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TC Resolution 24-10 Approving the Employee Housing Plan SupplementA Avon C O L O H A D O RESOLUTION 24-10 ADOPTING THE TOWN OF AVON EMPLOYEE HOUSING PLAN WHEREAS, the Avon Town Council ("Council") adopted the Avon Community Housing Plan, which recognizes the severe shortage of affordable housing; WHEREAS, Council finds that the availability of affordable housing is critical for recruitment and retention of Town of Avon employees; and WHEREAS, Council finds that the delivery of high quality public services in Avon is directly dependent upon maintaining high staffing levels and minimizing turn -over; and WHEREAS, Council finds it is important and appropriate to establish policies, goals and strategies for the development of housing for Town of Avon employees; and WHEREAS, Council finds that the adoption and implementation of a plan for Town of Avon Employee Housing will promote the health, safety and general welfare of the Avon community. NOW, THEREFORE, BE IT RESOLVED BY THE TOWN OF AVON that the Avon Town Council hereby adopts the Town of Avon Employee Housing Plan, attached hereto as Exhibit A, which shall be a supplement to the Avon Community Housing Plan. ADOPTED MARCH 26, 2024, by the AVON TOWN COUNCIL By: Amy Phillips, Mayor Attest: Miguel Jaurejui)Casanueva, T Resolution 24-10 Adopting the Town of Avon Employee Housing Plan March 26, 2024 Page 1 of 1 AL. lClerk 1-41 EM A. INTRODUCTION. The Town of Avon ("Town") recognizes the severe need for attainable housing for Town employees, Recruiting and retaining employees has become very challenging. Nearly one third of employees that have resigned from the Town over the last two years moved out of Eagle County to other areas where housing is more affordable. The Town's success rate in recruiting any new employees who do not already live in, or near, Eagle County, is extremely low with the high cost of housing in Eagle County presenting the primary barrier. The Town invests significantly in new and existing employees, which creates a high cost for turnover. The Town has also experienced long timeframes of 10 to 18 months to fill vacant positions. The Town must provide housing for employees in order to improve recruitment and to maintain a stable, high quality Staff that delivers excellent public services. B. GOALS: This Town of Avon Employee Housing Plan ("Employee Housing Plan") sets forth appropriate targets for increasing the Town's inventory of housing for Town employees and identifies appropriate strategies for providing housing opportunities while balancing Town's investment in employee housing with its investment in Community Housing for the general public. Both near -term goals (5 years) and long-term goals (20 years), targets and strategies are discussed in this Employee Housing Plan. C. ADOPTION AND AMENDMENTS. The Employee Housing Plan should be updated every six years to incorporate changing market conditions and employee housing needs. The Employee Housing Plan is adopted by Avon Town Council by Resolution. Subsequent updates and amendments shall be adopted by Resolution. EHOP Resolution 24.10 May 14, 2024 A. DEMAND. Current Demand: The Town currently employs 118 full-time employees and 131 part- time/seasonal employees. Full time employees are eligible for housing programs. The Town currently has 4% of full-time Staff housed. Future Demand: The Town has potential to develop commercial and residential areas including: (1) redevelopment of East and West town center areas, (2) development of Village at Avon, (3) State Land Board annexation, and (4) other smaller annexations and infill redevelopment. As a result, these developments could increase the total number of residential units in the Town by 50% or more. Recognizing that growth may not result in a linear increase in the Town's Staffing needs, it is reasonable to contemplate that the total number of employees may increase by 40% in twenty years. Present Employees in 2024 and in 20 Years EMPLOYEES 2024 2045 Full time 118 165 Part time 131 183 B. HOUSING AND AFFORDABILITY 37% of Town full-time employees earn under 100% of Area Median Income ("AMI") while 63% of full-time employees earn 100% or above AMI. • Free Market Stats for 2023 Median & Average Sales Price, all locations in Eagle County • Median SFH/DPX $1,760,345, TH/Condo $1,385,000 • Average SFH/DPX $2,626,367, TH/Condo $2,032,452 • Affordability for 100% AMI is $452,006 while TH/Condo Median price is $1,385,000 • Less than 10% of full-time employees at the Town can afford a Median or Average priced free market unit in Eagle County as of January 2024. • Currently 