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 Title Page
 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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Permanent Link: http://ufdc.ufl.edu/UF00087014/00003
 Material Information
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: 1999
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Bibliographic ID: UF00087014
Volume ID: VID00003
Source Institution: University of Florida
Rights Management: All rights reserved by the source institution and holding location.

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Table of Contents
    Title Page
        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
        Page 8
    Administration
        Page 9
        Page 10
    List of publications
        Page 11
        Page 12
Full Text





Annual Report of the Shimberg Center for Affordable Housing


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 1999





















Cover Story


As we enter the 21st century the home building
industry will continue to face the challenges of
housing affordability, environmental sensitivity,
and energy conservation. To these challenges
will be added changes in building codes,
increased population diversity and age, the need
to consider smarter growth patterns, the
introduction of alternative building systems, and
the increasing impact of electronic data
communication on our homes and lives. In
recognition of these challenges, the Shimberg
Center for Affordable Housing, working in
cooperation with the Florida Home Builders
Association, organized the 21st Century Housing
Symposium. The symposium was held in
conjunction with the Southeast Builders
Conference in July 1999 at the Orlando/Orange
County Convention Center. The audience of
approximately 100 heard some of the nation's
leading experts discuss: the future demand for
housing in Florida, alternative building systems
already available, the federal government's
Partnership for Advancing Technology in
Housing (PATH) initiative, efforts to accelerate
the adoption of appropriate technology by the
National Association of Home Builders, Florida's
leadership role in addressing the shortage of
skilled labor, a nationwide effort to streamline the
administrative process in the development and
regulation of home building, and Lucent
Technologies' view of data communication and
21st century housing.


- ii -










Annual Report of the 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.









Annual Report of the Shimberg Center for Affordable Housing




CONTENTS



Section P

Cover Story ii
Authorization iii
Executive Summary v

Introduction 1

Teaching 2
Undergraduate Students 2
Graduate Students 3
Continuing Education 3

Research 3
State of Florida's Housing 3
Statewide Housing Needs Assessment 4
Windstorm Damage Mitigation Training & Demonstration Centers 4
Building Products Test facility 5
Annual Housing Report 5
Miscellaneous Projects 5
Department of Housing & Urban Development 6

Service 6
Community Outreach Partnership Center 6
Conferences 7
Outreach Activities 8

Administration 9
Financial 9
Personnel 10

APPENDIX List of Publications 11


-iv -










Annual Report of the Shimberg Center for Affordable Housing


EXECUTIVE SUMMARY


The Shimberg Center for Affordable Housing activities during 1999 were divided among the three
basic categories of Teaching, Research, and Service.

Courses continue to be offered in Housing Economic & Policy and the Housing Track within the
standard construction management curriculum was fully implemented. In addition to students
majoring in construction management, the Housing Track courses attracted students majoring in real
estate, urban and regional planning, and law.

In the research area the Center has completed production of 1998 Affordable Housing Needs
Assessment reports for every Florida county and for cities with a population of 2,500 or more. The
database that was developed for this effort has proven to be a valuable asset in other areas. In
particular, the database has been used to produce the annual Affordable Housing in Florida report to
the legislature giving the report a forward-looking view of Florida's housing inventory. The building
products test facility built and instrumented for CertainTeed Corporation was completed and moves
into its first full year of operation.

Under a contract from the Florida Department of Insurance, the Shimberg Center completed
construction of the first Windstorm Damage Mitigation Training and Demonstration Center in Saint
Lucie County, Florida. A second facility will be completed by March 2000 in Escambia County.
Two more facilities will be completed in 2000, one in Saint John's County and one in Dade County.
If authorized by the Florida legislature, a fifth facility will be constructed in Pinellas County in 2000.

The Community Outreach Partnership Center program begun in early 1996 continued to focus the
resources of the University of Florida on helping the surrounding Gainesville/Alachua County
community in the areas ofhomeownership, economic development, neighborhood organization, and
youth and family programs.

The Shimberg Center and its Florida Housing Data Center entered into an agreement with the Florida
Home Builders Association and the Florida Association of Realtors to prepare and publish The State
of Florida's Housing as a benchmark for monitoring the state's housing inventory and future need.

During 1999 the faculty of the Shimberg Center organized or participated in a number of workshops
and conferences. These activities were performed as collaborative efforts with other housing and
community development groups. In October 1999 the Center, in cooperation with the Institute for
Food and Agricultural Sciences (IFAS) served as host and organized the annual conference of the
American Association of Housing Educators in Orlando, Florida.

Funding for the Center provided by the University of Florida increase about three percent over the
previous year. Funded research and outreach activities exceeded $2 million.


-V-










Annual Report of the Shimberg Center for Affordable Housing


INTRODUCTION


Nineteen hundred ninety-nine represented the tenth year of operation of the Shimberg Center. Since its
establishment in the College of Architecture at the University of Florida, the Center has become a well know
resource on affordable housing issues in Florida as well as both nationally and internationally.


During 1999 the Center's efforts within Florida have concentrated on fulfilling the three-part mission of the
university: teaching, research, and service.


Although the Center has taught housing-related courses for several years, a formal "residential option" within
the construction management curriculum of the M. E. Rinker, Sr. School of Building Construction was
approved during 1998 and implemented in 1999. This addition to the curriculum was the result of requests
from the home building industry. The Center's research has been concentrated in three areas: (1) developing
and maintaining detailed quantitative data describing Florida's changing housing inventory, (2) exploring
housing policy alternatives that will improve access to affordable housing for lower-income households, and (3)
documenting the performance characteristics of alternative building systems and materials. Service activities
within the university have ranged from chairing or serving on supervisory committees of masters and doctoral
students, to serving as faculty advisor for the student chapter of the National Association of Home Builders, and
to serving on various committees within the school, college, and university. The Center's faculty members also
serve on advisory committees or boards of directors for a number of agencies and not-for-profit housing and
community development organizations in Florida. The Community Outreach Partnership Center project brings
together service and outreach activities from various colleges and departments of the university in response to
the needs of the Gainesville community which, in turn, provides insight into the components of a model that can
be applied to other Florida communities.


The Shimberg Center's active participation in the National Consortium of Housing Research Centers has
provided a national perspective to assessing challenges facing affordable housing. In January 1999 the
Consortium sponsored a symposium titled "What's New in Research" at the Annual NAHB Convention in
Dallas where the Shimberg Center presented a paper on "Customer Satisfaction Means Business." The National
Consortium is an association of eighteen universities from around the nation that have a formally organized
center or institute dedicated to the housing sector. A second organization that provides the Center with a
national perspective is the American Association of Housing Educators (AAHE).


An international perspective has been provided by the Shimberg Center's role as international coordinator of
Working Commission W63:Affordable Housing of the International Council for Building Research Studies and
Documentation (know as the CIB). During 1999 the Shimberg Center shifted away from its world-wide role to
focus on Latin America. The CIB is a Netherlands-based organization that serves as secretariat for over fifty
special interest groups called working commissions or task groups. These special interest groups attract a
worldwide membership of researchers and practicing professionals.










Annual Report of the Shimberg Center for Affordable Housing


TEACHING


Undergraduate Students


During 1999 the Shimberg Center for Affordable Housing began to offer a residential track within the standard
construction management curriculum in the M.E. Rinker, Sr. School of Building Construction in the College of
Architecture at the University of Florida. The residential track comprises three required courses:
* Project Planning and Feasibility exposes the student to the process of producing a proposal for
development of a residential project on a specific site. The proposal includes sections on market analysis,
site analysis, project programming, schematic design, project cost estimate, and financial feasibility. The
final product of this second project is a design-build proposal that effectively communicates project
viability in a professional manner.
* Creating Affordable Housing gives the student an appreciation for ways to reduce the cost of housing
delivery, factors in the delivery process (including finance, building materials, construction methods) that
contribute to affordability problems, and potential methods to facilitate the delivery housing that is
affordable to the buyer. Upon completion of the course the student will be able to identify potential
markets and alternative financing vehicles for affordable housing. They will be prepared to intervene
effectively in discussions regarding local land use and building regulations.
* Housing Transactions for Homebuilders is modeled on the real estate licensing course and will provide
an introduction to ownership rights in real property and limitations on those rights, the transfer of rights, the
process of selling a property including contracts and closing, mortgages, markets, and valuation of
property. The emphasis is on providing the homebuilder with a working knowledge of the sale and leasing
of property. Upon completing the course the students will have an understanding of mortgage types,
market opportunities, and the valuation process. They will also be able to complete the process of selling
property including the documents involved.
The development of the residential track and the course content has been accomplished in cooperation with the
Florida Home Builders Association and a team of eleven builder members that were designated as a sounding
board for the development effort.


The Shimberg Center also continues to offer a graduate-level course titled Housing Economics and Policy that
familiarizes students with basic theories, concepts, terminology, and issues in housing as well as examining the
factors contributing to housing problems and evaluating housing policies. Upon completion of the course the
student is able to estimate the demand for housing, examine the feasibility of a housing project, and understand
the role of government, lenders, and other institutions in the housing market.










Annual Report of the Shimberg Center for Affordable Housing


Graduate Students


The Shimberg Center's faculty serve on committees supervising students conducting research and developing
dissertations, theses, and terminal projects that are required in partial fulfillment of the requirements of graduate
degrees. In 1999 the Center faculty chaired three doctoral committees with such diverse research topics as
safety standards, land-use policies, and property valuation. The faculty also served as members of doctoral
committees for students interested in mortgage lending practices, sustainability in construction, and historic
preservation.


Continuing Education


The Summer Housing Institute that was initiated by the Shimberg Center was not held in 1999. Instead, the
Center is working to revamp the approach that has been taken. For example, the Center is exploring possible
cooperation with Neighborhood Reinvestment Corporation, Local Initiative Support Corporation, and/or Florida
A&M University. The basic idea of continuing education relative to the delivery of affordable housing and
related community development will be the topic of further discussion into 1999.


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 that were active during 1999 by the Shimberg Center for Affordable
Housing faculty or graduate students.


The 1998 report of the Governor's Affordable Housing Study Commission did not include recommendations for
research topics and, therefore, no meeting was held with the Florida Department of Community Affairs.
However, the Shimberg Center continues to work closely with the Commission. In particular and on an on-
going basis, the Center has worked with the Commission's committee that focuses on setting and monitoring
progress toward Florida's 2010 housing goal of safe, decent, and affordable housing opportunities for all of
Florida's citizens. The Commission has established a bi-annual review of progress toward the 2010 goal. The
Shimberg Center has provided assistance to the Commission and staff for that evaluation.










Annual Report of the Shimberg Center for Affordable Housing


State of Florida's Housing
The Shimberg Center entered into an agreement with the Florida Home Builders Association and the Florida
Association of Realtors to produce and publish a report titled The State of Florida's Housing. The content of
the report will describe not only Florida's existing housing inventory but also the projected need for housing
through 2010. The objective of producing and disseminating The State of Florida's Housing is to establish an
accepted baseline document against which policy and program effectiveness can be evaluated and for serving as
a basis for debating changes to existing policy and crafting new programs.

Statewide 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. The six 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
in the state were completed in 1999 and the assessment base year was updated from 1995 to 1998.


The Center continues to support the needs assessment through technical assistance and training, and plans to
maintain a statewide database on housing needs and continue research to enhance the model. 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.


The database allows the Shimberg Center's researchers to study such issues as the measures of housing
affordability, the condition of housing, and measures of the outcome of neighborhood-level activity. Current
research is focused on developing alternative measures of housing affordability, housing condition, and housing
need and retooling for the next round of housing need assessments.


Windstorm Damage Mitigation Training & Demonstration Centers


During 1999 the first regional Windstorm Damage Mitigation Training and Demonstration Center was
completed in Saint Lucie County, Florida, with funding from the Florida Department of Insurance. The second










Annual Report of the Shimberg Center for Affordable Housing


center will be completed in March 2000 in Escambia County. Two more regional centers will be constructed
during 2000, one in Saint John's County and one in Dade County. Funding for a fifth regional center to be
constructed in Pinellas County awaits legislative authorization. The primary purpose of these centers is to
create a statewide network of training and demonstration sites for improving the wind resistance of existing and
newly constructed homes. The Shimberg Center serves as the administrator of the program working with an
architect, civil engineering firm, and construction manager. All land development and construction tasks are
performed by local contractors.


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 statewide 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 Corporation, 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.


Miscellaneous Projects

A number of other smaller projects have been performed or initiated during 1999:
National Hispanic Housing Council: The Shimberg Center is conducting a study in Miami-Dade County, one
of six study sites nationally, in a project to examine the access of the Hispanic population to housing programs.
Neighborhood Reinvestment Corporation: Data is being gathered at 12 demonstration sites around the state
in an effort to establish a system for tracking neighborhood change in neighborhoods in which community
development corporations are working.
Florida A & M University/ Florida Department of Community Affairs: A project to support Community
Development Corporations in the state, including a summer conference, energy efficiency training workshops,
technical assistance to these nonprofit organizations, and an assessment of training and technical assistance
needs.










Annual Report of the Shimberg Center for Affordable Housing


Department of Housing & Urban Development: Organized a symposium focused on the challenges facing
the home building industry in Florida and the southeast in the 21st century.
National Housing Endowment: Prepare, publish, and disseminate the proceedings of the 21st Century Housing
Symposium.
Fannie Mae Research Foundation: Working jointly with the University of South Florida, targeted a south St.
Petersburg area to work with community development corporations (CDCs) in building their capacity to
produce housing and promote homeownership.
State of Georgia: As a result of the affordable housing needs assessment work for Florida, the Shimberg Center
served as a subcontractor to a private company to analyze the supply and demand for housing in Georgia and to
assist in targeting state's housing resources.
Florida Housing Data Center: The Florida Housing Data Center provided demographic and housing-related
information to a number of private development and planning firms.


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 was initiated by a two-year
contract with the federal Department of Housing and Urban Development, Office of University Partnerships.
The program was continued for an additional year of HUD funding during which time the goal was to
institutionalize the effort. During this additional year, additional support was provided by a grant from the Jesse
Ball DuPont Fund. At the end of 1998, the Florida Department of Education provided support for the COPC
program. The total investment by these agencies in the University of Florida's community service activity
exceeds $750,000. Clearly, the program is regarded by these groups as an excellent model for other institutions
to follow.


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










Annual Report of the Shimberg Center for Affordable Housing


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, health, and planning 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. Recent efforts have
focused on community organizing, placing students in community organizations, and sustaining youth, family,
and community programming through the Shimberg Center's off-campus offices.


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.


Organize Conferences


Conferences offer the opportunity for researchers and practicing professional to establish communication and
share ideas and experiences. The Shimberg Center therefore encourages conferences, symposia, and workshops
to the extent possible.


* American Association of Housing Educators (AAHE). The 1999 annual conference of the AAHE was
hosted by the Shimberg Center, in cooperation with the Institute for Food and Agricultural Sciences
(IFAS), Extension Office. The theme of the conference was Affordable Housing and was held in Orlando
in October 1999. The 80 attendees and speakers were housing educators from across the nation. The
keynote speaker was the nationally known Cushing Dolbear, founder of the National Low-Income Housing
Coalition.
* Sustainable Housing Symposium. A pre-conference associated with the AAHE annual conference was
also organized by the Shimberg Center in cooperation with the IFAS Energy Extension Service. The
meeting convened in Orlando, moved on the second day to the University of Florida campus, and ended on
the third day back in Orlando.
* 21st Century Housing Symposium. In July 1999 the Shimberg Center, in cooperation with the Florida
Association of Home Builders, organized the 21st Century Housing Symposium in conjunction with the
Southeast Builders Conference. (See cover story, page ii)










Annual Report of the Shimberg Center for Affordable Housing


Florida Community Development Corporation Conference. Working with Florida A&M University
and the Florida Department of Community Affairs, the Shimberg Center co-sponsored a state-wide
conference for community development corporations (CDCs) in July 1999.


During 1999 the Shimberg Center faculty were called upon to participate in various workshops and advisory
groups:
Neighborhood Housing and Development Corporation. Serve of the board of directors of the
Neighborhood Housing and Development Corporation, a Neighborhood Reinvestment Corporation
affiliate.
Central Florida Resource Conservation & Development Council. Chair the Affordable Housing
Committee and member of the Board of Directors of the Central Florida Resource Conservation &
Development Council.
Strategic Planning Steering Committee. Serve on the Strategic Planning Committee of the Florida
State Rural Development Office of the US Department of Agriculture.
Florida Fair Housing Advisory Committee. Served as appointed member of the Florida Fair Housing
Advisory Committee and participated in the Education Subcommittee.
Regional Planning Council Housing Specialists Workshop. Organized workshop for RPC housing
specialists to discuss the affordable housing needs assessment model and fair-share housing.
Also during 1999 the Shimberg Center's faculty was invited to present the results of research activities at
various conferences, workshops, and symposia in Florida and elsewhere:
U.S. Census Bureau Current Population Estimating Conference (Washington, DC) Presented paper
describing methodology for estimating population by age used in the affordable housing needs
assessment.
Florida Community Development Corporation Conference Conducted workshop on market analysis
techniques and data sources.
Florida Real Estate Outlook Conference Presented paper on housing market trends in Florida.
Associated Collegiate Schools Of Planning Conference (Chicago) Presented paper on measuring
housing affordability.
21st Century Housing Symposium Presented paper on housing market trends in Florida.
Annual Conference of the American Association of Housing Educators Presented paper on
measuring housing affordability.
World Bank Latin American Urbanization Conference Presented paper on assessing housing need.
East Central Florida Regional Planning Council Housing Committee Presented paper on assessing
housing need.










