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 Front Cover
 Cover story
 Authorization
 Table of Contents
 Executive summary
 Introduction
 Teaching
 Research
 Service
 Administration
 List of publications






Group Title: Annual report of the Shimberg Center for Housing Studies
Title: Annual report
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Title: Annual report
Series Title: Annual report
Physical Description: Serial
Language: English
Creator: Shimberg Center for Affordable Housing
Publisher: Shimberg Center for Affordable Housing
Place of Publication: Gainesville, Fla.
Publication Date: 1997
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Subject: University of Florida.   ( lcsh )
Spatial Coverage: North America -- United States of America -- Florida
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Bibliographic ID: UF00087014
Volume ID: VID00001
Source Institution: University of Florida
Holding Location: University of Florida
Rights Management: All rights reserved, Board of Trustees of the University of Florida

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Table of Contents
    Front Cover
        Page i
    Cover story
        Page ii
    Authorization
        Page iii
    Table of Contents
        Page iv
    Executive summary
        Page v
    Introduction
        Page 1
    Teaching
        Page 2
    Research
        Page 3
        Page 4
        Page 5
    Service
        Page 6
        Page 7
    Administration
        Page 8
    List of publications
        Page 9
        Page 10
Full Text

















ANNUAL REPORT

of the

SHIMBERG CENTER FOR AFFORDABLE HOUSING


M.E. Rinker, Sr. School of Building Construction
College of Architecture
University of Florida
P. O. Box 115703
Gainesville, Florida 32611-5703







December 1997










Shimberg Center for Affordable Housing


Cover Story

The Shimberg Center for Affordable Housing
was the lead entity in presenting the Affordable
Housing Management Education (AHOME)
program in five locations around the state of
Florida in the Fall of 1997. Sponsored and
funded by the Florida Department of Community
Affairs, AHOME is a week-long program that
includes eight speakers and a simulation exercise.
Topics covered included an introduction to
affordable housing, market analysis, regulatory
environment, design and construction, finance,
law, programs and resources, and management.
The Fall 1997 programs were hosted by state
universities in Tampa, Jacksonville, Pensacola,
Fort Lauderdale, and Orlando. AHOME was
originated by Miami-Dade Community College
in the early 1990s.


1997 Annual Report










Shimberg Center for Affordable Housing


AUTHORIZATION



The Shimberg Center for Affordable Housing in the College of Architecture, School of Building
Construction, at the University of Florida was created by the Florida legislature in 1988. The
text of Section 240.5111, Florida Statutes, establishing the Center and as amended by the
William E. Sadowski Affordable Housing Act of 1992 reads :

The Board of Regents shall establish the Multidisciplinary Center for Affordable Housing
within the School of Building Construction of the College of Architecture of the
University of Florida with the collaboration of other related disciplines such as
agriculture, business administration, engineering, law, and medicine. The center shall
work in conjunction with other colleges in the State University System. The
Multidisciplinary Center for Affordable Housing shall:

(a) Conduct research relating to the problems and solutions associated with the
availability of affordable housing in the state for families who are below the
median income level and widely disseminate the results of such research to
appropriate public and private audiences in the state. Such research shall
emphasize methods to improve the planning, design, and production of
affordable housing, including, but not limited to, the financial, maintenance,
management, and regulatory aspects of residential development.
(b) Provide public services to local, regional, and state agencies, units of
government, and authorities by helping them create regulatory climates that are
amendable to the introduction of affordable housing within their jurisdictions.
(c) Conduct special research relating to fire safety.
(d) Provide a focus for the teaching of new technology and skills relating to
affordable housing in the state.
(e) Develop a base of informational and financial support from the private sector for
the activities of the center.
(f) Develop prototypes for both multifamily and single-family units.
(g) Establish a research agenda and general work plan in cooperation with the
Department of Community Affairs which is the state agency responsible for
research and planning for affordable housing and for training and technical
assistance for providers of affordable housing.
(h) Submit a report to the Governor, the President of the Senate, and the Speaker of
the House of Representatives by January 1 of each year. The annual report shall
include information relating to the activities of the center, including
collaborative efforts with public and private entities, affordable housing models,
and any other findings and recommendations related to the production of safe,
decent, and affordable housing.

