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Ordinance 009-1979ORDINANCE NO. 9 - 1979 AN ORDINANCE RELATING TO MONROE COUNTY, FLORIDA ADOPTING THE MONROE COUNTY HOUSING ELEMENT 1977 AS REVISED FEBRUARY 1979 AS THE SECOND ELEMENT OF THE COMPREHENSIVE PLAN FOR MONROE COUNTY, FLORIDA PROVIDING LEGAL STATUS OF HOUSING ELE- MENT, PROVIDING AN EFFECTIVE DATE. WHEREAS, the BOARD OF COUNTY COMMISSIONERS OF MONROE COUNTY, FLORIDA, in conforming with, and in furtherance of, the purposes of the "Local Government Comprehensive Planning Act of 1975", Florida Statutes Sections 163.3161-163.3211; and of the "Florida Environ- mental Land Water Management Act of 1972, Florida Statute Chapter 380, have after due consideration and study with public participa- tion completed the Monroe County Housing Element - 1977 as Revised February 1.979, and WHEREAS, said Housing Element has been duly approved by the Monroe County Planning and Zoning Department and the Monroe County Zoning Board acting as the designated local planning agency pursuant to F.S. 163.3174, and WHEREAS, said Board having recommended to the Board of County Commissioners that said housing element be approved and adopted by the County as an element to the Comprehensive Plan for Monroe County, and WHEREAS, said Land Use Plan has been approved by the Division of State Land Planning in accordance with Florida Statute Chapter 163, now therefore BE IT ORDAINED BY THE BOARD OF COUNTY COMMISSIONERS OF MONROE COUNTY, FLORIDA AS FOLLOWS: Section 1. That the MONROE COUNTY HOUSING ELEMENT - 1977, as Revised February, 1979, be and the same is hereby adopted by reference as the Second Element of the COMPREHENSIVE PLAN FOR MONROE COUNTY, FLORIDA. Section 2. That said Second Element to the Comprehensive Plan shall be accorded and have the full legal status and effect as set forth in Florida Statutes Section 163.3194, and particularly no -2- land development regulation, land development code, or amendment thereto shall be adopted by the Board of County Commissioners of Monroe County, Florida until such regulation, code or amendment thereto has been referred to the local planning agency for review and recommendation as to the relationship of such proposal to the adopted element or portion thereofofthe Comprehensive Plan. Section 3. This Ordinance shall take effect upon receipt of the official acknowledgment from the Department of State acknowledging receipt of certified copy of this Ordinance and that said Ordinance has been filed in said office by the D epartment of Administration, Division of State Planning pur- suant to the requirements of Florida Statutes Section 380.05 and Florida Statutes Chapter 120. i wet€ v Cr°R3{aY that this t C6f7tf °4. iae t` b'A R3Ly9A..� ' 1`3 ono :1+- 9_►III .. . � o Dp/ii) %e `J " c� county housing (;m@)n � f " MONROE COUNTY HOUSING ELEMENT Pi.ral Draft April, 1978 Revised: February, 1979 Prepared by Monroe County Planning Department The Monroe County Housing Element has been prepared under the directive of the Monroe County Board of County Commissioners designating the Planning and Zoning Department as the County's Local Planning Agency (Monroe County Ordinance No. 25-1976) pursuant to the Local Government Comprehensive Planning Act of 1975 (Chapters 163.3161- 163.3211 F.S.), to meet the requirements of the said Act, and in conformance with the HUD regulations for 701 Comprehensive Planning Assistance. 4 MONROE COUNTY BOARD OF COUNTY COMMISSIONERS Puriegton Howanitz, Chairman Richard A. Kerr, Vice Chairman Gerald Hernandez Don Schloesser Jerome Shipley MONROE COUNTY PLANNING ADVISORY COMMITTEE Edward Davidson, Chairman Roy Anderson Ted Carter Paul Cates Nathaniel Funke ti. MONROE COUNTY PLANNING DEPARTMENT Kermit H. Lewin, Director Henry F. Weinkam, Senior Planner *Pravin C. Shah, Planner Sheldon Kulik, Planning Aide Donna Moscone, Planning Aide Herman Sweeti-ng,Graphics Technician Lorraine Rogers, Secretary *Primarily responsible for the report. II •.t , TABLE OF CONTENTS Pages Summary 1-2 Introduction 3-4 Chapter 1: HOUSING STOCK -INVENTORY & ANALYSIS 5-28 Introduction 5 Number and Type 6-10 Location and Type 10-12 Occupancy and Vacancy 13-18 Age 19-22 Condition 23-25 Chapter 2: HOUSING TRENDS 29-37 Building Permit Activity 29-35 Housing Costs 36-37 Chapter 3: HOUSING NEEDS 38-51 Population Growth 38-40 Future Housing Needs 41-45 Geographical Distribution 46-48 Assisted Housing Needs 49-51 Chapter 4: GOALS, OBJECTIVES AND POLICIES 52-64 Goals 52 Planning Objectives 53-54 Measurable Objectives 55-56 Housing Policies 57-64 Chapter 5: IMPLEMENTATION 65-.85 Housing & The Comprehensive Plan 65-67 Location of Assisted Housing 68-72 Implementation Strategies 73-85 APPENDIX: 86-104 Technical Appendix 1 86-88 Technical Appendix 2 89 Technical Appendix 3 90-94 Technical Appendix 4 95-97 Glossary 98-101 Reference Material ► 102-103 Resource Individuals 104 III TABLES Tables Pages 1 Residential Units by Structure Type 7 2 Monroe County Housing Stock 1970 to 1977 9 3 Residential Units by Structure Type in the 11 Lower, Middle and Upper Keys 4 Residential Electric Meters - Key West 14 5 Residential Electric Meters- Lower Keys 15 6 Residential Electric Meters - Middle & 16 Upper Keys 7 Estimated Vacancy in Housing Stock 18 8 Age of Monroe County's Housing Stock 19 9 Housing Conditions 24 10 Building Permit Activity in South Florida 30 11 Residential Building Permit Activity in 31 Unincorporated Area of Monroe County 12 Residential Building Permit Activity in 34 the Lower, Middle, and Upper Keys 13 Housing Needs 1977-1985 14 Housing Needs 1986-2000 43 15 Estimated Housing Needs by Geographical 48 Sectors, 1977-1985 and 1986-2000 16 Housing Assistance Needs of Monroe County, 50 1976 17 Housing Assistance Needs in Unincorporated i 50 Area, 1976 IV FIGURES Figures Pages 1-A Relationship of Housing Stock to Selected 26 Elements of Community - Lower Keys 1-B Relationship of Housing Stock to Selected 27 Elements- of Community -Middle Keys 1-C Relationship of Housing Stock to Selected 28 Elements of Community - Upper Keys 2 Residential Building Permit Activity 32 in Unincorporated Area of Monroe County 3-A Recommended General Locations for Low and 70 Moderate Income Housing in Lower Keys 3-B Recommended General Locations for Low and 71 Moderate Income Housing in Middle Keys 3-C Recommended General Locations for Low and 72 Moderate Income Housing in Upper Keys V • SUMMARY The Housing Element of Monroe County presents a compendium of housing issues, a statement of goals and objectives, and a framework of policies and strategies intended to provide guidelines in housing planning and programming. While recognizing the lack of an available economic mix of housing as the most pressing problem in the housing market in the county, it emphasizes a collective effort by both the public and private sectors to arrive at a solution. Analysis- of th.e county's housing market reveals that though the housing production has increased at a faster rate than the growth in population, the. housing needs of the low and moderate income households which account for over 50% of the county's total households-, have remained vastly unmet. The housing stock has expanded by nearly 34% since 1970 as opposed to nearly 5% increase in the permanent population of th.e county. Paradoxically, however, th.e vacancy rate has dropped since 1970. These seemingly contradictory trends- could be justified in light of the recent changes in the demographic structure of the county: an increase in the number of seasonal residents, and a steady decline of household size. On the basis- of the projected population of the county, there will be a need for nearly 2500 new units by the year 1985, and additional 7600 new units by the year 2000 in the unincorporated area of the county. The future demand for new housing in the unincorporated area will be generated primarily by growth - 1 - in population, whereas in Key West it will be generated by both the' - modest growth in population and the large number of units needed to replace substandard houses. Due to the structural soundness of standard -built housing stock of the unincorporated area, rehabilitation will not constitute a major housing program by the year 2000, however, programs to conserve the existing housing stock and improve the neighborhood quality must be established. It is estimated that in 1976, there were over 9,000 households in need of housing assistance in the County of which approximately 50% are estimated to be in the unincorporated area. Most of these households are presently housed in nearly 6300 mobile homes which make up approximately 36% of the entire housing stock of d the unincorporated area. Meeting housing needs of these low and moderate income households will require State and Federal financial assistance and a cooperative effort between the County and the private developer. While the County will continue its efforts to develop assisted housing through various State and Federal programs, it will also provide incentive and encouragement to the private developer to construct a wide range of housing types that will meet the needs of all segments of the population within Monroe County. -2- INTRODUCTION The housing element of Monroe County, although dealing with a number of issues on a countywide basis, is addressed primarily to the un- incorporated area of the County. The purpose of this element is to provide better understanding of the housing issues and to set up a series of policies and programs which will establish a more effective basis for collectively identifying and solving housing problems. The first of the five chapters contained in this element presents the inventory of the existing housing stock by number and type of units, occupancy and vacancy, location and structural condition. The second chapter is a narration on the current major housing trends which include building permit activity and the factors • influencing housing costs. The third chapter looks into the projected population growth for the County and makes an estimate of the current housing assistance needs and projects the housing needs by the year 2000 in the unincorporated area of the County. Goals, objectives, and policies contained in Chapter 4 provide a framework within which all decisions related to housing could be evaluated. The final chapter defines relationship of housing element to the other elements of the comprehensive plan, and provides implementation strategies and activities necessary to accomplish housing goals and objectives. The dynamics influencing the local housing market transcend local, regional, and state jurisdictions and are impossible to predict. Without the prior knowledge of how the circumstances are going to shape up in the future, any attempt in developing detailed long- range plans and programs is likely to be an exercise in futility. -3- For this reason, it is essential that the county, although committed to provide safe and decent housing for all residents, remains flexible enough to adapt to any changes in circumstances and to participate in any programs which may help alleviate housing problems. As the county accumulates new information and experience in the area of housing planning, the policies and programs presented in this document will be refined or modified as circumstances warrant. -4- CHAPTER HOUSING STOCK INTRODUCTION • As a rule, formulation of plans and programs in the planning process is generally preceded by analysis of existing conditions and characteristics. To this, housing is no exception. The foundation of a meaningful and viable housing plan must rest in the inventory of existing housing stock and analysis of present and future housing needs. Normally, prior to the preparation of the housing plan, a study should be undertaken to determine the size, form, and condition of the existing housing stock. Or,if a study was conducted in the recent years, it should be brought up- to-date to reflect changes that might have occurred since its completion. In Monroe County, the only recent study or survey dealing with housing is the survey of Occupied Property in the Florida Keys conducted by the Municipal Service District in 1976, and updated periodically. This survey, though quite thorough in its inventory of residential and commercial property in the Keys, provides only breakdown of residential units by type and location, and it excludes the City of Key West. Due to the inadequacy of the current housing data available, data from the 1970 U.S. Census of housing and few other land -use studies and plans prepared in the past years were used in extrapolating information unavailable at the present time. Whenever the information derived by this method appeared un- realistic, attempts were made to resort to other methods by way of making estimates based on present trends, or by talking to appropriate persons in the area, or by actual site visits. The data and information that are contained in the pages to follow -5- are the result of combination of these methodologies and techniques used during the preparation of this report. NUMBER AND TYPE The existing housing stock in Monroe County as of July, 1977, stands at 27,769, an increase of nearly 34% in the last seven years. This figure includes detached single family homes, multi -family units (two or more dwellings per structure), and mobile homes in the three cities and the unincorporated area of the County, excluding main- land portion.* Nearly 63% of all the housing units are located in the unincorporated area of the County housing nearly 50% of the County's total popu- lation (1976 estimate). The City of Key West accounts for nearly 9400 residential units or approximately 34% of the total housing stock accommodating nearly 47% of the County's total population. *The relative insignificance _of its size, little knowledge of .its characteristics, and its remoteness from the Keys are the reasons why the housing stock of the mainland portion of Monroe County has been eliminated from the inventory presented --- in this report. 1970 population - mainland Monroe Co. - 154 (Cape Sable Division) at the rate of population growth for the unincorporated area of the County, the 1976 mainland population is estimated at - 180 at 1.9 persons per dwelling units based on the existing countywide housing stock and the present population (1976 estimate): 180 a- 1.9 = 95 Dwelling Units N — f r r\ n cn LO LA F- N Z +•) � •r U J a a �-0 Z W Q 0-4 (N W 0 o c O C c o 0 0 0 J Q 1- O N d- O d- a) r 01 O C Il- l0 Z M d Cit n r N O M p IN \ - W l0 d I• Y d M N O 2 W J N C Z N d" La Ln N C+•M I O C rl U) O J N 00 N M Q LL I N C") q 00 r N -j Z I -I I� n M M CYM 00 Ln Ln I, M C J �-•y o\\� CV Ln CV a LL LL1 J N d- Z P-•+ 00 r r Ln I*_ Z M N r {� N = I� Ln N r J Q M �- r 2 O U I- � Q W W F- 03 F- Q Z N >- C O Z C a F-- O d U IY N J O >- W C Z W U I--• 3 U C O Z Z F-- <O W W C n n Ol r O CM nJ l0� C n O rn � r OJ (n 4-3 N � Y CL O r0 S. U O LL i-) O H � N •.