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HomeMy WebLinkAboutagenda.council.worksession.20081209MEMORANDUM TO: Mayor and City Council FROM: Tom McCabe, Housing Director DATE OF MEMO: 12/03/08 MEETING DATE: 12/09/08 RE: New Housing Surveys REQUEST OF COUNCIL: A synopsis of the four housing surveys conducted during 2008 presented by Chris Cares, Director of RRC Associates, and the Housing Director. BACKGROUND: These studies are the most recent iteration of periodic studies that serve to inform council with information useful in changing or formulating housing policy. DISCUSSION: During the 2007 Aspen Housing Summit a variety of issues were discussed about the existing conditions and continued need for workforce housing and the re-affirmation that workforce housing is among the most important needs of our community. The challenges of land acquisition, partnerships, funding, and the impending retirement in place of much of the current workforce, were major topics of this discussion. The surveys also form an important source of information for consideration in the update of the AACP. FINANCIAL/BUDGET IMPACTS : The funding for the housing department portion of the surveys was approved by council and the BOCC in June 2008. ENVIRONMENTAL IMPACTS: None RECOMMENDED ACTION: The information presented could form the basis for changes in policy or for direction to gather additional information to that end, at council's discretion. ALTERNATIVES: PROPOSED MOTION: None needed. CITY MANAGER COMMENTS: ATTACHMENTS: Exhibit One: Housing surveys FXI~/ljri ~' 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 Table of Contents Study Overview ............................................................................................................... 3 Residents of Affordable Housing in Aspen .............................................................. 4 Introduction ....................................................... Key Findings ...................................................... ............................................. 4 Section 1 -Demographics ................................................. Section 2 -Employment and Commuting ...................... Section 3 -Housing Problems .......................................... Section 4 -Project Information ......................................... Section 5 -Retirement ........................................................ Section 6 -Miscellaneous . 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 ..................................... 4 ..................................... 6 ..................................... 8 ...................................10 ...................................14 ...................................19 .............. 21 Employees Working in Aspen .................................................................................... 23 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 RRC Associates/Rees Consulting Page 2 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: ^ The Resident Housing Survey -May, 2008 ^ The Employer Housing Survey -May, 2008 ^ The Employee Housing Survey -May, 2008 ^ 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/I'itkin 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. RRC Associates/Rees Consulting Page 3 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. Proi ects 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. RRC Associates/Rees Consulting Page 4 • 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. RRC Associates/Rees Consulting Page 5 Section 1-Demographics Who Lives in Affordable Housing Household Composition, Age and Children Family members only I live alone Unmarried couple Unrelated roommates Family members and unrelated roommates Age 18 - 24 25 - 34 35 - 44 45 - 54 55 - 64 65 -74 75 or older Presence of children unde age 6 in your home Presence of children age - 18 in your home 20% ~~~:< ti' S7 0 57 ° u ~,.. 2 80 14% ~- 4% 0% 3% 4% 0 35% 31% `` 34% ~ ~.~, ;~ . 2 ~ ~~~ , ~ ~% 6% 1% 1% r 7°/ 21% ~ ^ Rent 6 ~ ~, ~, Own 9% 0% 10% 20% 30% 40% 50% 60% RRC Associates/Rees Consulting Page 6 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 44 48 40 Median Age 43 47 37 Length of Residency Less than 1 year How long have you lived in the area? 1 to 2 years 3 to 5 years 6 to 10 years More than 10 years Less than 1 year How long have you lived in your current residence? 1 to 2 years 3 to 5 years 6 to 10 years More than 10 years o°ro 4% 1% 6% ' 3% 23% 8% 22% 88% "/o -'+ 1 30° 8% 28% 1 % ~ Own 24% ^ Rent ~ ' 26% ~r~ ~, 27% 0% 20% 40% 60% 80% 100% RRC Associates/Rees Consulting Page 7 Household Income -Overall Median: $63,012 $150,000 or more $100,000 - $149,999 $75,000 - $99,999 $50,000 - $74,999 $25,000 - $49,999 Under $25,000 1% Rent Own 3° Median $46,000 Median $66,500 Average $51,425 Average $72,160 10% 7% ^ Rent 9% D Own :-~:- 30% 42°/ ~;; : ::;fir.' + ,~' .: - 4% 11% 2% 0% 5% 10% 15% 20% 25% 30% 35% Section 2 - Employment and Commuting Where Residents Work by Season 40% 45% Winter Summer # % # Aspen Downtown 407 60.9% 416 66.2% Airport Business Park 55 8.2% 58 9.2% Aspen Highlands area 50 7.5% 39 6.2% Buttermilk area 24 3.6% 4 0.6% Snowmass Village 44 6.6% 37 5.9% Other 88 13.2% 74 11.8% Total 668 100.0% 628 100.0% RRC Associates/Rees Consulting Page 8 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% More than 5 miles 2 to 5 miles 1 to 2 miles 1/2 to 1 mile 1/4 to 1/2 mile Less than 1/4 mile * includes variable job sites, like construction work Distance Traveled to Work 8.1 /o -. ~, :~ ::: 5.8% 22. /o ~, 4.2% Y . ~ ;, ~ t_ 20.0°/O 12. " ~~,~ "`~ 9.2% 12. 9.4% ^ Rent ,q .. 12.5 /o ~ Own 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% 35.0% Vehicles Parked at Home Number Cars/Trucks Percent 0 6.0% 1 54.1% 2 34.2% 3+ 5.7% RRC Associates/Rees Consulting Page 9 Section 3 -Housing Problems Satisfaction with Current Residence Somewhat 37°i Very Satisfied 51% Satisfaction with Housing by Time Lived in Current Home 51.5% Less than 1 year ° 30.9% p 1 -Very Satisfied _ ~ --:;~ ,., a ;..;,,~ 15. /o ^ 2 -Somewhat Satisfied 2.1% ~ 3 -Somewhat Dissatisfied 39.8% p 4 -Very Dissatisfied 1 to 2 years _ 2% 9.0% L 3.1% L 49.4% 3 to 5 years ° 40.5% ~' .9 /o ~ 1.3% E ~. ~ 56. s 6 to 10 years ° 32.1% a ,, .3 /o 3.6% 60.2% More than 10 years 30.7% 5.7 0 3.4% 0% 10% 20% 30% 40% 50% 60% 70% RRC Associates/Rees Consulting Page 10 Somewhat Dissatisfied Very Dissatisfied 9% 3% Sat isfaction with Housing by Time Lived in the Area 50.0% Less than 1 year 25.0 0 ^ 1 -Very Satisfied ° ;: ~ ~ ~:, 12.5 /o ^ 2 -Somewhat Satisfied 12.5% l 3 -Somewhat Dissatisfied ^ 4 -Very Dissatisfied 25.0 0 5 .3% 1 to 2 years ° L •° 31.1% 46. 3 to 5 years _ e ° f-,, ~. w 20.0% . , y 2.2% on ,~ 9.1% 4 .3% 6 to 10 years 3.6% 57 1 31.6% More than 10 years ° '' . 8 2 /o 3.2% 0% 10% 20% 30% 40% 50% 60% 70°i 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% RRC Associates/Rees Consulting Page 11 Affordability -- Percentage of Income Spent on Housing Payment Under 20% 20-30% 30-35% 35-40% 40-50% Over 50% 0% 10% 20% 30% 40% 50% 60% 70% ~ t•7 ,~ .~~ ,. ~r'.d,- ;~,;,t. r r}'~~~~i,.. 50.2°/O 60.9% 3 .9% +.k 8.5% 23.1 °/ 35. .2% 5.3 ° C st-burde ed 11.7% 6.2 /o 7. 5.0° 4.2°/ 1.8% 7. 8 Overall ^ Owners ^ Renters 2.7% 1.8% 3.9% RRC Associates/Rees Consulting Page 12 Desire to and Reason for Wanting to Move Do you want to purchase No a new or different home within the next s years? Yes If yes, why? 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 s °ro 20% ^ Own ^ Rent 43°/ 80% 6s o 44° 0% 1 82% 9% 11% 14° 1 13°/ 7 /o 7 /o 7 /o 3% 0% 10% 20% 30% 40% s0% 60% 70% 80% 90% Would Like to Move within 5 Years by Satisfaction 1 -Very Satisfied 2 -Somewhat Satisfied ~+ a .. ~ 3 -Somewhat Dissatisfied w a 4 -Very Dissatisfied 69.6% 8.s% 24. 44. s.0 0 12.3° ^ No ^ Yes 0.6% 4.4° o 0% 10% 20% 30% 40% s0% 60% 70% 80% RRC Associates/Rees Consulting Page 13 Section 4 - Protect Information Unit Design Average Rating: l =Not at all satisfied; 5 =Very satisfied 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 4.02 3.7 4.08 3.51 .9 3.6 3.81 3.7 3. 5 3 34 3.58 3.31 3.6 3.1 3.46 .41 .4 3. 3.21 .38 .42 3.06 .44 ^ Own 3.01 3.1 Rent .9 0.0 0.5 1.0 1.5 2.0 2.5 3.0 3.5 4.0 4.5 RRC Associates/Rees Consulting Page 14 Exterior and Common Areas Average Rating: l =Not at all satisfied; 5 =Very satisfied DUMPSTER/TRASH REMOVAL LAUNDRY FACILITIES EXTERIOR LIGHTING EXTERIOR APPEARANCE LANDSCAPING PARKING PETS COMMON AMENITIES PLAY AREAS .95 3.98 ^ Own ^ Rent 3.53 3.06 3.55 3. 1 3.7 3.09 3.57 3.1 .42 3.12 3.6 2.63 3.47 .93 3. 3 3.01 0.0 0.5 1.0 1.5 2.0 2.5 3,0 3.5 4.0 4.5 RRC Associates/12ees Consulting Page 15 Location Average Rating: l =Not at all satisfied; 5 =Very satisfied PROXIMITY TO BUS STOPS BIKE PATH/TRAIL ACCESS LOCATION SENSE OF SAFETY NEIGHBORHOOD SURROUNDING USES SOUND LEVELS 4.6 4.57 4.6 4.52 4. .37 4. 4. 8 4.57 4.1 4.52 4.11 3.6 0 Own ^ Rent 3. 4 0.0 0.5 1.0 1.5 2.0 2.5 3.0 3.5 4.0 4.5 5.0 Profiles for each project or for groups of several of the smaller projects are included in Appendix A to this report. RRC Associates/Rees Consulting Page 16 Average Rating -Rental Properties (scale of 1-Not at all satisfied to 5 -Very satisfied) All Renters Grp.1 Grp.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 EfFciency 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 RRC Associates/Rees Consulting Page 17 Average Rating -Ownership Properties (scale of 1-Not at all satisfied to 5 -Very satisfied) All Owners Grp.1 Grp.2 Grp.3 Centennial Burlingame Smuggler 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 RRC Associates/Rees Consulting Page 18 Section 5 -Retirement Plans to Live and Work in Aspen until Retirement Overall Less than 1 year ~a d L R ~ 1 to 2 yeazs 0 ~, 3 to 5 years s eo e 6 to 10 years 0 More than 10 years ~:~ ,r__ _, `.~.. 62.8°r° 9.8% - 2 .4% Yes O No, plan to move away ^ Don't know 14.3 0 8.6% 5 .1% '. 16 7% 8.3% .5% 45.~% .9% 33.9°~0 ' :., ;i ', ~~ ~'.,. - 72.4% 5.0° 22.6% 0% 10% 20% 30% 40% 50% 60% 70% 80% Time until Retirement by Age Time Until Retirement 25 - 34 35 - 44 Age 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% RRC Associates/Rees Consulting Page 19 Other Move out of the Roaring Fork Valley Move down valley Downsize to smaller home in Aspen Stay in your current residence 0% 10% 20% 30% 40% 50% 60% 70% 80% "Other" includes moving into ownership and moving into larger homes. Type of Neighborhood Desired Upon Retirement n Retirement neiQhhorhood ^ Mixed-aee neiehborhood O Don't Move out of the Roaring Fork Valley Move down valley Downsize to smaller home in Aspen Stay in your current residence ~f:Z ~< 58.0% 64.3% 47.1% ~i u 28.0% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% RRC Associates/Rees Consulting Page 20 Where Want to Live upon Retirement 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 45% 40% 35% ~. w 30% L d d 25% it a 'b 20% O 3 15% e 10% 5% 0% 8.4% 3.2% 18 - 24 25 - 34 35 - 44 45 - 54 55 - 64 Age of Respondent Trade Offs 65 -74 75 or older 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% RRC Associates/Rees Consulting Page 21 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 ~o.oo°io so.oo°i° 50.00% 40.00% 30.00% Median Number of Vehicles at Home Own Rent Overall CarslTrucks 1.57 1.17 1.40 Recreational Vehicles 0.47 0.38 0.43 RRC Associates/Rees Consulting Page 22 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 101argest 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. RRC Associates/Rees Consulting Page 23 • 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. RRC Associates/Rees Consulting Page 24 • 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 RRC Associates/Rees Consulting Page 25 Section 1-Housing Problems Monthly Housing Payment by Own/Rent Overall Own Rent None, do not pay rent or mortgage 3.7 4.2 3.3 Under $250 0.6 1.0 $250 - $499 2.2 0.8 3.3 $500 - $749 11.5 7.2 14.9 $750 - $999 16.5 11.4 20.5 $1000 - $1249 19.4 16.5 21.8 $1250 - $1499 7.8 7.2 8.3 $1500 - $1749 12.4 12.2 12.5 $1750 - $1999 5.7 8.4 3.6 $2000 - $2499 7.8 10.5 5.6 $2500 - $2999 5.2 8.4 2.6 $3000 - $3499 2.4 3.4 1.7 $3500 - $3999 2.2 4.2 0.7 $4000 - $4499 1.1 2.5 $4500 - $4999 ~ 0.4 0.8 $5000 - $5999 0.4 0.8 $6000 - $6999 0.6 0.8 0.3 $8000 - $8999 0.2 0.4 100% 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% 49.3 51.4 47.6 21-30% 29.6 30.7 28.7 31-35%0 i ~.=~ _ ; 4.9 3.7 5.8 364(3% : ~'"' ~ ~ ~ 5.3 6.4 4.4 41-55~t}% 4:9 4.1 5.5 th~r 50% ' ~~~~ 6. T 3.7 8.0 100% 100% 100% Total Cost Burdened 21.1 % 17.9% 23.6% RRC Associates/Rees Consulting Page 26 Affordability by AMI Shading denotes cost burden. Income Spent on Housing 530% Area Median Income (AMI) 31-50% 51-80% 81-100% 101-120% 121-140% Over 140% Under 20% 16.7 18.4 23.1 46.5 58.0 62.3 70.7 21-30% 26.3 42.3 34.0 30.9 34.0 20.2 31-35% 5.6 15.8 7.7 5.6 2.5 1.0 36-40% 5.6 15.8 4.9 6.2 1.9 6.1 41-50% 10.5 11.5 6.9 1.2 1.9 2.0 Over 50% 72.2 13.2 15.4 2.1 1.2 100% 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 here Want to Live Aspen Where Now Live Other Basalt/EI Pitkin Jebel Co Carbondale Glenwood Sprs.l-70 Towns, Other Snowmass Village 0.8% 23.2% 2.5% 6.8% 4.8% Aspen 94.fi% 62.596 54.2% 4;°~ 48.4%0 Woody Creek, Old Snowmass 0.8% 8.9% 1.7% 3.4% 4.8% Basalt, EI 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 = 261 56 118 59 62 13t Choice Location -Where Commuters into Aspen Want to Live 1st C hoice R esidence Location RRC Associates/Rees Consulting Page 27 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Satisfaction with Housing Very Dissatisfied Somewhat 7% Dissatisfii 20% ~~~ry Satisfied 33% Somewhat Satisfied 40% Satisfaction with Housing by Own/Rent Overall Own Rent 1 -Very Satisfied 33.2 50.4 19.8 2 -Somewhat Satisfied 39.5 36.9 41.5 3 -Somewhat Dissatisfied 20.3 9.9 28.5 4 -Very Dissatisfied 7.0 2.8 10.2 100% 100% 100% Reasons for Dissatisfaction Overcrowded/no privacy/too small 43.0 37.8 45.6 Too expensive 51.4 31.7 60.9 Too far from work 40.6 56.1 33.1 Not in desirable location 13.1 8.5 15.4 Unavailable year-round 5.6 8.3 Disturbance from nearby short-term rentals 10.8 12.2 10.1 Unit in poor condition 4.0 5.9 Too far from transit 1.6 2.4 Other 3.2 1.2 4.1 Total* 173.3% 147.6% 185.8% * Multiple response question; total exceeds 100%. Satisfaction Levels by Median Household Income $ioo,ooo $90,000 $80,000 $~o,ooo E ~ $60,000 c ~ $50,000 A ~ $40,000 y 2 $30,000 $zo,ooo S1o,oo0 So 4 -Very 3-Somewhat 2-Somewhat 1- Ve ry S atisfied Dissatisfied Dissatisfied Satisfied RRC Associates/Rees Consulting Page 28 Satisfaction Levels by Where Now Live S nowmass Village c ° Aspen .o u O ~ Woody C reek or Old S nowmass a v c a, Basalt or el J ebel ~_ ,N °C Carbondale .. c a L 3 G lenwood S prings U New castle, S ilt, R ifle, or Parachute 0% Satisfaction Levels -Subsidized and Free-Market Housing Compared ~ S nowmass Village ~ Housing Office N =a • N 3 Aspen/Pitkin `~ County Housing ~ -o Authority d .. u ~ Your employer -o d d D -a «' None of the above c ~+ -free market 50% 33% 43 9% 5% 21% ^ 1 - Very S atisfied 32% 32% ^ 2 - S omewhat S atisfied D3 -Somewhat Dissatisfied ^4 -Very Dissatisfied 33% 0% 10% 20% 30% 40% 50% 60% RRC Associates/Rees Consulting Page 29 10% 20% 30% 40% 50% Satisfaction by Type of Current Residence Apartment C ondominium/townhouse/duplex Mobile home °, a Dormitory/room without kitchen S Ingle-family house C aretaker