HomeMy WebLinkAboutMinutes 03-21-2026-Retreat 1
APPROVED 4/21/26
MINUTES
ORANGE COUNTY
BOARD OF COMMISSIONERS
MINI-RETREAT
March 21, 2026
1:00 P.M.
The Orange County Board of Commissioners met for a retreat on Saturday, March 21, 2026 at
1:00 p.m. at Whiffed Human Services Center in Hillsborough, NC.
COUNTY COMMISSIONERS PRESENT: Chair Jean Hamilton, Vice-Chair Amy Fowler, and
Commissioners Jamezetta Bedford, Marilyn Carter, Sally Greene, Earl McKee (arrived at 1:20
p.m.), and Phyllis Portie-Ascott
COUNTY COMMISSIONERS ABSENT: None.
COUNTY ATTORNEYS PRESENT: None.
COUNTY STAFF PRESENT: County Manager Travis Myren, Deputy County Manager Caitlin
Fenhagen, and Clerk to the Board Laura Jensen. (All other staff members will be identified
appropriately below)
Chair Hamilton called the meeting to order at 1:00 p.m. All commissioners were in
attendance, except for Commissioner McKee. The commissioners introduced themselves.
Cy Stober, Planning and Inspections Director, introduced the topics for the retreat.
The Board received presentations and engaged in a roundtable discussion on housing markets
and pricing as response to the Board's request for additional background information for the Land
Use Plan 2050 process.
BACKGROUND: At its April 8, 2025, work session, the Board reviewed a tentative schedule for
receiving presentations from County staff and in some cases, guest presenters, to provide
additional background information for better informing its direction on the Land Use Plan 2050
process. The Board's preference was for staff to schedule work session and retreat agenda items
to receive the information.
Attachment A is Part A of the BOCC request for additional information grouped into six (6) topic
areas by subject. To cover all topic areas, presentations to the Board were scheduled for work
sessions on September 9, October 14, and November 11, 2025; half-day retreats were scheduled
for November 14 and November 21, 2025, and March 21, 2026. The half-day retreats were
needed to cover Part B (Attachment B) of the Board's request for information, which includes
several guest presenters.
Agenda Item 1— Housing Availability and Affordability
Yonah Freemark, a principal research associate in the Housing and Communities Division at the
Urban Institute, presented to the Board. Sections of the presentation included:
2
• Introduction
• Setting the stage: Orange County in the broader housing market
• How does land-use policy impact housing construction?
• How does housing construction affect housing affordability?
• What is the link between urban design, urban expansion, and transportation?
• Implications for Orange County
• Potential opportunities for Orange County
Slide#1
Orange County Board of Commissioners/March 2026
Generating Effective Approaches to
Land-Use Policy in Orange County
:::URBAN
•. Ix.rlrurl•111ratrl•r.1•.1.Ar1 YonahFreemark
Slide#2
HOUSING IN ORANGE COUNTY
About the Urban Institute and Our Research
The Urban Institute is a nonprofit
research organization that believes
decisions shaped by facts have the
power to improve public policy and
practice, strengthen communities, and
transform people's lives for the better.
ALL RESEARCH FINDINGS REFLECT
THE EVIDENCE-INFORMED VIEWS
OF URBAN RESEARCHERS ALONE
AND SHOULD NOT BE ASCRIBED
TO THE URBAN INSTITUTE.
Y R A A N I N 5 7 1 T V T■
3
Slide #3
• The housing market today
• Land-use policy's impacts on
construction
• Housing supply's impacts on
Agenda affordability
• Links between urban growth
patterns and transportation
• Implications for Orange County
Slide#4
Orange County in the Broader
.. • using Market
Slide #5
Themes of the land use plan:
• Cultivate sustainable development
•A reminder: Key Protect natural resources
aspects of the draft Advance opportunities for
attainable,equitable housing and
2050 plan employment
• Implement sustainable
transportation and economic
development initiatives
4
Slide #6
HOUSING IN ORANGE COUNTY
Orange Has Added Homes More Slowly Than
Other Counties in the Region
Change in housing units from 2000,by county
tAlamance County +Chatham County +Durham County Orange County has
-*-Orange County -*-Wake County gained about 25%
200% additional housing units
180%
since 2000, a far lower
rate than the rest of the
160% Triangle.
140%
120%
100%
2000 2010 2020-2024
U R 9 A N - t N s T I U T c Source:US Census 2000 and 2010;ACS 2020-2024. E
Slide#7
HOUSING IN ORANGF COUNTY
Home Prices in Orange County Have Risen
Rapidly, But Not As Quickly As In Other Counties
Change in median housing value from 2000,by county
tAlamance County -*-Chatham County (Durham County Median housing values
+Orange County Wake County
have risen dramatically
350% J' throughout the Triangle
300% since 2010, with
250 especially high rates of
appreciation in
200% Chatham County.
150%
100%
2000 2010 2020-2024
IT a ^ t N s T t t U T [ Source:US Census 2000 and 2010;ACS 2020-2024.Data for Chatham County in 2010 is estimated.Not adjusted for inflation.
Commissioner Carter said Orange County has always had higher valuations than other
counties, and asked if it was possible that the county was starting at a higher point and other
counties are catching up.
Yonah Freemark said that was correct.
5
Slide #8
HOUSING IN ORANGE COUNTY
But, by Some Measures, Orange Remains Less
Affordable Than Surrounding Counties
Median home value as share of median household income Median annual rent as share of median household income
6 25
5 20%
4
15%
3
10%
2
1 5%
0 0%
Alamance Chatham Durham Orange Wake Alamance Chatham Durham Orange Wake
County County County County County County County County County County
u R 9 A N I N s T I T U T[ - Source:US Census ACS 2020-2024.
Yonah Freemark said it would take 5.7 years for someone to pay off their house in Orange
County, if they spent all their salary on housing. He said that the median household income in
Orange County was lower than Wake, but higher than Durham.
Vice-Chair Fowler asked if this information included students.
Yonah Freemark said it includes students.
Chair Hamilton said there is no control for composition of the households. She said
because the community has a lot of students, it's going to both lower median household income
and increase demand for housing.
Yonah Freemark said that is correct. He said that the student population in Orange County
is declining as a share of the population.
Commissioner Greene said UNC Chapel Hill is looking to add 500 students each year to
increase their student population to 5,000.
Yonah Freemark said something to consider is how well UNC can absorb those students
through dormitories.
Commissioner Portie-Ascott there are other people in the community who are not able to
afford to live in the county.
Yonah Freemark said the students are just a portion of the market.
6
Slide #9
HOUSING IN ORANGE COUNTY
Unlike in Other Counties in the Region, in Orange,
Apartment Units Are a Declining Share of Total
Share of housing units in buildings with 5 or more units,by county As they have grown,
-0-Alamance County Chatham County Durham County other Triangle counties
�OrangeCounty �WakeCounty have added apartment
30%
units as a share of the
25% _ building stock. But since
1980, Orange has
20%
become more
15% dominated by single-
10°% family homes,
50% potentially limiting
housing options.
0%
1980 1990 2000 2008-12 2020-24
u x e A IN I If s T I T U T c - Source:US Census 1990,1990,2000,2010,and ACS 2020-2024.
Commissioner McKee arrived at 1:20 p.m.
Commissioner Bedford said that Chapel Hill recently approved several new apartments.
She said that there are vacancies in some of the high-end expensive complexes.
Yonah Freemark said complexes that were recently opened would not be included in the
data. He said he uses 5-year estimates because they have a lesser margin of error. He emphasized
that Durham and Wake have also been adding housing.
Chair Hamilton said the Board recently received information that county is meeting its
needs for apartments and multi-family units, but is falling behind in single-family homes.
