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01-11-11 CM Agenda PacketAGENDA Council/Manager Meeting Golden Valley City Hall 7800 Golden Valley Road Council Conference Room January 11, 2011 6:30 pm or immediately following the. HRA meeting 1. Senior Housing 2. Residential Solid Waste and Recycling Study 3. Model Tobacco Licensing Ordinance 4. Change in Polling Place for Precinct 7 Council/Manager meetings have an informal, discussion-style format and are designed for the Council to obtain background information, consider policy alternatives, and provide general directions to staff. No formal actions are taken at these meetings. The public is invited to attend Council/Manager meetings and listen to the discussion; public participation is allowed by invitation of the City Council. °° This document is available in alternate-formats upon a 72-hour request. Please calf 763-593-8006 (TTY; 763-593-39b$} to make a rega~est. Examples taf alternate formats may include large print, electronic, Braille, audiacassetfe, etc. 'Golden Valley m .~ ~ ..~ ~ a _t.~ ~ ~~.w Planning 763-593-8095 / 763-593-8109 (fax) Executive Summary Golden Valley Council/Manager Meeting January 11, 2011 Agenda Item 1. Senior Housing Prepared By Joe Hogeboom, City Planner Summary At the November 9, 2010 Council/Manager meeting, the City Council discussed several areas within the City that must be rezoned in order to implement land use designations in the Comprehensive Plan. Several areas involve rezoning residential property to higher densities. Based on current housing market conditions, it is assumed that higher-density senior housing developments would occupy these areas. However, there are no provisions in the Zoning Code that require that senior housing be exclusively developed, or that preclude the development of non-senior housing. The City Council directed staff to explore options that promote senior-only housing areas. Staff, in consultation with the City Attorney, researched controls that promote senior housing options. This report discusses land use controls that can be used to designate senior-only housing areas within the City. Senior-Only Housing District The City of Golden Valley currently utilizes four residential zoning districts and one multi-use zoning district that permit housing options. None of the City's residential zoning districts promote senior-only housing. However, in the state of Minnesota it is permissible to create a specialized zoning district that promotes senior housing development by placing controls on what type of housing can be developed. The City of New Hope currently has a specialized zoning district entitled, "Senior and Physical Disability Residential Housing." Highlights from New Hope's senior zoning are as follows: • Senior citizens are defined as those who are 55 years of age or older. • Each housing facility that is constructed in this zoning district must limit at least 80% of total housing units to senior citizens or persons with physical disabilities, as defined by state statute. • The front entrance of any housing unit within this zoning district must be located within 400 feet of regular transit service. • No density limitations exist in this district. • Development must conform to surrounding neighborhoods. The Planning Commission performs an analysis to assess design conformity. • This zoning district permits long-term care facilities, such as nursing homes and elder- care sites, but does not permit hospitals and clinics. • This zoning classification can only be given to land located on arterial or collector streets. • Setbacks for this zoning district are as follows: o Front yard setback on local street - 30 feet o Front yard setback on arterial or collector street - 25 feet o Rear yard setback - 30 feet o Side yard setback - 15 feet (30 feet if it abuts asingle-family residential neighborhood) • Conditional uses are permitted as accessories to the main housing area. Conditional uses include: o Financial institutions o Personal services o Limited retail sales o Newsstands o Pharmacies o Clinics • No exterior signage is allowed for conditional and accessory uses. Eric Weiss, Community Development Assistant for the City of New Hope, reports that he has witnessed an increased demand for senior housing opportunities in New Hope in recent years. He feels that having a senior housing zoning district option helps guide senior development to appropriate locations in the community (areas that are near transit options, commerce, etc.). A copy of New Hope's zoning map has been attached for your reference. Senior housing areas are represented by the "R-5" designation and are shown in the color brown. Conditional Use Permit Another option that is available to help promote senior housing is to allow higher-density senior housing as a conditional use in alower-density residential zoning district. For example, the City's R-2 Moderate Density Residential Zoning District allows housing of up to eight units per acre to be developed. This density level would accommodate a single family home, a twin home, or aloes-density townhome development. However, the City could allow senior housing to be built in the R-2 Moderate Density Residential Zoning District at a higher density than 8 units per acre. This would prevent non- senior housing developments from exceeding eight units per acre, while allowing senior housing developments to be built at a higher density. In some cases, it could be argued that senior housing produces fewer car trips and demands on certain city services; therefore, higher density senior housing could have lower impacts to the surrounding community than higher density non-senior housing. Utilizing this option would require that the City officially define `senior housing'. The City would have to determine what age is appropriate for people to be designated as senior citizens. Additionally, the City would also have to determine which residential zoning districts would be appropriate to allow higher density senior-only housing. As a note of caution, allowing higher density senior housing to be located in less dense zoning areas would create the possibility of higher density (senior) housing development in many areas throughout the City. Density Bonus A density bonus is an incentive-based tool that permits developers to increase the maximum allowable development on a property in exchange for helping a community to achieve specific goals. Increasing development density may allow for increases in developed square footage or increases in the number of developed units. Providing a density bonus to developers can be done through amending the Subdivision Code. If this is done, the City could designate an area to be zoned for low-density. development, but increase density allotment at the time of subdivision approval for a senior housing development. This act could be incorporated into the Subdivision Development Agreement which is required to be implemented prior to approval of the final plat. There are instances where properties may not have to be subdivided or consolidated in order for development to occur. If this is the case density bonuses in the Subdivision Code would not be applicable. Other Options The City could provide other incentives to promote senior housing without majorly amending the Zoning or Subdivision Codes. Currently, the City requires multi-family housing developments to provide two parking spaces per unit. However, elderly and senior housing is allowed to have as little as one half of a parking space per every one dwelling unit. Other incentive-based programs could include relaxed setback requirements for senior housing, increased building height allowances for senior housing, and other relatively minor deviances from municipal code requirements. Professional Roundtable Discussion Staff has asked several professionals who are knowledgeable in issues surrounding senior housing to speak in a "roundtable" format at the Council/Manager meeting. Participants in the roundtable discussion include Jennifer Schuller, graduate student at the University of Minnesota -Humphrey Institute of Public Affairs and author of "Housing for Minnesota's Aging Population," a discussion paper sponsored by the Minnesota Housing Finance Agency. Amanda Novak, senior project manager for CommonBond Communities will also be participating in the roundtable discussion. CommonBond Communities specializes in providing affordable housing for seniors and others in the twin cities area. CommonBond Communities is the developer and property manager of the Valley Square Townhome development, located across Winnetka Avenue from City Hall. Diane Sprague, director of the "Lifetime Home Project", has also been invited to participate at the roundtable discussion. From 1980 through 2005, Ms. Sprague served on the staff of the Minnesota Housing Finance Agency. Unfortunately, Ms. Sprague has a prior engagement and will be unable to attend the roundtable discussion. However, she has agreed to create a handout that will capture some of her thoughts on senior housing issues. This handout will be distributed. at the meeting. Ms. Schuller and Ms. Novak will speak generally about issues surrounding senior housing, and will focus on the following discussion points: • Minnesota's aging population and the increasing need for senior housing. • Senior housing options. • Local examples of well-planned senior housing communities. • Attached articles and other material. Further Actions Staff requests City Council direction in implementing senior housing incentives. Staff recommends that the City determine whether or not to proceed with zoning changes prior to rezoning housing areas as part of the implementation process of the Comprehensive Plan. Attachment City of New Hope Zoning Map (1 page) "Where will seniors live?" Star Tribune article dated December 1, 2010 (5 pages) "Housing for Minnesota's Aging Population" report (35 pages) ' J.~ S T-' e- I1. ~~ _. ~ R~ III ~ ~ ~,~~~pt°~ •;r R.1 r _i~ ~"~ J fir- } \I +~~ _ Rd--~_ - - ~-RI Rd I - i ~ . ~ ~ i RI R[} ~ S "_ ' RI {'-1 RI wR~~ R~ ~~B ~ J R-z -0 ~ ~_- lei , B / ~ t-__ I ~ RI ~ ~ RO L ••~ R ~ Fe (( ~~ I I ~:~ 1 R ~i l ~ M a, ~ ~ _ ~~ 711 ~- - ~ . ~~ I '^R~ i =l` i _~ ~~ ~\ iI ~; ~~ I~ I~ ~ 3 ~~. ~~ .~ _ _ _ _ T'~T~ , _ _ ~,. ~~~ ~t , - ~~ I ~~ ~x 1 ~JJ LL~ I~ ~7 ~ ~'-I RI J ~ r~ ~ L ¢ ~ E ~.~ J ~_ ~ ~. _, 4 -~' ~~ ' ,~ ~ _ ~ -~ -~,c~~ ~ '~ ~ ~ ~ ~ I ITL1- - - ~ :,,~~ I: L ~_~ C~l~J L l ~ R.1 ~~-__ ~ IR i ~~ 1~,~ i{ B ~ 1 ~ ~~~~~,- ~<,•~ = IRp~ ~a~~,_ ~ ~ II-dB d it ~B ~B m ~' ~-_ y ~:~ ~ - ~ _, ce- fee ~ ~- -E n~~T~ ~ ~ - ~ ~ ~ _- ~'~ - ~4 - ~; 7 _~>~-~~ _ - ~. 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Planned Use Development CB Community Business I Industrial LB Limited Business Open Space/Public Water City Limits Parcels Outside of City /v City Parcels N W E S Feet tooo o iooo 2000 Bonestroo l i:\3q\3gmap\cad\avprojects\zone_2oo6.apr 51 Format Dynamics :: C1eanPrint :: http://www.startribune.com/lifestyle/health/111163024.... Page 1 of 5 ..~ ~ ~ ,L. _ `,.. F ~ . ~ r ~ Pflink your ~~~ ~~~ ~~ ~~/ ~ ~ ~; ., rtao±lile brflro~S~r to 13ttp;~%startriburie.eam Where will seniors live? ,3eanne N#ul#en, 89, enjoyed her water aer®bics c#ass at Soutwe## Landing in Oak Park Heights. "I just fee# befiter when I exercise,,, she said. An aging Minnesota population has the housing industry trying to meet yet-to-be defined needs. By WARREN WOLFE, DAVID PETERSON and MARY JANE SMETANKA ,Star Tribune staff writers serving residents of five cities spread across Dakota County. Modeled on a successful project in Boston, it aimed to provide rides, handymen and other services so that elderly people could. age in place as they became frail The iVlinnesota version, however, will. die at the end of this month, a few of its services picked up by a Dakota County social services agency. Despite $275,000 in support from a private foundation, the project could nat attract the critical mass of participants willing to fork over the $600 annual fee. "In the end, we could not interest enough people to enroll in a program that they didn't absolutely need right now," said Mark. Hoisser, CEO of DARTS, the sponsoring agency. With Mirmesota's elderly population expected to double in the next two decades, gerontologists and urban planners agree that the state needs to expand. its stock of senior housing. Attempts to build for the future can been seen all across the 'I win Cities, from "granny pods" in. Scott County to high-rise condos in Richfield. Last update: C)eceber 1, 2010 - 10:21 PM River Bluffs Village sprang to life in January 2009 as a virtual retirement community The question is: Will baby boomers go for them when it's their turn to retire? Or will the Advertisement ~~l~g~Y~~~~ , '.-. ~ ,~, i k„".. ~ ,.(k>r ~~f"~1 V ~~ L]i.i._7L l'L/(11d ff7 ~~iVl ~, "• . ~` , aL71EC EM~f R ~'' - 5, 2 t~ 1 C? tl'tt~l 1`t~t.~ `dL.L. ,. ~~ ~ ~a,'~ ~ ~1€-i~~~'t~tt.~At~Af~.A~~E,~T~Vf'~''~TfC`Llt~t}J~l ~~ ~t(~ :.>'~. ~ r Or+~~sr~.~1~'.4~~3N3?akVi¢+.71aarIi~SAwk ~~~,... 1'rir~t l~~r~vercl 6 http://www. startribune.com/templates/fdcp? 1291321624073 12/2/2010 F2ichard Tsong-Taatarii, Star Tribune Format Dynamics :: C1eanPrint :: http://www.startribune.com/lifestyle/health/1 1 1 1 63024.... Page 2 of 5 ~,~ {'oi€~k your ~, ~~~ ~~~ ~ ~ ~ ~- ~ rr,ob,l€ bro n ser to I tlp ;~'st3rtrit}ur,e_c{~rn projects flop -- the failed. dreams of well- intentioned planners? "Whatever the boomers say they want now, they're going to change their minds," predicted Robert Kramer of the National Investment Center f'or the Seniors Housing & Care Industry in Annapolis, Md. "What I know is they won't want to be called seniors, anal most of them won't want to be living with a. bunch of old people -- even when tihey are the old people." As a result, developers and civic leaders are wading gingerly into this demographic wave, watching what works and. what doesn't across the Twin Cities landscape. "We've had a lot of change over the past 10 years," said Kathryn Roberts, CF.,O of Ecumen, achurch-affiliated senior housing nonprofit in Shoreview. "But what's coming? We're only guessing." "This is all old people!" Construction of new senior housing slowed sharply in 2007 as the real estate market collapsed. But the Twin Cities was adding m are than 1,000 new units a year in the l 990s, and experts expect same recovery soon. In the mid-1980s Richfield made a conscious choice to try to lure seniors out of their single-family homes but keep them in the community. The result was a densely built neighborhood. of shops, restaurants, condos and apartments designed for easy living near the intersection. of 66th Street and L}rndale Avenue. It worked, said John Stark, the city's director of community development. Single-family houses turned over, and Richfield's homeowners are now among the youngest in. the Twin Cities. But after that burst of development, the City Council decided. against putting mare senior developments at the Lyndale hub. Some of the older projects now have vacancy problems, Stark said. "When senior developmen s opened. in 1990, a bunch. of people who were 65 moved in," lie said. "Now there are a bunch of 85-year-olds living there. And when they try to market it, someone who is 65 walks around and says, 'Wait a minute, this is all old people.' " Along the downtown Minneapolis riverfront, the fledgling Mill City Commons is trying a Advertisement 1'rir~t ~'caw~r~cl ~y http://www. startribune.com/templates/fdcp? 1291321624073 12/2/2010 Format Dynamics :: C1eanPrint :: http://www.startribune.com/lifestyle/health/111163024.... Page 3 of 5 ,~ ~ ~ Paink your ~ ~~ ~. ~~-~' ~~~ ~ ~i ~ ~ ~~~ n~obilc 6ro~n~ser to htt~~J,Jstartribur~ie,com different experiment. Like the Boston project, it offers a combination of services and activities for senior residents of several. bur dings, and so far it's succeeding. "We're building a community where we support each other," said board chairwoman Marcia Townley, a retired philanthropic adviser who returned from New York. City to be near family. "Is this a choice our kids might make? I really don't know. But if our kids join, I suspect they will reshape Mi11 City Conunons, as they have everything else." Near Stillwater, Presbyterian Homes launched Boutwell Landing a few years ago as a campus of the future for seniors, a "continuum of care" village with apartments, townhomes, a nursing home, shops and a movie theater. But it could be the nonprofit's last huge development. "We can plan only four or five years out," said Dan. Lindh, CEO at Presbyterian Homes & Services of Roseville. "Maybe the baby boomers will want something like what they're choosing for their parents now -- but. maybe not." Getting rid of the chores Last summer the state Department of fIuman Services, which has been working for more than a decade to prepare Minnesota for the aging wave, commissioned a survey of baby boomers' plans. Most boomers are optimistic and happy enough with their current housing and comnnmity, but many intend. to make changes iti retirement. Only a few plan to head for the sunny South; most say they'll stay nearby, a few more in condos, townhouses or apartments. "What they like is single-level living and getting rid of some of the chores, like snow shoveling," said Loren Colman, assistant commissioner. "Remember, these are people who have moved more than their parents, and are more willing to spend money for services that fit their lifestyles," he said. "Choices they make at age 65 or 75 or even 85 may not he their final choices." What's apparent is that baby boomers want to live as independently as possible at home, whether that's a house, a condo or even an assisted-living apartment. Some of the changes are starting one family at a time. Over the past two to three years, for instance, something started to change in the semi.