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HomeMy WebLinkAboutagenda.council.worksession.20140422 CITY COUNCIL WORK SESSION April 22, 2014 4:00 PM, City Council Chambers MEETING AGENDA I. Employee Generation Study Discussion II. Noise Ordinance Changes MEMORANDUM TO: Mayor Skadron and Aspen City Council FROM: Chris Bendon, Community Development Director RE: Work Session: Single-Family and Duplex Employee Generation Study DATE: April 22, 2014 SUMMARY: On February 24th, City Council approved a contract with RRC Associates of Boulder, CO to perform a study of employee generation of single-family and duplex development. Staff has held previous work sessions with City Council regarding the manner in which the City applies mitigation requirements to homes. This study is a needed step towards establishing revised mitigation requirements for single-family development. The Council requested a work session with RRC to discuss methodology for determining employee generation. Tonight’s work session is intended to answer questions about the methods of obtaining data prior to the work being done. Prior to tonight, staff held a lunch session with RRC and members of the Housing Board and the Planning and Zoning Commission. Staff also held meetings with individuals who have been following the mitigation discussion during the afternoon. Staff will update Council on the discussion points at the work session. RELATED INFORMATION / ATTACHMENTS: Attached to this memo are several housing studies relevant to this effort. A – Teton Survey. This is a survey used by RRC in Teton County, Wyoming (Jackson). The survey used in Aspen can be modeled on this Teton survey. B – 2008 Housing Survey. Much of this report focuses on affordable housing. There is a section starting on page 35 that focuses on employment patterns of residences. This work was performed by RRC and is very similar to the work being done today. C – 2012 Strategic Review of Housing. This report was prepared for a thorough review of the community’s housing needs. A Section called “planning for the future” starting on page 28 provides useful information. D – 2012 EPS Housing Demand Model. This work was done in conjunction with the Strategic Review. It shows demand for affordable housing projected into future years. E – Summary of January 6th City Council work session. This notes the issues discussed and the direction received previously on this topic. F – Proposed Scope of Work – RCC. This is from the current contract and details the proposed scope of work to be performed by RRC. P1 I. TETON COUNTY, WY HOMEOWNER SURVEY 2012 If you own more than one residence in Teton County, Wyoming, please respond to this entire survey based on the residence that has the highest valuation according to the Teton County Assessor. ABOUT YOUR TETON COUNTY RESIDENCE 1. Which of the following best describes the type of residence you own in Teton County? (CHECK ONE ONLY) [ ] Single-family house [ ] Timeshare/fractional unit [ ] Duplex [ ] Mobile home [ ] Condominium or townhome in a complex with 20 or fewer units [ ] Other—please specify: _______________________________ [ ] Condominium or townhome in a complex with 21 or more units 2. How many bedrooms does your residence have? ______ bedrooms 3. Are there separate, accessory units or homes located on your property? [ ] No [ ] Yes—How many units in total? ____________ (IF YES) How are the accessory unit(s) on your property used? (i.e., the unit(s) other than the primary dwelling unit) [ ] Caretaker residence [ ] Household / family member use [ ] Used by visiting guests of owner/household [ ] Rented long-term to local resident(s) [ ] Rented short-term to visitors [ ] Vacant – not used 4. Please indicate the approximate heated square footage of living space of your residence in Teton County, including both finished and unfinished space. (If you have separate, accessory residences located on your property, please provide the square footage for the primary residence plus all accessory residences combined.) _______________ HEATED FINISHED SQFT of living space (finished, heated interior space; exclude heated garage space) _______________ + HEATED UNFINISHED SQFT of living space (e.g. unfinished basement; exclude garage and porch/patio/exterior space) _______________ = TOTAL HEATED SQUARE FEET of living space 5. (IF SINGLE FAMILY OR DUPLEX) Which of the following best describes your lot? [ ] Small residential lot (less than 1/4 acre) [ ] Large residential lot (1/4 - 1 acre) [ ] Small acreage (1 acre to 34 acres)—How many acres? ____________ [ ] Large acreage (35 acres or more)—How many acres? ____________ [ ] Not applicable: Condominium/townhome 6. Where in Teton County is this home located? [ ] Town of Jackson (within incorporated town limits) [ ] Elsewhere in Teton County, WY 7. Is your Teton County residence: (CHECK ONE ONLY) [ ] Restricted housing (i.e. ownership restricted to local resident households who meet employment, income, and/or other criteria) [ ] Not restricted (i.e. free-market housing) [ ] Don’t know 8. (IF TIMESHARE / FRACTIONAL UNIT) How many weeks per year do you have access to your unit? _____ weeks per year (SKIP TO QUESTION #10 AFTER ANSWERING) P2 I. 9. Approximately how many weeks during each season is your home in Teton County currently used for the following? Summer June – Sept (17 weeks) Winter Dec – Mar (17 Weeks) Spring/Fall Apr, May, Oct, Nov (18 weeks) Primary residence for owner Vacation home for owner or guests of owner Vacation rental — weeks actually occupied by visitors Vacation rental — weeks available for rent, but not occupied Rented long term to local resident— monthly rent charged: $ _____________ Business/corporate function Other use: ________________________ And: Vacant— not occupied (and not available for vacation rental) Total 17 weeks 17 weeks 18 weeks 10. Who typically occupies your Teton County home when you are in residence? (CHECK ALL THAT APPLY) [ ] Self [ ] Business associates [ ] Spouse/partner [ ] Housemate(s) to whom you rent a room [ ] Children [ ] Other: __________________________ [ ] Relatives/other family members [ ] Not applicable – I don’t use the home for personal use [ ] Friends 11. Including yourself, how many people in the following categories typically live/stay in your home when you are in residence? # People, including yourself (ENTER 0 IF NONE) Total persons Total persons under 18 years old Total persons who are retired Total persons who work in Teton County* Total persons who work outside of Teton County* Total persons who work primarily or exclusively from home (e.g. telecommute, business conducted from home office, etc.) * Please respond based on address of employer or business. If person is self-employed sole proprietor, please respond based on location of proprietor’s business address. 12. How do you expect to be using your Teton County home five years from now? (CHECK ALL THAT APPLY) [ ] Primary residence for owner [ ] I intend to sell my home within the next five years [ ] Vacation home for owner or guests of owner [ ] Other: _____________________________________________ [ ] Vacation rental to visitors / tourists [ ] Don’t know / uncertain [ ] Rented long term to local resident 13. (IF LOCAL RESIDENT) Do you plan on living and working in the Teton County area until you retire? [ ] Yes Are you currently retired? [ ] Yes [ ] No [ ] Don’t know [ ] No -- plan to move away: in how many years? _____ years [ ] Not applicable – not a Teton County resident 14. (IF LOCAL RESIDENT AND NOT RETIRED) When do you plan to retire? ____ # of years 15. (IF LOCAL RESIDENT AND NOT RETIRED) When you retire, would you like to: [ ] Stay in your current residence [ ] Move out of Teton County [ ] Downsize to smaller home in Teton County [ ] Other: _____________________________________________ MAINTENANCE and UPKEEP The following questions ask for information on how your home is maintained and operated. Please complete all that apply. 16. For your Teton County residence, do you: (MARK ALL THAT APPLY) [ ] Use or belong to a homeowners association [ ] Hire local contractors/service firms [ ] Hire a property management company [ ] Hire other employees directly [ ] Hire an on-site caretaker [ ] None of the above (GO TO Q. 18) P3 I. 17. What services does your homeowners association, property management company, on-site caretaker, and/or contractors/employees hired by your household provide? (CHECK ALL THAT APPLY) And approximately how much do you spend annually on each? (ANSWER AT BOTTOM OF TABLE) *Note: If you pay a percentage of the rental income generated by your property, please indicate the dollar amount to which this equates. 18. What other services do you obtain in your home, and approximately how much do you spend on each service per year? (COMPLETE ALL THAT APPLY) Obtained Locally Travels with My Household Amount Spent Per Year Chef / kitchen help / catering [ ] [ ] $______________ Child care provider / nanny [ ] [ ] $______________ Concierge / butler [ ] [ ] $______________ Personal assistant [ ] [ ] $______________ Personal trainer [ ] [ ] $______________ Driver, pilot [ ] [ ] $______________ Other: ______________________ [ ] [ ] $______________ None of the above [ ] [ ] Not applicable 19. Where did you contract for services related to purchasing, financing and insuring your Teton County residence? Home insurance Home mortgage/ lending Legal services for property/ purchase of property Realtor / sales representative Teton County, WY [ ] [ ] [ ] [ ] Elsewhere [ ] [ ] [ ] [ ] Did not use / not applicable [ ] [ ] [ ] [ ] Thank you. Your time and input are greatly appreciated. Please return this survey using the postage-paid envelope. Homeowners Association Property Mgt. Company On-Site Caretaker Contractors/ Employees Hired by You/Your Household 01) Rental management [ ] [ ] [ ] [ ] 02) Building maintenance (interior and/or exterior) [ ] [ ] [ ] [ ] 03) Security [ ] [ ] [ ] [ ] 04) Housekeeping / cleaning [ ] [ ] [ ] [ ] 05) Operation and maintenance of community amenities (e.g. clubhouse, swimming pool, Jacuzzi, etc.) [ ] Not Applicable Not Applicable Not Applicable 06) Swimming pool maintenance – private pool [ ] [ ] [ ] [ ] 07) Lawn / landscape maintenance [ ] [ ] [ ] [ ] 08) Road / driveway maintenance [ ] [ ] [ ] [ ] 09) Snow removal [ ] [ ] [ ] [ ] 10) Trash removal [ ] [ ] [ ] [ ] 11) Insurance [ ] [ ] [ ] [ ] 12) Cable television [ ] [ ] [ ] [ ] 13) Other— please specify:________________________ [ ] [ ] [ ] [ ] 14) None of the above [ ] [ ] [ ] [ ] What is the approximate amount spent annually on each of these (HOA, Property Management, Caretaker, Contractors/Employees)?* $_____________ $____________ $____________ $______________ P4 I. City of Aspen Housing Survey Summary Resident Employee Homeowner Employer May 2008 Summary of Results Prepared by: RRC Associates, Inc 4950 Pearl East Cir., # 103 Boulder, CO 80301 (303) 449-6558 Rees Consulting, Inc. P.O. Box 3848 Crested Butte, CO 81224 (970) 349-9845 P5 I. RRC Associates/Rees Consulting Page 2 Table of Contents Study Overview...............................................................................................................3 Residents of Affordable Housing in Aspen..............................................................4 Introduction..................................................................................................................4 Key Findings.................................................................................................................4 Section 1 – Demographics...........................................................................................6 Section 2 - Employment and Commuting................................................................8 Section 3 - Housing Problems..................................................................................10 Section 4 - Project Information.................................................................................14 Section 5 - Retirement................................................................................................19 Section 6 - Miscellaneous..........................................................................................21 Employees Working in Aspen....................................................................................23 Introduction................................................................................................................23 Key Findings...............................................................................................................23 Section 1 - Housing Problems..................................................................................26 Section 2 - Demographic Characteristics................................................................30 Section 3 - Entry-Level Homeownership................................................................32 Section 4 - Retirement................................................................................................34 Aspen Homeowners.....................................................................................................35 Introduction................................................................................................................35 Key Findings...............................................................................................................36 Section 1 - Aspen Homeowner Survey 2008: Summary of Usage Patterns......40 Section 2 - Home Characteristics.............................................................................41 Section 2 - Homeowner Characteristics..................................................................43 Section 3 - Property Use............................................................................................45 Section 4 - Dues and Services...................................................................................47 Section 5 - Employment and Home Size Relationships.......................................51 Aspen-Area Employers................................................................................................53 Introduction................................................................................................................53 Key Findings...............................................................................................................54 Section 1 - Housing–Related Employer Problems.................................................56 Section 2 - Employment and Commuting..............................................................58 Section 3 - Employee Housing.................................................................................60 Appendix A - Homeowner Project Profiles.............................................................61 Appendix B – Survey Forms.......................................................................................75 P6 I. RRC Associates/Rees Consulting Page 3 Study Overview The City of Aspen and the Aspen Pitkin County Housing Authority has commissioned this survey-based housing study that provides a variety of data concerning local residents, both their demographics and their evaluations of different aspects of the community. Specifically, this study includes: ƒ The Resident Housing Survey – May, 2008 ƒ The Employer Housing Survey – May, 2008 ƒ The Employee Housing Survey – May, 2008 ƒ The Owner Housing Survey - – September, 2008 This report provides a brief overview of the methodology and selected key findings from the various surveys. In addition, the City and the Aspen/Pitkin County Housing Authority have the full data bases that were obtained through these studies. Requests for access to the underlying data should be directed to the City or Housing Authority. P7 I. RRC Associates/Rees Consulting Page 4 Residents of Affordable Housing in Aspen Introduction A total of 1,390 surveys were distributed by door hanging to residents of the following properties. A total of 471 responses were received, which equates to a 34% response rate. Projects Surveyed Ownership Rentals Annie Mitchell Alpina Haus Aspen Highlands Village Aspen Country Inn Benedict Commons Beaumont (Hospital) Burlingame Ranch Castle Ridge Centennial Centennial Common Ground Hunter Longhouse Five Trees Maroon Creek Club* Hunter Creek Mountain Oaks Little Ajax Truscott Place Lone Pine Truscott Place LLLP* Midland Park Ullr Commons Smuggler Subdivision Ute City Place (st. Regis) Snyder Stillwater Williams Ranch Williams Woods Key Findings • The majority of residents living in Aspen’s affordable housing, both owners and renters, work in Aspen’s downtown. • There is little difference in employment patterns between summer and winter. The average number of jobs held, the location of employment, and the average number of employees per household vary little. • Most residents are satisfied with their housing – 51% are very satisfied. P8 I. RRC Associates/Rees Consulting Page 5 • Aspen’s affordable housing residents have incomes much lower than other residents with a median household income of $63,000, which compares with a median family income for Pitkin County of $97,600. • Only 10% of owners are under the age of 35. • Most renters (80%) would like to move within the next 5 years, the desire to move into ownership being the primary reason. Most owners would like to stay in their current homes; of the 43% who want to move, most want a larger home. • Of 13 unit design variables that were tested, energy efficiency rated the lowest in terms of satisfaction. Residents are generally very satisfied with various aspects of the locations were they live. • While Aspen’s affordable housing is generally affordable, 28% of renters spend more than 30% of their income on their rent payment. In contrast, 61% of homeowners have mortgage payments that equal less than 20% of their household income. • While the majority of affordable housing residents (63%) plan to live and work in Aspen until they retire, there is a correlation with length of residency; new arrivals are much less certain about their future plans. • 15% of the employees living in Aspen’s affordable housing plan to retire within the next five years, and most of them want to stay in the homes where they now live. P9 I. RRC Associates/Rees Consulting Page 6 Section 1 – Demographics Who Lives in Affordable Housing Household Composition, Age and Children 29% 21% 1% 6% 21% 28% 34% 10% 0 3% 4% 8% 28% 57% 5% 7% 1% 2% 12% 15% 31% 35% 4% 0% 14% 9% 57% 20% 0%10%20%30%40%50%60% Presence of children age 6 - 18 in your home Presence of children under age 6 in your home 75 or older 65 -74 55 - 64 45 - 54 35 - 44 25 - 34 18 - 24 Family members and unrelated roommates Unrelated roommates Unmarried couple I live alone Family members only Rent Own Age P10 I. RRC Associates/Rees Consulting Page 7 Respondent Ages by Own/Rent Age of Respondent Overall Own Rent 18 - 24 2% 4% 25 - 34 20%10%35% 35 - 44 33%34%31% 45 - 54 22%28%15% 55 - 64 17%21%12% 65 -74 4%6%2% 75 or older 1%1%1% 100%100%100% Average Age 444840 Median Age 434737 Length of Residency 0% 1% 3% 8% 88% 15% 18% 14% 26% 27% 4% 6% 23% 22% 45% 30% 28% 24% 9% 9% 0%20%40%60%80%100% Less than 1 year 1 to 2 years 3 to 5 years 6 to 10 years More than 10 years Less than 1 year 1 to 2 years 3 to 5 years 6 to 10 years More than 10 years Own Rent How long have you lived in your current residence? How long have you lived in the area? P11 I. RRC Associates/Rees Consulting Page 8 Household Income – Overall Median: $63,012 2% 24% 30% 24% 17% 3% 11% 42% 29% 7% 10% 1% 0%5%10%15%20%25%30%35%40%45% Under $25,000 $25,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 $100,000 - $149,999 $150,000 or more Rent Own Own Median $66,500 Average $72,160 Rent Median $46,000 Average $51,425 Section 2 - Employment and Commuting Where Residents Work by Season Winter Summer #%#% Aspen Downtown 40760.9%41666.2% Airport Business Park 558.2%589.2% Aspen Highlands area 507.5%396.2% Buttermilk area 243.6%40.6% Snowmass Village 446.6%375.9% Other 8813.2%7411.8% Total 668100.0%628100.0% P12 I. RRC Associates/Rees Consulting Page 9 Where Residents Work by Own/Rent Owners Renters Aspen Downtown 61.0%67.2% Airport Business Park area 8.7%8.8% Aspen Highlands area 8.4%4.6% Buttermilk area 2.7%1.3% Snowmass Village 6.7%5.5% Other* 12.5%12.6% Total 100.0%100.0% * includes variable job sites, like construction work Distance Traveled to Work 12.5% 12.9% 19.2% 20.0% 29.6% 5.8% 19.4% 12.9% 12.9% 24.2% 22.6% 8.1% 0.0%5.0%10.0%15.0%20.0%25.0%30.0%35.0% Less than 1/4 mile 1/4 to 1/2 mile 1/2 to 1 mile 1 to 2 miles 2 to 5 miles More than 5 miles Rent Own Vehicles Parked at Home Number Cars/Trucks Percent 0 6.0% 1 54.1% 2 34.2% 3+ 5.7% P13 I. RRC Associates/Rees Consulting Page 10 Section 3 - Housing Problems Satisfaction with Current Residence Very Satisfied 51%Somewhat Satisfied 37% Somewhat Dissatisfied 9% Very Dissatisfied 3% Satisfaction with Housing by Time Lived in Current Home 51.5% 39.8% 49.4% 56.0% 60.2% 30.9% 49.0% 40.5% 32.1% 30.7% 15.5% 8.2% 8.9% 8.3% 5.7% 2.1% 3.1% 1.3% 3.6% 3.4% 0%10%20%30%40%50%60%70% Less than 1 year 1 to 2 years 3 to 5 years 6 to 10 years More than 10 years Le n g t h o f t i m e i n c u r r e n t r e s i d e n c e 1 - Very Satisfied 2 - Somewhat Satisfied 3 - Somewhat Dissatisfied 4 - Very Dissatisfied P14 I. RRC Associates/Rees Consulting Page 11 Satisfaction with Housing by Time Lived in the Area 50.0% 25.0% 31.1% 49.1% 57.1% 25.0% 58.3% 46.7% 47.3% 31.6% 12.5% 16.7% 20.0% 3.6% 8.2% 12.5% 2.2% 3.2% 0%10%20%30%40%50%60%70% Less than 1 year 1 to 2 years 3 to 5 years 6 to 10 years More than 10 years Le n g t h o f t i m e i n a r e a 1 - Very Satisfied 2 - Somewhat Satisfied 3 - Somewhat Dissatisfied 4 - Very Dissatisfied Affordability -- Percentage of Income Spent on Housing Payment Owners Renters Overall Under 20% 60.9%36.9%50.2% 20-30% 23.1%35.2%28.5% 30-35% 5.3%11.7%8.2% 35-40% 7.1%5.0%6.2% 40-50% 1.8%7.3%4.2% Over 50% 1.8%3.9%2.7% Total 100.0%100.0%100.0% Total Cost Burdened 16.0%27.9%21.3% P15 I. RRC Associates/Rees Consulting Page 12 Affordability -- Percentage of Income Spent on Housing Payment 50.2% 28.5% 8.2% 6.2% 4.2% 2.7% 60.9% 23.1% 5.3% 7.1% 1.8% 1.8% 36.9% 35.2% 11.7% 5.0% 7.3% 3.9% 0%10%20%30%40%50%60%70% Under 20% 20-30% 30-35% 35-40% 40-50% Over 50% Overall Owners Renters Cost-burdened P16 I. RRC Associates/Rees Consulting Page 13 Desire to and Reason for Wanting to Move 57% 43% 65% 0% 29% 14% 13% 7% 8% 20% 80% 44% 82% 11% 17% 7% 7% 3% 0%10%20%30%40%50%60%70%80%90% No Yes Need/want larger home Want to own - now rent Other Want newer home Want to live in different neighborhood Want to live closer to work Need/want smaller, less expensive home Own Rent Do you want to purchase a new or different home within the next 5 years? If yes, why? Would Like to Move within 5 Years by Satisfaction 69.6% 24.9% 5.0% 0.6% 38.5% 44.8% 12.3% 4.4% 0%10%20%30%40%50%60%70%80% 1 - Very Satisfied 2 - Somewhat Satisfied 3 - Somewhat Dissatisfied 4 - Very Dissatisfied S a t i s f a c t i o n w i t h c u r r e n t r e s i d e n c e No Yes P17 I. RRC Associates/Rees Consulting Page 14 Section 4 - Project Information Unit Design Average Rating: 1 = Not at all satisfied; 5 = Very satisfied 4.02 4.08 3.9 3.81 3.75 3.58 3.65 3.46 3.4 3.21 3.42 3.44 3.17 3.7 3.51 3.64 3.7 3.34 3.31 3.17 3.41 3.22 3.38 3.06 3.01 2.9 0.00.51.01.52.02.53.03.54.04.5 TYPE OF UNIT SUNLIGHT SIZE OF UNIT NUMBER OF BATHROOMS WINDOWS SIZE OF BATHROOMS KITCHEN HEATING SYSTEM CLOSET SPACE STORAGE INTERIOR FINISH APPLIANCES ENERGY EFFICIENCY Own Rent P18 I. RRC Associates/Rees Consulting Page 15 Exterior and Common Areas Average Rating: 1 = Not at all satisfied; 5 = Very satisfied 3.95 3.98 3.55 3.71 3.57 3.42 3.68 3.47 3.33 3.53 3.06 3.31 3.09 3.18 3.12 2.63 2.93 3.01 0.00.51.01.52.02.53.03.54.04.5 DUMPSTER/TRASH REMOVAL LAUNDRY FACILITIES EXTERIOR LIGHTING EXTERIOR APPEARANCE LANDSCAPING PARKING PETS COMMON AMENITIES PLAY AREAS Own Rent P19 I. RRC Associates/Rees Consulting Page 16 Location Average Rating: 1 = Not at all satisfied; 5 = Very satisfied 4.66 4.69 4.72 4.72 4.57 4.52 3.67 4.57 4.52 4.37 4.28 4.19 4.11 3.24 0.00.51.01.52.02.53.03.54.04.55.0 PROXIMITY TO BUS STOPS BIKE PATH/TRAIL ACCESS LOCATION SENSE OF SAFETY NEIGHBORHOOD SURROUNDING USES SOUND LEVELS Own Rent Profiles for each project or for groups of several of the smaller projects are included in Appendix A to this report. P20 I. RRC Associates/Rees Consulting Page 17 Average Rating - Rental Properties (scale of 1 -Not at all satisfied to 5 - Very satisfied) All RentersGrp. 1Grp.2 Centen- nial Truscott Place Castle Ridge Number of bathrooms 3.7 3.1 3.5 3.6 4.0 4.1 Type of unit 3.7 3.8 3.7 3.7 3.6 3.8 Size of unit 3.6 3.7 3.4 3.8 3.5 3.8 Sunlight 3.5 3.5 3.3 4.0 3.3 3.3 Storage 3.4 3.2 3.0 3.8 3.2 3.5 Heating systems 3.4 3.4 3.4 3.1 3.8 3.2 Size of bathrooms 3.3 3.1 3.2 3.0 3.8 3.4 Windows 3.3 3.7 3.1 3.3 3.5 3.0 Closet Space 3.2 3.0 2.9 3.5 3.2 3.2 Kitchen 3.2 2.9 2.9 3.2 3.6 3.1 Interior Finish 3.1 3.4 2.9 2.9 3.4 2.7 Appliances 3.0 3.0 2.6 3.0 3.2 3.1 Energy Efficiency 2.9 3.2 3.0 2.4 3.6 2.2 Dumpster/trash removal 3.5 4.0 3.5 3.5 3.6 3.1 Exterior lighting 3.3 3.9 2.9 3.3 3.3 2.8 Landscaping 3.2 3.7 3.0 3.0 3.3 2.8 Laundry facilities 3.1 3.3 2.4 2.8 3.5 3.1 Exterior appearance 3.1 3.9 2.9 2.7 3.0 3.0 Parking 3.1 3.8 3.5 2.6 3.0 3.0 Play areas 3.0 3.1 2.7 3.1 3.2 2.7 Common amenities 2.9 3.0 2.8 2.8 3.2 2.7 Pets 2.6 2.8 2.7 2.8 2.5 2.4 Proximity to bus stops 4.6 4.5 4.7 4.8 4.3 4.6 Bike path/trail access 4.5 4.3 4.5 4.7 4.5 4.6 Location 4.4 4.3 4.8 4.6 3.9 4.4 Sense of safety 4.3 4.2 4.4 4.6 4.0 4.4 Neighborhood 4.2 4.3 4.5 4.3 3.8 4.2 Surrounding uses 4.1 4.1 4.3 4.3 3.9 4.0 Sound levels 3.2 3.4 3.6 3.0 3.2 3.2 Group 1: Alpina Haus, Aspen Country Inn, Beaumont, Maroon Creek Group 2: Mountain Oaks, Hunter Longhouse, Ute City, Ullr Commons P21 I. RRC Associates/Rees Consulting Page 18 Average Rating - Ownership Properties (scale of 1 -Not at all satisfied to 5 - Very satisfied) All Owners Grp.1 Grp.2 Grp.3 CentennialBurlingameSmuggler Aspen Highlands Sunlight 4.1 3.7 4.3 4.4 4.1 4.2 4.3 3.3 Type of unit 4.0 3.6 4.0 4.6 3.8 4.2 3.9 3.9 Size of unit 3.9 3.1 3.7 4.4 3.7 4.4 4.1 3.8 Number of bathrooms 3.8 3.1 3.4 3.9 3.8 4.0 4.3 4.4 Windows 3.8 3.7 3.9 4.0 3.2 4.1 4.0 3.3 Kitchen 3.7 3.3 3.5 3.8 3.2 4.3 4.0 3.5 Size of bathrooms 3.6 3.1 3.2 3.5 3.0 4.3 4.0 4.1 Heating system 3.5 3.8 2.9 3.5 2.9 4.3 4.0 2.8 Closet space 3.4 3.4 3.2 3.8 2.7 4.0 3.7 3.2 Interior finish 3.4 3.1 3.2 3.6 3.1 4.1 3.7 3.1 Appliances 3.4 3.3 3.7 3.4 3.1 3.8 3.9 2.7 Storage 3.2 3.3 2.6 3.3 3.3 3.8 3.5 2.6 Energy efficiency 3.2 3.2 2.4 3.4 2.1 4.6 3.5 2.8 Trash removal 4.0 4.0 3.8 3.9 3.9 3.9 4.5 3.8 Laundry facilities 4.0 3.6 4.1 3.5 3.9 4.6 4.1 4.1 Exterior 3.7 3.2 4.1 4.1 3.1 3.8 3.8 3.8 Pets 3.7 3.4 3.5 4.5 3.9 3.2 4.1 2.9 Landscaping 3.6 3.5 4.2 3.8 3.4 2.7 4.1 3.4 Exterior lighting 3.6 4.0 3.4 3.8 3.6 3.2 3.8 3.1 Common amenities 3.5 3.7 3.6 3.8 3.0 3.4 3.6 3.2 Parking 3.4 4.1 3.5 3.5 3.4 2.2 4.1 3.5 Play areas 3.3 3.1 3.4 3.5 3.3 2.9 3.6 3.6 Proximity to bus 4.7 4.5 4.9 4.4 4.6 4.6 4.8 4.9 Location 4.7 4.5 4.9 4.9 4.7 4.5 4.9 4.6 Trail access 4.7 4.8 4.9 4.6 4.7 4.5 4.8 4.6 Sense of safety 4.7 4.4 4.8 4.9 4.6 4.7 4.8 4.7 Neighborhood 4.6 4.3 4.6 4.8 4.4 4.7 4.6 4.5 Surrounding uses 4.5 4.1 4.7 4.9 4.4 4.4 4.6 4.4 Sound levels 3.7 2.9 3.8 4.5 3.0 4.0 4.1 3.1 Group 1: Annie, Benedict, Hunter Creek Group 2: Common Ground, Lone, Midland, Williams Woods Group 3: Five, Ajax, Snyder, Stillwater, Williams Ranch P22 I. RRC Associates/Rees Consulting Page 19 Section 5 - Retirement Plans to Live and Work in Aspen until Retirement 62.8% 14.3% 16.7% 29.5% 57.1% 72.4% 9.8% 28.6% 58.3% 25.0% 8.9% 5.0% 27.4% 57.1% 25.0% 45.5% 33.9% 22.6% 0%10%20%30%40%50%60%70%80% Overall Less than 1 year 1 to 2 years 3 to 5 years 6 to 10 years More than 10 years Ho w l o n g h a v e y o u l i v e d i n t h e a r e a Yes No, plan to move away Don't know Time until Retirement by Age Time Until Age Retirement 25 - 34 35 - 44 45 - 54 55 - 64 65 -74 Overall Less than 1 year 0.0% 0.0%0.0%0.0%20.0% 0.6% 5 years 1.3% 1.8%1.2%39.0%50.0% 9.9% 10 years 1.3% 0.9%12.3%40.7%20.0% 11.1% 20 years 10.7% 38.4%77.8%20.3%10.0% 37.1% 30 years 40.0% 51.8%6.2%0.0%0.0% 27.2% More than 30 years 46.7% 7.1%2.5%0.0%0.0% 14.0% P23 I. RRC Associates/Rees Consulting Page 20 Where Want to Live upon Retirement 75.4% 3.0% 1.5% 11.1% 9.0% 34.7% 7.5% 7.5% 19.7% 30.6% 0%10%20%30%40%50%60%70%80% Stay in your current residence Downsize to smaller home in Aspen Move down valley Move out of the Roaring Fork Valley Other Rent Own “Other” includes moving into ownership and moving into larger homes. Type of Neighborhood Desired Upon Retirement 3.6% 5.9% 10.0% 68.4% 47.1% 35.7% 32.0% 28.0% 47.1% 64.3% 58.0% 0%10%20%30%40%50%60%70%80%90%100% Stay in your current residence Downsize to smaller home in Aspen Move down valley Move out of the Roaring Fork Valley Retirement neighborhood Mixed-age neighborhood Don't know P24 I. RRC Associates/Rees Consulting Page 21 Section 6 - Miscellaneous Would Prefer Home with Stairs Own Rent Overall Yes 47.0%56.3%53.1% No 53.0%43.8%46.9% Total 100.0%100.0%100.0% Would Prefer a Home with Stairs by Age 3.2% 40.0% 35.8% 12.6% 8.4% 0.0%0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 18 - 2425 - 3435 - 4445 - 5455 - 6465 -7475 or older Age of Respondent % W o u l d P r e f e r S t a i r s Trade Offs 1st 2nd 3rd Price - the rent or purchase amount 29.4%21.8% 8.4% Location - the community in which you want to live 29.8%31.5% 19.2% Unit size - square feet, number of bedrooms 20.2%25.9% 29.9% Unit type - condo, townhome, house 15.6%12.0% 36.0% Ownership - ability to own your own unit 5.0%8.8% 6.5% Total 100.0%100.0% 100.0% P25 I. RRC Associates/Rees Consulting Page 22 Utilization of Day Care – Now and In Future Own Rent Overall Yes 24.7%28.3%26.2% No 75.3%71.7%73.8% 100%100%100% Day Care Preferences 0.00% 10.00% 20.00% 30.00% 40.00% 50.00% 60.00% 70.00% I think daycare services are adequate I prefer daycare near my workI prefer daycare near my home Own Rent Median Number of Vehicles at Home Own Rent Overall Cars/Trucks 1.571.171.40 Recreational Vehicles 0.470.380.43 P26 I. RRC Associates/Rees Consulting Page 23 Employees Working in Aspen Introduction Surveys were distributed to employees working in Aspen through place of work, while commuting on RFTA buses and at bus stops. Specifically: • All members of the Aspen Resort and Chamber Association were sent an email with a link to an on-line version of the employee survey and asked to forward it to their employees. • The 10 largest employers were given both paper versions of the survey and the link to the on-line version depending upon their preference for distribution to their employees. • Paper versions in both English and Spanish were distributed on buses and at bus stops. • Paper surveys were also given to restaurants, retailers and other employers in the downtown area for distribution to their employees. A drawing for $50 grocery store certificates and one-month passes to the Aspen Recreation Center was offered as an incentive. A total of 575 surveys were received from employees who work in Aspen. Key Findings • Of the 575 employees surveyed, 261 or 45% now live in Aspen. Commuters typically have lower response rates than other employees, at least in part due to the time they must spend commuting. The percentage of employees who commute is thus likely higher than 55%. • Many of the employees commuting into Aspen for work do so because they are unable to live in Aspen. Over half of the employees commuting from the Basalt/El Jebel area would rather live in Aspen as would 42% of the employees living in Carbondale and 48% of those who now live in Glenwood Springs or in the towns along the I-70 corridor. P27 I. RRC Associates/Rees Consulting Page 24 • Most of Aspen’s employees have found housing that is affordable given their incomes (housing payment does not exceed 30% of their income). Approximately 21%, however, live in housing that is not affordable. There is a direct correlation with income. Over 80% of households with extremely low incomes (≤ 30% AMI) and 55% of those with very low incomes (31% - 50% AMI) are cost burdened by high housing payments. • The median payment for housing occupied by Aspen employees living both in town and down valley is $1,500 for owners and $1,025 for renters. • While nearly three-fourths of employees are satisfied with their housing, satisfaction levels vary by current place of residence, income and the type of unit in which they now live. Of no surprise, those living in single family homes are the most likely and mobile home residents are the least likely to be “very satisfied”. Employees living in subsidized housing tend to be slightly more satisfied with their housing than employees living in free-market housing. Employees living in housing provided by their employers are less satisfied than other employees. • The average age of employees is nearly 44. Renters are younger than owners but still average over 37 years of age. • Most of the homeowners working in Aspen are families but nearly 30% of renters live with unrelated roommates. • The median household income of Aspen employees is $79,000. Renters make considerably less with a median of $60,000 compared to a median of $100,000 for owners. • Nearly one-third of employees surveyed live in housing provided by the Aspen/Pitkin County Housing Authority. The majority of employees (59%), however, reside in free-market housing. • Price and location far outweigh unit size and type in terms of priorities when choosing a place to live. • Of renters who would like to buy a condominium or townhome, about one-fourth are families, about 70% have incomes of $50,000 or greater, and most would like to live where dogs are allowed. P28 I. RRC Associates/Rees Consulting Page 25 • Nearly 12% of employees who own their homes plan to retire within the next five years and most of them (57%) plan to stay in their homes. About 7% would like to move down valley and 20% would like to move out of the valley. Interest in down sizing within the same town is small but exists. Renters are most interested in moving out of the Roaring Fork Valley upon retirement P29 I. RRC Associates/Rees Consulting Page 26 Section 1 - Housing Problems Monthly Housing Payment by Own/Rent Overall Own Rent None, do not pay rent or mortgage 3.74.23.3 Under $250 0.6 1.0 $250 - $499 2.20.83.3 $500 - $749 11.57.214.9 $750 - $999 16.511.420.5 $1000 - $1249 19.416.521.8 $1250 - $1499 7.87.28.3 $1500 - $1749 12.412.212.5 $1750 - $1999 5.78.43.6 $2000 - $2499 7.810.55.6 $2500 - $2999 5.28.42.6 $3000 - $3499 2.43.41.7 $3500 - $3999 2.24.20.7 $4000 - $4499 1.12.5 $4500 - $4999 0.40.8 $5000 - $5999 0.40.8 $6000 - $6999 0.60.80.3 $8000 - $8999 0.20.4 100%100%100% Average $1,437$1,762$1,183 Median $1,200$1,500$1,025 Affordability by Own/Rent Shading denotes cost burden. % Income Spent on Housing Pmt. Overall Own Rent Under 20% 49.351.447.6 21-30% 29.630.728.7 31-35% 4.9 3.7 5.8 36-40% 5.3 6.4 4.4 41-50% 4.9 4.1 5.5 Over 50% 6.1 3.7 8.0 100%100%100% Total Cost Burdened 21.1%17.9%23.6% P30 I. RRC Associates/Rees Consulting Page 27 Affordability by AMI Shading denotes cost burden. Area Median Income (AMI) % Income Spent on Housing ≤30% 31-50% 51-80% 81-100% 101-120%121-140% Over 140% Under 20% 16.718.423.146.558.062.370.7 21-30% 26.342.334.030.934.020.2 31-35% 5.615.87.75.62.5 1.0 36-40% 5.615.8 4.96.21.96.1 41-50% 10.511.56.91.21.92.0 Over 50% 72.213.215.42.11.2 100%100%100%100%100%100%100% Total Cost Burdened 83.3%55.3%34.6%19.4%11.1%3.8%9.1% Where Live Compared to Where Want to Live Where Now Live Where Want to Live Aspen Other Pitkin Co Basalt/El Jebel Carbondale Glenwood Sprs. I-70 Towns, Other Snowmass Village 0.8%23.2%2.5%6.8% 4.8% Aspen 94.6%62.5%54.2%42.4% 48.4% Woody Creek, Old Snowmass 0.8%8.9%1.7%3.4% 4.8% Basalt, El Jebel 1.5%3.6%39.0%6.8% 12.9% Carbondale 1.5%1.8%1.7%37.3% 6.5% Glenwood Springs 0.8%0.0%0.0%0.0% 19.4% I-70 Towns 0.0%0.0%0.0%3.4% 1.6% Other 0.0%0.0%0.8%0.0% 1.6% N = 2615611859 62 1st Choice Location – Where Commuters into Aspen Want to Live 52.2%20.3%9.8%7.8%9.8% 0%10%20%30%40%50%60%70%80%90%100% 1st Choice Residence Location Aspen Basalt/El Jebel Carbon‐ dale SMV Other P31 I. RRC Associates/Rees Consulting Page 28 Satisfaction with Housing Very Satisfied 33% Somewhat Satisfied 40% Somewhat Dissatisfied 20% Very Dissatisfied 7% Satisfaction with Housing by Own/Rent OverallOwn Rent 1 - Very Satisfied 33.250.4 19.8 2 - Somewhat Satisfied 39.536.9 41.5 3 - Somewhat Dissatisfied 20.39.9 28.5 4 - Very Dissatisfied 7.02.8 10.2 100%100% 100% Reasons for Dissatisfaction Overcrowded/no privacy/too small 43.037.8 45.6 Too expensive 51.431.7 60.9 Too far from work 40.656.1 33.1 Not in desirable location 13.18.5 15.4 Unavailable year-round 5.6 8.3 Disturbance from nearby short-term rentals 10.812.2 10.1 Unit in poor condition 4.0 5.9 Too far from transit 1.6 2.4 Other 3.21.2 4.1 Total* 173.3%147.6% 185.8% * Multiple response question; total exceeds 100%. Satisfaction Levels by Median Household Income $95,000 $75,000 $70,000 $60,000 $0 $10,000 $20,000 $30,000 $40,000 $50,000 $60,000 $70,000 $80,000 $90,000 $100,000 1 ‐ Very Satisfied2 ‐ Somewhat Satisfied 3 ‐ Somewhat Dissatisfied 4 ‐ Very Dissatisfied M e d i a n I n c o m e P32 I. RRC Associates/Rees Consulting Page 29 Satisfaction Levels by Where Now Live 40.7% 30.1% 35.5% 40.8% 44.3% 16.7% 33.3% 3.7% 6.8% 3.2% 4.8% 6.6% 13.3% 44.4% 0%10%20%30%40%50% Snowmass Village Aspen Woody Creek or Old Snowmass Basalt or el Jebel Carbondale Glenwood Springs New castle, Silt, Rifle, or Parachute C u r r e n t R e s i d e n c e L o c a t i o n 1 ‐ Very Satisfied 4 ‐ Very Dissatisfied Satisfaction Levels – Subsidized and Free-Market Housing Compared 42% 33% 32% 33% 50% 43% 32% 38% 8% 19% 27% 21% 5% 9% 8% 0%10%20%30%40%50%60% Snowmass Village Housing Office Aspen/Pitkin County Housing Authority Your employer None of the above ‐ free marketR e n t e d , D e e d R e s t r i c t e d o r S u b s i d i z e d b y : 1 ‐ Very Satisfied 2 ‐ Somewhat Satisfied 3 ‐ Somewhat Dissatisfied 4 ‐ Very Dissatisfied P33 I. RRC Associates/Rees Consulting Page 30 Satisfaction by Type of Current Residence 24% 33% 19% 48% 40% 12% 3% 3% 25% 6% 10% 0%10%20%30%40%50%60% Apartment Condominium/townhouse/duplex Mobile home Dormitory/room without kitchen Single‐family house Caretaker unit Ty p e 1 ‐ Very Satisfied 4 ‐ Very Dissatisfied Section 2 - Demographic Characteristics Age and Gender by Own/Rent Age of Respondent Overall Own Rent 18 - 24 6.20.410.6 25 - 34 30.313.243.5 35 - 44 23.926.921.6 45 - 54 23.033.315.0 55 - 64 13.622.27.0 65 - 74 1.92.11.7 75 or older 1.11.70.7 100%100%100% Average Age 43.651.637.4 Median Age 404833 Gender Male 44.945.044.9 Female 55.155.055.1 100%100%100% P34 I. RRC Associates/Rees Consulting Page 31 Household Composition by Own/Rent Overall Own Rent Live alone 21.113.726.7 Family members only 46.571.027.6 Family members & unrelated roommates 3.95.22.8 Unrelated roommates 16.73.626.7 Unmarried couple 10.96.514.3 Unmarried couple & unrelated roommates 1.1 1.9 100%100%100% Household Income by Own/Rent Overall Own Rent Under $25,000 4.12.35.6 $25,000 - $49,999 16.35.025.0 $50,000 - $74,999 26.122.528.8 $75,000 - $99,999 18.618.019.1 $100,000 - $149,999 25.336.516.7 $150,000 - $199,999 6.910.44.2 $200,000 - $249,999 1.83.60.3 $250,000 - $299,999 0.40.9 $300,000 - $349,999 0.60.90.3 100%100%100% Average $84,265$103,213$69,675 Median $79,000$100,000$60,000 P35 I. RRC Associates/Rees Consulting Page 32 Type of Housing Occupied, by Own/Rent Subsidized or Free Market Overall Own Rent Snowmass Village Housing Office 2.11.2 2.9 Aspen/Pitkin County Housing Authority 31.037.6 25.7 Your employer 6.20.8 10.5 Your spouse's/roommate's employer 1.4 2.5 Other government/Section 8/tax credits 0.70.4 1.0 None of the above - free market 58.660.0 57.5 100%100% 100% Unit Type Apartment 28.22.4 48.3 Condominium/townhouse/duplex 30.044.6 18.6 Mobile home 5.45.6 5.3 Dormitory/room without kitchen 1.4 2.5 Single-family house 30.347.0 17.3 Caretaker unit 1.7 3.1 Other 3.00.4 5.0 100%100% 100% Section 3 - Entry-Level Homeownership Priorities and Trade Offs Overall Own Rent Price - the rent or purchase amount 35.121.2 45.4 Location - the community in which you live 29.025.1 31.9 Unit size - Square feet, number of bedrooms 5.18.2 2.9 Unit type - condo, townhome, house 2.01.7 2.2 Ownership - ability to own your own unit 28.743.7 17.6 100%100% 100% P36 I. RRC Associates/Rees Consulting Page 33 Household Composition -- Renters who Want to Buy Condo or Townhome 30% 27% 25% 14% 2% 2% 0%5%10%15%20%25%30%35%40% Unrelated roommates I live alone Family members only Unmarried couple Family members and unrelated roommates Unmarried couple and unrelated roommates Income Distribution - Renters who Want to Buy Condo or Townhome Income Range % Households Under $25,000 4.1% $25,000 - $49,999 26.6% $50,000 - $74,999 28.9% $75,000 - $99,999 19.7% $100,000 - $149,999 17.4% $150,000 - $199,999 2.3% $200,000 - $249,999 0.5% $300,000 - $349,999 0.5% Total 100.0% P37 I. RRC Associates/Rees Consulting Page 34 Opinions about Living Where Dogs are Allowed Renters who Want to Buy Condo or Townhome 18.6% 32.6%32.6% 16.3% 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% 35.0% Yes, absolutely necessary Desirable but not required Neutral, not important Would prefer to live where dogs are not allowed Section 4 - Retirement Plans to Retire in Next 5 Years Overall Own Rent No 92.188.0 95.3 Yes 7.912.0 4.7 100%100% 100% Stay in your current residence 53.356.7 46.7 Downsize to smaller home in the same town 4.46.7 Move down valley 6.76.7 6.7 Move out of the Roaring Fork Valley 20.016.7 26.7 Other 15.613.3 20.0 100%100% 100% P38 I. RRC Associates/Rees Consulting Page 35 Aspen Homeowners Introduction In total, a sample of 3,000 homeowner surveys was mailed to homeowners with properties located in the Aspen zipcodes (81611, 81612). Households were selected for inclusion in the sample based on residential parcel information that was obtained from the Pitkin County Assessor’s website. All residences with finished square footage of more than 3,000 square feet were mailed a survey form (1,459). The remaining 1,541 surveys were randomly mailed to residences with less than 3,000 finished square feet. Additionally, 400 surveys were hung on doors of units in excess of 3,000 square feet. (These homes were also intended to receive the survey in the mail.) The additional door hanging was to insure adequate representation of larger homes within the City of Aspen. This representation of larger homes was done to best examine the relationship between employment and home square footage across the full spectrum of home sizes, including very large homes. Therefore, when evaluating responses to survey questions, the results should be understood in the context of the particular sampling. It should be noted, however, that regression analysis is used to analyze these data and this statistical technique is not influenced by the oversampling of larger homes. A total of 381 surveys were returned out of 3,000 households contacted, for a response rate of 12.7%. The survey included responses from owners of a variety of different types of housing including condos/townhomes, duplexes and single family homes. Respondents reported on residences that ranged in size from less than 999 square feet to greater than 10,000 square feet. The sample included 45 homes (14% of valid sample) over 6,000 square feet, of which 8 homes were over 10,000 square feet. The survey included homes distributed throughout Aspen with the West End most represented (27% of the total), followed by East of Aspen and the Downtown (13% each). P39 I. RRC Associates/Rees Consulting Page 36 The primary purpose of the 2008 City of Aspen Homeowner Survey was to gather data on the employment associated with the residences in the City of Aspen. The survey also gathered extensive data about selected operational and maintenance characteristics of homes, as well as the use patterns and demographics of homeowners, which may be of interest for other policy, planning and research purposes. The City of Aspen is interested in understanding the link between residences and job