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Agenda 01-30-07 \\Ij/....c .t<',.~~~.,~ '~\,~..""'.. ~ctY~Te~c RA East Side-West Side-Seaside Renaissance Med ia contact: Margee Adelsperger CRA Public Relations (561) 737-3256, ext. 204 adelspergerm@ci.boynton-beach.f1.us FOR IMMEDIA TE RELEASE January 9, 2007 MEDIA ADVISORY WHO: Boynton Beach CRA (www.bovntonbeachcra.oro) City of Boynton Beach (www.bovnton-beach.ora) WHAT: Joint CRA/City Workshop on Proposed Workforce Housing Program WHERE: Boynton Beach Library (Program Room) 208 South Seacrest Blvd. Boynton Beach, FL 33435 WHEN: Tuesday, January 30, 2007 6:30 P.M. - 8:00 P.M. WHY: The Boynton Beach City Commission, CRA, and Planning and Development Board will meet to discuss a proposed ordinance to create workforce housing in Boynton Beach. The ordinance would require that a percentage of units in new residential developments be categorized as workforce housing to ensure that individuals employed as police officers, teachers, nurses, and other middle income workers can afford homeownership in Boynton Beach. CONTACT: Workshop host Vivian Brooks, CRA Planning Director, (561) 737-3256, extension 211. The City 0/ BOYl1ton Beach Office Of The City Manager 100 E Boynton Beach Boulevard P.O. Box 310 Boynton Beach, Florida 33425-0310 City Manager's Office: (561) 742-6010 FAX; (561) 742-6011 e-mail: bressnerk@ci.boynton-beach.fI.us www. boynton-beach.org January 23, 2007 Re: Joint Workshop on Proposed Workforce Housing Ordinance Dear Commissioners, CRA and Planning and Development Board Members, As you are aware, there is a critical shortage of workforce or affordable housing at the national and localleve!. A shortage of workforce housing poses a threat to a city's future economic growth. Retaining and recruiting businesses becomes more difficult as workers seek areas where housing is more affordable. Additionally, the federal government's financial role in providing workforce housing has diminished forcing more of this function onto local municipalities. Triple digit increases in housing prices have priced out much of the local workforce. Many cities, and most recently Palm Beach County have passed ordinances to require or encourage new developments to include a percentage of workforce housing in their projects. City and CRA staff has been working together for the last six months to craft a similar ordinance that will complement the County's ordinance. In preparation for our upcoming Workforce Housing Workshop on January 30th, I am enclosing for your review a draft of the Workforce Housing Program Ordinance and the Boynton Beach Housing Needs Assessment. I look forward to a productive meeting and your assistance in helping to solve this complex issue. ~~ Kurt Bressner City Manager S :\City Mgr\Administration\JOYCE\Workforce Housing .doc AMERICA'8 GATEWA Y TO THE GULF8TREAM ~I :.,' .....-.., ~, ~~<!y~T2~C RA East Side....West S.'de....Seaside Renaissance AGENDA Joint Workshop Workforce Housing Program Boynton Beach Library January 30, 2007 6:30 - 8:00 pm 1. Introductions 2. Opening Remarks - Wilfred Hawkins, Assistant City Manager 3. What is the Issue? - Vivian Brooks, CRA Planning Director 4. Review of Proposed Workforce Housing Program Ordinance 5. Discussion 6. Adjournment 1 2 3 Workforce Housing Program 4 Drnft 5 January 22, 2007 6 7 The City of Boynton Beach recognizes that in order to sustain and grow its 8 economy, the City must have an inventory of various housing types and pricing 9 for workers. Additionally, the City and CRA have designated a CRAWLS and 10 TCEA which mandate the creation of workforce housing. 11 12 In July 2006, the FlU Metropolitan Center conducted a Housing Needs 13 Assessment for the City. The Assessment states that the City will need 10,800 14 workforce units by 2025 priced for families earning below 120% of AMI. The goal 15 of the proposed Program is to create and retain a supply of workforce housing 16 units within the City. The recent trend of rental to condominium conversions has 17 also added to the shortage of affordable rental units. 18 19 There are a number of arguments for local government involvement in 20 encouraging the production of affordable housing. First, the federal 21 government's financial commitment to the creation of affordable housing is 22 increasingly being reduced, putting the burden on state and local governments 23 which have limited resources. 24 25 A lack of decent workforce housing can be a barrier to a sustainable economy. 26 Housing costs have a major influence on a businesses decision to locate to a 27 certain area. Furthermore, young people can be discouraged from returning 28 home after college because of high housing costs thus reducing the number of 29 highly qualified workers in the area. 30 31 A lack of workforce housing also contributes to traffic congestion as workers 32 settle further outside of expensive areas. Lower capacity roads also limit a city's 33 ability to grow. 34 35 The creation of the Workforce Housing Program is being implemented in 36 accordance with the adopted Community Redevelopment Plans and the City of 37 Boynton Beach's Comprehensive Plan. The Workforce Housing Program would 38 permit amending land use to the higher density land use designations of Special 39 High Density Residential, Mixed-Use and Mixed-Use Core if Workforce Housing 40 Units are created or off-site options are performed. 41 42 In cases of hardship where all the required Workforce Housing Units cannot be 43 created entirely on site, the developer must comply with the offsite options for the 44 creation of the remaining Workforce Housing Units as described in the 45 Ordinance. All Workforce Housing Units are to be compatible in exterior design 46 and appearance, construction and contain comparable HV AC systems as the 47 proposed market units. All Workforce Housing Units are to remain as income 48 qualified units for a period of no less than 30 years and will be enforced through 49 recorded deed restrictions and liens. 50 T:\PLANNING\ Workforce Housing Program\ Workforce Housing Program DRAFT. doc 51 Pursuant to LDR Section 9. C. 1, approval of an LDR amendment must be based 52 upon a finding that the amendment is consistent with and furthers the Goals, 53 Objectives, and Policies of the Comprehensive Plan. This amendment furthers 54 the following Comprehensive Plan Objective 6.3. 55 56 RECOMMENDED ACTION 57 58 By motion, approve the amendment to the Land Development Regulations to 59 create a new Article _ Workforce Housing Program, which could permit a land 60 use change to the higher density categories of Special High Density Residential, 61 Mixed-Use or Mixed-Use Core provided that Workforce Housing Units are 62 incorporated into the development or offsite e, by adopting the findings of fact 63 and law contained in the staff report and finding that the request is consistent 64 with the Comprehensive Plan and meets criteria set forth in Section 65 of the Land Development Regulation, with second reading to occur on 66 , 200. 67 T\PLANNING\ Workforce Housing Program\ Workforce Housing Program DRAFT doc 01/22/2007 2 68 ORDINANCE NO. 69 70 AN ORDINANCE OF THE CITY COMMISSION OF THE 71 CITY OF BOYNTON BEACH, FLORIDA, AMENDING THE 72 LAND DEVELOPMENT REGULATIONS OF THE CODE 73 OF ORDINANCES, TO CREATE A NEW ARTICLE , 74 WORKFORCE HOUSING PROGRAM, PROVIDING FOR 75 REGULATIONS AND INCENTIVES TO BUILD 76 WORKFORCE HOUSING TO ENSURE THAT THE CITY 77 HAS SUFFICIENT WORKFORCE HOUSING; PROVIDING 78 FOR THE ABILITY TO AMEND A LAND USE 79 DESIGNATION TO SPECIAL HIGH DENSITY 80 RESIDENTIAL,MIXED-USED OR MIXED-USE CORE 81 PROVIDING THAT WORKFORCE HOUSING UNITS ARE 82 CREATED PURSUANT TO THE TERMS OF THIS 83 ORDINANCE; PROVIDING A SAVINGS CLAUSE, A 84 GENERAL REPEALER CLAUSE, AND AN EFFECTIVE 85 DATE. 86 87 WHEREAS, Workforce housing is needed by the citizens of Boynton 88 Beach; and 89 90 WHEREAS, The City Commission of the City of Boynton Beach, Florida, 91 adopts the findings in the Staff Report; and 92 93 WHEREAS, the City Commission of the City of Boynton Beach, Florida, 94 finds the ordinance is consistent with the Comprehensive Plan. 95 96 NOW THEREFORE, BE IT ORDAINED BY THE CITY COMMISSION 97 OF THE CITY OF BOYNTON BEACH, FLORIDA AS FOLLOWS; 98 99 Section 1. The recitations set forth above are incorporated herein, 100 101 Section 2. That Article , "Workforce Housing Program" of the 102 Land Development Regulations of the Code of Ordinances of the City of 103 Boynton Beach, Florida, be, and the same is hereby enacted to read as 104 follows: 105 106 FINDINGS 107 108 a. The City Commission having conducted a Housing Needs 109 Assessment (Attachment _) has determined that there is a housing 110 shortage within the City of Boynton Beach that is affordable to the 111 everyday working families and citizens of the City; and 112 113 b. Florida Statutes 166.04151 provides that a municipality 114 may adopt and maintain any ordinance that is adopted for the purpose T\PLANNING\ Workforce Housing Program\ Workforce Housing Program DRAFT doc 1 01/22/2007 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 of increasing the supply of workforce housing using land use mechanisms not withstanding any other provision of law; and c. The City Commission recognizes that there is a growing gap between housing costs and wages in the City; and d. The City of Boynton Beach has a legitimate public interest in preserving the character and quality of neighborhoods which requires assuring the availability of workforce housing for low and moderate income persons in the City; and e. The City recognizes that the need to provide workforce housing is critical to maintaining a diversified and sustainable City having the character and sense of community where people can live and work in the same area; and f. The City is encouraging the production and availability of workforce housing and at the same time is cognizant that escalating land costs and rapidly diminishing amounts of land hinder the provision of sufficient workforce dwelling units by the private sector. DEFINITIONS a, Median Household Income (MHI) - The Palm Beach County Median Household Income, adjusted for family size, as published by the Department of Housing and Urban Development (HUD). b. Affordability Controls - Restrictions placed on Workforce Housing Units by which the price of such units and/or the income of the purchaser or lessee will be restricted in order to ensure that the units remain affordable to low and moderate income households. c. Affordability Term - The time a workforce housing unit is required to remain affordable to income qualified buyers or renters. d. Boynton Beach Housing Trust - A trust created as a depository for in-lieu of payments, donated land, or housing units for the purpose of providing Workforce Housing Units. e. City - The City of Boynton Beach, Florida. f. Deed Restriction - Each Workforce Housing Unit created under the Program shall be deed restricted for thirty (30) T\PLANNING\ Workforce Housing Program\ Workforce Housing Program DRAFT doc 01/22/2007 2 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 years. The Deed Restriction shall serve to restrict the sales or rental price and/or the income of the purchaser or renter. g, Development - A development at one location which includes at least ten (10) residential units for which site plan approval has been granted h. Eligible Occupant - A person who qualifies for participation in the program whose income does not exceed 120% of Median Household Income for Palm Beach County as set by HUD Priority will be given to persons who have lived or worked within the City limits of Boynton Beach continually for one year immediately prior to the date of application for a Workforce Housing Unit. I. First Time Home Buyer - A person who has not held ownership in a residence within the past three years. J. Income Qualified Household - A household whose income is verified to be either Low Income or Moderate income. k. Low Income Household - A household with a gross, combined income below 80% of the Palm Beach County Annual Median Household Income as defined by HUD.. I. Moderate Income Household - A household with a gross, combined income between 80% and 120% of the Palm Beach County Median Household Income (as defined by the Florida Housing Finance Corporation). m. Restrictive Covenant and Agreement - The covenants that govern the initial sale and rental and subsequent resale and releasing of Workforce Housing Units created under the Workforce Housing Program. The term of the Restrictive Covenant and Agreement is thirty (30) years, n. Workforce Housing Unit - A dwelling to be sold or leased to an individual or family that is Income Qualified in which the rent or mortgage payments (including principal, interest, taxes, insurance and homeowner association fees) does not exceed 35% of the gross income of households that are classified as low or moderate income households. T\PLANNfNG\Workforce Housing Program\Workforce Housing Program DRAFT doc 01/22/2007 3 208 209 210 . 211 212 213 214 215 216 217 218 219 220 221 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 249 250 251 252 253 254 APPLICABILITY Except as otherwise provided in this ordinance, these regulations shall apply to development applications consistent with the following conditions: a. A new development, a major modification of an approved development or substantial rehabilitation of an existing building with a residential component in which any Mixed Use land use designation and a corresponding Mixed Use zoning category is applied for. b. A new development, a major modification of an approved development or substantial rehabilitation of an existing building with a residential component in which any Mixed Use Core land use designation and a corresponding Mixed Use zoning category is applied for, c. A new development, a major modification of an approved development or substantial rehabilitation of an existing building with a residential component applying for a land use designation of Special High Density Residential. PROVISION OF WORKFORCE HOUSING UNITS Developers may be entitled the requested higher density land use and zoning category if providing Workforce Housing Units as stated below, subject to the limits and requirements of this chapter. a. To be eligible for the requested higher density land use, the following percentage of Workforce Housing Units must be incorporated into the Development: I. Special High Density Residential - Twenty percent (20%) of the total number of proposed residential units in the Development shall be designated as Workforce Housing Units. II. Mixed-Use - Fifteen percent (15%) of the total number of proposed residential units in the Development shall be designated as Workforce Housing Units. III. Mixed Use Core - Ten percent (10%) of the total number of proposed residential units in the Development shall be designated as Workforce Housing Units. T\PLANNING\Workforce Housing Program\Workforce Housing Program DRAFT doc o 1/22/2007 4 255 256 257 258 259 260 261 262 263 264 265 266 267 268 269 270 271 272 273 274 275 276 277 278 279 280 281 282 283 284 285 286 287 288 289 290 291 292 293 294 295 296 297 298 299 300 301 Twenty-five percent (25%) of the total Workforce Housing Units shall be set aside for Low Income households. Seventy-five percent (75%) of the total Workforce Housing Units shall be set aside for Moderate Income households. b. If the required number of Workforce Housing Units results in a fractional remainder greater than .50, the number shall be rounded up, If the required number of Workforce Housing Units results in a fractional number less than .50, the number shall be rounded down. c. Workforce Housing Units shall have the same percentage of unit types as market rate units within the development particularly with regards to the number of bedrooms. d. All units shall meet the requirements for unit size and construction as specified in this chapter and meet all required Land Development