- O t O t 4-) 4-) QJ 4= c U > S >� S. O a--) O 4 S• N � r � srr U O (a X t0 S. Q N CL •r 00 U O Q o O O U 4--) O O • U >: 4- O O Y O U -O U 4- W. N O f-- O > S. S C Iv 4j O O O r N X: Ln v r N M 1' W cr- C O Ln The remainder of the housing stock is divided between the f _ cities of Key Colony Beach and Layton with the percentages being 3% and 0.26%, respectively. (See TABLE 1) The total number of housing units in the unincorporated area increased by 59% since 1970 as compared to 34% for the whole County. The City of Key West experienced a loss of 198 units (or 2% of the 1970 stock) during the seven year period. The proposed demolition of 340 condemned Navy owned units at Sigsbee Park has done much to outweigh any slight increase in the overall housing stock of Key West. Single-family unit, as it was in 1970, is still the predominating structure type in the unincorporated area and the -cities with the exception of Key Colony Beach wher-e-multi-family units out- number single-family units by 7 to 1. After single-family unit, the next most numerous type of residential unit in the unincorporated area is the mobile home. The mobile home stock of the unincorporated area makes up 36% of all housing units in the unincorporated area, and nearly 94% of the mobile home stock of the entire County. Presently, there are 6263 mobile homes in the unincorporated area which represents a gain of 3273 units or 109.5% in the mobile home inventory since 1970. This inordinate proliferation of mobile homes in the unincorporated area of the County could be attributed to the higher costs of conventional housing units, and greater in -migration of low and moderate income families and retired people on fixed income. As for the multi -family units, the City of Key West has the greatest number of 3782 or nearly 45% of all the multi -family units in the County. However, a 10 Y U C) F- N N Z LLJ ► J V) m d C) F- S } F- Z C) U LU C) z O ko ko Lr) a r� 0\o n (M Ol C31 I. N C) U') O r t\ d r LLJ = LLJ to Q C3 F- r- Ln CM Ln Z CT 00 1� Ln M d Z LO Ln N W S S r r M Cp F- U Q CC a O r O 1� 00 CM M U (3) CM 1l C Q I� ►-•4 M l0 r Z_ k (n 4.0 O = N C C) M 1� f/) 01 LO Q1 t}') Gil Z r (n n• r W Ln N N C) U r O r Ln C) I� 10 C; r t+M C) M C) r 01 r LU N Ul F- OY d 01 N >- Z ►•+ LO N U') v- F- Ol c+') C) Z S r r M 1� S U C) U W C CQ C C71 O 1� 1l, N ko 1.0 <Y n n M LC 1-- z rn oo %D r N n L r N L/7 LO N C) 1� JC r C) r N C) Ln CD Ct cM 1� Ol LU r C) r U r N LLJ } (n >- J W Ln F- M: F- Q O �+ LU LL.. Q S Z LL_ S S W 1 Lt1 U C'3 F- r cz S Z J Ca j- • S C0 C) F- N r F- N -0 O U Cl- UJ ra S- S- 4-3 Ln Xm N N UJ •r aJ C -0 = -9- large percentage of multi -family units in Key West are low-rise duplex or row -house units. The countywide multi -family housing stock expanded nearly 30% since 1970, whereas in the unincorporated area the growth in multi -family housing in the same period has been more significant - nearly 74%. (.See TABLE 2) LOCATION AND TYPE In the unincorporated area of the County, the Upper Keys with 8092 units have nearly 47% of all housing units in the unincorporated area of the County. However, the greatest concentration of housing (units/land area) occurs in the Middle Keys where 25% of all housing units of the unincorporated area are located. LTABLE 3) The composition of housing stock in each division is rather peculiar. In the Lower Keys, mobile home is the predominating _ structure type of residential unit numbering 21436 or 48.6% of the housing stock of the Lower Keys. The Lower Keys is also the division having the lowest number and percentage of multi -family units which make up only 8.7% of the housing stock of the Lower Keys. The Middle Keys' housing stock does not have any one structure type as the predominating unit type because their entire stock is rather equally divided among all three types. Single- family and multi -family units, both accounting for 34.4% each, have a slight edge over mobile homes, making up 31.2% of the housing stock of the Middle Keys. In the Upper Keys, single- family units are clearly the predominating type followed by mobile homes, and multi -family units. The different compositions of the housing stocks in the three divisions of the Keys are influenced by different conditions -10- M W _J m Q W O LL U } F- W O W w � Z O F- 7:-- U Of p r�l F- 1� V) Q Ol W r- m Q n } N in J F- W O ►-+ F_ 7 Z Q O J LL Q � O F- U Z Z W F-+ 0 Z N W Z Un LO Cl Q o\\° N 1- lD O W d' CV M r CL' CC O Q LL J U N F- r-� ►� Q1 01 M Ql O Z Z O M lG M CM tl- N I*_ lD lD 00 p o° tD N O O k d- N M r N } W Ne N N 00 N N W F- 1- N ON O1 o_ P-4 r-_ co d C CL Z M r N OC d d' (V t/) m M M r- } uj Y W _1 (n lD d' LC) LO O F- Il_ n m co ►-+ d d' M N F-•i Z r r r• '� O N 00 00 O •K to } W Y N d- W d- O O O N N LO J } ► + r-i J W Q y O W W W (D Cl- z J m F- >- O O O F- N 2:: M F- In • U n •r � i r +) N •r O � M N O � fn lD N Ol U r � O N ^4J L fN f0 4-J >.-o N Q. .1-- Y +-) •r R3 � 3 E S- S.- O •r 4- Li +3 C N O N •r U t O N � C C U O r •r •r > N >, i r {-) W > i CN •r � O r0 of i LL >> iZ•r N U QJ C i •r O N a � Q O O U +3 O O O C 4- O tO O U >> N N QJ O r > i i C � 7 O cr N M: G i N O U 3 S- o =3 J O V) prevalent in those areas. In the Lower Keys, the housing market ' is influenced by Key West as the major urban center of'the area. The two major mobile home concentration areas, viz. Stock Island and Big Coppitt Key, account for nearly 62% of the mobile home stock of the Lower Keys excluding Key West. Their growth is the result of spillover of unmet housing needs -of Key West, and the general propensity for suburban living. The mobile home parks that have mushroomed around Key West represent non-contiguous urban sprawl of an island well circumscribed by nature. The very low percentage of multi -family units in the Lower Keys reflects comparatively better availability of undeveloped land and the preference for single-family living. In the Middle Keys, due to the higher level of urbanization and rather limited supply of land, multi -family living has been more common than in the rest of the Keys. Nevertheless, single-family living, whether in a detached home or a mobile home, is the most preferred type of living in the Keys. S['•I OCCUPANCY AND VACANCY Vacancy characteristics of the housing stock of the Keys are so highly differentiated from one segment to another that estimating their rate is quite problematic. Among number of factors affecting vacancy characteristics in the Keys, the long stretch of the Keys, varying levels of urbanization along its chain, and a high percentage of seasonal population have the most bearing. It is customary to use information from electric companies on inactive residential meters to estimate vacancy rate in the housing stock of any community. But, since the Keys are served by two separate electric companies which use slightly different systems of main- taining service data, applicability of this methodology becomes rather limited. Nevertheless, attempt has been made to use the information on residential electric meters wherever possible along ti with data accumulated from various other sources. The data received from the City Electric Co. have been tabulated in Tables 4 and 5 , indicating a steady decline in vacancy rate since 1970 in Key West and the Lower Keys. The percentages of inactive residential meters in January, 1977, were 5.6% in Key West and 6.7% in the Lower Keys. These figures, however, do not truly reflect vacancy rates because not all units with inactive residential meters are for sale or rental, or are in sound condition. While the actual percentage of unoccupied units that are substandard or not available for sale or rental is likely to be different for different areas, it is estimated that it could be as high as 25% to 30%. In the Lower Keys, excluding Key West, the total number of residential electric meters (5820) for July, 1977, is more than 13% higher than the number of residential units -13- TABLE 4 RESIDENTIAL ELECTRIC METERS KEY WEST ACTIVE INACTIVE TOTAL % INACTIVE - April 1962 7,189 432 7621 5.7 April 1970 8,032 951 8983 10.6 January 1971 8,099 896 8995 10.0 April 1971 8,034 960 8994 10.7 July 1971 7,794 1,216 9010 13.5 January 1972 8,257 768 9043 8.5 April 1972 8,181 863 9044 9.5 July 1972 7,907 1,023 8930 11.5 January 1973 8,253 680 8933 7.6 April 1973 8,094 854 8948 9.5 July 1973 7,860 1,102 8962 12.3 January 1974 8,199 686 8885 7.7 April 1974 8,062 842 8904 9.5 July 1974 7,849 1,054 8903 11.8 January 1975 8,160 721 8881 8.1 April 1975 8,118 765 8883 8.6 July 1975 8,000 876 8876 9.9 January 1976 8,368 548 8916 6.1 April 1976 8,300 650 8950 7.3 July 1976 8,158 767 8925 8.6 January 1977 8,434 503 8937 5.6 April 1977 8,349 609 8958 6.8 July 1977 8,173 797 8970 8.9 Source: Utility Board of the City of Key West - August, 1977 ' -14- TABLE 5 RESIDENTIAL ELECTRIC METERS - LOWER KEYS STOCK ISLAND NORTHWARD THRU BIG, PINE KEY April 1962 April 1970 January 1971 April 1971 July 1971 January 1972 April 1972 July 1972 January 1973 April 1973 July 1973 January 1974 April 1974 July 1974 January 1975 April 1975 July 1975 January 1976 April 1976 July 1976 January 1977 April 1977 July 1977 ACTIVE INACTIVE 1,634 272 2,880 621 3,209 482 3,076 716 2,967 859 3,574 397 3,448 578 3,312 755 3,837 440 3,821 533 3,693 742 4,325 348 4,188 559 4,073 748 4,671 375 4,644 570 4,515 736 5,002 356 4,850 566 4,739 746 5,327 381 5,167 590 5,074 746 TOTAL % INACTIVE 1906 14.2 3501 17.7 3691 13.1 3792 18.9 3826 22.5 3971 10.0 4026 14.4 4067 18.6 4277 10.3 4354 12.2 4435 16.7 4673 7.4 4747 11.8 4821 15.5 5046 7.4 5214 10.9 5251 14.0 5358 6.6 5416 10.5 5485 13.6 5708 6.7 5757 10.2 5820 12.8 Source: Utility Board of the City of Key West August, 1977 -15- RESIDENTIAL ELECTRIC METERS MIDDLE AND UPPER KEYS ACTIVE SERVICES: YEAR & MONTH 1970 1971 1972 1973 1974 1975 1976 1977 April Jan. Apr. July Jan. Apr. July Jan. Apr. July Jan. Apr. July Jan. Apr. July Jan. Apr. July Jan. Apr. July MIDDLE KEYS 2,022 2,224 2,246 2,092 2,410 2,456 2,339 2,650 2,742 2,590 2,973 3,061 2,911 3,183 3,234 3,158 3,407 3,446 3,283 3,497 3,563 3,426 IDLE OR INACTIVE SERVICES: 1960-1972 204 1973-1977 78 TABLE 6 UPPER KEY KEYS COLONY BEACH LAYTON TOTAL 4,172 417 6,611 4,541 466 7,231 4,660 473 7,379 4,533 469 7,094 5,173 503 8,086 5,522 529 8,507 5,408 530 8,277 6,068 620 74 9,412 6,204 623 76 9,645 6,235 622 79 9,526 6,863 785 89 10,710 7,008 739 99 10,907 - 7,035 751 99 10,796 • 7,305 811 102 11,401 7,454 833 101 11,622 ' 7,387 827 104 11,476 7,524 927 107 11,965 7,832 977 106 12,361 7,545 961 106 11,895 8,079 966 110 12,652 8,215 985 112 12,875 8,317 996 113 12,852 SOURCE: Florida Keys Electric September, 1977 NOTE: Tabulated Data for Key Colony Beach and Layton also show non-residential meters by error. The correct counts of residential meters for July, 1977, are 926 for Key Colony Beach and 73 for Layton. -16- accounted for in the survey. It is unlikely that such a large number of residential units (806) could have been missed by an error during the survey. The only logical explanation for such a discrepancy is that quite a few unoccupied residential units in the Keys are not available for sale or rental or are in unsound condition, thus reducing the size of the available vacant housing stock. On this premise, it is estimated that actual vacancy rate reflecting sound residential units available for sale or rental is nearly 4% in Key West and slightly under 5% in the Lower Keys. In the case of Middle and Upper Keys, it is not possible to base vacancy rate estimate on the percentage of inactive residential meters since idle or inactive services are not listed by month and year, and seem to be unbelievably low. By way of comparing the total housing stock with the number of active residential meters, it appears an estimate of the vacancy rate could be made. The total housing stock in the unincorporated area of the Middle and Upper Keys is 12,377 as opposed to 11,778 active residential meters as of April, 1977. It can be assumed that of the 12,377 residential units in the Middle and Upper Keys, some 11,778 were occupied, leaving 599, or nearly 4.8% of all units vacant. Between the Middle and Upper Keys, vacancy rate is likely to be lower in the Upper Keys because of the higher percentage of multi -family units in the Middle Keys. It is estimated that vacancy rate in the Middle Keys is around 4.75%, and in the Upper Keys 4.5%. The estimated average vacancy rate for the unincorporated area of the County comes to approximately 4.75%. -17- TABLE 7 ESTIMATED VACANCY LN HOUSING STOCK, 1977 AREA OCCUPIED UNITS VACANT UNITS/ NO. pE TOTAL NO. pE TOTAL UNINCORPORATED AREA 16565 95.25 826 4.75 KEY WEST 9028 96.0 376 4.0 Source; Monroe: County Planning Dept., 1977. The vacancy rates as listed in Table 7 indicate housing availability for year-round occupancy either by sale or rental. Actual percentage of unoccupied units is likely to be slightly higher than the vacancy rates indicated since many of the un- occupied units are seasonal. A 1970 study by Milo Smith & Associates indicated that approximately 25 to 30 percent of the households, not including Key West, were seasonal residences. Residential units occupied by seasonal households should be considered occupied year-round if these units are not available for sale or rental. It is also important to note that vacancy rates vary with the type of residential unit and the price range. It is estimated that vacancy rate in multi -family units, particularly condominiums, is at least twice the vacancy rate of single-family and mobile home units. Also, higher vacancy rates in upper price range housing tend to boost the overall vacancy rate implying that housing availability is adequate. But in reality, there is an acute shortage of sound housing that low and moderate income households of the Keys can afford to pay for. AGE Due to the inadequacy of the information available, breakdown of residential units by age for Unincorporated area has not been possible. For the entire County, 86% of residential units are less than 37 years old (Table 8 ), implying that approximately 3900 units can be expected to become substandard if not rehabilitated within the next 20 years or so in Monroe County. This is based on the assumption that the typical mortgage length is 20-30 years, and that renovation after mortgage maturity may extend the economic life by another 20-30 years.resulting in the total average life of a housing unit of 40-60. years. TABLE AGE OF MONROE COUNTY'S HOUSING STOCK PERIOD NUMBER OF UNITS % OF TOTAL PRIOR TO 1940 3888 14 1940 TO 1959 8053 29 1960 TO 1969 8331 30 1970 TO 1977 7497 27 TOTAL 27,769 100 SOURCE: Monroe County Planning Dept., Oct. 1977, extrapolated from housing in Florida, 1973. Note: Residential units demolished or condemned since 1970 in Key West have been assumed to be of "prior to 1940" period and have been deducted from the housing stock of that period. No demolition of residential units since 1970 has been assumed for the unincorporated area and the cities of Key Colony Beach and Layton. -19- The forementioned thumb -rule of life expectancy cannot be applied to mobile homes whose life -span *is much shorter than that of standard -built units. This would mean that most of the 6669 mobile homes presently located in Monroe County will have outlived their average life expectancy period within the next 20 years or so, thus becoming unfit for occupancy. This combined with more than 3500 units mentioned earlier could cause a great deficiency in the supply of standard housing if the production of housing by way of new construction and rehabilitation does not keep pace with the obsolescense expected to occur within the next 20 years. It is important to note that the age profile of the housing stock of Key West is so much different from that of the rest of the County that any attempt in correlating structural conditions with age on a county -wide basis is likely to be misleading. The housing stock of Key West is significantly older than that of the balance of the County. Most of the housing units in Key West are over 20 years of age; whereas, most of the housing units in the balance of the County are under 20 years old. Ln1960, there were over 9300+ occupied housing units in Key West. Assuming 100% occupancy, the entire housing stock of Key West in 1960 must have been 9300 units. Assuming that 10% of these units were demolished since.1960, and replaced by the new ones, -there +Based on 1970 U.S. Census of Housing Data 1960 population in housing units - 29,921 persons per occupied unit 3.2 Therefore, Number of Occupied Units=29,921 = 9350 3.2 *10 to 15 years -20- are still more than 8000 units existing today in Key West that were built prior to 1960. It is estimated that nearly 3500+ of • these units were built prior to 1940. It can be construed then, that approximately 37% or 3500 of the existing housing units in Key West will be 50 years or older by the year 1990, and in addition, 48% or 4500 of the existing units in Key West will be over 50 years old by the year 2010. These numbers indicate that the City of Key West will have to undertake a massive rehabilitation program in the years to come to save those units which could be economically rehabilitated. The rest of the substandard units will have to be replaced by new construction. The picture is very different in the unincorporated area of the County where, unlike Key West,a large portion (nearly 36%) of the housing stock is in mobile homes and the standard -built housing is relatively more recent. It is estimated that over 90% of the standard -built housing units in the unincorporated area were built after 1950. Therefore, less than 10%* of standard -built units will be over 50 years old by the year 2000. Due to the small number of standard -built units likely to be substandard by the year 2000, a major rehabilitation program will not be necessary in the unincorporated area. +Estimate based on the 1940 population of Key West and assuming 3 persons per housing unit. Therefore, 12900 = 4300 housing units 3 Assuming 80% of 4300 units in existence today, 4300x80 = 3440 units 100 *1950 population of the balance of the County - 3,500 (excl.Key West) Assuming 2.5'persons per dwelling unit (No. of persons per dwelling unit has always been lower for the balance of the County than Key West) . Therefore, 3500 = 1400 housing units in 1950 in the balance of the County. 