generation, particularly the lower-paying service jobs, to be able to anticipate and plan for the housing needs of residential service employees in the area. This surveying effort was designed to provide information for a variety of purposes. It complements several of the other surveys conducted by the City of Aspen and the Aspen/ Pitkin County Housing Authority, including surveys of residents of City-assisted housing, commuters and employers. This Owners Survey was intended to specifically address employment generated by homes of various sizes in the City of Aspen. The resulting data may be used to inform and support housing-related code requirements as may be considered by the City in the future. Key Findings • The survey examined the hours per week and weeks per year spent working as an “employer or an employee producing goods and services for residents and/or visitors to Aspen.” About 28% of respondents report they spent some hours per week producing goods and services for residents/visitors, with an average of 37 hours per week. These owners work an average of 45 weeks per year producing these services. Combining these measures, the data suggest that each Aspen homeowner works the equivalent of approximately 23percent of a “full time equivalent” worker producing goods and services for Aspen residents/visitors. Put another way, three out of four residences are owned/occupied by persons not contributing to the production of goods and services. Note that these work patterns reflect owners of predominantly larger units, and include a combination of working-age locals as well as retirees and second home owners. (Explanation: 28% spend time x 37 hours x 45 weeks = 466 hours per year per responding household. Using the measure of 2,020 hours available per worker per year, 466/2020 = .23 or 23%.) P40 I. RRC Associates/Rees Consulting Page 37 • While 25% of the sample was made up of homes constructed since 2000, a large share of homes represented in the study were built in 1979 or earlier (43%). The average year of construction was 1981, and the median year of construction was 1987. • Owner household demographics were profiled. The median annual household income of respondents was $250,000 but the average income was $1.3 million. About 43% of respondents reported incomes over $300,000 annually. The median and average age of respondents were both 60 years, with 40% reporting they were 65 years or older. • Remodeling is an activity impacting a large percentage of Aspen homes. About 26% of respondents report they remodeled recently and 10% have plans to remodel. Of those that have remodeled recently, 78% have done so since 2005. About 32% had spent more than $500,000 on their remodels, with an average expenditure of $543,000. Of those with plans to remodel (10% overall) most will do so within the next two years (92%). • About 17percent of respondents report that they have accessory units. The use of these units was measured. About 38% were rented long-term to local residents, 24percent were used as caretaker residences, 19percent were used for guests of the household, and 16percent were used by household members. Only 8percent were reported to be vacant and 3percent were rented short-term. (Note – responses on this question sum to greater than 100percent because of multiple types of use reported.) • The future use of properties was evaluated through the survey and results indicate that most respondents will maintain their current use (68percent) followed by increased personal use (25percent). About 7percent reported that they will retire to Aspen and use the residence as a retirement residence and an additional 4percent expect to become a full time resident of Aspen. In other words, by this measure, about 11percent of all respondents, or 23% of current non-resident respondents, indicate that they will become residents of Aspen, either through retirement or moving as a full time resident. While probably overstated, this is a substantial percentage that indicates potentially significant shifts in the usage of second homes over time. P41 I. RRC Associates/Rees Consulting Page 38 • A primary purpose of the survey was to determine employment associated with Aspen residences and the related costs of maintenance, association fees, etc. These findings are reported in greater detail in the next section of the report. Selected observations include: ƒ About half (45percent) of respondents use or belong to a homeowners association. Fifty-two percent hire contractors and employees to provide services, 27percent hire a property management company and 10percent report an on-site caretaker. About 18percent indicate they do not use outside services for their home. ƒ Of the group that pays dues to a homeowners association (45percent), snow removal, trash removal and lawn and landscape services are the most identified services that are received. Dues average about $5,400 annually. ƒ Similar breakdowns were observed for other types of services used by households including contractors/employees, property management companies, and caretakers. ƒ In addition, the survey looked at other services obtained locally or that were brought to Aspen by second homeowners/part- time residents. These services included chefs/kitchen helpers, personal trainers, child care/nannyies, etc. ƒ The total responses to these questions were analyzed and they became a part of the calculations for Residential Employment summarized below and presented in more detail in the attachments. • Employment and Home Size Relationships were analyzed through the survey. The Residential Study probed four primary categories of employers/employees that are hired to assist in the operation and maintenance of residential units. They include: ƒ Direct hires by homeowners (including caretakers); ƒ Property management firms retained by homeowners to operate and maintain residential properties; ƒ Homeowners associations responsible for operating and maintaining residential properties; and ƒ Other contracted services. P42 I. RRC Associates/Rees Consulting Page 39 For each type of home service owners were asked to report how much they spend per year on each service. Annual spending amounts were converted into direct FTE employment using a combination of wage data and assumptions regarding non-labor costs. The employment estimates resulting from this analysis are similar to, although not quite precisely the same as, “full-time equivalents” (FTE’s). Rather, the employment estimates represent “employee equivalents” for the respective service occupations, i.e. the number of full-time workers that would typically be employed to complete the work, based on existing employment patterns in the respective industries, which presumably includes a blended hybrid of full-time and part-time employees. The job generation rates were found to vary by square footage according to the following exponential function: Equation of Residential Employee Generation by Home Size Total FTE = 0.0976 * e(.0003)(Square Footage) A table in the attachments summarizes the FTE employee generation rates that were calculated by applying the above formula. P43 I. RRC Associates/Rees Consulting Page 40 Section 1 - Aspen Homeowner Survey 2008: Summary of Usage Patterns 1. Predominant use of home*: Valid Percent Local resident occupied (owner-occupied or long-term rental) 58.5% Other: second home / short-term rental / other 41.5% Total 100.0% *Note: A home is classified as "local resident occupied" if it is used as a primary residence of the owner and/or as a long-term rental to local resident at least 26 weeks per year. 2. Annual average weeks of use of home, by predominant use: Predominant Use of Home A. Local resident occupied (owner-occupied or long- term rental) B. Other: second home / short-term rental / other Type of Use: # of Weeks% of Weeks# of Weeks% of Weeks Primary residence of owner 48.593.2%3.77.1% Long term rental to local resident 1.63.1%0.20.3% Vacation home for owner or guest of owner 0.00.1%9.718.7% Short-term vacation rental - occupied by visitors 0.10.3%4.07.7% Business or corporate function 0.00.0%0.10.1% Other 0.00.1%0.61.2% Vacant 1.8 3.4%33.7 64.8% Annual total 52.0100.0%52.0100.0% Observations regarding usage of "local resident occupied" homes (comprising 58.5% of respondent sample): - On average, such homes are occupied by the owner or by a long-term renter for fully 50 weeks per year. These homes are predominantly vacant the remaining 2 weeks per year. Observations regarding usage of "other: second home / short term rental / other" homes (comprising 41.5% of respondent sample): - On average, these homes are vacant 65% of the time (33.7 of 52 weeks per year). - When in use, these homes are most commonly used by the owner as a vacation home or primary residence of owner (26% of weeks), and to a lesser extent, as short-term vacation rentals (8% of weeks), or are used for other purposes (2% of weeks). P44 I. RRC Associates/Rees Consulting Page 41 Section 2 - Home Characteristics Location of Property 2% 2% 2% 3% 5% 5% 13% 13% 27% 28% 0%5%10%15%20%25%30% Castle Creek Cemetery Cove (Truscott) Shadow Mountain Highlands Maroon Creek Smuggler Mountain East of Aspen Downtown West End Other Type of Ownership Free-market housing 89% Deed-restricted affordable housing 11% Residence Type and Average Number of Bedrooms % Average # Bedrooms Single-family house 67%4.17 Duplex 9%3.71 Condominium or townhome 23%2.62 Mobile/modular home 1%2.60 Other 1%0.5 Total 100%3.72 P45 I. RRC Associates/Rees Consulting Page 42 Lot Size 42% 28% 11% 19% 0%5%10%15%20%25%30%35%40%45% Small residential lot (less than 1/3 acre) Large residential lot (1/3 - 1 acre) Small acreage (1 to 5 acres) Not applicable: condo/townhome Finished Square Feet by Unit Type Single-family houseDuplex Condominium or TownhomeOther Total 1 - 999 20 3 23 1000 - 1999 11 1 28 2 42 2000 - 2999 25 11 7 43 3000 - 3999 49 9 5 1 64 4000 - 4999 48 4 6 58 5000 - 5999 28 3 5 36 6000 - 6999 19 2 21 7000 - 7999 8 8 8000 - 8999 5 5 9000 - 9999 3 3 10,000 or more 8 8 Total 204 28 73 2 311 Average Square Feet 4,575 3,164 2,014 1,655 3,782 P46 I. RRC Associates/Rees Consulting Page 43 Section 2 - Homeowner Characteristics What Year Did You Move to Aspen and When Did You Purchase Your Current Residence 0% 5% 10% 15% 20% 25% 30% Before 19601960 - 19691970 - 19791980 - 19891990 - 19992000 - 20042005 or later Moved to Aspen Purchased current residence How many HOURS PER WEEK do you work as an employer or employee producing goods and services for residents and/or visitors to Aspen? None 1% 1 - 5 hours 2% 6 - 10 hours 7% 16 - 20 hours 7% 21 - 25 hours 7% 26 - 30 hours 6% 31 - 35 hours 2% 36 - 40 hours 43% 41 or more hours 26% Total 100% Average 36.9 P47 I. RRC Associates/Rees Consulting Page 44 How many WEEKS PER YEAR do you work as an employer or employee producing goods and services for residents and/or visitors to Aspen? None 1% 1 - 5 weeks 1% 6 - 10 weeks 4% 11 - 15 weeks 1% 16 - 20 weeks 3% 21 - 25 weeks 1% 26 - 30 weeks 1% 31 - 35 weeks 1% 36 - 40 weeks 8% 41 - 45 weeks 3% 46 - 50 weeks 33% 51 - 52 weeks 42% Total 100% Average 44.6 Age of Respondent 0% 3% 8% 21% 29% 27% 13% 0%5%10%15%20%25%30%35% Under 18 25 - 34 35 - 44 45 - 54 55 - 64 65 - 74 75 or older P48 I. RRC Associates/Rees Consulting Page 45 What is your total annual household income? Local Resident 2nd Home Owner Overall $1 - $24,999 1.2% 1% $25,000 - $49,999 7.9% 5% $50,000 - $74,999 9.1% 6% $75,000 - $99,999 5.5%3.2%5% $100,000 - $124,999 14.6%8.4%12% $125,000 - $149,999 4.3% 3% $150,000 - $174,999 9.1%5.3%7% $175,000 - $199,999 2.4%1.1%2% $200,000 - $249,999 6.1%10.5%8% $250,000 - $299,999 9.1%4.2%7% $300,000 - $399,999 4.9%8.4%6% $400,000 - $499,999 3.0%3.2%4% $500,000 - $999,999 13.4%23.2%16% $1,000,000 or more 9.1%32.6%17% Total 100%100%100% Average $506,643 $3,062,263$1,384,060 Median $150,000 $500,000$250,000 Section 3 - Property Use Property Used at Least Once During the Season as a: 68% 28% 9% 2%1%1% 42% 66% 28% 9% 2%1%1% 43% 61% 17% 3%2%0%1% 47% 0% 10% 20% 30% 40% 50% 60% 70% 80% Primary residence for owner Vacation home for owner or guest of owner Short-term vacation rental occupied by visitors Long-term rental to a local resident Business or corporate Other purposesVacant-not occupied Summer Winter Spring/Fall P49 I. RRC Associates/Rees Consulting Page 46 How are the accessory units on your property used? 17% of respondents have accessory units Rented long-term to local resident(s) 38% Caretaker residence 24% Used by visiting guests of owner/household 19% Household/family member use 16% Vacant - not used 8% Rented short-term to visitors 3% Total 108% Who Typically Occupies Your Aspen Home? 85% 80% 51% 23% 22% 5% 3% 2% 0%10%20%30%40%50%60%70%80%90% Self Spouse/partner Children Friends Relatives/other family members Other Housemate(s) to whom you rent a room Business associates Which statements most accurately reflect your intended future use of your residence? Maintain current personal use 68% Increase my personal use of the residence 25% Increase use by friends and family 15% Use the residence as a vacation/short-term rental unit 7% Sell the residence 7% Retire to Aspen and use as retirement residence 7% Become a full-time resident of Aspen 4% Decrease current personal use 2% Rent the residence long-term to local residents 2% Other 1% P50 I. RRC Associates/Rees Consulting Page 47 How much did you, or do you plan to, spend on remodeling? Recently remodeled (26%) Plan to remodel (10%) $1 - $49,999 16%52% $50,000 - $99,999 15%4% $100,000 - $199,999 18%20% $200,000 - $299,999 10%0% $300,000 - $399,999 6%0% $400,000 - $499,999 3%4% $500,000 or more 32%20% Total 100%100% Average $543,899 $225,480 Section 4 - Dues and Services Services Used by Owner 18% 10% 27% 45% 52% 0%10%20%30%40%50%60% None Hire an on-site caretaker Hire a property management company Use or belong to a homeowners association Hire contractors/employees P51 I. RRC Associates/Rees Consulting Page 48 What services does your HOA provide? 45% of households pay dues to an HOA Snow removal 75% Trash removal 61% Lawn/landscape maintenance 53% Building maintenance (interior and/or exterior) 50% Insurance 47% Operation and maintenance of community amenities 33% Cable television 31% Security 21% Rental management 17% Housekeeping/cleaning 12% Swimming pool maintenance - private pool 11% Other 10% HOA dues per year 16% 7% 9% 4% 5% 3% 6% 6% 5% 1% 10% 4% 3% 5% 1% 17% 0%2%4%6%8%10%12%14%16%18% $1 - $499 $500 - $999 $1000 - $1499 $1500 - $1999 $2000 - $2499 $2500 - $2999 $3000 - $3499 $3500 - $3999 $4000 - $4499 $4500 - $4999 $5000 - $5999 $6000 - $6999 $7000 - $7999 $8000 - $8999 $9000 - $9999 $10,000 or more P52 I. RRC Associates/Rees Consulting Page 49 What services do your contractors/employees provide? 52% of households hire contractors/employees Trash removal 75% Cable television 75% Lawn/landscape maintenance 69% Snow removal 67% Insurance 65% Housekeeping/cleaning 64% Security 50% Building maintenance (interior and/or exterior)48% Swimming pool maintenance - private pool 15% Rental management 6% Other 3% What services does your property management company provide? 27% of households hire a property management company Building maintenance (interior and/or exterior) 74% Housekeeping/cleaning 47% Snow removal 44% Lawn/landscape maintenance 32% Rental management 30% Security 30% Trash removal 24% Insurance 12% Cable television 11% Swimming pool maintenance - private pool 2% Other 2% What services does your onsite caretaker provide? 10% of households hire an onsite caretaker Housekeeping/cleaning 67% Building maintenance (interior and/or exterior)62% Lawn/landscape maintenance 51% Snow removal 46% Security 41% Trash removal 33% Swimming pool maintenance - private pool 15% Rental management 13% Cable television 13% Insurance 10% Other 5% P53 I. RRC Associates/Rees Consulting Page 50 How much do you spend each year on the following? Property Management Company On-Site Caretaker Contractors/ employees $1 - $1999 11%17%11% $2000 - $3999 19%10%16% $4000 - $5999 14%13%13% $6000 - $7999 8%0%5% $8000 - $9999 3%0%4% $10,000 - $11,999 7%13%11% $12,000 - $13,999 12%0%2% $14,000 - $15,999 5%7%7% $16,000 or more 21%40%30% Total 100%100%100% Average $14,517 $29,417 $20,898 Median $6,000 $10,000 $10,000 What other services do you obtain? Locally Travels with Household Chef/kitchen help/caterer 65%43% Personal trainer 24%5% Child care provider/nanny 17%57% Other 15%10% Personal assistant 9%10% Driver/pilot 7%33% Concierge/butler 4%14% Total 140%171% How much do you spend each year on the following? Average Median Chef/Kitchen Help/Catering $13,874 $5,000 Child care provider/Nanny $15,586 $2,000 Concierge/Butler $78,333 $80,000 Personal Assistant $41,750 $42,000 Personal Trailer $5,288 $5,000 Driver, Pilot $68,900 $38,500 Other $6,815 $6,000 P54 I. RRC Associates/Rees Consulting Page 51 Section 5 - Employment and Home Size Relationships The City of Aspen homeowner survey gathered information on the employment associated with the operations and maintenance of residential units in Aspen. The Residential Study probed four primary categories of employees that are hired to assist in the operation and maintenance of residential units. They include: ƒ Direct hires by homeowners; ƒ Hires by property management firms retained by homeowners to operate and maintain residential properties; ƒ Hires by homeowners associations responsible for operating and maintaining residential properties; and ƒ Other contracted services. For each type of home service the owner uses (homeowners associations, property management companies, independent contractors, on-site caretakers and other directly hired employees), owners were asked to report how much they spend per year on each service. Annual spending amounts were converted into direct FTE employment using a combination of wage data and assumptions regarding non-labor costs. Wage data was based on annualized wage rates for Pitkin County for specified industry sectors, as extrapolated from 2007 QCEW data. The employment estimates resulting from this analysis are similar to, although not quite precisely the same as, “full-time equivalents” (FTE’s). Rather, the employment estimates represent “employee equivalents” for the respective service occupations, i.e. the number of full-time workers that would typically be employed to complete the work, based on existing employment patterns in the respective industries, which presumably includes a blended hybrid of full-time and part-time employees. The job generation rates were found to vary by square footage according to the following exponential function: Equation of Residential Employee Generation by Home Size Total FTE = 0.0976 * e(.0003)(Square Footage) P55 I. RRC Associates/Rees Consulting Page 52 The following table of FTE employee generation rates was calculated by applying the above formula to the mid-point of each of the residential square- footage categories shown in the first column. Residential Job Generation – All unit types Square Foot Range FTE 500 0.11 1,000 0.13 1,500 0.15 2,000 0.18 2,500 0.21 3,000 0.24 3,500 0.28 4,000 0.32 4,500 0.38 5,000 0.44 5,500 0.51 6,000 0.59 6,500 0.69 7,000 0.80 7,500 0.93 8,000 1.08 8,500 1.25 P56 I. RRC Associates/Rees Consulting Page 53 Aspen-Area Employers Introduction Employers within Aspen and its urban growth boundary were asked to complete a 23-question survey concerning how they feel about the availability of affordable workforce housing, how it is impacting their operations, how their employment levels and the resulting demand for housing may change in the future, and about their provision of housing for their employees. The survey was distributed through a combination of methods aimed at maximizing responses and intended to allow all employers to participate. These methods included: • Via an email from the Aspen Resort and Chamber Association that included a link to an on-line version of the survey and a .pdf version as an attachment that employers could print and fax if desired. • Through direct face-to-face and telephone contact with the 10 largest employers; • By issuance of a press release that provided the addresses for the on-line version of the survey, which resulted in their publication; • By dropping in on employers in the downtown area during their business hours; and, • Through phone calls to approximately 15 of the larger employers (ranked 11 through 25 in terms of number of employees). A total of 98 responses were received from a board representative mix of employers including the 10 largest. Combined, these employers provided jobs to 5,334 employees during the winter and 4,939 during the summer, which equates to approximately 32% of the average of 16,185 jobs in the Aspen area (Aspen zip codes). P57 I. RRC Associates/Rees Consulting Page 54 Key Findings • 86% of employers surveyed feel that the availability of workforce housing in Aspen is the most critical or one of the more serious problems facing the community. • The majority (56%) feel that housing for year-round employees should be the top priority but 38% feel that the housing needs of both year-round and seasonal employees should be considered equally. They perceive that the lowest-wage workers have the greatest difficulty finding housing. • Nearly ¾ of the employers reported that their ability to recruit and retain employees has gotten harder over the past three years. Survey results applied to total employment suggest that 3,475 jobs were difficult to fill and 925 remained unfilled this past year. The numbers were slightly lower during the summer season – 3,000 jobs were hard to fill and 690 remained unfilled. • It does not appear that visa and immigration regulations are impacting employers to the extent that housing is; 55% of employers surveyed reported that visa/immigration limitations have not influenced their ability to hire employees although 16% indicate the regulations have been a major limitation. • Employers report that only 23% of their year-round employees and 34% of their seasonal workers live in Aspen, which is lower than the 47% found from the survey of 575 employees. • About half of the employers surveyed feel that their employment levels will stay about the same during the next five years while 37% anticipate growth in the number of jobs they offer. Only five of the employers surveyed indicated they anticipate a reduction in jobs. • Most employers anticipate the need to replace retiring employees. They estimate that 2.8% of their year-round employees will retire within the next five years. • Although not all employers responded to the question, 58% of the employees working for responding employers live in free-market housing, P58 I. RRC Associates/Rees Consulting Page 55 28% live in housing provided by the employer and 14% live in other employee housing. • The employers surveyed provide a total of 768 employee housing units during the winter, with a total of 1,897 bedrooms. Slightly fewer units are provided during the summer months – 644 units with 1,392 bedrooms. • Many employers indicated they might be willing to provide more housing assistance than they now offer. Only 27% indicated they would not consider offering any of the six types of housing assistance tested. P59 I. RRC Associates/Rees Consulting Page 56 Section 1 - Housing–Related Employer Problems Employer Perceptions about Workforce Housing and Hiring Employees 1% 4% 9% 59% 27% 2% 25% 72% 1% 56% 6% 38% 0%10%20%30%40%50%60%70%80% Not a problem One of the Town's lesser problems A moderate problem One of the more serious problems The most critical problem in the Town Improved/gotten easier Stayed about the same Declined/gotten harder Don't know/not applicable Year-round employees Seasonal employees Both are equal The availability of workforce housing in the City of Aspen is: The ability to recruit and retain employees over the past three years has: Which segment of the workforce should be TOP priortiy for affordable housing? Difficult to Fill and Unfilled Jobs SummerWinter Total Jobs (See State of Aspen report) 15,43116,938 Jobs -- Employers Surveyed 4,9395,334 Percent of Total 32.0%31.5% Unfilled Jobs -- Employers Surveyed 221291 Percent of Total 32.0%31.5% Estimate of Total Unfilled Jobs 690924 Diffcult to Fill Jobs -- Employers Surveyed 9601,094 Percent of Total 32.0%31.5% Estimate of Total Difficult to Fill Jobs 2,9993,474 P60 I. RRC Associates/Rees Consulting Page 57 Employees who Left or Rejected Employment Primary Reason # Employees (survey = 32% of total) Estimate of Total Employees Lacked housing 495 1,547 Lacked transportation 84 263 Lacked day care 84 263 Found cost of living in the area was too high 618 1,931 TOTAL 1,281 4,003 Extent to Which Employees Have Difficulty Locating Housing 1 = No Difficulty; 5 = Major Difficulty 4.3 4.3 4.2 4.2 4.2 4.1 3.9 3.9 3.73.83.944.14.24.34.4 Seasonal workers Retail/Service clerks General labor/service Entry level professionals Mid-Management Office support staff Upper Management Other How Visa/Immigration Limitations have Influenced Ability to Hire Employees Not at all 55%Somewhat 29% A major limitation 16% P61 I. RRC Associates/Rees Consulting Page 58 Section 2 - Employment and Commuting Number of Employees in the Next 5 Years Increase your number of employees 37% Reduce your number of employees 3% Stay about the same 49% Don't know 11% Where Aspen Workers Live Where Live % Year Round% Seasonal Snowmass Village 6.1%16.7% Aspen 23.3%33.9% Woody Creek 1.2%2.6% Old Snowmass 1.4%1.8% Basalt 14.3%14.7% El Jebel 13.4%9.8% Carbondale 20.3%12.9% Glenwood Springs 13.8%4.3% New Castle/Silt/Rifle/Parachute 5.5%3.3% Other 0.7%0.0% Total 100.0%100.0% P62 I. RRC Associates/Rees Consulting Page 59 Commuting Options Provided by Employers 13.5% 57.2% 12.0% 11.5% 0.0% 5.8% 0%10%20%30%40%50%60%70% Bus/shuttle service (operated by your business) Bus passes/coupons Car pooling/van pooling On-site company vehicle for employee errands Travel stipend Telecommuting Employer Estimates of Retiring Employees # Employees Retiring In 1 Year In 2 Years In 5 Years 0 73.857.123.8 1 11.921.428.6 2 4.814.321.4 3 4.84.87.1 5 2.42.411.9 8 2.4 2.4 13 2.4 18 2.4 100%100%100% Employer Estimates of Number of Retiring Employees # Will Retire % of Year Round Employees In 1 Year 28 .8% In 2 Years 32 .9% In 5 Years 103 2.8% P63 I. RRC Associates/Rees Consulting Page 60 Section 3 - Employee Housing How Employees Are Housed In Aspen Elsewhere in Region Total % of Total Housing provided by employer 380422802 28.1% Other employee housing 261137398 14.0% Free market housing 3571,2931,650 57.9% Provision of Employee Housing Year Round Total Summer Total Winter Total Units Provided 319644768 Total Bedrooms Provided 5571,3921,897 Avg Bedrooms per Unit 1.72.62.4 Type of Assistance Now Provided or Would Consider Providing 57% 30% 24% 20% 15% 9% 6% 52% 50% 45% 41% 27% 17% 3% 0%10%20%30%40%50%60% Assist employees with housing search Purchase and own units that you rent to employees Master lease units rented to employees Provide rent subsidies None of the above other assistance Down payment assistance Currently Provide Would Consider P64 I. RRC Associates/Rees Consulting Page 61 Appendix A - Homeowner Project Profiles P65 I. RRC Associates/Rees Consulting Page 62 Project Information - Overall Which best describes your household How far do you travel to work one way I live alone 40% Less than 1/4 mile 15% Family members only 41% 1/4 to 1/2 mile 13% Family members and unrelated roommates 2% 1/2 to 1 mile 16% Unrelated roommates 8% 1 to 2 miles 22% Unmarried couple 9% 2 to 5 miles 27% More than 5 miles 7% Average Household Size 2.1 Do you have children at home under age 6 Which best describes your satisfaction with your current residence No 85% 1 - Very Satisfied 51% Yes 15% 2 - Somewhat Satisfied 37% 3 - Somewhat Dissatisfied 9% Do you have children at home between age 6 and 18 4 - Very Dissatisfied 3% No 81% Rate the following for where you live Yes 19% Average 1 -Not at all Satisfied to 5 - Very Satisfied Within the next five years would you like to move into another home in the Aspen area No 41% Yes 59% What is the total monthly rent or mortgage payment for your residence None, do not pay rent or mortgage 5% $250 - $499 6% $500 - $749 21% $750 - $999 24% $1000 - $1249 20% $1250 - $1499 8% $1500 - $1749 6% $1750 - $1999 4% $2000 or more 6% Median $929 What is the total annual income of all household members combined Under $25,000 6% $25,000 - $49,999 32% $50,000 - $74,999 30% $75,000 - $99,999 16% $100,000 - $149,999 14% $150,000 or more 1% Median $63,012 3.9 3.8 3.8 3.8 3.6 3.5 3.4 3.4 3.3 3.3 3.3 3.3 3.1 3.8 3.6 3.4 3.4 3.4 3.3 3.2 3.2 3.2 4.6 4.6 4.6 4.5 4.4 4.3 3.5 012345 TYPE OF UNIT SIZE OF UNIT SUNLIGHT NUMBER OF BATHROOMS WINDOWS SIZE OF BATHROOMS KITCHEN HEATING SYSTEM CLOSET SPACE INTERIOR FINISH APPLIANCES STORAGE ENERGY EFFICIENCY DUMPSTER/TRASH REMOVAL LAUNDRY FACILITIES EXTERIOR APPEARANCE LANDSCAPING EXTERIOR LIGHTING PARKING COMMON AMENITIES PLAY AREAS PETS LOCATION PROXIMITY TO BUS STOPS BIKE PATH/TRAIL ACCESS SENSE OF SAFETY NEIGHBORHOOD SURROUNDING USES SOUND LEVELS P66 I. RRC Associates/Rees Consulting Page 63 Rental Group 1: Alpina Haus, Aspen Country Inn, Beaumont (Hospital), Maroon Creek Club Which best describes your household How far do you travel to work one way I live alone 67% Less than 1/4 mile 16% Family members only 22% 1/4 to 1/2 mile 6% Family members and unrelated roommates 0% 1/2 to 1 mile 9% Unrelated roommates 3% 1 to 2 miles 22% Unmarried couple 8% 2 to 5 miles 31% More than 5 miles 16% Average Household Size 1.7 Do you have children at home under age 6 Which best describes your satisfaction with your current residence No 89% 1 - Very Satisfied 57% Yes 11% 2 - Somewhat Satisfied 31% 3 - Somewhat Dissatisfied 6% Do you have children at home between age 6 and 18 4 - Very Dissatisfied 6% No 86% Rate the following for where you live Yes 14% Average 1 -Not at all Satisfied to 5 - Very Satisfied Within the next five years would you like to move into another home in the Aspen area No 31% Yes 69% What is the total monthly rent for your residence None, do not pay rent 3% $250 - $499 23% $500 - $749 11% $750 - $999 60% $1000 - $1249 0% $1250 - $1499 3% $1500 - $1749 0% $1750 - $1999 0% $2000 or more 0% Median $761 What is the total annual income of all household members combined Under $25,000 24% $25,000 - $49,999 58% $50,000 - $74,999 12% $75,000 - $99,999 3% $100,000 - $149,999 3% $150,000 or more 0% Median $30,000 3.8 3.7 3.7 3.5 3.4 3.4 3.2 3.2 3.1 3.1 3.0 3.0 2.9 4.0 3.9 3.9 3.8 3.7 3.3 3.1 3.0 2.8 4.5 4.3 4.3 4.3 4.2 4.1 3.4 0.01.02.03.04.05.0 TYPE OF UNIT SIZE OF UNIT WINDOWS SUNLIGHT INTERIOR FINISH HEATING SYSTEM STORAGE ENERGY EFFICIENCY NUMBER OF BATHROOMS SIZE OF BATHROOMS CLOSET SPACE APPLIANCES KITCHEN DUMPSTER/TRASH REMOVAL EXTERIOR APPEARANCE EXTERIOR LIGHTING PARKING LANDSCAPING LAUNDRY FACILITIES PLAY AREAS COMMON AMENITIES PETS PROXIMITY TO BUS STOPS LOCATION BIKE PATH/TRAIL ACCESS NEIGHBORHOOD SENSE OF SAFETY SURROUNDING USES SOUND LEVELS P67 I. RRC Associates/Rees Consulting Page 64 Rental Group 2: Mountain Oaks, Hunter Longhouse, Ute City Place, Ullr Commons Which best describes your household How far do you travel to work one way I live alone 43% Less than 1/4 mile 54% Family members only 21% 1/4 to 1/2 mile 12% Family members and unrelated roommates 0% 1/2 to 1 mile 12% Unrelated roommates 29% 1 to 2 miles 15% Unmarried couple 7% 2 to 5 miles 8% More than 5 miles 0% Average Household Size 1.6 Do you have children at home under age 6 Which best describes your satisfaction with your current residence No 93% 1 - Very Satisfied 32% Yes 7% 2 - Somewhat Satisfied 43% 3 - Somewhat Dissatisfied 25% Do you have children at home between age 6 and 18 4 - Very Dissatisfied 0% No 96% Rate the following for where you live Yes 4% Average 1 -Not at all Satisfied to 5 - Very Satisfied Within the next five years would you like to move into another home in the Aspen area No 26% Yes 74% What is the total monthly rent for your residence None, do not pay rent 4% $250 - $499 8% $500 - $749 8% $750 - $999 50% $1000 - $1249 19% $1250 - $1499 8% $1500 - $1749 $1750 - $1999 $2000 or more 4% Median $901 What is the total annual income of all household members combined Under $25,000 12% $25,000 - $49,999 27% $50,000 - $74,999 42% $75,000 - $99,999 4% $100,000 - $149,999 12% $150,000 or more 4% Median $52,000 3.8 3.7 3.7 3.5 3.4 3.4 3.2 3.2 3.1 3.1 3.0 3.0 2.9 4.0 3.9 3.9 3.8 3.7 3.3 3.1 3.0 2.8 4.5 4.3 4.3 4.3 4.2 4.1 3.4 0.01.02.03.04.05.0 TYPE OF UNIT SIZE OF UNIT WINDOWS SUNLIGHT INTERIOR FINISH HEATING SYSTEM STORAGE ENERGY EFFICIENCY NUMBER OF BATHROOMS SIZE OF BATHROOMS CLOSET SPACE APPLIANCES KITCHEN DUMPSTER/TRASH REMOVAL EXTERIOR APPEARANCE EXTERIOR LIGHTING PARKING LANDSCAPING LAUNDRY FACILITIES PLAY AREAS COMMON AMENITIES PETS PROXIMITY TO BUS STOPS LOCATION BIKE PATH/TRAIL ACCESS NEIGHBORHOOD SENSE OF SAFETY SURROUNDING USES SOUND LEVELS P68 I. RRC Associates/Rees Consulting Page 65 Centennial Rental Units Which best describes your household How far do you travel to work one way I live alone 50% Less than 1/4 mile 24% Family members only 16% 1/4 to 1/2 mile 29% Family members and unrelated roommates 0% 1/2 to 1 mile 18% Unrelated roommates 22% 1 to 2 miles 6% Unmarried couple 12% 2 to 5 miles 14% More than 5 miles 8% Average Household Size 1.7 Do you have children at home under age 6 Which best describes your satisfaction with your current residence No 96% 1 - Very Satisfied 40% Yes 4% 2 - Somewhat Satisfied 44% 3 - Somewhat Dissatisfied 16% Do you have children at home between age 6 and 18 4 - Very Dissatisfied 0% No 98% Rate the following for where you live Yes 2% Average 1 -Not at all Satisfied to 5 - Very Satisfied Within the next five years would you like to move into another home in the Aspen area No 10% Yes 90% What is the total monthly rent for your residence None, do not pay rent 0% $250 - $499 0% $500 - $749 0% $750 - $999 27% $1000 - $1249 20% $1250 - $1499 24% $1500 - $1749 16% $1750 - $1999 8% $2000 or more 4% Median $1,313 What is the total annual income of all household members combined Under $25,000 4% $25,000 - $49,999 24% $50,000 - $74,999 47% $75,000 - $99,999 11% $100,000 - $149,999 13% $150,000 or more 0% Median $55,000 4.0 3.8 3.8 3.7 3.6 3.5 3.3 3.2 3.1 3.0 3.0 2.9 2.4 3.5 3.3 3.1 3.0 2.8 2.8 2.8 2.7 2.6 4.8 4.7 4.6 4.6 4.3 4.3 3.0 0.01.02.03.04.05.06.0 SUNLIGHT SIZE OF UNIT STORAGE TYPE OF UNIT NUMBER OF BATHROOMS CLOSET SPACE WINDOWS KITCHEN HEATING SYSTEM SIZE OF BATHROOMS APPLIANCES INTERIOR FINISH ENERGY EFFICIENCY DUMPSTER/TRASH REMOVAL EXTERIOR LIGHTING PLAY AREAS LANDSCAPING LAUNDRY FACILITIES COMMON AMENITIES PETS EXTERIOR APPEARANCE PARKING PROXIMITY TO BUS STOPS BIKE PATH/TRAIL ACCESS LOCATION SENSE OF SAFETY NEIGHBORHOOD SURROUNDING USES SOUND LEVELS P69 I. RRC Associates/Rees Consulting Page 66 Truscott Place Which best describes your household How far do you travel to work one way I live alone 75% Less than 1/4 mile 2% Family members only 15% 1/4 to 1/2 mile 6% Family members and unrelated roommates 1/2 to 1 mile 10% Unrelated roommates 6% 1 to 2 miles 36% Unmarried couple 4% 2 to 5 miles 36% More than 5 miles 10% Average Household Size 1.3 Do you have children at home under age 6 Which best describes your satisfaction with your current residence No 96% 1 - Very Satisfied 41% Yes 4% 2 - Somewhat Satisfied 43% 3 - Somewhat Dissatisfied 10% Do you have children at home between age 6 and 18 4 - Very Dissatisfied 6% No 98% Rate the following for where you live Yes 2% Average 1 -Not at all Satisfied to 5 - Very Satisfied Within the next five years would you like to move into another home in the Aspen area No 29% Yes 71% What is the total monthly rent for your residence None, do not pay rent 0% $250 - $499 2% $500 - $749 56% $750 - $999 21% $1000 - $1249 19% $1250 - $1499 0% $1500 - $1749 0% $1750 - $1999 2% $2000 or more 0% Median $719 What is the total annual income of all household members combined Under $25,000 10% $25,000 - $49,999 54% $50,000 - $74,999 23% $75,000 - $99,999 6% $100,000 - $149,999 6% $150,000 or more 0% Median $40,000 4.0 3.8 3.8 3.6 3.6 3.6 3.5 3.5 3.4 3.3 3.2 3.2 3.2 3.6 3.5 3.3 3.3 3.2 3.2 3.0 3.0 2.5 4.5 4.3 4.0 3.9 3.9 3.8 3.2 0.01.02.03.04.05.0 NUMBER OF BATHROOMS HEATING SYSTEM SIZE OF BATHROOMS TYPE OF UNIT KITCHEN ENERGY EFFICIENCY SIZE OF UNIT WINDOWS INTERIOR FINISH SUNLIGHT STORAGE CLOSET SPACE APPLIANCES DUMPSTER/TRASH REMOVAL LAUNDRY FACILITIES EXTERIOR LIGHTING LANDSCAPING PLAY AREAS COMMON AMENITIES EXTERIOR APPEARANCE PARKING PETS BIKE PATH/TRAIL ACCESS PROXIMITY TO BUS STOPS SENSE OF SAFETY LOCATION SURROUNDING USES NEIGHBORHOOD SOUND LEVELS P70 I. RRC Associates/Rees Consulting Page 67 Castle Ridge Which best describes your household How far do you travel to work one way I live alone 37% Less than 1/4 mile 14% Family members only 33% 1/4 to 1/2 mile 7% Family members and unrelated roommates 0% 1/2 to 1 mile 14% Unrelated roommates 13% 1 to 2 miles 45% Unmarried couple 17% 2 to 5 miles 17% More than 5 miles 3% Average Household Size 1.9 Do you have children at home under age 6 Which best describes your satisfaction with your current residence No 87% 1 - Very Satisfied 14% Yes 13% 2 - Somewhat Satisfied 64% 3 - Somewhat Dissatisfied 14% Do you have children at home between age 6 and 18 4 - Very Dissatisfied 7% No 93% Rate the following for where you live Yes 7% Average 1 -Not at all Satisfied to 5 - Very Satisfied Within the next five years would you like to move into another home in the Aspen area No 7% Yes 93% What is the total monthly rent for your residence None, do not pay rent 0% $250 - $499 3% $500 - $749 30% $750 - $999 10% $1000 - $1249 40% $1250 - $1499 13% $1500 - $1749 3% $1750 - $1999 0% $2000 or more 0% Median $1,152 What is the total annual income of all household members combined Under $25,000 7% $25,000 - $49,999 43% $50,000 - $74,999 21% $75,000 - $99,999 11% $100,000 - $149,999 18% $150,000 or more 0% Median $46,096 4.1 3.8 3.8 3.5 3.4 3.3 3.2 3.2 3.1 3.1 3.0 2.7 2.2 3.1 3.1 3.0 3.0 2.8 2.8 2.7 2.7 2.4 4.6 4.6 4.4 4.4 4.2 4.0 3.2 0.01.02.03.04.05.0 NUMBER OF BATHROOMS TYPE OF UNIT SIZE OF UNIT STORAGE SIZE OF BATHROOMS SUNLIGHT HEATING SYSTEM CLOSET SPACE KITCHEN APPLIANCES WINDOWS INTERIOR FINISH ENERGY EFFICIENCY DUMPSTER/TRASH REMOVAL LAUNDRY FACILITIES EXTERIOR APPEARANCE PARKING EXTERIOR LIGHTING LANDSCAPING PLAY AREAS COMMON AMENITIES PETS BIKE PATH/TRAIL ACCESS PROXIMITY TO BUS STOPS SENSE OF SAFETY LOCATION NEIGHBORHOOD SURROUNDING USES SOUND LEVELS P71 I. RRC Associates/Rees Consulting Page 68 Ownership Group 1: Annie Mitchell, Benedict Commons, Hunter Creek Which best describes your household How far do you travel to work one way I live alone 44% Less than 1/4 mile 21% Family members only 29% 1/4 to 1/2 mile 15% Family members and unrelated roommates 0% 1/2 to 1 mile 9% Unrelated roommates 15% 1 to 2 miles 21% Unmarried couple 12% 2 to 5 miles 30% More than 5 miles 3% Average Household Size 1.7 Do you have children at home under age 6 Which best describes your satisfaction with your current residence No 94% 1 - Very Satisfied 50% Yes 6% 2 - Somewhat Satisfied 38% 3 - Somewhat Dissatisfied 9% Do you have children at home between age 6 and 18 4 - Very Dissatisfied 3% No 91% Rate the following for where you live Yes 9% Average 1 -Not at all Satisfied to 5 - Very Satisfied Within the next five years would you like to move into another home in the Aspen area No 32% Yes 68% What is the total monthly mortgage payment for your residence None, do not pay mortgage 15% $250 - $499 21% $500 - $749 47% $750 - $999 9% $1000 - $1249 9% $1250 - $1499 0% $1500 - $1749 0% $1750 - $1999 0% $2000 or more 0% Median $600 What is the total annual income of all household members combined Under $25,000 6% $25,000 - $49,999 31% $50,000 - $74,999 28% $75,000 - $99,999 25% $100,000 - $149,999 6% $150,000 or more 3% Median $60,000 3.8 3.7 3.7 3.6 3.4 3.3 3.3 3.3 3.2 3.1 3.1 3.1 3.1 4.1 4.0 4.0 3.7 3.6 3.5 3.4 3.2 3.1 4.8 4.5 4.5 4.4 4.3 4.1 2.9 0.01.02.03.04.05.06.0 HEATING SYSTEM SUNLIGHT WINDOWS TYPE OF UNIT CLOSET SPACE STORAGE KITCHEN APPLIANCES ENERGY EFFICIENCY NUMBER OF BATHROOMS SIZE OF UNIT SIZE OF BATHROOMS INTERIOR FINISH PARKING DUMPSTER/TRASH REMOVAL EXTERIOR LIGHTING COMMON AMENITIES LAUNDRY FACILITIES LANDSCAPING PETS EXTERIOR APPEARANCE PLAY AREAS BIKE PATH/TRAIL ACCESS PROXIMITY TO BUS STOPS LOCATION SENSE OF SAFETY NEIGHBORHOOD SURROUNDING USES SOUND LEVELS P72 I. RRC Associates/Rees Consulting Page 69 Ownership Group 2: Common Ground, Lone Pine, Midland Park, Williams Woods Which best describes your household How far do you travel to work one way I live alone 40% Less than 1/4 mile 19% Family members only 55% 1/4 to 1/2 mile 19% Family members and unrelated roommates 0% 1/2 to 1 mile 31% Unrelated roommates 0% 1 to 2 miles 6% Unmarried couple 5% 2 to 5 miles 19% More than 5 miles 6% Average Household Size 2.1 Do you have children at home under age 6 Which best describes your satisfaction with your current residence No 83% 1 - Very Satisfied 62% Yes 17% 2 - Somewhat Satisfied 33% 3 - Somewhat Dissatisfied 3% Do you have children at home between age 6 and 18 4 - Very Dissatisfied 3% No 73% Rate the following for where you live Yes 27% Average 1 -Not at all Satisfied to 5 - Very Satisfied Within the next five years would you like to move into another home in the Aspen area No 64% Yes 36% What is the total monthly mortgage payment for your residence None, do not pay mortgage 14% $250 - $499 11% $500 - $749 22% $750 - $999 14% $1000 - $1249 17% $1250 - $1499 17% $1500 - $1749 6% $1750 - $1999 0% $2000 or more 0% Median $793 What is the total annual income of all household members combined Under $25,000 3% $25,000 - $49,999 22% $50,000 - $74,999 25% $75,000 - $99,999 25% $100,000 - $149,999 25% $150,000 or more 0% Median $72,500 4.3 4.0 3.9 3.7 3.7 3.5 3.4 3.2 3.2 3.2 2.9 2.6 2.4 4.2 4.1 4.1 3.8 3.6 3.5 3.5 3.4 3.4 4.9 4.9 4.9 4.8 4.7 4.6 3.8 0.01.02.03.04.05.06.0 SUNLIGHT TYPE OF UNIT WINDOWS APPLIANCES SIZE OF UNIT KITCHEN NUMBER OF BATHROOMS CLOSET SPACE SIZE OF BATHROOMS INTERIOR FINISH HEATING SYSTEM STORAGE ENERGY EFFICIENCY LANDSCAPING LAUNDRY FACILITIES EXTERIOR APPEARANCE DUMPSTER/TRASH REMOVAL COMMON AMENITIES PARKING PETS EXTERIOR LIGHTING PLAY AREAS BIKE PATH/TRAIL ACCESS PROXIMITY TO BUS STOPS LOCATION SENSE OF SAFETY SURROUNDING USES NEIGHBORHOOD SOUND LEVELS P73 I. RRC Associates/Rees Consulting Page 70 Ownership Group 3: Five Trees, Little Ajax, Snyder, Stillwater, Williams Ranch Which best describes your household How far do you travel to work one way I live alone 14% Less than 1/4 mile 17% Family members only 81% 1/4 to 1/2 mile 10% Family members and unrelated roommates 2% 1/2 to 1 mile 22% Unrelated roommates 0% 1 to 2 miles 24% Unmarried couple 2% 2 to 5 miles 24% More than 5 miles 2% Average Household Size 3.1 Do you have children at home under age 6 Which best describes your satisfaction with your current residence No 74% 1 - Very Satisfied 88% Yes 26% 2 - Somewhat Satisfied 9% 3 - Somewhat Dissatisfied 2% Do you have children at home between age 6 and 18 4 - Very Dissatisfied 0% No 42% Rate the following for where you live Yes 58% Average 1 -Not at all Satisfied to 5 - Very Satisfied Within the next five years would you like to move into another home in the Aspen area No 80% Yes 20% What is the total monthly mortgage payment for your residence None, do not pay mortgage 0% $250 - $499 0% $500 - $749 5% $750 - $999 16% $1000 - $1249 16% $1250 - $1499 13% $1500 - $1749 8% $1750 - $1999 16% $2000 or more 27% Median $1,450 What is the total annual income of all household members combined Under $25,000 0% $25,000 - $49,999 17% $50,000 - $74,999 14% $75,000 - $99,999 29% $100,000 - $149,999 31% $150,000 or more 9% Median $90,000 4.6 4.4 4.4 4.0 3.9 3.8 3.8 3.6 3.5 3.5 3.4 3.4 3.3 4.5 4.1 3.9 3.8 3.8 3.8 3.5 3.5 3.5 4.9 4.9 4.9 4.8 4.6 4.5 4.4 0.01.02.03.04.05.06.0 TYPE OF UNIT SUNLIGHT SIZE OF UNIT WINDOWS NUMBER OF BATHROOMS KITCHEN CLOSET SPACE INTERIOR FINISH SIZE OF BATHROOMS HEATING SYSTEM APPLIANCES ENERGY EFFICIENCY STORAGE PETS EXTERIOR APPEARANCE DUMPSTER/TRASH REMOVAL LANDSCAPING COMMON AMENITIES EXTERIOR LIGHTING LAUNDRY FACILITIES PARKING PLAY AREAS LOCATION SENSE OF