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HomeMy WebLinkAbout092905 Agenda - AOGAgenda Assembly of Government September 29, 2005 Board Room, Carrboro Town Hall 7:30 p.m. 7:30 — 8:10 1. Presentations on the Status of Affordable Housing in Orange County A. Affordable Housing Policies /Requirements in Chapel Hill, Orange County, Hillsborough, and Carrboro 20 minutes B. Update on the County's affordable housing plan in light of the last five years of construction — what does the ground show us? ➢ Are we meeting the needs and /or goals articulated in the 2005- 2010 County plan? 20 minutes 8:10 — 8:30 2. Defining County -Wide Goals A. Should there be a county -wide goal or percentage of increased affordable housing? B. How can we attain such a goal? 8:30 — 9:00 3. Jointly Owned Governmental Land A. How do we develop affordable housing on those properties — example: 25 acres of the Greene Tract? B. What other avenues are there to develop the property? 9:00 — 9:30 4. Mechanisms to Reach the Goal A. Agreed upon plan to implement in all jurisdictions involving actual numbers B. Use of low- income tax credit programs C. Use of more frugal /cheaper building alternatives D. Use of any other mechanism to maintain the affordable housing stock E. Rental vs. Ownership ASSEMBLY OF GOVERNMENTS AGENDA ITEM ABSTRACT Meeting Date: September 29, 2005 ITEM 1 SUBJECT: Assembly of Governments Discussion Items: Presentations on the Status of Affordable Housin DEPARTMENT: Carrboro, Chapel Hill, Hillsborough, Orange County Planning and Housing ATTACHMENT(S): 1.A Affordable Housing Policies/Requirements In Chapel Hill, Orange County, Hillsborough, and Carrboro 1.B Update On County's Consolidated Affordable Housing Plan PUBLIC HEARING: (Yes /No) INFORMATION CONTACT: PURPOSE: To receive atwo part presentation on the Status of Affordable Housing in Orange County: PART 1 Affordable Housing Policies /Requirements in Chapel Hill, Orange County, Hillsborough, and Carrboro PART 2 Update on the County's affordable housing plan in light of the last five years of construction — what does the ground show us? BACKGROUND: The purpose of this item is for the staff to provide the Assembly of Governments with two presentations on the status of affordable housing in Orange County and the Town's of Carrboro, Chapel Hill and Hillsborough. The first presentation will focus on affordable housing policies and or ordinance provisions endorsed by each unit of government. Roy Williford, Carrboro's Planning Director will make this presentation. The second presentation will provide an update on the County's Affordable Housing Plan. Tara Fikes, Orange County's Housing /Community Development Director will make this presentation. 1 of 22 Attachment 1.A Affordable Housing Policies /Requirements In Chapel Hill, Orange County, Hillsborough, and Carrboro Chapel Hill, Orange County, Hillsborough and Carrboro have each adopted policies and in some cases land use ordinance provisions that stimulate the production of affordable housing. This section summarizes and compares the various mechanisms adopted by each governmental unit. The definition of affordable housing differs from one jurisdiction to another and is the first item for comparison followed by a summary of policies and ordinance provisions. The final piece of information is a series of charts giving an across - the -board comparison of affordable housing throughout Orange County. AFFORDABLE HOUSING DEFINED ➢ The Town of Chapel Hill defines "affordable housing" under section 3.8.6.1 (Substitution of Affordable Housing for Floor Area Restrictions) of their Land Use Management Ordinance as: dwelling units shall be priced to be affordable to individuals and families who have incomes at or below eighty (80) per cent of the area median income for a family of four (4). Restrictive covenants shall be recorded with the dwelling unit(s) to ensure the continued and ongoing compliance with these requirements and shall be sold to individuals and families who have incomes at or below one hundred (100) per cent of the area median income by family size, and published periodically by the U.S. Department of Housing and Urban development. ➢ Orange County defines "affordable housing" through their criteria for density bonuses (Sec. 50 -164). o A 25% density bonus for duplex or multifamily units may be approved if: ■ A minimum of 40 percent of the units are to be rented to families earning less than 60 percent of the county median income, adjusted for family size, as determined by the U.S. Department of Housing and Urban Development (HUD), hereinafter to be referred to as "median income "; or ■ A minimum of 20 percent of the units are to be rented to families earning less than 50 percent of median income. • A 25 percent density bonus for single- family residential development may be approved if • the greater of two units or all of the bonus units are to be sold to families earning less than 80 percent of median income. • land with suitable soils or access to public water and sewer is donated to the county for the purpose of the development of affordable housing. • A 50 percent density bonus may be approved if at least 20 percent of the units are to be occupied by families earning less than 50 percent of median income and the remaining 80 percent of units are occupied by families earning less than 80 percent of median income. ➢ The Town of Hillsborough encourages affordable housing but has no formal definition or policy. ➢ The Town of Carrboro under Section 15 -182.4 (a)_of the Land Use Ordinance defines "affordable housing" as that which is offered for sale at a price that does not exceed two and a half times an amount equal to eighty percent of the annual median income level for a family of four in the Raleigh- Durham - Chapel Hill Metropolitan Statistical Area or is offered for rent at a monthly rate that does not exceed an amount equal to 12 percent of the monthly median income level for a family of four in the Raleigh- Durham - Chapel Hill Metropolitan Statistical Area 2 of 22 Attachment LA SUMMARY OF AFFORDABLE HOUSING POLICIES AND ORDINANCE PROVISIONS. Chapel Hill Size - limited Developers of a major subdivision or a planned development with 5 or more single family or two family residential lots, 25% of units must be less than 1,350 sf Affordable Density Bonus Residential Special Standards — Conditional, allows 12 units per acre, a l Oft minimum street back and no buffer requirements. 100% of units must be affordable and have a long -term affordability component Affordable Housing Policy The Council's expectation is that any request for a residential rezoning provide a 15% affordable housing feature. Affordable Housing Payment in May be considered as an alternative. Amount is Lieu determined by multiplying the number of affordable units to be provided by an estimate of funding needed to make a homeownership opportunity in the proposed development available to a household earning less than 80% of the area median income for a family of 4. Fee Waiver Policy for Affordable Waived for development applications from non - profit Housing organizations involving residential development that is 100% affordable to low /moderate income households. Referral service contract with Residential Developers /Applicants are referred to Orange Community Housing and discuss alternatives available for them to meet the Land Trust Town's affordable housing policies. Single Room Occupancy (SRO's) Rooming House — Combination of 3 -9 lodging units intended primarily for rental or lease for periods of longer than 1 week. Inclusive Mobile/Modular Housing No land use policies Vernacular Architectural Standards No 3 of 22 Attachment LA OrangeCounty Small House Not available Affordable Density Bonus Not available Affordable Housing Policy No formal policy. Recently, large Special Use Permit Affordable Housing Payment in Lieu requests have been encouraged to provide affordable Fee Waiver Policy for Non - profit Affordable Housing housing with OCHLT. Referral service contract with Orange Community Housing and Land Trust Not available Single Room Occupancy (SRO's) Inclusive Mobile /Modular Housing land use policies No formal policy. The Town Board has considered Vernacular Architectural Standards requests for utility fee waivers in the past. Hillsborough Small House Not available Affordable Density Bonus Not available Affordable Housing Policy No formal policy. Recently, large Special Use Permit requests have been encouraged to provide affordable housing with OCHLT. Affordable Housing Payment in Not available Lieu Fee Waiver Policy for Non - profit No formal policy. The Town Board has considered Affordable Housing requests for utility fee waivers in the past. Referral service contract with Not available Orange Community Housing and Land Trust Single Room Occupancy (SRO's) Not available Inclusive Mobile/Modular Housing Singlewide mobile homes can replace existing units. land use policies Doublewide mobile homes and modular homes are permitted in all residential districts. Vernacular Architectural Standards Not available 4 of 22 Attachment LA Carrboro Size - limited 13. to 20 units must have 15% <1,350 sq ft & 10% < 1,100 sq ft 21+ Units must have 15 %< 1,100 sq ft and 10% <1,350 sq ft *1 Affordable Density Bonus 150 % Density Bonus with up to 25% Affordable