Regulations and applicable building codes. e. At the time of application for Land Use classification amendment and rezoning category change the project must be reviewed and signed off by the Community Improvement Division of the City as part of the site plan approval process for compliance with affordability guidelines and number of units qualifying as Workforce. f. The site plan shall clearly identify the location of Workforce Housing Units. Additionally, tabular data must be included on the site plan showing the address or unit number, total number of units, number of bedrooms of Workforce Housing Units and the targeted income levels. This shall be included with the market rate data. g. Workforce Housing Units shall include those units in a Development, which are regulated in terms of: I. Initial sales price or rent levels; and II. Subsequent resale or leasing h. If compliance with a land development standard would preclude construction of a residential or mixed-use development in which Workforce Housing Units are included, pursuant to this Chapter, the applicant may submit a proposal for waiver or reduction of the development standard. The applicant shall show that the T\PLANNING\ Workforce Housing Program\ Workforce Housing Program DRAFT. doc 5 01/22/2007 302 303 304 305 306 307 308 309 310 311 312 313 314 315 316 317 318 319 320 321 322 323 324 325 326 327 328 329 330 331 332 333 334 335 336 337 338 339 340 waiver or reduction of the development standard is necessary to make the Workforce Housing Units economically feasible and that such a waiver will not compromise any of the City's life or safety standards. I. Prior to the issuance of any building permit, the Restrictive Covenant and Agreement shall be recorded in the public records of Palm Beach County. The term of the Restrictive Covenant shall be thirty (30) years. OFF-SITE OPTIONS Developers are required to include Workforce Housing Units in any Development in which Special High Density Residential, Mixed-Use or Mixed-Use Core land use is requested. However, in the case of developments in which 80% of the residential unit prices exceed $500,000, paying a fee in lieu of creating the Workforce Housing Units on site donating land, purchasing and donating market rate units or building off site for the required number of Workforce Housing Units may be permitted at the recommendation of the Community Improvement Department. I. Payment in-lieu Contribute the per unit price listed in Table 1 below to the Boynton Beach Housing Trust to be utilized to subsidize the creation of Workforce Housing within the City In-lieu of fees shall be paid in full prior to the issuance of a building permit. TABLE 1 PAYMENT IN LIEU FOR CREATING REQUIREDWORKFORCE HOUSING UNITS (per unit required) One Bedroom Two Bedroom Three+ Bedroom $80,000 $100,000 $120,000 II. Donate land (buildable residential parcels) within the City limits to be used for Workforce Housing. The value of the land shall equal or exceed the total "in lieu of' fee for all required workforce units or shall be of sufficient size to develop the same number of required units. The value of the donated land must be verified by a MAl appraisal no more than three months old. The appraisal shall be obtained by developer at developer's cost to verify the value of donated land. The land shall be deeded to the City prior to the issuance of a final Certificate of Occupancy for the Development. T:\PLANNING\ Workforce Housing Program\ Workforce Housing Program DRAFT doc 01/22/2007 6 341 342 343 344 345 346 347 348 349 350 351 352 353 354 355 356 357 358 359 360 361 362 363 364 365 366 367 368 369 370 371 372 373 374 375 376 377 378 379 380 381 382 383 384 385 386 387 III. Off-site Construction - The required Workforce Housing Units may be built off-site. All off-site Workforce Housing Units shall comply with all sections of this Ordinance. Building permits shall be issued for a minimum of 50-percent of the required Workforce Housing Units to be constructed off-site prior to the issuance of the first Certificate of Occupancy in the subject development. All off-site Workforce Housing Units must receive a Certificate of Occupancy prior to the issuance of more than 75-percent of the Certificate of Occupancies in the subject development. IV. Purchase Market Rate Units -Purchase an equivalent number of existing market rate units to be deeded to the City or sold to eligible households. Such units shall be deed restricted to comply with the Workforce Housing Ordinance. The developer may retain the title to off site units subject to recordation of a City approved deed restriction. A minimum of 50-percent of the units must be purchased and deeded to the City or deed restricted prior to the issuance of the first Certificate of Occupancy in the subject Development. All Workforce housing Units shall be purchased and deeded to the City or deed restricted prior to issuance of more than 75-percent of the Certificate of Occupancies in the subject Development. RENTAL HOUSING UNITS a. A Restrictive Covenant shall be recorded in the public records specifying the income level served, rent levels, reporting requirement and all restrictions applicable to the Workforce Housing Units. All leases on Workforce Housing Units shall contain language incorporating the Restrictive Covenant applicable to the Workforce Housing Units and shall reference the recorded Restrictive Covenant. The Restrictive Covenant shall remain in force for thirty (30) years. c. Units targeted to low income households at 50% to the 80% of the Palm Beach County median income, adjusted for family size shall not have rental rates that exceed 100% of the HUD determined fair market rent for the area. d. Units targeted to moderate income households at 80% to the 120% of the Palm Beach County median income, adjusted for family size, shall not exceed 100% of the HUD determined fair market rent for the area. e, Tenant income qualification records shall be maintained on site and a yearly report shall be forwarded to the T:\PLANNING\Workforce Housing Program\Workforce Housing Program DRAFT. doc 7 01122/2007 388 389 390 391 392 393 394 395 396 397 398 399 400 401 402 403 404 405 406 407 408 409 410 411 412 413 414 415 416 417 418 419 420 421 422 423 424 425 426 427 428 429 430 431 432 433 434 Community Improvement Division of the City of Boynton Beach for compliance determination. FOR SALE HOUSING UNITS a. All deeds shall include the Restrictive Covenant applicable to Workforce Housing Units, All sales contracts shall state that the unit is part of a Workforce Housing Program and subject to Section of the Land Development Regulations of the City. The Restrictive Covenant shall remain in force for thirty (30) years. The form of deed for Workforce Housing Units shall be approved by the City attorney. b. The Restrictive Covenants shall state that during the affordability term, the resale of a Workforce Housing Unit shall be subject to the following resale requirements. I. All Workforce Housing Unit owners shall notify the City of Boynton Beach immediately that the unit is for sale, The City shall have first right of refusal to purchase the unit. Upon receipt of notice that a valid offer has been made on the unit, the City shall have fifteen (15) days to invoke its right of refusal to purchase the unit(s). II All Workforce Housing Units are to be resold only to Low or Moderate income qualified households at an attainable housing cost for each targeted Income range. c. Purchasers of Workforce Housing Units shall be required to occupy the unit. d. Closing costs and title insurance shall be paid pursuant to the custom and practice in Palm Beach County at the time of opening of escrow. No charges or fees shall be imposed by the seller on the purchaser of a Workforce Housing Unit which is in addition to or more than charges imposed upon purchasers of market rate units, except for administrative fees charged by the City/CRA, or their designee. e. Sales prices for Workforce Housing Units will be calculated on the basis of: I. An available fixed-rate thirty-year mortgage, consistent with a "blended rate" for Palm Beach County banks, TIPLANNINGIWorkforce Housing Program\Workforce Housing Program DRAFT doc 8 01/22/2007 435 436 437 438 439 440 441 442 443 444 445 446 447 448 449 450 451 452 453 454 455 456 457 458 459 460 461 462 463 464 465 466 467 468 469 470 471 472 473 474 475 476 477 478 479 480 and/or the Florida Housing Finance Authority. A lower rate may be used in calculating workforce housing prices if the developer can guarantee the availability of fixed-rate thirty-year mortgage at this lower rate for all Workforce Housing Units required for the covered project; and II. A down payment of no more than 10% (including any down payment assistance provided by SHIP or other sources) of the purchase price; and III. A calculation of property taxes; and iv. A calculation of homeowner insurance, mortgage insurance, homeowner association fees, property management fees and other closing costs. f. Compliance - Prior to request for final Certificate of Occupancy for the development, the developer shall provide to the City's Community Improvement Department, or designee, documentation sufficient to demonstrate compliance with the Workforce Housing Program. Such documentation shall include but is not limited to information regarding the identity and income qualification documentation for all occupants of the Workforce Housing Units, proof of recordation of Restrictive Covenant in approved form. RESALE REQUIREMENTS To maintain the availability of Workforce Housing Units which may be constructed or substantially rehabilitated pursuant to the requirements of this program, the following resale conditions shall be imposed on the Workforce Housing Units and included in the deed and restrictive covenant recorded in the Public Records of Palm Beach County: a. All Workforce Housing Units constructed or substantially rehabilitated under this program shall be situated within the development so as not to be in less desirable locations than market-rate units in the development and shall, on average, be no less accessible to public amenities, such as open space, as the market-rate units. b. Workforce Housing Units within a market rate development shall be integrated with the rest of the development and shall be compatible in exterior design and appearance, T\PLANNING\Workforce Housing Program\Workforce Housing Program DRAFT doc 01122/2007 9 481 482 483 484 485 486 487 488 489 490 491 492 493 494 495 496 497 498 499 500 501 502 503 504 505 506 507 508 509 510 511 512 513 514 515 516 517 518 519 520 521 522 523 524 525 526 527 construction, and contain comparable HVAC systems as market rate units. c. The developer shall provide Workforce Housing Units that include unit types in the same proportion as the market rate housing units. I. If the development contains a mix of different types of units, (e.g. condominium, townhouse, detached, etc.), the proportion of Workforce Housing Units of each type to total Workforce Housing Units must be approximately the same as the proportion of market rate units of each type to total market rate units. II. If the development includes both for sale and for rent units, the proportion of for rent Workforce Housing Units to for sale Workforce Housing Units must not exceed the proportion of for rent market rate units to for sale market rate units. III. The number of bedrooms per unit must be proportionate between Workforce and market rate units. d. The construction schedule for Workforce Housing Units shall be consistent with or precede the construction of market rate units. e. There shall be no lot premiums charged on the Workforce Housing Units. f. All required Workforce Housing Units shall be offered for sale or rent at an attainable housing cost for each of the targeted income ranges. f. The City of Boynton Beach, its successors and assigns may enforce the covenants. No amendments to the Restrictive Covenant shall be made unless by written instrument approved by the City. MONITORING AND COMPLIANCE a. Final Approval Conditions: Final conditions of approval shall specify that the Workforce Housing Units are sold to buyers whose income does not exceed 120% of median household income for Palm Beach County as set by HUD. The conditions will also specify the requirements for T:\PLANNING\Workforce Housing Program\Workforce Housing Program DRAFT.doc 10 01/22/2007 528 529 530 531 532 533 534 535 536 537 538 539 540 541 542 543 544 545 546 547 548 549 550 551 552 553 554 reporting to the City's Community Improvement Division on buyer eligibility, housing prices, as well as any applicable requirement to record the Restrictive Covenant or to enforce resale restrictions. b. At the time of request for final Certificate of Occupancy for the development, if the Workforce Housing Units have not been sold to income qualified persons, the developer shall deposit in the form of a surety bond, the amount equal to 110% of the applicable "in lieu" of fee to the City's Housing Trust Fund. Upon verification that the required number of Workforce Housing Units have been sold to income qualified persons, the surety will be released. c. The City may enforce the requirements of the Workforce Housing Ordinance through any cause of action available at law or equity, including but not limited to seeking specific performance, injunctive relief, rescission of any unauthorized sale or lease, during the term of the Restrictive Covenant. d. The Community Improvement Department shall submit an annual report to the City Commissioners indicating the status of the Workforce Housing Ordinance, including but not limited to the number of units created, leased and sold. T\PLANNING\ Workforce Housing Program\ Workforce Housing Program DRAFT. doc 01122/2007 11 City of Boynton Beach CRA Housing Needs Assessment Prepared by: Florida International University Metropolitan Center ~ll Prepared for: Boynton Beach Community Redevelopment Agency and The City of Boynton Beach August 9, 2006 CREDITS ,:" . ~~, ,'Ii .....~<r .~. ..,}- .:"; ,~:"-" ;S~ ...t '.;:;. .:~, ~:. ;..' ....' ',..~. 4:', l~ ~.::. .;; l ,~"~; ,I ..::::. ~'...~J;.. ~ ,,~, -~~ ~: "~:....;. -: .....E~ Credits Metropolitan Center at Florida International University: The Metropolitan Center at Florida International University delivers information and expertise to decision makers, community leaders and citizens as they seek to forge solutions to urban problems. The Center is engaged in the study of housing, demographics, economics and politics in South Florida. The overall goal of the Center, as an "applied research" institute, is to provide decision-makers with the best possible information to forge solutions to the problems confronting South Florida's urban areas. Toward that goal, the Center provides research, training, and technical assistance to governmental and nonprofit institutions in South Florida. Metropolitan Center 150 S.E. 2nd Avenue, Suite 500 Miami, Florida 33131 (305) 349-1251 htto :/Imetrooolitan. fiu .ed u Research T earn Ned Murray, Ph. D., AICP, Associate Director Rosa Davis, Research Associate and Project Manager Dario Gonzalez, Research Associate Stephanie Smith, Research Assistant Una Duran, Research Assistant Tonya Rapley, Research Assistant Ines Hernandez-Siqueira, Principal, Civica Consulting Group, Inc. Jennifer Fu, Principal, Sunshine Maps, Inc. Boynton Beach CRA Housing Needs Assessment Metropolitan Center ii EXECUTIVE SUMMARY 'f. , "';;-'... - ~ ~ :.:~ \~ ~.:? 'f ~. ~:. :;~..,,4 ;!.. i:".~::.. '1" 01"" ~ .. ~.' . ~ : ,...,' ,~' . "~'.i., .;;: .' ...,...l. .: ')~ .~ j;, . t.... "JI,._ ..~~...