• TABLE OF CONTENTS
HIDE
 Title Page
 Cover story
 Authorization
 Table of Contents
 Executive summary
 Introduction
 Research
 Teaching
 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/UF00087014/00010
 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: 2006
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Bibliographic ID: UF00087014
Volume ID: VID00010
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 1
    Cover story
        Page 2
    Authorization
        Page 3
    Table of Contents
        Page 4
    Executive summary
        Page 5
    Introduction
        Page 6
    Research
        Page 6
        Page 7
        Page 8
        Page 9
        Page 10
        Page 11
    Teaching
        Page 12
        Page 13
    Service
        Page 14
        Page 15
    Administration
        Page 16
        Page 17
    Appendix
        Page 18
        Page 19
        Page 20
Full Text










ANNUAL REPORT

of the

SHIMBERG CENTER FOR AFFORDABLE HOUSING


December 2006


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



















Cover Story


In May 2006, the Shimberg Center for Affordable Housing presented its final report, Belmont Heights
Estates Economic Impact Analysis, to the Board of Directors of the Housing Authority of the City of
Tampa (THA). This report represented extensive collaboration between the Shimberg Center and its
partner, the Jim Walter Partnership Center at the University of South Florida; together, the two university
centers operate as the University Partnership for Community and Economic Development in the Tampa
Bay area.

Belmont Heights Estates is the result of a public-private partnership between THA and Michaels
Development Company, a for-profit development firm. Together, the partners redeveloped two severely
distressed public housing complexes, College Hills Homes and Ponce de Leon Courts, using federal
HOPE VI funds, other state and local resources, and significant private sector investment. Redevelopment
included demolition of barracks-style housing built between 1940 and 1952 and construction of new,
energy-efficient and attractive units that have won numerous awards for both design and excellence in
project management and innovation.

The aim of HOPE VI is to create vibrant neighborhoods that include households at various income levels,
thereby deconcentrating poverty. Belmont Heights Estates is made up of public housing units, Low
Income Housing Tax Credit units, and market-rate units. It will also include opportunities for
homeownership in the near future.

The study of the economic impact of the Belmont Heights Estates redevelopment effort revealed multiple
positive impacts, including:

The redevelopment was successful in deconcentrating poverty on the public housing site. Median
household incomes at Belmont Heights Estates are 78% higher than for the distressed College
Hill Homes and Ponce de Leon Courts complexes.
Median home sale prices in the neighborhood surrounding Belmont Heights Estates rose by
123% from 1995 to 2003, while prices increase by 84% in the Tampa Bay Metropolitan Area
during the same period.
The number of occupational licenses issued in the Belmont Heights Estates area rose from 12 in
1996 to 199 in 2003, an increase of 1,558%.
Serious crimes (known as Part I crimes, which includes murder, robbery, aggravated assault,
burglary, auto theft, and larceny) as reported by the City of Tampa Police Department fell by
48% between 1999 and 2005 in the Belmont Heights area. This compares with a decrease of 30%
for the City of Tampa as a whole.

The award-winning Belmont Heights Estates has provided a national example of excellence in recreating a
healthy community in what had become an economically distressed and crime-ridden neighborhood. In
addition, the Belmont Heights Estates Economic Impact Analysis report has been submitted by THA to the
Secretary of the U. S. Department of Housing and Urban Development as an example of how HOPE VI
and other redevelopment efforts should be analyzed and documented so that future efforts can benefit from
past experience.














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' .;.1/..
Housing shall:

(a) Conduct research ili,, i 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 rttrdachle 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 tlrcliru hle housing
within their jurisdictions.
(c) Conduct special research i,. i,,lr1 to fire safety.
(d) Provide afocus for the teaching of new technology and skills i,. ili,,i
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 alttirdahle 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 ,. i,11 o- to the activities
of the center, including collaborative efforts with public and private
entities, (lttlnrdhble housing models, and any other findings and
recommendations related to the production ofsafe, decent, and
(attirdhhble housing.

