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LL #27 2023
STATE OF NEW YORK DEPARTMENT OF STATE - - -'-ONE"COMMERCE PLAZA -- - KATHY HOCHUL . - 99 WASHINGTON AVENUE GOVERNOR ALBANY,NY 12231-0001 ROBERT J. RODRIGUEZ, HTTPS://DOS.NY.GOV SECRETARY'OF STATE October 27, 2023 RECEIVE® Town of Southold NOV - 8 2023 Town Hall 53095 Main, Road P.O. Box 1179 SOuth06d Town Cleric Southold, NY 11971 RE: Town of Southold, Local Law 27 & 28 2023, filed on 10/19/2023 Dear Sir/Madam: _ The above referenced material was filed by this office as indicated. Additional local law filing forms can be obtained from .our website, www.dos.ny.gov. Sincerely, State Records and Law Bureau (518) 473-2492 NEWYORK Department STATE OF OPPORTUNITY of State STATE OF NEW YORK F)EPARTMENT OF STATE ONE COMMERCE PLAZA KATHY HOCHUL 99 WASHINGTON AVENUE GOVERNOR ALBANY, NY 12 23 1-000 1 ROBERT J. RODRIGUEZ HTTPS://DOS.NY.GOV SECRETARY Or STATE October 30, 2023 Town of Southold Town Hall 53095 Main Road PO Box 1.179 Southold, New York 11971 RE: Town of Southold, Local Law 27 and 28 2023, filed on 10/19/2023 Dear Sir/Madam: The above referenced material was filed by this office as indicated. Additional local law filing forms can be obtained from our website, www.dos.nygov. Sincerely, State Records and Law Bureau (518) 473-2492 RECEIVED NOV - 6 2023 Southold Town Cleric- '-vv , U.epasrtmen: STATE OF OPPORTUNITY- of State u Q��g�FFO(,�co DENIS NONCARROW �� G.f, Town Hall,53095 Main Road TOWN CLERK p P.O.Box 1179 CA Z Southold,New York 11971 REGISTRAR OF VITAL STATISTICS O Fax(631)765-6145 MARRIAGE OFFICER Telephone(631)765-1800 RECORDS MANAGEMENT OFFICER ��•( `�►a www.southoldtownny.gov FREEDOM OF INFORMATION OFFICER RECEIVED OFFICE OF THE TOWN CLERK TOWN OF SOUTHOLD NOV - 6 2023 October 13, 2023 PLEASE TAKE NOTICE that the Town Board of the Town of Southold has ERWA d%dll Local Law entitled: A Local Law in relation to Chapter 17 - Community Preservation Fund and Community Housing Fund Please sign this letter and return to me at your earliest convenience. Thank you. Denis Noncarrow Town Clerk Attachments cc: Suffolk County Department of Planning Long Island State Park Commission j Email: Village of Greenport Town of Shelter Island Town of Riverhead Town of Southampton Southold Town Planning Board Southold Town Trustees Southold Town Assessors Southold Town Board of Appeals Southold Town Building Department T Date: l 0 3 2-0 Z,3 Sieg ture, Received By Title: L*yid lM Gt-F'11X.mment- Please print name DUPLICATE TO BE SIGNED AND RETURNED TO SOUTHOLD TOWN CLERK ®gtfflL,r�C" DENIS NONCARROW ,��® ®�.� Town Hall,53095 Main Road TOWN CLERK ® P.O.Box 1179 W Southold,New York 11971 REGISTRAR OF VITAL STATISTICS ® v�` Fax(631)765-6145 MARRIAGE OFFICER 'g'�® ®fib' Telephone(631)765-1800 RECORDS MANAGEMENT OFFICER www.southoldtownny.gov FREEDOM OF INFORMATION OFFICER OFFICE OF THE TOWN CLERK TOWN OF SOUTHOLD October 13, 2023 PLEASE TAKE NOTICE that the Town Board of the Town of Southold has ENACTED the proposed Local Law entitled: A Local Law in relation to Chapter 17- Community Preservation Fund and Community Housing Fund Please sign this letter and return to me at your earliest convenience. Thank you. .RECEIVED . . ,OCT 2 2023 Denis Noncarrow Town Clerk Southold Town Clerk Attachments cc: Suffolk County Department of Planning Long Island State Park Commission Email: Village of Greenport Town of Shelter Island Town of Riverhead Town of Southampton - Southold Town Planning Board Southold Town Trustees Southold Town Assessors Southold Town Board of Appeals Southold Town Building Department Date: 10-1b 23 Signature, Received By U'\ri7S�A( - yo Title: � iiIISN U� SJ``o ' Please print name DUPLICATE TO BE SIGNED AND RETURNED TO SOUTHOLD TOWN CLERK DENIS NONCARROW 7bwn Hall,53095 Main Road TOWN CLERK P.O.Box 1179 e;t Southold,New York 11971 , REGISTRAR OF VITAL STATISTICS fin, Fax(631)765-6146 'MARRIAGE OFFICER '`�',;,q �` Telephone(631)765-1800 RECORDS MANAGEMENT OFFICER° `` ' '�3 www.southoldtownnygov FREEDOM OF INFORMATION OFFICER OFFICE OF THE TOWN CLERK TOWN OF SOUTHOLD October 13,2023 PLEASE TAKE NOTICE that the Town.Board of the Town of Southold has ENACTED the proposed Local Law entitled: A Local Law in relation to Chanter 17-Community Preservation Fond and Community.Housing Fund Please sign this letter and return to-me at your earliest convenience. Thank you. RECEIVED 0 CT 16 2023 Denis Noncarrow Town Clerk Southold Town Clerk Attachments cc: Suffolk County Department of Planning Long Island State Park Commission Email: Village of"Greenport Town of Shelter Island Town of Riverhead Town of Southampton Southold Town Planning Board Southold Town Trustees Southold Town Assessors Southold Town Board of Appeals Southold Town Building Department Date: �� Z r Signature,Received By �A � 1 /, --Lie r/ _ it-)L.CL I1L� UV Title: Please print name DUPLICATE TO BE SIGNED AND RETURNED TO SOUTHOLD TOWN CLERK o�asuFFocK��� DENIS NONCARROW may, y Town Hall,53095 Main Road TOWN CLERK p P.O.Box 1179 ua Z Southold,New York 11971 REGISTRAR OF VITAL STATISTICS p . Fax(631)765-6145 MARRIAGE OFFICER RECORDS MANAGEMENT OFFICER ®d � Telephone 765-1800 FREEDOM OF INFORMATION OFFICER www.southoldtldtownny.gov OFFICE OF THE TOWN CLERK TOWN OF SOUTHOLD October 13, 2023 PLEASE TAKE NOTICE that the Town Board of the Town of Southold has ENACTED the proposed Local Law entitled: A Local Law in relation to Chapter 17-Communitv Preservation Fund and Communitv Housing Fund Please sign this letter and return to me at your earliest convenience. Thank you. RECEIVED OCT 16 2023 Denis Noncarrow Town Clerk Southold Town Clerk Attachments cc: Suffolk County Department of Planning Long Island State Park Commission Email: Village of Greenport Town of Shelter Island Town of Riverhead Town of Southampton Southold Town Planning Board Southold Town Trustees Southold Town Assessors Southold Town Board of Appeals Southold Town Building Department • Date: A0 f 4/ Z3 Signature,ReceivedW ! 4�� I//dt. Title: ' Please print name DUPLICATE TO BE SIGNED AND RETURNED TO SOUTHOLD TOWN CLERK DENIS NONCAR.ROW �� �.�„ Town Hall,53095 Main Road TOWN CLERK ® P.O.Box 1179 Southold,New York 11971 REGISTRAR OF VITAL STATISTICS ® Fax(631)765-6145 MARRIAGE OFFICER RECORDS MANAGEMENT OFFICER ®`/ •1, Telephone 765-1800 FREEDOM OF INFORMATION OFFICER www.southoldtldtownnygov OFFICE OF THE TOWN CLERK TOWN OF SOUTHOLD October 13, 2023 PLEASE TAKE NOTICE that the Town Board of the Town of Southold has ENACTED the proposed Local Law entitled: A Local Law in relation to Cliapter. 17-Community Preservation Fund and Community Housing Fund Please sign this letter and return to me at your earliest convenience. Thank you. RECEIVE® 0 CT 1 3 2023 Denis Noncarrow Town Clerk Southold Town Clerk Attachments cc: Suffolk County Department of Planning Long Island State Park Commission Email: Village of Greenport Town of Shelter Island Town of Riverhead Town of Southampton Southold Town Planning Board Southold Town Trustees Southold Town Assessors Southold Town Board of Appeals Southold Town Building Department Date: /0/),3 oZ Signature,Reeved B (��,\�. �/��� ���V '�-` Title: ,S 0 J'� Please print name DUPLICATE TO BE SIGNED AND .RETURNED TO SOUTHOLD TOWN CLERK Fat DENIS NONCARROW � Town Hall,53095 Main Road TOWN CLERK P.O.Box 1179 cis Southold,New York 11971 " REGISTRAR OF VITAL STATISTICS Fax(631)765-6145 �".: �sy � . MARRIAGE OFFICER �Q'�,.. Telephone(631)765-1800 RECORDS MANAGEMENT OFFICER '�.#` www.southoldtownnygov FREEDOM OF INFORMATION OFFICER ' OFFICE OF THE TOWN CLERK TOWN OF SOUTHOLD October 13,2023 PLEASE TAKE NOTICE that the Town Board of the Town of Southold has ENACTED the proposed Local Law entitled: A Local Law in relation to Chapter'17 Community Preservation Fund and CommunitV.Housing.Fund. Please sign this letter and return to me at your earliest convenience. Thank you. RECEIVED 0 CT 1 3 2023 Denis Noncarrow Town Clerk Southold Town Clerk Attachments cc: Suffolk County Department of Planning Long Island State Park Commission Email: Village of Greenport Town of Shelter Island Town of Riverhead Town of Southampton Southold Town Planning Board Southold Town Trustees Southold Town Assessors Southold Town Board of Appeals Southold Town Building Department e Date; 3 a3 Sigri-a' ;Received By � 7 Please print name DUPLICATE TO BE SIGNED AND RETURNED TO SOUTHOLD TOWN CLERK ' ,NS19F DENIS NONCARROW Town Hall,53095 Main Road TOWN CLERK ® P.O.Box 1179 crs Southold,New York 11971 REGISTRAR OF VITAL STATISTICS p' Fax(631)765-6145 MARRIAGE OFFICER Telephone(631)765-1800 RECORDS MANAGEMENT OFFICER ,� �'+c�` www.southoldtownugov FREEDOM OF INFORMATION OFFICER OFFICE OF THE TOWN CLERK TOWN OF SOUTHOLD October 13,2023 PLEASE TAKE NOTICE that the Town Board of the Town of Southold has ENACTED the proposed Local Law entitled: 4 Local Law in relation to Chanter IT Community Peesei-vatian Fund and Community Housing Fund Please sign this letter and return to me at your earliest convenience. Thank you. RECEIVE® 0 CT 1 3 2023 Denis Noncarrow Town Clerk Southold Town Clerk Attachments cG: Suffolk County Department of Planning Long Island State Park Commission Email: Village of Greenport Town of Shelter Island Town of Riverhead Town of Southampton Southold Town Planning Board Southold Town Trustees Southold Town Assessors Southold Town Board of Appeals Southold Town Building Department T . Date; ignature,Received By li`C`(',! lCt( rcS Title:Sdu`f'hald �`ai.scl P Please p nn name DUPLICATE TO BE SIGNED AND RETURNED TO SOUTHOLD TOWN CLERK FPO �G Town Hall,53095 Main Road DENIS NONCARROW TOWN CLERK (25P.O.Box 1179 era Southold,New York 11971 REGISTRAR OF VITAL STATISTICSFax(631)765-6145 MARRIAGE OFFICER 4� Telephone(631)765-1800 RECORDS MANAGEMENT OFFICER '11'� www.southoldtownny.gov FREEDOM OF INFORMATION OFFICER OFFICE OF THE TOWN CLERK TOWN OF SOUTHOLD October 13,2023 PLEASE TAKE NOTICE that the Town Board of the Town of Southold has ENACTED the proposed Local Law entitled: A Local Law in relation to Chapter 17 Community Presei-vation Fund and Community housing Fund Please sign this letter and return to me at your earliest convenience. Thank you. RECEIVED 0 CT 1 3 2023 Denis Noncarrow Town Clerk Southold Town Clerk Attachments cc: Suffolk County Department of Planning Long Island State Park Commission Email: Village of Greenport Town of Shelter Island Town of Riverhead Town of Southampton Southold Town Planning Board Southold Town Trustees Southold Town Assessors Southold Town Board of Appeals So thold Town. uilding:Department Date: �p/•f 3!`-=3 Sign fore,Rece-iiv-ed By Title: Please print name DUPLICATE TO BE SIGNED AND RETURNED TO SOUTHOLD TOWN CLERK DENTIS NONCARROW •� ,�,� : ��• Town Hall,53096 Main Road TOWN CLERK ' P.O.Box 1179 ' Southold,New York 11971 REGISTRAR OF VITAL STATISTICS Fax(631)765-6146 MARRIAGE OFFICER Telephone(681)766-1800 RECORDS MANAGEMENT OFFICER wwwsoutholdtownnygov FREEDOM OF INFORMATION OFFICER OFFICE OF THE TOWN CLERK TOWN OF SOUTHOLD October 13,2023 PLEASE TAKE NOTICE that the Town Board of the Town of Southold has ENACTED the proposed Local Law entitled: A Local Law in relation to Chanter'17'='ComniiUiiityPreservation:Fund and Coinxnunity,Ionising Fn'd f Please sign thi ett�' _d return to me at your earliest convenience. Thank you. Mal CY.•;, U.1 RECEIVED t`D = ' Denis Nonearrow c Town Clerk 0 CT 1 3 2023 Southold Town Clerk Attachments cc: Suffolk County Department of Planning Long Island State Park Commission Email: Village of Greenport Town of Shelter Island Town-of Riverhead Town of Southampton Southold Town Planning Board Southold Town Trustees Southold Town Assessors Southold Town Board of Appeals Southold Town Building Department Date: 13 .z3 Asigiia* e,Received By U'�kTitle: _— Please print name DUPLICATE TO BE SIGNED AND RETURNED TO SOUTHOLD TOWN CLERK Q��gUFfOL,i-c0 - DENIS NONCARROW h� G.y Town Hall,53095 Main Road TOWN CLERK o= P.O.Box 1179 CA Z Southold,New York 11971 REGISTRAR OF VITAL STATISTICS 5 Fax(631)765-6145 MARRIAGE OFFICER Telephone(631)765-1800 RECORDS MANAGEMENT OFFICER ��! `�►a www.southoldtownny.gov FREEDOM OF INFORMATION OFFICER OFFICE OF THE TOWN CLERK TOWN OF SOUTHOLD October 13, 2023 PLEASE TAKE NOTICE that the Town Board of the Town of Southold has ENACTED the proposed Local Law entitled: A Local Law in relation to Chapter 17- Community Preservation Fund and Community Housing Fund Please sign this letter and return to me at your earliest convenience. Thank you. Denis Noncarrow Town Clerk Attachments cc: Suffolk County Department of Planning Long Island State Park Commission Email: Village of Greenport Town of Shelter Island Town of Riverhead Town of Southampton Southold Town Planning Board Southold Town Trustees Southold Town Assessors Southold Town Board of Appeals Southold Town Building Department Date: Signature, Received By Title: Please print name DUPLICATE TO BE SIGNED AND RETURNED TO SOUTHOLD TOWN CLERK Money-back Guararnee:9 the mailer efthan Rem at a designated USPS®Priority Mail Express® I IIIIIII VIII IIII VIII VIII VIII(IIII VIIIVIII(IIII(IIII IIII IIII III II IIII acceptance location on or before the spedfied deposit time,the Postal Service win deliver or attempt delivery to the addressee or agent before the applicable delivery date and time.Meller may request the El 011 98? 10 3 US addressee's signature from the addressee upon delivery of the Item by checking the°signature required°box at the time of mailing.If the Postal Service does not deliver or attempt delivery by the specified time and the mailer files a valid claim for a refund,the Postal Service will refund the postage, 3.The Postal Service insures"nonnegotiable documents°(as defined by postal Indemnity unless an exception applies.See Mailing Standards of the United States Postal Service,Domestic Mail regulations)against loss,damage,or missing contents up to$100 per mallplece for document Manual(DMM9 604.9.5.5 which is available at pausps.com. reconstruction,subject to additional limitations for multiple pieces last or damaged in a single catastrcphic occurrence.Document reconstruction insurance provides reimbursement for the reasonable costs Incurred in reconstructing duplicates of nonnegotiable documents mailed. Document reconstruction Insurance coverage above$100 per mallplece Is not available.The mailer should not attempt to purchase adtGllonal document Insurance,because additional docxumem Insurance Is void. 4.The Postal Service insures'negotlable items°(defined by postal regulations as items that can be converted to cash without forgery),currency,or bullion up to a maximum of$15 per mallplece. 5.The Postal Service does not provide coverage for consequential losses due to loss,damage, or delay of Priority Mail Express Items or for concealed damage,spoilage of Perishable items, and a cles improperly packaged or too fraglie to withstand normal handling n the mail. Coverage,terns,and Gmitahons are subject to change.For additional limitations and terns of coverage,consult the DMM,which is available at pe.usps.com. Indemnity Cldms(lass,Donaged or INlaeing Cordmft Eicher the mailer or the addressee Note:The Postal Service does not offer money-back guarantee for military or DPO shipments delayed may file an Indemnity claim for lose,damaged or missing convents.The claimant may submit the due to customs inspections or the item was destined for an APOIFPOiDPO that was closed on the claim online at usps.com,or by mall;for more information see Publication 122,Domestic Claims, intended day of delivery or the delay was caused by one of the situations in DMM 604.9.5.5.Consult Customer Reference Guide.The timelines for claims are as follows:claims for loss—no sooner USPS.com®or your local Post Office for information on delivery commitments and Priority Mail than 7 days but no later than 60 days after the date of mailing:claims for damage or missing Express Military Service(PMEMS).For details,see DMM 7032.6,which Is available at pe.usps com. contends—Immediately but no later than 60 days from the date o1 mailing.Retain the original USPS retail receipt or eRecelptlefecbonic receipt for daft purposes.For claims involving When a mailer submits a Priority Mag Express item requiring a signature and the Postal Service cannot damage or missing contents,also retain the article,container,and packaging for Postal Service deliver the item on the first attempt,the Postal Service leaves a notice for the addressee. .inspection when requested. the e addressee does not claim the item within 5 calendar days,the Postal Service returns the Item to Refund of Postage and Fees(Service Performance):It delivery of a Priority Mail Express the sender at no additional charge. (PME)hem does not most the scheduled delivery commitmem(s),online and commercial customers may submit a refund r1e�qqu�es�t by vlsfling USPS Dont elan customers may submit e Insurance coverage:The Postal Service provides Insurance only In accordance with postai refund request either online at USPS.com or d retell locations Refund requests fa postage must regulators in Ore DMM,which is available at pe.usps win The DMM sets forth the specific types o1 be submifted no sorer than 2 days end no later than 30 days from the date o}the marling;Extra losses that are covered,the limitations on coverage,temps of insurance.conditions of payment,and Services fees refund requests must be submitted no sooner than 30 days and no later than 60 days adjudication procedures.Certain items are not Insurable.The DMM consists of federal regulators,and from the date of mailing.Each tracks number can only be submitted once for all epptcahle refunds USPS personnel are not authorized to change or waive these regulations or grant exceptions.A mailer Refund requests for PME or PME ri Extra Services must be combined Into a single submissio n. who requires Information on Priority Mat Express insurance may contact the Postal Service before submng an item.Umitatons prescribed in the DMM provide,in part,that: Thank you for choosing Pdodty Mao Express service. 1.Insurance coverage extends to the actual value of the contents at the lime of matting or the cost of repairs,not to exceed the inskred fimh for the item. Tracking:For USPS Tracking,scan the QR Cede below or go to USPS.com orcali 800.222.1811 2.The Postal Service insures the contents of Priority Man Express■merchandise°items(with 'merchandise'defined by postal regulations)against loss,damage,or missing contents.The Postal Service includes coverage up to$100 per mallplece at no additional charge.Additional merchandise insurance up to$5,000 per mailpiece may be available for purchase.Additional insurance for Priority Man Express items is not available unless a signature is required. EI 011 987 10 3 US %] " Priority Mail Express tracking number LABEL 11.9 MAY 2021 PSN 7690-02-000-9996 , DENIS NONCARROW �� G.f, Town Hall,53095 Main Road TOWN CLERK o= P.O.Box 1179 CO2 2 Southold,New York 11971 REGISTRAR OF VITAL STATISTICS $ .lC Fax(631)765-6145 MARRIAGE OFFICER 'y RECORDS MANAGEMENT OFFICER ,( ��O Telephone 765-1800 FREEDOM OF INFORMATION OFFICER www.southoldtldtownny.gov OFFICE OF THE TOWN CLERK TOWN OF SOUTHOLD October 12, 2023 Priority Mail Express EI 011 987 103 US RE: Local Law No. 27 and 28 of 2023 Town of Southold, Suffolk County New York State Department of State State Records & Law Bureau One Commerce Plaza 99 Washington Avenue Albany,NY 12231 Dear Sir/Madam: In accordance with provisi-ons of Section 27 of the Municipal Home Rule Law, I am enclosing herewith certified copies of Local Law No. 27 and 28 of 2023 of the Town of Southold, suitable for filing in your office. I would appreciate if you would send me a receipt indicating the filing of the enclosures in your office. Thank you. Very truly yours, /Jennifer M. Mudd Deputy Town Clerk Enclosures cc: Town Attorney r NEW YORK STATE DEPARTMENT OF STATE Division of Corporations,State Records and Uniform Commercial Code One Commerce Plaza,99 Washington Avenue Albany,NY 12231-0001 Local Law Filing (Use this form to file a local law with the Secretary of State.) Text of law should be given as amended. Do not include matter being eliminated and do not use italics or underlining to indicate new matter. ❑ County ❑ City Q Town of SOUTHOLD ❑ Village Local Law No. 27 of the year 2023 . A Local Law entitled, "A Local Law in relation to Chapter 17- Community Preservation Fund and Community Housing Fund" Be it enacted the Town Board of the: ❑ County ❑ City Q Town of SOUTHOLD ❑ Village I. PURPOSE The purpose of this Community Housing Plan is to increase access and opportunities to fund the creation and maintenance of a diversity of housing types in Southold Town and the Village of Greenport. In addition, the Plan aims to foster management and outreach strategies to form public/private partnerships to benefit all sectors of the Town's and Village's populations. The Plan provides goals and recommendations for expanding community housing opportunities in the Town of Southold and Village of Greenport and was prepared with input from the Town appointed Community Housing Fund Advisory Board, Town Board, Town planners and members of the public. The Plan builds upon the housing goals presented in the 2020 Town of Southold Comprehensive Plan by utilizing data supplemented with a housing needs analysis based upon available socioeconomic census data and public input received through a Housing Survey. II. §17-52 Community Housing Fund Adoption of Town Community Housing Plan The Community Housing Plan may be viewed in its entirety on the Town's website: www.southoldtownny.gov or by contacting the Southold Town Clerks office 631/765-1800. III. SEVERABILITY If any clause, sentence,paragraph, section, or part of this Local Law shall be adjudged by any court of competent jurisdiction to be invalid, the judgment shall not affect the validity of this law as a whole or any part thereof other than the part so decided to be unconstitutional or invalid. (If additional space is needed,attach pages the same size as this sheet,and number each.) DOS-239-f-1(Rev.04/14) 1 IV. EFFECTIVE DATE This Local Law shall take effect immediately upon filing with the Secretary of State as provided by law. 2 (Complete the certification in the paragraph that applies to the filing of this local law and strike out that which is not applicable.) 1. (Final adoption by local legislative body only.) I hereby certify that the local law annexed hereto, designated as local law No. 27 of 20 23. of the (Gounty) (Town)(WHft€) of SOUTHOLD was duly passed by the TOWN BOARD on October 10 20 23, in accordance with the applicable provisions of law. 2. (Passage by local legislative body with approval,no disapproval or re-passage after disapproval by the Elective Chief Executive Officer*.) I hereby certify that the local law annexed hereto, designated as local law No. of 20 of the(County)(City)(Town)(Village)of was duly passed by the on 20 , and was (approved)(not approved)(re-passed after disapproval)by the and was deemed duly adopted on 20 in accordance with the applicable provisions of law. 3. (Final adoption by referendum.) I hereby certify that the local law annexed hereto, designated as local law No. of 20 of the (County)(City)(Town)(Village) of was duly passed by the on 20 , and was (approved)(not approved)(repassed after disapproval)by the on 20 . Such local law was submitted to the people by reason of a(mandatory)(permissive)referendum, and received the affirmative vote of a majority of the qualified electors voting thereon at the (general)(special)(annual) election held on 20 , in accordance with the applicable provisions of law. 4. (Subject to permissive referendum and final adoption because no valid petition was filed requesting referendum.) I hereby certify that the local law annexed hereto, designated as local law No. of 20 of the (County)(City)(Town)(Village) of was duly passed by the on 20 , and was (approved)(not approved) (repassed after disapproval) by the on 20 Such local law was subject to permissive referendum and no valid petition requesting such referendum was filed as of 20 , in accordance with the applicable provisions of law. * Elective Chief Executive Officer means or Includes the chief executive officer of a county elected on a county-wide basis or,If there be none, the chairperson of the county legislative body,the mayor of a city or village, or the supervisor of a town where such officer is vested with the power to approve or veto local laws or ordinances. DOS-239-f-1(Rev.04/14) 3 5. (City local law concerning Charter revision proposed by petition.) I hereby certify that the local law annexed hereto, designated as local law No. of 20 of the City of having been submitted to referendum pursuant to the provisions of section (36)(37) of the Municipal Home Rule Law, and having received the affirmative vote of a majority of the qualified electors of such city voting thereon at the(special)(general) election held on 20 , became operative. 6. (County local law concerning adoption of Charter.) I hereby certify that the local law annexed hereto, designated as local law No of 20 of the County of State of New York, having been submitted to the electors at the General Election of November 20 , pursuant to subdivisions 5 and 7 of section 33 of the Municipal Home Rule Law, and having received the affirmative vote of a majority of the qualified electors of the cities of said county as a unit and a majority of the qualified electors of the towns of said county considered as a unit voting at said general election, became operative. (If any other authorized form of final adoption has been followed,ple a prov' a an appropriate certification.) I further certify that I have compared the preceding local law with the riginal n file in s office and that the same is a correct transcript there from and of the whole of such original local la , and nal adopted in the manner indicated in paragraph 1 , above. i Clerk of h County legislative body, 1ty,Tow or (Seal) Village Verk or officer designated by local legislative body Denis Noncarrow,Town Clerk Date: October 12,2023 DOS-239-f-1(Rev.04/14) 4 RESOLUTION 2023-852 ADOPTED DOC ID: 19536 THIS IS TO CERTIFY THAT THE FOLLOWING RESOLUTION NO. 2023-852 WAS ADOPTED AT THE REGULAR MEETING OF THE SOUTHOLD TOWN BOARD ON OCTOBER 10,2023: WHEREAS,there has been presented to the Town Board of the Town of Southold, Suffolk County,New York, on the 12th day of September, 2023, a Local Law entitled "A Local Law in relation to Chapter 17 - Community Preservation Fund and Community Housing Fund" and, WHEREAS the Town Board of the Town of Southold held a public hearing on the aforesaid Local Law at which time all interested persons will be given an opportunity to be heard, now therefor be it RESOLVED that the Town Board of the Town of Southold hereby ENACTS the proposed Local Law entitled, "A Local Law in relation to Chapter 17 - Community Preservation Fund and Community Housing Fund" reads as follows: LOCAL LAW NO. 27 of 2023 A Local Law entitled, "A Local Law in relation to Chapter 17 - Community Preservation Fund and Community Housing Fund" I. PURPOSE The purpose of this Community Housing Plan is to increase access and opportunities to'fund the creation and maintenance of S diversity of housing types in Southold Town and the Village of Greenport. In addition, the Plan aims to foster management and outreach strategies to form public/private partnerships to benefit all sectors of the Town's and Village's populations. The Plan provides goals and recommendations for expanding community housing opportunities in the Town of Southold and Village of Greenport and was prepared with input from the Town appointed Community Housing Fund Advisory Board, Town Board,Town planners and members of the public. The Plan builds upon the housing goals presented in the 2020 Town of Southold Comprehensive Plan by utilizing data supplemented with a housing needs analysis based upon available socioeconomic census data and public input received through a Housing Survey. II. §17-52 Community Housing Fund Adoption of Town Community Housing Plan The Community Housing Plan may be viewed in its entirety on the Town's website: www.southoldtownny.gov or by contacting the Southold Town Clerks office 631/765-1800. III. SEVERABILITY If any clause, sentence, paragraph, section, or part of this Local Law shall be adjudged by any court of competent jurisdiction to be invalid, the judgment shall not affect the validity of this law Resolution 2023-852 Board Meeting of October 10, 2023 as a whole or any part thereof other than the part so decided to be unconstitutional or invalid. IV. EFFECTIVE DATE This Local Law shall take effect immediately upon filing with the Secretary of State as provided by law. Denis Noncarrow Southold Town Clerk RESULT: ADOPTED [UNANIMOUS] MOVER: Sarah E. Nappa, Councilwoman SECONDER:Jill Doherty, Councilwoman AYES: Nappa, Doroski, Mealy, Doherty, Evans, Russell Updated: 10/12/2023 11:45 AM by Lynda Rudder Page 2 CHAPTER 17 — COMMUNITY HOUSING FUND PH 1. Notice to Adjacent Towns 2. Affidavit for Publication Suffolk Times 3. Affidavit of Posting on Bulletin Board 4. Legal Notice 5. Resolution Postal cO CERTIFIED MAILT. RECEIPT r (Domestic M For ry information visit our t www.usps.coft � � _ q 'rCO C- P stage $ lc a " TO tool, l / ,p M Certified fee'. U) "'. C3 Postmark M Return Reclept Fee. J j;r) Here (Endorsement Required) ._ _. Restricted Delivery Fee (Endorsement Required) r-1 m Total Postage 8 Fees M LI State Park Commission O Sent To C3 Belmont Lake State Park Street Apt.No.; or PO Box No. PO Box 247 city,sieia;ZiP+: Babylon,NY 11702 :r, Certified Mail Provides: ■ A mailing receipt fesjamai aooa aunr'ooee w,ozi sd ■ A unique identifier for your mailpiece ■ A record of delivery kept by the Postal Service for two years Important Reminders: ■ Certified Mail may ONLY be combined with First-Class Mail®or Priority Mail®. ■ Certified Mail is not available for any class of international mail. ■ NO INSURANCE COVERAGE IS PROVIDED with Certified Mail. For valuables,please consider Insured or Registered Mail. ■ For an additional fee,a Return Receipt may be requested to provide proof of delivery.To obtain Return Receipt service,please complete and attach a Return Receipt(PS Form 3811)to the article and add applicable postage to cover the fee.Endorse mailpiece"Return Receipt Requested".To receive a fee waiver for a duplicate return receipt,a USPS®postmark on your Certified Mail receipt is required. ■ For an additional fee, delivery may be restricted to the addressee or addressee's authorized agent.Advise the clerk or mark the mailpiece with the endorsement"Restricted Delivery". ■ If a postmark on the Certified Mail receipt is desired,please present the arti- cle at the post office for postmarking. If a postmark on the Certified Mail receipt is not needed,detach and affix label with postage and mail. IMPORTANT:Save this receipt and present it when making an inquiry. Internet access to delivery information is not available on mall addressed to APOs and FPOs. Postal Lr-9CERTIFIED MAILT. RECEIPT N D. .