2.5 (Continuted on Page 22) -21- Estimating that 25% of these older units can be ecnomically . rehabilitated, 75% or nearly 760 of the older units will have to be replaced by additional new sound housing units by the year 2000. The mobile home stock of the unincorporated area is likely to pose a serious problem of unsound housing in the years to come. Due to their short life span (10-15 years), and the large number (36% of the housing stock), the supply of sound housing could be severely affected in the next 5 to 10 years unless production of moderately priced housing speeds up. It is estimated that approximately 50% of the existing mobile homes by the year 1980 and nearly 80% of the mobile homes by the year 1985 will be 10 years or older. Predicated on this estimate, nearly 90% of the existing mobile home stock (over 5500 units) in the un- incorporated area will be in need of replacement by the year 1990. '. Continued from Page 21 *Assuming 90% of these units as standard -built units located in the presently unincorporated area of the County, and further assuming 80% of these in existence today: Therefore, number of standard -built units built prior to 1950 and existing today in the unincorproated area of the County = 1400 x 90 x 80 = 1008 0 x 10 0 -22- CONDITION: Since 1970 U.S. Census of housing, there h.as been only one survey of housing conditions in Monroe County. This was a windshield survey conducted by th.e Consulting Firm of Howard, Needles, Tammen, & Bergendoff, during the 1974 Land Use Plan Update. The survey was very limited in its scope and findings, and excluded the housing stock of Key West. The information contained in this section is extracted and/or extrapolated from the 1970 Census, 1974 survey, and the 1977 Housing Assistance Plan prepared by the Monroe County Housing Authority. In 1970, nearly 11 percent of the occupie-d uni-ts i:n Monroe County were overcrowded and 5 percent of all year-round housing units were considered to be substandard because they lacked some or all plumbing facilities. These figures apply to the entire housing stock of Monroe County including Key West. The 1974 survey which examined the standard --built h.ousi-ng in th.e unincorporated area concluded that: "-----housing in the Keys is generally well maintained. The ratio of dilapidated housing to the overall housing picture is very small. Throughout the entire Keys, 99.0% of the housing is either in sound (96.7%) or minor repair (2.3%) condition. Of course, this deals only with the 60% of the housing stock that is standard --built housing since the mobile home was not evaluated as to structural condition. A precursory inspection revealed that a great number of the mobile homes- would fall into the dilapidated category-- 11 The above statement is quite descriptive of the standard -built housing stock of the unincorporated area of the county. Of course, the picture is very different in Key West where there is a higher percentage of substandard units due to the greater number of older units. TABLE 9 indicates estimated number of substandard units broken down into the deteriorating and dilapidated categories for the unincorporated area only. -23- TABLE 9 HOUSING CONDITIONS - IN UNINCORPORATED AREA OF MONROE COUNTY CONDITION UNITS * % OF TOTAL SOUND 10,739 96.5 SUBSTANDARD 389 3.5 DETERIORATING 278 2.5 DILAPIDATED 111 1.0 TOTAL* 11,128 100 *Total standard -built residential units (excluding mobile homes) in the unincorporated area. ' Source: Monroe County Planning Dept., October, 1977. The percentages of substandard units in Table 9 were primarily based on the findings of the 1974 survey which in turn were based only on exterior appearances of residential units surveyed. Complete interior and exterior inspections might produce somewhat higher figures. Also, overcrowding which has not been considered in the determination of standardness could also raise the percentage of substandard units. -24- The percentage of substandard units in the Keys is very low for standard -built housing units,most of which were built in the last 20 years or so. A significant factor in reducing the number of dilapidated units is the series of hurricanes that swept through the Keys in the sixties. Consequently, the substandard housing stock of the Keys (excluding Key West) is not large enough for extensive rehabilitation at the present time. The number of units suitable for rehabilitation* as estimated by the Monroe County Housing Authority in March 1977 is 165 or approximately 1.5% of the entire stock of standard -built housing in the unincorporated area. In the absence of any premise on which to form an estimate, structural conditions of the mobile home stock cannot be evaluated or qualified. However, a precursory site inspection of a selected samples of mobile home parks demonstrated that as many as 25 to 30% of the mobile homes in the County would fall into the dilapidated category. Figures 1-A, 1-B, and 1-C in the following pages illustrate the distribution of the County's housing stock in the Keys and its relationship to primary and secondary employment centers, major public recreation facilities presently available, and the proposed wastewater treatment facility service areas. *Any substandard unit that is economically feasible to rehabilitate considering the defect to be cured, the costs involved, the rehabilitated useful life of the structure, and the location of the unit. - Housing Assistance Plan, 1977, M.C.H.A. -25- R w d CD LL f � F Z to ' >f 00 Eo P r e �O 1 �C►rANNE� +% Q Z N'yam SpA n d ! W ! F d � Q / W .W, I r � ! W o a 3 ° m r y W v w WTT 3 j W V w 0 ° ~ / U a a 'VD 11jdtloJ� a w 0 a ! a ��.y�3r� M / Q �w Z w w cr M man w w a Lg z Ir w Z U ¢ 3 3W00 I W w ILW LL N 0 UI �,6 / F a y r / _ g _NIL �\ • Q —26— :� m i W c' D CD LL I N Q w tr •Q w U w N F- F- J w U L H J U U< � w rc a a w x U M cr z w ix w 3 CL w o ir < cr w co0 m Z Z xx� W w N a E 0 2 2 0F0 YWU LL W WO 0 U) a0(n I�2 z W a_ w F. J Q W J W a -27- J 4� 4q'O 9 ♦, Fj' u1 n 2 CC 0 1 =b` W 1 Q 0 m V 1 � w0 ► t2 '.roo p Qz Z Z 0 Q tt b` • ••• V ♦ ^I t vo go • Cq T 0 U ♦ - ids. Z • o �• 0 '; W x ) Y Q ♦ W U (1a <i• W fr 32 6 t Q o �. � ♦ W a I'I � ♦ { i' '4� Q ♦ � W ♦ O� ; IL f ♦ `�$ h \� n Y ♦ a IL iQ Itoq iW 7 • , IL w •Q odo .` W� ; Y f-cr • m B4'ri, a a W e � i ~~' r� ♦ o W ♦ �. �, U z w Q ¢`0 ♦ t7 z w U w r N 13 o z 3 �� Qi �i �WU w g w • 3 a ; i vi W w 1- O ♦ 0 QQI �o'' J LL • a 0 Ww ♦ io �� � s • oNU a z a0cn U 1 O W xx ♦ V , a�- gO • Ul W ♦ i •• Ix -28- CHAPTER 2 HOUSING TRENDS BUILDING PERMIT ACTIVITY Over the last 17 years, residential construction activity in Monroe County remained more or less at the same level except for the four year span (1971-1974) when it experienced an inordinate boom. For the period of 11 years from 1960 thru 1970, the average numbers of single family and multi -family units permitted were 237 and 46, respectively, the corresponding percentages being 83.7 percent and 16.3 percent. From 1971 thru 1974, the averages for single family and multi -family units permitted were 521 (.44.7%) and 645 (55.3%), respectively. The sudden upsurge in the building permit activity after 1970 was due to termination of the 1970 and 1971 water hookup moratorium ordered by the Department of Pollution Control. The construction boom of early seventies was a statewide phenomenon. Over the State and especially in South Florida, it was the population growth of early seventies which fostered speculative building for anticipated demand. In Monroe County, however, the population gowth was not significant enough to justify the heavy building activities of the early seventies. It was primarily speculative building based on regional trends and anticipated demands that led to highly inflated residential construction in Monroe County, particularly multi -family units. In 1973, 63.6% (938) of all the residential units permitted (1476) were multi -family as opposed to 17.9% (73) in 1970. Since 1974, building activity in Monroe County has dropped to a level slightly above 'prior to 1971' average, with single family as the predominating structure type. In 1976, all the building permits issued (272) were for single- family units - a far cry from 1974 when 61.6% (693) of the -29- .0 residential units permitted were multi -family. Over -building of multi -family condominums in the Keys in the early 1970's does not reflect change in life-style or the buyer's preference for high-rise living. It was the result of a speculative gamble that did not pay off when the anticipated demand failed to completely materialize due to economic factors beyond local control. The post 1974 slump of the building industry in Monroe County, it seems, was caused by the earlier speculative over building and regional and national economic problems. The designation of 'an area of Critical State Concern' and the development regulations adopted in 1975 came into being at a time when the down trend in residential building con- struction had already begun. Monroe County was only a fraction of the entire South Florida region paralyzed by sluggish building industry in 1975. The following Table substantiates the - statement : TABLE 10 BUILDING PERMIT ACTIVITY IN SOUTH FLORIDA 1974 1975 % Change No. of Units Permitted No. of Units Permittedin.Tot.Unit COUNTY Permitted Single Multi- Total Single Multi- Total Family Family Family Family Broward 3,944 15,105 19,049 3,449 1,780 5,229 -72.5% Dade 5,751 13,117 18,869 2,820 2,716 5,536 -70.6% Palm Beach 2,053 7,633 9,686 2.,244 1,873 4,117 -57.50% Monroe*Un- 442 693 1,135 263 38 301 -73.5% incorporated SOURCE: Fla. Statistical Abstract, 1976 *Due to the inconsisties found between the Monroe County Data from the Florida Statistical Abstract and the Monroe County Building Department, the figures received from the Building Department which were verified have been used in this Table. -30- TABLE 11 RESIDENTIAL BUILDING PERMIT ACTIVITY IN UNINCORPORATED AREA OF MONROE COUNTY 1960 thru AUGUST, 1977 SINGLE-FAMILY MULTI -FAMILY TOTAL NO. OF % NO. OF % NO. % UNITS UNITS 1960 236 93.7 16 6.3 252 100 1961 185 74.3 64 25.7 249 100 1962 211 85.1 37 14.9 248 100 1963 283 84.0 54 16.0 337 100 1964 190 92.7 15 7.3 205 100 1965 218 87.9 30 12.1 248 100 1966 189 93.1 14 6.9 203 100 '•• 1967 223 84 2 42 15.8 265 100 • 1968 255 86.4 40 13.6 295 100 1969 281 69.9 121 30.1 402 100 1970 335 82.1 73 17.9 408 100 1971 477 54.6 397 45.4 874 100 1972 627 53.1 553 46.9 1180 100 1973 538 36.4 938 63.6 1476 100 1974 442 38.9 693 61.1 1135 100 1975 263 87.4 38 12.6 301 100 1976 272 100 0 0 272 100 thru AUG. 250 83.6 49 16.4 299 100 1977 SOURCE: Monroe County Building Department • September, 1977 -31- IAV LU C1' CM 0 C) W F— W F— �O CL CC W Zz::D D W a O -:) z O U z Q Z > F- z J Z WwZ O Q }- W i- O LL w LJ � w Q tai. w J Z (n Q t� F-I :3 1 Z m Q a3111WN3d S11Nn 30 'ON L'l Li IL W O C? Z O J_ D m } F- Z D O U W O cr Z O w U O -32- In addition to the forementioned, there were also certain local factors making the plight of the building industry in Monroe County worse than the rest of the South Florida area. Higher weight restrictions on bridges imposed in 1974 increased the cost of transportation,thus making it less profitable for the developer to invest money in Monroe County. It was also about the same time when major mortgage companies withdrew their financial support from Monroe County in the face of economic haze surrounding the region. The recent months have brought forth revival of the building industry in South Florida which had been hard hit for the last two years. All the counties in South Florida have reported increased building construction activity in the first two quarters of 1977. In the unincorporated area of Monroe County the total • number of new residential units permitted in the first eight months of 1977 is 46% higher than those permitted in the first eight months of 1976. By the end of August of 1977, there have been 250 single family and 49 multi -family units permitted. The total of 299 new residential units permitted in the first eight months of 1977 is nearly 10% higher than the all year total(272) of 1976. At the present rate of building permit activity, the total number of new residential units permitted in the unincorporated area of Monroe County in 1977 is likely to be nearly 450, approximately 50% and 65% more than those permitted in 1975 and 1976, respectively. The distribution of building activity in Monroe County is characterized by the peculiar configuration of the Florida Keys. -33- The 130 mile long stretch of the Keys, their relative isolation from the mainland, and the limited supply of developable land are the factors which have been and are still influencial to a greater or lesser degree in determining the rate of building activity in the Keys. The variations in the type and rate of building permit activity among the three segments of the Keys as displayed in the Table below are caused primarily by these factors. TABLE 12 RESIDENTIAL BUILDING PE-RMIT ACTLVITY IN THE LOWER, MIDDLE AND UPPER KEYS WITHIN UNINCORPORATED AREA OF MONROE COUNTY LOWER KEYS MEDDLE KEYS UPPER KEYS YEAR Single Multi TOTAL Singl Multi TOTAL Single Multi TOTAL Family Famil UNITS FamilyFamily UNITS Family Family. UNITS Units Units Units Units Units Units 1960-1970 898 76 974 383 224 607 1,325 212 1,537 1971-1974 493 209 702 503 736 1,239 1,088 1,636 2,724 1975 80 0 80 75 6 81 108 32 140 1976 90 0 90 71 0 71 ill 0 111 thru Aug. 1977 94 0 94 28 2 30 128 47 175 Source: Monroe County Building Department -34- For the eleven(ll) year period from 1960 thru 1970, the heaviest residential building permit activity occurred in the Upper Keys. During this period, the total residential units permitted in the Upper Keys was approximately 58% higher than the Lower Keys and approximately 153% higher than the Middle Keys. The pre- dominating structure type in all the three segments of the Keys was a single-family unit. Percentage wise, the Middle Keys had the heaviest concentration of multi -family units - nearly 37% of the total units permitted. During the four(4) years of construction boom that stretched from 1971 thru 1974, the pattern of building activity had changed significantly from the previous years. The lowest level of building permit activity was reported in the Lower Keys where the single-family unit still remained the predominating structure type, multi -family units made up nearly 60% of the total in the Middle and Upper Keys. But that has changed in the recent years. The wave of building permits for multi -family units has subsided since 1974, with the single-family units emerging as the pre- dominating structure type. The Upper Keys are still the area of heaviest building permit activity in the Keys, and also having significant percentage of multi -family units. The Middle Keys have experienced considerable slowdown in the building permit activity in the last two(2) years. This trend is indicative of the very limited availability of developable land in the Middle Keys. The total number of building permits issued in the Middle • Keys in the first eight months of 1977 is nearly 68% below the total for the Lower Keys, and 83% below that for the Upper Keys. -35- HOUSING COSTS The most significant factors affecting total housing cost generally include: housing