-rural townships of Scott County. "We were viewing building permits for the Advertisement ,, ~s ; ~. ~ r ~~ ~~.~~ r~~~f~~lE~ ~ .. ~_ ; ~ , ; rrcr~t~r~ sr~a~r gar ~~ ~ `c #~ E ~' ~ L s GR[]UP R~i7EfT AND PA6KAGl~l~ A1IJ4PLA8L? CA$kN~+ }i CJi ~1 ~,„~~~~~-~„,~~ mysticlake.corn F'rir~t 1'cswer~cl lay ~~~f~ r~~~~ ~~~ ~. http://www.startribune.com/templates/fdcp? 1291321624073 12/2/2010 Format Dynamics :: C1eanPrint :: http://www.startribune.com/lifestyle/health/111163024.... Page 4 of 5 ... ._ Point your mobile 6tawJr to ~~~~. ~ ~~~~ " ".~ http:/st~tr~rit~u€ie.casm larger homes going up in the eastern part of the county," recalls planning manager Brad Davis, "and seeing floor plans that showed a second living unit -- usually on the second or third floor or over an attached garage." When the county warned applicants that it allows only single-family homes, the homeowners said they wanted separate units -- for an aging parent, perhaps, or an adult child returning home. Early in September in the nearby town of New Prague, Ken Ondich sent out arr all-paints bulletin to fellow city planners on his professional association's website. Ondich wrote that he was confronting for the first time a request for what's been called a "granny pod" - a separate pre-built housing unit trucked rota town and plopped onto someone's back yard. What was he supposed to do? No one with any sort of heart could fail to empathize. But, Ondich said, "I'm thinking: This is a slippery slope that could open the door to some really crowded lots and bad. rental units." Some neighbors worried that what started as a kind gesture could turn into income-producing properly -- or dumpy- looking additions and a clutter of cars. Scott County commissioners eventually drafted a strict ordinance: "Al] kitchen appliances and/or phunbing equipment shall be removed. once the accessory dwelling unit is no longer occupied by a family member." How much is enough? to Bloomington, many seniors have chosen. to remain in their ramblers, which are easily remodeled. and often have bath, kitchen and. bedrooms on one floor. But the city has encouraged a range of senior housing, including condos, apartments and specialized projects such as housing far people with Alzheimer's disease. Such projects, however, sometimes trigger controversy in Bloomington. and iaeighbo~•ing Edina. The most common abjection: density. "People are usually comforted by the fact that the residents will be seniors," said. Larry Lee, Bloomington's director of community development. Even more senior housing is on the way in these two iconic suburbs, but figuring out just what sort is an art, :Lee said. He said today's seniors are not the same as people who turned 65 even 20 years ago. Advertisement l~rir~t 1"'awer~rl E3y http://vvww. startribune.com/templates/fdcp? 1291321624073 12/2/2010 Format Dynamics :: C1eanPrint :: http://www.startribune.com/lifestyle/health/111163024.... Page 5 of 5 ~. _... y ~ '' Point your ~t~obile bro~n~srr to ~~ I~ttp;/,~~tartri~unc,et~raz ~~~~~~~ ~ "Everybody has a story of a 90-year-old grandma still Living in her single-family home," he explained. "We're learning that a variety of choices is the best thing that works for us." What the future holds In interview after interview, planners and developers say this is their best guess for the future: Single-family Domes will. became more high-tech, with mare devices atld sen~ices to help frail people stay put and help their families monitor their condition from afar. The line between independent-living apartments and assisted living will blur, with assistance services, including nursing care, available in all manner of housing. Nursing homes «rill become more like hospitals -- short-term options for people who need. intensive medical. care. "Older people are going to be even more engaged and active ir~i the community," said Ecumen's Roberts, at 59 squarely in the boomer generation. "Most of us will. be healthier. And wealthier? Not all will be. As a nation we still have to figure out how to finance long-term care and convince more people to be responsible far their care as they grow old. "But overall, this is really exciting stuff. Tlje boomers have always been changers, and that's never going to stop." Wolfe@startribune.coml • 61.2-673-7253, dapeterson(u~startribune • 952-882-9023, smetai~~ startribune.com2 • 612-673-7380 Shortcuts To Links In Article 1. http://ezurl.co/1bbc1 2. http://ezurl.co/911e1 Advertisement ~~ r~~a~~~~~~ ~~~~~~-,~ -~.~ ~_ . SAVE ~o G4°~ ~~~~~ ~~ 3 ~ ~if`ts E~rirtt F'ower~cl By ~, , ,, http://www. startribune.com/templates/fdcp? 1291321624073 12/2/2010 Discussion Paper Housing for Minnesota's Aging Population Jennifer Schuller Graduate Student University of Minnesota, Humphrey Institute of Public Affairs .... .... Minnesota Housing Research and Evaluation Unit Housing for Minnesota's Aging Population: Discussion Paper Author Jennifer Schuller Candidate, Master of Urban and Regional Planning University of Minnesota, Humphrey Institute of Public Affairs Date August 2010 Acknoivledc~c-n~ents The following individuals provided feedback and perspective to guide development of this report. Thank you! • Andrew Schlack, Greater Minnesota Housing Fund • Annette Sandler, Jewish Family and Children's Service of Minneapolis • Ben Winchester, University of Minnesota Extension Services, Center for Small Towns • Diane Sprague, Lifetime Homes • Gail Gilman Waldner, Minnesota River Area Agency on Aging • John Patterson, Minnesota Housing Finance Agency • LaRhae Knatterud and Peter Spuit, Minnesota Department of Human Services • Marilyn Bruin, University of Minnesota Housing Studies Program • Tom DeCrans, Karen Thompson, and Terry Louwagie, USDA Rural Development, Minnesota Office • Tom Gillaspy, Minnesota State Demographer's Office Housing for Minnesota's Aging Population Discussion Paper Table of Contents Introduction &Summary ...............................................................................................................................................1 I. Minnesota's Aging Population ....................................................................................................................................2 II. Seniors' and Boomers' Homes ...................................................................................................................................8 Housing types :...................................................................................................................................................8 Satisfaction with housing ...................................................................................................................................9 Moving and future housing preferences .........................................................................................................10 III. Meeting Seniors' Housing Needs ............................................................................................................................13 Housing and disablement ................................................................................................................................13 Housing design for healthy living and healthy aging .......................................................................................14 Senior and boomer preferences in housing design .........................................................................................16 Comparing modifications with other housing and care options .....................................................................17 IV. Applications to the Minnesota Market ..................................................................................................................20 Special considerations for the low- to moderate- income housing market ....................................................20 Conclusions ..................................................................................................................................................................22 References ...................................................................................................................................................................23 Appendices ..................................................................................................................................................................25 Appendix A: County Indicators ................................................................................................................................26 Appendix B: Select Universal Design Elements for All Housing ...............................................................................30 Housing for Minnesota's Aging Population -Discussion Paper September 2010 Introduction & Summary Baby boomer retirement over the next twenty years will usher in a major demographic shift in Minnesota, with adults at least age 65 increasing from 12% to 20% of the state's population. Boomers have dominated the housing market throughout their adult lives, and will likely continue to do so as they begin to retire this year. Traditional forms of senior housing, however, do not match the preferences of most baby boomers and younger seniors. Older adults primarily own single-family homes and desire to remain there as they age. Nevertheless, health and activity limitations generally increase with age, and the current housing stock is not equipped to enable an aging population to remain in their homes and communities. Very few single-family homes units are built to be accessible, but an estimated 60% of these units will house at least one person with a disability over the unit's lifetime. Over 300,000 older Minnesotans now report a need for housing repair or modification to remain in their homes. At the same time, the State is seeking community-based alternatives to senior housing and care in an effort to control burgeoning long-term care costs. This juncture presents an opportunity for the Minnesota Housing Finance Agency to support a new paradigm of senior housing, one which both meets the desires of seniors and boomers to remain in the communities and social networks they've chosen and aids the state creating a more cost-effective housing and care system for seniors. Core universal design components can underpin an effort to design and build homes that enable all types of households-seniors, families with children, people with disabilities-to live with ease in their communities. 1 Housing for Minnesota's Aging Population -Discussion Paper September 2010 1. Mj~~~~~~~~rt~~`~ i~~„iit~ I'~~)at~(atj~~~r In 2010, nearly 680,000 seniors and 1,470,000 baby boomers live in Minnesota. By 2030, the expected senior population will be nearly 1.3 million, or 20% of the state's population (as compared to 12% in 2010). However, these seniors and baby boomers are not distributed evenly throughout the state. While less than half (47%) of the state's total population lives outside the seven-county Twin Cities metro area, over half of seniors (55%) and over half of boomers (58%) live in non-metro Minnesota. Baby boomers-the seniors of 2030-also make up a significant proportion (26 to 31%) of suburban and exurban populations. Over the next twenty years, Minnesota's total population is projected to increase by about 16% while its senior population will nearly double. Given the large size of the boomer cohort and decreasing birth rates across the state, the State Demographic Center projects that the older- adult cohort is expected to grow faster than the overall population in all regions of the statel, as shown in Figure 1. The most explosive growth in the total and senior populations is expected in Central Minnesota, while regions like the Twin Cities area will experience a sizable but more moderate overall growth, with a doubling of the senior cohort. Still other areas face zero or negative population growth along with increasing numbers of seniors. Looking at individual counties, Maps 1 and 2 show the proportion of each county's population that is age 65 and older in the years 2010 and 2030 (projected). Currently, counties coded in yellow in Map 1 and stretching from St. Cloud into southeastern Minnesota have a younger and Figure 1: Projected total and senior population growth (2010-2030), by region 1 Minnesota DEED Regions 1 Northwest 2 Headwaters' 3 Arrowhead 4 West Central 5 North Central 6E Mid-Minnesota 6W Upper Minnesota Valley _3.69 7E East Central 7W Central 8 Southwest 9 South Central 10 Southeast 11 Twin Cities Area 91.99 ~~'~ ^ 65+ population - 60.39 Total population s17s~ 9 - 66.69 - 74.89 0 85.7Yo ~9 ~ 70.89 ~ 45.09 132.09 40.7% 147.89 aa.s9 ~ ao.s9 - 65.69 ss.o9 39 101.39 1 Minnesota State Demographic Center (June 2007). Population Projections 2005-2035. 2 Housing for Minnesota's Aging Population -Discussion Paper September 2010 faster-growing population than other areas of the state, with seniors making up 15% or less of the population. In most other counties, seniors are 15 to 25% of the population, with just 15 counties having populations where over 30% of the population are seniors. Counties in slow- growth regions with a lower proportion of seniors are predominantly home to a college or university, e.g. Bemidji State University in Beltrami County and Southwest State University in Lyon County. By 2030, shown in Figure 3, only three counties are projected to have populations in which seniors account for 15% or less of the population, and the younger central and southeastern regions of the state will reach the proportion of seniors that other regions experienced in 2010 (15 to 25%).2 In fact, by 2030, seniors will account for nearly 40% of the population in Aitkin, Cook, and Kittson counties. Rates of increase in the senior population between 2010 and 2030 also vary across the state (see Map 3). Counties with older populations in 2010 will continue to age, with increasing numbers of seniors in older age cohorts, including ages 75 to 85 and 85+; however, they will have smaller increases in the overall senior population. Counties with lower proportions of seniors in 2010, in contrast, are projected to experience a dramatic aging trend. In eighteen counties-most of which are located in central and southeastern Minnesota-the number of seniors will more than double in the next 20 years. In fact, Scott County is anticipating a 255% increase while Traverse County, with its already older population, is projected to begin the trend toward a numeric and proportional decrease in its senior population. In general, varying growth rates and proportions of seniors by county mean that communities are and will continue to experience the aging of the population to varying degrees. The elderly dependency ratio, which is the number of persons aged 65 or over per 100 persons in the population aged 15 through 64 years, provides one indicator of the extent of the financial and direct care burden on working adults in counties throughout Minnesota. For example, the statewide elderly dependency ratio in 2008 was 18.4 but, by county, the measure ranges from 9.9 to 51.8. Counties around the Twin Cities area, central and southeastern Minnesota have ratios under 20, while counties on western edge of the state typically have ratios above 35. By 2030, the statewide elderly dependency ratio will increase to 34.0, with counties ranging from 19.9 to 76.4. (A table with county-level elderly care ratios and other indicators is included in Appendix A.) Z Minnesota State Demographic Center (June 2007). Population Projections 2005-2035. 