• TABLE OF CONTENTS
HIDE
 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/UF00087014/00009
 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: 2005
 Record Information
Bibliographic ID: UF00087014
Volume ID: VID00009
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
        Page vi
    Introduction
        Page 1
    Teaching
        Page 2
        Page 3
    Research
        Page 4
        Page 5
        Page 6
        Page 7
        Page 8
        Page 9
    Service
        Page 10
        Page 11
    Administration
        Page 12
        Page 13
    Appendix
        Page 14
        Page 15
        Page 16
Full Text










ANNUAL REPORT

of the

SHIMBERG CENTER FOR AFFORDABLE HOUSING


December 2005





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










2005 Annual Report of the Shimberg Center for Affordable Housing


Cover Story

In 1998 the Shimberg Center for Affordable Housing received a contract from the Florida Department of
Financial Services (previously known as the Florida Department of Insurance) to construct a series of
regional Windstorm Damage Mitigation Training and Demonstration Centers. Construction of a forth
regional center was completed during 2005 in the Town of Davie in Broward County (see cover). The
building is located on the University of Florida's IFAS Ft. Lauderdale Research and Education Center.

The design for the regional center reflects the desire of the Department and the Shimberg Center to
produce a building plan that is on the scale and mass of a house. The logic for this choice is that the
training that would take place in the structure would focus on the mitigation of windstorm damage to
Florida's new and existing housing inventory.

In order to control costs, the Department requested that the Shimberg Center locate potential sites for
constructing the buildings where: the land would be provided at no cost, the continuing operational costs
and maintenance would be provided at no cost to the state, and there would be assurance that the primary
use of the facility would remain that of training and demonstration related to windstorm damage
mitigation in new and existing homes in Florida.

The locations of the centers should be in coastal counties dispersed throughout the state. They also should
be accessible from an interstate highway to facilitate access by attendees that drive to the training classes.
The ideal situation would be to have the centers located in such a way that they can be reached from any
point in Florida in no more than a two-hour drive.

The first regional center was completed in the City of Ft. Pierce in St. Lucie County in June 1999, the
second was completed in the City of Cantonment in Escambia County in June 2000, and the third was
completed in the City of St. Augustine in St. Johns County in December 2001. As of April 2004, a total of
approximately 10,000 Floridians had attended classes or participated in tours of the three currently
available centers to learn about wind damage mitigation in both new and existing residential structures.










2005 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 1004.46, 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
Affordable H, ..io bii1 ,a,,i the School of Building 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 .. I' .;"/.."
Housing shall:

(a) Conduct research ,. Lhi,,, to the problems and solutions associated
with the availability of affordable housing in the state forfamilies who
are below the median income level and widely disseminate the results
ofsuch research to appropriate public and private audiences in the
state. Such research shall emphasize methods to improve the
planning, design, and production of rtirdahile housing, including, but
not limited to, the financial, maintenance, management, and
regulatory aspects ofresidential 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 rtircdhile housing
within their jurisdictions.
(c) Conduct special research i,. Lar,, to fire safety.
(d) Provide afocus for the teaching of new technology and skills i,. lrI,,ni
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 alrtirdchile 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 ofRepresentatives by January 1 of each year.
The annual report shall include information j iLa ,, to the activities
of the center, including collaborative efforts with public and private
entities, (attinrdbhle housing models, and any other findings and
recommendations related to the production ofsafe, decent, and
(ittird, hile housing.

This Annual Report has been prepared and submitted in response to and in accordance with
Section 1004.46(h), F.S.










2005 Annual Report of the Shimberg Center for Affordable Housing





CONTENTS




Section Page



AUTHORIZATION................................................................................................................................... iii
CONTENTS ....................................................................................................................................... iv
EXECUTIVE SUMMARY .................................................................................................................... v

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

TEACHING............................................................................................................................................... ..2
Undergraduate Courses........................................................................................2
Graduate Courses ............... ................... .................... ..........
Graduate Students .................................. ................................... 3

RESEARCH.......................................................................................................... 4
Florida Housing Data Clearinghouse........................................................................ 4
State of Florida's Housing........................................................................... ........
Tampa Community Outreach Office........................................ ............................... 5
University Area CDC Anti-crime Programming.............................................................6
Hillsborough County Consolidated Plan......................................................................6
Affordable Housing Task Force (Hillsborough County)....................................................7
NeighborWorks America Foreclosure Study...............................................................7
Hurricane Housing Work Group............................................................................. 8
Windstorm Damage Mitigation Training & Demonstration Centers......................................8
Energy Characteristics of New Homes in Florida..............................................................8
Various Projects................................................................................................. 9