SAFETY SURROUNDING USES NEIGHBORHOOD BIKE PATH/TRAIL ACCESS SOUND LEVELS PROXIMITY TO BUS STOPS P74 I. RRC Associates/Rees Consulting Page 71 Centennial Ownership Which best describes your household How far do you travel to work one way I live alone 40% Less than 1/4 mile 8% Family members only 38% 1/4 to 1/2 mile 15% Family members and unrelated roommates 0% 1/2 to 1 mile 25% Unrelated roommates 2% 1 to 2 miles 15% Unmarried couple 19% 2 to 5 miles 30% More than 5 miles 8% Average Household Size 1.8 Do you have children at home under age 6 Which best describes your satisfaction with your current residence No 98% 1 - Very Satisfied 44% Yes 2% 2 - Somewhat Satisfied 41% 3 - Somewhat Dissatisfied 7% Do you have children at home between age 6 and 18 4 - Very Dissatisfied 7% No 88% Rate the following for where you live Yes 12% Average 1 -Not at all Satisfied to 5 - Very Satisfied Within the next five years would you like to move into another home in the Aspen area No 54% Yes 46% What is the total monthly mortgage payment for your residence None, do not pay mortgage 11% $250 - $499 3% $500 - $749 26% $750 - $999 26% $1000 - $1249 32% $1250 - $1499 0% $1500 - $1749 0% $1750 - $1999 3% $2000 or more 0% Median $800 What is the total annual income of all household members combined Under $25,000 0% $25,000 - $49,999 21% $50,000 - $74,999 51% $75,000 - $99,999 23% $100,000 - $149,999 3% $150,000 or more 3% Median $60,000 4.1 3.8 3.8 3.7 3.3 3.2 3.2 3.1 3.1 3.0 2.9 2.7 2.1 3.9 3.9 3.9 3.6 3.4 3.4 3.3 3.1 3.0 4.7 4.7 4.6 4.6 4.4 4.4 3.0 0.01.02.03.04.05.0 SUNLIGHT TYPE OF UNIT NUMBER OF BATHROOMS SIZE OF UNIT STORAGE WINDOWS KITCHEN INTERIOR FINISH APPLIANCES SIZE OF BATHROOMS HEATING SYSTEM CLOSET SPACE ENERGY EFFICIENCY PETS DUMPSTER/TRASH REMOVAL LAUNDRY FACILITIES EXTERIOR LIGHTING LANDSCAPING PARKING PLAY AREAS EXTERIOR APPEARANCE COMMON AMENITIES LOCATION BIKE PATH/TRAIL ACCESS SENSE OF SAFETY PROXIMITY TO BUS STOPS SURROUNDING USES NEIGHBORHOOD SOUND LEVELS P75 I. RRC Associates/Rees Consulting Page 72 Burlingame Ranch Which best describes your household How far do you travel to work one way I live alone 13% Less than 1/4 mile 0% Family members only 80% 1/4 to 1/2 mile 5% Family members and unrelated roommates 3% 1/2 to 1 mile 8% Unrelated roommates 0% 1 to 2 miles 34% Unmarried couple 5% 2 to 5 miles 47% More than 5 miles 5% Average Household Size 2.9 Do you have children at home under age 6 Which best describes your satisfaction with your current residence No 41% 1 - Very Satisfied 54% Yes 59% 2 - Somewhat Satisfied 39% 3 - Somewhat Dissatisfied 7% Do you have children at home between age 6 and 18 4 - Very Dissatisfied 0% No 80% Rate the following for where you live Yes 20% Average 1 -Not at all Satisfied to 5 - Very Satisfied Within the next five years would you like to move into another home in the Aspen area No 46% Yes 54% What is the total monthly mortgage payment for your residence None, do not pay mortgage 0% $250 - $499 3% $500 - $749 8% $750 - $999 24% $1000 - $1249 24% $1250 - $1499 8% $1500 - $1749 8% $1750 - $1999 5% $2000 or more 22% Median $1,200 What is the total annual income of all household members combined Under $25,000 0% $25,000 - $49,999 29% $50,000 - $74,999 39% $75,000 - $99,999 18% $100,000 - $149,999 11% $150,000 or more 3% Median $60,000 4.6 4.4 4.3 4.3 4.3 4.2 4.2 4.1 4.1 4.0 4.0 3.8 3.8 4.6 3.9 3.8 3.4 3.2 3.2 2.9 2.7 2.2 4.7 4.7 4.6 4.5 4.5 4.4 4.0 0.01.02.03.04.05.0 ENERGY EFFICIENCY SIZE OF UNIT KITCHEN SIZE OF BATHROOMS HEATING SYSTEM SUNLIGHT TYPE OF UNIT WINDOWS INTERIOR FINISH NUMBER OF BATHROOMS CLOSET SPACE STORAGE APPLIANCES LAUNDRY FACILITIES DUMPSTER/TRASH REMOVAL EXTERIOR APPEARANCE COMMON AMENITIES PETS EXTERIOR LIGHTING PLAY AREAS LANDSCAPING PARKING SENSE OF SAFETY NEIGHBORHOOD PROXIMITY TO BUS STOPS LOCATION BIKE PATH/TRAIL ACCESS SURROUNDING USES SOUND LEVELS P76 I. RRC Associates/Rees Consulting Page 73 Smuggler Subdivision Which best describes your household How far do you travel to work one way I live alone 26% Less than 1/4 mile 11% Family members only 39% 1/4 to 1/2 mile 25% Family members and unrelated roommates 13% 1/2 to 1 mile 32% Unrelated roommates 13% 1 to 2 miles 11% Unmarried couple 10% 2 to 5 miles 21% More than 5 miles 0% Average Household Size 2.5 Do you have children at home under age 6 Which best describes your satisfaction with your current residence No 97% 1 - Very Satisfied 77% Yes 3% 2 - Somewhat Satisfied 16% 3 - Somewhat Dissatisfied 6% Do you have children at home between age 6 and 18 4 - Very Dissatisfied 0% No 84% Rate the following for where you live Yes 16% Average 1 -Not at all Satisfied to 5 - Very Satisfied Within the next five years would you like to move into another home in the Aspen area No 77% Yes 23% What is the total monthly mortgage payment for your residence None, do not pay mortgage 15% $250 - $499 4% $500 - $749 7% $750 - $999 19% $1000 - $1249 19% $1250 - $1499 4% $1500 - $1749 0% $1750 - $1999 15% $2000 or more 18% Median $1,140 What is the total annual income of all household members combined Under $25,000 4% $25,000 - $49,999 23% $50,000 - $74,999 19% $75,000 - $99,999 19% $100,000 - $149,999 27% $150,000 or more 8% Median $77,500 4.3 4.3 4.1 4.0 4.0 4.0 4.0 3.9 3.9 3.7 3.7 3.5 3.5 4.5 4.1 4.1 4.1 4.1 3.8 3.8 3.6 3.6 4.9 4.8 4.8 4.8 4.6 4.6 4.1 0.01.02.03.04.05.06.0 SUNLIGHT NUMBER OF BATHROOMS SIZE OF UNIT KITCHEN SIZE OF BATHROOMS HEATING SYSTEM WINDOWS TYPE OF UNIT APPLIANCES INTERIOR FINISH CLOSET SPACE ENERGY EFFICIENCY STORAGE DUMPSTER/TRASH REMOVAL LAUNDRY FACILITIES PETS LANDSCAPING PARKING EXTERIOR APPEARANCE EXTERIOR LIGHTING COMMON AMENITIES PLAY AREAS LOCATION SENSE OF SAFETY PROXIMITY TO BUS STOPS BIKE PATH/TRAIL ACCESS NEIGHBORHOOD SURROUNDING USES SOUND LEVELS P77 I. RRC Associates/Rees Consulting Page 74 Aspen Highlands Village Which best describes your household How far do you travel to work one way I live alone 14% Less than 1/4 mile 13% Family members only 75% 1/4 to 1/2 mile 0% Family members and unrelated roommates 7% 1/2 to 1 mile 4% Unrelated roommates 0% 1 to 2 miles 29% Unmarried couple 4% 2 to 5 miles 33% More than 5 miles 21% Average Household Size 2.9 Do you have children at home under age 6 Which best describes your satisfaction with your current residence No 69% 1 - Very Satisfied 43% Yes 31% 2 - Somewhat Satisfied 46% 3 - Somewhat Dissatisfied 11% Do you have children at home between age 6 and 18 4 - Very Dissatisfied 0% No 33% Rate the following for where you live Yes 67% Average 1 -Not at all Satisfied to 5 - Very Satisfied Within the next five years would you like to move into another home in the Aspen area No 44% Yes 56% What is the total monthly mortgage payment for your residence None, do not pay mortgage 0% $250 - $499 0% $500 - $749 12% $750 - $999 16% $1000 - $1249 28% $1250 - $1499 8% $1500 - $1749 28% $1750 - $1999 0% $2000 or more 8% Median $1,200 What is the total annual income of all household members combined Under $25,000 4% $25,000 - $49,999 27% $50,000 - $74,999 23% $75,000 - $99,999 27% $100,000 - $149,999 19% $150,000 or more 0% Median $70,000 4.3 4.0 3.9 4.1 4.0 4.3 4.0 3.7 3.7 4.0 3.5 3.9 3.5 4.1 4.5 3.8 3.6 4.1 4.1 3.6 3.8 4.1 4.8 4.8 4.9 4.8 4.6 4.6 4.1 0.01.02.03.04.05.06.0 NUMBER OF BATHROOMS SIZE OF BATHROOMS TYPE OF UNIT SIZE OF UNIT KITCHEN SUNLIGHT WINDOWS CLOSET SPACE INTERIOR FINISH HEATING SYSTEM ENERGY EFFICIENCY APPLIANCES STORAGE LAUNDRY FACILITIES DUMPSTER/TRASH REMOVAL EXTERIOR APPEARANCE PLAY AREAS PARKING LANDSCAPING COMMON AMENITIES EXTERIOR LIGHTING PETS PROXIMITY TO BUS STOPS SENSE OF SAFETY LOCATION BIKE PATH/TRAIL ACCESS NEIGHBORHOOD SURROUNDING USES SOUND LEVELS P78 I. RRC Associates/Rees Consulting Page 75 Appendix B – Survey Forms P79 I. Joint Housing Worksession Briefing Book City of Aspen Pitkin County Aspen/Pitkin County Housing Authority Strategic Review of Housing Fall 2012 P80 I. Strategic Review of Housing 2 Table of Contents Governance ……………………………………………………………………………………………….……4 History of the Housing Authority ................................................................................................. 4 Purpose ................................................................................................................................................. 5 Housing Board Policy Statements................................................................................................ 5 Amending the Guidelines………………………………………………………………………………..…7 APCHA as a City Department…………………………………………………………………………….9 Pitkin County Demographic Information ...................................................................... 10 Distribution of Household Income in Pitkin County ......................................................... 10 Pitkin County Household Size Data .......................................................................................... 11 Count of Pitkin County Households By Size and Income ................................................. 12 Existing Affordable Housing Inventory.......................................................................... 13 APCHA Inventory by Size and Category ................................................................................. 13 Households in Pitkin County Relative to APCHA Categorical Income Maximums 14 Number of Housing Units Relative to Population by Category Thresholds ............. 15 Challenges to Existing Affordable Housing Stock ....................................................... 18 Capital Reserves .............................................................................................................................. 18 Term Limited, Deed Restricted Units ...................................................................................... 22 City and County Funding .............................................................................................................. 23 Homeowner Affordability ............................................................................................................ 24 Changes in Wages and Housing Prices Over Time…………………………………………….27 Planning for the Future ....................................................................................................... 28 Indications of Current Demand ................................................................................................. 28 Growth in Labor Force .................................................................................................................. 29 An Aging Demographic ................................................................................................................. 32 Updating the EPS Study …………………………………………………………………………………35 Nearby Communities ............................................................................................................ 37 Free Market Options ...................................................................................................................... 37 Snowmass Village ............................................................................................................................ 38 Eagle County ..................................................................................................................................... 39 Garfield County ................................................................................................................................ 39 Livability …………………..………………………………………………………………………………….41 General Principles of Livability ……………………………………………………………..…….....42 Livability Checklist ………………………………………………………………………………………..44 Mitigation …………………………………………………………………………………………………..…47 City of Aspen …………………………………………………………………………………………………47 Pitkin County ………………………………………………………………………………………..............51 P81 I. Strategic Review of Housing 3 Broadening the Role of Housing in the Community -- Housing and Social Services ……………………………………………………………………………………………………..…58 Background …………………………………………………………………………………………...58 Understanding the Need …………………………………………………………………………60 A Few Real Life Stories in Pitkin County ……………………………………………….….63 Understanding the Opportunities ……………………………………………………………64 Potential Opportunities …………………………………………………………………………..66 APCHA's Historical Role ………………………………………………………………………….71 Appendix - Definitions ......................................................................................................... 75 ATTACHMENTS Attachment A: FOURTH AMENDED AND RESTATEDINTERGOVERNMENTAL AGREEMENT ASPEN/PITKIN COUNTY HOUSING AUTHORITY Attachment B: BY-LAWS OF THE ASPEN/PITKIN COUNTY HOUSING AUTHORITY Attachment C: APCHA AFFORDABLE HOUSING GUIDELINES Attachment D: APCHA PRESENTATION TO PITKIN COUNTY BOARD OF COUNTY COMMISSIONERS ON JULY 3, 2012 IN RE: HOUSING PROGRAM Attachment E: MAPS OF CURRENT OWNERSHIP/RENTAL INVENTORY IN THE HOUSING SYSTEM Attachment F: SUMMARY OF CAPITAL RESERVE STUDIES Attachment G: BRAINSTORM LIST OF POSSIBLE FUNDING SOLUTIONS TO CAPITAL RESERVE SHORTFALLS BY HOUSING FRONTIERS GROUP Attachment H: 2012 EPS STUDY: "EMPLOYEE HOUSING DEMAND MODEL" Attachment I: POD PRESENTATION-BOCC AND REGIONAL MARCH 2012 -- COLORADO CENTER ON LAW AND POLICY: THE SELF-SUFFICIENCY STANDARD FOR COLORADO 2011 Attachment J: PITKIN COUNTY SELF-SUFFICIENCY STANDARD CHART Attachment K: ASPEN AREA COMMUNITY PLAN HOUSING CHAPTER Attachment L: RETT/SALES TAX FOR HOUSING BALLOT LANGUAGE P82 I. Strategic Review of Housing 4 Governance The KEY QUESTIONS to be addressed by this portion of the Worksession Agenda are: 1. What is the purpose of the program? Does that continue to meet the desires of the community? 2. How is the program structured? Does that structure work to accomplish the stated purpose? 3. What is the oversight, make-up and structure of the APCHA Board? Does it meet the needs of the program and the City Council/BOCC? 4. Does the existing IGA serve the interests of the City and the County? Does it make for an efficient and effective Housing program? 5. What is the role of groups like the Housing Frontiers Group? How does it fit into the governance/oversight scheme? HISTORY OF THE HOUSING AUTHORITY The housing program was created in 1974. There were two separate entities at that time – the City and County. In 1981/1982, a citizen panel was formed and combined both entities into one City and County entity, creating the Aspen/Pitkin County Housing Authority. The entity became the Aspen/Pitkin County Housing Authority (APCHA) in November of 1988 so that the entity could do the following: • incur debt • borrow money • secure mortgages • obtain grants, gifts or otherwise • obtain funds for implementing, completing and operating housing projects • condemnation There were two new legislations that passed in 2001 relating to Housing Authorities -- House Bill 1172 and House Bill 1174. Both Bills expanded the duties of Housing Authorities. The City of Aspen, Pitkin County and the Community support the Aspen/Pitkin County Housing Authority. There are two main funding sources for the housing program -- a Real Estate Transfer Tax (RETT) and a portion of a sales tax. The RETT is a 1% transfer tax on the sales price of all real estate sold within the City of Aspen only and does not apply to the first $100,000 of each sale. The RETT alone raises over $3 million per year for the affordable housing program and was extended for a third time in 2001 for an additional 20 years -- December 31, 2024. The APCHA was established for the purpose of effecting the planning, financing, acquisition, construction, reconstruction or repair, maintenance, management and operation of housing projects pursuant to a multi-jurisdictional plan to provide residential P83 I. Strategic Review of Housing 5 facilities and dwelling accommodations at rental or sale prices within the means of persons of low, moderate and middle income who are permanent residents and persons employed in the City and County. Housing authorities are created by Section 29-1-204.5, Colo. Revised Statutes. The Housing Board consists of a five-member (with an additional alternate) Board of Directors (Board) that help to make policy. Until November of 1992, the Authority dealt with three separate accounting firms. Currently, all money transactions are handled through the City of Aspen with support by Pitkin County. PURPOSE "To assure the existence of a supply of desirable housing for persons currently employed in Pitkin County, persons who were employed in Pitkin County prior to retirement, the handicapped, and other qualified persons of Pitkin County as defined herein." - Aspen/Pitkin County Housing Authority's Goal - (Originally Adopted 1983) Each year the Aspen/Pitkin County Housing Authority (hereinafter APCHA) establishes Guidelines that govern the development of, admission to and occupancy of deed restricted affordable-housing units for Aspen and Pitkin County. The guidelines support the APCHA's goals and are not intended to supersede City or County Land Use Codes or the International Building Code. The Affordable Housing Guidelines respond to housing needs in Aspen and Pitkin County as identified by the APCHA. The guidelines are used to: • Review land use applications • Establish employee rental rates • Establish employee sales prices • Establish criteria for qualifications and occupancy • Develop and prioritize current and long range housing programs • Provide information and a process for developing affordable housing It is the intent of the Housing Program to provide housing opportunities for persons who are or have been actively employed or self-employed in Pitkin County, which provide goods and services to individuals, businesses or institutional operations in Pitkin County. HOUSING BOARD POLICY STATEMENTS The purpose of this section is to assist the staff, development community and public in understanding the Housing Board of Director’s (hereinafter the Board) philosophies regarding various aspects of the program. These Policy Statements will be reviewed and revised in detail by the Board every three years with minor administrative changes done on an as-needed basis and a yearly update for incomes, rental rates and sales prices. P84 I. Strategic Review of Housing 6 Affordable/Work Force Housing As the purpose states above, the existence of the housing program is to provide housing opportunities for persons who are or have been actively employed or self-employed in Pitkin County and Aspen in businesses which provide goods and services to individuals, businesses or institutional operations in Pitkin County. The term “affordable housing” is used interchangeably throughout this document as work force housing. All deed- restricted housing, of any type or Category, requires an individual to: • Work full-time in Pitkin County (due to the seasonal nature of the town, full- time is defined as working 1500 hours per calendar year) and as defined herein; • Utilize their home as their primary residence; and • Not own any other developed property within the Ownership Exclusion Zone (hereinafter referred to as the “OEZ”) as defined in Part X, Definitions. There are other specific criteria for the category units and for the RO units and these are spelled out within this document. Most relate to maximum household income and maximum assets for the specific category unit and/or RO units. However, the deed restriction for each unit will provide the specific criteria for the unit. It is understood that there are a variety of deed restrictions in our program and that the individual deed restriction should be reviewed. Mitigating Affordable Housing Impacts The Board has prioritized the following mitigation options in order of preference: 1. On-Site Housing – that the location of a deed restricted property used for construction or redevelopment of a property for mitigation purposes be either next to or attached to the development. 2. Off-Site Housing – the location of a deed restricted property used for construction or redevelopment of a property for mitigation purposes is at a separate location approved by the APCHA. However, at no time will a single unit be approved in an existing free-market complex. 3. Cash-In-Lieu or Land-in-Lieu – that the applicant for a development may satisfy the mitigation requirement by payment of an affordable housing dedication fee or a donation of land. The preference of cash or land shall be determined on a case-by-case basis. Development and Construction of Deed-Restricted Housing The Board has prioritized the following objectives in order of preference regarding the highest need of types of units to construct: The private sector priorities for development should be as follows: P85 I. Strategic Review of Housing 7 1. For-sale type units whereby the average sales price is no higher than Category 3 and the units consist of one-bedroom and two-bedroom units, with associated RO units 2. Three-bedroom sales units (Categories 3 and 4) The public sector priorities for development should be as follows: 1. Entry-level rental units consisting of 1-bedroom Categories 1 and 2 2. For-sale units consisting of Categories 2 and 3 1-bedroom and 2-bedrooms 3. Three-bedroom sales units consisting of Categories 3 and 4 THE APCHA BOARD OF DIRECTORS The current APCHA Board of Directors consists of six members – two are appointed by the City Council, two are appointed by the BOCC, and two are appointed jointly by the BOCC and City Council (of which one of these is an alternate and only votes when another member is absent). • The terms are held for two years. • The APCHA Board reviews all land use referrals that require employee housing mitigation and make recommendations to the Planning and Zoning Commissions and/or the City Council or BOCC. • The APCHA Board is a Grievance Board whereby an owner or renter can request a hearing regarding a decision made by APCHA staff; this includes, but is not limited to, enforcement issues. Under the Second Amended IGA, signed and dated September 13, 1999, the Executive Director worked under the supervision of the City Manager and took general policy direction from the Authority. The Executive Director could only be terminated upon the consent of the Board, the City Manager and the County Manager. A Contract for Services with the City for management and operations of the Authority was put in place. There were seven members that made up the APCHA Board – five appointed by the elected officials, one BOCC director and one City Council person. Under the Third Amended IGA, signed and dated October 28, 2002, the number of APCHA Board members went down to six; there was no longer a BOCC or City Council representative. The development piece was removed from this document and turned over to the City and/or County. The Executive Director was appointed jointly by the City and County Managers. The APCHA Board was taken out of the hiring process. The City Manager provided work assignments to the Executive Director and the APCHA Board could only do so upon approval of the City Manager. In the Fourth Amended IGA, dated December 20, 2007, the Long Range Planning section was modified to state that when the IGA uses the phrase “Housing Strategic Plan” it is P86 I. Strategic Review of Housing 8 referring to either the County’s Strategic Plan’s Housing subsection. Or the Housing section of the City’s “Aspen Area Community Plan”. The APCHA Board also reviews and makes recommendations of policy changes to the Guidelines. After the approval by the APCHA Board, formal approval is taken to the BOCC and City Council. The current make-up of the Board is: Chair – Erin Smiddy (Joint City/County Appointee) Ron Erickson (City Appointee) Marcia Goshorn (County Appointee) Rick Head (City Appointee) Vacant (County Appointee) Bobbie Burkley – Alternate (Joint Appointee) AMENDING THE GUIDELINES Suggestions for changes to the APCHA Guideline can come from anywhere. Typically they originate from the APCHA Board of Directors or from APCHA staff. If, after discussion and perhaps several meetings, the APCHA board endorses a change, it is forwarded to the BOCC and City Council for approval. Typically the proposed changes have been discussed in a joint City Council/BOCC work session to reduce the need for scheduling separate times for preliminary discussions. Staff attends the work session to present the suggestion and to answer questions/take direction. APCHA Board members often attend and comment also. It has proven difficult to get a majority of each elected board to reach a consensus opinion at such joint meetings. Often the direction is to make additional changes or do additional research to bring back at the next joint work session. Because joint work sessions are only scheduled four times a year, the process can take some time before a consensus is reached to move the item(s) forward for formal approval. Due to this, staff plans to rely less on making preliminary suggestions at joint work sessions. The adoption process for APCHA Guideline changes requires that they must be brought forward as a separate agenda item for a formal public hearing, through 1st and 2nd readings before the Council and Commissioners separately. To accomplish this APCHA requests a place on the agenda of each elected board. If the proposed changes are altered by either or both of the boards, the changes must be carried back and forth until both boards are in complete agreement. The additional scheduling to complete the process can go on in this fashion for quite some time. This process is automatically twice as complicated as the approval process by a single board of elected officials, and it can be significant more than twice as complicated if the issue is complex. P87 I. Strategic Review of Housing 9 Staff has approached both the council and commission at a joint session to propose using a call up procedure, modeled on the procedure used by other boards and commissions, but it was rejected by both Council and Commissioners. ADMINISTRATION OF APCHA UNDER THE IGA Under the current IGA, the “Housing Office” or administrative arm of APCHA functions as a department of the City of Aspen. The Director reports to the City Manager – not to the APCHA Board – who in turn delegates his authority to an Assistant City Manager. City human resource policies govern the hiring and supervision of APCHA employees. City financial services provide budgetary, payroll and accounting functions. City purchasing policies govern purchase practices. City legal advice is available in addition to the legal advice of the APCHA attorney hired and paid for from administrative funds. As city employees, APCHA employees are provided city benefits – including sick, vacation, retirement, housing, etc. The administrative budget for APCHA is a city- administered fund, with funding provided on a 50/50 basis between the city and the county. The County portion is derived from their General Fund, the City portion comes from the “150 Fund” which receives funds from RETT and Sales Taxes, mitigation fees, etc. and which also funds the housing development program of the city government. Aspen City Council Pitkin County BOCC APCHA Board of Directors Aspen City Manager Pitkin County County Manager Aspen Assistant City Manager APCHA Director P88 I. Strategic Review of Housing 10 Pitkin County Demographic Information The KEY QUESTIONS to be addressed by this portion of the Worksession Agenda are: 6. What is the current demand for units and in what category mix? What does the future demand look like? 7. What is the role of retirement in the demand equation for affordable workforce housing? 8. If our desire is to retain the existing commuting pattern for the local workforce, does our approach to retirement need to change? 9. What are the implications for retaining the current approach? 10. What does the supply equation look like if we retain the status quo? DISTRIBUTION OF HOUSEHOLD INCOME IN PITKIN COUNTY Pitkin County’s population can be separated into roughly three equal partitions: nearly one-third of households earn below $50,000; another third earns up to $100,000; and the remaining households earn more than $100,000. Detailed income information for Pitkin County households is shown below, along with comparable national data. Table 1 Households By Income # of Households % of Total Households National Comparison Total 7,417 100.0% 100.0% Less than $10,000 392 5.3% 7.8% $10,000 to $14,999 214 2.9% 5.9% $15,000 to $24,999 481 6.5% 12.0% $25,000 to $34,999 674 9.1% 10.9% $35,000 to $49,999 949 12.8% 13.9% $50,000 to $74,999 1,319 17.8% 17.7% $75,000 to $99,999 785 10.6% 11.4% $100,000 to $149,999 963 13.0% 12.1% $150,000 to $199,999 518 7.0% 4.5% $200,000 or more 1,119 15.1% 3.9% Source: US Census Bureau, 2006-2010 American Community Survey; Table S1901 for Pitkin County, CO Surprisingly, Pitkin County and US brackets from $35,000 to $200,000 show similar distributions relative to the total population (see chart below). Because of this, and because available census information does not correlate directly with APCHA affordable housing categorical limits, we have exercised some allowances to use national distributions (which are available at $5,000 increments) to redistribute Pitkin County specific data. P89 I. Strategic Review of Housing 11 Source: US Census Bureau, Income Distribution to $250,000 or More for Households; Table HINC-06 PITKIN COUNTY HOUSEHOLD SIZE DATA Unlike the similarities seen in income distributions, Pitkin County’s household demographics differ considerably from its national counterpart with regards to workforce populations. To highlight this, looking at 1-person households for Pitkin County, roughly 75% of those individuals are in the workforce. By comparison, just over 50% of all single person households contribute to the working class for the U.S. Similarly, nearly 87% of Pitkin County 2-person households have at least one worker, yet the U.S. average is only 70% for the same population. The average number of workers per Pitkin County household is 1.25; the national average for the same statistic is 1.12. Because of these variances, relying strictly on Pitkin County household data relative to workforce information is crucial. Table 2 Pitkin County Households by Size and Number of Workers Households Size Persons/Workers All households: 1 person household: 2 person household: 3 person household: 4+ person household: Total 7,417 2,691 2,689 1,016 1,021 No workers 1,118 669 354 80 15 1 worker 3,556 2,022 1,034 284 216 2 workers 2,499 0 1,301 524 674 3+ workers 244 0 0 128 116 Source: US Census Bureau, 2006-2010 American Community Survey; Table B08202 for Pitkin County, CO 0.0% 2.0% 4.0% 6.0% 8.0% 10.0% 12.0% 14.0% 16.0% 18.0% 20.0% % of Households US Comparison P90 I. Strategic Review of Housing 12 COUNT OF PITKIN COUNTY HOUSEHOLDS BY SIZE AND INCOME With the inclusion of Pitkin County specific household size information, and applying a universal assumption that total household distribution by income holds true for 1, 2, 3, and 4+ person households in general, it is possible to further approximate Pitkin County demographic data into a format suitable to compare with APCHA income criteria. Table 3 Pitkin County Households by Size and Income # of Households by Income Bracket & Size All households: 1 person household: 2 person household: 3 person household: 4+ person household: Total 7,417 2,691 2,689 1,016 1,021 Less than $10,000 392 142 142 54 54 $10,000 to $14,999 214 78 78 29 30 $15,000 to $24,999 481 175 175 66 66 $25,000 to $34,999 674 245 244 92 93 $35,000 to $49,999 949 344 344 130 131 $50,000 to $74,999 1,319 479 478 181 182 $75,000 to $99,999 785 285 285 108 108 $100,000 to $149,999 963 350 349 132 133 $150,000 to $199,999 518 188 188 71 71 $200,000 or more 1,119 406 406 153 154 Source: Extrapolated from U.S. Census Bureau tables on income and size on pages 3 & 4 (above) P91 I. Existing Affordable Housing Inventory APCHA INVENTORY BY SIZE AND CATEGORY Below are two tables with both City and County units, noted by size (bedrooms) and category. Aggregated, one can see that the heaviest concentration of affordable housing units is centered around one- and two-bedroom units for Categories 2 through 4, where one would expect the greatest need resides. Roughly one-third of all housing options are categorized as resident owned units. Table 4 Aspen Affordable Housing Units Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 Category 7 RO Units All Own Rent Own Rent Own Rent Own Rent Own Rent Own Rent Own Rent Own Rent Own Rent Studio / Dorm Units 2 55 8 64 10 87 17 3 0 0 0 0 0 0 0 305 37 514 1 Bedroom 9 13 79 120 60 107 76 6 1 0 2 0 0 0 0 30 227 276 2 Bedrooms 2 9 30 78 39 143 153 1 3 0 1 0 0 0 8 112 236 343 3 / 4 Bedrooms 1 0 16 17 61 26 96 0 6 0 4 0 4 0 10 6 198 49 Single-Family 1 0 0 0 20 0 44 0 0 0 2 0 0 0 113 2 180 2 All Units 15 77 133 279 190 363 386 10 10 0 9 0 4 0 131 455 878 1,184 Source: APCHA Table 5 Pitkin County Affordable Housing Units Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 Category 7 RO Units All Own Rent Own Rent Own Rent Own Rent Own Rent Own Rent Own Rent Own Rent Own Rent Studio / Dorm Units 0 3 0 1 0 1 0 0 0 0 0 0 0 0 0 3 0 8 1 Bedroom 0 8 5 4 6 18 2 0 1 0 0 0 0 0 0 3 14 33 2 Bedrooms 5 5 12 5 9 27 25 19 0 0 0 0 0 0 19 9 70 65 3 / 4 Bedrooms 0 1 7 2 5 16 40 3 6 0 0 0 0 0 14 2 72 24 Single-Family 0 0 1 0 8 0 52 0 0 0 58 0 0 0 348 0 467 0 All Units 5 17 25 12 28 62 119 22 7 0 58 0 0 0 381 17 623 130 Source: APCHA P9 2 I. Table 6 Aggregated City and County Units Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 Category 7 RO Units All Units Studio / Dorm Units 60 73 98 20 0 0 0 308 559 1 Bedroom 30 208 191 84 2 2 0 33 550 2 Bedrooms 21 125 218 198 3 1 0 148 714 3 / 4 Bedrooms 2 42 108 139 12 4 4 32 343 Single-Family 1 1 28 96 0 60 0 463 649 All Units 114 449 643 537 17 67 4 984 2,815 Source: APCHA With understanding that some housing developments are essentially “reserved” for specific populations and not reasonably available for typical affordable housing applicants, the following charts exclude a handful of developments from the total count. Table 7 Aggregated City and County Units Less 200 “Seasonal” Units Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 Category 7 RO Units All Units Studio / Dorm Units 60 73 98 20 0 0 0 208 459 1 Bedroom 30 208 191 84 2 2 0 29 546 2 Bedrooms 21 125 218 198 3 1 0 52 618 3 / 4 Bedrooms 2 42 108 139 12 4 4 32 343 Single-Family 1 1 28 96 0 60 0 463 649 All Units 114 449 643 537 17 67 4 784 2615 Source: APCHA, excluding 100 studios from Marolt Ranch dedicated to music students, 4 one-bedroom and 96 two-bedroom units in Burlingame for seasonal staffing needs – all RO units. HOUSEHOLDS IN PITKIN COUNTY RELATIVE TO APCHA CATEGORICAL INCOME MAXIMUMS Knowing APCHA requirements for various affordable housing categories, there is benefit in massaging the household census data into comparable thresholds, to see how the population in Pitkin County compares to the current APCHA affordable housing inventory. Table 8 Total Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 Category 7 Other Pitkin Households 7,417 2,190 1,178 1,221 1,164 130 165 160 1,209 0 Dependents $34,000 $53,000 $85,000 $139,000 $148,000 $162,000 $179,000 N/A 1 Dependent $41,500 $60,500 $92,500 $146,500 $155,500 $169,500 $186,500 N/A 2 Dependents $49,000 $68,000 $100,000 $154,000 $163,000 $177,000 $194,000 N/A 3 Dependents $56,500 $75,500 $107,500 $161,500 $170,500 $184,500 $201,500 N/A Total Stock 2,615 114 449 643 537 17 67 4 784 Rentals 1,114 94 291 425 32 0 0 0 272 Ownership 1,501 20 158 218 505 17 67 4 512 Source: APCHA 2012 Housing Guidelines (Asset Thresholds Not Considered) P93 I. Strategic Review of Housing 15 Not surprisingly, the largest focus for affordable housing need for Pitkin County is in Categories 1 – 4. However, note the sizable number of households with income levels greater than the current maximum for Category 7. Of the aggregate 1,209 households with income greater than allowable income maximum, many could still qualify for affordable housing, provided countable assets remain below $900,000. Since no published asset data exists for Pitkin County by income bracket, it is not possible to discern what number of this population is still eligible for RO housing without a survey. NUMBER OF HOUSING UNITS RELATIVE TO POPULATION BY CATEGORY THRESHOLDS The chart below portrays that there is a positive correlation in the number of APCHA affordable housing units (rental and ownership) relative to the Pitkin County population. However, one exception to this correlation is certainly true for Category 1 – at this time, it is unknown why there is such a large number of Category 1 households and where those households are residing given the limited number of affordable housing units. Source: Unit counts from APCHA rental & ownership inventory; household count from Table 8 Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 Category 7 Other TOSV Stock 224 120 125 119 13 17 16 123 Current Ownership Stock 20 158 218 505 17 67 4 512 Current Rental Stock 94 291 425 32 - - - 272 Households By Category 2,190 1,178 1,221 1,164 130 165 160 1,209 Qualified Households that Applied (since 2006) 235 372 411 320 14 9 11 56 - 500 1,000 1,500 2,000 Current Rental Stock Current Ownership Stock TOSV Stock Households By Category Qualified Households that Applied (since 2006) P94 I. Strategic Review of Housing 16 In addition to the APCHA housing stock reflected in the preceding chart, the Town of Snowmass Village (TOSV) also has its own separate stock of affordable rentals (247units), for-sale units (177 units), and employer-owned staff and caretaker units (333 units). As the criteria used by Snowmass Village does not specifically correspond to the categories noted within APCHA guidelines, the additional 757 TOSV units included in the chart below have been allocated on a basis similar to the overall household demographics for Pitkin County – this is merely an assumption on how to reflect these additional units, and can be adjusted. Source: Unit counts from APCHA rental & ownership inventory and Town of Snowmass Village Housing Manager; household count from Table 8 P95 I. Strategic Review of Housing 17 Not all RO properties are “high dollar”: The table above reflects “categorizing” the rental and ownership RO units from previous chart into applicable categories based on the Pitkin County Assessor’s Office listed actual values. By redistributing the RO inventory in the “applicable” income and asset categories, we can more accurately display what populations these RO units are attempting to support. Remaining RO inventory in the table above reflects current ownership units with property values above $600,000. What do these charts tell us? What might you conclude or wonder from looking at these graphs:  The solid black line represents Pitkin County households not Pitkin County worker households which we know is greater.  Cat 1 households are finding places to live – but not necessarily in APCHA housing.  Does that large spike in category 1 households really represent working households?  People might not report all their income.  People might have assets and small income.  There is little need to create category 5-7 housing. We should concentrate on developing housing in the Cat 1-4 ranges – there appears to be little demand and sufficient supply for Cat 5-7 units. Until down-valley prices rise to the levels we saw prior to the market crash of 2008, or until ASD moves to severely limit out of district enrollment for down-valley Aspen workers, there appears to be no reason to concentrate much resources on providing Cat 5-7 units.  There appears to be a need for category 1-4 housing (Cat 1 rental housing, as it is problematic to purchase at even a Cat 1 level). What you probably should not take away from these graphs:  Do not hastily assume a huge need for category 1 housing until this data can be better understood.  Dotted line is a 6 yr aggregate and may be more of an indication of the shape of the demand curve rather than a snapshot of demand.  Dotted line is based on what's is available for sale and thus, particularly in the case of category 1, should not be assumed as an indication of demand P96 I. Strategic Review of Housing 18 Challenges to Existing Affordable Housing Stock The KEY QUESTIONS to be addressed by this portion of the Worksession Agenda are: 11. How do we as a community ensure the maintenance of the existing housing stock so it can be enjoyed by the next generation of owners? 12. What is the role of government in doing that when the housing stock is privately owned? 13. Is the problem very much different from the private sector, free market common ownership development? 