- m For delivery information visitour website at www.usps.corrisn c13TL Postage r-9 1 , E3 Certified Fee, O Postmark O ReturnReciept Fee; Here (Endorsement Requirsd)., C3 Restricted Delivery Fee 'r9 (Endorsement Required), Total Postage R Fccc ' M S.C. Dept. of Economic Developement O Sent To M &Planning Sweet Apt.N. or PO Box No. H. Lee Dennison BldgAth Fl 100 Vets Mem Hwy/P.O. Box 6100 Hauppauge,NY 11788 Certified Mail Provides: (esenea)a0ozeuer'oossuLodSd ■ A mailing receipt ■ A unique identifier for your mailpiece ■ A record of delivery kept by the Postal Service for two years Important Reminders: ■ Certified Mail may ONLY be combined with First-Class Mail®or Priority Mail®. ■ Certified Mail is not available for any class of international mail. I . ■ NO INSURANCE COVERAGE IS PROVIDED with Certified Mail. For valuables,please consider Insured or Registered Mail. ■ For an additional fee,a Return Receipt may be requested to provide proof of delivery.To obtain Return Receipt service,please complete and attach a Return Receipt(PS Form 3811)to the article and add applicable postage to cover the fee.Endorse mailpiece"Return Receipt Requested".To receive a fee waiver for a duplicate return receipt,a USPS®postmark on your Certified Mail receipt is required. s For an additional fee, delivery may be restricted to the addressee or addressee's authorized agent.Advise the clerk or mark the mailpiece with the endorsement"Restricted Delivery" ■ If a postmark on the Certified Mail receipt is desired,please present the arti- cle at the post office for postmarking. If a postmark on the Certified Mail receipt is not needed,detach and affix label with postage and mail. IMPORTANT: Save this receipt and present it when making an inquiry. Internet access to delivery information is not available on mail addressed to APOs and FPOs. PGForm O811.July nu20PSN rsoo*u-0oo*ono Domestic Return Receipt | USPS TRACKNG# First-Class Mail Postage&Fees Paid USPS Permit No.G-10 9590 9402 7131 1251 6916 47 United States •Sender:Please print your name,address,and ZIP+4®in this boxe Postal Service OFFICE OFTHETOWN CLERK RECEIVED TOWN OF SOUTHOLD DENIS NONCAMMOW,TOWN CLERK PO-'9OX 1179 SEp 2 8 2(23 SOUTHOLD,NY 11971 Southold Town C"lerk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . J COUNTY OF SUFFOLK �1 STEVEN BELLONE SUFFOLK COUNTY EXECUTIVE DEPARTMENT OF ECONOMIC DEVELOPMENT AND PLANNING SARAH LANSDALE CHRISTOPHER GONZALEZ COMMISSIONER ELISA PICCA CHIEF DEPUTY COMMISSIONER DEPUTY COMMISSIONER September 26,2023 Town of Southold 53095 Main Road P.O. Box 1179 Southold,NY 11971 Attn: Denis Noncarrow,Town Clerk Applicant: Town of Southold Zoning Action: Adopted Reso 2023-811 Proposed Local Law Amending Chapter 17 Community Preservation Fund S.C.P.D.File No.: SD-23-LD Dear Mr.Noncarrow: Pursuant to the requirements of Sections A 14-14 to A 14-25 of the Suffolk County Administrative Code,the above referenced application which has been submitted to the Suffolk County Planning Commission is considered to be a matter for local determination as there is no apparent significant county-wide or inter-community impact(s). A decision of local determination should not be construed as either an approval or disapproval. Very truly yours, 6 By Christine DeSalvo Andrew P. Freleng, Chief Planner Division of Planning&Environment APF/cd -009911(631)853-5191 LEE DENNISON BLDG 1100 VETERANS MEMORIAL HWY,2^d FI■P.O.BOX 6100■HAUPPAUGE,NY 11766 i RESOLUTION SUMMARY 2023-8471 This resolution sets a public hearing to consider certain changes to Chapter 245 "Taxation" and specifically 245-1 "Senior Citizen Exemption" and Section 245-11 "Exemption for Volunteer Fire Fighters and Ambulance Workers". The proposed amendment to be considered by the Board alters the language of Chapter 245-1 "Senior Citizen Exemption" to comport with the recently enacted §466 of the New York State Real Property Tax Law, and, further, seeks to modify the definition of "income" for tax exemption purposes to include distributions from Individual Retirement Accounts and Individual Retirement Annuities. The proposed amendment to be considered by the Board also alters language of Chapter 245-11 "Exemption for Volunteer Fire Fighters and Ambulance Workers" by reducing the residency requirement of a volunteer fire fighter or ambulance worker, whose primary residence is within the Town, from 5 years to 2 years to be eligible for such exemption. The full text of this proposed law can be found on the Town's website and posted on the Clerk's bulletin board. RESOLUTION SUMMARY 2023-851 ' The purpose of this public hearing is to consider the transfer of 1.61 Sanitary Flow Credits at the request of the applicant, Laoudis LLC, in conjunction with the parcel known as SCTM# 1000-61-4- 22 located at 54280 Main Road in Southold, in the Southold School District, and in conjunction with applicant's development plan at the parcel located in the Hamlet Business District (HB) to create one "as built" professional office, fitness studio and three (3) accessory apartments at the aforementioned property. SOLUTION SUMMARY 2023-852 The purpose of this public hearing is to consider a local law entitled "Community Preservation Fund and Community Housing Fund". The purpose of this Community Housing Plan is to increase access and opportunities to fund the creation and maintenance of a diversity of housing types in Southold Town and the Village of Greenport. In addition, the Plan aims to foster management and outreach strategies to form public /private partnerships to benefit all sectors of the Town's and Village's populations. The Plan provides goals and recommendations for expanding community housing opportunities in the Town of Southold and Village of Greenport. Be advised that this public hearing is purposed solely for the consideration of this new local law entitled "Community Preservation Fund and Community Housing Fund" and this Board will accept comments into the record solely on the merits of the proposed local law. All other comments, including those concerning specific parcels within the Town, will not be permitted during this public hearing and must await invitation by the Supervisor at the end today's agenda. RESOLUTION SUMMARY 2023-847 This resolution sets a public hearing to consider certain changes to Chapter 245 "Taxation" and specifically 245-1 "Senior Citizen Exemption" and Section 245-11 "Exemption for Volunteer Fire Fighters and Ambulance Workers". The proposed amendment to be considered by the Board alters the language of Chapter 245-1 "Senior Citizen Exemption" to comport with the recently enacted §466 of the New York State Real Property Tax Law, and, further, seeks to modify the definition of "income" for tax exemption purposes to include distributions from Individual Retirement Accounts and Individual Retirement Annuities. The proposed amendment to be considered by the Board also alters language of Chapter 245-11 "Exemption for Volunteer Fire Fighters and Ambulance Workers" by reducing the residency requirement of a volunteer fire fighter or ambulance worker, whose primary residence is within the Town, from 5 years to 2 years to be eligible for such exemption. The full text of this proposed law can be found on the Town's website and posted on the Clerk's bulletin board. RESOLUTION SUMMARY 2023-85V 0 The purpose of this public hearing is to consider the transfer of 1.61 Sanitary Flow Credits at the request of the applicant, Laoudis LLC, in conjunction with the parcel known as SCTM# 1000-61-4- 22 located at 54280 Main Road in Southold, in the Southold School District, and in conjunction with applicant's development plan at the parcel located in the Hamlet Business District (HB) to create one "as built" professional office, fitness studio and three (3) accessory apartments at the aforementioned property. RESOLUTION SUMMARY 2023=850.. �The purpose of this public hearing is to consider a local law entitled "Community Preservation Fund and Community Housing Fund". The purpose of this Community Housing Plan is to increase access and opportunities to fund the creation and maintenance of a diversity of housing types in Southold Town and the Village of Greenport. In addition, the Plan aims to foster management and outreach strategies to form public /private partnerships to benefit all sectors of the Town's and Village's populations. The Plan provides goals and recommendations for expanding community housing opportunities in the Town of Southold and Village of Greenport. Be advised that this public hearing is purposed solely for the consideration of this new local law entitled:"Community Preservation Fund and Community Housing Fund" and this Board will accept comments into the record solely on the merits of the proposed local law. All other comments, including those concerning specific parcels within the Town, will not be permitted during this public hearing and must await invitation by the Supervisor at the end today's agenda. .4 _ s� ' �y� C STATE OF NEW YORK) SS: COUNTY OF SUFFOLK) Denis Nonearrow,Town Clerk of the Town of Southold,New York being duly sworn, says that on the 20th day of September,2023, a notice of which the annexed printed notice is a true copy was affixed, in a proper and substantial manner, in a most public place in the Town of Southold, Suffolk County,New York,to wit: Town Clerk's Bulletin Board, 53095 Main Road, Southold,New York and the Southold Town Website: www.southoldtownny. og_v P.H.—9/26/23 @ 4:30 P.M.—Ch. 17- Commun' ousing Fund D N nc ow Southold Town Clerk Sworn to before me on the 20th day of September, 2023 Notary Public JENNIFER M MUDD NOTARY PUBUC,STATE OF NEW YORK Registration No.OIMUS429053 Qualified In Suffolk County My Commisslon Expires February 07.20 Times Review Media Group Invoice #: b7136b83 r The Suffolk Times Date: 09/18/2023 Bill To Customer Email SOUTHOLD TOWN CLERK lynda.rudder@town.southold.ny.us i Affidavits will be mailed or emailed (as ordered) 7 days AFTER THE LAST INSERTION DATE. ®escription. ` P'ublish'.®ate _ Arnourat, PUBLIC 09/21/2023 $52.37 Affidavit(eMail) 1 $25.00 Affidavit(Mail) 0 $0.00 Total: $77.37 Please remit checks payable to: Balance: $77.37 Times Review Media Group PO Box 9500 Mattituck, NY 91952 The invoice number MUST be included on your check to ensure that your payment is applied correctly. LEGAL NOTICE NOTICE OF PUBLIC HEARING NOTICE IS HEREBY GIVEN,there has been presented to the Town Board of the Town of Southold, Sugolk County, New York, on the 12 day of September,2023, a Local Law entitled"A Local Law in relation to Chapter 17- Community Preservation Fund and Community Housina Fund" and, NOTICE IS HEREBY FURTHER GIVEN,that the Town Board of the Town of Southold will hold a public hearing on the aforesaid Local Law at Southold Town Hall,53095 Main R td,Southold, New York,on the 26 day of September,2023 at 4:30 p.m.at which time all interested persons will be given an opportunity to be heard. The proposed Local Law entitled, "A Local Law in relation to Chapter 17-Community Preservation Fund and Community Housing Fund"reads as follows: LOCAL LAW NO. 2023 A Local Law entitled, "A Local Law in relation to Chanter 17- Community Preservation Fund and Community Housing Fund" II. §17-52 Community Housing Fund Adoption of Town Community Housing Plan The Community Housing Plan may be viewed in its entirety on the Town's website: www.southoldtownny.gov or by contacting the Southold Town Clerks office 631/765-1800. III. SEVERABILITY If any clause,sentence, paragraph, section, or part of this Local Law shall be adjudged by any court of competent jurisdiction to be invalid, the judgment shall not affect the validity of this law as a whole or any part thereof other than the part so decided to be unconstitutional or invalid. IV. EFFECTIVE DATE This Local Law shall take effect immediately upon filing with the Secretary of State as provided by law. BY ORDER OF THE T�WN BOARD Dated: September 12t ,2023 DENIS NONCARROW,SOUTHOLD TOWN CLERK o��gUFFO(,�co _ DENIS NONCARROW =� G.f� Town Hall,53095 Main Road TOWN CLERK p P.O.Box 1179 W Z Southold,New York 11971 REGISTRAR OF VITAL STATISTICS p Fax(631)765-6145 MARRIAGE OFFICEROl �aO� Telephone(631)765-1800 RECORDS MANAGEMENT OFFICER www.southoldtownny.gov FREEDOM OF INFORMATION OFFICER OFFICE OF THE TOWN CLERK TOWN OF SOUTHOLD September 20, 2023 PLEASE TAKE NOTICE that the Town Board of the Town of Southold will hold a PUBLIC HEARING on the proposed Local Law listed below on September 261h,2023 at 4:30 p.m., at the Southold Town Hall, 53095 Main Road, Southold,NY: A Local Law in relation to Chapter 17- Community Preservation Fund and Community Housing Fund Please sign the duplicate of this letter and return to me at your earliest convenience. It is imperative that you return this receipt whether you are an outside entity or a Town Department. Thank you. Denis Noncarrow Southold Town Clerk Attachme�nts cc: ./Suffolk County Dept of Planning Long Island State Park Commission 7 003 3110 0001 85L41 3751 Email:hown of Riverhead Town of Shelter Island ./Town of Southampton ✓Southold Building Dept Southold Planning Dept ✓Southold Trustees Southold Assessors ✓Southold ZBA Village of Greenport Signature, Received by Date Please print name Title DUPLICATE TO BE SIGNED AND RETURNED TO SOUTHOLD TOWN CLERK o ,SUFFoc,�eo DENIS NONCARROW h� G.y Town Hall,53095 Main Road TOWN CLERK p P.O.Box 1179 y 2 Southold,New York 11971 REGISTRAR OF VITAL STATISTICS Fax(631)765-6145 MARRIAGE OFFICERy RECORDS MANAGEMENT OFFICER ��,( .� Telephone 765-1800 FREEDOM OF INFORMATION OFFICER www.southoldtldtownny.gov OFFICE OF THE TOWN CLERK TOWN OF SOUTHOLD September 20, 2023 PLEASE TAKE NOTICE that the Town Board of the Town of Southold will hold a PUBLIC HEARING on the proposed Local Law listed below on September 26t',2023 at 4:30 p.m., at the Southold Town Hall, 53095 Main Road, Southold,NY: A Local Law in relation to Chapter 17- Community Preservation Fund and Community Housing Fund Please sign the duplicate of this letter and return to me at your earliest convenience. It is imperative that you return this receipt whether you are an outside entity or a Town Department. Thank you. Denis Noncarrow Southold Town Clerk Attachments cc: Suffolk County Dept of Planning Long Island State Park Commission -7003 3110 0001 8549 37(AS Email: Town of Riverhead Town of Shelter Island Town of Southampton Southold Building Dept Southold Planning Dept Southold Trustees Southold Assessors Southold ZBA Village of Greenport Signature, Received by Date Please print name Title DUPLICATE TO BE SIGNED AND RETURNED TO SOUTHOLD TOWN CLERK DENIES NONCARROW aZ� OGlbwn Hall,68096 Main Road TOWN CLERK P.O.Bos 1179 Southold,New York 11971 REGISTRAR OF VITAL STATISTICS p Fax(681)766-6145 MARRIAGE OFFICER 'f',,�® ��'' Telephone(631)766-1800 RECORDS MANAGEMENT OFFICER l www.southoIdtownny.gov FREEDOM OF INFORMATION.OFFICER ' OFFICE.OF'T13E,TOWN'CLFXK TOWN OF SOUTHOLD September 20,2023 PLEASE TAKE NOTICE that the Town Board of the Town of Southold will hold a PUBLIC HEARING on the proposed Local Law listed below on September 26th,2023 at 4:30'n:m..at the Southold Town Hall, 53095 Main Road, Southold,NY: A.Local Law in relati6n to Chatter 17-:Comnaunity.Preservation=Fund`and Community-Housing Fund i PIease sizn the duplicate of this letter and-return to me at your,earliest convenience.. It is imperative that you return this receipt whether.-y are an outside entity.or�a Town Deliartment. Thankyou. enis AIoucaiow' Southold Town Clerk Attachments cc: Suffolk County Dept of Planning Long Island-State Park Commission Email: Town of Riverhead Town of Shelter Island Town of Southampton Southold Building Dept c Southold Planning Dept Southold Trustees ,y X Southold Assessors Southold ZBA rn Village of Greenport cn rn `0 n c o M q y m Si a e,Received by Date -0_n rn r-n �Ci1M aTTd�'C� "bc �i,��m GcJlt. Please print name Title DUPLICATE TO BE SIGNED AND RETURNED TO SOUTHOLD TOWN CLERK �G Town Hall,53095 Main Road DENIS NONCARROW TOWN CLERK P.O.Box 1179 C,v Southold,New York 11971 REGISTRAR OF VITAL STATISTICSFax(631)765-6145 MARRIAGE OFFICER ' ; Telephone(631)765-1800 RECORDS MANAGEMENT OFFICER www.southoldtownny-gov FREEDOM OF INFORMATION OFFICER OFFICE OF THE TOWN CLERK TOWN OF SOUTHOLD September 20,2023 PLEASE TAKE NOTICE that the Town Board of the Town of Southold will hold a PUBLIC HEARING on the proposed Local Law listed below on,September 260',2023 at,4 30:n.m.; at the Southold Town Hall, 53095 Main Road, Southold,NY: A Local Law in relation to'Chanter 17 Community Preservation Fuad au'd Coniriiunity Flousiag Fund - 1 i .Please sign the dualicafe of this letter,And return to zite at vour earliest eonveaience. It is iznperative::that You refurzi this reeeint whether You are an outside entity ora Town Department. Thank-YOU.. eros Nohearrow SoutholdTown Clerk Attachments cc: Suffolk County Dept of Planning Long Island State Park Commission Email: Town of Riverhead Town of Shelter Island Town of Southampton Southold Building Dept Southold Planning Dept Southold Trustees Southold Assessors Southold ZBA Village of Greenport Sign , .re Received by Date aa, Please print name Title DUPLICATE TO BE SIGNED AND RETURNED TO SOUTHOLD TOWN CLERK DENIS NONCARROW �v�© /. Town Hall,53095 Main Road TOWN CLERKP.O.Box 1179 cm err Southold,New York 11971 REGISTRAR OF VITAL STATISTICS lap Fax(631)765-6145 MARRIAGE OFFICER �r9� t�� Telephone(631)765-1800 RECORDS MANAGEMENT OFFICER www.southoldtownnygov FREEDOM OF INFORMATION OFFICER OFFICE OF THE TOWN CLERK TOWN OF SOUTHOLD September 20,2023 PLEASE TAKE NOTICE that the Town Board of the Town of Southold will hold a .UBLIC-HEE on the proposed Local Law listed below on September.26'N 202-tat 4i3.0.n.m.,.at the Southold Town Hall,53095 Main Road, Southold,'NY: A LoeaI Law in relation to Chanter 17 Community Preservation Fund and Community Housing Tund Please siun the duplicate of this Iettcr and-return to me at'vour earliest convenience. 'If is,imperatiye that, you return this receipt whether you arc an outside entity or a Town Department. Thank you. gnisloncarrow Southold Town Clerk Attachments cc: Suffolk County Dept of Planning Long Island State Park Commission Email: Town of Riverhead Town of Shelter Island Town of Southampton Southold Building Dept Southold Planning Dept Southold Trustees Southold Assessors Southold ZBA Village of Greenport 12��2 ignature,Received�by Date c,��S'�t�t., � ►'CSC'��5 , Please print name Title DUPLICATE TO BE SIGNED AND RETURNED TO SOUTHOLD TOWN CLERK DENTS NONCARROW ��"~ .� Town Hall,53095 Main Road TOWN CLERK a :� P.O.Box 1179 y Southold,New York 11971 REGISTRAR OF VITAL STATISTICS k X. Fax(631)765-6145 MARRIAGE OFFICER ��. G`�' Telephone(631)765-1800 RECORDS MANAGEMENT OFFICER `�.C' ' www,8outholdtownnygov FREEDOM OF INFORMATION OFFICER OFFICE OF THE TOWN CLERK TOWN OF SOUTHOLD September 20,2023 PLEASE TAKE NOTICE that the Town Board of the Town of Southold will hold a PUBLIC HEARING on the proposed Local Law listed below on September 26'1',2023 at X1:30 p.m.,at the Southold Town Hall,53095 Main Road, Southold,NY: A Local La-w in relation to Chanter 17-Community Preservation fund and Community Housing Fund Please sign the duplicate of this letter anti return to me at your earliest convenience. It is imperative that you return this receipt whether you are an outside entity or a Town Department: Thank you. &sNoncarrow Southold Town Clerk Attachments cc: Suffolk County Dept of Planning Long Island State Park Commission Email: Town of Riverhead Town:of Shelter Island Town of Southampton Southold Building Dept Southold Planning Dept Southold Trustees Southold Assessors Southold ZBA Village of Greenport x zt,�7_- Signature,Received by Date Please print name Title DUPLICATE TO BE SIGNED AND RETURNED TO SOUTHOLD TOWN CLERK o�OgUFEOt,��,oG DENIS NONCARROW ,�� y Town Hall,53095 Main Road TOWN CLERK ® P.O.Box 1179 coo Southold,New York 11971 REGISTRAR,OF VITAL STATISTICS p .'F Fax(631)765-6145 MARRIAGE OFFICER Telephone(631)765-1800 RECORDS MANAGEMENT OFFICER �ol _ �a www.southoldtownnygov FREEDOM OF INFORMATION OFFICER OFFICE OF THE TOWN CLERK TOWN OF SOUTHOLD September 20,2023 PLEASE TAKE NOTICE that the Town Board of the Town of Southold will hold a PUBLIC HEARING on the proposed Local Law listed below on September 260,2023 at.4:30 min.,at the Southold Town Hall, 53095 Main Road, Southold,NY: A Local Law in relation to Chanter 17-Community Preservation Fund and-Community Housing Fund Please sign the duplicate of this letter and,:return to me at vour earliest convenience. It is imperative that you return this receipt whether-You are an-.outside entity or a Town Department. Thank you. Denis,Noncarrow Southold Town Clerk Attachments cc: Suffolk County Dept of Planning Long Island State Park Commission Email: Town of Riverhead Town of Shelter Island Town of Southampton Southold Building Dept Southold Planning Dept Southold Trustees Southold Assessors Southold ZBA Village of Greenport l � q Signature, ReceiM by Date loe Please print name Title DUPLICATE TO BE SIGNED AND RETURNED TO SOUTHOLD TOWN CLERK ®�®J'AfFOLIr ® DENIS NONCARROW b� �.� Town Hall,53095 Main Road TOWN CLERK ® P.O.Box 1179 c� Southold,New York 11971 REGISTRAR OF VITAL STATISTICS (P .� Fax(631)765-6145 MARRIAGE OFFICER Telephone(631)765-1800 RECORDS MANAGEMENT OFFICER ®� `� www.southoldtownny.gov FREEDOM OF INFORMATION OFFICER RECEIVED OFFICE OF THE TOWN CLERK TOWN OF SOUTHOLD S E P 2 8 2023 September 20, 2023 Southold Town Clerk PLEASE TAKE NOTICE that the Town Board of the Town of Southold will hold a PUBLIC HEARING on the proposed Local Law listed below on September 2611, 2023 at 4:30 p.m., at the Southold Town Hall, 53095 Main Road, Southold,NY:_ A Local Law in relation to Chapter 17- Community Preservation Fund and Community Housing Fund Please sign the duplicate of this letter and return to me at your earliest convenience. It is imperative that you return this receipt whether you are an outside entity or a Town Department. Thank you. Denis Noncarrow Southold Town Clerk Attachments cc: Suffolk County Dept of Planning Long Island State Park Commission Email: Town of Riverhead Town of Shelter Island Town of Southampton Southold Building Dept Southold Planning Dept Southold Trustees Southold Assessors Southold ZBA Village of Greenport -zs-� 3 Oignataure, Received by Date Please print name Title DUPLICATE TO BE SIGNED AND RETURNED TO SOUTHOLD TOWN CLERK 3�►17�: • • •!<K7�Il����i+.'/6Y9x•��C•I►�L•L�I�I��P/�;l' ■.Complete items 1,2,and 3. A. Signature ■ Inrint,your name and address on the reverse X V (91, f' 13 Agent so that we can return the card to you. / r ❑Addressee 1111111 Attach this card to the back of the mailpiece, B. Receive by(Prinf� Name) C. Date of Delivery or on the front if space permits. U 1. Article Addressed to: D. Is delivery address different from item 17 Yes If YES,enter delivery address below: ❑No LI State Park Commission Belmont Lake State Park PO Box 247 Babylon,NY 11702 ---- --- -------' 3. Seryice Type . ❑Priority Mail Express® III'III'IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII �jRestricted Delivery ❑ elied Mail Restrict0 S: ed Carl ife13 Registered Ma!lTM dMal® Delivery 9590 9402 7131 1251 6916 54 ❑Certified Mail Restricted Delivery 11 Signature Confirmation"m ❑Collect on Delivery ❑Signature Confirmation 2. -(rransfer-from_service-label)--.__ ❑.Collect on Delivery Restricted Delivery Restricted Delivery i ; j i `j ` i —' °; +r ❑insured Mail 7 003, 31101100,01 ' 8549 1 `3"7 68; f ' ❑Insured Mall Restricted Delivery (over$500) PS Form 3811,July 2020 PSN 7530-02-000-9053 Domestic Return Receipt USPS TRACKING# First-Class Mail Postage&Fees Paid USPS Permit No.G-10 9590 9402 7131 1251 6916 54 Unite States •Sender:Please print your name,address,and ZIP+4®in this box• Postal Service OFFICE OF THE TOWN CLERK TOWN OF SOUTHOLD 1 DENIS NONCARROW,TOWN CLERK PO BOX 1179 SOUTHOLD,NY 11971 DENIS NONCAR.ROW �� �.y Town Hall,53095 Main Road TOWN CLERK o P.O.Box 1179 C4 $ Southold,New York 11971 REGISTRAR OF VITAL STATISTICS �® ® Fax(631)765-6145 MARRIAGE OFFICER '�'�® ®� Telephone(631)765-1800 RECORDS MANAGEMENT OFFICER d www.southoldtownny.gov FREEDOM OF INFORMATION OFFICER RECEIVED OFFICE OF THE TOWN CLERK TOWN OF SOUTHOLD SSP 2 9 2023 September 20, 2023 Southold Town Clerk PLEASE TAKE NOTICE that the Town Board of the Town of Southold will hold a PUBLIC HEARING on the proposed Local Law listed below on September 261h, 2023 at 4:30 p.m., at the Southold Town Hall, 53095 .Main Road, Southold,NY: A Local Law in relation to Chapter 17- Community Preservation Fund and Community Housing Fund Please sign the duplicate of this letter and return to me at your earliest convenience. It is imperative that you return this receipt whether you are an outside entity or a Town Department. Thank you. g4�)&WtU� Denis Noncarrow Southold Town Clerk Attachments cc: Suffolk County Dept of Planning Long Island State Park Commission Email: Town of Riverhead Town of Shelter Island Town of Southampton Southold Building Dept .Southold Planning Dept Southold Trustees Southold Assessors Southold ZBA Village of Greenport pgn04 e, Received by Dater Please print name Title DUPLICATE TO BE SIGNED AND RETURNED TO SOUTHOLD TOWN CLERK COUNTY OF SUFFOLK STEVEN BELLONE SUFFOLK COUNTY EXECUTIVE DEPARTMENT OF ECONOMIC DEVELOPMENT AND PLANNING SARAH LANSDALE CHRISTOPHER GONZALEZ COMMISSIONER ELISA PICCA CHIEF DEPUTY COMMISSIONER DEPUTY COMMISSIONER September 26,2023 Town of Southold 53095 Main Road P.O. Box 1179 Southold,NY 11971 Attn: Denis Noncarrow, Town Clerk Applicant: Town of Southold Zoning Action: Adopted Reso 2023-811 Proposed Local Law Amending Chapter 17 Community Preservation Fund S.C.P.D. File No.: SD-23-LD Dear Mr.Noncarrow: Pursuant to the requirements of Sections A 14-14 to A 14-25 of the Suffolk County Administrative Code,the above referenced application which has been submitted to the Suffolk County Planning Commission is considered to be a matter for local determination as there is no apparent significant county-wide or inter-community impact(s). A decision of local determination should not be construed as either an approval or disapproval. Very truly yours, By Christine DeSalvo Andrew P. Freleng, Chief Planner Division of Planning&Environment APF/cd LEE DENNISON BLDG ■ 100 VETERANS MEMORIAL HWY,2nd FI 0 P.O.BOX 6100■ HAUPPAUGE,NY 11788-0099■ (631)853-5191 LEGAL NOTICE NOTICE OF PUBLIC HEARING NOTICE IS HEREBY GIVEN, there has been presented to the Town Board of the Town of Southold, Suffolk County,New York, on the 12th day of September, 2023, a Local Law entitled "A Local Law in relation to Chapter 17- Community Preservation Fund and Community Housing Fund" and, NOTICE IS HEREBY FURTHER GIVEN,that the Town Board of the Town of Southold will hold a public hearing on the aforesaid Local Law at Southold Town Hall, 53095 Main Road, Southold,New York, on the 26" day of September,2023 at 4:30 p.m. at which time all interested persons will be given an opportunity to be heard. The proposed Local Law entitled, "A Local Law in relation to Chapter 17 - Community Preservation Fund and Community Housing Fund" reads as follows: LOCAL LAW NO. 2023 A Local Law entitled, "A Local Law in relation to Chapter 17 - Community Preservation Fund and Community Housing Fund" BE IT ENACTED by the Town Board of the Town of Southold as follows: I. PURPOSE The purpose of this Community Housing Plan is to increase access and opportunities to fund the creation and maintenance of a diversity of housing types in Southold Town and the Village of Greenport. In addition,the Plan aims to foster management and outreach strategies to form public/private partnerships to benefit all sectors of the Town's and Village's populations. The Plan provides goals and recommendations for expanding community housing opportunities in the Town of Southold and Village of Greenport and was prepared with input from the Town appointed Community Housing Fund Advisory Board, Town Board, Town planners and members of the public. The Plan builds upon the housing goals presented in the 2020 Town of Southold Comprehensive Plan by utilizing data supplemented with a housing needs analysis based upon available socioeconomic census data and public input received through a Housing Survey. II. §17-52 Community Housing Fund Adoption of Town Community Housing Plan The Community Housing Plan may be viewed in its entirety on the Town's website: www.southoldtownny.gov or by contacting the Southold Town Clerks office 631/765-1800. III. SEVERABILITY If any clause, sentence, paragraph, section, or part of this Local Law shall be adjudged by any court of competent jurisdiction to be invalid, the judgment shall not affect the validity of this law as a whole or any part thereof other than the part so decided to be unconstitutional or invalid. IV. EFFECTIVE DATE This Local Law shall take effect immediately upon filing with the Secretary of State as provided by law. BY ORDER OF THE TOWN BOARD Dated: September 12th, 2023 DENIS NONCARROW SOUTHOLD TOWN CLERK Southold Town Board - Letter Board Meeting of September 12, 2023 creation and maintenance of a diversity of housing types in Southold Town and the Village of Greenport. In addition, the Plan aims to foster management and outreach strategies to form public/private partnerships to benefit all sectors of the Town's and Village's populations. The Plan provides goals and recommendations for expanding community housing opportunities in the Town of Southold and Village of Greenport and was prepared with input from the Town appointed Community Housing Fund Advisory Board, Town Board,Town planners and members of the public. The Plan builds upon the housing goals presented in the 2020 Town of Southold Comprehensive Plan by utilizing data supplemented with a housing needs analysis based upon available socioeconomic census data and public input received through a Housing Survey. The Community Housing Plan may be viewed in its entirety on the Town's website: southoldtownny. gov or by contacting the Southold Town Clerks office 631/765-1800. z Denis Noncarrow Southold Town Clerk RESULT: ADOPTED [UNANIMOUS] MOVER: Greg Doroski, Councilman SECONDER:Sarah E.Nappa, Councilwoman AYES: Nappa, Doroski, Mealy, Doherty, Evans, Russell Generated September 13,-2023 Page 66 Appendix A- County Referral Form Appendix A—Suffolk County Planning Commission Guidebook SuffolkCounty ' Commission Submission CoverForm ForPlanning and Zoning Referrals Municipality: Town of Southold Hamlet:- Local Case Number: 2023-8.11 District: 1000 Section; Block: Lot: Local Meeting Date: 9/12/2023 Application/Action Name: Ch 17 Comm IInity� HnIisinn�d_ Public Hearing: W Yes ❑ No Referrinct Agency, TVao.of Referral: SEQRA Action: ❑Planning Board or Commission ❑New ❑EAF ❑Draft EIS ❑Positive Declaration EI Zoning Board of Appeals ❑Expansion ❑Lead Agency ❑Final EIS ❑Negative Declaration R Town Board/Village Board of CK Modification ❑Draft Scope ❑Findings Trustees Brief description of application or proposed action: Amend Ch 17 CommunitV HoitSinn Fund to increase access and opportunities to fund the creation and maintenancLn of:; riiyercitV of hoiisinn types in Southold Town and the Village of Greenport Type of Action Please check appropriate box below if action is located within the Suffolk County Pine Barrens Zone,within one mile of a nuclear power plant or airport or within 500 feet of., • A municipal boundary; The boundary of any existing or proposed county,state,or federal park or other recreation area; The right-of-way of any existing or proposed county or state road; An existing or proposed county drainage channel line; • The Atlantic Ocean,Long Island Sound,any bay In Suffolk County or estuary of any of the foregoing bodies of water, • The boundary of county,state,or federally owned land held or to be held for governmental use; • The boundary of a farm located in an agricultural district. ❑ Comprehensive Plan(Adoption or Amendment) ❑Subdivision ❑Zoning Ordinance or Map(Adoption or Amendment) ❑ Use Variance IN Code Amendment ❑Area Variance ❑Official Map ❑Special Use Permit/Exception/Conditional Use ❑ Moratorium ❑Site Plan Note:The above represents a summary of the required actions subject to referral to the Suffolk County Planning Commission. The provisions of GML and Laws of Suffolk County must be used to verify which actions are subject to referral and the related procedural requirements, Additional Application Information Action Previously Referred to Suffolk County Planning Commission ❑Yes N No (If yes,Date ) • Adjacent Municipality Notified(see NYS GML 239 nn) C$Yes ❑No ❑N/A • Located Within Long Island Pine Barrens Zone ❑Yes X No • Workforce/Affordable Housing ❑Yes X No ❑NIA Energy Efficiency ❑Yes X No ❑N/A • Zoning Board of Appeals Approval ❑Yes X No ❑N/A Suffolk County Department of Health Approval/Comments ❑Yes xi No ❑N/A • New York State Dept.of Environmental Conservation Approval/Comments 13 Yes 6G No ❑N/A • New York State/Suffolk County Dept.of Public Works ApprovallComments ❑Yes R No ❑N/A • Suffolk County Sanitary Code Article 6,Groundwater Management Zone- ❑1 [:111 ❑III ❑IV ❑V ❑VI ❑VII ❑VIII Contact Information Municipality Contact Name: Scott A Russell Supervisor Department/Agency: Town Board, Town of Southold Phone Number: 631-765-1800 Email Address: den isn southoldtownnv.gov Applicant Contact Name: Denis Noncarrow, Town C'IPrk Applicant Address: 53095 Main Road, PO Box 1179 Southold NY 11971 Born, Sabrina From: Born, Sabrina Sent: Thursday, September 21, 2023 8:46 AM To: LL Referral Notice-Suff Co Ping (Plannin.ugpi9cmyw7vgOoku@u.box.com) Subject: County Referral Form Attachments: Ch. 17 Comnty Hsng. Fund Referral Form_20230921084834.pdf Good Morning, Please see attached referral form. Thank you, ,S444f4x6aw Sabrina M. Born Sub-Registrar& Deputy Town Clerk Senior Account Clerk Southold Town Clerk's Office 53095 Route 25 - P.O. Box 1179 Southold,NY 11971 Ph: 631-765-1800 ext. 1226 Fax: 631-765-6145 Your message is ready to be sent with the following file or link attachments: Ch. 17 Comnty Hsng. Fund Referral Form_20230921084834.pdf Note:To protect against computer viruses, e-mail programs may prevent sending or receiving certain types of file attachments. Check your e-mail security settings to determine how attachments are handled. 