and 25 % Market Rate *2 Affordable Housing Policy Carrboro Vision2020 encourages all developments with 5 or more units to provide at least 15% affordable units *3 Affordable Housing Payment in Implementation alternatives under consideration Lieu Fee Waiver Policy for Affordable Land use and building permit fee waver policy Housing available for government funded developments that implement the Orange Co. Consolidated Housing Plan Referral service contract with Residential Developers /Applicants are referred to Orange Community Housing and discuss alternatives available for them to meet the Land Trust town's affordable housing policies & procedures. Single Room Occupancy (SRO's) Multi Family unit that includes no more than 450 square feet allowed in the downtown business and R -2 zoning districts. Requires 500 square feet per dwelling unit (density calculation). Inclusive Mobile/Modular Housing HUD certified Mobile Homes built after 7/1/1976 land use policies allowed in most residential zones except for 2 high density zones. Modular housing allowed in all residential zones. Vernacular Architectural Standards Affordable housing provided to obtain the density bonus must incorporate architectural features that are reflective of the local vernacular. NOTES: *' A residential development that provides at least 85 percent of the maximum number of affordable housing units available under the "Residential Density Bonuses for Affordable Housing" shall not be subject to the small house requirements. *2 Open space may be reduced up to 10% for affordable units *3 Residential Developments of 5 or more units that do not provide at least 15% affordable housing units are required to participate in an "Affordable Housing Review Meeting" with the Carrboro Board of Aldermen. 5 of 22 Attacbment LA SUMMARY OF AFFORDABLE HOUSTNG TNTTTATTVFS Chapel Hill Affordable Housing Initiatives Development Permit Date Tenure Total Units Affordable Units Size Limited Constructed (as of 9/15/2005) Afford Size Meadowmont Master Land Use Plan 10/23/95 Mixed use 13298 resid. 32 TH 2% 32 Franklin Grove Townhomes 10/27/99 TH 58 4 7% 4 Parkside II 7/5/00 SF 67 17 25% 17 Chapel Ridge Apts. 11/13/00 Rental Apts. 180 24 13% 24 Vineyard Square 6/25/05 TH 191 30 15.7% 30 Larkspur 2/25/02 SF 86 13 15% 5 Cross Creek 4/22/02 SF 17 1 5% 2 11.7% Greenway Condos 4/22/02 Condo 64 16 25% 16 Rosemary Mixed Use 8/26/02 Condo 42 6 15% Marriott Residence Inn 3/24/03 Condo 4 1 25% Creekside 4/14/03 SF 9 2 22% 2 1723 Homestead Rd 5/12/03 SF 3 1 33% 1 Rusch Hollow (Habitat) 11/10/03 SF, Rental 17 17 100% Chancellor's View 10/11/04 SF 25 3 12.5% Montclair 10/11/04 SF 13 1 7.7% Wilson Assemblage 3/7/05 SF, Rental 149 32 21% TOTAL 925 148 16% 22 2% 111 20 Payments-in-Lieu of Providing Affordable Housing Development Date Descri tion Winston Hotel 1999 $15,200 donation to Orange Community Housing and Land Trust Providence Glenn (amended 2004) 2000 $96,000 contribution to Town's Revolving Acquisition Fund Wilshire Place 2001 $36,000 to Orange Community Housing and Land Trust Wachovia Bank at Meadowmont 2001 $25,000 to Orange Community Housing and Land Trust Morgan Estates 2003 $52,500 to the Town's Revolving Acquisition Fund Avalon Park 2003 $52,500 to the Town's Revolving Acquisition Fund 6 of 22 Attachment LA Hillsborough Affordable Housing Initiatives Development initiatives Waterstone 330 ac mixed use development, agreed to provide land and some design assistance for 24 townhouse units to OCHLT. Ashton Hall 118 ac mixed density development, has been encouraged to contact OCHLT and is still in the review process. Government Initiatives Hillsborough and Habitat for Humanity are investigating the potential to acquire land to build 18 new houses in the Fairview neighborhood. Hillsborough has $100,000 of HOME funds to acquire, rehab and resell 2 houses in the Fairview neighborhood with the assistance of a housing non - profit. Carrboro Affordable Housin g Initiatives Development Permit Tenure, Total Affordable Size Limited Constructed Units Units (as of 9/15/2005) Afford' Size Mulberry Street SUP Condo 12 1 8 % 1 Apartments 11115100 Rose's Walk at CUP TH 64 15 23 % ULake 12/11/01 Chan Mixed Use 5/7/02 SRO/ 17 17 100% 17 Office Club Nova CUP SRO 24 24 100% 24 4/9/2002 108B Dillard ZP SF 3 1 33% 1 Street 6/5/02 Twin Magnolias CUP Condo 23 2 9% 2 11/12/02 Winmore CUP SF /TH 232* 48 21 % 86 37% 6/1/03 Pacifica CUP TH 46 7 15% 12 26% 6/24/03 Condo TOTAL 421 59 14% 154 36% 4 41 CUP also allows up to 98 additional accessory dwelling units and 20 commercial lots with residences. Percentages are calculated from the base number of permitted units (232) 7 of 22 Affordable Housing What have we done lately? All elected boards in Orange County remain committed to designating financial resources to address the affordable housing needs of the community. Non- Profit Partners ww • Orange Community Housing and Land Trust (OCHLT) • Habitat for Humanity of Orange Co, NC • EmPOWERment, Inc. • Chrysalis Foundation • The Women's Center, Inc. • Weaver Community Housing Association k ad2 1 it Residential Services, Inc. . Affordable Rentals . First Baptist Church and Manley Estates, Inc. . Club Nova LLC Primary Funding Sources . Federal Housing Programs - HOME Investment Partnership Program - Community Development Block Grant (CDBG) - Low Income Housing Tax Credit Program - Section 202 Housing for the Elderly - Farmers Home Administration Programs - Section 811 Program for the Handicapped - Public Housing Modernization Funds - Supportive Housing Program WW . State Housing Programs • Community Development Block Grant (CDBG) Program • N.C. Housing Trust Fund Program . Local Housing Programs • Orange County Affordable Housing Bonds (1997 - $1.8 million) (2001 - $4 million) • Orange County Housing Trust Fund • Chapel Hill Housing Trust Fund 4022- N Types of Activities • New Construction for Homeownership • Housing Rehabilitation . Second Mortgage Assistance — First Time Homebuyers . New Rental Housing Construction . Property Acquisition . Impact Fee Reimbursements . Administrative funding for housing non- profit organizations Total Affordable Housing Investment FY 2001 — 2004 Total Cost of Projects Built $15,774,282 Total Amount of Public Dollars Investment: $ 8,505,008 Total Number of New Units Assisted : 170 Total Number of Existing Units Assisted: 134 Notable Local Projects ILto name a few.... WW • Legion Road Townhouses • Rosemary Place at Meadowmont • Richmond Hills • Rusch Hollow • Pine Hill Drive Condominiums • Sykes Street Revitalization • Individual Development Accounts (IDA) Program • Club Nova Apartments iA 4 2 Z K, 2005 NC Housing Award winners . Manley Estates Developer: First Baptist Church and Manley Estates . Spring Glen Continuing Care Facility Developer: Residential Services, Inc. Orange County Affordable Housing Advisory Board . 15 member citizen board . Activities have included: • Housing Bond Policy Review • Bus Tour of Affordable Housing Projects • Semi - annual Housing Bond Program Status Reports • Annual Performance Report/Calendar Plan Development 1. Consolidated Housing Plan 2005 -2010 (adopted May 2005) 2. Comprehensive Housing Strategy (underway) 3. Partnership to End Homelessness (underway) // (R 2- Z- 51 Consolidated Plan Goals . Provide Decent and Affordable Housing for Lower - Income Households . Targets • Homeowners ( <80% AMI) and renters (<60% AMI) living in substandard housing • Homeowners ( <80% AMI) without indoor plumbing or inadequate connections to public systems. • Renters ( <80% AMI) that are potential homebuyers. • Eliminate barriers to affordable housing. . Provide Housing and Services for Populations with Special Needs Targets • Service- enriched transitional housing for homeless persons with special needs • Continuum of services for special populations including older adults, disabled, mentally ill, persons with AIDS and at -risk youth . Promote Neighborhood and Economic Development . Tar et . Promote revitalization in selected Chapel Hill neighborhoods and economic development in general throughout the County. /2 � 2 z J` Comprehensive Housing Strategy UW . Overall Market Analysis for Orange County and the Towns to include: • Analysis of Housing Production Activity • Analysis of Housing Sales and Lease activity • Comprehensive Inventory of Affordable Housing Stock • Forecast of Future Demand • Gap Analysis — Production vs. Needs • Strategies for Future Action Timeline Draft — October 3, 2005 Public Comment — October, 2005 Final Draft and Adoption — Nov. /Dec. 2005 Orange County Partnership to End Homelessness The purpose of the Partnership is to address the following goals: To educate the community by dispelling myths and putting a face on the homeless; To develop a long term plan to end homelessness in Orange County; and To encourage personal responsibility by inviting the community to address this issue individually. /3 � Z Z 0 Current Partnership Members Town of Carrboro Town of Chapel Hill Town of Hillsborough Orange County Triangle United Way OPC Area Program Inter -Faith Council The Community Initiative to End Homelessness Orange Congregations in Mission Hillsborough Chamber of Commerce The University of North Carolina Timeline . Establish Steering Committee October, November 2005 . Hire a project administrator to develop the County's 10 -year