~~ The City of Boynton Beach and CRA Housing Needs Assessment is a quantitative economic and housing market study that attempts to capture the dynamic of the housing supply and demand relationship in both the City and the CRA. The study considers the critical economic and housing market factors that drive this important supply and demand relationship, including the larger market forces that have resulted in Palm Beach County having one of the highest median single family home prices in the State of Florida. The housing market in South Florida and in many metropolitan areas throughout the nation is facing serious challenges. Rapidly escalating increases in housing values in recent years has threatened to make housing unaffordable for low and moderate income households, as well as, the working middle class. At the local level, many in both the public and private sectors have come to recognize the inextricable link between an adequate supply of affordable housing and sustainable economic growth. To develop this understanding and to move forward with real solutions to address these housing issues, it is important for communities to assess the critical relationship between local housing supply and demand. Future housing demand in the City of Boynton Beach will be largely determined by on-going and planned economic development activity that will result in expanded employment opportunities. Employment growth will occur through the retention and expansion of existing firms and new economic growth resulting from start-ups, spin-offs, and relocations to the city and the southern and eastern sections Palm Beach County. Basically, populations follow job growth and the demand for housing will be defined by the location, type and wage levels of the City and County's future employment growth. The study concluded that occupational employment and wage statistics for Palm Beach County and the City of Boynton Beach indicate that the labor market structure is largely skewed toward the secondary labor market comprised of low wage retail and service sector occupations. These low-wage occupations offer little in terms of benefits, job security and career mobility. These occupations are also the most likely to be affected by recent changes in the real estate market. Critical Findings The following is a summary of the critical findings from the economic and housing market analysis of the City of Boynton Beach and CRA. ~ The employment base of the City of Boynton Beach is generally reflective of Palm Beach County as a whole with most employment found in the Services and Retail Industries. ~ Within the West Palm Beach-Boca Raton Metropolitan Statistical Area (MSA), in which Boynton Beach is included, retail salespersons (21,550) comprise the largest number of jobs. The median hourly rate for retail salespersons within the MSA is $10.17, which equates to an annual salary of $21,153 based on a 40-hour work week. Other leading employment sectors include office clerks ($10.61), cashiers ($8.22), waiters and waitresses ($6.42) and landscaping and groundskeepers ($8.98). ~ The median annual salaries of "target" or "essential" workforce occupations, including teachers, registered nurses, police officers and firefighters, are at or below 120 percent of the area median income (AMI). Boynton Beach CRA Housing Needs Assessment Metropolitan Center iii In the last three years, the City of Boynton Beach has experienced a 16 percent loss of renter-occupied units due to condominium conversions. The inventory of apartments has decreased from 6,224 to 5,035 total units. . Indications are that conversions have created added stress on the rental market including lower vacancy rates and the reduction of affordable rental housing. Approximately 598 of the condo conversions took place within the City's CRA. . The vacancy rate for apartments in Palm Beach County is at an all time low. Since 2003, the County's vacancy rate has declined from approximately 6 percent to a low of 2.4 percent in November 2005. The City of Boynton Beach and the CRA have experienced a similar pattern with a 2.6 percent vacancy rate. . Within the CRA, the $222,500 median sales price for a single family home is 36 percent less than the $350,000 median sales price for the City. . The median sales price for age restricted units City-wide is $200,000 and $197,000 in the CRA. . The highest appreciation rate for single family homes took place in the CRA, with an increase of 41 percent from 2004. . In the City of Boynton Beach, the average rent for a two bedroom apartment increased from $700 in 2000 to $1,146 per month in 2005. Within the last two months of 2006, rents climbed to $1,250, a 58 percent increase since 2000. . Housing affordability calculations reveal a substantial "affordability gap" for single family homes in the City of Boynton Beach and the CRA with affordability gaps ranging from $74,458 to $216,680. . Relatively lower median sales prices combined with relatively higher median incomes provide a certain level of affordability within certain sub-markets of the CRA. However, depressed single family home values within a larger inflationary market may be indicative of substandard housing conditions or other neighborhood-related factors. . The City of Boynton Beach's projected population and employment growth through Year 2025 should create the demand of approximately 4,173 new workforce housing units (80-120 percent of the AMI) and 6,627 affordable rental housing units for new households earning less than 80 percent of the AMI. . The CRA will absorb a significant portion of the City's projected population and employment growth with an estimated demand of approximately 2,900 workforce housing units (80-120 percent of the AMI) and 4,606 affordable rental housing units for households at less than 80 percent of the AMI. Boynton Beach CRA Housing Needs Assessment Metropolitan Center iv TABLE OF CONTENTS f' ~ ~"i ~~w.~.~" ::.: t .E'~.~'''. 'j,~ d~ :.;;t, " -;;'.;; ..~ . '~ -:;~ '~. .:~ ,';!;. '';' iA~ _~~ ..: ~ _<0 :,~-'7: ~~.r' ..~ ::"": .~" ;~~- CREDITS.................................................................................. 0'.......................................................... i i EXECUTIVE SU M MA RY ................................................................................................................... i i i I. INTRODUCTION AND METHODOLOGy..... ...... ............... ....... ....... ............ ...... ........... ............. ..... 1 II. HOUSING SUPPLY ANALYSIS.. ............. ....... ......... ................................. ......... .............. ....... ....... 2 Housing Inventory by Type. ............................... .......... ...................................,..........................2 Condition of Existing Housing....... .... ................................................................................... ...... 3 Housing Occupancy...... ............ .....,....... ,.., ............. ............. ... ... ................................ ......... ......5 Development Trends .........,.......,.....,.... ............ ..... ....................................... .............................7 Land Use ......... .....,..... .......,.......... ................. ......... .......................... ..................... ....... ...... .......7 III. HOUSING DEMAND ANALYSIS ..... .................. ....... ............. ...... ....... ............... ............ ...... ......... 8 Labor Market and Economic Base.......... ........ ....... ......................................... ..... ...... ............... 8 Real Estate Market.. ........................ ....... ................................................................................. 13 Household Composition and Household Income ....................................................................16 Affordability Gap and Cost Burden.................. ............. ....... ................. .............. ................ ..... 17 Cost Burden. .................................................... ..................... ........... ..........,................. ............ 21 IV. HOUSING SUPPLY AND DEMAND IMPACT ASSESSMENT ..................................................22 Assessment of the Balance between Existing and Future Housing Supply and Demand ...... 22 Housing Affordability Gap Analysis .........................................................................................24 Affordability Calculations and Targeted Populations Based on Existing and Future Demand25 V. DEVELOPMENT FEASIBILITY ANALYSIS ................................................................................ 27 VI. AP PEN DIX.............................................................,..................................................................... 30 Tables, Figures and Maps Table 1: Substandard Housing: 2000 ..................................................................................................... 5 Table 2: Occupied Units: 2005 ......................................................................,........................................5 Table 3: Future Housing Development in Boynton Beach: Housing Permits, 2005-2008 .....................7 Table 4: Vacant Parcels in Boynton Beach as of 2005: ......................................................................... 7 Table 5: Palm Beach County: Top Five Occupations by Employment and Wages, 2005.....................8 Table 6: Non-Farm Occupations for the Employed Civilian Population 16 Years and Over 2004......... 9 Table 7: Non-Agricultural, Establishment-Based Employment/Sales by Industry & Size, Boynton Beach 2004 .......................................................................................... ...... .............. ............10 Table 8: Area's Largest Employers, 2006 ............................................................................................11 Table 9: Occupations Gaining the Most New Jobs, Workforce Region 21 _ Palm Beach County, 2004-2012 ............................................................................................................................ 11 Table 10: Leading Employment and Essential Occupations by Wage Rates: West Palm Beach-Boca Raton MSA, 2005.. ........................ .................................... ..............,.................................... 12 Table 11: Median Sales Price Appreciation: 2004 to Jan-Feb 2006....................................................14 Table 12: Median Price of New and Used Housing Units: 3rd Quarter 2005.......................................15 Table 13: Age and Size of Units Sold in 2005: City of Boynton Beach................................................ 15 Table 14: Appreciation in Rent Prices: 2000-2006...............................................................................16 Table 15: Household Income by Tenure (Adjusted for 2005): Boynton Beach and CRA ....................17 Table 16: Homeownership Affordability Gap by Housing Type Based on the 2005 Median Income for the City of Boynton Beach and the Boynton Beach CRA ....................................................18 Boynton Beach CRA Housing Needs Assessment Metropolitan Center v Table 17: Rental Affordability Gap Based on the 2005 Median Income for the City of Boynton Beach and the Boynton Beach CRA ..................... ....... ............ ........ .............. ................................. 18 Table 18: Occupations by Area Median Income: 2005 ........................................................................19 Table 19: Affordability Gap by Occupations .........................................................................................20 Table 20: Affordability Gap by AMI Based on Median Income of $46,709: 2005* ...............................21 Table 21: Households with a Cost Burden of 30 Percent or More by Tenure: 2005............................21 Table 22: Future Housing Demand: 2025 ............................................................................................22 Table 23: New Residential Projects Recently Approved or Under Construction .................................23 Table 24: Affordability of Units in Pipeline Based on the 2005 Median Income of $46,709 (Units in pipeline include units that are approved or under Construction, 2006-2008) ......................25 Table 25: Census Geographic Areas that Represent the Boynton Beach CRA .........................:........30 Table 26: Residential Projects in Approval Process.............................................................................31 Table 27: Projections of Housing Inventory in Boynton Beach Based on Housing Permits: 2005-2008 ....... ...... ........ ......... ......... ...................,.. ..... ............ ........ ......... .... ..................................,..,..... 31 Table 28: Projections of Housing Inventory in CRA Based on Housing Permits: 2005-2008..............31 Table 29: Age Distribution ....................................................................,.................... ........................... 32 Figure 1: Inventory of Housing in Boynton Beach by Type: 2005.......................................................... 2 Figure 2: Inventory of Housing by Type in CRA: 2005........................................................................... 3 Figure 3: Boynton Beach: Year Structure Built, Prior to 1960 to 2005...................................................4 Figure 4: CRA*: Year Structure Built: Prior to 1960 to 2005 ..................................................................4 Figure 5: New Rental Apartments: Starts and Completions from 2000-3rd Quarter 2005..................... 6 Figure 6: Median Single Family Housing Prices by Largest Metropolitan Statistical Areas (MSAs) Year End 2003 and 2005...................................................................................................,..........13 Map 1: CRA, Properties, Census Block Groups..................... ............. ..... .......................... .................. 33 Map 2: Median and Age by Census Block Group in CRA: 2005..........................................................34 Map 3: CRA Land Use............................................................,......,....................................................,.35 Boynton Beach CRA Housing Needs Assessment MetropOlitan Center vi I. INTRODUCTION AND METHODOLOGY '~~ , -- ~ .-- ~ - ~ , " ,..,. ~:'Cb i"~":l>';'lie.: "':I;).~ A" ~~ ... ..l-'",t. .."'". ~....l' ""':' '. r" ~ .. A __ P . ~. ... "'-, ..., .,t", ';;'.';;;t-._:, ~:... ~" i.. .~""':JO __ I:]: The housing market in South Florida and in many metropolitan areas throughout the nation is facing serious challenges. Rapidly escalating increases in housing values in recent years has threatened to make housing unaffordable for low and moderate income households, as well as, the working middle class. At the local level, many in both the public and private sectors have come to recognize the inextricable link between an adequate supply of affordable housing and sustainable economic growth. To develop this understanding and to move forward with real solutions to address these housing issues, it is important for communities to assess the critical relationship between local housing supply and demand. The City of Boynton Beach and the Boynton Beach Community Redevelopment Agency (CRA) have sponsored this study in an effort to develop a greater understanding of the workforce housing needs within the City of Boynton Beach and the Boynton Beach CRA. The Boynton Beach CRA encompasses the eastern boundary of the City and the area known as the "Heart of Boynton". The study examines the housing needs of the workforce, provides an affordability gap analysis, and gives projections for meeting future housing demand. Specifically, the study includes the following elements: ~ Housing Supply Analysis: This section will provide estimates of the current and future supply of housing in Boynton Beach and the Boynton Beach CRA based on housing type, tenure and geographic sub-area. ~ Housing Demand Analysis: The demand analysis examines current and projected workforce demand based on a labor market and economic base analysis, as well as population and household trends. Housing Demand and Supply Assessment: This section assesses the relationship between current and projected supply and demand and determines the level of impact on housing affordability and economic sustainability. Boynton Beach CRA Housing Needs Assessment Metropolitan Center II. HOUSING SUPPLY ANALYSIS r: ~gi..