3 Housing for Minnesota's Aging Population -Discussion Paper September 2010 Map 1 Proportion of Population Aged 65 and Older (2010) - 20.1%- 30% ~ 6.5%- 15°/0 0 12 5 25 50 Miles i ~ ~ ~ i Source. Minnesota State Demographic Center nn Minnesota Housing Housing for Minnesota's Aging Population -Discussion Paper September 2010 Map 2 Proportion of Population Aged fi5 and Older (2030) 3t) 1°io-4U% ~_j 15.1°ru-ZU% - 20.1% - 30% u 10.5% - 150!0 0 12.5 25 50 Miles t ~ ~ ~ i Source Minnesota State Demographic Center p fl Minnesota Housing ~, Housing for Minnesota's Aging Population -Discussion Paper September 2010 Map 3 Projected Change in 0 12.5 25 50 Miles Senior Population (2010-2030) , , _ 95 9% to 255 4% ~ 49% to 68.7% - 68.8%to 95.8% ~_~ 19 1%to 48.9% Source Minnesota State Demographic Center C__~ -13.3% n ra>t Minnesota Housing Housing for Minnesota's Aging Population -Discussion Paper September 2010 Non-metro population will continue to be older than the total population because retirees are moving to non-metro counties3 and because older people make up larger share of population in population loss counties.4 In addition, migration patterns change with age, with older adults less likely to migrate than younger cohorts, but more likely to migrate to rural non-metro- adjacent counties, especially if they have adult children nearby. Compounding this trend as boomers reach retirement, boomers have historically had higher rural migration rates than other generational cohorts.s Within metropolitan areas, a recent study examining 2005 Current Population Survey data from U.S. metropolitan areas including the Twin Cities, found that just two percent of all empty-nest retirement-age suburban homeowners can be expected to move to an urban area; seniors and empty-nesters in suburbs are at least as likely to move to a small town as to the city.6 Surveys of seniors and boomers in Minnesota confirm that preference.' Policy Ii~~plicntions: Given the size of the senior and boomer cohorts, older adults will dominate the housing market in the state for the next twenty to thirty-five years. Builders and remodelers, as well as public officials, will need to tune into this aging population to find efficient and multi-purpose housing and care solutions that meet the needs of an aging population while contributing to a future housing stock that is attractive and adaptable to Minnesota's future population. Safe and connected sidewalks, doors with easily-maneuverable lever handles, and entrances that accommodate strollers as well as wheelchairs are examples of features worth investing in because they enhance life for people of all ages and abilities. And, as noted earlier, communities throughout Minnesota are and will continue to experience this demographic change in different ways. In some communities, the next twenty years will feel like a sprint toward an older demographic, while in others it will feel like the second half of an endurance race. Effective policy responses should therefore recognize that requests for assistance may vary in tone and emphasis and, to the extent possible, provide flexibility for various types and levels of responses throughout the state. s Cromartie and Nelson (2009). ° Jones, Kandel, and Parker (2007). 5 Cromartie and Nelson (2009). a Englehardt (2006). Ecumen (2007). 7 Housing for Minnesota's Aging Population -Discussion Paper September 2010 lI..Sk~N~ri~il!°s' Auld Boo>Ine~°s' )l~~rnes Responding to the housing needs of an aging population requires understanding of the population beyond its numeric dominance throughout the state. To meet projected market demands in a cost-effective manner, examination of current housing types, levels of satisfaction, and future housing preferences of today's seniors and boomers is essential. At any given time, only a small number of older adults live in nursing homes, assisted living facilities, or other care facilities. In fact, a recent study of the need for long-term care found that elders 65 years old today will need an average of three years of long-term care (nursing facility, home care, or informal care).$ In 2009, 27,444 senior Minnesotans were in 281 nursing facilities9; this total constitutes 4% of all seniors in the state. Assisted living provides housing and care for an estimated 57,261 Minnesota seniors (8%). Figure 5: Minnesota homeownership rates, by age (2006-2008)10 100 ,-- ---_ ~o ov 83.9Y 86.19'0 87.3% 85.99'0 __ __, 80% 60~ 409 20% OY 15 to 24 25 to 34 35 to 44 45 to 54 55 to 59 60 to 64 65 to 74 75 to 84 85 and All ages over -------Baby boomers ------- The remaining 88% of seniors are in more traditional housing. Overwhelmingly, seniors and boomers are owners of single-family detached homes. As shown in Figure 5, baby boomers and seniors have home ownership rates exceeding the state rate of 75%.10 Ownership rates decrease as seniors age and sell their homes, but an estimated 20% of householders age 65+ carry a mortgage on their home.ll Older Minnesotans who rent in Minnesota reside in a range of housing types, with about one third in low-density rentals (e.g. townhomes and triplexes), one third in larger multi-family properties, and the remaining third in age-restricted multi-family properties. As shown in Figure a Kemper, Komisar, and Alecxih (2006). 9 Harrington, Carrillo, and Blank (2010). to American Communities Survey (2006-2008). 11 Harvard Joint Center for Housing Studies (2006), MetLife (2009). 8 Housing for Minnesota's Aging Population -Discussion Paper September 2010 6, this means that 7% of older Minnesotans reside in age-restricted multi-family rental properties.12 Figure 6: Current residence of Minnesotans, age 55+ (2005)1z Single-family home ^Mutti-family home, including townhomes, condos, duplexes, and triplexes Apartment in multi-family structure Apartment in age-restricted multi-family structure 7% 7% 78% The age and condition of the housing stock in regions around the state varies significantly. In southwest and west central counties, and along the Iowa border, the median age of the housing stock is currently around 50 to 60 years. In counties surrounding Hennepin and Ramsey counties, and in retirement destination areas around Bemidji and Brainerd, the median age of housing is only about 15 to 30 years.13 In general, the condition of rural housing has improved over the past century, but research finds that senior homeowners tend to live in the oldest homes in the community14 and are less likely to move than older adults in urban areas.ls Satisfaction with hou;~ :Housing type, however, does not appear to have a significant influence Table 1: Senior and boomer satisfaction with current housing, by age cohort1e Age of Percent of respondents Respondent rating housing satisfaction at least 8.0 of 10.0 on satisfaction with current housing. Adults 55 and older are generally very satisfied with their current housing, ranking their satisfaction at an average of 8.7 out of 10 (10 being highly satisfied) in 2009.16 In addition, the level of satisfaction with their housing increases with age, 45 to 54 years 75 55 to 64 years 82 65 to 74 years 85 75+ years 86 as shown in Table 1. Satisfaction with housing is related to housing's perceived impacts on wellbeing, access to social and civic opportunities, and monetary benefits to iz Minnesota Board on Aging (2005). Survey of Older Minnesotans. Table 59: Live in Senior Housing, Table 60: Housing Tenure i3 American Community Survey, 2006-2008. 14 Strathers (2009). 15 MN Board on Aging (2005). Survey of Older Minnesotans. Table 63: Planning to Move. i6 MetLife Mature Market Institute and National Association of Home Builders (2009). 9 Housing for Minnesota's Aging Population -Discussion Paper September 2010 residents17. In detailed surveys of seniors in five communities and housing settings across the United States, residents reported that both renting and ownership had a positive impact on wellbeing, both provided social and civic opportunities for residents, and both provided monetary benefits. Elderly Minnesota residents receiving assisted living services in their homes also overwhelmingly report satisfaction with care received (99%) and that their lives are better because of the assistance (85%).18 High satisfaction is common even when assistance is needed to maintain the home. Forty percent of older Minnesotan noted that they needed some type of assistance to remain in their home. Most common types of assistance needed were maintenance and repair (23.8%), structural upkeep (18.9%), and accessible features (6.9%).19 Respondents who were female, lived alone or had lower incomes were more likely to report need for assistance to remain in their home. Shown in Figure 7, the need for home modification also increases with age, with twice as many modification needs reported by adults age 75 and older as by respondents age 50 to 59. Figure 7: Older Minnesotans' need for home repair or modification to remain in home, 200519 ~ 90 c 80 eo 70 60 ~ 50 d 40 ~ 30 .. d 20 v a`, 10 a 0 Associated with reported high levels of satisfaction, the Minnesota Board on Aging found that 80% of older Minnesotans have no plans to move.20 Relocation can be traumatic for older adults, even within continuing care retirement communities (CCRCs), because it is seen as disempowering and final2l or because the move was precipitated by a "shock," such as loss of a spouse or caregiver.22 Older adults may voluntarily "Altus and Matthews (2002). 'a Minnesota Department of Human Services (2009). 19 Minnesota Board on Aging (2005). Survey of Older Minnesotans. Table 64: Percent Needing Assistance to Stay in Own Home. 20 Minnesota Board on Aging (2005). Table 63: Planning to Move. zi Shippee (2009), Coughlan and Ward (2007), Heisler, Evans, & Moen. (2004). ~~ Calvo, Haverstick, and Zhivan (2009). 10 Ongoing Maintenance StruduralUpkeep Wheelchair or NoASSistance and Repair Handicapped Needed Accessible Housing for Minnesota's Aging Population -Discussion Paper September 2010 move to CCRCs to maintain autonomy and increase social integration as they age, but transitions within CCRCs often reflect administrative decisions and may result in decreased social integration and satisfaction. Movement from independent living to assisted living or to nursing care is especially traumatic, as independent living is a symbol of retaining control. Demonstrating this tendency, 62% of older Minnesotans expressed concern about living in a nursing home some day.23 Additionally, a senior housing provider study in Minnesota found that, even if they or their spouse have a debilitating illness, 89% of Minnesota boomers want to live at home, with just 3% stating a preference for "active adult" communities, 1% for assisted living, and 0% for nursing homes.24 Nearly two thirds (65%) want a combination of professional and family care in their own home. (These preference rates for assisted living are lower than those found in national studies, where boomers reported preference for assisted living at five to eight percent, and nursing homes at two to three percent.zs) When older adults consider relocating, reasons for moving can be grouped into pull factors and push factors, with push factors dominating: z6 • Pull Factors include proximity to grown children, church, shopping, or health care (24%). • Push Factors include the desire to reduce housing costs, including maintenance (76%). Studies also reveal a preference for low-density neighborhoods and communities in small towns and suburban areas. A randomized phone survey of Minnesota baby boomers revealed a preference for rural locations (52%), followed by suburban neighborhoods (37%) and urban neighborhoods (10%).27 When older adults' examine a range of housing-care combinations, assisted living is favored by the oldest households (especially those with the oldest person over 85) and when there are no adult children nearby; however, this preference is unaffected by the presence of difficulties with activities of daily living.28 Shared housing, or the "Golden Girls"/roommate model, is favored by households with difficulties with activities of daily living and households with non- resident children. Supported housing, or in-home care, is favored as a second choice by households having difficulties with activities of daily living. Policy Implications: Most baby boomers clearly want to stay in their current homes (typically single-family) and communities. If services are needed, they want them provided by family, friends and ze Minnesota Board on Aging. 2005 Survey of Older Minnesotans. Table 77: Concerned about ending up in a nursing home. za Ecumen (2007). zs Kane, Chan, and Kane (2007). z6 Bailey and Gilmore (2004), Kane, Chan, and Kane (2007). z~ Ecumen (2007). 28 Shafer (1999). 11 Housing for Minnesota's Aging Population -Discussion Paper September 2010 professionals in their homes. Consequently, meeting the market demand for the senior housing of the future requires solutions that address single-family homes; concentrated senior housing, especially in larger multi-unit properties, is likely a limited part of the solution. Additionally, helping seniors maintain their independence requires coordinated housing and support services. The wellbeing that seniors feel in their homes is often directly connected to their ability to remain as independent as possible. When the solution demands some ongoing services, a plan for those services should be in place in conjunction with any home modification activities. In addition, identifying and prioritizing naturally occurring retirement communities (Census tracts or places where 25% of the population is seniors) may help to build in efficiencies in service delivery. ~z Housing for Minnesota's Aging Population -Discussion Paper September 2010 111, Meeting Seniors' Hou~in~ Needs As people age, they are more likely to experience health or mobility Iimitations.29 At the same time, the current senior and boomer population predominantly own and plan to remain in homes that are not designed for people with disabilities. This incongruence points to an unprecedented need for home modifications and forward-thinking design in new homes. Environmental factors like home and neighborhood design set the threshold for when limitations become a disability and, correspondingly, when assistance is required.30 For example, someone who has difficulty getting in/out of bathtub may be considered disabled; however, the same person may not be considered disabled if a grab bar enabled the individual to perform the task without other assistance. As reported in the Medicare Beneficiary Survey (2007) and shown in Figure 7, over nine percent of adults age 65+ have difficulty bathing or showering,31 both activities with which grab bars could be beneficial. Twenty-two percent have difficulty walking and could benefit from zero-step entrances and main-floor baths and laundries. Figure 8: Medicare recipients with difficulty performing selected activities of daily living, 200729 45 40 35 30 .. ~ 25 u d 20 a 15 10 5 0 Using Toilet Also demonstrated in Figure 8, activity limitations and need for assistance also increase with age. Correspondingly, areas of the state in which older cohorts are larger will likely have higher levels of disability and needs for home modification compared to regions with senior populations dominated by younger cohorts. For example, in 2030, seniors will make up about 24% of the population in both West Central and the Headwaters (Bemidji) regions of the state. However, seniors at least age 85 will make up 5.7% of the population in the west central region z9 Medicare Beneficiary Survey (CDC/NCHS). so Stineman (2001), Stineman, Ross, Masilin, and Gray (2007). 31 Medicare Beneficiary Survey (CDC/NCHS). 13 65 to 74 75 to 84 85+ 65+ Housing for Minnesota's Aging Population -Discussion Paper September 2010 and only 2.8% around Bemidji, indicating that modification needs per senior may be higher in west central Minnesota. Beyond individual disability rates, however, housing researchers have recently turned to using household disability rates instead of individual disability rates due to their better fit with housing units. Household disability rates, or the percentage of households with at least one person with a disability, are approximately twice that of individual rates and increase as the household ages. Using medium assumptions regarding rates of disability and the number of different households that could reside in asingle-family home during its lifetime, there is a 60% probability that, during its expected lifetime, anewly-built single family house will house at least one resident with a physical limitation disability, and a 27% probability of housing at least one resident with aself-care limitation, such as using the toilet.32 When disabled visitors are accounted for, probabilities rise to 91% and 53%, respectively. Consequently, the current stock of housing will not meet the needs of the aging baby boomers without some intervention. Affordable housing with good initial design or home modifications can significantly increase the length of time residents can live safely and independently in their homes. Design modifications can potentially prevent a disability from occurring, stop or slow the process of disablement, or possibly even reverse the disablement process. In a controlled study of accessibility modifications in the homes of older adults with mobility limitations,33 older adults with baseline modifications such as railings and bathroom modifications were less likely than their counterparts without modifications to experience subsequent decline in functional ability two years later. (However, there may be a health or disability threshold after which modifications reap a limited benefit.) Factors strongly associated with having residential modifications are health conditions, older age, and living alone. Other factors involved in the decision to have home modifications include residents' and family members' level of awareness, affordability, and beliefs of beneficiality of modifications.34 These factors concerning home-modification decisions hint at some of the barriers to having one's home modified. Lack of resources or information for home modification, lack of expertise/training for professionals, inertia on part of homeowners/homebuyers were reported in a national study.35 Also prominent is homeowners' desire to maintain "normal" or "non-disabled" perception. New homebuyers also demonstrate reluctance to incorporate accessibility features (or accessible-ready features); most homes are sz Smith, Rayer, and Smith (2008). ss Liu and Lapane (2009). sa Kutty (1999), Pynoos (1993). ss Stafford and Harlan-Simmons (2003). 