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HomeMy WebLinkAboutPSD-080-03 , --! ... a. " L~MlJglO REPORT PLANNING SERVICES Meeting: GENERAL PURPOSE AND ADMINISTRATION COMMITTEE Date: Monday June 16, 2003 ~if PSD-080-03 File #: 'P'CN11.2.6 GffJ-()x3-D3 By-law #: Report #: Subject: COMMUNITY RENTAL HOUSING PROGRAM RECOMMENDATIONS: It is respectfully recommended that the General Purpose and Administration Committee recommend to Council the following: 1. THAT Report PSD-080-03 be received; 2. THAT Region of Durham be advised that the Municipality of Clarington respectfully declines to participate with the Region in the proposed Community Rental Housing Program; and 3. THAT the Federal Minister of Human Resources Development, the Premier of Ontario, the Minister of Municipal Affairs and Housing and the Mr. John O'Toole MPP and any other delegation or interested party listed in this report be advised of Committee and Council's decision Reviewed by:d~~~- Franklin Wu Chief Administrative Officer CS*NT*DJC*sn June 9, 2003 CORPORATION OF THE MUNICIPALITY OF CLARINGTON 40 TEMPERANCE STREET, BOWMANVILLE, ONTARIO L 1C 3A6 T (905)623-3379 F (905)623-0830 69910 . , REPORT NO.: PSD-080-G3 PAGE 2 1.0 BACKGROUND 1.1 At a meeting held on May 7, 2003, the Health and Social Services Committee of Regional Council considered Report 2003-J-12 entitled Community Rental Housing Program. Regional Council has forwarded a copy of the report to the Area Municipal Councils for their review and response by June 16, 2003 regarding their willingness to participate with the Region in the proposed Community Rental Housing Program. They were also soliciting input specifically relating to the parameters of the program, 1 .2 At the June 2, 2003 Council meeting, the correspondence and report were referred to the Director of Planning Services and the Director of Finance/Treasurer. The purpose of this report is to: . briefly discuss the initiatives of the Regional Chair's Task Force on Sustainable/Affordable Housing; . provide an overview of the Community Rental Housing Program; . discuss the findings of the Work Group; and . discuss the program parameters and staff's overall concerns with the program. 2.0 REGIONAL CHAIR'S TASK FORCE ON SUSTAINABLE/AFFORDABLE HOUSING 2.1 In 2001, the Regional Chair formed a Task Force on Sustainable/Affordable Housing. It recognized the need for affordable housing in Durham. In March 2002, Clarington Council endorsed staff report PSD-016-02 indicating a willingness to participate in the development of affordable rental housing subject to further review of the financial implications to the Municipality. The Municipality would undertake such a review at such time as the Federal and/or Provincial Governments commit to renew funding of social housing and provides such funds to the Region of Durham. In May 2002, the Region formed a Working 69911 , REPORT NO.: PSD-oaO-03 PAGE 3 Group on Affordable Rental Housing comprised of Regional and Area Municipal staff to examine ways to stimulate the development of affordable housing. Subsequently, the federal and provincial governments announced the Community Rental Housing Program. The Working Group focused attention on implementing the program in Durham Region. The Group meetings were attended by Staff of the Planning Services and Finance Departments who, throughout the following 10 months, worked through the parameters of the program. 3.0 OVERVIEW OF THE COMMUNITY RENTAL HOUSING PROGRAM 3.1 On May 30, 2002 the Government of Canada and the Government of Ontario signed an Affordable Housing Program agreement aimed at stimulating the construction of up to 10,500 units of affordable housing in the province. The Community Rental Housing funding is one component of the Affordable Housing Agreement. 3.2 The federal government has committed $680 million dollars to stimulate new rental housing construction in Canada. The Province of Ontario is allocated $489 million for 12 municipalities identified with a high need for affordable housing. Durham Region was identified as a high need area and as such $5 million dollars was available to stimulate the construction of approximately 215 units. The funding details include an average of $25,000 per unit in federal capital grants that must be matched by provincial, municipal, private and not-for-profit sources. The province's contribution is $2,000 per unit which offsets the Provincial Sales Tax (PST) and the remaining $23,000.00 per unit must be funded by municipalities and lor other sources such as non-profit housing corporations and charitable organizations. Matching contributions can include land, property 69912 , REPORT NO.: PSD-080-03 PAGE 4 management, waiving of municipal fees and charges, donations or cash or "in- kind" services. 