14. Are their incentives/disincentives in the current guidelines that need to be revisited so that owners are economically incented to “do the right thing” by their properties? CAPITAL RESERVES The purpose of a capital reserve fund for a condo or homeowners association is to fund and plan for the inevitable repair and replacements costs in the common areas of a community. From roofs to sidewalks, from shutters to gardens, repair and replacement is part of any property owner's task list. When done properly, an audit or capital reserve study will collect information on property condition, and project a useful life and repair and replacement costs. When projected out over a 15 or 30 year period (allowing for inflation), a study can provide a board with a roadmap to follow for the funding, replacement, and repair of the association's common areas. According to the Community Associations Institute (CAI), at the end of 2009 the total amount of money held in reserves (accumulated reserves) by all HOAs and condominiums in the U.S. is approximately $35 billion dollars. When divided by the total number of homes within these HOAs (24 million) we can see that the average accumulated reserves per household are a paltry $1,458! Under a cost sharing agreement with APCHA, Capital Reserve studies for maintaining existing housing stock are in various states of progress – some associations have rough estimates of need; others are still compiling assessments of various capital items and continue to develop their financial situation. However, from what data currently available, an underlying truth exists – that being there is a shortfall in capital reserves for the affordable housing developments in Aspen and Pitkin County, as there is for almost every HOA in the free market world. The following table notes that of the associations already reviewed, aggregate funded status for capital reserves stands at roughly 22%, or the equivalent shortfall of around $7.4 million. If the additional associations and total of ~1500 units were extrapolated from those which were the subject of the studies – and had a similar average shortfall per unit – the potential shortfall for the entire affordable housing environment could be as large as roughly $14.2 million. P97 I. Strategic Review of Housing 19 Looking at the across the distribution of associations who have participated in the study effort, first from the perspective of the total reserves needed and the gap between current reserve amounts and the recommendations: You can see that the vast majority of the gaps are less than $500,000 per association. When looking at the gap on a per unit basis the majority is less than $10,000 per unit. -$3,000,000 -$2,500,000 -$2,000,000 -$1,500,000 -$1,000,000 -$500,000 $0 $500,000 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Table 9 # of Units Starting Capital Reserve Targeted Reserve Funded Percent Shortfall per Unit Aggregate Capital Shortfall Associations Reviewed 778 $2,050,018 $9,428,246 21.7% ($9,484) ($7,378,228) Minimum 91 $130,000 $82,481 158% $522 $47,519 Maximum 92 $500,455 $3,301,170 15% ($30,443) ($2,800,715) Source: Aggregated data from Housing Frontier’s as of July 2012 P98 I. Strategic Review of Housing 20 What is clear is that there are a few associations who have significant (> $1 million per association, >$20,000 per unit) funding problems to address.Of course, the shortfall above assumes reaching full funding for replacement of all capital items – a benchmark not typically achieved by homeowner associations whether deed restricted or free market, especially following recent economic conditions. In fact, most homeowner associations never target a full funding scenario but instead opt for other common threshold levels as described below: • Baseline funding: Simply maintaining a positive balance in the reserve account – any amount is sufficient, so long as the balance does not fall below zero. • Threshold funding: Similar to Baseline funding, this method targets a specific dollar amount to maintain in reserves (other than zero). • Statutory funding: Uniquely defined by individual localities through statute, if such law exists in the location of your property, defining a minimum necessary reserve percent. Note that while some states prescribe specific funding requirements for HOAs in rule or law, Colorado is not one of these – Colorado’s only requirement is to have a replacement plan established, funding is not mandated and the reserve study may even be performed internally and not by an independent, third party. With multiple perspectives held by vastly different individual governing groups and the unique circumstances and regulations surrounding each development being managed, it is ineffective to relate the status of capital reserve funding shortfalls for Pitkin County affordable housing developments to other groupings. Rather, given the diversity that exists, instead of focusing on the state of the universe for current reserves, it is better to look at the implications of low reserves and how that affects the development. It is more beneficial to focus on individual unit sales and ability to secure lending as the basis for -$35,000.00 -$30,000.00 -$25,000.00 -$20,000.00 -$15,000.00 -$10,000.00 -$5,000.00 $0.00 $5,000.00 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 P99 I. Strategic Review of Housing 21 determining appropriate reserve levels, and given today’s economic environment, reserve levels in the 70%-80% range appear favorable when considering lending options and real estate transactions. While there is a sizable gap between the desired 70%-80% benchmark and the current 22% reserve funding percentage in affordable housing units in the Valley with governing associations, given the number of units involved and potential to spread the shortfall over multiple years, the problem does appear to be more manageable. Many experts have recommended a 5-10 year plan to bring reserve levels up to the study- recommended amounts. Using the average shortfall per unit of $9484, and assuming a 70% target and a ten-year amortization period for all 684 units, the average temporary monthly increase would be less than $53/month per unit (assuming a 1% interest earned). Our HOA communities – and especially their board members – have to recognize the need to be responsible owners and create a plan to properly fund their reserve amounts at a higher level than is the current norm. If we look at a hypothetical Category 3 buyer of a 2-bedroom unit in 2000 who paid around $130,000 for the unit, and who, under the guidelines, could sell that unit today for $187,000, they would have $57,000 of appreciation. How much of an investment would be appropriate to secure that gain? It appears to be a reasonable expectation to invest $10,000 (the average capital reserve shortfall per unit) over those 10 years ($1000 per year) to realize their gain of $57,000, certainly the counterpart in the free market would see that as a very reasonable cost of home ownership. When faced with the need to make a repair and actually spend money, the following are ways that an HOA can budget those expenditures: 1. Reserves: If you’ve set aside reserves for the type of project you’re facing, dipping into the reserves is an obvious option. “Unfortunately, associations aren’t reserving anywhere where they should be,” says Lisa A. Magill, a shareholder and association attorney at Becker & Poliakoff PA in Fort Lauderdale, Fla. “In Florida, owners can vote down the association’s funding of any reserves. Continually, you’ll have owners who aren’t in a position to pay any assessments. So if an association is collecting reserves, it’s usually only about 10 percent of what it should be collecting. When projects come up, they’re either paid for by a special assessment or some other means, usually a loan.” 2. A special assessment: A special assessment is a common fallback option for HOAs that need money immediately and have no other or better way to raise it. 3. A loan: “An institutional loan usually entails pledging as collateral the HOA’s lien rights in terms of collecting assessments,” says Andrew Lewis of Eisinger, Brown, Lewis, Frankel & Chaiet PA in Hollywood, Fla., who specializes in representing community associations. “Lenders look at all kinds of factors when P100 I. Strategic Review of Housing 22 considering HOA loans,” explains Magill. “Are you capitalized? Do you have reserves? What’s your percentage of delinquencies? What other maintenance items have to be performed? For example, with the loan, are you funding only one of 10 projects that need to be done? They also look to make sure you have all the appropriate insurance, which associations should have, anyway, but sometimes don’t. But really, the delinquency rate is the most important thing. Some lenders won’t approve a loan if your HOA has 7-8 percent delinquencies, but the benchmark is 15 percent.” In our conversations with local lenders, they indicate they are making these loans and are willing to make these loans to deed restricted HOAs. Obviously, a combination of these three options is the most likely way that our deed restricted communities will fund major maintenance/repair work, given the general condition of their capital reserves. TERM LIMITED, DEED RESTRICTED UNITS Numerous APCHA affordable housing projects included deed restricted units – many of these units are deed restricted into perpetuity; however some included term limitations that allow units to go free market after a specified time. Below is a summary of said units and the threshold for when they can be released to potential free market status. As there are varying levels of exposure between rental and ownership units – deed restrictions for ownership units can potentially be adjusted as they come up for sale to continue restrictions into perpetuity – the list is separated by level of ownership. Source: APCHA Table 10 Ownership Units with Term Limited Deed Restrictions Development Yr. Built Total # of Units Term Limited Units Term Limit Requirement Midland Park 1978 37 22 21 yrs after death of last BOCC approving Sopris Creek Cabin 1980 6 1 21 yrs after death of last BOCC approving Park Place 1980 4 4 21 yrs after death of last BOCC approving or 50 yrs Highlands Villas 1981 16 5 21 yrs after death of last BOCC approving Smuggler Run 1981 17 5 21 yrs after death of last BOCC approving Hunter Creek 1982 80 33 21 yrs after death of last BOCC approving Vincenti Condos 1982 2 2 21 yrs after death of last BOCC approving Centennial 1985 92 25 21 yrs after death of last BOCC approving Curton 1985 1 1 21 yrs after death of last BOCC approving Valley Condos 1982 1 1 21 yrs after death of last BOCC approving or 50 yrs Edge of Ajax 1981 3 3 Free market in 2032 Rental Units with Term Limited Deed Restrictions Centennial 1986 148 148 21 year after death of last BOCC approving Castle Ridge 1981 80 80 Free market in 2032 P101 I. Strategic Review of Housing 23 CITY AND COUNTY FUNDING City of Aspen - Housing Development Fund A 1.0% real estate transfer tax (RETT) and roughly 0.2% sales tax make up the primary revenue streams for this fund. These two primary sources over the last five years have annually contributed approximately $6.0 million and $1.0 million, respectively. As the fund has averaged slightly more than $10.0 million in aggregate annual revenue, there are obviously other revenue sources contributing to the fund; however, these sources can fluctuate significantly and are difficult to project beyond the immediate future. The primary purposes of this fund are to support affordable housing development, subsidize existing affordable housing operations for qualified full-time City and County employees, and to fund associated administrative functions supporting affordable housing. The following table provides a simple snapshot of aggregate revenues and expenditures into and out of the fund. A detailed historical and projected fund balance can be found as an attachment at the end of this document. P102 I. Strategic Review of Housing 24 Table 11 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 Beginning Bal. 3,489,280 4,802,404 12,567,361 6,545,680 2,247,010 7,200,040 16,074,370 23,066,000 31,277,630 40,023,760 43,354,190 43,354,190 Revenues 11,130,029 10,288,329 7,396,000 11,583,000 13,771,000 20,586,000 8,710,000 9,249,000 9,815,000 10,392,000 26,164,000 26,133,000 Expenditures 9,816,905 2,523,372 13,417,681 15,881,670 8,817,970 11,711,670 1,718,370 1,037,370 1,068,870 7,061,570 20,635,270 18,469,370 Ending Bal. 4,802,404 12,567,361 6,545,680 2,247,010 7,200,040 16,074,370 23,066,000 31,277,630 40,023,760 43,354,190 48,882,920 56,546,550 Source: Spring 2012 Long Range Plan – City of Aspen Finance Department (Expenditures include Burlingame Phase II development plans) Pitkin County - Housing Impact Fund Created in 2005, the employee housing impact fee was established to require the large-scale residential and commercial developments to pay to mitigate the impacts of development and land use. Fee revenue goes toward managing the employee housing controlled by APCHA. Table 12 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 Beginning Bal. 9,326,791 9,638,842 10,121,384 8,214,054 5,942,574 5,064,309 4,438,669 Current Forecast Extends Only Through 2016 Revenues 312,051 482,542 391,120 1,200,000 1,761,600 424,360 837,091 Expenditures 0 0 2,298,450 3,471,480 2,639,865 1,050,000 1,750,000 Ending Bal. 9,638,842 10,121,384 8,214,054 5,942,574 5,064,309 4,438,669 3,525,760 Source: Pitkin County Finance Department (Projected expenditures were placeholders at the time of compilation until County Commissioners can review needs) HOMEOWNER AFFORDABILITY One generally accepted debt-to-income ratio threshold (including principal, interest, insurance and taxes) for conventional home loans has been 28% of gross monthly income; FHA loans allow for a slightly higher ratio at 29%. While recent history has demonstrated that such thresholds have not been adhered to in a strict sense; it has also reinforced that the principle behind the establishment of these thresholds had merit. Looking at the averages below, one can see that generally speaking, home ownership for Category 4 and below households requires a greater percentage of gross income relative to Category 5 and above households. Additionally, in some cases, home ownership is significant relative to income minimums in Category 1 and 2 (and one instance in Category 3), and is above established FHA debt-to- income ratio thresholds for some income maximums (see highlighted cells). P1 0 3 I. Strategic Review of Housing 25 Table 13 – Principal, Interest, Insurance and Tax Obligations Relative to Gross Household Income % of monthly income Cat1 Cat2 Cat3 Cat4 Cat5 Cat6 Cat7 Dependents / Unit Min Max Min Max Min Max Min Max Min Max Min Max Min Max 0 / Studio 20% 9% 17% 11% 18% 11% 18% 11% 15% 14% 16% 14% 16% 15% 0 / 1BR 26% 12% 21% 14% 20% 12% 19% 12% 16% 15% 17% 16% 17% 16% 0 / 2BR 33% 15% 27% 18% 24% 15% 22% 13% 18% 17% 18% 17% 19% 17% 0 / 3BR 39% 18% 33% 21% 29% 18% 24% 15% 20% 18% 20% 18% 20% 18% 0 / SF 45% 21% 38% 25% 33% 20% 27% 16% 21% 20% 22% 20% 22% 20% 1 / Studio 13% 7% 14% 10% 15% 10% 16% 10% 14% 13% 15% 14% 15% 14% 1 / 1BR 17% 10% 17% 12% 17% 11% 18% 11% 16% 15% 16% 15% 17% 15% 1 / 2BR 22% 12% 22% 15% 21% 14% 20% 13% 17% 16% 18% 16% 18% 16% 1 / 3BR 26% 14% 27% 18% 25% 16% 22% 14% 19% 17% 19% 17% 19% 17% 1 / SF 30% 17% 31% 22% 28% 18% 25% 16% 20% 19% 21% 19% 21% 19% 2 / Studio 10% 6% 12% 9% 14% 9% 15% 10% 13% 13% 14% 13% 15% 13% 2 / 1BR 13% 8% 15% 11% 15% 10% 16% 11% 15% 14% 15% 14% 16% 14% 2 / 2BR 17% 10% 19% 14% 19% 13% 19% 12% 16% 15% 17% 15% 17% 16% 2 / 3BR 19% 12% 22% 16% 22% 15% 21% 14% 18% 17% 18% 17% 18% 17% 2 / SF 23% 14% 26% 19% 25% 17% 23% 15% 19% 18% 20% 18% 20% 18% 3 / Studio 8% 5% 10% 8% 12% 9% 14% 9% 13% 12% 13% 13% 14% 13% 3 / 1BR 10% 7% 13% 10% 14% 10% 15% 10% 14% 13% 15% 14% 15% 14% 3 / 2BR 13% 9% 16% 12% 17% 12% 17% 12% 15% 15% 16% 15% 16% 15% 3 / 3BR 15% 10% 19% 15% 20% 14% 19% 13% 17% 16% 17% 16% 18% 16% 3 / SF 18% 12% 23% 17% 23% 16% 21% 14% 18% 17% 19% 17% 19% 17% Average 21% 11% 21% 15% 21% 13% 20% 13% 17% 16% 17% 16% 18% 16% * Taxes are calculated with a mill levy of 31.653. Principal and interest are based on a 30-year fixed, 4.00% rate with 10% down. Insurance is assumed at $1.50 per $2,000 covered. If additional home ownership costs such as HOA dues and utilities are included into the debt-to-income ratio calculation, percentages increase dramatically. Though not a complete apples-to-apples comparison, shading has again been included for percentages exceeding the FHA debt-to-income thresholds even though FHA calculations would not include these other costs. P1 0 4 I. Strategic Review of Housing 26 Table 14 – Including HOA Dues and Utilities to Table 13 Figures % of monthly income Cat1 Cat2 Cat3 Cat4 Cat5 Cat6 Cat7 Dependents / Unit Min Max Min Max Min Max Min Max Min Max Min Max Min Max 0 / Studio 37% 17% 25% 16% 24% 15% 22% 13% 18% 17% 18% 17% 19% 17% 0 / 1BR 52% 24% 33% 22% 29% 18% 25% 15% 20% 19% 21% 19% 21% 19% 0 / 2BR 71% 32% 44% 29% 37% 23% 29% 18% 23% 22% 23% 21% 23% 21% 0 / 3BR 83% 38% 53% 34% 44% 27% 34% 21% 26% 24% 26% 24% 26% 23% 0 / SF 94% 43% 60% 39% 51% 31% 38% 23% 30% 28% 29% 27% 30% 27% 1 / Studio 25% 14% 20% 14% 21% 14% 20% 13% 17% 16% 17% 16% 18% 16% 1 / 1BR 35% 19% 27% 19% 25% 16% 23% 14% 19% 18% 20% 18% 20% 18% 1 / 2BR 47% 26% 36% 25% 32% 21% 27% 17% 22% 20% 22% 20% 22% 20% 1 / 3BR 55% 31% 43% 30% 39% 25% 31% 20% 25% 23% 25% 23% 25% 22% 1 / SF 63% 35% 49% 34% 44% 29% 35% 22% 28% 27% 28% 26% 28% 26% 2 / Studio 19% 12% 17% 13% 19% 13% 18% 12% 16% 15% 17% 15% 17% 16% 2 / 1BR 26% 16% 23% 17% 22% 15% 21% 14% 18% 17% 19% 17% 19% 18% 2 / 2BR 35% 22% 30% 22% 28% 19% 25% 16% 21% 19% 21% 19% 21% 19% 2 / 3BR 41% 26% 36% 26% 34% 23% 29% 19% 23% 22% 23% 22% 24% 22% 2 / SF 47% 29% 42% 30% 39% 26% 32% 21% 27% 25% 27% 25% 27% 25% 3 / Studio 15% 10% 15% 11% 17% 12% 17% 11% 15% 15% 16% 15% 17% 15% 3 / 1BR 21% 14% 20% 15% 20% 14% 20% 13% 17% 17% 18% 17% 19% 17% 3 / 2BR 28% 19% 26% 20% 25% 18% 23% 16% 20% 19% 20% 18% 20% 19% 3 / 3BR 33% 22% 31% 24% 31% 21% 27% 18% 22% 21% 22% 21% 23% 21% 3 / SF 38% 25% 36% 27% 35% 25% 30% 20% 26% 24% 25% 24% 26% 24% Average 43% 24% 33% 23% 31% 20% 26% 17% 22% 20% 22% 20% 22% 20% * HOA dues are estimated at $0.40 per square foot per month. Utilities are estimated at $0.08 per square foot per month. P1 0 5 I. CHANGES IN WAGES AND HOUSING PRICES OVER TIME Prior to 1990, income categories were designated as low, moderate or middle income in accordance with the applicable guidelines at that time. In 1990, APCHA redefined the terms and established four income categories in an effort to create a greater variety of units to serve the community's income levels, along with Resident Occupied (RO). The four income categories were equated to the past income categories and adjusted annually using the Consumer Price Index (CPI). In 2003, Categories 5, 6 and 7 were added. Current income amounts were derived from 1999 data collected by the APCHA including: 1999 Housing Survey of Pitkin County Employees; Colorado Department of Labor and Employment reports; Colorado Department of Employment and Wages reports; U.S. Census Bureau: Flow of Funds Accounts Report and Annual Expenditures Per Child Report; and Housing and Urban Development Data Sets. Increases from these amounts are determined annually based upon the CPI or 3%, whichever is lower, of the existing maximum income levels. The graph above looks at the differences between the changes in Pitkin County Average Annual Pay since 1998 and 2011 (RED lines) and the CPI Index used to set allowable rents and change the income limits in the various categories. As is shown, over that 14 year period wages have risen twice as fast as the CPI index has. This may suggest that prices (rents and allowable sales prices) have become more affordable over this period as wages have increased at a faster rate than prices have (albeit not in the past 4 years). -20.00% -10.00% 0.00% 10.00% 20.00% 30.00% 40.00% 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Index Wage Increase Pitkin County 1998 to 2011 Wages compared to Category Changes Red -wage AVG: 3.97% Blue -index AVG: 1.72% P106 I. Strategic Review of Housing 28 Planning for the Future INDICATIONS OF CURRENT DEMAND No hard data exists around demand for affordable housing in the Valley. However, recent data collected for presales at Burlingame Phase II does provide a possible proxy data set for size, category and quantity that can be extrapolated into countywide estimates. In the table below, a summary of applications by housing category, and applications that included mortgage prequalification categorized by housing category (APCHA Qualified & Mortgage Prequalified) provides a glimpse at demand. Table 15 Total Applicants - Burlingame Phase II 233 233 1 B e d r o o m 2 B e d r o o m 3 B e d r o o m Si n g l e F a m i l y Applicants Without Categorization (131) (166) Just APCHA Qualified APCHA Qualified & Mortgage Prequalified TOTAL 102 100% 68 100% 19 15 32 2 Category 1 19 19% 11 16% 6 1 4 0 Category 2 29 28% 18 26% 9 1 8 0 Category 3 28 27% 21 31% 4 6 11 0 Category 4 22 22% 14 21% 0 6 8 0 Category 5 1 1% 1 1% 0 1 0 0 Category 6 2 2% 2 3% 0 0 1 1 Category 7 0 0% 0 0% 0 0 0 0 Resident Owned (RO) 1 1% 1 1% 0 0 0 1 100% 28% 22% 47% 3% Source: Burlingame Phase II March 2, 2012 Memo to City Council and Mayor While a significantly smaller number of applicants took their application process the additional step to obtain lending prequalification, we can see that this smaller pool of applicants still appears to be a good representation of the total population expressing interest in this affordable housing development, based on similar distribution percentages. Additional information from the smaller pool of applicants also provides us with a glimpse of needed unit size, shown in the far right-hand columns of the above table. Expanding these figures to represent an overall demand for Pitkin County presents a challenge, as there are varying interests within the population seeking affordable housing. Some individuals may be searching for housing in a family-friendly environment; some may be searching for immediate access to night-life; some may be searching for housing located next to specific transportation routes; some may be searching for housing within close proximity to work - individual’s and/or spouse’s office(s), etc… Obviously, the Burlingame Phase II cross-section of the County workforce will not fully capture the P107 I. Strategic Review of Housing 29 uniqueness of the entire population; but we can try to extrapolate some reasonable estimates about the larger population, with the help of some additional data. Table 16 2011 Affordable Housing Lottery Bids # of Bids As a % 1 Bedroom 2 Bedroom 3 Bedroom Single Family Total 126 100% 71 24 30 1 Category 1 0 0% 0 0 0 0 Category 2 43 34% 30 6 7 0 Category 3 37 29% 23 8 6 0 Category 4 25 20% 12 8 5 0 Category 5 10 8% 6 0 4 0 Category 6 1 1% 0 0 0 1 Category 7 0 0% 0 0 0 0 RO Unit 10 8% 0 2 8 0 Total 100% 56% 19% 24% 1% Source: APCHA Historical Data on Lottery Bids by Location and Year (2008 to 2011) The table above reflects the total number of affordable housing lottery bids in 2011. There are a number of similarities in the categorical distribution of these bids and the applicants unique to Burlingame Phase II, especially considering that Burlingame Phase II does not include Category 1 units and all such applicants are being prequalified for Category 2 housing. There continues to be a large cluster of housing need in the Category 3 & 4 levels (roughly at 30% and 20% of total units, respectively), with a modestly larger need in Category 2 housing (in the range of 35% to 40% of total units). The remaining 10% to 15% of demand appears to be mixed between Category 5 through Category 7 and RO units. Where differences tend to be most apparent between data sets, specifically in areas of unit size, there are some possible explanations, most notably the family environment focus for Burlingame and how that differs from downtown Aspen living. This would be the primary consideration for variance. Other possible concerns such as proximity to work seem less likely given the concentration of jobs centered in Aspen, Buttermilk, and Snowmass Village areas and the proximity that the Burlingame development has to all locations. Based on the primary assumption above, to adjust the Burlingame Phase II data into a more county-wide representation, shuffling some of the 3 bedroom demand into 1 bedroom demand appears to be most reasonable. Ultimately, an allocation of 35% to 40% 1-bedroom, 20% to 25% 2-bedroom, 30% to 35% 3-bedroom and no more than 5% Single Family appears to be a reasonable mix for demand by unit size. GROWTH IN LABOR FORCE Looking at history, recessionary periods are very commonplace for the nation, and for Colorado. While some recessions have had much greater effects on the economy than others, there has typically been one national recession each decade at a minimum, P108 I. Strategic Review of Housing 30 sometimes two, when looking back as far as the Great Depression. Without a doubt, there will certainly be another recession in the future; but when it will occur, and how deep and how lengthy it will remain, and what industries it will most affect, is anyone’s guess. Without these specifics, the impacts of such downturns and how they will influence our local workforce – and thus demand for affordable housing in the Valley – is anyone’s guess. With some acceptance of this uncertainty, the best assumption may be to apply averaged growth patterns for population and occupational growth to the current housing populations, with minor adjustments for near-term events with high probability, to establish and estimated aggregated changes in affordable housing demand. Historical employment figures below highlight the dramatic variances between Pitkin County and Colorado in weathering various economic conditions. Pitkin County has experienced much greater highs and much deeper lows in employment over the last 20 years. Such variances are largely the result of the lack of diversity in the types of jobs and industries represented in the County relative to the entire State. Table 17 Historical Change in Employment Year Colorado Employment Employment Percent Change Pitkin County Employment Employment Percent Change Annual Average Percent Change Colorado 1.93 Pitkin County 1.35 2011 2,497,297 0.64 9,946 -0.06 2010 2,481,447 -1.30 9,952 -4.57 2009 2,514,236 -3.34 10,429 -7.35 2008 2,601,059 0.68 11,256 1.90 2007 2,583,404 1.64 11,046 -0.02 2006 2,541,828 3.50 11,048 2.96 2005 2,455,773 2.63 10,730 5.60 2004 2,392,952 2.28 10,161 4.99 2003 2,339,532 1.54 9,678 -2.29 2002 2,304,109 0.03 9,905 0.61 2001 2,303,494 0.14 9,845 1.75 2000 2,300,192 1.34 9,676 11.78 1999 2,269,668 1.95 8,656 -2.71 1998 2,226,296 3.34 8,897 1.24 1997 2,154,294 3.39 8,788 3.52 1996 2,083,740 2.06 8,489 -0.08 1995 2,041,652 4.53 8,496 0.40 1994 1,953,111 6.64 8,462 7.14 1993 1,831,489 5.00 7,898 10.83 1992 1,744,235 2.33 7,126 0.95 1991 1,704,522 1.57 7,059 -8.31 1990 1,678,229 N/A 7,699 N/A Source: Colorado Dept. of Labor and Employment, LMI Gateway (May 3, 2011) P109 I. Strategic Review of Housing 31 The table above suggests that a long range average growth in employment for Pitkin County could be pegged at roughly 1.3% per year. Note that this average growth rate differs from the 0.5% growth assumption used in the EPS model (Attachment H), which EPS modeled from the growth data over the last ten years. As this recent ten year history includes two significant recessions, there is an understandable variance between the long term historical percent and the EPS assumption used in the model. Looking forward, short-term (2 years) and long-term (10 years) employment projections for Colorado as a whole fall below the average employment growth experience of 1.9% noted above, and consistently hovering around 1.3% moving forward. Additionally, and similar to trends identified in history above, “Central Colorado” areas (which will include Pitkin County) are projected to have greater volatility, with near term growth estimated at a relatively “strong” 2.2%, and a long-term growth rate retreating back below historical levels, but consistent with Statewide averages of 1.2%. Table 18 Region 2011 Estimated Employment 2013 Projected Employment Projected Employment Change Annual Average Percent Change Colorado All Areas 2,442,132 2,513,053 70,921 1.4 Metropolitan Statistical Areas Boulder-Longmont MSA 171,962 177,045 5,083 1.5 Colorado Springs MSA 268,736 277,464 8,728 1.6 Denver - Aurora MSA 1,319,463 1,355,081 35,618 1.3 Fort Collins-Loveland MSA 142,388 147,773 5,385 1.9 Grand Junction MSA 63,237 65,267 2,030 1.6 Greeley MSA 90,275 95,944 5,669 3.1 Pueblo MSA 61,855 63,429 1,574 1.3 Balance of Colorado Central Colorado 21,837 22,800 963 2.2 Eastern and Southern Colorado 74,489 75,190 701 0.5 North Central Colorado 88,142 89,929 1,787 1.0 Western Colorado 111,318 113,843 2,525 1.1 Source: Dept. of Labor and Employment, LMI Gateway (May 3, 2012) Table 19 Region 2010 Estimated Employment 2020 Projected Employment Projected Employment Change Annual Average Percent Change Colorado All Areas 2,392,755 2,694,871 302,116 1.2 Metropolitan Areas Boulder-Longmont MSA 166,052 174,106 8,054 0.5 Colorado Springs MSA 264,102 295,278 31,176 1.1 Denver - Aurora MSA 1,286,465 1,446,510 160,045 1.2 Fort Collins-Loveland MSA 141,161 167,287 26,126 1.7 P110 I. Strategic Review of Housing 32 Grand Junction MSA 63,164 77,183 14,019 2.0 Greeley MSA 85,582 104,773 19,191 2.0 Pueblo MSA 60,349 66,644 6,295 1.0 Balance of Colorado Central Colorado 21,490 24,209 2,719 1.2 Eastern and Southern Colorado 74,376 79,053 4,677 0.6 North Central Colorado 90,297 100,869 10,572 1.1 Western Colorado 111,458 131,137 19,679 1.6 Source: Dept. of Labor and Employment, LMI Gateway (May 3, 2012) Given above historical and projected data –further supported by signs of an improving economy, especially through increased construction activity and the return of leisure spending in the area – it is reasonable to anticipate that Pitkin County will continue to see larger positive and negative fluctuations in employment, with an averaged annual growth rate that will net to just over 1.0%, but perhaps be stronger in the near term. These employment trends will ultimately increase demand on affordable housing. Additionally, with the migratory nature of mortgage rates free market home prices – both of which can only really progress upward from current lows – demand will only be further amplified in the future as these other housing options begin to stretch further out of reach for much of the workforce. AN AGING DEMOGRAPHIC One possible offsetting factor to increased demand for affordable housing is the aging of current affordable housing residents, and potential turnover expected from this population. While turnover sounds likely in isolation, the influence of current policy allowing for individuals to remain in affordable housing after retirement raises this theoretical turnover into question. Shown in the table below, Pitkin County has experienced a significant increase in its population of seniors, which roughly doubled in size between 2000 and 2010. As these baby boomers continue to retire, there will likely be an increased probability for APCHA inventory to be overwhelmed by retiree occupants/owners. And with growth in the senior population expected to continue outpacing that of the younger, traditional workforce demographic, even with eventual turnover, new retirees will continue stretching existing inventory. Source: NWCCOG 2011 Benchmark Report, Page 43 Table 20 Pitkin County Demographic by Age 2000 Actual 2010 Actual 2020 Projected 2030 Projected 2040 Projected Age Count Percent Count Percent Count Percent Count Percent Count Percent Total 15,914 100.0% 17,148 100.0% 21,731 100.0% 26,315 100.0% 30,783 100.00% 0-59 14,195 89.2% 13,866 80.9% 16,762 77.1% 20,264 77.0% 24,070 78.20% 60+ 1,382 8.7% 3,282 19.1% 4,969 22.9% 6,051 23.0% 6,713 21.80% 75+ 337 2.1% 582 3.4% 1,202 5.5% 2,042 7.8% 2,359 7.70% P111 I. Strategic Review of Housing 33 Demographic information included in the table above represents the average change in age for the entire population in Pitkin County and thus differs from the aging assumption included in the EPS model as the EPS data reflects only demographic information for current affordable housing residences (a subset of the entire Pitkin County population). Of course, there are reasons for possible turnover in units occupied by this aging demographic – downsizing as family kids go off into the world; potential nest-egg to live off of in retirement; desire to change climates or lifestyles; etc. These individual choices are difficult to predict, especially considering the residents in this Valley and how passionate they are about outdoor and cultural opportunities offered in this collective community. Additionally, given current allowances to retirees in affordable housing, and recently expired opportunities to transition into free market housing within the Valley (either at the same size or reduced size dwelling), it is anticipated that newly retired affordable housing dwellers would remain in their units rather than experience the potential downside of applying for either a) more costly alternative housing, or b) risk re- qualification issues in attempting to acquire alternate affordable housing units. P112 I. With the population of baby boomers yet to retire over the next decade looming, coupled with current policy allowances for owners to remain in their affordable housing post retirement, assuming a loss of roughly 10 units per year to non-working individuals (on average) could be assumed. This estimate is based on the current number of retiree units in APCHA housing (248 as of 2012) times an estimated 1.5 retirees per household (to estimate some married and some single retirees) divided by the estimated population of retirees in 2012 (3,619 retirees based on the imputed 2012 value of Pitkin County demographics age 60+ from the table above). The resulting percentage (10% of total Pitkin County persons age 60+ who live in APCHA housing) can be held constant and benchmarked against the NWCOG demographic projections for this age band into the future. When the baby boomer retirement wave is still influential, the estimated loss in housing due to retirees is approximately 12 units per year; when that wave passes, is loss drops to roughly 7 units per year. As the NWCOG estimate factors in migration out of the county and mortality, these variables should be incorporated. NWCOG Estimate Straight-line Demographic Allocation NWCOG Estimate Straight-line Demographic Allocation NWCOG Estimate 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 Population 60+ 3,282 3,451 3,619 3,788 3,957 4,126 4,294 4,463 4,632 4,800 4,969 5,077 5,185 5,294 5,402 5,510 5,618 5,726 5,835 5,943 6,051 Implied Retirees in APCHA Units 372 389 407 424 441 459 476 493 511 522 533 544 555 566 577 589 600 611 622 Assumed Retirees / Unit 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 # of Retiree Units 248 260 271 283 294 306 317 329 340 348 355 363 370 378 385 392 400 407 415 Change in Retiree Units / Year 12 12 12 12 12 12 12 12 7 7 7 7 7 7 7 7 7 7 P1 1 3 I. UPDATING THE EPS (ECONOMIC & PLANNING SYSTEMS) STUDY In 2002, Economic & Planning Systems (EPS) developed an affordable housing strategic plan that contained a Housing Needs Assessment which estimated the need for housing workers locally by targeting housing 60% of Pitkin County workers locally. The 60% target was based on the 2000 Aspen Area Community Plan (AACP), but the 2012 AACP no longer has the 60% target. The attached 2012 EPS Affordable Housing Demand Model (Attachment H) instead estimates the need for housing workers locally by targeting the current Pitkin County worker commuting pattern as one that may be generally accepted as desirable to maintain. In 2012, about 47% of Pitkin County workers are housed in Pitkin County, but in the next ten years this could drop to 40% due to the forces of (1) job growth, (2) further gentrification of neighborhoods and (3) retirement of Pitkin County workers in their affordable housing units. (1) Job Growth: In order to estimate “total employment” – which is the sum of wage and salary employment plus proprietors – the EPS model uses data from the U.S. Bureau of Economic Analysis (BEA), which is considered to be the most accurate job estimates. However, BEA data lags by approximately 2 years and is thus supplemented for further accuracy by the use of Colorado Department of Labor (CDOL) and US Bureau of Labor of Labor Statistics (BLS) data, which lag only by about 7 months and are available at geographies smaller than counties. The EPS report first estimates jobs in Pitkin County and then converts those to Pitkin County workers and finally to Pitkin County worker-households, which would correspond to a “housing unit”. (It is important to note that the majority of this study looks at Pitkin County households as a proxy to understanding Pitkin County worker- households, but the EPS report specifically looks at Pitkin County worker-households, which may be skewed slightly lower-income than Pitkin County households.) From 2012 to 2022, EPS estimates that – through job growth alone – there will be 530 new Pitkin County worker-households, and if it is desired to maintain housing 47% of those households in Pitkin County, there will need to be an additional 247 housing units within the next 10 years to support job growth. (2) Gentrification: The availability of attainably-priced free market housing has continued to decline. The Colorado Department of Local Affairs (DOLA) reported 131 demolitions over a four- year period from 2005 through 2008. Assuming that half of these units were occupied by employees, a continued loss of 16 units per year is projected over the next 10 years. Thus it is estimated that there will need to be an additional 160 housing units within the next 10 years to support further gentrification of neighborhoods. P114 I. Strategic Review of Housing 36 (3) Retirement: The EPS study builds upon the retirement model that was used for the 2007 Housing Summit by re-developing the age profile of the worker population in existing affordable housing based on actual birthdates of housing owners and by replacing workers in the system based on the actual rate of replacement and the actual ages of the replacement population observed in the past 5 years. Their model suggests the need to replace 367 units over the next ten years as a result of units lost to retirees. Separate from the EPS study, the persistence of workers in affordable housing units was also further studied by looking at addresses of individuals in affordable housing who were registered to vote in Pitkin County in 1996, and comparing those to addresses of the same individuals registered to vote in 2012. This suggested that about 25% fewer people than the EPS model estimated are actually staying in the Pitkin County employee housing system. By combining the results of these two different methodologies, it is estimated that approximately 25 existing housing units per year will be lost to retirement over the next 10 years, which is less than was once thought. Thus there will need to be an additional 250 housing units within the next 10 years to support further retirement of workers in affordable housing units. Summary: (1) Job Growth 247 (2) Gentrification 160 (3) Retirement 250 TOTAL 657 new workforce housing units needed from 2012 to 2022 Estimate of production from 2012 to 2022: Mitigation 50 units Employers 50 units (an assumption for projection purposes) City/County 557 units TOTAL 657 units City of Aspen Land-Banked Housing Properties and Estimated Units: Property Potential Units Burlingame Phase II 161 517 Park Circle 20 802 West Main 12 488 Castle Creek 30 BMC West 150 312 West Hyman 4 TOTAL 377 potential units P115 I. Strategic Review of Housing 37 Nearby Communities FREE MARKET OPTIONS Below are graphs depicting the changes in average home price and average price per square foot throughout Pitkin County and other neighboring communities in the Valley. Consistent with many other areas in the State, local area home prices have been reduced below where they were six years ago, with the mid- and down-Valley areas being hit the hardest. Source: Data pull by BJ Adams for single family and condo/townhome units as of June 30, 2012. 2007 2008 2009 2010 2011 2012 YTD ASPEN - Avg. Sale Price $3,301,183 $4,186,190 $3,964,732 $3,758,048 $3,824,395 $3,120,640 ASPEN - Avg. Price / Sqft $1,272 $1,393 $1,127 $1,029 $1,016 $988 TOSV - Avg. Sale Price $2,303,657 $2,170,342 $2,590,321 $2,573,304 $1,762,735 $1,556,702 TOSV - Avg. Price / Sqft $1,046 $1,084 $815 $785 $683 $663 BASALT - Avg. Sale Price $909,267 $868,530 $851,231 $589,906 $588,831 $465,926 BASALT - Avg. Price / Sqft $484 $519 $372 $297 $263 $235 $0 $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 $3,000,000 $3,500,000 $4,000,000 $4,500,000 Pitkin County - Average Sale Price and Price / Sqft P116 I. Strategic Review of Housing 38 Source: Data pull by BJ Adams for single family and condo/townhome units as of June 30, 2012. Given this dramatic change in price over the course of the last five years, free market housing has increasingly become an alternative to current and prospective affordable housing dwellers in the Valley. Despite for-sale single family housing inventory below $500,000 diminishing from recent levels in mid-Valley locations, similarly priced condominium and townhome units still remain. Additionally, low rates for free-market rentals have also increased migration out of affordable housing environments and have curbed some near-term demand. SNOWMASS VILLAGE Inquiries with the Housing Authority in the Town of Snowmass Village returned information that was somewhat divergent from what may be true for Pitkin and Aspen. With the recent additions to the Rodeo Lot development providing a handful of additional single-family homes and duplexes to the area, and the very limited number of bids for said units, indications of current equilibrium abound for this community. This is also despite the fact that 2012 sales have increased sizably from 2011, as it is believed that much of this uptick is stemming from current residents seeking out opportunities down valley, where dramatically reduced prices have enticed current renters/owners. 2007 2008 2009 2010 2011 2012 YTD EL JEBEL - Avg. Sale Price $611,246 $705,708 $578,845 $495,409 $374,214 $341,448 EL JEBEL - Avg. Price / Sqft $312 $348 $258 $236 $180 $151 CARBONDALE - Avg. Sale Price $694,275 $686,532 $570,709 $496,809 $374,597 $358,943 CARBONDALE - Avg. Price / Sqft $312 $348 $258 $236 $180 $151 GLENWOOD - Avg. Sale Price $401,803 $421,330 $409,459 $334,819 $244,250 $232,352 GLENWOOD - Avg. Price / Sqft $248 $271 $227 $186 $136 $126 $0 $100,000 $200,000 $300,000 $400,000 $500,000 $600,000 $700,000 $800,000 Down Valley Communities - Average Sale Price and Price / Sqft P117 I. Strategic Review of Housing 39 EAGLE COUNTY Eagle County has experienced dramatic declining demand for affordable housing since the start of the last recession. Prior to 2009, demand equated to roughly twenty-one buyers per resale unit… today there is merely one buyer per property, and properties tend to average six to twelve months on the market prior to change in possession. The dramatic change is speculated to be the result of increased choices in free market properties (due to price reductions and favorable interest rates) and greater difficulties in obtaining financing. With the recent changes in demand, Eagle County gauges that its current affordable housing stock is meeting demand for some of its population; however, subsidized properties specific to low income households (60% AMI or below) continue to have two year waiting lists and would be the demographic/development most in need of additional housing options in the near term. At this time, only a senior care campus in Eagle is being considered for development in the foreseeable future – nothing new is being planned for the Roaring Fork Valley. GARFIELD COUNTY (includes BASALT) The Garfield County Housing Authority (GCHA) is not a developer of affordable housing. They partner with others for this purpose. Currently, as a partner in a sixty unit complex, they are providing thirteen Section 8 vouchers to be used so that the project qualifies as a Low Income Housing Tax Credit project. In this way the developers get tax credit benefits for providing thirteen very low income (30% AMI) units and the developers also are able to charge somewhat higher rents on those units which are paid by the vouchers. GCHA in combination with the Town of Basalt, the Town of Carbondale, the Town of Glenwood Springs, and Garfield County, administers the affordable housing programs in those jurisdictions. Currently that represents fewer than 200 units. GCHA also is the contract administrator for the Section 8 vouchers for five counties (including Pitkin). The Garfield County Housing Authority does not consider its integration with social services a sophisticated one. Like Pitkin County it makes many referrals to other service providers such as the Salvation Army, Catholic Charities, Lift Up, or the Veterans Administration services in Mesa County. The Garfield County Housing Authority is also experiencing increased demand for housing that service populations of at-risk households. GarCo Housing staff shared that Social service providers in Garfield County have expressed some unhappiness with the GarCo Housing Authority for not providing housing for those it deems in need. APCHA has a similar experience in Pitkin County. Each group, housing providers and social service providers, have regulations that govern how the various programs are administered. Even if housing is provided as the bedrock P118 I. Strategic Review of Housing 40 stabilization effort, there is not any assurance that the individual will continue to meet the requirements of the social services program(s) and regulations. In those cases, a person may qualify for housing, but they may soon “fall off the social service help wagon” because they do not continue to meet the social service requirements and therefore lose their case worker or the other support needed to keep them functioning as peaceful tenants. The housing entity is then left to absorb the legal expenses it takes to shed a problem tenant in its housing. Worse yet are those problematic tenants who act out in a dangerous way before the legal process has had the time it takes, to move them out of the property. Housing staff members or nearby neighbors often bear the brunt of any danger that results. APCHA is more pro-active than the Garfield County Housing Authority in that APCHA actively refers tenants deemed in need, to the Pitkin County social service provider network. APCHA updates and posts public lists of service providers throughout the properties it administers. Beyond that APCHA increasingly enters into a dialog with local social service providers regarding housing actions it is taking or contemplating that apply to at-risk tenants. APCHA has included social service professionals in real time e-mail communications concerning at-risk individuals in an effort to give the social service network as much of a head start in addressing the need, as it can. GarCo Housing utilizes federal Section 8 housing vouchers to a much higher degree that does Pitkin County. GarCO Housing has an allocation directly from HUD, for 434 Section 8 vouchers, but currently only has a budget for 385 to be utilized. Their wait list for a Section 8 voucher is 3 years. Many of the Garfield seniors that need housing are aided by those Section 8 vouchers. Pitkin County only has 15 vouchers allocated through the Colorado Department of Housing. The federal government has not issued any new section 8 voucher for as long as any of us can remember, so any new allocations come through the re-shuffling of those not being used elsewhere to those who have applied for more. VASH vouchers, which benefit veteran’s, are not available to counties without a veterans’ hospital so if a local veteran needs such a voucher they are advised to move to Mesa or Denver Counties in order to have access to them. Un-used Mesa county VASH Voucher allocations are not being distributed to other counties in need. P119 I. Strategic Review of Housing 41 Livability Adj. 1. liveable - fit or suitable to live in or with; "livable conditions", livable The KEY QUESTIONS to be addressed by this portion of t the Briefing Book are: 15. What does “livability” mean? 16. What is the target for the housing stock to be produced? For current housing stock? 