14 Housing for Minnesota's Aging Population -Discussion Paper September 2010 purchased by younger adult households, who are unaware or in denial of future needs at purchase.36 To overcome perception barriers to home modifications, Universal Design may provide a framework for construction and modification that meets the needs of seniors without placing emphasis on disabilities or limitations. Rather than being geared solely to older adults and people with disabilities, universal design features are intended to have general utility and market appeal. Universal design focuses on design beyond the "average adult user model" of conventional design, creating models with broader performance capabilities for the population as a whole, including children, short and very tall adults, those with temporary limitations like pregnancy or a leg injury, and persons who are frail or have various disabilities.37 Core components of universal design are non-intrusive and non-specific, improving ease of living for people. These core elements include at least one zero-step entrance, a bath and bedroom on the main level, and broad blocking in walls around toilet, tub, and shower allowing for future placement and relocation of grab bars. (The key with grab bars is having the bathroom framed so that they can be added in the future at minimal cost.) Other examples of universal design features include multiple countertop heights, wide doorways, lever faucets, and a curbless shower with handheld adjustable shower head. While modifications can be expensive, several assessments have found that universal design feature costs are minimal if incorporated into the construction of new units, but can be substantial if added to existing homes.38 Although a handrail installation may add only $100 to a new construction project, major structural renovations to an existing home to accommodate handrails can cost $50,000 or more. However, even the cost of major modifications should be evaluated in the context of costs of other housing options, e.g. nursing home care at $64,000 to $74,000 per year. 39 Along with structural modifications for ease of mobility, telehealth services and televideo assessments for home modification have also proven effective in providing assistance to more remote or underserved populations.40 Remote (televideo) assessment of home modification needs for older adults are slightly less accurate in identification of problems, but were as effective as in-home inspections in finding agreement on solutions. Remote assessments also involve significantly less cost for residents in rural and other underserved areas.41 as Lemmon (2007). 37 Lifetime Homes (no date). 38 Pynoos and Nishita (2003), Duncan (1998), Lansley et al (2004). a9 MetLife Mature Market Institute (2005). 40 Minnesota Department of Health (2008). 41 Sanford and Butterfield (2005) 15 Housing for Minnesota's Aging Population -Discussion Paper September 2010 Overlapping with some Universal Design components and directly connecting with seniors and boomers' desire to increase ease of living in their own homes, older adult buyers prefer features that enable them to 1) reduce maintenance, energy costs, or physical strain, and 2) maintain the "family home" role, having space for guests and family events. Boomers prefer homes that are: • larger (3-4 bedrooms), • high-tech (broadband internet and security systems), and • low maintenance or energy efficient.a2 Respondents connected technology to both social interactions and to current or future home health care needs. Additionally, a 2006 national research study of over 6,000 householders age 45+ points out that only 5% of upper Midwestern adults age 45+ want to downsize when they next move.43 About one-third (32%) desire two bedrooms, nearly half (47%) prefer three bedrooms, and 18% want four bedrooms in single-family detached homes. Sixty-four percent also want one-story homes, but respondents show little interest in high-profile accessibility features. When the question was framed without reference to universal design, however, 42% of upper Midwestern householders age 45+ stated they were likely or very likely to purchase a home with universal design features (Figure 9). Householders age 55-64 were more likely to say they would Figure 9: Likelihood of purchasing auniversal- design home, by age groupaz 60 _ __ - Likely ^ Very likely so _ - 40 20 u 30 16 _..:.:;; 20 C. 53 49 41 45 20 34 10 I 26 29 25 0 ; ---- 45 to 54 55 to 64 65 to 74 76+ age group 42 National Association of Home Builders (2009). Survey of builders and buyers age 45+. 43 Wylde (2008). 16 Housing for Minnesota's Aging Population -Discussion Paper September 2010 purchase a universally designed home than were householders ages 75+. Declining interest with age is primarily a result of older households being less likely to purchase a new home than younger households. Explaining the lack of interest in overt accessibility features, homebuyers of all ages buy, build, and remodel homes that demonstrate their independence and ability to provide for themselves.44 As such, they do not generally choose products or designs that appear institutional (e.g. rails in hallways) or emphasize need for assistance (e.g. grab bars or roll-in showers) unless a household member has an immediate need for those products or designs. Also worth noting: Seniors and boomers are supported by federal law in their desire to receive care in their homes even as disability levels increase. The 1999 Olmstead Supreme Court decision45 mandated that services be provided to people in the "most integrated setting" in keeping with the Americans with Disabilities Act's integration mandate. As noted previously, home modifications can be expensive if work cannot be done in conjunction with larger home renovation projects or if homes are not designed to facilitate accessibility features. However, compared to more traditional models of housing and care for aging or frail adults, modifications with appropriate home care can preserve a sense of independence while saving money for older adults, their families, and the State. Table 2 compares the estimated annual costs associated with long-term care options in Minnesota. While individual needs affect the care required, the housing choices for persons with high needs represent vastly different costs.46 The third column, High with home care and Adult Day Care, most closely reflects seniors and boomers stated desire for a combination of professional and family care in their home and community. This option also presents a more cost effective choice for seniors, with expenses approximately 42 to 45% lower than nursing home care and 17 to 20% lower than professional home care alone. (Adult day services provide health, social, and therapeutic activities in a supportive group environment.) Reliable studies documenting the value of reductions in level or type of care needed as a result of home modifications are not yet available. However, because the home environment determines when a limitation becomes a disability, it is reasonable to assume that a successful home modification could reduce reliance on some high-intensity (and high-cost) services47. This could create potential savings for the family and/or the state when the individual is Medicaid 44 Golant (2007). 45 Olmstead v. L.C. and E.W. (98-536) 527 U.S. 581 (1999). as The Gerontology Institute, University of Massachusetts Boston, and Wider Opportunities for Women (2009), Genworth (2010). 47 Lansley et al (2004), Tanner, Tilse, and de Jonge (2008). 17 Housing for Minnesota's Aging Population -Discussion Paper September 2010 eligible. However, even in cases where the total cost of modification and home care is equal to the cost of long-term care in another setting, it is important to note that the modification allows the family or community to retain a home that is in better condition and is more marketable than the non-modified housing would have been. Table 2: Estimated Annual Long-Term Care Costs at Public Reimbursement and Private Pay Rates in Minnesota (2008)46 Level of Need for Long-Term Care: High with High with home care professional High with & Adult Day home care Nursing Low Medium Care only Home Care Hours Per Week 6 16 36 36 Public Rates: All of Minnesota $7,008 $18,701 $36,758 $46,024 $66,795 Private Rates: Twin Cities (il Counties) $8,311 $22,231 $40,288 $48,492 $73,175 Private Rates: Balance of Minnesota $7,262 $19,514 $34,974 $43,798 $60,225 Policy Implications: Overall, the pattern of increasing disability with age has specific implications for estimating housing modification and care needs in different regions of the state. Areas that have a higher proportion of the population that is over 75 or over 85 may have higher demands than the overall senior population would suggest. Varying needs and geographic realities may demand consideration of a broader set of eligible activities in home modification and rehabilitation projects. For example, creating accessory units (i.e. mother-in-law apartments) within larger suburban homes can support family caregiving while maintaining a sense of privacy for family members. However, in more geographically isolated areas, equipping homes with telehealth (or telehealth-ready Internet connections) more effectively promote independent living. Because the living environment sets the threshold for disability and service/care responses, home designs should be as accessible as possible. However, the existing housing stock does not meet the needs of an aging population and, in fact, contributes to the disability level of aging adults. Certain housing designs, such as split levels or split entries, should be discouraged and phased out because they create an environment with a very low threshold at which a limitation becomes a disability, thus requiring modification or assistance. Floor plans like split levels inhibit livability as designed and would involve very expensive modifications to meet even the core universal design requirements. Related to universal design, quality design that facilitates daily living is clearly welcome and desired, but accessibility features should not be prominent or visible corrections to the existing structure. For example, bathrooms should be framed so that grab bars can be installed without 18 Housing for Minnesota's Aging Population -Discussion Paper September 2010 extensive work or expense; alternate entrances or berms integrated into the landscaping should be considered in place of prominent ramps. Significant effort may be required to educate homebuilders and remodelers on flexible design strategies and non-intrusive alternatives to institutional products, among other topics. Coordination with other home modification funders and specialists, including DEED and statewide Centers for Independent Living, could build expertise and control costs across the industry. In addition, connecting builders to forward-thinking disability specialists or occupational therapists on an ongoing basis could help to form relationships that facilitate responsible and individualized solutions to housing and care problems. Finally, selling universal design may require new language and new angles. Concepts such as easy living, convenience, enablement, and young family-friendly design may be more convincing to seniors and new homebuyers who may otherwise feel that they are compromising their housing desires. For example, the same zero-step entrance that prevents falls for seniors also prevents falls for toddlers, and more easily accommodates strollers than traditional step entrances. Open floor plans enable caregivers of children and older adults to work in the kitchen and maintain a line of sight to the living room. 19 Housing for Minnesota's Aging Population -Discussion Paper September 2010 IV. Applications to the Minnesota Market In Minnesota, the percentages of older adults who report a need for home repair or modification may appear small, with five to eleven percent of adults by age reporting a need for accessibility modifications (see Figure 7 on page 10).48 However, when these percentages are applied to the total number of persons in these age groups, the scope of the need is substantial. As shown in Table 3, applied to 2010 population estimates from the Minnesota State Demographic Center, over 300,000 older adult households need assistance with structural upkeep or repair and 100,000 need wheelchair or handicapped accessibility modifications. In addition, the numbers are likely to grow as the baby boomers age into the 75+ age group. Table 3: Estimated older Minnesotans needing assistance with selected home maintenance tasks48 Age Cohort People (2010) 50-59 Total Population 763,130 Need assistance with ongoing maintenance and repair (14.6%) 111,417 Need assistance with structural upkeep (11.5%) 87,760 Need assistance with wheelchair or handicapped accessibility (34.2%) 36,630 60-74 Total Population 631,250 Need assistance with ongoing maintenance and repair (27.7%) 174,856 Need assistance with structural upkeep (22.4%) 141,400 Need assistance with wheelchair or handicapped accessibility (6.6%) 41,663 75+ Total Population 327,640 Need assistance with ongoing maintenance and repair (34.2%) 112,053 Need assistance with structural upkeep (26.6%) 87,152 Need assistance with wheelchair or handicapped accessibility (11.3%) 37,023 All 50+ Total Population 1,722,020 Need assistance with ongoing maintenance and repair (23.1%) 398,326 Need assistance with structural upkeep (18.3%) 316,312 Need assistance with wheelchair or handicapped accessibility (6.7%) 115,316 In addition, considering these self-reported need estimates in the context of older adults' consistently high satisfaction with their current housing, it is possible that structural repair and modification needs are underestimated. Assisted living, with little government regulation or financing (as compared to other housing-care options for seniors), has grown where the population can afford this more expensive care option; assisted living facilities and services are disproportionately located in areas with higher educational attainment, income, and housing wealth.49 Thus, low-income aging adults, including minorities 48 Minnesota Board on Aging (2005). Survey of Older Minnesotans. Table 64: Percent Needing Assistance to Stay in Own Home. a9 Stevenson and Grabowski (2010). 20 Housing for Minnesota's Aging Population -Discussion Paper September 2010 and people in rural areas, have substantially less access to assisted living services due to financial resources and proximity issues. These adults are more likely to move directly from their homes to nursing homes (which are heavily funded with public dollars), both because of the dearth of other housing options and because the individual is likely to be more frail once they move. Limited access to housing and care options can contribute to expensive undercare and overcare in underserved populations.50 For older adults with some care needs, both overcare (e.g. nursing home care when 24-hour care is not needed) and undercare (e.g. limited or no home care despite need) result in greater health care costs for individuals and society over their lifetime. This under- or overcare can be more prevalent in areas underserved by mid-level care services, including home care. Figure 10: Percentage of adults 65+ with activity limitations, by incomesl 40 35 30 « 25 C L 20 d n- is io s 0 Compounding the impact of over- or under-care on overall health care costs and Medicare spending, data from the Center for Medicare and Medicaid Studies and large independent studies have found that income is inversely related to activity limitations in older adults.51 In other words, higher levels of disability are associated with lower incomes and vice a versa. As shown in Figure 10, 38% of older adults with incomes below $30,000 report limitations that affect daily activities; the rate decreases by almost half for those with mid-range incomes, and is nearly halved again for persons with high incomes. Clustered housing with services may present an affordable housing option for lower-income seniors with service needs and preserve (or create) service efficiencies for long-term care so Lawler (2001). 