plan. October, 2005 . Draft 10 Year Plan to End Homelessness October, 2006 iZ/ A 2 Z Additional Information for Agenda Item 1B 1. Consolidated Housing Plan 2005 -2010 Goals 2. Comprehensive Housing Strategy 3. Steering Committee Structure — 10 Year Plan to End Homelessness /-� W�ZZ-- 9 Five -Year Strategic Plan As a growing community, the Orange County and the Town of Chapel Hill must successfully balance a diverse array of housing and community development issues. Given the range of competing needs, the community must invest its scarce public resources wisely. Therefore, as a general principle, the Town will attempt to expend public funds in a way that leverages the commitment of private sector support whenever possible. The following presentation utilizes this performance- centered approach to outline the Town's approach to housing and community development in the upcoming five years. This approach includes identifying goals, objectives and strategies; determining what resources are necessary to achieve these goals; analyzing and evaluating performance data; and using that data to drive improvements in organization. All objectives and performance indicators are based on a five -year time frame. r;nni 1 _ nprAnt and AffnrriahlP Hniisinn fnr I nwP.r- InCnmP. HniISP.hnIds, Priority 1.1— Low income < 80 %AMI homeowners that live in substandard housing Strategies: - Continue to fund urgent repairs for qualified units - Continue to fund substantial rehabilitation for qualified units - Continue to incorporate handicap, weatherization and lead -based paint improvements into all substantial rehabilitations Output Indicators: - 25 substantially rehabilitated units (Orange County /Chapel Hill) - 50 units with urgent repairs Orange Count Priority 1.2 — Low income renters ( <60% AMI) that live in substandard housing Strategies: - Continue to fund the rehabilitation of existing rental housing units - Monitor and enforce rent and property standards for completed projects - Leverage existing Town and County resources by utilizing the federal low income tax credit, HUD Section 202 and 811, and other programs to construct new rental housing - Provide educational opportunities related to fair housing, tenant rights, etc. - Continue to dialogue with the University of North Carolina — Chapel Hill on issues that affect affordable rental opportunities in the area Output Indicators: - 50 additional affordable rental units (Orange County /Chapel Hill) - 20 low income renters receive HOME funded rental assistance for up to 2 years each (Orange County) - 100 units of renovated public housing (Chapel Hill) - 150 units of refurbished public housing (Chapel Hill Priority 1.3 — Low income ( <80% AMI) homeowners that do not have indoor plumbing or adequate connections to existing public water and sewers stems Strategies: - Continue to fund the connection of lower income homeowners to existing water and sewer facilities. - Continue to fund the construction of complete indoor plumbing facilities Output Indicators: - 100% of all County residents have adequate indoor plumbing (Orange Count /Chapel Hill IL4Z_ Z_ 61 Priority 1.4 — Low - income renters <80% AMI that are potential homebu ers Strategies: - Provide down - payment and closing cost assistance to qualified homebuyers - Provide homebuyer education and counseling with an emphasis on credit - Provide acquisition, infrastructure, predevelopment and /or construction funding to eligible non- profits and for - profits to develop affordable housing opportunities - Establish homeownership program to assist existing Section 8 recipients Output Indicators: - 75 additional lower income homebu ers (Orange Count /Chapel Hill Priority 1.5 — Eliminate barriers to affordable housing Strategies: - Challenge and encourage non - profit and for - profit affordable housing providers to share resources - Provide financial assistance to support the construction of a residential center for homeless men and collaborate (Orange County/Chapel Hill - Seek legislation that would require all local governments to require new residential and commercial at -risk youth developers in the County and Towns seeking zoning approval and/or permits to contain at least - Promote and make public service funds available to agencies that serve identified special 15% affordable units in residential projects populations - Declare 2006 "The Year of Affordable Housing" and implement a public education that defines - Partner with other funding agencies to encourage the development of transitional housing (SRO's, affordable housing group homes) that is service - enriched - Utilize equity sharing and community land trust concepts to limit the dramatic escalation of housing - Continue to strengthen partnership with local service providers costs Output Indicators: - 100 units of new affordable housing in mixed income developments (Orange County /Chapel Hill) - Provide property acquisition funding to eligible non - profits and for - profits to develop permanent - Increased awareness of barriers to affordable housing (Orange Count /Chapel Hill rZnni 9 _ Prnviria Hniminn anri garviras fnr Pnniilatinns with Snecial Needs Priority 2.1— Service- enriched transitional housing for homeless persons with special needs Strategies: - Promote and make public service funds available to homeless agencies that operate emergency shelters - Partner with other funding agencies to encourage the development of transitional housing (SRO's, group homes) that is service- enriched - Continue to strengthen partnership with the local Continuum of Care - Provide property acquisition funding to eligible non - profits and for - profits to develop transitional housing Output Indicators: - Provide financial assistance to support the construction of a residential center for homeless men (Orange County/Chapel Hill Priority 2.2 — Continuum of services for special populations including older admits, disabled, mentally ill, persons with AIDS and at -risk youth Strategies: - Promote and make public service funds available to agencies that serve identified special populations - Partner with other funding agencies to encourage the development of transitional housing (SRO's, group homes) that is service - enriched - Continue to strengthen partnership with local service providers - Support applications for federal supportive housing funds - Provide property acquisition funding to eligible non - profits and for - profits to develop permanent housing for those with special needs Output Indicators: - 20 additional permanent housing units for those with special needs (Orange County) - Provide community services to 100 area youth (Chapel Hill / ---� 12 2- Z- Goal 3 — Promote Neighborhood and Economic Development Priority 3.1— Promote revitalization in selected Chapel Hill neighborhoods and economic development in general throughout the County Strategies: - Strengthen partnerships with neighborhood associations (community pride, education, family services, etc.) - Work with neighborhoods to design and implement specific beautification strategies, including neighborhood cleanups - Promote recreational opportunities for area youth - Prioritize one to two neighborhoods located in Chapel Hill and develop revitalization plans accordingly - Concentrate Town funding in selected neighborhoods to create maximum impact. Programs may include redevelopment activities, CHDO Development- Infill and various rehabilitation programs. - Build community capacity and better coordinate neighborhood services through the regular dissemination of information. Examples may include Community Development Day workshops, self -help workshops, activity updates, etc. - Continue to work with area Chambers of Commerce and others to promote the economic development of the community - Coordinate effort of various Town departments to concentrate resources .into selected neighborhoods Output Indicators: - Development of a small area plan for the Rogers Road Neighborhood and a Neighborhood Conservation District for the Pine Knolls neighborhood (Chapel Hill) - Promote county wide partnerships that are dedicated to the economic development of the Count <�) Z 2Z Comprehensive Housing Strategy Prepared for the Orange County HOME Consortium including the Towns of Carrboro, Chapel Hill, and Hillsborough, North Carolina Training & Development Associates, Inc. will provide an overall housing market analysis for the Orange County consortium area as well as for the constituent towns of Carrboro, Chapel Hill, and Hillsborough. In doing so, we will provide an analysis of historical data (from the past 10 years), current numbers, and projections of housing needs for a five - year period. TDA will include in the Comprehensive Housing Strategy for Orange County all the required elements described in the RFP, including an executive summary, analysis of housing activity and production, future demand, gaps analysis, discussion of strategies, as well as a comprehensive inventory of affordable housing currently available in the County. Required Elements: 1. Executive Summary In the executive summary, TDA will provide a general description of the housing market in the consortium area and in individual constituent areas as well as the balance of the county. We will document general trends, and we will also highlight specific areas that are not adequately explained by these trends, noting how the housing supply or demand for these areas differs from the surrounding region. 