Yonah Freemark said the Board should consider if Orange County is an island or if the
county is part of a metropolitan region. He said it's harder to compile data on that, because there
aren't good surveys on people's housing choices from that perspective. He said it raises questions
such as are there a number of people in the Triangle who would like to live in Orange County, but
can't because there aren't enough apartments.
7
Slide#10
HOUSING IN ORANGE COUNTY
Orange County Has Become More Occupied by
Homeowners and One-Person Households
Share of households that are owners Share of households that are one person
-0-Alamance County-0-Chatham County Durham County -0-Alamance County-0-Chatham County Durham County
Orange County Wake County Orange County Wake County
85% 36%
80% 34%
75% 32%
70% 30%
65% 28
26%
60%
24%
55%
22%
50% 20%
1990 2000 2010 2020-24 1990 2000 2010 2020-24
u R 9 A N I N s T I T U T [ Source:US Census 1990,2000,2010,and ACS 2020-2024. 10
Yonah Freemark said the share of households that are owners are affected by the type of
available housing stock. He said the share of households that are one person may mean that
there are more older adults who are living by themselves and staying in their homes.
Commissioner Carter asked if the data in share of households that are owners table could
show a regional effect.
Yonah Freemark said it could be, but they would need to wait 5 years to determine trends.
Commissioner McKee asked if the influx of high wealth residents affects the share of
households that are owners.
Yonah Freemark said yes. He said Orange County may be a more attractive place for higher
income people who want to live in single-family homes. He said there may be a great demand
among higher net worth and higher wealth individuals to live in the county. He said retiree
income may not represent their wealth, but they are able to afford higher expense homes.
Commissioner McKee said people in that category also carry less debt. He said 30 to 40
years ago there was a belief that Orange County would be the bedroom community for the
Triangle, and there was an illusion created that the county was somewhere you could live but
work somewhere else.
Yonah Freemark said the interpretation of the date is that Orange County made land use
decisions that encourage a pattern of growth that's like Chatham County. He said Orange County
wants to be the place where people buy large lot single family homes. He said this is a trend that
Chatham County is following, while Wake and Durham have focused on broader housing diversity
and diversity of individuals that live there.
Commissioner McKee said he thought that would continue.
8
Slide#11
HOUSING IN ORANGE COUNTY
The County's Greatest-Needs Residents Face
Persistent Housing Challenges
Affordable and available housing units for every 100 extremely low- Share of people living in poverty residing in high-poverty
Income residents neighborhoods
70 _ 25%
60 20%
50
40 _ _ 15%
30 10%
20
5%
10
0 0%
Alamance Chatham Durham Orange Wake Alamance Chatham Durham Orange Wake
County County County County County County County County County County
-U N R A N. I N R T I T U T R - Source:Urban Institute Upward Mobility Dashboard(using 2023 data).
Yonah Freemark said excluding students, Orange County is second from the bottom in
providing affordable housing units to extremely low-income residents. He offered to examine in-
depth the share of people living in poverty resident in high-poverty neighborhoods.
Commissioner Carter asked what the picture looks like outside of these counties.
Yonah Freemark did not have that information available.
Commissioner Bedford said Chapel Hill has the housing authority, so that is where public
housing is located. She said mobile homes are decreasing in the towns and county, and there are
historic minority communities through the county as well.
Slide #12
HOU5ING IN ORANGE COUNTY
Conditions Imply that Orange County is Not
Providing Homes for Those Who Need Them
• A majority of Orange County workers are commuting in from
elsewhere.They're likely doing so because they can't find the
affordable homes they need.
• The housing market is concentrating a specific demographic of
residents—homeowners in single-family homes—rather than
accommodating the broader market found throughout the Triangle.
U R B A N I N 5 T I T U T R 1_
9
Yonah Freemark said he suspects that there are people who can't afford to live in Orange
County but live in Chatham or Wake, which leads to congestion on highways. He said the
statement "is housing affordable to people in Orange County;' you aren't necessarily capturing
people who would live in the county if they could. He said he is also concerned that the land use
policy and the housing market in the county is concentrating a specific demographic of residents
in the county that is different than the rest of the Triangle. He said that is the trend that county
is going on, but questioned if it must be the trend in the future.
Slide #13
How Does • -Use Policy Impact
Housing Construction?
Slide#14
HOUSING IN ORANGE COUNTY
• Local governments use regulations
to constrain what can be built.
• "Deregulation," "zoning reform," or
I`upzoning"typically mean making it
Land-use possible to build more (more units,
regulation and more stories, etc.) on the same lot.
housing investment Common regulations are:
• Minimum lot area per unit
• Minimum parking requirements
• Maximum height(stories or feet)
• Maximum floor area ratio
I N•T 1 7 N T f
10
Slide#15
HOUSING IN ORANGE COUNTY
Restrictive zoning, particularly in the
form of large-lot, single-family-only
zoning, is associated with:
• Less construction
What's wrong 0 Higher housing costs
with current
• Higher economic and racial
zoning policy? segregation
• Higher automobile dependence
R B A N - I N i T l T U T L 1S
Slide #16
HOUSING IN ORANGE COUNTY
Compared to Much of the Rest of the Triangle,
Orange County is Zoned for Fewer Apartments
Neighborhoods where
0 multifamily apartments can
be built by right �- - -
o, m
Outside of Carrboro, Chapel Hill, =' ,
and Hillsborough, very little land
is zoned to enable multifamily
Cary 'FAL�tGH��
housing, minimum lot sizes are n
high, and all housing must be
associated with off-street 'g
parking.
s.A N I N s T I T U T [ Source:National Zoning Atlas.
Commissioner McKee said that water and sewer affects where apartments can be built.
Yonah Freemark said that there's been a policy connection between the provision of water
and sewer and zoning policy.
Chair Hamilton said the costs of water and sewer and who pays is also a question.
11
Commissioner Carter asked how much of the growth in multi-family housing in Wake
County occurred in unincorporated areas where they presumably lack water and sewer capacity.
Yonah Freemark said most of the growth occurred in municipalities, but it's been made
possible by aggressive annexation policies. He said those municipalities associate annexation
process with provision of urban services.
Commissioner Carter said Chair Hamilton's point of "who pays" is a central question.
Yonah Freemark said it's common to impose impact fees if you can justify it.
Commissioner Greene said the General Assembly would not be in favor of impact fees.
She said that the WASMPBA requires that developers pay. She said she'd like to see the capacity
report done by Chapel Hill. She said she had a needs analysis report that said Chapel Hill needs
to increase housing production of all types by 35%. She said Hillsborough is doing the same, and
Carrboro has two transition areas that are designated for housing. She said this doesn't all have
to occur in rural Orange County.
Slide #17
ltill C I J.^.iFh C.:C.Ci ll J-Y
The Theory Behind the Current "YIMBY"
Movement to Reform Zoning
Zoning as it currently Reform could
exists restricts alter zoning to
housing construction allow more More building
and therefore limits construction
housing affordability
• U R B A N - I N B i 1 7 U 7 B - 1/
12
Slide#18
111-1, IV 2�41 C_=:Ci LJ V-Y
• Over the short-term, upzonings may
or may not increase construction.
What do we know • Over the long term, upzoning likely
expands construction, but the scale
about zoning of upzoning matters: The bigger the
reform's impact on upzoning, the more likely it will have
housing an impact.
construction? • Downzoning reduces construction.
N••A N - I N 5 T I T N T [
Chair Hamilton said there is a concept called "amenity effects," where upzoning and
providing more amenities increases demand and reduces affordability.
Slide#19
111-IC IV CIJLJV-Y
How Might Zoning Reform Affect...
Neighborhoods Versus a Region Overall?
• Zoning reform's impacts are localized: They impact the neighborhoods
where they are implemented.