51 Wylde (2008-. 21 <$30,000 $30,000 - $50,000 - $70,000 - $100,000 - $150,000+ 49,999 69,999 99,999 149,999 income Housing for Minnesota's Aging Population -Discussion Paper September 2010 providers.52 However, considering the various impacts of resident income and asset levels on eligibility for housing subsidy or health services, coordination of housing finance and health service provision can be extremely difficult.53 A new paradigm of senior housing, with coordinated services and housing supports in the resident's home, needs to be investigated. Policy Implicntions: Although multi-family rental units may not be the primary avenue of senior housing in the future, it may be a key component of Minnesota Housing's strategy for serving seniors. Because about half of low-income seniors are renters, new construction and modification projects in rental units that serve seniors should respond appropriately to the higher levels of disability in the lower-income population (versus levels in all seniors and the general population). ADA minimum requirements may not be adequate. Financing mechanisms should not dissuade older adults from participating in programs designed for them. Requirements such as extended residency or repayment due in full when the unit is no longer the primary residence are reasonable in most circumstances, but may prevent seniors and their families from seeking assistance with necessary modifications. In addition, home values of lower-income senior homeowners can be minimal, especially in greater Minnesota; thus, modification financing tied to housing value could be problematic. ~,QII(`~1111i?(1S Minnesota's aging seniors and baby boomers are bringing to bear new demands on the state's housing and services. While the needs are extraordinary and immediate, Minnesota Housing has the opportunity to contribute to solutions that are both responsive and responsible. Being responsive to the needs of seniors and the State's budget goals, Minnesota Housing can work quickly to coordinate housing initiatives with senior care initiatives, and develop program guidelines that encompass the range of housing and care solutions that can help seniors remain safely and affordably housed in their communities throughout the state. Being responsible to customers and funders, Minnesota Housing can also develop and adapt quality housing that meets the needs of people of all ages and abilities, creating a backbone of flexible and affordable housing options for Minnesotans-now and in the years ahead. sz Golant (2008). ss Evashwick and Holt (2000), Ormond et al (2004). 22 Housing for Minnesota's Aging Population -Discussion Paper September 2010 References Altus, D. E. and Mathews, R. M. (2002) "Comparing the Satisfaction of Rural Seniors with Housing Co-Ops and Congregate Apartments." Journal of Housing for the Elderly, 16: 1, 39 - 50. Bailey C. and K. Gilmore (2004). "Highlights of a survey of older adults in Ramsey County." Wilder Research Center. www.wilder.org/research Harrington, C., H. Carrillo, and B. Blank. Table 1, "Nursing, Facilities, Staffing, Residents, and Facility Deficiencies, 2001 Through 2009," Department of Social and Behavioral Sciences, University of California, San Francisco. www.pascenter.org. Based on the Online Survey, Certification, and Reporting system (OSCAR), Centers for Medicare and Medicaid Services, U.S. Department of Health and Human Services. Calvo, E., K. Haverstick, and N. Zhivan (2009). "Determinants and consequences of moving decisions for older Americans." WP#2009-16. Chestnut Hill, MA: Center for Retirement Research at Boston College. http://crr.bc.edu/images/stories/Working_Papers/wp_200 9-16.pdf. Coughlan , R., & L. Ward (2007). Experience of recently relocated residents of a long-term care facility in Ontario: Assessing quality qualitatively. International Journal of Nursing Studies , 44 , 47 - 57. Cromartie, J., and P.Nelson. (August 2009) .Baby Boom Migration and Its Impact on Rural America, ERR-79, U.S. Dept. of Agri., Econ. Res. Serv. Duncan, R. (1998). Funding, financing and other resources for home modifications. Technology and Disability, 8 (1), 37-50. Ecumen (2007). "Age Wave" Study. www.ecumen.org/app/webroot/files/file/White%20Paper s/Age-Wave-Stu dy. pdf. Englehardt, G. (2006) "Housing Trends Among Baby Boomers." Research Institute for Housing America. http://ssrn.com/abstract=1491747. Evashwick, C., & T. Holt (2000). Integrating long-term care, acute care, and housing: Building success through a continuum of care. St. Louis, M0: The Catholic Health Association of the United States. The Gerontology Institute, University of Massachusetts Boston, and Wider Opportunities for Women (2009). The Elder Economic Security Standard Index for Minnesota. www.wowonline.org/ourprogra ms/eesi/state- resources/documents/FinalElderl ndexReportforM N. pdf. Gitlin, L. N., L. Winter, M. Dennis, M. Corcoran, S. Schinfeld, & W. Hauck (2006). A randomized trial of a multicomponent home intervention to reduce functional difficulties in older adults. Journal of the American Geriatrics Society, 54(5), 809-816. Golant, S. (2007). Supportive Housing for Frail, Low- Income Older Adults: Identifying Need and Allocating Resources. Generations, vol. 29, no. 4, 37-43. Golant, S. (2008) "Affordable Clustered Housing-Care: A Category of Long-Term Care Options for the Elderly Poor." Journal of Housing For the Elderly, 22: 1, 3 - 44 Heisler, E. G. , W. Evans, & P. Moen. (2004). Health and social outcomes of moving to a continuing care retirement community. Journal of Housing for the Elderly , 18, 5 - 24 Jones, C., W. Kandel, and T. Parker (2007). "Population dynamics are changing the profile of rural areas." Amber Waves. USDA, Economic Research Service. www.ers.usda.gov/AmberWaves/Apri107/PDF/Population. pdf. Kane, R.A., 1. Chan, and R. L. Kane (2007). "Assisted Living Literature Through May 2004: Taking Stock." The Gerontologist. Vol. 47, Special Issue III, 125-140. Kemper, P., Komisar, H., & Alecxih, L. (2006). Long-term care over an uncertain future: What can current retirees expect? Inquiry, 42, 335-350. Kutty , N. D. (1999 ). Demand for home modifications: A household production function approach .Applied Economics , 31, 1273 -1281. Lansley, P., C. McCreadie, A. Tinker (2004). "Can adapting the homes of older people and providing assistive technology pay its way?" Age and Ageing 2004; 33: 571- 576. Lawler, K. (2001). "Aging in Place Coordinating Housing and Health Care Provision for America's Growing Elderly Population." Joint Center for Housing Studies of Harvard University & Neighborhood Reinvestment Corporation. Lemmon, W. (2007). Reality check from the homebuilder's sales floor. Planning Commissioners Journal, PlannersWeb. http://pcj.typepad.com/plann ing_comm issionersJo/2007 /04/reality_check_f.html Lifetime Homes (no date). "Background on Accessible, Adaptable, Universal, and Visitable Design." www.lifetimehome. us. Liu and Lapane (2009). "Residential Modifi cations and Decline in Physical Function Among Community-Dwelling Older Adults." The Gerontologist, Vol. 49, No. 3, 344-354. Medicare Current Beneficiary Survey (2007). "Difficulty performing activities of daily living among Medicare beneficiaries, ages 65+; US, 1992-2007." U.S. Centers for Disease Control and the National Center for Health Statistics. 23 Housing for Minnesota's Aging Population -Discussion Paper September 2010 MetLife Mature Market Institute and the National Association of Home Builders (April 2009). Housing for the 55+ market: trends and insights on boomers and beyond. www. MatureMarketlnstitute.com. MetLife Mature Market Institute and the National Association of Home Builders (September 2009). 55+ Housing: Builders, buyers and beyond. www. MatureMarketlnstitute.com. MetLife Mature Market Institute and the National Association of Home Builders (2009). Housing for the 55+ market: trends and insights on boomers and beyond. www. MatureMarketlnstitute.com. Minnesota Board on Aging (2005). 2005 Survey of Older Minnesotans. Table 59: Live in Senior Housing; Table 60: Housing Tenure; Table 63: Planning to Move; Table 64: Percent Needing Assistance to Stay in Own Home; Table 77: Concerned about ending up in a nursing home. Minnesota Department of Health, Office of Rural and Primary Care (2008). "Successful Model: Mental/Behavioral Health-Primary Care Integration and Telemedicine." www. health.state.mn.us/divs/orhpc/models/index.html.M innesota Department of Human Services (May 2008). Elderly Waiver Statewide Consumer Experience Survey. www.dhs.state.mn. us/main/groups/aging/documents/pub /dhs16_141251.pdf Minnesota State Demographic Center (June 2007). Population Projections 2005-2035. www.demography.state. m n. us/resource.html?Id=19167. Olmstead v. L.C. and E.W. (98-536) 527 U.S. 581 (1999). Ormond, B., K. Black, 1. Tilly, & S. Thomas (2004). Supportive services programs in naturally occurring retirement communities. Washington, DC: Office of Disability, Aging and Long-Term Care Policy, Office of the Assistant Secretary for Planning and Evaluation, U.S. Department of Health and Human Services. Petersson, I., M. Lilja, J. Hammel, and A. Kottorp (2008). "Impact of home modifications on ability in everyday life.' Journal Rehabil Medicine; 40: 253-260. Pynoos, J.(2008). Linking housing and services to facilitate aging in place. Gerontologist. 48: 256-257 Sp. Iss. 3 Oct 2008. Schafer, R. (2006). "Housing America's Seniors." Harvard Joint Center for Housing Studies. www.gsd.harvard.ed u/jcenter. Shippee, T. P. (2009). "'But I Am Not Moving': Residents' Perspectives on Transitions Within a Continuing Care Retirement Community.' The Gerontologist, v. 49 no. 3 (June 2009) p. 418-27. Smith, S., S. Rayer, and E. Smith (2008). "Aging and Disability: Implications for the Housing Industry and Housing Policy in the United States." Journal of the American Planning Association, Vol. 74, No. 3, 289-306. Stafford, P. and J. Harlan-Simmons (2003). Home Modification Services in Indiana: Statewide Survey Results and Recommendations for Public Policy and Programs. Indiana Institute on Disability and Community, Indiana University. www.usc.edu/dept/gero/nreshhm/resources/Indiana H M_ report.pdf. Stevenson, D. and D. Grabowski (2010). "Sizing Up The Market For Assisted Living." Health Affairs, 29, no. 1 (2010): 35-43. Stineman , M. G. (2001 ). A model of health environmental integration. Topics in Stroke Rehabilitation , Stineman , M. G. , R. Ross, G. Masilin, & D. Gray (2007 ). Population based study of home accessibility features and the activities of daily living clinical and policy implications . Disability and Rehabilitation, 29, 1165 -1175. Strathers, C.(2005). "Housing Conditions and Housing Options for Older Residents." Journal of Housing for the Elderly, 19: 1, 53 - 78. Tanner, B., C. Tilse, and D. de Jonge (2008). "Restoring and Sustaining Home: The Impact of Home Modifications on the Meaning of Home for Older People." Journal of Housing for the Elderly, 22: 3, 195 - 215. U.S. Census Bureau, 2006-2008 American Community Survey. Detailed tables: 625007. Tenure by age of householder, 825037. Median year structure built by tenure. Wylde, M. (2008).Right house, right place, right time: Community and lifestyle preferences of the 45+ housing market. Washington, DC: BuilderBooks. Pynoos, J. (1993). Towards a national policy on home modification .Technology and Disability , 2, 1- 8 . Pynoos, J., & Nishita, C. M. (2003). The cost of financing of home modifications in the United States. Journal of Disability Policy Studies 14 (2), 68-73. Sanford, J. A., and T. Butterfield (2005). "Using Remote Assessment to Provide Home Modification Services to Underserved Elders." The Gerontologist, Vol. 45, No. 3, 389-398. 24 Housing for Minnesota's Aging Population -Discussion Paper September 2010 Appendices A: County Indicators B: Select Universal Design Elements for All Housing 25 Housing for Minnesota's Aging Population -Discussion Paper September 2010 ADpen Senior Population AITKIN ANOKA BECKER BELTRAMI BENTON BIG STONE BLUE EARTH BROWN CARLTON CARVER CASS CHIPPEWA CHISAGO CLAY CLEARWATER COOK COTTONWOOD CROW WING DAKOTA DODGE DOUGLAS FARIBAULT FILLMORE FREEBORN GOODHUE GRANT HENNEPIN HOUSTON Elderly Depen- dency Ratio (2008) eniors (2010) Pct. Of County Pop. (2010) eniors (2030 projected) Pct. of County Pop. (2030 projected) Pct. Change in Senior Population (2010- 2030) 43.1 4050 24% 7310 38% 80% 12.3 33310 9% 77870 19% 134% 26.5 5670 17% 10370 26% 83% 19.8 5480 12% 11090 20% 102% 15.1 4590 10% 10210 18% 122% 44.5 1220 23% 1680 33% 38% 16.1 7100 12% 11980 18% 69% 28.7 4720 18% 7380 27% 56% 22.4 5350 14% 10610 23% 98% 11.7 7700 8% 24490 16% 218% 30.6 5790 19% 10490 29% 81% 30.7 2470 19% 3860 29% 56% 15.1 5690 10% 15290 17% 169% 18.1 6940 12% 12310 18% 77% 30.2 1550 18% 2500 26% 61% 25.3 1110 20% 2320 37% 109% 33.2 2420 21% 3210 27% 33% 28.3 11070 17% 21970 28% 98% 12.3 38870 9% 96860 20% 149% 18.3 2470 11% 5120 18% 107% 30.0 6640 18% 12480 27% 88% 34.5 3210 21% 4320 29% 35% 29.2 4010 18% 6210 26% 55% 30.7 6360 20% 8920 28% 40% 23.6 7450 16% 14590 26% 96% 39.5 1370 23% 2010 31% 47% 15.8 131510 11% 229170 19% 74% 25.5 3310 16% 6180 28% 87% edian Age of Housing Stock (2010) ederally Subsidized Housing Units (2010) Housing enior Housing Cooperatives (2010) NAHB Aging in Place Certified builders and remodelers (2010) Selected Health & Care Services ursing Assisted Hospital Home Living Hospitals Beds Beds Providers (2010) (2010) (2009) (2008) 35 115 0 0 1 24 153 4 28 1232 1 2 2 546 523 29 35 346 0 2 1 87 381 8 30 412 0 0 1 118 220 16 29 364 0 0 0 0 427 11 53 94 0 0 2 40 119 2 40 553 2 0 1 272 380 14 51 277 2 0 3 111 359 9 42 277 0 0 2 67 268 18 22 465 0 3 1 109 249 12 32 190 0 0 0 0 136 8 52 205 0 0 1 30 163 5 23 381 1 2 1 61 218 8 39 415 0 0 0 0 389 12 38 99 0 0 1 25 111 1 33 93 1 0 1 16 47 0 53 162 0 0 2 43 197 3 33 585 1 2 2 204 354 21 26 1028 8 10 2 207 1074 40 38 228 0 0 0 0 116 4 32 424 0 0 1 127 389 15 60 212 0 0 1 43 248 4 60 329 0 0 0 0 328 8 54 324 1 0 1 77 394 6 41 815 1 0 3 89 655 8 52 815 0 0 1 20 90 2 43 8694 22 30 11 5275 7141 159 44 184 0 0 0 0 210 3 26 Housing for Minnesota's Aging Population -Discussion Paper September 2010 unty lderly Depen- dency Ratio (2009) niors (2010) Senior Population ct. Of County Seniors Pop. (2030 (2010) projected) ct. Of County Pop. (2030 projected) ct. Change in Senior Population (2010- 2030) edian Age of Housing Stock (2010) ederally Subsidized Housing Units (2010) Housing enior Housing Cooperatives (2010) NAHB Aging in Place Certified builders and remodelers (2010) Selected Health & Care Services ursing Assisted Hospital Home Living Hospitals Beds Beds Providers (2010) (2010) (2009) (2008) HUBBARD 33.6 3840 20% 6520 30% 70% 33 233 0 0 1 50 82 8 ISANTI 15.2 5030 11% 13360 19% 166% 28 299 1 0 1 86 293 4 ITASCA 28.1 8290 18% 14450 30% 74% 37 572 1 0 3 104 352 23 ;' JACKSON 32.4 2070 18% 2790 24% 35% 56 112 0 0 1 20 112 5 KANABEC 22.4 2590 15% 5070 24°~ 96% 34 173 0 0 1 49 77 3 KANDIYOHI 24.0 6580 16% 11530 26°~ 75% 37 629 1 0 2 220 448 19 KITTSON 39.0 1040 24% 1390 37% 34% 50 149 0 0 1 15 129 2 KOOCHICHING 31.3 2780 20% 3940 30% 42% 43 257 0 0 1 49 171 3 LAC CtUIPARLE 36.5 1640 23% 2170 33% 32% 63 94 0 0 2 32 163 1 LAKE 32.1 2420 21% 4000 33% 65% 47 81 0 0 1 25 192 5 LAKE OF THE WOODS 33.4 880 20% 1530 34% 74% 34 32 0 0 1 15 SO 1 LESUEUR 21.3 4190 14% 8350 23% 99% 39 284 1 0 1 24 197 3 LINCOLN 43.5 1360 23% 1620 27% 19% 55 98 0 0 2 46 149 2 LYON 22.6 3530 15% 5150 21% 46% 43 460 0 0 2 74 221 4 MAHNOMEN 22.0 900 18% 1340 26% 49% 45 71 0 0 1 18 48 0 MARSHALL 30.2 1790 18% 2560 26% 43% 45 64 0 0 1 20 85 1 MARTIN 32.8 4120 20% 5920 30% 44% 58 404 1 0 1 57 290 4 MCLEOD 35.0 5710 15% 10290 23% 80% 37 460 1 0 2 115 303 8 MEEKER 25.0 3850 16% 6380 23% 66% 40 182 0 0 1 38 218 3 MILLE LACS 25.6 4430 15% 9380 23% 112% 33 503 0 0 1 28 301 4 MORRISON 24.0 5240 15% 9920 25% 89% 36 567 0 0 1 49 262 10 MOWER 30.0 6870 17% 10250 25% 49% 56 159 1 0 1 82 340 13 MURRAY 35.3 1840 21% 2790 33% 52% 54 92 0 0 1 25 124 2 NICOLLET 18.3 3580 11% 6570 18% 84% 36 184 1 0 1 17 135 5 NOBLES 27.5 3440 17% 5350 26°~ 56% 53 346 1 0 1 64 207 2 NORMAN 34.9 1340 19% 1780 25% 33% 53 96 0 0 1 14 180 0 OLMSTED 18.1 17940 12% 38470 21% 114% 30 1265 3 2 3 2012 636 25 OTTER TAIL 32.4 11810 20% 21330 33% 81% 41 671 1 0 2 137 824 22 PENNINGTON 23.5 2250 16% 3760 25% 67% 40 141 0 0 1 99 137 3 PINE 23.6 4780 16% 9150 25% 91% 35 401 0 0 2 40 141 5 27 Housing for Minnesota's Aging Population -Discussion Paper September 2010 unty lderly Depen- dency Ratio (2009) niors (2010) Senior Population ct. Of County Seniors Pop. (2030 (2010) projected) ct. Of County Pop. (2030 projected) ct. Change in Senior Population (2010- 2030) edian Age of Housing Stock (2010) ederally Subsidized Housing Units (2010) Housing enior Housing Cooperatives (2010) NAHB Aging in Place Certified builders and remodelers (2010) Selected Health & Care Services ursing Assisted Hospital Home Living Hospitals Beds Beds Providers (2010) (2010) (2009) (2008) PIPESTONE 35.7 1970 21% 2600 28% 32% 54 61 0 0 1 44 201 3 POLK 26.4 5280 17% 8340 24% 58% 47 336 0 0 2 92 432 9 POPE 33.8 2290 20% 3790 30% 66% 47 149 0 0 1 34 190 4 RAMSEY 19.4 61590 12% 92620 19% 50% 49 4593 7 6 7 2014 3314 57 RED LAKE 25.7 810 19% 1370 30% 69% 48 117 0 0 0 0 45 1 REDWOOD 31.5 3070 20% 4130 27% 35% 52 184 1 0 1 25 294 4 RENVILLE 29.4 3020 1S% 4520 26% 50% 54 239 0 0 1 35 285 6 RICE 17.1 7740 12% 15280 19% 97% 36 889 3 0 2 136 456 15 ROCK 31.6 1750 18% 2560 26% 46% 53 110 0 0 1 28 193 3 ROSEAU 18.8 2160 13% 4320 23°/6 100% 33 168 0 0 1 25 104 2 SAINT LOUIS 23.0 31300 16% 49490 24% 58% 53 2321 2 3 8 1132 1701 78 SCOTT 9.9 10050 7% 35720 13% 255% 16 426 0 0 2 142 363 12 SHERBURNE 11.0 7880 8% 23060 14% 193% 18 489 1 4 1 54 416 6 SIBLEY 24.0 2440 16% 3820 24% 57% 53 166 0 0 1 20 144 4 STEARNS 17.6 17380 11% 35480 19% 104% 31 1225 1 1 5 592 461 13 STEELE 21.0 4930 13% 9580 21% 94% 43 461 2 0 1 43 248 10 STEVENS 25.3 1470 15% 1840 18% 25% 46 154 0 0 1 54 104 2 SWIFT 28.0 1880 17% 2860 29% 52% 55 182 0 0 2 46 113 7 TODD 25.9 4110 16% 6830 26% 66% 44 253 0 0 1 34 173 3 TRAVERSE 51.8 900 25% 780 26% -13% 54 36 0 0 1 25 91 0 WABASHA 24.9 3450 15% 6080 24% 76% 40 132 0 0 1 31 173 2 WADENA 35.4 3060 22% 5150 34% 68% 42 157 0 0 2 89 266 3 WASECA 20.9 2800 14% 5280 25% 89% 46 157 1 0 1 35 175 3 WASHINGTON 12.7 24530 10% 62510 21% 155% 22 1087 1 3 2 183 606 20 WATONWAN 33.4 2110 19% 3140 31% 49% 55 196 1 0 2 50 146 1 WILKIN 24.9 1080 16% 1810 28% 68% 48 108 0 0 1 25 120 3 WINONA 20.0 6700 14% 11060 22% 65% 50 380 0 0 1 99 490 7 WRIGHT 12.9 11950 9% 34810 16% 191% 20 409 0 1 2 104 510 12 YELLOW MEDICINE 34.9 2010 20% 2800 29% 39% 57 152 0 0 2 55 192 3 28 Housing for Minnesota's Aging Population -Discussion Paper September 2010 Sources ~ Definitions iit Ccun.n~ !nt~icator.