unit ^ 1 - Very S atisfied ^4 -Ve ry Dissatisfied 24 12% 33% 3% 19% 3% 25° 8% 6% 40 10% 0% 10% 20% 30% 40% 50% 60% Section 2 - Demographic Characteristics Age and Gender by Own/Rent Age of Respondent Overall Own Rent 18 - 24 6.2 0.4 10.6 25 - 34 30.3 13.2 43.5 35 - 44 23.9 26.9 21.6 45 - 54 23.0 33.3 15.0 55 - 64 13.6 22.2 7.0 65 - 74 1.9 2.1 1.7 75 or older 1.1 1.7 0.7 100% 100% 100% Average Age 43.6 51.6 37.4 Median Age 40 48 33 Gender Male 44.9 45.0 44.9 Female 55.1 55.0 55.1 100% 100% 100% RRC Associates/Rees Consulting Page 30 Household Composition by Own/Rent Overall Own Rent Live alone 21.1 13.7 26.7 Family members only 46.5 71.0 27.6 Family members & unrelated roommates 3.9 5.2 2.8 Unrelated roommates 16.7 3.6 26.7 Unmarried couple 10.9 6.5 14.3 Unmarried couple & unrelated roommates 1.1 1.9 100% 100% 100% Household Income by Own/Rent Overall Own Rent Under $25,000 4.1 2.3 5.6 $25,000 - $49,999 16.3 5.0 25.0 $50,000 - $74,999 26.1 22.5 28.8 $75,000 - $99,999 18.6 18.0 19.1 $100,000 - $149,999 25.3 36.5 16.7 $150,000 - $199,999 6.9 10.4 4.2 $200,000 - $249,999 1.8 3.6 0.3 $250,000 - $299,999 0.4 0.9 $300,000 - $349,999 0.6 0.9 0.3 100% 100% 100% Average $84,265 $103,213 $69,675 Median $79,000 $100,000 $60,000 RRC Associates/Rees Consulting Page 31 Type of Housing Occupied, by Own/Rent Subsidized or Free Market Overall Own Rent Snowmass Village Housing Office 2.1 1.2 2.9 Aspen/Pitkin County Housing Authority 31.0 37.6 25.7 Your employer 6.2 0.8 10.5 Your spouse's/roommate's employer 1.4 2.5 Other government/Section 8/tax credits 0.7 0.4 1.0 None of the above -free market 58.6 60.0 57.5 100% 100% 100% Unit Type Apartment 28.2 2.4 48.3 Condominium/townhouse/duplex 30.0 44.6 18.6 Mobile home 5.4 5.6 5.3 Dormitory/room without kitchen 1.4 2.5 Single-family house 30.3 47.0 17.3 Caretaker unit 1.7 3.1 Other 3.0 0.4 5.0 100% 100% 100% Section 3 -Entry-Level Homeownership Priorities and Trade Offs Overall Own Rent Price -the rent or purchase amount 35.1 21.2 45.4 Location -the community in which you live 29.0 25.1 31.9 Unit size -Square feet, number of bedrooms 5.1 8.2 2.9 Unit type -condo, townhome, house 2.0 1.7 2.2 Ownership -ability to own your own unit 28.7 43.7 17.6 100% 100% 100% RRC Associates/Rees Consulting Page 32 Household Composition -- Renters who Want to Buy Condo or Townhome 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% RRC Associates/Rees Consulting Page 33 0% 5% 10% 15% 20% 25% 30% 35% 40% Opinions about Living Where Dogs are Allowed Renters who Want to Buy Condo or Townhome 35.0% 30.0% 25.0% 20.0% 15.0% 10.0 5.0% 0.0 Section 4 -Retirement Plans to Retire in Next 5 Years Overaff Own Rent No 92.1 88.0 95.3 Yes 7.9 12.0 4.7 100% 100% 100% Stay in your current residence 53.3 56.7 46.7 Downsize to smaller home in the same town 4.4 6.7 Move down valley 6.7 6.7 6.7 Move out of the Roaring Fork Valley 20.0 16.7 26.7 Other 15.6 13.3 20.0 100% 100% 100% RRC Associates/Rees Consulting Page 34 Would prefer to Neutral, not Desirable but not Yes, absolutely live where dogs important required necessary are not a Ilowed 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). RRC Associates/Rees Consulting Page 35 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 maybe 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 maybe used to inform and support housing-related code requirements as maybe 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%.) RRC Associates/Rees Consulting Page 36 • 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 1lpercent 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. RRC Associates/Rees Consulting Page 37 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: 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. ^ 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. ^ Similar breakdowns were observed for other types of services used by households including contractors/employees, property management companies, and caretakers. ^ 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. ^ 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: ^ Direct hires by homeowners (including caretakers); ^ Property management firms retained by homeowners to operate and maintain residential properties; ^ Homeowners associations responsible for operating and maintaining residential properties; and ^ Other contracted services. RRC Associates/Rees Consulting Page 38 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('~03)(Square Footage) A table in the attachments summarizes the FTE employee generation rates that were calculated by applying the above formula. RRC Associates/Rees Consulting Page 39 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 Ishort-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 andlor as along-term rental to local resident at least 26 weeks per year. ~ Local resident occupied [owner- occupied or long- Olher: second term rental) home # shor4 58.596 term rental r other 41.596 2. Annual average weeks of use of home, by predominant use: of Use: A. Local resident occupied (owner-occupied or long- term rental) # of Weeksl % of B. Other: second home I short-term rental /other # of Weeksl % of ary residence of owner I term rental to local resident ~tion home for owner or guest of owner t-term vacation rental -occupied by visitors Hess or corporate function total 52.01 100. 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). 8.5 93.2% 3.7 7.1 1.6 3.1 % 0.2 0.3 0.0 0.1% 9.7 18.7 0.1 0.3% 4.0 7.7 0.0 0.0% 0.1 0.1 0.0 0.1 % 0.6 1.2 RRC Associates/Rees Consulting Page 40 Section 2 -Home Characteristics Location of Property Other West End Downtown East of Aspen Smuggler Mountain Maroon Creek Highlands Shadow Mountain Cemetery Cove (Truscott) Castle Creek 2a°i 27% 13°/ 13°/ 5% 5% 3% 2% 2% 2% 0% 5% 10% 15% 20% 25% 30% 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 g% 3.71 Condominium or townhome 23% 2.62 Mobile/modular home 1% 2.60 Total 100% 3.72 Other 1 % 0.5 RRC Associates/Rees Consulting Page 41 Lot Size Small residential lot (less 420/ than 1/3 acre) Large residential lot (1/3 - 28 /o 1 acre) Small acreage (1 to 5 11% acres) Not applicable: 19% condo/townhome 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% Finished S uare Feet b Unit T e Condominium Single-family house Duplex or Townhome Other 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 RRC Associates/Rees Consulting Page 42 Section 2 -Homeowner Characteristics What Year Did You Move to Aspen and When Did You Purchase Your Current Residence su"/o ®Moved to Aspen ^ Purchased current residence 25% 5"; 20% ;; 7 15% - 77r 1.. ;~:. 10% , l '~ y~ ~. r, 5% ?g4' .s.£ ~.~ 3 0% Before 1960 1960 - 1969 1970 - 1979 1980 - 1989 1990 - 1999 2000 - 2004 2005 or later 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 RRC Associates/Rees Consulting Page 43 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 75 or older 65-74 55 - 64 45 - 54 35-44 25 - 34 Under 18 0% 5% 10% 15% 20% 25% 30% 35% RRC Associates/Rees Consulting Page 44 What is your total annual household income? Local Resident 2"d H ome 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: ouzo ^Summer 70% ° ° ^ Winter 1 % ~ Spring/Fall 60% 50% 42%43°/ 40% 30% o 0 ~,. 20% 10% 9% 9% 3% 2% 2% 2% ° 0 0 0 0 ~~w 1 /0 1 /0 0% 1 /0 1 /0 1 /o 0% Primary Vacation home Short-term Long-term rental Business or Other purposes Vacant-not residence for for owner or vacation rental to a local corporate occupied owner guest of owner occupied by resident visitors RRC Associates/Rees Consulting Page 45 How are the accessory units on your property used? 17% of restiondents have accessoru 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? Self Spouse/partner Children Friends Relatives/other family members Other 5% Housemate(s) to whom you rent a room Business associates 3% 2% 23% 22% 51% 80% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 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 afull-time resident of Aspen 4% Decrease current personal use 2% Rent the residence long-term to local residents 2% Other 1 RRC Associates/Rees Consulting Page 46 How much did you, or do you plan to, s pend on remodeling? Recently Plan to remodeled remodel (26°h) (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 Hire contractors/employees Use or belong to a homeowners association Hire a property managerrlent company 52% 45% Hire an on-site caretaker None 0% 10% 20% 30% 40% 50% 60% 10% 1 RRC Associates/Rees Consulting Page 47 What services does your HOA provide? 45% of households na1~ 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 $10,000 or more $9000 - $9999 $8000 - $8999 $7000 - $7999 $6000 - $6999 $5000 - $5999 $4500 - $4999 $4000 - $4499 $3500 - $3999 $3000 - $3499 $2500 - $2999 $2000 - $2499 $1500 - $1999 $1000 - $1499 $500 - $999 $1 - $499 17° 1% 5% 3% 4% 10% 1% 5% 6% 6% 3% 5% 4% 9% 7% 16% 0% 2% 4% 6% 8% 10% 12% 14% 16% 18% RRC Associates/Rees Consulting Page 48 What services do your contractors/employees provide? 52% of households hire contractors/emplouees 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% RRC Associates/Rees Consulting Page 49 How much do you spend each year on the following? Property Management Company On-Site Contractors/ Caretaker 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 RRC Associates/Rees Consulting Page 50 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: ^ Direct hires by homeowners; ^ Hires by property management firms retained by homeowners to operate and maintain residential properties; ^ Hires by homeowners associations responsible for operating and maintaining residential properties; and ^ 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~.ooos~~syuare Footage) RRC Associates/Rees Consulting Page 51 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 RRC Associates/Rees Consulting Page 52 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 101argest 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 101argest. 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). RRC Associates/Rees Consulting Page 53 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 3/4 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, RRC Associates/Rees Consulting Page 54 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. RRC Associates/Rees Consulting Page 55 Section 1-Housing-Related Employer Problems Employer Perceptions about Workforce Housing and Hiring Employees 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 59% The ability to recruit and retain employees over the past three years has: Improved/gotten easier 2% Stayed about the same « ~? 'S% Declined/gottenharder ~",-'''" 72% Don't know/not applicable 1% Which segment of the workforce should be TOP priortiy for affordable housing? Year-round employees 56% Seasonal employees 6% Both are equal 38% 0% 10% 20% 30% 40% 50% 60% 70% 80% Difficult to Fill and Unfilled Jobs Summer Winter Total Jobs (See State of Aspen report) 15,431 16,938 Jobs -- Employers Surveyed 4,939 5,334 Percent of Total 32.0% 31.5% Unfilled Jobs -- Employers Surveyed 221 291 Percent of Total 32.0% 31.5% Estimate of Total Unfilled Jobs 690 924 Difficult to Fill Jobs --Employers Surveyed 960 1,094 Percent of Total 32.0% 31.5% Estimate of Total Difficult to Fill Jobs 2,999 3,474 RRC Associates/Rees Consulting Page 56 The availability of workforce housing in the City of Aspen is: Emnlovees who Left or Reiected Emnlovment Primary Reason # Employees Estimate of (survey = Total 32% 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 Seasonal workers RetaiUService clerks General labor/service Entry level professionals Mid-Management Office support staff Upper Management Other 4.3 4.3 4.2 4.2 4.2 4.1 3.9 3.9 3.7 3.8 3.9 4 4.1 4.2 4.3 4.4 How Visa/Immigration Limitations have Influenced Ability to Hire Employees A major limitation 16% Not at all 55% RRC Associates/Rees Consulting Page 57 Section 2 - Emvlovment and Commutin Number of Employees in the Next 5 Years Don't know 11% Increase your number of employees 37% Stay about°the : iceauce your number 49 /o of employees 3% 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% EI 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% RRC Associates/Rees Consulting Page 58 Commuting Options Bus/shuttle service (operated by your business) Bus passes/coupons Car pooling/van pooling On-site company vehicle for employee errands Travel stipend Telecommutin~ Provided by Employers 13. .2% 12.0 0 11.5 0 0.0% 5. 0% 10% 20% 30% 40% 50% 60% 70% Employer Estimates of Retiring Employees # Employees In In In 5 Years Retiring 1 Year 2 Years 0 73.8 57.1 23.8 1 11.9 21.4 28.6 2 4.8 14.3 21.4 3 4.8 4.8 7.1 5 2.4 2.4 11.9 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% RRC Associates/Rees Consulting Page 59 Section 3 -Employee Housing How Employees Are Housed In Aspen Elsewhere in Region Total °k of Totai Housing provided by employer 380 422 802 28.1% Other employee housing 261 137 398 14.0% Free market housing 357 1,293 1,650 57.9% Provision of Employee Housing Year Round Total Summer Total Winter Total Units Provided 319 644 768 Total Bedrooms Provided 557 1,392 1,897 Avg Bedrooms per Unit 1.7 2.6 2.4 Type of Assistance Now Provided or Would Consider Providing Assist employees with housing search 5 0~ 52% Purchase and own units that you rent to 30% employees 50% Master lease units rented to employees 24% o 45 Provide rent subsidies 20% 41% None of the above 15° 2 other assistance % 1 6°/ ^ Currently Provide Down payment assistance 3% ^ Would Consider 0% 10% 20% 30% 40% 50% 60% RRC Associates/Rees Consulting Page 60 Appendix A -Homeowner Project Profiles RRC Associates/Rees Consulting Page 61 Project Information -Overall Which best describes your household I live alone Family members only Family members and unrelated roommates Unrelated roommates Unmarried couple Average Household Size Do you have children at home under age 6 No Yes Do you have children at home between age 6 and 18 No Yes Within the next five years would you like to move into another home in the Aspen area No Yes What is the total monthly rent or mortgage payment for your residence None, do not pay rent or mortgage $250 - $499 $500 - $749 $750 - $999 $1000 - $1249 $1250 - $1499 $1500 - $1749 $1750 - $1999 $2000 or more Median What is the total annual income of all household members combined Under $25,000 $25,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 $100,000 - $149,999 $150,000 or more Median How far do you travel to work one way 40% Less than 1/4 mile 15% 41% 1/4 to 1/2 mile 13% 2% 1/2 to 1 mile 16% 8% 1 to 2 miles 22% 9% 2 to 5 miles 27% More than 5 miles 7% 2.1 Which best describes your satisfaction with your current residence 85% 1 -Very Satisfied 51 15% 2 -Somewhat Satisfied 37% 3 -Somewhat Dissatisfied 9% 4 -Very Dissatisfied 3% 81 % Rate the following for where you live 19% Average 1-Not at all Satisfied to 5 -Very Satisfied TYPE OF UNIT SIZE OF UNIT SUNLIGHT 41 % NUMBER OF BATHROOMS 59% wlNDOws SIZE OF BATHROOMS KITCHEN HEATING SYSTEM 5% CLOSET SPACE G% INTERIOR FINISH 21 % APPLIANCES 24% STORAGE 20% ENERGY EFFICIENCY 8% 6% DUMPSTER/TRASH REMOVAL 4% LAUNDRY FACILITIES 6% EXTERIOR APPEARANCE $929 LANDSCAPING EXTERIOR LIGHTING PARKING COMMON AMENITIES 6% 32% PLAY AREAS 30% PETS 16% 14% LOCATION 1 p/0 PROXIMITY TO BUS STOPS $63, 012 BIKE PATH/TRAIL ACCESS SENSE OF SAFETY NEIGHBORHOOD SURROUNDING USES SOUND LEVELS 3 3.6 3.5 3.4 3.4 3.3 3.3 3.3 3.3 3.1 9 .8 .8 8 8 3.6 3.4 3.4 3.4 3.3 3.2 3.2 3.2 4.6 4. 