• But construction doesn't automatically follow! Construction is only
feasible under the following circumstances:
1. Zoning change produces a large difference between a parcel's current built
("improvement") value and its potential built value.
2. A neighborhood has high enough rents or home values to cover the costs
associated with new construction.
3. The real-estate market overall is profitable to investors at a return equivalent to,
or higher,than other types of investment.
• U R N A N - I N{T I T•T[ • 29
13
Slide #20
How Might Zoning Reform Affect... Investment in
Different Types of Construction?
• Experience in cities like Los Angeles and Portland shows how cities can
accommodate high levels of new density through accessory dwelling
units(ADUs)and small-scale apartment buildings.
• In cities like Houston and Nashville, reduced minimum lot area
requirements have enabled"tall-skinny"homes:tightly spaced
townhomes.
• In cities like New York and Washington,rezonings have encouraged
the creation of high-density, mixed-use districts.
Commissioner McKee asked how the information relates to what Orange County can do.
Yonah Freemark said it depends on whether you see unincorporated Orange County
playing a role in accommodating additional housing growth or not. He said if you think the county
should play a role in that, then you must identify the parts of the county that can accommodate
housing and can be associated with water and sewer, for example.
Commissioner Carter said ADUs could be an option for the county. She said in Portland,
ADUs are dispersed throughout neighborhoods.
Vice-Chair Fowler said ADU rules were relaxed recently.
Commissioner Portie-Ascott said this slide made her think of the Buckhorn EDD.
Commissioner McKee said zoning around intersections might be appropriate.
Yonah Freemark said there could be a situation where the county wants to preserve low
density for most of the county, while also accommodating opportunities for higher density
development types.
Slide #21
How Might Zoning Reform Affect... Direct
Investment in Affordable Housing?
• Affordable housing projects need an accommodating land-use
environment to be feasible, because they typically need to be efficient
in their land utilization.
• Moreover, most feasible subsidized affordable housing projects—like
those supported by the Low Income Housing Tax Credit(LIHTC)
projects—can only be built affordably as multifamily complexes.
x eaYIMlITYT. _I
14
Slide#22
How Does • Supply Affect
Housing Affordability?
Slide #23
The Theory Behind the Current"YIMBY"
Movement to Reform Zoning: Affordability
There is less
Zoning reforms More housing competition for
enable additional units are built housing units,
housing construction in a place meaning more
affordability
Slide#24
The Ideal Link Between Zoning Changes and
Housing Affordability
Zoning reform . . increase
housing construction
Ideally...
Increased housing constructionoccurs
Increased supply-side competition for
Lower housing costs,both in
neighborhood and'in region
u...•....r��•r. _
15
Slide #25
HOUSING IN ORANGE COUNTY
The Reality of Complicating Factors—Making
Affordability Harder to Achieve
Zoning reform designed to increase
But... housing construction
Increased speculation in local real estate
Increased demand-side competition for
plus demolition of existing
affectedSteady or
her housing costs in the
neighborhood
R R R S N I N 5 T I T Y T E
Yonah Freemark said regional housing needs affect the availability of affordable housing
in Orange County.
Slide#26
HOUSING IN ORANGE COUNTY
• New construction helps
accommodate housing demand,
thus reducing upward pressure in
What do we know highly sought-after areas.
about the effects of The most likely impact of more new
new construction construction over the medium to
on housinglong term is moderation of price
increases in both the affected area
affordability? and the region overall.
• Construction cannot make housing
massively more affordable on
average or investors would not
build.
R R R S N- I N 5 T I T R T 1 - 26
16
Slide #27
HOUSING IN ORANGE COUNTY
New Housing is Unaffordable to Most Residents,
But Can Allow "Filtering" of Older Units
Estimated share of Orange County households that could afford a median home,by year
housing unit constructed
Less than a third of
50% Orange County
40% households can afford
30% the cost of a recently
20% constructed home
10% ($638,000).
0%
wetti�pw�pc qti q �, qqq qq ot oa t�e t
10p e p 0 p oe op oy co
e totip to
q3
ti
Year housing unit built
u a e A N I N s T I T U T [ Source:US Census ACS 2020-24.Assumes mortgage rate of 5.8%;20%downpayment;0 other debts.
Yonah Freemark said building more housing can lead to a filtering effect, where older
homes become less competitive for people to afford.
Chair Hamilton said she's read other research that filtering doesn't work in certain
locations because older homes do not become less expensive. She said it's important to her to
understand that so the Board focuses on areas where they can make changes.
Yonah Freemark said one thing that stands out to him on slide #27 is the higher costs for
homes built before 1939, because people see a lot of value in those types of homes.
Chair Hamilton said lot size can also affect the value and interest in the home.
Commissioner McKee said the cost of lots have gone up considerably in the last 50 years.
Commissioner Greene said a study she shared to the Board from the Texas Low Income
Housing Information says that housing requires subsidies. She said that there is discussion on
filtering that casts some doubt on it. She wanted to talk about filtering with respect to rental
properties. She said that they talk about naturally occurring affordable housing, but that refers
to housing that has fallen into disrepair. She said trickle-up housing can make a difference,where
you build subsidized housing and then people can live in that instead of low market rate housing,
freeing up units.
17
Slide #28
Adding Homes Can Keep Costs Down for the
Middle of the Market
Median housing values as a multiple of median incomes,2022 Metropolitan areas that added
O Metro areas with low housing values Metro areas with middle and high h—mg-1— more housing units between
to
2000 and 2022 had lower
housing costs by 2022,
8 meaning that the typical
middle-class household was
" much more likely to be able to
gam" Mlaml
afford buying a house.
4
2
04 20% 46% 60% 80%
Change in housing units,2000 to 2020
U R B A N I N S i 1 7 U}R . Source:US Census 2000 and 2022;ACS 2020-24. 2b
Slide #29
But Can We Be Sure That Zoning Reforms—and
New Housing Supply—Target All Needs?
The influence of zoning reforms is likely to vary!
• Location: Reforms may enable construction in some neighborhoods,
but not those where people most want to live. As such, those areas
may continue to become more expensive.
• Housing type and tenure: Reforms may intentionally encourage
investment in multifamily, rental projects.That may not reduce costs
for people in the market to buy single-family homes.
• Affordability: If reforms are not associated with more investment in
subsidized affordable housing, they may not help households with low
incomes.
u R e w x I N f i 1 f U I
Commissioner McKee asked how the county can avoid driving out residents due to the
taxes required for subsidies.
Commissioner Portie-Ascott asked if filtering can help address housing needs.
Yonah Freemark said filtering is made possible through the construction of substantially
more housing units which make the existing market more affordable. He said this helps address
the middle-income market. He said there are other policy decisions that should be considered.
He said the low-income housing tax credit is key for people in the moderate-income range. He
18
said the credit was expanded so it is possible to build subsidized housing for people at 60% of
AMI. He said if the zoning doesn't allow those properties to be built then you can have any low-
income housing tax credit projects.
Slide #30
HOUSING IN ORANGE COUNTY
Public Subsidies Are Essential to Meet the Low
End of the Market
Share of renters with extremely low incomes and severe cost burdens,
2022 For the lowest-income renters,
•Metro areas with low housing values'- Metro areas with middle and high housing values regions with limited housing
construction but more public
�% Oalles housing subsidies had less
housing cost burden than those
Nex Yerk
regions with high housing
• • � •
70% •-' �Ie,«a°°' construction and fewer housing
• B�° subsidies.
60%
50%
20 30 40 50 60 70
HUD-supported housing units per 100 extremely low-income renters,
2022
U■B A N• 1 N•T 1 T U T• • Source:US Census 2000 and 2022;ACS 2020-24;US Department of Housing and Urban Development(HUD). 30
Slide #31
What is the Link Between • .