~ TublF~ • Elderly dependency ratio: The number of persons aged 65 or over per 100 persons in the population aged 15 through 64 years. Minnesota Department of Health, 2009 Minnesota County Health Tables: Demographics Table 3. (Analysis based on 2009 Census Estimates). • Seniors (2010 and 2030): Persons 65 years and older. Minnesota State Demographic Center (June 2007). Population Projections 2005-2035. www.demography.state. mn. us/resource.html?Id=1916. • Median Age of Housing: U.S. Census Bureau, 2006-2008 American Community Survey. Detailed table 625037. Median year structure built by tenure. • Federally Subsidized Housing Units: All subsidized housing units and vouchers funded by USDA Rural Development or the US Department of Housing and Urban Development (HUD). Rural Development property data provided by Minnesota Rural Development Office July 19, 2010. HUD units identified through the Multifamily Assistance and Section 8 Contracts Database, available online at http://www.hud.gov/offices/hsg/mfh/exp/mfhdiscl.cfm. • Senior Housing Cooperatives: Number of self-identified senior co-operatives by county as of July 20, 2010. Senior Cooperative Foundation, http://www.seniorcoops.org/list. php. • NAHB Aging in Place Certified builders and remodelers: Number of builders or remodelers certified by the National Association of Homebuilders as Aging in Place Specialists as of August 2, 2010. http://www.nahb.org/generic.aspx?sectionlD=717&genericContentlD=8484. • Hospitals, Hospital Beds, Nursing Home Beds, and Assisted Living Providers: Licensed or registered providers of these services as included in Minnesota Department of Health Healthcare Provider and Facility Directory, updated August 6, 2010. http://www.health.state.mn.us/divs/fpc/directory/fpcdir.html. 29 Housing for Minnesota's Aging Population -Discussion Paper September 2010 Excerpted from "Residential Rehabilitation, Remodeling and Universal Design," The Center for Universal Design, North Carolina State University College of Design (2006). Available online at: http://www.ncsu.edu/www/ncsuldesign/sods/cud/pubs p/docs/residential remodelinl.pdf. Entrances 1. Accessible parking convenient to dwelling (covered from the elements) 2. Accessible path of travel to dwelling from parking or drop off area (slope of 1:20 or less eliminates the necessity for handrails, except when needed by a specific individual) 3. At least one entrance without steps and flush or low profile threshold 4. Minimum 5-feet X 5-feet maneuvering space at stepless entrance 5. 36-inch minimum exterior door with lever hardware 6. Movement sensor light at entrance 7. A sidelight or a peephole at 42 and 60 inches above the floor 8. Ambient and focused lighting at keyhole 9. High visibility address numbers General Interior 1. Hall width 42 inches minimum (interior accessible route is 36 inches) 2. Interior door width 32-inch minimum (requires 34 or 36-inch wide door), equipped with lever hardware 3. Flush transitions between floor surfaces (maximum of 1/2-inch rise) 4. 5 pounds maximum force to open doors 5. 18-inch minimum space at latch side of door 6. 5-feet X S-feet maneuvering space in each room (after furniture is placed) 7. Increased number of electrical outlets for additional lighting and alarm indicators, especially in bedrooms 8. Electrical outlets at 18-inch minimum height 9. Light switches 44 inches maximum above floor 10. View windows at 36-inch maximum sill height and large enough to use as an escape route in the event of an emergency 11. Crank operated (casement) or light weight sliding windows 12. Closet rods adjustable from 30 inches to 66 inches above the floor 13. Loop or other easy-to-use handle pulls on drawers and cabinets 14. High contrast, glare free floor surfaces and trim 15. Low pile carpet or smooth anti-slip flooring 16. High-speed Internet access data connection port and cabling 13athrtat~r~ns 1. 60-inch diameter turning circle 2. 30-inch X 48-inch area of approach (forward or parallel, depending on fixture type) in front of all fixtures 3. Toilet more usable by many if positioned in a 5-feet X 5-feet space with centerline 18 inches from sidewall 4. 32-inch minimum lavatory counter height with lever faucet control 5. Adaptable cabinets to reveal kneespace under lavatory. Exposed piping in kneespace should be padded or concealed. 6. When tub or shower are installed, select models designed to accept a portable bench or bathing seat 7. Curbless or roll-in shower plus standard tub 8. Offset single-lever controls in tub and shower to minimize stooping, bending, and reaching 30 Housing for Minnesota's Aging Population -Discussion Paper September 2010 9. Adjustable height hand-held shower head in addition to standard fixed shower head 10. Anti-scald devices on all plumbing fixtures 11. Enlarged reinforced areas around toilet and bathing fixture to provide secure mounting locations for grab bars and shower seats 12. Mirror to backsplash at lavatory 13. Contrasting color edge border at countertops Kitchens 1. 60-inch diameter turning space 2. 30-inch X 48-inch area of approach (forward or parallel, depending on fixture type) in front of all appliances 3. Cooktop or range with front- or side-mounted controls and staggered burners to eliminate dangerous reaching 4. Front-mounted controls on washer and dryer 5. Adaptable cabinets to reveal kneespace (when needed) at sink and under work surface near cooking appliance 6. Variable height sink adjustable between 32 and 40 inches 7. Exposed piping and any sharp or hot elements in any kneespace should be padded or concealed 8. Single-lever faucet controls 9. Full height pantry cabinets for high and low storage. 10. Adjustable height shelves in wall cabinets 11. Refrigerator /freezer with frozen food storage in the bottom or side-by-side refrigerator /freezer 12. Variable height counter surfaces or adjustable through a range of 28 to 40 inches 13. Base cabinets with pullout shelves or drawers 14. Contrasting color edge border at countertops 15. Microwave oven at countertop height with uninterrupted counter surface or pull out shelf to support the safe transfer of hot and / or heavy cookware 16. Under cabinet glare free task lighting 31 'Golden Valley ~, ~ ~ Planning 763-593-8095 / 763-593-8109 (fax) Executive Summary Golden Valley Council/Manager Meeting January 11, 2011 Agenda Item 2. Residential Solid Waste and Recycling Study Prepared By Rich Baker, Environmental Commission Chair Jeannine Clancy, Director of Public Works Joe Hogeboom, City Planner AI Lundstrom, Environmental Coordinator Summary Since January 2010, the Environmental Commission has studied solid waste collection practices and examined possible ways to improve the collection process in the City of Golden Valley. In August the Commission provided an update report to the City Council outlining their study process and their findings to date. At that meeting, the City Council recommended that the Commission develop more explicit goals to guide its efforts. In September, the Commission undertook agoal-setting exercise as recommended by the Council. Out of that exercise, the Commission established the following four goals on which to focus its waste management efforts: 1. Be at the forefront of new approaches in recycling by enhancing the City's recycling contract. 2. Use the City's solid waste hauler licensing procedures to encourage innovation in: a. Energy efficiency b. Organics collection c. Longer-term waste collection contracts d. Yard waste collection e. Same-day collection for waste and recyclables f. Convenient drop-off for organic waste materials g. Sell-back opportunities for organic waste materials h. Charging for waste collection based on weight of materials collected 3. Reduce illegal dumping of waste in parks and open spaces by requiring participation in solid waste collection. This could be achieved by creating an ordinance that would require all households in the City to contract with a licensed solid waste hauler. 4. Provide recycling services at commercial entities and apartment buildings. This could be achieved by creating an ordinance that would require commercial and multi-family residential properties to offer recycling services. The City's current contract for residential recycling services will expire on December 31, 2011. For that reason, the Commission has chosen to first focus on the goal pertaining to enhancing the recycling contract. Staff initiated this process by requesting that employees of the Minnesota Pollution Control Agency (MPCA) and Hennepin County Environmental Services provide a "peer review" of Golden Valley's existing contract. Recommendations from the reviewers were then brought to the Environmental Commission for further discussion. After considering the results of the peer review, the Environmental Commission recommends the following changes to the recycling contract: • The City currently provides 22x17" recycling collection bins to residents. To increase participation in recycling, the Environmental Commission is recommending that the revised recycling contract offer residents the choice of utilizing larger, wheeled recycling bins. • The existing recycling contract states that the City shall receive 75% of recyclable material revenues after subtracting the fee to process the materials. The Environmental Commission recommends increasing the City's revenue sharing amount to 100% of the recyclable material revenues. The MPCA reviewer indicated that this is currently the practice in several other metro area communities. • Materials that can be recycled under the City's current recycling contract include: o Newspaper o Corrugated cardboard o Glass containers (clear, green and brown glass) o Metal containers (aluminum, steel, bimetal and tin food and beverage containers) o Mixed plastic bottles (PSI resin ID # 1, 2, 3, 5 and 7) o Glossy paper o Mixed paper o Boxboard o Plastic-coated cartons (milk cartons, juice cartons, etc.) Based upon the peer review, the Environmental Commission recommends that the City remove "bimetal" from list of metal containers that can be recycled. Bimetal products, composed of two or more metals, are expensive to recycle, difficult to sell as a commodity and could cost the City money to dispose of if no end-market is found by the recycler. Staff will conduct further research with the MPCA regarding the salability of bimetal recycle material. Additionally, the Environmental Commission recommends that Plastic #3 (vinyl and PVC plastic) and Plastic #7 ("other plastic found in toys, sunglasses, DVD's, etc.) be removed from the list of recyclable materials, as they also have weak end markets. Strong end-markets exist for the following products. Therefore, the Environmental Commission recommends adding the following to the City's allowable recyclable materials: o Plastic #4 (low density polyethylene most commonly found in plastic shopping bags and squeezable juice bottles) o Plastic #6 (polystyrene most commonly found in disposable plates, cups, and egg cartons) • The City currently offers weekly recycling collection. The Environmental Commission recommends adding a clause in contract language to ensure that the weekly collection schedule will continue. Staff recently met with Public Works representatives from the cities of Plymouth and Minnetonka to discuss the status of the recycling contracts that each city has with Waste Management, Inc. for curbside recycling services. Although the three cities have individual contracts with Waste Management, Inc., the contracts were originally coordinated as a joint venture that benefited the three communities. The three contracts are very similar in content, including the type of curbside container system and revenue sharing components. As is the case in Golden Valley, Plymouth and Minnetonka's recycling contracts with Waste Management will expire on December 31, 2011. The cities of Golden Valley and Minnetonka have the option to extend the contracts with Waste Management under the same terms as are currently under implementation. Staff has been informed that the City of Plymouth does not have that extension option and will need to solicit proposals through a "Request for Proposal" (RFP) process. Staff seeks direction from the City Council in deciding whether or not to implement the various changes recommended by the Environmental Commission to the recycling contract language. Additionally, staff seeks Council direction in whether or not to consider extending the recycling contract with Waste Management beyond December 31, 2011 (such as Minnetonka is considering to do), or soliciting proposals for a new contract once the current contract expires (such as Plymouth is considering to do). Golden Valley Fire Department 763-593-8079 / 763-593-8098 (fax) Executive Summary Golden Valley City Council/Manager Meeting January 11, 2011 Agenda Item 3. Model Tobacco Licensing Ordinance Prepared By Mark Kuhnly, Chief of Fire & Inspections Summary On December 7, 2010, the City Council approved changes amending City Code Section 6.34: Tobacco, to be in compliance with the Tobacco Modernization Act of 2010. The amended City Code was effective December 17, 2010. The League of Minnesota Cities and the Public Health Law Center developed a model tobacco licensing ordinance. This ordinance contains a number of provisions the city may adopt. The City Attorney has not reviewed the model ordinance. Attachment Golden Valley City Code, Section 6.34: Tobacco (3 pages) League of Minnesota Cities, Public Health Law Center Model Tobacco Licensing Ordinance (9 pages) § 6.34 Section 6.34: Tobacco Subdivision 1. Definitions For the purpose of this Section, the following terms have the meaning stated: A. Self Service Merchandising: means the open display of tobacco product where the public has access to the tobacco products without the intervention of an adult employee, and shall include the use of a vending machine. B. Tobacco Products: means cigarettes and any products containing, made, or derived from tobacco that is intended for human consumption, whether chewed, smoked, absorbed, dissolved, inhaled, snorted, sniffed or ingested by any other means, or any component, part, or accessory of a tobacco product, including, but not limited to, cigars; cheroots; stogies; perique; granulated, plug cut, crimp cut, ready rubbed, and other smoking tobacco; snuff; snuff flower; Cavendish; plug and twist tobacco; 1=lne cut and other chewing tobaccos; shorts, refuse scrips, clippings, cutting and sweepings of tobacco; and other kinds and forms of tobacco. Tobacco excludes any products that has been approved by the United States Food and Drug Administration for sale as a tobacco cessation product, as a tobacco dependence product, or for other medical purposes, and is being marketed and sold solely for such an approved purpose. C. Tobacco-Related Devices: means cigarette papers or pipes for smoking. Subdivision 2. License Required No person shall directly or indirectly, by coin or vending machine, or otherwise, keep for sale, sell or otherwise dispose of any tobacco products or tobacco-related devices at any place in the City unless they have obtained a license therefore as provided herein. Subdivision 3. License Facility Separate licenses shall be required for each place of business selling tobacco products or tobacco-related devices. No license shall be issued for a movable place of business. Subdivision 4. Display of License Every license issued under this Section business to which it has been issued. shall be openly displayed in the place of Subdivision 5. Prohibited Acts A. No person shall sell, give away or furnish any tobacco product or tobacco- related devices to any person under the age of eighteen (18). Golden Valley City Code Page Y of 3 § 6.34 B. No person shall use self service merchandising for tobacco products or tobacco-related devices. Subdivision 6. Actions Required by Licensees A. Persons licensed under this Section shall be required to train all employees on the requirements of this Section. B. Checkout registers using computer scanners shall be programmed to remind seller to check identification of purchasers of tobacco products or tobacco- related devices, unless such a reminder is not available in said register program. C. Every licensee under this Section shall be responsible for the conduct of its employees while on the licensed premises and any violation of this Section by an employee shall be considered a violation of the licensee for purposes of imposing an administrative fine, license suspension or revocation. Subdivision 7. Violations A. Administrative Civil Penalties: Individuals. Any person who sells, gives away or furnishes any tobacco product or tobacco-related devices to a person under the age of 18 years is subject to an administrative penalty. The Council shall impose an administrative penalty for violation of subdivision 5 of this Section as follows. 