finance, land, labor, and material costs, local government regulations, and the high demand for housing. In Monroe County, additional transportation costs, limited supply of land, and general lack_of large-scale developments have also contributed to the higher cost of housing to certain degree. Also the impact of environmental regulations on housing costs has been greater in Monroe County than the rest of South Florida due to the very limited supply of developable land. Among other governmental regulations, the 100 year flood level criterion for minimum floor elevation has contributed to higher costs most significantly. The impact of all these factors leading to higher costs of housing in Monroe County than the rest of the state, has virtually eliminated a very large segment of the county's population from buying a home. The average cost of a new home in South. Florida has more than tripled between 1965 and 1977, from $16,500 to over $50,000. In order to secure a standard mortgage for this house from one of the lending institutions, a family will have to earn over $20,000 per year. Based on the 1976 effective buying income for Monroe County, nearly 80% of the families in the county will be unable to buy a home at this cost. This situation demands greater efforts by and cooperation between the private and public sector, if the middle income family is to be provided with. an opportunity to own a home. It is also imperative that these families be *Housing Chapter -Regional Guide, South Florida Regional Planning Council, 1977 - Page 13 -36- provided with low interest mortgages in order to cut down long-term housing costs. It is estimated*that for buyers using conventional mortgages, interest payments amount to nearly 35% of the home's total cost over a 20 year period. Therefore, there is a great need to make low interest government financing available to such families in order to reduce their financial burden. It is encouraging to know that the Federal Housing Administration (FHA) has responded to some of the problems facing home buyers in South Florida. Under the new regulations issued recently by the FHA, low cost, low down payment FHA financing is likely to be competitive with. large down payment, conventional loans for the first time in several years in high cost areas like South Florida. Specifically, the new liberalized regulations will: 1. Raise maximum FHA :mortgages to $60,000, a $15,000 increase over the old limits of $45,000. 2. Reduce down payments by almost 50 percent in some cases. 3. Increase FHA -backed home improvement loans to a new $15,000 limit. 4. Free additional money for builders borrowing construction funds at Savings and Loans. *Housing costs rule -of -thumb, Planning, October 1977, American Society of Planning Officials -37- CHAPTER 3 HOUSING NEEDS • POPULATION GROWTH There are three components into which Monroe County's population can be dissected and analyzed. They are: Permanent, Seasonal, and Transient or Tourist. Of these, the permanent and seasonal components together generate demand in the housing market. Therefore, population growth under this section examines, rather briefly, the past and future growth of permanent and seasonal residents only. Over the years, the two most commonly used sources of population estimates and projections, in the State of Florida, have been the U.S. Bureau of Census and the Bureau of Economic and Business Research of the University of Florida. Both these bureaus deal exclusively with permanent resident population only. In terms of permanent residents as enumerated by the U.S. Census, Monroe County '. experienced nearly 112% growth in the 40s, 60% in the 50s, and 10% in the 60s. On the basis of the University of Florida's projection of the County's permanent resident population in 1980, county's growth in the 70s will be approximately 11%. The City of Key West in 1950 accounted for 88% of the county's total population, and reached its climax in 1960 with 33,900 permanent residents. But since then, due to the cutbacks in military activities, Key West population has steadily declined, and most of the post-1950 growth has occurred outside Key West. Monroe County has grown from its 1970 population of 52,586 to an estimated 55,124 in 1977, which represents 4,87, increase in county's permanent residents since 1970. Paradoxically, during the same period, housing units and electric customers in Monroe County have increased dramatically - up nearly 34% and 41%, respectively. At the same time, total public and private school enrollment in grades 1 through 8 has dropped by over 10% since 1970. Among other demographic characteristics, birth-rate has been declining, whereas the death -rate has escalated somewhat over the years. It is beyond the scope of this report to delve into how and to what degree these significant population and housing trends modify the demographic structure of the County. But clearly enough, they are indicative of the following trends: 1. A significant shift towards seasonal occupancy has occurred in Monroe County since 1970. 2. The household size has been declining steadily. 3. In -migrating population of mostly older people has been replacing the out -migrating population •. of younger people. Monroe County's reputation as a resort area of immense natural ' beauty has always attracted seasonal residents who because of their large percentage play a significant role in the housing market. The 1970 Census of Housing estimated that slightly over 4% of the county's housing stock was seasonal. But the census did not indicate as' to how many of the remaining year-round units were occupied by seasonal households. It was the 1970 Milo,Smi_th Study5.which for ''. the first time surveyed and analyzed residency characteristics of Monroe County's population. The survey which revealed that approximately 29% of the households were seasonal residents stated: "Seasonal households constitute a significant number in the Keys. More than eight percent of the households interviewed lived in Monroe County from six to nine months, approximately 14.5 percent reside in the area three to six months annually, and approximately six percent lived in the county fewer than three months each year.This seasonality is generally spread between -39- the winter and the summer because of the "two -season" nature of tourist activities. Part-time residents are made up mainly of retirees who migrate to other parts of the country during the remainder of the year and of workers who come into the area to serve the needs of tourists and other part-time residents during the seasons of highest activity." As mentioned earlier, the lopsided growth of housing units and electric customers since 1970 as compared to estimated growth of permanent residents suggests a trend towards increasing number of seasonal households, and declining household size. It is estimated that in some areas of the county the percentage of seasonal house- holds may be as high as 35 to 40% of all households. As there are no statistical data to form the basis on which seasonal household size could be estimated, comparison between an average permanent household size and seasonal household size is not possible. Nonetheless, since most of the seasonal households are one or two person households, th.eir average size will be much smaller than an average permanent household. An average household throughout the state and nation is getting progressively smaller. According to a recent study by the U.S. Department of Commerce's Bureau of the Census, one -person households are increasing fastest nationwide. This trend,coupled with declining birth-rate,is primarily responsible for the drop in household size in recent years. I'n Monroe County, however, increase in the retiree population and decline in the military population since 1970, have also influenced household formation towards smaller size. Monroe County's permanent resident population is- pro.iected to reach * 71,900 by the year 2000, an increase of nearly 30% over estimated 1977 population* It is important to note that most of the DroJected growth will occur outside of Key West, which, it is predicted, will *Bureau o.f Economic and Business Research, University of Florida -40- experience only a modest gain in its population. FUTURE HOUSING NEEDS Projection of housing needs in Monroe County in order to be realistic, should be based on the combined projected permanent and seasonal population growth. Since there is no reliable source from which projections of seasonal residents could be attained and since seasonal household is likely to be much smaller than a permanent household, it was necessary to first project permanent households on the basis of projected population and household size, and then by way of assuming a certain percentage of all households as seasonal, total number of projected households was arrived at. (See Technical Appendix 3 ). On the assumptions that household size will continue to decline in the future and that in any given year up to 2000 approximately 30% of all households will be comprised of seasonal residents, the following are projections of the total number of households in the unincorporated area: Year Projected Number of All Households in Unincorporated Area 1985 18696 1990 21136 1995 23250 2000 25466 Source: Monroe County Planning Dept.(See Technical Appendix 3 for methodology) October, 1977 -41- TABLE 13 HOUSING NEEDS 1977 - 1985 (In the unincorporated area of Monroe County) 1. Number of Housing Units needed to accommodate the projected number of households by 1985 18696 2. Number of Housing Units needed to maintain an adequate reserve of vacant units for market purpose (5% of No. 1) 935 3. Total number of Housing Units needed to house 1985 population of permanent and seasonal residents. 19631 (No. 1 + No. 2) 4. Number of existing Housing Units* estimated to be extant in 1985 17200 5. Total number of new Housing Units needed by 1985 2431 (No. 3 - No. 4) *191 units or 25% of 760 substandard units estimated to be in need of replacement by the year 2000 have been assumed to be condemned, demolished, or unfit for occupancy in any other way by the year 1985, and therefore, subtracted from the existing inventory. NOTE: Substandard units subtracted from the existing inventory are standard -built units. Mobile homes have not been incorporated in the replacement factor. It is estimated that at least 50% or more than 3100 of the existing mobile homes will need replacement by the year 1985. -42- TABLE 14 HOUSING NEEDS, 1986 - 2000 (In the unincorporated area of Monroe County) 1. Number of Housing Units needed to accommodate the projected number of households by 2000 2. Number of Housing Units needed to maintain an adequate reserve of vacant units for market purpose (5% of No. 1) 3. Total number of Housing Units needed to house 2000 population of permanent and seasonal residents (No. 1 + No. 2) 4. Number of existing Housing* Units estimated to be extant in 2000 5. Number of new units needed between 1977-85 6. Number of additional new Housing Units needed between 1986-2000 ( No. 3-(No. 4 + No. 5-) 25466 1273 26739 16631 2431 7677 *760 substandard units have been estimated to be in need of replacement by the year 2000, and therefore, have been subtracted from the inventory of the existing housing stock.(See Pages 21 and 22 ) NOTE: Substandard units subtracted from the existing housing inventory are standard -built units. Mobile homes have not been accounted for in the replacement factor. It is estimated that approximately 90% or over 5500 of the existing mobile homes will be in need of replacement by the year 1990 -43- Based on the number of households projected, housing need through the years 1977-1985 and 1986-2000 has been depicted in Tables 13 and 14. The needs have been expressed in terms of new housing units needed to accommodate future population. Most of the new housing units will be needed to accommodate increasing number of households which are likely to reside in the unincorporated area of the County. Only a small fraction of all new housing units needed goes into replacing existing units that are expected to be unfit for occupancy due to structural deterioration. It is important to note that existing mobile homes that are likely to be substandard and hence, in need of replacement, have not been accounted for in the number of new units needed to replace deteriorated units as indicated in Tables 13 & 14. The magnitude of replacement factor in the case of mobile homes far outweighs that of standard -built units during both planning periods. Although precise numbers are difficult to produce due to the lack of adequate data on the existing mobile home stock, it is estimated that, by the year 1985, over 3000 of the existing mobile homes will need replacement due to structural deterioration. The number will jump to over 5000 by the year 1990 if the substandard units are not replaced over the years or if their structural conditions are left to deteriorate steadily. Housing needs as illustrated in Tables 13 and 14 reflect the need for new standard -built units only and are, therefore, in addition to the need of replacing substandard or dilapidated mobile homes as expressed above. It is projected that by the year 1985, there will be a need for over 2400 new housing units in the unincorporated area (Table 13). This need will average a little over 300 new units per year; however, actual production of housing units due to -44- to yearly fluctuations can differ substantially from these estimates. Actual production is a function of the effective demand for housing. This demand for housing depends not only on population growth, but on such important factors as family size, housing costs, family incomes, general economic conditions, availability of financing, and tastes and preferences. Between 1986 and 2000, it is estimated that more than 7600 additional new units will be needed in the unincorporated area (Table 14). The average of more than 500 new units per year for this period is much higher than the average demand during 1977-85 period. Of course, the effective demand will not be uniformly distributed, and the transition from the '300 per year demand period' to '500 per year demand period' will be slow and gradual. In projecting the housing needs into the future, no attempt has been made to forecast the needs for housing by specific structure type, size, or tenure as these housing characteristics are.de- pendent upon number of variables, prominent among which are demographic make-up, family incomes, and general economic conditions. The housing needs as projected in Tables 13 and 14 reflect composite profile of future housing needs which will have to be met by both assisted and non -assisted housing resources combined. At this stage, a realistic estimate of the future housing assistance needs cannot be made since the factors which determine such needs cannot be reasonably predicted. It is expected that certain portion of the overall future housing needs which will require housing assistance will be distributed throughout the Keys. -45- GEOGRAPHICAL DISTRIBUTION Allocation of housing needs by geographical sectors would commonly require population projections for such sectors so as to form the premise on which growth can be contemplated. But, since population projection for such smaller units are unavailable, and since it was realized that the methodology used to extract population projections for the unincorporated area will not produce satisfactory results in the case of smaller sectors; a different approach was considered. This approach takes into account the present population and housing growth trends, the rate of building permit activity, and the availability of developable land. The underlying assumption is that the rate of residential building permit activity in the short term period will remain at the average level of the post -boom period ('75 thru present day) and will also exhibit the same distribution pattern. The population and housing in the Upper Keys section of the un- incorporated area have experienced the heaviest growth since 1970 in the Keys. The Lower Keys on the other hand have experienced decline in population