Design, • and
Transportation?
19
Slide #32
HOUSING IN ORANGE COUNTY
The Primary Way By Which US Cities and
Counties Have Accommodated Housing is Sprawl
Sprawling development has the advantage of being cheaper for investors
and households.
• "Drive'till you qualify"is a real phenomenon that results in people living further and
further from one another, if land-use policies enable it.
But sprawl has major impacts on natural ecologies, destroying habitats.
It also has substantial effects on transportation use and costs.
U R B A N- I IS S T I T U T R -
Slide #33
HOV5ING IN ORANGE COUNTY
Different Development Patterns Have a Major
Impact on Transportation Choices
Densely developed Node-based development Sprawl El
(e.g.,conservation subdivisions) ■
■ e■ °■ ° ❑ El
o �❑ ° ❑ ❑
Ll
• Low transportation costs, Low transportation costs • High transportation costs.
due to limited travel needs. for neighborly needs,but • High transportation-
• Limited transportation- high costs for other needs. produced emissions.
produced emissions. Mid-level transportation- • Virtually all trips must be
• Easy ability to travel produced emissions. done by car.
without driving. Walking,biking feasible—
but only for local trips.
•U R R A N- 1 N S T 1 T U T 1 33
20
Slide #34
People May be Willing to Shift to Non-Car Means
of Transportation—But Only in the Right Contexts
Only a very small share of noncollege Orange County residents get around
by anything other than driving.
Encouraging residents to shift travel patterns is infeasible if land-use policy
isn't coordinated around effective transit.
U R B A N I N b T I T U T T
Slide#35
Urban Design Can Make or Break the
Effectiveness of a Transit Corridor
A potentially effective transit An ineffective transit line An ineffective transit line
line
❑ Homes and ❑ Densities of The route is too
❑ ❑ are located El ❑ homes are too ❑ indirect and too
directly along low near the ❑ slow to compete
the route.The route to attract with driving
line runs many riders. options.
frequently and
quickly. ■ ■
U R R A N 1 N s T 1 T U T
21
Slide #36
HOUSING IN OMNGE COU-
How About Urban Growth Boundaries?
Orange County maintains a rural ❑
buffer zone surrounding Chapel
Hill and Carrboro that acts as an
urban growth boundary.
Classically, we would expect: ❑ ❑
❑ New development on the
outside edge,increasing ❑
transportation times and costs. ❑ ❑
❑ Higher housing prices in the ❑ ❑
core,reducing affordability.
•...A N. I N f T 1 i U T 1
Commissioner Greene referenced research on Portland's urban growth boundary, which
found that contrary to common claims, housing price growth in Portland wasn't unusual for a
western city experiencing economic expansion. She said that both Denver and Salt Lake City
without growth boundaries experienced similar price increases during the 1990s.
Yonah Freemark said Portland is a great example for preserving agricultural and natural
spaces, and reducing segregation. He said that Orange County is not an island and that may be
why there is development in Chatham County, because growth is constrained only within Orange
County. He said that the county cannot act alone.
Slide #37
Implications and Opportunities •
Orange County
22
Slide #38
1 Ci ll M1C.IV CiAf C=C(i IIV-Y
Challenges in the Market Make Addressing
Orange County's Housing Costs Difficult
• Construction costs have increased rapidly due to inflation in labor
costs, higher materials costs, and tariffs.
• Debt remains expensive for both investors in new buildings and
homebuyers.
• Incomes haven't increased as rapidly as other costs.
• The federal government hasn't increased support for very affordable
housing—though it did expand the LIHTC program in 2025.
U R B A N I N S T I T U r f
Vice-Chair Fowler asked if the county should try to time the market for when things
improve, or do you average costs and keep trying, hoping it will get better in the future.
Yonah Freemark said ideally the county would act on this plan and make sure it achieves
the desired outcomes. He said they should do so in a way that when the housing market
improves, development can respond appropriately.
Slide #39
Orange County Has Conditions That Make it
Somewhat Different than the Rest of the Triangle
• Housing construction in the county is slower than elsewhere, and it's
more focused on single-family homes for sale.
• Housing costs—for rent or sale—are arguably the highest among
Triangle counties, and low-income renters are cost burdened.
• Outside parts of Carrboro, Chapel Hill, and Hillsboro, zoning for large-
lot single-family homes dominates.
• Current land-use policies may be contributing to higher home prices
and increased transportation costs.
• U R B A N - I N S T I T U T i - JJ
23
Slide #40
Options for Orange County to Help Address
Needs and Ensure Effective Outcomes
• State law limits the county's ability to use inclusionary zoning or
enforce higher levels of environmental protection.
• Even so, the county can:
• Encourage additional construction by zoning for more homes, but in a way that
limits impacts on ecologies and habitats, e.g.,through density, use of public
land,and conservation subdivisions.
• Reduce transportation costs by designating concentrations of homes, especially
near frequent,fast transit.
• Increase funding for affordable housing through direct spending.
• Collaborate to refine the rural buffer zone.
U R B A N I N S T I T U T S 41
Slide#41
Linking Approaches to the Land Use Plan's Stated
Themes
Land use plan themes Approaches
. - . - ..
Protecting . . neargood
transportationAttainable housing Fund affordable housing
Sustainable
• U R B A N - I N S T I T U T R - 4'-
24
Slide#42
PracticeL. XA
Land Use,and Transportation
Urban
aim yfreemark@urban.org
Agenda Item 2—OWASA Utility Service Capacity and Limitations
Todd Taylor, Orange Water and Sewer Authority Executive Director, provided a
presentation to the Board on water and sewer capacities, constraints, ability to serve residential
development in the future. He was joined by Board Chair Michael Hughes, Deputy Executive
Director Monica Dodson, and Director of Engineering Vishnu Gangadharan.
Slide #1
Board of Orange
CountyCommissioners
Housing
25
Slide #2
OWASA, Then and Now
• Began Operation in February 1977 - • }
• Prior to OWASA,water and sewer system
separately owned and operated by the University
and the Towns of Chapel Hill and Carrboro
• OWASA executed agreements with the Towns of
Carrboro and Chapel Hill and the University of JO�� ►�
North Carolina at Chapel Hill which define OWASA's ~'
obligations and responsibilities err
NOW
• Provide drinking water,wastewater and reclaimed -
water services for 85,300 people in the towns of �
Chapel Hill and Carrboro and the University
• University is OWASA's largest customer(about 20% r•�' '
of drinking water sales)
1
About 148 employees(includes three apprentices)
Taken In the 1990s
Todd Taylor explained OWASA's formation 50 years ago when Chapel Hill, Carrboro, and
UNC had separate water distribution and sewer collection systems supplied by University Lake.
Studies in the late 1960s and early 1970s revealed that University Lake would be insufficient for
growing community needs, requiring additional supply development. Simultaneously, the UNC
system was exploring divestment from utility operations, leading to the creation of a single entity
responsible for all community utilities. He said today OWASA serves approximately 86,000 people
in Chapel Hill, Carrboro, and at UNC with about 150 employees. He said while UNC was initially
over 50 percent of water sales, it now represents about 20 percent as the customer base has
diversified. He said UNC is still the largest customer.