This Annual Report has been prepared and submitted in response to and in accordance with
Section 240.5111(h), F.S.


1997 Annual Report









Shimberg Center for Affordable Housing


CONTENTS

Section Pa

Cover Story ii
Authorization iii
Executive Summary v

Introduction 1

Teaching 2
Classroom Teaching 2
Graduate Students 2
Continuing Education 3

Research 3
State of Florida's Housing 4
State-wide Housing Needs Assessment 4
Windstorm Damage Mitigation Training & Demonstration Centers 4
Building Products Test Facility 4
Annual Housing Report 5
Building Systems Education & Research Park 5

Service 6
Outreach Activities 6
Housing Needs Assessment Workshops 7
Association of Collegiate Schools of Planning 7
City of Micanopy 7
Fannie Mae Orlando Partnership Office 7
Neighborhood Housing & Development Corporation 7
Community Needs Assessment Committee 7
Central Florida Resource Conservation & Development Council 7
Strategic Planning Steering Committee 7
Orange County Affordable Housing Summit 7

Administration 8
Financial 8
Personnel 8

APPENDIX List of Publications 9


1997 Annual Report









Shimberg Center for Affordable Housing


EXECUTIVE SUMMARY


This Annual Report of the Shimberg Center for Affordable Housing at the University of Florida
was produced in accordance with the provisions of Section 240.5111(h), Florida Statutes. The
report summarizes the highlights of the Center's teaching, research, and service activities.

Classroom teaching included courses in residential site development, housing policy, and
alternative building systems. The Center also is developing a series of courses than will be
proposed as a residential tract within the standard curriculum of the Rinker School of Building
Construction. In the continuing education area, the Center conducted AHOME workshops
around the state designed for local government and non-profit housing providers.

A variety of the Center's activity was funded under contracts with state, federal, or private
entities. The Department of Community Affairs provided funding to complete the affordable
housing needs assessment for the cities and counties across the state. The Department of
Insurance provided funding for development of architectural and construction drawings of a
series of Windstorm Damage Mitigation Training & Demonstration Centers to be constructed
across the state. The Governor's Building Code Study Commission provided funding via the
Florida State University for a study of the possible cost impact of a uniform state-wide building
code system versus the existing system on the construction industry. A 2,800-square-foot
building products test facility was completed and became operational in 1997 with funding
provided by CertainTeed Corporation. Working with the Real Estate Research Center in the
College of Business, the Center cooperated in production of a publication addressing the state of
Florida's housing. Independently, the Center produced the legislatively mandated Affordable
Housing in Florida report.

In the service category and with funding from the Department of Housing and Urban
Development, the Shimberg Center continued expansion of its Community Outreach Partnership
Center in Gainesville focusing on homebuyer training and homeowner support, neighborhood
organizing and empowerment, and business opportunity development and entrepreneurship
assistance. As part of the affordable housing needs assessment for the jurisdictions in Florida,
the Center conducted workshops to train local government planners in using the data in their
comprehensive plan evaluation and appraisal reports. In addition to these formal activities, the
Center's faculty have participated in a number of workshops, advisory groups, and panel
discussions on affordable housing and related community development.


1997 Annual Report












INTRODUCTION


The legislation establishing the Shimberg Center for Affordable Housing became law in 1988
and the Center became operational in 1990. Since that time the Center has aggressively pursued
its mission of teaching, research, and service.

The Shimberg Center's faculty teach residential site development and have developed new
courses in housing policy and alternative building systems. During 1997 the Center began
development of a residential track within the Rinker School of Building Construction. By
stimulating students to think about and study housing finance and housing policy as well as
alternative technologies while pursuing their academic degrees, the graduates will enter the
workforce with a basic understanding and appreciation for the challenges of producing
affordable housing.

Also during 1997, the second student with an interest in affordable housing completed his
dissertation and received his Ph.D. and a third student began her Ph.D. program.