4.5 . r- %- - 4.3 <<., . _ ~.~ 0 1 2 3 4 5 RRC Associates/Rees Consulting Page 62 Rental Group 1: Alpina Haus, Aspen Country Inn, Beaumont (Hospital), Maroon Creek Club Which best describes your household I live alone Family members only Family members and unrelated roommates Unrelated roommates Unmarried couple Average Household Size Do you have children at home under age 6 No Yes Do you have children at home between age 6 and 18 No 86% Yes 14% 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 TYPE OF UNTT 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 PROXIMTTY TO BUS STOPS LOCATION BIKE PATH/I'RAIL ACCESS NEIGHBORHOOD SENSE OFSAFETY SURROUNDING USES SOUND LEVELS 3 3. 3. 3.5 3.4 3.4 3.2 3.2 3.1 3.1 3.0 3.0 .9 8 4.0 9 9 s 3. 3.3 3.1 3.0 s a ~r rr ~ -t'~ 4.5 4.3 4.3 - 4.3 ,~,. 5r, 4.2 yr 4.1 3.4 0.0 1.0 2.0 3.0 4.0 5.0 How far do you travel to work one way 67% Less than 1/4 mile 16% 22% 1/4 to 1/2 mile 6% 0% . 1/2 to 1 mile 9% 3% 1 to 2 miles 22% 8% 2 to 5 miles 31 More than 5 miles 16% 1.7 Which best describes your satisfaction with your current residence 1 -Very Satisfied 57% 2 -Somewhat Satisfied 31 3 -Somewhat Dissatisfied 6% 4 -Very Dissatisfied 6% Rate the following for where you live Average 7 -Not at all Satisfied to 5 -Very Satisfied 89% 11% RRC Associates/Rees Consulting Page 63 Rental Group 2: Mountain Oaks, Hunter Longhouse, Ute City Place, Ullr Commons Which best describes your household I live alone 43% Family members only 21 Family members and unrelated roommates 0% Unrelated roommates 29% Unmarried couple 7% Average Household Size Do you have children at home under age 6 No Yes Do you have children at home between age 6 and 18 No Yes How far do you travel to work one way Less than 1/4 mile 54% 1/4 to 1/2 mile 12% 1/2 to 1 mile 12% 1 to 2 miles 15% 2 to 5 miles 8% More than 5 miles 0% 1.6 Which best describes your satisfaction with your current residence 93% 1 -Very Satisfied 32% 7% 2 -Somewhat Satisfied 43% 3 -Somewhat Dissatisfied 25% 4 -Very Dissatisfied 0% 96% Rate the following for where you live 4% Average 7 -Not at all Satisfied to 5 -Very Satisfied TYPE OF UNTF Within the next five years would you like to sizEOFUNrr move into another home in the Aspen area wINDOws No 26% sUNLiGHT YeS 74% INTERIOR FINISH HEATING SYSTEM What is the total monthly rent for your STORAGE residence ENERGY EFFICIENCY None, do not pay rent 4% NUMBER OF BATHROOMS $250 - $499 $% SIZE OF BATHROOMS $500 - $749 8% CLOSET SPACE $750 - $999 50% APPL~cEs $1000 - $1249 19% xrrcHEN $1250 - $1499 8% $1500 - $1740 DUMPSTER/TRASH REMOVAL $1750 - $1999 EXTERIOR APPEARANCE $2000 or more 4% EXTERIOR LIGHTING Median $901 PARxING LANDSCAPING What is the total annual income of all LAUNDRYFACIl,IT~S household members combined PLAYAREAs Under $25,000 12% COMMONAMENITIES $25,000 - $49,999 27% PETs $50,000 - $74,999 42% $75,000 - $99,999 4% PROXIM[TYTOBUS STOPS $100,000 - $149,999 12% LocAT10N $150,000 or more 4°/U BII{EPATH/TRAII,ACCESS Median $ 52, 000 NEIGI-IBORHOOD SENSE OF SAFETY SURROUNDING USES SOUND LEVELS 3 3. 3. 3.5 3.4 3.4 3.2 3.2 3.1 3.1 3.0 3.0 9 8 4.0 9 9 3 8 3. 3.3 3.1 3.0 s ~4e.', .., 4.5 4.3 ;, ., ice.: .'.. 4.3 v-;xf- 4.3 4.2 4.1 3.4 0.0 1.0 2.0 3.0 4.0 5.0 RRC Associates/Rees Consulting Page 64 Centennial Rental Units Which best describes your household I live alone 50% Family members only 16% Family members and unrelated roommates 0% Unrelated roommates 22% Unmarried couple 12% Average Household Size Do you have children at home under age 6 No Yes Do you have children at home between age 6 and 18 No Yes 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 $250 - $499 $500 - $749 $750 - $999 $1000 - $1249 $1250 - $1499 $1500 - $1749 $1750 - $1999 $2000 or more Median What is the total annual income of all household members combined Under $25,000 $25,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 $100,000 - $149,999 $150,000 or more Median How far do you travel to work one way Less than 1/4 mile 24% 1/4 to 1/2 mile 29% 1/2 to 1 mile 18% 1 to 2 miles 6% 2 to 5 miles 14% More than 5 miles 8% 1.7 Which best describes your satisfaction with your current residence 96% 1 -Very Satisfied 40% 4% 2 -Somewhat Satisfied 44% 3 -Somewhat Dissatisfied 16% 4 -Very Dissatisfied 0% 98% Rate the following for where you live 2% Average 1-Not at all Satisfied to 5 -Very Satisfied 0% 0% 0% 27% 20% 24% 16% 8% 4% $1,313 4% 24% 47% 11% 13% 0% $55,000 SUNLIGHT SIZE OF UNIT STORAGE TYPE OF UNIT NUMBER OF BATHROOMS CLOSET SPACE WINDOWS KTTCHEN HEATING SYSTEM SIZE OF BATHROOMS APPLIANCES INTERIOR FINLSH ENERGY EFFICIENCY DUMPSTER/TRASH REMOVAL EXTERIOR LIGHTING PLAY AREAS LANDSCAPING LAUNDRY FACII.ITIES COMMON AMENITIES PETS EXTERIOR APPEARANCE PARKING PROXIMTTY TO BUS STOPS BIKE PATH/TRAR. ACCESS LOCATION SENSE OF SAFETY NEIGHBORHOOD SURROUNDING USES SOUND LEVELS 4.0 .8 .s 3 7 3. 3.5 3.3 32 3.1 3.0 3.0 9 2.a 3.5 3.3 3.1 3.0 s 8 8 z7 2. 8 4. ,., 3 1. - .;~; 4.3 3.0 0.0 1.0 2.0 3.0 4.0 5.0 6.0 RRC Associates/Rees Consulting Page 65 Truscott Place Which best describes your household I live alone Family members only Family members and unrelated roommates Unrelated roommates Unmarried couple Average Household Size Do you have children at home under age 6 No Yes Do you have children at home between age 6 and 18 No Yes How far do you travel to work one way 75% Less than 1/4 mile 2% 15% 1/4 to 1/2 mile 6% 1/2 to 1 mile 10% 6% 1 to 2 miles 36% 4% 2 to 5 miles 36% More than 5 miles 10% 1.3 Which best describes your satisfaction with your current residence 96% 1 -Very Satisfied 41 4% 2 -Somewhat Satisfied 43% 3 -Somewhat Dissatisfied 10% 4 -Very Dissatisfied 6% 98% Rate the following for where you live 2% Average 1-Not at all Satisfied to 5 -Very Satisfied NUMBER OF BATHROOMS Within the next five years would you like to HEATING SYSTEM move into another home in the Aspen area slzEOFBATFmooMS NO 29% TYPE OF UNIT Yes 71 % xITCI-iFN ENERGY EFFICIENCY What is the total monthly rent for your slzEOFUNrr residence wINDOws None, do not pay rent O% INTERIOR FINISH $250 - $499 2% suNLIGHT $500 - $749 56% sroRAGE $750 - $999 21 % CLOSET SPACE $1000 - $1249 19% APPLIANCES $1250 - $1499 0% $1500 - $1749 0% DUMPSTER/TRASH REMOVAL $1750 - $1999 2% LAUNDRYFACII,ITIES $2000 or more 0% EXTERIOR LIGHTING Median $719 LANDSCAPING PLAY AREAS What is the total annual income of all coMMGNAMENrrtEs household members combined ExTERIORAPPEARANCE Under $25,000 10% PARKING $25,000 - $49,999 54% PETs $50,000 - $74,999 23% $75,000 - $99,999 6% BIICEP^TIIn'RAn,ACCESs $100,000 - $149,999 6% PROXIMTTYTOBUSSTOPS $150,000 or more 0% SENSE OF SAFETY Median $40 000 LOCATION SURROUNDING USES NEIGHBORHOOD SOUND LEVELS 3 3 6 4.0 .8 8 . 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 a.s 4.3 4.0 9 9 3 .8 3.2 0.0 1.0 2.0 3.0 4.0 5.0 RRC Associates/Rees Consulting Page 66 Castle Ridge Which best describes your household I live alone 37% Family members only 33% Family members and unrelated roommates 0% Unrelated roommates 13% Unmarried. couple 17% Average Household Size Do you have children at home under age 6 No Yes Do you have children at home between age 6 and 18 No Yes How far do you travel to work one way Less than 1/4 mile 14% 1/4 to 1/2 mile 7% 1/2 to 1 mile 14% 1 to 2 miles 45% 2 to 5 miles 17% More than 5 miles 3% 1.9 Which best describes your satisfaction with your current residence 87% 1 -Very Satisfied 14% 13% 2 -Somewhat Satisfied 64% 3 -Somewhat Dissatisfied 14% 4 -Very Dissatisfied 7% 93% Rate the following for where you live 7% Average 1 -Not at all Satisfied to 5 -Very Satisfied NUMBER OF BATHROOMS TYPE OF UNTO Within the next five years would you like to move into another home in the Aspen area sIZEOFUNrr NO 7% STORAGE Yes 93% SIZE OF BATHROOMS SUNLIGHT HEATING SYSTEM What is the total monthly rent for your residence CLOSET SPACE None, do not pay rent 0% KTCCHEN $250 - $499 3% APPLIANCES $500 - $749 30% wINDOws $750 - $999 10% INTERIORFINIBH $1000 - $1249 4O% ENERGY EFFICIENCY $1250-$1499 13% $1500 - $1749 3% DUMPSTER/TRASHREMOVAL $1750 - $1999 O% LAUNDRYFACB.ITIES $2000 or more O% EXTERIOR APPEARANCE Median $1,152 PARKING EXTERIOR LIGHTING What is the total annual income of all LANDSCAPING household members combined PLAY AREAs Under $25,000 7% COMMONAMENTTIES $25,000 - $49,999 43% PETS $50,000 - $74,999 21% $75,000 - $99,999 110,(° BncEPATi-vTRAn.ACCESs $100,000 - $149, 999 1 g% PROXIMITY TO BUS STOPS $150,000 or more ~% SENSE OF SAFETY Median $46,096 LOCATION NEIGHBORHOOD SURROUNDING USES SOUND LEVELS 4.1 3 8 s 3.5 3.4 3.3 3.2 3.2 3.1 3.1 3.0 2. z.z 3.1 3.1 3.0 3.0 s 8 2. 2. 2.4 _.:;. i .t: ~.. : 4. a. a r. 4.4 r:~~ a.a ,.au~ s' :ia.' 4.2 4.0 3.2 0.0 1.0 2.0 3.0 4.0 5.0 RRC Associates/Rees Consulting Page 67 Ownership Group 1: Annie Mitchell, Benedict Commons, Hunter Creek Which best describes your household I live alone 44% Family members only 29% Family members and unrelated roommates 0% Unrelated roommates 15% Unmarried couple 12% Average Household Size Do you have children at home under age 6 No Yes Do you have children at home between age 6 and 18 No Yes How far do you travel to work one way Less than 1/4 mile 21% 1/4 to 1/2 mile 15% 1/2 to 1 mile g% 1 to 2 miles 21% 2 to 5 miles 30% More than 5 miles 3% 1.7 Which best describes your satisfaction with your current residence 94% 1 -Very Satisfied 50% 6% 2 -Somewhat Satisfied 38% 3 -Somewhat Dissatisfied 9% 4 -Very Dissatisfied 3% 91 % Rate the following for where you live 9% Average 1-Not at all Satisfied to 5 -Very Satisfied HEATING SYSTEM Within the next five years would you like to suNLIGHT move into another home in the Aspen area `SOWS NO 32% TYPE OF UNIT Y@S 68% CLOSET SPACE STORAGE What is the total monthly mortgage xrrcHEN payment for your residence APPLIANCES None, do not pay mortgage 15% ENERGY EFFICIENCY $250 - $499 21 % NUMBER OF BATHROOMS $500 - $749 47% SIZE of uNrr $750 - $999 g% SIZE OF BATHROOMS $1000 - $1249 g°/p INTERIOR FINISH $1250 - $1499 p% $1500 - $1749 0% PARxING $1750 - $1999 Q°/p DUMPSTERlI'RASHREMOVAL $2000 or more Q% EXTERIOR LIGHTING Median $600 COMMON AMENITIES LAUNDRY FACILTTIES What is the total annual income of all LANDSCAPING household members combined PETs Under $25 000 6% , EXTERIOR APPEARANCE $25,000 - $49 999 31% , $50,000 - $74,999 28% PLAY AREAS $75,000 - $99 999 25% ' , $100,000 - $149,999 6% BIKEPATHlI RAILACCESS $150,000 or more 3% PROXIMITY TO BUS STOPS Median $60 000 LOCATION , SENSE OF SAFETY - NEIGHBORHOOD SURROUNDING USES SOUND LEVELS 3 3 3. 3.4 3.3 3.3 3.3 3.2 3.1 3.1 3.1 3. I 8 7 7 4.1 4.0 4.0 3 7 3. 3.5 3.4 3.2 3.1 8 4.5 ` 4.5 4.4 . 4.3 4.1 ^.4 0.0 1.0 2.0 3.0 4.0 5.0 6.0 RRC Associates/Rees Consulting Page 68 Ownership Group 2: Common Ground, Lone Pine, Midland Park, Williams Woods Which best describes your household I live alone 40% Family members only 55% Family members and unrelated roommates 0% Unrelated roommates ~ 0% Unmarried couple 5% Average Household Size Do you have children at home under age 6 No Yes Do you have children at home between age 6 and 18 No Yes How far do you travel to work one way Less than 1/4 mile 19% 1/4 to 1/2 mile 19% 1/2 to 1 mile 31% 1 to 2 miles 6% 2 to 5 miles 19% More than 5 miles 6% 2.1 Which best describes your satisfaction with your current residence 83% 1 -Very Satisfied 62% 17% 2 -Somewhat Satisfied 33% 3 -Somewhat Dissatisfied 3% 4 -Very Dissatisfied 3% 73% Rate the following for where you live 27% Average 7 -Not at all Satisfied to 5 -Very Satisfied suNLIGxT Within the next five years would you like to TYPE of uxrr move into another home in the Aspen area Ws1DOWS No 64% APPLIANCES Yes 36% SIZE of uNrr KTTCHEN What is the total monthly mortgage NUMBER OF BATHROOMS payment for your residence CLOSET SPACE None, do not pay mortgage 14% SIZE OF BATHROOMS $250 - $499 11% INTERIORFwISx $500 - $749 22% HEATING SYSTEM $750 - $999 14% STORAGE $1000 - $1249 17% ENERGY EFFICIENCY $1250 - $1499 17% $1500 - $1749 g% LANDSCAPING $1750 - $1999 0% LAUNDRY FACILITIES $2000 or more O% EXTERIOR APPEARANCE Median $793 DUMPSTER/TRASH REMOVAL COMMON AMENITIES What is the total annual income of all PARxING household members combined PETS Under $25,000 3% EXTERIOR LIGHTING $25,000 - $49,999 22% PLAYAREAs $50,000 - $74,999 25% $75,000 - $99,999 25% BncEPATxrrRnn.ACCESs $100,000 - $149,999 25% PROXIMITY TO BUS STOPS $150,000 or more 0% LOCATION Median $72,500 SENSE OF SAFETY SURROUNDING USES NEIGHBORHOOD SOUND LEVELS 3 3 3.5 3.4 3.2 3.2 3.2 9 2. 2.4 4.3 a.o .9 7 7 a.z a.I a.I 8 3. 3.5 3.5 3.4 3.4 9 .s 4 7 'ice 4. ~. .8 0.0 1.0 2.0 3.0 4.0 5.0 6.0 RRC Associates/Rees Consulting Page 69 Ownership Group 3: Five Trees, Little Ajax, Snyder, Stillwater, Williams Ranch Which best describes your household I live alone 14% Family members only 81% Family members and unrelated roommates 2% Unrelated roommates 0% Unmarried couple 2% Average Household Size Do you have children at home under age 6 No Yes Do you have children at home between age 6 and 18 No Yes 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 $250 - $499 $500 - $749 $750 - $999 $1000 - $1249 $1250 - $1499 $1500 - $1749 $1750 - $1999 $2000 or more Median What is the total annual income of all household members combined Under $25,000 $25,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 $100,000 - $149,999 $150,000 or more Median How far do you travel to work one way Less than 1/4 mile 17% 1/4 to 1/2 mile 10% 1/2 to 1 mile 22% 1 to 2 miles 24% 2 to 5 miles 24% More than 5 miles 2% 3.1 Which best describes your satisfaction with your current residence 74% 1 -Very Satisfied 88% 26% 2 -Somewhat Satisfied 9% 3 -Somewhat Dissatisfied 2% 4 -Very Dissatisfied 0% 42% Rate the following for where you live 58% Average 1-Not at all Satisfied to 5 -Very Satisfied 0% 0% 5% 16% 16% 13% 8% 16% 27% $1,450 0% 17% 14% 29% 31% 9% $90,000 TYPE OF UNTO SUNLIGHT SIZE OF UNIT wlNDOws NUMBER OF BATHROOMS KITCHEN CLOSET SPACE INTERIOR FINISH SIZE OF BATHROOMS HEATING SYSTEM APPLIANCES ENERGY EFFICIENCY STORAGE PETS EXTERIOR APPEARANCE DUMPSTER/CRASH REMOVAL LANDSCAPING COMMON AMENTCIES EXTERIOR LIGHTING LAUNDRY FACB.TTIES PARKING PLAY~AREAS LOCATION SENSE OF SAFETY SURROUNDING USES NEIGHBORHOOD BIICE PATH/TRAII, ACCESS SOUND LEVELS PROXIMITY TO BUS STOPS 4. 4.4 4.4 a.o 9 .8 8 3. 3.5 3.5 3.4 3.4 3.3 . 4.5 4.1 9 s 8 8 3.5 3.5 3.5 9 9 ~ ::. 0' .9 s ~' '~ a. H ~~'rac- 4.5 0.0 1.0 2.0 3.0 4.0 5.0 6.0 RRC Associates/Rees Consulting Page 70 Centennial Ownership Which best describes your household I live alone 40% Family members only 38% Family members and unrelated roommates 0% Unrelated roommates 2% Unmarried couple 19% Average Household Size Do you have children at home under age 6 No Yes Do you have children at home between age 6 and 18 No Yes How far do you travel to work one way Less than 1/4 mile 8% 1/4 to 1/2 mile 15% 1/2 to 1 mile 25% 1 to 2 miles 15% 2 to 5 miles 30% More than 5 miles 8% 1.8 Which best describes your satisfaction with your current residence 98% 1 -Very Satisfied 44% 2% 2 -Somewhat Satisfied 41 3 -Somewhat Dissatisfied 7% 4 -Very Dissatisfied 7% 88% Rate the following for where you live 12% Average 1 -Not at all Satisfied to 5 -Very Satisfied SUNLIGHT Within the next five years would you like to TYPE OF UNIT move into another home in the Aspen area ~~EROFaATI-,ROOMS No 54% slzE of uxrr YeS 46% STORAGE WINDOWS What is the total monthly mortgage I~TCI->EN payment for your residence INTERIORFINISH None, do not pay mortgage 11 % APPLIANCES $250 - $499 3% SIZE OF BATHROOMS $500 - $749 26% HEATING SYSTEM $750 - $999 2G% CLOSET SPACE $1000 - $1249 32% ENERGY EFFICIENCY $1250 - $1499 0% $1500 - $1749 p% PETS $1750 - $1999 3% DUMPSTER/I'RASHREMOVAL $2000 or more 0% LAUNDRYFACIl,ITIEs Median $800 EXTERIOR LIGHTING LANDSCAPING What is the total annual income of all PARKING household members combined PLAY AREAS Under $25,000 O% EXTERIOR APPEARANCE $25,000 - $49,999 21% conavloNAMENrr>Es $50,000 - $74,999 51 $75,000 - $99,999 23% LocATION $100,000 - $149,999 3% BncEPATHn'RAU,ACCESs $150,000 or more 3% SENSE OF SAFETY Median $60 OQQ PROXIMITY TO BUS STOPS SURROUNDING USES NEIGHBORHOOD SOUND LEVELS 3 3. 