2. Analysis of Housing Production Activity TDA will analyze and evaluate current and historical housing production activity with consideration of the geographic and economic descriptions of construction type, tenure, and price (or rent). In doing so, we will utilize information provided by the constituent planning departments (in each town and the county). We will also consult building permit records in each town and the county to determine the total number of housing starts over the historical period of our study. We will also consult with the constituent departments of housing to obtain the number of new assisted housing units. 3. Analysis of Housing Sales and Lease Activity TDA will analyze and evaluate new construction sales and existing home resale activity across Orange County. To do so, we will access detailed data from the Multiple Listing Service to obtain historical and current sales information. As described in Item 7 below, we will also contact developers of subdivisions that have been platted for information on ongoing construction, sales, and future plans. For lease information, we will contact by telephone area apartment complexes and property managers to update census information to determine the number of rental units available in the area, rents, and vacancy rates. 4. Comprehensive Inventory of Affordable Housing Stock As an add -on to our original proposal, TDA will develop a comprehensive count of all affordable housing units in the County. To do so, we will supplement counts of subsidized housing in the area with information from MLS listings and building permits to determine the number of housing units that are affordable to residents earning 80 percent of the area median income or below. i4? _A/ 21 2 %7 S. Future Demand To forecast future demand for housing, TDA will obtain information from several sources. We will access information provided by constituent planning departments and building permit applications. We will also analyze economic trends by considering the location of major employers, utilities, banks, schools, and shopping in the area in an effort to pinpoint areas of relative growth. TDA will attempt to identify future demand by housing type, tenure, price /rent levels and geographic location. 6. Gaps Analysis — Production vs. Needs In our Gaps analysis, TDA will compare our forecasts of future demand with estimates of future supply. For historical information, we will compare housing starts (estimated above from building permits) to annual household growth numbers to determine the size of the surplus or deficit in housing that currently exists. To develop supply forecasts, we will obtain quantitative and qualitative information from developers of subdivisions, condominiums and townhouses, and rental units, as well as information from the constituent planning departments. We will highlight gaps in production by housing type, tenure, price /rent levels, and geographic location. 7. Provider Analysis TDA will conduct a universal survey of current and projected housing providers by telephone and /or onsite visits as an input for our analysis of current housing activity and future housing supply. We will draw upon information provided by the constituent housing departments and in building permit applications to generate a list of providers to contact. We will contact all providers, including for - profit and nonprofit builders to obtain quantitative and qualitative information about existing housing supply and plans for future activity. As part of our Gaps Analysis, we will highlight the types of development that seem to be under- (or over -) represented by these housing providers. 8. Strategies for Future Action Drawing from our Gaps Analysis, TDA will provide a discussion of areas of housing production that need future consideration by the Consortium jurisdictions and their partners. We will also develop specific strategies for addressing the unmet needs of the communities with attention to problems of affordable housing across the County. 9. Community Input Once a draft of the document has been completed, TDA will lead two community meetings in which the community will be invited to provide comment on the document's findings and recommendations. One TDA representative will attend each meeting. The County will be responsible for marketing the meetings and providing the meeting space. ZG�LZ l3 Steering Committee Structure — 10 Year Plan to End Homelessness Role: Broad based community group to provide guidance, advice, and support during the development phase of the 10 Year Plan. Members: Elected Official — each jurisdiction (4) County and Town Managers (4) Law Enforcement — each jurisdiction (4) Local School Board Chairs (2) School Superintendents (2) Chamber of Commerce Bd. Chair (2) Ministerial Alliances (3) UNC Chancellor's Office Representative UNC School of Social Work UNC Hospital Representative United Way President OCIM Board Chair FC Board Chair El Centro Board Chair Media Representative (3) Business Representative Lending Institution Representatives Carrboro Downtown Development Commission CH Downtown Economic Dev. Commission Durham - Orange Homebuilders Association Board of Realtors Homeless Community Representative(s) Orange County Social Services Board Chair Orange County Health Board Chair OPC Area Program Board Chair or ED Continuum of Care Representative Orange County Correctional Facility Veterans Administration Current total — 44 z 2- September 2005 ASSEMBLY OF GOVERNMENTS AGENDA ITEM ABSTRACT Meeting Date: September 29, 2005 ITEM 2 SUBJECT: Assembly of Governments Discussion Item: Defining County -Wide Goals DEPARTMENT: Carrboro, Chapel Hill, PUBLIC HEARING: Hillsborough, Orange County Planning and (Yes /No) Housing ATTACHMENT(S): INFORMATION 2.A EXCERPT FROM SHAPING ORANGE COUNTY'S CONTACT: FUTURE 2.B EXCERPT FROM "Housing and Community Development Consolidated Plan 2005- 2010 " P RPOS E: To provide the members of the Assembly of Governments with an opportunity to discuss County Wide Affordable Housing Goals within the context of the following two questions: A. Should there be a county -wide goal or percentage of increased affordable housing? B. How can we attain such a goal? BACKGROUND: Attached are excerpts from two county -wide policy documents containing affordable housing goals and strategies. The first excerpt was taken from the document entitled Shaping Orange County's Future - Report and Recommendations. The Shaping Orange County Task Force produced this report in April of 2000. The "Housing and Community Development Consolidated Plan 2005 - 2010" plan establishes a unified, coordinated vision for community development actions for the upcoming five years. The Orange County Consortium must submit a consolidated plan every five years to illustrate to the U.S. Department of Housing and Urban Development (HUD) not only the housing and community development needs in Orange County, but also a coordinated plan to meet those needs. As the lead agency responsible for developing the consolidated plan, the Orange County Department of Housing and Community Development is submitting this consolidated plan as an application for funding for the HOME Investment Partnership (HOME) Program. This Plan also serves as the official application from the Town of Chapel Hill for the Community Development Block Grant Program (CDBG). 1 of 8 Defining County —Wide Goals EXCERPT FROM SHAPING ORANGE COUNTY'S FUTURE Focus Area 3. Housing GOAL 1: Ensure Availability of Affordable, Quality Housing Background /Rationale Local housing affordability and duality, and housing policies that can help all citizens obtain these necessities, are crucial to Orange County's quality of life and to its econoiny. Housing affordability and the ability of families to own a quality home, and thereby build an asset base, are critical issues. In our society, «-here the income gap has been steadily increasing, expanding the ability of residents to buy, rather than rent, a home is a fundamental and important step to narrowing this gap by enabling those with loN�r incomes to build assets. Orange County's supply of affordable housing is dictated by a variety of factors, the most significant being project profitability, and availability of land and infrastructure. Affordable housing in Chapel Hill and Carrboro is also significantly affected by the presence of the University. The pressure UNC students put on the affordable housing market is inunense. Additionally, because of land use policies that discourage urban services outside of nnu nicipal areas, and stringent development regulations, traditional affordable housing (apartnnents, single family homes) is luiiited to areas within or adjacent to municipalities. Within rural Orange County, mobile homes constitute the greatest source of affordable housing. But these homes, though more affordable up -front, depreciate rather than appreciate in value over time, and being subject only to federal standards rather than the more stringent. state standards, are less well - designed in terius of insulation and fire safety. Nearly 10% of the county's housing supply is considered to be substandard. Substandard housing is coinnionly characterized by excessive cost burden, overcrowding, and structural problems such as inadequate heating, plumbing, etc. A wide mix of housing types and options is needed for the county, and provision of safe, durable, affordable housing to meet the needs of all people should be a top, count }vide priority. 