HomeMy WebLinkAbout8_Housing Final 5-16-2019 RedLine Southold Town Comprehensive Plan Update
This document was prepared for the New York State Department of State
with funds provided under Title 11 of the Environmental Protection Fund.
Housing
DraftFinal
April 2, 2012
Updated February 23May 16, 2019
HOUSING
1
Introduction
This chapter discusses the current conditions regarding the housing sector in Southold Town and
provides goals and objectives for the sector. Currently, Hhousing in Southold Town consists mostly
of single-family homes occupied by the homeowners. According to the 2010 Census, there are
14,186 homes in Southold Town. Of those, onlyLess than 10 percent% of the housing stock isare
available for rent year-round, compared with 21 percent in Suffolk County overall (see Table 1).
Home prices are out of reach for many people, and the rental inventory is very low. An important
aspect of the housing characteristics of Southold is thatIn addition, a large percentagenumber—
5,217, or 37% percent—, of the housing stock consists of second homes for seasonal and occasional
use. These factors combine to produce is together with the vacation rental business are major
factors in thethe area’s high home prices and the lack of availablelow inventory of year-round
rentals. Nearly 58 percent of the homes in Southold Town are occupied by the owner or renter year-
round.
Table 1. Existing Housing Inventory: 2010 U.S. Census Data
Total number of housing units 14,186
Year-round housing units – owner occupied 6,847
Year-round housing units – renter occupied 1,423
Seasonal housing units 5,217
Other Housing Characteristics from collected data
Senior housing – cooperative units
Peconic Landing 345 and Colonial Village 44
389
Senior housing – condominium units
Founders Village: 92, Pheasant Run: 60)
not including Harvest Pointe 124 units approved & under
construction
152
Section 8 number of subsidies 370
Moderate-income subsidized home ownership
The Cottages at Mattituck
22
Special-needs housing:
Developmentally/mentally disabled
10
Housing Southold Town Comprehensive Plan Update
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Recovery House
“sober home” serving up to 10 people
1
Homeless Shelter
provided in winter rotating the shelter among participating
churches – serving up to 70 people per night
1
Housing Southold Town Comprehensive Plan Update
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Background
Housing Costs and Housing Affordability
Southold has long been a destination for second-homeowners and retirees due to its rural character
and plentiful recreational opportunities. The buying power of the second and retirement home
purchasers has been a major factor in driving up home prices. From 1990 to 2005, single-family
homes in Southold tripled in price, as measured by median sales, and far outstrippinged the increase
in the median income for Southold residents. Low inventory, especially of homes on the lower end
of the price range is another relatedalso a problem and c. Contributing to this low inventory, as well
as to the high cost of real estate, is the business of vacation rentals. This business model is based on
homes purchased expressly for the purpose ofto renting them out for short- term vacations using
websites such as AirBnB and VRBO.com. And although home prices fell significantly during the
Great Recession, the 2017 median sales price for a home was higher than ever before, pushing home
ownership beyond the reach of many residents.
The federal Department of Housing and Urban Development (HUD) considers housing to be
“unaffordable” if housing costs are greater than 30 percent% of total household income. The
American Community Survey 2012–-2016 Five Year Estimate (ACS) found the following for
Southold Town:
Almost 50 %percent of renters pay >30% percent of their income on housing*
Over 30% percent of homeowners pay >30% percent of their income on housing*
These statistics show Tthat some peopleresidents are over-extending themselves to live in Southold.
is to be expected given that Tthe median sales price of a homes in 2017 reachedwas $565,000
(Suffolk Research Service Inc.),. Thata figure that surpassed even the pre-recession high of $525,000
in 2007 and which is the highest median sales price in the past eleven 11 years.
According to the ACS, median income for all households in the Town of Southold was $81,158.
Generally, a household with that income could afford to pay no more than $202,900 for a home (or
carry a mortgage no greater than that amount). So half of the households in Southold – households
earning less than the median - would fall under that $202,900 ceiling, when today’s median home
value for the Town is twice that ($565,000), and with very few homes on the market sell for less than
$300,000. Many Southold families could not afford their present home if they had were to buy it at
today’s prices. This underscores the ongoing discrepancy between local incomes and housing prices.