3.3 3.2 3.2 3.1 3.1 3.0 .9 2. z.l 4.1 8 8 ' 9 9 9 3.6 3.4 3.4 3.3 3.1 3.0 4. ~~~ ~ a. ~.~~ a. ,..... a. a ' 4.4 4.4 3.0 0.0 1.0 2.0 3.0 4.0 5.0 RRC Associates/Rees Consulting Page 71 Burlingame Ranch Which best describes your household I live alone 13% Family members only 80% Family members and unrelated roommates 3% Unrelated roommates 0% Unmarried couple 5% Average Household Size Do you have children at home under age 6 No Yes Do you have children at home between age 6 and 18 No Yes 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 $250 - $499 $500 - $749 $750 - $999 $1000 - $1249 $1250 - $1499 $1500 - $1749 $1750 - $1999 $2000 or more Median What is the total annual income of all household members combined Under $25,000 $25,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 $100,000 - $149,999 $150,000 or more Median How far do you travel to work one way Less than 1/4 mile 0% 1/4 to 1/2 mile 5% 1/2 to 1 mile 8% 1 to 2 miles 34% 2 to 5 miles 47% More than 5 miles 5% 2.9 Which best describes your satisfaction with your current residence 41 % 1 -Very Satisfied 54% 59% 2 -Somewhat Satisfied 39% 3 -Somewhat Dissatisfied 7% 4 -Very Dissatisfied 0% 80% Rate the following for where you live 20% Average 1 -Not at all Satisfied to 5 -Very Satisfied 0% 3% 8% 24% 24% 8% 8% 5% 22% $1, 200 0% 29% 39% 18% 11% 3% $60,000 ENERGY EFFICIENCY SIZE OF UNIT KTTCHEN SIZE OF BATHROOMS HEATING SYSTEM SUNLIGHT TYPE OF UNIT wlNDOws INTERIOR FINISH NUMBER OF BATHROOMS CLOSET SPACE STORAGE APPLIANCES LAUNDRY FACIl,ITO=.S DUMPSTER/I'RASHRFMOVAL EXTERIOR APPEARANCE COMMON AMENITIES PETS EXTERIOR LIGHTING PLAY AREAS LANDSCAPING PARKING SENSE OF SAFETY NEIGHBORHOOD PROXIMITY TO BUS STOPS LOCATION BIKE PATH/TRAII. ACCESS SURROUNDING USES SOUND LEVELS a. 4.4 4.3 4.3 4.3 4.2 4.2 4.1 4.1 4.0 4.0 8 8 a. .9 s 3.4 3.2 3.2 9 2. 2.2 4. ~~~„': 4. 4. 4.5 4.5 4.4 4.0 0.0 1.0 2.0 3.0 4.0 5.0 RRC Associates/Rees Consulting Page 72 Smuggler Subdivision Which best describes your household I live alone 26% Family members only 39% Family members and unrelated roommates 13% Unrelated roommates 13% Unmarried couple 10% Average Household Size Do you have children at home under age 6 No Yes Do you have children at home between age 6 and 18 No Yes How far do you travel to work one way Less than 1/4 mile 11% 1/4 to 1/2 mile 25% 1/2 to 1 mile 32% 1 to 2 miles 11% 2 to 5 miles 21% More than 5 miles 0% 2.5 Which best describes your satisfaction with your current residence 97% 1 -Very Satisfied 77% 3% 2 -Somewhat Satisfied 16% 3 -Somewhat Dissatisfied 6% 4 -Very Dissatisfied 0% 84% Rate the following for where you live 16% Average 7 -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 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 AMENI'T'IES PLAY AREAS LOCATION SENSE OF SAFETY PROXIMITY TO BUS STOPS BIKE PATH/I'RAII, ACCESS NEIGHBORHOOD SURROUNDING USES SOUND LEVELS 4.3 4.3 a. t 4.0 a.o 4.0 4.0 .9 .9 37 37 3.5 3.5 4.5 4.1 a.l a.l a.l 8 s 3. 3. ~,~, „ ~.1, . ~..-~ „~< s .• x._ .8 .:,~ , a 4. 4. 4.1 0.0 1.0 2.0 3.0 4.0 5.0 6.0 RRC Associates/Rees Consulting Page 73 Aspen Highlands Village Which best describes your household I live alone 14% Family members only 75% Family members and unrelated roommates 7% Unrelated roommates 0% Unmarried couple 4% Average Household Size Do you have children at home under age 6 No Yes Do you have children at home between age 6 and 18 No Yes How far do you travel to work one way Less than 1/4 mile 13% 1/4 to 1/2 mile 0% 1/2 to 1 mile 4% 1 to 2 miles 29% 2 to 5 miles 33% More than 5 miles 21% 2.9 Which best describes your satisfaction with your current residence 69% 1 -Very Satisfied 43% 31 % 2 -Somewhat Satisfied 46% 3 -Somewhat Dissatisfied 11% 4 -Very Dissatisfied 0% 33% Rate the following for where you live 67% Average 1 -Not at all Satisfied to 5 -Very Satisfied NUMBER OF BATHROOMS Within the next five years would you like to SIZE OF BATHROOMS move into another home in the Aspen area TYPE OFUNrr No 44% sIZE of IrNrr Yes 56% KrrcHEN SUNLIGHT What is the total monthly mortgage WOWS payment for your residence CLOSET SPACE None, do not pay mortgage 0% INTERIOR FINISH $250 - $499 0% HEATING SYSTEM $500 - $749 12% ENERGY EFFICIENCY $750 - $999 16% APPLIANCES $1000 - $1249 28% sTORAGE $1250 - $1499 8% $1500 - $1749 28% LAUNDRY FACILITIES $1750 - $1999 O% DUMPSTERlTRASHREMOVAL $2000 or more 8% EXTERIOR APPEARANCE Median $1,200 PLAY AREAS PARKING What is the total annual income of all LANDSCAPING household members combined coMMONAMENrrIEs Under $25,000 4% EXTERIOR LIGHTING $25,000 - $49,999 27% PETS $50,000 - $74,999 23% $75,000 - $99,999 27% PROXIMITY TO BUS STOPS $100,000 - $149,999 1g% SENSE OF SAFETY $150,000 or more p% LocATION Median $70 000 BIlCEPATHlI'RAQ,ACCESS NEIGHBORHOOD SURROUNDING USES SOUND LEVELS 4.3 4.0 9 a.l a.o 4.3 4.0 37 37 a.o 3.5 9 3.5 a.I 4.5 a 3. 4.1 4.1 3. s a.l 8 v:_ 8 9 .u~'. 8 4. -' 4. 4.1 0.0 1.0 2.0 3.0 4.0 5.0 6.0 RRC Associates/Rees Consulting Page 74 Appendix B -Survey Forms RRC Associates/Rees Consulting Page 75 MEMORANDUM TO: Mayor and City Council FROM: Amy Guthrie, Historic Preservation Officer RE: Historic Preservation Task Force Update DATE: December 9, 2008 SUMMARY: This worksession is an update to City Council on the progress of the Historic Preservation Task Force. The Task Force welcomes input from Council on the work undertaken to date. Ordinance #48, Series of 2007 called for the establishment of a Historic Preservation Task Force. Council appointed 24 members in February 2008, two of whom later resigned due to other commitments. The full Task Force has met 14 times. After a community forum in June generated almost 180 issues, ideas, or topics for the group to address, the following committees were formed; Philosophy of Historic Preservation, Criteria for Designation, Voluntary vs. Involuntary Designation, Historic Districts, Economics and Incentives, Architecture, and Public Outreach. The entire group took on the philosophical discussion of "why" and "what" to preserve on August 14`", after which the committees began their efforts to become experts on specific aspects of preservation that are important to the future of our program. Each Task Force member has volunteered for committees, some joining one and others participating in all five. Almost 50 committee meetings have been held and of late there have been as many as four HISTORIC PRESERVATION TASK FORCE per week. The commitment made by these volunteers is tremendous. In November the committees presented preliminary reports to the larger group. These reports, and examples of work products to date will be presented to Council by the Chair and Vice-Chair of the Historic Preservation Task Force; Bill Stirling and Tom Todd. The following page is a summary of the budget required for this project. We are currently comfortably within the funds approved by Council. The Task Force should discuss any additional assistance that will be needed in working towards a final presentation of their recommendations. 1 Aspen Historic Preservation Task Force Budget Summary $77,000 Allocated by City Council Projected Budget Expenditure to date General support Food 9000.00 6100.00 Creation of website 6000.00 3550.00 Newspaper ads 6000.00 3810.00 Taping and broadcasting by Grassroots 5500.00 3250.00 Creation of logo 2310.00 2310.00 Misc. meeting venue rentals 500.00 400.00 Learnine opportunities and expert input Leslie Lamont- Facilitation 15000.00 8425.00 Aspen Institute presentation by 3 national preservation experts 7250.00 7250.00 (Venue, food, speaker hotels, fees, and airfare) Preservation ordinance consultant for Criteria Committee 2500.00 0.00 (Fees, hotel, airfare) Given Institute presentation by National Trust Directors 2500.00 2500.00 ( Venue, food, speaker hotels, etc.) Case studies, impact of designation for Economics Committee 1625.00 1350.00 Misc. speaker fees 2000.00 1000.00 Bus tour 1300.00 1300.00 (Bus, lunch, printed guide) TOTAL 61485.00 41245.00 0 0 ~ o N ~_ E N O M N R N ~ N N N ~- -~ M N d ' N N ~ M N N N ~ M ~ ti U ~ 4 O r C O ~+ CC 'u i c~a X ~ >C ' >S ~ a u i L~, a> L U L Q ~ L +.+ . y O + ~ `~ N r m U O N ~.. tr • ~ O L r''. U >C ~C ~C yC ~C X >C >C ryC >C >C >C ~C M o .~ ~ ~ ti N . ~ L ~.,~'' ~' C O ~ O U ~ ~ ~ C >C >C X 5C X X ~ ?C ~G yC L R ~ O + + C ~ ~ y G "" ~ ~ •~ O ~ 3 w ~ y o E ~ o ~ O >C >C >C >C >C DC yC >C yC 5C >G 7C >C M ~" ~ .~ ~ W O `~ U ~ 3 °~ W ~ ~ ~ W ~ ;~ ~ ~ ~ `~ U ~ ~ ~ ~ as ~, ~ a ~ Y ro ~ ~ ~ ~ - d ~ ~ ~ ~ ~ o. ~ o ~ ~ ~ ~ ~ ~- ~ o~ o °~ ~ `~ ~ d a~ ~ ~ - ~ ~ ~ ~ ~ ~ ~ a~ ~ * ~ , a~ ~ : F-~ 1. criteria committee update members: Marsha Cook, Gilbert San- chez, Michael Behrendt, Penny Evans Car- ruth, Yasmine dePagter, Michael Hoffman, Junee Kirk, Lisa Markalunas, Ann Mullins, Joe Myers, Suzannah Reid, Bill Wiener & Jack Wilke concepts under discussion: 1. There is a feeling among many that while Rustic Architecture should be preserved, it may not be as important as Victorians and Chalets and a hierarchy with these styles may be needed. goals: Criteria should be "Understandable, Predictable and Defendable" Tasks include but are not be limited to: 1. Determine what has happened since WWII that justifies preservation 2. Determine appropriate categories to preserve 3. Create criteria for each category i 4. Evaluate buildings/structures/etc. based on criteria work product to date: Issues reviewed by the committee: 1. Aspen's history - is it a story worthy of preserving? 2. Building styles since WWII 3. Identification of miscellaneous poten- tial resources see reverse side for straw poll results and discussion updates attachments: a. aspen historical timeline b. chalet timeline c, rustic timeline d, modern timeline e, collage of photographs representing body of work for each style- to be pre sented at meeting 2. Some believe that the threshold for desig nation of Wrightian and Modern should be higher than some of the other styles previ ously reviewed. One suggestion is to have two categories: Structures that should abso lutely be preserved and one for structures that are eligible or can be considered. 3. It has been suggested that we consider a tiered policy, some styles being involuntary and others voluntary. It was further sug Bested that WWII be the cut off for involun tart'. No resolution. outstanding topics: 1. Identification of other potential historic resources 2. Presentation of case laws by Michael Hoff man on December 3 3. Work plan for developing criteria with review by the subcommittee 4. Evaluate buildings/structures attached to Ordinance 48 5. Recommend process for evaluating other appropriate structures based on criteria next steps: 1. Discuss/formulate recommendation for items identified under "Concepts under discussion/consideration" 2. Task Force to provide direction (an outline of criteria topics for each building style) for a consultant based on item #1 in this sec tion. 3. Retain a consultant to prepare detailed criteria. 4. Review criteria. 5. Prepare majority and minority position reports. 1. criteria committee update straw results/discussion updates: 1. The Criteria Committee will not address Item #1 on the Criteria for Designation: 26.415.030.6 of the Aspen Municipal Code. All 100-year-old properties in Aspen have been designated. 2. The Criteria Committee supports the recommendation by the Voluntary/Involuntary Committee that we will not review/address properties that have already been designated. 3. The architectural and cultural influences that were significant in Aspen in the 40's, 50's and 60' and how they translated into the bui/dings of the period is a story worth telling. ~~~ ~ ~ 11 YES ~ 1 NO 4. Chalets represent Aspen's history and are worth preserving. - ~,u. 10 YES MONO 5. Rustic style architecture, which includes simple log cabins and Pan Abodes, was separated into two categories. Log homes represent Aspen's history and are worth preserving. -t 7 YES 10 NO Pan Abodes represent Aspen's history and are worth preserving. =~ 6 YES 0 NO 6. Modern structures represent Aspen's history and are worth preserving. 7 YES 0 NO Wrightian structures represent Aspen's history and are worth preserving. 4 YES 2 NO 7. Modern Chalets represent Aspen's history and are worth preserving. ..w... 8 YES 2 NO 8. The committee recommends the addition of the Wienerstube to any list of potential historic resources. 7 YES 3 ABSTAIN 9. The committee recommends that the current ownership structure should have no bear ing on determining historical significance. ----- ~ 7 YES 2 ABSTAIN W W r TI ~j~~~ ~Y. ^ Z~' ~°~... r. i af Y ~ ~ ~ ,~~_ __~ y S . ~ ; F 00 O N c ~ { C ~ ; y a ~ _ II ` _- ~ ~ i 3 i , T s '~ U O I ~L E 1 J-~ E~ - E r----------- 1 _ __ 1 L ~S 4 iAi ' R 4 i c L i}ii} ~ ? £ I ~s ( cc' £ ~y =~ I:. ~~ ': :[ 1 ~! x ~, ._----- ~--- '3 $~.s a E . 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X ~.u Z 0 ~6~ a Z f 5 :a ~ fi a d a £ & ; ~m re 3£ o. y wo 9~ ~2,£r~~ 53 ;s ~~ ~ '~ eg4~" s~~ ~ u~ ~~, ~r ~ ~~ ~ ~' ~ ~ y=~~ ~~ ~~ a~~ n$ s fO `"gt~o ~^V 3 r"dg~ ~ Ij ~ ~ g a ;, .~ ~ ,. ~~ +1 P 20 ~ 1 y ~ . ~•~ r ',x ~~~3 ~, a :~ gY~ ~8 r~~ " '° a ~ °' n$ E c m~ o q m«cE ° d ~'~ m m ~ Q gB 3 ~$ `i g 4 m;o~U 64 ~n ~ ~ pa 99{{ u ~Y~~ °0 '' ~2~ 9 °4r ~ Q'b '~ ~ S 2. voluntary/ involuntary committee update members: Mike Maple, Michael Beh- rendt, Penny Evans Carruth, Marsha Cook, Yasmine dePagter, John Kelly, Lisa Markalu- nas, Joe Myers, Suzannah Reid, Bill Wiener goals: Prepare a policy recommendation on involuntary versus voluntary designation of historical structures/ properties in Aspen. concepts under discussion: 1. Are the needs of the community more im ports nt than the individua I? Can they be compatible? 2. S hould the City des ignate a property with out owner consent? 3. At what cost should we have involuntary designation? 1. A presentation of the recommenda- tions, including majority and minority opinions, will be given to the full Historic Preservation Task Force for review and ',approval. 2. Minority and Majority opinions will be ~~ included in the Task Force recommenda- tions to City Council. work product to date: ]oe Myers produced a continuum of Involuntary/Voluntary HP policies. While there are likely many variations of the 13 identified Involuntary/ Volun- ta ry H P policies, this continuum is a n appropriate place to-start any review of Involuntary versus Voluntary HP poli- cies. We have had lively discussion about a broad variety of voluntary/ involuntary considerations, psychological and eco- nomic impacts and unintended conse- quences of Historic Preservation Poli- cies. attachments: a. Joe Meyers' continuum 4. S hould there be involuntary designation for post WW II structures? 