118 FTE at the Town with a 40% increase projected over 20 years. There are 131 PTE at the Town however, they are not counted in the wage data because their total income is difficult to ascertain; however, we expect the total wages for part-time employees are likely to be under 100% AMI. • The Town will need a variety of unit types and attributes as well as a mix of rental and ownership opportunities to effectively support housing. EHOP Resolution 24.10 May 14, 2024 Page 2 of 12 Housing Affordability Table AM[ tPerson Income Total FTE % FTE Max Sales Price Affordability HH Size:15 Max Sales Price Affordability HH Size:4.5 Max Rental Affordability HH Size: L5 Max Rental Affordability HH Size: 45 Recommended Program Target 161%+ $132,641+ 10 10% Free Market/RO 160% $ 132,6M 7 7% $ 522,050 $ 723,428 Free Market/RO 140% $ 116,060 10 10% $ 426,833 $ 632,589 RO/PC 120% $ 99,480 26 26% $ 391,911 $ 542,844 $ 2,664 $ 3,691 RO/PC 100% $ 82,900 10 10% $ 326,144 $ 452,006 $ 2,221) $ 3,076 PC 90% $ 74,610 20 20% $ 273,611 $ 313,011 $ 1,9% $ 2,768 Rental 80% $ 66,320 10 lo% $ 244,061 $ 361,167 $ 1,776 $ 2,461 Rental 709% $ 58,03D 7 7% $ 1,554 $ 2,153 Rental 60% $ 49,740 0% $ 1,332 $ 1,845 50°/ $ 41,450 0% $ 1,110 $ 1,538 C. EMPLOYEE HOUSING PREFERENCES. A survey of all Town full-time employees was conducted in October of 2023 to ask a variety of questions about housing. The response rate was very high with 113 total respondents, evidencing a strong interest in affordable housing, The Department Directors conducted a retreat on October 25, 2023 to review the results of the employee housing survey and discuss employee housing needs and goals. The results of the survey included the following highlights: • 94% of employees prefer to own a home while only 52% currently do. • 81 % of respondents said "Price" was the #1 barrier to living in their most desired locations of: Avon, Eagle -Vail, and Edwards. • 59% are paying more than 30% of their gross income on housing and 40% use roommates to offset those expenses. • 73% said they would consider moving to Avon if an affordable housing option was offered and 64% said they would consider purchasing a price -capped deed restricted unit if it was affordable. • 64% of respondents said they would consider working for the Town longer if they were able to live closer to work. CONCLUSIONS: • Most employees stated that they prefer to live in Avon, prefer to own their home, and would like work longer for Avon if affordable housing was available. There is demand for price capped for -sale housing in Avon. • There is demand for affordably priced rental housing in Avon. • There is a desire for Staff to have access to additional housing resources. • The variety of housing types and traits factors heavily into location. EHOP Resolution 24.10 May 14, 2024 Page 3 of 12 A. PERCENTAGE OF HOUSING FOR EMPLOYEES: Housing affordability is expected to present a long-term, permanent challenge for recruitment and retention. Although Town was an affordable housing option for Vail and Beaver Creek for many years, extreme escalation in housing prices since 2020 have resulted in no free market affordable housing options. The escalation of free market housing prices has consistently outpaced increases in local wages for several decades and is expected to continue for decades to come. The City of Aspen is generally recognized as the earliest ski resort town to develop in Colorado and is also recognized as having the oldest housing program. No affordable free market housing opportunities existing in or near the City of Aspen today, resulting in a very high dependency on affordable housing programs. The Town can expect to experience a similar trajectory of increases in housing prices continuing to outpace increases in local wages, with the result that dependency on affordable housing inventory will continue to increase. The goal of providing affordable housing inventory and opportunities for Town employees ranges from a minimum of 50% to as high as 80%. It is not anticipated at this time that every employee will need, or want, affordable housing assistance in 20 years. It is important to note that Town employees are eligible to participate in other Community Housing efforts including Vail InDeed, iMi Casa Avon!, Good Deeds, and Eagle County Loan Fund. The Town Employee housing goals focus on full-time employees. Additional housing inventory for part-time employees would serve as an effective and competitive recruitment amenity. If the Town secures an inventory of employee housing that exceeds employee demands at any time the Town may lease available units to other essential workers, government