2 of 8 l „ Sist Recommendation 1: Encourage public and private initiatives to provide and develop a wide range of affordable housing options. Action Strategies: A. Encourage support of a range of Lousing options, including: • HonieorA- nership for those at HUD guidelines (currently 80% of median income), as well as those from 80- 100% of median; • Homeless emergency housing: • SROs (Single Room Occupancy runts); • Low cost multi-faiiiily rental housing especially within Urbaii Service Districts that have none; • A large portion of rental housing with an option to buy; • Tax credit rental housing that is affordable to those eonforiiiing NN ith HUD guidelines (cur-ently 50% of median income); • LoxA, income homeownership opportunities. such as those provided by Habitat for Humanity; • Modular homes as a viable option for low income homeownership; • Increased constriction and availability of handicapped runts, both subsidized and at market rates. B. Encourage the University to develop options for UNC employees to have affordable homes on Uuii-ersity land. C. Encourage the University to increase considerably the proportion of students housed on cainpus as a means of freeing up private housing for others. D. Work with the legislative delegation to pass legislation on: • Impact taxes. rather than fees; • Inclusionaiy zoning: and • A real estate transfer tax. E. Examine means such as a moderated regulatoiy process, expedited review, increased density, flexible infrastructure and street standards to see if any of them will promote construction of affordable housing that «ill remaiu Affordable for the long term. F. Continue to support the development of a land trust to maintain affordability and encourage making public land available to non - profits. G. Develop a dedicated source of revenue from public and private sources (e.g. lending institutions), or from adequate and substantive bond issues, to provide funding for noii- profit ventures for lour•- iiieome housing for both ru-al and urban residents. 3 of 8 Recommendation 2: Ensure safe, quality housing. Action Strategies: A. Increase funding for housing rehabilitation and repair progams for senior-,, low income. and persons with disabilities. B. Strengthen and enforce the Housing Code to bring sub - standard liousin2 up to standards. C. Strive for excellence hi product design. and produce homes that are safe, durable, comfortable, cost effective, euerp- efficient, and appropriate to the existing community. Recommendation 3: Assist low income individuals to develop an asset base. Action Stratea A. Work vvith lending institutions to establish innovative financial asset guarantee programs to make it possible for low- income individuals to qualify for loans. 4 of 8 EXCERPT FRONI: "Housing and Community Development Consolidated Plan 2005- 2010" FIVE -YEAR STRATEGIC PLAN Part I - Overview This five -year Strategic Plan for housing and community development is the result of an exten- sive needs assessment and community outreach process by Orange County and the Town of Chapel Hill. By gathering and applying a wide variety of research data and community input, the Town has developed this comprehensive approach to housing and community revitalization. This strategic plan will outline the goals and priorities that will serve as the overall framework for the five -year strategy and provide a linkage between these identified priorities and the adopted strategies and programs. The final section of this strategic plan portion of the Plan will highlight other relevant public policies as required by HUD. Part 11- Priority Analysis and Strategy Development As a growing community, Grange County and the Town of Chapel Hill must successfully bal- ance a diverse array of housing and community development issues. Given the range of com- peting needs, the community must invest its scarce public resources wisely. Therefore, as a general principle, the County will attempt to expend public funds in a way that leverages the commitment of private sector support whenever possible_ Through the public participation and consultation process, the County has identified the community's overall goals and priorities as follows: • Provide decent and affordable housing for lower- income households • Provide housing and services for homeless populations with special needs • Facilitate non- housing community development activities Goal 1 — Provide Decent and Affordable Housing for lower - Income Households This goal includes retaining existing affordable housing stock, increasing the availability of af- fordable permanent housing in standard condition without discrimination, and providing afford- able housing that is accessible to job opportunities. Priority Needs 1.1 Low income (< 80% AMI)) homeowners that live in substandard housing 1.2 Low income ( <60% AMI) renters that live in substandard housing 1.3 Low income ( <80% AM[) homeowners that do not have indoor plumbing or adequate con- nections to existing public water and sewer systems 1.4 Low income (60 -80% AMI) renters that are potential homebuyers 1.6 Eliminate barriers to affordable housing 5 of 8 Part III -- Geographic Priorities During the term of this Strategic Plan, the Town of Chapel Hill may target a portion of housing and community development funding in selected neighborhoods. The balance of housing and community development assistance will be widely dispersed throughout the Town. To promote increased housing choice and opportunity, efforts will be made to increase the number of public and assisted housing units located outside areas of minority and low - income concentration. The County will utilize its funds on a county -wide basis. Part IV - objectives! Strategies and Performance Indicators Strategic planning is the process of looking toward the future, identifying why an organization exists, what it would look like if it achieved its mission and the concrete steps it must take to achieve that vision. Data that tell if you are achieving results on your strategic plan are perform- ance measures. Performance measurement helps translate an organization's strategy into tan- gible objectives and performance indicators. Output indicators measure performance in the shorter term and include items such as the number of applications received, houses rehabili- tated, etc. It is important to note that output indicators will generally be within the control of the community and its partners_ This integrated process, known as Managing for Results, is based on: • Identifying goals, objectives and strategies as well as relevant measures; • Determining what resources are necessary to achieve them; • Analyzing and evaluating performance data; and • Using that data to drive improvements in an organization. The following charts utilize this performance- centered approach to outline the local approach to housing and community development in the upcoming five years. All objectives and perform- ance indicators are based on a five -year time frame. Goal 1 — Decent and Affordable Housinq for Lower - Income Households Priorit i.1— Low income < 80%AMl) homeowners that live in substandard housin Strategies: - Continue to fund urgent repairs for qualified units - Continue to fund substantial rehabilitation for qualifed units - Continue to incorporate -handicap, weatherization and lead -based paint improvements into all sub- stantial rehabilitations Output Indicators: - 25 substantially rehabilitated units (Orange County /Chapel Hill) - 50 units with urgent repairs (Orange Count Pnonty 1.2 — Low income renters <60% AM1 that live fn substandard housing Strategies: - Continue to fund the rehabilitation of existing rental housing units - Monitor and enforce rent and property standards for completed projects - Leverage existing Town and County resources by utilizing the federal low income tax credit, HUD Section 202 and 811, and other programs to construct new rental housing - Provide educational opportunities related to fair housing, tenant rights, etc. - Continue to dialogue with the University of North Carolina — Chapel Hill on issues that affect afford- able rental opportunities in the area Output Indicators: - 50 additional affordable rental units (Orange County /Chapel Hill) - 20 low income renters receive HOME funded rental assistance for up to 2 years each (Orange County) - 100 units of renovated public housing (Chapel Hill) - 150 units of refurbished public housing (Chapel Hill Priority 1.3 — Low income ( <80% A.MI) homeowners that do not have indoor pfumbinq or adequate connections to existinq public water and sewers stems Strategies: - Continue to fund the connection of lower income homeowners to existing water and sewer facilities. - Continue to fund the construction of complete indoor plumbing facilities 6of8 Output Indicators: I - 10D% of all County residents have adequate indoor plumbing (Orange CountyiChapel Hill) PPWit 1_4 — Low - income renters <80% AMl that are potenUal homebuyers Strategies: - Provide down- payment and closing cost assistance to qualified