since 1970 due to the cutbacks in military activities in Key West and Boca Chica; however, housingwise there has been a modest increase in the Lower Keys since 1970. As of July, 1977, the distribution of permanent resident population of the unincorporated area is 31% in the Lower Keys, 24% in the Middle Keys, and 45% in the Upper Keys; whereas the housing distribution is 29% in the Lower Keys, 24% in the Middle Keys, and 47% in the Upper Keys. SF-2 The residential building permit activity since the construction boom of early seventies, seems to be indicative of the future trend in residential construction in the Keys, for the factors which have caused this recent change viz., environmental regulations, high costs of construction, high unemployment, and general economic and financial hardships, are likely to prevail at least in the short term period. Of all the residential units permitted (1032) in the unincorporated area of Monroe County over the last three years ('75 thru '77), 30% are located in the Lower Keys, 20% in the Middle Keys, and 50% in the Upper Keys. The percentage for the Upper Keys is somewhat higher than what can be considered average due to a 35 unit multi -family permit issued in late 1977. A more realistic average for the Upper Keys, for that reason, is approximately 48% which would increase the percentage of the Middle Keys average somewhat. As for the availability of developable land, it is estimated that over 60% of the developable land is in the Lower Keys, approx- imately 28% in the Upper Keys with the remaining portion being in the Middle Keys. These percentages are derived from the Florida Keys Coastal Zone Management Study of 1974, and they exclude preservation areas (mostly wetland and mangrove areas) from consideration for development. In inference, the Upper Keys, at the present time, are growing at the fastest rate in Monroe County and the building permit activity of the recent years indicate that the Lower Keys are destined to become the second fastest growing area in the near future. The housing needs during the first period of projections -47- (1977-851 are estimated at 32% in the Lower Keys, 22% in the Middle Keys and 46% in the Upper Keys. But in the long run, due to the greater availability of developable land, completion of anticipated highway and bridge improvements, and perhaps availability of water transportation from Miami, the Lower Keys are likely to attract greater number of permanent and seasonal residents, there- fore, requiring a larger portion of housing. It is estimated that during the second period of projections (1986-2000), the Upper and the Lower Keys will demand comparable portions of overall housing needs with the Upper Keys having.a slight edge over the Lower Keys-. TABLE 15 ESTIMATED HOUSING NEEDS by Geographical Sectors 197.7-85 1986-2000 Number of Units % Number of Units % Lower Keys 778 32 3071 40 Middle Keys 535 22 1382 18 Upper Keys 1118 46 3224 42 Source: Monroe County Planning Department am ASSISTED HOUSING NEEDS The principal socio-economic groups in need of housing assistance in Monroe County are low and moderate income families, large families, elderly households, and some ethnic minorities. These groups are not uniformly distributed through the County. The composition of households in need of housing assistance is closely related to the socio-economic make-up of a community. In Key West, unlike the rest of the county, ethnic minorities are quite a sizable factor in determining the housing assistance needs. Whereas, in the unincorporated area, most of the households in need of assistance are generally low-income families, large families, and elderly households. In Key West, a large majority of the low and moderate income families are housed in substandard housing units since older housing typically becomes available to low and moderate income families by the filter down process. But in the unincorporated area, due to the high cost of new housing, tight market conditions and the very limited supply of older housing, a vast majority of the low and moderate income families have turned,to mobile homes. Without the housing assistance in one form orthe other, these families will have little chance for upward mobility in housing. The 1977 Housing Assistance Plan which is required annually to apply for the Community Development Block Grant funds provides the current estimate of the housing assistance needs of Monroe County: -49- TABLE 16 HOUSING ASSISTANCE NEEDS OF MONROE COUNTY, 1976 Household Type Family (4 or less persons) Large Family (5 or more persons) Elderly Total Number of Households 5970 755 2930 9655 Source: 1977 Housing Assistance Plan, Monroe County Housing Authority Since the Housing Assistance Plan does not breakdown the assistance needs for lower income households by separate jurisdictions, an attempt was made to estimate the housing assistance needs in the unincorporated area of the county. (See Technical Appendix 4 ) Using the 1970 Census distribution of families by income groups as the benchmark, estimate was made of the 1976 households in need of assistance: TABLE 17 HOUSING ASSISTANCE NEEDS IN THE UNINCORPORATE AREA, 1976 Geographical Segment Number of Households Lower Keys Middle Keys Upper Keys Total Unincorporated Area 1736 1076 1311 4123 Source: Monroe County Planning Dept., 1977 -50- In all likelihood, the above estimate is an understatement of the ' actual housing assistance needs since it does not fully take into account the relationship between family size and family income. Nonetheless, it is a fairly accurate estimate of the percentage breakdown by geographical segment of th-e total housing assistance needs- of low and very low income households - In the present circumstances, these lower income households are the ones whose housing needs will be the most difficult to meet for both public and private sectors. The private sector is unable to provide sufficient housing in an affordable price range, and the curtailment in the number and variety of Federal programs for housing assistance to lower income households makes it difficult to provide significant public assistance to this group. •, -51- CHAPTER 4 GOALS ,OBJECTIVES AND POLICIES GOALS For the purpose of promoting and protecting public health, safety, and general welfare, Monroe County will direct its efforts towards attainment of the following housing goals: 1. An adequate supply of safe and sanitary housing to meet the housing needs of Monroe County's residents. 2. A housing market which offers a wide range of choice in housing location and types, and which satisfies housing needs of people at all income levels. 3. A living environment which is in harmony with the natural environment and which fosters a sense of community. -52- PLANNING OBJECTLVES The formulation of plans, programs, and projects to be used by Monroe County in attaining the stated housing goals will be guided by the following objectives: I. To insure that there is developed in Monroe County an adequate supply of sound housing for permanent residents, second home dwellers, and tourists that is safe, aesthetically pleasing, and compatible with the surrounding natural and human environ- ment. 2. To encourage the development of low and moderate income housing through joint -efforts of public and private sectors to meet the needs of elderly, handicapped, and low and moderate income households who are unable to secure decent housing at an affordable cost. 3. To minimize housing costs and to encourage energy and en- vironmentally responsible planning. 4. To preserve the existing housing stock and to continue efforts to upgrade or eliminate substandard housing through code en- forcement, rehabilitation, or demolition. 5. To encourage the private industry to play the leading role in meeting Monroe County`s housing needs, and to provide publicly assisted housing in situations where housing needs are not adequately met by the private sector. 6. To'integrate housing and community development -programs in a manner that will facilitate creation of economically balanced neighborhoods. -53- 7. To promote programs that encourage citizen participation and increase public awareness of housing problems. 8. To establish a continuing planning process to ensure the optimal use of private and public housing resources. -54- MEASURABLE OBJECTIVES The specific activities and quantified objectives outlined below are planned and tentatively scheduled in the five year time frame. The attainment of these objectives is contingent upon a number of highly dynamic variables such as availability of funds, general economic conditions, etc., which at best can only be speculated. In the present circumstances, the following appear to be the most realistic measurable objectives that the county should strive for: 1 to 2 'Year Time Frame: A. Acquire a site for low and moderage income housing in the Upper Keys. B. Acquire site for elderly housing in the Middle Keys. C. Construct 130 Section 8 units for low and moderate income families in the Middle Keys(Marathon). D. Adopt a housing code that will set up minimum standards of safety, sanitation, and occupancy for all types of housing. E. Begin code enforcement program in the Middle Keys. 2 to 3 Year Time Frame: A. Acquire site for low --income housing in the Lower Keys. B. Acquire site for elederly housing in the Lower Keys. C. Acquire site for elderly housing in the Upper Keys. D. Construct 120 low-income family units in th-e Upper Keys.. E. Construct 50 elderly units in the Middle Keys. -55- F. Begin code enforcement program in the Upper Keys. G. Institute neighborhood analysis program for the Middle Keys. 3 to 4 Year Time Frame: A. Construct 50 low-income family units in the Lower Keys. B. Construct 10 elderly units in the Lower Keys. C. Construct 40 elderly units in the Upper Keys. D. Begin code enforcement program in the Lower Keys. E. Institute neighborhood analysis program for the Upper Keys. 4 to 5 Year Time Frame: A. Institute neighborhood analysis program for the Lower Keys. B. Set target areas for neighborhood improvement and housing rehabilitation throughout the County. • C. Create a local housing finance agency to promote rehabilitation and homeownership. NOTE: Section 8 Housing: HUD's Section 8 program provides for a rental subsidy to pay the difference between a family's "ability to pay" and the cost of rental property in the community. Whereas, in conventional public housing, assistance is provided by an operating subsidy which maintains low rents. -56- HOUSING POLICIES • GENERAL 1. Encourage private housing industry to provide a sufficient volume of different types of housing to satisfy the wide range of family and individual needs. 2. Promote an open housing market which will provide equal housing opportunity in all parts of the County, for all types of dwelling units, whether publicly or privately owned, to all persons regardless of race, age, religion, sex, ethnic origin, or nationality. 3. Encourage private and joint private -public programs designed to preserve and enhance the existing housing stock and neighborhoods. 4. Encourage local lending institutions to promote housing maintenance, rehabilitation, and construction by establishing and promoting special low interest loan programs for such purposes. -57- LOW AND MODERATE INCOME HOUSING 1. Use County's regulatory and financial resources to aid in overcoming obstacles to the provision of housing to meet the needs of low and moderate income residents of the County. 2. Establish improvement programs to work toward elimination of blighting factors and upgrading of facilities through housing code enforcement, rehabilitation, and demolition. 3. Allocate areas at appropriate locations throughout the County for medium density residential development with permissible densities high enough to provide opportunities for developing moderately priced housing. 4. Solicit housing assistance funds from State and Federal agencies for use in developing housing as needed to supplement efforts of the private housing sector. 5. Encourage and assist in private programs designed to help alleviate the problem of housing for low and moderate income residents of the County. 6. Provide incentives to encourage private industry to provide a wide range of housing including proportion of low and moderately priced units. 7. Encourage non-profit groups to apply for Federal and State assistance for providing sound housing to low and moderate income households. 8. Provide technical assistance to private and non-profit groups interested in providing low and moderate income housing. -58- • 9. Promote homeownership and encourage programs that assist • low and moderate income families in becoming homeowners. 10. Explore various means and ways of finishing the unfinished and abandoned multi -family housing projects in the County, especially in the Upper Keys, so as to make new housing available to low.and moderate income households. -59- HOUSING COSTS 1. Encourage all public and private groups involved in the housing process to develop a coordinated approach to controlling the increase in housing costs. 2. Evaluate existing building code, zoning and subdivision regulations, and construction permitting procedures with respect to their cost implications and eliminate unnecessary elements from such codes, standards, and procedures where they add undue costs to housing. 3. Encourage the use of innovative design concepts, construction techniques, and building materials which would effect re- ductions in construction costs and energy consumption. 4. Adopt development controls that provide for flexibility in residential design to permit a choice of housing type and cost. .m CODES AND STANDARDS 1. Encourage standardization within Monroe County of local codes, ordinances, and implementation methods whenever feasible. 2. Develop and adopt a housing code for Monroe County which will set minimum standards of safety, sanitation, and occupancy. 3. Utilize county's technical and financial resources, when feasible, to provide assistance to those who cannot meet code enforcement standards by themselves. 4. Support programs and policies which provide uniform and equitable treatment of persons or families displaced by public action such as code enforcement, eminent domain procedures, or public construction. 5. Ensure that an adequate number of qualified and competent personnel are available to administer sound enforcement programs. 6. Provide uniform and equitable system of relocating persons and families displaced through public action such as code enforcement, public construction, or the eminent domain procedures affecting housing structures. -61- MOBILE HOMES 1. Maintain the present county moratorium on new mobile home parks as long as the Federal regulations prohibit establishment of new mobile home parks in 100 year statistical storm surge area. 2:- Encourage the provision of adequate community facilities and services in an effort to uplift the social and physical structure of existing mobile home parks. 3. Develop and adopt minimum code and standards to insure that mobile homes provide adequate degree of safety and durability. 4. Seek cooperation of the Division of Motor Vehicles to investigate the existing mobile home stock in order to ensure that every mobile -home is properly tagged and registered. =62- CITIZEN PARTICIPATION AND PUBLIC AWARENESS 1. Promote meaningful citizen participation in the housing planning process and in the development of housing strategies for the county and for individual neighborhoods. 2. Disseminate available technical information on housing planning, problems, and opportunities in an effort to increase public awareness. -63- INTERGOVERNMENTAL COORDINATION 1. Require that efforts of any county agency in the area of housing be coordinated with relevant county agencies and departments. 2. Coordinate housing planning and programming with other political jurisdictions in Monroe County. 