SERVICE...........................................................................................................10
Dissemination...................................................................................................10

ADMINISTRATION.............................................................................................12
Financial...........................................................................................................12
Personnel..........................................................................................................13

APPENDIX A.....................................................................................................15
Affordable Housing ISSUES Newsletter...................................................................15
Technical Note Series.........................................................................................15
Research Reports................................. ..............................................................16









2005 Annual Report of the Shimberg Center for Affordable Housing


EXECUTIVE SUMMARY

During 2005 the Shimberg Center continued development of the Florida Housing Data
Clearinghouse, growth of the Tampa University Partnership initiative, and expansion of the
statewide network of regional Windstorm Damage Mitigation Training and Demonstration
Centers.


The greatest share of center's resources was directed to the ongoing development and expansion
of the Florida Housing Data Clearinghouse. The products of this effort are available on the
Internet at www.flhousingdata.shimberg.ufl.edu. Among the projects of Clearinghouse staff this
year were the preparation of the annual State ofFlorida's Housing report, expansion and
elaboration of the assisted housing inventory by the inclusion of affordable housing preservation
data, continued improvements to the Clearinghouse web site and housing data warehouse and
assistance to the Governor's Office and the Hurricane Housing Work Group in the aftermath of
the 2004 and 2005 storms.


Several activities are underway as a result of the University Partnership office in Tampa:
economic impact analysis of the Tampa Housing Authority's HOPE VI revitalization of Belmont
Heights Estates, phase 2 of the anti-crime program evaluation of the University Area Community
Development Corporation, and preparation of the US Department of Housing and Urban
Development's required Consolidated Plan for Hillsborough County.


The record-setting hurricane season of 2005 has produced much interest in the Windstorm
Damage Mitigation Training and Demonstration Centers. During 2005 the forth center was
completed in Broward County on the University of Florida's Ft. Lauderdale Research &
Education Center located in Davie, FL.


Courses offered by center staff continued to experience record enrollments as the popularity of
the residential track of courses continued to grow and the housing industry flourished.


Staffing during the year included nine professionals plus four graduate research assistants and
two doctoral students. Support for the staff came from the University ($256,755) plus a










2005 Annual Report of the Shimberg Center for Affordable Housing


combination from foundations, the Center's endowments, and contracted research. Total funded
research awarded to the Center in Fiscal 2005 was $1,056,445. University Foundation
endowment accounts will provide an additional $80,453. An important loss for the Shimberg
Center was the departure of Dr. Marc T. Smith in July 2005. Marc accepted a tenured faculty
position at the University of Wisconsin in Madison. A national search for his replacement began
in fall 2005.














INTRODUCTION


The 1988 legislative initiative that established the Shimberg Center for Affordable Housing envisioned a
multi-disciplinary organization capable of addressing a broad range of housing and community
development topics. In order to respond to this charge, the Shimberg Center has focused its effort in four
housing-related areas:


Housing Technology Since its establishment, the Center has examined various aspects for housing
technology. Two specific projects have contributed to this effort. The first was the design and
construction of a Building Products Test facility with funding from CertainTeed Corporation. This
facility is located on the campus of the University of Florida in the Energy Research & Education Park. It
is designed with twelve thermally isolated bays with different combinations of slab-on-grade and crawl
space foundations, wood framing and metal framing, and cathedral and flat ceilings. Sensors located
throughout the bays, the attic spaces, the wall interiors, and the roof layers provide a continuous flow of
performance characteristics. A separate weather station provides ambient conditions.


The second project has been in process since 1998 with funding provided by the Florida Department of
Financial Services. The goal was to produce a state wide network of regional Windstorm Damage
Mitigation Training & Demonstration Centers. The first regional center was built in St. Lucie County,
Florida, in 1999. Similar facilities are now located in Escambia (1999), St. John's (2001), and Broward
(2004) Counties. The goal is to have a facility located within a two-hour drive of any location in the state.
The outreach and educational programming that takes place at the centers is planned and coordinated by
the Florida Energy Extension Service. These regional centers will play a major role in breaking the cycle
of destruction and reconstruction that has been associated with Florida's hurricane season.