Slide #3
Hd(s°er°u9h
Operational Overview r
011A6.A 8 o'
Water Supply s—i.A'. .•
University Lake ca°streak
Cane Creek R°�"°`r
Quar WnUora Chapel HA Durham
• Quarry Reservoir ® e=5rvryo;r
Jordan Lake(via mutual aid agreements) wamrshea
Jones Ferry Road Water Treatment Plant °naa"a i •�„
UnlvafSAy ®s
e+.vice caunrr Lake %
Wastewater Management
Mason Farm Wastewater Treatment Plant g
Reclaimed Water System
Emergency Interconnections of Drinking Water Z'
System
• City of Durham(Town of Cary) Lake
• Town of Hillsborough F
• Chatham County N Q CeryApvxlno�a
A1'matoro <
PobMM11nNX•�F Mani
n Jwdan
26
Todd Taylor detailed OWASA's water supply system, beginning with rainfall in Cane Creek
and University Lake watersheds. He said the Quarry Reservoir resides within the University Lake
watershed and functions like a storage tank. He said OWASA also holds water allocation from
Jordan Lake, currently accessible through mutual aid agreements with Cary and Durham, though
Durham plans to develop a western shore intake that OWASA can benefit from as a part of the
Western Intake Partnership with Triangle Rural Water Authority. He said emergency
interconnections exist with Hillsborough, Chatham County, and Durham. He said all water flows
to OWASA's single treatment plant on Jones Ferry Road in Carrboro.
Slide #4
r
wAWater 0 .1
Supplies
University Lake Cane Creek Reservoir Quarry Reservoir
Total Water THE DRINKING WATER SYSTEM
3 . 65 Billion
G a I i o n s o f T imtr
S t 0 r a g e
Reservoir Mixing Mriftatlan Filtration Dlsinfedlon Storage
�Customer
T
• •
Suppgy treatment distribution
Days of
Todd Taylor explained that the three reservoirs store 3.65 billion gallons, equating to
approximately 575 days of supply based on average community use. He emphasized extensive
planning for water supply since additional sources are difficult to obtain and take a significant
amount of time to develop.
27
Slide#5
Our Expanded Quarry Reservoir and Jordan Lake Meet our Long-Term Water
Supply Needs and Address Drought Vulnerability
20
Jordan Lake Allocation Included
18
16
Water
m
E 14 Expanded Quarry Reservoir
su
pply v 12
E Yield Also has Uncertainty
l 10 ♦�
Yield 6 ♦♦� ♦gyp♦ •
m ♦♦► Actual
Demands •�M♦�yM♦� Baseline,tst and 99th
3 6 ♦♦» Percentile Projections
♦♦N
OC 4
2
0 —
1980 1990 2000 2010 2020 2030 2040 2050 2060 2070
FiscalYear
O WASA's Water Supply Yreld and Demands-The estimated yield that includes our allocation of water from
Jordan Lake is oversimplified as our access through the Western Intake Partners has notyet been modeled
with our three local supplies. The projections shown in the figure are from 2019.In addition,there is
uncertainty in the yield which is more difficult to quantify Shan the demand projections.
Toddy Taylor said projections showed that current reservoirs plus quarry expansion would
provide water supply decades into the future before requiring regular Jordan Lake use.
Commissioner Bedford asked about quarry transition timing.
Todd Taylor explained mining would cease in 2030, and the following five years will be
spent connecting pits and filling them with water. He said that some capacity will be temporarily
offline during this period.
Commissioner Bedford asked if the 575 days of supply is the current capacity or future.
Todd Taylor said that it represents the current capacity of the quarry.
Slide #6
Y �
Joness •.iIJ �.rr
r-
IN
• •Treatment
_
Water
�>I�r•rr1�
t�Ft♦S1St r'
PLant 'w ne•rwl rn r•
---------------
Peak Day
THE DRINKING WATER SYSTEM
CapacityT Iddh
��—�-
1 Million
Gallons • t Reservoir Mixing cliniflati ri Filtration DIArfedian sttorage�Customer
. T T
Supply Treatment Distribution
28
Slide#7
Comparison of Peak Day to Plant Capacity
25
ba
E 20 Peak Day Water Treatment Capacity
r accounts15 •F Bael�ee!e�k9`V' Ir ' accounts
Q' •••,•. • • otable water
GlU • ♦••• ••• •.•• •.:• Baseline Peak 9aY'.P
m Actual Peak
U
0 5
0
51 y o ��y ryoyo tio"I �otio �oy5
Fiscal Year
Todd Taylor said the Jones Ferry Road water treatment plant has 20 million gallons per day
peak capacity, while the community uses slightly over 6 million gallons daily. Peak demands
average 10-12 million gallons, a level maintained for about 15 years. Plant upgrades in the early
2000s increased capacity from 15 to 20 million gallons daily, providing sufficient treatment
capacity for decades.
Commissioner Bedford asked where the Clearwell is on this map
Todd Taylor said it is in the top right corner (looks like part of the parking lot) and is
underground.
Slide#8
Mason Farm
Wastewater
Treatment
Plant
I
THE WASTEWATER MANAGEMENT SYSTEM geaaimea
Warern UNIC
j
l
• ■ a c i t y is Customer Manhole Pumping Head—ks primary �Aeratnd0�SPCOndary Fikration Uisint—.— Morgan creel
Clarification Basl clarification
• elosolids aPPlied
• ■ tp fdrmland Or
dewatered for
• - y Anaerobic composting
0lgesters
29
Todd Taylor said OWASA's single wastewater treatment plant off Old Mason Farm Road
has 14.5 million gallons per day peak month capacity, currently processing 7-8 million gallons
daily.
Slide #9
Mason
Month Flows
OWASA has Sufficient Hydraulic Capacity at its WWTP for the next 35
is to 40 Years
4 16
0.0
E 14
T
12
a 10 • ♦ •
m ♦•
l7 6 ♦
c
O 4
2
0
1990 2000 2010 2020 2030 2040 2050 2060 2070
Fiscal Year
Mason Farm WWTP Capacity and Demands.Projected/lows are from 2019.
Todd Taylor said wastewater flows are more volatile than water use due to rainfall and
groundwater impacts. The plant was expanded twice - in the late 1990s and 2000s - to reach
current capacity, which should serve the community for several decades.
Commissioner Carter asked about how current projections of housing in Orange County
are considered for these capacity estimates.
Todd Taylor said forecasting is not perfect, but it does take those factors into account.
Commissioner Carter asked if projections in 2019 considered expanded housing stock in
the service area.
Todd Taylor said yes, OWASA monitors whether actual growth falls within projected bands
and works closely with municipalities and the university to gather projection information.
30
Slide #10
AccountsDemand
�.,9-0 24,000
m
,w
W 8.5
22,000
a 8.0
m -6.3 MGD average projected for FY
o 7.5 20,000 � 2026
y a
+7.0 18,000
0.5 Water sales are the same as the
n
c 00 or
90,000 c early 1990s
O C
5.5 '1a,000 w • Almost double the number of
F
N 5.0 customers
m
4.5 12,000
y
m
�4.0 10,000
�i 114,110 141^99`L"(1,'191P I990 f0l ryOp`b If"ryOp6 ryO�O 10 fl,l ryo,b 10
,16
ryO.6�OtiO ryOryl-�Orlb
Flscat Year
Water Sates —$—Cu stomer Accounts
Todd Taylor highlighted remarkable water conservation achievements, showing that
despite doubling customer accounts since the 1990s, OWASA sells the same amount of water
today. He said this reflected the community's strong water conservation ethos and partnerships
like the reclaimed water system with UNC that significantly reduced university consumption
starting in 2009. He said conservation efforts extended water supply capacity well into the future.
Slide #11
O OWA5A tm9'Tenn Interest Area
ware coeds
o Tin M 8u4ary
R—I R&W B—d ry
OWASA Primary 5ervire Area
OWASA
Service
R•Bk
Area
`Jieersl�LaRa
;Na'elsllt�
N 1
31
Todd Taylor explained how OWASA's service area has become constrained over time. He
said originally, OWASA had no geographic limitations beyond serving the university, Chapel Hill,
and Carrboro as its primary responsibility, and growth paying for growth was the only restriction.