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















CONTENTS



Section Page

Cover Story 2
Authorization 3

EXECUTIVE SUMMARY ................................................. ......... 5

INTRODUCTION ................................ .... .......................... ......... 6

R ESEA R CH .......... ............................ ................................... 6
Housing Technology ............... .. ..... ............. ............. ......... 6
Florida Housing Data Clearinghouse............ ............................ 7
Housing Policy & Programs ............ ........................................ 9
Descriptions of Various Projects........... ..................... ................. 10
Energy Characteristics of New Homes.................................... 10
Hillsborough County Affordable Housing Task Force.................... 10
University Area CDC Anti-Crime Programming............ ............ 10
Belmont Heights Estates Economic Impact Analysis......... .......... 11
Hillsborough County Consolidated Plan.................................. 11
First-Time Homebuyer Program ............ ....................... 11
Preserving Affordable Housing............ ............................ 11
Energy Conservation ............................ ..... ........ ............. 11
West Florida Affordable Housing............ .......................... 11

TEACHING .................................. ........ ................. .......... ........ 12
Project Planning & Feasibility......................................... ............. 12
Creating Affordable Housing............ ......................... ............ 12
Housing Transactions for Homebuilders................................. .......... 12
Housing Economic & Policy ........... .. ................. ......................... 13

SERVICE.................................................................. ......... 14
D issem ination.................................. ........ ........... 14

ADM INISTRATION ..................................................... 16
Financial ................... ................................... .. ......... 16
Personnel ......................................... .................. .... ......... 16

APPENDIX A: Publications ............ .................. ............................ 18













EXECUTIVE SUMMARY


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 administrative section is presented that describes the staff members of the Center and
the funding for the Center. An Appendix is included listing the various publications that have
been produced by the Center.


The Shimberg Center for Affordable Housing at the University of Florida had a very active
2006. The Center entered into a new contract with the Florida Housing Finance Corporation to
continue to maintain and enhance the utility of the Florida Housing Data Clearinghouse. The
Office of Economic and Demographic Research of the Florida Legislature selected the Center to
lead a team of economists from the University of Florida and Florida State University in an
assessment of the economic impact of Florida's Save Our Homes Constitutional Amendment.
A third major area of activity from 2006 has been the Center's lead role in developing a home
structure rating system under a contract from the Florida Office of Insurance Regulation.
Finally, the Center completed a major effort involving the development and presentation of the
HUD Consolidated Plan for Hillborough County.


The record-setting hurricane season of 2005 produced much interest in completion of the state-
wide network of regional Windstorm Damage Mitigation Training and Demonstration Centers
that was begun in 1998. The fourth center was completed in Broward County on the University
of Florida's Ft. Lauderdale Research & Education Center located in Davie, Florida. These
training and demonstration centers represent the infrastructure for reaching out to Florida's home
owners about ways for protecting their home from hurricane damage, reducing the risk of storm-
related property damage, and ultimately reducing property insurance costs.


The Center operated with a staff of thirteen in 2006 including four students pursuing doctoral
degrees. Support for the staff came from the University ($280,815) plus a combination from
foundations, the Center's endowments, and contracted research for a total operating budget of
$1,530,940. Dr. Robert C. Stroh, Sr., continues serving as director of the Shimberg Center with
Anne R. Williamson and William J. O'Dell serving as associate directors.












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, Florida Housing Data Clearinghouse, Housing Policy &
Programs, and Teaching.


RESEARCH


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 climatic conditions.


The second project has been in process since 1998 with funding provided by the Florida Department of
Financial Services. The goal is to produce a state-wide network of six 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 (2002), and Broward
(2005) 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.


In 2006 the Shimberg Center teamed with the College of Engineering and the Program for Resource
Efficient Communities in the Institute for Food and Agricultural Sciences to develop a program for
producing a Home Structure Rating System that can be used state wide. This work was funded by a












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, Florida Housing Data Clearinghouse, Housing Policy &
Programs, and Teaching.


RESEARCH


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 climatic conditions.


The second project has been in process since 1998 with funding provided by the Florida Department of
Financial Services. The goal is to produce a state-wide network of six 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 (2002), and Broward
(2005) 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.