Florida Housing Data Clearinghouse The Clearinghouse maintains a database of statewide housing
supply and demand data. The database includes information from a variety of sources including Census
data, Florida property appraiser data, population and household demographic data from Florida's housing
needs assessment, U.S. department of Housing and Urban Development, U.S. Department of Agriculture
Rural Housing Service, and primary survey data collected by the Shimberg Center. In its Assisted
Housing Inventory the Clearinghouse has developed one of the most comprehensive inventories of state









2005 Annual Report of the Shimberg Center for Affordable Housing


level assisted housing in the nation. State and local officials, nonprofit housing agencies, and the private
market use these data for program planning and program evaluation. Specially developed data subsets
address the housing needs of special population groups: the elderly, farm workers, and persons with
disabilities. All reports that are produced and the data contained in the Florida Housing Data
Clearinghouse database are publicly available on the Internet at www.shimberg.ufl.edu and by selecting
the "Fla. Housing Data" link.


Teaching 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. Three
undergraduate courses currently comprise the specialization: Creating Affordable Housing, Housing
Transactions for Home Builders, and Project Planning & Feasibility. Over twenty undergraduates are
now completing requirements for the minor.


The purpose of this Annual Report is to describe the highlights of the teaching, research, and service
activities of the Shimberg Center for Affordable Housing during the past year. A separate section is
presented that describes the staff members of the Center and the funding for the Center.


TEACHING


Undergraduate Courses


Interest in the residential track of courses soared in 2004 as about thirty undergraduate building
construction students completed the three-course sequence. This number represents about one-quarter of
the graduates during the year. A number of other students took at least one of the courses as an elective,
as enrollments exceeded sixty students in two of the courses and thirty students in the third course. The
project planning and feasibility class attracts an interdisciplinary group with students from urban
planning, civil engineering, and real estate in addition to the building construction students.


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, generally a site provided by a local nonprofit









2005 Annual Report of the Shimberg Center for Affordable Housing


organization. The proposal includes sections on market analysis, site analysis, project programming,
schematic design, project cost estimate, and financial feasibility.
* 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
federal, state and local 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 has an appreciation for: non-technical factors
impacting housing costs, current information on the regulations that effect homebuilding, and the
alternative building systems available for use in residential construction. 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. The course attracts an interdisciplinary mix of students interested in housing.


In addition to the graduate-level course in Housing Policy and Finance, the faculty has teamed with
faculty from the Rinker School of Building Construction to 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









2005 Annual Report of the Shimberg Center for Affordable Housing


review of basic statistical methods that many of the graduate students will need in conducting their
research.

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 2004-2005 the Center faculty served on doctoral committees
in Interior Design, Sociology, Building Construction, Urban and Regional Planning, Political Science,
and Food and Resource Economics.


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 new and continuing research projects that were active during
2004-2005 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
national, state, and local sources.


In addition to collecting and developing housing data, the Clearinghouse is expanding its capacity to
collect, produce, and store this information for easy public access. Users can obtain data, produce reports,
and perform data analysis by going to the Clearinghouse website
(http://www.flhousingdata.shimberg.ufl.edu). 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, is available on the clearinghouse website along with a variety of other reports.









2005 Annual Report of the Shimberg Center for Affordable Housing


Fiscal Year 2005-2006 is the fifth year of a five-year development schedule led by the Shimberg Center.
The FY2005-2006 state contract is $251,725, 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 assisted housing data.
State of Florida's Housing
The Shimberg Center produced the fifth annual report titled The State of Florida's Housing, 2004. The report is a
compendium of facts on Florida's housing. Faculty from Florida State University made major

contributions to the production of the report. The data highlight the tremendous diversity in

housing characteristics across the state, particularly between the 35 urban counties and the 32

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.
Tampa Community Outreach Office
The Tampa Community Outreach Office, located in West Tampa in a facility owned by the Tampa
Housing Authority, is a collaborative effort of the Institute of Shimberg Center for Affordable Housing,
University of Florida and the School of Social Work, University of South Florida. The goal of the
Outreach Office is to house community development efforts of the universities in a single location to
provide a coordinated outreach function building on the strengths of each university.