He said the rural buffer around University Lake watershed protection became the first geographic
constraint, visible on maps as the green line, which follows watershed boundaries. He said state
water supply watershed rules in the early 1990s added further protection in the hashed out blue
areas of the map. He said the 2001 Water and Sewer Management and Boundary Agreement
established formal geographic service boundaries for the first time, describing boundary change
processes and exceptions for health concerns or public facilities like schools. He said the
agreement established procedures for working with county entities to determine service
provision and created OWASA's long-term interest area, shown in light blue.
Slide #12
k!
p OWASA Lo—Te m Lneaest Area
®watersheds
Q Tom,En Rwndary
�— Rural Buffer Boundary
OWASA Pnmary SeMce Area
w
rsr
OWASA
cage r,Poe
waiersned
Service
t
•
�. c
i
Chapel Hill ETJ
Lnr+e slly Lnke +_
Vla,ersh Cd
Sr
N car boro ETJ
32
Slide#13
Supportdevelopment
• Worked collaboratively with the Town of Chapel Hill on a concept plan to provide
sewer service to the recently expanded service area along the 15/501 corridor.
• Have developed a draft reimbursement policy.
• Held several feedback sessions with the development community over the last
year and have an action plan to improve communications, improve the plan
review process, and create opportunities to provide additional feedback going
forward.
• Plan to update our sewer system hydraulic model in coordination with the Towns,
County and UNC.
Todd Taylor outlined recent efforts to support developers within the service area. OWASA
worked collaboratively with Chapel Hill to develop a concept plan for sewer service in the recently
expanded service area along Highway 15-501. He said a draft reimbursement policy was under
board consideration to address situations where developers extend utilities past multiple
properties but bear full costs without reimbursement when others connect later. He said OWASA
held feedback sessions with the development community to improve communications and plan
review processes, and planned to update the sewer system hydraulic model in coordination with
towns, county, and UNC.
Commissioner Bedford asked for clarification on the sewer system hydraulic model.
Todd Taylor explained the model helps determine pipe capacity and upgrade needs when
developers propose projects.
Commissioner Carter asked about the model's implications for understanding future
system capacity.
Todd Taylor explained the updated model would enable quick analysis of proposed
developments and identification of needed system upgrades or restrictions.
33
Slide#14
Questions40
•
Our community's trusted partner for dean w a ter and environmental protect ion.
Vice-Chair Fowler posed hypothetical questions about extending services to support
transit-oriented development, such as along potential Hillsborough corridor extensions.
Todd Taylor responded that it would be difficult to accommodate because planning was
done with the current agreements in mind and the future demand models do not include
expansion into the rural buffer or changes to WASMPBA. He said that extensions outside current
OWASA boundaries would require study and analysis, and any boundary changes would need
agreement from Chapel Hill, Carrboro, and the university.
Commissioner Carter requested to review the supplementary slides.
Slide #15
kFS/ } STROWp L7!
Ran ewood o r
O C�
P TER CE VIEW DR
Qt% T S
IV
Hwy 54 West
° s"aNmoN pR m _J ' Np�
O Y
`v
Water
Sewer
34
Todd Taylor explained that Rangewood was a failing septic system area that OWASA
agreed to provide water and sewer to as an environmental health exception to WASMPBA.
Slide#16
E TREE LN
+RAP gO Lane laow 1-40
(`y ETEN -REEK RD- 140 wENjr70�J
� R
�i�sOG.P� TF�GRiO�. p�RRY9 ENGLEWQG(),CIR H SO��° ��
o•
'Y N RSN
v GNPp°L otDSTE z s
Erwin Road
p ��°�rX. 'S1ERSiPOK 4�Ci SAGE Rj� n � m-..
Water
Sewer
WSMPBA primary service boundary
Todd Taylor noted that the WASMPBA boundary runs along this area, but that there is
some developable land along 1-40 within OWASA boundaries.
35
Slide #17
ILI �66DKIRK LN
MANOR DR `o
BRUIN 7RL m
CLYDE RD
- h
DRIVEWAY
DRIVEWAY
Millhousey y.
O re
Road and
Eubanks ■ z Future Water Main \w
• • q Z EUBANKS RD g
O MORTyw I
00 DR
D �^
Ve(pIRb ? �C
WEAVER DAIRY RD E
W
",LLN
Water
Sewer
WSMPBA primary service boundary
Todd Taylor said the Eubanks area includes the Carrboro transition areas, planned for
future housing. He said OWASA has plans for a water main extension to connect the two systems
and resolve hydraulic issues.
Commissioner Carter acknowledged that changes to WASMPBA would take agreement
amongst all parties. She asked which areas had development potential within service boundaries.
Todd Taylor explained that the Eubanks Rd. area is in Carrboro's transition zone, and both
transition areas have access to water and sewer, but it would be up to developers to make those
extensions. He said Erwin Road has developable areas within boundaries, though 1-40 created
challenges. He said Rangewood had limited expansion possibilities due to the restrictions of
exceptions in the WASMPBA.
Commissioner Bedford asked if the concept plan for sewer system is on the OWASA
website.
Todd Taylor said the OWASA Board of Directors just finished with that plan and plans to
provide it to Chapel Hill Town Council for feedback.
Commissioner Bedford referred to Todd Taylor's earlier points, acknowledging that the
15/501 corridor area wasn't in the plan, but was accommodated. She recognized that OWASA
would need to study the possibility of other extensions.
Todd Taylor noted that Chapel Hill petitioned the other parties to the WASAMPBA for that
extension. He said part of the concept plan for that corridor was the cost of extension and who
would pay for it.
Commissioner Bedford assumed that's what the draft reimbursement policy will address,
a reimbursement to the initial payer.
36
Todd Taylor confirmed the intent was to make it fairer for the original developer who
initiated the extension to get reimbursed when future connections take place on the lines they
paid to install.
Commissioner McKee said it sounds like no planning was done that considers a change to
WASMPBA.
Todd Taylor said that is correct. He clarified that OWASA doesn't plan to serve areas
outside of its established boundaries until the boundaries change, and then it would study how
to accommodate that growth. He emphasized the growth-pays-for-growth policy, noting that
even studies like the 15-501 concept plan were paid for by Chapel Hill rather than OWASA
ratepayers.
Commissioner McKee said he feels like without a change to WASMPBA and rural buffer,
there will be no chance for housing affordability in the county.
Commissioner Carter agreed the board would need conversations about policy change.
Chair Hamilton reminded the Board that the purpose of these presentations is to
understand the landscape, so they have the background while developing the 2050 Land Use
Plan.
Commissioner McKee said he has heard the same conversation this Board for 15 years,
but there has been no change to policy.
Commissioner Greene defended existing policies directing growth within urban service
boundaries where affordable housing was possible.
Chair Hamilton asked about the projected growth within the service boundary and what
it means for affordable housing.
Todd Taylor said the data OWASA has received comes from the towns and the university,
and that is how they determine the need to increase capacity or not. He said he can only speak
to the policies in place at the current moment.
Chair Hamilton summarized that OWASA has the capacity to accommodate the towns'
and university's projected growth.
Todd Taylor said yes. He said if they grow faster or slower,that may change the projection.
Commissioner Portie-Ascott asked about the Rangewood service restrictions, confirming
that policy changes would require agreement among all parties to the WASMPBA.
Todd Taylor said that is correct, it is part of WASMPBA restrictions.
Commissioner Carter explored capacity expansion implications beyond the current
projections. She noted that the full system capacity is much larger than the current projections
when considering the quarry upgrade and the Jordan Lake mutual aid.
Todd Taylor confirmed additional water supplies, treatment capacity, and infrastructure
could accommodate more growth but emphasized significant costs. He said accessing the Jordan
Lake allocation around 2050 would cost hundreds of millions of dollars, paid by ratepayers within
the service boundary through monthly bills.