3. Cooperate with the South Florida Regional Planning Council in the development of the Areawide Housing Opportunity Plan (AHOP), and assume responsibility for providing the county's fair share of housing for low and modera%e income families. -64- CHAPTER - 5 IMPLEMENTATION. HOUSING AND THE COMPREHENSIVE PLAN ,, In the broader framework of the Comprehensive Plan, housing is not an end in itself, but a means to an end. The housing issues discussed in this element should not be viewed as strictly con- cerning the provision of a dwelling unit alone, but rather, they should be viewed from the perspective of providing a living environment that would satisfy individual, family, and community needs. As a necessary prelude to creating such a living environ- ment, housing planning and programming must take cognizance of a wide range of factors such as supporting infrastructure, community facilities, environmental protection and so on. The fundamental nature of relationship between the land use and housing elements dictates that realization of housing goals and objectives is not possible without a land use policy framework which will provide for the range of housing opportunities necessary for this to occur. The most primary function of the County Land Use Plan in these regards is to assure that there are areas throughout the County in.a wi-de.range of densities that will permit a variety of hosuing types in different price ranges. The County Land Use Plan while acknowledging the -housing problem, defines its nature and sets forth policies which will promote the provision of housing to meet the needs of low and moderate income familites. The specific references to this effect are made in Section 'C' of the Land Use and Development Policies contained in Chapter 2 of the County Land Use Plan. It is important to note that the Land Use Plan which is strictly -65- policy -oriented in nature, avoids any reference to specific densities for different areas of the County. This is so, because the highly unique make-up of the County precludes any possibility of drawing a parallel between the situations in Monroe County and any other county on the mainland. Throughout the course of planning for environmental management in Monroe County, it has been recognized that distribution of structural densities in the Keys on an areawide basis should be accomplished by way of ex- tablishing carrying capacity based on the natural and urban systems of the area. This is the approach that the county has accepted and established in the 'Growth Management Policy 1.3' as set forth in Chapter 2 of the Land Use Plan. Until such time that a definitive carrying capacity for the Keys is established, a premise on which a variety of high and low density standards could be established does not exist. Nonetheless, the implementation strategies outlined in Chapter 4 of the Land Use Plan do call for revision of the existing zoning ordinance to assure its conformance with the policies and principles of the Land Use Plan. The County Zoning Ordinance presently permits development in densities ranging from 3.5 units per gross acres to 8 units per gross acre in residential districts RU-1 thru RU-4. It is generally accepted that gross densities of 3.0 or more allow for the construction of units that can accommodate the middle income home buyer. The periodic updating and revision of the Zoning Ordinance will assure that there are areas throughout the County zoned for residential densities high enough to accommodate housing for moderate income families and lower income families assisted by government subsidies. 11 It is also imperative that planning of housing activities be coordinated with county's existing and proposed plans and programs in various other areas. Among such plans and programs, the supply of potable water is a highly critical factor in the Keys. The Florida Keys Aqueduct Authority was issued a ten year water/ transport permit in 1974 by the South Florida Water Management District which allows the Aqueduct Authority to transport up to 13.5 million gallons of water per day down the pipeline by the year 1984. The F.K.A.A. is presently in the process of making arrangements for the construction of a new pipeline from Florida City to Key West which will replace the antiquated pipeline presently in service, and thus, insure adequate supply of potable water to the Keys' residents. The Florida Keys Aqueduct Authority projects the fiaximum water demand of approximately 19 million gallons per day by the year 1998 to serve the maximum population of nearly 83,000 residents and 31,000 average annual equivalent of tourists. Whereas the housing demand in Monroe County is based on the projected permanent population of nearly 72,000 by the year 2000. It should be pointed out that the projected resident population used in the FKAA's water plan includes permanent as well as second home residents whose housing needs have been projected and analyzed on a comparable population base in this element. Among other factors related to the creation of a desirable living environment the ones having the most impact are the adequacy of wastewater treatment and solid waste disposal facilities, provision of schools, parks, and other community facilities. -67- LOCATION OF ASSISTED HOUSI"NG Since the enactment of the Housing and Community Development Act of 1974, local governments have been required to designate areas suitable for new construction of assisted housing. Any HUD assisted housing development must be located within these designated areas and any specific site selected must be approved by the HUD officials. The Monroe County Housing Authority has developed criteria and standards to evaluate areas- within the county for their suitability for assisted housing. The following criteria are presently used by the county to evaluate federally assisted housing projects: 1. A project's ability to meet the housing needs at the community level in terms of furthering the revitalization and stabilization of the community. 2. A project's ability to provide a greater choice in housing opportunities- relative to location and unit size, 3. A project's ability to avoid undue concentrations of lower income and minority families, 4. The availability of adequate public facilities necessary to guarantee the viability of the housing environment, 5. The project's effect on the surrounding environment, and 6. The surrounding areas potential effect on the living environment of the housing project. The foremost consideration in site selection is the creation of economically balanced neighborhoods which will avoid concentration of minority groups and will offer equal housing opportunities to all people. This consideration is reflected in the specific site selection standards that have been established in the Monroe County Housing Assistance plan. The general locations recommended for asissted housing in this document were judged suitable for such housing by these standards and criteria. (FIGURES 3-A, 3-B, and 3-C) -69- ;% 17 Wby r r � � ybO �Nb ! / a p , a a r r � N � J I, n _ a _J f Q / U v 19 yW1 .r" % 0 W 4 � O � I I1Z r o� w 130 2 a 0 U z Paz Z2 is Q Y w Y Y � u } o w Y ; F Q t w J 30 o� J m m. w3 I> F. W Y 0 LL Y o �. 0 QOY OQ W 2 0�0 0 W U OJZ wo 2 11 w 0 ww � W 0 50 4 1 ! a m 1 M W cr D I 2 1 W �l m 0°W I I w a00 pW i �m2 I o J 22` 2 I 0Q I I J a � i 6 14y y�; * T ^ ko I Y N�6•'y a 1 l I 9 I � � I I u ry� 1 V 1 I m 1 _ 1 Q 1 1 Q - W / c� F Q 1 Y 1 r ` Y �etact W Y W 1 3 1 I I Wo J I8. 0 C) 0 ►- Q N � 3 :f o > W �% LU W b� p = GPdr O 'z WY � I LL o 0 I o 2 U! 0 ZI o a t-0 a j o a W Y F ElD 0 2 z W13 r CC G 0 U 0 2 � W b r - 20 IL o Q W r 0 —71— _ U M w LL O t 1 1 Q 1 I �e •e 1 4 +• 1 1 Q 1 4-3 1 j 0 Y vo P a o h 0 N SHED,. f W L] yt 9 �,a 0 IQ I ti g� i3 8 s I� IL i / 1 \` Y Q 0 • 1 1 Y d u 6 y� OI O 4Y �' y`• v = 1 a 1 � 1 r i 4 ; � 1 i W Y 0 J Q W 0 W n 0 f Wm 0. 3 W Q W � W a a 7 f 0 LL N Z Z N 0 00 Q UO OQ cW G 3 DJz Z Wm 20 2aW O F' W W � W O SO S ` -72- IMPLEMENTATION STRATEGIES In the area of housing and community development, Monroe County has just recently got off the ground. The broad information base and extensive housing planning experience necessary for the county in order to develop realistic strategies and programs just do not exist. In spite of a number of studies and reports produced in the past years, this is Monroe County's first attempt in developing a comprehensive housing policy. It is intended that this housing plan will be complimentary to the efforts of other agencies involved in the planning of housing resources, particularly the Monroe County Housing Authority. Since its inception in 1969, the Housing Authority has been involved in promoting housing for the low and moderate income residents of the county, and in the recent years it has indicated positive signs of realizing some of its goals. As part of its policy to distribute housing opportunities for the low and moderate income families throughout the Keys on an equitable basis, the Housing Authority has concentrated its efforts towards Section 8 housing to be. built in the Middle; Upper, and Lower Keys in the order of priority. Due to the very limited supply of older housing in the unincorporated area, an extensive rehabilitation program cannot be justified as a high priority item in the housing plan. The major emphasis must be placed on the provision of new housing of different types and in various price ranges. In order to influence the supply picture • of the housing market, the most effective strategy at this point -73- in time is to promote construction of low and moderate income housing. Realization of this objective will necessitate that the gap between income and costs for adequate living accommodations be bridged with a subsidy. HOUSING FOR LOW AND MODERATE INCOME FAMILIES: The efforts of the Monroe County Housing Authority are presently aimed at providing rent supplements by way of Federal subsidies while increasing the total amount of the housing stock available to low and moderate income households by making new construction economically available. The Federal program chosen for this purpose is the "new construction" component of the HUD's Section 8 program. The Section 8 program provides for a rental assistance payment to pay the difference between a family's "ability.to pay" (15% - 25% of the family's income) and the cost of decent, safe, . and sound rental property in the community. The program is strictly a rental assistance program and does not in itself provide for mortgage financing. Financing is expected to be obtained through the private market. The proposed new construction in Monroe County intended for Section 8 rental assistance is expected to be financed by creating a special instrumentality to float bonds. I Statewide, the Section 8 new construction program has not been very successful. The primary reasons for this are the inadequacy of the fair market rents, the inability of HUD to provide long-term financing, and the absence of State role in housing finance. With careful planning and persistent efforts, some of these obstacles could be overcome. But, where the new construction -74- program does have a substantial opportunity for success is in combination with HUD's 202 Elderly Housing Program and FmHA's 515 Rural Rental Housing Program. In both cases, the financing is a direct Federal loan and the interest rate on the loan is sufficiently below the market rate to add security to the project. It would behoove the county to explore further possibility of combining one of these two programs with the "Section 8 new construction" component. In the future, whether it will be by way of Section 8 or conventional public housing that the county will choose to meet the housing needs of low and moderate income families is a matter of speculation. The success or failure of county's present efforts on Section 8, and the ever changing image of Federal regulations will largely determine the course that the County will pursue in the future in the area of low and moderate income housing. As a means to encourage and stimulate new construction through creative financing, the county should also explore feasibility of establishing local housing finance program. Community Development Block Grant Funds could provide seed money for such a program to make low interest loans avilable to eligible borrowers for new construction or rehabilitation. Another form of local housing finance program would involve the use of mortgage insurance rather than direct lending. This means that the local housing agency would insure the repayment of mortgage loans made by a private lending institution to eligible participants. -75- In any event, the problem of providing decent housing to low and moderate income families remains one of the most challenging and formidable tasks of the present era. In most cases of low and moderate income families, the gap between the cost of housing and the family's financial capacity to pay for a housing unit is so vast that little can be achieved towards this goal without direct government subsidies in one form or the other. Unfortunately, over the past several years the flow of housing assistance funds, particularly from the Federal government, has been slowing down, and the present trends indicate that their availability in the future remains quite unpredictable. Under these circumstances, the County must take a positive approach by setting aside some resources to supplement whatever Federal or State funds by way of rental and/or homeownership assistance could be obtained and make a consolidated effort involving both the public and private sector. Success in this area will depend to a large degree on community's determination, perseverance and commitment to a goal. Mere wishful thinking or superficial, scattered and half-hearted efforts will leave much to be desired in the end result. NEIGHBORHOOD QUALITY: The provision of housing alone does not create a desirable living environment. Equally important is the creation of high quality neighborhoods in which people will want to live. The information on housing units and households contained in this report is useful in helping to define the quality of neighborhoods. But in itself, the information is inadequate to fully analyze and evaluate the existing neighborhoods. -76- It is important that the county establishes a neighborhood analysis and area treatment program. The purpose of this program would be classifying existing neighborhoods on the basis of analysis of a number of physical, socio-economic, and public facilities/service factors. The neighborhood classification scheme will be used to identify types of actions necessary to upgrade neighborhoods to "standard" conditions. The three tier system will classify neighborhoods according to their conditions: 1. Conservation. This category represents- areas where housing is basically sound and which contain relatively few units- of a substandard nature (0-25%). Substandard conditions in such areas could be corrected with a minimum of public enforcement. Such neighborhoods should be under a periodic surveillance, and instances of blighted conditions referred to an appropriate agency for action. 2. Rehabi1itati:on. These areas are those where 25 to 75% of homes are in deteriorated condition. These area could be further divided into modest rehabilitation (25 to 50%) and concentrated rehabi'litatio.n (51 to 75%) on the basis of the extent of deterioration. Within these areas concentrated code enforcement program should be undertaken. Where necessary, a program of increased maintenance, service, and repair and replacement of -77- _ deteriorating streets and other facilities should be initiated as part of the capital improvement program in order to avoid the need for more drastic action in the future. 