3.3 The Ministry of Municipal Affairs and Housing is responsible for program design and administration of federal funds, however the Service Managers, such as the Region of Durham, are responsible for implementing the program target areas. The province has, however, established mandatory program parameters to access the funding, they include: . a Regional Municipal Housing Facilities By-law and to adjust the property tax rate for these properties to the single residential properly tax rate for any units constructed under the program; . a minimum of three units are eligible; . rents for new units cannot exceed Canada Mortgage and Housing Corporation (CMHC) average market rents; . rents must be affordable for a minimum of 15 years with a 5 year phase- out period for sitting tenants; . Provincial Homelessness Rent Supplement can be included in unit count (Durham has 50 units, 7 units are allocated to Clarington) . funding must be allocated through a regional tender process; . incentives offered in the tender document must be available to all proponents replying to the tender; . funding must be allocated to qualified projects requiring the least amount of federal funding; . approved projects must receive their building permits within 18 months of receiving notification of funding ; and . initial project selection should take place by October 31, 2003. 4.0 FINDINGS OF THE WORKING GROUP 4.1 The Region retained the services of SHS Consultants Limited to analyze the impact of various incentives on market rents for newly constructed rental housing to achieved CMHC target rents. C.N. Watson and Associates were retained to review the short and long term funding implications. The information was circulated and discussed at Working Group meetings. 4.2 Incentives ImDact Analvsis Distribution of the 215 housing units allocated to the Region of Durham was based on population distribution throughout the Region. The Municipality of 69913 , , REPORT NO.: PSD-080-03 PAGE 5 Clarington is allocated 30 housing units and is eligible for $750,000.00 in federal grants. The funding is eligible to "affordable rents" as defined by CMHC. Table 1: Shows a hypothetical impact of incentives on rental rates for townhouses and apartments in Clarington to achieve CMHC target rents using three scenarios; . "Full costs" -showing projected rents without financial incentives; . "Reduced Tax Rates" - showing the impact of the reduced property tax rate (multi-residential to single residential rates) with matching federal contributions and the provincial PST rebate; . "reduced tax rate plus regional and municipal waivers" - showing properly tax incentives plus offsetting program rebates equal to the cost of waiving development charges, and the matching federal contributions to a maximum of $25, 000 plus the PST rebate. TABI..E1 CLARINGTON TOWNfft:Jt:ISI!'RENTS WALKUP APARTMENT RENTS 2-Bed 3-Bed 1-Bed 2-Bed 3-Bed Full Cost $ 1,355 $ 1 ,455 $ 1 ,095 $ 1,245 $ 1,345 Tax at Residential $ 1,035 $ 1,135 $ 835 $ 985 $ 1,085 Tax at Residential + Regional $ 880 $ 980 $ 685 $ 835 $ 935 & Municipal Waivers CMHC Taroet Rent $ 843 $ 962 $ 684 $ 812 $ 906 4.3 FiscallmDacts C.N. Watson examined the fiscal impact on the Region of Durham and area municipalities and the cost of providing a program which included a rebate on development charges and taxing multi-residential developments constructed under the program at single residential property tax rates. Table 2 provides a summary of the value of estimated program contributions over twenty (20) years. The implications of the findings as they pertain to the Municipality of Clarington are discussed in Section 5.0 (5) of this report. 69914 REPORT NO.: PSD-080-03 PAGE 6 'FABL.E1 REGIONAL COMMIJNI.T'lif;llaNTAl HOIJSINGPROGAAM ESTIMATEDCONTAfSU"rIQNS QVER20VEARS (Based on 215 Unit. ModelasDer C.N. Watson Ahalvsisl FEDERAl. . PROVINCIAL AREA REGION MUNICIPALfflES Development Per Unit $4,008 $6,733 Charges Program 861,807 $1,447,684 Property Tax PerUnlt $11,036 $16,632 Program $2,372,845 $3,575,941 Rent Supplement Per Unit $2,800 (50 Units) Program $2,800,718 Other Program Per Unit $25,000 $2,000 Contributions Totsl $5,000,000 $400,000 $5,000,000 $3,200,716 $3,234,652 $5,023,625 5.0 STAFF COMMENTS ON PROGRAM PARAMETERS 5.1 The Region is requesting the input from each area municipality on specific parameters of the program. These parameters are noted below followed by staff comments. 1) Proposed 20 year program length: The program criteria indicates that rents must be affordable for a minimum of 15 years, plus a 5 year phase-out. Should the program proceed, staff would concur with the regional recommendation that the program should be extended to at least 20 years, plus a 5 year phase-out. There are significant public funds being invested and a more reasonable pay back period would be appropriate. 2) Preliminary Unit Allocations: The Working Group proposed an allocation based on Area Municipal population, rounded up to 10. This is a reasonable approach and results in a unit allocation to Clarington of 30. If a municipality declines participation, the units can be reallocated to other municipalities. 3) Area Municipal Target Rents: Rents in the new units cannot exceed the CMHC average market rent for a community. For Clarington, this translates to $843 and $962 respectively for two and three bedroom townhouses and $684, $812, and $906 respectively for one, two and three bedroom walk up apartments as shown in Table 1. However, this means that the Community Rental Housing Program is not pursuing the objectives of the Affordable Housing Task Force. The intent here is to increase the inventory of rental housing, not provide for low income housing. Only 45% of the units can be allocated to non-profit developers. Also, to meet the target rents, both Regional and Area Municipal incentives are required. As well, only townhouses and walk.up apartments would be affordable. 69915 REPORT NO.: PSD-oSO-o3 PAGE 7 4) Tender development: The program criteria indicates that funding must be allocated to projects through a tender process. This presents procedural problems. It would be more appropriate to consider a request for proposal process. 5) Mandatory proporlional sharing of incentives: The Community Rental Housing Program requires that the properly tax rate be set at the single residential properly tax rate for all units constructed under this program. For 2002, the residential rate was 1.49% compared to the multi-residential rate of 3.05%. This is therefore over a 50 % reduction in the tax rate. For Clarington, based on the 20 year structure, the present value cost of this incentive is approximately $267,818. The regional cost for the Clarington proposed units is an additional $458,549. A concern regarding fair treatment to taxpayers is of particular issue here. Since the units are not designated as low income housing, they are directly competing with other market rental units in Clarington. Several owners of rental units in Clarington have approached Council in recent years with respect to the impact of the multi-residential tax rate. The municipality had no legal latitude to assist in mitigating this cost for the existing landlords yet this program will do so for a new development. Also, the Region of Durham and Area Municipalities have been working with owners of multi-residential properties through the long-term tax policy adopted by Regional Council. The stated goal is to reduce the multi-residential tax ratio and in turn the tax rate. The ratio has been reduced in both 2002 and 2003. In order for the market target rent to be reached, the tax rate reduction is not sufficient. It is also therefore proposed that a rebate of development charges would also be required. Based on 2002 rates this would cost Clarington a projected $145,527 with an additional contribution from the Region for the Clarington units of $192,572. As a straight waiver of development charges is not considered in our development charges by-law, an equivalent rebate would have to be funded elsewhere. Currently, Clarington has a significant number of projects in process through the 2003 approved budget and the addition of another cost that is not within our primary mandate would add increased pressures in future budget years. 6) The identification of the nature, location and type of rental housing development required to meet local needs. Multi residential uses should be located in urban areas and closer to various services and a transit supportive infrastructure. Downtowns and Main Central Areas are appropriate. The lands would have to be "prezoned" to meet the program timelines and tendering process. 69916 REPORT NO.: PSD-080-03 PAGE 8 6.0 OVERALL CONCERNS - 6.1 The Community Rental Housing Program is flawed due to the lack of significant Provincial financial participation. We concur with Regional Staff on this point. With limited revenue sources available to municipalities and unwillingness by senior levels of government to provide, or share, significant new sources of revenues, the Municipality cannot afford to participate in a program that should remain the responsibility of senior governments. The estimated impact for Clarington for the 30 allotted units would total $413,345 with another $651,121 from the Region for the 30 units. This compares to the Provincial contribution of $2,000 per unit for a total of $60,000. 6.2 Between 1991 and 2000 approximately 57% of the new residential building permits issued in Clarington were for semi-detached, rowltownhouses and apartments. Most of the units would be considered affordable but very few of these units were rental accommodation. The Community Rental Housing Program proposes to address this issue by creating 30 additional rental units. However, since target rents are based on average rents in the community, it does not really provide housing for low income families. 6.3 This program may be of benefit for communities with Brownfield Programs where a municipality is pursuing urban renewal objectives and has a program of incentives to encourage redevelopment. 7.0 RECOMMENDATIONS 7.1 It is therefore recommended that the Municipality of Clarington respectfully decline to participate in order that the unit allotment may be reallocated to another area municipality. It would be more appropriate for our focus to remain upon the long term taxation strategy to assist existing units in remaining in the marketplace. Attachments: Attachment 1 - Region of Durham Report 2003-J-12 69917 The Regional Municipality of Durham To: The Health and Social Services Committee The Finance and Administration Committee From: Dr. Hugh Drouin, Commissioner of Social Services RJ. Clapp, Commissioner of Finance Report No.: 2003-J-12 Date: April 30, 2003 SUBJECT: Community Rental Housing Program RECOMMENDATIONS: THAT the Health and Social Services Committee and Finance and Administration Committee recommend to Regional Council that: a) This report be forwarded to the Area Municipal Councils for their review, and response by June 16,2003 regarding their willingness to participate with the Region in the proposed Community Rental Housing Program, specifically as it relates to the following parameters: . the proposed 20 year program length; . the preliminary unit allocations for each Area Municipality as detailed in the report; . the Area Municipal target rents as detailed in the report; . the development of tenders specific to each Area Municipality; . the mandatory proportional sharing of incentives by the Area Municipality to a minimum of the Regional contribution (I.e. waiving of Develupment Charges or other types of contributions such as municipal lands); and . the identification of the nature, location and type of rental housing development required to meet local needs. b) The Premier of Ontario, the Minister of Municipal Affairs and Housing, and local MPP's be advised of the Region of Durham's concern with: . the lack of significant financial participation by the Provincial government in the Community Rentai Housing Program, since the non-matching of Federal funds by the Province creates an extraordinary higher financial requirement for municipalities; . the requirement for a tender instead of a request for proposal process for the selection of affordable housing projects; . the limitations on municipal and private non-profit housing participation; and . the limited timetable which requires projects to be selected by October 31, 2003. 69918 Report No.: 2003-J-12 Page No.: 2 1.0 BACKGROUND The need for affordable housing in the Regional Municipality of Durham has been documented in previous reports to Council. In particular, the Regional Chair's Task Force on Sustainable/Affordable Housing identified a number of factors, including: . low rental housing vacancy rates (2.3% in October 2002); . rental rate increases outstripping inflation and real household income; . the significant percentage of residents paying more than 30% of their gross income on shelter; . the three-to-five year waiting list of some 4,900 applicants for social housing; and . the growing number of homeless people in the community. The Regional Chair's Task Force reviewed the types of barriers that prevent developers from constructing a range of affordable housing in Durham,.-The Task Force concluded: "It is clear that, if some approaches could be found to help offset costs, rents could be reduced and the range of households able to afford such accommodation increased, Given the high demand for rental housing in the Region, there would be an incentive for private developers to move ahead with new rental development in the Region." While it was recognized that senior levels of government needed to take a leadership role in the funding and development of affordable rental housing development, the Task Force also identified a number actions that could be undertaken by the Region of Durham to help stimulate the development of affordable rental housing. In addition, the Task Force recommended that Area Municipalities be encouraged to consider local incentives to maximize opportunities to reduce rental rates for newly constructed units. As detailed in Report #2002-COW-01, Area Municipalities provided feedback on the Task Force recommendations and suggested that any Regional program design must give careful consideration to the short and longer-term impact that specific incentives may have on the local tax base. Regional Council directed the establishment of a Working Group of Area Municipal and Regional staff to assess the financial implications of an affordable housing program in Durham. A Working Group on Affordable Rental Housing was formed in May 2002 comprised of Regional and Area Municipal staff, Subsequently, the Federal and Provincial governments announced details of the Community Rental Housing Program in December 2002 allowing the Working Group to begin the necessary financial impact analysis. This report provides information on the Community Rental Housing Program, identifies related concerns, and presents the Working Group findings on the cost of an affordable housing program in Durham. Section 2.0 provides the highlights of the report while the balance of the report further describes the program criteria and identifies potential financial impacts. The appendices provide the detailed analysis as reviewed by the Working Group. 69919 Report No.: 2003-J-12 Page No.: 3 2.0 HIGHLIGHTS The Federal/Provincial Community Rental Housing Program provides: . A program to increase in the supply of rental housing at existing average rent amounts. Thus, the Community Rental Housing Program does not purport to be a social housing program . $680 million in federal funding (announced in 2001) to stimulate new rental housing construction . $489 million allocated to Ontario . $5 million in federal funds for rental housing development in Durham Region (one of 12 targeted communities with low vacancy rates in Ontario) . An average of $25,000 per unit in federal capital grants that must be matched by provincial, municipal, private and not for profit sources . A Provincial contribution of $2,000 per unittooffset the Provincial Sales Tax . The remaining $23,000 per unit must be matched by municipalities and/or other sources (i.e. non profit housing corporations, charitable organizations etc.) Program Criteria: . To access funding, the Region must pass a Municipal Housing Facilities By-law and adjust the property tax rate for the new facilities to the single residential property tax rate for any units constructed under the program . Rents in new units cannot exceed the Canada Mortgage and Housing Corporation (CMHC) average market rent rate for the community . Rents must be "affordable" for a minimum of 15 years, plus a 5 year phase-out period for sitting tenants (option to extend to 20 years, plus a 5 year phase-out period) . Only 25% of units can be targeted to municipal non-profits and up to 20% to private non-profit housing corporations . Program encourages private sector partnerships with non-profit housing corporations . Provincial Homelessness Rent Supplement can be designated to units constructed under the program in order to make rents affordable to low income households, with rent supplement funding guaranteed by the Province until 2023 (Durham has 50 such units) . Funding must be allocated to projects through a Regional tender process . The incentives offered in the tender document must be available to all proponents replying to the tender . Qualified projects requiring the least amount of federal funding must be selected . Approved projects must receive their building permit within 18 months of receiving notification of funding commitment . Funding will be available from the Province to Service Managers, like the Region of Durham, to help off set program administration costs . The Province has recently indicated that initial project selection should take place by October 31,2003. 69920 Report No.: 2003-J-12 Page No.: 4 Staff Concerns Regarding the Community Rental Housing Program: . The Provincial government is contributing significantly less than both the Federal Government and the amounts required of municipal governments. The token contribution by the Province of a maximum of $2,000 per unit is inadequate when compared to the Municipal Governments' contribution of an average of $23,000, particularly when the Provincial revenue opportunities are compared to the very limited Municipal revenue options. . The Working Group analysis suggests that both Regional and Area Municipal incentives will be required to reduce rents to the CMHC rent levels . Furthermore, staff analysis suggests that only modest townhouses and wood frame walk-ups are economically feasible. . CMHC target rent amounts will still be cost-prohibitive for many households on the social housing waiting list, yet the program would require substantially greater funding to generate buildings with lower rents. . Only 45% of the units can be allocated to non-profit developers, who have the expertise in effectively managing affordable rental housing and the interest to maintain it as affordable in perpetuity. . Given the public investment in this program, the length of the program should be extended to at least 20 years, plus a five year phase out for sitting market rent tenants, to ensure maximum return for the community. . The Province has not made any additional rent supplement units available to ensure that those most in need are housed. . Timelines provided by the Province are not achievable. . The tender process limits opportunities to assess proposals according to "value for public money" and presupposes local zoning processes by "qualifying" projects for funding. Financial Implications: . Regional contributions are estimated at $1.4 million in one time costs and $3.6 million in present value terms over 20 years in foregone tax revenue as detailed in the following table: 69921 Report No.: 2003-J-12 Page No.: 5 Federal Provincial Area Region Municipalities Development Per Unit $4,008 $6,733 Charges Program $861,807 $1,447,684 Property Tax' Per Unit $11,036 $16,632 Program $2,372,845 $3,575.941 Rent Per Unit $2,800 Supplement (50 units) Program $2.800,716 1 See note below Other Per Unit $25,000 $2,000 Program Contributions Tetal $5,000,000 $400,000 $5,000,000 $3,200,716 $3,234,652 $5,023,625 Table 1 Regional Community Rental Housing Program Estimated Contributions Over 20 Years (Based on 215 Unit Model as per C.N. Watson Analysis) . Net Present Value for 20 years at 6% (foregone revenue) 1 Does not include potential costs of $5,393,345 for a Regional Rent Supplement Program for an additional 93 units. The above table also indicates that the largest financial contribution to this program will be made by property taxpayers, both Regional and Local, who will be contributing an estimated $8.3 million as compared to an estimated $3.2 million by the Province (including the 100% Provincial Rent Supplement Program). 3.0 COMMUNITY RENTAL HOUSING PROGRAM In the 2001 Speech from the Throne, the federal government committed $680 million for the creation of affordable housing through its Federal Affordable Housing Program. Details of the program were outlined in previous reports to Council (see Reports # 2002- SH-15; 2002-SH-31; 2003-SH-01). On May 30, 2002, the Government of Canada and the Province of Ontario signed an agreement that will provide up to $489 million for the creation of approximately 10,500 affordable housing units in Ontario over the next five years. The Community Rental Housing Program was introduced in December 2002 as a joint Federal/Provincial program to help stimulate new rental housing construction. Durham Region has been identified as one of the twelve "high need" communities targeted for program funding. 69922 Report No.: 200s-J-12 Page No.: 6 As noted in the Regional Chair's Task Force report, in order to recover construction costs for the development of new rental housing units, the rents charged by private or non-profit developers would be cost-prohibitive. The Community Rental Housing Program does not purport to be a social housing program. Its intent is to increase the supply of rental housing at existing average rent amounts within Durham. 3.1 Available Funding As one of twelve municipalities in Ontario with a "high need" for affordable housing, federal grants to a maximum of $5 million will be made available to help stimulate the construction of approximately 200 units of rental housing in Durham. Funding details are summarized below: . An average of $25,000 per unit in federal capital grants that must be matched by Provincial, Municipal or other sources (i.e. non-profits, charitable foundations etc.) is available. . Province will provide $2,000 per unit to offset the Provincial Sales Tax . The remaining $23,000 per unit must be matched by municipalities and private and non profit developers. . Matching contributions can include land, property management, waiving of Municipal fees and charges, donations of cash or "in kind" services. 3.2 Program Criteria Under the terms of the Federal/Provincia! agreement, the Ministry of Municipai Affairs and Housing has responsibility for program design and the administration of federal funds. Municipal Service Managers, such as the Region of Durham, will be responsible for implementing the program in areas targeted for program funding. Despite the fact that the Province is contributing significantly fewer dollars to the program, it has established a number of mandatory criteria that must be met including: . To access funding, the Region must pass a Municipal Housing Facilities By-law and adjust the property tax rate for these properties to the single residential property tax rate for any units constructed under the program. . A project must consist of a minimum of three units to be eligible for funding. . Rents in new units cannot exceed the Canada Mortgage and Housing Corporation (CMHC) average market rent rate for the community. . Rents must be "affordable" for a minimum of 15 years. plus a 5-year phase-out period for sitting tenants. . Only 25% of units can be targeted to municipal non-profits and up to 20% to private non-profits. . Private sector partnerships with non-profit housing corporations are encouraged. . Provincial Homelessness Rent Supplement can be designated to units constructed under the program in order to make rent costs affordable to low income households, with rent supplement funding guaranteed by the Province until 2023. . Funding must be allocated through a Regional tender process. . The incentives offered in the tender document must be available to all proponents replying to the tender. 6992:5 Report No.: 2003-J-12 Page No.: 7 . Funding must be allocated to qualified projects requiring the least amount of federal funding. . Approved projects must receive their building permit within 18 months of receiving notification of funding commitment in order to remain eligible for funding. . Funding will be available to the Region of Durham from the Province to help off set program administration costs. . Initial project selection should take place by October 31,2003. 3.3 Potential Distribution of Units In order to ensure the availability of program dollars across the Region and that program costs are equitably shared among the municipalities. an initial "fair share" distribution of available Community Rental Housing Program units based on Area Municipal population was proposed by the Working Group. The minimum number of units in less populated municipalities was rounded up to 10 to allow for projects to have more than seven units. This would make projects eligible to have the property tax rate set to the single residential rate as opposed to the multi-residential rate, and thus leverage matching federal contributions. Using 2001 Census data, the proposed distribution allows for up to 10 units in smaller municipalities and between 30-55 units in the largel communities. If a municipality declines to participate in the program, units could be reallocated to other mUnicipalities interested in supporting additional units. Municipality Population'- Housing Unit Federal Grant # % Allocation Ajax 73,753 15 30 $750,000 Brock 12,110 2 10 $250.000 I Clarington 69,834 14 30 $750,000 Oshawa 139,051 27 55 $1,375,000 Pickering 87,139 17 35 $875,000 Scugog 20,173 4 10 $250,000 Uxbridge 17,377 3 10 $250,000 Whitby - I 87.413 35 $875,000 17 _. TOTAL 506,850 - 215" $5,375,000 I 100% -.-.-.-- Table 2 Proposed Unit Distribution and Resultant Federal Grant Based on 2001 Census data. 2 Available funding announced for Durham Region for the first phase is based on a federal funding cap of $5 million. At $25,000 per unit, this means that approximately 200 units can be built More units could be created jf fewer federal funds are required by an approved project. The impact model used by the Working Group assumed a distribution of approximately 215 units across Durham Region. 69924 Report No.: 2003-J-12 Page No.: 8 3.4 Rent Charges for Newly Constructed Units With the assistance of SHS Consultants Inc., the Affordable Rental Housing Working Group developed theoretical scenarios for each Area Municipality, analyzing the impact of various incentives on market rent rates for newly constructed rental housing. It is important to note that the scenarios are hypothetical and are used solely for the purpose of ascertaining the impact of incentives on rent levels. Costs for both modest townhouse developments and wood frame walk up apartment construction were identified using three potential scenarios: . "Full cost" - showing projected rents without any financial incentives; . "Reduced tax rate" - showing the impact of the reduced property tax rate (multi- residential to single residential rates), with matching federal contributions and the $2,000 per unit PST rebate; and . "Reduced tax rate plus Regional and Area Municipal waivers" - showing the impact of the property tax incentive plus an offsetting program rebate equal to the cost of waiving of development charges, and the matching federal contributions to a maximum $25,000 plus the $2,000 per unit PST rebate. The impact on rents achieved through the application of Regional and Area Municipal incentives is summarized in the following table' 69925 Report No.: 2003-J-12 Page No.: 9 TABLE 3 CUMULATIVE IMPACT OF INCENTIVES ON RENT CHARGES I Pickerina I TOWNHOUSE RENrS WALK UP APARTMENT RENTS I I 2-Bed I 3-Bed I-Bed 12.Bed 3-Bed F vii Cost $1,445 $1,545 $1,138 $1.288 $1,388 Tax At Residential $1,110 $1,210 $880 $1,030 $1,130 Tax At Residentia! + Regional & Municipal Waivers $965 $1,065 $735 $885 $985 CMHC T iJrQel Rent $932 $1,210 $741 $922 $1,054 I Ajax I FuJI Cost $1,435 11,535 11,138 11,288 $1,388 Tax At Residentia! $1,080 $1,180 $860 11,010 $1,110 Tax At Residential + Regional & Municipal Waivers 1950 11,050 P25 $875 1975 CMHC T araet Rent $932 $1,210 $735 $903 $1,037 I Uxbridge I Ful/Cost $1,390 11,49lJ $1,105 11.255 $1,355 Tax At Residential $1,075 11,175 $995 11,145 $1.245 Tax At Residential + Regional & Municipal Waivers 1935 11,035 1860 11,010 $1,110 CMHC T araet Rent $932 $1,210 $759 $1,028 $1.203 I Whitby I FuJI Cost 11,405 $1,505 $1,130 $1,280 $1,380 Tax At Residentia! 11,055 $1,155 $845 $995 $1,095 Tax At Residential + Regional & Mumcipal Waivers $925 $1,025 $715 $865 $965 CMHC T arqe! Rent $932 $1,210 $786 $894 $1,000 I OshalN8 I FuJJ Cost $1,450 $1,550 11,160 $1,310 $1,410 Tax At Residential 11,055 $1,155 $845 $995 $1,095 Tax At Residential + Regional & MlJnicipal Waiver.s $935 $1,035 $720 $870 $970 CMHC T arae! Rent $ll43 $962 $713 $819 $925 I Clarington I Full Cost $1,355 $1,455 $1,095 $1,245 $1,345 Tax At Residential $1,035 $1,135 $835 $985 11,085 Tax At Residential + Regional & Municipal Waivers $880 $980 $685 $835 $935 CMHC T a,qet Rent $843 $962 $684 $812 $906 I SClIgog I FuJI Cost $1,360 $1,460 $1.100 $1,250 $1,350 Tax At Residential 11,035 $1,135 $835 $985 $1,085 Tax At Residential + Regional & Municipal Waivers 1895 $995 $710 $860 $960 CMHC T arqet Rent $843 $962 $684 $812 $906 I Brock I FuJi Cost 11 ,350 $1,450 $1,120 $1,270 $1,370 Tax At Residential $!HJ $1.080 $815 $965 $1,065 Tax At Residential + Regional & MUnicipal Waivers $870 $970 $695 $845 $945 CMHC T aroet Rent $843 $962 $684 $812 $906 Note: The CMHC target rent must be achieved to access federal fundmg under the Community Rental Housing Program 69926 Report No.: 2003-J-12 Page No.: 10 The exercise demonstrated that, depending on built form and unit size, affordable rents could be achieved in most municipalities through the application of both the reduction of property taxes to the residential rate and the use of a program to offset Regional and Area Municipal development charges. In some communities, the application of all available incentives may help reduce rental rates to amounts that are below the target market rent. This would make rents affordable to a greater number of lower income households. In some areas, built form may be restricted to walk up apartments in order to ensure affordable rent levels could be achieved. 3.5 Rent Supplement The rent charges achieved, even with the incentives provided (i.e. Federal $25,000; Provincial $2,000: and Municipal $23,000 per unit, are still out of reach of those households with incomes at the lowest levels, particularly those in receipt of social assistance or on fixed incomes. The rent supplement program provides rent-geared-to-income to eligible low-income tenants in non-profit or privately owned rental buildings. A supplement is provided to landlords to bridge the gap between the market rent of a unit and the amount the tenant can afford to pay, based on 30% of the tenant's gross household income. The Province initially allocated 135 units to Durham Region under its Homelessness Rent Supplement Program in November 1999. These units are 100% Provinciallv funded, In 2002, the Housing Services Division was advised that 60 additional units would be allocated to Durham Region. The Province recently cmnounced 1hat funding for the initial five-year program will be extended until 2023. In a previous report to Council, 50 of the 60 Homelessness Rent Supplement units were held pending Council resolution on the Region's participation in the Community Rental Housing Program (Refer Report #2003-SH-02). The estimated Provincial cost (in net present value) of 50 rent supplement units to 2023 is $2.8 million. 3.6 Financial Impact Analysis The Community Rental Housing Program requires that the property tax rate be set at the single residential property tax rate for all units constructed under this program. The Working Group also reviewed what additional Regional and Area Municipal incentives could be offered to ensure available federal grants were maximized. It was determined that if development charges were reduced or waived, additional federal grants could be leveraged. With the assistance of C.N. Watson and Associates, the Working Group reviewed short and long term funding implications of an affordable housing program for both the Regional and Area Municipalities if these two incentives were made available. (Detailed analysis is available in Attachment A). 69927 Report No.: 2003-.1-12 Page No.: 11 Based on the assumed distribution of units as identified in the earlier Table 2, the program could require one-time rebate of Regional development charges of up to approximately $1.45 million, or an average of $6,733 per unit. The analysis also demonstrated Regional foregone property tax revenues with a present value of $3.6 million would enable the production of up to 215 units of rental housing, which would be affordable over a twenty-year period. 3.7 Program Concerns While the Community Rental Housing Program provides an opportunity to access new federal capital grants, a number of concerns with the program criteria have been identified: · The Provincial government is contributing significantly less than both the Federal Government and the amounts required of Municipal Governments. The token contribution by the Province of a maximum of $2,000 per unit is inadequate when compared to the Municipal Governments' contribution of an average of $23,000, particularly when the Provincial revenue opportunities are compared to the very limited Municipal revenue options. . As a result, the Working Group analysis suggests that both Regional and Area Municipal incentives will be required to reduce rents to the CMHC rent levels . Furthermore, staff analysis suggests that only modest townhouses and wood frame walk-ups are economically feasible. . CMHC target rent amounts will still be cost-prohibitive for many households on the social housing waiting list yet the program would require substantially greater funding to generate buildings with lower rents. . Only 45% of the units can be allocated to non-profit developers, who have the expertise in effectively managing affordable rental housing and the interest to maintain it as affordable in perpetuity. · Given the public investment in this program, the length of program should be extended to at least 20 years, plus a five year phase out for sitting market rent tenants, to ensure maximum return for the community. · The Province has not made any additional rent supplement units available to ensure that those most in need are housed. · Timelines provided by the Province are not achievable. . The tender process limits opportunities to assess proposals according to "value for public money" and presupposes local zoning processes by "qualifying" projects for funding. The issue of providing Regional and Area Municipal incentives to amounts that exceed the financial commitment of senior levels of government is of particular concern. Organizations including AMO and FCM have repeatedly called for federal tax changes related to rental housing investment opportunities and the indexing of income assistance programs to reflect actual rental rates in Ontario. In addition, the Province has a greater base of sustainable financing than Municipalities and therefore, should be a larger contributor. 69928 Report No.: 2003-J-12 Page No.: 12 4.0 CONCLUSION The Regional Municipality of Durham has the opportunity to stimulate the construction of affordable rental housing but will require the financial participation of Area Municipalities in order to ensure that the rental units created achieve the average CMHC market rents as required under the Community Rental Housing Program. With Area Municipal support, Regional Council could leverage significant capital contributions from the Federal government, and to a lesser extent the Provincial government, to create approximately 200 units of permanent affordable rental housing for the next 20 years. In order to access up to $5 million in federal grants and an additional $400,000 in Provincial contributions, the program would require one-time Regional costs of approximately $1.45 million and foregone tax revenues with a present value of $3.6 million over a twenty year period. Staff recommend that this report be distributed to the Area Municipalities to ascertain their interest in participating financially with the Region of Durham in the Community Rental Housing Program and to identify local program parameters. Based upon the feedback received, Regional staff will provide a subsequent report to Council outlining next steps including any further program cost, information relative to a Municipal Housing Facilities By-law, as well as details to be contained in the Regional tender documents for each Area Municipality. Senior levels of government must continue to playa role in the provision of affordable housing. The lack of significant Provincial contributions to the Community Rental Housing Program is of particular concern and it is therefore recommended that Regional Council continue to press the Provincial Government for additional funding to increase the supply of affordable rental housing within Durham Region. Dr. Hugh Drouin Commissioner of Social Services R.J. Clapp Commissioner of Finance Recommended for presentation to Committee. Garry H. Cubitt, M.S.w. Chief Administrative Officer Attachment A: Financial Impact of the Community Rental Housing Program and Appendices A-C 69929