In 2006 the Shimberg Center teamed with the College of Engineering and the Program for Resource
Efficient Communities in the Institute for Food and Agricultural Sciences to develop a program for
producing a Home Structure Rating System that can be used state wide. This work was funded by a












contract from the Florida Office of Insurance Regulation. The Home Structure Rating System uses the
features of existing homes collected during a visual inspection of the homes by a certified inspector to
rate the storm worthiness of the structure, to identify the most beneficial retrofit measures for the home, to
provide a cost estimate of the recommended improvements, and to estimate the potential property
insurance premium savings that may be realized.


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 obtain data, produce reports,
and perform 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 by
the Clearinghouse 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.


The Clearinghouse successfully completed the fifth year of its original 5-year startup plan. As part of the
completion of that 5-year plan and in anticipation of a second 5-year funding proposal to our contract
manager, Florida Housing Finance Corporation, we underwent an intensive self-evaluation. The
evaluation included a number of interviews with stakeholders and clients as well as several similar
organizations throughout the U.S. At mid-year we were refunded by Florida Housing and have entered
our sixth year of operation.


The Clearinghouse has been actively involved in the state's burgeoning interest in the preservation of its
affordable housing inventory. The Clearinghouse has made extensive preservation-related additions to
the general inventory of assisted housing; worked closely with the Governor's Affordable Housing Task
Force in it's 2-year study of the preservation issue in Florida; was one of two case study partners in a












National Low Income Housing Coalition (MacArthur Foundation-funded) investigation into development
of a national preservation catalog; and with Florida Housing as a partner received a $172,000 grant from
the MacArthur Foundation to continue expanding capacity in the Clearinghouse to deliver useful
information for this extremely important affordable housing policy initiative.



Fiscal Year 2005-2006 is the sixth year of operation. The Clearinghouse has begun a second, five-year
development schedule led by the Shimberg Center. The FY2006-2007 state contract is $326,000, using
monies from the State Housing Trust Fund, plus another $100,000 contributed by the Shimberg Center
from its own resources. In addition, the Clearinghouse received a contract from the Department of
Community Affairs for work in West Florida (Sustainable Emerald Coast) and a contract from Progress
Energy to provide information for use in an energy conservation project. The Clearinghouse in
partnership with the Florida Housing Finance Corporation also successfully pursued funding from the
MacArthur Foundation for work in preservation of the state's affordable housing stock. And, we were
recently notified of a gift from the Wachovia Foundation to design, test, and refine a flexible spatial
model that will identify and assess the suitability of sites for affordable housing development and
preservation. We were joined in the submission of this successful proposal to the Wachovia Foundation
by two faculty members in the Department of Urban and Regional Planning, Kristin Larsen and Ilir
Bejleri; we look forward to this partnership.


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.












Housing Policy & Programs
The Center offers research and services related to housing policy and programs to federal, state, and local
government, as well as nonprofit organizations. The Center has been particularly active in the Tampa Bay
area, owing to its outreach efforts as part of the University Partnership for Community and Economic
Development. The University Partnership for Community and Economic Development is a joint initiative
of the Shimberg Center for Affordable Housing at the University of Florida and the Jim Walter
Partnership Center at the University of South Florida. The University Partnership brings to bear the
resources of a state land grant institution with the community linkages of a metropolitan academic
institution. The Center also continues to seek opportunities to serve elsewhere within the state.


The Shimberg Center provided extensive technical support to the Hillsborough County Affordable
Housing Task Force during calendar year 2006. This support was provided as part of the University
Partnership for Community and Economic Development. The Center provided extensive data and policy
analysis to support the Task Force's decision making efforts; the efforts culminated in a written report,
Attainable Housing for Hillsborough County's Growing Economy, which was prepared by the Shimberg
Center on behalf of the Hillsborough County Affordable Housing Task Force. The Center also provided
expertise in the design of an affordable housing conference offered by Hillsborough County in October
2006.


The Shimberg Center for Affordable Housing began its third year of service to the University Area
Community Development Corporation in July 2006. These services will extend through June 2007, and
primarily focus on exploring the linkages between crime and housing condition. The project includes an
extensive effort to survey the condition of housing within the target neighborhood on a parcel-by-parcel
basis. This survey will provide information that will be useful for years to come in planning
redevelopment efforts and in advocating for resources necessary to accomplish redevelopment and
revitalization in this severely distressed area of North Tampa.