3. Restoration. This category will include areas where 50% or more housing units warrant demolition, or 76% or more units are in substandard condition, or where a new development pattern can be used to correct adverse conditions based on outmoded platting techniques. These areas will have to be studied and analyzed in greater detail with a view toward developing a detailed land use and redevelopment plan for the area. CODE ENFORCEMENT: At the very core of any neighborhood improvement plan are code enforcement and rehabilitation programs which provide the mechanism for the plan to function. This would require the county to adopt a housing code to provide minimum standards of safety, sanitation, and occupancy. The condition and maintenance of the structure and its utilities, and often occupancy standards, are regulated by housing code. Enforcement of the code will provide current and more comprehensive information on substandardness needed to delineate in greater detail strategies for housing assistance. -78- HOMEOWNERSHIP: Homeownership is still an integral part of American Dream,but over the years, the cost of fulfilling this dream has become prohibitively steep. Increasing land and construction costs and mounting inflation together have placed homeownership beyond the financial means of a large percentage of Americans. In Monroe County where the median household effective buying income in 1976 was reportedly approximately 23% lower than the U.S. median, and nearly 4% lower than the State median, the task of providing opportunities for homeownership becomes even more formidable. As pointed out earlier in Chapter 2 of this report, nearly 80% of the households living in Monroe County will be unable to buy an average home costing over $50,000 today. Furthermore, a little over 69% of the households cannot afford a house costing over $37,500, approximately 47% cannot afford over $25,000, while nearly 36% have their financial limit at $20,000.* This,then, is the magnitude of the problem which demands that these grim economic statistics be given careful consideration when instituting a program designed to promote homeownership. *These figures are based on the percentage of households by Effective Buying Income group for 1976 as published in the Sales and Marketing Management's Survey of Buying Power, and the general thumb -rule used by the lending institutions in our area which allow a household to secure a mortgage for unit purchase equal to 2.5 times annual income. -79- There are two basic ways in which homeownership could be encouraged: 1. effort by private sector , and 2. a coordinated effort by both public and private sectors with homeownership assistance. In an effort to encourage private sector to take a lead in promoting homeownership, the County must encourage the use of innovative design concepts, construction techniques, and building materials which would result in the reduction of housing costs. Manufactured housing, because of its lower cost and availability locally holds a good promise in this regard. At the present time, there are four different brands of.manufactured homes locally available which are approved by the Department of Community Affairs and which meet the specifications of the Southern Standard Building Code. Average cost of a 1000 sq.ft. manufactured home (pre-fab or modular) runs between $27,000 to $34,000, depending upon the land elevation, size, and location of lot and site design. The cost of such homes is certainly lower than standard -built CBS homes, but it is still beyond the reach of 40 to 50% of the households without some form of assistance. Nonetheless, the efforts of the private sector in experimenting with the new concepts, techniques, designs and materials must be recognized; and, on its part, the County must continuously evaluate its building code, zoning, subdivision regulations, and construction permitting procedures with respect to their cost implications and eliminate unnecessary elements where they add undue costs to housing. The second approach to promoting homeownership relies upon public assistance. One of the prime long-term objectives of housing assistance programs is to provide the low income family with an .m opportunity for upward mobility in the free housing market. The underlying assumption of this objective is that a low or moderate income family presently occupying publicly assisted housing would like to own a house when the savings set aside by the family over Years are sufficient. However, in most cases savings of low and moderate income families, including those living in publicly assisted housing, will not be large enough to match the high cost of home- ownership without some kind of assistance. Such assistance can be provided in a number of ways. The County can play an active role by establishing a local housing finance program to make low interest loans available to eligible borrowers or hold the second mortgage for a low interest rate for those eligible home buyers who could obtain the first mortgage from a private financial institution. Such a Home Ownership Assistance Loan Program has been very success- ful in Dade County. Homeownership assistance could also be provided in the form of subsidy as in the case of HUD's Section 235 homeownership subsidy program and FmHA's Section 502 homeownership loan program. HUD's Section 235 is a program of homeownership assistance for lower income families which provides assistance in the form of -monthly payment to mortgagee, which in effect reduces the interest costs to as low as 5% if the homeowner cannot afford mortgage payment with 20 percent of his adjusted income. A buyer must pay at least 20 percent of his adjusted gross income, or the 5 percent adjusted interest rate amount; whichever is the higher; HUD then pays the balance of the total mortgage payment to the lender on his behalf. Maximum annual adjusted family income limits established by HUD for Monroe County as of February 1978 are: -81- .De Number of Persons in the Family 1 2 3 4 5 6 7 8 QQllars 8250 9400 10600 11800 12500 13250 14000 r: 14750 er A homeownership loan under this program requires a downpayment of p' 3% on the first $25,000, plus 5% on the balance over-$25,000, and provides mortgage up to $37,500 in high cost areas like South Florida. ;i This maximum mortgage limit which has been raised.recently from they' t previous low limit makes this program more attractive and practical'` than ever. di% Under Section 235, an individual cannot directly apply to HUD for a subsidy. Like Section 8, the program has to be set up locally from ;e the beginning. Due to the limited availability of funds under this ;t program, HUD makes allocation for a certain number of units for 'T .n( each community in accordance with their criteria. After the _ 770, community's application for the allocated units is approved by the HUD, funds are set aside. But it is the community's responsibility`s to set up a program which would involve financial institutions ;ut willing to participate, builders willing to conform to the FHA specifications, and a local housing agency capable of administering ` is the program locally. It is also necessary to make homeownership `5 )rc counseling available to prospective homeowners before units are nc built. Section 235 does not provide funds for land acquisition. :sFunds for this purpose must come from other source like the CDBG, to or a loan from the Florida Rural Housing Land Acquisition and Site u� Development Assistance Trust Fund. This trust fund enables the. r, n Secretary of the Department of Commjnity Affairs to make loans at a 3 percent interest rate to local governments, housing authorities, and county commissions in rural areas for the purchase of raw land and the development of homesites which could ultimately be sold at cost to families of low and moderate income. Under FmHA Section 502 rural housing loan program, loans are avail- able to eligible low a.nd moderate income families for construction, repair or purchase of housing. Restrictions on the use of the loans are that: a dwelling financed for a family with a low or moderage income must be modest in size, design and cost; an applicant must be without adequate housing or without sufficient resources to provide on his own account the necessary housing; and be unable to secure the necessary credit from other sources upon terms and conditions which he reasonably could be expected to fulfill; and the housing must be located in a place which is rural in character. It is important to emphasize that Monroe County's experience in housing, particularly housing for low and moderage income families, is very limited. The experience and information necessary to take full advantage of various state and federal housing programs will build up as the County endeavors to solve the housing problem. But it must -be remembered that the housing problem transcends the capability or jurisdiction of any single entity, public or private, to achieve a solution. It would require a smoothly functioning team effort among the private sector, the local community, and the County, State, and Federal Governments to provide a solution to the problem of housing. "11 PROGRAM EVALUATION Evaluation of implementing programs is an important part of the housing delivery process. In order to insure that the efforts are properly targeted, follow-up program monitoring is necessary. Evaluation is also needed to asses effectiveness of programs, and to help establish priorities among programs. The only major housing program presently underway in the unincorpor- ated area of Monroe County is the development of new assisted housing for low and moderate income families through Section 8 (or conventional public housing). But it is expected that in the course of time, more programs will evolve along the lines outlined in this document A tentative schedule of these programs is presented in the "measurable objectives" which conform with the goals, objectives, and policies set forth in this document and the Housing Assistance Plan. Evaluation of housing programs can be carried out through analysis of the level of achievement of measurable objectives providing compraison of the following three program aspects: 1. Accomplishment of program compared with objectives; 2. Accomplishment level and/or cost -per -service unit of one program or project with another of -similar type to the same community; 3. Accomplishment level and/or cost -per -service unit of local programs/projects compared with similar programs in other communities, or with some accepted "yardsticks". -84- Evaluation of ongoing programs on a continual basis will facilitate the planning staff in the annual review and update of the Housing Element along the lines laid out in the Land Use Plan. The following are the specific procedures for utilizing program evaluation recommended by the Department of Community Affairs: 1. Set measurable objectives for each program or functional area; 2. Provide forms to report needed data for evaluation of attain- ment of objectives; 3. Determine the most appropriate evaluation techniques to be utilized in measuring achievement; 4. Determine interim and final impact points --reporting times -- for each program area, target and/or project; 5. Provide time schedules to permit delivery of evaluation results prior to the next planning cycle; 6. Include statements of measurable objectives for each program area in the proposed housing plan; 7. Include review of measurable objectives as part -of plan review; 8. Include modification/refinement of measurable objectives following review, as part of plan modification/refinement; 9. Provide program evaluator with monitoring reports for use in evaluation; 10. Conduct evaluations to meet schedule as decided; 11. Deliver program evaluations at required intervals; and 12. Utilize evaluation data in the deliberations concerning subsequent project planning and selection of appropriate programs. A NDIA TECHNICAL APPENDIX 1 EXISTING HOUSING STOCK IN KEY WEST 1970 U.S. Census Total No. of all housing units All year-round units Single Family Multi Family Mobile Homes Total 5,086 53.1% 4,178 43.6% 310 3.2% 9,574 100% Seasonal Units Single Family=53.1% of 28 = 15 Multi Family =43.6% of 28 = 12 Mobile Homes = 3.2% of 28 = 1 Total No. of all Housing Units broken down by structure type: 1970 Census Single Family 5086 + 15 = 5101 Multi Family 4178 + 12 = 4190 Mobile Homes 310 + 1 = 311 Total 9602 9,602 9,574 RR In order to bring this inventory up-to-date as of June 1977, the number of new residential units built since 1970 census will be added and those which were demolished or condemned since 1970 census deducted from the 1970 inventory. *Number of new residential units built after 1970 Census Year Single Family Multi -Family 1970 10 - 1971 18 4 1972 40 - 1973 12 - 1974 20 - 1975 16 - 1976 28 4 1977(thru Aug.) 7 Total 151 8 *Telephone conversations with Ms. Bean of the City of Key West • Building & Zoning Dept., Sept. 1977. *The total number of units demolished or condemned in the same period is approximately 60. Assuming 60% single family and 40% multi family Single Family demolished or condemned 36 Multi -family demolished or condemned 24 ** Condemned Navy multi -family units 340 Total 400 Net gain in the housing stock since 1970 Census: Single Family 151 - 36 = + 115 Multi -Family 8 -400 = - 392 MOBILE HOME STOCK IN KEY WEST The number of mobile homes registered with the County Tax Collector's Office is 226 as of January, 1977. Since this number did not appear to reflect the correct count, (lower than the 1970 Census count of 311), each individual mobile home park was contacted by telephone (Sept. 1977). Key West Trailer Court 1015 Simonton St. Total 39 spaces 22 Mobile Homes for year-round occupancy - owned by the trailer court 100% occupied Key West Villas Mobile Home Park 1300 15th Court 79 Mobile Homes for year-round occupancy *Telephone conversations with ' Ms. Bean of the City of Key West Building & Zoning Dept., Sept. 1977. **Telephone conversation with Mrs. Montavon, Office of Navy Housing Project Manager, Oct. 1977. -87- Stadium Mobile Home Park 1213 14th St. 280 Mobile HOmes for year-round occupancy Maspic Trailer Park (Navy owned) 42 Lots 25 Mobile Homes Total No. of Mobile Homes = 22 + 79 + 280 + 25 = 406 All housing units by structure type, July, 1977. Single Family 5101 + 115 = 5216 Multi Family 4190 - 392 = 3782 Mobile Homes 406 All Units Total 9404 TECHNICAL APPENDIX 2 Monroe County 1970 Housing Stock (Based on 1970 U.S. Census) All year-round Units Single Family 10593 53.1% Multi -Family 6157 30.9% Mobile Homes 3183 16.0% 19933 100 Seasonal Units Single Family 794 x 53.1 = 422 100 Extrapolated Multi -Family 794 x 30.9 = 245 100 Mobile Homes 794 x 16 = 127 100 794 Total Housing Stock, 1970 Single Family 10593 + 422 = 11,015 Multi -Family 6157 + 245 = 6,402 Mobile Homes 3183 + 127 = 3,310 All Units 20,727 Unincorporated Area of Monroe County 1970 Housing Stock(Based on 1970 U.S. Census): All year-round Units 10,170 Seasonal Units Single Family Multi -Family Mobile Homes Single Family Multi -Family Mobile Homes 5385 53.0% 2003 19.7% 2781 27.3% 10170 1 00 766 x 53 100 = 406 766 x 19.7 100 = 151 766 x 27.3 100 = 209 766 Total Housing Stock, 1970 Single Family 5386 + 406 Multi -Family 2003 + 151 Mobile Homes 2781 + 209 = 5792 = 2154 = 2990 10936 19933 794 766 TECHNICAL APPENDIX 3 • KEY WEST Projections of Permanent Resident Ponulati.on Year Population 1978 29200 1980 29500 1985 30100 1990 30700 1995 31500 2000 32200 Sources: 1. Black, Crow, and Eidsness Engineering & Financial Report to F.K.A.A. April, 1976 2. Black, Crow & Eidsness Monroe County 201 Facilities Plan, 1977 KEY COLONY BEACH 1976 Population 1359 Source: University of Florida 1990 Projected Population 1800 Source: Key Colony Beach General Development Plan Milo -Smith & Associates, 1973 Projections of Permanent Res-i'dent Population Year Population 1978 1438 1980 1517 1985 1675 1990 1800 1995 1885 2000 1960 Source: Monroe County Planning Dept., 1977 5y extrapolating permanent population projections contained in the Monroe County 201 Wastewater Facilities Plan (1977), population growth for Key Colony Beach through 2000 was based on percentage resident population growth of 201 study area. -90- - LAYTON 1976 Estimate of permanent population - 174 Source: University of Florida Projections of Permanent Resident Population Year Population 1978 184 1980 194 1985 214 1990 230 1995 241 2000 250 Source: Monroe County Planning Dept., 1977, By extrapolating permanent population projections contained in the Monroe County 201 Wastewater Facilities Plan (1977), population growth for Layton through 2000 was based on percentage resident population growth of 201 study area. UNINCORPORATED AREA 1976 estimate of resident population - 