17. What is the balance between the competing priorities of quality, project cost, livability, total cost of ownership, pride of ownership, sense of community, neighborhood impacts, accessibility, environmental sustainability, constructability and many additional detailed considerations? Throughout 2010, the City of Aspen conducted an inclusive, open, transparent and rigorous public outreach program to engage the community in the affordable housing design process. This program sought input from various stakeholder groups including the general public, Burlingame Ranch Phase I homeowners and HOA leadership, Aspen City Council, Pitkin County Board of County Commissioners, Aspen and Pitkin County Planning & Zoning Commissions, Housing Board, Housing Frontiers Group, Construction Experts Group, Citizens Budget Task Force and potential housing partners. Additional review and input was sought from key jurisdictional departments and agencies such as the Aspen-Pitkin County Housing Authority, various city departments, the Aspen Fire Protection District, the Aspen Consolidated Sanitary District, the Roaring Fork Transportation Authority, as well as affordable housing property managers and local media. At each stage of the design process, input was sought and designs were modified based on the input received from the community as was deemed appropriate by the design team and with direction from City Council. The design team was challenged to balance the competing priorities of quality, project cost, livability, total cost of ownership, pride of ownership, sense of community, neighborhood impacts, accessibility, environmental sustainability, constructability and many additional detailed considerations. In addition to integrating community input, this outreach strategy facilitated the design’s compliance with applicable guidelines, regulations and requirements, and capitalized on the lessons learned from other comparable City housing projects. What the design effort for Burlingame II has taught us can help inform the conversation about the meaning of livability among the Aspen affordable housing community. P120 I. Strategic Review of Housing 42 GENERAL PRINCIPLES OF LIVABILITY Goals: Housing developments should endeavor to balance the principles of community, livability and quality against impacts such as unreasonable levels of cost and construction activity intrusion. Housing structures should utilize land as efficiently as possible and should seek construction efficiencies to levels that do not sacrifice livability beyond levels that are not consistent with these goals. Architecture should be sensitive to neighborhood context to the extent possible while achieving these goals as well. Density: Density should be considered as more than just a number and should consider neighborhood context, available open space, amenities and other overall community considerations. Successful housing developments range in density from Snyder at 7.5 units per acre and Burlingame Ranch at 8.6 units per acre to Centennial at 14.1 units per acre and Hunter Creek at 20.7 units per acre. Construction Quality: Quality construction should be employed to maximize energy efficiency and to mitigate sound and vibration transmission. It is important to people not to feel as densely housed as they actually are, and it is possible to invest in construction quality up to a point short of diminishing returns to make a densely populated facility feel as livable as possible given available resources. Environmental Sustainability: Environmental sustainability standards which are consistent with community goals should be integral to the construction quality program. Investments in sustainability measures should be carefully prioritized to be consistent with housing development goals. Housing Unit Sizes: Housing for a diverse population of income levels should not discriminate livable space based on incomes. Creating equitably-sized housing units of standardized sizes can create construction efficiencies and increase flexibility to transfer units among people of differing income levels. The Colorado Division of Housing has established “indicators of modest but decent housing” with suggested sizes of 500 square feet for studio or efficiency units, 700 square feet for one-bedroom units, 900 square feet for two-bedroom units and 1,200 square feet for three-bedroom units. Accessibility: Housing facilities should provide on-grade access above and beyond code requirements where reasonably possible. ADA type B accessibility standards are a model example of dwelling unit uniformity and fair housing conditions with which construction efficiencies can be achieved. P121 I. Strategic Review of Housing 43 Public Safety and Automobile Circulation: Whenever possible, housing developments should prioritize livability and public safety over traffic circulation considerations and should provide pedestrians with priority over automobiles. Community Open Space: Community open space should be created to maximize the use of available land and should be landscaped to facilitate peaceful, playful and socially-interactive enjoyment through the use of turf or low-grow grasses as well as strategically-placed shrubs and trees to facilitate demarcation of areas and/or privacy where needed. Parks and Trails: Parks and trails provide community benefits and should be connected to housing developments where possible. The use of boulder retaining walls can create material cost efficiencies and can be a contextually-sensitive means of retaining earth as opposed to engineered alternatives. Parking and Storage: Parking and storage are key attributes that relate to day to day interaction with a housing facility. Local workers may not use their cars every day, but they have a right like everyone else to keep a car in their possession, particularly because Aspen is a remotely located City. Affordable housing units do not generally afford the amount of space that suburban living in America generally affords so convenient access to a reasonable amount of storage space is a key attribute to any housing unit. Parking and storage should be located within reasonable distance to one’s housing. The use of carport structures can be an equitable means of providing covered parking without a high level of expense and can be used where needed to retain earth. Total Cost of Ownership: Total cost of ownership or total rent should be considered in affordable housing designs. The use of durable assemblies and materials as well as low-maintenance mechanical systems along with operational efficiency considerations such as ease of snow removal and landscaping can help keep long-term costs down. Thoughtful design for management of snow, ice, moisture and freeze/thaw conditions can eliminate the need for gutters and downspouts and can help keep maintenance costs down. Wildlife: Sensitivity to wildlife and surrounding open areas is extremely important. Trash and recycling facilities should be ‘bear-proof’ and should otherwise be consistent with wildlife management practices. Mail and transit stop facilities should attempt to keep people separated from areas which could potentially attract bears or other wildlife. Site Lighting & Facilities: Site lighting should provide safety while remaining contextually sensitive and where possible should employ the use of timers and/or sensors to be as energy-efficient as possible. Guide-on principles can be equally safe and less intrusive than flooding large P122 I. Strategic Review of Housing 44 areas with light. External availability of water and electrical sources are amenities that tenants and/or homeowners highly appreciate. Public Transportation: Access/availability of public transportation is a must. LIVABILITY CHECKLIST The list below should be utilized as a comprehensive guide when considering future affordable housing development design.  Characteristics as apply to disabled community  Density  Family oriented vs. non-family oriented  Working vs. retirement orientation  Occupancy per unit standards (minimum/maximum)  Flats vs. multi-levels • Accessibility  On-grade access vs. stairs to get to unit  Below-grade / partial below grade units  Minimum square footage by bedroom count/per person • Relationship to category • Minimum dimensions for room usage  Storage • How it contributes to “keeping the community orderly” • Within the unit:  Kitchen cabinets  Laundry areas  Foyer – front and rear  Linen closets  Oversize bedroom closets (upper shelves for seasonal storage)  Additional unfinished areas • External – areas that can be used for storage and “closet spaces”  Proximity to unit • “Toys” – bikes, boats, skis, snowmobiles, etc. • Locked vs. open – security issues  Garbage/mail • Proximity to units • Aesthetics • Animal proofing • Recycling  Outdoor living areas tied to my unit • Grilling area • Patio • “my garden”  Parking • Location on site and relationship to streets/alleys P123 I. Strategic Review of Housing 45 • Number per unit/bedroom • On-site vs. on-street vs. remote • Covered vs. non-covered • Guest / visitor / service usage • Accessible parking • Proximity to unit • Dimensions of spaces / geometry of getting in and out • Covered parking and storage associated with “my space” • Aesthetics of parking in development – “mass”, planters, islands, etc. – pedestrian movement • Snow removal/storage issues (cost, ease, etc.) • Parking of resident’s commercial vehicle • Trailer (toys) parking  Public space and recreation • Location • Trail / pedestrian access • Flexible use spaces • Type • Fencing and security • Segregation of children  Access to public transportation • Bike storage at nodes  Noise • Unit-to-unit transmission • Outdoor noise  Lighting • Natural light • Indoor lighting • Exterior lighting  Ventilation / heating / cooling  Control systems – network outlets, electric outlets, cable/satellite, utility usage, lighting, etc.  Laundry in unit  Heating – type • Baseboard vs. vented vs. radiant • Electric vs. gas • Common vs. unit-based  Solar and PV accessibility/orientation/design that allows for  Pets  Landscaping • Grass vs. native • Upkeep • Irrigation • Hose bibs P124 I. Strategic Review of Housing 46 • Community gardens • Cost of maintenance – design considerations • Stormwater considerations  Kitchen • Gas vs. electric appliances • Single vs. double sink • Microwaves • Appliance finishes • Range hood – externally vented vs. internally recirculated  Counter tops  Durability • Maintenance • Dishwasher • Garbage disposals • Storage • Dimensions for usability • Type of stove • Islands  Bathrooms • Lighting • Tubs / showers • Toilet type / size • Storage • Ventilation • Dimensions for usability • Number per unit • Finishes – aesthetics and durability • Sinks – single vs. double . . . faucet types  Lifetime maintenance issues (cost of ownership) • HVAC – access to systems • Appliances • Floor coverings • Infrastructure • Energy efficiency P125 I. Strategic Review of Housing 47 Mitigation The KEY QUESTIONS to be addressed by this portion of the Briefing Book are: 18. What is the current requirements/current approach? 19. What is the purpose of mitigation requirements? 20. What is the role of mitigation in meeting future supply needs? 21. How does housing mitigation fit into negotiations with developers for “other” community needs? Is it appropriate for housing mitigation to be the “first to go” in those negotiations? One of the impacts of development is the generation of jobs in our housing market where typical workers cannot afford to live, which means jobs would be filled by commuters. This phenomenon, unmitigated, would tend to erode the strength and viability of the year-round community, and place additional pressures on the heavily burdened valley- wide transportation system, resulting in a reduced quality of life for all. CITY MITIGATION The generation of new employees creates the need for additional housing for those employees. The provision of affordable housing or a cash-in-lieu fee for the construction of future affordable housing offsets the job and housing impacts created by development. Under the Growth Management section of the land use code, job generation is calculated by land uses: Commercial, Lodging, Free-Market Residential, Essential Public Facilities, and Affordable Housing. The Growth Management Quota System (GMQS) outlines different employee generation rates for each use. Development has been required to provide affordable housing for its employee generation since the 1970s, when the Growth Management Quota System was established. The City has never required development to mitigate for all of the employee housing impacts – the highest rate of housing mitigation is 60%. There is disagreement on how this number was established, but it may track back to a desire expressed in the 1993 AACP that 60% of all Aspen Area employees should live in the Aspen Area. The amount of mitigation required of development varies widely, based on the proposed land uses and on various identified “community benefits.” Currently, GMQS requires: • New commercial space to provide affordable housing mitigation for 60% of the employees generated. • New lodge units with rooms averaging 600 square feet to provide affordable housing mitigation for 60% of the employees generated. P126 I. Strategic Review of Housing 48 • New free-market residential units (multi-family units and units in a mixed-use building) to provide affordable housing mitigation equal to 30% of the free-market net livable area. • New free-market residential units (demolition and redevelopment of single-family and duplex) to provide affordable housing mitigation equal to the net increase in floor area. There are many instances where mitigation rates are lowered in an effort to gain a community benefit, for example: • After determining that small lodge rooms were becoming scarce, the City reduced the mitigation rate to 20% of new employees generated if a new lodge project featured average room sizes of 400 square feet or less. • There are similar rate reductions for the expansion commercial and lodging uses in Historic Landmark buildings. The rationale is that such properties are already under a unique and costly regulatory burden, and it is preferable for the long-term health and viability of the landmarks to be physically improved and functional, while retaining historic integrity. • “Alley stores” of 600 square feet or less are exempt from any housing mitigation. The concept is that small, “out of the way” stores would tend to be local-serving or locally-owned and therefore reflect a community benefit. There have been no applications for such space since this exemption was established in 2005. While affordable housing has clearly been a priority for the City since the 1980s, the City’s track record of providing exemptions from mitigation indicates that other community benefits are considered to be just as important. It may simply be that housing mitigation is the City’s most powerful and versatile negotiating instrument when it comes to influencing the nature of new development. There are a wide range of methods for providing housing mitigation. Over the years, the most highly valued method was the construction of affordable housing on the same site as the new development. However, this has at times resulted in objectionable height and massing to fit all uses on the site. As a result, the code allows new development to provide affordable housing through actual units built or deed-restricts off-site, through the payment of cash-in- lieu or a housing impact fee, or through an Affordable Housing Certificate program. Cash-in-Lieu & Housing Impact Fee: The code allows for a “cash-in-lieu” payment as a method to pay for required affordable housing mitigation. The amount of the cash-in-lieu payment for one free-market unit is intended to equal the amount necessary to subsidize one affordable housing unit. The current cash-in-lieu fee has its origins in 1992, when the Housing Authority reviewed the costs and sale prices of the West Hopkins affordable housing project to establish a subsidy amount for one FTE. In 1995, the Housing Authority looked at the costs and sale prices at the Juan Street and Benedict Commons projects to further refine the subsidy estimate. Since 2001, the Housing Authority has used the Denver Area Consumer Price Index (CPI-W) for Urban Wage Earners and Clerical Workers to approve annual fee increases. P127 I. Strategic Review of Housing 49 To complicate matters, the City uses a cash-in-lieu fee in some cases, as noted above, and a “housing impact fee” on other cases – and the fee amounts differ substantially. For development that involves free-market multi-family residential, commercial, or lodging uses, the cash-in-lieu fee is based on the subsidy amount necessary for a Category 4 housing unit. Because Category 4 units are intended for relatively high-income households, the sales prices are higher, and therefore the subsidy is lower. The current Housing Guidelines establish $139,890 as the subsidy for one Category 4 unit. However, for development that involves the demolition and expansion of single-family homes or duplexes, the “housing impact fee” is imposed. This fee is based on the subsidy required for the average of Category 2 and Category 3 housing units. Because these lower categories are intended for lower-income households, the sales prices are lower, and therefore the subsidy is higher. The current Housing Guidelines establish $230,790 as the subsidy for one such unit. Some argue that the cash-in-lieu and housing impact fee amounts are lower than the funding necessary to subsidize one housing unit. Affordable Housing Certificate Program: The Certificate of Affordable Housing Credit program was enacted in 2010. Three projects, each proposed by the private-sector, have been approved through this process. One is fully constructed, known as the Ajax Apartments Condominiums, and another one on Main Street has begun construction. The Ajax Apartments Condominiums contains eight one-bedroom units and have been sold to qualified employees. This project created 14 FTE credits for another developer to purchase for mitigation purposes. At this point in time, however, none of the 14 credit certificates have been purchased to be utilized to satisfy another developer’s mitigation requirements. This type of program could emerge as a critically important method of producing affordable housing. Previous to the new Certificate program, the private sector – without subsidy or as a requirement of mitigation – rarely volunteered to build affordable housing, largely because of the artificially low sale or rental rates they were allowed to charge for the units. The new Certificate program allows the private sector to not only sell/rent the units, but also to sell the Certificates to others in the private sector who needed to meet City mitigation requirements. This makes it more financially viable for the private sector to build affordable housing. City planning staff reports a need for the program’s first major update. The current program did not contemplate a certificate owner and a potential purchaser needing to ‘convert’ between category levels. (e.g. “you can sell me your Cat 3s, but I need Cat 2s.”) The primary certificate developer has recognized this issue and has approached the City. City staff would like to receive direction to work on this code amendment. Any amendment would be coordinated with the primary certificate developer and other affected parties. Demolition and Replacement of Single-Family and Duplex Development: When a property owner proposes to demolish a single-family or duplex home and replace it with a larger structure, they are given a ‘menu’ of mitigation methods from which to choose: P128 I. Strategic Review of Housing 50 1. Construct an on-site Accessory Dwelling Unit (ADU), which can be rented to an eligible employee by the property owner on a voluntary basis; 2. Pay the affordable housing impact fee; 3. Provide a Certificate of Affordable Housing Credit, reflecting that a fully deed-restricted unit has been voluntarily constructed elsewhere. 4. Provide a fully deed-restricted housing unit off-site, within the Aspen Infill Area; 5. Place a Resident Occupancy (RO) deed restriction on the single-family dwelling, or one unit of the duplex. Since 1990, property owners have overwhelmingly chosen either option #1 or #2 – to build an ADU or pay the fee. In the last 10 years, property owners have overwhelmingly chosen to pay the fee. Going back to the mid-1990s and currently, APCHA, along with some other critics, have strongly maintained that because ADUs are not required to be rented, they represent an ineffective method of mitigation. Throughout the AACP and other housing-related discussion, there’s been expressed a desire to eliminate the ADU option for mitigation. If it is the position of the respective boards, City staff would like to receive direction to amend codes to eliminate the ADU mitigation option. Any code amendment would still proceed through public hearings Inclusionary Zoning: It is important to note that much of the provision of affordable housing in the downtown core (Commercial Core and Commercial Core-1 zone districts) is based on inclusionary zoning and not mitigation. This means that the zoning code requires the development of affordable housing when free-market residential development is proposed on a parcel, regardless of the mitigation requirements outlined in GMQS. For instance, on a 6,000 square foot parcel, an applicant is allowed to construct 3,000 square feet as free market residential space, but only if they also construct 3,000 square feet as affordable housing. Aspen’s other commercial zone districts include similar inclusionary requirements. These downtown zoning prescriptions are not related to the concept of mitigation. For example, 3,000 square feet of free market residential development would require the construction of 900 square feet of affordable housing according to the Growth Management Quota System. The inclusionary zoning downtown requires the applicant to provide 3,000 square feet for affordable housing. Other Sources of Funding for the Development of Housing: Aside from mitigation that is directly related to a specific development, the City gathers revenues for the Housing Development Fund from two sources: • 1% fee on real estate transactions, known as the RETT • 45% of the income from a 0.55% sales tax for housing and day care From City’s “Mitigating Impacts of Development” white paper – section on housing mitigation -- Some Suggested Next Steps From APCHA Without a current “target” or ceiling for the production of affordable housing, it is difficult to determine whether the current revenue streams are adequate to meet housing goals. The RETT, the sales tax and impact fees in the County fluctuate considerably with economic conditions, as does the demand for affordable housing. P129 I. Strategic Review of Housing 51 • The job generation study that was used for commercial, lodge and office uses is 10 years old and needs to be updated. This effort is currently under way and is anticipated to be completed later this year. (city only) • The cash-in-lieu and housing impact fees need to be updated. This process is currently on-going. A recommended methodology to determine cash-in-lieu is scheduled to be brought forward for review and approval before the end of 2012 and is proposed to be incorporated within the City and County Land Use Codes. • Evaluate the accuracy of using CPI-W for annual cash-in-lieu increases and determine if updated methodology is appropriate • The “mitigation menu” for single-family and duplex development should be reviewed for effectiveness. This should include a review of the ADU program and the viability of the Certificate of Affordable Housing Credit program. (city only – county doesn’t have the housing certificate program) • The recent zoning changes to the Commercial Core (CC) and Commercial (C-1) zone districts should be reviewed. Any update to these zone districts, including what uses are appropriate for a third floor, should include an evaluation of how inclusionary zoning has performed, an examination of the on-site housing incentive and a feasibility study regarding the ability to provide mitigation on-site versus restrictive dimensional requirements. (City has received direction from Council to do this, but as a separate process as the CC and C-1 zoning changes) • If Council desires to define or redefine “community benefit,” it will involve a comprehensive review of Growth Management to determine whether current exemptions should remain, if some should be removed and whether new community benefits should be added. This kind of process should include a re- evaluation of the objective scoring system. (city only) • Not require on-site units or off-site units. Allow an applicant to have a 100% mixed use building without any AH component within the building. One such thought would be to require the developer to purchase twice the required number of housing mitigation credits to satisfy the AH component that would be required under a “normal” development process. (note that there are very limited housing credits currently available, so that would need to be part of the conversation – if we do away with a requirement to build actual units and there aren’t any housing certificates available then that leaves us with cash-in-lieu payments as the only mitigation option. Also, doing this would mean getting rid of the inclusionary zoning that is discussed above.) COUNTY MITIGATION PAST: Until 2004 Pitkin County only received housing mitigation funds on Growth Management projects. In 2004 a study was done with Clarion and Associates that P130 I. Strategic Review of Housing 52 assessed the fee based on a capital replacement analysis. This revised the Pitkin County Land Use Code to account for housing mitigation for all new development (residential, commercial and tourist) at the time of building permit. Residential employee generation is based on square footage of the home. See the attached formulas that were adopted by the BOCC. At the time these fees were very conservatively applied (see details below). Commercial mitigation is based on the use and square footage of the space being developed thereby creating the number of employees generated (see below). Mitigation for Tourist Accommodations is based on standard and luxury room type and the # of employees generated. (below). In 2007 the County looked at a new study but no new regulations were passed based on the downturn in the economy. PRESENT: The County is currently participating in a study with the City of Aspen. The goals of this study are to: 1. Have a uniform approach for all entities ( City, County and Housing Authority) 2. Make the fee more realistic based on the cost of land and construction costs; 3. Leave the ultimate decision on how to apply the study up to each jurisdiction to make separately, but have the basis of the study be the consistent and defensible. AACP: The AACP discusses mitigation in the Philosophy section: The creation of affordable housing is the responsibility of our entire community, not just government. We should continue to explore methods that spread accountability and responsibility to the private sector, local taxing districts and others. Pitkin County approved Section 8-30 of their Land use Code, which provided employee housing impact fees to enable the County to develop affordable housing. The purpose of the employee housing impact fee is to require the applicable development to pay to mitigate the impacts of development and land use to the employee housing stock managed or controlled by Pitkin County or its housing designee, the Aspen/Pitkin County Housing Authority (APCHA). The employee housing impact fee constituted a law of general applicability of Pitkin County is applicable to all property in unincorporated Pitkin County. The impact fee is applicable to the following classifications of development and land use: 1. Residential Development and Land Use: Structures with five thousand seven hundred fifty (5,750) square feet or less of interior space, as measured by the International Building Code (IBC), shall not be assessed an impact fee. For residential structures over five thousand seven hundred fifty (5,750) square feet, one hundred (100) percent of the impact shall be mitigated for the full size of the P131 I. Strategic Review of Housing 53 structure. Multiple residential structures on one property shall be considered as one structure. 2. Commercial Development and Lane Use: 100% of the impact fee shall be mitigated for the full size of commercial construction. 3. Tourist/Lodge Accommodation Development and Land Use: (a) Standard Rooms: 100% of the impact shall be mitigated for all rooms in excess of 4. (b) Luxury Tourist/Lodge Rooms: 100% of the impact and use shall be mitigated for all rooms. (c) Unclassified Development or Land Use: Development or land use not fitting into the above described development or land use shall be subject to the employee housing impact fee pursuant to Sec. 8-30-60. (d) The employee housing impact fee shall be adjusted administratively once per year on the anniversary date of the adoption of the current fee schedule to reflect inflation. The measure of inflation shall be the annualized rate of inflation published in the Consumer Price Index (Denver/Boulder/Greeley CPI-W) as established by the United States Bureau of Labor Statistics. If this index should be discontinued, then reference will be to Denver/Boulder/Greeley CPI-U, and if this is not available, then to CPI-W All Cities. Payment of Employee Housing Fee (Section 8-30-20): Procedures for payment of the Employee Housing Impact Fee are set forth in Chapter 2, Impact Fee for Residential Development and Land Use, of the Pitkin County Land Use Code. Impact Fee Formulas: • Residential Development or Land Use: The fee will vary based upon the size of the residential development. In no case shall an impact fee apply to properties improved with less than five thousand seven hundred fifty (5,750) square feet of interior floor area as measured by the IBC. The fee collected for residential construction shall reflect mitigation for second-home use unless a covenant is recorded on the property restricting it to Pitkin County resident occupancy. The formula to determine the fee amount for each specific residential development is as follows: For residential development of 9,000 square feet or less: -- Construction Employment for all Units = {[0.547 * (Unit FT² * .001)] \ 40} -- Post-Construction Employment – Locally Occupied Unit = Exponent [- 4.67138 + (0.000328 * Unit FT²)] -- Post-Construction Employment – Second/Vacation Home = Exponent [- 4.67138 + (0.000328 * Unit FT²) + 2.00514] -- Total Employees = Employment + Post- Construction Employment -- Impact Fee = Total Employees * $34,173 For Units over 9,000 square feet: -- Add $1,141.67 per 1,000 square feet for locally occupied units -- Add $5,515.00 per 1,000 square feet for second/vacation See Table 8-2 for an Example Fee/Subsidy for Residential Development. P132 I. Strategic Review of Housing 54 • Commercial Development and Land Use: The impact fee will vary based on size and type of commercial development. The formula to determine the fee amount is as follows: -- Number of Employees = Unit Size x Employee Generation -- Fee = Number of Employees x $34,173 -- Employee Generation – Employee Generation Rate stated in Table 8-3 • Tourist/Lodge Accommodation Development and Land Use: The impact fee will vary based on the number and type of rooms. There are two types of rooms – historic/standard and luxury. -- Impact fee for historic/standard tourist/lodge accommodation development or land use will apply for all rooms in excess of 4:  Number of Employees = Number of Rooms x Employee Generation Rate (0.3 employees per number of rooms over 4)  Fee = Number of Employees x $34,173 -- Impact fee for luxury tourist/lodge accommodation development or land use is as follows:  Number of Employees = Number of Rooms x Employee Generation Rate (1.1 employees per room)  Fee = Number of Employees x $34,173 • Impact Fee or Unclassified Development and Land Use: The employee housing impact is based upon three classes of development: residential, commercial and tourist/lodge accommodations. If the type of development proposed is not specified as one of these three classes of development, the fee applicable shall be calculated based upon the most comparable type of development and land use category described above. If a property owner believes that there is no appropriate comparison between the proposed development or land use and the three classes of development described above or that the specific instance of proposed development would generate employees at a significantly lower rate than indicated by the impact fee schedule, then the property owner may submit an independent fee calculation study, as described in Section 800, to suggest an alternative impact fee payment. Unclassified development and land use shall mitigate one hundred (100) percent of the impact of its employee generation. Options to Defray the Payment of Impact Fees: In order to mitigate the impacts of development upon the employee housing capital facilities, a developer or property owner may be allowed to avoid full payment of the scheduled impact fee through one or a combination of the following events. These events shall include and be limited to the construction of deed restricted employee housing, the acquisition and deed restriction of existing residential housing units, or the dedication of real property to Pitkin County that will be used for the construction of employee housing. In no event shall the exercise of any of these three options cause a developer or property owner to exceed the impact fee schedule with the value of any construction, acquisition or dedication. The decision of whether or not to accept an offered alternative to full payment of the impact fee is a discretionary decision of the Board of County Commissioners (BOCC). The BOCC may accept or reject such offer based upon any reasonable consideration including, but not limited P133 I. Strategic Review of Housing 55 to any of the following: The type and location of the development to be mitigated; location of the property that is offered; the physical condition of the offered property; the ability to utilize the property in the employee housing program; the need for the type of property offered: • Construction Requirements for Employee Housing Units: Any employee housing units developed in lieu of payment of a full impact fee shall meet the following guidelines: (1) All construction must comply with all regulations and required permits of the Pitkin County Code. (2) Size and materials used in the construction of employee housing shall be specifically approved by either the BOCC or its housing designee, the Aspen/Pitkin County Housing Authority. All employee housing units constructed shall be ready for occupancy prior to the issuance of a Certificate of Occupancy for the free-market development for which the deed restricted housing is in mitigation. (3) A deed restriction to be recorded against the property shall be reviewed and accepted by the BOCC and its County Attorney prior to acceptance of the unit for mitigation of development impacts and/or prior to issuance of a building permit for the unit. • Requirements for Converted/Deed Restricted Units : Free-market units required in lieu of full payment of the scheduled impact fee shall meet the following requirements: (1) All units must be specifically approved for mitigation by the BOCC or its housing designee, the APCHA. The grant of this acceptance will be based upon the location of the units and the physical quality of the housing units. (2) The acquired and restricted units shall be ready for occupancy before the issuance of a Certificate of Occupancy for the constructed free-market development whose impact the deed restricted units mitigate. (3) Prior to acceptance, the deed restriction recorded against the converted units shall be approved by the BOCC or its County Attorney. (c) Dedication of Real Property – All real property proposed by a developer or property owner for dedication to Pitkin County in lieu of full payment of the scheduled employee housing impact fee, shall be specifically accepted by the BOCC through enactment of a County ordinance. The BOCC may reject or accept any offered real property based upon any reasonable consideration. Included in the criteria for consideration but not representative of all factors that may be considered by the BOCC in accepting a real property dedication will be: the location of the property; the size of the property to accommodate development of employee housing; the existing zoning of the property; the environmental, topographic and soils condition of the offered property; and the presence of any infrastructure or utilities. Exemptions and Credits: • Exemptions from Payment of Scheduled Impact Fees (1) Employee Housing: No employee housing impact fee shall be imposed on the construction of deed restricted employee housing as defined from time to time by the BOCC or its housing designee, the Aspen/Pitkin County Housing Authority. (2) Replacement, Restoration or Remodel of Existing Units: No employee housing impact fee shall be charged for replacement or restoration for an improvement that P134 I. Strategic Review of Housing 56 was lost or damaged through fire, age or other event not precipitated by the owner of the property. This exemption shall extend only so far as replacement or restoration for the unit lost is being sought in its same location and at the same size and configuration. No employee housing impact fee shall be charged for remodel construction that does not increase the size of the residential structure. No exemption shall be recognized for expansion of an existing structure. • Credits (1) Previous Payment and Exaction: (a) Any fee imposed by this chapter shall be subject to offset and reduced to reflect all previous payments, exactions, dedications or other mitigation made in relation to the proposed use and development (b) The value of any payment of any payment, exactions, dedications or other mitigation made to Pitkin County shall be adjusted upward to reflect the present value not the value at the time of the original payment, exaction or dedication. This upward adjustment shall be based upon the annualized rate of inflation as published in the Consumer Price Index (Denver/Boulder/ Greeley CPI-W) as established by the United States Bureau of Labor Statistics. If this index should be discontinued, then reference will be to Denver/Boulder/Greeley CPI-U, and if this is not available, then to CPI-W All Cities. (c) If the previous dedication, contribution or exaction was made as a part of a larger approval, i.e., subdivision or PUD review process, then the previous contribution, dedication or exaction shall be apportioned between all the properties of the approved development for which the previous contribution, dedication or exaction was made. (2) Change in Use: When the imposition of the employee housing impact fee is required due to change in use, credit shall be recognized for ay legally established use. Impact Fee for “Small” Established Commercial Business: • A “small” established commercial business” (a commercial business that has eight (8) or fewer full time equivalent employees, that is less than five thousand (5,000) sq. ft. of floor area, and that has operated continuously as the same type of business with the same ownership, and in the same location in Pitkin County for a period exceeding twenty (20) years that relocates and abandons an old facility and that constructs and owns a new facility to accommodate the same small established commercial business shall be required to pay only the employee housing impact fee that would be imposed by Section 8-30-30 on the amount of additional floor area by which the new facility exceeds the previously occupied facility. • If a new facility is exempted in conformance with Section 8-30-60(a) above, and the use of the facility changes prior to occupancy of the new facility or within five years of occupancy of the new facility, an impact fee shall be required for the new facility in accordance with the formula and computation of fees established in Section 8-30- 30. The fee owned will be that in effect at the time of the change in occupancy. • A business utilizing this provision for reduction in/or exemption from the impact fee shall be subject to periodic employee audits (not more than once every two years) P135 I. Strategic Review of Housing 57 which shall be undertaken by Pitkin County and which will be funded by the business. Any increase in full time equivalent employees documented by an audit will require the business to pay additional employee impact fees at 100% of the amount that would be imposed for the additional employees by utilizing the formula and computation of fees established in Section 8-30-30. Impact Fee for Change of Use: When a “commercial development” facility changes in use from one category to a more intensive category of use in terms of employee generation, an impact fee shall be imposed according to Section 8-30-30 for the increase in employee generation. The commercial facility is described below. RESIDENTS PER DWELLING UNIT Type of Dwelling Unit No. of Residents per Dwelling Unit Studio 1.25 Residents One Bedroom 1.75 Residents Two Bedrooms 2.25 Residents Three Bedrooms 3.00 Residents Four or More Bedrooms 3.00 PLUS .5 Residents/Bedroom for each bedroom over 3 Dormitory/Lodge 1.00 Resident/150 square feet of net livable space as defined by Housing designee P136 I. Strategic Review of Housing 58 Broadening the Role of Housing Efforts in the Community -- Housing and Social Services The KEY QUESTIONS to be addressed by this portion of the Worksession Agenda are: 22. Are the joint efforts to develop affordable housing by Aspen and Pitkin County through APCHA serving all segments of the community they should? 23. Should the scope of services, policies and capacity of APCHA be expanded to more broadly serve emerging community needs? 