The Shimberg Center performed data and program analysis, provided community participation services,
and wrote the narrative for Hillsborough County's Consolidated Plan in 2006. The Consolidated Plan is
required by the U. S. Department of Housing and Urban Development every five years for jurisdictions
receiving funding through the Community Development Block Grant, HOME, and other federal funds.
Preparation of the Consolidated Plan required extensive collaboration not only with Hillsborough County












government, but with numerous stakeholders such as the Tampa Housing Authority, the Hillsborough
County Housing Authority, the Plant City Housing Authority, and numerous nonprofit groups that serve
low- and moderate-income households in Hillsborough County.


Descriptions of Various Projects


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 Characteristics ofMulti-family Housing Construction
in Florida 2003. This and other publications of the Center are available on the Internet at
www.shimber .ufl.edu.
Hillsborough County Affordable Housing Task Force The Shimberg Center provided extensive
technical support to the Hillsborough County Affordable Housing Task Force during calendar year 2006.
This support was provided as part of the University Partnership for Community and Economic
Development. The Center provided extensive data and policy analysis to support the Task Force's
decision making efforts; the efforts culminated in a written report, Attainable Housing for Hillsborough
County's Growing Economy, which was prepared by the Shimberg Center on behalf of the Hillsborough
County Affordable Housing Task Force. The Center also provided expertise in the design of an affordable
housing conference offered by Hillsborough County in October 2006.


University Area Community Development Corporation Anti-Crime Programming The Shimberg
Center for Affordable Housing began its third year of service to the University Area Community
Development Corporation in July 2006. These services will extend through June 2007, and primarily
focus on exploring the linkages between crimes and housing condition. The project includes an extensive
effort to survey the condition of housing within the target neighborhood on a parcel-by-parcel basis. This
survey will provide information that will be useful for years to come in planning redevelopment efforts
and in advocating for resources necessary to accomplish redevelopment and revitalization in this severely
distressed area of North Tampa.












Belmont Heights Estates Economic Impact Analysis The Belmont Heights Estates Economic Impact
Analysis is featured as the Cover Story for this Annual Report. Please see the Cover Story for more
details.
Hillsborough County Consolidated Plan The Shimberg Center performed data and program analysis,
provided community participation services, and wrote the narrative for Hillsborough County's
Consolidated Plan in 2006. The Consolidated Plan is required by the U. S. Department of Housing and
Urban Development every five years for jurisdictions receiving funding through the Community
Development Block Grant, HOME, and other federal funds. Preparation of the Consolidated Plan required
extensive collaboration not only with Hillsborough County government, but with numerous stakeholders
such as the Tampa Housing Authority, the Hillsborough County Housing Authority, the Plant City
Housing Authority, and numerous nonprofit groups that serve low- and moderate-income households in
Hillsborough County.
First Time Homebuyer Program the Center continues to provide assistance to Florida Housing
Finance Corporation in evaluating it's First Time Homebuyer Program relative to market share and target
households.
Preserving Affordable Housing The Center in partnership with the Florida Housing Finance
Corporation will convene a national meeting of organizations already engaged in collecting housing
preservation data and develop and implement a preservation-related data collection project in the state of
Florida. The objective of organizing the meeting and conducting the data collection and analysis is to
identify the information needs for housing policy and program development professionals and to create a
data infrastructure that other states can implement for the preservation of the affordable rental housing.
Energy Conservation the Center is providing data to assist Progress Energy in a neighborhood-based
energy conservation project.
West Florida Affordable Housing Four military bases in west Florida, including Eglin Air Force Base
in Okaloosa County, will be expanded to accommodate the transfer of activities from bases slated for
closure in other parts of the country. These expansions will result in an increase in population in these
counties, which in turn will affect housing demand. The purpose of this project is to provide data and
information about the impact of those military base expansions to support the activities of the
Commission for a Sustainable Emerald Coast. The project will focus on the impact of these expansions on
the supply of housing, particularly the supply of housing affordable to lower income households.