homebuyers - Provide homebuyer education and counseling with an emphasis on credit - Provide acquisition, infrastructure, predevelopment and/or construction funding to eligible non- profits and for - profits to develop affordable housing opportunities - Establish homeownership program to assist existing Section S recipients Output Indicators: - 75 additional lower income homebuy ers (Orange Count ICha el Hill Priori 1.5 — Eliminate barriers to affordable housing Strategies: - Challenge and encourage non - profit and for -profit affordable housing providers to share resources (Orange County/Chapel Hill and collaborate at-risk youth - Seek legislation that would require all local governments to require new residential and commercial - Promote and make public service funds available to agencies that serve identified special popula- developers in the County and Tovins seeking zoning approval and /or permits to contain at least tions 15% affordable units in residential projects - Partner with other funding agencies to encourage the development of transitional housing (SRO s, - Declare 2006 4The Year of Affordable Housing" and implement a public education that defines af- group homes) that is service- enriched fordable housing - Continue to strengthen partnership with local service providers - Utilize equity sharing and community land trust concepts to limit the dramatic escalation of housing - Support applications for federal supportive housing funds costs Output Indicators: - 1 G units of new affordable housing in mixed income developments (Orange CountyfChapel Hill) - Increased awareness of barriers to affordable housing (Orange Count ?Cha el Hill's Goal 2 — Provide Housina and Services for Populations with Soecial Needs Priori 2. f — Service-enriched transitional housing for homeless persons with special needs Strategies; - Promote and make public service funds available to homeless agencies that operate emergency shelters - Partner with other funding agencies to encourage the development of transitional housing (SRO s, groups homes) that is service- enriched - Continue to strengthen partnership with the local Continuum of Care - Provide property acquisition funding to eligible non -profits and for -profits to develop transitional housing Output Indicators: - Provide financial assistance to support the construction of a residential center for homeless men (Orange County/Chapel Hill Priority 21 — Continuum of services for special populadons includinq older adults, disabled, mentally RI, persons with AIDS and at-risk youth Strategies: - Promote and make public service funds available to agencies that serve identified special popula- tions - Partner with other funding agencies to encourage the development of transitional housing (SRO s, group homes) that is service- enriched - Continue to strengthen partnership with local service providers - Support applications for federal supportive housing funds - Provide property acquisition funding to eligible non-profits and for-profits, to develop permanent 7 of 8 Gnal 3 — Promote Neighborhood and economic Development Pnotity 3.1— Promote revitalization in selected Chapel Hill neighborhoods and economic development in general throughout the County hDUSirig for those with special needs Output Indicators: - 20 additional permanent housing units for those with special needs (Orange County) - Provide community services to 100 area youth (Chapel Hill' Gnal 3 — Promote Neighborhood and economic Development Pnotity 3.1— Promote revitalization in selected Chapel Hill neighborhoods and economic development in general throughout the County Strategies: - Strengthen partnerships with neighborhood associations (community pride, education, family ser- vices, etc.) - Work with neighborhoods to design and implement specific beautification strategies, including neighborhood cleanups - Promote recreational opportunities for area youth - Prioritize one to two neighborhoods located in Chapel Hill and develop revitalization plans accord- ingly - Concentrate Town funding in selected neighborhoods to create maximum impact. Programs may include redevelopment activities, CHDD Development- Infill and various rehabilitation programs. - Build community capacity and better coordinate neighborhood services through the regular dissemi- nation of information. Examples may include Community Development Day workshops, self-help workshops, activity updates, etc. - Continue to work with area Chambers of Commerce and others to promo'ue the economic develop- ment of the community ' - Coordinate effort of various Town departments to concentrate resources into selected neighbor- hoods Output Indicators: - Development of a small area plan for the Rogers Road Neighborhood and a Neighborhood Conser- vation District for the Pine Knolls neighborhood (Chapel Hill) - Promote county wide partnerships that are dedicated to the economic development of the County 8 of 8 ASSEMBLY OF GOVERNMENTS AGENDA ITEM ABSTRACT Meeting Date: September 29, 2005 SUBJECT: Assembly of Governments Discussion Items: Jointly Owned Governmental Land DEPARTMENT: Carrboro, Chapel Hill, PUBLIC HEARING: Hillsborough, Orange County Planning and (Yes /No) Housing ATTACHMENT(S): INFORMATION October 1,2003 Orange County Board of Commissioners Agenda CONTACT: Item PURPOSE: To provide the members of the Assembly of Governments with an opportunity to discuss "Jointly Owned Governmental Land" as a resource for affordable housing. The following two questions are provided for discussion purposes: A. How do we develop affordable housing on those properties — example: 25 acres of the Greene Tract? B. What other avenues are there to develop the property? BACKGROUND: Attached for background purposes is an excerpt from the October 1, 2003 Orange County Board of Commissioners meeting agenda which included a discussion of the Greene tract. Also within this Item is a copy of the April 29, 2002 Assembly of Governments minutes that relates to the Greene tract which was a jointly owned site. 1 of 9 ORANGE COUNTY BOARD OF COMMISSIONERS ACTION AGENDA ITEM ABSTRACT Meeting Date: October 1, 2003 Action Agenda Item No. 9-k SUBJECT: Joint Planning Area Land Use Plan Amendments to Correspond with the Town of Chapel Hill's Comprehensive Plan DEPARTMENT: Planning and Inspections PUBLIC HEARING: (Y /N) NO ATTACHMENT(S): INFORMATION CONTACT: • Resolution of Adoption Craig Benedict, Planning Director, ext 254 • Map of Amendment Area Gene Bell, ext 2589 • Materials from 4 -29 -02 Assembly of TELEPHONE NUMBERS: Governments Meeting Hillsborough 732 -8181 Chapel Hill 968 -4501 Durham 688 -7331 Mebane 336- 227 -2031 PURPOSE: To consider adoption of amendments to the Joint Planning Area Land Use Plan resulting from the Chapel Hill Comprehensive Plan adopted by the Town in May 2000. BACKGROUND: At the Joint Planning Area Public Hearing on April 11, 2001, a series of amendments in Chapel Hill's Northwest Transition Area were presented. The purpose of the amendments was to promote consistency with the Joint Planning Area Land Use Plan and Chapel Hill's new Comprehensive Plan adopted on May 8, 2000. The amendments were: 1. Changing the designation of the Greene Tract from "Landfill Pending Further Study" to "Housing/Open Space." 2. Changing the designation of land south of Eubanks Road from "Open Space" to "Low Residential." 3. Changing the designation of land north of Eubanks Road, between the existing landfill and Millhouse Road, from "Mixed Use, Office Emphasis" to "Open Space." 4. Changing the designation of parcels between Millhouse Road and Interstate 40 from "Mixed Use, Office Emphasis" to "Rural Residential." 5. Changing the designation of the parcel northwest of the Greene Tract and southeast of the existing landfill (parcel known as the "Neville Tract ") from "Open Space" to "Landfill Activities." Chapel Hill and Carrboro subsequently approved the changes. The designations that each Town used to describe the Greene and Neville tracts were slightly different, although there was no substantive difference. Orange County delayed voting on the amendments, stating an interest in waiting until the multi - jurisdictional Greene Tract Work Group concluded its discussions. Now that the work group 2 of 9 has completed its task, the Joint Planning Staffs propose that the following land use designations be applied to the Greene and Neville Tracts: • Greene Tract: "Housing /Recreation /Open Space /County Use" • NevilleTract: "Non - landfill County Use" The Board of County Commissioners are asked to consider adoption of the revised designations for the Greene and Neville Tracts along with amendments 2, 3, and 4 detailed above. Since they have already adopted amendments 2, 3, and 4, the Carrboro Board of Aldermen and Chapel Hill Town Council will be asked to consider adoption of the revised designations for the Greene and Neville Tracts on October 7 and 8, 2003, respectively. Action on these amendments is time- critical. At the October 15 JPA Public Hearing, there are proposed zoning amendments that cannot be considered until these plan amendments are approved. SOUTHERN TRANSITION AREA NOTE: As a postscript, at the Assembly of Governments meeting on April 29, 2002, the proposed plan amendments referenced above were discussed along with other potential amendments generated by the Chapel Hill 2000 Comprehensive Plan. This other issue refers to Chapel Hill's southern transition area where the "urbanizing" land use designation was affected by the retraction of the urban service line, Chapel Hill planning staff has said that they will bring forth a resolution of this issue in April, 2004. Minutes and agenda materials from that meeting are attached. Page 7 (top right corner of this agenda), Item b. notes Chapel Hill's intent to take the initiative on this issue. FINANCIAL IMPACT: There is no financial impact associated with this decision. RECOMMENDATION(S): The Administration recommends that the BOCC adopt the following Joint Planning Area Land Use Plan amendments to correspond with the Town of Chapel Hill's Comprehensive Plan: 1. Changing the designation of the Greene Tract from "Landfill Pending Further Study" to "Housing /Recreation /Open Space /County Use." 2. Changing the designation of land south of Eubanks Road from "Open Space" to "Low Residential." 