2005 Annual Report of the Shimberg Center for Affordable Housing


Funding support for this initiative has been received from the Bank of America Foundation. The
Shimberg Center is participating in three current projects that have resulted from the Tampa office.
University Area CDC Anti-crime Programming The Shimberg Center for Affordable Housing
provided the following services for Year 2 of the UA-CDC's Anti-Crime programming project (fiscal
year 2005-06):
Host and continue to expand University Area database including information on previously
implemented or current anti-crime efforts, baseline data for the UA-CDC target area, population
demographics (age, gender, ethnicity, etc.), employment and income levels, population density,
and zoning and land use analysis. The Shimberg Center will incorporate data on crime rates,
social organization, and asset mapping supplied by the University of South Florida (USF) into the
hosted database.
Implement University Area Community Participation forums. Continue documentation and
evaluation of UA-CDC's program implementation efforts including tracking and analysis of all
program activities and communications, tracking of the program planning process, tracking the
number of events and number of participants, and tracking measurable improvement in
employment, income, and stable housing levels.
Continue assessment of housing data, including house value, vacancies, homeownership rate,
housing turnover, housing condition, and household characteristics. Housing characteristics will
include single family and multifamily unit data, as well as information on building permits, code
enforcement, and other aspects of change.
Update baseline housing data provided in Year 1 related to supply of subsidized housing in the
UA-CDC target area.
Develop methodology for examining the condition of the housing stock in the UA-CDC target
area-an area for which few data are available. The methodology will compare units by age,
value and size distributions as an indicator of the need to substantially rehabilitate or demolish
units. Conduct baseline housing condition survey.
Hillsborough County Consolidated Plan The Shimberg Center will performed all required
calculations and wrote all narrative in preparation for producing the Hillsborough County Consolidated
Plan for the US Dept. of HUD. The UF team will worked regularly with a Hillsborough County
Consolidated Plan Working Group as well as with Hillsborough County staff, Hillsborough County
Affordable Housing Task Force, the Tampa Housing Authority, and the Hillsborough County Housing
Authority to determined public housing needs and develop a public housing strategy.









2005 Annual Report of the Shimberg Center for Affordable Housing


The Housing Needs Assessment included information on homeless, special needs, general
housing needs, and lead-based paint issues.
The Housing Market Analysis included information on public housing, homeless, special needs,
and barriers to affordable housing, as well as more general information.
Priority homeless needs were developed in consultation with the Hillsborough County
Consolidated Plan Working Group, as well as with homeless assistance providers, homeless
persons, and other concerned citizens.
A Homeless Strategic Plan was developed in consultation with Hillsborough County government
officials following identification of priority homeless needs.
Antipoverty Strategy was developed through various outreach efforts with diverse groups of
service providers, business persons, and citizens in Hillsborough County.
The UF team addressed the issue of Low Income Housing Tax Credit Coordination through
consultation with local government officials and members of the development community (both
for-profit and nonprofit developers, bankers, tax credit syndicators, and other professionals
involved with tax credit development efforts in the Hillsborough County area).
Priority and supportive housing needs of persons who are not homeless, but that require
supportive housing were documented.
A narrative segment was prepared on hurricane recovery issues, including recommendations for
minimum building code requirements, recommendations on green building design and
sustainability, and material related to the potential for land trusts to contribute to Hillsborough
County's success in dealing with affordable housing need.
Affordable Housing Task Force (Hillsborough County) The Shimberg Center is providing technical
assistance to Hillsborough County's Affordable Housing Task Force in cooperation with its partner, the
Jim Walter Partnership Center at the University of South Florida. The two universities will also be
responsible for producing a report presenting the task force's recommendations.
NeighborWorks America Foreclosure Study The Shimberg Center for Affordable Housing is
evaluating foreclosure patterns among Florida's NeighborWorks America (formerly Neighborhood
Reinvestment Corporation) affiliates. This work focuses on housing counseling and other training and its
impact on foreclosure among low- to moderate-income homebuyers. The results of this study will provide
the centerpiece for a statewide workshop sponsored by several major financial institutions to be held in
Orlando in March 2006.









2005 Annual Report of the Shimberg Center for Affordable Housing


Hurricane Housing Work Group The following are excerpts from: Recommendations to Assist in
Florida's Long Term Housing Recovery Efforts, February 2005:
"Even with the housing assistance committed by federal and state agencies, Governor Bush and
others were concerned that resources available to assist lower income Floridians would not be
sufficient for long-term recovery efforts. On November 10, 2004, the Governor signed Executive
Order 04-240, creating the Hurricane Housing Work Group and appointing Lt. Governor Toni
Jennings to chair the group. The Hurricane Housing Work Group's mission has been to assess
long-term housing recovery needs and make recommendations on the best use of one-time state
and federal dollars to address these concerns..."