26,777 Source: University of Florida Projections of Permanent Resident Population Year Population 1978 27578 1980 29089 1985 32111 1990 34470 1995 36074 2000 37490 Source: Monroe County Planning Dept., 1977, Projections arrived at by subtracting future population projections of Key West, Key Colony Beach, and Layton from the latest Monroe County population projections published by the Bureau of Economic & Business Research of the University of Florida. • -91- HOUSEHOLD SIZE 1970 Monroe County average household size - 2.8 (U.S. Census of Population, 1970) According to the Bureau of Economic & Business Research(UoF) the average household size has decreased by approximately 8% since the 1970 Census. Therefore, 1977 household size: 2.8 x .92 = 2.58 It is estimated by the Department of Community Affairs that Florida's family size will decrease at a rate of one to two percent a year. Assuming a steady decline of one percent a year in the Monroe County household size, the following projections have been made: 1978 2.55 1980 2.50 • 1985 2.38 1990 2.26 1995 2.15 2000 2.04 PROJECTIONS OF HOUSEHOLDS n unincorporated area Permanent Households: Year Resident Population Permanent In Housing Units/H.H. Size Households 1985 (32111 x .97) /2.38 13087 1990 (34470 x .97) /2.26 14795 1995 (36074 x .97) /2.15 16275 2000 (37490 x .97) /2.04 17826 It is estimated that approximately 3.5% of the present permanent population is housed in group quarters (mostly in military • barracks on Naval Base). It is assumed that on the average, 3% of the permanent population will be housed in group quarters at any given time through the year 2000. -92- SEASONAL HOUSEHOLDS The 1970 study by Milo Smith & Associates indicated that approx- imately 25 to 30 percent of the households, not including the Key West area, were seasonal residents. The recently accumulated data and information indicate a considerable shift towards seasonal - occupancy since 1970. It is estimated that the percentage of seasonal households at the present time may be as high as 30 to 35%. In light of the increasingly higher costs of maintaining two homes, it is not likely that the percentage of seasonal households will increase in the future. In fact, the present state of economy and higher construction costs could be construed as indicating a downward trend. However, for the purpose of projecting future seasonal households, it has been assumed that 30% of all households in any year through 2000 will be seasonal residents. Year Permanent Seasonality Households Factor Total Households 1985 13087 x 1.4286* 18696 1990 14795 x 1.4286 21136 1995 16275 x 1.4286 23250 2000 17826 x 1.4286 25466 *For 100 total households, 70 permanent and 30 seasonal: Therefore, 70 - 100 100 l (�) 70 = 1.4285714 Therefore, for every one(1) permanent household, there Will be .4286 seasonal households. -93- TECHNICAL APPENDIX 4 MONROE COUNTY CENSUS DATA, 1970 Population: 52586 Number of Housing Units 20727 Number of Households 16784 Average Household Size 2.893 Number of Families 13620 Average Family Size 3.262 SECTION 8 - HOUSING ASSISTANCE INCOME LIMITS FOR MONROE COUNTY: HUD established Effective as of January 17, 1978 1 Person 3 0 5 Persons 6700 VERY -LOW INCOME FAMILIES 2 Persons 4950 6 Persons 7200 3 Persons 5600 7 Persons 7700 4 Persons 6200 8 Persons $8200 LOW INCOME FAMILIES 1 Person 2 Persons 3 Persons 4 Persons ' 6950 7950 8950 9900 ' 5 Persons_ 6 Persons 7 Persons 8 Persons 10,550 $11,150 TT1,800 $12,400 -94- MEDIAN HOUSEHOLD INCOME 1976 Median Household Income 11500 ('HUD' computed median income for Monroe County) Convert 1976 median income into 1970 constant dollars: CPI 1976 x MHI' 1976 = 1976 MHI in 1970 constant dollars CPI 1970 CPI = Consumer Price Index MHI = Median Household Income 0.587 x 11,500 = 7849.4 0.86 = approx. 7850 But, since the breakdown of families by income and size is not available, the basis of income and family size cannot be used as a determinant of families in need of housing assistance. Therefore, the conventional formula of less than 80% of the median income has been employed. as a criterion in determining low and very low income families.* Therefore, 7850 x .80 = 6280 *A low income family is defined as the family whose net income is below 80% of the median income of the area; whereas, a very low income family's net income is below 50% of the area's median. -95- 1970 DISTRIBUTION OF FAMILIES BY INCOME U.S. Census of Population, 1970 1 $1-999 2 $1,000-1,999 3 $2,000-2,999 4 $3,000-3,999 5 $4,000-4,999 6 $5,000-5,999 *7 $6,000-6,999 Total Families in Upper Keys 50 93 179 161 149 160 285x.28= 80 120x.28= 34 136x.28= 38 Families in Families in Lower Kevs Middle Kevs 131 55 68 81 125 98 123 131 221 137 350 145 *Assuming uniform distribution of families in each income bracket, 28% of the families in income bracket 7 have been computed as earning less than $6,280 per year. TOTAL NUMBER OF FAMILIES IN NEED OF HOUSING ASSISTANCE IN 1970 • Lower Keys 1098 42.1% Middle Keys 681 26.7% Upper Keys 830 31.8% Unincorporated Area 2609 100% In 1970, for every 1 family there was 1.23 household: 16784 = 1.23 13620 Therefore, 2609 families x 1.23 = 3209 Households in 1970 1976 HOUSEHOLD IN NEED OF ASSISTANCE Total No. of Households in 1970 in Unincorporated Area of County = 8015 Total No. of Households in Unincorporated Area in 1976 = 26777 = 10299 2.6 Therefore, number of households in need of housing assistance in 1976: m 10299 x 3209 = 4123 households in need of housing 8015 assistance in 1976 in the Unincorporated Area of Monroe County -96- DISTRIBUTION OF HOUSEHOLDS IN NEED OF ASSISTANCE BY GEOGRAPHICAL SECTORS: Assuming the 1970 percentage distribution of families of low and very low income families will remain the same in 1976: Lower Keys - 4123 x .421 = 1736 Middle Keys - 4123 x .261 = 1076 Upper Keys - 4123 x .318 = 1311 Unincorporated Area 4123 low and very low income. h.ouseh_ol ds in 1 q76 i:n need of h-ousing assistance -97- GLOSSARY Assisted Housing Housing built orsubstantially rehabilitated with financial assistance from local, state, or federal government to benefit low and moderate income families including handicapped and elderly households. Code Enforcement Enforcement of locally adopted ordinances or regulations that specify the minimum conditions under which dwellings are considered fit for human habitation. Unsanitary conditions, faulty wiring, inadequate heat, overcrowding, and structural hazards are housing deficiencies that housing codes are designed to identify and prevent or control. "Conventional" Public Housing Responsibility for development, ownership, and management of public housing rests with the local housing authority. The LHA acquires property, retains the architect and con- tractor, and manages the development after completion. Dilapidated Those units which are structurally questionable or unsound. They are in need of a major rehabilitation effort and to be brought into compliance with minimum standards would require major work at considerable expense. These units may be unfit for human habitation and can be characterized by bad sills, joists, rafters, sagging rooflines, cracked walls, broken or missing piers, unstable foundations, and unsound steps or stairs. They also may need replacement of siding, flooring, studding, the roof, window casings, sanitary facilities and other related deficiencies. Deteriorating Those units which are basically sound, but are in need of substantial repairs, such as, painting, roofing, replacement of siding, flooring, or screens. The repairs required are more than a normal maintenance effort. These structures must have good rehabilitation potential and can be characterized by deteriorating eaves, rafters, and appurtenances. Effective Buying Income(EBI) EBI ....... is personal income less personal tax and non -tax payments. Personal income is the aggregate of wages and salaries, other labor income (such as employer contributions to private pension funds), proprietor's income, rental income -98- (which includes imputed rental income of owner. -occupants of non -farm dwellings), dividends paid by corporations, personal interest income from all sources, and transfer payments (such as pensions and welfare assistance). Deducted from this total - are personal taxes (federal, state and local), non -tax payments' (such as fines, fees, penalties), and personal contributions for social insurance. The resultant figure is commonly known as "disposable personal income". Market Statistics, the research division of Bill communications that prepares the Survey data, removes from this figure compensation paid to military and diplomatic personnel stationed overseas to arrive at Effective Buying Income. Effective Buying Income is a bulk measurement of market potential. It indicates the general ability to buy and is essential in comparing, selecting, and grouping markets on that basis". (Sales and Marketing Management, "1977 Survey of Buying Power, p. A-54, July 25, 1977) Family A family consists of two or more persons related by blood, marriage, or operation of law. Household A household consists of all the people occupying a single housing unit. The members of a household need not be related, and a single person living alone in a housing unit is also counted as a household. All persons who are not members of households are regarded as living in group quarters: Housing Finance Agency A public agency is created and authorized to issue tax-exempt bonds. The low net interest cost on the money generated from the sale of the bonds enables the agency to finance, at below market interest rates, the construction of housing for qualified low and moderate income persons. The savings achieved by the agency borrowing its money at the lower tax-exempt rate is passed on to the ultimate housing consumer. Housing Unit A house, an apartment, a group of rooms or a single room occupied or intended for occupancy as separate living quarters. Mm Low, Very Low and Moderate Income Households A family or a household whose net income is below 80% of the median household income of the area is considered a low income household; whereas a very low income household is defined as the one whose net income is below 50% of the area's median household income. A moderate income family or a household is defined as earing less than the area's median household income. (These income levels are subject to adjustments upward or downward for family size). Median Household Income This fi4ure divides the income distribution into two equal parts. If all households in the County were lined up in order of income size, the household with the median income would have half the households in front of it and half behind it. It is considered a more reliable indicator of an area's relative income level than is Average Household Income because it is less likely to be skewed by statistical oddities. Median Household •' housing programs by the HUD, and Effective Buying • Buying Power. Rehabilitation Income used for defining thresholds in most is computed annually for each jurisdiction is a little different than the Median Household Income as computed annually in the Survey of The restoration of deteriorated structures, neighborhoods, and public facilities. Section 8 Housing HUD will provide housing assistance payments: on behalf of eligible lower -income families (i.e., families whose income does not exceed 80 percent of median income for the locality) occupying newly con- structed, substantially rehabilitated or existing housing. This payment will make up the difference between the approved rent for the unit and the amount the family is required to pay which is not less than 15 percent or more than 25 percent of the family's adjusted income. Housing projects may be owned by private owners, both profit -motivated and non-profit, and by public housing agencies. Subsidy - Any grant or aid furnished by a government to a private vidual, commercial enterprise, charity organization or the like for an undertaking to which a private interest is imputed. The term includes aid to promote social services and housing production, or rehabilitation. -100- Substandard- A housing unit is classified as substandard if it ' lacks some or all plumbing (hot and cold piped water, flush toilet, and bathtub or shower) or if it is designated deteriorating or dilapidated because of other structural deficiencies. -101- REFERENCE MATERIAL 1. Black, Crow & Eidsness, Inc., Population Projections for the Monroe County 201 Facilities Plan, January, 1977. 2. Black, Crow & Eidsness, Inc., Monroe County 201 Wastewater Facilities Plan Executive Summary, 1977. 3. Black, Crow & Eidsness, Inc., Engineering & Financial Report to the Florida Keys Aqueduct Authority, April 1976. 4. Bureau of Economic & Business Research, University of Florida; Florida Statistical Abstract 1976. 5. Bureau of Economic & Business Research, Division of Population Studies, University of Florida; Projection of Florida Population for 1978-2000, 1976. 6. Florida Department of Community Affairs, Housing in Florida- 1977. 7. Florida Department of Community Affairs, A Housing Planning Workbook for Local Governments. .• 8. Florida Department of Administration and Department of Community Affairs, Housing & Community Development Element of the State Comprehensive Plan, 1976. 9. Hillsborough County Planning Commission, Hillsborough County Housing Element, 1977. 10. Howard, Needles, Tammen & Bergendoff, Monroe County Land Use Plan -Update, 1974. 11. Miami Herald, New FHA Rules Mean Cheaper Loans, November 6, 1977. 12. Milo Smith & Associates, Inc., Environment & Identity - a Plan for Development in the Florida Keys, 1970. 13. Monroe County Housing Authority, Monroe County Housing Assistance Plan, 1977. 14. Monroe County Planning Department, Monroe County Land Use Plan, 1977. 15. Munroe County Planning Department, Inventory of Public Recreation Facilities in Monroe County, 1976. • 16. National Association of Housing & Redevelopment Officials, Developing Local HousinLq Strategies under the Housing and _ Community Development Act of 11975.974; • 17. Report of Monroe County Human Resources Development Study Committee, 1972. -102- 18. Sales & Marketing Management, Survey of Buying Power, July, 1977. 19. South Florida Regional Planning Council, Housing -Regional View, 1975. 20. South Florida Regional Planning Council, Housing Chapter - Regional Guide; 1973, Revised 1977. 21. South Florida Regional Planning Council, Regional Housing Market Analysis -Technical Report, 1977. 22. South Florida Regional Planning Council, Summary of Regional Housing Workshops, 1977. 23. South Florida Regional Planning Council, Working Session on Housing Resources, 1976. 24. U.S. Bureau of the Census, Department of Commerce; U.S. Census of Population and Housing, 1970. 25. Watkins, Kent, and Efraim Turban; The South Florida Builder, submitted to the South Florida Regional Planning Council, 1975. -103- RESOURCE INDIVIDUALS 1. Mr. Edison Archer, Realtor, Islamorada 2. Ms. Madeline Bean, Administrative Aide, The City of Key West Public Service Department, Key West. 3. Mrs. Mariette Center, City Clerk, City of Key Colony Beach. 4. Mr. George Demas, South Florida Regional Planning Council, Miami. 5. Mr. Paul Gibson, Jr., Ass't to Sup't of Engineering, Utility Board of the City of Key West, Key West. 6. Mr. Oliver Kerr, Section Supervisor, Metropolitan Dade County Planning Department, Miami. 7. Mr. Edward B. Knight, Realtor, Key West. 8. Mr. Fred Kray, General Manager, Florida Keys Electric, Tavernier. 9. Mr. Jeff Lawlor, Senior Staff Engineer, Florida Keys Aqueduct Authority, Key West. 10. Capt. Del Layton, Mayor, City of Layton. 11. Mr. Bart Lewis, Statistician, Division of Population Studies, Bureau of Economic & Business Research, University of Florida, Gainesville. 12. Mrs. Ruth Montavon; Administrative Assistant, Navy Housing Project, Key West. 13. Mr. Ray Myeres, Chairman, Planning & Zoning Board, City of Key Colony Beach. 14. Mr. Jack Osterholt, South Florida Regional Planning Council, Miami. 15. Mr. Larry Rogers, Executive Vice Pres.,Key West Chamber of Commerce, Key West. 16. Mr. Joseph J. Scafuti, Assistant Director, Monroe County Housing Authority, Key West. -104-