1 Southold Town Board - Letter Board Meeting of September 12, 2023 RESOLUTION 2023-811 Item # 5.46 ADOPTED DOC ID: 19507 THIS IS TO CERTIFY THAT THE FOLLOWING RESOLUTION NO. 2023-811 WAS ADOPTED AT THE REGULAR MEETING OF THE SOUTHOLD TOWN BOARD ON SEPTEMBER 12, 2023: WHEREAS, the Peconic Bay Region Community Housing Act (Act) was signed by the NYS Governor in October 2021; and WHEREAS;the Act gave the five East End Towns the authority to establish a Community Housing Fund (CHF) to expand housing opportunities; and WHEREAS, the Act required a local referendum creating a 0.5%transfer tax; and WHEREAS,the Town Board requested the Planning Board draft a Southold Community Housing Plan as a part of the Southold Town Comprehensive Plan; and WHEREAS, a Community Housing Fund Advisory Board was appointed in September 2022 to assist in drafting the Southold Community Housing Plan; and WHEREAS,the local referendum was passed by Southold voters in November 2022; and WHEREAS, the Draft Southold Community Housing Plan was completed in April of 2023; and WHEREAS, the Village of Greenport is a participant of and beneficiary of the Southold Community Housing Plan; and WHEREAS, several informational meetings were held town wide on the Plan; and WHEREAS, a public hearing is now required to allow input of all interested parties and to permit the Town Board to consider adoption of the proposed Housing Plan; therefore be it RESOLVED,that the Town Board of the Town of Southold will hold a public hearing on the aforesaid Local Law at Southold Town Hall, 53095 Main Road, Southold,New York, on the 261h day of September, 2023 at 4:30 p.m. at which time all interested persons will be given an opportunity to be heard. The proposed Local Law entitled, "A Local Law in relation to Chapter 17 - Community Housing Fund, reads as follows: The purpose of this Community Housing Plan is to increase access and opportunities to fund the Generated September 13, 2023 Page 65 From: Cerezo, Mara Sent: Friday, September 1, 2023 11:09 AM To: Russell, Scott; Doherty,Jill; Evans, Louisa; Nappa, Sarah; Mealy, Brian; Doroski, Greg Cc: Tomaszewski, Michelle; Noncarrow, Denis; Mirabelli, Melissa;Terry, Mark; DeChance, Paul; Lanza, Heather Subject: RE: For Review- Draft Community Housing Plan with Revisions Attachments: 2023-09-01 Community Housing Plan (Highlighted Revisions).pdf Dear Supervisor Russell and Town Board Members, Thank you again for your thoughtful review and consideration of the Draft Community Housing Plan.We have reviewed the comments from Tuesday's meeting, and incorporated revisions to the text based on your feedback and an initial legal review. Please note that some wording may still need to be edited for legal purposes,which we defer to the Town Attorney's office. For your convenience,the sections that have been updated are highlighted in yellow in the attached document and summarized below. • Page(32: Revised "Farmworker Housing Loan". • Page 37: Revised and renamed "Deferred Rental Loan Program" • Page 39: Edited "Benchmarking Progress" • Page 45: Edited note regarding review and approval process. Please let me know if you have any questions or further suggestions on the proposed revisions. Have a wonderful Labor Day weekend! All the best, Mara --------------------------- Mara Cerezo, Planner Southold Town Planning Department 54375 NYS Route 25 P.O. Box 1179 Southold, NY 11971 Phone: 631-765-1938 Email: MaraC@southoldtownny.gov From:Cerezo, Mara Sent: Friday,August 25, 2023 2:17 PM To: Russell,Scott<Scott.Russel I@town.southoId.ny.us>; Doherty,Jill<jill.doherty@town.southold.ny.us>; Evans, Louisa <louisae@town.southold.ny.us>; Nappa, Sarah<sarah.nappa@town.southold.ny.us>; Mealy, Brian <brian.mealy@town.southold.ny.us>; Doroski,Greg<greg.doroski@town.southold.ny.us> Cc:Tomaszewski, Michelle<michellet@town.southold.ny.us>; Noncarrow, Denis<denisn@southoldtownny.gov>; 1 ti Mirabelli, Melissa <melissa.mirabelli@town.southold.ny.us>;Terry, Mark<mark.terry@town.southold.ny.us>; Paul 'DeChance (pauld@southoldtownny.gov)<pauld@southoldtownny.gov> Subject: For Review-Draft Community Housing Plan with Revisions Dear Supervisor Russell and Town Board Members, Thank you for your thoughtful review and consideration of the Draft Community Housing Plan. Based on your on-going conversation surrounding the plan, we have made some revisions and additions to the text. For your convenience,the sections that have been updated are highlighted in yellow in the attached document and summarized below. • Pages 6&7: Included numbers on definitions for affordable and community housing. • Page 16: Updated numbers. • Page 26: Included updated numbers as a footnote.Also added clarification around short-term rental definition. • Page 29:Added statement regarding compliance with fair housing and fair lending laws. • Page 32:Added "Farmworker Housing Loan". • Page 37:Added "Safe and Attainable Housing Loan" (for renters). • Page 39:Added additional stacking loan programs. • Page 39-40:Added `Benchmarking Progress"section. • Page 42: Highlighted that the Community Housing Act does not allow for employee salaries as an eligible cost. Needs further legal review. • Page 43: Noted that this section outlining potential duties is not meant as a job description/duty statement. • Page 45:Added "Outreach and Education to Address the Housing Stigma"section. • Page 46:Added note regarding review and approval process.Affirms authority of the Town Board. • Page 51:Added on-site management requirement in section on 'Best Practices". • Page 61:Added footnote for how the public can view affordable housing concepts under review. • Page 62: Included most recent version of the "Maximum Home Purchase Price and Monthly Rental Amounts for Southold". Please let me know if you have any questions or further suggestions on the proposed revisions. Have a wonderful weekend! All the best, Mara --------------------------- Mara Cerezo, Planner Southold Town Planning Department 54375 NYS Route 25 P.O. Box 1179 Southold, NY 11971 Phone: 631-765-1938 Email: MaraC@southoldtownny:90v 2 f - 'y I Community • Ousin , Plan Town of Southold ��.i !✓{! {i,���t!!1�!. I !•. �a:'S'i�.. :�;,M"41�.'1�;�►t4y���,'� lti;' $ '7�� �r-.-�=�.•. �.t�'� If1, ;�• t'• �'�� J� riiii1 {{:Ir f, �� I .ire ! ,`Il'.I� :t;, ��. 't! '•� {e, �f ;��'. .c:'I1f`7 :;���' 9'I¢ E' d•i }i j r'+p`gc� '��#�° .'t{ ✓i I .�J/1' + -•� �i � �Yy r' i{ Q�,{'$$[!�(� ., ��i�1 �Ite� � ,;: � ,y/, IR P,`•+I,` �� ••,.7�J d"y'• �'�.i�,,({,,�� � �I 1"I 'r ! .�-�,q •�l#I SI��hI'°! '�' rt '�',97� .�i• 17 .:\� �;:,' 4 i•rr,�;;•�yty:r't'Y �'�; !F'.- �` ry�t.\, a 4 �. y � wJt ,+t! tL t(1 ,.I�vtmn.;Af Aj�,='� r • . '{[fl I'`,i• vy,?iL�•J4.�*1�.,��rJ �;� d'1'.�j����e r t /• I � �f. �=Ar��','��, -I�t��Y�4��'C"..�;Jl��,� yyV.�, i�+�`' �� ��'�—I..�,�J, ..,,� �i �•r�, l..�..1. �1��: I�r#�;1tt� i',T9,¢i,a..l `i'����1'0��� �;r . r` 4 r 4D`�fFOyf� • • '.' • 1 I0LI DRAFT9/ 01/2023 i •i � ' a Town of Southold Draft Community Housing Plan September 1,2023 Town of Southold Community Housing Plan Southold Town Board Scott A. Russell,Town Supervisor Jill Doherty,Town Board Member and Advisory Board Liaison Louisa Evans,Town Board Member Sarah E. Nappa,Town Board Member Greg Doroski ,Town Board Member Brian O. Mealy,Town Board Member Village of Greenport Kevin Stuessi, Mayor Mary Bess Phillips, Deputy Mayor and Trustee Julia Robins,Trustee Patrick Brennan,Trustee Lily Dougherty-Johnson,Trustee Community Housing Fund Advisory Board William Araneo Banking Industry Elizabeth Cashel Fishers Island ' Lori Cohen ' Attorney&Greenport Resident Cathy Demeroto Community Action Southold Town (CAST) Scott Edgett North Fork Wood Works Stephen Gaffga Village of Greenport Erin Kaelin Licensed Associate Broker - Mark Levine Town of Southold Housing Advisory Commission Tanya Palmore North Fork Housing Alliance John Stype Insurance Southold Town Heather Lanza, AICP,Town Planning Department Director Mark Terry,AICP, Assistant Town Planning Director Mara Cerezo, Planner Consultant Nelson Pope Voorhis, LLC (NPV) 70 Maxess Road Melville, NY 11747 www.nelsonpopevoorhis.com 1,1 Page �gpfFfl� Town of Southold Draft Community Housing Plan September 1,2023 1.0 INTRODUCTION.................................................................................................................... 5 1.1 Purpose of this Community Housing Plan........................................................................ 8 1.2 Peconic Bay Region Community Housing Act..................................................................8 1.3 Community Housing Fund Advisory Board .................................................................... 10 1.4 Community Housing Fund.............................................................................................. 11 1.5 Community Housing Plan and the Southold Town Comprehensive Plan....................... 12 2.0 COMMITMENT TO COMMUNITY HOUSING ...................................................................... 14 2.1 Zoning for Community Housing Types........................................................................... 14 2.2 Town of Southold Affordable Housing District (AHD).................................................... 15 2.3 Town of Southold Chapter 34 Housing Fund................................................................. 16 2.4 Southold Town Housing Advisory Commission............................................................... 17 2.5 Town of Southold Chapter 34 Affordable Housing Registry.......................................... 17 3.0 HOUSING NEEDS ASSESSMENT.......................................................................................... 19 3.1 Community Housing Survey (CHS) ................ ............................................... 19 3.2 Who lives in Southold Town/Village of Greenport? ...................................................... 20 3.2.1 Population Varies by Hamlet...............................:.................................................. 20 3.2.2 Growing Number of Senior Citizens............. . ....................................................... 21 3.2.3 Increase in Economically Disadvantaged Students................................................. 22 3.2.4 -Increase in Hispanic/Latino*Population.................................................................. 22 3'.2.5 Median Income ..................................................................................................... 23 3.2.6 Local Workforce.'...,.......I............................................................................................ 23 3.3 What-is housing like in.Southold Town/Village of Greenport?...................................... 25 3.3.1 Vacant/Seasonal Homes......................................................................................... 25 3.3.2 Housing Stock.......................................................................................................... 25 3.3.3 Short-Term Rentals................................................................................................. 26 3.3.4 Housing Market...................................................................................................... 27 3.3.5 Cost Burdened......................................................................................................... 27 3.3.6 Affordable Housing................................................................................................. 28 4.0 RECOMMENDED COMMUNITY HOUSING:EXPENDITURES................................................ 29 4.1 Goal One: Increasing the Inventory of Community Housing......................................... 29 21 Page Towyn of Southold Draft Community Housing Plan September 1,2023 4.1.1 Low-Interest Loans for Construction of Community Housing................................ 30 4.1.2 Accessory Dwelling Unit (ADU) Low-Interest Loans............................................... 31 4.1.3 Farmworker Housing Loan...................................................................................... 32 4.2 Goal Two: Maintaining and Supporting Existing Community Housing.......................... 32 4.3 Goal Three: Increasing Homeownership Opportunities................................................ 33 4.3.1 First-Time Homebuyers' Low-Interest Loan ........................................................... 35 4.3.2 Hero First-Time Homebuyer Interest-Free Loan ..................................................... 36 4.3.3 Safe and Attainable Housing Loan............................. Error! Bookmark not defined. 4.4 Goal Four: Housing Education and Counseling Services............................................... 37 4.5 Potentially Available Stacking Loan Programs................................................................ 38 4.6 Benchmarking Progress............................*....................................................................... 39 4.7 Summary,Table................................................................................ .............................40 5.0 COMMUNITY HOUSING PLAN IMPLEMENTATION AND MANAGEMENT..........................41 5.1 Establish a Housing Department..........................:...........................................................41 5.1.1 Housing Program Management.........:....................................................................41 5.1.2 Housing Registry List Management..............:..........................................................42 5.1.3 Outreach and Education...............:.................:........................................................42 5.1.4 Develop the Application Procedure for Housing Funds (Chapter 17 & 34)............44 5.1.5 Review and Approval Process for Fund Expenditures............................................44 6.0 ADDITIONAL RECOMMENDATIONS..;.................................................................................46 6.1 Petition to Increase the SONYMA Limit.........................................................................46 6.2 Address the Impacts of-Short-Term Rentals 46 6.2.1 STR Role in Housing Crisis.......................................................................................46 6.2.2 Enforcement and Regulation of STRs .....................................................................47 6.3 Update Housing Plan with Community Involvement.....................................................47 '6.3.1 Annual Housing Plan Update..................................................................................47 6.3.2 Hamlet Study Update..............................................................................................47 6.4 Code Amendments to Increase Community Housing....................................................48 6.5 Explore Incentives for Increased Community Housing for Rent....................................48 6.6 Develop Best Practices in Housing.................................................................................49 6.6.1 East End Town Collaboration..................................................................................49 3 1 P a g e Town of Southold Draft Community Housing Plan September 1,2023 6.6.2 Regional Housing Programs....................................................................................49 6.6.3 Encourage Intergenerational Housing....................................................................49 6.6.4 Support Development of Mixed-Income Housing..................................................49 6.6.5 Audit Existing Application Processes...................................................................... 50 6.6.6 Local Community Land Trust ..................................................................................50 6.6.7 Zoning and Design Considerations for Community Housing..................................50 6.6.8 Establish On-Site Management Requirements.......................................................50 7.0 APPENDICES.......................................................................................................................51 APPENDIX A: PECONIC BAY REGION COMMUNITY HOUSING FUND............................................ 52 APPENDIX B: 2020 TOWN COMPREHENSIVE PLAN .......................... APPENDIX C: AFFORDABLE HOUSING REVIEW COMMITTEE PROCESS .......................................60 APPENDIX D: MAXIMUM HOME PURCHASE PRICE AND MONTHLY RENTAL AMOUNTS FOR SOUTHOLD TOWN AFFORDABLE HOUSING REGISTRY......................................:.......................... 61 APPENDIX E: HOUSING NEEDS ASSESSMENT SOURCES & METHODOLOGY ................................ 62 APPENDIX F: EXISTING DEMOGRAPHIC AND ECONOMIC PROFILE ............................................. 63 APPENDIX G: EXISTING HOUSING PROFILE..:...................:...........:................................................ 73 APPENDIX H: HOUSING NEEDS ASSESSMENT STANDARD PROCESS ............................................83 4Page Town of Southold i# ►°°� Draft Community Housing Plan September 1,2023 1.0 INTRODUCTION Southold Town is a 54 square mile farming, fishing, and small business community made up of the ten distinct hamlets of Cutchogue, East Marion, Fishers Island, Greenport West, Laurel, Mattituck, New Suffolk, Orient, Peconic and Southold. The Incorporated Village of Greenport is within the geographic boundaries of the Town and has participated in the drafting of this Housing Plan. The Town of Southold and the Village of Greenport have historically been communities where neighbors know neighbors and families occupy generational homes. These generational ties to the land and community are strong, yet because of changingcommunity dynamics, stable year- round moderately priced housing is increasingly challenging to.find. People struggling to find local housing priced within their means include a wide-ranging array of community members. The lack of availability of suitable housing options will have short and long-term impacts on the Town of Southold, forever shaping its future. Over the past several years, the challenges of finding stable year-round moderately-priced housing have been exacerbated by'economic and regional events. The unprecedented COVID- 19 pandemic led to an influx of new residents,which further.compounded the already increasing housing costs. In addition,a surge in short-term and seasonal rentals have prompted a reduction in an already small supply of-available year-round rental homes and apartment stock. Most importantly, the gap`between,housing costs -and median:household income has significantly widened over the last few decades and continues to accelerate, increasing the portion of the population for whom homeownership is out of'reach. In recognition-of the housing crisis that the region. is experiencing, the Peconic Bay Region Community Housing Act (Act) was passed by the New York State Legislature. The Act gave the five East End Towns the authority to'establis',h,,a Community Housing Fund (CHF) to expand housing opportunities. Southold voters passed the local referendum in November 2022, establishing the Southold CHF and authorizing a real estate property transfer fee of 0.5 percent. Since April 1, 2023, the revenue from the transfer tax has been collected and placed into a dedicated fund for community'housing. Prior to any expenditures from the Southold CHF, the Town Board must adopt a Housing Plan that identifies priorities for expenditures of the real property transfer fees collected through the Southold CHF. This Community Housing Plan ("Housing Plan" or "Plan") expands upon current efforts by the Town and outlines a set of goals and recommendations, including funding programs to address the community housing crisis in the Town of Southold and Village of Greenport. Upon adoption by the Southold Town Board, this Plan will be an addendum to the Southold Town Comprehensive Plan. Through an Intermunicipal Agreement,this Plan will be used by the Village of Greenport. 5 J P a g e � glfFp Town of Southold Draft Community Housing Plan September 1,2023 The Southold CHF will be subject to the rules dictated by the Act which are restricted to a set of eligible expenditures, and eligibility requirements which are described in Section 1.2 and provided in full in Appendix A. This Plan also expands on the work that the current, and past,' Town Boards have accomplished over the years to facilitate the creation of attainable housing within the Town which is summarized in Section 2. Most importantly this Plan will establish an important framework to address the housing crisis. It is not intended to solve all the challenges of housing within the Town but rather it will galvanize the Town's and Village's resources toward finding viable solutions. Section 3 provides a Housing Needs Assessment that looks at demographic trends and the landscape of available housing stock, utilizing the results of a local survey coupled with census data and other resources. Section 4 outlines the recommended funding programs, Section 5 includes recommendations for implementation and management, and Section 6 presents additional items for consideration. For the sake of consistency in terminology while reading through this Housing Plan, please note the following definitions: 1. Affordable or Moderate-Income Housing—As defined by Southold Town Code §280-25, a dwelling unit reserved for rent or sale to a moderate-income family' for which the maximum monthly rent or initial sales price does not exceed the prices set forth in Town Code §280-30D. a. A moderate-income family of four in Southold (as of the writing of this plan) is a family of four,making between $102,000 - $187,560 annually. This income range represents 80%to 120%of the area median income. If someone is looking to rent an "affordable" one-bedroom apartment, they could pay up to $1,914 a month (with or without utilities), based on 2023 monthly rental amounts approved by the Town Board. 2. Community Housing -As defined by the Peconic Bay Region Community Housing Act, a primary residential property for an eligible individual that does not exceed 150% of the purchase price limits established by the State of New York Mortgage Agency (SONYMA) low-interest rate loan program in non-target categoriesz for Suffolk County in effect on the contract date for the sale of such property. 1 A moderate-income family is defined in§280-25 as a family that is registered with the Town of Southold Housing Registry whose aggregate annual income, including the total of all current annual income of all family members (excluding the earnings of working family members under age 18) from any source whatsoever at the time of application for the purchase or lease of an affordable housing unit or the purchase of an unimproved affordable lot, does not exceed 120%of the HUD median income for the County of Suffolk. 2 Accepted July 25,2022,until further notice:Purchase Price Limit for 1-Family New&Existing Non-Target Homes in Suffolk County is$806,590. Therefore,150%of the purchase price is currently$1,208,385 establishes the maximum purchase price identified as community housing under the Act 61 Page •7 Town of Southold Draft Community Housing Plan September 1,2023 a. Based on the statute, the income limit (as of the writing of this plan) for a 3+ person household is $203,420, and for a 1-2-person household the income limit is$174,360. 3. Attainable Housing—Typically refers to income levels at or near the Area Median Income. For the purposes of this Plan,the term "attainable" is used as an umbrella for the housing terms defined above as "affordable" and "community". 4. First-time Homebuyer—As defined in the Act, an eligible individual who has not owned a primary residential property and is not married to a person who has owned a residential property during the three-year period prior to his or. her purchase of the primary residential property, and who does not own a vacation or investment home. 7Page ©� Town of Southold Draft Community Housing Plan September 1,2023 1.1 Purpose of this Community Housing Plan The purpose of this Community Housing Plan is to increase access and opportunities to fund the creation and maintenance of a diversity of housing types in Southold Town. In addition,the Plan aims to foster management and outreach strategies to form public /private partnerships to benefit all sectors of the Town's and Village's populations. The Plan provides goals and recommendations for expanding community housing opportunities in the Town of Southold and Village of Greenport and was prepared with input from the Town appointed Community Housing Fund Advisory Board,Town Board,Town planners and members of the public. The Plan builds upon the housing goals presented in the 2020 Town of Southold Comprehensive Plan by utilizing data supplemented with a housing needs analysis based upon available socioeconomic census data and public input received through a Housing Survey. 1.2 Peconic Bay Region Community Housing Act The Peconic Bay Region Community Housing Act (Act) was passed by the New York State Legislature in January of 2021 in recognition of the housing crisis that the region is experiencing. The Act expands on the structure of the Peconic Bay Community Preservation Fund (CPF) implemented in 1998 that established a 2% real estate transfer tax for the purpose of land preservation. Based upon an analysis of real estate sales in past years (pre-pandemic), it is projected that the new transfer tax could raise over $1 million per year for community housing in Southold Town. The passage of the-Act gave tM,,East End Towns the authorityto establish a dedicated Community Housing Fund to increase housing opportunities through a 0.5% real estate transfer fee in addition to the 2.0%transfer tax collected under the Community Preservation Fund (CPF). The State Legislature also approved a change in exemptions that formerly applied to transfers collected under the CPF program, which are found in New York Consolidated Laws, Tax Law - §1449-ee. These exemptions are detailed below: • For the Town of Southold,the exemption for sales of improved properties increases from $150,000 to $200,000 as compared to the former exemptions on the Community Preservation Fund (CPF)Transfer Tax. 8 1 P a g e • o F Town of Southold Draft Community Housing Plan September 1,2023 • The exemption would not apply for properties selling for over$2,000,000 for either the Community Preservation Fund or Community Housing Fund. In addition to providing a structure to collect monies, the Act identifies allowable expenditure categories for implementation of community housing in accordance with a Community Housing Plan. See Appendix A for full eligibility and funding provisions. It is important to point out that one limitation of the Act is that the definition of "community housing' is based upon the maximum sales price of a residence (established by the State of New York Mortgage Agency) as related to providing first time homebuyer assistance, and therefore, does not include price-or income guidelines for rental housing. Therefore, it is recommended that the Town continue to establish terms for both rental limits and maximum home sale prices on an annual basis. The Act requires that the Plan adhere to "smart growth principles"which are consistent with the comprehensive planning goals of the Town. The following chart summarizes the smart growth principles as detailed in the Act. Smart Growth PrincipleS;3 Public Investment Account for and minimize social, economic, and environmental costs of new development, including infrastructure costs Development Encourage development in areas where transportation,water, and sewage infrastructure are available or practical Protect, preserve, and enhance natural resources, open space, Conservation scenic areas, and significant historic and archeological sites Promote coordination of state and local government decisions and Coordination cooperation among communities to work toward the most efficient, planned and cost-effective delivery of government services Strengthen communities through strategies that include integration Community Design of all income and age groups while utilizing diverse types of development Transportation Provide transportation choices, including increasing public transit and alternative modes of transportation Consistency Ensure predictability in building and land use codes Community Develop smart growth plans through a-collaborative community- Collaboration based effort 3 As defined in the Peconic Bay Region Community Housing Act(see Appendix A). 91 Page � �pswfge� Town of Southold Draft Community Housing Plan September 1,2023 In addition to the smart growth principles outlined above, the Suffolk County Planning Commission (SCPC) Guidebook provides goals and policies that are appropriate for the Town of Southold and consistent with comprehensive plan goals. The SCPC Guidebook highlights specific housing policy recommendations, including: • encourage a diversity of housing types, equitably distributed across all communities, including the development of multi-family and/or rental housing as well as the development of low-and moderate-income housing units. • Balance increases in density, the availability of infrastructure, and retail services to accommodate growth and environmental constraints to growth. • Provide housing that works for special. needs populations by utilizing universal design principles. The SCPC Guidebook also recommends that n-ew,buildings and developments incorporate design elements that promote public safety in order!to help preserve Suffolk's pleasant places, help improve property values, and foster a general sense of community well-being. 1.3 Community Housing Fund Advisory,Board This Plan has been developed with the guidance of a dedicated Community Housing Fund Advisory Board.The CHF Board members were appointed by the Town Board in September 2022 to act in an advisory:capacity by making recommendations and reviewing the Plan. The members represent diverse backgrounds and an array of,industries as required by the Act, and all share a deep commitment to Southold.Town-and the Village of Greenport. The CHF Board actively engaged with NPV consultants, Town Planning;staff, and a Town Board liaison via Zoom to learn about the Pe-conic Bay Region Community''Housing Act, to understand their unique role and responsibility, and to provide input into the contents of this Plan. Over the course of over 10 meetings'the•Community Housing Advisory Board: • Learned about the Peconic Bay Region Community Housing Act — the reason for its creation, possible expenditures, and eligibility requirements. • Shared and learried.from each other about the unique challenges that Southold & Greenport are facing in regard to housing. • Developed a survey to gather public input on housing needs and challenges. • Created informational materials: posters/flyers, email blasts, newspaper/radio advertisements, and an FAQ sheet to get the word out about the survey and the local referendum on the ballot for November 8, 2022. • Reviewed Southold Town's Comprehensive Plan housing goals and a Plan draft outline. 101Page Town of Southold 4, f Draft Community Housing Plan September 1,2023 • Prepared presentations to the Town Board providing overview of the Peconic Bay Region Community Housing Act and a proposed structure for expenditures from the Community Housing Fund. • Developed goals for community housing in Southold. • Identified priorities for fund expenditures. The Community Housing Board participated in a series of working meetings to provide input on a working draft of the Plan and developed a series of goals to develop an effective housing program. The following goals guided the recommended-'community housing expenditures outlined in Section 4: 1. Establish a Housing Department to administer a comprehensive housing program (see Section 5.1 for further details). 2. Increase diversity of housing types. 3. Meet the needs of the population at different income levels. 4. Provide opportunities for community housing,for each hamlet that are consistent with the individual community(i.e., character, infrastructure and environmental considerations). 5. Increase year-round rental opportunities, both through maximizing accessory dwelling units,and integrating multifamily development where appropriate throughout the Town. 1.4 Community,Housing Fund In August 2022, the Town of Southold amended the Town Code to add Article VI Establishment of Community-Housing Fund. (Sectio' s 17-47 through 17-53 of Town Code) to provide the foundation for.administration of the fund. The.stated primary source of revenue for the Fund is to be the Peconic Bay Region Community Housing-Fund Act realestatetransfer tax4. As noted, based upon.real estate sales in past years (pre-pandemic ), the transfer tax could raise over $1 million per•year for community housing in.Southold Town. The Community Housing Plan must be adopted 6y.the Town Board.prior to fund expenditures. The Community Housing Fund eligible expenditures proposed in this Plan include loans for Town residents that are first-time homebuyers, funds associated with the production of community 4 Per NY Town L§ 64-k (2), deposits into the fund may include revenues of the local government from whatever source, including but not limited to (a)all revenues from the supplemental real estate transfer tax authorized by subdivision two of section fourteen hundred forty-nine-bb of the tax law;(b)all proceeds from any indebtedness or obligations issued pursuant to the local finance law for community housing opportunity purposes as authorized in subdivision three of this section; (c) general fund balances or surpluses; (d) any proceeds received by the local government from the sale or rental of community housing produced from revenues of the fund; e)the repayment of any loans issued from proceeds of the fund;(f)any gifts of interests in land or funds;and (g)any state or federal grants received by the town for providing affordable homes. 