1. First violation. The Council shall impose a civil fine not to exceed fifty dollars ($50). 2. Second violation within twelve (12) months. The Council shall impose a civil fine not to exceed one hundred dollars ($100). 3. Third violation within twelve (12) months. The Council shall impose a civil fine not to exceed one hundred fifty dollars ($150). B. Administrative Civil Penalties: Licensee. If a licensee or an employee of a licensee is found to have sold, given away or furnished tobacco product or tobacco-related devices to a person under the age of eighteen (18) years. The licensee shall be subject to an administrative penalty for violation of subdivision 5 of this Section as follows: 1. First violation. The Council shall impose a civil fine not to exceed one hundred fifty dollars ($150). 2. Second violation within twelve (12) months. The Council shall impose a civil fine not to exceed two hundred fifty dollars ($250). Golden Valley City Code Page 2 of 3 § 6.34 3. Third violation within twelve (12) months. The Council shall impose a civil fine not to exceed five hundred dollars ($500). C. Administrative Penalty Procedures. No suspension or penalty may take effect until the licensee has received, notice (served personally or by mail) of the alleged violation, and an opportunity for a hearing before a person authorized by the licensing authority to conduct the hearing. A decision that a violation has occurred must be in writing. D. Defense. It is a defense to the charge of selling tobacco or tobacco-related devices to a person under the age of eighteen (18) years, that the licensee or individual, in making the sale, reasonably and in good faith relied upon representation of proof of age described in Minnesota Statutes section 340A.503, subdivision 6. E. Exceptions. An Indian may furnish tobacco to an Indian under the age of eighteen (18) years if the tobacco is furnished as part of a traditional Indian spiritual or cultural ceremony. For purposes of this paragraph an Indian is a person who is a member of an Indian tribe as defined in Minnesota Statutes section 260.755, subdivision 12. Subdivision 8. Compliance Monitoring Periodically, but no less than once each calendar year, the City shall complete compliance checks of all licensees within the City. At the time of license application, applicant shall be made aware of this Subdivision. Violators of this Section may be checked more frequently than non-violators. The Department of Public Safety shall make an annual report to the Council on the compliance checks. Subdivision 9. Violation a Misdemeanor Every person who violates a section, subdivision, paragraph or provision of this Section, when such person performs an act thereby prohibited or declared unlawful, or fails to act when such failure is thereby prohibited or declared unlawful, and upon conviction thereof, shall be punished as for a misdemeanor or gross misdemeanor and may also be subject to administrative penalties as otherwise stated in specific provisions hereof. Source: Ordinance No. 451, 2nd Series Effective Date: 12-17-10 Golden Valley City Code Page 3 of 3 ORDINANCE NO. AN ORDINANCE REGULATING THE POSSESSION, SALE AND CONSUMPTION OF TOBACCO AND TOBACCO IZELATED DEVICES AND PRODUCTS WITHIN THE CITY OF MINNESOTA THE CITY COUNCIL OF THE CITY OF ,MINNESOTA DOES ORDAIN: Section 1 Purpose and intent 2 Definitions 3 License 4 Fees 5 Basis for denial of license 6 Prohibited sales 7 Self=service sales 8 Responsibility 9 Compliance checks and inspections 10 Other illegal acts 11 Exceptions and. defenses 12 Severability 13 Violations and penalty SECTION 1. PURPOSE AND INTENT. Because the city recognizes that many persons under the age of 1.8 years purchase or otherwise obtain, possess and use tobacco, tobacco products, tobacco-related devices, and nicotine or lobelia delivery devices, and the sales, possession, and use are violations of both state and federal laws; and because studies, which the city hereby accepts and adopts, have shown that most smokers begin smoking before they have reached the age of 18 years and that those persons who reach the age of 18 years without having started smoking are significantly less likely to begin smoking; and because smoking has been shown to be the cause of several serious health problems which subsequently place a financial burden on all levels of government; this ordinance shall be intended to regulate the sale, possession and use of tobacco, tobacco products, tobacco-related devices, and nicotine or lobelia delivery devices for the purpose of enforcing and furthering existing laws, to protect minors against the serious effects associated with the illegal use of tobacco, tobacco products, tobacco-related devices, and nicotine or lobelia delivery devices, and to further the official public policy of the state in regard to preventing young people from starting to smoke as stated in M.S. § 144.391, as it may be amended from time to time. In making these findings, the City Council accepts the conclusions and recommendations of Center for Disease Control in their study "Selected Cigarette Smoking Initiation and Quitting Behaviors Among High School Students, United States, 1997," and of the following medical professionals in these medical journals: Khuder SA, et al., "Age at Smoking Onset and its Effect on Smoking Cessation," Addictive Behavior 24(5):673-7, September-October 1999; D'Avanzo B, et al., "Age at Starting Smoking and Number ofCigarettes Smoked,"Annals ofRpidemiology 4(6):455-59, November 1994; Chen, J & Millar, WJ, "Age of Smoking Initiation: hnplications for Quitting," Health Reports 9(4):39-46, Spring l 998; Everett SA, et al., "Initiation ofCigarette Smoking and Subsequent Smoking Behavior Among U.S. High School Students," Preventive Medicine, 29(5):327-33, November 1999, copies of which are adopted by reference. SECTION 2. DEYINI'1t'IONS. Except as may otherwise be provided or clearly implied by context, all terms shall be given their commonly accepted definitions. For the purpose of this chapter, the following definitions shall apply unless the context clearly indicates or requires a different meaning. COMPLIANCE CHECKS. The system the city uses to investigate and ensure that those authorized to sell tobacco, tobacco products, tobacco-related devices, and nicotine or lobelia delivery devices are following and complying with th.e requirements of this ordinance. COMPLIANCE CHECKS shall involve the use of minors as authorized by this ordinance. COMPLIANCE CHECKS shall also mean the use of minors who attempt to purchase tobacco, tobacco products, tobacco-related devices, or nicotine or lobelia delivery devices for educational, research and training purposes as authorized by state and federal Laws. COMPLIANCE CHECKS may also be conducted by other units of government for the purpose of enforcing appropriate federal, state or local laws and regulations relating to tobacco, tobacco products, tobacco-related devices, and nicotine or lobelia delivery devices. INDIVIDUALLY PACKAGED. The practice of selling any tobacco or tobacco product wrapped individually for sale. Individually wrapped tobacco and tobacco products shall include but not be limited to single cigarette packs, single bags or cans ofloose tobacco in any form, and single cans or other packaging of snuff or chewing tobacco. Cartons or other packaging containing more than a single pack or other container as described in this definition shall not be considered individually packaged. INDOOR AREA. All space between a floor and. a cei.iing that is bounded by walls, doorways, or windows, whether open or closed, covering more than 50 percent of the combined surface area of the vertical planes constituting the perimeter of the area. A wall includes any retractable divider, garage door, or other physical barrier; whether temporary or permanent. LOOSIES. The common term used to refer to a single or individually packaged cigarette or any other tobacco product that has been removed from its packaging and sold individually. The term "loosies" does not include individual cigars with a retail price, before any sales tares, of more than $2.00 per cigar. MINOR Any natural person who has not yet reached the age of 18 years. MOVEABLE PLACE OFBUSINESS. Any form ofbusiness operated out of a truck, van, automobile or other type of vehicle or transportable shelter and not a f xed address store front or other permanent type of structure authorized for sates transactions. NICOTINE OR LOBELIA DELI VERYDEVICES. Any product containing or delivering nicotine or lobelia intended for human consumption, or any part of such a. product, that is not tobacco as defined in this section, not including any product that has been approved or otherwise certified for legal sale by the United States Food and Drug Administration for tobacco use cessation, harm reduction, or for other medical purposes, and is being marketed and sold solely for that approved purpose.. RETAIL ESTABLISHMENT. Any place of business where tobacco, tobacco products, tobacco- related devices, or nicotine or lobelia delivery devices are available for sale to the general public. The phrase shall include but not be limited to grocery stores, convenience stores, restaurants, and drug stores. SALE. Any transfer of goads for money, trade, barter or other consideration. SELF-SERVICEMERCHAIYDISING. Open displays of tobacco, tobacco products, tobacco-related devices, or nicotine or lobelia delivery devices in any manner where any person shall have access to the tobacco, tobacco products, tobacco-related devices, or nicotine or lobelia delivery devices, without the assistance or intervention of the licensee or the licensee's employee. The assistance or intervention shall entail the actual physical exchange of the tobacco, tobacco product, tobacco-related device, or nicotine or lobelia delivery device between the customer and the licensee or employee: Self-service sales are interpreted as being any sale where there is not an actual physical exchange of the product between the clerk and the customer. SMOKING. Inhaling or exhaling smoke from any lighted or heated cigar, cigarette, pipe, or any other lighted or heated tobacco or plant product: Smoking also includes carrying a lighted or heated cigar, cigarette, pipe, or any other lighted or heated tobacco or plant product intended for inhalation. TOBACCO or TOBACCO PRODUCTS. Tobacco and tobacco products includes cigarettes and any product containing, made, or derived from tobacco that is intended for human consumption, whether chewed, smoked, absorbed, dissolved, inhaled, snorted, sniffed, or ingested by any other means, or any component, part, or accessory of a tobacco product; cigars; cheroots; stogies; perique; granulated, plug cut, crimp cut, ready rubbed, and other smoking tobacco; snuff; snuff flour; Cavendish; plug and twist tobacco; fine cut and other chewing tobaccos; shorts; refuse scraps, clippings, cuttings and sweepings of tobacco; and other kinds and forms of tobacco. Tobacco excludes any tobacco product that has been approved by the United States Food and Drug Administration for sale as a tobacco cessation product, as a tobacco dependence product, or far other medical purposes, and is being marketed and sold solely for such an approved purpose. TOBACCO-RELATED DEVICES. Tobacco-related devices includes any tobacco product as well as a pipe, rolling papers, ashtray, or other device intentionally designed or intended to be used in a manner which enables the chewing; sniffing or smoking of tobacco or tobacco products. VENDING MACHINE. Any mechanical, electric or electronic, or other type of device which dispenses tobacco, tobacco products or tobacco-related devices upon the insertion of money, tokens or other form of payment directly into the machine by the person seeking to purchase the tobacco, tobacco product or tobacco-related. device. S11'JCTION 3. LICEI~ISE. {A) License required. No person shall sell or offer to sell any tobacco, tobacco products, tobacco- related device, ar nicotine or lobelia delivery device without first having obtained a license to do so from the city. {B) Application. An application for a license to sell tobacco, tobacco products, tobacco-related devices, or nicotine or lobelia delivery devices shall be made on a form provided by the city. The application shall contain the full name of the applicant, the applicant's residential and business addresses and telephone numbers, the name of the business for which the license is sought, and any additional information the city deems necessary. Upon receipt of a completed application, the City Clerk shall forward the application to the City Council for action at its next regularly scheduled City Council meeting. If the City Clerk shall determine that an application is incomplete, he or she shall return the application to the applicant with notice of the information necessary to make the application complete. {C) Action. The City Council may either approve or deny the license, or it may delay action for a reasonable period of time as necessary to complete any investigation of the application or the applicant it deems necessary. If the City Council shall approve the license, the City Clerk shall issue the license to the applicant. If the City Council denies the license, notice of the denial shall be given to the applicant along with notice of the applicant's right to appeal the City Council's decision. (D} Term. All licenses issued under this section shall be valid far one calendar year from the date of issue. (E) Revocation or suspension. Any license issued under this section may be revoked or suspended as provided in Section 14. {F} Transfers. All licenses issued under this section shall be valid only on the premises for which the license was issued and only for the person to whom the license was issued.. No transfer of any license to another location or person shall be valid without the prior approval of the City Council. (G} Moveable place of business. No license shall be issued to a moveable place ofbusiness. Only fixed location businesses shall be eligible to be licensed. under this section. (H) Display. All licenses shall be posted and displayed in plain view of the general public on the licensed premise. (I) Renewals. The renewal. of a license issued under this section shall be handled in the same manner as the original application. The request for a renewal shall be made at least 30 days but no more than 60 days before the expiration of the current license. (J) Issuance as privilege and not a right. The issuance of a license issued under this section shall be considered a privilege and not an absolute right of the applicant and shall not entitle the holder to an automatic renewal of the license. (K) Proximity to youth-oriented facilities. No license shall be granted pursuant to this section to any person for any retail sales of tobacco, tobacco products, tobacco-related devices, or nicotine or lobelia. delivery devices within 1,000 feet of any school, playground, house of worship, oryouth-oriented facility, as measured by the shortest line between the space to be occupied by the proposed licensee and the occupied space of the school, playground, house of worship, or youth-oriented facility, unless that person has been in the business of selling such products in that location before the date this section was enacted into law for at least one year. For the purpose