"After the Work Group was created, one of its first steps was to determine what information was
available to provide perspective on the amount of housing damage from the hurricanes. It was
equally important to relate the damage information to other characteristics of the affected
households. The Shimberg Center for Affordable Housing in collaboration with Florida Housing
began working with FEMA, and later the SBA, to obtain housing data collected by these federal
agencies. FEMA and SBA were generous with their time and very cooperative as the Shimberg
Center compiled FEMA's raw data for use by the Work Group, although sharing and processing
SBA data proved to be unworkable within the Work Group's time constraints. Along the way, the
three organizations spent much time discussing the data parameters to make sure that the
Shimberg Center and Work Group would understand the initially unfamiliar, complex dataset,
which contains millions of pieces of information."
Windstorm Damage Mitigation Training & Demonstration Centers
During 2005 construction was completed on the Broward County Windstorm Damage Mitigation
Training & Demonstration Center. 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 construction 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. Once
completed, the Department of Financial Services turns the building over to the county in which it is built
with the county's agreement to operate and maintain the building. The only stipulation is that the county
utilize the facility primarily for training and outreach activities that will improve the wind resistance of
both existing and newly constructed homes.
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 five 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 periodic reports illustrate changes over time as well as by major climatic region
of the state. The most recent report is dated November 2003 and is titled Energy-related C hii,, ,, s, s









2005 Annual Report of the Shimberg Center for Affordable Housing


ofMulti-family Housing Construction in Florida 2003. This and other publications of the Center are
available on the Internet at www.shimberg.ufl.edu.


Various Projects
Lifeline Household Estimation Project At the request of the University of Florida's Public Utilities
Research Center, the Shimberg Center for Affordable Housing produced estimates of low-income
households eligible for assistance with the cost of local telephone service through the federal Lifeline
program. These estimates involved use of the Center's time-tested methods for producing demographic
estimations, as well as extensive work with an array of social program data from diverse sources. The
policy analysis resulting from this study will be used by the Governor's Office, the Florida Legislature,
the Public Service Commission, and telephone service providers to improve program outreach and
management in Florida.
Housing Partnership of Northeast Florida Needs Analysis The Shimberg Center for Affordable
Housing produced a housing needs analysis for the metropolitan Jacksonville area at the request of the
Housing Partnership of Northeast Florida. The needs analysis will be used to help this nonprofit
organization strategically manage its efforts in providing housing assistance to low- and moderate-income
households in the Jacksonville area.
FEMA data processing The Shimberg Center is again, in the aftermath of the 2005 storms Dennis
and Wilma, processing FEMA data for use by Florida Housing Finance Corporation and the Governor's
Office.
A Comparison of State Housing Locator Web Sites A number of states have developed rental
housing locators that allow online searches for affordable housing units. These sites range from bare-
bones databases of state-financed developments to elaborate sites with multiple search criteria, extensive
information about accessibility for persons with disabilities, current vacancy information, and links to
local service agencies. The Florida Housing Finance Corporation engaged the Shimberg Center for
Affordable Housing to review housing locator sites in preparation for development of a locator site for
Florida. Florida Housing has a particular interest in providing information about affordable, accessible
housing for persons with disabilities.
A Demographic Profile of Extremely Low Income Renter Households in Florida January 2006 -
The Policy Unit of Florida Housing Finance Corporation working with specially prepared data from the
Shimberg Center developed a profile of extremely low income renters in Florida. From the Report's
Introduction "In an effort to gain a better understanding of Florida's extremely low income (ELI) renter









2005 Annual Report of the Shimberg Center for Affordable Housing


households, Florida Housing Finance Corporation has completed a preliminary demographic profile of
this population. Using a special cross tabulation of the 2004 American Community Survey (ACS)
prepared by the Shimberg Center, Florida Housing isolated and examined the population of ELI renter
households. This profile examines the age, size of household, prevalence of self-reported disabilities,
types of income and housing cost burden among ELI renter households.
First Time Homebuyer Program Florida Housing Finance Corporation engaged the Shimberg Center
to assist in an evaluation of Florida Housing's First Time Homebuyer Program relative to market share
and target households using Florida Association of Realtors sale price data, Florida Housing's program
information and Shimberg Center estimates of the prospective customer base.
Housing Needs and Household Characteristics of Persons with Disabilities in Florida: An Analysis
of Census 2000 Data The Shimberg Center for Affordable Housing at University of Florida developed
this report with support from the Real Choice Partnership Project, a program of the Governor's Working
Group on the Americans with Disabilities Act. The Real Choice Partnership and other coalitions of public
agencies and service providers have expressed a need for concrete statewide, county, and local data to
facilitate planning for housing assistance to low-income persons with disabilities.