The Lack of Affordability
Southold Median Income
(U.S. Census American Community
Survey 2012-2016 5-year estimate)
Affordable House
(2.5 x Median Income)
Southold Median Home
Price
(Suffolk Research Service 2017)
$81,158 $202,900 $565,000
Housing Southold Town Comprehensive Plan Update
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Housing Needs and Challenges
Safe and, affordable housing is vital to a community’s stability and growth. and Increasing the
amount of affordable housing to help sustain its year-round residents is a goal of the Town has been
working towards increasing the amount of affordable housing to help sustain its year-round
residents. Less Fewer than 10% percent of the housing units counted in the 2010 Census were year-
round rentals. In addition to the scarcity of market-rate rental housing, the subsidized rental housing
units administered by the North Fork Housing Alliance have remained stagnant through the years,
despite the rising number of residents needing rent subsidies to afford to remain in their
communities.
Safe and affordable housing is also needed for the vulnerable citizens in our population. Seniors,
people with special needs, people in recovery from substance abuse, and the homeless may need
subsidized housing options. Table 2 show the number of residents currently in need of these
options.
Table 2. Other Housing Characteristics from collected data
Senior housing – cooperative units
Peconic Landing 345 and Colonial Village 44
389
Senior housing – condominium units
Founders Village: 92, Pheasant Run: 60)
not including Harvest Pointe 124 units approved & under
construction
152
Section 8 number of subsidies 370
Moderate-income subsidized home ownership
The Cottages at Mattituck
22
Special-needs housing:
Developmentally/mentally disabled
10
Recovery House
“sober home” serving up to 10 people
1
Homeless Shelter
provided in winter rotating the shelter among participating
churches – serving up to 70 people per night
1
Changes to the Town Code have been made over the years as experience has demonstrated where
improvements were needed. For example, the Affordable Housing Zoning District has a
requirement that housing units constructed in that zone have a perpetual cap on the maximum sales
price or rental price to keep them affordable. The first Affordable Housing Districts developed prior
to this requirement did not remain affordable as the houses have been sold and resold.
Additional changes included a Town housing registry created to help match people in need with
affordable housing. To be eligible for the Town’s housing registry, the total household income
Housing Southold Town Comprehensive Plan Update
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cannot exceed the median income for Nassau-Suffolk Counties (2018 Nassau-Suffolk median
income for a family of four = $116,700). When the registry was established, few applications came in
until a developer/sponsor proposed building 22 units (The Cottages in Mattituck, partly funded by
Suffolk County), priced at $178,000 to $214,000 for two-bedroom homes. When these units were
advertised, more than 350 applications flooded in, and the registry list swelled to more than 400
applications on file, 90% percent of which were from Southold residents.
Although there were 400 people on the housing registry, many of them could not afford the down
payment, nor could they qualify for a mortgage. This highlighted the large unmet need in the Town
for year-round rental housing for people that were making too much for subsidies, but not enough
to buy a home. In other words,This includes apartments for households making between $70,000
and $116,700 (60-100% percent of the median income), or what the Town Code refers to as
“moderate income families.”
Theis need for rentals, together with the community’s wishes to retain the community character
brought about a series of code changes to help spur homeowners and businesses to create accessory
apartments, and to incentivize developers to create small apartment developments. These code
changes were also in line with the community’s desire to retain community character. Homeowners
are allowed to create accessory apartments in their homes and can rent them out at market rate.
They can also create accessory apartments in existing accessory structures (e.g., converting a
detached garage to an apartment) for rent to family members or to income eligible tenants at
affordable rates. The rules for apartments in commercial buildings were loosened, including allowing
all-residential apartment buildings in commercial zones. The allowable density and minimum size of
affordable apartment developments in the Affordable Housing District were adjusted to allow more
apartments of smaller size.
The Town also maintains a Sanitary Flow Credit bank, which allows a developer to buy low-cost
credits to add one or more affordable apartments to a commercial building where they would
otherwise not be allowed to by the Suffolk County Department of Health. Another longstanding
code requirement has been inclusionary zoning, which states that up to 20% percent of any new
subdivision over five lots must be made affordable or the developer can choose to opt out by paying
into the Town Housing Fund.
These changes have seen some limited success. Since 2004 there have been 27 accessory apartments
approved by the Town’s Zoning Board of Appeals, and one new affordable apartment and one
market rate apartment in a commercial building. Inclusionary zoning for subdivisions has brought in
nearly a half a million dollars to the Housing Fund in 2017. And changes to the housing registry
process that made it simpler for future landlords have enabled other rental projects to move
forward.