24. What additional tools and financing sources are available to expand affordable housing options in Aspen and Pitkin County? What if any additional tools should we consider building capacity to use? BACKGROUND: The 2012 Aspen Area Community Plan (AACP) identified the need to expand the availability of affordable housing for all community residents through all phases of life. Page 58 of the AACP specifically identified gaps in providing for the needs of the “Lifelong Aspenite,” including adequate and affordable housing for all community residents. Likewise, in the Housing Chapter (pg. 38) the AACP specifically identifies the need to spread responsibility and accountability for developing affordable housing projects to more than APCHA, the City of Aspen and Pitkin County. The most recent version of the intergovernmental agreement between the City of Aspen and Pitkin County creating the Aspen Pitkin County Housing Authority defines its purpose as: “The Aspen/Pitkin County Housing Authority (hereafter referred to as the “Authority”) has been established as a multi-jurisdictional housing authority for the purpose of assisting the City and County, upon request by either party, in effecting the planning, financing, acquisition, construction, development, reconstruction or repair, maintenance, management and operation of housing projects pursuant to a multi-jurisdictional plan to provide residential facilities and dwelling accommodations at rental or sale prices within the means of families or persons of low, moderate and middle income who are employed in the City or the County, who reside or need to reside in the City or County, and who have identifiable needs for affordable housing; e.g. limited incomes, senior citizens and disabled persons, as defined by the Authority in published guidelines.” –Fourth Amended Intergovernmental Agreement Creating the Aspen Pitkin County Housing Authority P137 I. Strategic Review of Housing 59 The Aspen/Pitkin County Affordable Housing Guidelines further narrowed the purpose of APCHA: “To assure the existence of a supply of desirable housing for persons currently employed in Pitkin County, persons who were employed in Pitkin County prior to retirement, the handicapped, and other qualified persons of Pitkin County as defined herein.” - APCHA Affordable Housing Guidelines, Purpose Statement The APCHA guideline policy statements further narrow the scope of APCHA to: “…the existence of the housing program is to provide housing opportunities for persons who are or have been actively employed or self- employed in Pitkin County and Aspen in businesses which provide goods and services to individuals, businesses or institutional operations in Pitkin County… All deed-restricted housing, or any type or category, requires an individual to: • Work full-time in Pitkin county (due to the seasonal nature of the town, full-time is defined as working 1,500 hours per calendar year) and as defined herein; • Utilize their home as their primary residence; and • Not own any other developed property within the Ownership Exclusion Zone (hereinafter referred to as the “OEZ”) as defined in Part X, Definitions -APCHA Affordable Housing Guidelines, Housing Board Policy Statements The progression of policy statements from the Fourth Amended IGA creating the Housing Authority through the Board Policy statements in the Affordable Housing Guidelines systematically narrows the focus of who is served by APCHA. Specifically, those excluded from receiving services as defined in the IGA include, but are not limited to the unemployed, senior citizens, disabled persons, etc. who do not otherwise meet guideline requirements (employment, etc.). Narrowing the population served by APCHA also limits the resources the community can leverage for development of affordable housing projects. Neither outcome is well aligned with the recently adopted AACP. The remainder of this chapter will explore the growing housing needs for non-workforce segments of our community. Likewise, we will briefly review opportunities to expand services and funding sources to spread responsibility and accountability for affordable housing in Aspen and Pitkin County. P138 I. Strategic Review of Housing 60 UNDERSTANDING THE NEED The County’s partnership with APCHA and the City of Aspen on affordable housing has historically focused on meeting workforce housing needs. This focus has been very successful, however, over time, community demographics and needs have changed. The key question is whether our housing efforts should remain focused on incremental changes to our workforce housing program, or should it look at longer-term policy changes to the scope and purpose of our affordable housing efforts? Specific examples of emerging demographic trends and potential policy issues include: Aging Population: Pitkin County’s population is aging which presents several challenges for workforce housing. The population over age 65 in Pitkin county has doubled from 2000 to 2010, while the overall population increased by only 15%. Even among the very old, age 85 and older, the trend is consistent: those numbers have also doubled. Poverty amongst our seniors is increasing too, due to the economy. The 2010 final U.S. Census Report identified the following (see Attachment I: Self Sufficiency for Pitkin Elders): • 246 people over age 60 below poverty ($11,139/yr.), or 7.4% of the total population over age 60 • 535 people over age 60 below 185% of poverty, or 16% of the total population over 60 A recent Rural Resort Region/Northwest Colorado Council of Governments conducted a “Community Assessment Survey of Older Adults” which concluded that 2/3 of seniors report they wish to stay in the community they have made their home; however, aging in place presents challenges for APCHA: • There has long been a concern that retirees residing in workforce housing will increase the strain on the housing supply. • Most retirees are on fixed incomes. Some are not yet at full retirement age but have taken early retirement by choice or due to an inability to secure employment. When housing expenses increase, seniors are particularly at risk, especially in our shifting economy with limited job creation. • Seniors still able to work face numerous challenges in securing employment. There are limited opportunities for seniors to train/retool for the changing employment market. Seniors also report facing ageism in the job market. • Limited supply of category 1 and 2 housing units will become an issue with greater numbers of low income retired workers. In addition, there is a limited supply of housing vouchers, e.g. Section 8, for the very low income. • Housing units were not necessarily built for accessibility and units are deteriorating over time. Upgrades and maintenance can be difficult and costly for senior owners. Recent additions to inventory are required by law to contain a percentage of type B and type A units for the disabled. Adopting Universal design standards that continue development of accessible units could help address this issue going forward. P139 I. Strategic Review of Housing 61 • For some individuals, aging can result in functional and behavioral problems, such as decreased vision, mobility and increased mental health, cognitive or even personality problems. These changes can create challenges in both housing and employment arenas. • Studies show that pet companionship can be beneficial, particularly for seniors; however pets are not permitted in many APCHA units. Typically, HOA’s set standards for pet ownership in for sale housing. ADA and Fair Housing laws require “reasonable accommodation” for assistance animals. However, such exceptions can cause tensions in affordable housing developments that do not otherwise allow animals, and does not account for the benefits of companion animals. • Seniors living in small units may find a need for additional space to house a caregiver and/or an adult child in crisis. While most seniors focus on meeting basic needs for safety and a desire for independence, there are additional needs that are unique to individual seniors. Accommodating seniors in APCHA housing is consistent with the community goals stated in the AACP. Accessibility and Accommodation of People with Disabilities: There remain concerns about the lack of accessibility and accommodation for people with disabilities in our community. Housing is a particular issue for people with disabilities. How a home is configured, how much it costs and where it is located can mean the difference between living independently and living in an institution. Unfortunately, for many people with disabilities, housing is often inaccessible, unaffordable, segregated or all of the above. According to the Center for Healthcare Strategies, there are four issues facing many people with disabilities related to housing: • Desire for personal control, autonomy and choice in one’s living situation; • Extremely high rates of poverty; • Desire to live in the same types of housing as non-disabled people, rather than in segregated and restrictive settings; and • Need for long-term services and supports in order to live as independently as possible. Too often accommodation for disabilities is limited to mobility impairments. The definition of developmental disabilities is much broader and includes mental or physical impairments or the combination of mental and physical impairments. The Federal Definition is: The term "developmental disability" means a severe, chronic disability of an individual that: (i) is attributable to a mental or physical impairment or combination of mental and physical impairments; (ii) is manifested before the individual attains age 22; (iii) is likely to continue indefinitely; P140 I. Strategic Review of Housing 62 (iv) results in substantial functional limitations in 3 or more of the following areas of major life activity: (I) Self-care. (II) Receptive and expressive language. (III) Learning. (IV) Mobility. (V) Self-direction. (VI) Capacity for independent living. (VII) Economic self-sufficiency; and (VIII) Reflects the individual's need for a combination and sequence of special, interdisciplinary, or generic services, individualized supports, or other forms of assistance that are of lifelong or extended duration and are individually planned and coordinated. INFANTS AND YOUNG CHILDREN - An individual from birth to age 9, inclusive, who has a substantial developmental delay or specific congenital or acquired condition, may be considered to have a developmental disability without meeting 3 or more of the criteria described above if the individual, without services and supports, has a high probability of meeting those criteria later in life. In almost every country, people with disabilities are one of the largest and fastest growing segments of the population. Whether disability is acquired from birth, illness, traumatic injury or the aging process, it is part of the natural condition and will impact virtually all of us at some point in our lives. Current information on people with disabilities in Pitkin County and the Roaring Fork Valley: • 40 people from Aspen to Rifle are on the autism spectrum (Roaring Fork Autism Network) • 494 people served by Mountain Valley Developmental Services (MVDS). 269 children age birth to 3, 82 families of children 4-21, 143 adults. • There are currently 80 adults on MVDS waiting list waiting for services (Mountain Valley Developmental Services serve Pitkin, Eagle, Garfield and Lake Counties) • 21 adults and 4 children in Pitkin County are on Medicaid Waivers served by Northwest Options for Long Term Care • There is an additional population of people with physical disabilities not currently served by the above agencies and people with developmental disabilities that are private pay. We have no way of finding the total numbers. Under APCHA’s current policy guidelines the disabled population cannot be accommodated unless they meet employment requirements. P141 I. Strategic Review of Housing 63 APCHA currently includes some units designated as handicap accessible, but these units typically go to non-disabled people if there is not someone with a disability and qualified under the current guidelines. They remain occupied for years by able-bodied people, which make accessible units even more difficult to obtain. There is an insufficient supply of housing that meets the best practice criteria below and could result in people with disabilities living in inappropriate housing, institutions or on the streets. • Accessibility, to accommodate limited mobility or other needs. • Affordability, to address the significant financial burden of a disability such as attendant or medical care, a large number of people with disabilities live below the federal poverty level. There are people currently living in Pitkin County that have significant developmental disabilities and work in the County, but due to their disabilities cannot work enough hours to meet eligibility requirements. These individuals could benefit from affordable/accessible housing, but the current guidelines prevent eligibility. • Integration, to address the often segregated or otherwise isolated nature of existing accessible housing from the larger community. People with disabilities do not want to live in “group homes”. Most people prefer to live and be part of their own community amongst non-disabled people. A FEW REAL LIFE STORIES IN PITKIN COUNTY Max Grange- Max lives with his mother in an accessible home in The Crossings in Snowmass. The home was totally customized to his needs on the first floor. Max is on the Consumer Director Attendant Service program from the State of Colorado where he receives funding for 4 care providers to come to his home and help with his care. Max works part time for Challenge Aspen as a marketing assistant and part time for the Aspen Animal shelter writing descriptions for dogs to help get them adopted. He also does public speaking on his talking machine to local Pitkin County organizations (schools, Rotary etc). He works approximately 8-10 hours a week due to his physical limitations. Max is 25 years old and would love to live in the home independently with his care providers, but the rules call for his mother to continue to live in the home since she is the person who works 40 hours per week and won the opportunity to own the home through the lottery system. If something happens to Max’s mom, under the current guidelines, he would lose the home and most likely end up in a group home or nursing home in Glenwood Springs. Lavender Family: Mr. Lavender was an avid cyclist. He recently had a mountain biking accident in the RFV that left him paralyzed from the neck down. He has a wife and 3 children, one is a new born. They are currently living in a motel room in Carbondale due to the unavailability of accessible housing. His wife cannot work because she must care for her husband and 3 children. Mr. Lavender may be able to work eventually, but most likely for limited hours. P142 I. Strategic Review of Housing 64 David Moya is a RFV resident who had an accident on a 4 wheeler. After returning back to the Valley from the hospital, his family did not have accessible housing and were not able to care for him. David was sent to live in a nursing home in Glenwood where he resided for over a year until very recently. He now lives in a home as a roommate, but does not have adequate space for his power wheelchair. Bill Bernard is a 24 year old on the autism spectrum. Bill is very active in the Aspen community. He would like to live outside his home with the supports of his care providers. Due to his autism, he cannot work 40 hours a week and qualify for affordable housing. Rentals in Aspen are very costly and may prohibit Bill from getting his own place and being more independent and able to live outside of his parent’s home. UNDERSTANDING THE OPPORTUNITIES Support Services to Help People in Crisis Stay in Housing: According to the Colorado Center on Law and Policy (Attachment J): “The income families need to pay basic expense in Pitkin County, such as housing, child care and food is much higher than the government’s official Federal Poverty Level. A Pitkin county family with one adult and one preschooler, for example, needs annual income of $59,408 to make ends-meet, more than four times the federal benchmark.” When looking at the monthly income required for families of different sizes to be self sufficient, it is easy to see how one event (medical, employment, car trouble, injury, property damage) can throw a family (or individual) into a fiscal crisis. “Supportive housing” is understood to be a cost-effective combination of housing and services intended to help people live more stable, productive lives. It can be coupled with such social services as job training, life skills training, alcohol and drug abuse programs, community support services (e.g. child care, educational programs, public assistance, counseling, transportation) and case management to populations in need of assistance. Sponsors of supportive housing projects generally aim to serve specific populations. Targeted population groups that might be served by supportive housing in APCHA include: • Long-term unemployed individuals • Elders (those who choose or require supportive services in a regular housing environment) • Victims of domestic violence who need to leave their current living situation for safety reasons • Mental health clients/residents who have been diagnosed with a mental illness such as depression, schizophrenia disorders, bipolar disorders, anxiety disorders, or dementia • People with multiple needs, including medical ones (including people who have alcoholism, addictions, physical disabilities or other chronically illnesses) • Veterans relocating to our community P143 I. Strategic Review of Housing 65 • People maturing out of transitional housing (recovery homes and halfway houses) Support services can be integral to maintaining the housing, the tenant or cooperative relationships, the financial and economic security, the contribution to the family and neighborhoods, and the growth opportunities to return to a valued life situation. Supportive housing encompasses a range of approaches including single sites (housing developments or apartment buildings in which units are designated as supportive housing) or scattered site programs in which participants often use rent subsidies to obtain housing from private landlord and supportive services may be provided through home visits. Services in supportive housing are flexible and primarily focused on the outcome of housing stability. It is difficult to develop a one-size-fits-all design for supportive housing. Case management as mentioned below is the single most valuable tool to employ in evaluating and developing solutions for complex situations. Support services such as case management can be used as an integral part of these proposed ideas and solutions: • Determine when an individual is not in compliance with APCHA guidelines, evaluate the reasons (voluntary vs. involuntary) and seek solutions . • Encourage/incentivize seniors to downsize to smaller units when family size shrinks and offer assistance with a process and options that enable retirees to remain in the neighborhood they have always lived in if desired. • Consider ways to accommodate seniors (and/or those with disability) who need a larger unit for longer term needs, such as a live-in caregiver or to house a disabled adult child. • Develop an appeal board as part of the solution process, for the purpose of evaluating unusual situations for resolution and appropriate action. • Allow for some flexibility of APCHA rules in hardship situations, including unemployment, or a health crisis. APCHA currently uses enforcement discretion to provide relief for hardship situations, but does not have specific policy guidance or authority to identify and provide relief for hardship situations. • There are clear definitions for disability. Consider using a “presumptive” method (if a person is on SSI or SSDI, they have already been vetted as having a disability) to determine who may qualify for a waiver of affordable housing work requirements. As mentioned for hardship situations, APCHA guidelines would need to be changed with approval of the City and County. • New construction of affordable housing should be designed with accessibility in mind. At least some units should be constructed without any stairs, and with general “visitability” standards. These standards have been incorporated in recent affordable housing projects in the City of Aspen. • In the meantime, existing units in many cases could be gradually adapted as needed for successful “aging in place.” A policy to assist aging employees/retirees/disabled by adding grab bars and other safety mechanisms will allow for longer term independence. • Consider ways to allow companion animals, perhaps in limited areas of certain complexes, with fees for maintenance, etc. Include other residents who will be P144 I. Strategic Review of Housing 66 impacted, in the decisions on allowing pets and related rules. This is in addition to allowing properly documented support animals MUST be accommodated per ADA and FHA rules. • Provide transitional housing for seniors and others in crisis with intensive services. • Pursue additional resources for people on low, fixed incomes such as Section 8 and other vouchers. • Work with CCRC developers to evaluate how low-income APCHA residents in need of long-term care will be accommodated in the CCRC’s proposed plan for low-income units. Partnering on these types of projects will likely require new revenue streams for funding (see next section). • Educate the younger employee population about the expense of aging and retirement, and encourage planning for the future while enjoying the financial benefits of APCHA housing. POTENTIAL OPPORTUNITIES Primary funding sources for development of affordable housing have historically been applied to meet APCHA’s mission of providing workforce housing (RETT, sales tax, Payment in Lieu of Housing, and Housing Impact Fees). Current limitations on ‘who’ can be served by APCHA limits our ability to leverage financing tools used by other communities to develop affordable housing projects that serves all segments of the community. Following are examples of financing tools to develop affordable housing projects followed by an overview of projects that have combined these tools in other rural Colorado Communities. Section 8 Housing Choice Vouchers HUD’s section 8 housing vouchers are the Federal Governments main program to help low income families’ access decent, safe and affordable housing. The Section 8 Program was authorized by Congress in 1974 and developed by HUD to provide rental subsidies for eligible tenant families (including single persons) residing in newly constructed, rehabilitated and existing rental and cooperative apartment projects. Pitkin has (15) section 8 Housing Choice Vouchers’ with the Division of Housing; Eagle has (11) and Garfield (5 from DOH, and over 400 from HUD). Pitkin’s Section 8 vouchers are managed through Garfield Housing. HCV's are either project-based, where the voucher and subsidy stays with a property or tenant-based where the voucher is issued to a tenant and they may take it to any unit (private or public – subsidized or unsubsidized in their community that accepts section 8 rental assistance. HUD has issued communication that they do not intend to provide Housing Authorities any additional HCV's. So in this case, housing authorities can petition the Division of Housing for HCV's in their community, which is followed by a request for application (RFA) process. Please note, a RFA for project based HCV's was just issued with a deadline for November 1st. Other vouchers like HUD 811 (for people with disabilities) or HUD 202 (seniors) are project based and can be applied for through DOH. A recent RFA included the 811 program. The DOH does not currently have 202 funding but there is hope for HUD to release the process of applying for this subsidy. Section 202 Loan Programs P145 I. Strategic Review of Housing 67 provides interest-free capital advances to finance the construction, rehabilitation, or acquisition with or without rehabilitation of structures that will serve as supportive housing for very low-income elderly persons, including the frail elderly. It provides rent subsidies for the projects to help make them affordable. The capital advance does not have to be repaid as long as the project serves very low- income elderly persons for 40 years. Project rental assistance funds are provided to cover the difference between the HUD-approved operating cost for the project and the tenants' contribution toward rent. Project rental assistance contracts are approved initially for five years and are renewable based on the availability of funds. In terms of the criteria for a Housing Authority or a building: a Housing Authority cannot project-base more than 20% of their HCV's and a building cannot be more than 25% project-based (unless it's for a special needs population e.g. 811). In order for a building to be eligible to apply to HUD for a project-based rental assistance contract (this helps with the permanent financing), it must have recently been awarded funding through another competitive process like HOME, CDBG, or Low Income Housing Tax Credits. Low-Income Housing Tax Credit (LIHTC) The Low-Income Housing Tax Credit (LIHTC) program was established by the Tax Reform Act of 1986. The program became active in 1987 and is a major federal program supporting the creation and preservation of rental housing affordable for low-income households. It authorizes (subject to an annual per capita limit) state housing finance agencies and a limited number of other administrators to issue LIHTCs competitively to developers of affordable housing projects. LIHTCs may be used to support the acquisition, new construction, or rehabilitation of affordable housing. The credits can be used by property owners to reduce federal income taxes or are often transferred to equity investors who contributed initial development funds for a project. The LIHTC program includes two rates of subsidy: 9 percent credits and 4 percent credits. • 9 percent credits. The 9 percent credits are used to support new construction and substantial rehabilitation projects that are not otherwise subsidized by the federal government. • 4 percent credits. The 4 percent credits are used to support the acquisition of eligible, existing buildings and for new construction or rehabilitation projects that are also supported by other federal subsidy programs. The 4 percent rate also applies to projects that are financed through the issuance of volume-cap multifamily tax-exempt bonds (the associated LIHTCs are sometimes called 'as of right' credits because they are automatically attached to the volume-cap bonds). • Qualified Allocation Plan (QAP). The QAP is the guidance that agencies administering LIHTC provide to potential developers of tax credit projects. It details the selection criteria and application requirements for LIHTCs and tax- exempt bonds. For projects receiving either 9 percent or 4 percent rates, the relevant rate is applied to the qualified basis for the designated project annually for a 10-year period, resulting in a 10- year stream of tax credits. These credits may be used by the developer/owner or sold to P146 I. Strategic Review of Housing 68 investors or syndicators to raise equity for the project. Pitkin County has three LIHTC properties now; Aspen Country Inn (40 units); Truscott Phase II (87 units) and Maroon Creek Club (42 units). APCHA is the general partner for ACI and T-2. There are several state and federal programs that provide financial assistance to cities and counties that provide accessible and affordable housing for people with disabilities. Colorado currently has a grant to get 500 people out of regional centers and nursing homes and the biggest barrier is community housing, especially, accessible housing. The State is pursuing more congregate housing set aside, but, community housing is best, especially if it is already built. Currently in Colorado there are several housing vouchers/waivers for people with disabilities: • The Elderly, Blind and Disabled (EBD waiver) has 22,400 people on it, many of which get home health care, • The Comprehensive waiver has 3,012 people on it, and • Supported Living Services waiver or SLS has 4,007 on it. • The waiting list for these vouchers is at 4,000 and those individuals must have housing with their family or non-govt. sponsored housing or they are homeless. There are many more funding tools available to promote affordable housing depending on the nature of a project, and the demographic served (e.g. Limited Equity Housing Cooperatives, HUD’s HOME program, USDA Housing Preservation Grant Program, etc.). Each has unique requirements to initiate and oversee. Examples of Affordable Housing Funding Partnerships in Mountain Communities (provided by Colorado Department of Local Affairs): 1. Village Court Apartments: Mountain Village, CO, San Miguel County • 222 affordable units designed for workforce and family housing: efficiencies, one, two, and three-bedroom units available • 13 buildings developed in stages (1991-2001) • Funded through private town funds, bond financing, and Colorado Division of Housing (DOH) Subsidy • Affordable units available to workforce, but also section 8 qualified individuals and families. • The Town is responsible for the Property Management and maintenance of the facility, but has formed a partnership with the local Housing Authority (San Miguel Regional Housing Authority) to place residents with tenant-based Section 8 vouchers in units. Housing Authority qualifies residents and verifies income for Section 8 tenants. 2. Middle Creek Village Apartments: Vail, CO, Eagle County • 142 affordable units: 0, 1, 2, & 3-bedrooms • Developed in 2002-2003 • Predominately affordable workforce housing; also available to other tenants & families, Section 8 voucher holders may reside here as well. P147 I. Strategic Review of Housing 69 • Financed through: Low Income Housing Tax Credits (LIHTC’s), bond financing, DOH grant + low interest loan, and conventional debt • Also includes a partnership with the Town of Vail. The town continues to own the land where the development was built. 3. Riverview Apartments: Avon, CO, Eagle County • 72 units of project-based section 8 housing available to low and moderate households in Eagle County • Originally financed through a Housing Assistance contract with HUD, rehabilitation took place in 2010 to update the property and extend the affordability period. • Financed through LIHTC’s, DOH grants, and a first mortgage- debt service covered by rental assistant payments (section 8) 4. Spring Tree Village Apartments: Durango, CO, La Plata County • 27 units of affordable Senior Housing 1 bedroom units in Durango • Financed through a Rural Development (RD) grant LIHTC’s and funding from the Colorado Housing and finance Authority • Residents all earning at or below 50% or Area Median Income and pay only 30% of their income towards rent as outlined by the RD agreement. • An on-site manager lives in the one market rate unit to provide services to the residents and manage the overall property 5. New Castle Senior Housing: New Castle, CO, Garfield County • 24 units of affordable senior housing in New Castle Colorado (outside of Glenwood Springs) • Financed by the HUD 202 loan program and additional grants, including DOH • No additional debt on the property and the site includes an on-site manager and is fully accessible for the seniors on the property. • Housing and Urban Development Voucher Programs (Section 8): • Housing and Urban Development has several voucher programs to help very-low and low income individuals. Enhancing Local Capacity The Federal and State housing resources presents a complicated landscape for Pitkin and City of Aspen to navigate. Blending new local, state and federal funds to develop affordable community and supportive housing presents new challenges for APCHA. However, we have untapped resources available to enhance our local capacity to support our most vulnerable populations. Taking advantage of these resources requires a change in APCHA policies, as well as development of new knowledge and skill set’s within APCHA and the community to put these complex deals together. As demonstrated, we would not be the first. There are resources in the public and private sectors (e.g. Department of Local Affairs and consultants) that other mountain communities have used to determine market needs as well as maximization of external resources. P148 I. Strategic Review of Housing 70 References: 1. Report, Colorado Center on Law and Policy, “The Self Sufficiency Standards for Colorado 2011.” Colorado Center on Law and Policy, Denver, CO 2011 2. “Fourth Amended and Restated Intergovernmental Agreement Aspen/Pitkin County Housing Authority.” Recorded 01/02/2008 3. “Aspen/Pitkin County Affordable Housing Guidelines.” Amended and Approved January 2012 4. U.S. Department of Housing and Urban Development. “HUD Housing Choice Vouchers Fact Sheet” U.S. Department of Housing and Urban Development. www.hud.gov 9/20/2012 5. U.S. Department of Housing and Urban Development. “HUD Multi-Family Housing Program Description” U.S. Department of Housing and Urban Development. www.hud.gov 9/20/2012 6. U.S. Department of Housing and Urban Development. “Housing for the Elderly (section 202) 2012.” U.S. Department of Housing and Urban Development. www.hud.gov 9/20/2012 7. U.S. Department of Housing and Urban Development. “LIHTC Eligibility.” U.S. Department of Housing and Urban Development. www.hud.gov 9/20/2012 8. Colorado Department of Local Affairs. “Supportive housing and Homeless Programs (SHHP).” Colorado Department of Local Affairs. www.colorado.gov. 9/20/2012 9. Colorado Department of Local Affairs. “General Introduction 202 Program.” Colorado Department of Local Affairs. www.colorado.gov. 9/20/2012 10. Colorado Department of Local Affairs. “LIHTC Basics – Affordable Housing.” Colorado Department of Local Affairs. www.colorado.gov. 9/20/2012 11. Colorado Department of Local Affairs. “How do Housing Tax Credits Work?” Colorado Department of Local Affairs. www.colorado.gov. 9/20/2012 12. Colorado Department of Local Affairs. “Allocating Housing Tax Credits.” Colorado Department of Local Affairs. www.colorado.gov. 9/20/2012 13. Colorado Department of Local Affairs. “Grants and Loans for Housing Developers.” Colorado Department of Local Affairs. www.colorado.gov. 9/20/2012 14. Colorado Department of Local Affairs. “HOME Programs.” Colorado Department of Local Affairs. www.colorado.gov. 9/20/2012 15. Colorado Department of Local Affairs. “Housing Choice Voucher Program (Section 8).” Colorado Department of Local Affairs. www.colorado.gov. 9/20/2012 16. Colorado Department of Local Affairs. “HUD Section 811 Project Rental Assistance Program” Colorado Department of Local Affairs. www.colorado.gov. 9/20/2012 17. Colorado Department of Local Affairs. “Housing Development Loan Fund.” Colorado Department of Local Affairs. www.colorado.gov. 9/20/2012 18. Colorado Department of Local Affairs. “Housing Development Grant Fund.” Colorado Department of Local Affairs. www.colorado.gov. 9/20/2012 19. Wikipedia, The Free Encyclopedia. “Supportive Housing.” Wikipedia (multiple authors). www.wikipedia.org. 9/19/2012 P149 I. Strategic Review of Housing 71 APCHA’S HISTORICAL ROLE It is accurate to say that the APCHA employee housing program has been successful as designed and that most remain comfortable with its purpose statement: “To assure the existence of a supply of desirable housing for persons currently employed in Pitkin County, persons who were employed in Pitkin County prior to retirement, the handicapped, and other qualified persons of Pitkin County as define herein.” as expressed on page two of the Aspen/Pitkin County Affordable Housing Guidelines. Yet when one considers the possibility of a sustained need for higher levels of social services to those at-risk, it seems an appropriate moment to consider APCHA as more than an agent for workforce housing going forward. Aspen and Pitkin County’s long established housing programs were designed and approved to provide housing for the local workforce. This housing is referred to variously as employee housing, affordable housing or workforce housing. The program is administered by the Aspen/Pitkin County Housing Authority (APCHA) through an Inter- Governmental Agreement between the City of Aspen and Pitkin County. Additionally APCHA is a sanctioned Multi-Jurisdictional Housing Authority by Colorado statute (CRS 29-1-204.5). The funding for APCHA is almost entirely generated through local revenue sources and makes almost no use of state or federal funding. As a Colorado Multi-Jurisdictional Housing Authority, the APCHA Board of Directors may, contingent on a public vote and other specific requirements and limitations, levy a sales tax or use tax or both, levy an ad valorem tax, condemn property for public use, and establish and adjust a development impact fee. Thus far, APCHA has not used any of these provisions to generate revenue. Currently, the city and county each have taxes or impact fees that generate revenue for employee housing development, which are then administered by APCHA. This is an unusual arrangement among housing authorities but it has proven to be an effective one. The APCHA program does contain some provisions that provide advantages for local retired workers and those who become disabled while working in Pitkin County. Specifically, if one works full time in Pitkin County for at least four years prior to their disability or to the age of sixty-five (or the age specified in their deed restriction) they can then retire and remain in their APCHA housing for the rest of their lives if they so choose. They must continue to satisfy the other keystone requirements of the program by living in their APCHA housing nine months out of each year, and by not owning other developed property in the Ownership Exclusion Zone as define in the Guidelines. Other normal obligations must also be maintained, such as rent payments, mortgage payments, HOA assessments, taxes and so on. There is no established “social safety net” for those in APCHA housing that cannot meet the financial obligations of their housing. P150 I. Strategic Review of Housing 72 APCHA no longer develops housing, relying instead on the city and county to do so. Therefore concerns expressed about the accessibility and accommodation of people with disabilities fall to the city and county to provide when building new housing. In existing housing, APCHA is required in all cases, to comply with the Americans with Disabilities Act. When recent local discussions began about APCHA incorporating other populations of need into the established housing program, APCHA sought to remind the citizens that the housing administered by APCHA is not only subject to the APCHA Guidelines approved by the City of Aspen and Pitkin County each year but more importantly, nearly every unit in the inventory has attached to it a deed restriction which requires that the units be owned or leased by local qualified employees, qualified retired employees, or qualified employees that became disabled while working in Pitkin County. These deed restrictions reflect the obligations which have been the basis for the public subsidies and for the requirements imposed on local developers. The deed restrictions are permanent and they cannot be changed or ignored based on the need for housing for other purposes, such as the unemployed and the homeless. The APCHA Guidelines implement and fine tune the requirements of the deed restrictions but they cannot be used to change their basic requirements. The employee housing program administered by APCHA is based on the promises made to the voters for almost forty years as to the use of public assets and the legal obligations embodied in the deed restrictions, which are binding contracts. APCHA’s existing housing cannot be used for other purposes. Exceptions (limited in duration) can be granted by the APCHA board of Directors based on careful review of the totality of circumstances, on a case by case basis. Again, promises and representations were made to the voters that the benefit of APCHA housing is for qualified employees. That is not to say that a future portion of APCHA housing could not be created and administered to assist Individuals/families with other needs and that do not require mandatory employment. The current purpose of the APCHA could be expanded if local legislative changes are adopted regarding an expanded purpose of APCHA housing, and if new funding sources are dedicated to serve those new purposes. Perhaps as a result of the widespread economic hardships our nation has experienced recently, APCHA and other local service providers are experiencing a higher than “normal” number of individuals or families on the edge in one or more ways. This local experience is echoed by a growing number of communities across the region, state, and country. In response, housing authorities across Colorado have been meeting to share their experiences concerning these larger challenges and to share how they are responding to them. They relate that the increasing number of those in need have reached a point where “Greyhound Therapy”, buying an occasional at-risk individual a one way bus ticket to somewhere far away, is not a good option. P151 I. Strategic Review of Housing 73 They agree that it is very important for each community to understand the nature and number of at risk people in their jurisdiction. Once that has been established, an objective discussion can take place to see what might be done. Such an effort is currently underway throughout Colorado, with Pitkin, Eagle and Garfield counties having already begun to survey their populations. The information gathered is the basis for a metric called the Vulnerability Index. It is a component of the Colorado Counts program, which is a collaborative effort between communities, governments, and the Office of Governor John Hickenlooper. The standard Vulnerability Index tools identify those with life threatening health issues. The survey we are involved with has added questions that identify vulnerability caused by: • Behaviors or circumstances which jeopardize health, life and or housing; • At-risk for system involvement; and • Frequent user of emergency services Once this effort has been completed across the region and state, each participating community will have a better understanding of the number and types of at-risk populations in their jurisdictions and they will be able to understand the dimensions of the larger regional and state needs. It is thought that this information will present opportunities for state and regional collaboration. Other housing programs in Colorado, typically in larger and more urban jurisdictions, coordinate to help service the needs of a variety of populations beyond those of the workforce. It is widely accepted that housing is one of the cornerstone needs that should be addressed early, if other problems are to have any hope of succeeding. Our look into these programs indicates to us that such housing programs collaborate with a variety of other service providers to be able to offer the services most in need in their community. They often access a variety of federal, state, and local government funding opportunities, which is an expertise that APCHA has never had to develop due to the relative wealth of our county. Faith based organizations and businesses are also important partners in many communities. It is easy to imagine a host of service challenges across the country that communities have in common (substance abuse) or those that are more unique for one reason or another. For instance, areas with warmer climates often have higher numbers of homelessness, in part, because shelter is not as critical a need; some communities have large populations of compulsive gamblers (Las Vegas); and still others may have increased mental health challenges associated with near constant cloud cover and/or long nights (Oregon, Alaska). Each community or region can identify and define the depth and breadth of their local challenges and responses. Locally there has been increased conversation about expanding the housing program to complement other populations of need. The professionals involved in what most think of as social service issues, are on the front lines of addressing the needs of the most P152 I. Strategic Review of Housing 74 vulnerable in our community and they have expressed that the vulnerabilities or combinations of vulnerabilities that they see, go beyond purely social service issues and would be better served by a wider community understanding and