5. How can we incentivize owners to volun tarily participate in historic designation? next steps: While we have not settled on or crafted a policy on voluntary/involuntary designation of Post World War II properties, no change is proposed to involuntary designation of previ- ously dedicated and Victorian/100 year old plus properties. The Committee has indicated the pro- cess must be fair in process and in economic implication. In some cases, HP policies~ncentives have likely encouraged development. New policies/incentive such as outright purchase and non development benefits should be considered. see reverse side for straw poll results and discussion updates 2. voluntary/ involuntary. committee update straw results/ discussion updates 1. Future policy regarding voluntary/involuntary will apply only to undesignated properties. Existing landmarked property status is not subject to change. 7 YES 0 NO 1 ABSTAIN 2, No property should be designated without pub/ic process and appeal process. ,..,.: ~ 9 YES 0 NO 3. Should the economic impact of Historic Designation of a property be considered in involuntary/voluntary designation (reference 2000 AACP - "....reason, ba/ante, predictability and economic fairness...")? ,. ~~ 5 YES 0 NO~ 2 ABSTAIN 4. Would you support a Voluntary HP program for Post WW II properties with appropriate incentives? =.~V ~. ~! 4 YES 1 ABSTAIN 5. Does being on list such Ordinance #48 create at /east short to intermediate term (6 - 12 month) psychological and financial burdens for Post WW II property owners? _ 3 ^'~'"j 7 YES ~° 0 NO 2 ABSTAIN 6. Shou/d HP Incentives be awarded to maintain approximate economic parity for an HP Designated property versus the same property unencumbered by HP Designation? ~~"' 9 YES ,1,N0 7. Shou/d HP Incentives awarded in an Involuntary and Voluntary HP Program be approximately the same? 9 YES 1 NO 8. In some cases, have HP Incentive awards created deve/opment opportunity and incentives versus non HP properties? =:1~ ,x ~, . ,.1 , 10 YES 9. As a precondition to consideration of an Invo/untary HP program for Post WW II properties, should the City of Aspen first HP designate all City of Aspen owned, Ordinance #48 listed properties? 9 YES 1 NO` 10. If an Involuntary HP program for Post WW II properties is considered, the Historic Criteria Standard should be set high, greatly reducing the list of Post WW IZ properties. a.. ,e:,~~ 4 YES 0 NO 5 ABSTAIN 11. Is the Aspen Community as we perceive It concerned with HP of Post WW IZ properties? 4 YES 6 NO 12. Is the Aspen Community as we perceive it concerned with a high level of construction/development activity? . , . ~. ~ - 10 YES 0 NO 13. Any Involuntary HP program for Post WW II properties Shou/d have demonstrated broad community support, (~' - _ 7 YES 3 NO 14. Should the City of Aspen consider creating a fund whereby targeted HP properties are purchased, designated and resold (or converted to Affordable Housing)? 9 YES 1 NO 15. Should the City ofAspen consider creating economic incentives such as property tax relief, grants, life estates, etc. to encour age property owners to maintain properties in the short/intermediate term without major re-development? ~. ,_ -~ ;-:,,r 9 YES 1 ABSTAIN 16. Does current City of Aspen Zoning create incentives for development? ,v ~, . ~-~ 0 NO 5 ABSTAIN 17. Should current City of Aspen Zoning (versus HP) be considered to mitigate incentives for development? 2 YES 3 NO 5 ABSTAIN Voluntary Involuntary Committee: Continuum 1. Involuntary Designation -no hearings -no incentives -no compensation 2. Involuntary Designation -no hearings -no incentives -no compensation -only lasts 10 years 1 3. Involuntary Designation -hearings -restoration incentives for residents to fix up and live there -no "speculative" development -loans -cash grants -tax incentives -no lot splits, additions, or TDRs 4. Involuntary Designation -hearings -compensation equal to loss in value due to designation -no "speculative" development -cash -TDRs 5. Involuntary Designation -create a single historic district and evaluate and designate properties - no demolition and replacement or renovation without HPC review and approval (Bill Stirling's Proposal) 10. Voluntary Designation -same as #9 but City has right of first refusal to buy the properties and authority to exercise eminent domain so as not to lose very important properties -Buy, designate with restrictions, and sell subject to designation 9. Voluntary Designation -Ordinance 48 -hearings required -current incentives available -cannot stop demolition or renovation (demolition delay) -retain for affordable housing 8. Involuntary Designation -Supermajority vote by City Council required for designation 7. Combination of Voluntary/Involuntary Designation -hearings -current incentives -allows spec development -some properties can be involuntary (based on style or integrity), others cannot, higher voting requirements for involuntary. 6. Involuntary Designation (Current for 19 Century) -hearings -current incentives -allows spec development, but compensates fairly 1.1. Voluntary Designation _~ -same as #10 but public referendum to set up revolving bond fund to buy properties, designate and sell subject to designation 12. Voluntary Designation -Create overlay (superior to zoning requirements) with neighborhood or block determination of maximum height, mass, and scale - similar to CC&R's in residential subdivisions. Voluntarily self-imposed by residents. (Bill Wiener's proposal) 13. Voluntary Designation Achieve preservation by downzoning in order to discourage scrape and replace (Michael Behrendt's proposal) 14. VoluntaN Designation -No preservation program -No incentives -No designation 3. historic districts committee update members: Lisa Markalunas, Yasmine dePagter, LJ Erspamer, Junee Kirk, Su Lum, Joe Myers, Bill Stiling, Bill Wiener goals: 1. Determine if existing historic districts should be expanded to cover other areas of the City of Aspen. 2. Determine if one or more historic dis- tricts are the appropriate preservation tool to address concerns about mass or scale or if there are other more appropriate methods. 3. Determine the legal requirements of historic districts. 4. Determine the impacts on the review process of expanding the historic districts. see reverse side for discussion updates and straw poll results outstanding topics: 1. Review legal requirements and owner con- sent issues of historic districts. 2. Recommend public outreach subcommittee move forward. Continue discussion of the impacts of new historic districts on review i, process. 5. Make a specific recommendation to the Historic Preservation Task Force regarding the possible expansion of historic districts within the City of Aspei 3. Identify possible historic or conservation dis- tricts and formulate a recommendation to the task force work product to date: Issues reviewed by the committee: 1. Reviewed possible historic districts within the City of Aspen. 2. Mapped possible historic districts, 19th Century and Post-WWII designated and potentially designated buildings. next steps: 1. Continue with weekly meetings to include presentations from city staff on legal issues and review requirements. 2. Projected completion: December, 2008. 3. Conducted discussions related to mass and scale in the context of a historic dis trict. 4. Reviewed historic district information from Crested Butte and Telluride. 5. Met with Nore Winter, a historic preserva- tion consultant responsible for develop- ing historic preservation guidelines and standards from the City of Apsen and other municipalities. attachments: a. Map of existing historic districts and existing zone districts within City of Aspen- to be presented at meeting b. Bulls eye graphic. 3 historic districts committee update discussion topics 1. Discussion of the history of existing districts and design standards. 2. Discussion of whether Residential Design Standards are sufficient to control building type and scale or if historic districts are a better way to go. 3. Discussion of whether historic districts are appropriate, and if they are not, if the Main Street and Commercial Core Districts should be continued. 4. Discussion of the equal treatment of all properties within an historic district vs. singling out desig- nated properties. 5. Discussion of Crested Butte program; similarities and differences. 6. Discussion of the possible need to expand deifintion of "contributing" to Post-WWII properties. 7. Discussion of context and compatibility of new construction. 8. Discussion of proposed historic district covering the original townsite. 9. Discussion of how to increase value of TDR so it is a more attractive option than maximum build-out. Suggestion of developing a central TDR clearinghouse. 10. Discussion to recommend Public Outreach sub-committee begin work to facilitate outreach between the Task Force, the Task Force subcommittees and the public. straw polls 10. Discussion of a proposed historic district from river to river to base of mountain. ,p ~_ 0 NO 11. Discussion of a proposed historic district covering the entire city limits. 3 NO 12. Discussion of landing TDRs outside of a possib/e historic district covering the original townsite. 5 YES 0 NO 13. Discussion and motion by Bill Stirling to consider a new hsitoric district from river to river to the base of Aspen Mountain with a newly appointed commission to review new con- struction and remodels based on modified design guidelines with the opportunity for final review and/or appeal to the City Council. Seconded by Su Lum. 4 YES 1 NO 1 ABSTAIN H~ 'f Outlying neighborhoods, discuss~a ~ s e ' ' to rema~ri :based oncheck xfiv.q ` ~~, ,~.,. admiriistered bystafE. Standardsm -q a yc ~,,,~ ~ amendment. _ - Corpmerc~af~ad`ge; ~~ ~ ~ -~"~ ,re ~. 4-~ essentially unchanged from updatie~p ces , as ~ ~~ c ~ 2007. ~~ I ~', ~r `xw~, ,~ ~,.: ;~ 1. e I '~ ~ _~ fonservation District or Historic District "Cite " rive to ~1 t, ~-~'~~• river, mountain to river. Discussion: Commercial/Lodge . ~ ~ as ~'°` -yk~ review to remain essentially unchanged from updated-.. ~ , ,, process adopted in 2007. New guidelines and design review ;; - process to be created for-all other. uses (i.e. residential,. ~~ ~, - i, institutional, etc.) Need to determine what board would it ``'~ ,;,: conduct the reviews and how workload would be managed. s; } -. ,~ Diminishing fntensityof review f ~~ y Existing Historic ~ u ~ n Districts, Commerctai , ~ ~= Core and Main Street ~. ~ `'~ . Discussion: review i ~:, process to remain .~. ~ essentially ~ '.;i3 ' unchanged. Should - ' State or National ~§' ~'. Register listing. be ,, , sought?) , ~. .ve ~ - ~` .; r'` 4 . r;k`. . ~ ,Y,. ~.' 4 ::x s _,. 4. economics & incentives committee update members: Michael Behrendt, Su Lum, Joe Myers, Lisa Markalunas, Ann Mullins, Yasmine dePaegter, Junee Kirk, Bill Weiner, Jack Wilke, Marsha Cook, Bill Sterling, Pam Cunningham, Mike Maple, Les Holst work product to date: work product continued: 3. Derek Skalko was engaged to analyze 6 post WWII properties to determine which presently available inventives would be valued at and would be appropriate for their historic preserva tion redevelopment. Two of these have been presented to the full task force: 1. We had public presentations from 9 experts on the economic impact of historic designs tion on properties. Presenters were local appraisers, assessors, real estate agents and planners. A video copy is available on loan from the historic preservation office. 2. A heroic subcommittee of Mullins, Maple and Sterling analyzed the incentives applied to 5 previously developed historic properties: 629 West Smuggler Street (Victorian) 304/320 West Hallam Street (Pan Abode/ Vic.) 631/635 West Bleeker Street (Vic. lot split) 308/310 Park Avenue (Rustic cabin lot split) 1295 Riverside Drive (Chalet lot split) The Mullins, Maple and Sterling, subcommit- tee concluded there were no apparent eco- nomic hardships on the owner/developers of the properties listed above; that the avail- able incentives were at least, if not more than, adequate. see reverse side .for straw poll results and discussion updates attachments: a. List of existing incentives for historic properties b. 2 examples of analysis by subcommittee of Mullins, Maple and Sterling- to be handed out at meeting c. 2 examples (drafts) from Skalko's project 211 West Hopkins Avenue 301 Lake Avenue Four more are nearly ready for presentation and evaluation: 624/626 West Francis Street 95 Westview 434 Pearl Court 219 South Third Street outstanding topics: 1. A subcommittee has formed and is in prog-'~ ress at developing a questionnaire and soliciting feedback from neighboring properties to evalu- ate any negative impact. 2. A subcommittee formed to develop a ques- tionnaire and solicit feedback from neighboring properties to evaluate any negative impacts. Possibility of hiring a fee appraiser to analyze the analysis completed by the subcommittee and consultant (Derek Skalko.) 3. Draw conclusions regarding the applicability of incentives to Post-World War II properties. tangential questions: 1. The foremost question might be the negative role the existing generous zoning and building codes play to preserving the historic town, its buildings, old-timers, scale and density. 2. What about the gap in benefits to people who do nothing? 3. Do the existing incentives harm authenticity? 4. Are the incentives just another driver of devel opment -which is harmful to authentic historic preservation? 4. economics & incentives committee update 1. Historic preservation of Victorians has been economically beneficial to Aspen and the property owners in most cases. ~"'= ~ 9 YES 0 NO 1 ABSTAIN 2. Protecting post WWII properties will be economically beneficial to Aspen and the property owners in most cases. °. -i • '; 4 YES 2 NO 4 ABSTAIN 3. If a historic district is instituted, demolition review should apply to all prop ernes within the district (city?). f w -'~ ~ 7 YES 3 NO 4. Demolition review should be limited only to those on the .Ordinance 48 list. YE 7 NO 3 ABSTAIN 5. We should continue the same incentives for post WWII residences as we have for Victorians. '~.` '~;~:~ _~; 6 YES 2 ABSTAIN 6. Incentives should be site-specific rather than general- i.e. if FAR has already been reached on a post WWII residence, this should be considered. ., t ,.,~, 9 YES 0 NO 1 ABSTAIN 7. Other issues, such as green building, scale of replacement building, and rewards for renovating rather than scaping or enlarging should be consid ered, 10 YES 0 NO 8. Development codes for the downtown core should not allow huge, high, lot line to lot line expansions to preserve our small town flavor. ~.