Availability of affordableility of housing for full- time residents, especially workers, is a serious
problem. High housing costs will ultimately result in an ongoing decline in year-round residents,
young people, and families in the area. The diminishing representation of year-round residents and
young families will have an impact on our community overall, and more specifically on local
employers, school enrollment, and staffing of local volunteer efforts such as the all-volunteer fire
departments.
Housing Southold Town Comprehensive Plan Update
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The quality and upkeep of housing is a related issue. Southold has largely been spared neighborhood
blight, yet rundown blighted housing conditions does occur. If such conditions are ignored, it they
can lead to lower property values and damage quality of life for neighbors. Overcrowding and other
unsafe conditions are another form of neighborhood blight, whichand also endangers tenants.
Continued efforts to help meet the need for safe, attainable housing are necessary. The following are
goals towards this end.
Housing Southold Town Comprehensive Plan Update
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GOALS AND OBJECTIVES
1. Create Affordable Housing
The Town needs to take a hard look atreview the“ adaptive reuse” of existing housing stock and
commercial structures, – i.e., renovating them - as a way to increase the housing inventory without
harming the visual landscape. Additionally, a zoning analysis could be conductedof the feasibility of
to allowing for infill development (insertion of additional diversified housing units into an already
approved subdivision or neighborhood) in areas capable of absorbing more density such as the
hamlet centers and HALO’s, e.g., additional housing units into an existing neighborhood could be
conducted.
The need for additional housing must be met if Southold is to maintain a vibrant workforce large
and varied enough to serve year-round residents and seasonal visitors. Though Southold, like most
places, mainly relies on private enterprise to supply housing, the Town does have within its control a
variety of ways to influence the development of housing. The following are necessary requirements
that must be satisfied in order to create affordable housing in any significant number (more than five
units):
Support of the Town Board and Planning Board for the proposed concept (location of site,
architectural design, proximity to hamlet centers, infrastructure, etc.)
Availability of grants, based on income, from federal and state entities that subsidize
homeownership for qualified buyers.
Change of zoning designation by the Town Board to Affordable Housing District (AHD) in
appropriate areas to permit the higher density allowed by that district.
Transfer of sanitary flow credits in accordance with Suffolk County Department of Health
and Southold Town regulations.
Assistance from Suffolk County Department of Workforce Housing toward the purchase of
land or infrastructure improvements.
Provision of public services (utilities) and infrastructure (water, drainage, roads) to support
the development of housing.
Ability of the sponsor or developer to make a subsidized project financially viable (tax
abatements through New York State) while keeping the housing affordable; to achieve
enough density (via rezoning) and subsidies to make it worthwhile.
In addition, the Town has implemented legislation and policies intended to increase affordable
housing, including the following:
“Inclusionary” zoning that requires new developments of five or more housing units to
provide 20% percent of that the potential number of housing units as affordable.
A “buyout” option was created for developers who choose not to build affordable units
within the new development allowing developers the ability to make a substantial payment
to the Town’s Housing Fund. Each year the Town Board establishes an amount that
developers must pay in lieu of building the moderate-income family dwelling unit. The
buyout amount is currently set at twice the amount of the median income of a family of four
for Nassau/Suffolk County per unit required and not constructed.
Housing Southold Town Comprehensive Plan Update
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“Perpetual affordability” for affordable housing units that come for resale. These
restrictions limit how much the seller can ask, to prevent the units from rising to market rate
after subsidies have expired.
Higher densities for affordable apartments in the Affordable Housing DistrictAHD.
Amendments to the housing registry process to improve the ability of landlords owners of
affordable apartments to choose eligible tenants.
Allowing apartment buildings to be located in commercial zones.
Goal 1.1 Provide diversified housing using existing buildings to help meet the needs of
current year-round residents, including senior citizens, emergency services volunteers,
and other local workers.
Objectives:
1) Encourage the development of accessory apartments in existing barns and garages that can
be renovated into small apartments for singles or couples or that allow the homeowners
(retirees, etc.) to downsize and live in the accessory apartment while renting their house to
larger families. The Town’s Community Development Block Grant funding could provide
pilot grants.
2) Continue to work with the Family Service League to expand its HomeShare Long Island
program, which provides affordable housing for both seniors and non-seniors generally in
the form of rooms within existing homes.
3) Establish loans and grants from the Town’s Community Development Block Grant
(CDBG) funding to convert larger homes from existing stock into units of affordable rental
housing, especially in or near hamlet centers.