Commissioner Carter noted the policy that developers pay for extensions.
Todd Taylor clarified that major infrastructure, like water treatment plant upgrades, was
funded by OWASA ratepayers through system development fees, requiring long-term planning
rather than house-by-house upgrades.
The Board took a break from 3:12 to 3:30 p.m.
37
Agenda Item 3 — Roundtable Discussion with Affordable Housing Partners, Chambers of
Commerce, and Homebuilders Association
The following organizations attended the Retreat and participated in the discussion: Kimberly
Sanchez for Community Home Trust (CHT); Valencia Thompson and Delores Bailey for
EMPOWERment; Ansel Pritchard for Habitat for Humanity; Ian Scott for the Homebuilders
Association of Durham, Orange, and Chatham Counties and the Chamber for a Greater Chapel
Hill-Carrboro; Blake Rosser for the Orange County Housing Department; and Lynn Nilsson for the
Orange County Affordable Housing Advisory Board.
• What do developers suggest for building more housing?
• Types of housing?
• Chamber for a Greater Chapel Hill-Carrboro "big bold ideas" summary:
http://www.bigboldideas.org/
• What may be different for non-profit developers?
• How can Orange County work collaboratively to better serve the need for attainable
housing?
Chair Hamilton opened by asking participants to describe barriers to affordable and
workforce housing from their perspectives.
Ansel Pritchard explained that Habitat for Humanity is shifting toward larger communities
of scale and higher density for practical reasons to build more homes annually. He said their
biggest barriers are cost and utility access -finding developable land with water and sewer access
while competing with other developers. He said for the homeowners they serve, which are
traditionally 30-80 percent AMI, reaching below 40 percent AMI has become increasingly difficult
due to building costs and property taxes.
Kimberly Sanchez noted that Community Home Trust (CHT) gets most housing inventory
through Chapel Hill's inclusionary zoning requirement,which will bring them over 300 homes this
year. She said while other jurisdictions show developer appetite for negotiating affordable
housing inclusion, barriers include lack of strong policy or political will. She emphasized that
public investment is critical since market supply alone won't provide necessary subsidies for
homeowners earning 65 percent AMI like teachers and nurses. She said moderate income
homeowners face barriers including conventional mortgage requirements and high closing costs
despite down payment assistance.
Valencia Thompson explained EMPOWERment focuses on affordable rentals, with
inventory being their biggest barrier. She said they receive daily calls from people seeking rentals,
but inventory is insufficient. She said finding funding for acquisitions and rehabilitation to keep
units affordable is challenging, especially given increasing rents. She said renters also lack
assistance for security deposits and other rental requirements, and housing vouchers remain
unavailable.
Lynn Nilsson from the Affordable Housing Advisory Board identified increasing property
taxes and tax burden shifting to local residents as major concerns, particularly with state-level
38
reductions in corporate and personal income taxes creating a regressive tax policy. She said as a
realtor, she noted significant price differences between Durham and Chapel Hill properties.
Blake Rosser said he agreed with the points made in the first presentation during the
retreat.
Ian Scott said the Chamber discussed that the area needs a variety of housing types and
available at price points across the spectrum. He said much of affordable housing has been
delivered through partnership with private developers through inclusionary housing policy in
Chapel Hill. He said employers struggle to recruit and retain people, and he speculates that there
is increased competition from employers outside of the county. He said the number of Town of
Chapel Hill employees that live in Chapel Hill could be counted on one hand and within Orange
County, maybe on two. He said at the Chamber, maybe one employee lives within the county.
Chair Hamilton asked Ian Scott if the Chamber has a breakdown by employer types of who
is having the most trouble retaining employees.
Ian Scott said it's all the biggest sectors in the economy. He said both the university and
hospital have expressed concern that the housing supply creates constraints for their growth and
operation. He said food and beverage employers also face difficulties. He said a lot of people
commute into Orange County for jobs and a lot of residents commute out of the county for jobs,
and this is a consisted pattern that has been exacerbated over time.
Commissioner Carter asked Ansel Pritchard for policies in neighboring counties—are there
things that other counties are doing the Board should know about.
Ansel Pritchard noted Chapel Hill's recent land use management ordinance passage took
cues from Durham and Wake counties, removing tedious requirements for rezoning applications
and reducing required lot sizes and parking minimums. He said these changes provide access to
additional infill lots throughout Chapel Hill that weren't previously available.
Chair Hamilton asked for the definition of infill lots.
Ansel Pritchard gave an example of infill lots which is to subdivide existing lots to create
space for additional homes beyond just ADUs.
Commissioner Portie-Ascott asked if Ian Scott could share the Chamber's membership
survey slides which were presented at a recent economic forecast forum.
Ian Scott said yes. He said the Chamber surveys members each January or February with
a consistent set of questions. He said it gives the Chamber a sense of what businesses in the area
are experiencing.
Commissioner Greene requested more detail about precise income levels of employees
who can't afford local housing, noting that teachers and nurses at 60 percent AMI and many food
service/retail workers likely don't exceed 65 percent AMI, meaning subsidized housing is needed.
Ian Scott said he would provide that.
Commissioner Portie-Ascott said she thought there was a need for housing at 80-120%
AMI.
Ian Scott said he thought the earlier presentations accurately represented the state of
housing in Orange County. He said while economic development efforts work to attract higher-
wage jobs, many Orange County employees simply can't afford housing meeting their needs. He
noted significant wage pressure on employers during inflationary periods, particularly affecting
locally owned food and beverage businesses.
39
Commissioner Carter asked Ian Scott about the Chamber's initiative on workforce housing
and opportunities for public private partnerships to address that need.
Ian Scott said the Chamber launched a strategic campaign two years ago with three top
initiatives based on member priorities: housing supply diversity meeting price points across the
income spectrum, workforce development connecting young people to local career pathways,
and expanding underrepresented business ownership to address persistent income gaps by race
in Orange County. He said the Chamber has been working primarily with Chapel Hill, which has
set and met numeric goals for housing units. He noted confidence in recommending policy
changes when diverse development community stakeholders agree on barriers and solutions. He
emphasized both for-profit and non-profit developers face the same constraints: land cost, labor
cost, construction materials cost, and legal costs. He sees partnership between sectors spanning
the housing need continuum, though they're still falling short despite progress.
Delores Bailey said EMPOWERment has program for assisting minority business owners
with sustainability. She said housing challenges got worse after the pandemic. She said the local
government housing staff are doing what they can with the resources they have. She said they
are opening Peach apartments in April which are directed to those who earn 30%AMI.
Commissioner Greene asked Ian Scott to share any success stories regarding the position
the county helped fund for minority economic work
Ian Scott said he did not have that information today, but it could be provided. He said
the three initiatives established by the Chamber are interconnected, but housing is number one.
He said Chapel Hill has set and met numerical goals for total housing unites and affordable
housing units. He said most of the barriers are just math: land cost, labor cost, and the cost of
construction materials. He said the not-for-profit builder faces the same constraints as private
developers. He said there's been significant progress in Chapel Hill and Carrboro intends to make
strides in affordable housing as well.
Chair Hamilton said that the county faces water and sewer issues that are different from
municipalities. She said they have challenges in knowing what we can and cannot do to make
sure the county is protecting the environment and the headwaters which tend to be in the
unincorporated parts of the county. She said because the county works in partnership with the
with the municipalities, they will have to lean on the towns to provide more of that denser
housing. She said the high cost of building is one of the drivers that the Board cannot control, as
well as the demand for housing from people moving from out of the county.
Vice-Chair Fowler said regarding changing the comprehensive land use plan, during the
discussion of barriers, she heard about decreased lot sizes and parking minimums. She asked
what things the county could do in the land use plan to improve access to affordable housing.