~-~w ~ .. ,,> ~F~;.:. ~f~ 8 YES O NO 2 ABSTAIN BENEFITS (INCENTIVES) FOR HISTORIC DESIGNATED PROPERTIES (DRAFT DTD 11/10/08, NOT FINAL) CURRENTLY IN ASPEN Rehabilitation Loan Fund-interest free loan up to $2SK for rehab of neglected properties Conservation Easement Program ---owner grants easement to city giving up additional square footage development rights in return for a federal income tax deduction Dimensional Variances---yard setbacks, distance between buildings, exceed floor area by S00 SF, exceed site coverage up to S%, parking waivers, open space variances Historic Landmark Lot Split Waiver of Fees---Park Development Impact Fee (waived for new bedrooms), Affordable Housing Cash-in-lieu Fee (waived in certain circumstances) Conditional Uses---uses allowed in certain zone districts, only for landmarks, through Special Review Exemptions from the Growth Management Quota System for affordable housing Technical Assistance with tax credit applications, community initiated development and building codes Promotional Efforts in cultural heritage tourism, preservation honor awards, and historic markers Flexibility to lift building or otherwise accommodate construction of a basement, as well as a new addition. Flexibility in some cases to relocate a building on-site, and in much rarer instances, to relocate a building off' site. Transferable Development Rights (TDRs)-aright to sell unused FAR to another property. ADDITIONAL BENEFITS IN OTHER CITIES AND COUNTIES IN COLORADO Sales Tax Waiver on construction materials (Boulder) Solar Access and height limitation exceptions for restoration of landmarks (Boulder) Rehabilitation Grants for Landmarks (Boulder County) Flexibility re permitted uses not otherwise permitted by zoning (Boulder County) Rebate of city portion of property tax (C`astle Rock and others) Design Assistance Program (Fort Collins) Matching Funds for streetscaping (Greely) Rebate of city use taxes (Manitou Springs) Flexible zoning requirements (Frisco) Waiver of real estate transfer tax (Frisco) Waiver of water tap fees (Frisco) Waiver of building permit fees (Frisco) Partial waiver of bulk plan requirements (Frisco) COLORADO REHABILITATION TAX CREDITS A credit against Colorado income taxes may be available equal to 20% of the qualifying cost (up to $SOK) of rehabilitation work on qualifying historic commercial and residential properties. Property must be at least 50 years old. COLORADO STATE HISTORICAL FUND A percentage of funds received by the state from gaming activities is allocated to preservation and grants are made by the Colorado Historic Society. In 2007, 166 grants totaling approximately $17M were made. ADDITIONAL BENEFITS AVAILABLE ACROSS NATION FEDERAL REHABILITATION TAX CREDITS A credit against US income taxes may be available equal to 20% of the qualifying cost of rehabilitation work on qualifying historic properties for commercial, industrial, agricultural or rental residential purposes (not available for an owner's private residence). POSSIBLE FEDERAL AND COLORADO DEDUCTIONS FOR PRESERVATION EASEMENTS The donation of a Preservation Easement may be treated as a tax deductible charitable contribution equal to the fair market value of the easement granted for both state and federal income tax purposes. STATE TAX ABATEMENT PROGRAMS Many different permutations---some abate only the increased valuation from restoration, others all state, city and county taxes but not all applicable taxing districts. STATE TAX CREDIT PROGRAMS Credits against Connecticut state taxes are allocated to rehabilitated historic structures and syndicated by the state. The cash proceeds of syndication are disbursed to the homeowner in cash. TASK FORCE BRAINSTORMING For non-profits (and maybe others) possible financial and/or other environmental construction incentives from sources such as CORE, for energy upgrades. Assistance with securing reasonably priced property insurance (sometimes a difficult issue for designated properties.) Assistance with conventional bank loans. Assistance in securing loans or grants from Charitable Foundations. ~.~ ,_.. Conceptual Lot Overview - 301 Lake Avenue PARCEL I.D. NUMBER: 2735 -124 - 16 - 003 OWNER'S NAME: Victor Alfred Lundy Trust ADDRESS: 301 Lake Avenue, Aspen LEGAL DESCRIPTION: Hallam Subdivision, Lots 5, 6, & 7 (East '/: of Lot 5), Block 40 ZONE DISTRICT: Zoned R-6 Residential 301 Lake Avenue is a 9,820 sq ft, wedge-shaped lot with a 2 bedroom single family residence situated on the property. The architectural style is a well preserved example of the Modernist movement. The first,area following is intended to conceptually break down existing and possible conditions for the property per The City of Aspen Land Use Code. The narrative following is an attempt to assess conceptually what incentives might best be used for the said property. Site and Property images are also included for reference. PERMITTED USES UNDER R-6 DEFINITION: 1) Detached Residential Dwelling 6000 sq ft / 3000 sq ft for Historically Designated Properties 2) Duplex 4500 sq ft / 3000 sq ft for Historic Landmark Properties, 3) Two Detached Residential Dwellings 4500 each / 3000 min per Historic Landmark 4) Home Occupations 5) Accessory buildings & Uses 6) Accessory Dwelling Units & Carriage Houses meeting provisions of Chapter 26.520 Determining Lot Size Vs. Lot Area: Please refer to the City of Aspen Land Use Code, Miscellaneous Supplemental Regulations; Section 26.575.020; Calculations and Measurements to verify specific. allowances per definition. LOT SIZE PER CERTIFIED SURVEY AREA REDUCTIONS (SLOPE/ EASEMENTS, ETC.) FINAL LOT AREA 9,820 Assumed /Survey NA/ No Survey Provided, but seems to be NA 9,820 sq ft (assumed), Minimum 6000 sq ft typical or 3.000 By pure definition, capable in theory sq ft for Historic Landmark of 2 approx. 4500 sq ft lots or 1 6000 & 1 approx 3000 sq ft lots -separate `L structures could possibly be i„ condominiumized er 26.520 as well ZONE DISTRICT: Determining Required Zoning District Allowances: Please refer to the City of Aspen Land Use Code, Section 26.710; Zone Districts to verify specific allowances per district definition. SETBACKS EXISTING ALLOWED ALLOWED POSSIBLE POSSIBLE Princi al Accesso Princi al Accesso Front TBD 10' 15' Capable on single lot Capable on single parcel, if split, lot parcel, if split, potential difficulties potential difficulties Rear TBD 10' / 5' for garage 5' ortions Combined Front/ Rear NA NA NA TBD TBD Side TBD 10' 10' Side yards could be Side yards could reduced to 5' if lot be reduced to 5' if • slit enacted lots lit enacted Combined Side TBD NA currently NA currently ]0' separation would 10' separation be required between would be required 2 structures between 2 City of Aspen Historical Preservation Task Force ~ 301 Lake Avenue Residence structures Distance Between Buildings NA 5' S' 10' Min if separate 10' Min if structures se arate structures Lot Width Requirements UNLIKELY 60 ft typical / 30ft 60 ft typical / 30ft If lot split proposed, If lot split for historic for historic enough area in sq ft, proposed, enough landmark landmark but dimensions of area in sq ft, but fathering parcel dimensions of would likely not fathering parcel , allow for a lot split would likely not per code definition allow for a lot split per code definition HEIGHT: Please refer to the City of Aspen Land Use Code, Miscellaneous Supplemental Regulations; Section 26.710 Zone Districts pertaining to height specifications for each said area. Note all plan reviews require a roof plan over existing topographical survey information with specific benchmarks tied into the existing grade for all proposed changes to a given lot. ELEVATION EXISTING ALLOWED Princi al ALLOWED Accesso PROPOSED Princi al PROPOSED Accesso CONSIDERATIONS MAIN Approx 23 25' ' 25' NA NA Benefit of existing STRUCTURE to 25' structure is 2 story massing /may allow flexibility with future development from scale context FAR CALCULATIONS: Determining Square Footage vs. Floor Area: Please refer to the City of Aspen Land Use Code, Miscellaneous Supplemental Regulations; Section 26.575.020 - A. Floor Area; Calculations and Measurements to verify specific allowances per definition. It will be required to demonstrate in both mathematical and scalable graphical documientation all below grade wall elevations and exposed vs. unexposed conditions (existing and proposed). EXISTING FAR CALCULATIONS ALLOWABLE FAR CONSIDERATIONS TO UTILIZE FAR 1,834 main / 406 Upper = 2,240 sq ft FAR Approx 3,708 for SFR/ Approx 4,120 for 2 Uniqueness of existing Massing, Non- likely Detached dwellings or Duplex traditional lot shape and sizes resulting, sitin considerations of existin structure EXEMPT SPACE (SQ FT) GROSS SQ FT FAR SQ FT'CALCULATION POTENTIAL ISSUES WITH HISTORIC REDEVELOPMENT Sub grade Areas (Basements, 1268 Assumed as NA Uniqueness of existing massing would Partially Exposed Lower need to be examined to determine if Levels, Etc.) traditional lifting and excavating for basement would be feasible Garage Area` NA NA Redevelopment would likely encourage on site ara a or arkin abili Deck Area NA NA TBD ADU NA NA Additional massing strategies may conflict with historic long term goals/ benefit is home would likely be exempt from the ADU fee / buildin re uirements SUPPLEMENTAL BREAKDOWN INFO EXISTING POTENTIAL ISSUES WITH HISTORIC REDELOPMENT NET LEASABLE/ COMM S FT NA NA OPEN SPACE % No Requirement Is the home's siting important to the historical context of the property/ Does this become an issue with HPC BEDROOMS 2 SITE COVERAGE A rox 42% maximum covera a currentl / Smaller lots would increase the site City of Aspen Historical Preservation Task Force 301 Lake Avenue Residence 0-5,999 q ft lots have no limitations coverage considerably, does this conflict with HPC desires for said ro e ON -SITE PARKING 2 spots for exterior car parking available Garage development would be probable/ how would this be addressed/ if a lot split occurred, parks & engineering considerations also become prevalent/ does have benefit of alle access RESIDENTIAL DESIGN STANDARDS: Determining Applicable Residential Design Standards: Please refer to the City of Aspen Land Use Code, Part 400, Residential Design Standards, Chapter 26.410 -Residential Design Standards to verify specific allowances per definition. SITE DESIGN - 26.410.040 A If A licable -Com liance Descri lion Potential Considerations for Redevelo merit Building Orientation Currently Complies on Access New development might require deviations from this due to site shape and size/ potential benefits could be provided from a .landmark review rocess Build-To-Lines Non compliant currently Noted as above Fence NA TBD PARKING, GARAGES & CARPORTS - If Applicable -Compliance-Description Potential Considerations for Redevelopment 26.410.040 C Access (For Example, Alley) Not compliant currently-Access not off alley Historic land marking could incentivize this potential and enable front of home to become more revalent Gara e Width NA TBD Garage Location NA If proposed, would likely be encourages off of alle access Driveway Cut Approx 9' - NaturatI)rect Access to Home TBD From Lake current) Entrance Width NA TBD Sin le Stall Doors NA ~'BD BUILDING ELEMENTS - 26.410.040 D If A licable -Com liance Descri lion Potential Considerations for Redevelo merit Windows Home is very unique in design; potential benefit of landmark designation is it could assist the homeowner in adapting the home more appropriately for site with flexibility from RDS of As en Door Does not comply per code currently Noted as above Porch Does not comply per code currently Noted as above Princi al Window Does not comply per code currently Noted as above One Sto Element Does not comply per code currently Noted as above Li ht wells NA (assumed) Noted as above CONTEXT - 26.410.040E If A licable -Com lian~c Descri lion Potential Considerations for Redevelo merit Materials Currently complies TBD Inflection NA TBD Assessed Land Value _$3,038,800 per Assessor Information Provided 2008 City of Aspen Historical Preservation Task Force 301 Lake Avenue Residence RESIDENTIAL DESIGN STANDARDS (continued): Possible Landmark Incentives Summary /Overview Interest Free Loan up to $25,000: NA -Would require a demolition by neglect condition: the structure at 301 Lake is essentially intact and has been maintained from its original 1970's construction Park Fee Waiver ($4,429 per new bedroom waived): ~l. Possible: -Development on site could enact stated benefits Air Quality Fee Waiver ($498 per new bedroom waived): Possible: - Develpoment on site could enact stated benefit 20% State Income Tax Credit up to $50,000 NA -Building must be over 50 years old to qualify 20% Federal tax Credit (Unlimited) NA -Building must be Income Producing Property or on National Register Variances (Setbacks, Distances between Buildings, Parking Waivers) Possibilities: In the event more development is intended/,granted for the parcel (s), variances would likely be instrumental to successful addressing of the historical resource in relation to any. potential new construction that could occur due to the existing site dimensions and current relationship to the site. The structure is=a rather site specific architecture and it is possible the contextual relationship between site and building is something of consideration as well. An example explaining this concept is the eastern facade of the massing (visible from Lake Avenue and North Second Street) ,which is predominantly a glazing curtain wall, integrating interior and exterior architecture with the surrounding landscape -this is a well preserved and well executed design example of Lundy's Modernist principles within the fabric of Aspen's West End District. The Aspen residence hints at elements found in several .notable architectural; works of his. The Unitarian Church in Westport (1959-1960/ 1965) and the Unitarian Meetinghouse in Hartford (1962-1964) would be likely inspirations in application of exposed structural concept, detailing, and building material choices and application. Wher- once asked, Lundy was quoted as saying, "I revere the structure and I like to reveal. it," as is much the case in his 301 Lake Avenue residence. Exceed Site Coverage /Increased Density Possibilities: While increased density is possible on a standard lot of comparable size currently within the Aspen West end with R-6 designation,. exceedigg ite coverage would only be feasible through a lot split procedure. It is not known at the present time, due: to the dimensional irregularities ofthe property, if a lot split would even be a feasible opportunity due to the minimum requirement of a historical lot needing to maintain a 30' minimum lot width. Per the information made available, it is unlikely this minimum requirement could be achieved: The possibility of two separate structures or a significant addition on the 9800 sq ft parcel is a more likely option from the standpoint of theoretical feasibility. Waiver of ADU ($71.62 per Square Foot of New Construction Waived) Possibilities: If new construction were to occur on site, waiving the ADU would be a possible benefit to the property by having a significant fee reduction for any potential work that could possibly be implemented in the future. Through past reference to seven historical projects completed in the city by selected firms, the average square footage increases tended to range from 1500 to 2100 square feet, resulting in fee savings of approximately $106,000 to $150,000 on average. It is potentially likely (if utilized) a permit cost reduction range could be comparative for a property such as 301 Lake