111 Page © Town of Southold # Draft Community Housing Plan September 1,2023 housing for sale or rent, maintenance of rental housing, rehabilitation of existing housing, and housing counseling services. The textbox below provides a simplified list of the permitted expenditures form the CHF as defined in the Act. The Community Housing Fund may be used to: ■ Provide down payment or other financial assistance to first-time homebuyers; ■ Fund projects that design and build community housing for sale; j Fund projects that design, build;, and/or maintain community housing for I rent; ■ Rehabilitate and maintain' existing buildings for conversion to community housing for sale or rent; ■ Provide ;loansto construct Accessory Dwelling Units (ADU) that are occupied or rented for community housing; ■ Create housing for employees of local businesses; ■ Buy land, buildings,or existing housing units to provide community housing for sale or rent; or to ■ Provide housing counseling services. Eligible expenses relating to the production of community housing and the rehabilitation of existing buildings under the fund include but are not limited to land acquisition, planning, engineering, construction costs, and other hard and soft costs directly related to the construction, rehabilitation, purchase, or rental of housing. 1.5 Communify,Housing Plan and the Southold Town Comprehensive Plan This Community Housing Plan seeks to be consistent with, and further the vision and goals of, the Southold Town Comprehensive Plan ("Comprehensive Plan") adopted in 2020. The Comprehensive Plan recognizes that there is a housing.crisis in Southold Town because the prices of most homes, to purchase or rent, have increased beyond the ability of many residents to afford. The Village of Greenport has also recognized the need for additional attainable housing 121 Page 1 p��F�CO Town of Southold � i�, ►+°�� Draft Community Housing Plan September 1,2023 options and has shown their commitment by joining the Town of Southold in the preparation and implementation of this Plans. The vision established �bJj the Com I e ; �Ii i� P„IanIprovides an overarching goal for future planning,—and devtiopWnt of any i id'' I cl �lu�ng Community housing: I "Future planning.shall be compatible with existing community character while supporting and addressing the challenges of continued land preservation, maintaining a vibrant local economy, creating efficient transportation,promoting a diverse housing stock, expanding recreational opportunities and protecting,natural resources." The Housing Chapter of the Southold Town Comprehensive Plan identifies the following goals pertaining to the creation and sustainability of attainable housing within the Town: Goal 1: Create Affordable Housing Goal 2: Promote Awareness About Housing Issues Goal 3: Retain Residents in Existing Housing Goal 4: Protect Quality of Life Goal 5: Develop Best Practices in Housing For further information on how this Plan supports the housing goals outlined in the Comprehensive Plan view Appendix B. Additional details about the Town's commitment to community housing is provided in Section 2. s It is noted that the Village of Greenport has a Housing Authority which oversees the provision of Section 8 and public housing. Housing authorities are independent agencies governed by the U.S. Department of Housing and Urban Development (HUD). This Plan is to guide funding for projects which increase community housing in part through the Peconic Region Community Housing Fund Act. 131 Page Town of Southold Draft Community Housing Plan September 1,2023 2.0 COMMITMENT TO COMMUNITY HOUSING Southold Town has a longstanding commitment to attainable housing. In the 1980s the Town Board passed legislation establishing a unique zoning district called the Affordable Housing ` District (AHD). Since then, the Town has furthered efforts in exploring housing solutions, including the following actions: • Adding code amendments to allow for the conversion of existing buildings to apartments by special exception from the Board of Appeals. This conversion of buildings to a maximum of six apartments is permissible under the condition that the parcel is located within a designated Hamlet Center or HALO zone (Local Law 5 of 2022). • Amending Chapter 17 Community Preservation Fund to establish a Community Housing Fund (Local Law 8 of 2022). • Establishing an Affordable Housing Review Committee in 20.22 to ensure affordable housing developers receive a comprehensive, timely, and 'cost-saving review of applications for change of zone. This committee utilizes a Community Housing Project Rating Index to assess consistency with the Town of Southold's Comprehensive Plan (and best practices for community planning) in order to achieve greater consistency in decision-making related to the Affordable_Housing Zoning District. A summary of the process is provided in Appendix C. • Enacting an Annual Rental Permit requirement to provide safety inspections for units and a required Certificate of Occupancy., • Supporting ongoing community housing projects through efforts of the Housing Advisory Commission and existing Town Housing Furid. • Amended Chapter 280,Article VI':Affordable Housing District,Former Subsection B,which limited the number of units per site to_24(.L.L. No.4-2023).The number of allowable units `,will now depend-upon zoning and acreage of project site. 2.1 Zoning,for Community Housing Types A variety of housing types can serve as community housing, addressing a range of needs across different segments of the population, as determined by income, family status, age, and other factors. Some types 'of housing may be more suitable for certain discrete groups in the community(i.e., seniors,families,singles, etc.), but no group will have its needs fully satisfied by a single type of housing and no single type of housing will suffice for the entire population. Examples of different types of housing suitable for community housing include: • Single-Family Homes • Two-Family Homes • Accessory Apartments otherwise known as Accessory Dwelling Units (ADU) 141Page ~ Town of Southold Draft Community Housing Plan September 1,2023 • Multifamily Housing Development (including apartment complexes, condominium/townhome developments, and buildings converted into apartments) Fortunately, all the above housing types are permitted by Town Code. Accessory apartments provide an essential component of community housing and are permitted in many areas of the Town for rental to family members or to an individual on the Town Affordable Housing Registry (see Section 2.5). The accessory apartment regulations as contained in the current Town Code are cumbersome and vary by zoning district. Simplifying the code would be helpful for implementation of additional accessory apartments throughout the Town. As stated later in this Plan, it is recommended that the Town encourage mixed-income housing developments and diverse options to address the current housing crisis. 2.2 Town of Southold Affordable Housing District (AHD) The Affordable Housing District (AHD) is a versatile zoning tool that allows the creation of attainable housing units townwide. The establishment of an AHD requires a change of zone by the Town Board and must meet specific.criteria. The Town of Southold established the AHD zoning district in the 1980's specifically for implementing affordable housing, (see Town Zoning Code Chapter 280, Article VI). The purpose of an AHD is to designate areas for higher density than is permitted The Affordable elsewhere in the Town, where infrastructure is available or can Housing District is , be provided, for individuals and families with modest incomes.' versatile zoning tool. Smart growth principles are applied in the decision making and include ways to ensure preservation of the historic and aesthetic character of the-Town. In 2022;the.Town adopted a new pre-submission review process to allow applicants to receive feedback on housing proposals that require a change of zone to AHD, prior to making a full application. ' The Affordable 'Housing Review Committee is charged with making a recommendation to the Town Board regarding a change of zone to AHD. For details on the Affordable Housing Review Committee see Appendix C. The AHD, §280-26 section on applicability reads: "AHD Districts shall be established by the Town Board on parcels of land that have been identified through the accepted principles of Smart Growth planning as being appropriate and desirable locations for affordable housing. Such locations include, but are not limited to:land within Hamlet Locus Zones (an area surrounding and including the hamlet centers)as may be determined by the Town Board,land within walking distance of services,shops, schools, and public transportation;land that adjoins existing 15Page i jl o© Town of Southold r,�,. ►+°� Draft Community Housing Plan September 1,2023 centers of business and residential development(as opposed to land adjoining farm and open fields); and other locations where the project has been shown to meet a demonstrable need". Single-family,two-family dwellings and accessory apartments within a single-family dwelling are permitted within an AHD. In 2023, the 24-unit cap was eliminated from the bulk regulations. Once built, the homes within the district are to remain affordable in perpetuity. Units are required to be occupied by individuals and households on the Town of Southold Housing Registry and income limits apply. It is noted that the income limits established for the AHD are lower than the income limit established by the Act for the Community Housing Fund,and the purchase price limit for the AHD falls far below the purchase price limit defined in the Act. See the chart below for a quick comparison of current numbers. i Affordable Housing District Community Housing Definition Income Limit $187,560 (family of four) $204,420 (3+person household) Purchase Price Limit $468,900 $1,208,3856 2.3 Town of Southold Chapter 34 Housing Fund The Town of Southold's Housing Fund was created in May 2004 as a mechanism to secure funding and implement programs to.increase'the number of affordable housing units for families in need. It is codified in Chapter 34'of Town Code and is principally funded through fees paid by developers that opt.out of-building,moderate-income family dwelling units as required by the Long Island Workforce.Housing Act. Pursuant to Chapter-240-.10-B(2)(c)[2][a] of the Town Code, the Town Board sets%the amount of payment required per housing unit for moderate income family dwelling units not built within the Town ofSouthold's inclusionary zoning requirements. In 2023, the amount set'by the Town, Board was $390,750 which reflects two and a half times the Nassau/Suffolk median income,for a family of four in accordance with the Long Island Workforce Housing Act. At the time of preparation of this Plan,the balance in the Chapter 34 Housing Fund was just over 1.1 million dollars. . The Housing Fund may be used for numerous types of expenditures that support housing, including but not limited to no-or low-interest loans to income-eligible individuals or families for the purchase of a first home, production of community housing for sale or rent to income-eligible 6 Please note that this number is established utilizing SONYMA low-interest loan program information as stated by the Act. This Plan does not support fund expenditures to create or purchase housing at this price level as it is far beyond the means of someone making the local area median income. 161 Page o© Town of Southold r Draft Community Housing Plan September 1,2023 individuals or families, maintenance of rental housing, rehabilitation of existing buildings, and housing counseling services. It is noted that eligible expenditures of the Housing Fund are more flexible than those outlined in the Peconic Bay Region Community Housing Act. Therefore,the Chapter 34 Housing Fund may be used to support expenses related to housing where the Act does not currently allow the expenditure. Both the Chapter 34 Housing Fund and Southold CHF may be used to support an individual project if the project meets the criteria of both funding sources. The funds raised through the Act's real estate transfer fee will be managed separately from the Chapter 34 Housing Fund via a distinctly unique account for tracking, bookkeeping and auditing purposes. 2.4 Southold Town Housing Advisory Commission In conjunction with the establishment of the Housing Fund in Chapter 34 of Town Code, the Southold Town Housing Advisory Commission (HAC) was established, to review and make recommendations regarding the fund.7 The HAC is comprised of seven volunteer community members that meet once a month. The primary functions of the HAC are to: (1) Ensure that an efficient, cost-effective, and expedient production of affordable housing is created and maintained. (2) Serve as a liaison for community'members within their respective hamlets/villages regarding affordable housing. (3) Identify appropriate sites for the development of affordable housing within respective hamlets/villages. (4) Approve capital improvement'requests from residents living in housing units. (5) Make recommendations to the Town Board relating to affordable housing. Chapter.,34 also identifies a role forthe Town's Government Liaison Officer to assist the HAC with administrative tasks such as scheduling meetings, and transcribing minutes. Together with the Town Board, the HAC assists with the implementation of the Town's housing goals, which will include this Plan once adopted:, 2.5 Town of Southold Chapter 34 Affordable Housing Registry The HAC keeps a current registry of people who would like to be informed of available affordable housing in order to help match people with their housing needs. To be eligible for the Town's housing registry, the total household income cannot exceed 120% of the median income for For further information on the HAC and upcoming meetings please visit the Town Website. 171 Page Town of Southold i Draft Community Housing Plan September 1,2023 Nassau-Suffolk Counties. These numbers are reviewed and adopted on an annual basis by the Town Board.$ There is a defined need to continue outreach for greater clarity on The Town manages who qualifies for the Registry and to increase awareness for all eligible demographics. The outreach effort should be a component Affordable of the Town's housing program as this Plan is implemented, and Housing Registry should include materials in multiple languages as needed. for eligible Individuals who would like to be on the Affordable Housing Registry can complete a form on the Town's website9 or individuals without computer access may visit the Southold Town Clerk Office to sign up. The form asks for contact information, household income, number of people,veteran/volunteer status (if applicable),the desired type of housing(rental or home ownership), and other details. As of the date of this Plan, the Affordable Housing Registry includes approximately 578 people. Because the income requirements set yearly by the Town Board for inclusion on the Housing Registry varies from the eligibility.requirements defined in the Act, a separate Community Housing registry list may be required. s See Appendix D for most recent amounts. 9 http•//southoldtownny.gov/FormCenter/Housing-Advisory-Commission-12/Preliminary-Housing-Application-53 181 Page Town of Southold f Draft Community Housing Plan September 1,2023 3.0 HOUSING NEEDS ASSESSMENT The purpose of this Housing Needs Assessment is to analyze the need for community housing in the Town of Southold based on available data, community input, and a review of the Town's Comprehensive Plan. It includes an analysis of demographic trends throughout the Town and an evaluation of evolving housing needs as patterns in population, income, and housing costs change over time. To capture current housing needs, a Community Housing Survey (CHS) was developed utilizing ESRI's Survey123 software to obtain input from the public. For an overview of all sources, see Appendix E. 3.1 Community Housing Survey (CHS) r The CHS was launched in October 2022 and as of February 28, 2023;.over 750 responses were submitted. Survey responses were received from residents of every hamlet and the Village of Greenport, as shown in Graph 3-1. It is noted that the geographic distribution of survey respondents is not consistent with the populations of each hamlet. In future iterations of the survey, efforts should be made to- receive feedback from as many residents as possible throughout all hamlets and the Village of Greenport. Nearly half of the survey respondents (47.6%/ were seniors aged,65 years old or older which is higher than the percentage of local.residents in this age range (which is 31.5%, based on 20215- Year American Community-Survey Estimates).]t is anticipated that different age ranges will have different housing needs. and therefore, it is recommended,that future survey outreach be targeted to receive input from a variety of age ranges. For example, it is recommended that future surveys- include additional outreach to public schools, major employers, and local businesses. -- _ Many important insights were learned from the CHS and incorporated throughout this Housing Plan where.,appropriate. It is recommended that a similar housing survey be conducted on an annual basis to,continue to receive input from the public as the recommendations of the Town's Housing Plan are implemented and as housing needs evolve over time. 19Page �yuttlR`O Town of Southold i* c►°' Draft Community Housing Plan September 1,2023 Graph 3.1:Survey Respondents by Hamlet of Residence Village of Greenport, 0.65% Non-Resident/No peconic,3.75% Laurel,1.68% I Response,13.31% Southold(hamlet), 18.99% Orient,5.17% East Marion,6.85% Greenport,10.85% Fishers Island, 10.85% Mattituck,9.56% Cutchogue,13.70% New Suffolk,4.65% 3.2 Who lives in Southold Town/Village of Greenport?10 3.2.1 Populatidn-Varies by Hamlet The total year-round'population.iri Southold-steadily increased during the 20-year period analyzed. 'In 2020,the total'population was 23,732.11 However, population changes varied by hamlet, Fisher Island saw a 47% increase from 2000 to 2020, while Peconic saw a 36% decrease in population over the same period (Table 3.1). These differences may point toward consideration for a new Hamlet,Study, and potentially a more targeted analysis of the seasonal population. io See Appendix F for a full demographic and economic profile,including additional graphs and tables. 11 Although it is well-known that Southold is a popular destination for tourists(particularly in the summer months) and contains a significant seasonal population, as discussed in the Comprehensive Plan, "there are no readily available demographics to help us understand the composition of the seasonal population." While it would be helpful to understand more about the seasonal population of Southold,the intent of this Housing Plan is to focus primarily on the year-round population of Southold and their housing needs.A more detailed and targeted analysis involving substantial outreach to the seasonal population would be required to understand these demographics. 201 Page o© Town of Southold Draft Community Housing Plan September 1,2023 Table Southold Population Hamlet 000 2010 2020 2000-2020 Population Population Population % Change Cutchogue 2,849 3,349 31437 21% East Marion 756 926 1,048 39% Fishers Island 289 236 424 47% Greenport (Village) 2,048 2,197 2,058 0% Laurel 1,188 1,394 1,495 26% Mattituck 4,198 4,219 4,322 3% New Suffolk 337 349 403 20% Orient 709 743 999 41% Peconic 1,081 583 692 -36% West Greenport(Hamlet) 1,579 2,124 2,190 39% Southold (Hamlet) 5,465 5,478 6,040 11% Source:2000,2010&2020 Census Data 3.2.2 Growing Number of_Senior Citizens The population of young people (under 20) has declined in the past twenty years from over 23% down to only 15% of the total year-round population.12 Simultaneously, the senior population (over 60 years old) has increased significantly from 28.7%in 2000 to more than 42.6%of the total year-round population in 2021. The 0'ver7-60 population is the only age group in the Town that has increased consistently over the past several decades. As the median age increases, new housing and economic challenges will likely emerge across the Town/Village for low to middle- income populations.13 The most common response in the CHS was related to the need Seniors -•= for housing opportunities for young people and families, with account • over nearly 50 write-in comments related to this topic. The younger 42.6% of - total generation in Southold is not staying in Town, which is partly due year-round ... • to a lack of affordable housing available for those who are trying in 2021. to establish careers and/or start families. lz This age analysis focused on the percent distribution for each age group,rather than the actual population counts to better observe trends in age distribution. 11 The Southold Town Human Resource Center offers a variety of services for local seniors.Check the Town Website or call(631)298-4460 for further details. 211 Page �y¢tHRS� Town of Southold +� Draft Community Housing Plan September 1,2023 The Southold Town Comprehensive Plan identifies this problem and discusses the impacts of a "brain drain" migration where recent college graduates and young professionals are moving outside of Town. The Comprehensive Plan notes the importance of having a diverse population and variety of housing types to sustain a strong economy and vibrant community. 3.2.3 Increase in Economically Disadvantaged Students 14 The Town of Southold is home to six school districts, which are: Fishers Island Union Free School District (UFSD), Greenport UFSD, Mattituck-Cutchogue UFSD, New Suffolk Common School District, Oysterponds UFSD, and Southold; UFSD. Analyzing enrollment data observed in the Southold school districts supports the trend that the younger population is declining in the Town. The number of children enrolled has been steadily declining,with a marked decrease of 13%from the 2011-2012 school year;to 2020-2021. I " While the total number`of students has declined, the number of economically disadvantaged students has nearly doubled. While the total number of students has declined, the number of economically disadvantaged students has nearly doubled, increasing from 22% in 2012-2013 up to 41% in 2020-2021. When viewing each school district individually, disparity among the districts becomes very clear. Half of the school districts,have no economically disadvantaged students at all. Southold UFSD and Mattituck-Cutchogue-have roughly a third of students that fit this category, but Greenport tops the list with 75%of the student population qualifying as economically disadvantaged. There is a need for safe;adequate, and affordable housing for these students and their families. 3.2.4 Increase in Hispanic/Latino Population Area residents who identify as Hispanic/Latino have continually increased in -recent decades: In 2020, about 15% or 3,610 of Town residents currently identify as Hispanic/Latino. From 2010 to 2020 there From 2010 to was a 51.6% increase in Hispanic/Latino residents. This trend mirrors 2020 there was a population growth at the state and national level as Hispanic/Latinos 51.6% increase in constitute the largest racial/ethnic minority in the United States. This growing population includes many essential members of the workforce residents. ' supporting Southold Town's tourism, hospitality, and agricultural industries. Hispanic/Latinos are a very diverse population and a closer analysis of this subgroup is recommended for future needs assessments. 14 Economically disadvantaged students participate in economic assistance programs,such as free or reduced-price lunches,social security insurance,food stamps,and other similar programs. 22 1 Page Town of Southold f+ Draft Community Housing Plan September 1,2023 3.2.5 Median Income The household median income in the Town has increased significantly in the past 20 years from $49,898 in 2000 to an estimated $87,109 in 2020. However, inequalities come to light when considering the median income of each unique hamlet. In fact, over time, income disparities across the Town/Village have increased, as shown in Appendix F, Table 3-9. For example, between 2000 to 2020 the median income for Laurel more than doubled, increasing by 114%, while Greenport West grew by only 50% up to$66,202 (which still remains far below the median income of the whole Town). Household median income in the Town has increased from $49,898 in 2000 to an estimated $87,109 in,2020. 3.2.6 Local Workforce Only 50.4% of the workforce live in the•Town of Southold. The rest come 49.6% of the from a variety of places, with the most traveling from Brookhaven (1,010 people), Riverhead (752 people), and Southampton-(403)towns. While not workforce all these workers would wish-to live in the Town of Southold; it is expected that many would consider a move,'if feasible, to avoid a lengthy commute from nearby townships. 23Page aTown of Southold Draft Community Housing Plan September 1,2023 3.2.7 Common Themes of Community Housing Survey Respondents The CHS included opportunities for open-ended responses,many of these comments considered not just the ' housing needs of the individual respondent, but also the needs of the respondent's family,friends, and the ! broader community.The common themes are summarized below: • Business owners described the difficulties their employees have in attempting to secure housing. • The senior population in Southold is growing and therefore numerous housing solutions will be needed to serve this population. o Some seniors are interested in downsizing but are unable to find somewhere else to move in the Town. o Some seniors discussed the needs of their adult children and how accessory dwelling units could help solve their housing problems. Accessory dwelling units could provide an opportunity for r adult children to reside with their parents on the same property while maintaining their own separate dwelling space. Alternatively, some seniors expressed interest in residing in the ADU so they can rent the main house to a larger family. • Over 20%of respondents(177 people) reported that they would be interested in developing an ADU on their property. • Younger residents described their situation as living with family members and delaying starting families until they can secure a place of their own. Many people are unable to find traditional"starter homes"in the Town,resulting in young adults and families searching outside of the Town for housing opportunities. • Renters discussed their struggles with being able to secure year-round rentals; and some noted existing rentals are not always properly maintained. • Consistently,,respondents discussed ho ' ex'pe'nsive housing has become throughout the Town. Many respondents voiced their own needs for more affordable housing, and even those who have housing expressed sympathy for the drastic increases in home prices for people trying to purchase homes in recent years. • Many respondents brought up concerns on the impacts of seasonal housing and short-term rentals. • Potential concerns raised include how community housing initiatives are planned and integrated into the Town/Village in relation to density,community character,and environmental quality. • The second most common response in the Community Housing Survey, when asked about any housing concerns, was regarding the struggle facing employees of local businesses, teachers, ; healthcare workers, and volunteer emergency services providers when trying to secure and afford housing in the Town/Village. 241 Page �f0iF4,��pp ® q Town of Southold 0+ Draft Community Housing Plan September 1,2023 3.3 What is housing like in Southold Town/Village of Greenport?is 3.3.1 Vacant/Seasonal Homes As of 2020, there are 16,298 total housing units in Southold Town; however, 41% of these units are vacant. Most housing units classified as "vacant" by the Census Bureau are seasonal residences which comprise the majority of vacant housing stock in Southold, with the remaining vacant homes being unoccupied or currently being offered for sale.This means there are roughly 6,000 housing units that are vacant most of the year. 3.3.2 Housing Stock It is estimated that between 89% and 90% of the.homes in Southold Approximately are single-family detached homes. This trend has stayed consistent ' 6,000 o g for the 20 years analyzed and likely much longer. Survey results show units are vacant that`respondents are interested in seeing more housing diversity most of the year. across the Town and Village. Census data indicates that the housing stock in Southold contains a variety of sized units in terms of the number of bedrooms. Over the 20-year time period analyzed, housing units with three bedrooms were the most common. The Community Housing Survey asked respondents how many bedrooms would best suit their housing needs. As-shown in Graph 3-2, the vast majority of respondents are interesfed'in housing units with two or more bedrooms. Graph 3-2: Number of Bedrooms that Best Suit Needs of Survey Respondents 300 —-- --- -- - -- - - --- — — --- v V) c 0 0_ Ln 200 � � I a� 100 - - ----- —_--------- ----- -- o v 3 0 -------.-�"-.- -'___-- - -----"--"_I ----- --- Z Studio 1 bedroom 2 bedroom 3 bedroom 4+bedroom Number of Bedrooms Needed is See Appendix G for a full housing stock profile,including additional graphs and tables. 251 Page Town of Southold Draft Community Housing Plan September 1,2023 3.3.3 Short-Term Rentals The Southold Town Code defines a transient rental property, otherwise known as short-term rentals as, "a dwelling unit which is occupied for habitation as a residence by persons,other than the owner or a family member of the owner, and for which rent is received by the owner, directly or indirectly, in exchange for such There _ ver residential occupation for a period of less than 14 nights." Transient 730 active • rt- rentals are prohibited in all of the Town's zoning districts except for term rentals in• Fishers Island.These types of dwellings are usually offered for lease on short-term rental websites (i.e., Airbnb, HomeAway, VRBO, etc.), the Town/Village which have facilitated the rental of properties by both individual in February property owners and corporations. As shown in Graph 3-3,according to data obtained through airdna.co,there were over 730 active short-term rentals in Town in the month of February 2023,which accounts for nearly 4.5%of the Town's total housing units.1617 Graph 3-8: Short-Term Rentals by Hamlet 300 ------ --_ ..----- --- -- ---._—-_ _-- 250 ._239.-_ - ..-_—___-- ------- -- ---------- 200 -- -- --------- - 175-- 150 89 100-_- .-73--,- -63-- _—. _- —_--- -- - 50 30 -- ---'12 --30----22---- --- - - e c ** et & to �131� L �a `ate tae * Snapshot of active rentals as of February2023 based upon Airdna.com ** Includes the Village of Greenport andlwninco'�porated area of Greenport la Data pulled from airdna.co in July 2023 shows 853 active vacation rental properties,areas experiencing the largest increases were the hamlet of Southold and Greenport(including Greenport West&the Village). 17 Please note: Not all short-term rentals can be considered transient rental properties as defined in Town Code. Some short-term rentals are currently allowed by Town Code,and others may be in violation of Town Code. If you know of any illegal transient rentals impacting your community, please report it via the online form found on the Town of Southold website under"Code Enforcement". 