-~~,ff/;;;' ",-oi: ~;Ji<'''<.1 ~~h.;lt~-J~'.~,~ ,,-U_.:,ionl i: -::~~~s..., ~r ~,.i ~ ~~. ,l;~, ""~''';:l "-~.,r,.,~.,.,.:.. =~ ,..i:.~::t~'...t~.:..",:~,~".. ~;4~~ Housing Inventory by Type Since 2000, the housing inventory in the City of Boynton Beach has increased by 11 percent, growing from 30,586 units to approximately 33,940 in 2005. The CRA contains 19 percent of the City's housing inventory with approximately 6,588 units. As can be seen in Figure 1 below, the housing inventory in the City of Boynton Beach consists primarily of single-family (40 percent) and multi-family units (47 percent), with a small percent of town homes (11 percent). By comparison, the Boynton Beach CRA is primarily a higher density area, with multi-family units comprising 58 percent of the housing inventory. Only 26 percent of the units in the CRA are single family. Figure 1: Inventory of Housing in Boynton Beach by Type: 2005 Mobile Homes 2% Multi-Fam 47% ingle Family 40% If Townhome 11% Source: Palm Beach County Appraiser's Office, RealQuest, property data from the City of Boynton Beach, 2000 US Census, 'Multi-Family includes apartments, condominiums, cooperatives and multifamily structures with 5 units or more Boynton Beach CRA Housing Needs Assessment Metropolitan Center 2 Figure 2: Inventory of Housing by Type in eRA: 2005 Mobile Home Park 2% Single Family 26% Multi-Fam** 58% Townhouse* 14% Source: Palm Beach County Appraiser's Office, RealQuest, Penn it Data and Fire Department Assessment Data from the City of Boynton Beach *Townhouse includes 2-4 units that are attached **Multi-Fam includes Condominiums, Cooperatives and Multifamily structures with 5 units or more ***See Attachment for the list of Census Blocks and Census Block Groups that represent the CRA Condition of Existing Housing Age of Housing The age of housing tends to have a general correlation to the condition of the housing stock and is an important variable in determining the true affordability of a home. Although older homes tend to be more affordable, the older the housing stock, the greater the likelihood of housing problems, including substandard housing conditions. According to U.S. Census figures, the City of Boynton Beach has an aging housing stock. Approximately 73 percent of the housing units in the City are over 25 years old. In fact, only 10 percent of the City's housing units have been constructed since 2000. Within the CRA, the number of older housing units is even greater, with 98 percent of the housing stock over 25 years old. Boynton Beach CRA Housing Needs Assessment MetropOlitan Center 3 Figure 3: Boynton Beach: Year Structure Built, Prior to 1960 to 2005 Before 19605 8% 2000-2005 10% 19905 17% 1970s 29% Source: Palm Beach County Appraiser's Office, RealQuest, Permit Data and Fire Department Assessment Data from the City of Boynton Beach Figure 4: CRA*; Year Structure Built: Prior to 1960 to 2005 19605 24% 19905-2005 2% Before 19605 16% Source: Palm Beach County Appraiser's Office, RealQuest, Permit Data and Fire Department Assessment Data from the City of Boynton Beach "Figures do not include housing units that do not represent complete Census Block Groups. These Block Groups include: 57.01.4, 55.02,2, 60.02.1, 60,02.2, 60.03.1 Boynton Beach CRA Housing Needs Assessment Metropolitan Center 4 Substandard Housing According to the U.S. Census, the City of Boynton Beach had 2,417 substandard units in 2000. The U.S. Census Bureau defines substandard units as existing housing with any of the following problems: lack of complete plumbing, lack of kitchen facilities, no fuel, and/or overcrowding. In the CRA, 10 percent of the housing stock (674 units) were found to be substandard. This could be attributed to the high concentration of older housing in the CRA. Table 1: Substandard Housing: 2000 Housing Condition Palm Beach County Boynton Beach CRA> LackinQ kitchen facilities 2140 115 47 Lackina olumbina facilities 2513 287 14 No fuel used 9,967 503 120 1.01 or more occupants per room 25,707 1,512 493 Total Substandard Units: 40,327 2,417 674 % of Total HousinQ Units 7% 8% 10% Source: 2000 Census 'Figures do not include housing units that do not represent complete Census Block Groups. These Block Groups include: 57.01.4, 55.02.2,60,02.1, 60.02.2, 60.03.1 Housing Occupancy Occupied Units It is estimated that 73 percent of the housing units in Boynton Beach are owner-occupied with the remaining 27 percent renters. Within the CRA, the rate of homeownership is lower, with 66 percent of the housing units owner-occupied and 34 percent renter-occupied. Table 2: Occupied Units: 2005 Boynton Beach 01 CRA % /0 Occuoied Units 28,280 100% 6,588 100% Owner occupied 20,644 73% 4,348 66% Renter occupied* I 7,607 27% 2,240 34% Population 63,913 -- 14,889 -- Source: Metropolitan Center, Florida International University 'Includes all renter occupied units (apartments, condominiums, single family homes, etc.) Condominium Conversions In the last three years, the City of Boynton Beach has experienced a 16 percent loss of renter occupied units due to condominium conversions. The inventory of apartments has decreased from 6,224 to 5,035 total units. Indications are that conversions have created added stress on the rental market including lower vacancy rates and the reduction of affordable rental housing. Approximately 598 of the condo conversions took place within the City's CRA. Vacancy Rates The vacancy rate for apartments in Palm Beach County is at an all time low. Since 2003, the County's vacancy rate has declined from approximately 6 percent to a low of 2.4 percent in November 2005. The City of Boynton Beach and the CRA have experienced a similar pattern, Boynton Beach CRA Housing Needs Assessment Metropolitan Center 5 with a vacancy rate is 2.6 percent. As previously noted, condominium conversions are considered to be a major contributing factor for the current low vacancy rates. Absorption of Rental Units As shown in Figure 5 below, another major factor that has contributed to low rental apartment vacancy rates in Palm Beach County has been the decline in rental apartment construction. Although the annual demand for rental apartments in Palm Beach County is approximately 5,656 units, there were only 1,332 apartment units completed and a mere 450 units started as of the third quarter of 2005. As a result of the low supply in rental units, the County has less than a month's supply of new rental apartment units on the market at any given time. The average number of units absorbed per month in 2005 was 182 units. In Boynton Beach, the average absorption was 10 units per month. Figure 5: New Rental Apartments: Starts and Completions from 2000-3rd Quarter 2005 I-+-- Starts -II- Colll>letions I 4000 3500 3000 2500 ~ 2000 c :::l 1500 1000 500 0 2000 2001 2002 2003 2004 2005 3Qtr Year Source: Palm Beach County Quarterly Housing Report: Fourth Quarter 2005. Reinhold P. Wolff Research, Inc. Boynton Beach CRA Housing Needs Assessment Metropolitan Center 6 Development Trends Housing Permits A significant market trend in the City of Boynton Beach has been the growth in multi-family projects. An analysis of City approved permits since 2003 reveals that multi-family units make up 94 percent of the housing units under construction, approved or pending approval. Single family units only constitute four percent of the housing units in the development pipeline. Approximately 4,009 units or 52 percent of the multi-family pipeline are located within the CRA. Table 3: Future Housing Development in Boynton Beach: Housing Permits, 2005-2008 Housing Type 2006 2007 2008+ Total r- - - '. ~ LJe) '/J .\~}, \ .') _' {~ fl . .' r . , " - -, " <-~ . , ,_ ,_ '"Os " ~"' z...-< _ ~",-,-'li Apartments 538 364 404 1,306 Townhomes. 1,596 380 935 2,911 Condominium 378 1,829 744 2,951 Lofts - - 70 70 Sinale Family- 331 - 107 438 Total 2,843 2,573 2,260 7,676 ~0Tt \~,~:,~:~~~>:--:~;:~l?~~f~~~~1~_~:~;t ,~:'~_; ~~~_:I'?~i~~ ~~-~: ~~~'~~0~:;~5~~~~~r~Il~;: ~~~~':~~~ ~ ~~;"~ i.;~~;~~~i~~ ~~t~~:.~:lI Apartments - - 404 404 Townhomes. 596 70 935 1,601 Condominium 378 812 744 1,934 Lofts - - 70 70 Single Family - - - - Total 974 882 2,153 4,009 *Townhome estimates for 2008 include 390 units that are pending approval ** Single Family estimates for 2008 include 90 units that are pending approval Source: Permit Data from the City of Boynton Beach land Use Land use policies playa significant role in determining the amount and availability of affordable housing within a community. Such policies guide the location, types of housing, and densities. According to the City of Boynton Beach, the City is nearly at build-out. Although there are 154 acres of vacant land, most of the parcels are small lots (under two acres) that are non-conforming and not practical for redevelopment purposes. It should be noted that many of these parcels are located within the CRA area. The City's limited land availability for development has been a contributing factor for the increase in higher density, multi-family redevelopment in the CRA. Table 4: Vacant Parcels in Boynton Beach as of 2005: Parcels Total Acres I Under 2 Acres I 2 Acres or More I Total 1346 15 I 351 72 82 154 Source: City of Boynton Beach Boynton Beach CRA Housing Needs Assessment Metropolitan Center 7 III. HOUSING DEMAN D ANALYSIS ~ .... ..."ij., ~". :;,;~ ~ ;., v'; ;l~ I';t or t ,1 ";~ ~"'I i~ l _"I , .~" \.;~ 0 Ji :ii: "f".. _, ~~ ". ~: ;.~ ~~' :.. "- ;... ":;" :;:~U -"A ... ~ ~ , \<.. ..i~ ~,~A. Demand refers to the amount and type of real estate desired for purchase or rent in a given market at a given time. The elements that affect housing demand include the labor market and economic base, the price of real estate, household income, population and household composition, and affordability. Each of these key elements will be discussed in this section. labor Market and Economic Base Existing Employment Base Future housing demand in the City of Boynton Beach will be largely determined by on-going and planned economic development activity that will result in expanded employment opportunities. Employment growth will occur through the retention and expansion of existing firms and new economic growth resulting from start-ups, spin-offs, and relocations to the city and the southern and eastern sections Palm Beach County. Basically, populations follow job growth and the demand for housing will be defined by the location, type and wage levels of the City and County's future employment growth. Through 2005, Florida continues to have the fastest job growth rate and lowest unemployment rate of the ten most populous states in the nation. The unemployment rate (3.6 percent) continued to remain below the national average and has remained so since mid-2002.1 Palm Beach County's 3.8 percent unemployment rate has run similar to the state and in between its tri- county neighbors Miami-Dade (4.2 percent) and Broward (3.5 percent).2 The unemployment rate (2.6 percent) for the City of Boynton Beach is considerably lower than Palm Beach County as a whole. Palm Beach County has experienced considerable employment growth in nonagricultural industries and in 2004 the county ranked 23rd among the largest 318 counties in the nation3. An analysis of recent economic growth in Palm Beach County shows most of the new job growth occurring within the County's existing industrial and employment base (see Table 5 below). The employment base of the City of Boynton Beach is generally reflective of Palm Beach County as a whole with most employment found in the Services and Retail Industries. For example, 33.5 percent of the City's employment base is found in Services compared to 36.4 percent in Palm Beach County (see Table 6 below). Healthcare and Support Services (7.4 percent), Building and Grounds Maintenance (6.3 percent) and Food Preparation and Serving (6.0 percent) comprise the leading occupations within the Services category. The City's other leading occupations include Office and Administrative Support (16.5 percent), Retail Sales (13.9 percent) and Management (8.3 percent). Table 5: Palm Beach County: Top Five Occupations by Employment and Wages, 2005 2005 Annual Median 2005 Hourly Wage Occupation 2004 Employment Income Entry Expenenced Retail Salespersons 21,550 $21,154 7.23 15.22 Office Clerks, General 13,510 22,069 7.01 13.22 Cashiers 13,160 17,098 6.55 9.5 Waiters and Waitresses 12,930 13,354 6.1!S 7.3 Landscaping Workers 11,670 18,678 7.18 11.4 Source: Florida Agency for Workforce Innovation 1 "Florida Employment and Unemployment" Press Release. Florida Agency for Workforce Innovation. November 2005 2 Florida Agency for Workforce Innovation, Local Area Unemployment Statistics Program (revised 12/16/2005) 3 The Development Atlas of the City of Boynton Beach. October 2005 Boynton Beach CRA Housing Needs Assessment Metropolitan Center 8 Table 6: Non-Farm Occupations for the Employed Civilian Population 16 Years and Over 2004 I I I u, of Total , I P ,11m - - -----~-- -- OCCUpiltlons Boyntoll t)cdell , Palm Beaell Boyntoll Beach County B[ <Jell I , , County Management 2,374 19,440 8.30% 3.80% Business and Financial 1,132 20,260 4.00% 3.90% Operations 1,372 22,350 4.80% 4.30% Professional/Science Services, including: 9,534 187,200 33.50% 36.40% Community/Socia/ Services 348 5,350 1.20% 1.00% Lega/ 293 6,190 1.00% 1.20% Education/Training/Libraries 1,245 17,750 4.40% 3.40% Art/Entertainment/Sports/Media 494 6,410 1.70% 1.20% Hea/thcare and Support 2,099 44,460 7.40% 8.60% Protective Services 708 14, 720 2.50% 2.90% Food Preparation/Serving 1,716 50,510 6.00% 9.80% Building/Grounds Maintenance 1,784 27,430 6.30% 5.30% Persona/ Services 847 14,380 3.00% 2.80% Sales 3,945 60,940 13.90% 11.80% Office and Administrative Support 4,707 96,390 16.50% 18.70% Construction/Extraction 1,894 34,280 6.70% 6.70% Installation/Maintenance/Repairs 1,136 20,430 4.00% 4.00% Production 1,012 19,100 3.60% 3.70% Transportation/Materials Moving 1,367 34,530 4.80% 6.70% Total 28,473 514,920 100.00% 100.00% Source: Recreated from the Development Atlas of the City of Boynton Beach, October 2005. Note: Direct comparison between City and County is approximated due to variations in occupational classifications. Existing Industrial Base There are a total of 2,616 firms located within the incorporated limits of Boynton Beach, of which, the vast majority (90 percent) have less than 20 employees (see Table 7 below).4 Of these firms, the most common industries in the City are Services (42.4 percent), Retail Trade (20.1 percent) and Finance/lnsurance/Real Estate (10.4 percent) The Service Industry has the highest levels of employment (10,582) and sales (approximately $865,000,000). Within this industry, Health Services is the most significant subcategory with the highest number of firms, employment, and sales. According to the Florida Managed Care Review 2005, the Healthcare Industry in the State of Florida is in a growth mode. The review found that while HMO enrollment has dropped sharply, profits still soared due in part to six years of double digit premium increases.5 Except for Tenet Health, hospitals in the state also reported strong net income in 2004. Thus, strong hospital income also has helped to stimulate new construction.6 However, the continued growth of the Healthcare Industry in Palm Beach County has certain caveats. According to a recent study that analyzed the West Palm Beach Market, the adjacent market to Boynton Beach, an earlier trend toward greater hospital profitability in the West Palm Beach area reversed in 2004, noting that eight area hospitals are in the red.? In particular, the 4 The Development Atlas of the City of Boynton Beach, October 2005 5 Florida Managed Care Review, 2005. Allan Baumgarten's Managed Care Reviews. Released February 2006. 5 Florida Managed Care Review, 2005. Allan Baumgarten's Managed Care Reviews, Released February 2006. 