The Center's research initiatives are concentrated in three categories: evaluation of housing
design and technology; studies of regulations, policy, and programs affecting housing; and
development of data regarding Florida's housing inventory and delivery system. It is the
Center's goal that the base funding provided by the university be leveraged by at least a 3:1 ratio.
Through the course of the year the Center will have projects funded by federal, state, and local
agencies of government as well as by private industry.

Considerable effort has been devoted to establishing the Center as the gateway into the Florida
State University System for knowledge and expertise on affordable housing and related
community development issues. In addition to working directly with state, regional, and local
organizations, the Center initiated a bi-monthly newsletter, Affordable Housing ISSUES, and
began to issue periodic publications in a Technical Notes Series and a Research Report Series.
These publications serve to disseminate information and research results to a wider audience
than can be reached directly by the Center faculty. These publications place the information into
the hands of the people and organizations that accomplish its implementation. The Center's
home page on the World Wide Web (www.bcn.ufl.edu/shimberg) serves as an additional means
of disseminating information. Results of the Center's research are also published in academic
and professional journals.

The Shimberg Center started with one faculty member in 1990, increased to two faculty
members in 1993, and in 1997 stood at three faculty, one full-time OPS person, one contracted









Shimberg Center for Affordable Housing


employee, and several graduate assistants and hourly employees. This level of staffing has been
made possible by the aggressive pursuit of contract-funded activities.




TEACHING

The Teaching component of the Shimberg Center for Affordable Housing's mission includes
formal classroom teaching in an academic setting, serving on committees for graduate student
education and research, and providing continuing education opportunities for persons that deal
with housing affordability in their working world.

Classroom Teaching

The Shimberg Center faculty residential site development (BCN-4751) in the School of Building
Construction. In the Spring of 1997 the Center faculty again offered the elective course focused
on housing policy. Twenty-five students enrolled in the course. Students in both courses were
majoring in building construction, urban and regional planning, architecture, civil engineering,
and business. The Center's faculty also teach a fall-semester, Ph.D.-level course in research
methods and statistical techniques which attracts students from all units of the College of
Architecture. A new course focused on alternative building systems was taught as a 1-credit
elective in the Fall of 1997. This pilot program is designed to determine if there is sufficient
material and sufficient interest among students to establish a formal 3-credit course in alternative
building systems some time in the future.

Graduate Students

The Shimberg Center's faculty serve on committees supervising students developing
dissertations, theses, and terminal projects that are required in partial fulfillment of the
requirements of graduate degrees. During 1997, the Center successfully graduated its second
Ph.D. student. A third Ph.D. student joined the Center in January 1997. It is interesting to note
that these graduate student's major fields of study include: building construction, engineering,
urban and regional planning, architecture, and business finance. The Center also supports
graduate education through the provision of assistantships.


1997 Annual Report









Shimberg Center for Affordable Housing 1997 Annual Report
Continuing Education

The Shimberg Center for Affordable Housing was the lead entity in presenting the Affordable
Housing Management Education (AHOME) program in five locations around the state of Florida
in the Fall of 1997. Sponsored and funded by the Florida Department of Community Affairs,

AHOME is a week-long program that includes eight speakers and a simulation exercise. Topics
covered included an introduction to affordable housing, market analysis, regulatory environment,
design and construction, finance, law, programs and resources, and management. The Fall 1997
programs were hosted by state universities in Tampa, Jacksonville, Pensacola, Fort Lauderdale,
and Orlando. AHOME was originated by Miami-Dade Community College in the early 1990s.
The Shimberg Center has chosen to use the AHOME program in place of its Summer Housing
Institute in 1997.

A major continuing education activity conducted by the Center during 1997 has been that of
continuing to conduct workshops across the state related to the Housing Needs Assessment
methodology that the Center implemented under contract to the Florida Department of
Community Affairs. These 1997 workshops were held in Orlando, Tampa, Jacksonville, Fort
Lauderdale, and Gainesville.