an increased integration of available services and by establishing new services as indicated by needs assessments. Such an integration of services usually have a housing component; in fact one national program called Housing First has a simple premise that is easy to grasp: The more quickly a person or family moves into housing, the sooner they can stabilize their life and address other issues. Housing assistance is the first priority, followed by case-management; mental health and substance abuse counseling, employment and other services that help sustain stability and self sufficiency. Such an integration of services is not limited to urban centers. Many small communities have been making progress in addressing a variety of these needs. Grand Junction has been successfully integrating their housing program with an ever expanding range of services for a few years now. The La Plata County Housing Authority has been embarking on a similar mission for less than a year and the housing director there is excited about the progress they are experiencing. Essentially, La Plata County Housing Authority addresses the challenges by building the housing and turning it over to social services. It is not unusual for well integrated programs to experience reduced need and expense for hospital emergency treatment, law enforcement, jails, prosecutions, short term shelters, and the like. According to the Colorado Coalition for the Homeless, the average cost of frequent service users is $43,239/person per year. After they are housed, service utilization is reduced to $11,694. It is certainly possible for Aspen and Pitkin County to adopt programs that integrate housing and other community needs when additional housing is acquired or produced (excepting properties already purchased but not yet built). It is very unlikely that such programs can be accommodated in existing APCHA housing without running afoul of past approvals, regulations and contractual obligations. APCHA stands ready to cooperate in support of an expanded community response to the challenges of social service or other community needs. P153 I. Strategic Review of Housing 75 Appendix - Definitions Total income included in Tables 1 through 3 equals the sum of the amounts reported separately for wage or salary income; net self-employment income; interest, dividends, or net rental or royalty income or income from estates and trusts; Social Security; Supplemental Security Income (SSI); public assistance or welfare payments; retirement, survivor, or disability pensions; and all other income. A household as reported in Tables 1 through 3 and Table 8 includes all the people who occupy a housing unit (a house, an apartment, a mobile home, a group of rooms, or a single room that is occupied) as separate living quarters. Separate living quarters are those in which the occupants live separately from any other people in the building and which have direct access from the outside of the building or through a common hall. The occupants may be a single family, one person living alone, two or more families living together, or any other group of related or unrelated people who share living arrangements. Employment reported in Tables 17 through 19 is based on a survey and captures individuals 16 years and over in the civilian non-institutional population who, during the reference week, (a) did any work at all (at least 1 hour) as paid employees; worked in their own business, profession, or on their own farm, or worked 15 hours or more as unpaid workers in an enterprise operated by a member of the family; and (b) all those who were not working but who had jobs or businesses from which they were temporarily absent because of vacation, illness, bad weather, childcare problems, maternity or paternity leave, labor- management dispute, job training, or other family or personal reasons, whether or not they were paid for the time off or were seeking other jobs. Each employed person is counted only once, even if he or she holds more than one job. Excluded are persons whose only activity consisted of work around their own house (painting, repairing, or own home housework) or volunteer work for religious, charitable, and other organizations. P154 I. P155 I. ATTACHMENTS P156 I. P157 I. Attachment A FOURTH AMENDED AND RESTATED INTERGOVERNMENTAL AGREEMENT ASPEN/PITKIN COUNTY HOUSING AUTHORITY P158 I. P159 I. Attachment B BY LAWS of the ASPEN/PITKIN COUNTY HOUSING AUTHORITY P160 I. P161 I. Attachment C APCHA Affordable Housing Guidelines P162 I. P163 I. Attachment D APCHA Presentation to Pitkin County Board of County Commissioners on July 3, 2012 in re: Housing Program P164 I. P165 I. Attachment E Maps of Current Rental/Ownership Inventory in the Housing System P166 I. P167 I. Attachment F Summary of Capital Reserve Studies P168 I. P169 I. Attachment G Brainstorm List of Possible Funding Solutions to Capital Reserve Shortfalls by Housing Frontiers Group P170 I. P171 I. Attachment H 2012 EPS Study “Employee Housing Demand Study” P172 I. P173 I. Attachment I POD Presentation-BOCC and Regional March 2012 -- Colorado Center on Law and Policy: The Self-Sufficiency Standard for Colorado 2011 P174 I. P175 I. Attachment J Pitkin County Self-Sufficiency Standard Chart P176 I. P177 I. Attachment K Aspen Area Community Plan Housing Chapter P178 I. P179 I. Attachment L RETT/Sales Tax for Housing Ballot Language P180 I. P181 I. P182 I. Acknowledgements This book was put together with the help of the following city and county staff: Pete Strecker Phylis Mattice Chris Everson Cindy Houben Tom McCabe Nan Sundeen Cindy Christensen Jon Peacock Don Taylor Scott Miller Barry Crook P183 I. M EMORANDUM To: Chris Everson, Affordable Housing Project Manager, City of Aspen From: Andy Knudtsen and Brian Duffany, Economic & Planning Systems Subject: Employee Housing Demand Model Date: August 11, 2012 The City of Aspen and Pitkin County are preparing for a Housing Summit during the summer of 2012. In 2002, Economic & Planning Systems (EPS) prepared the Aspen Affordable Housing Strategic Plan for the City. The Strategic Plan contained a forecast of employee housing needs based on a goal of housing 60 percent of the workforce in the Aspen Area. The City requested that EPS update this forecast with new data from more recent housing surveys as well as more recent economic and demographic data. This memorandum describes the methodology, data, and assumptions used to estimate employee housing demand for the Aspen Area. The analysis begins with employment and commuting trend data for the 2001-2009 time period. The analysis then provides the following forecasts and estimates for the 2012 through 2022 time period:  Employment trends for Pitkin County;  Total regional housing demand from 2012 through 2022;  Percentage of local and commuter households;  New housing needed to keep up with employment growth;  Employee inventory lost due to retirement and gentrification/ redevelopment; and  New housing needed to keep up with employment growth and to offset the impacts of retirement and gentrification. In addition, the Appendix contains an update and revision to the City’s 2007 analysis which projected the number of retirees in deed restricted housing. City staff has been provided with a spreadsheet model that allows one to test different assumptions of deed restricted housing production, loss of employee inventory due to retirement and redevelopment of market rate attainable units, and locally housed workers vs. commuter goals. P184 I. Memorandum August 11, 2012 Employee Housing Demand Model Page 2 Executive Summary Housing demand is typically driven by growth in employment. Accordingly, EPS has projected employment growth over the next decade and estimated the corresponding need to house these employees. In addition, Pitkin County faces housing impacts from retirees and gentrification. The findings from this analysis indicate that the combined impact of the increase in retirees living in deed restricted housing and continued gentrification will generate housing demand that exceeds housing needed to meet employment growth. The updated retirement projections indicate that the increase in units occupied by retirees alone is likely to exceed the number of units needed to accommodate new employees. In addition to constructing housing to meet job and labor force growth, the City and County will also need to construct housing to replace units occupied by retirees if it is desired to maintain the current commuting and jobs-housing ratios. Pitkin County is conservatively projected to add approximately 1,100 jobs over the next 10 years, as shown in Table 1. After adjusting for multiple job holders and multiple wage earners in households, there is a need for 530 new housing units in the Aspen and Roaring Fork Region. To maintain current commuting levels, with approximately 47 percent of the workforce living in Pitkin County and 53 percent commuting, it is estimated that 247 housing units are needed in price ranges affordable by local employees. Projections of retirees prepared by EPS, building on the City of Aspen staff’s work in 2007, suggest that retirement could have a larger impact on the labor force and housing availability than job growth. Table 1 Summary of Employment and Housing Forecasts Aspen Area Affordable Housing Strategy Update Description201220222012-2022 Pitkin County Employment Forecast (Jobs)21,54122,6431,102 Employee Housing Need - Employment Growth Regional Total------530 In Aspen Area, Maintain ~53% Commuting------247 Employee Housing Need - Retirement and Gentrification Units Occupied by Retirees248614367 Units Lost to Gentrification/Redevelopment---160 160 Total248774527 Total Housing Need Employment Growth, Maintain 47% Resident-Employees------247 Replace Retirement/Gentrification Units------527 Total 774 Commuting - No New Employee Housing Built Live in Aspen Area46.9%39.8% Commute53.1%60.2% Total100.0%100.0% Commuting - Build Needed Employee Housing Live in Aspen Area47%47% Commute53%53% Total100%100% Source: City of Aspen and Economic & Planning Systems H:\21900-Aspen Strategic Housing Plan Update\Models\[21900-Empl Housing Model 08-06-2012.xlsx]Summary P185 I. Memorandum August 11, 2012 Employee Housing Demand Model Page 3 It is estimated that there are 248 retired households living in deed restricted housing today and that this number will grow to 774 by 2022, an increase of 527. These 527 housing units will therefore be unavailable to the local labor force and will need to be replaced to avoid an increase in commuting, impacts on employers’ abilities to attract and retain employees, and employees’ quality of life. A large number of Pitkin County employee households, estimated at 1,530 in 2012, also live in market rate but attainable housing. While difficult to estimate, EPS has assumed that 16 of these units will be lost each year, on average, due to gentrification effects such as redevelopment or second home conversions. This is half of the average number of demolitions that occurred in Aspen from 2005 through 2008. This estimate is based on limited data and should be studied further to better understand and estimate the labor force impacts. The calculations in this analysis result in a loss of 160 units due to gentrification. The combined impact of retirement and gentrification is approximately 527 housing units; these would need to be replaced in the Aspen Area to maintain the same levels of resident employment. If no new housing is built that is affordable to employees and the projections for retirement and gentrification are met, the percentage of commuting employees would increase from approximately 53 percent in 2012 to 60 percent in 2022. Conversely, the proportion of employees who live in Pitkin County would drop from 47 percent in 2012 to 40 percent in 2022. Over the next 10 years 247 new housing units are needed to meet employment growth and maintain commuting patterns, while 527 additional units are needed to mitigate retirement and gentrification effects for a total need of 774 units. Data Sources Data sources include publicly available secondary data as well as primary data compiled by the City of Aspen through household and employee surveys. This section provides a summary of the data sources used. Employment Data Three sources of employment data are used in this analysis, as described below.  U.S. Bureau of Economic Analysis (BEA) – BEA provides estimates of total jobs or “employment” by type. Total employment is comprised of wage and salary jobs covered by unemployment insurance programs, proprietor employment, farm employment, and other government and miscellaneous jobs. BEA job estimates are considered to be the most accurate; however, the most recent estimates lag two years behind the current year. The time lag occurs because BEA aggregates data from multiple sources and revises prior estimates and is only available for counties or larger geographies.  Colorado Department of Labor (CDOL) – On behalf of the U.S. Bureau of Labor Statistics, state departments of labor collect employment data from individual establishments quarterly to administer unemployment insurance programs under the Quarterly Census of Employment and Wages (QCEW) program. The individual establishment level data are known as QCEW Microdata. These data can be aggregated at the sub-county level to produce local area employment estimates. However, QCEW data only includes wage and salary jobs covered by unemployment insurance, known as “covered employment.” Municipalities may request these data from CDOL. There are confidentiality requirements governing the data, and individual establishment information may not be disclosed. Establishment level data cannot be reported to the public or elected officials. P186 I. Memorandum August 11, 2012 Employee Housing Demand Model Page 4 QCEW data is available up to two quarters prior to the current quarter. BLS aggregates QCEW data collected at the state level into county, MSA, state, and national reports. For this report, these data have been used to estimate place level employment for Snowmass Village. QCEW has also been used to show employment trends in other Aspen labor shed communities (Rifle, Silt, Glenwood Springs) presented in the Appendix.  US Bureau of Labor of Labor Statistics (BLS) – The BLS also administers the Current Employment Statistics (CES) program. The CES surveys about 141,000 businesses and government agencies, representing approximately 486,000 individual worksites, in order to provide detailed industry data on employment, hours, and earnings of workers on nonfarm payrolls. This is the most current data on employment, lagging by only two months. However, it results from a sample of businesses and is not as accurate as BEA or QCEW data sources. These data are available at the state and MSA levels. CES data has been used as an additional benchmark for growth rates in estimating 2012 employment and forecasted growth rates.  Differences in Data Sources – To reiterate, there are three key differences in these employment data sources. Fisrt, the most important difference between these data sources is the definition of employment. BEA data is “total employment,” which is the sum of wage and salary employment plus proprietors’ employment. CDOL and BLS data only include wage and salary jobs. Second, CDOL and BLS data are the only sources available at geographies smaller than counties. Third, BEA lags by about 2 years while CDOL and BLS data lag by about 7 months. Commuting Estimates Estimates of commuting and local resident employees come from the U.S. Census and the 2008 City of Aspen Housing Survey (RRC Associates, 2008). The U.S. Census Longitudinal Employer- Household Dynamics (LEHD) data series matches employee social security numbers found in state and federal records on employers and employees. The LEHD data can be used to estimate the place of residence for employees in a given area, or the place of work for residents of a given area. The LEHD data indicates that commuting fluctuated between approximately 49.6 percent and 56.5 percent over the 2001 through 2009 period. The 2008 Survey found that 45 percent of employees surveyed commute to Aspen. This is consistent with the estimates obtained from the LEHD data for 2008, which showed a commuting percentage of 45.5 percent. Baseline Trends and Forecasts An important distinction in this analysis is the concept of employment (jobs) and employed persons (employees). Jobs include full- and part-time jobs, and a part-time job is counted as one job in the data sources. An employed person (employee) can hold one full or part-time job or multiple jobs. The 1999 and 2008 housing surveys found that, on average, each employee holds 1.3 jobs. Employment Trends The analysis begins with a review of past employment trends in Pitkin County (Table 1). In 2001, there were 21,246 total jobs in Pitkin County. By 2009, total employment grew by 637 jobs at an annual rate of 0.4 percent per year. Employment in Pitkin County peaked in 2008 at 23,552 jobs. From 2008 through 2009, employment dropped by 7.1 percent. P187 I. Memorandum August 11, 2012 Employee Housing Demand Model Page 5 Wage and salary jobs made up 80 percent of all jobs in 2001, dropping to 75.3 percent of all jobs in 2009, which indicates that proprietors’ employment (self employed) grew. In fact, over this time period proprietors’ employment grew by an estimated 1,142 jobs while wage and salary jobs shrank by 505. The growth of proprietors’ employment is, however, likely a reflection of people forming their own businesses in an effort to replace wage and salary employment that was either lost or cut back during the recession. Employees and Employee Households Aspen and Pitkin County housing mitigation policies do not apply to development in Snowmass Village. However, employees working in Snowmass Village, which is in Pitkin County, are eligible for ASPCHA housing. For reference purposes, there are approximately 2,300 wage and salary jobs in Snowmass Village (Table 2). These jobs are included in the 10-year employment projection discussed in the next section. Total jobs are converted to employees by dividing by 1.3, the average number of jobs held by employees who work in Pitkin County. As shown, there were an estimated 16,833 employees working in Pitkin County in 2009, and 16,570 are projected in 2012. From Census LEHD data, the percentages of local and commuting employees are shown. Since 2002, the earliest year for which LEHD data is available, the proportion of local employees commuting ranged from a low of 49 to a high of 56 percent. Commuting was higher during strong economic periods, such as 2005 through 2008, at 53 to 56 percent. In 2010 through 2012, resident employees are estimated to be 46.9 percent, which is the average rate from 2001 through 2009. Employees must be converted to households since most employed people live with either family members or roommates. A household is a group of people, related or unrelated, who live in one housing unit. This means that one employee does not equate to one housing unit; a reduction must be applied to account for the fact that there is on average more than one employed person per household. Employee households are calculated by dividing forecasted employees by 1.6, which is the average number of employees per household in the Aspen Area based on the 1999 and 2008 household surveys. As shown, the 16,570 employees who work in the Aspen Area in 2012 equate to 10,357 employee households, including an estimated 4,854 who live in the Aspen Area and 5,503 who commute. Employment and Employee Household Forecast In order to forecast employee housing demand, an employment forecast for the County is needed (Table 3). First, employment is projected from 2009 to 2012. QCEW Micro Data for Pitkin County indicates a growth rate (for wage and salary jobs) of -3.5 percent from 2009 through 2010. A full year of QCEW data is not available for Pitkin County for 2011 at this time. The CES for Colorado and the Grand Junction MSA suggests a growth rate of 1.5 percent from 2010 through the end of 2011 (Appendix Table 3). EPS assumed an average growth rate of 0.5 percent from 2012 through 2022, which is comparable to the historic growth rate of 0.4 percent per year from 2001 through 2009. This is a conservative growth rate since the past decade included two recessions. The resulting employment forecast is for 1,102 new jobs over the next 10 years with a total of 22,643 jobs in 2022. The employment (jobs) forecast is used to forecast employees, employee households, and the resulting employee housing demand (Table 4). Employees are calculated by dividing forecasted employment by 1.3, the average number of jobs held by an employee working in the Aspen Area. Employee households are calculated by dividing forecasted employees by 1.6, the average P188 I. Memorandum August 11, 2012 Employee Housing Demand Model Page 6 number of employees per household in the Aspen Area based on past household surveys. In 2012, there are an estimated 10,356 households in the region with an employee(s) who works in Pitkin County. Employee households in the region are forecasted to grow to 10,886 by 2022, indicating demand for 530 housing units in the region to house new employees. The annual, or incremental housing demand, is calculated as the change in employee households from year to year. As shown, an average of 50 to 55 units of housing (530 divided by 10 years) would be needed in the region each year to accommodate the forecasted Aspen area employment growth. In order to maintain a resident-employee percentage of 47 percent, approximately 25 units of new deed restricted housing are needed each year within Aspen and Pitkin County. Retirement and Gentrification Impacts In this section, the impacts to the labor force are estimated from the growing number of retirees and the loss of market rate housing due to gentrification and redevelopment pressures. First, it is necessary to allocate employees by housing type (market rate and deed restricted) in order to estimate changes in employee households by type of housing occupied. There are 8,158 occupied housing units (occupied by a year-round resident household) in Pitkin County (Table 5), and an estimated 4,854 resident employee households. Research conducted by staff 2012 Housing Summit indicates that 192 deed restricted ownership units (12.8 percent of ownership units) are occupied by retirees; this will be discussed in more detail below. No data is available on retirees in rental units, but APCHA estimates that there are one-third the percentage of retirees in rental housing as compared to ownership housing, resulting in an estimate of 56 retirees in rental housing, or 4.2 percent of rental units (Table 5). In total, 248 deed units are estimated to be occupied by retirees. After deducting retiree households, there are an estimated 3,324 active employee households in deed restricted housing. The remaining 1,530 employee households therefore live in other market rate, but attainable, housing. This market rate but attainable housing is subject to potential redevelopment or conversion to second homes. Retirement and Gentrification Forecast The number of employee units that move from housing active employees to retirees is projected in Table 6. Initially, 248 deed restricted units are estimated to house retiree households. By 2022, EPS estimates that this number will grow to 614. This projection was developed using a cohort component demographic model that ages the population by 5-year cohort and applies mortality rates and move out rates. This model was initially built by City of Aspen Staff in 2007. EPS updated the analysis with a new owner age distribution (2012) provided by the City. In addition, EPS worked with Staff to modify the original model to replace all deaths and move outs with turnover buyers distributed according to the age distribution of individuals who purchased existing units from 2007 through 2011. The 2007 model replaced turnover units with buyers concentrated in a younger population cohort. The detailed calculations are provided in Appendix 2. It is also expected that the number of attainable free market housing units that house local employees will decline due to gentrification, which results in the redevelopment of attainably priced homes into vacation/second homes for affluent part-time residents that are not affordable to locally employed people (LEP). We were not able to identify any readily available estimates of the number of employee occupied homes lost to gentrification/redevelopment. This issue needs P189 I. Memorandum August 11, 2012 Employee Housing Demand Model Page 7 further study so that the impacts can be better estimated and understood. EPS obtained limited data on residential demolitions from the Department of Local Affairs (DOLA) Demography Section. DOLA reported 131 demolitions over a four-year period from 2005 through 2008; no other data were available. This is equivalent to an average of 32 demolitions per year. It is assumed that half (50 percent) of these units were occupied by employees, or 16 units per year. As shown, a total of 160 workforce units would be lost over 10 years. Earlier, it was estimated that 247 new units would be needed to accommodate employment growth, with 47 percent of workers living in the Aspen Area. Adding the 527 units lost to retirement and gentrification results in total housing demand of 774 units. The total amount of housing needed to accommodate employment growth and to replace employee housing lost to retirement and gentrification, is estimated at 774 units over the next 10 years. These projections and estimates indicate that the replacement housing demand impacts from retirement and gentrification may exceed demand from employment growth. Employee Housing Construction Scenario As presented above, the spreadsheet model estimates a) the amount of employee housing needed to accommodate employment growth, and b) housing needed to replace units occupied by retirees and housing lost to gentrification pressures. An additional calculation sheet is provided that allows an analyst to assume different levels of employee housing construction and to view the resulting percentages of resident employee and commuter employee households (Table 7). In the top half of Table 7, the “Status Quo” scenario is shown as the existing employee households in deed restricted and market rate housing. With no new employee housing construction, 527 units available to employees are lost and commuting increases from 53 to 60 percent. The bottom half of Table 7 allows the analyst to enter an assumption for new employee housing construction, or to accept the “default” values for new construction shown as “calc’d need” in the printed table. The default level of construction is the number of units needed to accommodate employment growth (Table 4), and the number of units needed to replace retiree units and units lost to gentrification. As it is presented with the calculated housing need, 774 units are assumed to be built. This supports an increase in 247 local employee households and replaces the 527 units of inventory that is expected to become unavailable to the labor force over the next decade. P190 I. As p e n A f f o r d a b l e H o u s i n g S t r a t e g y U p d a t e Ho u s i n g D e m a n d P r o j e c t i o n s Ta b l e N a m e ES - 1 E x e c u t i v e S u m m a r y ES - 2 E x e c u t i v e S u m m a r y - C o m m u t i n g I m p a c t s Ta b l e 1 E m p l o y m e n t T r e n d , P i t k i n C o u n t y , 2 0 0 1 - 2 0 0 9 Ta b l e 2 A s p e n A r e a E m p l o y m e n t a n d H o u s i n g R e l a t i o n s h i p s , 2 0 0 1 - 2 0 1 1 Ta b l e 3 A s p e n A r e a E m p l o y m e n t F o r e c a s t Ta b l e 4 A s p e n A r e a J o b s a n d H o u s i n g D e m a n d F o r e c a s t , 2 0 1 2 - 2 0 2 2 Ta b l e 5 H o u s i n g U n i t a n d E m p l o y e e A l l o c a t i o n s Ta b l e 6 L o s s o f H o u s i n g I n v e n t o r y A v a i l a b l e t o E m p l o y e e s f r o m R e t i r e m e n t a n d G e n t r i f i c a t i o n Ta b l e 7 E m p l o y e e H o u s i n g I n v e n t o r y F o r e c a s t - w i t h R e t i r e m e n t a n d G e n t r i f i c a t i o n a n d C o n s t r u c t i o n Ap p e n d i x 1 - S u p p o r t i n g D a t a Ta b l e A - 1 P l a c e o f R e s i d e n c e f o r A s p e n A r e a E m p l o y e e s Ta b l e A - 2 W a g e a n d S a l a r y E m p l o y m e n t T r e n d s f o r M a j o r Z i p C o d e s , 2 0 0 1 - 2 Q 2 0 1 1 Ta b l e A - 3 C u r r e n t W a g e a n d S a l a r y E m p l o y m e n t S t a t i s t i c s , 2 0 0 2 - 2 0 1 1 Ta b l e A - 4 H o u s i n g U n i t T r e n d s , P i t k i n C o u n t y , 2 0 0 0 - 2 0 1 0 Ap p e n d i x 2 - R e t i r e m e n t a n d A g i n g M o d e l Ta b l e A 2 - 1 D e e d R e s t r i c t e d H o u s i n g O w n e r A g e D i s t r i b u t i o n Ta b l e A 2 - 2 H o u s i n g O c c u p a n c y b y R e t i r e m e n t S t a t u s , 2 0 0 7 - 2 0 3 2 Ta b l e A 2 - 3 A g e D i s t r i b u t i o n F o r e c a s t S u m m a r y , 2 0 1 2 - 2 0 3 2 Ta b l e A 2 - 4 U n i t T u r n o v e r B u y e r R e p l a c e m e n t P r o f i l e Ta b l e A 2 - 5 H o u s i n g D e m o l i t i o n E s t i m a t e H: \ 2 1 9 0 0 - A s p e n S t r a t e g i c H o u s i n g P l a n U p d a t e \ M o d e l s \ [ 2 1 9 0 0 - E m p l H o u s i n g M o d e l 0 8 - 0 6 - 2 0 1 2 . x l s x ] T I T L E DI S C L A I M E R Pr i n c i p a l - i n - C h a r g e An d r e w K n u d t s e n 73 0 1 7 th S t r e e t , S u i t e 6 3 0 De n v e r , C O 8 0 2 0 2 (3 0 3 ) 6 2 3 - 3 5 5 7 P h o n e (3 0 3 ) 6 2 3 - 9 0 4 9 F a c s i m i l e Au g u s t 1 0 , 2 0 1 2 Th i s a n a l y s i s w a s p r e p a r e d b y E c o n o m i c & P l a n n i n g S y s t e m s , I n c . , ( E P S ) a f i r m s p e c i a l i z i n g i n r e a l e s t a t e e c o n o m i c s , p u b l i c f i n an c e , a n d l a n d u s e p o l i c y . 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T h i s mo d e l s h o u l d n o t b e r e l i e d o n a s s o l e i n p u t f o r fi n a l b u s i n e s s d e c i s i o n s r e g a r d i n g c u r r e n t a n d f u t u r e d e v e l o p m e n t a n d p l a n n i n g , n o r u t i l i z e d f o r p u r p o s e s b e y o n d t h e s c o p e a n d ob j e c t i v e s o f t h e c u r r e n t s t u d y . Qu e s t i o n s r e g a r d i n g t h i s a n a l y s i s s h o u l d b e d i r e c t e d t o : Ec o n o m i c & P l a n n i n g S y s t e m s , I n c . P191I. Ex e c u t i v e S u m m a r y As p e n A f f o r d a b l e H o u s i n g S t r a t e g y U p d a t e De s c r i p t i o n 2 0 1 2 2 0 2 2 2 0 1 2 - 2 0 2 2 Pi t k i n C o u n t y E m p l o y m e n t F o r e c a s t ( J o b s ) 2 1 , 5 4 1 2 2 , 6 4 3 1 , 1 0 2 Em p l o y e e H o u s i n g N e e d - E m p l o y m e n t G r o w t h Re g i o n a l T o t a l - - - - - - 5 3 0 In A s p e n A r e a , M a i n t a i n ~ 5 3 % C o m m u t i n g - - - - - - 2 4 7 Em p l o y e e H o u s i n g N e e d - R e t i r e m e n t a n d G e n t r i f i c a t i o n Un i t s O c c u p i e d b y R e t i r e e s 2 4 8 6 1 4 3 6 7 Un i t s L o s t t o G e n t r i f i c a t i o n / R e d e v e l o p m e n t - - - 1 6 0 16 0 To t a l 2 4 8 7 7 4 5 2 7 To t a l H o u s i n g N e e d Em p l o y m e n t G r o w t h , M a i n t a i n 4 7 % R e s i d e n t - E m p l o y e e s - - - - - - 2 4 7 Re p l a c e R e t i r e m e n t / G e n t r i f i c a t i o n U n i t s - - - - - - 5 2 7 To t a l 77 4 Co m m u t i n g - N o N e w E m p l o y e e H o u s i n g B u i l t Li v e i n A s p e n A r e a 4 6 . 9 % 3 9 . 8 % Co m m u t e 5 3 . 1 % 60 . 2 % To t a l 1 0 0 . 0 % 1 0 0 . 0 % Co m m u t i n g - B u i l d N e e d e d E m p l o y e e H o u s i n g Li v e i n A s p e n A r e a 4 7 % 4 7 % Co m m u t e 5 3 % 53 % To t a l 1 0 0 % 1 0 0 % So u r c e : C i t y o f A s p e n a n d E c o n o m i c & P l a n n i n g S y s t e m s H: \ 2 1 9 0 0 - A s p e n S t r a t e g i c H o u s i n g P l a n U p d a t e \ M o d e l s \ [ 2 1 9 0 0 - E m p l H o u s i n g M o d e l 0 8 - 0 6 - 2 0 1 2 . x l s x ] S u m m a r y P192I. Ta b l e E S - 2 Ex e c u t i v e S u m m a r y - C o m m u t i n g I m p a c t s As p e n A f f o r d a b l e H o u s i n g S t r a t e g y U p d a t e De s c r i p t i o n T o t a l Abo v e B a s e l i n e Fo r e c a s t Ba s e l i n e E m p l o y e e H o u s i n g N e e d e d t o K e e p U p w i t h Em p l o y m e n t G r o w t h Re g i o n a l T o t a l 5 3 0 ( b a s e l i n e ) In A s p e n A r e a , M a i n t a i n ~ 4 7 % R e s i d e n t E m p l o y e e s 2 4 7 ( b a s e l i n e ) Re s i d e n t E m p l o y e e G o a l 50 % 2 6 4 1 7 55 % 2 9 0 4 3 60 % 3 1 7 7 0 Pe r 1 . 0 % I n c r e a s e i n R e s i d e n t E m p l o y e e s 5 So u r c e : C i t y o f A s p e n a n d E c o n o m i c & P l a n n i n g S y s t e m s H: \ 2 1 9 0 0 - A s p e n S t r a t e g i c H o u s i n g P l a n U p d a t e \ M o d e l s \ [ 2 1 9 0 0 - E m p l H o u s i n g M o d e l 0 8 - 0 6 - 2 0 1 2 . x l s x ] S u m m a r y 2 20 1 2 - 2 0 2 2 P193I. Ta b l e 1 Em p l o y m e n t T r e n d , P i t k i n C o u n t y , 2 0 0 1 - 2 0 0 9 As p e n A f f o r d a b l e H o u s i n g S t r a t e g y U p d a t e Em p l o y m e n t T y p e 2 0 0 1 2 0 0 2 2 0 0 3 2 0 0 4 2 0 0 5 2 0 0 6 2 0 0 7 2 0 0 8 2 0 0 9 C h a n g e Ann. % Wa g e a n d S a l a r y E m p l o y m e n t 16 , 9 9 3 1 6 , 5 7 4 1 6 , 4 6 2 1 6 , 8 5 5 1 7 , 3 7 0 1 7 , 8 5 3 1 7 , 8 0 2 1 8 , 2 8 6 1 6 , 4 8 8 - 5 0 5 - 0 . 4 % Pr o p r i e t o r s E m p l o y m e n t F a r m p r o p r i e t o r s e m p l o y m e n t 8 3 9 0 7 6 6 7 6 2 5 7 6 2 6 3 6 2 - 2 1 - 3 . 6 % N o n f a r m p r o p r i e t o r s e m p l o y m e n t 4 , 1 7 0 4, 2 2 5 4, 4 1 6 4, 6 0 0 4, 7 4 2 4, 8 0 7 5, 1 2 9 5, 2 0 3 5, 3 3 3 1,1633.1% Su b t o t a l 4 , 2 5 3 4 , 3 1 5 4 , 4 9 2 4 , 6 6 7 4 , 8 0 4 4 , 8 6 4 5 , 1 9 1 5 , 2 6 6 5 , 3 9 5 1 , 1 4 2 3 . 0 % To t a l E m p l o y m e n t 2 1 , 2 4 6 2 0 , 8 8 9 2 0 , 9 5 4 2 1 , 5 2 2 2 2 , 1 7 4 2 2 , 7 1 7 2 2 , 9 9 3 2 3 , 5 5 2 2 1 , 8 8 3 6 3 7 0 . 4 % Wa g e a n d S a l a r y E m p l o y m e n t 80 . 0 % 7 9 . 3 % 7 8 . 6 % 7 8 . 3 % 7 8 . 3 % 7 8 . 6 % 7 7 . 4 % 7 7 . 6 % 7 5 . 3 % Pr o p r i e t o r s E m p l o y m e n t F a r m p r o p r i e t o r s e m p l o y m e n t 0 . 4 % 0 . 4 % 0 . 4 % 0 . 3 % 0 . 3 % 0 . 3 % 0 . 3 % 0 . 3 % 0 . 3 % N o n f a r m p r o p r i e t o r s e m p l o y m e n t 1 9 . 6 % 20 . 2 % 21 . 1 % 21 . 4 % 21 . 4 % 21 . 2 % 22 . 3 % 22 . 1 % 24 . 4 % Su b t o t a l 2 0 . 0 % 2 0 . 7 % 2 1 . 4 % 2 1 . 7 % 2 1 . 7 % 2 1 . 4 % 2 2 . 6 % 2 2 . 4 % 2 4 . 7 % To t a l E m p l o y m e n t 1 0 0 . 0 % 1 0 0 . 0 % 1 0 0 . 0 % 1 0 0 . 0 % 1 0 0 . 0 % 1 0 0 . 0 % 1 0 0 . 0 % 1 0 0 . 0 % 1 0 0 . 0 % So u r c e : U S B u r e a u o f E c o n o m i c A n a l y s i s , E c o n o m i c & P l a n n i n g S y s t e m s H: \ 2 1 9 0 0 - A s p e n S t r a t e g i c H o u s i n g P l a n U p d a t e \ M o d e l s \ [ 2 1 9 0 0 - E m p l H o u s i n g M o d e l 0 8 - 0 6 - 2 0 1 2 . x l s x ] 1 - B E A _ E m p l 2001-2009 P194I. Ta b l e 2 As p e n A r e a E m p l o y m e n t a n d H o u s i n g R e l a t i o n s h i p s , 2 0 0 1 - 2 0 1 1 As p e n A f f o r d a b l e H o u s i n g S t r a t e g y U p d a t e De s c r i p t i o n 2 0 0 1 2 0 0 2 2 0 0 3 2 0 0 4 2 0 0 5 2 0 0 6 2 0 0 7 2 0 0 8 2 0 0 9 2 0 1 0 2 0 1 1 2 0 1 2 Jo b s Wa g e a n d S a l a r y J o b s b y L o c a t i o n As p e n a n d U n i n c o r p o r a t e d P i t k i n C o u n t y [ 1 ] 1 4 , 6 7 5 1 4 , 3 4 1 1 4 , 1 7 3 1 4 , 4 9 6 1 4 , 9 9 9 1 5 , 3 9 7 1 5 , 3 4 5 1 5 , 8 5 2 1 4 , 1 7 2 To w n o f S n o w m a s s V i l l a g e [ 2 ] 2 , 3 1 8 2, 2 3 3 2, 2 8 9 2, 3 5 9 2, 3 7 1 2, 4 5 6 2, 4 5 7 2, 4 3 4 2, 3 1 6 Pi t k i n C o u n t y W a g e a n d S a l a r y J o b s [ 3 ] 1 6 , 9 9 3 1 6 , 5 7 4 1 6 , 4 6 2 1 6 , 8 5 5 1 7 , 3 7 0 1 7 , 8 5 3 1 7 , 8 0 2 1 8 , 2 8 6 1 6 , 4 8 8 Pr o p r i e t o r s J o b s % P r o p r i e t o r s [ 3 ] 2 0 . 0 % 2 0 . 7 % 2 1 . 4 % 2 1 . 7 % 2 1 . 7 % 2 1 . 4 % 2 2 . 6 % 2 2 . 4 % 2 4 . 7 % Pr o p r i e t o r s 4 , 2 5 3 4, 3 1 5 4, 4 9 2 4, 6 6 7 4, 8 0 4 4, 8 6 4 5, 1 9 1 5, 2 6 6 5, 3 9 5 To t a l P i t k i n C o u n t y J o b s 2 1 , 2 4 6 2 0 , 8 8 9 2 0 , 9 5 4 2 1 , 5 2 2 2 2 , 1 7 4 2 2 , 7 1 7 2 2 , 9 9 3 2 3 , 5 5 2 2 1 , 8 8 3 2 1 , 1 1 7 2 1 , 4 3 4 2 1 , 5 4 1 % C h a n g e - 1 . 7 % 0 . 3 % 2 . 7 % 3 . 0 % 2 . 4 % 1 . 2 % 2 . 4 % - 7 . 1 % - 3 . 5 % 1 . 5 % 0 . 5 % Em p l o y e e s Jo b s p e r E m p l o y e e [ 4 ] 1 . 3 1 . 3 1 . 3 1 . 3 1 . 3 1 . 3 1 . 3 1 . 3 1 . 3 1 . 3 1 . 3 1 . 3 Em p l o y e e s w h o w o r k i n P i t k i n C o u n t y 1 6 , 3 4 3 1 6 , 0 6 8 1 6 , 1 1 8 1 6 , 5 5 5 1 7 , 0 5 7 1 7 , 4 7 5 1 7 , 6 8 7 1 8 , 1 1 7 1 6 , 8 3 3 1 6 , 2 4 4 1 6 , 4 8 8 1 6 , 5 7 0 Co m m u t i n g Es t i m a t e L E H D L E H D L E H D L E H D L E H D L E H D L E H D L E H D E s t i m a t e [ 5 ] E s t i m a t e E s t i m a t e % L i v e i n P i t k i n C o u n t y [ 6 ] 4 9 . 0 % 4 8 . 9 % 4 7 . 8 % 4 6 . 9 % 4 5 . 5 % 4 6 . 5 % 4 3 . 5 % 4 5 . 5 % 5 0 . 4 % 4 6 . 9 % 4 6 . 9 % 4 6 . 9 % % C o m m u t e t o P i t k i n C o u n t y 5 1 . 0 % 5 1 . 1 % 5 2 . 2 % 5 3 . 1 % 5 4 . 5 % 5 3 . 5 % 5 6 . 5 % 5 4 . 5 % 4 9 . 6 % 5 3 . 1 % 5 3 . 1 % 5 3 . 1 % Li v e i n P i t k i n C o u n t y A 8, 0 0 8 7 , 8 5 0 7 , 7 0 1 7 , 7 6 3 7 , 7 6 7 8 , 1 1 9 7 , 6 9 1 8 , 2 4 5 8 , 4 8 9 7 , 6 1 3 7 , 7 2 8 7 , 7 6 6 Co m m u t e t o P i t k i n C o u n t y B 8, 3 3 5 8, 2 1 8 8, 4 1 7 8, 7 9 2 9, 2 9 0 9, 3 5 6 9, 9 9 6 9, 8 7 2 8, 3 4 4 8,6318,7608,804 To t a l E m p l o y e e s 1 6 , 3 4 3 1 6 , 0 6 8 1 6 , 1 1 8 1 6 , 5 5 5 1 7 , 0 5 7 1 7 , 4 7 5 1 7 , 6 8 7 1 8 , 1 1 7 1 6 , 8 3 3 1 6 , 2 4 4 1 6 , 4 8 8 1 6 , 5 7 0 Ho u s e h o l d s Em p l o y e e s p e r H o u s e h o l d [ 7 ] C 1. 6 1 . 6 1 . 6 1 . 6 1 . 6 1 . 6 1 . 6 1 . 6 1 . 6 1 . 6 1 . 6 1 . 6 Li v e i n P i t k i n C o u n t y = A / C 5, 0 0 5 4 , 9 0 6 4 , 8 1 3 4 , 8 5 2 4 , 8 5 4 5 , 0 7 4 4 , 8 0 7 5 , 1 5 3 5 , 3 0 6 4 , 7 5 8 4 , 8 3 0 4 , 8 5 4 Co m m u t e r H o u s e h o l d s = B / C 5, 2 0 9 5, 1 3 6 5, 2 6 1 5, 4 9 5 5, 8 0 6 5, 8 4 8 6, 2 4 8 6, 1 7 0 5, 2 1 5 5,3945,4755,503 Em p l o y e e H o u s e h o l d s 1 0 , 2 1 4 1 0 , 0 4 2 1 0 , 0 7 4 1 0 , 3 4 7 1 0 , 6 6 0 1 0 , 9 2 2 1 1 , 0 5 5 1 1 , 3 2 3 1 0 , 5 2 1 1 0 , 1 5 2 1 0 , 3 0 5 1 0 , 3 5 7 So u r c e : E c o n o m i c & P l a n n i n g S y s t e m s [1 ] P i t k i n C o u n t y t o t a l m i n u s T o w n o f S n o w m a s s V i l l a g e . [2 ] 8 1 6 1 5 z i p c o d e . Q u e r i e d f r o m Q C E W M i c r o d a t a p r o v i d e d b y t h e C o l o r a d o D e p a r t m e n t o f L a b o r . [3 ] U . S . B u r e a u o f E c o n o m i c A n a l y s i s [4 ] R R C A s s o c i a t e s 1 9 9 9 a n d 2 0 0 8 h o u s i n g s u r v e y s . [5 ] A v e r a g e o f 2 0 0 2 t h r o u g h 2 0 0 9 . R R C A s s o c i a t e s ( 2 0 0 8 ) e s t i m a t e d c o m m u t i n g a t 5 5 p e r c e n t . [6 ] U S C e n s u s L o n g i t u d i n a l E m p l o y e r - H o u s e h o l d D y n a m i c s ( L E H D ) f o r 2 0 0 2 - 2 0 1 0 ; R R C A s s o c i a t e s 2 0 0 8 H o u s i n g S u r v e y . 2 0 0 1 a s s u m e d t o b e e q u i v a l e n t t o 2 0 0 2 L E H D d a t a . [7 ] R R C A s s o c i a t e s 1 9 9 9 a n d 2 0 0 8 h o u s i n g s u r v e y s . [8 ] S e e t a b l e 3 H: \ 2 1 9 0 0 - A s p e n S t r a t e g i c H o u s i n g P l a n U p d a t e \ M o d e l s \ [ 2 1 9 0 0 - E m p l H o u s i n g M o d e l 0 8 - 0 6 - 2 0 1 2 . x l s x ] 2 - E m p l _ H H _ T r e n d - - H i s t o r i c a l D a t a - - P r o j e c t i o n [ 8 ] P195I. Ta b l e 3 As p e n A r e a E m p l o y m e n t F o r e c a s t As p e n A f f o r d a b l e H o u s i n g S t r a t e g y U p d a t e 20 1 2 - 2 0 2 2 Fo r e c a s t - - > 2012- De s c r i p t i o n 2 0 0 9 2 0 1 0 [ 1 ] 2 0 1 1 [ 1 ] G r o w t h R a t e 2 0 1 2 2 0 1 3 2 0 1 4 2 0 1 5 2 0 1 6 2 0 1 7 2 0 1 8 2 0 1 9 2 0 2 0 2 0 2 1 2 0 2 2 2 0 2 2 Pi t k i n C o u n t y J o b s 2 1 , 8 8 3 2 1 , 1 1 7 2 1 , 4 3 4 2 1 , 5 4 1 2 1 , 6 4 9 2 1 , 7 5 7 2 1 , 8 6 6 2 1 , 9 7 5 2 2 , 0 8 5 2 2 , 1 9 5 2 2 , 3 0 6 2 2 , 4 1 8 2 2 , 5 3 0 2 2 , 6 4 3 1 , 1 0 2 Gr o w t h R a t e - 3 . 5 % 1 . 5 % 0 . 5 % 0.5% So u r c e : U S B u r e a u o f L a b o r S t a t i s t i c s ; E c o n o m i c & P l a n n i n g S y s t e m s H: \ 2 1 9 0 0 - A s p e n S t r a t e g i c H o u s i n g P l a n U p d a t e \ M o d e l s \ [ 2 1 9 0 0 - E m p l H o u s i n g M o d e l 0 8 - 0 6 - 2 0 1 2 . x l s x ] 3 - E m p l _ F c s t - - P r o j e c t i o n t o 2 0 1 2 - - [1 ] 2 0 0 9 - 2 0 1 0 g r o w t h r a t e f r o m Q C E W M i c r o d a t a f o r P i t k i n C o u n t y p r o v i d e d b y C O D e p t . o f L a b o r . 2 0 1 0 - 2 0 1 1 g r o w t h r a t e e s t i m a t e d fr o m U S B u r e a u o f L a b o r S t a t i s t i c s C u r r e n t E m p l o y m e n t S e r i e s g r o w t h r a t e s f o r t h e S t a t e o f Co l o r a d o a n d t h e G r a n d J u n c t i o n M S A . C o u n t y l e v e l g r o w t h r a t e s t h r o u g h 2 0 1 2 a r e n o t y e t a v a i l a b l e . P196I. Ta b l e 4 As p e n A r e a J o b s a n d H o u s i n g D e m a n d F o r e c a s t , 2 0 1 2 - 2 0 2 2 As p e n A f f o r d a b l e H o u s i n g S t r a t e g y U p d a t e De s c r i p t i o n 2 0 1 2 2 0 1 3 2 0 1 4 2 0 1 5 2 0 1 6 2 0 1 7 2 0 1 8 2 0 1 9 2 0 2 0 2 0 2 1 2 0 2 2 Change or Total Jo b s i n P i t k i n C o u n t y 2 1 , 5 4 1 2 1 , 6 4 9 2 1 , 7 5 7 2 1 , 8 6 6 2 1 , 9 7 5 2 2 , 0 8 5 2 2 , 1 9 5 2 2 , 3 0 6 2 2 , 4 1 8 2 2 , 5 3 0 2 2 , 6 4 3 1 , 1 0 2 Jo b s p e r E m p l o y e e 1 . 3 1 . 3 1 . 3 1 . 3 1 . 3 1 . 3 1 . 3 1 . 3 1 . 3 1 . 3 1 . 3 Em p l o y e e s w h o W o r k i n P i t k i n C o u n t y 1 6 , 5 7 0 1 6 , 6 5 3 1 6 , 7 3 6 1 6 , 8 2 0 1 6 , 9 0 4 1 6 , 9 8 8 1 7 , 0 7 3 1 7 , 1 5 8 1 7 , 2 4 5 1 7 , 3 3 1 1 7 , 4 1 8 8 4 8 Ho u s e h o l d s Em p l o y e e s p e r H o u s e h o l d 1 . 6 1 . 6 1 . 6 1 . 6 1 . 6 1 . 6 1 . 6 1 . 6 1 . 6 1 . 6 1 . 6 To t a l E m p l o y e e H o u s e h o l d s 1 0 , 3 5 6 1 0 , 4 0 8 1 0 , 4 6 0 1 0 , 5 1 3 1 0 , 5 6 5 1 0 , 6 1 8 1 0 , 6 7 1 1 0 , 7 2 4 1 0 , 7 7 8 1 0 , 8 3 2 1 0 , 8 8 6 5 3 0 In c r e m e n t a l H o u s i n g D e m a n d 20 1 2 - 2 0 1 3 20 1 3 - 2 0 1 4 20 1 4 - 2 0 1 5 20 1 5 - 2 0 1 6 20 1 6 - 2 0 1 7 20 1 7 - 2 0 1 8 20 1 8 - 2 0 1 9 20 1 9 - 2 0 2 0 20 2 0 - 2 0 1 2 2021-2022 Ne w E m p l o y e e H o u s e h o l d s 5 2 5 2 5 3 5 2 5 3 5 3 5 3 5 4 5 4 5 4 5 3 0 Un i t s N e e d e d t o M a i n t a i n C o m m u t i n g P a t t e r n s Pc t . H o u s e d L o c a l l y [ 1 ] 4 6 . 9 % 4 6 . 9 % 4 6 . 9 % 4 6 . 9 % 4 6 . 9 % 4 6 . 9 % 4 6 . 9 % 4 6 . 9 % 4 6 . 9 % 4 6 . 9 % Un i t s N e e d e d 2 4 2 4 2 5 2 4 2 5 2 5 2 5 2 5 2 5 2 5 2 4 7 [1 ] S e e T a b l e 2 . So u r c e : E c o n o m i c & P l a n n i n g S y s t e m s H: \ 2 1 9 0 0 - A s p e n S t r a t e g i c H o u s i n g P l a n U p d a t e \ M o d e l s \ [ 2 1 9 0 0 - E m p l H o u s i n g M o d e l 0 8 - 0 6 - 2 0 1 2 . x l s x ] 4 - E m p l _ H H _ F c s t P197I. Ta b l e 5 Ho u s i n g U n i t a n d E m p l o y e e A l l o c a t i o n s As p e n A f f o r d a b l e H o u s i n g S t r a t e g y U p d a t e De s c r i p t i o n 2 0 1 2 P e r c e n t Oc c u p i e d H o u s i n g U n i t s Ci t y o f A s p e n 3 , 5 1 8 To w n o f S n o w m a s s V i l l a g e 1 , 3 2 7 Ba s a l t , P i t k i n C o u n t y P o r t i o n 3 9 2 Un i n c . P i t k i n C o u n t y 2 , 9 2 1 To t a l 8 , 1 5 8 Re s i d e n t E m p l o y e e H o u s e h o l d s [ 1 ] A 4, 8 5 4 De e d R e s t r i c t e d H o u s i n g AP C H A R e n t a l 1 , 3 1 4 AP C H A O w n e r s h i p 1 , 5 0 1 Sn o w m a s s V i l l a g e 7 5 7 To t a l 3 , 5 7 2 Le s s R e t i r e e H o u s e h o l d s i n D . R . O w n e r s h i p U n i t s [ 2 ] - 1 9 2 12 . 8 % o f o w n e r s h i p u n i t s Le s s R e t i r e e H o u s e h o l d s i n D . R . R e n t a l U n i t s [ 3 ] - 5 6 4. 2 % o f r e n t a l u n i t s Em p l o y e e H o u s e h o l d s i n D . R . U n i t s B 3, 3 2 4 93 . 1 % o f t o t a l u n i t s Em p l o y e e H o u s e h o l d s I n O t h e r Ma r k e t R a t e U n i t s = A - B 1, 5 3 0 [1 ] S e e T a b l e 2 . [2 ] A g e c o h o r t p r o j e c t i o n b y C i t y o f A s p e n s t a f f f i r s t c o m p l e t e d i n 2 0 0 7 a n d u p d a t e d b y E P S i n 2 0 1 2 ; 1 2 . 