7 Study: Losses hit most for-profit hospitals in West Palm Beach. South Florida Business Journal. March 6, 2006. Boynton Beach CRA Housing Needs Assessment Metropolitan Center 9 review cited that the West Palm Beach market shows declining in-patient admissions, service duplication, a shortage of specialists to perform high-profit procedures and increased competition from ambulatory surgery centers not owned by hospitals helped contribute to the losses. This analysis is particularly important due to the fact that a significant number of the area's largest employers are from the healthcare industry, and that a considerable number of Boynton Beach's residents have jobs in health care services. Table 7: Non-Agricultural, Establishment-Based Employment/Sales by Industry & Size, Boynton Beach 2004 Ern pia ,ment ofTo~al \. tl I'llt'110e, Number ' 19 El'lployccs Salc" INDUSTRY of F mns Total Emp,oyc2s 01 mOlc (r\~r1llons) S Flrrns Employment Sales Construction 265 2,185 93,20% 1,50% 382 10,10% 7.90% 14,20% Manufacturina 107 1,392 79.40% 0.90% 122 4.10% 5,10% 4,60% Transportation/Public Utilities 78 872 80.80% 2,60% 89 3,00% 3.20% 3,30% Wholesale Trade 90 721 92.20% 0,00% 131 3.40% 2,60% 4,90% Retail Trade 527 6,721 86,10% 1,90% 701 20,10% 24,40% 26,10% Finance/Insurance/ Real Estate 272 1,926 96,00% 0.00% 326 10,40% 7,00% 12,10% 10,58 Services, in which: 1,108 2 91.40% 1.40% 865 42.40% 38,50% 32.20% Personal Services 152 576 99.30% 0,00% 23 5,80% 2,10% 0,90% Business SeNices 178 965 95,50% 0.00% 128 6,80% 3,50% 4,80% Leaal Services 57 274 98.20% 0.00% 49 2,20% 1.00% 1,80% Health Services 255 4,585 86,30% 4,30% 282 9.70% 16.70% 10.50% EducafionalServ~es 30 1,186 36,70% 20,00% 125 1.10% 4.30% 4.70% Hotels/other Lodaina 12 101 91.70% 0,00% 4 0.50% 0.40% 0,20% Public Administration 48 2,118 nla nla 70 1,80% 7.70% 2,60% Other 121 984 n/a nla nla 4.60% 3.60% 0,00% 27,50 TOTAL 2,616 1 90,20% 1,30% 2,686 100% 100% 100% Source: Recreated from the Development Atlas of the City of Boynton Beach, October 2005 Retail Trade follows a similar pattern as the Service sector having the second highest number of firms in the city and the second highest level of employment (6,721) and sales (approximately $701,000,000). The City's strength in retail falls in line with state trends that show an expanding market for 2006. According to the 2006 Industrial Outlook in Florida Trend, Florida-based retail chains are expected to ex~and despite fears that gas prices, consumer confidence, and hurricanes may affect sales. In fact, the 2004 hurricane season had little effect on Florida's population growth -the driving factor in retail.9 Furthermore, statewide retail sales are expected to increase in dollars for a five-year period beginning January 2005. Industry and Employment Growth According to the Boynton Beach Chamber of Commerce, the area's top two largest employers are the Palm Beach County School Board (16,800 employees) and Palm Beach County Government (9,000 employees). Other leading employers include Pratt Whitney (5,100 employees), Columbia Palm Beach Healthcare Systems (4,000 employees) and Intracoastal Health Systems (3,200 employees). In fact, the Healthcare Industry has a strong presence in Palm Beach County accounting for four of the top ten employers (see Table 8 below). 8 Retail: Adding it up. Florida Trend. January 2006, 9 Retail: Dr. Location. Florida Trend, January 2006, Boynton Beach CRA Housing Needs Assessment Metropolitan Center 10 Table 8: Area's Largest Employers, 2006 Rank Area's Largest Employers Employees Product/ServIce 1 School Board of P.B.C. 21,000 Education 2 Palm Beach County Government 6,000 County Government 3 Pratt & Whitney 5,100 Jet Engines 4 Columbia Palm Beach Healthcare Systems, Inc. 4,000 Health Care 5 Intracoastal Health Systems, Inc. 3,200 Health Care 6 Flo Sun Inc. 2,500 Agriculture 7 Florida Power & Light 2,300 Electric Utility 8 Boca Raton Community Hospital 2,000 Health Care 9 Boca Raton Resort & Club 1,850 Hotel 10 Bethesda Memorial Hospital 1,600 Health Care Source: Recreated from the Boynton Beach Chamber of Business "Facts about Boynton Beach" The Florida Agency for Workforce Innovation (AWl) provides "industry projections" for delineated Workforce Regions within the state for the period 2004-2012. For Workforce Region 21 (Palm Beach County), AWl industry projections show that the occupations expected to gain the most new jobs during the period 2004-2012 are representative of the industries and occupations that currently comprise the county's employment base. As shown in Table 9 below, with the exception of registered nurses, which show the largest projected gain, Retail Sales and Service occupations are expected to gain the most new jobs during this period. Table 9: Occupations Gaining the Most New Jobs, Workforce Region 21 - Palm Beach County, 2004-2012 ~ h,'1 " ; " 1) )" " I', , [ 1 "1 Rd1n il,l\ )dli. /uA/ (.... (II. I( ,"\ ( C( CU,ll 1 Registered Nurses 11,643 14,682 3.26 $25.59 4 2 Retail Salespersons 23,078 25,905 1.53 12.01 2 Janitors and Cleaners, Except Maids and 3 HousekeepinQ 13,884 16,658 2.50 8.83 1 4 Waiters and Waitresses 12,319 14,945 2.66 7.34 1 Food Preparation & Serving Workers, 5 Includina Fast Food 9,288 11,715 3.27 6.63 1 6 Landscaoina and Groundskeeoing Workers 8,709 10,907 3.15 9.83 1 7 Customer Service Reoresentatives 8,853 10,991 3.02 13.56 2 Sales Reps., Wholesale and Manufacturing, 8 Other 8,107 10,104 3.08 24.03 3 9 Office Clerks, General 13,291 15,236 1.83 10.99 2 10 Cashiers 12,179 13,920 1.79 8.22 2 Source: Florida Agency for Workforce Innovation, Labor Market Statistics Industry Projection Data 2004-2012 "Education Code: (1) Less than a High School Diploma (2) High School Diploma or GED (3) Post Secondary Adult Vocational Certificate (4) College Credit Certificate, Applied Technology Diploma, Associate of Applied Science, Associate Degree's Boynton Beach CRA Housing Needs Assessment Metropolitan Center 11 Wages As previously noted, populations follow job growth and the demand for housing will be defined by the location, type and wage levels of the city and county's future employment growth. The fact that the Services and Retail Industries provide such a disproportionate share of the employment base for both Palm Beach County and the City of Boynton Beach has real implications in terms of existing and future wages and housing demand. The Florida Agency for Workforce Innovation (AWl) provides current wage rate information by occupational category. The occupational wage statistics list the total number of jobs by occupational category, hourly rates and annual salaries, for salary-based occupations, based on mean, median, entry and experienced wage rates (see Table 10 below). Within the West Palm Beach-Boca Raton Metropolitan Statistical Area (MSA), in which Boynton Beach is included, retail salespersons (21,550) comprise the largest number of jobs. The median hourly rate for retail salespersons within the MSA is $10.17, which equates to an annual salary of $21,153 based on a 40-hour work week. Other leading employment sectors include office clerks ($10.61), cashiers ($8.22), waiters and waitresses ($6.42) and landscaping and groundskeepers ($8.98). Within the "leading employment sectors", registered nurses ($26.74) and bookkeepers and accountants ($14.67) have the highest median hourly rates. Table 10: Leading Employment and Essential Occupations by Wage Rates: West Palm Beach-Boca Raton MSA, 2005 Leadmg Employment (m WF Region 21) Total Jobs Mean Median Entry' Exp H 1 Retail Salesoersons 21,550 $12.55 $10.17 $7.23 $15.22 2 Office Clerks, General 13,510 11.15 10.61 7.01 13.22 3 Cashiers 13,160 8.53 8.22 6.55 9.52 4 Waiters and Waitresses 12,930 6,93 6.42 6,15 7.37 5 LandscapinQ and GroundskeepinQ Workers 11,670 10.02 8.98 7.18 11.44 6 Reaistered Nurses 10,840 27.41 26.74 21,03 30.61 Laborers and Freight, Stock, and Material Movers, 7 Hand 10,740 8.78 8.43 6.70 9.82 Janitors and Cleaners, Except Maids and 8 Housekeepina Cleaners 8,810 8.46 8.00 6.25 9,56 9 Customer Service Representatives 8,640 14.18 13.39 9.65 16.45 10 Bookkeepina, Accountina, and Auditing Clerks 8,550 15.10 14.67 10.76 17,27 Sample "Essential" Occupations Total Jobs Mean Median Entry Exp, Elementary School Teachers, Except Special Education 5,590 $38,143 $35,079 ~31 ,619 $41,405 Secondary School Teachers, Exc. Special and Voc. Ed. 2,670 43,900 42,932 32,651 49,524 Reaistered Nurses 10,840 27.41 26.74 21.03 30,61 Police and Sheriff's Patrol Officers 2,630 23.48 23.13 16.90 26.77 Source: Florida Agency for Workforce Innovation, labor Market Statistics, 2005 . . Entry Wage - This is the wage an entry-level worker might expect to make. It is defined as the average (mean) wage earned by the lowest third of all workers in a given occupation. .. Experienced Wage - This wage represents what an experienced worker might expect to make, It is defined as the average (mean) wage earned by the upper two-thirds of all workers in a given occupation. Also shown in Table 10 above is a sampling of "essential" workforce occupations. The essential workforce are those occupations that serve the educational, health and public safety needs of a community, and include teachers, nurses, police officers and firefighters. As previously noted, Boynton Beach CRA Housing Needs Assessment Metropolitan Center 12 registered nurses account for 10,840 jobs in the West Palm Beach-Boca Raton MSA, which includes the City of Boynton Beach. Teachers account for over 8,000 jobs, while police and sheriff patrol officers account for 2,630 jobs in the MSA. Significantly, the median salaries and wages for each of these essential workforce occupations fall below the median household income for Palm Beach County ($43,540) and the City of Boynton Beach ($46,709). The above occupational employment and wage statistics indicate that the labor market structure is largely skewed toward the secondary labor market (low wage retail and service sector occupations). As previously noted, these low-wage occupations offer little in terms of benefits, job security and career mobility. These occupations are also the most likely to be affected by recent changes in the real estate market. The following section provides an in-depth discussion regarding housing trends and their impact on the various occupations listed above. Real Estate Market Owner Market In the last three years, the growth in values has been unprecedented at the national, state and local level. The rapid increase in single-family home prices has been especially strong in the South Florida market. In fact, South Florida accounted for some of the highest appreciation rates in the nation and the state.'o Figure 6: Median Single Family Housing Prices by Largest Metropolitan Statistical Areas (MSAs) Year End 2003 and 2005 I_ 2003020051 $450,000 $400,000 $350,000 $300,000 $250,000 $200,000 $150,000 $100,000 $50,000 $- West Palm Beach (62% Change) Fort Lauderdale (58% Change) Malli (57% Change) Orlando (60% Change) Tarrpa (40% Change) Jacksonville (35% Change) Source: Florida Association of Realtors Single Family As can be seen in Figure 6 above, the median sales price for a single family home in Palm Beach County was $390,100 in 2005, compared to $348,450 for Boynton Beach. Although the City's 10 Florida Association of Realtors' Sales Report for the Quarter ending December 2005 Boynton Beach CRA Housing Needs Assessment Metropolitan Center 13 median sales price was lower than the County's, it is important to note that Boynton Beach has a large number of age restricted units, which tend to sell below the market price. When the age restricted units are filtered, the median market price for Boynton Beach increases to $350,000. Within the CRA, the median market rate sales price was $222,500, 36 percent less than the market rate median for the City. The median sales price for age restricted units City-wide was $200,000 and $197,000 in the CRA. The lower median sale prices in the CRA may be due to the higher concentration of older homes (See Table 13 for more details). It is important to note that the greatest appreciation of single family homes took place in the CRA, with an increase of 41 percent from 2004. This unusually high level of appreciation, compared to a 24 percent increase at the County and a 27 percent increase in the City, may be attributed to the sale of newly constructed units. These units are selling at a higher price and helping to increase the value of older homes in the CRA. The price difference between new and older housing units can be seen on Table 11 below. CondominiumslTownhomes As with single family homes, condominium/town homes have also experienced a considerable appreciation in values. The median sales price for a condominium/townhome in Palm Beach County increased from $165,000 in 2004 to $215,000 in 2005, an increase of 30 percent. The appreciation was similar in the City of Boynton Beach and the CRA. The only exception was found in market price condominiums/townhomes in the CRA. Age restricted units experienced an increase of approximately 23 to 25 percent. T bl 11 M d' 5 I p' A 'f 2004 t J F b 2006 . . 2004' 2005' Change % Change ~. '" f. '.~ '!!G>~"- - ,~. ~"'''' .,':," 1,',',,".,-", . ~ ',' .'C"','~ "0 ~. "".".';,--W' ~~fl <'I ll} ;} T, )11'1j:~<};~~~ ~~ ~$~;-:;~.~~1i YI:'1'Jj)~~ ~t.~.:{r~\tffl~;'''-;~~~~. ~~,f~r~~~~$J~k~(!14~~ lie .~;;~~\(~~.~; -,,""c_ .._=""...<oc'.... ~ -'-"'-""'-""'-~"""'~ ,~:.. -ca:a:.~).""~JC...."-......,."~rJS.""~'41:.........,..~:JUO""O:::::~_=.. :I....h.~~_:;~~"'"-r_t..._ _:lf~=","_;;.I;; Palm Beach Count *** $315,000 $390,100 $75,100 24% 80 nton Beach 274,000 348 450 74450 27% Market Price 280,000 350,000 70,000 25% A e Restricted 157,000 200,000 43,000 27% Bo nton Beach CRA 156,500 220,000 63 500 41% Market Price 148,500 222,500 74,000 50% A e Restricted 174,500 197,000 22,500 13% Palm Beach Count *** 165,000 215,000 50,000 80 nton Beach 160 000 210000 50 000 Market Price 168,000 225,000 57,000 A e Restricted 110,000 137,750 27,750 Bo nton Beach CRA 133 000 177 000 44 000 Market Price 197,900 218,750 20,850 A e Restricted 130,000 160,000 30,000 Source: RealQuest and Florida Association of Realtors Boynton Beach CRA Housing Needs Assessment Metropolitan Center 14 Table 12: Median Price of New and Used Housing Units: 3rd Quarter 2005 New Units Used UnIts I , e ~ r .:')i("ri~) [\ +1,11~:,/ ':.) J.!,~) ~ -<~.~,~ - -~~-~~ "_ ~ L - - . - - - - . - I _,' " '0. , ,~._-' . -~ .. ' :'j Palm Beach Countv $366,043 $325,783 Boynton Beach 345,555 313,618 CRA* 210,000 225,000 ~ (\"\-'~'\{J 1 :1' \11 ~ j".y;j ~--:-~::-:!~~-.-: ~ - -,~ ;~ ,'--l~";:- ~~,....., ~- [; <. ~~':. :~~';_--:, ~__,_H; - J ,_.~ .','. 1".) 'J},.:.._.."....__ ". . L'e _ . .. _ _, . _ Palm Beach County 224,179 186,791 Bovnton Beach 203,955 183,529 CRA* --- 180,000 Source: Palm Beach County Quarterly Housing Report: Fourth Quarter 2005. Reinhold P. Wolff Research, Inc, 'CRA sales figures includes Age Restricted units Table 13: Age and Size of Units Sold in 2005: City of Boynton Beach Under $100,000 $100,000 to $199.999 $200,000 to $299,999 $300,000 to $399,999 $400 000 to $499 999 $500.000 to $999.999 $1 Million and Over Total 2 163 395 583 288 181 11 1623 o 0 1 1 2 100 48 13 o 159 207 29 1 52 444 82 o 14 181 89 o 5 67 62 001 4 3 330 949 280 o 0 o 0 o 0 4 0 4 0 33 14 5 1 46 15 1 4 4 4 146 157 75 22 29 6 435 1 10 223 370 147 66 1 818 3 10 134 119 86 4 356 ~."""",-c~~",~,:,: :'-'""-="'''Pf: ~":'Ji!"",..;,.,~. r""4-i'" '''1::",: ~,";-"""C,,;;,,"-"'''''.,,'-r,;'.;.'''',,;'=~', 1I"'''''''I';'i'~-B-::;'''t''''I'':''}';;''r''''-::;'_''''",,,;~ ~m" lJ~ 11\-1~ (1 ~1~J:L fi:~~; ~:-' - , ~:Jk;?~~;~~~ \~,~,:/~,.~~,~,,~~a'l~;ti~:r~?5/j!~:~~~ 1 ...~ti ~f0tl:., ~W,,~f;x;~jr .~"~ .;~I1!1 "-'-."" '"'" ..',...." ~ .. .'""'"' -""" - ~.....~:J. =__ ...:.'~;.,,&O__"'-'-"" 'iiiill~\.;'i':"'" )~__.Io ,~,. ~~~~~,..._~ ....,.__~_~.