of this section, ayouth-oriented facility is defined to include any facility with residents, customers, visitors, or inhabitants of which 25 percent or more are regularly under the age of 21 or which. primarily sells, rents, or offers services or products that are consumed or used primarily by persons under the age of 21. {L} Proximity to other tobacco retailers. No license shall be granted pursuant to this section to any person for any retail sales of tobacco, tobacco products, tobacco-related devices., or nicotine or lobelia delivery devices within two thousand feet of any other establishment holding such a license, as measured by the shortest line between the space to be occupied by the proposed licensee and the occupied space of the nearest existing licensee, unless that person. has been in the business of selling such products in that location before the date this section was enacted into law for at least one year. (M) Smoking. Smoking shall not be permitted and no person shall smoke within the indoor area of any establishment with a retail tobacco license. Smoking for the purposes of sampling tobacco and tobacco related products i.s prohibited. Penalty, see Section 14. SECTION 4. FEES. No license shall be issued under this chapter until. the appropriate license fee shall be paid in full. The fee for a license under this chapter shall be established in the city's Ordinance Establishing Fees and Charges, as it maybe amended from time to time. Penalty, see Section 14. SECTION 5. BASIS FOIL DENIAL OF LICENSE. (A) Grounds for denying the issuance or renewal of a license under this chapter include but are not limited to the following: {1) The applicant is under the age of 18 years. (2) The applicant ha.s been convicted within the past five years of any violation of a federal, state, or local law, ordinance provision, or other regulation relating to tobacco, tobacco products, tobacco-related devices, or nicotine or lobelia delivery devices. (3) The applicant has had a license to sell tobacco, tobacco products, tobacco-related devices, or nicotine or lobelia delivery devices revoked within the preceding 12 months of the date of application. (4} The applicant fails to provide any information required on the application, or provides false or misleading information. (5) The applicant is prohibited by federal, state, or other local law, ordinance, or other regulation from holding a license. (B) However, except as may otherwise be provided by law, the existence of any particular ground for denial does not mean that the city must deny the license. (C) if a license is mistakenly issued or renewed to a person, it shall be revoked upon the discovery that the person was ineligible for the license under this chapter. Penalty, see Section I4: SECTION b. PROHIBITED SALES. It shall be a violation of this chapter for any person to sell or offer to sell any tobacco, tobacco product, tobacco-related device, or nicotine or lobelia delivery device: (A) To any person under the age of 18 years. (B) By means of any type of vending machine. {C} By means of self-service methods whereby the customer does not need to a make a verbal or written request to an employee of the licensed premise in order to receive the tobacco, tobacco product, tobacco-related device, or nicotine or Lobelia delivery device and whereby the there is not a physical exchange of the tobacco, tobacco product, tobacco-related device; or nicotine or lobelia delivery device between the licensee, or the licensee's employee, and the customer. (D) By means of loosies as defined in Section 2. (E) Containing opium, morphine, jimson weed, belladonna, strychnos, cocaine, marijuana, or other. deleterious, hallucinogenic, toxic or controlled substances except nicotine and other substances found naturally in tobacco or added as part of an. otherwise lawful manufacturing process. It is not the intention of this provision to ban the sale of lawfully manufactured cigarettes or other tobacco products. (F) By any other means, to any other person, on in any other manner or form prohibited by federal, state or other local law, ordinance provision, or other regulation. Penalty, see Section 14. SECTION 7. SELF-SERVICE SALES. It shall be unlawful for a licensee under this chapter to allow the sale of tobacco, tobacco products, tobacco-related devices, or nicotine or lobelia. delivery devices by any means where by the customer may have access to those items without having to request the item from the licensee or the Iicensee`s employee and whereby there is not a physical exchange of the tobacco, tobacco product, tobacco-related device, or nicotine or lobelia delivery device between the licensee or his or her clerk and the customer. All tobacco, tobacco products, tobacco-related devices, and nicotine or lobelia delivery devices shall either be stored behind a counter or other area not freely accessible to customers, or in a case or other storage unit not left open and accessible to the general public. Any retailer selling tobacco, tobacco products, tobacco-related devices, or nicotine or lobelia delivery devices at the time this chapter is adopted shall comply with this section within 90 days following the effective date of this chapter. Penalty, see Section 14. SECTION 8. RESPONSIBILITY. All licensees under this chapter shall be responsible far the actions of their employees in regard to the sale of tobacco, tobacco products, tobacco-related devices, or nicotine or lobelia delivery devices on the licensed premises, and the sale of an item by an employee shall be considered a sale by the license holder. Nothing in this section shall be construed as prohibiting the city from also subjecting the clerk to whatever penalties are appropriate under this chapter, state or federal law, or other applicable law or regulation. Penalty,. see Section 14. SECTION 9. COMPLIANCE CII:ECKS AND INSPECTIONS. All licensed premises shall be open to inspection by the city police or other authorized. city official during regular business hours. From time to time, but at least once per year, the city shall conduct compliance checks by engaging, with the written consent of their parents or guardians, minors over the age of l 5 years but less than 18 years to enter the licensed premise to attempt to purchase tobacco, tobacco products, tobacco-related devices, or nicotine or lobelia delivery devices. Minors used for the purpose of compliance checks shall be supervised. by city designated law enforcement officers or other designated city personnel. Minors used for compliance checks shall not be guilty of unlawful possession of tobacco, tobacco products, tobacco-related devices, or nicotine or lobelia. delivery devices when those items are obtained as a part of the compliance check. No minor used in compliance checks shall attempt to use a false identification misrepresenting the minor's age, and all minors lawfully engaged in a compliance check shall answer all questions about the minor's age asked by the licensee or his or her employee and shall produce any identification, if any exists, for which he or she is asked. Nothing in this section shall prohibit compliance checks authorized by state or federal laws for educational, research, or training purposes, or required for the enforcement of a particular state or federal law. Penalty, see Section 14. SECTION l0.OTHER ILLEGAL ACTS. Unless otherwise provided, the following acts shall be a violation of this chapter: (A) Illegal sales. It shall be a violation of this chapter for any person to sell or otherwise provide any tobacco, tobacco product, tobacco-related device, or nicotine or lobelia delivery device to any minor. (B) Illegal possession. It shall be a violation of this chapter for any minor to have in his or her possession any tobacco, tobacco product; tobacco-related device, or nicotine or lobelia delivery device. This division (B) shall n.ot apply to minors lawfully involved in a compliance check. (C) Illegal use. It shall be a violation of this chapter for any minor to smoke, chew, sniff or otherwise use any tobacco, tobacco product, tobacco-related device, or nicotine or lobelia delivery device. (D) Illegal procurement. It shall be a violation of this chapter for any minor to purchase or attempt to purchase or otherwise obtain any tobacco, tobacco product, tobacco-related device, or nicotine or lobelia delivery device, and it shall be a violation of this chapter for any person to purchase or otherwise obtain those items on behalf of a minor. It shall further be a violation. for any person to coerce or attempt to coerce a minor to illegally purchase or otherwise obtain or use any tobacco, tobacco product, tobacco-related device, or nicotine or lobelia. delivery device. This division (D) shall not apply to minors lawfully involved in a compliance- check. (E) Use of,false identification. It shall be a violation of this ch. apter for any minor to attempt to disguise his or her true age by the use of a false form of identification, whether the identification is that of another person or one on which the age of the person has been modified or tampered with t.o represent an age older than the actual age of the person. Penalty, see Section 14. SECTION 11. EXCEPTIONS AND DEFENSES. Nothing in this chapter shall prevent the providing of tobacco, tobacco products, tobacco-related devices, or nicotine or lobelia delivery devices to a minor as part of a lawfully recognized religious, spiritual, or cultural cereinony.lt shall bean affirmative defense to the violation ofthis chapter for a person to have reasonably relied on proof of age as described by state law. SECTION 12. SEVERABILITY. If any section or provision of this ordinance i s held invalid, such invalidity shall not affect other sections or provisions which can be given force and effect without the invalidated section or provision. SECTION 13. VIOLATIONS AND PENALTY. (A) Misdemeanor prosecution. Nothing in this section shall prohibit the city from seeking prosecution. as a misdemeanor for any alleged violation of this ordinance. (B) Violations. (1) Notice. A person violating this chapter may be issued, either personally or by mail, a citation that sets forth the alleged violation and that informs the alleged violator of his ar her right to a hearing on the matter. The citation shall provide notice that a hearing must be requested within ten (10) business days of receipt and that hearing rights shall he terminated if a hearing is not promptly requested. The citation shall provide information on how and where a hearing may be requested, including a contact address and phone number. (2) Hearings. (a) Upon issuance of a citation, a person accused of violating this chapter may request in writing a hearing on the matter. Hearing requests must be made within ten. (10) business days of the issuance of the citation and delivered to the city clerk or other designated city officer. Failure to request a. hearing within ten (] 0) business days of the issuance of the citation will terminate the person's right to a hearing. (b) The city clerk or other designated city off cer shall set the time and place for the hearing. Written notice of the hearing time and place shall be mailed or delivered to the accused violator at least ten (10) business days prior to the hearing. (3) Hearing Officer. The city official designated by the City Council shall serve as the hearing officer. The hearing officer must be an impartial employee of the city or an impartial person. retained by the city to conduct the hearing. (4) Decision. (a) A decision shall be issued by the hearing officer within ten (l0) business days. If the hearing officer determines that a violation of this chapter did occur, that decision, along with the hearing officer's reasons for finding a violation and the penalty to be imposed under division {B) of this section, shall be recorded in writing, a copy of which shall be provided to the city and the accused violator by in person delivery or mail as soon as practicable Likewise, if the hearing officer finds that no violation occurred or finds grounds for not imposing any penalty, those findings shall be recorded and a copy provided to the city and the acquitted accused violatorby in person delivery or mail as soon as practicable. (b) Costs. if the citation is upheld by the hearing officer, the city's actual expenses in holding the hearing up to a maximum of $ l ,000.00 shall be paid by the person requesting the hearing. (c) The decision of the hearing officer is final. (S) Appeals. Appeals of any decision made by the hearing officer shall be filed in the district court for the city in which the alleged violation occurred within ten {10) business days. (6) Continued violation. Each violation, and every day in which a violation occurs or continues, shall constitute a separate offense. (C} Administrative penalties. (1} Licensees. Any licensee found to have violated this chapter, or whose employee shall have violated this chapter, shall be charged an administrative fine of $75 for a first violation of this chapter; $200 for a second offense at the same licensed premises within a 24-month period; and $250 for a third or subsequent offense at the same location within a 24-month period. In addition, after the third offense, the license shall be suspended for not less than seven consecutive days. {2) Other individuals. Other individuals, other than minors regulated by division (C)(3) of this section, found to be in violation of this chapter shall be charged an administrative fine of $50. (3} 111inors. Minors found in unlawful possession of or who unlawfully purchase or attempt to purchase, tobacco, tobacco products, tobacco-related devices, or nicotine or lobelia delivery devices, shall be subject to an administrative fine, or may be subject to tobacco-related education classes, diversion programs, community services; or another penalty that the city believes will be appropriate and effective. The administrative fine or other penalty shall be established by City Council ordinance upon the City Council`s consultation with interested parties of the courts, educators, parents and children to determine an appropriate penalty for minors in the city. This admini strative fine or other penalty may also be established from time to time by the Ordinance Establishing Fees and Charges, as it may be amended from time to time. (4) Statutory penalties. lfthe administrative penalties authorized to be imposed by M.S.§ 461.12, as it may be amended from time to time, differ from those established in this section, then the statutory penalties shall prevail: SECTION 14. EFFECTIV)/ HATE. This ordinance becomes effective on the date of its publication, or upon the publication of a summary of the ordinance as provided by Minn. Stat. § 412.191, subd. 4, as it maybe amended from time to time, which meets the requirements of Minn. Stat. § 331A.01, subd. 10, as it may be amended from time to time. Cir~y~ ~,f o e n galley ~..~. ~~ i -~., Finance 763-593-8013 1763-593-8109 (fax) Executive Summary Golden Valley Council/Manager Meeting January 11, 2011 Agenda Item 4. Change in Polling Place for Precinct 7 Prepared By Sue Virnig, Finance Director Summary Polling places are hard to find in the City because of a variety of issues: parking and accessibility requirements, availability for one or two times a year; voting hours from 7 am to 8 pm; and the need to hold approximately 2,000 voters during that time. Staff is requesting the Precinct 7 polling location be moved to Sandburg School, 2400 Sandburg Lane. This facility has more available parking and meets the minimum requirements for accessibility. All registered voters will be notified by postcard once this action has been approved. Attachments Resolution Approving Change in Polling Place for Precinct 7 (1 page) Precinct 7 Map showing one mile radius (1 page) Resolution 11- February 1, 2011 Member introduced the following resolution and moved its adoption: RESOLUTION APPROVING CHANGE IN POLLING PLACE FOR PRECINCT 7 WHEREAS, the polling place for Precinct 7 was Christian Life Center, 8025 Medicine Lake Road; and WHEREAS, Precinct 7 is required to have a polling place for elections; and WHEREAS, the Sandburg School, 2400 Sandburg Lane, is located outside the boundary but within one mile from the precinct boundary and has authorized the use of its facility as a polling place for elections; and WHEREAS, the Sandburg School building meets state guidelines for accessibility; NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of Golden Valley hereby designates the Sandburg School, 2400 Sandburg Lane, as the polling place for Precinct 7 in the City of Golden Valley. Linda R. Loomis, Mayor ATTEST: Susan M. Virnig, City Clerk The motion for the adoption of the foregoing resolution was seconded by Member and upon a vote being taken thereon, the following voted in favor thereof: and the following voted against the same: whereupon said resolution was declared duly passed and adopted, signed by the Mayor and her signature attested by the City Clerk.