261 Page "b E Town of Southold Draft Community Housing Plan September 1,2023 As stated by the Municipal Research and Services Center18, "While not the primary cause of affordable housing problems, many experts believe that short-term rentals do have a negative impact on affordable housing at the local level, especially in high-tourism communities. Several organizations, such as The Pew Charitable Trusts and the Harvard Business Review (HBR), have conducted or published research showing that as the number of short-term rentals increase in a community,the quantity of affordable housing units decrease." Simple analysis will showcase that any housing unit that was previously occupied by a Town resident, but is now offered as a short-term rental,is a unit that has been removed from the year- round rental market. It has become increasingly more challenging to find year-round rental options in Southold Town, and the growing number of short-term rentals is an issue that needs to be better understood and addressed. 3.3.4 Housing Market It's important for homeowners today to understand the drastic shifts in the housing market for people currently looking to own a home. The median value of owner-occupied homes has been trending upwards over time from$218,400 in 2000 to $604,800 in 2020. The median value of owner-occupied homes varies to some degree across the hamlets but all demonstrate a marked increase, doubling or tripling, and in some instances nearly quadrupling in value over the course of 20 years. The median value of owner-occupied home prices increased from $218,400 in 2000 to $604,800 in,2020. This.represents a 177% percent increase. Monthly rental prices have'also increased over time. In 2000, rentals were available at a variety of price points,,with the majority of renters paying $500-$999 a month, by 2020 the majority of renters were•paying $1,500 or more each month. As stated previously, it is challenging to find year-round rentals in.Town. Frequently, year-round rentals are found via word of mouth, or by area bulletin boards and the local paper. 3.3.5 Cost Burdened According to the results of the CHS,over 63%of respondents know someone who moved outside of Southold due to a lack of housing options. The main reason reported for moving outside of the town was that they could not afford the cost of housing. 18 https•//mrsc ora/stay-informed/mrsc-insight/december-2021/affordable-housing-and-the-impact-of-short-term- re 271Page 3 e^ Town of Southold Draft Community Housing Plan September 1,2023 The US Department of Housing and Urban Development (HUD) defines housing cost burden as the percentage of household income required to pay for rent or ownership costs. A household is considered housing cost burdened if more than 30% of their income is spent on rent or ownership costs. In 2020, it is estimated that 47%of renters and 34%of homeowners were cost- burdened in Southold Town. 3.3.6 Affordable Housing; A household earning the Town's median income would fall over$50,000 short of the Town's median home price. A homebuyer would need an annual income of approximately$137,733,to purchase a $604,800 home(the median 2020 housing value for the'"Town of Southold).19 Based on the median income for households in the Town of Southold, most residents would not be able to purchase a home selling at the current median housing value. In fact; a household earning the Town's median income would fall $50,624 short of the median home price.' Further, as previously mentioned, there are very few properties listed for,,or below, the median home price. As of the writing of this Plan,the Town of Southold and Village of Greenport have some existing affordable housing stock. To date,there are an-estimated 32920 housing units for rent/sale that can be classified as affordable. [Note: For further details on the Housing Needs Assessment Standard Process see Appendix H.] i9 The affordability calculation,for the purposes of this needs assessment,assumed a standard mortgage with the current interest rate for a 30-year,fixed-rate mortgage of 6.5%. The underwriting also assumes a 5%down payment and a housing debt-to-income ratio of 36%,which is the maximum allowed under a standard Fannie Mae mortgage. For purposes of this analysis, the yearly tax bill of $6,000 was applied, since there is not a standard tax rate throughout the town. Note that this calculation does not consider closing costs or private mortgage insurance. 20 This number uses available data as of the writing of this Plan,and includes:175 rentals and Section 8 managed by North Fork Housing Alliance; 78 vouchers funded through the Housing Authority via HUD and 4 additional community development affordable units that Greenport Village manages; 50 units at Vineyard View; and 22 units at the Cottages at Mattituck. 281 Page ' �yAF4t • ©E Town of Southold Draft Community Housing Plan September 1,2023 4.0 RECOMMENDED COMMUNITY HOUSING EXPENDITURES The Town of Southold and Village of Greenport are home to many distinctive communities. The Community Housing Fund (CHF)allows for flexibility in the use of fund expenditures to implement housing initiatives that are appropriate for each community's unique characteristics. The following are the recommended focus areas for community housing fund expenditures: • Increasing the inventory of year-round community housing(both rental and ownership) • Maintaining and supporting existing community housing • Increasing homeownership opportunities for eligible individuals • Housing education and counseling services. Several recommended grant and loan programs have been identified for inclusion in this Plan for consideration by the Town Board. The details of the programs (such as,funding amounts,terms of funding agreements, specific eligibility requirements, and,application processes) presented in this Section will require further development following. adoption of this Plan, and each will require adoption by the Town Board prior to authorizing fund expenditures." The following include suggested dollar amounts and repayment terms.for initial consideration for the recommended expenditures. While amain focus-of.the Plan is related to the new Community Housing Fund, this section also highlights other funding sources that can support the implementation of these goals and the need to consider the'specific•requirements where various sources of funding are applied. The consensus_ amongst Community- Housing Advisory Board members is that an essential component in achieving the goals—of this plan will be through the establishment of a comprehensive hodsing'program,,including creation of a new housing department that has adequate resources to develop, manage, and administer the grant/loan programs, in addition to conducting ongoing education'and outreach. The following subsections provide a menu of(recommended options for guiding housing fund expenditures. A summary table is provided in Section 4.7. The descriptions focus on identifying the intent and initial considerations for each pr'og'ram area and outlines elements which need to be further refined for adoption by the Town Board. All programs set forth throughout this section shall comply with local, state,and federal fair housing and fair lending laws. 4.1 Goal One: Increasing the Inventory of Community Housing Incentivizing the construction of new community housing units for purchase and lease is a priority of this Plan.The increasing land and construction costs,coupled with lengthy design and approval processes, and a limited amount of vacant land all exacerbate the challenges in providing additional community housing units. These challenges are faced not only by developers seeking 291 Page '$ E Town of Southold Draft Community Housing Plan ( September 1,2023 to construct multifamily residential projects, but also homeowners seeking to construct accessory dwelling units on their properties. It is recommended that the CHF provide assistance through low-interest loans for the construction of multifamily housing projects or to facilitate the construction of accessory dwelling units. It should be noted that the intent should allow for CHF loans to be used in coordination with other opportunities. Any projects,utilizing other funding sources would need to comply with the specific income eligibility requirements and purchase price or rental rate limits set by those programs. Interest rates and terms for the proposed low-interest loans have yet to be determined. The following low-interest loan types to support the construction of new community housing units are recommended for consideration and ,adoption during. the first five years of implementation. There are two example programs for consideration:, 1. Low-Interest Loans for Construction of Community Housing 2. Accessory Apartment.Low-Interest Loans . 4.1.1 Low-Interest Loans for Construction of Community Housing It is recommended that the:Town Board.consider implementing a short-term low-interest loan program to housing organizations, not for profit entities, and developers to support the creation of new community,housing projects. It issrecommended-that the application include a cost benefit analysis (balancing the funding requested with the number of community housing units created). This Plan suggests up to-$250,000 as an initial amount for consideration depending upon fund availability and the respective cost benefit analysis in increasing the number of community housing'un'its.that are achieved through the loan. In order to qualify for this low-interest loan, an applicant must be an established housing organization, not for profit organization dedicated to providing attainable housing, or housing developer approved by the Town,Board (via recommendation of the AHRC and HAC, including at least one representative from the Village of Greenport). The funding sources used for a project will determine the income eligibility requirements for tenants or purchasers as well as rental rate or purchase price limits. For example, eligibility requirements differ for grants or loans provided through the Chapter 34 Housing Fund versus the Chapter 17 Community Housing Fund; however, if both sources are used for a project, the minimum income requirements of the two programs should apply. 301 Page $ s - . Town of Southold Draft Community Housing Plan September 1,2023 Recommended eligible expenses include, but are not limited to, the following for consideration in development of the program details: • Construction and other hard costs ("brick and mortar" costs) related to: o the conversion or construction of new tenant-occupied multi-family/multi-unit projects. o the conversion or construction of new owner-occupied multi-family/multi-unit projects. • Other eligible expenditures permitted by the Act including land acquisition, planning, engineering, and other hard and soft costs directly related to the construction or rehabilitation of community housing. Recommended terms of this low-interest loan that thdTown Board may wish to consider include: • Consider application of loan rates.and terms utilized by SONYMA when establishing a low-interest rate. • All loans are to be paid back over time to the CHF (or Housing Fund-if used). • Any loan shall be fully repaid..by the recipient upon transfer of the project to another entity or sale of the property.- • Signed agreements related to-de'velooer profit standards (where required). • Long term agreements related to sales prices and maximum rents (dependent upon funding sources)._ 4.1.2 Accessory Dwelling Unit(ADW Low-Interest Loans It is recommended that the Town Board consider implementing a program to award low-interest loans to.property owners that wish to construct an accessory apartment,also known as Accessory Dwelling Units or ADU's, on their property designed specifically toward increasing the stock of year-round,rental opportunities in the Town and Village. It is important that the housing units created through this loan opportunity be rented to households meeting the income eligibility requirements and rental rate limits established by the Town Board. It is recommended that the Town set eligibility requirements to qualify for a low- interest loan and consider. the, long-term elements and possible future scenarios (such as discontinuance of use of the apartment for community housing, sale of the property, or failure to register as required under Chapter 207: Rental Permits of Town Code). Recommended eligible expenses include hard and soft costs related to conversion or construction of accessory dwelling units on a property where such an improvement is permitted by Town Code. ' a 31Page = Town of Southold Draft Community Housing Plan September 1,2023 It is also recommended that the following terms be considered in development of this program, including but not limited to: • Any accessory units supported through funds provided by the Town must be rented according to the maximum rent limits established by the Town Board and that tenants meet the requirements of the Chapter 17 and 34 Housing Registries • An applicant must be a homeowner in the Town seeking to construct an accessory apartment on their private property for rent to eligible individuals meeting the applicable requirements of the TowniCode for occupancy. • Conform to the requirements of Chapter 280 Zoning of the Southold Town Code for an Accessory Apartment including an annual rental permit and requirement that apartments created with the funds be rented on a year-round basis. • Must be paid back over time with amortized schedule to the fund. • Any loan shall be fully repaid by-the recipient upon,transfer or sale of the property/unit— or upon the failure of the recipient to complete the project within a reasonable time (to be determined),.receive a Certificate of Occupancy, and obtain a rental permit. • Identification of appropriate requirements for covenants to be filed'and recorded with the Suffolk County Clerk as deed restrictions. • Prior to approval of the proposed apartment require the Suffolk County Department of Health Services approval. 4.1.3 Farmworker Housing Loan' , As noted in the Comprehensive Plan, agriculture is an essential part of Southold both in terms of economics and land area. It is recommended that the Town Board, or their designee, look into the feasibility of offering a low-interest loan opportunity specifically to provide funding to improve existing housing or construct new housing for farmworkers. This low-interest loan program would be geared to supporting the year-round housing needs of farmworkers. 4.2 Goal Two: Maintaining and Supporting Existing Community Housing There are existing organizations within the Town of Southold and Village of Greenport that assist residents with their"housing needs. These organizations are an.important component of increasing housing options for local residents. Over time, community housing units require investment to protect the health and safety of residents, while also ensuring operational efficiency and Town code compliance. It is recommended that the Town Board consider appropriating CHF monies to help support these organizations through maintenance grants. It is recommended that the Town Board consider implementing a grant program designated specifically for the maintenance of community housing for rental to eligible individuals either by a Town Housing department or office, housing organization, or through a public/private partnership. As a grant, it would not need to be paid back as it can be considered part of the 321 Page , Town of Southold � e i,p ►+a Draft Community Housing Plan September 1,2023 investment needed for maintaining safe, healthy, efficient, and stable community housing. Applications would be reviewed in consideration of a cost benefit analysis (funding requested in comparison with the number of community housing units that are maintained by the funds). The recommended eligible applicants include housing organizations and not-for-profits that currently provide rental housing to community members. The recommended eligible expenses include maintenance and improvements which may result in sustainable cost reduction in the operation of community housing and/or relate to improving the health and safety of residents. For example, funding can be made available to support essential structural maintenance (roofing, plumbing, energy), and upgrades related to reducing carbon footprint (installation of renewable energy. production), increasing energy efficiency (including offsetting costs for replacement with Energy Star appliances). Recommended terms of this grant that the Town Board may wish to consider include: • Entity must demonstrate their capability of administering funds. • Partner agrees to comply with the profit guidelines and rental limits of the Town of Southold. 4.3 Goal Three: Increasing Homeownership Opportunities Helping eligible individuals purchase homes in the Town of Southold for year-round occupancy is a priority of this Plan, and the Community Housing Fund can-aid in the form of low-interest or interest-free loans, or a combination_for down payments. It is recognized that the price of available housing stock for sale 'is currently too high to make homeownership a reality for many individuals..However, when those opportunities do arise the recommended following loans can overcome`the initial cost barriers to homeownership. An eligible.expenditure of the CHF is financial assistance for purchase of a home by a first-time homebuyer who is a resident of the Town or is employed in the Town.' As defined by the Act, a resident is a person that is currently a resident of the Town, including a person who is a non- resident who has been a resident of the Town within the past five years. There are several terms for the provision of such financial assistance which are provided below and will need to be incorporated into the individual program details following adoption by the Town Board: 331 Page i $® Town of Southold '$ F Draft Community Housing Plan September 1,2023 • Any loan shall be repayable to the Town pursuant to the terms agreed to between the recipient and the Town, provided that loan shall be fully repaid by the recipient upon the resale of the home. • For the purposes of calculating Town tax liability for such property, only, the dollar amount of any financial assistance for the purchase of a first home made by the Town pursuant to this section shall be subtracted from the full equalized assessed value of such property. • All revenues received by the Town from the repayment of a loan shall be deposited in the fund. : An important consideration in development of the program is that where funds are offered, an assessment of affordability should be conducted to ensure that individuals will not become cost burdened by the purchase. Thus,part of the application evaluation process should be validation of sufficient income to afford the costs of homeownership, including mortgage and other loan payments, overtime. It is recommended that an appropriate1oan amount cap be established under the program to allow equal distribution opportunity and greater'dispersal'in funding to first-time homebuyers. Where feasible,this funding can be utilized in coordination with other sources (See Section 4.5). However,eligibility for-other funding should not be a restriction to receiving funding through the CHF. In addition to setting a cap forthe individual funding program, it is recommended that the specific amount of loans be determined .based upon the household's ability to afford the home. Specificglly,,the quantity of the funds provided should be determined based upon a number of variables, such as the purchase price,01f the home; savings available for downpayment, current mortgage.rate, other closing costs and taxes21, and consideration of other secured funding. In addition, it is recommended'that the iTown require that the applicant show a commitment to homeownership in.the form of savings to accommodate at least a small percentage of the purchase price fora downpayment, and demonstrate completion of a First-Time Homebuyer's Course. This maximum -price'should be based upon the maximum mortgage that would be affordable to the individual or household provided they meet the income limits of the Act.22 As noted, following adoption of the Plan, initial implementation will require detailed development of each program, including, but not limited to identifying the following: 21 Note:First-time home buyers may be eligible for an exemption from payment of the CPF and CHF transfer tax up to a certain housing cost. At the time of preparation of this plan, only homes below $483,954 are exempt from payment of the transfer fees. 22 Currently$174,360 for a 1-2-person household and$203,420 for a 3+person household. 341Page F Town of Southold Draft Community Housing Plan September 1,2023 a. Eligible individuals and households for the specific program; b. Maximum amounts for loans; c. Application requirements; d. Terms of financial assistance and associated legal agreements; e. Deed restrictions to be recorded with the County Clerk regarding requirements for year- round occupancy, obligations for repayment upon sale or transfer of property; f. Maximum percentage of the price of the home; g. Repayment schedules and interest rates and provisions for repayment; h. If permitted by law, institute property tax credits,to first time homebuyers that increase to the normal rate over a 10-year period; j i. Comprehensive list of requirements for applicants including, for example, completion of the required Mortgage Counseling program,provided by'a HUD authorized counseling provider and signed certificate of completion. The following low-interest loans '.to support. home ownership are, recommended for consideration. 4.3.1 First-Time Homebuyers' Low=lnterest Loan It is recommended that the Town Board adopt a program that,offers low-interest loans for purchase of a home in-the Town-to eligible.first-time home buyers as defined in Appendix A. In addition to meetingthe income'eligibility and purchase price limits established bythe Community Housing Fund, the Act..specifies that�funding should be provided to first-time homebuyers who are residents of the Town or-employed.-in the Town. A resident of the Town includes a person who is currently a resident of the.Town-.or a--non-resident who has been a resident within the past five years (i.e.,`returning college students). The intent of'-the low-interest loan program is to offset downpayment costs that present an obstacle for first=time home buyers. The'loans would be required to be paid back to the CHF and therefore continue,'to replenish the Fund. It is recommended that the amount awarded be dependent on the cost•ofthe dwelling, monthly costs,closing costs,and other monies committed to the project. , Recommended terms of this low-interest loan for consideration by the Town Board in development of the program are as follows: • Maximum amount of any one loan (suggestion is a cap of$30,000 per housing unit subject to annual review by the Town Board). • Consider delaying the first payment on the loan in consideration of the many initial homeownership costs that typically occur in the first years. 351 Page �y�FFM4 F Town of Southold Draft Community Housing Plan September 1,2023 • This loan can be stacked with other resources,such as but not limited to those stated in Section 4.5. 4.3.2 Hero First-Time Homebuyer Interest-Free Loan There are several sectors of the popu�at'd t-`hIi have been identified of particular significance with respect to housing. These are active 0.S.'�rriilitary service people and veterans, health care workers, and emergency service volunteers.21 'I The Town recognizes the public service commitment of residents who are serving or have served in the U.S.military and seeks to encourage these individuals in maintaining residency in the Town. Similarly, health care workers together with emergency service volunteers are essential for the health and safety of the Town's residents and visitors. Staffing the local emergency services with volunteers has become a significant challenge. These individuals dedicate their time in the interest of community service, and,more and more of the volunteers are leaving the area due to the cost arid, availability of housing.,., It is therefore recommended that active military service people and veterans, health care workers, and emergency service volunteers receive additional benefit through the establishment of a Hero Interest-Free Loan Program to support homeownership for these important residents of the Town of Southold population. This loan`structure-would need-to be paid back to the Fund in full upon sale or transfer.of the property. This Plan suggests up"Ito a $15,000 down payment assistance interest-free loan per dwelling as'an initial amount for qualifying individuals. In' addition to the general details.'ofAhe program to be developed as identified in Section 4.3, specific criteria for eligibility for Hero-interest-Free Loans will be needed. The following are suggested: , - • -,Emergency service volunteers. It is recommended that volunteers be an enrolled member of an incorporated volunteer fire company,fire department or incorporated voluntary ambulance service in good standing for at least two years. • Healthcare workers.(definition to be defined by the Town Board). • Active military service.people and honorably discharged veterans of the United States. Additional terms of this interest-free loan opportunity that the Town Board may wish to consider include: • Requirements for repayment if the recipient no longer qualifies as a volunteer, or member of the medical profession. 13 Please see Southold Town Code for definitions of these categories. 361Page • $ Town of Southold e Draft Community Housing Plan September 1,2023 • Development of criteria for repayment over time in cases of death and transfer to an immediate family member. 4.3.3 Deferred Rental Loan Program In addition to supporting homeownership opportunities, a goal of this Plan is to assist the local year-round population in securing safe and attainable rental housing. The costs of moving when coupled with first month's rent and a security deposit can be an overwhelming expenditure when on a limited budget. In order to help renters meet their needs, the Town Board may consider offering a no-interest or low-interest loan. The loan amount would be based on two times the monthly rental limits as defined annually by the Town Board. For example, in 2023 a one-bedroom maximum rental rate is up to $1,914 per month. In this scenario, the potential loan amount would be up to $3,828 which is equal to two times the maximum rental rate. In addition to the general details of the program to be developed as identified in Section 4.3, specific criteria for eligibility for Deferred Rental Loans will be needed. The following are suggested: • Requiring a 2-year lease agreement. • Requiring payback of the full loan within the first two years.., 4.4 Goal Four: Housing Education and'Counselirig-Services It is recommended that'the Town Board consider implementing a grant program designated specifically for supplementing the operational costs related to providing community housing counseling services-within the Town: The eligible applicants for CHF expenditures are not-for-profit corporations who are authorized by the United States Department of Housing and Urban Development (HUD) to provide housing counseling services. It is recommended,that grants be commensurate with the organization's needs to support creation, outreach, and implementation of the housing counseling program. The eligible expenses would include costs related to the development and provision of housing counseling services. As a grant, these funds would not need to be paid back to the fund, however, monitoring of the program would be required to demonstrate the benefit of the grant prior to award of successive grants. Proposed terms of this grant that the Town Board may wish to consider include: • Entity must be financially capable of administering monies. • Entity is a recognized not-for-profit corporation or organization authorized by HUD. 37Page o© Town of Southold Draft Community Housing flan September 1,2023 4.5 Potentially Available Stacking Loan Programs As previously noted, the recommended loan programs presented can be stacked with other financing sources.This Plan recommends that providing information to the public about available funding opportunities and helping residents navigate the various programs should be a component of the housing program to be established by the Town. The following list is not meant to be exhaustive or limiting, it is simply a sampling of other housing-related financial resources currently available at the time of writing. At any time, additional housing-related funding opportunities may be available at the local, county, state,.or federal .level. Possible additional funding sources include but are not limited to: Suffolk County First-Time Homebuyer Program (2022) Suffolk County First-Time Homebuyer Program offers up to$14,000 in down payment assistance to first-time homebuyers for eligible households. Households must earn at least $40,000 but no more than 80% of the AMI as determined by HUD, according to household size (for reference, the current application identifies the current maximums which range from $81,400 for a 1-person household to $153,450 for a household of 8 or more). The assistance is offered in the form of zero-interest deferred loans that are forgiven after five years if the recipient lives in the dwelling for that period. Applications are available in English and Spanish at the Suffolk County website at https://scdownPayment-.com/. SONYMA ACHIEVING THE DREAM.LOAN First-Time Home Buyers' Down Payment Assistance This loan offered by New York State is a 30-year fixed-rate mortgage with no points available for the purchase -of- 1-4 family.- homes, cooperatives and condominiums. Down payment requirements ar-e.as low as 3% (and 3% down payment assistance is available). The minimum cash contribution is 1% (3%for co-ops). The grant can be combined with other SONYMA special features, other grants and subsidies .with no limit. Information about SONYMA first-time homebuyer.assistance is found'at:.httos://hcr.ny.gov/sonyma-programs. SONYMA Down Payment Assistance (DPAL) PLUS First-Time Home Buyers In recognition that one of the biggest obstacles faced by first-time homeowners is saving for down payments and closing costs, the state has developed the Down Payment Assistance Loan (DPAL), program which is,available for all buyers using a SONYMA mortgage program. The program is designed to overcome the initial burden of purchasing a first home. The following provides a summary of the current details: • The loan cannot exceed the actual down payment and/or closing costs. • Interest rates for first-time mortgages with a DPAL attached will be .375% higher than mortgages without. This higher interest rate does not apply to Graduate to Homeownership, Homes for Veterans, or ENERGY STAR® programs. 381 Page Town of Southold Draft Community Housing Plan September 1,2023 • All or a portion of the Down Payment Assistance Loan may be required to be repaid if an individual sells their home or refinances within the first 10 years of purchase. • The amount subject to possible repayment will decrease by 1/120 per month each month an individual lives in the property. • In the event the proceeds from the sale of your home are not enough to pay any repayable amount,the shortage will be forgiven. Plus One Accessory Dwelling Unit(ADU) Home Improvement Program This program provides grants to "units of local government'and,hot-for-profit organizations that are committed to creating community-specific programs for generating safe, quality accessory dwelling units".The Town of Southold is partnering With,the'Long Island Housing Partnership to bring this unique program to local residents. More information will'be forthcoming on the Town of Southold and/or LIHP websites as details are finalized. Find a general program overview at: https://hcr.ny.gov/adu Farmworker Housing Program This low-cost loan program "assists.New York State's agricultural industry by providing financial assistance to improve existing housing or construct new housing for farmworkers". Find program details at: https://hcr.ny.gov/farmworker-h6using-prograr6-fwh., 4.6 Benchmarking Progress`, It is strongly recommended that the Town Board establish performance measures to help monitor the implementation of this Housing Plan. These performance measures should be established in Year One and reviewed annually bythe Town Board. In particular,the Town Board should utilize a benchmark for measuring the increase of attainable housing units, per hamlet over time. As stated previously, a goal of this Plan is to achieve an equitable distribution of attainable housing across the hamlets. As of the adoption of this Plan, the Town Board is considering utilizing a benchmark of 2%24, to represent the current percentage of all "attainable" housing throughout the Town and Village. The Town Board will consider increasingl,that�"percentage during an annual review process. Overall, further analysis needs to be performed in order to construct a sound methodology for measuring progress toward the Town's Housing Goals. The Town Board may consider asking the Housing Advisory Commission to facilitate this analysis with input from other Town Departments and/or committees. ia This takes a rough estimate of 329 affordable housing units (from Town of Southold,Village of Greenport, and North Fork Housing Alliance) and divides it by the total housing units of 16,298.This calculation results in 2%as a baseline representing current existing attainable housing. 