Avenue. City of Aspen Historical Preservation Task Force 301 Lake Avenue Residence FAR Increase of 500 sq ft: Possibilities: In looking at the economic incentive of a 500 sq ft bonus, it is reasonable to assume under current market conditions 1 sq ft of developed architecture essentially translates to approximately $1400/ sq ft in return value (this includes land value, which is on average 550 to 600 per sq ft can entiy); therefore assessing a value of approximately $700 to 750,000 to a 500 sq ft bonus, It is also reasonable to assume from the standpoint of preservation (and taking items like restoration, home lifting/ mobilization, reworking, etc...) 1 sq ft of redeveloped architecture costs approximately 640 to 700 per sq ft to execute currently, in comparison to an average new construction cost of roughly 525 per sq ft in the city of Aspen. The redevelopment of Landmark architecture can also require longer construction times, which increase costs, due to the procedures and methods of construction often required, as would likely be the case in a rework/ addition to the 301 Lake Avenue property. Essentially, a 500 sq ft bonus for the 301 property would likely produce a financial incentive for Historic Land marking. The 500 sq ft bonus would likely be most beneficial to a lot maintained at a size of 9820 sq ft due to the irregular dimensions of the property as existing. +~, Considerations; In dealing with this form of architecture, it is believed the general understanding that has been developed and utilized for the predominantly Victorian architectural traditions of the Historical program will need be reviewed and reinterpreted. Issues of massing and scale will likely be most important in dealing with a structure like 301 Lake. It is unclear if and how the site would be considered in relation to the architecture as well at this time. Lot Split: Possibilities: From a numerical standpoint, two lots of approximately 4500 sq ft each or onelot of approximately 6000 sq ft and a secondary lot of 3000 sq ft would be allowable by code in theory, What is unclear and unlikely at this time is due to the irregular dimensions and siting of the existing structure, would a lot split even be permissible by code from dimensional required minimums. Professional survey information and further study would be required to elaborate on this point. Considerations: As stated earlier, the structure is site specific architecture and it is possible the contextual relationship between site and building is something of consideration as well. An example explaining this concept is the eastern facade of the massing (visible from Lake Avenue and the alley) ,which is predominantly a glazing curtain wall, integrating interior and exterior architecture with the surrounding landscape -this is a well preserved and well executed design example of Lundy's Modernist principles within the fabric of Aspen's West End District. The Aspen residence<hints at elements found in several notable architectural works of his. The Unitarian Church in Westport!(1959-.1960/ 1965) and the Unitarian Meetinghouse in Hartford (1962-1964) would be likely inspirations in application of exposed'structurat concept, detailing, and building material choices and application, When once asked, Lundy was quoted as saying, "I revere the structure and l like to reveal it," as is much the case in his 301 Lake Avenue residence. TDR (West End ResidentiaLGenerally for 250 sq ft off siterighYto sale): Possibilities; Transferable Development Rights .would be apossibility-for this parcel, but it should be noted the site is 9,820 sq ft with developable room should it`be a property desire. Economical comparatives, when looking at the possibility of allowable site FAR at 3708, and current FAR at 2,240 sq ft approximately, essentially leaves 1468 sq ft of undeveloped FAR on the table currently with the opportunity of 500 sq ft in Landmark bonus potential, thus bringing the total FAR undeveloped potential to around 1968 sq ft. In theory if alt developable FAR was to be sold to receiving parcels at approximately $250,000 per 250/ sq ft of developable right, you could potentially be looking at $1,750,000 in sellable TDR potential. In all reality, it is unlikely this would`be'allowable or feasible. Potentially, a hybrid of development on site in addition to TDR possibility would be a viable option for the 301 Lake property if build out becomes an overall concern. Research into how the FAR bonus if received can be applied is required for further. assessment. FAR valuation estimated around 1000sq ft in regards to current property value approximation. About the Architect: Victor Alfred Lundy An American architect,. he trained under Walter Gropius at Harvard University and worked with Marcel Breuer, both prominent figures in the Modernism architectural movement. He set up his practice in New York City in 1953. His best known work was the I. Miller Shoe Salon, Fifth Avenue, NYC (1961), where timber ribs and many mirrors were liberally employed. His various churches, such as the Westminster Unitarian, East Greenwich, RI (1964), relied on bold and simple elements. The US Tax Court, Washington, DC (1976), has a huge block cantilevered out to an uneasy extent. City of Aspen Historical Preservation Task Force 301 Lake Avenue Residence 1: r,. 301 Residence -Lake Avenue & North 2"d Street Facade City of Aspen Historical Preservation Task Force 301 Lake Avenue Residence 301 Lake Avenue Aerial Perspective 301 Residence -Lake Avenue Main Facade (Entry) Conceptual Lot Overview - 434 Pearl Court PARCEL I.D. NUMBER: 2735 -121 - 09 - 002 OWNER'S NAME: _Aspen Family Investments, LLC ADDRESS: 434 Pearl Court, Aspen LEGAL DESCRIPTION: City & Townsite of Aspen, Hallam Addition Subdivision, Block 100, Lots 3 & South '/: of Lot 2 ZONE DISTRICT: Zoned R-6 Residential 434 Pearl Court is situated on a 5,000 sq ft, approximately 50' x 100' lot with moderate to significant existing vegetation. A 4 bedroom single story, single family residence is situated on the property. The architectural style would likely be defined asmodern /chalet infused construction from the late 1950's. The first area following is' intended to conceptually break down existing ;and possible conditions for the property per The City of Aspen Land Use Code. The narrative following is an attempt to assess conceptually what incentives might best be used for the said property. Site and Property images are also included £or reference. PERMITTED USES UNDER R-6 DEFINITION: I) Detached Residential Dwelling 4500 min. sq ft / 3000 sq ft for Historically Designated Properties 2) Duplex 4,500 min. / 3000 sq ft for Historic Landmark Properties 3) Two Detached Residential Dwellings 3000 min per Historic Landmark 4) Home Occupations 5) Accessory buildings & Uses 6) Accessory Dwelling Units & Carriage Houses meeting provisions of Chapter 26.520 Determining Lot Size Vs. Lot Area: Please refer to the City of Aspen Land Use Code, Miscellaneous Supplemental Regulations; Section 26.575.020; Calculations and Measurements to verify specific allowances per definition. LOT SIZE PER CERTIFIED SURVEY .AREA REDUCTIONS (SLOPE/ EASEMENTS, ETC.j FINAL LOT AREA 5,000 sq ft Assumed per assessor No Survey Provided, but seems to be NA 5,000 sq ft (assumed), information/ Survey NA/ Minimum By pure definition, capable in theory 1 4500 sq ft typical or 3000 sq ft for of single lot with either a single Historic Landmark ,,. family residence, two detached dwellin s, or a du lex unit ZONE DISTRICT: Determining Required Zoning District Allowances: Please refer to the City of Aspen Land Use Code, Section 26.710; Zone Districts to verify specific allowances per drstrict definition. SETBACKS EXISTING ALLOWED ALLOWED POSSIBLE POSSIBLE Princi a! Accesso Princi al Accesso Front (Pearl) 12' Approx. 10' 15' Capable on single lot Capable on single parcel of being lot parcel of being maintained in all maintained in all scenarios scenarios Rear (Needs to be defined: 6' approx. 10' / 5' for garage 5' Variances would Variances could assumed as interior side-yard portions likely be required assist in massing opposite of Pearl for report and could assist in relief and site ~ purpose) massing relief & lack access limitations i of access to an alle Combined Front/ Rear NA NA NA TBD TBD Side (assumption made that 15' & 35' S' S' if lots split Side yards per code Side yards likely lot was annexed before approx. achievable in all maintained at 5' in Janua 1, 1989 likes scenarios all scenarios City of Aspen Historical Preservation Task Force 434 Pearl Court Residence Combined Side 50' approx. NA currently NA currently 10' separation would 10' separation be required between would be required 2 structures, believed between 2 to be possible even structures, without variance believed to be procedure, additional possible even massing should have without variance minimal im act rocedures Distance Between Buildings NA 5' S' 10' Min if separate 10' Min if structures, otherwise separate NA structures, otherwise NA Lot Width Requirements 30' 60 ft typical / 30ft 60 ft typical / 30ft Lot split would not Lot split would Minimum for for historic for historic be feasible per code not be feasible per historic lot landmark landmark definition, single lot code definition, split ! 45' of 5,000 would single lot of 5,000 minimum for likely have to be would likely have typical R-6 maintained for 434 to be maintained Pearl property for 434 Pearl ro e HEIGHT: Please refer to the City of Aspen Land Use Code, Miscellaneous Supplemental Regulations; Section 26.710 Zone Districts pertaining to height specifications for each said area. Note all plan reviews require a roof plan over existing topographical survey information with specific benchmarks tied into the existing grade for all proposed changes to.'a given lot. ELEVATION EXISTING ALLOWED Princi al ALLOWED Accesso PROPOSED Princi al PROPOSED Accesso CONSIDERATIONS MAIN Approx 16 25' 2S NA NA Potential negative of STRUCTURE to 18' existing structure is 1 story massing /flexibility with future development from scale context may be impacted by l story massing with semi- garden ` level conditions- FAR restrictions could result FAR CALCULATIONS: Determining Square Footage vs. Floor Area: Please refer to the City of Aspen Land Use Code, Miscellaneous Supplemental Regulations; Section 26.575.020 - A. Floor Area; Calculations and Measurements to verify specific allowances per definition. It will be required to demonstrate in both mathematical and scalable graphical documentation all below grade wall elevations and exposed vs. unexposed conditions (existing and proposed). EXISTING FAR CALCULATIONS ALLOWABLE FAR CONSIDERATIONS TO UTILIZE FAR 812 First Floor / 812 Garden Leve! Approx. 2,960 for SFR for lot of 5,000 sq ft Uniqueness of existing Single Story Basement = 1,OSS.b sq ft FAR likely 3,300 for Duplex -Could be increased up by Massing, siting considerations of existing (Assuming 30%-FAR Calculation for 500 sq ft in total with FAR bonus potentially structure, Non traditional structure per the Garden Level = 243:6 FAR) standard design guidelines -FAR bonus beneficial EXEMPT SPACE (SQ FT) GROSS SQ FT FAR SQ FT CALCULATION POTENTIAL ISSUES WITH HISTORIC REDEVELOPMENT Sub grade Areas (Basements, 812 Garden Level Estimate at 243.6 Sq Ft FAR Possible opportunity to create lower level Partially Exposed Lower assumed at 30% ex area that currently does not exist. FAR Levels, Etc.) bonus could assist. FAR bonus may help with Existin Garden Level restrictions Garage Area NAl Believed to 2 Spaces Required! currently non Redevelopment would likely have have street access compliant diff-culty complying with residential parking only at standards and zoning requirements, resent time Historic rocess review/ incentives could City of Aspen Historical Preservation Task Force 434 Pearl Court Residence benefit ossible future redevelo ment Deck Area 40 sq ft open porch OK Possibility of porch and balcony areas / 144 wood - being required to maintain original balcony architectural configurations may be re uired. ADU NA NA Additional massing strategies may conflict with historic long term goals/ benefit is home would likely be exempt from the • ADU fee / buildin re uirements SUPPLEMENTAL BREAKDOWN EXISTING POTENTIAL ISSUES WITH INFO HISTORIC REDELOPMENT NET LEASABLE/ COMM S FT NA NA OPEN SPACE % No Requirement Possible benefit is primary fagade would likely not be' affected/ low impact to historical frontage potentials of Pearl and 40i Streets BEDROOMS 4 Possible addition of bedrooms with additional square footage/ increased massin SITE COVERAGE 0-5,999 q ft lots have no limitations, 'Smaller lots would increase the site therefore lot would likely have a 0 limitation coverage considerably, but could have for site coverage lower impact from HPC standpoint due to corner street frontage location off Pearl & 4`h ON -SITE PARKING No garage or parking currently/ non 2 vehicles on site required for SFR/ 4 for a conforming property duplex or multi dwelling scenario. Incentives could result in additional street parking concerns unless parking incentivized through variances. Residential desi n standard concerns? RESIDENTIAL DESIGN STANDARDS: Determining Applicable Residential Design Standards: Please refer to the City of Aspen Land Use Code, Part 400, Residential Design Standards, Chapter 26.410.- Residential Design Standards. to verify specific allowances per definition. SITE DESIGN - 26.410.040 A If A licable -Com liance Descri tion Potential Considerations for Redevelo ment Buildin Orientation Currently Complies on Access Redevelopment would likely not affect this Build-To-Lines Possibly in compliance currently Noted as above Fence NA TBD RESIDENTIAL DESIGN STANDARDS. (continued): BUILDING FORM - 2.6.410.040 B If Applicable -Com Iiance Descri tion Potential Considerations for Redevelo ment Secondary Mass NA I Secondary mass considerations PARKING, GARAGES & CARPORTS - If Applicable -Compliance Description Potential Considerations for Redevelopment 26.410.040 C Access (For Example, Alley) Not compliant currently - No parking Historic land marking could incentivize this current) available on site otential Gara e Width NA TBD Garage Location NA Any HPC potential variances could be in RDS conflict/ variances would likely be re uired or arkin waivers a roved City of Aspen Historical Preservation Task Force 434 Pearl Court Residence Drivewa Cut NA TBD Entrance Width NA TBD Sin le Stall Doors NA TBD BUILDING ELEMENTS - 26.410.040 D If A licable -Com liance Descri lion Potential Considerations for Redevelo ment Windows Does not comply per code currently Home is very unique in design; potential benefit of landmark designation is it could assist the homeowner in adapting the home more appropriately for site with flexibility from RDS of As en Door Does not comply per code currently Noted as above Porch Does not comply per code currently Noted as above Princi al Window Does not comply per code currently Noted as above One Sto Element Complies -Entire home is single story Noted as above Li ht wells NA (assumed) Notedas'above CONTEXT - 26.410.040E If A licable -Com liance Descri lion Potential Considerations for Redevelo ment Materials Currently complies TBD Inflection NA TBD Assessed Land Value _$1,389,200 per Assessor Information Provided 2008 Possible Landmark Incentives Summary /Overview Interest Free Loan up to $25,000: NA -Would require a demolition by neglect condition: the structure at 434 -Pearl Court is essentially intact and has been maintained from its original 1950's effective year built construction. Park Fee Waiver ($4,429 per new bedroom waived): ~~ , . Possible: -Development on site could enact stated benefit. Air Quality Fee Waiver ($498 per new bedroom waived): Possible: -Development on site could enact stated benefit. 