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.


Dissemination

Volume XIII of the Center's bi-monthly newsletter titled, Affordable Housing ISSUES, included the
following topics:
December 2004- Florida's Public Housing Authorities
February 2005 Building Green Buildings
April 2005 Individual Development Accounts
June 2005 State of Florida's Housing 2004
August 2005 Workforce Housing









2005 Annual Report of the Shimberg Center for Affordable Housing


October 2005- Employer Assisted Housing

All newsletters, annual reports, and technical reports are available publicly on the Internet at the Center's
web site at http://www.shimberg.ufl.edu by clicking on "Publications" on the home page.


The following reports were produced by the Center during 2005 and are available in the Internet at
http://www.flhousingdata.shimberg.ufl.edu by clicking on "Publications" shown at the top of the page.

The State of Florida's Housing, 2004, Douglas White, et al.

A Comparison of State Housing Locator Web Sites, Anne L. Ray, Ginger Battista.

A Demographic Profile of Extremely Low Income Renter Households in Florida, Anne L. Ray,
Diep Nguyen, Marta Stambi, Douglas White, et al.


The members of the Shimberg Center team also are called upon to participate in various planning
meetings, work shops, and conferences throughout the year such as:

"The Need for Affordable Housing", Public Policy Institute of Marion County

"Housing Affordability in Florida", Florida Senate Community Affairs Committee

"Reducing Residential Windstorm Damage", Florida Hurricane Insurance Industry Task Force

"Workforce Housing Need", Tampa Bay Regional Planning Council

"Hurricane-proof Your House", WTVT, FOX13, Tampa, Your Turn,

"Adapting Florida's Affordable Housing Needs Assessment Methodology to Developing
Countries: The Case of Brazil", Urban Research Symposium, Brasilia, Brazil

"The Need for Affordable Housing, An Overview", Hillsborough County, Tampa

"The Need for Affordable Housing, An Overview", Charlotte County Port Charlotte

"Assisted Housing Inventory, Preservation Data", Affordable Housing Study Commission

"Preserving Mobile Home Parks", Florida Housing Coalition Annual State Conference

"The Need for Affordable Housing, An Overview", St. Lucie County

"Performance and Accountability in an Era of New Governance: Evidence from the Low Income
Housing Tax Credit Program", American Society for Public Administration, 66th National
Conference, Milwaukee, WI.










2005 Annual Report of the Shimberg Center for Affordable Housing


"The Use of Housing Choice Vouchers in Low Income Housing Tax Credit Developments",
American Real Estate and Urban Economics Association, Mid-Year Conference, Washington,
DC.

"State Tax Expenditures for Low-Income Housing: Who Benefits?", Association for Budgeting
and Financial Management, 17th Annual Conference, Washington, DC.

"Goal Setting and Performance Benchmarks", Statewide Workshop for Enterprise Zone
Coordinators, Governor's Office of Tourism, Trade, and Economic Development, Tampa, FL.

"Affordable Housing in Southeast Florida", South Florida Sun-Sentinel Workshop for Journalists,
Ft. Lauderdale, FL..


In addition to these formal presentations and publications, the Shimberg Center personnel respond to
telephone and e-mail inquiries received on a daily basis from a broad range of audiences ranging from
newspaper and television reporters, to local government offices, to private sector organizations interested
in serving the needs of Florida's growing population.



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 2004, the
Shimberg Center for Affordable Housing received $256,755 for salaries & benefits, for other expenses,
and other personnel services funds from the University of Florida. The distribution of these funds by
expense category for FY 2000 through FY 2006 is shown below.