= ..... ~=-r. ,,~~""';U'! Under $100,000 77 46 30 1 - - - - 66 11 $100,000 to $199,999 498 90 381 27 - - - - 202 278 18 $200,000 to $299,999 627 17 348 255 7 - - - 58 365 204 $300,000 to $399 999 136 - 39 94 3 - - - 8 48 80 $400,000 to $499,999 20 - 4 14 2 - - - 3 8 9 $500.000 to $999.999 7 - 3 4 - - - - 1 5 1 $1 Million and Over . - - - - - - - - - - - Total 1365 153 805 395 12 - - - 338 715 312 13 Source: RealQuest and MLS Market Trends Nationwide and in South Florida, there is evidence that the rapid appreciation in both single family homes and condominiums of the last few years has directly contributed to an oversupply of properties for sale creating significant slowdowns in the market. Factors contributing to the slowdown in the housing market include inflationary housing values, rising interest rates, Boynton Beach CRA Housing Needs Assessment Metropolitan Center 15 increases in construction costs and materials and the increasing costs associated with homeownership (taxes, insurance, etc.). These factors are indicative of issues in over-priced housing markets and will require an extended period of time for the market to adjust. Although there are signs that the housing market is slowing down, housing values are still escalating. As of February 2006, the median price of a single family home in Palm Beach County was $395,000, an increase of $5,000 from 2005. CondominiumlTownhomes escalated from $215,000 in 2005 to $235;000 in February 2006. It is premature to determine what impact the slowdown in the market will have on the City of Boynton Beach and the CRA. As such, sales trends in various housing sub-markets will need to be monitored closely over the next 1-2 years. Rental Market Coinciding with the recent surge in home sale prices, has been the dramatic escalation of rent prices throughout South Florida. In the City of Boynton Beach, the average rent for a two bedroom apartment increased from $700 in 2000 to $1,146 per month in 2005. Within the last two months of 2006, rents climbed to $1,250, which represents a 58 percent increase since 2000. Within the CRA, rents have increased from $713 in 2000 to $1275 in 2006, representing a more dramatic increase of 79 percent. Rising rent prices are attributed to the low inventory of market rate multi-family rental housing, record low vacancy rates, and the demand for rental housing by working households who are unable to afford a home purchase. Table 14: Appreciation in Rent Prices: 2000-2006 Source: 2000 Census. RealtoLcom, and Palm Beach County Quarterly Housing Report: Fourth Quarter 2005. Reinhold P. Wolff Research, Inc. Household Composition and Household Income Very Low to Moderate Income Households Federal guidelines define very low, low and moderate-income as households whose incomes are at or below 120 percent of the median household income for the area (the area in this case is the City of Boynton Beach). The following describes the income limits for each category: · Very Low Income: At or below 50 percent of the median for the area · Low-Income: Between 51 and 80 percent of the median for the area · Moderate-Income: Between 81 and 120 percent of the median for the area Table 15 below identifies the number of Very Low, Low, and Moderate income households in the City of Boynton Beach. As can be seen, in 2005 approximately 22 percent of the households in the City and 31 percent of households in the CRA were found to be within the very low-to- moderate income categories. When analyzed by tenure, the table reveals that 28 percent of renter households in the City are very low-to-moderate income, compared to 40 percent in the CRA. Owner households that earn less than 50 percent of the AMI represent 22 percent of the households in the City and 31 percent Boynton Beach CRA Housing Needs Assessment Metropolitan Center 16 in the CRA. These figures indicate that the households in the CRA tend to have lower household incomes than the City as a whole. Table 15: Household Income by Tenure (Adjusted for 2005): Boynton Beach and eRA <50% AMI (Very Low Income) <80% AMI (Low Income) <120% AMI (Moderate Income) <150% AMI 151% + AMI Total Very Low to Moderate Income $23,355 37,367 56,051 70,064 Over 70,064 20% 20% 18% 22% 20% 58% 26% 22% 17% 18% 16% 66% ":,\";.,,^ \Y, ',' . .... .....:.....'''.'C......''...,"'v'''.t.,''.'.:.. ,"" r:,'''.~ ':" _~ .~.r.;.-<;'.cd."'.-l"~"" [. J:\ ~ II I r f l ('" \1 Jill ( ) (1): "/. ".., ~ , '" "1- f' 't,~ -', '. l ~'5(; . I .~'!t :'f'r/~, :~",,,,.... ,!> _ ,;.;.,..,.~ !':-~' .".1 - :: L~ - J ~ '1' -, -, ,~tt'" ,,' ~~) i ~ fi.!;" -~ _ ~" I ,~"-~~_ _'<'-,-'4-<.', ~~.t~""'"\'-:.,;,'",,'-"~';:.. l~"--~...... ~~ ~ ~ t........~,..~,.._~. ,........A- cl",~ -~.l._."...,Jop,.r.J;_~ <50% AMI (Very Low Income) <80% AMI (Low Income) <120% AMI (Moderate Income) <150% AMI 151% + AMI Total Very Low to Moderate Income 23,355 37,367 56,051 70,064 Over 70,064 28% 26% 20% 17% 9% 74% 40% 24% 18% 12% 6% 81% f~fb'~:'f~; I r~1 /~ )~:~,: lJ~j .-<>'~ ~, ,~"'~~~~!~~~/J;,~~.:,~llr~~i:;~~J~~~~}<~~~~~J .<~f"~_ .J~(~~~~T&~:" }~, 2 ~lJ [:~~,~if{l:rji~~J~~ ~ . ~ .~ ~ ,- ~ -- -- ~- .. <50% AMI (Very Low Income) <80% AMI (Low Income) <120% AMI (Moderate Income) <150% AMI 151% + AMI Total Very Low to Moderate Income 23,355 37,367 56,051 70,064 Over 70,064 22% 22% 18% 21% 17% 62% 31% 23% 18% 16% 13% 71% '2005 median income and household income estimates determined using the Bureau of labor Statistics Inflation Calculator: http://www.bls.gov/home.htm "Households Adjusted for 2005. Source: 2000 Census Affordability Gap and Cost Burden Given the disparity between incomes and housing prices discussed above, it is important that a "Housing Affordability Gap Analysis" be performed to determine the extent of workforce housing demand. For the purpose of this study, "workforce" is defined as households that earn 120 percent of the AMI or less, as these are the households most likely to be cost burdened by the existing housing prices. It is important to note, however, that cost burden is also evident at the 150 percent AMI range. The following section provides a Housing Affordability Gap Analysis for the City of Boynton Beach and the CRA. The analysis is also performed by target workforce occupations. "Housing affordability" is defined as housing costs not exceeding the standard of 30 percent of monthly gross income. The computation for the housing affordability was performed using the median sales price for a single family home and condominium/town home in relation to the median household income of the City/CRA or annual occupational wage. Favorable financing terms are applied (Fixed 30 year mortgage at 6 percent interest with a 5 percent down payment) with taxes and insurance included. Debt ratios are not factored into the housing affordability calculations. Boynton Beach CRA Housing Needs Assessment Metropolitan Center 17 Affordability Gap by Owner Households Housing affordability calculations reveal a substantial "affordability gap" for single family homes in the City of Boynton Beach, the CRA and Palm Beach County with affordability gaps ranging from $39,337 to $216,680. Although there may be relatively lower median sales prices in some sub- markets, depressed single family home values within a larger inflationary market should be viewed with caution. Depressed housing values within a geographic sub-market such as the CRA are usually indicative of substandard housing conditions or other neighborhood-related factors. The affordability gaps for condominiums and town houses in th,e City of Boynton Beach, the CRA and Palm Beach County are less than single family homes, ranging from a low of $13,542 (in the City of Boynton Beach for households less 65 years of age) to a high of $41,580 (in Palm Beach County). While overall affordability gaps are not as severe as those found in the single family market, they still pose a challenge to individuals who are trying to purchase a home without being cost burdened. Table 16: Homeownership Affordability Gap by Housing Type Based on the 2005 Median Income for the eity of Boynton Beach and the Boynton Beach eRA Source: RealQuest, MLS and 2000 US Census data 'The median income for 2000 was adjusted for inflation through 2005. Affordability Gap by Renter Households In both the City of Boynton Beach and the CRA there is an affordability gap for rent when all age groups are combined. However, when households over 65 are removed from the analysis, the data indicates that these households do not have an affordability gap based on existing rental prices. If rental prices continue to appreciate at the current rate, it is likely that many of these households will also face affordability gaps in the near future. Table 17: Rental Affordability Gap Based on the 2005 Median Income for the eity of Boynton Beach and the Boynton Beach eRA 2006 Median Median HH Affordable Rental Rent Affordabilrty Area Income Price @ Median Price Gap @ Median 38,580 47,539 46,709 965 1188 1168 1357 1275 1275 1250 1250 Boynton Beach CRA Housing Needs Assessment Metropolitan Center 18 Affordability Gap by Occupations Applying the median single family home price for the City of Boynton Beach ($350,000), a Housing Affordability Gap Analysis was performed for a sampling of occupations that represent the majority of the workforce in Palm Beach County and the City of Boynton Beach, including essential occupations such as teachers, registered nurses and police officers. The housing affordability analysis excludes age restricted sales. As shown in Table 18 below, most of the "target workforce" occupations fall at or below the 120 percent AMI category, compared to the "leading occupations" that are all under 50 percent of the AMI. Table 18: Occupations by Area Median Income: 2005 Tot I <500{ <800, <120% <150% E I a I AMI AMI AMI AMI !lip oyer Occupational Category 2004 !';.i;;;'~,:~~(~;:,i:~i> I ',"i,'}~ (-r~)I'J.-JLfl'~:;;l'" ,;f'VI ~ ",;;'.7:):)'" t' .{I, ,;!,.)r) i )\;~,.:.:k"I'~;f~k~:~-;,ie '~,,,;:l?,j.:.,-b~i.~.t;rt' " [~J';i",,~,jj!i}' L""Jii~~ ~;J;.t.;:.:;,{,_..;..,..""... ""'.........-,,,.,.~ A:~"""._ E-J, ~""~_'db..ld."-4.J.b::...t,......-=",:J_, __~"=>oW~_~....",.1. .,~>>, [...,~,_,,,,,,,,~.....~,.,__fi!:l;_-';'~,",,,"""'i:""'_.....-,,, ~..~E",Y:t-'1k=~~~'...:~ Retail Sales ersons Janitors and Cleaners, Exce t Maids & Housekee ers Waiters and Waitresses Combined Food Preparation and Serving Workers, Including Fast Food Re istered Nurses 21,550 8,810 12,930 x X X X Cooks, Restaurant Combined Food Preparation and Serving Workers, Including Fast Food Waiters and Waitresses Hairdressers, Hairs lists, and Cosmetolo ists Cashiers Retail Sales ersons Construction Laborers Elementa School Teachers, Exce t S ecial Education* Secretaries, Exce t Le aI, Medical, and Executive Automotive Service Technicians and Mechanics Maintenance and Re air Workers, General Seconda School Teachers, Exc. S ecial and Voc. Ed.* Re istered Nurses Police and Sheriff's Patrol Officers La ers General and 0 erations Mana ers Accountants and Auditors 4,100 X 7,170 X 12,930 X 2,500 X 13,160 X 21,550 X 4,060 X 5,590 X 6,910 X 2,560 X 6,750 X 2,670 X 10,840 X 2,630 X 3,900 X 4,960 X 5,180 X Source: Florida Agency for Workforce Innovation, Labor Market Statistics Boynton Beach CRA Housing Needs Assessment Metropolitan Center 19 Using the 30 percent affordability standard, the gap analysis indicates that housing is unaffordable for all of the occupations sampled, except lawyers. Even for general managers, the second highest paying occupation ($86,008), the affordability gap was $5,455. Low wage occupations, such as cashiers and waiters/waitresses, had affordability gaps of over $200,000. This indicates that homeownership is becoming unattainable for most one-wage earner households. Table 19: Affordability Gap by Occupations Annual Total fJledlan Aftorddblc' Affordabillty f IllfJloyccl Incomc HOI11(' Price Gap ,(1 OccupatIOnal Catc~gory 2004 ($) 2005^ ~l Median lJ1cdlan' t ' - n~ l~~(().:l ) ~~/\.~~lf;hrl :.'..[ i '.'J/fJ')>l-1.l1l.~:iJ,",\( 1~J~'-I1L)~.,2;' ~ 1/.,,1; ~~.I/} _ _:.' ~ _ _ , '.' ':~:fl Re istered Nurses 10,840 $55,619 $217,043.79 Retail Sales ersons 21,550 21,154 72,421.54 Janitors and Cleaners, Exce t Maids & Housekee ers 8,810 16,640 53,490.31 Waiters and Waitresses 12,930 13,354 39,686.23 Combined Food Preparation and Serving Workers, Includin Fast Food 72,421.54 76,246.31 55,396.24 39,686.23 62,044.16 La 3,900 107515 434,573.80 General and 0 erations Mana ers 4,960 86,008 344,544.44 Accountants and Auditors 5,180 57,013 222,883.67 Elementa School Teachers, Exce t S ecial Education* 5,590 35,079 130,833.29 Seconda School Teachers, Exc. S ecial and Voc. Ed.* 2,670 42,932 163,821.23 Re istered Nurses 10,840 55,619 217,043.79 Police and Sheriffs Patrol Officers 2,630 48,110 185,515.57 Cooks, Restaurant 4,100 21,819 75,184.65 Combined Food Preparation and Serving Workers, Includin Fast Food 7,170 14,082 42,702.96 Waiters and Waitresses 12,930 13,354 39,686.23 Hairdressers, Hairst lists, and Cosmetolo ists 2,500 20,821 71,009.97 Cashiers 13,160 17,098 55,396.24 Retail Sales ersons 21,550 21,154 72,421.54 Secretaries, Exce t Le ai, Medical, and Executive 6,910 26,582 95,177.54 Construction Laborers 4,060 22,090 76,355.50 Automotive Service Technicians and Mechanics 2,560 32,094 118,343.49 Maintenance and Re air Workers, General 6,750 30,451 111,455.85 Source: Metropolitan Center of Florida International University **Based on Median Sales price of a single family home at $350,000 Boynton Beach CRA Housing Needs Assessment Metropolitan Center 20 Affordability Gap by Households Since the occupational affordability gap analysis only reflects individual earnings, the following analysis takes into account household income. This provides a fuller assessment of households that may have more than one wage earner. As can be seen in Table 20, housing affordability does not improve when household incomes are taken into account. Even households that earn up to 150 percent of the AMI cannot afford the median priced family home without being cost burdened. Among renter households, the most affected are those with incomes under 80 percent of the AMI. These households comprise 40 percent of the renter households in the CRA. Table 20: Affordability Gap by AMI Based on Median Income of $46,709: 2005* Boynton Affordabillty B(,~lCh eRA Aftordilblc Gap' Incof1lP Households Households Price '--', ' , , - .', I I' , , " f' [ 'I ' " ' '. - ~.a h"~t::j~J); ::.~,(~~)-,!~<j~,.).:~ I..::~.~f~hi"v.. ~ ~ 1~' : ~ 1_,,-_... _'2Dl~:~~~t ,"'~.::>::- J.;~J L ~J)~Jf_f:",},;t~ l.( ,~.:_,,;-<'t;~ <50% AMI (Very Low Income) <80% AMI (Low Income) <120% AMI (Moderate Income) <150% AMI Source: 2000 U.S. Census adjusted to inflation and development *Affordability gap was calculated based on a median sales price of $348,450 for a single family home and a median rent of $1 ,250 for a two bedroom apartment in the City of Boynton Beach. **Affordability gap for the Boynton Beach CRA was calculated based on a median sales price of $220,000 for a single family home. Cost Burden Table 21 below shows the distribution of cost burden by household income. The table reveals that 34 percent of the households in the CRA are cost burdened, compared to 30 percent in the City of Boynton Beach as a whole. Renters appear to be the most cost burdened, with 44 percent of the renter households paying more than 30 percent of their income toward housing. Table 21: Households with a eost Burden of 30 Percent or More b Total Households with a 30%+ Cost Burden % Cost Burden Source: 2000 U.S. Census adjusted to inflation *The above figures do not include households with no cash rent or without a mortgage. Boynton Beach CRA Housing Needs Assessment Metropolitan Center 21 IV. HOUSING SUPPLY AND DEMAND IMPACT ASSESSMENT ~ , ',' .~~L.L~.:?~ "'~ ~!~, i't,.",..i" ~~: ~:" _~:T _~~ -,~_ -:.-.. tk '~""'~".!~, ~. ~ "''t ,.~.".; _;:; "'; U' ~'".. d ,:~ _=.... .~ ) .'.