employees or persons who meet the general eligibility requirements of living and working Eagle County. B. TOWN EMPLOYEE HOUSING GOALS. Year Goal Rental Ownership Total FTEs % FTEs Housed 2030 5 Year 26 10 36 125 29% 2035 10 Year 15 15 30 135 49% Total 71 55 126 C. STRATEGIES: Several strategies are identified for investment in employee housing, which are described as follows: Construct new housing units either directly or through public -private partnerships (e.g., Avondale Apartments, Wildwood Annex, Slope Side, East Avon Preserve) 2. Purchase existing housing stock for ownership by Town to add to available rental inventory (e,g. Sherwood Meadows Unit, Old Wildridge Fire Station, Metcalf Lofts unit) 3. Purchase, buydown, and resell existing housing stock to Avon Employees through lottery system EHOP Resolution 24-10 May 14, 2024 Page 4 of 12 4. Continue iMi Casa Avon! 5. Offer enhanced iMi Casa Avon! program for Town employees that includes price capped deed restrictions and Town right of repurchase on sale. 6. Purchase units in new construction in Avon (e.g., Hidden Valley Estates, State Land Board) D. FUNDING SOURCES: Funding sources to support Town employee housing are described as follows: Short Term Rental Tax 10% RETT revenue Avon Urban Renewal Authority 4. Avon Downtown Development Authority 5. General Fund reserves 6. Potential for Use Tax 7. Potential State and Federal Grant Funding sources E. INVESTMENT PRIORITY: Staff will pursue all strategies while seeking to maximize the value on investment as opportunities arise. The quantity of housing for Town employees is roughly projected to be 5-10% of the overall Community Housing that the Town plans to support over the next 20 years. Staff will pursue construction of new rental housing by the Town while monitoring opportunities to acquire existing residential properties. Acquisition of existing residential property can be for the purpose to resell at a reduced price to Town employees with a price -cap on resale, offered through either a lottery or by seniority, and subject to Town's right to repurchase for future resale to another Town employee, or can be for ownership by Town and offered for rent at affordable prices. The near term five year goal is to construct Avondale Apartments with at least 26 units for rent, construct the Wildwood Annex Townhomes with 3 to 6 units, acquire at least 10 deed restricted price -capped residentials units either through direct acquisition and resale to Town employees at a reduced price, with a price cap, offered through a lottery or by seniority, and subject to Town's right to repurchase, or through an enhanced iMi Casa Avon! program for employees (offering up to 24% of purchase price with price cap). Acquisition of residential units for resale to Town employees is expected to be in the price range of $600,000 to $1,000,000 and would be resold with a 30% price reduction for affordability ($420,000 to $700,00), thus requiring expenditures between $180,000 to $300,000 per unit, or $360,000 to $600,000 to acquire two units per year over the next five years. EHOP Resolution 24.10 May 14, 2024 Page 5 of 12 A. Housing programs by local employers Program TOA ECG TOV ERWSD EVTA/ECO ECPS ECSD VH COA # Full Time Employees %of Full Time Employees in Programs 100 505 275 137 67 88 300 1468 360 5% 4% 33% 100% 42% 6% 8% 33% 22% Owned Rental Units Master Leased Rental Units Housing Stipend Down Payment Assistance Cash Purchase/Buy Down Employee Purchase/Lottery Program 4 13 87 48 2 44 87 (UC) 72 2 19 16 89 Y Y Y 22 Y Y Y Y Y Y 3 B. Town of Avon Wages and Housing Affordability Town of Avon Wages and Affordability 0 10% 7% 101 2 101 2j 11 7% 0% 0% _ 1o1'<AMI 14C.- AMI 12U'i AM ILIY6 AMI 9Q'S 4Pnl KlF A"I 7;2`Ahu 6C-A:MI 5.-f AM! iiiiiiiiiiiiiii.Max Sales Pr c Affordabiky HH Site. 1 i Max sales Pn Afton 7a Lilrty -y S.Ze 41 e:age Fr Markel M'd'an Fie= Ma: Fet P"". EHOP Resolution 24.10 May 14, 2024 Page 6 of 12 Town of Avon Wages & Rental Affordability $5,000 $4,500 $4,000 $3,500 $ 3, 000 $ 2, 500 7% $2,000 0% 0% $1, 500 $1, 000 $500 S- 161%+ AMI 160%AMI 140%AMI 120%AMI 100% AMI 90% AM I 80% AM 70°% AMI 60%AMI 509/o AM Max Rental Affordability HH Size: 1.5 Max Rental Affordability HH Size: 4.5 -1 Bed Piedmont Apts Free Market Rate -2 Bed Piedmont Apts Free Market Rate EHOP Resolution 24-10 May 14, 2024 Page 7 of 12 C. Mi Casa Avon Year End Data Mi Casa Avon 1400000 $1,164,260 1200000 r C 0 1000000 $847,222 Q 800000 c 0 600000 $464,760 r 400000 c 0 u 200000 58,095 65,171 72,7 66 0 2020 2021 2022 ■ Unit Count 8 13 16 • Total Contribuion 5464,760 S847,222 S1,164,260 ■ Average Contribution 558,095 S65,171 $72,766 ■Total Contribuion ■Average Contribution $199, 200 �66,400 2023 3 $199, 200 566,400 2020 8 $ 650,000 $ 464,760 $ 58,095 $ 493,500 2021 13 $ 900,000 $ 847,222 $ 65,171 $ 547,142 2022 16 $1,200,000 $1,164,260 $ 72,766 $ 615,344 2023 3 $1,500,000 $199,200 $ 66,400 $ 563,333 Total 40 $2,675,442 $ 66,886 $ 564,909 EHOP Resolution 24.10 May 14, 2024 Page 8 of 12 D. Employee Survey Results Do you currently Rent or Own your Place of residence? Where do you currently live? E- -1— 1 To. Oro —Mousing 5.