TEACHING


A formal "residential track" within the construction management curriculum of the M. E. Rinker, Sr.
School of Building Construction was approved by the faculty 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. One graduate-level course focusing
on housing economics and housing policy in the United States is also offered by the Shimberg Center
faculty.


Interest in the residential track of courses fallen off in 2006 because of the slow-down in the home
building market. Only six students listed themselves as being enrolled in the Residential Tract. This
number represents about one-tenth of the graduates each semester. A number of other undergraduate
students and some graduate students took at least one of the courses as an elective. The project planning
and feasibility class attracts an interdisciplinary group with students from such programs as 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
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.

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














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 2005-Crcating Affordable Housing Demand
February 2006 Preservation of Affordable Housing Stock
April 2006 -Impact of Construction & Real Estate on Florida's Economy -2005 Update
June 2006 Hurricane Resistant Homes
August 2006 The Shimberg Center for Affordable Housing
October 2006- Florida's Commitment to Preservation of Affordable 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 members of the Shimberg Center team also are called upon to participate in various planning
meetings, workshops, and conferences throughout the year such as:
Growth and Housing Affordability, Jacksonville Times-Union Workshop for Journalists,
Jacksonville, FL, February 28, 2006.
Florida's Affordable Housing Needs Assessment, American Planning Association Annual
Conference, San Antonio, TX, April 2006.
Inclusionary Zoning: Pros and Cons (moderator), Hillsborough County Hot Topics In Housing
Conference, Tampa, FL, October 27, 2006.
"Windstorm Damage Mitigation", Jan 2006, Pinellas County Gator Club,
"Windstorm Damage Mitigation", April 2006, Central Florida Gator Club
State of Affordable Housing Forum, May 2006, Gainesville Eastside Community Center
"Workforce Housing: Is there any?" Leesburg Daily Commercial Forum, June 2006
"Central Florida Housing Situation" Leesburg Daily Commercial Forum, June 2006
Tri-state Affordable Housing Conference, Tallahassee, FL, June 2006, "Affordable
Housing Models"












Lake County Planner's Forum, Mount Dora, FL, August 2006, "Affordable/Workforce
Housing"
Fortify Florida Expo, Boca Raton, FL, October 2006, "Hurricane Resistant Homes"

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) university funds, 2)
endowment earnings, and 3) contracts and grants. During the fiscal year ending 30 June 2004, the
Shimberg Center for Affordable Housing received $280,815 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 2002 through FY 2007 is shown below.



Total $253,175 $255,684 $260.044 $268,790 $256,755 $280,815
Expense category
Salaries & benefits 87% 91% 92%% 92% 91% 92%
Other personnel 10% 2% 2% 2% 3% 2%

Other expenses 3% 6% 6% 6% 6% 6%


The annual estimated earnings from the endowments that are administered by the University of Florida
Foundation for the Shimberg Center provide another $96,988 for the support of faculty and graduate
research assistants plus approximately $12,890 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 2006 the total
contract and grant awards received from state and federal agencies, from private corporations, and from
foundations came to $1,530,940. Combining CY 2006 funded research with the FY 2006 University and
UF Foundation funding shows that the Center leverages the state funds by about a 5.8:1 ratio.
Personnel

Dr. Robert C. Stroh, Sr. continues to serve as director of the Center. During 2006 Ms. Anne R.
Williamson joined the Shimberg Center as the Associate Director. Anne's background and expertise lies
in housing policy and programs. Also during 2006, Mr. William O'Dell was also appointed as an
Associate Director of the Center with responsibility for the development and application of the Florida












Housing Data Clearinghouse. Office administration and secretarial support are provided by Ms. Linda
Stanley. Other key members of the Shimberg Center's team are Mr. James Martinez who continues as
coordinator of computer applications and implementation of Internet access to the Florida Housing Data
Clearinghouse and Ms. Diep Nguyen who is the principal programmer for Clearinghouse database
development. The Shimberg Center also supports four doctoral students.













