MONROE COUNTY AFFORDABLE HOUSING ADVISORY COMMITTEE INTERGOVERNMENTAL WORKFORCE HOUSING ROUNDTABLE FRIDAY, FEBRUARY 19, 2016 9:00 A.M. - 3:00 P.M. MARATHON GOVERNMENT CENTER INTERGOVERNMENTAL WORKFORCE H OUSING ROUNDTABLE OBJECTIVES To offer an opportunity for informal information sharing of workforce housing activities and initiatives in the municipalities & County. To identify strategies for enhancing intergovernmental cooperation to increase workforce housing throughout the Florida Keys To hear from stakeholders and consider public comment To identify next steps and assignments INTERGOVERNMENTAL WORKFORCE H OUSING ROUNDTABLE AGENDA FRIDAY, FEBRUARY 19, 2016 All Agenda Times Including Public Comment & Adjournment Are Approximate and Subject to Change 9:00 AM Welcome, Introductions and Expectations for Success and Review of the Workshop Agenda, Guidelines and Roles 9:20 Review of Monroe County BOCC and City of Key West Resolutions 9:25 Information Sharing on Workforce Housing Activities and Initiatives Municipalities & Monroe County 10:00 Key Colony Beach- Information Sharing 10:15 Layton- Information Sharing 10:30 City of Key West- Information Sharing 10:45 City of Marathon- Information Sharing 11:00 Village of Islamorada- Information Sharing 11:15 Monroe County Information Sharing 11:30 Break 11:45 Q&A and Public Comment 12:00 Roundtable Discussion- Strategies for Enhancing Workforce Housing throughout the Florida Keys Is there a common view on the workforce housing challenge in the Keys? Ideas for better intergovernmental cooperation and coordination of policy and data collection Ideas for enhancing city-county collaboration, e.g. joint financing and projects, pool allocations, set asides, others? 1:00 Break 1:30 Roundtable Discussion of Strategies and Options to enhance Intergovernmental Coordination and Collaboration on Workforce Housing What can the AHAC do to support and enhance coordination and collaboration among local governments on workforce housing in the Keys? 2:15 Public Comment 2:45 Summary and Next Steps 3:00 PM ADJOURN
Each jurisdiction is asked to share information about: Number of total available affordable allocations (ten year allocation from the State of Florida) Number of unused or pooled affordable housing allocations Number of affordable allocations awarded in 2015 (ROGO or BPAS year of July to July) Current length of deed restrictions Existing number of existing affordable housing units, by income category, within your jurisdiction Current tenancy of existing affordable units (rental vs. owner-occupied) Current income categories (definitions/ % of median income) [For example: Affordable housing owner occupied, low income, means a dwelling unit occupied only by a household whose total household income does not exceed 80 percent of the median monthly household income for the county] Summary of existing incentives for affordable housing (brief bullet list) Projected need for affordable housing units Funding budgeted toward affordable housing development or land acquisition for affordable housing 2
INFORMATION ON THE MONROE COUNTY AFFORDABLE HOUSING ADVISORY COMMITTEE Information on the Committee s charge and membership can be found at: http://www.monroecountyfl.gov/index.aspx?nid=301. Information including meeting summaries can be found at: http://www.monroecounty-fl.gov/archive.aspx?amid=48. Background information (resolutions, studies, etc.) can be found at: http://www.monroecountyfl.gov/index.aspx?nid=303 Monroe County Resolution 393-2015, supporting and encouraging collaboration between Monroe County and municipalities on affordable and workforce housing can be found at: http://flmonroecounty.civicplus.com/documentcenter/view/9869 AFFORDABLE HOUSING ADVISORY COMMITTEE MEMBERSHIP MEMBER, ORGANIZATION REPRESENTATION Based on Statutory/Regulation Categories & Districts Jim Cameron Advocate for low income affordable housing, Dist. 2 Capt. Ed Davidson, Monroe County Citizen recommended by the Monroe County School Board School Board Hana Eskra, Florida Market Real estate professional in connection with affordable housing, Dist. 4 President, Gorman & Co. Inc. Bill Hunter Citizen with no financial interest in the development of affordable Warren Leamard. Owner, Chef, Not for profit provider of affordable housing, Dist. 3 Destination Catering & Events Ken Naylor, Atlantic Pacific For profit provider of affordable housing, Dist. 3 Communities Kurt Lewin, Executive Vice President Banking/Mortgage Banking related to affordable housing, Dist. 1 and Senior Lending Officer First State Bank of the Florida Keys Tim Root, Mingo Co Construction Residential affordable housing building industry, Dist. 1 Jim Saunders, Bayview Land Citizen, representing employers in Monroe County, Dist. 5 Development & Permitting Stephanie Scuderi, Senior VP, Citizen, representing essential services personnel related to AH, Dist. 5 Centennial Bank. Ed Swift III, President, Historic Citizen, residing in Monroe County, Dist. 4 Tours of America Randy Wall, Blue Fin Inc. Labor, home building related to affordable housing, District 2 Jodi Weinhofer, President, Lodging Citizen recommended by the Monroe County lodging industry Association of the Florida Keys William Wiatt, Sunset Villas Member, Local Planning agency, Dist. 4 BOCC LIAISON- EX OFFICIO MEMBERS Heather Carruthers Mayor, Monroe County BOCC Sylvia Murphy Commissioner, Monroe County BOCC MONROE COUNTY STAFF Peter Morris / Steve Williams County Attorney s Office Mayte Santamaria Senior Director of Planning and Environmental Resources, Santamaria- Mayte@MonroeCounty-FL.Gov (305) 289-2500 Tiffany Stankiewicz Development Administrator Carol Schreck Committee Administrator Schreck-Carol@MonroeCounty-FL.Gov AHAC FACILITATOR Bob Jones FCRC Consensus Center, FSU, rmjones@fsu.edu 3