RESEARCH

Since the passage of the William E. Sadowski Affordable Housing Act of 1992, the research
activities of the Shimberg Center have been formally coordinated with the activities of the
Florida Department of Community Affairs. The process for this coordination begins with a list of
research recommendations promulgated by the Governor's Affordable Housing Study
Commission and distributed to both the Shimberg Center and the Department of Community
Affairs. The Department and the Center meet annually to examine their own priorities and on-
going activities for the coming year and to review the list of research recommendations received
from the Study Commission. The result is a research agenda coordinated between the
Department and the Center with minimum duplication of effort and maximum complimentary
benefits.

Presented below are summaries of some of the research projects completed or initiated during
1997 by the Shimberg Center for Affordable Housing faculty or graduate students.









Shimberg Center for Affordable Housing


State of Florida's Housing

The Shimberg Center assisted the Real Estate Research Center in the College of Business to
prepare a publication that would assess housing situation for each county in Florida based
primarily on county property appraiser data. The report also incorporates housing demand data
drawn from the Shimberg Center's housing needs database. The final document includes tables
by county and a narrative interpretation of the data.

State-wide Housing Needs Assessment

The 1994 Legislature directed the Florida Department of Community Affairs to provide funding
for the development of an affordable housing needs assessment methodology to be used by all
jurisdictions in Florida, and to prepare data for each jurisdiction for their use in assessing
local need for affordable housing. The results of exercising the model would provide consistent
information from all jurisdictions in their updated Comprehensive Plan Housing Elements.
Under three contracts awarded to the Shimberg Center since June 1995, with technical
oversight provided by the Department of Community Affairs, the Shimberg Center has
developed the needs-assessment model, run the model for specified jurisdictions, developed
a User's Guidebook for the model, and participated in training seminars for introducing the
model. The reports for all jurisdictions of 2,500 or more population have been completed.

The Center continues to support the needs assessment through technical assistance and training,
and plans to maintain a statewide database on housing needs. Numerous requests for data from state
and federal agencies, non-profits, and local agencies are answered; the Center also prepares specialized
data through small contracts with local communities, private companies, and other researchers.

Windstorm Damage Mitigation Training & Demonstration Centers

The Florida Department of Insurance has issued a contract to the Shimberg Center for
development of architectural and construction drawing for at least two of the Windstorm
Damage Mitigation Training & Demonstration Centers.

Building Products Test Facility

Under contract with CertainTeed Corporation, a subsidiary corporation of Saint Gobain of
France, the Shimberg Center and the Florida Energy Extension Service have built a
2,700 square-foot building products test facility. The purpose is to test the performance of
CertainTeed building products in the hot, humid climate of Florida. The products planned
for testing include vinyl products, insulation products, roofing products, and ventilation


1997 Annual Report









Shimberg Center for Affordable Housing


products. It is anticipated that the testing program will continue for five to seven years.

Annual Housing Report

The Florida legislature transferred the responsibility from the DCA to the Center for producing
an annual report to the legislature: 1)Quantifying affordable housing needs in the state,
2)Documenting the results of state housing incentive programs, 3)Inventorying affordable
housing units resulting from federal, state, and local programs, 4)Summarizing training and
technical assistance and community-based organization housing activities, 5)Reporting on
the status of progress toward DCA housing objectives, and 6)Recommending housing
initiatives for the coming year and priorities for various target populations. In order to
accomplish these tasks, the legislature directed the Shimberg Center to maintain state wide
data on housing needs and production, provide technical assistance relating to real estate
development and finance, operate an information clearinghouse, and coordinate state housing
initiatives with local and federal programs. Working with the Florida Housing Finance Agency,
the Shimberg Center must review and evaluate housing rehabilitation, production, and finance
programs and evaluate the degree of coordination between state programs and among state,
federal, and local programs.

Building Systems Education & Research Park

A Building Systems Education & Research Park is being established at the University of
Florida by the Shimberg Center. The Park will serve as a large scale housing research center
and as a classroom for university students and participants in continuing education classes.
The Park will contain a series of 1000-square-foot identical laboratory houses, each built out
of a different building system. Instrumentation will monitor energy performance of the buildings
over a 3- to 5-year period in an as-built configuration. Data on each building will be assembled
documenting in-place cost, structural performance, and other code acceptance criteria. The
construction procedures (crew size, equipment requirements, special tools, special fasteners,
assemble techniques) will be video taped, digitized, and made available over the Internet
system for viewing throughout Florida and any other Internet or World Wide Web user.
In addition to research and classroom activities, a major benefit of the Park will be for continuing
education of practicing professionals such as: architects, designers, builders, trades workers,
building officials, appraisers, property insurance agents, construction and permanent mortgage
financiers, and building product suppliers.