APPENDIX A


List of Publications


Affordable Housing ISSUES Newsletter

2006
Oct Florida's Commitment to Preservation of
Affordable Housing
Aug The Shimberg Center for Affordable
Housing
Jun Hurricane Resistant Homes
Apr Impact of Construction & Real Estate on
Florida's Economy-2002 Update
Feb Preservation of Affordable Housing Stock
2005
Dec Creating Affordable Housing Demand
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
Oct
Aug
Jun
Apr
Feb


Design Matters in Affordable Housing
Rental Property Management
Rental Housing Affordability Gap
HUD Community Builder Program
21st Century Housing Symposium
Regional Training & Demonstration Centers


1998
Dec Affordable Housing Alternatives
Oct Affordable Housing Through Historic
Preservation
Aug Florida Housing Data Center
Jun The Positive Effect of Homeownership
Apr Hidden Cost of Inadequate Housing
Feb Community Builders Fellowship
1997
Dec Local Economic Contribution of Home
Building
Oct A Program for Youth at Risk
Aug Housing Assistance in Florida
Jun Affordable Housing Research Needs in
Florida
Apr Fannie Mae Trillion Dollar Commitment
Feb Comprehensive Homeownership Assistance
Program
1996
Dec Estimating Affordable Housing Need
Oct Resident Economic Development Initiative
Aug Rural Development Strategic Plan
Jun Shimberg Center Home Page
Apr 1996 Summer Housing Institute
Feb There Goes the Neighborhood?
1995
Dec Florida Housing Coalition: At Work for
Affordable Housing
Oct Affordable Housing Auction
Aug Technical Assistance Providers
Jun One-stop Permitting Process
Apr Defensible Space
Feb Summer Housing Institute 1995
1994
Dec A Visit to Age-Sensitive Housing
Oct Sustaining Housing Affordability
Aug Alternative Residential Building Systems
Jun Public/Private Partnership for Affordable













Housing
Apr Affordability After Occupancy
Feb Housing Trends
1993
Dec Impact Fee Exemption for Affordable
Housing in Florida
Oct Low- and Moderate Income Lending
Experiences
Aug Density Bonuses for Affordable
Housing in Florida
Jun Affordable Housing Advisory
Committee
Apr Homeownership Training
Feb Employer Assisted Housing
1992
Dec State Housing Initiatives Partnership
Oct Affordable Housing Indexes An
Overview
Aug Sadowski Affordable Housing Act
Jun Inclusionary Affordable Housing
Apr Jobs/Housing Balance
Feb Single-Room Occupancy (SRO)


1991
Dec Understanding and Neutralizing
NIMBYism
Oct Impact Fees and Affordable Housing
(Spec) Shimberg Commits $1 Million to Housing
Center
Aug Housing Price Impact of Affordable
Housing
Jun The Low Income Housing Tax Credit
Apr Subsidized Housing Inventory
Feb Cost Reducing land Development
Guidelines
1990
Dec Mutual Housing Associations
Oct Financing Schemes
Aug Technical Resources
Jun Keys to Success for Community-based
Development
Apr Affordable Housing Organizations in
Florida
Feb SUS Housing Related Research
1989
Dec Introduction to the Center


Technical Note Series


#03-5
#03-4
#03-3
#03-2
#03-1
#02-2
#02-1
#01-4
#01-2


#01-1
#00-2
#00-1
#99-1
#98-1
#97-1
#95-3


Energy Related Characteristics of Multi-family Housing Construction in Florida 2003
Impact of Real Estate on the Alachua County Economy
Energy Related Characteristics of New Home Construction 2003
Public Housing Authorities: An Analysis of Practices & Resources for Serving Disabled Persons
Impact of Real Estate on the Florida Economy Update for 2003
Impact of Real Estate on the Florida Economy Update for 2002
Energy-Related Characteristics of New Home Construction in Florida (Revised)
County Locations of Frail, Low-income Older Persons in Need of Affordable Assisted Living in Florida
The Low-Income Housing Tax Credit & Multi-family Bond Financing: A Comparison of State-level
Allocation Policies
Inclusionary Housing A Discussion of Policy Issues
Alternative Residential Building Systems Second Edition
Affordable Housing in Florida, 1999
Migrant Farmworker Housing Needs Assessment Methodology
Affordable Housing in Florida 1998
Affordable Housing in Florida 1997
Technical Assistance Resources: Organizations and Publications













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

Research Reports

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




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