3. Changing the designation of land north of Eubanks Road, between the existing landfill and Millhouse Road, from "Mixed Use, Office Emphasis" to "Open Space." 4. Changing the designation of parcels between Millhouse Road and Interstate 40 from "Mixed Use, Office Emphasis" to "Rural Residential." 5. Changing the designation of the parcel northwest of the Greene Tract and southeast of the existing landfill (parcel known as the "Neville Tract ") from "Open Space" to "Non - landfill County Use." 3 of 9 A RESOLUTION AMENDING THE JOINT PLANNING AREA LAND USE PLAN AND MAP WHEREAS, Orange County, the Town of Chapel Hill, and the Town of Carrboro entered into a Joint Planning Agreement, dated September 22, 1987, as amended April 2, 1990; and WHEREAS, pursuant to the Joint Planning Agreement, a Joint Planning Area Land Use Plan and Map were adopted on October 13, 1986, by all parties to the Joint Planning Agreement, and have since been amended on several occasions; and WHEREAS, the Town of Chapel Hill's Comprehensive Plan, which provides a framework for the future use of land within the Chapel Hill Joint Planning Transition Area (Northwest Area), was adopted by the Chapel Hill Town Council on May 8, 2000; and WHEREAS, the Comprehensive Plan was the product of a two year planning process that involved numerous public officials, planners, and residents of the affected area and the Town; and WHEREAS, the geographic area covered by the revised Comprehensive Plan Land Use Plan includes the Chapel Hill Joint Planning Transition Area as identified in the Joint Planning Agreement, which area is also covered by the Joint Planning Area Land Use Plan and Map; and WHEREAS, implementation of revisions to the Chapel Hill Comprehensive Plan and Land Use Plan requires amendment to the Joint Planning Area Land Use Plan and Map; NOW, THEREFORE, THE ORANGE COUNTY BOARD OF COMMISSIONERS, CHAPEL HILL TOWN COUNCIL, AND CARRBORO BOARD OF ALDERMEN HEREBY RESOLVE that the Joint Planning Area Land Use Plan and Map be amended according to the attached map dated , 2003, with Area 1, the Greene Tract designated as "Housing /Recreation/Open Space /County Use," and Area 5, the Neville Tract designated as "Non - landfill County Use." This resolution shall become effective upon adoption by the governing boards of Orange County, Chapel Hill, and Carrboro. Upon motion of Commissioner seconded by Commissioner , the foregoing resolution was adopted this the day of i, Donna Baker, Clerk to the Board of Commissioners for the County of Orange, North Carolina, DO HEREBY CERTIFY that the foregoing is a true copy of so much of the proceedings of said Board at a meeting held on October 1, 2003 as relates in any way to the adoption of the foregoing and that said proceedings are recorded in the minutes of said Board. WITNESS my hand and the seal of said County, this day of Clerk to the Board of Commissioners G:1Comprehomlwe Planning DMGEND2403 SOCC AgendnOct WPA Chapel Hill MRawlubw Amending JPA,LUP.doo 4 of 9 Joint Planning Transition Area Chapel Hill Northwest Area Existing and Proposed Land Use Designations Map 1 Revised May 7, 2001 (Resolution # 2001- 05 -07 /R -b) Me#>` 2 Revised Legend Land Use Cates Rural A idorriiai, t " l2 10 5 ac. Low R"dwtal, 1-4 units /ac. Wdum Res+denW 4-8 ums 1a Nbw Use, C+ff1cocom. Emphasis hexed Use, Offlm Emphasis S Ir'ish9uli0rlal Open Spy UM Landfill Acbvtfw 5 of 9 special Areas Flocdplain with KD RYonlial School Ste Pcerdial Putdc Works W.1 facility Sda Boundaries Urban :err m Boundary Chapel Hill City Limb Z\ GIS Maps Prepared by Chapel Hill Planning APPROVED 6118102 MINUTES ORANGE COUNTY BOARD OF COMMISSIONERS ASSEMBLY OF GOVERNMENTS APRIL 29, 2002 The Orange County Board of Commissioners met in regular session for an Assembly of Governments meeting at 7:30 p.m. on April 29, 2002 at the Southern Human Services Center in Chapel Hill, North Carolina, COUNTY COMMISSIOONE_R$ PRESENT: Chair Barry Jacobs and Commissioners Margaret W. Brown, Moses Carey, Jr., Alice M. Gordon and Stephen Halkiotis COUNTY ATTORNEYS PRESENT: Geoffrey Gledhill and S. Sean Borhanian COUNTY STAFF PRESENT: County Manager John M. Link, Jr,, Assistant County Manager Rod Visser and Cleric to the Board Beverly A. Blythe (All other staff members will be identified appropriately below) CHAPEL HILL TOWN COUNCIL MEMBERS PRESENT: Mayor Kevin C. Foy and members Flicka Bateman, Pat Evans, Ed Harrison, Mark Kleinschmidt, Jim Ward and Edith Wiggins CHAPEL HILL TOWN COUNCIL MEMBERS ABSENT: Bill Strom, Dorothy Verkerk CARRBORO BOARD OF ALDERMEN MEMBER§ PRESENT: Mayor Michael R. Nelson and members Jacquelyn Gist, John Herrera (arrived Late), Diana McOuffee, Ajex Zaffron and Joal Hall Broun CARRBORO BOARD OF ALDERMEN MEMBERS ABSENT: Mark Dorosin HILLSBOROUGH TOWN COMMISSIONERS PRESENT: Mayor Joe Phelps and members Frances L. Dancy, Michael Gering, and Mark Sheridan HILLSBOROUGH TOWN COMMISSIONERS ABSENT: Kenneth Chavious and Evelyn Lloyd STATE LEGISLATORS PRESENT: State Senator Ellie Kinnaird and State Representative Verla Insko NOTE: All other participants are listed in the text as appropriate. NOTE: ALL DOCUMENTS REFERRED TO IN THESE MINUTES ARE IN THE PERMANENT AGENDA FILE IN THE CLERK'S OFFICE. OPENING REMARKS — CHAIR AND MAYORS Chair Jacobs said that Representative Hackney expressed his regret for not being in attendance tonight. 1. FY 2002 AND FY 2003 LOCAL GOVERNMENT BUDGETARY CONCERNS Orange County John Link made reference to a handout which gave a summary of major revenue and expenditure changes for fiscal year 2002 -03. He gave potential ways to offset possible loss of state revenues for FY 2002 -03. This document is hereby incorporated into these minutes by reference, Jackie Gist clarified that the 4.5-cent property tax increase was the projection following the recommendations and not what could happen if there is a loss of revenue. John Link said that if we were not able to address some of the reimbursement shortfall from the state, then the increase is inevitable. The 4.5 -cent increase is the worst case scenario in terms of the tax increase. Pat Evans asked how much fund balance would be projected and John Link said $12 million. She made reference to the in -range salary adjustments and John Link said that he is not sure if these will be 6 of 9 lunch, it would have a devastating impact. He asked what moron would come up with a suggestion like this, Today on NPR he heard that there Is going to be a discussion in the legislature reference the Highway Trust Fund, which has almost $1 billion in it. By the year 2007, that same fund will have close to $5 billion accumulated in It. He said that maybe the "good road state" needs to become the "good people state" and put roads on the back burner for a short period of time and take care of the needs of those least able to stand up and defend themselves. Mayor Foy said that he feels the municipalities need to focus on what might be achievable. He said that what might be achievable for next year with the legislature and the Governor is an agreement not to take the utilities franchise fees, Further, it would be helpful to understand that we need to set the tax rate by ,July 1 ". This gives a short window of opportunity to try to take into account any action that the legislature can take this year to secure those funds for us next year. Joal Hall Broun said that what the municipalities are doing now is dipping into their fund balances. Next year, they will not be able to do that. Even if the money the State has taken is returned, it will take the Town of Carrboro three to five years to recover. She asked that the local delegation look at what cutting funds in mental health will do to the jails and the increase in prisoners. She said that it would be worse long -term and these short -term solutions do nothing for the State. Representative Insko agreed with Jackie Gist that at the State level they are raising taxes by withholding money from the local jurisdictions. She thinks that this is a strong argument. Senator Kinnaird made reference to an article she wrote to the News and Observer. She said that today she got a fax from someone in Holly Springs who accused her of leaving the democratic party advocating for taxes. She made reference to the comment about where all the money went and said that there have been three hurricanes and one flood. She said that the