memorandum

to:                  Roger L. Stancil, Town Manager

from:            J.B. Culpepper, Planning Director
                        Rae Buckley, Housing and Neighborhood Services Senior Planner

subject:      Response to Petition from Orange Community Housing and Land Trust Board of Directors to Commission an Affordable Housing Market Study

date:            September 22, 2008

PURPOSE

The purpose of this report is to respond to a petition from the Orange Community Housing and Land Trust Board of Directors requesting that an affordable housing market study be commissioned. Included in this report are two options for pursuing the development of an affordable housing market study.

We recommend that the Council adopt the attached resolution to authorize the staff to develop and release a Request for Proposals for a study of the affordability and demand for condominium units that would analyze both the common expense assessments for condominium units as well as the demand for affordable 1- and 2 bedroom condominium units over the next ten years.

BACKGROUND

On April 21, 2008, the Treasurer of the Orange Community Housing and Land Trust (Land Trust) Board of Directors petitioned that a market study be commissioned to determine the Town’s affordable housing needs over the next ten years.  Specifically, the Land Trust expressed concerns to the Council regarding the large number of one- and two-bedrooms condominiums that will be built over the next several years as a result of the Council’s affordable housing policies.  The Land Trust is unsure of the marketability of the units, and whether households that might be interested would financially qualify for the units.

On June 9, 2008, we provided a response to the Council that proposed the preparation of a follow-up report regarding the options and costs associated with the development of an affordable housing market study for the community over the next ten years. 

Cost ANd scope

In Attachment 1, we present sample information about affordable housing market studies in and outside of our region including cost and scope of information.  We note that the majority of the affordable housing market studies we have found were developed in conjunction with, or as a part of the U.S. Department of Housing and Urban Development (HUD) consolidated plan process. 

A consolidated plan is the first step in applying for and receiving federal money for housing and community development programs.  The Town of Chapel Hill is a member of the Orange County Consortium along with Orange County and the Towns of Hillsborough and Carrboro.  The Orange County Consortium must submit a consolidated plan every five years to illustrate to HUD not only the housing and community development needs in Orange County, but also a coordinated plan to meet those needs.  A “Housing Market Analysis” is one of the required elements of the consolidated plan. 

The Orange County Consortium submitted a 2005-2010 Housing and Community Development Consolidated Plan to HUD on January 11, 2006.  The 2010-2015 Consolidated Plan will be due to HUD in January of 2011.

We have not found information about affordable housing market studies that either analyze or focus exclusively on the production and demand for 1- and 2-bedroom affordable condominium units.

OPTIONS

We have identified two options for pursuing the development of an affordable housing market study.  The first option focuses on the demand for affordable 1- and 2-bedroom condominiums and relates to funds that are available through the General Development Agreement between the Town of Chapel Hill and the Ram Development Company.  The second option would defer the development of an affordable housing market study until Orange County develops its 2010-2015 Consolidated Plan.

DISCUSSION

We believe that the Land Trust petition was primarily concerned with the demand for affordable 1- and 2-bedroom condominium units that are currently approved to come into the Land Trust in the next few years. Because of this, we recommend that the Council consider the use of funds dedicated in the General Development Agreement between the Town of Chapel Hill and the Ram Development Company for the purpose of commissioning a study about the affordability and demand for condominium units that would analyze both the common expense assessments for condominium units as well as the demand for affordable 1- and 2 bedroom condominium units over the next ten years.

If the Council is in favor of commissioning a study about the affordability and demand for condominium units, we would develop and release a Request for Proposals.

RECOMMENDATION

We recommend that the Council adopt the attached resolution to authorize the staff to develop and release a Request for Proposals for a study of the affordability and demand for condominium units that would analyze both the common expense assessments for condominium units as well as the demand for affordable 1- and 2 bedroom condominium units over the next ten years.

ATTACHMENTS

  1. Sample Information about Affordable Housing Market Studies (p. 5).
  2. Article VIII of the General Development Agreement between the Town of Chapel Hill and the Ram Development Company [137 KB pdf] (p. 7).