8 % o f o w n s h i p u n i t s . [3 ] A s s u m e d t o b e t h e 1 / 3 t h e p e r c e n t a g e o f o w n e r s h i p u n i t s . So u r c e : C i t y o f A s p e n ; E c o n o m i c & P l a n n i n g S y s t e m s H: \ 2 1 9 0 0 - A s p e n S t r a t e g i c H o u s i n g P l a n U p d a t e \ M o d e l s \ [ 2 1 9 0 0 - E m p l H o u s i n g M o d e l 0 8 - 0 6 - 2 0 1 2 . x l s x ] 5 - H o u s i n g S t o c k P198I. Ta b l e 6 Lo s s o f H o u s i n g I n v e n t o r y A v a i l a b l e t o E m p l o y e e s f r o m R e t i r e m e n t a n d G e n t r i f i c a t i o n As p e n A f f o r d a b l e H o u s i n g S t r a t e g y U p d a t e De s c r i p t i o n Fa c t o r s 20 1 2 2 0 1 3 2 0 1 4 2 0 1 5 2 0 1 6 2 0 1 7 2 0 1 8 2 0 1 9 2 0 2 0 2 0 2 1 2 0 2 2 C h a n g e Ex i s t i n g D e e d R e s t r i c t e d U n i t s 3, 5 7 2 Re t i r e e U n i t s - O w n e r s [ 1 ] 9. 5 % / y r g r o w t h 19 2 2 1 0 2 3 0 2 5 2 2 7 6 3 0 2 3 3 1 3 6 2 3 9 6 4 3 4 4 7 7 2 8 4 Re t i r e e U n i t s - R e n t e r s [ 1 ] 9. 5 % / y r g r o w t h 56 61 67 73 80 88 96 10 5 11 5 12613882 To t a l 24 8 2 7 1 2 9 7 3 2 5 3 5 6 3 9 0 4 2 7 4 6 7 5 1 1 5 6 0 6 1 4 3 6 7 Ne t D . R . U n i t s w i t h L o c a l l y E m p l o y e d P e r s o n s ( L E P ) 3 , 3 2 4 3 , 3 0 1 3 , 2 7 5 3 , 2 4 7 3 , 2 1 6 3 , 1 8 2 3 , 1 4 5 3 , 1 0 5 3 , 0 6 1 3 , 0 1 2 2 , 9 5 8 - 3 6 7 Lo s s o f I n v e n t o r y b y Y e a r 0 - 2 3 - 2 6 - 2 8 - 3 1 - 3 4 - 3 7 - 4 0 - 4 4 - 4 9 - 5 4 - 3 6 7 Em p l y e e H o u s e h o l d s i n O t h e r M k t . R a t e U n i t s 1, 5 3 0 Lo s t t o R e d e v e l o p m e n t / G e n t r i f i c a t i o n [ 2 ] 16 / y r 0 - 1 6 - 1 6 - 1 6 - 1 6 - 1 6 - 1 6 - 1 6 - 1 6 - 1 6 - 1 6 - 1 6 0 Ne t D . R . U n i t s w i t h L o c a l l y E m p l o y e d P e r s o n s ( L E P ) 1 , 5 3 0 1 , 5 1 4 1 , 4 9 8 1 , 4 8 2 1 , 4 6 6 1 , 4 5 0 1 , 4 3 4 1 , 4 1 8 1 , 4 0 2 1 , 3 8 6 1 , 3 7 0 - 1 6 0 To t a l E m p l o y e e H o u s i n g L o s t 0 3 9 4 2 4 4 4 7 5 0 5 3 5 6 6 0 6 5 7 0 5 2 7 Lo c a l E m p l o y e e H o u s e h o l d s i n E x i s t i n g H o u s i n g S t o c k 4 , 8 5 4 4 , 8 1 5 4 , 7 7 3 4 , 7 2 9 4 , 6 8 2 4 , 6 3 2 4 , 5 7 9 4 , 5 2 3 4 , 4 6 3 4 , 3 9 8 4 , 3 2 7 - 5 2 7 To t a l D e e d R e s t r i c t e d C o n s t r u c t i o n N e e d e d 20 1 2 - 2 0 1 3 20 1 3 - 2 0 1 4 20 1 4 - 2 0 1 5 20 1 5 - 2 0 1 6 20 1 6 - 2 0 1 7 20 1 7 - 2 0 1 8 20 1 8 - 2 0 1 9 20 1 9 - 2 0 2 0 2020-20212021-2022 Em p l o y m e n t G r o w t h @ 5 3 % C o m m u t i n g 2 4 2 4 2 5 2 4 2 5 2 5 2 5 2 5 2 5 2 5 2 4 7 In v e n t o r y C h a n g e s 3 9 42 44 47 50 53 56 606570527 To t a l 63 6 6 6 9 7 1 7 5 7 8 8 1 8 5 9 0 9 5 7 7 4 [1 ] D e e d r e s t r i c t e d h o u s i n g o w n e r a g e c o h o r t p r o j e c t i o n b y C i t y o f A s p e n s t a f f f i r s t c o m p l e t e d i n 2 0 0 7 a n d u p d a t e d b y E P S i n 2 0 12 . R e t i r e e s i n r e n t a l u n i t s a s s u m e d t o b e t h e 1 / 3 p e r c e n t a g e o f o w n e r s h i p h o u s i n g . [2 ] E s t i m a t e d a t 5 0 % o f t h e 3 2 d e m o l i t i o n s p e r y e a r ( a v e r a g e ) f r o m 2 0 0 5 t h r o u g h 2 0 0 8 . D a t a f o r a d d i t i o n a l y e a r s w a s n o t r e a d i l y a v a i l a b l e . So u r c e : E c o n o m i c & P l a n n i n g S y s t e m s H: \ 2 1 9 0 0 - A s p e n S t r a t e g i c H o u s i n g P l a n U p d a t e \ M o d e l s \ [ 2 1 9 0 0 - E m p l H o u s i n g M o d e l 0 8 - 0 6 - 2 0 1 2 . x l s x ] 6 - I n v e n t o r y L o s s P199I. Ta b l e 7 Em p l o y e e H o u s i n g I n v e n t o r y F o r e c a s t - w i t h R e t i r e m e n t a n d G e n t r i f i c a t i o n a n d C o n s t r u c t i o n As p e n A f f o r d a b l e H o u s i n g S t r a t e g y U p d a t e De s c r i p t i o n Fa c t o r s 20 1 2 2 0 1 3 2 0 1 4 2 0 1 5 2 0 1 6 2 0 1 7 2 0 1 8 2 0 1 9 2 0 2 0 2 0 2 1 2 0 2 2 Change or Total Em p l o y e e H o u s e h o l d s i n R e g i o n A 10 , 3 5 6 1 0 , 4 0 8 1 0 , 4 6 0 1 0 , 5 1 3 1 0 , 5 6 5 1 0 , 6 1 8 1 0 , 6 7 1 1 0 , 7 2 4 1 0 , 7 7 8 1 0 , 8 3 2 1 0 , 8 8 6 5 3 0 St a t u s Q u o S c e n a r i o - N o D . R . C o n s t r u c t i o n Em p l o y e e H o u s e h o l d s De e d R e s t r i c t e d H o u s i n g ( R e t . ) 3 , 3 2 4 3 , 3 0 1 3 , 2 7 5 3 , 2 4 7 3 , 2 1 6 3 , 1 8 2 3 , 1 4 5 3 , 1 0 5 3 , 0 6 1 3 , 0 1 2 2 , 9 5 8 - 3 6 7 Ma r k e t R a t e E m p l o y e e H o u s i n g ( G e n t . ) 1 , 5 3 0 1, 5 1 4 1, 4 9 8 1, 4 8 2 1, 4 6 6 1, 4 5 0 1, 4 3 4 1, 4 1 8 1, 4 0 2 1,3861,370-160 To t a l H o u s e d L o c a l l y B 4, 8 5 4 4 , 8 1 5 4 , 7 7 3 4 , 7 2 9 4 , 6 8 2 4 , 6 3 2 4 , 5 7 9 4 , 5 2 3 4 , 4 6 3 4 , 3 9 8 4 , 3 2 7 - 5 2 7 Co m m u t e r s = A - B 5, 5 0 2 5 , 5 9 3 5 , 6 8 7 5 , 7 8 4 5 , 8 8 3 5 , 9 8 6 6 , 0 9 2 6 , 2 0 1 6 , 3 1 5 6 , 4 3 4 6 , 5 5 9 1 , 0 5 7 Ho u s e d L o c a l l y 4 7 % 4 6 % 4 6 % 4 5 % 4 4 % 4 4 % 4 3 % 4 2 % 4 1 % 4 1 % 4 0 % Co m m u t e r s 5 3 % 5 4 % 5 4 % 5 5 % 5 6 % 5 6 % 5 7 % 5 8 % 5 9 % 5 9 % 6 0 % Co n s t r u c t i o n S c e n a r i o Em p l o y e e H o u s i n g C o n s t r u c t i o n 20 1 2 - 2 0 1 3 20 1 3 - 2 0 1 4 20 1 4 - 2 0 1 5 20 1 5 - 2 0 1 6 20 1 6 - 2 0 1 7 20 1 7 - 2 0 1 8 20 1 8 - 2 0 1 9 20 1 9 - 2 0 2 0 2020-20212021-2022 Em p l o y m e n t G r o w t h Ca l c ' d N e e d 24 2 4 2 5 2 4 2 5 2 5 2 5 2 5 2 5 2 5 2 4 7 Re t i r e m e n t a n d G e n t r i f i c a t i o n Ca l c ' d N e e d 39 42 44 47 50 53 56 60 6570527 To t a l C o n s t r u c t i o n 6 3 6 6 6 9 7 1 7 5 7 8 8 1 8 5 9 0 9 5 7 7 4 Cu m u l a t i v e C 63 1 2 9 1 9 8 2 6 9 3 4 4 4 2 2 5 0 3 5 8 8 6 7 8 7 7 4 Em p l o y e e H o u s e h o l d s Ho u s e d L o c a l l y D = B + C 4, 8 5 4 4 , 8 7 8 4 , 9 0 2 4 , 9 2 7 4 , 9 5 1 4 , 9 7 6 5 , 0 0 1 5 , 0 2 6 5 , 0 5 1 5 , 0 7 6 5 , 1 0 1 2 4 7 Co m m u t e r s = A - D 5, 5 0 2 5, 5 3 0 5, 5 5 8 5, 5 8 6 5, 6 1 4 5, 6 4 2 5, 6 7 0 5, 6 9 8 5, 7 2 7 5,7565,785283 To t a l 1 0 , 3 5 6 1 0 , 4 0 8 1 0 , 4 6 0 1 0 , 5 1 3 1 0 , 5 6 5 1 0 , 6 1 8 1 0 , 6 7 1 1 0 , 7 2 4 1 0 , 7 7 8 1 0 , 8 3 2 1 0 , 8 8 6 5 3 0 Ho u s e d L o c a l l y 4 7 % 4 7 % 4 7 % 4 7 % 4 7 % 4 7 % 4 7 % 4 7 % 4 7 % 4 7 % 4 7 % Co m m u t e r s 5 3 % 5 3 % 5 3 % 5 3 % 5 3 % 5 3 % 5 3 % 5 3 % 5 3 % 5 3 % 5 3 % So u r c e : E c o n o m i c & P l a n n i n g S y s t e m s H: \ 2 1 9 0 0 - A s p e n S t r a t e g i c H o u s i n g P l a n U p d a t e \ M o d e l s \ [ 2 1 9 0 0 - E m p l H o u s i n g M o d e l 0 8 - 0 6 - 2 0 1 2 . x l s x ] 7 - R e t _ G e n t _ F c s t P200I. Ap p e n d i x 1 Su p p o r t i n g D a t a P201I. Ap p e n d i x T a b l e 1 Pl a c e o f R e s i d e n c e f o r A s p e n A r e a E m p l o y e e s As p e n A f f o r d a b l e H o u s i n g S t r a t e g y U p d a t e 20 0 2 2 0 0 3 2 0 0 4 2 0 0 5 2 0 0 6 2 0 0 7 2 0 0 8 2 0 0 9 2 0 1 0 Em p l o y e d i n C i t y o f A s p e n Li v e i n A s p e n 4 , 3 7 2 3 , 8 2 1 4 , 5 3 7 4 , 4 9 0 4 , 6 9 1 4 , 7 3 4 4 , 8 5 1 4 , 8 8 8 4 , 6 7 4 Co m m u t e r s 4 , 5 7 7 4, 1 7 6 5, 1 3 8 5, 3 7 1 5, 4 0 6 6, 1 5 3 5, 8 0 8 4, 8 0 5 4,506 To t a l 8 , 9 4 9 7 , 9 9 7 9 , 6 7 5 9 , 8 6 1 1 0 , 0 9 7 1 0 , 8 8 7 1 0 , 6 5 9 9 , 6 9 3 9 , 1 8 0 Li v e i n A s p e n 4 8 . 9 % 4 7 . 8 % 4 6 . 9 % 4 5 . 5 % 4 6 . 5 % 4 3 . 5 % 4 5 . 5 % 5 0 . 4 % 5 0 . 9 % Co m m u t e r s 5 1 . 1 % 52 . 2 % 53 . 1 % 54 . 5 % 53 . 5 % 56 . 5 % 54 . 5 % 49 . 6 % 49.1% To t a l 1 0 0 . 0 % 1 0 0 . 0 % 1 0 0 . 0 % 1 0 0 . 0 % 1 0 0 . 0 % 1 0 0 . 0 % 1 0 0 . 0 % 1 0 0 . 0 % 1 0 0 . 0 % No t e : 2 0 0 8 R R C A s s o c i a t e s s u r v e y e s t i m a t e d c o m m u t i n g a t 5 5 p e r c e n t o r h i g h e r . So u r c e : U S C e n s u s L o n g i t u d i n a l E m p l o y e r H o u s e h o l d D y n a m i c s ( L E H D ) ; E c o n o m i c & P l a n n i n g S y s t e m s H: \ 2 1 9 0 0 - A s p e n S t r a t e g i c H o u s i n g P l a n U p d a t e \ M o d e l s \ [ 2 1 9 0 0 - E m p l H o u s i n g M o d e l 0 8 - 0 6 - 2 0 1 2 . x l s x ] A 1 - L E H D C o m m u t i n g P202I. Ap p e n d i x T a b l e 2 Wa g e a n d S a l a r y E m p l o y m e n t T r e n d s f o r M a j o r Z i p C o d e s , 2 0 0 1 - 2 Q 2 0 1 1 As p e n A f f o r d a b l e H o u s i n g S t r a t e g y U p d a t e 2011.5 Zi p C o d e P l a c e N a m e 2 0 0 1 2 0 0 2 2 0 0 3 2 0 0 4 2 0 0 5 2 0 0 6 2 0 0 7 2 0 0 8 2 0 0 9 2 0 1 0 Q 2 2 0 1 1 T o t a l Ann. % Pi t k i n C o u n t y 81 6 1 1 A s p e n 1 0 , 0 3 2 9 , 1 6 3 1 0 , 4 2 1 1 0 , 7 8 9 1 1 , 3 8 1 1 1 , 7 2 2 1 2 , 0 3 7 1 2 , 4 6 9 1 1 , 1 2 8 1 0 , 8 3 6 1 0 , 8 9 3 8 6 2 0 . 8 % 81 6 1 5 S n o w m a s s V i l l a g e 2 , 3 1 8 2 , 2 3 3 2 , 2 8 9 2 , 3 5 9 2 , 3 7 1 2 , 4 5 6 2 , 4 5 7 2 , 4 3 4 2 , 3 1 6 2 , 3 9 2 2 , 8 2 6 5 0 8 1 . 9 % 81 6 2 1 B a s a l t 2 , 5 0 7 2 , 3 2 2 2 , 2 8 1 2 , 3 9 4 2 , 5 6 8 2 , 8 5 8 3 , 2 7 7 3 , 3 8 6 2 , 9 1 4 2 , 5 1 8 2 , 2 8 4 - 2 2 3 - 0 . 9 % 81 6 2 3 C a r b o n d a l e 3 , 9 4 9 3, 5 9 5 3, 8 5 5 3, 7 7 4 4, 0 4 1 4, 4 2 3 4, 6 2 9 4, 8 2 6 4, 2 1 5 3, 8 1 9 3,624-326-0.8% To t a l 1 8 , 8 0 5 1 7 , 3 1 3 1 8 , 8 4 6 1 9 , 3 1 6 2 0 , 3 6 0 2 1 , 4 5 8 2 2 , 4 0 0 2 3 , 1 1 4 2 0 , 5 7 2 1 9 , 5 6 5 1 9 , 6 2 6 8 2 1 0 . 4 % Pc t . C h a n g e 81 6 1 1 A s p e n - 8 . 7 % 1 3 . 7 % 3 . 5 % 5 . 5 % 3 . 0 % 2 . 7 % 3 . 6 % - 1 0 . 8 % - 2 . 6 % 0 . 5 % 81 6 1 5 S n o w m a s s V i l l a g e - 3 . 6 % 2 . 5 % 3 . 1 % 0 . 5 % 3 . 6 % 0 . 1 % - 0 . 9 % - 4 . 8 % 3 . 3 % 1 8 . 1 % 81 6 2 1 B a s a l t - 7 . 4 % - 1 . 8 % 5 . 0 % 7 . 3 % 1 1 . 3 % 1 4 . 7 % 3 . 3 % - 1 3 . 9 % - 1 3 . 6 % - 9 . 3 % 81 6 2 3 C a r b o n d a l e - 9 . 0 % 7. 2 % -2 . 1 % 7. 1 % 9. 5 % 4. 7 % 4. 2 % -1 2 . 7 % -9 . 4 % -5.1% To t a l - 7 . 9 % 8 . 9 % 2 . 5 % 5 . 4 % 5 . 4 % 4 . 4 % 3 . 2 % - 1 1 . 0 % - 4 . 9 % 0 . 3 % Ga r f i e l d C o u n t y 81 6 0 1 G l e n w o o d S p r i n g s 9 , 9 6 7 9 , 2 9 8 1 0 , 0 2 4 1 0 , 0 3 1 1 0 , 4 3 0 1 0 , 9 3 6 1 1 , 3 2 9 1 1 , 3 6 3 1 0 , 5 1 3 9 , 9 4 5 9 , 9 0 5 - 6 3 - 0 . 1 % 81 6 2 3 C a r b o n d a l e 3 , 9 4 9 3 , 5 9 5 3 , 8 5 5 3 , 7 7 4 4 , 0 4 1 4 , 4 2 3 4 , 6 2 9 4 , 8 2 6 4 , 2 1 5 3 , 8 1 9 3 , 7 1 1 - 2 3 8 - 0 . 6 % 81 6 3 5 P a r a c h u t e 7 9 3 7 4 8 8 3 7 1 , 0 3 7 1 , 2 0 4 1 , 5 8 7 1 , 8 6 2 2 , 0 5 7 1 , 8 0 9 1 , 7 1 6 1 , 7 0 2 9 0 9 7 . 5 % 81 6 3 7 G y p s u m 1 , 5 3 6 1 , 3 6 6 1 , 4 0 6 1 , 3 5 6 1 , 6 4 7 1 , 8 9 1 2 , 1 0 9 2 , 1 2 6 1 , 7 5 2 1 , 5 2 2 1 , 5 0 2 - 3 4 - 0 . 2 % 81 6 4 7 N e w C a s t l e 8 2 1 7 3 5 7 6 0 7 2 8 8 1 7 8 5 5 9 5 6 1 , 0 9 1 9 6 0 7 8 7 7 7 1 - 5 0 - 0 . 6 % 81 6 5 0 R i f l e 2 , 8 5 7 3 , 0 0 7 3 , 3 4 5 3 , 8 0 1 4 , 7 2 1 5 , 6 6 3 6 , 5 0 2 7 , 4 0 7 6 , 0 9 1 5 , 3 3 2 5 , 3 8 5 2 , 5 2 8 6 . 2 % 81 6 5 2 S i l t 6 2 5 59 8 67 0 69 2 77 1 83 6 92 0 95 9 79 4 72 4 721961.4% To t a l 2 0 , 5 4 8 1 9 , 3 4 8 2 0 , 8 9 7 2 1 , 4 1 8 2 3 , 6 3 0 2 6 , 1 9 1 2 8 , 3 0 7 2 9 , 8 2 8 2 6 , 1 3 3 2 3 , 8 4 5 2 3 , 6 9 7 3 , 1 4 8 1 . 4 % Pc t . C h a n g e 81 6 0 1 G l e n w o o d S p r i n g s - 6 . 7 % 7 . 8 % 0 . 1 % 4 . 0 % 4 . 9 % 3 . 6 % 0 . 3 % - 7 . 5 % - 5 . 4 % - 0 . 4 % 81 6 2 3 C a r b o n d a l e - 9 . 0 % 7 . 2 % - 2 . 1 % 7 . 1 % 9 . 5 % 4 . 7 % 4 . 2 % - 1 2 . 7 % - 9 . 4 % - 2 . 8 % 81 6 3 5 P a r a c h u t e - 5 . 6 % 1 1 . 9 % 2 3 . 8 % 1 6 . 1 % 3 1 . 8 % 1 7 . 4 % 1 0 . 5 % - 1 2 . 1 % - 5 . 1 % - 0 . 8 % 81 6 3 7 G y p s u m - 1 1 . 1 % 2 . 9 % - 3 . 6 % 2 1 . 5 % 1 4 . 8 % 1 1 . 6 % 0 . 8 % - 1 7 . 6 % - 1 3 . 1 % - 1 . 3 % 81 6 4 7 N e w C a s t l e - 1 0 . 5 % 3 . 4 % - 4 . 1 % 1 2 . 2 % 4 . 7 % 1 1 . 8 % 1 4 . 1 % - 1 2 . 0 % - 1 8 . 0 % - 2 . 1 % 81 6 5 0 R i f l e 5 . 3 % 1 1 . 2 % 1 3 . 6 % 2 4 . 2 % 2 0 . 0 % 1 4 . 8 % 1 3 . 9 % - 1 7 . 8 % - 1 2 . 5 % 1 . 0 % 81 6 5 2 S i l t - 4 . 2 % 11 . 9 % 3. 3 % 11 . 5 % 8. 4 % 10 . 0 % 4. 2 % -1 7 . 2 % -8 . 7 % -0.5% To t a l - 5 . 8 % 8 . 0 % 2 . 5 % 1 0 . 3 % 1 0 . 8 % 8 . 1 % 5 . 4 % - 1 2 . 4 % - 8 . 8 % - 0 . 6 % So u r c e : C O D e p t . o f L a b o r Q C E W M i c r o d a t a ; E c o n o m i c & P l a n n i n g S y s t e m s H: \ 2 1 9 0 0 - A s p e n S t r a t e g i c H o u s i n g P l a n U p d a t e \ M o d e l s \ [ 2 1 9 0 0 - E m p l H o u s i n g M o d e l 0 8 - 0 6 - 2 0 1 2 . x l s x ] A 2 - Z i p C o d e s E m p l 2001 - Q2 2011 P203I. Ap p e n d i x T a b l e 3 Cu r r e n t W a g e a n d S a l a r y E m p l o y m e n t S t a t i s t i c s , 2 0 0 2 - 2 0 1 1 As p e n A f f o r d a b l e H o u s i n g S t r a t e g y U p d a t e Ye a r J o b s Gr o w t h Ra t e Jo b s Gr o w t h Ra t e 20 0 2 2 , 1 8 4 , 2 0 0 - - - 5 2 , 5 0 0 - - - 20 0 3 2 , 1 5 2 , 8 0 0 - 1 . 4 % 5 3 , 3 0 0 1 . 5 % 20 0 4 2 , 1 7 9 , 6 0 0 1 . 2 % 5 4 , 8 0 0 2 . 8 % 20 0 5 2 , 2 2 6 , 0 0 0 2 . 1 % 5 6 , 4 0 0 2 . 9 % 20 0 6 2 , 2 7 9 , 1 0 0 2 . 4 % 5 9 , 3 0 0 5 . 1 % 20 0 7 2 , 3 3 1 , 3 0 0 2 . 3 % 6 2 , 9 0 0 6 . 1 % 20 0 8 2 , 3 5 0 , 3 0 0 0 . 8 % 6 5 , 9 0 0 4 . 8 % 20 0 9 2 , 2 4 5 , 6 0 0 - 4 . 5 % 6 1 , 6 0 0 - 6 . 5 % 20 1 0 2 , 2 2 2 , 3 0 0 - 1 . 0 % 5 8 , 8 0 0 - 4 . 5 % 20 1 1 2 , 2 5 5 , 3 0 0 1 . 5 % 5 9 , 5 0 0 1 . 2 % 20 1 2 J a n 2 , 2 4 9 , 7 0 0 - 0 . 2 % 5 9 , 8 0 0 0 . 5 % 20 1 2 F e b 2 , 2 6 1 , 6 0 0 0 . 5 % 5 9 , 7 0 0 - 0 . 2 % So u r c e : U S B u r e a u o f L a b o r S t a t i s t i c s ; E c o n o m i c & P l a n n i n g S y s t e m s H: \ 2 1 9 0 0 - A s p e n S t r a t e g i c H o u s i n g P l a n U p d a t e \ M o d e l s \ [ 2 1 9 0 0 - E m p l H o u s i n g M o d e l 0 8 - 0 6 - 2 0 1 2 . x l s x ] A 3 - B L S _ C E S Co l o r a d o G r a n d J u n c t i o n M S A P204I. Ap p e n d i x T a b l e 4 Ho u s i n g U n i t T r e n d s , P i t k i n C o u n t y , 2 0 0 0 - 2 0 1 0 As p e n A f f o r d a b l e H o u s i n g S t r a t e g y U p d a t e Ar e a 20 0 0 2 0 1 0 C h a n g e Oc c u p i e d U n i t s As p e n 3 , 0 3 7 3 , 5 1 8 4 8 1 Ba s a l t , P i t k i n C n t y . P o r t i o n 3 0 4 3 9 2 8 8 Sn o w m a s s V i l l a g e 1 , 2 1 1 1 , 3 2 7 1 1 6 Un i n c o r p o r a t e d A r e a 2 , 6 9 6 2, 9 2 1 22 5 To t a l P i t k i n C o u n t y 7 , 2 4 8 8 , 1 5 8 9 1 0 Vac a n t U n i t s [ 1 ] As p e n 1 , 9 9 6 2 , 4 1 3 4 1 7 Ba s a l t , P i t k i n C n t y . P o r t i o n 6 8 1 2 2 5 4 Sn o w m a s s V i l l a g e 1 , 4 8 9 1 , 0 2 8 - 4 6 1 Un i n c o r p o r a t e d A r e a 1 , 1 0 0 1, 2 3 9 13 9 To t a l P i t k i n C o u n t y 4 , 6 5 3 4 , 8 0 2 1 4 9 To t a l U n i t s As p e n 5 , 0 3 3 5 , 9 3 1 8 9 8 Ba s a l t , P i t k i n C n t y . P o r t i o n 3 7 2 5 1 4 1 4 2 Sn o w m a s s V i l l a g e 2 , 7 0 0 2 , 3 5 5 - 3 4 5 Un i n c o r p o r a t e d A r e a 3 , 7 9 6 4, 1 6 0 36 4 To t a l P i t k i n C o u n t y 1 1 , 9 0 1 1 2 , 9 6 0 1 , 0 5 9 So u r c e : C O D e p t . o f L o c a l A f f a i r s ; E c o n o m i c & P l a n n i n g S y s t e m s H: \ 2 1 9 0 0 - A s p e n S t r a t e g i c H o u s i n g P l a n U p d a t e \ M o d e l s \ [ 2 1 9 0 0 - E m p l H o u s i n g M o d e l 0 8 - 0 6 - 2 0 1 2 . x l s x ] A 4 - H o u s i n g U n i t s Ho u s i n g U n i t s [1 ] I n c l u d e s " v a c a n t f o r s e a s o n a l u s e " w h i c h c o r r e s p o n d s c l o s e l y w i t h s e c o n d h o m e s an d s h o r t t e r m r e n t a l p r o p e r t i e s . P205I. Ap p e n d i x 2 Re t i r e m e n t a n d A g i n g M o d e l P206I. Ta b l e A 2 - 1 De e d R e s t r i c t e d H o u s i n g O w n e r A g e D i s t r i b u t i o n As p e n A f f o r d a b l e H o u s i n g S t r a t e g y U p d a t e Ag e R a n g e #% # % # % < 2 4 1 0 . 1 % 1 0 . 1 % 1 0 . 1 % 25 - 2 9 7 0 . 5 % 1 7 1 . 2 % 18 1 . 2 % 30 - 3 4 7 4 5 . 0 % 7 1 4 . 9 % 74 4 . 9 % 35 - 3 9 2 2 5 1 5 . 3 % 1 1 6 8 . 1 % 12 1 8 . 1 % 40 - 4 4 2 2 3 1 5 . 2 % 2 2 2 1 5 . 5 % 23 2 1 5 . 5 % 45 - 4 9 2 3 0 1 5 . 6 % 2 1 8 1 5 . 2 % 22 8 1 5 . 2 % 50 - 5 4 2 3 0 1 5 . 6 % 2 0 2 1 4 . 1 % 21 1 1 4 . 1 % 55 - 5 9 2 1 6 1 4 . 7 % 2 0 5 1 4 . 3 % 21 4 1 4 . 3 % 60 - 6 4 1 6 4 1 1 . 2 % 1 8 7 1 3 . 0 % 19 5 1 3 . 0 % 65 - 6 9 5 5 3 . 7 % 1 3 0 9 . 1 % 13 6 9 . 1 % 70 - 7 4 2 7 1 . 9 % 4 4 3 . 1 % 46 3 . 1 % 75 - 7 9 7 0 . 5 % 1 7 1 . 2 % 18 1 . 2 % 80 - 8 4 8 0 . 6 % 5 0 . 3 % 5 0 . 3 % 85 - 8 9 3 0 . 2 % 1 0 . 1 % 1 0 . 1 % 90 - 9 4 1 0. 1 % 0 0. 0 % 0 0. 0 % To t a l 1 , 4 7 3 1 0 0 . 0 % 1 , 4 3 6 1 0 0 . 0 % 1 , 5 0 1 1 0 0 . 0 % So u r c e : C i t y o f A s p e n ; E c o n o m i c & P l a n n i n g S y s t e m s H: \ 2 1 9 0 0 - A s p e n S t r a t e g i c H o u s i n g P l a n U p d a t e \ M o d e l s \ [ 2 1 9 0 0 - E m p l H o u s i n g M o d e l 0 8 - 0 6 - 2 0 1 2 . x l s x ] A g e D i s t n C o m p a r e 20 0 7 S a m p l e 2 0 1 2 S a m p l e 2 0 1 2 O w n e r s 0. 0 % 2. 0 % 4. 0 % 6. 0 % 8. 0 % 10 . 0 % 12 . 0 % 14 . 0 % 16 . 0 % 18 . 0 % < 24 2 5  ‐   29 3 0  ‐   34 3 5  ‐   39 4 0  ‐   44 4 5  ‐   49 5 0  ‐   54 5 5  ‐   59 6 0  ‐   64 6 5  ‐   69 7 0  ‐   74 7 5  ‐   79 8 0  ‐   84 8 5  ‐   89 9 0  ‐   94 20 0 7  Sa m p l e 20 1 2  Sa m p l e P207I. Ta b l e A 2 - 2 Ho u s i n g O c c u p a n c y b y R e t i r e m e n t S t a t u s , 2 0 0 7 - 2 0 3 2 As p e n A f f o r d a b l e H o u s i n g S t r a t e g y U p d a t e No t e : A l l c a l c u l a t i o n s a r e r o u n d e d t o t h e n e a r e s t w h o l e n u m b e r . 20 1 2 # o f H o u s e h o l d # o f % o f E m p l o y e e s N e t R e t i r e e s M o r t a l i t y D e a t h s A s s i s t e d A s s i s t e d N u r s . L e a v i n g f o r Ag e O w n e r s S i z e R e s i d e n t s R e s i d e n t s % # i n A . H . % # i n A . H . F a c t o r ( r o u n d e d ) L i v i n g % L i v i n g H o m e % N u r s . H o m e T o t a l 20 - 2 4 1 1 . 8 2 0 . 1 % 0 % 0 2 25 - 2 9 1 8 1 . 8 3 2 1 . 2 % 0 % 0 3 2 30 - 3 4 7 4 1 . 8 1 3 4 5 . 0 % 0 % 0 1 3 4 35 - 3 9 1 2 1 1 . 8 2 1 8 8 . 1 % 0 % 0 2 1 8 40 - 4 4 2 3 2 1 . 8 4 1 8 1 5 . 5 % 0 % 0 4 1 8 45 - 4 9 2 2 8 1 . 8 4 1 0 1 5 . 2 % 0 % 0 4 1 0 50 - 5 4 2 1 1 1 . 8 3 8 0 1 4 . 1 % 0 % 0 3 8 0 55 - 5 9 2 1 4 1 . 8 3 8 6 1 4 . 3 % 0 % 0 3 8 6 60 - 6 4 1 9 5 1 . 8 3 5 2 1 3 . 0 % 2 8 % 9 9 2 5 3 1 0 . 0 % 1 0 8 9 0 . 0 6 0 0 7 6 5 . 0 5 65 - 6 9 1 3 6 1 . 8 2 4 5 9 . 1 % 6 5 % 1 5 9 8 6 3 . 7 % 6 1 5 3 0 . 0 9 2 3 0 1 1 4 . 0 1 . 1 % 2 1 6 70 - 7 4 4 6 1 . 8 8 3 3 . 1 % 7 5 % 6 2 2 1 1 . 0 % 1 6 1 0 . 1 4 4 8 5 2 9 . 0 3 . 0 % 2 1 . 1 % 1 1 2 75 - 7 9 1 8 1 . 8 3 2 1 . 2 % 1 0 0 % 3 2 0 0 . 0 % 0 3 2 0 . 2 3 0 6 5 6 7 . 0 3 . 0 % 1 1 . 1 % 0 8 80 - 8 4 5 1 . 8 9 0 . 3 % 1 0 0 % 9 0 0 . 0 % 0 9 0 . 3 7 4 9 8 3 3 . 0 3 . 0 % 0 1 . 1 % 0 3 85 - 8 9 1 1 . 8 2 0 . 1 % 1 0 0 % 2 0 0 . 0 % 0 2 0 . 6 2 7 7 7 1 1 . 0 3 . 0 % 0 1 . 1 % 0 1 90 - 9 4 0 1. 8 0 0. 0 % 10 0 % 0 0 0. 0 % 0 0 1. 0 0 0 0 0 0 0 . 0 3. 0 % 0 1.1%00 To t a l 1 , 5 0 1 2 , 7 0 3 1 0 0 . 0 % 3 6 3 2 , 3 4 0 1 7 3 4 6 3 9 3 3 4 5 19 2 U n i t s 13 % o f u n i t s So u r c e : C i t y o f A s p e n a n a l y s i s u s i n g C e n s u s a n d a c t u a r i a l d a t a . 20 1 7 # o f H o u s e h o l d # o f % o f E m p l o y e e s N e t R e t i r e e s M o r t a l i t y D e a t h s A s s i s t e d A s s i s t e d N u r s . L e a v i n g f o r Ag e O w n e r s S i z e R e s i d e n t s R e s i d e n t s % # i n A . H . % # i n A . H . F a c t o r ( r o u n d e d ) L i v i n g % L i v i n g H o m e % N u r s . H o m e T o t a l 20 - 2 4 - - - - - - 0 0 . 0 % 0 % 0 0 25 - 2 9 - - - - - - 3 0 . 1 % 0 % 0 3 30 - 3 4 - - - - - - 3 5 1 . 3 % 0 % 0 3 5 35 - 3 9 - - - - - - 1 3 8 5 . 1 % 0 % 0 1 3 8 40 - 4 4 - - - - - - 2 2 6 8 . 4 % 0 % 0 2 2 6 45 - 4 9 - - - - - - 4 2 5 1 5 . 7 % 0 % 0 4 2 5 50 - 5 4 - - - - - - 4 1 7 1 5 . 4 % 0 % 0 4 1 7 55 - 5 9 - - - - - - 3 8 5 1 4 . 2 % 0 % 0 3 8 5 60 - 6 4 - - - - - - 3 9 0 1 4 . 4 % 2 8 % 1 0 9 2 8 1 1 0 . 0 % 1 1 9 8 0 . 0 6 0 0 7 6 6 . 0 6 65 - 6 9 - - - - - - 3 5 1 1 3 . 0 % 6 5 % 2 2 8 1 2 3 3 . 7 % 8 2 2 0 0 . 0 9 2 3 0 1 2 0 . 0 1 . 1 % 2 2 2 70 - 7 4 - - - - - - 2 3 0 8 . 5 % 7 5 % 1 7 3 5 7 1 . 0 % 2 1 7 1 0 . 1 4 4 8 5 2 2 5 . 0 3 . 0 % 5 1 . 1 % 2 3 2 75 - 7 9 - - - - - - 7 1 2 . 6 % 1 0 0 % 7 1 0 0 . 0 % 0 7 1 0 . 2 3 0 6 5 6 1 6 . 0 3 . 0 % 2 1 . 1 % 1 1 9 80 - 8 4 - - - - - - 2 4 0 . 9 % 1 0 0 % 2 4 0 0 . 0 % 0 2 4 0 . 3 7 4 9 8 3 9 . 0 3 . 0 % 1 1 . 1 % 0 1 0 85 - 8 9 - - - - - - 6 0 . 2 % 1 0 0 % 6 0 0 . 0 % 0 6 0 . 6 2 7 7 7 1 4 . 0 3 . 0 % 0 1 . 1 % 0 4 90 - 9 4 - - - - - - 1 0. 0 % 10 0 % 1 0 0. 0 % 0 1 1. 0 0 0 0 0 0 1 . 0 3. 0 % 0 1.1%01 To t a l 1 , 5 0 1 1 . 8 2 , 7 0 2 1 0 0 . 0 % 6 1 2 2 , 0 9 0 2 1 5 9 1 8 1 8 5 9 4 32 8 U n i t s 22 % o f u n i t s So u r c e : C i t y o f A s p e n a n a l y s i s u s i n g C e n s u s a n d a c t u a r i a l d a t a . Re d u c t i o n t o N e x t 5 Y r . C o h o r t Re t i r e e s N e w R e t i r e e s , M o v e O u t Re d u c t i o n t o N e x t 5 Y r . C o h o r t Re t i r e e s N e w R e t i r e e s , M o v e O u t P208I. 20 2 2 # o f H o u s e h o l d # o f % o f E m p l o y e e s N e t R e t i r e e s M o r t a l i t y D e a t h s A s s i s t e d A s s i s t e d N u r s . L e a v i n g f o r Ag e O w n e r s S i z e R e s i d e n t s R e s i d e n t s % # i n A . H . % # i n A . H . F a c t o r ( r o u n d e d ) L i v i n g % L i v i n g H o m e % N u r s . H o m e T o t a l 20 - 2 4 - - - - - - 0 0 . 0 % 0 % 0 0 25 - 2 9 - - - - - - 2 0 . 1 % 0 % 0 2 30 - 3 4 - - - - - - 9 0 . 3 % 0 % 0 9 35 - 3 9 - - - - - - 4 4 1 . 6 % 0 % 0 4 4 40 - 4 4 - - - - - - 1 5 5 5 . 7 % 0 % 0 1 5 5 45 - 4 9 - - - - - - 2 4 0 8 . 9 % 0 % 0 2 4 0 50 - 5 4 - - - - - - 4 4 0 1 6 . 3 % 0 % 0 4 4 0 55 - 5 9 - - - - - - 4 2 8 1 5 . 8 % 0 % 0 4 2 8 60 - 6 4 - - - - - - 3 9 4 1 4 . 6 % 2 8 % 1 1 0 2 8 4 1 0 . 0 % 1 1 9 9 0 . 0 6 0 0 7 6 6 . 0 6 65 - 6 9 - - - - - - 3 9 2 1 4 . 5 % 6 5 % 2 5 5 1 3 7 3 . 7 % 9 2 4 6 0 . 0 9 2 3 0 1 2 3 . 0 1 . 1 % 3 2 6 70 - 7 4 - - - - - - 3 3 1 1 2 . 3 % 7 5 % 2 4 8 8 3 1 . 0 % 2 2 4 6 0 . 1 4 4 8 5 2 3 6 . 0 3 . 0 % 7 1 . 1 % 3 4 6 75 - 7 9 - - - - - - 1 9 9 7 . 4 % 1 0 0 % 1 9 9 0 0 . 0 % 0 1 9 9 0 . 2 3 0 6 5 6 4 6 . 0 3 . 0 % 6 1 . 1 % 2 5 4 80 - 8 4 - - - - - - 5 2 1 . 9 % 1 0 0 % 5 2 0 0 . 0 % 0 5 2 0 . 3 7 4 9 8 3 1 9 . 0 3 . 0 % 2 1 . 1 % 1 2 2 85 - 8 9 - - - - - - 1 4 0 . 5 % 1 0 0 % 1 4 0 0 . 0 % 0 1 4 0 . 6 2 7 7 7 1 9 . 0 3 . 0 % 0 1 . 1 % 0 9 90 - 9 4 - - - - - - 2 0. 1 % 10 0 % 2 0 0. 0 % 0 2 1. 0 0 0 0 0 0 2 . 0 3. 0 % 0 1.1%02 To t a l 1 , 5 0 1 1 . 8 2 , 7 0 2 1 0 0 . 0 % 8 8 0 1 , 8 2 2 2 2 8 5 8 1 4 1 1 5 9 1 6 5 47 7 U n i t s 32 % o f u n i t s So u r c e : C i t y o f A s p e n a n a l y s i s u s i n g C e n s u s a n d a c t u a r i a l d a t a . 20 2 7 # o f H o u s e h o l d # o f % o f E m p l o y e e s N e t R e t i r e e s M o r t a l i t y D e a t h s A s s i s t e d A s s i s t e d N u r s . L e a v i n g f o r Ag e O w n e r s S i z e R e s i d e n t s R e s i d e n t s % # i n A . H . % # i n A . H . F a c t o r ( r o u n d e d ) L i v i n g % L i v i n g H o m e % N u r s . H o m e T o t a l 20 - 2 4 - - - - - - 0 0 . 0 % 0 % 0 0 25 - 2 9 - - - - - - 4 0 . 1 % 0 % 0 4 30 - 3 4 - - - - - - 1 3 0 . 5 % 0 % 0 1 3 35 - 3 9 - - - - - - 2 4 0 . 9 % 0 % 0 2 4 40 - 4 4 - - - - - - 7 3 2 . 7 % 0 % 0 7 3 45 - 4 9 - - - - - - 1 8 0 6 . 7 % 0 % 0 1 8 0 50 - 5 4 - - - - - - 2 6 6 9 . 8 % 0 % 0 2 6 6 55 - 5 9 - - - - - - 4 5 9 1 7 . 0 % 0 % 0 4 5 9 60 - 6 4 - - - - - - 4 4 4 1 6 . 4 % 2 8 % 1 2 4 3 2 0 1 0 . 0 % 1 2 1 1 2 0 . 0 6 0 0 7 6 7 . 0 7 65 - 6 9 - - - - - - 4 0 3 1 4 . 9 % 6 5 % 2 6 2 1 4 1 3 . 7 % 1 0 2 5 2 0 . 0 9 2 3 0 1 2 3 . 0 1 . 1 % 3 2 6 70 - 7 4 - - - - - - 3 7 0 1 3 . 7 % 7 5 % 2 7 8 9 2 1 . 0 % 3 2 7 5 0 . 1 4 4 8 5 2 4 0 . 0 3 . 0 % 8 1 . 1 % 3 5 1 75 - 7 9 - - - - - - 2 8 7 1 0 . 6 % 1 0 0 % 2 8 7 0 0 . 0 % 0 2 8 7 0 . 2 3 0 6 5 6 6 6 . 0 3 . 0 % 9 1 . 1 % 3 7 8 80 - 8 4 - - - - - - 1 4 5 5 . 4 % 1 0 0 % 1 4 5 0 0 . 0 % 0 1 4 5 0 . 3 7 4 9 8 3 5 4 . 0 3 . 0 % 4 1 . 1 % 2 6 0 85 - 8 9 - - - - - - 3 0 1 . 1 % 1 0 0 % 3 0 0 0 . 0 % 0 3 0 0 . 6 2 7 7 7 1 1 9 . 0 3 . 0 % 1 1 . 1 % 0 2 0 90 - 9 4 - - - - - - 5 0. 2 % 10 0 % 5 0 0. 0 % 0 5 1. 0 0 0 0 0 0 5 . 0 3. 0 % 0 1.1%05 To t a l 1 , 5 0 2 1 . 8 2 , 7 0 3 1 0 0 . 0 % 1 , 1 3 1 1 , 5 7 2 2 5 1 , 1 0 6 2 1 4 2 2 1 1 2 4 7 61 4 U n i t s 41 % o f u n i t s So u r c e : C i t y o f A s p e n a n a l y s i s u s i n g C e n s u s a n d a c t u a r i a l d a t a . Re d u c t i o n t o N e x t 5 Y r . C o h o r t Re t i r e e s N e w R e t i r e e s , M o v e O u t Re d u c t i o n t o N e x t 5 Y r . C o h o r t Re t i r e e s N e w R e t i r e e s , M o v e O u t P209I. 20 3 2 # o f H o u s e h o l d # o f % o f E m p l o y e e s N e t R e t i r e e s M o r t a l i t y D e a t h s A s s i s t e d A s s i s t e d N u r s . L e a v i n g f o r Ag e O w n e r s S i z e R e s i d e n t s R e s i d e n t s % # i n A . H . % # i n A . H . F a c t o r ( r o u n d e d ) L i v i n g % L i v i n g H o m e % N u r s . H o m e T o t a l 20 - 2 4 - - - - - - 0 0 . 0 % 0 % 0 0 25 - 2 9 - - - - - - 5 0 . 2 % 0 % 0 5 30 - 3 4 - - - - - - 2 0 0 . 7 % 0 % 0 2 0 35 - 3 9 - - - - - - 3 6 1 . 3 % 0 % 0 3 6 40 - 4 4 - - - - - - 6 8 2 . 5 % 0 % 0 6 8 45 - 4 9 - - - - - - 1 1 0 4 . 1 % 0 % 0 1 1 0 50 - 5 4 - - - - - - 2 1 9 8 . 1 % 0 % 0 2 1 9 55 - 5 9 - - - - - - 2 9 5 1 0 . 9 % 0 % 0 2 9 5 60 - 6 4 - - - - - - 4 8 3 1 7 . 9 % 2 8 % 1 3 5 3 4 8 1 0 . 0 % 1 4 1 2 1 0 . 0 6 0 0 7 6 7 . 0 7 65 - 6 9 - - - - - - 4 5 9 1 7 . 0 % 6 5 % 2 9 8 1 6 1 3 . 7 % 1 1 2 8 7 0 . 0 9 2 3 0 1 2 6 . 0 1 . 1 % 3 2 9 70 - 7 4 - - - - - - 3 8 3 1 4 . 2 % 7 5 % 2 8 7 9 6 1 . 0 % 3 2 8 4 0 . 1 4 4 8 5 2 4 1 . 0 3 . 0 % 9 1 . 1 % 3 5 3 75 - 7 9 - - - - - - 3 2 2 1 1 . 9 % 1 0 0 % 3 2 2 0 0 . 0 % 0 3 2 2 0 . 2 3 0 6 5 6 7 4 . 0 3 . 0 % 1 0 1 . 1 % 4 8 8 80 - 8 4 - - - - - - 2 0 9 7 . 7 % 1 0 0 % 2 0 9 0 0 . 0 % 0 2 0 9 0 . 3 7 4 9 8 3 7 8 . 0 3 . 0 % 6 1 . 1 % 2 8 6 85 - 8 9 - - - - - - 8 5 3 . 1 % 1 0 0 % 8 5 0 0 . 0 % 0 8 5 0 . 6 2 7 7 7 1 5 3 . 0 3 . 0 % 3 1 . 1 % 1 5 7 90 - 9 4 - - - - - - 1 0 0. 4 % 10 0 % 1 0 0 0. 0 % 0 10 1. 0 0 0 0 0 0 1 0 . 0 3. 0 % 0 1.1%010 To t a l 1 , 5 0 2 1 . 8 2 , 7 0 4 1 0 0 . 0 % 1 , 3 4 6 1 , 3 5 8 2 8 1 , 3 1 8 2 8 9 2 8 1 3 3 3 0 73 2 U n i t s 49 % o f u n i t s So u r c e : C i t y o f A s p e n a n a l y s i s u s i n g C e n s u s a n d a c t u a r i a l d a t a . Re d u c t i o n t o N e x t 5 Y r . C o h o r t Re t i r e e s N e w R e t i r e e s , M o v e O u t P210I. Ta b l e A 2 - 3 Ag e D i s t r i b u t i o n F o r e c a s t S u m m a r y , 2 0 1 2 - 2 0 3 2 As p e n A f f o r d a b l e H o u s i n g S t r a t e g y U p d a t e Ag e R a n g e 2 0 1 2 2 0 2 2 2 0 3 2 2 0 1 2 2 0 2 2 2 0 3 2 20 - 2 4 2 0 0 0 . 1 % 0 . 0 % 0 . 0 % 25 - 2 9 3 2 2 5 1 . 2 % 0 . 1 % 0 . 2 % 30 - 3 4 1 3 4 9 2 0 5 . 0 % 0 . 3 % 0 . 7 % 35 - 3 9 2 1 8 4 4 3 6 8 . 1 % 1 . 6 % 1 . 3 % 40 - 4 4 4 1 8 1 5 5 6 8 1 5 . 5 % 5 . 7 % 2 . 5 % 45 - 4 9 4 1 0 2 4 0 1 1 0 1 5 . 2 % 8 . 9 % 4 . 1 % 50 - 5 4 3 8 0 4 4 0 2 1 9 1 4 . 1 % 1 6 . 3 % 8 . 1 % 55 - 5 9 3 8 6 4 2 8 2 9 5 1 4 . 3 % 1 5 . 8 % 1 0 . 9 % 60 - 6 4 3 5 2 3 9 4 4 8 3 1 3 . 0 % 1 4 . 6 % 1 7 . 9 % 65 - 6 9 2 4 5 3 9 2 4 5 9 9 . 1 % 1 4 . 5 % 1 7 . 0 % 70 - 7 4 8 3 3 3 1 3 8 3 3 . 1 % 1 2 . 3 % 1 4 . 2 % 75 - 7 9 3 2 1 9 9 3 2 2 1 . 2 % 7 . 4 % 1 1 . 9 % 80 - 8 4 9 5 2 2 0 9 0 . 3 % 1 . 9 % 7 . 7 % 85 - 8 9 2 1 4 8 5 0 . 1 % 0 . 5 % 3 . 1 % 90 - 9 4 0 2 10 0 . 0 % 0. 1 % 0. 4 % To t a l 2 , 7 0 3 2 , 7 0 2 2 , 7 0 4 1 0 0 . 0 % 1 0 0 . 0 % 1 0 0 . 0 % Re t i r e e s i n A . H . 3 4 6 8 5 8 1 , 3 1 8 1 2 . 8 % 3 1 . 8 % 4 8 . 7 % Un i t s ( 1 . 8 p e r s . / H H ) 1 9 2 4 7 7 7 3 2 So u r c e : E c o n o m i c & P l a n n i n g S y s t e m s H: \ 2 1 9 0 0 - A s p e n S t r a t e g i c H o u s i n g P l a n U p d a t e \ M o d e l s \ [ 2 1 9 0 0 - E m p l H o u s i n g M o d e l 0 8 - 0 6 - 2 0 1 2 . x l s x ] A g i n g S u m m a r y Pe r c e n t Re s i d e n t s 0. 0 % 2. 0 % 4. 0 % 6. 0 % 8. 0 % 10 . 0 % 12 . 0 % 14 . 0 % 16 . 0 % 18 . 0 % 20 . 0 % 20  ‐   24 2 5  ‐   29 3 0  ‐   34 3 5  ‐   39 4 0  ‐   44 4 5  ‐   49 5 0  ‐   54 5 5  ‐   59 6 0  ‐ 6465 ‐ 6970 ‐ 7475 ‐ 7980 ‐  20 1 2 20 2 2 2032 P211I. Ta b l e A 2 - 4 Un i t T u r n o v e r B u y e r R e p l a c e m e n t P r o f i l e As p e n A f f o r d a b l e H o u s i n g S t r a t e g y U p d a t e Ag e R a n g e # % 2 0 0 7 - 2 0 1 2 2 0 1 2 - 2 0 1 7 2 0 1 7 - 2 0 2 2 2 0 2 2 - 2 0 2 7 2 0 2 7 - 2 0 3 2 0 - 2 4 0 0 . 0 % 00 0 0 0 25 - 2 9 1 0 2 . 1 % 12 4 5 7 30 - 3 4 3 0 6 . 4 % 3 6 1 1 1 6 2 1 35 - 3 9 4 3 9 . 2 % 4 9 1 5 2 3 3 0 40 - 4 4 8 3 1 7 . 7 % 8 1 7 2 9 4 4 5 9 45 - 4 9 7 0 1 5 . 0 % 7 1 4 2 5 3 7 4 9 50 - 5 4 7 3 1 5 . 6 % 7 1 5 2 6 3 9 5 1 55 - 5 9 5 4 1 1 . 5 % 5 1 1 1 9 2 9 3 8 60 - 6 4 4 6 9 . 8 % 4 9 1 6 2 4 3 2 65 - 6 9 4 2 9 . 0 % 4 8 1 5 2 2 3 0 70 - 7 4 1 2 2 . 6 % 12 4 6 8 75 - 7 9 5 1 . 1 % 01 2 3 4 80 - 8 4 0 0 . 0 % 00 0 0 0 85 - 8 9 0 0 . 0 % 00 0 0 0 90 - 9 4 0 0 . 0 % 00 0 0 0 95 - 9 9 + 0 0. 0 % 0 0 0 0 0 To t a l 4 6 8 1 0 0 . 0 % 4 4 9 4 1 6 6 2 4 8 3 2 9 [1 ] T o t a l m o v e o u t s ( d e a t h s , a s s i s t e d l i v i n g , n u r s i n g h o m e ) m u l t i p l i e d b y t h e a g e d i s t r i b u t i o n o f u n i t t u r n o v e r b u y e r s f r o m 2 0 0 7- 2 0 1 1 . So u r c e : C i t y o f A s p e n ; E c o n o m i c & P l a n n i n g S y s t e m s H: \ 2 1 9 0 0 - A s p e n S t r a t e g i c H o u s i n g P l a n U p d a t e \ M o d e l s \ [ 2 1 9 0 0 - E m p l H o u s i n g M o d e l 0 8 - 0 6 - 2 0 1 2 . x l s x ] R e p l a c e m e n t P r o f i l e Bu y e r s 2 0 0 7 - 2 0 1 1 R e p l a c e m e n t B u y e r s [ 1 ] P212I. Ta b l e A 2 - 5 Ho u s i n g D e m o l i t i o n E s t i m a t e As p e n A f f o r d a b l e H o u s i n g S t r a t e g y U p d a t e Ho u s i n g U n i t s 2 0 0 5 2 0 0 6 2 0 0 7 2 0 0 8 2 0 0 9 2 0 1 0 Ave r a g e 20 0 5 - 2 0 0 8 De m o l i t i o n s 4 5 3 7 3 3 1 6 No D a t a N o D a t a 33 % A s s u m e d t o b e M a r k e t R a t e W o r k f o r c e U n i t s 50 % Es t i m a t e d A n n u a l L o s s o f W o r k f o r c e U n i t s ( r o u n d e d ) 1 6 So u r c e : C o l o r a d o D e p a r t m e n t o f L o c a l A f f a i r s D e m o g r a p h y S e c t i o n H: \ 2 1 9 0 0 - A s p e n S t r a t e g i c H o u s i n g P l a n U p d a t e \ M o d e l s \ [ 2 1 9 0 0 - E m p l H o u s i n g M o d e l 0 8 - 0 6 - 2 0 1 2 . x l s x ] D e m o l i t i o n s P213I. WORK SESSION SUMMARY TO: Mayor Skadron and Aspen City Council FROM: Chris Bendon, Community Development Director RE: Work Session Summary: Single-Family and Duplex Mitigation DATE: January 6, 2014 SUMMARY: The City Council reviewed the following recommendations. All were accepted. Council requested staff proceed with an employee generation study, at the estimated $30-35k amount, to be accommodated in the department budget during a future supplemental adjustment. Staff is proceeding with a request for proposals. Staff will return to Council in 3-6 months with results of the study and requesting additional direction. Some outreach to the construction community may also occur prior to the next work session. RECOMMENDATIONS: Community Development is seeking direction from City Council. Following are the points that need discussion and staff’s recommendations for proceeding: 1. Continue to require affordable housing mitigation for single-family and duplex development. Development in Aspen brings impacts and the community has imposed various requirements for those impacts to be mitigated or lessened. Continuing the mitigation requirement would be in keeping with community expectations for new development and with expectations for residential development since 1990. This first question is fundamental to the remaining questions. If the community no longer needs or wants to require mitigation for the expansion of single-family and duplex development, staff can proceed with code amendments and the remaining questions are irrelevant. 2. Base the residential mitigation requirements on employee generation associated with homes. Any mitigation system used by the City will need empirical documentation on the number of employees generated by single-family and duplex homes. This could include employment impacts associated with initial construction, associated with ongoing maintenance and operation, and potentially public safety services. Documenting employee generation impacts is a specialized expertise well beyond staff’s capabilities. This is typical and there are consultant firms who specialize in impact fee strategies. Initial outreach suggests a “bare-bones” study would be $12-15,000. A comprehensive analysis will cost $30-35,000. The cheaper study would rely on data collected through other studies, both here and elsewhere. The downside to this would be that some of the data may be called into question as either old or not reflective of Aspen conditions. The more expensive option would include collection of current Aspen data, likely through a homeowner survey. Given the importance of the P214 I. study being able to withstand public scrutiny and potential court scrutiny, staff believes the extra cost for high-quality work is justified. If this option is desired, staff will request a supplemental budget adjustment and proceed with the procurement process. 3. Assess mitigation requirements based on a project’s net increase in Floor Area. Much of the City’s impact fees are now based on Floor Area. This simplifies developer estimates and the City’s review of building permits. This also has some built-in discounts – some areas do not count as Floor Area, such as garages, basements, and storage. The current system is based on “demolition.” This requires constant monitoring of quasi- demolition projects. Impacts to the community are experienced regardless of the process of construction. Staff recommends mitigation be required upon an expansion of Floor Area, independent of whether demolition occurs as part of the construction process. This would bring the housing impacts section of the Land Use Code into alignment with how all other impact mitigation is treated in the City – based on net expansion, not development technique. 4. Explore a sliding scale or outright exemptions for small homes. In previous discussions, the Council was interested in minimizing mitigation fees for “small” projects. Setting a Floor Area threshold under which no mitigation is required is a potential way to minimize financial impacts on the construction of small homes. Staff suggests more empirical data be collected and a sense of actual fee potential be determined before pursuing specific fee reduction options. 5. Eliminate voluntary-occupancy ADUs as a mitigation option. The option of providing an Accessory Dwelling Unit has been widely criticized for providing little actual housing benefit to the community. Actual occupancy of ADUs is estimated to be 20-30%. Remaining options would be cash-in-lieu or the certificate program. Also remaining would be the development of an ADU which is deed-restricted and sold through the APCHA sales program. Voluntary-occupancy ADUs could still be built, but would not longer provide a property with a mitigation credit. 6. Enable a simple process for retiring existing ADU deed restrictions. The existing ADU inventory does have a role in the overall housing inventory. While occupancy is low, simply eliminating existing ADUs will have a detrimental effect on the housing stock. In previous proposals, staff suggested an administrative process for vacating existing deed restrictions with a cash-in-lieu or certificate mitigation. Removing an ADU from a property would continue to be at the option of the property owner. P215 I. P216 I. P217 I. P218 I. Page 1 of 4 MEMORANDUM TO: Mayor and City Council FROM: CJ Oliver, Director of Environmental Health and Sustainability DATE OF MEMO: April 8, 2014 MEETING DATE: April 22, 2014 RE: Noise Regulation in the Commercial Zone REQUEST OF COUNCIL: Staff is requesting that Council consider a variety of potential alterations to the existing City of Aspen noise ordinance in response to noise related issues that have come about over the past year in the commercial core. Staff is requesting direction from Council on how to respond to these issues. PREVIOUS COUNCIL ACTION: In 2003 Council approved changes to the City of Aspen Noise Ordinance which included increasing the noise level allowed in the Commercial district during the nighttime hours (9PM-7AM) from 55 decibels on the A scale (dBA) to 60 dBA. Council has requested that staff evaluate possible changes to the noise ordinance related to the levels in the commercial district and present them to Council. BACKGROUND: The City of Aspen has had a noise ordinance dating back to 1971 which has undergone several updates in its time, the most recent taking place in 2003. Noise has been shown through scientific research to have a detrimental impact both from a physical standpoint and a psychological standpoint. The physical impacts of noise are typically associated with repeated or prolonged expose to sound at high levels which can cause hearing loss or hearing damage. Even at levels not loud enough to cause damage to the ears, noise can cause hypertension, sleep loss and developmental issues in young children. One of the primary intents of the noise ordinance is to protect against these negative impacts from excessive noise. The Environmental Health and Police Departments are the primary recipients of noise complaints in the city. Using the current noise ordinance, these departments respond to complaints and work with the involved parties to reach a resolution which has been done on an ongoing basis with favorable results. In 2013 there were a number of noise related issues on “Restaurant Row” also known as the 300 block of East Hopkins Avenue. Unlike many of the noise issues which preceded them, these issues required ongoing City action/intervention and ended up with a jury trial to reach a resolution. P219 II. Page 2 of 4 Due to the challenging nature of that situation and the ongoing development of penthouse condominiums and other residential units in the downtown commercial core, staff is seeking direction from Council on the regulation of noise in the commercial zone. DISCUSSION: Below are several options for Council to consider regarding the current noise ordinance in the commercial zone. 1. No change, leave the ordinance as it is today. Pros-The current ordinance has been largely effective in controlling noise issues for some time and it familiar to both the businesses and residents in the zone. The current noise levels permitted in the commercial zone are similar to many other communities who specify a level for this type of zoning. These levels represent a balance between the needs of a business to attract and maintain customers with the needs of residents both in and around the commercial zone to peacefully enjoy their property. Cons- Restaurants and bars may find this level challenging to meet, particularly if they wish to have live music. 2. Change the ordinance to include language that commercial zone noise levels be measured inside the complainant’s property in a “closed building” setting. This would mean openings such as windows and door would need to be closed in the affected property and the current noise levels would be evaluated with those sound blocking measures in place. This would not be a requirement to close windows at all times, just if a complaint were made about noise and readings were taken to evaluate compliance. Pros- This would require residents and tenants in the commercial zone to take steps to minimize noise impacts on their own prior to involving an enforcement agency. Readings taken during noise issues at 308 E Hopkins showed that with the windows and door closed, sound levels inside the residences were well below the current permissible levels of 60 dBA while with the windows and doors open the levels were above 65 dBA. This approach shares the weight of complying with the noise ordinance between residential units and businesses. Cons- Residents in the core who enjoy sleeping with open window/doors may find this to be an unfair burden to bear. This may also cause uncomfortable temperatures in buildings without air conditioning during the warmest parts of the summer. This change would ask residents to make adjustments for businesses to be able to continue profitable activities. 3. Raise the current noise level allowed at night in the commercial zone from 60 dBA to ___ dBA. Pros- This would allow businesses to produce a higher level of noise in the core, making room for live music, amplified music, etc. to be a part of regular business. There is not a specific levels listed with this option but comparison levels can be found in Attachment A. Cons- This would have a negative impact on the residents in the commercial zones ability to peacefully enjoy their property and may have negative health impacts for residents as well. An increase in sound also stands to have a negative impact on the residential and lodging zones that P220 II. Page 3 of 4 surround the commercial zone as the increased sound from the commercial zone would travel farther and louder than under the current permissible levels. 4. Move the nighttime definition in the noise ordinance back from 9:00 PM to a later time such 10:00 or 11:00. Pros- Music and entertainment tend to start later in the evening and often go beyond the current 9:00 cutoff for nighttime noise levels to go into effect. Allowing 65 dBA until a later time would permit extra sound form these types of activities for an extended time period while still protecting some portion of the night at a lower level, more conducive to sleeping. This could also apply to only select days of the week, for example Friday and Saturday while the rest of the week stays on a 9:00 nighttime schedule. Cons- This would also have a negative impact on residential property owners who want to enjoy their property in a quiet and peaceful manner. 10:00 or 11:00 may be considered very late for some individuals and families with young children. Options from this list above could also be combined, for example the starting point for nighttime noise levels could be moved back to 10:00 and language could be added to require closed building conditions while taking noise readings in the commercial zone. Attachment A shows where Aspen fits into the spectrum of various noise ordinances from cities of various sizes and locations around the country regarding specified noise levels in commercial or similarly designated zones. Many cities do not specify a decibel level and only prohibit loud, unusual, frightening, and other forms of “disruptive” noise which are evaluated by a responding officer. FINANCIAL/BUDGET IMPACTS: None of the options listed above should have direct financial or budgetary impacts to the City. ENVIRONMENTAL IMPACTS: None of the options listed in the memo should have an environmental impact. RECOMMENDED ACTION: Staff requests that Council consider the options listed above and provide staff with direction on next steps pertaining to the noise ordinance in the commercial zone. Staff recommends that council consider the “closed building” option in conjunction with each of the other proposed options. CITY MANAGER COMMENTS: ATTACHMENTS: Attachment A- Noise Level Comparison Chart P221 II. Page 4 of 4 P222 II. Commercial Zone Daytime Noise Limit Commercial Zone Nighttime Noise Limit "Nighttime" starts at: City Aspen, CO 65 60 9:00 PM Steamboat Spring, CO 65 60 11:00 PM Crested Butte, CO 70 60 10:00 PM Boulder, CO 65 60 11:00 PM Ft. Collins, CO ("Downtown Zone")60 55 8:00 PM Denver, CO 65 60 10:00 PM Colorado Springs, CO 60 55 7:00 PM Park City, UT 65 65 10:00 PM above 65 considered "excessive" New Orleans, LA 65 L10 level 60 L10 level 10:00 PM if receiving property is also commercial 75 LMax 65 Lmax 10:00 PM these levels can be a peak <10% of total Miami, FL max 65*Max. 65*24 hrs see below* Portland, OR 70 70 24 hrs 60 if receiving property is residential * Sound level may not exceed ambient background by more than 5 dBA L10 is the A-weighted sound pressure level which is exceeded ten percent of the time in any measurement period. The measurement period shall not be less than ten minutes when measured at or beyond the property boundary of the receiving land use category (example L10 is the sound level that is exceeded a total of one minute in a ten-minute period). For any source of sound the maximum sound level (Lmax) shall not be exceeded. NOTE: Many cities and towns prohibit excessive, loud, or unusual noise but do not specify a decibel level leaving the responding agency to make a subjective determination ATTACHMENT A P2 2 3 II .