Total $262,020 $248,715 $253,175 $255,684 $260.044 $268,790 $256,755
Expense category
Salaries & benefits 81% 81% 87% 91% 92%% 92% 91%
Other personnel 11% 10% 10% 2% 2% 2% 3%

Other expenses 7% 6% 3% 6% 6% 6% 6%
Operating capital 1% 1% -
outlay
Unexpended 2% -









2005 Annual Report of the Shimberg Center for Affordable Housing


The annual estimated earnings from the endowments that are administered by the University of Florida
Foundation for the Shimberg Center provide another $74,068 for the support of faculty and graduate
research assistants plus approximately $6,385 per year for discretionary uses. The Center's two
endowments 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 CY 2005 the total
contract and grant awards received from state and federal agencies, from private corporations, and from
foundations came to $1,056,445. Combining CY 2005 funded research with the FY 2005 University and
UF Foundation funding shows that the Center leverages the state funds by about a 4.4:1 ratio.
Personnel
Dr. Robert C. Stroh, Sr. continues to serve as director of the Center. Dr. Marc T. Smith resigned in July
2005 and accepted a tenured position at the University of Wisconsin Madison. Also in July, Dr. Stroh
stepped down as associate dean for research in the College of Design, Construction and Planning and
returned on a full-time basis to his role as director of the Shimberg Center. Office administration and
secretarial support are provided by Ms. Linda Stanley.


Mr. William O'Dell was designated as assistant director of the Shimberg Center for Housing Data
Systems. 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 is the principal programmer for Clearinghouse
database development.


Ms. Anne Lockwood Williamson was named assistant director of the Shimberg Center for Housing
Policy & Programs. She has assumed responsibility for the projects that were being managed by Dr.
Marc Smith.


The Shimberg Center also supported three doctoral students as well as three master's degree students.










2005 Annual Report of the Shimberg Center for Affordable Housing


APPENDIX A

List of Publications


Affordable Housing ISSUES Newsletter

2005
Oct Employer Assisted Housing
Aug Workforce Housing
Jun State if Florida's Housing 2004
Apr Individual Development Accounts
Feb Building Green Buildings
2004
Dec Florida's Public Housing Authorities
Oct Manufactured Housing & Hurricanes
Aug Impact of Construction & Real Estate on
Florida's Economy Update for 2004
Jun Pressure Treated Lumber
Apr Low-Impact Development
Feb Measuring Housing Affordability in Florida
2003
Dec Smart Growth Principles
Oct New Office Location
Aug Florida's Single-family Housing Supply
Jun Impact of Construction & Real Estate on
Florida's Economy
Apr Predatory Lending
Feb Top Ten State & Local Strategies to
Increase Affordable Housing Supply
2002
Dec Measuring Sprawl & Its Impact
Oct Mold
Aug The State of Florida's Housing, 2002
Jun Local Economic Contribution of Home
Building
Apr Exemption from Ad Valorem Taxation for
Affordable Housing
Feb Assessing Outcomes
2001
Dec Community Land Trust
2000
Oct 13th Annual Statewide Housing Conf.
Aug Three HUD Housing Programs
Jun The State of Florida's Housing, 2000
Apr Social Benefit & Cost of Homeownership
Feb Rehabilitation Subcode
1999
Dec Design Matters in Affordable Housing
Oct Rental Property Management
Aug Rental Housing Affordability Gap
Jun HUD Community Builder Program
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
Oct
Aug
Jun
Apr
Feb


Estimating Affordable Housing Need
Resident Economic Development Initiative
Rural Development Strategic Plan
Shimberg Center Home Page
1996 Summer Housing Institute
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










2005 Annual Report of the Shimberg Center for Affordable Housing


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


Technical Note Series
#03-5 Energy Related Characteristics of Multi-family Housing Construction in Florida 2003
#03-4 Impact of Real Estate on the Alachua County Economy
#03-3 Energy Related Characteristics of New Home Construction 2003
#03-2 Public Housing Authorities: An Analysis of Practices & Resources for Serving Disabled Persons
#03-1 Impact of Real Estate on the Florida Economy Update for 2003
#02-2 Impact of Real Estate on the Florida Economy Update for 2002
#02-1 Energy-Related Characteristics of New Home Construction in Florida (Revised)
#01-4 County Locations of Frail, Low-income Older Persons in Need of Affordable Assisted Living in Florida
#01-2 The Low-Income Housing Tax Credit & Multi-family Bond Financing: A Comparison of State-level
Allocation Policies
#01-1 Inclusionary Housing A Discussion of Policy Issues
#00-2 Alternative Residential Building Systems Second Edition
#00-1 Affordable Housing in Florida, 1999
#99-1 Migrant Farmworker Housing Needs Assessment Methodology
#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... /t,...- 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










2005 Annual Report of the Shimberg Center for Affordable Housing


#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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