The Monroe County Affordable Housing Advisory Committee was appointed by the Monroe County Board of County Commission in July 2015 and has met six times between August 2015 and January 2016 to review its charge and develop recommendations on workforce housing for consideration by the Board of County Commission (BOCC). The Committee delivered its first report and recommendations in October 2015 and expects to deliver its final report and recommendations on workforce housing in July 2016. The Committee has agreed on the following statement of success describing what the Committee intends to accomplish consistent with its charge in the coming year: The Committee will work together to produce consensus recommendations to the BOCC on the issues included in its charge creating a roadmap and framework for action that will help the County to prioritize, implement and measure improvements in housing all segments of the workforce by: Retaining and recovering Affordable Housing stock and improve qualifying and monitoring; Setting a goal of building or permitting available Monroe County ROGO allocations to improve availability of affordable workforce housing; Identifying all public and private lands suitable for affordable workforce housing; Identifying opportunities and creating meaningful incentives for developing and building affordable workforce housing; Identifying and suggesting revenue sources; and Identifying potential amendments to adjust regulations to support affordable workforce housing development. The Committee has adopted a consensus approach and guidelines that seek to produce consensus on advice to the BOCC that wherever possible reflects the collective and unanimous view of all its members. This approach ensures that members will work together to refine and adopt consensus statements that reflect their input and support. AHAC TASKS ASSIGNED BY THE MONROE COUNTY BOARD OF COUNTY COMMISSIONERS (BOCC) By October 2015: 1 Propose a definition for Workforce and the need within and where (geographically in unincorporated Monroe County) for providing housing for various income levels (very low, low, median and moderate). 2 Evaluate and define the workforce housing need in unincorporated Monroe County. 3 Evaluate and propose additional mechanism to qualify and monitor the occupants of deed restricted affordable housing to ensure the units are preserved and maintained as affordable. Within 1 year from the effective date of this resolution: 4. Develop solutions for rental housing. 5. Develop incentives for development of workforce housing on Tier III properties. 6. Develop strategies for increasing density to encourage workforce housing development, such as micro housing and dormitories. 4
7. Develop strategies to increase the Monroe County Housing Authority s role in workforce housing, specifically as a management entity for rental workforce housing; 8. Explore and propose expanding local funding sources (local government, private/public partnerships, community/charitable organizations) to help expand workforce housing in Monroe County. 9. Review and consider recommendations to the BOCC for amendments to statutes to address: a Sadowski Trust Fund donor inequity, b Allow Land Authority funds to be used for extending deed restrictions or buying back c expired deed restrictions to preserve affordable housing, Amend Low Income Housing Tax Credit (LIHTC) program to require on-site management longer than 15 years, d Amend or increase 1 cent Tourist Impact Tax to provide dedicated funding for the provision of workforce housing specifically for the hospitality industry; and 10. Develop strategies to assist in developing inclusionary housing requirements for hospitality and commercial sector to build workforce housing. OCTOBER 2015 AHAC RECOMMENDATIONS TO THE BOCC WORKFORCE AND WORKFORCE HOUSING NEED (TASKS #1 & #2) 1. The BOCC should review the Committee s recommended definitions for Workforce and Workforce Housing. If the BOCC accepts the Committee s recommendation, it should direct staff to propose any Land Development Code amendments needed to incorporate them. 2. Workforce means individuals or families who are gainfully employed supplying goods and/or services to Monroe County residents or visitors. 