—, EHOP Resolution 24.10 May 14, 2024 Page 9 of 12 Do you prefer to Rent or Own your home? 8C-t 1-1 Y OA E Iptnee H—i g S —Y 7(o) Do you desire to live in another area? If yes, tell us where? You may se RH ej. F.O. TOA E mplgee ..".g 7'D) 70) Without consideration to home or rent prices, tell us a little about WH... .Ce TOA Employee Housing Survey EHOP Resolution 24.10 May 14, 2024 Page 10 of 12 TO) Please tell us WHY you haven't chosen to live in the locations you sele... Answered:86 Skipped:27 price space housing type proxl4a proximi�4 climatAAM initiatives commute times weather climate of ■ prt)xiRem frie`1�� - Oth�l specify) 0% 10% 20% 300h 40?0 50% 604i 70% 80% 9013 10040 TOA Employee Housing Survey EHOP Resolution 24.10 May 14, 2024 Page 11 of 12 To) Are you currently paying more than 30?s of your GROSS household inc... Do you have roommates to help offset your housing expenses? If the Town of Avon offered more affordable housing options within th... Would you consider purchasing a Deed Restricted residence with a pri... Do you believe you'll need a larger (or smaller) residence in the next 5... Do you know about the variety of programs available to Town of Avon .,. EHOP Resolution 24.10 May 14, 2024 Page 12 of 12 A Avon Employee Home Ownership Program I Program Guidelines These Guidelines are subject to change based on availability of funds, conditions of property and market conditions. The Town of Avon does not discriminate on the basis of race, color, sex, religion, handicap, familial status, sexual orientation, gender identity, or national origin. The Town of Avon ("Town") has created the Employee Home Ownership Program ("EHOP") which will allow the Town to make a contribution toward a Town employees' purchase price in exchange for recording a Town of Avon deed restriction against an open market property. This EHOP program will support Town staff to secure permanent housing and improve attraction and retention rates. The intent is to deed restrict a property to a Town employee who meets the definition of an Eligible Household, through a Price Capped deed restriction. By converting an existing open market home into a deed restricted home, that home will be preserved for a local Eligible Household for the future. The EHOP program will be administered by the Town pursuant to the guidelines set forth below. Eligible Households Full time Town of Avon employees who have worked a minimum of 1 year for the Town and otherwise meet the definition of Eligible Household as defined by the most recent Avon Community Housing Policies and subject to policies contained within. Eligible Properties Single family homes, condominiums, townhomes, duplexes, modular homes or manufactured homes on a permanent foundation taxed as real property within the jurisdictional boundaries of the Town of Avon and Eagle -Vail that are not currently encumbered by a deed restriction, right of first refusal, occupancy requirement, Land Use Regulatory Agreement, or similar program. Buyer to complete due diligence and confirm property eligibility at time of application. Maximum Purchase None Price of Property Primary Residence Buyer is required to be an Eligible Household and use the property as a primary residence, as defined in the Avon Community Housing Policies. Buyer Down Minimum down payment of 3% contributed directly by the Buyer towards the Payment purchase price of the property, excluding any down payment assistance funds, employment assistance program, or others. Deed Restriction Town of Avon Employee Home Ownership Program Price Capped deed restriction will be recorded against the property with Eagle County Clerk and Recorder's office. Town Payment Payment of 30% of purchase price in exchange for a Price Capped Deed Restriction, not to exceed $250,000. Funds are wired directly to the title company at closing on the property. Program This Program is compatible with all Down Payment Assistance Loan programs, Compatibility subject to their program guideline limitations. Effective 5/14/2024 Employee Home Ownership Program I Program Guidelines Other Real Estate Buyer may not own any other residential real estate at the time