4) Encourage the development of diversified housing for artists and crafters in hamlet centers
in combination with galleries, etc., drawing on Suffolk County Workforce Housing funding.
5) Consider using buyout funds from inclusionary zoning to partner with Habitat for Humanity
and other non-profits to acquire and rebuild substandard housing units. Renovated units
could be sold to households on the Housing Registry with covenants and restrictions to
ensure perpetual affordability. In addition, consider using buyout funds for purchase of
homes that are short-sale and/or foreclosed to households on Housing Registry.
6) Consider using the Town Housing Fund to set up a revolving grant assistance program to
enable households on Housing Registry to rehabilitate and/or buy homes on the existing
market that would lower the purchase price to stimulate sales.
Responsible Parties: Housing Advisory Commission, Southold Senior Services, Building
Department, Zoning Board of Appeals, Planning Board, Architectural Review Committee,
Community Development Block Grant
Possible Partnerships: Suffolk County Economic Development and Workforce Housing,
Suffolk County Office for Aging, Family Service League, Walsh Park Benevolent Association,
Habitat for Humanity, Community Development Corporation of Long Island, Long Island Housing
Partnership
Housing Southold Town Comprehensive Plan Update
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Goal 1.2 Encourage the development of new diversified housing to help meet the
needs of current year-round residents, including senior citizens, emergency services
volunteers, and other local workers.
Objectives:
1) Develop units of moderate-income home ownership through the Town’s inclusionary
zoning policies, Suffolk County 72 H transfers (tax default properties), change of zoning to
Affordable Housing DistrictAHD, and partnerships with non-profit housing developers
utilizing New York State HOME funding. This could include consideration of changing
code to allow smaller size homes than had been previously envisioned (less than 850 square
feet.)
2) Develop partnerships with non-profit housing developers to build age-restricted apartments
using HUD’s Section 202 funding.
3) Develop moderate-income home-ownership units with age restrictions through inclusionary
zoning policies, change of zoning to Affordable Housing DistrictAHD, and partnerships
with housing providers.
4) Approach appropriate individuals within fFederal, sState and cCounty governments to help
the North Fork Housing Alliance increase its inventory of subsidized rental apartments and
address the growing needs of lower-income residents.
5) Investigate the provision of tax incentives to prospective homeowners to mitigate the
sanitary impact of new construction.
6) Explore the feasibility of identifying potential locations that would be appropriate for higher
-density affordable housing that would be readily available to potential sponsors for
development. Identification would be part of the process of public meetings with the Town
Board, Planning Board, and Housing Advisory Commission.
Responsible Parties: Housing Advisory Commission, Town Board, Planning Board, Zoning
Board of Appeals
Possible Partnerships: Suffolk County Economic Development and Workforce Housing,
Community Development Corporation of Long Island, Long Island Housing Partnership, Housing
Urban Development, New York State Homes and Community Renewal, Walsh Park Benevolent
Association, Private Developers
2. Promote Awareness About Housing Issues
Many residents are unaware of existing resources that might help them obtain funding to buy a
home, fend off foreclosure, or maintain their home. Affordable housing (also known as “workforce
housing”) is often plagued by misconceptions and myths.
Goal 2.1: Develop a series of educational forums to inform the public about housing
services, programs and resources
Objectives:
Housing Southold Town Comprehensive Plan Update
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1) Teach skills to promote successful home ownership and landlord/tenant relations.
2) Working with banks and non-profit providers to, inform homeowners about resources to
abate mortgage foreclosures.
3) Highlight resources and programs that promote energy efficiency and weatherization.
4) Deepen public understanding of who needs affordable housing and why.
5) To promote conversion to affordable accessory apartments, create a one-page flyer that
simply explains how to create accessory apartments with information about additional tax
assessments, maximum rental charges, selection of tenants, etc. This could include a
checklist of what is needed along with offering the services of the building department to
visit prospective sites to offer suggestions whether the concept is feasible. In addition,
Town could host information and discussion sessions with the public.
6) Strictly enforce fair housing laws so that every person has equal access to housing without
regard to race, color, religion, gender, sexual orientation, family or marital status, disability,
or national origin.
Responsible Parties: Housing Advisory Commission, Renewable Alternative Energy
Committee
Possible Partnerships: Community Development Corporation of Long Island, Long Island
Housing Partnership, North Fork Housing Alliance, Regional Banks
Goal 2.2: Produce printed materials and Internet resources to complement educational
forums.