~ ~:i~ i~" Assessment of the Balance between Existing and Future Housing Supply and Demand Rapidly escalating single family home values and rents have created a severe imbalance between existing housing supply and demand. In terms of the rental housing' supply, condominium conversions and lack of production have exacerbated the growing imbalance, resulting in record low vacancy rates and soaring rents. The Housing Needs Assessment indicates that 25 percent or 5,215 existing owner-occupied households in Boynton Beach are cost burdened. There is a significantly higher 44 percent or 3,333 existing renter-occupied households that are cost burdened. The percentage of cost burdened owner-occupied households in the CRA (29 percent) is higher than the City as a whole. The CRA also has 44 percent of its existing renter-occupied households cost burdened. As previously discussed, housing demand is largely driven by economic growth (new employment) and subsequent population growth. In most metropolitan markets, the ratio between new employment and housing demand is typically within the 1.2-1.5:1 range. Historically, Palm Beach County's ratio of job growth to housing demand has been less than one. This low ratio can be attributed to the high level of service sector employment that is absorbed by existing households. The methodology for projecting future housing demand calculates Palm Beach County's population projections to 2025 for the City of Boynton Beach then disaggregates the total according to working age groups. County data indicates that the City will grow to 92,059 residents by the Year 2025. These population projections include an increase of 12,273 persons within the workforce age group (ages 20-64), including 3,377 persons within the younger 20-34 age group. A younger workforce is expected to create the demand for additional rental housing, since homeownership is unattainable for most workers. Based on this analysis of projected population and employment growth through Year 2025, there will be an additional demand for approximately 4,173 new workforce housing units (80-120 percent of the AMI) and 6,627 affordable rental housing units for new households earning less than 80 percent of the AMI. Within the City of Boynton Beach CRA, the population is expected to increase to 16,450 residents by the Year 2025. The CRA is projected to absorb 8,530 or 70 percent of the City's projected new workforce age population. This will create the demand for approximately 2,900 workforce housing units (80-120 percent of the AMI) and 4,606 affordable rental housing units for households eaming less than 80 percent of the AMI. Table 22: Future Housing Demand: 2025 Source: Metropolitan Center As previously noted in the Housing Supply Analysis section, there are currently 7,676 units in the development pipeline, 52 percent of which are in the CRA. Of the units for which price information was available, 2,575 are affordable for households that are between 120 and150 percent of the AMI. None of the projects are affordable for households earning below 80 percent Boynton Beach CRA Housing Needs Assessment Metropolitan Center 22 of the AMI. Table 23 below provides a further project description of the development pipeline for Boynton Beach and the CRA. Given the escalating values of new single family and condominium units in the City and the CRA, the current and future demand for both targeted workforce populations and larger labor force will not be addressed. Table 23: New Residential Projects Recently Approved or Under eonstruction Boynton Lofts Mixed Use 48 $265-$550K Jul-07 Yes W/Condos Mixed Use T otal1 ,120 W/Residential; Boynton Village Townhomes 458 townhm Yes And Condos 648 condos Heritage Club Mixed Use wIt Total 166 Townhomes $300k-$400k; Townhomes Condos and 96 condos Aug-07; Yes (Gulfstream Mall) T ownhomes 70 townhms Condos high $200k to $400k condos Apr-08 Mixed Use wIt 318 condos; The Promenade Residential 68 condo- winter 2007 Yes (Condos) hotel units Mixed Use Uptown Lofts @ Wrrownhomes Apartment and Rents $1,300-$3,000 Apr-08 Yes Boynton Place Lofts (All Rental Gulfstream Gardens Ocean Breeze West Seaview Park Club Bo nton Dixie Montere Venetian Villas Waterside Carria e Pointe Largo Pointe Parkside The Canterbu Townhomes Townhomes Townhomes Townhomes Townhomes Townhomes Townhomes Townhomes Townhomes T ownhomes T ownhomes Townhomes Townhomes Townhomes Townhomes Boynton Beach CRA Housing Needs Assessment Metropolitan Center 180 48 64 30 198 37 64 82 300 50 115 172 20 271 155 $300k and up Jul-08 Yes Yes Yes Yes Yes Yes Yes No No No No from mid $300k to $900k $500k + Hi h $100s $200-$350s $500s-$1.5 million mid $200s $200,000-$280,000 $177,000 to $230,000 $170,000 to $290,000 Summer 2006 Jun-07 Jun-06 Feb-06 Jun-07 Feb-06 COMPLETED COMPLETED first Otr 2006 23 PrOject Name PrOject 1 ype NurnlJ('r of Price I ProJcctpeJ eRA U flI ts Rent RangE Build out Datc L'JLC~L;_~~J.j11'a..::.:- '6:,:,,":__ -'_:~~::-~ t~ ,,;_.;; -' L~ ~.' L~... ' < [ '-~-,~'", , ,~ ~~ , - - . , Townhomes Total 174 $300,000- $400,000 High Ridge Single Family 48SF townhomes $400,000- Jan-09 No 126 townhm $600,000 SF family homes Townhomesl Total 70 Peninsula at BB Condos 40 condos Avr. $600k Oct-07 Yes 30 townhms The Residences at T ownhomes 338 condos, $130,000 - $200,000 condos Jun-06 Yes Marina Villaae Condos 12 townhm $400,000 townhomes The Arches Townhomes 378 $200k-$700k fall 07 Yes Condos Townhomes Total: 1,691 Renaissance Condos 607 condos $180,000-$280,000 condos, By phase; last No Commons Apartments 310 townhm $250,000-$350,000 townh m Dee 07 364 apts Source: Palm Beach County Quarterly HOUSIng Report: Fourth Quarter 2005. Reinhold P. Wolff Research, Inc Housing Affordability Gap Analysis The housing affordability calculations in the Housing Demand Analysis section indicate substantial affordability gaps for single family homes in the City of Boynton Beach and the CRA with affordability gaps ranging from $74,458 to $216,680. Affordability gaps were not evident in CRA households less than 65 years of age due to a combination of relatively lower median sales prices and relatively higher median incomes. However, depressed single family home values within a larger inflationary market are usually an indicator of substandard housing conditions or other neighborhood-related factors. The housing affordability calculations also indicate that condominiums and town houses in the City of Boynton Beach, the CRA and Palm Beach County are generally more affordable than single family homes. However, while overall affordability gaps are not as severe as those found in the single family market, they still pose a challenge to the majority of the workforces who are trying to purchase a home without being cost burdened. This situation is further exacerbated by rising insurance rates and condominium fees. Housing affordability calculations for targeted and essential workforce populations also show substantial affordability gaps. Registered nurses, at the upper end of the wage scale, are able to afford a home purchase of approximately $217,000, which leaves an affordability gap of approximately $133,000 based on the current median sale price of a single family home in the City of Boynton Beach. At the lower end of the wage scale, elementary school teachers are able to afford a home purchase of approximately $131,000, leaving an affordability gap of nearly $219,000 based on the median price of a single family home. Affordability gaps for condominiums within the City are substantially less than for single family homes. However, the $222,500 median price of a condominium is still out of reach for most workforce populations. Of particular concern is the fact that condominiums appreciated by 31 percent from 2004-2005. Should double-digit appreciation continue, condominium ownership will soon become less of an option for much of the workforce. Existing single family home and condominium prices within the CRA are less than the city as a whole. The existing single family median value of $225,000 is substantially less than the City. However, age and condition of the properties may contribute to these depressed real estate values. The $218,750 median sale price of condominiums within the CRA are comparable to the City and reflect the increasing values of new multifamily projects of the past few years. Boynton Beach CRA Housing Needs Assessment Metropolitan Center 24 Affordability Calculations and Targeted Populations Based on Existing and Future Demand Based on the housing demand and supply assessment, the City of Boynton Beach and CRA should target both the essential workforce populations identified above and those "leading occupations" that are projected to increase between 2004-2012, according to the Florida Agency for Workforce Innovation (AWl). Given the population and employment projections for the City and the CRA, it is important to identify the number of housing units currently in the City's development pipeline that fall within the estimated housing need. Table 24 below provides an illustration of the units that are currently planned or under construction and their affordability based on the housing needs assessment. Although price information was not available for all projects, the table provides an estimate of the housing units to be produced under each price category and the level of affordability. Table 24: Affordability of Units in Pipeline Based on the 2005 Median Income of $46,709 (Units in pipeline include units that are approved or under Construction, 2006-2008) Type of Number of Affordability at AMI Units Price Range Planned Units <50 <80 <120 <150 151+ Single Less than 230,000 0 - - - - - Family $230,000 to $290,000 195 X $300,000 to $600,000 406 X Townhomes Less than 169,000 0 - - - - - $170,000 to 299,000 966 X X X 300,000 to 399,000 260 X 400,000 or Greater 239 X eondos Less than 129,000 0 - - - - - 130,000 to 199,000 338 X X X 200,000 to 399,000 703 X X 400,000 or Greater 40 X Apartments $1,250-$1,500 183 X X X (Rent) $1,475-$1,625 385 X X Source: City of Boynton Beach *Number of Planned units only accounts for projects which had a price range that could be tabulated. It is clear that the development pipeline for the City of Boynton Beach and the CRA will not address the demand for workforce housing nor the larger affordable housing needs of its population earning less than 80 percent of the AMI. As previously noted, to address its total workforce housing demand the City will need to produce approximately 4,173 housing units by the Year 2025, of which, 2,900 units will need to be apportioned to the CRA. As previously established, the price points for workforce housing in the City and the CRA will need to be affordable for household earning between 80-120 percent of the area median income (AMI). As such, a range of affordable units would begin at approximately $130,000 (elementary school teachers) and include various price points up to $217,000 (registered nurses), which will then capture other targeted workforce groups, including secondary school teachers, police and sheriff patrol offices and firefighters. Boynton Beach CRA Housing Needs Assessment MetropOlitan Center 25 In order to address the housing demand of occupations that earn less than 80 percent of the area median income (AMI), the City of Boynton Beach and the CRA will need to apportion a significant amount of new housing units as affordable rentals. Based on the population and employment projections above, there is a need to produce approximately 6,627 new affordable renter units in the City with approximately 4,606 of these units apportioned to the CRA. Affordable rent prices would range from approximately $600-$900 per month. In total, the City of Boynton Beach will need to produce approximately 10,800 units that are affordable for households at or below 120 percent of the AMI by the Year 2025. Approximately 7,506 of these units will need to be apportioned to the CRA. Boynton Beach CRA Housing Needs Assessment Metropolitan Center 26 V. DEVELOPMENT FEASIBILITY ANALYSIS tOO '~"l;,~"~::...I '...' <.-":~:"J j_'n.~r.,~~t ~.i, .1 ".t~'~ :-:: :.~.~. "~_d."~ + ;; :~. ~~" ~ .. '~. ~"_ l. -:; , ",: L ~.~ ':." ~~ ~:;f"' The feasibility of developing affordable housing in a community is dependent on a number of factors, including the price of land, the costs of construction, labor and materials and available financing. In a highly inflationary housing market where housing values have far exceeded the affordability levels of the majority local households the rising cost of land becomes the single greatest obstacle to affordable housing development. Local governments can playa key role in the production of affordable housing by creating zoning incentives, providing various economic stimuli and expediting the local approval process. However, during times when the housing market is in flux with significant property appreciation and speculation resulting in a severe imbalance in supply and demand conditions, local governments and the real estate development community will need to explore the full array of options to produce an adequate supply of new affordable housing units. In calculating the demand for affordable housing and a reasonable percentage of affordable housing units for each individual project, a baseline should be determined by the number and percentage of households within a jurisdiction, whether it be a municipality or sub-area such as a Community Redevelopment Area (CRA), that fall within each income category targeted for workforce housing development. Based on the Boynton Beach CRA Housing Needs Assessment, the income categories for households and workers are captured within the 80-150 percent of area median income (AMI) groupings. The workforce housing assessment of the Boynton Beach CRA indicates that 40 percent of households fall within the 80 percent AMI income category,' followed by 31 percent of households in the 120 percent AMI category and 29 percent households in the 150 percent AMI category. Therefore, to meet the affordable housing need of households within the Boynton Beach CRA, . the same fixed percentage of units in each housing development would need to be allocated based on the affordable price levels of these income groups. The following development scenarios depict the feasibility of producing new affordable housing units in the Boynton Beach CRA based on the prevailing price of land and costs of construction. Scenario # 1 is a 6-story condominium mid-rise consisting of 400 units. Scenario # 2 is a mixed- use development with 300 townhouse units. In each scenario, three (3) development alternatives are depicted. In the first "market rate" option, the development pro forma shows the actual hard and soft costs of the project along with the net profit and return on investment based on project sellout. The second option "mixed-income maximum affordability" shows the feasibility of developing the project using the maximum allocation of affordable housing units based on the income categories and price points of affordability for those households. Lastly, option three depicts the same project but with a twenty (20) percent allocation of affordable units based on the same percentages of income categories and price points. The twenty percent allocation has been viewed as the standard for affordable housing allocation per development project. Boynton Beach CRA Housing Needs Assessment Metropolitan Center 27 o o ~ J!l o '2 o :l N 0 ;;; co Gi Gi U :E ei: .; ~ II 0 := ,~~ ~ o..~ ::r B~ 0.. 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APPENDIX ;Or. i~",,,_~,~"!;. ~~... :r~,,,,-.~ ,;,,-,, ~~;:-~+::.- d ""~~'';'" ~~..~ ..'" r."'" _~.,~t .~; "';' ~:~_ ~''- ''':;'':~ ~ ,~ ~.;.~-...... :.~.