A second function of the Park will be to serve as a site in which building product manufacturers
can establish research facilities in which to test the performance of their products in Florida's
hot, humid climate.


1997 Annual Report









Shimberg Center for Affordable Housing


SERVICE

The Shimberg Center is called upon by many organizations and communities to participate in
working groups, to speak on issues related to the delivery of affordable housing, or to serve as an
information resource and referral center. These requests for assistance span a range of topics
such as building technology, building regulations, land development, financing, consumer
education, and more. Responding appropriately to these requests is an important function of the
Center in its efforts to encourage and facilitate the production of affordable housing throughout
Florida.

Community Outreach Partnership Center

The Shimberg Center's Community Outreach Partnership Center (COPC) program is funded by
a two-year contract with the federal Department of Housing and Urban Development, Office of
University Partnerships. The objective of the COPCs around the country is to stimulate the
application of university resources to improving the quality of life in the communities in which
major four-year academic institutions operate. This program places the Shimberg Center in the
role of facilitator in applying the resources of the University of Florida to the needs of the
surrounding Gainesville and Alachua County community. An important goal of the project is to
develop models that can be implemented elsewhere in the state. The COPC at the University of
Florida has already brought together the talents of faculty and students in business, architecture,
psychology, anthropology, fine arts, law, building construction, and the Institute of Food and
Agricultural Sciences' Family, Youth and Community Sciences departments. The three areas of
concentration for the program are: homebuyer training and homeowner support; neighborhood
organizing and empowerment; and business opportunity development and entrepreneurship
assistance.

A large number of existing community-based organizations serving various needs of lower
income families and neighborhoods also joined the program as well as the city and county
government. The goal of the program is to focus and coordinate the delivery of services to the
targeted east Gainesville area such that the lives of the residents are improved.

Outreach Activities

During 1996 the Shimberg Center faculty were called upon to speak at a number of meetings and
conferences and to participate in various workshops:

Housing Needs Assessment Workshops. Described the affordable housing needs
assessment methodology at workshops held in Orlando, Tampa, Jacksonville, and Fort
Lauderdale.


1997 Annual Report









Shimberg Center for Affordable Housing


Association of Collegiate Schools of Planning. Spoke at this national conference in
Fort Lauderdale in November on affordable housing needs assessment data.

City of Micanopy. Participated in a town meeting addressing the alternatives available
for providing affordable housing.

Fannie Mae Orlando Partnership Office. Serve on the advisory committee for the
Orlando Partnership Office of Fannie Mae.

Neighborhood Housing and Development Corporation. Serve of the board of
directors of the Neighborhood Housing and Development Corporation, a Neighborhood
Reinvestment Corporation affiliate.

Community Needs Assessment Committee. Chair the Community Needs Assessment
Subcommittee and on the Executive Committee of the Joint Gainesville/Alachua County SHIP
Committee.

Central Florida Resource Conservation & Development Council. Chair the
Affordable Housing Committee and member of the Board of Directors of the Centeral Florida
Resource Conservation & Development Council.

Strategic Planning Steering Committee. Serve on the Strategic Planning Committee of
the Florida State Rural Development Office of the USDA.

Orange County Affordable Housing Summit. Panelist for "New Partnerships for the
21st Century" at the Orange County Affordable Housing Summit in August 1997.