391Page s • , Town of Southold � E Draft Community Housing Plan September 1,2023 4.7 Summary Table Table 4-1: Example Grant and Loan Program Structures consideration[Note:The amounts suggested are for Pro Suggested Maximum Program Amount3 pose Recommended Pur Eli Applicants g Eligible pp Low-Interest Loans for Provide financial assistance Housing organizations, not- Construction of $250,000.00 for viable community housing for-profit entities, and projects and facilitate developers approved by Community Housing public/private partnerships. the Town Board. Low-Interest Loans for Applicants who meet or will meet the requirements of Creation of Accessory Increase stock of year-round Apartments Amounts to be rental opportunities in the Chapters 17,34,207 and determined Town and Village 280 of the Southold Town Code and Town established rental limits. Housing organizations and -- Amounts to be. Maintenance of community not-for-profits that Maintenance Grants 2 housing for-rental to eligible currently provide rental determined individuals. housing to community members First-Time Homebuyer Down payment for first-time First-time homebuyers who Low-Interest Loan $30,000.00 home buyers are residents of the Town or employed in the Town. Hero First-Time Down payment assistance for US military servicepeople, first-time home buyers as health care workers, and Homebuyer Interest- $15,000.00 qualifying individuals. emergency service Free Loan volunteers For supplementing the Not-for-profit organizations Housing Education& Amounts to be operational costs related to who are authorized by the Counseling Services determined 2providing community housing US Department of Housing Grants counseling services within and Urban Development the Town. (HUD). 1 Income limits apply to eligible applicants. 2. Certified contractor or cost estimates are recommended to be a required submission in eligibility determinations. 3. The Town Board may exceed these amounts. 401 Page Town of Southold i,r,.►+°' ! Draft Community Housing Plan September 1,2023 I 5.0 COMMUNITY HOUSING,PLAN IMPLEMENTATION AND MANAGEMENT 5.1 Establish a Housing Department Implementation of this Plan will require the formation of a comprehensive housing program with dedicated management and adequate staff to work towards achieving the Plan's established goals. This Plan recommends that the Town of Southold establish a dedicated Housing Department25 to manage, coordinate, and facilitate the creation of community housing under the guidance of the Town's Comprehensive Plan, including this Plan. It is recommended that the individual(s) hired for this Department have experience.withaffordable housing programs and projects. Example duties of the Housing Department include, but are not limited to: 1. Establish Housing Program 2. Orchestrate Housing-Related Committee Coordination 3. Administer Housing Registry Lists 4. Oversee Application Process,, 5. Manage Eligible Person Selectiorf,Process_ 6. Monitor and ensure compliance,with Chapters 17 and 34 Funds 7. Facilitate CommurSity Outreach and Education 8. Compile Regular Reports and Yearly°Audits 9. Act as a Liaison between applicants and Town Departments (i.e., Planning, Building, etc.) The following---subsections 'provide_ general recommendations for the establishment and implementation-of.a Housing Program. 5.1.1 Housing Prograrr'Management. If the Towri`-Board chooses to hire a Housing Program Manager, their role will need to initially include the development of details for the programs outlined in Section 4, along with related application and review processes`; for the Town Board's consideration. In addition, the new Housing Program Manager will'need to consider the following functions: • Work on implemerifing. a community housing registry list for individuals eligible under the Act (who are not-eligible under the Chapter 34 Affordable Housing Registry); • Develop and implement a multilingual wide-ranging outreach and education program; 2s This Plan recommends the establishment of a Housing Department. While the Town Board may establish a comprehensive housing program through an existing Town Department, for the purpose of this Plan, the phrase "Housing Department"is utilized when discussing the roles and functions of the housing program and related staff for implementing the goals of this Plan. 411 Page ' y�fgff • i Town of Southold Draft Community Housing Plan September 1,2023 • Collaborate with the Housing Advisory Commission, Town Planning Department, Town Attorney, and Town Board on all housing-related matters; • Provide regular reports to the Town Board along with community updates; • Ensure fiscal responsibility of the Funds via yearly audits26; • Implement and ensure compliance with Housing Program elements (i.e., eligibility, loan terms, etc.); and • Coordinate future updates to the Housing Plan. The example duties and functions detailed above are outlined to demonstrate the breadth of responsibilities required to facilitate a comprehensive housing program, they are not meant to act as a job description or duty statement. Suggested recommendations and related details to program implementation are outlined below. 5.1.2 Housing Registry List Management 5.1.2.1 Update Chapter 34 Housing Registry As discussed in Section 2.5,the Southold Town Housing Advisory Commission currently manages the Affordable Housing Registry, a roster of individuals who need housing and would like to be informed of any available affordable housing opportunities in the Town. It is important that this list and registrants are regularly updated and monitored so that timely notifications can be sent to viable candidates when-opportunities'arise in Town: 5.1.2.2 Establish a Chapter 17 Community Housing Registry The Community Housing Fund establishes income limits that exceed the eligibility requirements for affordable housing as currently defined by the Town Code.Therefore, it is recommended that a new Community Housing Registry list be generated to include individuals and families eligible for community housing created through the CHF. 5.1.3 Outreach and Education The Housing Department should develop and implement a comprehensive multilingual housing education and outreach program. Implementation should include, but not be limited to: • Administering an annual housing survey27; ze Every municipality in the State of New York is required to file an annual financial report with the State Controller (per Article 3, Section 30 of General Municipal Law). The Town of Southold retains an independent auditor to prepare an annual report of the Town's finances which are filed with the State and posted on the Town's website. Z'Based on survey results from 2023,there is a goal to increase participation in the housing survey for the future. It is recommended that direct contact be made with school districts (and PTAs), civic organizations, chambers and other business organizations,volunteer service providers,larger employers,and local businesses across the hamlets and Village. 42Page � e Town of Southold Draft Community Housing Plan September 1,2023 • Developing and distributing public announcements through various media outlets and organizations; • Establishing a regularly updated website or webpage on housing; • Conducting educational outreach on the latest programs and finance structures through email blasts and social media; and • Strengthening collaboration between the Town Board,the Village of Greenport Mayor and Trustees,Town Departments,the public, and other stakeholders, including housing organizations, real estate professionals, large employers, school districts, and volunteer providers. There are two main target groups for outreach and education efforts: community members who are seeking housing, and people/institutions looking to create housing. 5.1.3.1 Outreach for People Seeking Housing Educational outreach will be needed to increase awareness of the Plan as well as to ensure that eligible individuals for community housing(people that live or work in Southold)are aware of the potential for future housing opportunities. As the purpose of the CHF is to make community housing available for year-round residents that live or work in the Town/Village, it will be important to get the word out to individuals that these new options will be on the horizon. This Plan recommends regular community engagement and outreach to ensure that Housing Registry Lists reflect the community's needs, and that individuals can find year-round housing that fits their financial means. 5.1.3.2 Include Multilingual Communications for Housing Registries To facilitate-better-communication with diverse sectors of the Town's population, information about the housing registry options should be publicized in multiple languages on the Town website and available media_channels. 5.1.3.2 Outreach for Awareness of Fund Eligible Expenditures Educational outreach should be developed regarding the different programs outlined in Section 4 and their target populations. 5.1.3.3 Outreach and Education to Address the Housing "Stigma" The Comprehensive Plan states that we must "deepen public understanding of who needs affordable housing and why2811. As shown in Section 3 of this Community Housing Plan, the housing crisis in Southold is impacting individuals and families across the economic spectrum, making finding an attainable place to live in Southold a seemingly unreachable dream. Recent online petitions and other forms of public objection showcase that community members have 21 Southold Town Comprehensive Plan,Chapter 8:Housing,Objective 2.1(D). 431Page $ Town of Southold moi; ►+`� Draft Community Housing Plan September 1,2023 concerns regarding the location of attainable housing. At times these objections mischaracterize the individuals and families who could benefit from attainable housing. The launch of this Community Housing Plan is an opportune time to dispel myths and address the social stigma. 5.1.4 Develop the Application Procedure for Housing Funds (Chapter 17&34) 5.1.4.1 Consider Developing a Notice of Funding Availability A tool that is regularly used in alerting entities of the availability of funds is called a Notice of Funding Availability (NOFA). A NOFA is a notice describing the,type of funding available on a competitive basis and provides a contact where an:application may be submitted. It is recommended that the Housing Program utilize a NOFA to'notify the community (including but not limited to the public, housing organizations, regional developers, non-profits, etc.) by providing information on the amount of funding available, priority areas (as identified by the Town Board), and directions on how to apply. For example, when the Community Housing Fund reaches:an established.threshold (e.g., $500,000),the Town can release a NOFA with details on how to apply, including outlining priority areas for funding. Prior to releasing :q NOFA, the Town should develop a clearly defined, fair/equitable, and manageable application-process. The`NOFA can be drafted by the Housing Department based on available funding_ and aligned with, established housing goals and programs. The NOFA should be.brought as'a proposal toAhe Town Board for their review and adoption. 5.1.5 Review and Approval Process for Fund Expenditures A process will need to be established-for the review'and approval of Community Housing Fund expenditures.While the Town Board is the ultimate decision-making body,this Plan recommends the following process for consideration: 1. Housing'Department proposes that'Town Board issue a NOFA. 2. Town Boa rd.issues NOFA. 3. Interested applicants submit an application. 4. Housing Department screens applicants for eligibility (in coordination with Town Attorney). 5. Southold Town Housing Advisory Commission (along with at least one representative from the Village of Greenport) reviews applications, issues pre-approvals if required, and makes recommendations to the Town Board. 6. Town Board reviews recommendations and makes determinations (Note: Exact process to be determined.) 7. Housing Department will be notified of determinations and shall inform applicants. 8. All contracts shall be created and approue,d by the Town Attorney. 441Page • ,� � Town of Southold Draft Community Housing Plan September 1,2023 Note: Nothing herein shall be construed to limit the authority of the Town Board. Due to the competitive nature of this funding process, employees of the Town will be responsive to questions but cannot provide specific guidance or recommendations to potential applicants. Only the Town Board by resolution following a properly noticed public hearing is authorized to fund a project and authorize the execution of a contract by the Supervisor on behalf of the Town. 1 i I 1 . 1 45Page ©� Town of Southold • r,r,+ Draft Community Housing Plan September 1,2023 6.0 ADDITIONAL RECOMMENDATIONS In addition to consideration and implementation of the grant and loan programs described in Section 4, there are also various tasks that are recommended to assist in the overall implementation of this Plan. The tasks were identified through the development of this Plan and through consultation with the Town and CHF Advisory Board. The recommendations include: 1. Petition to increase SONYMA Income Limits 2. Address the Impacts of Short-term Rentals 3. Regularly Update Housing Plan with Community Engagement 4. Consider Code Amendments to Increase Year-round Community Housing 5. Explore Incentives for Increasing Community Housing 6. Develop Best Practices in Housing 6.1 Petition to Increase the SONYMA Limit Currently, the first-time homebuyer-exemption from payment of the Community Preservation Fund (CPF)or CHF transfer fee is limited to homes that are within 60%of the purchase price limits defined by the State of New York Mortgage Agency (SONYMA�).low interest rate. At the time of this Plan,this figure would mean in order to be exempt from paying the transfer fees a first-time home buyer would need to-buy a home in Southold/Greenport for less than $483,954 (which is 60%of the current SONYMA limit of$806,950). This purchase price limit was originally set when the CPF was introduced in the 1990s:,At that time,Southold Town requested that the exemption limit be lower than other areasibecause there' was concern that the number of first-time exemptions would decrease the,impact-of the CPF Program. Considering that the median home price is now over $600;000, it is recommended that the Town seek an increase in this purchase price limit-,as a way to increase the number,of first-time homebuyers that qualify for the exemption: 6.2 Address.the Impacts of Short-Term Rentals 6.2.1 STIR Role in'Housine Crisis i As stated previously, short term-rentals (STRs), defined in §280-4B of Town of Southold code as a dwelling unit rented for a period of less than 2 weeks, is prohibited in the Town. Similarly, in the Village of Greenport,STRs are limited to a minimum of 2 weeks(unless the dwelling is owner- occupied or there is a long-term tenant). However, as of February 2023 there were over 73029 STR listings in the Town/Village with the highest density occurring in and around the Village of Greenport. This Plan recognizes that STIRS (regardless of legality of the units) are playing a role 29 Data collected from airdna.co. 461Page 9�F�lpO Town of Southold i,�,1►°? Draft Community Housing Plan September 1,2023 in the housing crisis by reducing housing units available for year-round rentals. Year-round rentals are crucial to meeting community housing goals as they provide lower-priced housing solutions for people in lieu of homeownership. 6.2.2 Enforcement and Regulation of STRs It is strongly recommended that the STR issue be revisited by the Town and consideration be given to increased enforcement in order to reduce the number of illegal units. In addition, if STRs are ever permitted in the future, which this Plan does not suggest or endorse, the Town should consider establishing tools and regulations to effectively, monitor and manage regular enforcement. Specifically, this Plan recommends that the Towri invest in software for STR monitoring and enforcement used in other towns (e.g., Grani6us),.as it is an efficierit,, effective and revenue- producing tool to address the impact of short-term rentals on the availability of year-round housing units in Southold Town. In addition, the Town might consider creating regulations including an impact fee for short-term rentals that-in turn can be deposited in the CHF for use in supporting year-round community housing. Another recommendation, if the Town'wereto,permit STRs in the future, is to find ways to lessen the impact on available year-round housing stock by- developing a permitting process with a specified number of issues.per-hamlet per year, or potentially 'designating area/zones within Town where STRs could.be considered. These'regulations could streamline enforcement while bringing monies back-to'the Housing;Funds. 6.3 Update Housing Plan witht6mmunity Involvement 6.3.1 Annual Housing Plan Update,. The Peconic Bay Region Community'Housing Act requires an update to the Community Housing Plan every five years. It is recommendedlhat this Plan be revisited on a yearly basis for the first five years to determine whether an interim update to the Plan is required. Interim Plan updates may be appropriate.atintervals of1ess than five years if significant changes to demographic and housing conditions, applicable regulations and laws, land use trends and practices, and other relevant factors are observed in the Town. The update process for the Housing Plan should be similar to the process involved in the preparation of the present document. In particular, when updating the Plan, it is recommended that a new Housing Survey be issued,that updated census data be evaluated, and that a robust community engagement process be conducted. 6.3.2 Hamlet Study Update In addition, updates to the hamlet studies (included in the 2020 Comprehensive Plan) should be considered to identify how housing goals can best meet the unique needs of each hamlet. It is 471 Page Town of Southold Draft Community Housing Plan September 1,2023 also recommended that the Village of Greenport analyze opportunities for housing in the Village for inclusion in future Plan updates. 6.4 Code Amendments to Increase Community Housing The Town is in the process of updating the zoning code to implement recommendations of the Comprehensive Plan. This zoning code work should also include, but not be limited to: • an analysis of regulating transient housing (STRs); • simplifying code related to accessory apartments; • identifying other ways to increase year-round housing opportunities in the Town; and • including regulations to encourage new accessory dwelling units where appropriate for the community. 6.5 Explore Incentives for Increased Community Housing for Rent Accessory apartments otherwise'known as Accessory Dwelling Units (ADUs) can play a large role in increasing community housing throughout the Town and Village. An essential element when increasing the number of ADUs for`comrhunity housing, is to implement a mechanism to ensure ongoing compliance with affordability`guidelines. It is 'recommended that the Town explore several avenues to encourage the development-of ADUs, including but not limited to: • Identifying funding programs available to property owners; • Assessing theme potential for tax exemptions (and thepotential to limit reassessment on property improvements related to the construction'of-an ADU to provide year-round community housing);and ' • Researching how other municipalities are successfully promoting ADUs. The current Town code permits,accessory apartments. However, there is an opportunity to educate thb.public on code requirements and the application process. As part of the education and outreach `program, it is recommended that the Town develop a guide to ADUs for property owners to identify the requirements, available funds,and steps to receive approval and potential financial support for'those seeking to construct an ADU for community housing. While the number of unregistered apartments in the Town or Village is unknown, it is recognized that these units do exist`and,that this Plan provides an opportunity to address the issue. It is recommended that the Town consider mechanisms that encourage property owners to bring existing unregistered apartments into compliance with code requirements. The Town and Village could consider implementing a short-term amnesty program (e.g., 6 months) to allow property owners an opportunity to legalize existing units and bring them up to code. 481 Page ' �.9SufrkR�o • ® Town of Southold Draft Community Housing Plan September 1,2023 6.6 Develop Best Practices in Housing 6.6.1 East End Town Collaboration The voters of four East End towns passed referendums that allowed the collection of 0.5% transfer tax and the creation of individual Peconic Region Community Housing Funds (the Towns of Southold, Southampton, East Hampton, and Shelter Island). Both the Town of Southampton and the Town of East Hampton have established Housing Departments with success in the development and management of housing projects. The knowledge base of these department leaders would be helpful as the Town of Southold establishes a comprehensive housing program. It is recommended that the Town meet with representatives of the other towns to discuss their programs and identify viable resources for the Town and Village. 6.6.2 Regional Housing Programs The Plan recommends considerations for additional research and, collaboration with other municipalities. Many other communities that are similar to Southold/Greenport struggle with year-round housing and they can provide successful community housing models and programs for consideration (i.e., Nantucket, Cape Cod,,and Martha's Vineyard). It is recommended that the Town Housing Department compile_resources on innovative housing solutions that have achieved success from other locations and identify programs which may be emulated in Southold Town. 6.6.3 Encourage Intergenerational Housing In consideration of the higher-than-average population of people aged 55 and older in the Town, the Town should consider how intergenerational housing30,which provides incentives to provide housing for a mix of older and younger people,can be achieved in the Town as a way of increasing options"for residents to age in place, be more engaged in the community, and generally be less isolated. 6.6.4 Support'Development,.of,Mixed-Income Housing 4 \ This Plan recommends exploring ways to diversify housing types and income levels when creating community housing. developments. As stated in the Suffolk County Planning Commission Guidebook, "Healthy communities contain a mixture of housing types. Dispersion, integration, and equitable distribution _should therefore be the foundation of local and regional housing efforts. These policies help to both strengthen communities and prevent segregation and the creation of pockets of poverty." "See articles for more information at https://seniorhousingnews.com/2021/05/31/how-intergenerational-[iving- is-shaping-new-senior-housing-models-post-pandemic/, https://homeseniors.org/intergenerational-housing,and https://www.nyti mes.com/2021/09/02/style/housing-elderly-i ntergenerational-I ivi ng.htm I?smid=nvtcore-ios- share&referringSource=articleShare 491 Page �SgfFKt� ' a F Town of Southold ` � ►+°� Draft Community Housing Plan September 1,2023 One means of addressing mixed-income housing would be to look closely at the maximum sales and rental prices the Town Board establishes each year. These numbers are based off of HUD Area Median Income (AMI) guidelines for Nassau/Suffolk County. The amounts currently listed (as shown in Appendix D) refer to families of four earning 80-120% of the AMI. However, it is noted in the Housing Needs Assessment that the number of economically disadvantaged students is increasing, which suggests some local family incomes may fall below 80%of the AMI. This Plan aims to encourage housing projects that are available.to the many working families in Southold Town. Structuring the purchase price and rental amounts to include a table of different price ranges and income levels could be a way forward in establishing housing opportunities for families across the economic spectrum. 6.6.5 Audit Existing Application Processes The Town has several application processes 10 facilitate the creation of'affordable/community housing. It is recommended that the involved Board,and Town Departments that review, assess, and issue permits meet to develop a streamlined application process.A specific recommendation is to consider a universal accessory,apartment application process. 6.6.6 Local Community Land Trust Encourage the creation of a-local 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. In future updates to the Plan,the Town should evaluate the option,available-through the Act to utilize the Community Housing Fund to purchase land for the-purpo'se of creating new community housing. 6.6.7 "Zoning and Desi n Considerations for Community Housing Promote the zoning and design of attainable housing that fits in the Towns' landscapes and streetscapes With, architectural mass that supports the character of each location while minimizing potential environmental impacts. Encourage the adaptive reuse of existing buildings that are underutilized'and in'locations that are supported by the CHF and this Plan while recognizing the sustainability of certain uses (i.e., religious institutions, retail, banking, etc.) and new opportunities. 6.6.8 Establish On-Site Management Requirements In line with recent decisions from other municipalities, it is recommended that the Town Board establish a requirement for on-site property management for any multifamily attainable housing development of 20 or more units. p! 501 Page Town of Southold Draft Community Housing Plan September 1,2023 j 7.0 "A',PPEN,D.ICES •4 i r ' 1 51 Page • y�1ffltt ' Town of Southold Draft Community Housing Plan September 1,2023 APPENDIX A: PECONIC BAY REGION COMMUNITY HOUSING FUND NEW YORK TOWN LAW: § 64-K PECONIC BAY REGION COMMUNITY HOUSING FUND. 1. Definitions. As used throughout,the following words and terms shall have the following meanings: (a) "PECONIC BAY REGION" -the towns of East Hampton, Riverhead, Shelter Island, Southampton, and Southold. (b) "COMMUNITY HOUSING" -a primary residential property'for an eligible individual that does not exceed 150%of the purchase price-limits established by the state of New York mortgage agency low interest rate loan program in non-targe ,categories31 for Suffolk County in effect on the contract date for the sale of such property.. (c) "BOARD" -the advisory board,created pursuant,to subdivision six of this section. (d) "FUND" -the community housing fund authorized pursuant to subdivision two of this section. (e) "FIRST-TIME HOMEBUYER" -an eligible individual who has not owned a primary residential property and.is not married to a person who has owned a residential property during the three-year period prior to-his-or her purchase of the primary residential property, and Who does not own a vacation'or investment home. (f) "PRIMARY RESIDENTIAL PROPERTY" - any one-or two-family house,townhouse, or condominium:-. f (g),-,"ELIGIBLE INDIVIDUAL" -a household with,an income that does not exceed one hundred percent of the income'limits as established by the state of New York mortgage agency low,interest`rate loan program in non-target categories32 for Suffolk County in effect on the contract date,for the'sale of such property. . r � 2. Fund authorized. 31 Accepted July 25,2022 until further notice:Purchase Price Limit for 1-Family New&Existing Non-Target Homes in Suffolk County is$806,590. 32 Accepted July 25,2022 until further notice:Income Limit for a 1-2 Person Household is$174,360 and for a 3+ Person Household it is$203,420. https://hcr.ny.gov/system/files/documents/2022/07/20220725 income pp limits lirp.pdf 521 Page • $® ,a F Town of Southold i# Draft Community Housing Plan September 1,2023 The town board of any town in the Peconic Bay region is authorized to establish by local law a community housing fund, pursuant to the provisions of this section. Deposits into the fund may include revenues of the local government from whatever source, including but not limited to: (a) all revenues from the supplemental real estate transfer tax authorized by subdivision two of section fourteen hundred forty-nine-bb of the tax 1aw33; (b) all proceeds from any indebtedness or obligations issued pursuant to the local finance law for community housing opportunity purposes as authorized in subdivision three of this section; , (c) general fund balances or surpluses; (d) any proceeds received by the local government-from the sale or rental of community housing produced from revenues of the fund;- (e) the repayment of any loans issued from proceeds of the fund,', (f) any gifts of interests in land or funds; arid_ (g) any state or federal grants received by the town for providing afford 6ble,homes. 3. Purposes of the fund. The proceeds of the fund established pursuant to subdivision two of this section shall be utilized for the following-purposes: (a) the provision of financial`assistance to first-time homebuyers who are residents of the town for the purchase of a)first home. Such financial assistance may be in the form of a grant-or a-loan. -A-town may provide financial assistance for the purchase of a first home to a first-time.homebuyer'who is a resident of the town or who is employed in the town. A resident of the town shall include a person who is currently a resident of the,town or a cion=resident.who has been a resident within the past five years. (2) Such financial assistance shall not exceed fifty percent of the purchase price of the home. f (3) If such financial assistance is in the form of a loan, such loan shall be repayable to the town pursuant to the terms agreed to between the recipient and the town, provided that any loan shall be fully repaid by the recipient upon the resale of the home. 33 https://Iaw.0ustia.com/codes/new-vork/2021/tax/article-31-d/1449-bb/ 531 Page Town of Southold Draft Community Housing Plan September 1,2023 (4) For the purposes of calculating town tax liability for such property, only,the dollar amount of any financial assistance for the purchase of a first home made by the town pursuant to this section shall be subtracted from the full equalized assessed value of such property. (5) All revenues received by the town from the repayment of a loan shall be deposited in the fund. (6) A town may provide financial assistance for community housing in conjunction with a public/private partnership for employer assisted housing. (b) the actual production of community housing for sale to'eligible individuals by the town; (c) the actual production of community housing for sale to eligible individuals in conjunction with a public/private partnership,•where the private partner agrees to comply with the profit guidelines of the New-York state affordable housing corporation and the provisions of this section; (d) the actual production and maintenance of community housing for rental to eligible individuals either by the town or the town housing authority; or in conjunction with a public/private partnership,where the private partner agrees to comply with the profit guidelines of the New York state affordable housing corporation and the provisions of this section; _ (e) the rehabilitation of-existing buildings and structures in the-town for the purpose of conversion to community housing for sale or rental to eligible individuals; (f) the acquisition'of interests lin'real property in existing housing units, which will result in the production of community_housing for sale,or rental to eligible individuals; and (g) the provision of-housing counseling services by not-for-profit corporations who are •authorized by the.United States department of housing and urban development to provide such services. 