Kimberly Sanchez said the county could figure out where higher density is appropriate
and connecting it to transportation. She said allowing various housing types including multifamily
apartments would also help, and providing opportunities for naturally occurring affordable
housing acquisition and rehabilitation.She said quick capital access would help nonprofits acquire
aging inventory before investors.
Ansel Pritchard agreed about preserving naturally occurring affordable housing and
emphasized support for critical repairs on non-Habitat homes for seniors who are looking to age
in place. He said that Habitat liked the idea of a conservation subdivision. He said access to
capital for infrastructure and utilities would help as they build large developments.
40
Delores Bailey said housing that is specifically for families earning 50% AMI and below
would help. no place to build a four-plex. She said density discussions should include these
families and suggested the land use plan specify assistance for this population, including those in
manufactured homes and traditionally African American communities facing displacement due
to rising property taxes.
Blake Rosser said a conversation about the rural buffer is appropriate and its relation to
land use planning.
Chair Hamilton agreed that there needed to be a diversity of housing for a diversity of
incomes. She asked the Board to remember that they can't restrict who comes in. She gave an
example of Los Angeles, a place with density but high demand and it's not affordable. She said
they need to be realistic about how difficult it may be, and the available methods to protect the
homeowners who are here. She liked the ideas for rehabilitating older homes and creating
opportunities to help people who want to build ADUs or use their land more flexibly.
Vice-Chair Fowler asked if the county could use the land use plan to restrict based on AMI.
Commissioner Bedford indicated no.
Vice-Chair Fowler said they want to encourage diverse incomes because there is already
a problem of concentrating low-income residents.
Ian Scott encouraged the Board to look at existing transportation and transit capacity and
consider where municipal services could be extended. He said he took a tour of the rural buffer,
and it struck him that the county is good at preserving land, but most of it is going into residential
use rather than agricultural use. He said by maintaining the boundaries for so long, it pushes
demand elsewhere. He said a conservation subdivision may not deliver affordability and he
questioned the marketability of that kind of subdivision.
Commissioner Greene said there could be interest in conservation subdivisions because
of concerns about the environment, and the benefits of smaller lots with land around it
conserved.
Ian Scott said his main concern is that it may not improve affordability.
Ansel Pritchard said conservation subdivisions could have an affordability aspect. He gave
the example of Weaver's Grove, which is a mix of 50% market rate and 50% Habitat. He said
EMPOWERment is possibly the only organizations serving anything below 40% AMI, and that's
because it's too expensive. He said the possibility of doing mixed income homeowners could
work.
Commissioner Bedford said the county uses HOME funds to help seniors repair homes.
She asked Kimberly Sanchez if the Community Home Trust buildings in Carrboro are apartments.
Kimberly Sanchez said they are in Chapel Hill, and they are 58-unit apartment buildings.
She said low-income tax credits are only for rentals.
Commissioner Bedford asked how many units are at the Landings at Winmore operated
by CHT and what the waitlist is like.
Kimberly Sanchez said 58 and they cut off the waitlist at 25 because they don't have a lot
of turnover.
Commissioner Bedford asked about balancing rental versus homeownership funding for
limited dollars.
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Kimberly Sanchez said it is an impossible question due to great need on both sides, noting
renters who stabilize become homeowners and homeowners who stabilize move to private
market.
Delores Bailey said she disliked pitting rental against ownership and emphasized that for-
profit developers offering affordable rentals must maintain permanent affordability rather than
temporary commitments. She said some developments like Shelton Station haven't maintained
affordable commitments adequately.
Ansel Pritchard asked how long they commit to keep the units affordable.
Delores Bailey said it's not years.
Commissioner Bedford said she was surprised that some units are only kept affordable for
30 years. She asked if the non-profits had any statistics on inventory held by hedge funds and
investors to use the properties as rentals.
Delores Bailey said it is happening, but they don't have the statistics.
Commissioner Bedford informed participants about General Assembly committee
activities that could limit counties'taxation abilities, potentially reducing available housing funds.
She said it's time for nonprofits and housing advocates to engage with the General Assembly.
Delores Bailey asked if that reduces the amount of money available to housing non-profits.
Commissioner Bedford said it could, and it would force the counties to go to sales tax,
which is regressive.
Commissioner Carter said one potentially positive change being discussed would close
loopholes allowing developers to receive property tax exemptions for affordable housing without
adequate ongoing compliance monitoring. She asked about other counties' budget allocations
for affordable housing programs.
Kimberly Sanchez said Durham and Wake passed bonds to support housing. She said CHT
worked with Self-Help to shape the property tax bill.
Delores Bailey said Durham offers additional subsidies beyond bond funding through
home buyer programs that have helped people purchase homes, while Orange County
participants in similar programs haven't resulted in local home sales due to inventory and subsidy
limitations.
Blake Rosser said he would investigate what other municipalities are doing. He said it may
be possible for the Board to allocate portions of the $5 million every three years in bond and CIP
funding toward 30%AMI or below housing.
Delores Bailey mentioned housing choice voucher homeownership possibilities.
Blake Rosser said that it's a possibility, but the required income levels would disqualify
people from the program due to high housing costs.
Lynn Nilsson said transportation could be put along Old 86 and Hwy 86. She suggested
that could be changed in the land use plan.
Ansel Pritchard said that's what Habitat was considering as well.
Lynn Nilsson said another challenge is septic limitations in the rural areas when looking to
add ADUs, and alternative methods of providing septic would be helpful.
Chair Hamilton said they'd had separate discussion on water and sewer possibilities in
rural areas.
Lynn Nilsson added having the workforce so far away from employers makes it difficult for
employees to consistently show up for work when there are weather related issues.
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Commissioner Greene said that old Highway 86 from Carrboro included developable areas
in Carrboro's transition zone. She said the federal government only requires 30 years for
affordability terms. She said Orange County non-profits make a commitment to holding
properties for 99 years.
Commissioner Carter said community septic and well systems have limitations and
drawbacks, and Orange County soils are difficult to combine with septic in many cases.
Kimberly Sanchez asked if changing WASMPBA boundaries is a possibility.
Chair Hamilton said the land use plan will be created with those policies in mind. She said
it will likely need to be a living document to accommodate changes to agreements or policies.
Kimberly Sanchez said that made sense. She said this is a very popular place to live, and
they can't know now what innovations might come up for soil and water issues.
Commissioner Bedford said the land use plan will be created to comply with existing
policies. She said the county could simultaneously target changes to those agreements with other
partners.
Chair Hamilton said that there will need to be a lot of community education and
engagement on potential changes to policies or agreements.
Commissioner McKee said he doesn't think there's any possibility of changes to urban
boundaries.
Delores Bailey said there are not enough retirement centers in the county or places for
those with disabilities or who have aged out of the adoption program to go. She said that's an
important part of the housing conversation.
Commissioner Greene said that the county recently expanded WASMPBA.
Ian Scott asked if tax increment financing is a possible method for increasing affordable
housing opportunities. He gave an example of the area in the recent WASMPBA expansion, which
has not developed due to questions of financing. He said that there is a revolving loan fund for
the Town of Chapel Hill. He said the Chamber is exploring employer housing assistance programs
with larger companies.
Chair Hamilton noted the fiscal pressures of the county and the struggle to provide
mandatory services. She said innovative partnerships will be key.
Adjournment
The Board adjourned the meeting at 5:01 p.m. without a formal motion.
VOTE: UNANIMOUS
Jean Hamilton, Chair
Recorded by Laura Jensen, Clerk to the Board and Tara May, Deputy Clerk to the Board
Submitted for approval by Laura Jensen, Clerk to the Board.