1997 Annual Report










Shimberg Center for Affordable Housing


ADMINISTRATION



Financial


During the fiscal year ending June 30, 1997, the Shimberg Center for Affordable Housing
continued to operate at approximately two-thirds of its originally authorized $300,000 budget.
The distribution by expense category for fiscal 1993 through 1997 is shown below:


Fiscal year >>> 1993 1994 1995 1996 1997


Total budget $201,571 $213,046 $230,950 $229,124 $238,146


Expense category
Salaries and benefits 62% 86% 79% 72% 83%
Other personnel services 25 8 10 10 10
Other expenses 13 6 9 16 7
Operating capital outlay -2 2
Unexpended -



Personnel


Dr. Robert C. Stroh continues to serve as director of the Center and Dr. Marc T. Smith continues
as associate director. Office administration and secretarial support are provided by Ms. Linda
Stanley.


Mr. William O'Dell continues with the Center's faculty as a lecturer in building construction.
Mr. O'Dell's responsibilities include working with the Bureau of Business and Economic
Research (BEBR) to establish a database describing Florida's housing inventory, its value, and its
condition.


1997 Annual Report










Shimberg Center for Affordable Housing


APPENDIX A
List of Publications


Affordable Housing ISSUES


1997
Oct A Program for Youth at Risk
Aug Housing Assistance in Florida
Jun Affordable Housing Research Needs in
Florida
Apr Fannie Mae Trillion Dollar Commitment
Feb Comprehensive Homeownership Assistance
Program


Estimating Affordable Housing Need
Resident Economic Development Initiative
Rural Development Strategic Plan
Shimberg Center Home Page
1996 Summer Housing Institute
There Goes the Neighborhood?


Florida Housing Coalition: At Work for
Affordable Housing
Affordable Housing Auction
Technical Assistance Providers
One-stop Permitting Process
Defensible Space
Summer Housing Institute 1995


A Visit to Age-Sensitive Housing
Sustaining Housing Affordability
Alternative Residential Building Systems
Public/Private Partnership for Affordable
Housing
Affordability After Occupancy
Housing Trends


Dec Impact Fee Exemption for Affordable
Housing in Florida
Oct Low- and Moderate Income Lending
Experiences


Aug Density Bonuses for Affordable Housing in
Florida
Jun Affordable Housing Advisory Committee
Apr Homeownership Training
Feb Employer Assisted Housing


1992
Dec
Oct
Aug
Jun
Apr
Feb
1991


State Housing Initiatives Partnership
Affordable Housing Indexes An Overview
Sadowski Affordable Housing Act
Inclusionary Affordable Housing
Jobs/Housing Balance
Single-Room Occupancy (SRO)


Dec Understanding and Neutralizing
NIMBYism
Oct Impact Fees and Affordable Housing
(Spec) Shimberg Commits $1 Million to Housing
Center
Aug Housing Price Impact of Affordable
Housing
Jun The Low Income Housing Tax Credit
Apr Subsidized Housing Inventory
Feb Cost Reducing land Development
Guidelines
1990
Dec Mutual Housing Associations
Oct Financing Schemes
Aug Technical Resources
Jun Keys to Success for Community-based
Development
Apr Affordable Housing Organizations in
Florida
Feb SUS Housing Related Research


1989
Dec


Introduction to the Center


1996
Dec
Oct
Aug
Jun
Apr
Feb
1995
Dec


Oct
Aug
Jun
Apr
Feb
1994
Dec
Oct
Aug
Jun


Apr
Feb
1993


1997 Annual Report














Technical Note Series


#97-1 Affordable Housing in Florida 1997
#95-3 Technical Assistance Resources: Organizations and Publications
#95-2 A Cost Comparison Study Between Steel and Wood Residential Framing
Systems
#95-1 Affordable Housing ISSUES: 1989 1995
#94-4 Bridge Builders: Community Development Intermediary Systems in the United
States
#94-3 Demographics, Technology, and the Future of Housing: Preparing for the 21st
Century
#94-2 Manufactured Housing in Florida
#94-1 Alternative Residential Construction Systems
#93-1 Impact Fee Usage in Florida
#92-1 Effects of Growth Controls on Housing Prices: A Review of Literature

Research Reports

#93-3 Inclusionary Housing & Density Bonuses for Affordable Housing in Florida: A
Survey of Performance
#93-2 Growth Management and Housing
#93-1 Design of Flexible Homes the Contain Future Expansion Capabilities
#92-1 A Layman's Guide to Low-income Housing Tax Credits in Florida




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