4. Fund management. Interest accrued by monies deposited into the fund shall be credited to the fund. In no event shall monies deposited into the fund be transferred to any other account. Nothing contained in this section shall be construed to prevent the financing in whole or in part, pursuant to the local finance law, of any purpose authorized pursuant to this section. Monies from the fund may be utilized to repay indebtedness or obligations incurred pursuant to the local finance law consistent with effectuating the purposes of this section. S. Eligible expenses. For the purposes of this section, eligible expenses relating to the production of community housing and the rehabilitation of existing buildings and structures under the fund shall include 541Page • ®� Town of Southold Draft Community Housing Plan September 1,2023 but not be limited to land acquisition, planning, engineering, construction costs, and other hard and soft costs directly related to the construction, rehabilitation, purchase or rental of housing pursuant to this section. All revenues received by the town from the sale or rental of community homes, or the repayment of loans shall be deposited in the fund. 6. Advisory board established. The town board of any town in the Peconic Bay region which has established a community housing fund pursuant to this section shall create an advisory.board to review and make recommendations regarding the town's community housing plan required by subdivision seven of this section. Such board shall consist of not less than seven nor more than fifteen legal residents of the municipality who shall serve without compensation. No member of the local legislative body shall serve on the board.The board shall include a,representative of: (a)the construction industry; (b)the real estate industry; (c)the banking industry; and three representatives of local housing advocacy or human services organizatiohs.'Where a village or villages, located within the town, have elected to participate in.the fund, as provided in subdivision seven of this section,the board shall include at least one resident of a participating village or villages. Where an Indian hation.is located within the boundaries of a town,the board shall include at least one member.from such nation.The board shall act in an advisory capacity to the town board.- -7.Adoption of housing plan. (a) Before a town in,the Peconic Bay region,may expend any funds pursuant to this section, the town-board shall first adopt a town housing plan which establishes an implementation plan for the provision of.community housing opportunities by the fund. •,Said plan shall be adopted by local law. Such plan shall adhere to the following smart growth principles: (1),. Public investm'ent..To account for and minimize social, economic, and environmental costs of new development, including infrastructure costs such as transportation,sewers, and wastewater treatment, water, schools, recreation, and loss-of open space and agricultural land; (2) Development.,To encourage development in areas where transportation, water, and sewage infrastructure are available or practical; (3) Conservation. To protect, preserve, and enhance the state's resources, including agricultural land,forests, surface waters, groundwater, recreation and open space, scenic areas, and significant historic and archeological sites; (4) Coordination. To promote coordination of state and local government decisions and cooperation among communities to work toward the most 55Page Town of Southold i,�, ►+°� Draft Community Housing Plan September 1,2023 efficient, planned and cost-effective delivery of government services by, among other means,facilitating cooperative agreements among adjacent communities, and to coordinate planning to ensure compatibility of one's community development with development of neighboring communities; (5) Community design.To strengthen communities through development and redevelopment strategies that include integration of all income and age groups, mixed land uses, and compact development, .traditional neighborhood development, planned unit development, 'open space districts, downtown revitalization, brownfield redevelopment; enhanced beauty in public spaces, and diverse and community housing in close"proximity to places of employment, recreation, and commercial development; (6) Transportation. To provide transportation choices, including increasing public transit and alternative modes of transportation, in order to reduce automobile dependency,traffic congestion, and°automobile pollution; (7) Consistency.To ensure-predictability in building and land use codes; and (8) Community collaboration. To provide for.and.encourage local governments to develop,through a collaborative community-based effort, smart growth plans that include.long term land use and permit predictability and coordination, efficient decisio i'making and planning implementation. (b) Such plan may include the establishment of a map or maps that delineate the housing implementation recommendations proposed by the town. (c) Such plan-shall be updated at least-once every five years. (d) Thfe town-housing plan-shalI be an element of the town's comprehensive plan. (e)- Such plan shall ensure that.all community housing created pursuant to this section remains affordable: Subsequen_t'purchasers of such community housing shall have at the time of purchase, pursuant to.th'e definition "eligible individual", an income that does not,exceed one hundred percent of the income limits as established by the state of New York mortgage agency low interest rate loan program in non-target categories for Suffolk County. (f) Such plan shall provide for the equitable distribution of community housing opportunities among all the communities of the town. The plan shall ensure that no community has an undue concentration of community housing opportunities that would substantially alter the character of the community. In determining equitable distribution of community housing opportunities, existing community housing opportunities in a community shall be considered. 561Page �y¢FKt Town of Southold Draft Community Housing Plan September 1,2023 8. Village participation. (a) The participation of any village in the production of community housing authorized by this section shall be at the option of the village. In order to participate, a village shall pass a resolution opting into the program and shall submit said resolution to the town board. (b) Where a village opts to participate pursuant to this subdivision, an intergovernmental agreement shall be executed pursuant to article five-G of the general municipal 1aw34 or other applicable legal authority, in order to establish the rights and responsibilities of each government regarding community housing opportunities. (c) Regardless of whether a village participates in the program authorized by this section, properties in the village shall be subject to the supplemental real estate transfer tax authorized by subdivision two of section fourteen hundred forty-nine-bb of the tax law. 34 https://www.nysenate.gov/legislation/laws/GMU/A5-G 571 Page Town of Southold i,�,-t►°T Draft Community Housing Plan September 1,2023 APPENDIX B:2020 TOWN COMPREHENSIVE PLAN This Community Housing Plan seeks to be consistent with and further the goals of the Southold Town Comprehensive Plan (2020). The Housing Chapter of the Southold Town Comprehensive Plan35 identifies the following goals ; pertaining to the creation and sustainability of communitY `-� housing within the Town, each of which are described in more detail below. Goal 1: Create Affordable Housing " �,�•� •�-',.._:�.: j Goal 2: Promote Awareness About Housing Issues Goal 3: Retain Residents in Existing Housing Goal 4: Protect Quality of Life SOUTHOLD TOWN Goal 5: Develop Best Practices in Housing COMPREHENSIVE PLAN W...1012.February 2010 Goal 1: Create Affordable Housing The Comprehensive Plans notes 'the critical need for increased housing opportunities to maintain:a vibrant workforce and serve the residents of the Town. The Comprehensive;Plan;outlines an objective•to,proyide•div&sified housing to meet the needs of current year-round residents, including senior citizens and-local workers. Code amendments have made it possible for the development of accessory apartments in existing barns and garages that can be-renovated into small apartments for singles or couples or which can be used by homeowners wishing to.downsize;while renting.their homes to larger families. The Town"Zoning code provides an opportunity for homeowners to establish an accessory apartment to'existing single-family homes. Recently, the Town of Southold collaborated on a funding opportunity with the Long Island'Housing Partnership to access New York State funding to support the creation of accessory apartments or accessory dwelling units (ADLI's) through grants to low and middle-income single-family homeowners. In addition, the Comprehensive Plan discusses the potential for revolving grant assistance programs to enable residents on the Housing Registry to rehabilitate or purchase homes. This 35 The 2020 Comprehensive Plan is available on the Town Website at southoldtownny.sov/123/Compre hensive- Plan and can be viewed at local libraries and at the office of the Southold Town Clerk,53095 Route 25,Southold. 581 Page ��SCSfitl�o • Town of Southold dor dF Draft Community Housing Plan September 1,2023 Community Housing Plan explores the potential for grants, as well as low interest loans, as potential implementation measures which are discussed in more detail in Section 4. Goal 2: Promote Awareness About Housing Issues The Comprehensive Plan notes that many residents are unaware of the existing resources that might help them obtain funding to buy a home, fend off foreclosure, or maintain their home. In addition, there are many misconceptions about housing. The Comprehensive Plan proposed potential solutions including the development of educational forums related to housing services, program, and resources, as well as the preparation and distribution of printed and online materials to accompany the forums. This Community Housing Plan seeks tol further.this goal `by including outreach from the community in the preparation of this Plan;. Presentations on community housing were given at Town Board Work Sessions, and at meetings with a local civic association, Housing Advisory Committee, and Village of Greenport. These sessions included sharing'a.link to a survey about community housing. The survey was available online, included as a QR- code on posters throughout the town, and via paper copies. Goal 3: Retain Residents in Existing Housing The Comprehensive Plan notes that there is a large percentage of senior residents residing within the Town and that seniors have unique housing needs. The basis for the Peconic Bay Region Community Housing Act was-to provide funds for the creation of community housing to allow current residents to-remain in the East End towns which have.been impacted by changes in the local housing market.' This Community Housing Plan recommends the creation of grants dedicated to increasing senior housing units-in the Town as discussed further in Section 4. Goal 4: Protect Quality.of Life This goal from the Comprehensive`Plan is focused on protecting quality of life for neighbors of neglected homes and blighted properties, and protecting the safety of rental tenants. A priority of this Community Housing Plan'is to maintain and support existing community housing units. Recommended potential grant funding is outlined in Section 4 including maintenance and operational support4or-existing community housing providers. Goal 5: Develop Best Practices in Housing This Comprehensive Plan goal is focused on ensuring that the Town keeps up to date with evolving legislation, policies, and programs that provide innovative housing solutions. This Community Housing Plan stems from a solution created through NYS legislation adopted in 2021, and the Town continues to be involved in regional forums ensuring successful launch and implementation of the community housing fund. 591 Page ' �tyFFfil . Town of Southold Draft Community Housing Plan September 1,2023 APPENDIX C: AFFORDABLE HOUSING REVIEW COMMITTEE PROCESS August 23,2022 Affordable Housing Review Committee Process 1. Mission To review the change of zone application and/or preliminary concept plans,structure,and applicant capability and make a recommendation to continue or not with an application and change of zone to AHD to the Town Board. 2. Members a. Supervisor and two Town Board liaisons b. Planning Staff and Planning Board Member(s) c. Chair,Housing Advisory Commission d. Chair,Architectural Review Committee e. Chief Building Inspector 3. Concept Plan Process(This process preliminary reviews the concept of an application) a. Direct all affordable housing inquiries that require zone change to the Town Clerk for processing. I. Submission Requirements 1. Completed Preliminary Concept Form(New). 2. Concept Plan. ii. Developer Resume,Portfolio,and Qualifications. b. Town Clerk will notify the Town Board and AHRC of the new concept application. c. AHRC meets with applicants;if the AHRC decides to continue with the concept and the zone change,they would make a written recommendation to the Town Board. d. if Town Board agrees to proceed,they schedule the concept for a work session. i. Hold a public informational session ii. Elect to consider the change of zone iii. Elect not to consider the change of zone e. If Town Board elects to consider the change of zone then the applicant submits the formal change of zone application to the Town Clerk and the process continues as described in the Town Code 280-29(This requires more detailed plans and information.). I. Request the Planning Board's&Housing Advisory Commission's reports 1. 60-day deadline for the reports Source: Town of Southold" 3e In order to view affordable housing concepts that are under review,go to the Town of Southold website,click on Town Records,click on Affordable Housing,and then click on Affordable Housing Review Committee. 601 Page {N' Town of Southold s i# Draft Community Housing Plan September 1,2023 APPENDIX D: MAXIMUM HOME PURCHASE PRICE AND MONTHLY RENTAL AMOUNTS FOR SOUTHOLD TOWN AFFORDABLE HOUSING REGISTRY RESOLUTION 2023496 '�. ADOPTED DOC ID:19192 THIS IS TO CERTIFY THAT THE FOLLOWING RESOLUTION NO.2023496 WAS ADOPTED AT THE REGULAR bIEETING OF THE SOUI'HOLD TOWN BOARD ON MAY 23,2023: RESOLVED that the Town Board of the Tour of Southold hereby sets the maximum initial sales price and maximum allowable monthly rent for 2023 for affordable housing units as follo-VA's: 2023 Home Purchase Price May Not Exceed Households earning 80%or less of the HUD $255,000* median income for NassaulSuffolk Households earning 100%or less of the HUD $390,750** median income for Nassau/Suffolk Households earning 120%or less of the HUD $468,900*** median income for Nassau/Suffolk *2.5 times the 80%median income family of four-Nassau/Suffolk County($102,000) **2.5 times the 100%median income family of four-Nassau/Suffolk County($156,300) ***2.5 times the 120%median income family of four-Nassau/Suffolk County($187,560) 202311IonthI`Rental Amounts Diay Not Exceed(utilities maN or may not be incladed) Efficiency $1536*** One Bedroom $1914*** Two Bedroom $2297*** Three Bedroom $2952*** FourBedroom $32450" ***Represents HUD fair market rental RESOLVED that pursuant to Chapter 240-10-B(2)(c)[2][a]of the Town Code,the Town Board of the Town of Southold hereby sets$390,750 as the amount of palment required per housing unit for Moderate Income Family Dwelling Units not built within the Town of Southold's inclusionary zoning requirements. Said amount reflects two and half times the Nassau/Suffolk median income for a family of four in accordance with the Long Island Workforce Housing Act. Denis Noncarrow Southold Town Clerk Source:Town of Southold37 3'The maximum initial sales price and maximum allowable rents are established each year by the Town Board. 611 Page ® Town of Southold Draft Community Housing Plan September 1,2023 APPENDIX E: HOUSING NEEDS ASSESSMENT SOURCES & METHODOLOGY Section 3.0 Housing Needs Assessment includes a review and analysis of information compiled from the following sources: United States Census Bureau was consulted for data and statistics regarding demographics including population, housing, and economic statistics from the 2000 Census, 2010 Census & American Community Survey (ACS) Five-Year Estimates, and 2020 Census and ACS 5-Year Estimates. All town- wide analyses were based on the Southold Town, Suffolk County, NY geography, which includes the Village of Greenport. In addition, the analysis of population/and housing trends includes the individual hamlets within the Town and the Village of.Greenport based on the following Census Designated Place (CDP) data: Cutchogue, East Marion; Fishers`,Island, Greenport (village), Laurel, Mattituck, New Suffolk, Orient, Peconic,West Greenport(hamlet), and Southold (hamlet). Environmental Systems Research Institute, Inc. (ESRI) generated on-demand demographic reports specific to the Southold Town through the Business Analyst Online program: All estimates provided by ESRI draw upon data from sources including the Current Population Survey,American Community Survey, Census of Retail Trade (all available via the United" States Census Bureau), Consumer Expenditure Survey (via the United States Bureau of Labor Statistics), United States Postal Service, Internal Revenue Service, National Bureau"of Economic Research;•and other commercial and federal data sources. New York State Education,Department provided enrollment-data,for the six school districts within the Town of Southold, including: Fishers Island Union Free School District (UFSD), Greenport UFSD, , Mattituck-Cutchogue UFSD, New Suffolk Common School District, Oysterponds UFSD, and Southold UFSD and information_ regarding the number of students that are economically disadvantaged within each school district. AirDNA was consulted for statistics about,the short-term rental market for each of the hamlets in the Town of Southold and the Village,of Greenport(with the exception of Fishers Island). The Southold Town Comprehensive Plan was published in February 2020 and included extensive background research,and input,from the community. Insights from the Comprehensive Plan were incorporated into the Needs Assessment to provide additional context and background information. The Community Housing Survey was hosted online,and a link to the survey was included as a QR code on posters placed throughout the town,shared via email,at Town Board work session presentations, and in the Suffolk Times. Paper copies of the survey were made available at the Town Planning Department and the CAST office. The survey was launched in October 2022 and as of February 28, 2023, over 750 responses were submitted. Nearly 90% of respondents (695 respondents) reported being current residents of the Town of Southold, with many of the nonresidents indicating that they were former Town residents or individuals who work in Southold. 621 Page a Town of Southold i,�, ►+°� Draft Community Housing Plan September 1,2023 APPENDIX F: EXISTING DEMOGRAPHIC AND ECONOMIC PROFILE Population Growth The total year-round population in Southold steadily increased during the 20-year period analyzed, as shownJ in Table 3-1. Between 2000 and 2010, the population was estimated to increase by approximately', 7% from an estimated population of 20,600 residents in 2000 to an estimated 21,968 residents in 2010.' Between 2010 and 2020, the population increased by approximately 8%to an estimated 23;732 residents. Table 3-1:Southold Population Year Population %Change 2000 Census 20,600 - 2010;Census 21,968 7% 20205-Year ACS Estimates 23,732 8% Source:2000,2010&2020 Census Data Table 3-2 shows the population change for each of the hamlets within the Town of Southold and the Village of Greenport in 2000, 2010,,and 2020 based on decennial Census data. The vast majority of hamlets experienced population growth during the time period analyzed, with the largest percent growth (over 39%growth)observed in the hamlets of Fishers Island,Orient, East Marion, and West Greenport. Significant growth was-also observed in Cutchogue, Laurel, New Suffolk (over 20% growth). The Southold hamlet experienced an estimated 11% growth, while the populations in Mattituck and Greenport Village only increased slightly (less than 5%). The only hamlet to-experience,a decrease in' population was Peconic. Table 3-2a: Southold Population by Hamlet Hamlet 2000 2010 2020 2000-2020 Population, Population Population %Change Cutchogue 2,849 3,349 3,437 21% East Marion 756 926 1,048 39% Fishers Island 289 236 424 47% Greenport (Village) 2,048 2,197 2,058 0% Laurel 1,188 1,394 1,495 26% Mattituck 4,198 4,219 4,322 3% New Suffolk 337 349 403 20% Orient 709 743 999 41% Peconic 1,081 583 692 -36% West Greenport(Hamlet) 1,579 2,124 2,190 39% Southold (Hamlet) 5,465 5,478 6,040 11% 63Page • S�Fkf r © Town of Southold Draft Community Housing Plan September 1,2023 Source:2000,2010&2020 Census Data Although it is well-known that Southold is a popular destination for tourists (particularly in the summer months) and contains a significant seasonal population, as discussed in the Comprehensive Plan, "there are no readily available demographics to help us understand the composition of the seasonal population." While it would be helpful to understand more about the seasonal population of Southold, the intent of this Housing Plan is to focus primarily on the year-round population of Southold and their housing needs and a more detailed and targeted analysis involving substantial outreach to, the seasonal population would be required to understand the demographics. ; Hispanic/Latino Population Table 3.2b: Hispanic/Latino Population Location° 2010 - 2020 Percent Increase Southold Town (including Village of 2382 3610, 51.6%" Greenport) Source:2010&2020 Census Data In 2010 the Hispanic/Latino population accounted for 2,382-out of 21968 total residents, or 10.84%. In 2020,they accounted for 3,610,out of 23;732 total-residents, or 15.21%. The terms Hispanic and Latino are based on'definitions used by the U.S. Census, "About Hispanic Origin. The U.S.`.Office of.,Management*and Budget (OMB) requires federal agencies to use a minimum of two ethnicities in collecting and reporting data: Hispanic or Latino and Not Hispanic or Latino.OMB defines."Hispanic.or Latino"as a person of Cuban,Mexican, Puerto Rican,South or Central American,or other Spanish culture or origin regardless of race. People who identify with the_terms--'..Hispanid",or "Latino" are those who classify themselves in one of the specific'Hispanic or Latino categories-listed on the decennial census questionnaire and various Census`'B�ureau survey questionnaire's, "Mexican, Mexican Am., Chicano" or "Puerto Rican" or "Cuban"—'as well as those who indicate that they are"another Hispanic,Latino,or Spanish origin." The 2010 Census question on Hispanic origin included five separate response categories and one area where respondents,could write in a specific Hispanic origin group.The first response category was intended for respondents Who do not identify as Hispanic.The remaining response categories ("Mexican, Mexican Am., Chicano"; "Puerto Rican"; "Cuban"; and "another Hispanic, Latino, or Spanish origin")and write-in answers can be combined to create the OMB category of Hispanic."- https://www.census.gov/topics/population/hispanic-origin/about.html Age Distribution The age distribution of the year-round population in Southold is available from the 2000 and 2010 Census, as well as the 2020 5-Year American Community Survey (ACS) estimates. The 2020 Decennial Census data available at the time this analysis was conducted did not include age 641 Page ' syrrar $©• ,� � Town of Southold Draft Community Housing Plan September 1,2023 distribution information. Since the 2020 age distribution data is from the ACS rather than the Decennial Census,there are discrepancies in the total population. Therefore,this study focused on the percent distribution for each age group, rather than the actual population counts to observe the trends in age distribution. The age distribution of the year-round population of the Town of Southold, including the Village of Greenport, is shown in Table 3-3 and Graphj3=3 . The population of young people (under 20) has declined significantly in the past twenty years from over 23%to 15% of the total year-round population. The 20-34-year-old population remained about the same at a range of approximately 12 to 13% of the total population. The 35-59-year-old population has decreased from over.35%in'2000 to about 30%in 2020,while the senior population (over 60 years old) has increased significantly from 28% in 2000 to more than 41% of the total year-round population in 2020. The over 60,population is the only age group in the Town that has increased consistently as compared to other age groups over the past three decades. Table 3-3:Southold Age Distribution Over Time Age Range 2000 2010 2020 - -Under 20 23.6% 20.7% •15.1% 20 to 34 12.2% 12.4% 13.6% 35 to 59 ' 35.7% 34.7% .30.0% 60 and Over 28.6% 32.2% 41.3% Source:2000&2010 Census,2020 5-Year ACS Estimates Graph 3-3:Age Distribution 45.0% c ° 40.0% 4 cc CL 35.0% 30.0% ----__--_—_ _ _--._.—_------...__-----..— ----- -®2000 Y 25.0% — ----------- — -- ---- — o ■2010 ------ -- tv M u 2020 c 15.0% — ------ ---- --— -- m 10.0% — Under 20 20 to 34 35 to 59 60 and Over Age Group 65Page ®( Town of Southold Draft Community Housing Plan September 1,2023 The age distribution trends reflect the results of the Community Housing Survey where nearly half of the over 750 respondents were seniors (aged 65 and older) and an additional 21% of respondents were between the ages of 55 and 64. Although efforts were made to receive input from residents of all ages, additional efforts may be necessary to receive input from younger generations when conducting updates to the Needs 'Assessment to understand the housing needs of these groups. It is noted, however, that insight was received about the needs of the younger generation through the many comments provided by aged 60 and older respondents regarding the needs of their adult children and grandchildren. The full age distribution of survey respondents is provided in Table 3-4. 'Table 3-4:Community Housing Survey Respondents Age Distribution Age Range Count %of Total Respondents Under 18 :0 0% 18 to 24 9. 25 to 34 58• 7 35 to 44 90 12% 45 to 54 ; 76 10% - 55 to 64 167 22% 65 and Older 368. 48% Source:2000&2010 Census,2020 5-Year�ACS,Estimates Based on the age distribution information, it isnot surprising that the median age in Southold has increased overtime as well,as,shbwn in Table 3-5. In 2000,the median age of Town residents was 44.3, which increased to a median_age of 49.0.in 2010, and finally a median age of 54.9 in 2020, which-represents an`approximately 24%changeover the 20-year time period analyzed. Table 3-5:Southold Median Age Over Time ` 2000 2010 2020 Median'Age ,44.3 49.0 54.9 Source:2000&2010 Census,2020 5-Year ACS Estimates i The year-round population -in the Town of Southold shows age distribution trends that are consistent with other communities attractive to retirees and a seasonal population. More specifically,these trends include a relatively high median age;fewer people in the younger adult cohorts;and a high percentage of the population over 50 years old. The Southold Comprehensive Plan notes that Suffolk County has the second-largest senior population in the State of New York, with 14.5% of the population of Suffolk County reported as being 65 years or older. In addition, the Plan notes that in 2010, more than-25%of Southold's population was 65 years or older,which is significantly higher than the percentage of seniors in Suffolk County. 66Page • �� Town of Southold Draft Community Housing Plan September 1,2023 The Community Housing Survey responses also indicated the need for housing for younger residents,families, and the workforce of Southold. When given the opportunity in the survey to provide any comments related to housing,the most common response was related to the need for housing opportunities for young people and families,with nearly 50 comments related to this topic. This need was identified by younger people who have struggled to find and afford safe and comfortable housing in the Town, causing some of them to delay having families and being unable to build wealth through home ownership. A number of older residents also expressed that their adult children have either remained living in their homes because they cannot afford their own housing in the Town,and some indicated that they know people who have moved away due to a lack of housing. Even respondents that considered themselves to have adequate housing often described how they are sympathetic to the struggle of the younger generations to find housing. School District Trends The Town of Southold is home to six school districts, which are: Fishers Island Union Free School District (UFSD), Greenport UFSD, Mattituck-Cutchogue" UFSD, New Suffolk.Common. School District, Oysterponds UFSD, and Southold UFSD. Analyzing enrollment trends observed in the Southold school districts supports the trend-that the younger population is declining in the Town. The number of children enrolled in Southold school districts has generally been steadily declining in the ten years analyzed,-as shown in Table3-6 and;.Graph 3-4. 'The.2011-2012 total enrollment for all school districts was-3,033 students, which is the largest student population observed in this analysis. By the,2020-2021 school year;;tlie number of students decreased to 2,643, a net decrease of 13% or 390,students 3 In the ten years analyzed there were no years that showed even a slight increase in the total""number of students, although there are individual districts that witnessed slight_increas.es (an..incr"ease of less than 20,students) in enrollment over the ten-year period,analyzed. Table 3-6:School District Enrollment Number of Students School District 2011-2012 School 2020-2021 School 10-Year Change Year, j, ,, Year Fishers Island UFSD 611 1 k1!1' Nill 65 +4 Greenport UFSD 608 623 +15 Mattituck-Cutchogue UFSD 1,418 1,089 -329 New Suffolk CSD 7 14 +7 Oysterponds UFSD 81 95 +14 Southold UFSD 858 757 -101 Total 3033 2643 -390 Source:New York state Education Department 671 Page ��gpfF�It = Town of Southold Draft Community Housing Plan September 1,2023 The trends observed in the school district population support the overall population trends from the Census Bureau data showing a decline in.the population of young residents. According to the 2000 Census,28%of households in the Town of Southold include children under 18 years old. By the 2010 Census,22.7%of households had children under 18 residing in the household. Although data is not yet available from the 2020 Census for this metric, it appears that this trend of declining households with children would be expected to continue based on the decrease in school enrollment over the past 10 years. While not the only factor contributing to the decline in school children, at least some families are unable to afford. housing in Southold and have relocated. Graph 3-4: School'District Trends 3100 3000 Z _ 2900 Ln f LL 2800 ticw CO Z 2700 2600 2500 , 2400 -_ _.__:.-__.. _------_.._ ______.:_-__--- __-----_.. ._ .___.._.----_,.___-_._i-- N M V to 00 Ol O r-I ei a-i a--I a--I ci ei ci N N N 11 N M V U1 to 1, 00 0) O a-I ei N a-i a--I r-1 -1 -4 a--1 N 0 0 0 0 0 0 0 0 0 0 N N N N N N N N N N SCHOOLYEAR Each Southold school-Aistrict iprovides information about the number of students that are considered economicaIly',disadvantaged each year. Economically disadvantaged students participate in economic assistance programs, such as free or reduced-price lunches, social security insurance, food stamps, and other similar programs. In the ten years analyzed, the percentage of students considered economically disadvantaged has increased every year, with the exceptions of the 2017-18 and 2020-21 school years, as shown in Graph 3-5. The decrease in 2020-21 likely represents the addition of new students of relatively wealthy families residing full-time in Southold during the pandemic. 681 Page i ���pFFk,►� ' Town of Southold Draft Community Housing Plan September 1,2023 3-5: Percentage of Students that are Economically Disadvantaged 45% — —--- -- ---42A/o 41% 38% N 35% 33% 30% _—_ _._______—____ ____..__._ 28%_ 24% 4N... 25% __..