20% State Income Ta$: Credit up to $50,000 Possible -- Would require further research as building must be over 50 years old to qualify. Building has an actual build year of 1957 and an effective build year of 1970 per Pitkin County Assessor /Treasurer Records currently. 20% Federal tax Credit (Unlimited) NA -Building must be Income Producing Property or on National Register Variances (Setbacks, Distances between Buildings, Parking Waivers) Possibilities: In the event more development is intended/ granted for the parcel, the structure would likely benefit in variance approvals for ease of massing and scale potential issues that may be created by further development. Currently, the existing structure's facades (4~' & Pearl), in relation to the context of the block, likely has ability to remain relatively in its historical location should the HPC process deem such a proposal beneficial. This likelihood is also supported by the fact neighboring property setback dimensions are currently similar in nature. It should also be noted the existing structure is essentially a single story construction with a lower garden level that is approximately thirty percent exposed in comparison to the existing grade, and possible development in the form of carriage housing, detached single family, or additions will need to address this aspect. Due to the existing vegetation of 434 Pearl Court, variances /parks negotiations would likely become more critical to future development. City of Aspen Historical Preservation Task Force 434 Pearl Court Residence Exceed Site Coverage /Increased Density Possible: Technically, the lot would remain at 5,000 sq ft as it would become too small to enact a lot split. Any lot sized between 0-5,999 sq ft in areas zoned as R-6 has no limitation for maximum site coverage. Waiver of ADU ($71.62 per Square Foot of New Construction Waived) Possibilities: If new construction were to occur on site, waiving the ADU fees would be a possible benefit to the property by having a significant fee reduction for any potential work possibly implemented in the future. Through past reference to seven historical projects completed in the city by selected firms, the average square footage increases tended to range from 1500 to 2100 square feet, resulting in fee savings of approximately $106,000 to $150,000 on average. 1t is potentially likely (if utilized) a permit cost reduction range could be, although perhaps slightly less in total square footage, similar when compared against the FAR ratio for a property such as 434 Pearl Court, FAR Increase of 500 sq ft; Possibilities: In looking at the economic incentive of a 500 sq ft bonus, it is reasonable to assume under current market conditions 1 sq ft of developed architecture essentially translates to approximately $1400/ sq ft in return value (this includes land value, which is on average 550 to 600 per sq ft currently); therefore assessing a value of approximately $700 to 750,000 to a 500 sq ft bonus. It is also reasonable to assume from the standpoint of preservation (and taking items like restoration, home lifting/ mobilization, reworking, etc...) 1 sq ft of redeveloped architecture costs, approximately 640 to 700 per sq ft to execute currently, in comparison to an average new construction cost of roughly 525 per, sq ft in the city of Aspen. The redevelopment of Landmark architecture can also require longer construction times, which increase costs, due to the procedures and methods of construction often required, as might be the case in a rework/ addition to the 434 Pearl Court property. It should also be noted due to the size and construction method of the home, lifting and re-engineering strategies may be less costly and more efficient than comparative projects with large scale Victorian structures for example. This assumption is taking into consideration the garden level (if lifted or moved) would be rebuilt accordingly, as this area would likely be unfeasible to maintain in a major development scenario requiring foundational work. All being said, a 500 sq ft bonus for 434 Pearl would likely produce a financial incentive for Historic Land marking. The S00 sq'$ bonus would be capable of being utilized fully as the lot is a 5,000 sq ft lot and there would essentially be no FAR reductions for areas such as garages (if proposed) due to access limitations. Considerations: In dealing with this typology and massing of architecture, it is believed the general understanding that has been developed and utilized for the predominantly Victorian architectural traditions of the Historical program will need to be reviewed and reinterpreted accordingly.. Issues of massing and scale will likely be most important in dealing with a structure like 434 Pearl It is unclear if and'how the existing Garden Level Massing would be considered in relation to the architecture as well at this time. Is this an area of the home, if deemed important architecturally, that could be allowed to be reconstructed should a lower level/ foundation: rework be proposed? It is unclear at this time how the home would be lifted if required or requested without allowing'-for some level of rebuild to the Garden Leve( of the home. Significant discussions with parks and engineering city entities would likely be necessary,' as vegetation could be considered significant in proposed future development. Parking considerations will also become major potential areas of discussion. Lot Split: Not Feasible with the current total lot size of 5,000 sq ft per the current land use code in areas zoned R-6. TDR (West End Residential Generally for 250 sq ft off site right to sale): Possibilities:`Although highly unlikely, Transferable Development Rights would be a possibility for this parcel, but it should be noted the site is ;5,000 sq ft with ample developable room should it be a property desire. Economical comparatives, when looking at the possibility'of allowable site FAR at 2960 in a single family residence scenario and 3,300 for a duplex lot, are as follows. Current assumed FAR calculations at 1,055 sq ft essentially leaves 1905 sq ft of undeveloped FAR on the table currently with the opportunity of 500 sq ft in Landmark bonus potential, thus bringing the total FAR undeveloped potential to around 2405 sq ft. In theory, if all developable FAR was to be sold to receiving parcels at approximately $250,000 per 250/ sq ft of developable right, you could potentially be looking at approximately $2,200,000 in sellable TDR potential, In all reality, it is unlikely this would be allowable or feasible. Realistically, all FAR would be likely achievable on the existing property in either a single family residence or duplex lot scenario, so the possibility of a sell off would be doubtful, even with consideration of existing street fagade and interior yard vegetation. City of Aspen Historical Preservation Task Force 434 Pearl Court Residence ,, _ IP Z 6P V 1 ~P ~ 'y ~$PA { 'R' Y ~. PuD ~PVD 6PA y ~ g ~ PUB ALP.^~ _.__. 7 _ ... durcnrn City of Aspen Historical Preservation Task Force 434 Pearl Court Residence 434 Pearl Court Aerial View Showing Adjacencies & Vegetation 434 Pearl Court -Entry Facade (Pearl Court) City of Aspen Historic TDRs Last Updated: November 21, 2008 Certificate Former Issuance Certificate Sending Site Landing Site or Landing Site Number Cart. No. TDR Number Date Owner Sending Site _ parcel ID # New CeR. No. Parcel ID # 1 N/A FC Lot 5 TDR 1 Fax Crossing Fox Crossing 273707392005 Fox Crossing Lot 11 273707392011 Partners LLC Subdivision Loi 5 2 NIA FC Lot 5 TDR 2 Fox Crossing Fox Crossing 273707392005 Fox Grassing Lot 13 273707382013 Partners, LLC Subdivision Lot 5 3 WA FC Meadow TDR 1 Foz Crossing Fox Crossing 273707392014 Fox Crossing Lot 9 273707382009 Partners LLC Subdivision Meadow 4 WA FC Meatlow TOR 2 Fox Crossing Fox Crossing 273707392014 Fox Crossing Lof 9 273707392009 Partners, LLC Subdivision Meadow 5 WA FC Meadow TDR 3 Fox Crossing Fox Crossing 273707392014 Fox Crossing Lot 10 273707392010 Partners, LLC Subdivision Meadow 6 N/A FC Meadow TDR 4 Fox Crossing Fox Crossing 273707392014 Fox Crossing Lot 10 273707392010 Partners, LLC Subdivision Meadow 7 WA FC Meadow TDR 5 Fox Crossing Fox Crossing 273707392014 Fox Crossing Lot 13 273707392013 Partners LLC Subdivision Meadow $ N/A FC Lot 6 TDR 1 Fox Crossing Fox Crossing 273707392008 Fox Crossing Lot 1 273707392001 Partners, LLC Subtlivision Lot 8 9 WA FC Lot 8 TDR 2 Fox Crossing Fox Crossing 273707392008 Fox Crossing Lot 1 273707392001 Partners, LLC Subdivision Lat fi 10 WA FC Lot 8 TDR 3 Fox Crossing Fox Crossing 473707382008 Fox Crossing Lot 2 273707392002 Partners. LLC Subdivision Lot 6 11 N/A FC Lot 6 TDR 4 Fax Crossing Fox Crossing 273707392008 Fox Crossing Lot 2 273707392002 Partners LLC Subdivision Lot 6 12 N/A TS•B65-LK-1 1/212007 Nancy Spears 100 East Sleeker 5 273512437005 850 Moore Drive 273814111109 Street, Lot k Block 6 13 WA TS-865-LK-2 1/2/2007 Nancy Spears 100 East Sleeker 473512437005 850 Moore Drive 273514111109 Street, Lot k Block 65 Mary Janss 403 West Hallam 14 WA TS-838-LIH-1 9/132007 1992 Revocable Street, Lot I and East 273512433005 Livng Trust 12 of Lot H, Block 38 Mary Janss 403 West Hallam 15 WA TS-B38-LIH-2 11!12007 1992 Revocable Street, Lot 1 and East 273512433005 Living Trusl 1/2 of Lol H. Block 36 Frost Bam 208 East Hallam 16 NIA TS•B71-LDE-1 12/20/2007 Street, Lots D and E, 273707314003 property, LLC Block 71 Frost Bam 208 Easl Hallam 17 N/A TS-671-LDE-2 1220/2007 property LLC Street, Lots D and E, 273707314003 , Block 71 Frost Bam 208 East Hallam 18 N/A TS•B71-LDE-3 1220/2007 property LLC Street, Lots D and E, 273707314003 , Brock 71 Frost Bam 208 East Hallam 19 N/A TS-67i•LDE-4 12202007 property LLC Street, Lots D antl E, 273707314003 , Block 71 Frosl Bam 208 East Hallam 20 N/A TS-B7I-LDE-S 12202007 Street, Lats D and E, 273707314003 property, LLC Blcck 71 21 N/A TS-825-LB-1 4/182007 Douglas Kelso 827 West Main Street, 473512448010 Lot B, Block 25 22 NIA TS-8713-LPQ-1 5/302008 Nyia White 827 Dean Street, Lots 473718258004 P and ~, Block 113 Notes: The Certificates are prenumbered. I(a Certificate is vcided due to a mistake in issuance, please rewrd it here as "voidetl ' Upon re-issuance, please record new certificate number, former number, and new owner. To extinguish, assign fhe certificate to the City of Aspen for eMinguishment' The TDR number U detertninetl as follows: original townsae/ subdivision name- block- lot- number of ttlr for the property for example: a property that is part of Ne original townsite, block 85, lot k wkh only 1 ttlr being established would be: TSB65LK1 another example: a property that is part of the fox crossing subdivision, lot 8, the sewnd ttlr being established on the lot would be: FC82 APPROVED TDRs Property number o T Rs approved Ordinance # Year Fox Crossing Lot 5 2 50 2004 Fox Crossing Meadow 5 50 2004 Fox Crossing Lot 6 4 50 2004 100 East 6leeker 2 31 2006 403 West Hallam 2 32 2006 208 East Hallam 5 42 2007 627 Dean Street 1 2 2008 827 Dean Street 4 6 2008 612 West Main Street 6 12 2008 total number of approved TDRs 31 5. architecture committee update members: 7unee Kirk, Bill Wiener, Joe Meyers, Tom Todd, LJ Erspamer, Suzannah Reid, Pam Cunningham, Jack Wilke, expanded to include: Michael Behrendt, Su Lum, Lisa Markalunas, Marsha Cook. goal: To address, discuss and recom- mend ways of preserving our small scale and character through architec- tural styles and context in the blocks and neighborhoods of the Commercial Core/Historic Districts as it relates to Guidelines and Code. work product to date: 1. Presentation by Bifl Wiener on °Threats to Preservation" through incentives for demolition: work produce to date continued: 4. Presentation by Alan Richmond, planner, answering the following questions: 1) Do PUD's contribute to demolition and allow a way for a developer to go beyond the normal development process by increasing FAR and height? Answer: Yes, it has gone beyond its original inten- tions of "give and take" within the land use stan- dards and it has become a way to exceed the limi- tations of the land use code. 2) Do you think that Free Market housing belongs in the Commercial Core and His- toric Districts? Answer: No, the driving force for land use in the CC should be commercial uses and land, and what has happened is "residential" has become a driving force. a) Allowance of 3 and 4 story build ings with free market housing, ~~pent houses" b) "Cash-in-lieu" for off site afford able housing c)building lot line to lot line with "hard edges" 2. Presentation by Pam Cunningham, & Suzannah Reid on examples of pleasing building with "hard edges" 3. Presentation by Junee Kirk on historical time line of'~open space" from Quiet years through the 90's translated through codes of 25%open space on ground level, pedestrian amenities and climaxing in the 'signature open spaces of plazas, courtyards, sunken patios" etc. attachments: a. Initial Statement of Concern Regarding the Goal 3) Review Process: Has P&Z had limita- tions placed on their land use decisions? Answer: HPC, as a board that makes land use decision in the historic districts, but essentially in a board of architects and their scope is limited on land-use decisions. While P&Z should make land use decisions their purview has been limited. We need both boards. see reverse side for straw poll results and discussion updates outstanding topics: 1. Height, Mass and Scale 2. Open Space 3. Setbacks 4. Interiors 5. Additions to Victorians. .. $' 5. architecture committee .u~ ~~ date. a~ straw poll results/discussion updates 1. "Can we look at the elements of the code that influence positive/y or negatively historic preservation?" i 4 YES 2 NO 2, "Do we want Aspen's future to look like what we see along Monarch Street or in the Design Guideline book with 3&4 stories?" '''; 1 YES 6 NO 3, "Shou/d historic interiors be preserved?" (no discussion) ~.~ r ~ ~ Y, 5 YES 4 NO Initial Statement of Concern Re,~ardin,~ the Architecture Committee Goal: No matter how many historic buildings are saved, if our city chooses to permit the construction of taller buildings with greater mass and volume, fewer setbacks and less open space, then the glorious historic, character of Aspen will decline and in time disappear. While we support the construction of some small affordable housing units in the central core, the construction of large, frequently vacant free market units does not contribute to the human vitality of our town and should be discouraged. Smaller buildings in the future will ensure a height, mass and scale consistent with the small town atmosphere which our citizens love and the relaxed quality of life that brought so many of us here in the first place. •~: