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 Title Page
 Cover story
 Authorization
 Table of Contents
 Executive summary
 Introduction
 Teaching
 Research
 Service
 Administration
 Appendix






Group Title: Annual report of the Shimberg Center for Housing Studies
Title: Annual report
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Permanent Link: http://ufdc.ufl.edu/UF00087014/00006
 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: 2002
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Bibliographic ID: UF00087014
Volume ID: VID00006
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
        Page ii
    Cover story
        Page iii
    Authorization
        Page iv
    Table of Contents
        Page v
    Executive summary
        Page vi
    Introduction
        Page 1
    Teaching
        Page 1
        Page 2
    Research
        Page 3
        Page 4
        Page 5
        Page 6
    Service
        Page 7
        Page 8
    Administration
        Page 9
        Page 10
        Page 11
    Appendix
        Page 12
        Page 13
Full Text





UNIVERSITY OF
FLORIDA


ANNUAL REPORT

of the

SHIMBERG CENTER FOR AFFORDABLE HOUSING


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






December 2002












2002 Annual Report of the Shimberg Center for Affordable Housing










2002 Annual Report of the Shimberg Center for Affordable Housing


Cover Story

As the new year arrives, the Shimberg Center for Affordable Housing
becomes 15 years old. The legislation that established the interdisciplinary
center in the Rinker School of Building Construction of the College of
Design, Construction and Planning (then called the College of Architecture)
at the University of Florida was signed in 1988. In 1991 the center was
renamed the Shimberg Center for Affordable Housing in recognition of Mr.
James H. Shimberg's generous gift to support the center's mission.

From this beginning, the Shimberg Center has established a residential track
within the traditional undergraduate construction management curriculum in
the Rinker School and a Certificate Program in Affordable Housing
Development for graduate students at the University of Florida. A master's
degree program in housing and community development is being proposed.

During the past seven years the Shimberg Center has worked closely with
the Florida Department of Community Affairs, the Florida Housing Finance
Corporation, and the Governor's Affordable Housing Study Commission to
establish the Florida Housing Data Clearinghouse. This publicly available
database describing Florida's housing makes fact-based policy and
program decision-making possible for government agencies and provides
assistance to the private and nonprofit sector in making business decisions.

In addition, the Shimberg Center has provided assistance to federal, state,
and local government agencies, to both non-profit and for-profit housing
providers, to financial institutions, and to builders/developers in areas
dealing with new technology, with market research, and with growth-related
issues.

As we look to the next 15 years, the Shimberg Center will play an important
role in improving the knowledge base and skill level of non-profit and for-
profit builders/developers that serve the affordable housing market.
Florida's continued population growth, the continued growth of the state's
immigrant population, and the continued need for affordable housing in
sustainable neighborhoods offer new and different challenges to be faced.










2002 Annual Report of the Shimberg Center for Affordable Housing


AUTHORIZATION

The Shimberg Center for Affordable Housing in the College of Design, Construction, and Planning,
Rinker 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 ofRegents shall establish the Multidisciplinary Center for. I i ',./..
Housing within the School ofBuilding Construction of the College ofArchitecture 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 il ,, i 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 ottrdable /i. ,i .iig ,i,,i their
jurisdictions.
(c) Conduct special research i,. 1,a,,,11 to fire safety.
(d) Provide afocus for the teaching of new technology and skills ,. hii,, 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 alli rdtlale housing.
(h) Submit a report to the Governor, the President of the Senate, and the
Speaker of the House ofRepresentatives by January 1 of each year. The
annual report shall include information ,. i,,ii,,i 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.










2002 Annual Report of the Shimberg Center for Affordable Housing




CONTENTS




Section Page

COVER STORY ................................................................... ....................................................... ....iii

AUTHORIZATION ................ ..............................................................................................................iv

CONTENTS ................... .... ........... ......................................... ................v

EXECUTIVE SUM M ARY ............................................................................................. ................vi

INTRODUCTION ....................................................................... ........ .... ............................... .. 1

TEACHING ........................................... ............... 1
Undergraduate Courses ............................................................................................................................. 1
Graduate Courses ....................................................................................................................................... 2
Graduate Students ............................................................................................................................................2

RESEARCH ....................................................... ...................................................... .........................3
Florida Housing Data Clearinghouse ........................................................................................................3
W hat's Currently Available on the Clearinghjous W ebsite............................ .................................... 4
State of Florida's Housing.................................................................................................................... ...... 6
Windstorm Damage Mitigation Training & Demonstration Centers............. .....................................6
Energy Characteristics of New Homws in Florida ...................................................................................6
Various Projects.............................................................................................................................................. 6

S E R V IC E ............................................................................................................................................... 7
Community Statistical Systems ............................................................................................................... 7
Dissemination ........................................... ......................................................................................................... 9

ADM INISTRATION ............................................................................ ................9
Financial .........................................................................................................................................................10
Personnel .. ........................................................................................................................................ 11
Advisory Council ................................................... 11

APPENDIX A ............... .. .. ................ ....... .............. 12
List of Publications ............ ........ ...............................................................................................................12
Technical Note Series .....................................................................................................................................13
Research Reports ............................................................................................................................................13









2002 Annual Report of the Shimberg Center for Affordable Housing


EXECUTIVE SUMMARY

During 2002 the Shimberg Center for Affordable Housing continued development of the Florida
Housing Data Clearinghouse; it implemented the certificate program in affordable housing
development for graduate students; it took a lead role in initiating an effort to create a nationwide
network for implementing small-area community statistical systems; and it completed production of
the third windstorm damage mitigation training and demonstration center.

The database that was developed by the Center to produce Affordable Housing Needs Assessments
for the cities and counties in Florida and that served as the basis for production of the first annual
edition of The State of Florida's Housing, 2000, formed the basis for establishing the Florida Housing
Data Clearinghouse. The Clearinghouse represents the only source of factual information that state
agencies, local governments, for-profit and non-profit organizations can rely on to assess affordable
housing need and to measure progress toward improvement. As the Clearinghouse develops, its
databases are being made publicly accessible on the Internet at www.flhousingdata.shimberg.ufl.edu.

The Ford Foundation and the Fannie Mae Foundation recognized the leading-edge nature of the
Florida Housing Data Clearinghouse effort in Florida and awarded grants to the Shimberg Center to
organize a conference focused on small-area socio-economic statistical systems. The conference was
held in Tampa in March 2002 and brought together the nation's leadership in small-area community
statistical system design, development, and implementation. The Shimberg Center will play a key
role in implementing the recommendations produced by that conference.

The undergraduate courses that comprise the currently available residential track within the
construction management curriculum continue to attract more students than there is space available.
This situation is a strong indication of the interest that exists in the Housing Track. The courses are
attracting students majoring in real estate, urban and regional planning, interior design, and law. The
Shimberg Center is also leading an effort to establish a campus-wide undergraduate minor in
nonprofit management, responding to the needs of the many nonprofit organizations with which we
work. At the graduate level, a certificate program in affordable housing development has been
approved and is available to students from such disciplines as real estate, public administration,
planning, and law. The Center also has proposed that the University of Florida approve a masters
degree program in housing and community development.

Funding for FY 2001-2002 for the Shimberg Center provided by the University of Florida was
$253,175. Funded research for the same period totaled $950,277, which represents nearly a 4:1
leverage of the state support.













INTRODUCTION


Although the Center has taught housing-related courses for several years, a formal "residential track"
within the construction management curriculum of the M. E. Rinker, Sr. School of Building
Construction was approved in 1998 and implemented in 1999. This addition to the curriculum was
the result of requests from the home building industry. Recognizing a need to expand training
opportunities in nonprofit management for those working in community development, the Shimberg
Center is also leading an effort to establish a campus-wide undergraduate minor in non-profit
management. This effort is in association with a national organization, American Humanics.


The Center's research has been concentrated in three areas: (1) developing and maintaining detailed
quantitative data describing Florida's changing housing demand and 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 brought 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, provided insight into the components of a
model that can be applied to other Florida communities.


TEACHING


Undergraduate Courses
The residential track offered within the Rinker School of Building Construction 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













INTRODUCTION


Although the Center has taught housing-related courses for several years, a formal "residential track"
within the construction management curriculum of the M. E. Rinker, Sr. School of Building
Construction was approved in 1998 and implemented in 1999. This addition to the curriculum was
the result of requests from the home building industry. Recognizing a need to expand training
opportunities in nonprofit management for those working in community development, the Shimberg
Center is also leading an effort to establish a campus-wide undergraduate minor in non-profit
management. This effort is in association with a national organization, American Humanics.


The Center's research has been concentrated in three areas: (1) developing and maintaining detailed
quantitative data describing Florida's changing housing demand and 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 brought 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, provided insight into the components of a
model that can be applied to other Florida communities.


TEACHING


Undergraduate Courses
The residential track offered within the Rinker School of Building Construction 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









2002 Annual Report of the Shimberg Center for Affordable Housing


analysis, site analysis, project programming, schematic design, project cost estimate, and
financial feasibility. The final product of this project is a design-build proposal that effectively
communicates project viability in a professional manner.
* Creating Affordable Housing introduces the student to the key factors that have produced
changes in US cities that, in turn, have contributed to the current housing situation. The student
gains an appreciation for ways to reduce the cost of housing delivery, factors in the delivery
process (including regulations, finance, building materials, construction methods) that contribute
to affordability problems, and potential methods to facilitate the delivery of 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
provides 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.

Graduate Courses
The Shimberg Center offers 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.
Graduate Students
The Shimberg Center's faculty either chair or 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 2001-2002 the Center faculty served on
doctoral comities in Sociology, Building Construction, Engineering, and Food and Resource
Economics.









2002 Annual Report of the Shimberg Center for Affordable Housing


In addition to the graduate-level course in Housing Policy and Finance, the faculty teamed with
faculty from the Rinker School of Building Construction to develop and offer a required graduate
course titled Research Methods in Building Construction. The purpose of this course is to introduce
beginning graduate students to the task of preparing a dissertation, thesis, or master's paper. It also
provides a review of basic statistical methods that many of the graduate students will need in
conducting their research.


At the graduate level, a certificate program in affordable housing has been approved which will be
available to students from such disciplines as real estate, public administration, planning, and law.
The center continues to work on a masters degree program in housing and community development.
This degree program would be a distance program, delivered over the Internet, to professionals whose
work is related to housing. Opportunities to work with several partners are being explored and a draft
curriculum plan has been developed.




RESEARCH


Since the passage of the William E. Sadowski Affordable Housing Act of 1992, the research activities
of the Shimberg Center have been coordinated with the activities of the Florida Department of
Community Affairs. Presented below are summaries of some of the research projects that were active
during 2001-2002 at the Shimberg Center for Affordable Housing.

The Florida Housing Data Clearinghouse
The origin of the Clearinghouse was with the Governor's Affordable Housing Study Commission. At
the Commission's urging a working group of stakeholders that included representatives from local
governments, regional entities, housing advocates, groups such as the Florida Home Builders
Association and the Florida Association of Realtors, and state agencies was organized in 2000. The
Housing Data Clearinghouse was created to provide public access to data on housing need and supply
from a variety of sources. These data sources include the U.S. Census and other population and
housing surveys carried out by the federal government; the Affordable Housing Needs Assessment;
and federal, state, and local programs, including appropriate data on housing developed with funding
from Florida Housing Finance Corporation.









2002 Annual Report of the Shimberg Center for Affordable Housing


In addition to providing housing data, the Clearinghouse is building the capacity, or infrastructure, to
collect, produce, and store this information for easy public access. Over time anyone will be able to
obtain data, run reports, and do data analysis by going to the Clearinghouse website. Indeed, the
Affordable Housing Needs Assessment, which is the data and analysis package prepared for each
local government to aid them with their comprehensive planning responsibilities, will be accessed by
all on this website.


The Clearinghouse will take about five years to get fully operational, and the Shimberg Center at the
University of Florida is the lead organization in its development. To ensure that the Clearinghouse
provides access to the most needed data products and services, the Shimberg Center regularly confers
with an advisory committee made up of end users. The FY2002-2003 state contract is $252,900,
using monies from the State and the Local Housing Trust Fund plus another $150,000 contributed as
by the Shimberg Center from its own resources.


The responsibilities of the Florida Housing Data Clearinghouse include:
* Creating a data "warehouse" to store data for use by the public;
* Designing a website which allows for user-friendly access to housing data;
* Promoting standard formats to collect and share local housing data;
* Preparing the Affordable Housing Needs Assessment;
* Creating neighborhood-level affordable housing data;
* Preparing an annual report on the "State of Florida's Housing" to provide perspective on trends
and conditions in housing at the state, regional and local level;
* Preparing a statewide rental market study for the Florida Housing Finance Corporation; and
* Creating an integrated database of federal, state, and local subsidized housing data.


What's Currently Available on the Clearinghouse Website?
The Clearinghouse website (www.flhousingdata.shimberg.ufl.edu) currently contains three datasets
that provide for customized, on-line queries:


1. The 2001 Rental Market Study demand-side data this dataset contains several dozen cross-
tabulated renter household characteristics in four main categories (age, size, income, cost
burden) at the county level only. Users may select any combination of these four categories









2002 Annual Report of the Shimberg Center for Affordable Housing


along with the county (or counties) of interest and the year of interest (1990, 2000, 2001,
2002,2007).
2. The 2002 State of Florida's Housing to understand and analyze Florida's stock of housing,
tax assessment records from the 67 county property appraisers are summarized for 1999/2000.
The resulting database contains information on every residential parcel of land and every
structure in Florida, including: total assessed and just value, year in which structure was built,
square footage of the structure, homestead exemption, housing prices, housing appreciation
and affordability, time series data by housing type where appropriate, including: units by year
built, median size by year built, number of sales by year, mean and median sales price by year.
3. The current version (5.1) of the Affordable Housing Needs Assessment the Needs
Assessment is composed of supply-side and demand-side elements. The demand-side provides
estimates and projections of households by age, tenure, size, income and cost burden, all cross-
tabulated. Projections are made to 2025 and are available for both counties and incorporated
places. The supply-side data is composed of census data that is updated with current information
from building permit activity and property appraiser data. This preliminary version is only
available for two counties. A newer version, 5.1, will be released shortly for Miami-Dade County
and in the first half of 2003 the remaining 66 counties will be released.


The Clearinghouse also contains several reports in Adobe PDF file format, including:
2002 State ofFlorida's Housing Report
2001 Rental Market Study
2002 HUD Income Limits
The Needfor Housing for Homeless Persons
Farmworker Housing Needs
Rental Housing Demand by Low-income Commercial Fishing Workers
Extremely Low Income Disabled Florida Residential Household C h, ii,,, I ,, s'n
Manufactured Housing in the State of Florida, Information from the 2000 Census
Impact ofReal Estate on the Florida Economy, 2002
The Low-income Housing Tax Credit and Multifamily Bond F ,,hi ,, A
Comparison ofState-level Allocation Policies









2002 Annual Report of the Shimberg Center for Affordable Housing


State of Florida's Housing
The Shimberg Center produced the third annual report titled The State ofFlorida's Housing, 2002.
The report is a compendium of facts on Florida's housing. The data highlight the tremendous
diversity in housing characteristics across the state, particularly between the 34 urban counties and the
33 rural counties, as well as between coastal and non-coastal counties. The characteristics of
Florida's housing reflect the characteristics of the state's population. The population of the state is
growing, creating a demand for additional housing, yet that growth is not distributed uniformly across
the state. Growth is most often a coastal phenomenon. Further, the nature of the growth differs
across the state as characterized by age, income, race, ethnicity, and county of origin. In addition to a
wealth of information on the characteristics of Florida's housing stock by county the report also
includes a chapter on Florida's dynamic population and household changes in the decade between the
1990 and 2000 Census and the effect of those changes on housing as well as chapters on housing
prices and affordability and house price trends. The 2003 issue of The State of Florida's Housing
will be produced in the second quarter of 2003 and made available on the Clearinghouse website.


Windstorm Damage Mitigation Training & Demonstration Centers
During 2002 the third regional Windstorm Damage Mitigation Training and Demonstration Center
was released to Saint John's County, Florida. The next facility will be in south Florida in Broward
County if funding is available. 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 selected from the regions in which the facilities are built.


Energy Characteristics of New Homes in Florida
Since February 2001, the Shimberg Center has received and processed the Energy Code Compliance
Forms from every permit-issuing jurisdiction in Florida. A 5 percent random sample of the forms
describing newly constructed single-family and multi-family residential buildings is drawn. As a
result, the Center is able to publish periodic reports summarizing the energy conserving
characteristics of new homes in Florida. These reports show changes over time in the energy
conserving features of new homes. These periodic reports illustrate changes over time as well as by
major climatic region of the state. The most recent report is dated January 2002 and is titled Energy-









2002 Annual Report of the Shimberg Center for Affordable Housing


related Characteristics ofNew Home Construction in Florida (Revised). This and other publications
of the Center are available at www.shimberg.ufl.edu.


Various Projects
The Shimberg Center is a participant on a multi-disciplinary, multi-year research study of the impact
of Florida's growth management legislation on rural areas in the state. The study is examining the
use, property value, and financial implications of growth management. It is funded by the U.S.
Department of Agriculture. The Center also completed market studies for nonprofit housing
organizations in the state.


Non-funded research includes studies of the implications of concurrency for housing in the state, the
sustainability of low-income household homeownership, cost savings resulting from energy
efficiency in homeownership, the Low-Income Housing Tax Credit, and measuring housing need,
estimating housing rehabilitation needs, and implications of the Save Our Homes amendment.


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 Statistical Systems
During 2001-2002 the Ford Foundation and the Fannie Mae Foundation provided funding for the
Shimberg Center to organize and conduct a national conference titled "Next Generation of
Community Statistical Systems." In this context Community statistical systems (CSS) are multi-
topic, multi-source, publicly available databases that enable community residents and local decision-
makers to be better informed about current and historical neighborhood and local conditions. Simply
put, community statistical systems facilitate fact-based decision making for improving the quality of
life at the neighborhood level.









2002 Annual Report of the Shimberg Center for Affordable Housing


Two hundred people attended a March 2002 conference to hear about existing CSS technology and
effectiveness and to discuss how to move to the next generation of CSS. A key result of the
conference was the finding that there are many government, private, and academic entities focusing
on various aspects of CSS. Some of these initiatives are well known; others are basically unknown
and narrowly focused on specific local challenges. It was clear that a proliferation of efforts has
emerged and is expanding the uses of community statistical systems as a primary tool for community
improvement. It is also clear that many of these initiatives are developing and operating without the
benefit of a central clearinghouse of existing knowledge and supporting network of resources. This
lack of communication is in part due to the heterogeneous nature of the national networks,
organizations and projects that are now emerging-each focusing on a particular type of effort (e.g.,
sustainability, housing, health, etc.) or application (e.g., neighborhood empowerment, government
performance measurement, "community learning," etc.)-but all with either a central or significant
interest in the development and use of community statistical systems as a tool for community
improvement. While each network has its own somewhat unique focus and related set of discussions,
significant overlap exists across the networks on many major issues, challenges, and desired
outcomes that are designed to increase the quality, effectiveness, and sustained impact of community
statistical systems on community dialogues and decisions.


Accordingly, during 2003, the Shimberg Center for Affordable Housing will work with the Ford
Foundation to build upon the findings of the past year and coordinate the establishment of a national
CSS network and knowledge clearinghouse. The mission of the CSS network will be to promote the
development, adoption, and effective use of community statistical systems within the United States.
The short-term goals of this effort are:

* Facilitating relationships-The CSS Network will encourage relationship building between and
among researchers, advocates, and data providers as well as between and among government
agencies, nonprofits, and for-profits. It will do so through a variety of interactive mechanisms,
including a major conference in 2003 and smaller workshops on specific topics through the year.
Establishing a listserv will provide an electronic forum for information exchange.

* Providing technical information-The CSS Network will gather, organize, and disseminate
technical information of value to practitioners, advocates, and researchers including professional
standards and practices, information on activities in the field, and updates regarding various data
sources. Dissemination will take advantage of existing journals and electronic web sites.










2002 Annual Report of the Shimberg Center for Affordable Housing


* Promoting CSS as a valuable tool-The Network will have a marketing function, seeking to
convince leading national opinion leaders and resource providers regarding the value and
legitimacy of community statistical systems and encouraging local nonprofits and governments to
establish such systems.

* Facilitating access to funding-The CSS Network will aid researchers and local developers of
community statistical systems in identifying potential sources of funding support by assembling a
compendium of foundations and other organizations that have a history of providing such
support.


Dissemination
Volume XII of the Center's bi-monthly newsletter titled, Affordable Housing ISSUES, included the
following topics:

December 2001 Community Land Trust
February 2002 Assessing Outcomes
April 2002 Exemption from Ad Valorem Taxation for Affordable Housing
June 2002 Local Economic Contribution of Home Building
August 2002 The State of Florida's Housing, 2002
October 2002 Mold


In addition, the following reports were produced by the Center.
Rental Housing In Florida
Farmworker Housing Needs
Inclusionary Housing: A Discussion ofPolicy Issues
The Low-income Housing Tax Credit and Multi-family Bond Financing
The Need for Housingfor Homeless Persons
Public Housing Authority Wlr,,, List Characterisics
Rental Housing Demand by Low-income Commercial Fishing Workers
County Locations ofFrail, Low-income, Older Persons in Need of lit.. l,-1.1, Assisted Living in
Florida



ADMINISTRATION

Financial
The funds that support the Shimberg Center's activities come from three sources: 1) state funds, 2)
endowment earnings, and 3) contracts and grants. During the fiscal year ending 30 June 2002, the
Shimberg Center for Affordable Housing received $255,684 in salary, expense, and other personnel
services funds from the University of Florida. The distribution of these funds by expense category for
fiscal 1996 through 2002 is shown below.










2002 Annual Report of the Shimberg Center for Affordable Housing


1Fiscl \ cj---- 10 0 1"' 1' 1)';) 1i .O n12 I I IC0
Total $229,124 $238,146 $245,007 $262,020 $248,715 $253,175 $255,684
Expense category
Salaries & benefits 72% 83% 85% 81% 81% 87% 91%
Other personnel services 10% 10% 11% 11% 10% 10% 2%
Other expenses 16% 7% 4% 7% 6% 3% 6%
Operating capital outlay 2% 2% 1% 1%
Unexpended 2%


The annual estimated earnings from the endowments that are administered by the University of
Florida Foundation for the Shimberg Center provide another $89,400 for the support of faculty and
graduate research assistants plus approximately $8,000 for discretionary uses. These figures
represent a 20 percent decline in endowment earnings in the coming year. 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 FY2001-2002
the total contract and grant awards received from federal agencies, from state agencies, and from
foundations came to $950,278. This number represents nearly a 4:1 leverage of the basic Center
budget provided by the University.


Personnel
Dr. Robert C. Stroh, Sr. 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 as manager of the Florida Housing Data Clearinghouse project and Mr.
James Martinez continues as coordinator of computer applications and implementation of Internet
access to the Florida Housing Data Clearinghouse. Ms. Diep Nguyen has joined the Data
Clearinghouse team working closely with Martinez on computer application development.


Two newcomers to the Shimberg Center are Dr. Douglas White who is focusing on the development
of models that can assess housing condition from existing data and Ms. Anne Lockwood Williamson









2002 Annual Report of the Shimberg Center for Affordable Housing


whose major area of focus is creation of an affordable housing supply database. This database will be
easily accessible through the Florida Housing Data Clearinghouse to facilitate decision making for
state and local government policy makers, consumers, housing advocates and members of the
development community.


The Shimberg Center also supports two doctoral students Bryan Williams and Virginia Batista as
well as two master's degree students-Antoine Faddoul and Alan Gremillion.


Facilities
The Shimberg Center for Affordable Housing and the M. E. Rinker, Sr. School of Building
Construction will move into office space in the newly constructed Rinker Hall in the Spring of 2003.
This move will, for the first time, bring the Center's staff together in the same building.


Advisory Committee
As we move into the area of offering a degree program in Housing & Community Development, the
Shimberg Center's faculty has organized an industry advisory committee to provide advice and make
recommendations affecting the curriculum. The advisory committee comprises representatives from
organizations familiar with the knowledge and skills necessary to function effectively in the housing
and community development sector. The proposed members of the advisory committee are:
Askia Aquil, Neighborhood Housing Services, St. Petersburg
Susan Caswell, East Central Florida Regional Planning Council, Orlando
Joni Foster, Local Initiatives Support Corporation, Jacksonville
Denise Freedman, Bank of America, Tampa
David Herkalo, Neighborhood Housing and Development Corporation, Gainesville
Rob Ippolito, Florida Housing Coalition, Tallahassee
Ed Jennings, Jr., Jennings Development, Gainesville
Judith Kovisars, Fannie Mae Partnership Office, Orlando
Rev. Ed King, Jesse Ball duPont Foundation, Jacksonville
Dollie Simmons-Whittle, Neighborhood Reinvestment Corporation, Atlanta
Carl Ludecke, Charlie Johnson Builders, Mount Dora










2002 Annual Report of the Shimberg Center for Affordable Housing


APPENDIX A


List of Publications
Affordable Housing ISSUES Newsletter


Oct
Aug
Jun
Apr
Feb

Dec
Oct
Aug
Jun
Apr
Feb
Centers


2000
13th Annual Statewide Housing Conf.
Three HUD Housing Programs
The State of Florida's Housing, 2000
Social Benefit & Cost of Homeownership
Rehabilitation Subcode
1999
Design Matters in Affordable Housing
Rental Property Management
Rental Housing Affordability Gap
HUD Community Builder Program
21st Century Housing Symposium
Regional Training & Demonstration


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










2002 Annual Report of the Shimberg Center for Affordable Housing


Technical Note Series
#02-1 Energy-Related Characteristics of New Home Construction in Florida (Revised)
#00-2 Alternative Residential Building Systems Second Edition
#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 In... ,/,.,.- 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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