of purchase or for the period the Buyer owns the property. Term The deed restriction is perpetual and runs with the property and any/all future resale transactions. The property must remain the primary residence of any Buyer and Buyer agrees to recertify their eligibility as an Eligible Household annually. Recertification Buyers must certify their eligibility as an Eligible Household annually in accordance with the current Avon Community Housing Policies. Homebuyer Training All Buyers must attend a Home Buyer Class, offered by The Valley Home Store, within 6 months of purchase. Property Purchase Buyer or the Town may select a property for purchase. Town Purchase The Town may directly purchase a unit for the following purposes: 1.) use the unit as a rental property for Town employees; 2.) offer the property for resale through the EHOP selection process; or 3.) offer the property for resale through the Town's Price Capped resale selection process to any qualifying Eligible Household. Buyer Purchase Buyer shall locate the property available for sale and complete an application.. Application Applications are received on a first come, first serve basis to be time and date stamped in order of completed applications. Applications will be approved at the discretion of the Town or its Program Administrator, subject to available funds. A complete application requires: fully executed purchase and sale agreement, proof of full-time, current employment at the Town, photo id, pre qualification letter from a local lender. Application Review and approval within 5 business days of receipt by the Town or its Processing Program Administrator. Upon notification of approval, the Eligible Household will execute a deed restriction purchase agreement with the Town. Deed Restriction In exchange for the Town payment set forth above, a Price Capped deed restriction will be recorded against the property at the time of closing. The deed restriction shall govern the future use and transfer of the property to an Eligible Household in perpetuity. Price Payment of 30% of purchase price. Appreciation is capped between 0-3% Capped compounded annually, limits on owning other real estate, TVHS or the Town shall be resale broker and approve all future buyers upon resale. Future Resale The Town or its Program Administrator shall administer and facilitate the resale of all future Price Capped deed restricted properties. Transactional brokerage sales fee of 2% shall be paid by Seller at time of closing as outlined in Avon Community Housing Policies. Customary closing costs will be borne by each party, no concessions. A waitlist of Town employees who are Eligible Households will be maintained by the Town. Preference for resale will be from Seller to Buyer directly using the EHOP selection process and the Town's ability to exercise a Right of First Refusal does not bypass the Seller's obligation to follow the resale procedures set forth in the EHOP Program Guideline or ACHP . Effective 5/14/2024 Employee Home Ownership Program I Program Guidelines Selection Process A general waitlist will not be maintained Town employees who have worked for at least 1 year on a full time basis will be considered eligible on a seniority ranking. Seniority ranking will be based on the date the employee was considered full time status with the Human Resources department. Right of First Refusal The Town may, in its sole subjective discretion, exercise its right within 15 days of the Owner's notice to sell the unit. The Town may purchase the unit directly from the Owner for the following purposes: 1.) use the unit as a rental property for Town employees; 2.) offer the property for resale through the EHOP selection process; or 3.) offer the property for resale through the Town's Price Capped resale selection process to any qualifying Eligible Household. Applicability All aspects of the EHOP Program eligibility and approval are at the sole exclusive discretion of the Town and availability of funds. These Guidelines are subject to change and changes are binding upon the applicant. Applications may be denied based on the physical condition of the proposed property, concerns with the purchase agreement or a determination that the deed restriction purchase is not in the best interest of the Town. Program is subject to market conditions. Other In the event of policy conflict between this Program and the Avon Community Housing Policies, the EHOP Program Guidelines shall control. Program The Town and/or The Valley Home Store or other as assigned by the Town. Administrator Additional Call 970-748-4091 Information EQUAL HOUSING Effective 5/14/2024 OPPORTUNITY