~~ Table 25: eensus Geographic Areas that Represent the Boynton Beach eRA Tract Block Group Block Census Geo Area Area 57.01 4 4002 Block NW 57.01 4 4003 Block NW 57.01 4 4006 Block NW 57.02 2 2000 Block NW 57.02 2 2020 Block NW 57.02 2 2021 Block NW 57.02 2 2022 Block NW 57.02 ' 2 2023 Block NW 57.02 2 2024 Block NW 57.02 2 2025 Block NW 57.02 2 2026 Block NW 57.02 2 2027 Block NW 60.02 1 1000 Block SE 60.02 2 2000 Block SE 60.02 2 2001 Block SE 60.02 2 2002 Block SE 60.02 2 2003 Block SE 60.02 2 2004 Block SE 60.03 1 1000 Block SE 57.02 1 ALL Block Group NE 61.00 1 ALL Block Group Heart of Boynton 61.00 2 ALL Block Group Heart of Boynton 61.00 3 ALL Block Group Heart of Boynton 61.00 4 ALL Block Group Heart of Boynton 62.02 1 ALL Block Group SE 62.03 1 ALL Block Group SE 63 1 ALL Block Group SE Boynton Beach CRA Housing Needs Assessment Metropolitan Center 30 T bl 26 R . d f I P . t . A I P . . Project Name Project Type Numlwr of Units eRA Golfstream Gardens II T own homes 108 Yes Hemmin9way Square Townhomes 22 Yes Miller Rd Townhomes 121 Yes Oceanside Townhomes 45 Yes Riviera Townhomes 8 Yes Tuscan Villas Townhomes 25 Yes Yachtman's Cove Townhomes 61 Yes Lawrence Road Zero-lots 90 Table 27: Projections of Housing Inventory in Boynton Beach Based on Housing Permits: 2005-2008 2005 2006 2007 2008' Single Family 13,690 14,021 14,021 14,038 Townhome 3,651 5,247 5,627 7,132 Condominium* 10,127 10,505 12,334 13,148 Cooperative 303 303 303 303 Apartments 5,467 6,005 6,369 6,773 Mobile Homes 702 702 702 702 Total 33,940 36,783 39,356 41,616 *Includes 70 Lofts *"ncludes 480 town home units that are pending permit approval Source: Palm Beach County Appraiser's Office, RealQuest, Permit Data and Fire Department Assessment Data from the City of Boynton Beach Table 28: Projections of Housing Inventory in eRA Based on Housing Permits: 2005-2008 2005 2006 2007 2008 SinQle Familv 1,708 1,708 1,708 1,708 Townhouse/Attached 2-4 929 1,525 1,595 2,530 Condominium/Cooo/Multi-Familv 3,827 4,205 5,017 6,235 Mobile Home Park 125 125 125 125 Total 6,588 7,562 8,444 10,597 "Includes 390 townhome units that are pending permit approval Source: Palm Beach County Appraiser's Office, RealQuest, Permit Data and Fire Department Assessment Data from the City of Boynton Beach Boynton Beach CRA Housing Needs Assessment Metropolitan Center 31 Table 29: Age Distribution Age 2005 2010 2015 2020 2025 0-4 3,823 4,077 4,383 4,642 4,819 5-9 3,605 4,047 4,291 4,599 4,849 10-14 3,558 3,695 3,827 3,988 4,221 15-19 3,348 3,524 3,649 3,958 4,147 20-24 3,614 4,092 4,364 4,413 4,476 25-29 3,803 4,292 4,702 4,865 4,915 30-34 3,924 4,154 4,717 5.036 5;327 35-39 4,512 4,497 4,299 4,557 4,864 40-44 4,991 4,851 4,572 4,740 5,214 45-49 4,746 5,381 5,224 5,208 4,930 50-54 4,011 5,269 5,915 5,673 5,378 55-59 3,844 4,804 6,085 6,706 6,490 60-64 3,275 4,277 5,373 6,721 7,399 65-69 3,213 3,995 5,350 6,450 7,909 70-74 3,160 3,379 4,218 5,369 6,647 75 or over 8,955 8,441 8,224 8,802 10,474 Total 66,382 72,775 79,193 85,727 92,059 Source: Metropolitan Center, Florida International University Boynton Beach CRA Housing Needs Assessment Metropolitan Center 32 CRA, Properties, Census Block Groups Age 65 and up in CRA by Census Block Groups Median Income Over 65 by Census Block Groups Legend ~ Major Roeds -*_11 Legend = Major Roads - streets Persons Age_55_up c=J 85 c:J 86 - 126 _127-149 _ 150-163 _ 164-599 _ 600-825 eRA 2000 Median Income Adj. for Inflation/Age Over 65 0,9,803 G:J 25,5'" .21,4'" _29,Q18 _ 30,280 _ 32,888 _53,581 _ 64,594 IEICRA Median Income Under Age 65 by Census Block Groups Overall Median Income by Census Block Groups N A 1 :68,000 Legend ~ Major Roads -slreets 2000 Median Income Adj. for Inflation/Age Under 65 EJ 21,885 G",,35' ~ '0,08' _ 45,458 _ 50,835 _ 63,355 _",208 _",251 CCRA Legend ~ Major Roads -streets 2000 Median Income Adjusted for InflaUon EJ 30,261 EJ 30,600 _ 35,871 _ '6,833 _ 31,828 _ 38,302 _ 48,'58 _ 64,110 "CRA - .. -- -- eRA LandUse "Special High Density Residential" /' "High Density Residential" "Medium Density Residential" "Moderate Denstty Residential" "Low Density Resldenliar "Industrial" "Public & Private GovemmentaVlnstitutional" -------- AGENDA Joint Workshop Workforce Housio,gProgram Boynton Bea:eh Library January 30,2007 6:30 1. Introductions 2. Opening Remarks - Wilfred Hawkins, Assistant City Manager 3. What is the Issue? - Vivian Brooks, eRA Planning Director 4. Review of Proposed Workforce Housing Program Ordinance 5. Discussion 6. Adjournment The City of Boynton Beach OFFICE OF THE CITY MANAGER 100 E Boynton Beach Boulevard P.O. Box 310 Boynton Beach, Florida 33425-0310 City Manager's Office: (561) 742-6010 FAX: (561) 742-6011 e-mail: hawkinsw@ci.boynton-beach.fI.us www.boynton-beach.org Workforce Housing Workshop January 30, 2007 Executive Summary Prepared by Wilfred Hawkins Assistant City Manager Based on a housing study conducted in 2000, commissioned by the Palm Beach County Board of County Commissioners, and updated in 2003, Palm Beach County officials implemented requirements on developers to set aside 16.5 per cent of new homes to be priced between $164,000 and $304,000. The county commissions also set up a Community Land Trust and are working on other incentives including mitigation or linkage fees on big-box stores or large mansions to help fund workforce housing. 2006 home prices were $390,000 in Palm Beach County; the average home prices have dropped slightly but are likely to end up around $370,000. A similar scenario is taking place in a county north of us; long considered the affordable housing capital of the Treasure Coast, Port St. Lucie has seen its home prices skyrocket in recent years. The cost escalation in the housing market there is putting home ownership out of reach for very low, low, and even moderate wage earners. According to an article in the Scripps Treasure Coast Newspapers, the median home price in the City of Port St. Lucie is $255, 738, as of December 2006. However, a home mortgage at that price is unaffordable for workers such as elementary school teachers making an average $44,000 annual salary, a retail salesperson or even a civil engineer making $58,000 a year. The news media has done a very good job of demonstrating to the public that the American dream of home ownership is swiftly turning into a nightmare for the majority of people. South Florida is at the top of the list and Boynton Beach is faced with this critical situation also. According to Palm Beach County housing statistics the median housing price for a single family home in Boynton Beach is $270,000 in 2006; moreover, 50% of the current Boynton Beach residents earn below $26,000. And in south Florida, essential workers earn below 120 per cent of median household income. 2 City of Boynton Beach Housing Costs Housing Affordability is defined as housing costs not exceeding the standard 30 per cent of monthly gross income. The current median household income in Boynton Beach is $45,000, the affordable home price for that median income is $138,500; the median sale price for a single family home in Boynton Beach is $270,000; therefore, the affordability gap at that median income is ($131,500). This illustrates the need for the City and the CRA to continue to develop mechanisms to address the problem of affordable home ownership. There is a critical need for affordable/workforce housing in the City of Boynton Beach. The majority of the jobs in Boynton Beach pay below the median household income, the availability of developable land for homes in the City is scarce, and the federal funds to assist with home ownership have been drastically reduced. Condition of the Housing Stock in the City of Boynton Beach The housing stock particularly in the north-east and south-east sections of the city is aging and in some state of transition. According to the CRA commissioned Metropolitan Center Housing Study 50 per cent of the city's housing stock is over 25 years old and within the CRA 98 per cent of the housing stock is over 25 years old. Replacement of older housing stock must be a priority goal along with increasing the availability of affordable rental units in the city. Another critical fact that must be considered is the availability ofland in the city. Based on 2005 data there are only 154 acres of vacant residential land left in the city, this clearly places the city in "re- development mode". Accomplishing these important goals will require a successful re-development strategy with the proposed Affordable/W orkforce Housing Program/Ordinance as the framework for that strategy. Insuring a supply of Affordable/Workforce Housing in the City of Boynton Beach will strengthen the local economy, reduce traffic congestion, and help retain and recruit essential workers, and will assist with the retention and attraction of new businesses. According to the Metropolitan Center Study the future housing demand both workforce and rental in 2025 totals 10,800 dwelling units, 7,506 will be within the CRA area. The potential number of units in the Boynton Beach development pipeline is a concern. Of the units for which price information was' available, 2,575 are affordable for households that are between 120 and 150 per cent of the average median income. None of the projects are affordable for households earning below 80 per cent of the area median income (AMI). Given the escalating values of new single family and condominium units in the City and the CRA, the current and future demand for both targeted workforce populations and larger labor force may not be addressed. "ill/ERICA '~.., GA Tk'H".11' TO TIIJ( Ol'LPSTNk'.:UI 3 Features of the Proposed Workforce Housing Program/Ordinance The Proposed workforce housing program/ordinance is consistent with the City of Boynton Beach Comprehensive Plan, it is voluntary for developers, it is consistent with Palm Beach County's workforce housing ordinance, the program disperses workforce units throughout the City, it meets Transportation Concurrency Exception Area (TCEA) requirements, and this program was triggered by request for increased density and land use by developers. In conclusion, both the City and CRA staff have been working on this proposal for over six months. Staff conducted national and local research in order to develop the document. Staff wrote the document to best fit the needs of the City and provided consideration to the real estate market, developer concerns, and legal realities. The following staff committee worked together on the document: Vivian Brooks, CRA Planning Director Hanna Matras, City Economist/Planner Mike Rumpf, City Planning and Zoning Director Eric Johnson, City Planner Gabriel Wuebben, City Planner Octavia Sherrod, City Community Improvement Manager Quintus Greene, City Development Department Director Wilfred Hawkins, Assistant City Manager Ajl/ENJ('A 'S' OA'T'}{n'.-11' TO TIlE Ol7-,PSTNb"'.411I ~ !( I oj z ~~ ~a0~ Boynton Beach City Manager's Office Memorandum TO: Honorable Mayor & City Commission FROM: Kurt Bressner City Manager DATE: January 29,2007 SUBJECT: Workforce Housing Presentation Attached please find an advance copy of a power point presentation that will be presented at the joint City/CRA Workforce Housing Meeting on Tuesday, January 30th at 6:30 in the Library Program Room. Jc Attachment C: Wilfred Hawkins, Ass't City Manager Quintus Greene, Dir of Development The City of Boynton Beach Workforce Housing Ordinance Majority of Boynton Jobs Pay Below 80% of MHI Table 5: Palm Beach County: Top Five Occupations by Employment and Wages, 2005 21 550 $21 154 7.23 15.2 13,510 22,069 7.01 13.2 13 160 17 098 6.55 9.5 12 930 13 354 6.15 7.3 11 670 18 678 7.18 11.4 th FI ",~ n B Ho ial Workers Median me Since 2000, Rents in Boynton . Have Increased By 79%: $700 to $1 ,250 (2bedr/2bath) . ~_""* I ., .~~~. . .,liJii' Vacant Residential Land is Scarce Table 4: Vacant Parcels in Boynton Beach as of 2005: Parcels Total Acres Under 2 Acres 346 72 2 Acres or More 5 82 Total 351 154 Source: City of Boynton Beach Wages Have Not Kept Pace With Housing Prices Sample "Essential" Occupations Total Jobs* Mean' Median Entry Exp. Elementary School Teachers 5,590 $ 38,143 $ 35,079 $ 31,619 $ 41,405 Secondary School Teachers 2,670 $ 43,900 $ 42,900 $ 32,651 $ 49,524 Registered Nurses 10,840 $ 57,013 $ 55,619 $ 43,742 $ 63,669 Police Officers 2,630 $ 48,838 $ 48,110 $ 35,152 $ 55,682 *Palm Beach Coun~ *Source Bureau of Labor Statistics Median Housing Prices for Boynton Beach Single Family Home $ 270,000 Condo/Town Home $ 216,000 * *Fourth Quarter 2006 * ilk"""" ~~_'M_""'~ ~'-- ~, ~ ~-1 ~ ...~Iit l>..~r.-llIJtl:!1 .. -.... . '. ':. , ,,s. ~ > ",.,! "i 4. Affordability Gap SINGLE FAMILY HOME CONDorrOWNHOUSE MEDIAN AFFORDABLE MEDIAN AFFORDABILlTY MEDIAN AFFORDABILlTY HOUSEHOLD HOME PRICE SALES GAP SALES GAP INCOME @MEDIAN INCOME PRICE @MEDIAN INCOME PRICE @MEDIAN INCOME $45,000 $138,500 $270,000 ($131,500) $216,000 ($77,500) Notes: * Sales data: fourth quarter 2006 * Median household income 2005 Clartas, Inc, CIP-adjusted to 2006 * Loan parameters: Interest rate 6%, downpayment 5%, taxes/insurance/HOA fees 4.5% Affordability Gap for Renters 38 500 47.53tl 46.700 965 1188 1168 1357 1275 1275 1250 1250 Growth Drives Housing Demand Table 22: Future Housing Demand: 2025 Area Workforce Housing Rental Housi ng Total Housing (80-1200/0 AMI) (<80% AMI) Need City of Boynton Beach Bo ton Beach eRA 4, 173 2900 61627 4606 10,800 7506 Source: Metropolitan Center An Adequate Supply of Workforce Housing Will: · Strengthen the City's Economy · Reduce Traffic Congestion · Retain Our Essential Workers · Attract and Retain Businesses Boynton Beach Needs Workforce Housing, Because... · Majority of Jobs Pay Below MHI · Developable Residential Land is Scarce · Federal Funds Have Been Drastically Reduced The Workforce Housing Program Is: · Consistent with Palm Beach County's Program · Meets TCEA Requirements · Consistent With Comprehensive Plan · Voluntary · Disperses Workforce Units Throughout City · Triggered by Request for Increased Density Land Use Percent of Workforce Units Required · Special High Density Residential (20 du/ac) - 20% of Total Units · Mixed-Use (20-40 du/ac) - 15% of Total Units · Mixed-Use Core (80 d u/ac) - 1 0% of Total Units How do Developers Benefit? Example of Special High Density Residential 3.5 Acre Parcel Base Density (10.8) Density at SHDR (20 du/ac) 200/0 Workforce Units Net Gain of Market Units 37 units 70 units 14 units 19 units How do Developers Benefit? Example of Mixed-Use 3.5 Acre Parcel Base Density (10.8) Density at MUL 3 (40 du/ac) 15% Workforce Units Net Gain of Market Units 37 units 140 units 21 units 82 units How do Developers Benefit? Ex.ample of Mixed-Use Core 3.5 Acre Parcel Base Density (10.8) Density at MUC (80 du/ac) 10% Workforce Units Net Gain of Market Units 37 units 280 units 28 units 215 units Workforce Housing Program Features · Workforce Units Shall Have the Same 0/0 of unit types · Similar Exterior Appearance · Units to Be Built on Site · Luxury Developments ($500,000+) May Elect Off-Site Options · 25% of Total Units - Low Income · 75% of Total Units - Moderate Income Program Income Levels · MHI for Housing Programs - $64,400* · Low Income - > 50% - < 80% of MHI ($32,522 - $51 ,519) · Moderate - > 80% - < 120% of MHI ($51,520 - $77,280) Off-Site Options · Donate Land · Fee in Lieu · Purchase Units Elsewhere · Construct Units Off-site PAYMENT IN LIEU FOR CREATING REQUIRED WORKFORCE HOUSING UNITS (per unit required) One Bedroom $80,000 Two Bedroom $100,000 Three+ Bedroom $120,000 Purchase Example $240,000 $ 72,128 Annual Household Incom $ 9,600 $ 6,011 monthly income* $ 300 $ 2 104 35% allowed for housing HOA Monthl Fee ' expenses $ 1 004 income available for , mort age pa ent after $167,414 Maximum Mortgage $ 72,586 Fundin Ga $ 12,000 downpa ent 5% $ 60,586 Subsi Needed $ 30,293 City or Count $ 30,293 CRA !*Assumption: household has no debt. I Purchase Price Real Estate taxes and insurance 4% Annual interest rate Monthl interest rate Loan term in months 6% 0.50% 360 I Shared Equity Resale Formula [;. 20/80% Split i~ale after 5 years {2.5~ CP~l:! $__~?1 ,538 iAppreciation ! $ 31,538 r ---;------- I Borrower's Equity $ $ $ , ! r----- . . -------<-...-.--..-.--------------- , I Pri ncipal Down payment SUBTOTAL 11 , 130 12,000 23,130 I - --------- Appreciation Share Borrower $ 6,308 ! I I Borrower's equity: r--- ____ ! I I I City ! $ 23,130J_Subsidy 'CRA i Subsidy TOTAL DUE $ 29,438 CITY/CRA I I I ! TOTAL DUE BORROWER L $ 97,130 I I I I City/CRA I $ 25,230 i $ 35,950 . , $ 35,950 !