3. Workforce Housing means dwelling units for those who derive at least 70% of their income as members of the Workforce in Monroe County and who meet the affordable housing income categories of the Monroe County Code. 4. Based on the current, available data, the Committee believes there is an unmet Workforce Housing need throughout Monroe County, specifically near employment centers. It recommends the BOCC recognize that Monroe County continues to experience a critical Workforce Housing need. The need and demand for Workforce Housing appears most critical for those households at the median, low and very low income levels and is most severe in the middle and lower Keys. QUALIFYING & MONITORING DEED RESTRICTED AFFORDABLE HOUSING (TASK # 3) The Committee recommends the BOCC take action to strengthen the County s ability to qualify and monitor deed restricted affordable housing in unincorporated Monroe County. 1. The BOCC should direct staff to continue to build its database of deed restricted units. 2. The Committee strongly recommends staff coordinate and share information with the municipalities to create a countywide database and strategy. 3. Within 6 months, County staff should develop cost effective mechanisms based on HUD guidelines to enhance the monitoring of affordable housing including consideration of securing the services of the Monroe County Housing Authority, additional County staff or 5
3 rd party monitoring services or some combination thereof. Funding estimates for such a program should be developed and evaluated by staff and the Monroe County Housing Authority and should be considered in deciding how to develop the most cost effective monitoring and qualifying approach. 4. The Committee strongly recommends staff coordinate and share information with the municipalities in developing these options, with a goal of developing a countywide monitoring mechanism program. 5. The Committee strongly recommends that the County identify and fund an enhanced enforcement program as an essential element for maintaining affordable workforce housing in the County. This program should address compliance and enforcement of deed restricted property to maintain our available housing stock. o Authorize Code Compliance and/or the Monroe County Tax Collector s Office to more aggressively pursue illegal rentals. o Require that owner-occupied units be homesteaded. 6
t.. RESOLUTION NO..12..3_- 2015 A RESOLUTION OF THE BOARD OF COUNTY COMMISIONERS OF MONROE COUNTY, FLORIDA, SUPPORTING AND ENCOURAGING COLLABORATION BETWEEN THE COUNTY OF MONROE AND IN CORPORA TED MUNICIPALITIES OF MONROE COUNTY ON ADDRESSING THE ISSUES OF AFFORDABLE AND WORKFORCE HOUSING; DIRECTING THE COUNTY AFFORDABLE HOUSING ADVISORY COMMITTEE (AHAC) TO INVITE REPRESENTATIVES FROM THE CITIES OF LAYTON, KEY COLONY BEACH, MARATHON AND KEY WEST, AS WELL AS THE VILLAGE OF ISLAMORADA, TO AN AHAC MEETING; AND PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, there is an affordable housing crisis in the Florida Keys, and this crisis extends to many parts of the State and across the United States; and WHEREAS, many factors have been identified which contribute to the lack of affordable housing in unincorporated Monroe County and the cities of Layton, Key Colony Beach, Marathon and Key West, as well as the Village of Islamorada, and these factors affect the housing climate county-wide; and WHEREAS, the workforce housing crisis has no municipal boundaries; and WHEREAS, employees do not necessarily reside in the economic centers in which they work; and WHEREAS, only through coordinated and concentrated efforts can meaningful solutions be reached that can positively impact affordable and workforce housing; and WHEREAS, the Monroe County Board of County Commissioners and County staffhave a goal of facilitating the preservation and creation of affordable/workforce housing in conjunction with the municipalities; and WHEREAS, the Monroe County Affordable Housing Advisory Committee has indicated its desire for a comprehensive, county-wide approach to the workforce housing crisis; and WHEREAS, the Monroe Board of County Commissioners find that county-wide cooperation is essential to address the ever-growing concern and to create and preserve workforce housing for generations to come; and Page 1 of2
:. ". ; NOW THEREFORE, BE IT RESOLVED BY BOARD OF COUNTY COMMISSIONERS OF MONROE FLORIDA, AS FOLLOWS: Section 1: The Monroe County Commission supports and encourages collaboration between the County and its five municipalities in order to address the issues of affordable and workforce housing. Section 2: The Monroe County Affordable Housing Advisory Committee (AHAC) is directed to invite the representatives of the municipalities to an AHAC meeting in order to share insight and to share ideas in finding solutions to the workforce housing crisis. Section 3: Monroe County staff shall continue to collaborate and exchange information with each municipality and is authorized to solicit information from each municipality for the purpose of creating a county-wide inventory of all workforce housing units to assist at understanding the county-wide workforce housing crisis.. Section 4: This Resolution shall go into effect immediately upon its passage. PASS ED AND ADOPTED by the Board of County Commissioners of Monroe County, Florida, at a regular meeting of the Board held on the 1 i 11 day of November, 2015. Mayor Heather Carruthers Yes Mayor Pro Tern George Neugent A.hs.ent Commissioner Danny Kolhage 'i.gs_ Commissioner David Rice Yes Commissioner Sylvia Murphy Yes BOARD OF COUNTY COMMISSIONERS HEA VILIN, CLERK OF MONROE COU ORIDA Page 2 of2