Annual Report of the Shimberg Center for Affordable Housing


2nd Annual SUS Hurricane Conference Presented paper on state-wide educational infrastructure

being developed by the Shimberg Center for the Florida Department of Insurance.
What's New in Housing Research (Dallas) Presented paper on the components of quality
improvement in the home building industry.


The Florida housing database developed and maintained by the Shimberg Center was used to perform housing
market analyses for seven organizations affiliated with the Neighborhood Reinvestment Corporation (NRC).
Presentations of the results of these market assessments were given before the Boards of five of these
organizations.


ADMINISTRATION


Financial


The funds that support the Shimberg Center's activities come from three sources: 1) state funds allocated
through the Board of Regents and the University of Florida, 2) endowment earnings, and 3) contracts and
grants.


During the fiscal year ending June 30, 1998, the Shimberg Center for Affordable Housing received $245,007 in
salary, expense, and other personnel services funds from the University of Florida. The distribution of these
funds by expense category for fiscal 1994 through 1998 is shown below.


Fiscal year >>> 1995 1996 1997 1998 1999


Total budget $230,950 $229,124 $238,146 $245,007 $262,020


Expense category
Salaries and benefits 79% 72% 83% 85% 81%
Other personnel services 10 10 10 11 11
Other expenses 9 16 7 4 7
Operating capital outlay 2 2 1
Unexpended -


The annual estimated earnings from the endowments that are administered by the University of Florida
Foundation for the Shimberg Center provide another $82,000 for the support of faculty and graduate research










Annual Report of the Shimberg Center for Affordable Housing


assistants plus approximately $7,900 for discretionary uses. The two endowments that produce this support for
the Center are: Ida Rogero Childre Fellowship/Assistantship in Affordable Housing
James H. Shimberg Professorships/Fellowships Endowment & Discretionary Endowment


The other source of funding for the Center is contract or grant supported activities. In FY1998-99 the total
contract and grant awards received from federal agencies, from state agencies, and from
foundations came to $2,332,182. This number represents an 8.9:1 leverage of the basic Center budget.


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 director of the Florida Housing Data Center.


A number of students and others are employed or supported by the Shimberg Center. Michele Spencer-
Carrodine heads the Community Outreach Partnership Center activities along with Patricia Hilliard-Nunn,
Jessica Anders (GRA), and Francis Shanks. Danielle McGurrin, Quiviya Eldridge, and Kelly Randall are
assigned to the Fannie Mae Foundation Community Partnership Program in the Tampa/St. Petersburg area.
William Sullivan and Zhangping Tang (GRA) work in the Florida Housing Data Center. Daniel Bentil (GRA)
is working with the Shimberg Center to update the publication on alternative building systems. Joseli Wendler
(GRA) has completed all of her course work and been admitted to candidacy in the Ph.D. program.


-10-










Annual Report of the Shimberg Center for Affordable Housing


APPENDIX A

List of Publications


Affordable Housing ISSUES (Bi-monthly newsletter)


1999
Oct Rental Property Management
Aug Rental Housing Affordability Gap
Jun HUD Community Builder Program in
Florida
Apr 21st Century Housing Symposium
Feb Regional Training & Demonstration Centers
1998
Dec Affordable Housing Alternatives
Oct Affordable Housing Through Historic
Preservation
Aug Florida Housing Data Center
Jun The Positive Effect of Homeownership
Apr Hidden Cost of Inadequate Housing
Feb Community Builders Fellowship
1997
Dec Local Economic Contribution of Home
Building
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
1996
Dec Estimating Affordable Housing Need
Oct Resident Economic Development Initiative
Aug Rural Development Strategic Plan
Jun Shimberg Center Home Page
Apr 1996 Summer Housing Institute
Feb There Goes the Neighborhood?
1995
Dec Florida Housing Coalition: At Work for
Affordable Housing
Oct Affordable Housing Auction
Aug Technical Assistance Providers
Jun One-stop Permitting Process
Apr Defensible Space
Feb Summer Housing Institute 1995
1994
Dec A Visit to Age-Sensitive Housing
Oct Sustaining Housing Affordability
Aug Alternative Residential Building Systems
Jun Public/Private Partnership for Affordable


Housing
Apr Affordability After Occupancy
Feb Housing Trends
1993
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 State Housing Initiatives Partnership
Oct Affordable Housing Indexes An
Overview
Aug Sadowski Affordable Housing Act
Jun Inclusionary Affordable Housing
Apr Jobs/Housing Balance
Feb Single-Room Occupancy (SRO)
1991
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


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Annual Report of the Shimberg Center for Affordable Housing


Technical Note Series

#98-1 Affordable Housing in Florida 1998
#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 A.I ... ,,l/,.- 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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