tax revenue that is supposed to be coming in is actually increasingly going down, so that each year we have less revenue, The State has sent out pledges to each legislator saying, "I will not raise your taxes." She said that it is so frustrating because even though the statewide poll showed that 87% of the people are in favor of raising taxes on tobacco, they said they could not do it because it was an election year. She is to the point of despair and frustration. Chair Jacobs said that if the people in the legislature do not have the guts to do it, then they should give the municipalities the authority to levy revenues and the freedom to meet the responsibilities. He said that Orange County Is not going to let elderly people starve because the State is cutting funds. Orange County will not turn its back on anyone, but we do not have the tools or the opportunities to help us meet those responsibilities. Pat Evans said that what is allowed for one municipality or county needs to be given to all municipalities or counties. John Herrera said that we need to go and sit with the Governor and have a negotiating team to get what we want. We need to put pressure on the elected officials. Senator Kinnaird said that on May 281", which is the opening day of the Legislature, a rally starts at the Clarion Hotel at 9:00 a.m, and it marches to the Governor's office and the Legislature. It is called a Rally for Justice and includes almost all of the non - profits. 2. CHAPEL HILL COMPREHENSIVE PLAN AMENDMENTS a. Chapel Hill Comprehel3sive Plan AMendments for the Northwest Area Chris Berndt made this presentation. At the Joint Planning Area Public Hearing on April 11, 2001, a series of amendments In Chapel Hill's Northwest Area were presented. The amendments were: 7 of 9 1) Changing the designation of land south of Eubanks Road from "Open Space to "Low Residential "; 2) Changing the designation of land north of Eubanks Road between the existing landfill and Millhouse Road, from "Mixed Use, Office Emphasis" to "Open Space "; 3) Changing the designation of parcels between Millhouse Road and Interstate 40 from "Mixed Use, Office Emphasis" to "Rural Residential "; and 4) Changing the designation of the Greene Tract from "Landfill fending Further .Study" to "Dousing /Open Space," The Planning staffs of Chapel Hill, Carrboro, and Orange County note the following options for proceeding toward adoption of the proposed amendments to the Joint Planning Land Use Plan and map: 1) Adopt the proposed amendments to the Joint Planning Land Use Plan and Map as adopted by the Chapel Hill Town Council on May 7, 2001; or 2) Adopt the proposed amendments to the Joint Planning Land Use Plan and Map as adopted by the Chapel Hill Town Council on May 7, 2001, but leave the designation of the Greene Tract unchanged from its 1966 Land Use Plan designation ( "Future Landfill, Pending Future Study) until a final use is determined for the Greene Tract; or 3) Adopt the proposed amendments to the Joint Planning Land Use flan and Map as adopted by the Chapel Hill Town Council on May 7, 2001, but designate three uses (housing, open space, and recreation) for the Greene Tract, as adopted by the three governing bodies in November and December of 2001; or 4) Postpone adoption of the proposed amendments to the Joint Planning Land use Plan and Map until the Greene Tract Work Group finalizes recommendations for a concept plan on the Greene Tract, Chair Jacobs asked if the staff is looking for direction as to which of the four approaches to take at this time. Chris Berndt said that they were laying out the approaches at this time, Chair Jacobs said that one way to approach it would be to wait and incorporate the Greene Tract which is option #4. Everyone agreed to this approach. b. Southern Portion of Chapel Hill Transition Area Within Joint Planning Area Orange County Planning Director Craig Benedict made this presentation, He said that adoption of the new Chapel Hill Comprehensive Plan in May 2000 resulted in a northward shift of the Urban Service Boundary away from the Southern Triangle Transition Area. No change to the Joint Planning Area Land Use Plan has yet been proposed for this area. Mayor Nelson left the meeting at this point at 8:57 p, m. Commissioner Brown asked Craig Benedict why we would not want to do this and he said that it would be consistent to an amendment to the plan. That area would be similar to the other rural buffer areas that are not being serviced with urban services. It would take a formal public hearing and a formal amendment process. There are areas within the extraterritorial jurisdiction of Chapel Hill that would not be serviced by urban services, but that could stay within the planning jurisdiction, Mayor Foy said that his board has not really discussed this, and he does not think they would be comfortable taking an action to move it forward without having given it consideration. He would like more time. Commissioner Gordon concurs with the Chapel Hill Town Council taking the initiative. 8 of 9 Commissioner Brown asked and Mayor Foy said that they could put it on the next Assembly of Governments meeting agenda. Commissioner Brown said that it was her understanding that it already has been adopted into the water and sewer boundary agreement. Craig Benedict said that the water and sewer boundary agreement was a separate document. The agreement reflects the change in the map. Ed Harrison clarified that all areas in the rural buffer are in the Joint Planning Area, but only Orange County has zoning jurisdiction in them, He asked if areas have been added to the rural buffer over time and the County Attorney said that no change has been made, 3. REFRESHER ON 011-ID WASTE INTERLOCAL AGREEMENT �L Greene Tact Dilnosition/Reimbursement Commissioner Carey made reference to the work that has been done by the Greene Tract Work, Group. He said that a 60 -day extension has been given by Orange County and Carrboro. Chapel Hill will be considering it on their agenda soon. He commended the work group for the six meetings and the hard work. There is a little more work to do and the staff has to pursue a survey of the area around the Greene Tract to learn the best (most appropriate) route to get public sewer to the site. This will help in deciding where affordable housing can go on the site. Pat Evans said that the Chapel Hill Council has worked to try to integrate types of housing rather than having a single range of housing types. In the resolution that the Council passed in regard to the Greene Tract, they included moderately priced housing as well 'as affordable housing because of their policy of not locating public housing all in one neighborhood. They would prefer to have mixtures of housing types, Commissioner Carey said that he believes that most people in the work group want to maximize the amount of affordable housing that can be built on the site because there are so few opportunities available for affordable housing. Flicka Bateman asked if the Greene Tract Work Group has talked about the number of units that may be allowed on the rest of the tract because that would better tell how many people would be served as opposed to talking about the acreage. Commissioner Carey said that they started out tallying about the number of units but gravitated toward talking about acres. The work group will talk about this further after the survey is finished. Jackie Gist said that the work group needs to further discuss the future of the 11 -acre tract. She asked that this 11 acres be put in a trust to be used in 25 years to provide affordable housing, Kevin Foy made reference to the map of the Greene Tract. He noted that the blue on the map is the location of the eleven (11) acres in question. He made reference to the pink and brown areas located to the north and adjacent to the eleven acres and said that water and sewer could probably be provided to this area most economically, This is the area where the survey will take place. A lot of money will be invested for some housing on the pink and brown part, He feels that the neighborhood needs to be involved in the decision for this entire area. He urged all of the boards to also put the 11 acres in a trust for affordable housing use at a later time. Jim Ward said that It seems that this is going to be a very close dense affordable housing project. The transportation issues concem him. He wants the County to take the next step to decide on the acreage that is solely owned by Orange County. 9 of 9 ASSEMBLY OF GOVERNMENTS AGENDA ITEM ABSTRACT Meeting Date: September 29, 2005 ITEM 4 SUBJECT: Assembly of Governments Discussion Item: Mechanisms to Reach the Goal DEPARTMENT: Carrboro, Chapel Hill, PUBLIC HEARING: Hillsborough, Orange County Planning and (Yes /No) Housing ATTACHMENT(S): None INFORMATION CONTACT: PURPOSE: To provide the members of the Assembly of Governments with an opportunity to discuss `Mechanisms" that may be available to reach an Affordable Housing Goal. The following statements are provided for discussion purposes: A. Agreed upon plan to implement in all jurisdictions involving actual numbers B. Use of low- income tax credit programs C. Use of more frugal /cheaper building alternatives D. Use of any other mechanism to maintain the affordable housing stock E. Rental vs. Ownership BACKGROUND: None