Objectives:
1) Create fliers and brochures and make them available at Town Clerk’s office and other
municipal offices.
2) Use the Town’s Website to post PDFs with information about housing resources.
Responsible Parties: Housing Advisory Commission, Department of Information and
Technology
Possible Partnerships: Community Development Corporation of Long Island, Long Island
Housing Partnership, North Fork Housing Alliance, Long Island Power Authority
3. Retain Residents in Existing Housing
Southold’s population has a large high percentage of senior citizens. The ACS estimates that over
37% percent of the year-round population is 60 years or older. This sizable segment of the
population will require special forms of housing and assistance to make it possible for them to age in
place and continue living in the Town.
Goal 3: Provide resources to help residents stay in their homes.
Housing Southold Town Comprehensive Plan Update
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Objectives:
1) To maintain seniors in their homes, look into establishing naturally occurring retirement
communities (NORCs) through grant funding for the Town’s Senior Services. A NORC is a
neighborhood or locality where a great many elderly live; it becomes eligible for various
social services that make it easier for the elderly to remain in their homes.
2) Promote universal design elements in the building code to accommodate seniors ageing in
place as well as persons with physical disabilities. Such elements promote safety features and
remove physical barriers that older people or the disabled can’t handle.
3) Provide education about services and resources that help with weatherization, energy
efficiency, and home repair for households that qualify under income limits.
4) Mandate that all participants in the Town’s affordable housing programs participate in
homebuyer education classes from regional housing providers such as the Long Island
Housing PartnershipLIHP and the Community Development Corporation of Long
IslandCDCLI
Responsible Parties: Housing Advisory Commission
Possible Partnerships: Rebuild Together Long Island, Community Development Corporation
of Long Island, Long Island Housing Partnership, North Fork Housing Alliance, Southold Town
Human Services
4. Quality of Life
Protect quality of life for neighbors of neglected homes and blighted properties, and protect the
safety of tenants in rentals.
Goal 4.1: Address the problems that result from blighted properties.
Objectives:
1) Strengthen the staffing of code enforcement to deal with blighted housing.
2) Develop pilot program to rehabilitate units of blighted housing with loans and grants
through the Town’s CDBG funding.
Goal 4.2: Address the problems that result from tenant overcrowding (fire safety,
parking, garbage, and noise) in unpermitted and/or unsafe structures.
Objectives:
1) Create an outreach program to inform property owners of code as well as ways to address
violations of properties to bring them up to code.
2) Create a rental permit system to help ensure the safety of tenants.
3) Strengthen staffing of code enforcement to address overcrowded housing.
Housing Southold Town Comprehensive Plan Update
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Responsible Parties: Town Board, Building Department and Code Enforcement Office,
Community Development Block Grant Reviewing Committee
Possible Partnerships: Suffolk County Economic Development and Workforce Housing’s
Office of Community Development
5. Develop Best Practices in Housing
For the Town to meet the housing needs of its residents, it must stay abreast of national legislation,
policies, and programs throughout the nation that could provide fresh solutions for creating
housing.
Goal 5.1: Continue to review and research policies and best practices elsewhere to
find solutions to meet housing needs of the Town’s residents.
Objectives:
1) Explore policy and legislative changes that could provide a greater inventory of affordable
housing.
2) Seek grant funding for a pilot program to explore infrastructure improvements that would
allow for the opportunity to develop very limited increased density such as apartments over
storefronts in hamlet centers. The infrastructure to be explored would include the newest
technology in small package sewage treatment plants, which are much more compact,
efficient and limited in size and scope than traditional sewer systems.
3) Promote the integration of Leadership in Energy and Environmental Design (LEED) (or
similar certification that is not as costly) and Energy Star building standards in affordable
housing construction to promote occupant sustainability.
4) Examine the merits of creating a housing authority.
5) Encourage the creation of a community land trust; a non-profit group that lowers the cost of
housing by selling houses without the land. They typically buy the land, develop homes on
the land and sell those homes while retaining ownership of the land and assuming the
associated costs of the land, thereby lowering the cost of the house.
Responsible Parties: Housing Advisory Commission, Town Board, Town Attorney, Planning
Board
Possible Partnerships: Suffolk County (SC) Legislature, Suffolk County Health Department,
Suffolk County Planning Department and Planning Commission, Community Development
Corporation of Long Island, Long Island Housing Partnership.