�______.-..22% _ 0 M 20% c 15% -- L CU a 10% 0% 2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 School Year When viewing each school district individually,..disparity among the districts regarding the percentage of economically disadvantaged.students,becomes very clear, as shown in Table 3-7. There are districts with no economically disadvantaged students, namely New Suffolk Common School District, Oysterponds UFSD;,, and Fishers. Island UFSD: The Southold UFSD and the Mattituck-Cutchogue UFSD- each, had a moderate amount of economically disadvantaged students. The-Greenport UFSD which, from 2011 to 2021 increased from 51% to 75% of the student,population_qualifying as economically Aisadvantaged. Table 3-7: Percentage of Students that are Economically"Disadvantaged by School District School District 2011-2012 School 2020-2021 School 10-Year Change Year Year Fishers Island UFSD . 0% 0% 0% Greenport UFSD 51% 75% +24% Mattituck-Cutchogue 14% 30% +16% UFSD New Suffolk CSD 0% 0% 0% Oysterponds UFSD 0% 0% 0% Southold UFSD 19% 38% +19% Source:New York state Education Department 1 691 Page SySN[fCP • Town of Southold + Draft Community Housing Plan September 1,2023 Inflow/Outflow of Jobs The United States Census Bureau hosts the "On the Map"tool which allows for a detailed analysis of commuting characteristics. An inflow/outflow analysis was performed for the Town of Southold, which shows the relationship between employees working in the Town of Southold and their location of residence. The analysis used 2019 data as that was the most recent information available and includes all types of jobs. The results of this analysis are shown in the graphic to the right. It was estimated that 3,957 employees in Southold reside outside of the Town and 5,890 Southold residents travel out of the Town for work. An estimated additional 4,013 residents both work and live in Southold. Another"On the Map" analysis that is revealing shows where Southold workers live. Based upon the analysis, only 50.4%of all working in the;Town•live in the Town of Southold. The rest come from a variety of places, the most traveling from Brookhaven (1,010`people), Riverhead (752 people) and Southampton (403) towns. While not all of these workers would wish to live in the Town of Southold, it is expected that many would consider a-move if feasible to avoid a lengthy commute from even nearby townships: kA 11 `I FI�"" i:4j 1 5:890e� �,G"�-,1 InflowlOutflow job Counts In 2019 77, ice, .r' � 'Q �.•-,�i .,t,•,.: '., �; � 1� o Y ••' -_ ! i 4� !. �M 3.957-Employed In Selection Area,Live Outside) • — 5"890-live In Selection Area.Employed Outside j i, ��• �-.r!f LT..,T 4,013-Employed and Live In Selection Area + 70Page Town of Southold Draft Community Housing Plan September 1,2023 Household Income The household median income in the Town has increased significantly in the past 20 years from $49,898 in 2000 to an estimated $87,109 in 2020, as illustrated in Table 3-8, representing a percent increase of approximately 75%. Although overall incomes have increased, there are residents who struggle to afford housing in the Town based on their current incomes, even for households with more than one income. Table 3-8: Median Household Income Year Median Household Income 2000 Census $49,898 2010 5-Year ACS Estimates $73,171 2020 5-Year ACS Estimates $87,109 Source:2000&2010 Census,2020 5-Year ACS Estimates When considering the median income of each hamlet located within the Town of Southold, the Southold communities show some disparity, as illustrated in Table 3-9. In the year 2000, the difference between the community with,the highest household median income (Cutchogue) and the lowest median income (East Marion) was $20,886._ In-comparison, in 2020 the difference between the highest median income commuriity •(Laurel) and the lowest median income community(Fishers Island)jumped up to$77,207. It is noted that median household income for some areas reflects the high percentage of retirees. Table 3-9:Median Household Income by Hamlet Hamlet 2000 2010 2020 2000-2020 %Change Cutchogue $65,469 $82,574 $112,747 72% East Marion $44,583 $73,050 $86,900 95% Fishers Island $50,521 $67,045 $46,250 -8% Greenport (Village) $31,675 $48,398 $62,045 96% Laurel $57,639 $105,119 $123,457 114% Mattituck $55,353;;!� l� $90,015 $91,040 64% New Suffolk $51,667 I' $44,643 $104,375 102% 711 Page • �SgfFf(f Town of Southold �•IF Draft Community Housing Plan September 1,2023 Table 3-9: Median Household Income by Hamlet 20.00-2020 Hamlet 2000 2010 2020 /Change Orient $45,461 $77,000 $72,885' 60% Peconic $52,368 $78,295 $91,283 74% West Greenport (Hamlet) $44,063 $63,153 $66,202 50%, Southold (Hamlet) $47,074 $70,903, $86,632 84% Source:2000,2010&2020 Census Data,2010&2020 ACS 5-Year Estimates i 72Page Town of Southold Draft Community Housing Plan September 1,2023 APPENDIX G: EXISTING HOUSING PROFILE Housing Stock The total number of housing units in Southold has increased during the 20 years analyzed, as indicated in Table 3-10. Occupied housing units include year-round residences which are estimated to have increased from 8,460 residences in 2000 to 9,090 residences in 2010 and finally 9,562 residences in 2020. The number of vacant housing units also increased between 2000 and 2020 from approximately 5,309 residences to about 6,736 residences in 2020. Most housing units classified as "vacant" by the Census Bureau are seasonal. residences and these comprise roughly 90% of the vacant housing stock in Southold, with the remaining vacant homes being unoccupied or currently being offered for sale. The,percent,itowth in total housing units was 18% between 2000 and 2020. Between 2000 and-2020 the number of occupied housing units increased by only 1,102 whereas the number'of vacant housing 'units increased by 1,427. Represented as a yearly average increase in housing units,the number 'of owner-occupied units increased by over 55 units per year whereas the number of,vacant housing units increased by over 71 units per year. Table 3-10: Number of Housing Units Type of Housing Unit 2000 . 2010 2020 Total Occupied Housing Unit's,(Households). 8,4,60 9,090 9,562 Total Vacant Housing Units ",(includes -- 5,309 '-'6,287 6,736 seasonaFhomes) Total Housing Units 13,769 15,377 16,298 Source:2000,2010&2020 Census Data,2010&2020 ACS 5-Year Estimates It is anticipated that the vast\,majority of this new residential construction was single-family homes,,because it is estimated 'that nearly 90%.of the homes in Southold are single-family detached.homes. This trend' has stayed consistent for the 20 years analyzed and likely much longer. Detailed,housing structure type information for the Town is shown in Table 3-11. Table 3-11: Percentage of Housing Units by Structure Type Type of Structure 2000 2010 2020 1-unit, detached 90% 89% 90% 1-unit, attached- 1% 1% 1% 2 units 3% 3% 3% 3 or 4 units 1% 2% 2% 5 to 9 units 3% 2% 2% 10 to 19 units 0% 1% 1% 20 or more units 0% 2% 1% Mobile home 1% 0% 0% 73Page • ® Town of Southold Draft Community Housing Plan September 1,2023 Table 3-11: Percentage of Housing Units by Structure Type Type-of Structure 2000 2010 2020 Boat, RV, van, etc. 0% 0% 0% Total Occupied Housing 100% 100% 100% Units Source:2000,2010&2020 Census Data,2010&2020 ACS 5-Year Estimates The Community Housing Survey queried respondents about the types of housing units they would like to see more of in their communities. Respondents indicated support for numerous types of housing units, with the most support for single=family homes, ADUs, and mixed-use buildings with apartments, as shown in Graph 3-6. Graph 3-6: Survey Input Regarding Preferred Housing Types 450 - ----- -------------------------_� _ — 1q NA 400 CL350 — ------ --------- ---- ---- -- -— -- w 300 _ ___-_ .__.._._-___- ---, a:i 250 - — ------ ---- _-^-�--�_,-_ _ --- — 200 - -- ------ ---'� i—- _ - _ — - C150 100 ----- -----� --- -- ---- 3 50 --- z er`ey \e}�y ��r�y ey�o�' oS �y tih 5`a pJQ CoQ ce ti\ 40 ��e ae Ile,�� oho ale PQ ea y P° Types of Desired Moderately Priced Housing The longer-term trends in the'age of the housing stock are shown in Table 3-12. More than a fifth of homes in Southold were constructed priorto 1940 (over 3,500). Following 1950, the number of new houses built every ten years showed some growth and plateaued between 1,600 units and 2,300 units. A very small number of housing units have been constructed since 2010, comprising less than 200 housing units. This slowdown in construction could be related to economic conditions,the lack of vacant land within the Town that can be developed,or expensive and time-consuming approval processes, and is likely exacerbating the existing housing shortage in the Town. 741 Page © Town of Southold # Draft Community Housing Plan September 1,2023 Table 3-12:Year Structure Built Year Structure Built #of Housing Units Built 2014 or later 29 Built 2010 to 2013 139 Built 2000 to 2009 2,109 Built 1990 to 1999 2,224 Built 1980 to 1989 1,996 Built 1970 to 1979 2;334 Built 1960 to 1969 1,649 Built 1950 to 1959 1,400 Built 1940 to 1949 888 Built 1939 or earlier 3,530 Total 16,298 Source:2000,2010&2020 Census Data,2010&2020 ACS 5-Year Estimates Census data indicates that the housing stock in Southold contains a variety of sized units in terms of the number of bedrooms, as shown in Table 3-13. Over.the 20-year time period analyzed, housing units with three bedrooms were the most common. To start to quantify if the existing housing unit size in terms of number of bedrooms is consistent with the needs of the community, the Community Housing'Survey asked respondents how many bedrooms would best suit their housing needs. As shown in Graph 3-7,the vast majority of respondents are interested in housing units with two or three bedrooms: Table 3-13: Percentage of Housing Units by Number of Bedrooms Type of Structure 2000 2010 2020 No bedroom 1% 1% 1% 1 bedroom 6% 6% 6% 2 bedrooms 23% 20% 18% 3 bedrooms 45% 46% 44% 4 bedrooms 19% 21% 22% 5 or more bedrooms 7% 6% 8% Source:2000,2010&2020 Census Data,2010&2020 ACS 5-Year Estimates 75Page ' LyFFQ,� �® Town of Southold f Draft Community Housing Plan September 1,2023 Graph 3-7: Number of Bedrooms that Best Suit Needs of Survey Respondents 300 m c 0 CL 200 v 100 0 E z Studio 1 bedroom! —2115edroom 3 bedroom 4+bedroom i Number of Bedrooms Needed Housing Tenure Housing tenure refers to the ownership or rental structure of housing units. Housing tenure trends in Southold have remained fairly corisistent.over time. There are significantly more year- round owner-occupied housing units `than year-round renter-occupied housing units. The percentage of the total'housing-stock that is,year-round owner-occupied ranged from 47% to 50%between 2000 and 2020. The'percentage of renter-occupied units has consistently been low (under 15%) and continued to decline to an estimated 8% in 2020. As the only housing tenure category that has declined,.in the past 20 years; the number of renter-occupied units has decreased,by riearly.30 units over the-20-year study period. A significant portion of the housing stock is,comprised of seasona[homes,which has.increased from nearly 35%of the total housing stock to nearly 37% of the•housng stock. The remaining residences in the "Other" category in Table 3-14 consist primary,of homes'that are vacant year-round and homes that are being offered for sale an&consistently comprise about.4 to 5% of the housing stock, depending on the year. ,1 Table 3-14: Housing Tenure Trends Housing Tenure 2000 2010 2020 M M M Year-Round Owner-Occupied 49.6% 47.1% 50.5% Year-Round Renter-Occupied 11.9% 12.1% 8.2% Seasonal Homes 34.9% 35.7% 36.8% Other 3.7% 5.2% 4.5% Source:2000,2010&2020 Census Data,2010&2020 ACS 5-Year Estimates 76Page Town of Southold �+i ►�" Draft Community Housing Plan September 1,2023 Short-Term Rental Market. A component of the Town's year-round housing has traditionally been provided through private rentals. While short-term rentals (STR) have occurred prior to the popularization of online platforms such as VRBO and Airbnb,these companies have facilitated the rental of properties on a short-term basis by individual property owners and have greatly increased the incidence of STRs. While no direct correlation can be made, it is evident that as more housing units are used for short-term rentals, there are less housing units available for the year-round population. According to data obtained through airdna.co, there were over 700 active short-term rentals in the Town of Southold in the month of February 2023 on either Airbnb or VRBO,as shown in Table 3-15 and Graph 3-8. Table 3-15:Short-Term Rentals by Hamlet Hamlet38- Active Rentals Cutchogue 73 . East Marion 63 ; 'Greenport(including the incorporated village 239 and unincorporated area�of•Greenport) ` Laurel 30 Mattituck. `,, 89 �4 New Suffolk 12 Orient 30 Peconic 22 f, Southold, -- 175 -Town of-Southold'&Greenport Village, 733 `. Source:airdna.co, 1 ' J i 3'No data was available for Fishers Island. 771 Page 1 �ti0ff4,�� ' � e Town of Southold i,r,fip1 Draft Community Housing Plan September 1,2023 Graph 3-8: Short-Term Rentals by Hamlet 300 - _--- ---_ .—� 250 __ - 239 -- ----- -- —— --- 200 - ----- ----- -175- 150 ----- -- - - ---- - --- 89 100 ___73____ 63 ___ ---- -- -------- - 50 - --30-----. - -30-----22- ** Na * Snapshot of active rentals as of February 2023 based upon Airdna.corn ** Includes the Village of'Greenport and unincorporated area of Greenport Housing Market Conditions- . The median housing value_.for own'er'occupied residences in the Town of Southold has increased significantly during the 20-year time period analyzed, as shown in Table 3-16. The median value of owner-occupied homes house price has been trending upwards over time from a median value of$218,400-in 2000-to a median value of$604,800 in 2020. This represents a percent increase of 177%in median home value between 2000 and 2020. Respondents of the Community Housing Survey indicated that the median house-'price that they would feel comfortable purchasing was $500,000, which is over $100,000 less than the median housing price. And while the median housing price is reported as$604,800, as of the date of this Needs Assessment, there were only eight homes listed for•sale throughout the Town of Southold for$600,000 or less. Table 3-16:Town of Southold Median Value of Owner- Occupied Homes Year Median Value 2000 $218,400 2010 $558,800 2020 $604,800 Source:2000 Census Data,2010&2020 ACS 5-Year Estimates 78Page t © Town of Southold Draft Community Housing Plan September 1,2023 Table 3-17 shows more detailed home value statistics for each of the hamlets and the Village of Greenport, which indicates that every hamlet experienced significant increases in median housing value. Table 3-17: Median Value of Owner-Occupied Homes by Hamlet Hamlet 2000 2010 2020 2000-2020 %Change Cutchogue $254,300 $640,100 $637,200 151% East Marion $206,800 $590,7.00 . $681,800 230% Fishers Island $270,600 $800,000 No Data 196%39 Greenport (Village) $151,400 $470,900 $500,000 230% Laurel $213,600 $531,000 $602,500 182% Mattituck $203,900 $555,100 $543,000 166% New Suffolk $217,800 - $694,700 $854,200, 292% Orient $281,400 $740,500 $811,500 188% Peconic $264,000 $658,600 $682,100 158% West Greenport (Hamlet) $176,100 $456,800 $573,200 225% Southold (Hamlet) Lt $227,200 1 $509,800 $602,500 165% Source:2000 Census Data,2010&2020 ACS 5-Year Estimates Monthly rental rates are increasing over time as.well, as shown,in Table 3-18. In 2000, rentals were available at a variety of price points, with the majority of rentals in the $500-$999 range. By 2010,there wa' still a variety of price points available; however,the majority,by a slim margin, of rentals were in the range of$1,000 to $1,499. By 2020, there was less variety in price, and it is estimated that-nearly 57%of rental units cost at least$1,500 or more per month. The 20-year percent change between 2000 and'2020 shows how the number of rentals with rent of$1,500 or more-per month increased 1,580% and was the only category to show an increase. Table 3-18:Renter-Occupied Housing Units by Gross Rent Number of Renters by Year Rent - 20-Year% 2000 2010 2020 Change Less than $500 100 92 11 -89% $500-$999 896 421 66 -93% 39 No data is available for the median housing value on Fishers Island in 2020. The percent change calculation is based on 2000 and 2010 and indicates the 10-year percent change. 791 Page c © Town of Southold i,Y,_►+°' Draft Community Housing Plan September 1,2023 $1,000-$1,499 424 461 396 -7% $1,500 or more 45 449 756 1580% No Data or No Rent Paid 117 161 108 -8% Total 1,582 1,584 1,337 -15% According to a search of One Key Multiple Listing Service (MLS) in March of 2023, 101 homes were available for sale in the Town of Southold. Listing prices ranged in price from $399,000 to $8,295,000. The nearly$9 million home may be an anomaly as only 3 other homes were listed above $4 million. There were 173 rental units listed; the majority of which were offered as seasonal or vacation homes. Housing Gaps and Priority Housing Needs Analysis A lack of housing options that are affordable to Town residents and employees of Town businesses has been a contributing factor to people seeking housing outside of the Town. According to the results of the Community Housing'•Survey,; over 63% of respondents know someone who moved outside of Southold due to a lack of housing options. The main reason reported for moving outside of the town•was that they could not afford the cost of housing. Cost Burdened Analysis The US Department'of Housing an6,Urban Development (HUD)`•defines housing cost burden as the percentage of household income required to pay for rent or ownership costs. A household is considered housing cost burdened if more than 30% of their income is spent on rent or ownership costs. A review of,the percentage of households spending more than 30%of their income on gross rent or ownership.,costs is shown in 6raph.`3-9. In 2000, the percentage of owner-occupied households spending over 30%oftheir income on housing costs was 30%of households,whereas the percentage'of renters spending over 30%of their income on housing costs was approximately 47% of households. By 2010, the' gap narrowed substantially. Where renters were previously more likely to be cost-burdened,than homeovu 611!ers in 2000, in 2010 the percentage of owner- occupied households and. renter occupied households spending over 30% of their income on housing costs was 37% of households and 395,p' of households respectively. In 2020, it is estimated that once again 47% of renters were cost-burdened and 34% of homeowners were cost-burdened, reestablishing the gap between renter and homeowner housing cost burden. 801 Page Town of Southold Draft Community Housing Plan September 1,2023 Graph 3-9: Percent of Households with Housing Costs Greater than 30% of Income 50% 47% ----- -- --- ---- — -- 47%---- -- 39 40% --- 30% 30% . — -- — — -- 0% y3Hsr •.I, a {I 2000 i ; 120,10 2020 ❑Percentage of Renters Spending over 30%of Household Income on Rent ❑Percentage of Homeowners Spending over 30%of Income on'Owner Costs" *The data for 2010 and 2020 is from the American Community Survey of.the Census Bureau, which is based upon a sampling of the population and therefore includes a margin of error associated with statistically derived estimates. While there is a margin of error associated with the data, the intent of this needs assessment is to analyze.the trends over time to determine if there are changing housing needs in the corrimunity. Affordable Housing Gap Analysis As noted previously, the median 2020 housing value for the Town of Southold was reported as $604,800. To-determine the affordable sales gap within the Town, certain assumptions were made on-the real estate taxes„mortgag6 terms and rates, and underwriting criteria. The calculation, for the purposes of-this needs assessment, assumed a standard mortgage with the current-interest rate for a-30-year,fixed-rate mortgage of 6.5%. The underwriting also assumes a 5% down payment and a housing debt-to-income ratio of 36%, which is the maximum allowed under a standard Fannie Mae mortgage. For purposes of this analysis,the yearly tax bill of$6,000 was applied, since there is not a standard tax rate throughout the town. Utilizing the criteria listed above,'a homebuyer would need an annual income of approximately $137,733 to purchase a$604,800 home as shown in Table 3-19. A household earning the Town's median income of $87,109 would have a gap of $50,624 in annual income. Note that this calculation does not consider closing costs or private mortgage insurance. Finally,the calculations assume 36%debt-to-income ratio,which is on the high side,where a 28% debt-to-income ratio is generally recommended. By using a lower debt-to-income ratio, the minimum income needed to afford the purchase of the median sales price home would increase. Regardless, based on the median income for households in the Town of Southold, most residents 811 Page $ ; Town of Southold 0�dF °T Draft Community Housing Plan September 1,2023 would not be able to purchase a home selling at the current median housing value. Further,even though the median home price in the Town is around $600,000, as previously mentioned,there are very few properties listed for,or below this price. Table 3-19: Homeownership Affordability Gap Parameter. Input Value Dollars Southold Town Median Home Price $604,800 Mortgage Rate-30 year Fixed 6.5% Down payment 5 percent 5.0% $30,240 Real Estate Taxes (estimated) $6,000 Amount Mortgaged $574,560 Monthly Mortgage payments $3;632 Monthly Tax payments $500 ' Monthly housing payments' , (mortgage and taxes combined) $4,132 Housing Debt to income (DTI ratio) 0.36 $11,478 % Yearly Income Required $137,733 Median Household Income (2020) $87,109 Yearly Income Deficit $50,624 ti 82Page F Town of Southold i,r, ►•°' Draft Community Housing Plan September 1,2023 APPENDIX H: HOUSING NEEDS ASSESSMENT STANDARD PROCESS The Peconic Bay Region Community Housing Act requires an update to the Community Housing Plan every five years, although interim updates may be appropriate at intervals of less than five years if significant changes are observed that warrant an update,such as changing conditions related to Town demographics, applicable regulations, or land use trends. It is recommended that an update to Needs Assessment be conducted in conjunction with any updates to the Community Housing Plan to ensure that the, most recent conditions and housing/demographic trends are understood when developing the Plan update. I The process for updating should be similar to tthe process involved in.the preparation of the present Needs Assessment and should include the folowingllcomponents: I • Updated population,housing,and econorn•',ic trends assessment based on the most recent 1: .1,• available Census,ACS, NYS Education Department and/or ESRI Business"Analyst data. All sources of information utilized for this Needs'Assessmient have been,identified in this assessment to assist with compiling updated records in the future. • Review of the current real estate-market-conditions. • An updated affordability gap analysis based on the most recent median home price, mortgage rates, tax rates, and median household'income-data available. • Development; distribution;,and analysis of an updated.Community Housing Survey to provide an opportunity for input on the"community's evolving housing needs and to receive feedback(on the initial-stages of implementation of the Community Housing Plan. o� Du`ring.-the initial years of implementation of the Community Housing Plan, it is recommended that the Community-Housing Survey be conducted annually, even if the Plan-is"updated every five-years. o Future iterations of the Community Housing Survey should be guided by an ..Outreach Plan,,which can_be developed through the Housing Program. The Outreach Plan should include details on providing multilingual materials and surveys, as well as how to effectively reach a broad range of stakeholders and residents.ir the Town. In particular, targeted outreach may be needed to reach certain groups;.such as young adults or seniors. • A review of any recently prepared or adopted Town planning documents to provide additional context to the trends and conditions in Southold. 83Page r North ForkHousing Affiance, Inc. (FORMERLY THE GREENPORT HOUSING ALLIANCE) 116 SOUTH STREET ADEQUATE HOUSING FOR ALL GREENPORT, NEW YORK 11944 (631)477-1070 FAX (631)477-1769 SECTION 8 DEPARTMENT(631) 477-8888 NFHA@OPTONLINE.NET BARRY LATNEY, PRESIDENT TANYA PALMORE, EXECUTIVE DIRECTOR September 25, 2023 Supervisor Scott A. Russell Councilperson Louisa Evans Councilperson Jill Doherty Councilperson Sarah E.Nappa Councilperson Greg Doroski Councilperson Brian O. Mealy Town Hall 53095 Main Road PO Box 1179 Southold,NY 11971 Re: Public Hearing 9/26/23: Proposed Community Housing Plan To the Members of the Southold Town Board: This letter is submitted on behalf of the Board of Directors of the North Fork Housing Alliance, Inc., (the"NFHA".)The NFHA is a not-for-profit corporation that has been providing various housing services to the residents of Greenport and Southold for the past forty years.The NFHA currently owns and maintains 46 affordable rental units,has overseen the rehabilitation of over 300 homes,manages the local Section 8 housing voucher program and provides housing counseling services to those in need. As the leading provider of affordable housing services in the Town of Southold, the Board of the NFHA commends the Town Board,the Greenport Village Board, the Town Planning Department, and the Town Community Housing Fund Advisory Board for the substantial work that has gone into the creation of the proposed Community Housing Plan. The NFHA Board fully supports the aspirations of the Plan. Given the Town's recent progress in adopting the Community Housing Fund and arriving at the goals of the IIousing Plan, the NFHA feels that now is the time to consider more concrete action to address the dire housing shortage in the Town of Southold. While there are several causes of the local shortage of affordable housing,the Town Board has the power to focus on the primary role that land use law plays in constraining the supply of affordable housing. Restrictive zoning rules serve to reduce the supply of land available for new housing, which in turn inflates the cost of new housing projects making them impossible to achieve. The proposed Housing Plan relies heavily upon the existing Town Affordable Housing District zoning option as contained in the Town Code. In short,the existing AHD process is FUNDED BY NEW YORK STATE DIVISION OF HOUSING & COMMUNITY RENEWAL AN EQUAL OPPORTUNITY EMPLOYER AND PROVIDER . '. b North Fork Housing Affiance, Inc. (FORMERLY THE GREENPORT HOUSING ALLIANCE) 1 16 SOUTH STREET ADEQUATE HOUSING FOR ALL GREENPORT, NEW YORK 1 1944 &n (631)477-1070 FAX (631)477-1769 SECTION 8 DEPARTMENT(631)477-8888 NFHA@OPTONLINE.NET BARRY LATNEY, PRESIDENT TANYA PALMORE, EXECUTIVE DIRECTOR cumbersome, self-defeating to its stated purpose and vulnerable to political pressure from those opposing a project. While the many weaknesses of the current AHD are not the subject of the public hearing on the Housing Plan, the Housing Plan's heavy reliance on the existing AHD renders the proposed Housing Plan inadequate. The overt inclusion of requirements for"Smart Growth" and the preservation of community character can be and have been utilized to prevent the construction of affordable housing. How many proposed AHD affordable projects have been rejected in the Town in the past two years? To be clear, many communities on Long Island have been able to provide affordable housing opportunities without compromising environmental or historical standards. For example,the Town of East.Hampton has arguably the strictest zoning and environmental standards of any municipality on Long Island but has worked to find ways to provide a substantial number of both owner-occupied and rental affordable housing units without compromising environmental standards. This has been done primarily through common sense affordable housing zoning provisions that do not explicitly contain the seeds of their own defeat. Additionally,the emphasis in the proposed Housing Plan placed on homeownership may be impractical in the current climate. While the NFHA Board has no opposition to homeownership as a goal-the NFHA has built affordable single-family homes in the past-the inflated land and constructions costs may make this goal unattainable to moderate income Town residents. The "affordability gap" described in the Appendix to the Housing Plan makes it clear that it will require a disproportionate amount of funding to get one moderate income buyer into homeownership. These funds may be put to a more efficient use. Again,the Board of the NFHA recognizes the progress made by the Town of Southold in the past year toward considering the dire housing needs of Southold Town residents. We would urge the Town Board to consider supplementing the proposed Housing Plan with recommendations for-the amendment of the Town Code that realistically removes blockages and allows for the creation of affordable housing for Southold residents. Thank you for your consideration of our comments. Very truly yours, The Board of Directors of th North Fork Housing Alliance, Inc. By: Barry atney, President FUNDED BY NEW YORK STATE DIVISION OF HOUSING & COMMUNITY RENEWAL AN EQUAL OPPORTUNITY EMPLOYER AND PROVIDER RMCEIVED Southold Town Housing Advisory CommrsTon 6 2023 N# fiO� tem� r 26, 2023 My name is Anne Smith and I am representing the Housing Advisory Commission of Southold Town (HAC). I am speaking on behalf of the Commission and our co-chairs Pat Lutzky and Eric Dantes who are unable to attend today's hearing. We wish to thank member Mark Levine who served on the Community Housing Fund Advisory Board convened to draft the plan. Our comments today are specifically about the Community Housing Plan dated September 12, 2023 as the only topic for discussion during this public hearing. I am starting with a quote from the plan as it sums up the problem we are facing as a community. "The Town of Southold and the Village of Greenport have historically been communities where neighbors know neighbors and families occupy generational homes. These generational ties to the land and community are strong, yet because of changing community dynamics, stable year-round moderately priced housing is increasingly challenging to find. People struggling to find local housing priced within their means include a wide-ranging array of community members.The lack of availability of suitable housing options will have short and long-term impacts on the Town of Southold, forever shaping its future..." The Southold Town Housing Plan is a voter-supported effort based on the Peconic Bay Region Community Housing Act and the subsequent establishment of the Community Housing Fund. This plan will be a guiding document to help solve the housing crisis including the impact of the surge in short term and seasonal rentals on apartment availability. It is not the only solution to a complex issue but will serve to guide a multi-tiered effort for positive change and to meet the goals of the Southold Town Comprehensive Plan. The Housing Advisory Commission supports the adoption of the plan dated 9.12.23 and looks forward to helping the Town Board educate the community and engage in the larger issue of solving this problem. On behalf of the Housing Advisory Commission, we would like to thank the Town Board for giving the voters the opportunity to weigh in on the need for the fund and for creating a diverse and expert team on the Community Housing Fund Advisory Board who drafted the plan with you. They were diligent,focused and tireless in being prepared for meetings, challenging each other for clarity, as they focused on the letter and intent of the legislation.The Housing Advisory Commission appreciates the leadership of liaison,Town Councilwoman,Jill Doherty and Assistant Planning Director Mark Terry and Planner Mara Cerezo . Mark and Mara were and continue to be an important partner for the Housing Advisory Commission. The Housing Advisory Commission will be here to partner with Southold Town Board to help implement the plan and other work related to the housing crisis. We acknowledge that the plan may be reviewed and revised as it is implemented and will help provide feedback during the process. Respectfully submitted on behalf of Southold Town Housing Advisory Commission for Purposes of The Public Hearing on the Community Housing Plan September 26, 2023: Patricia Lutzky, Co-chair Eric Dantes, Co-chair Mark Levine Nancy Messer Cheryle Amara Marilyn Sierra Anne Smith