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HomeMy WebLinkAbout2.b. Senior Housing Market StudyROSEMOUNT City Council Work Session Date: March 9, 2011 CITY COUNCIL AGENDA ITEM: Senior Housing Market Study PREPARED BY: Kim Lindquist, Community Development Director ATTACHMENTS: CDA Market Study Excerpts RECOM'VIENDED ACTION: Information Item Castle Rock Township Coates City Empire Township Eureka Township Farmington City Greenvale Township Lakeville City Randolph City Randolph Township Rosemount City Sciota Township Waterford Township EXECUTIVE SUMMARY AGENDA SECTION: Update AGENDA NO. APPROVED BY: ISSUE In 2010, the City Council discussed provision of senior housing in the Downtown. The anticipated site was the remainder of the St. Joe's complex. Staff spoke to several senior housing providers about the location and their interest in Rosemount. Many expressed some interest but asked for a market study for the community. Staff had not pursued a market study given the CDA was conducting a study for their use. Portions of the CDA study are attached for the Council's information. In initial discussions with the CDA, staff was under the impression that the Study would break out Rosemount and Coates from the other communities. In the section "Updated Demand Analysis for Affordable Independent Senior Housing in Dakota County" our market is only Rosemount and Coates. What the study finds is that there is a demand for affordable senior housing in the community. This is not surprising given the waiting list for CDA projects including Cameo Place. The second portion of the report is estimated demand for assisted living and memory care. Unfortunately this portion of the report did not separate Rosemount from a larger market area. The market analysis included the following communities into the Lakeville Market: The Study finds that in 2010 the "Lakeville Market" is oversupplied by 17 units for market rate assisted living and deficient 34 subsidized assisted living units. Projected for 2015, there is an unmet demand of 25 market rate assisted living units and 53 subsidized assisted living units. In 2010, there is a deficiency of 14 market rate memory loss assisted living units and 33 similar units with subsidy. That number grows to 29 market rate memory loss units for 2015 and 43 subsidized memory care units. These are issues raised by the information at hand: Staff does not believe that the Lakeville Market used for the assisted living analysis is correct given our close proximity to Apple Valley. We have asked for the Apple Valley information to see what market forecasts are made about that area. Nevertheless, Rosemount was included in the Lakeville market which shows a negligible demand for market rate assisted housing. It is unclear that there is currently a market for another market rate assisted living project, particularly since there are two providers looking at a new Lakeville project. The information provided indicates that subsidized housing is needed at all levels: independent living, assisted living, and memory loss. The CDA is the primary provider of affordable independent senior housing. Given the study information there is a market for this type of housing in Rosemount. The question is whether the City Council would offer the St. Joe's complex for a CDA project or should a different site be identified. We have no information on market rate independent senior housing. A market study would be needed to evaluate the local demand for that type of housing. If the Council would like to pursue that study, staff would recommend folding in assisted living in the report with a more localized market than that used by the CDA study. It is unclear if the current economy was factored into the CDA market studies. It does not appear to. Would in the future, if the economy improves, there be an increased demand in market rate senior housing of all types compared to what was projected by the market study? Currently seniors are having trouble in the secondary housing market which limits the ability to generate income and afford market rate assisted housing. If there is some belief that the economy is dampening demand, the Council may wish to wait on the St. Joe's site until a market rate opportunity exists. CONCLUSION There are several action options available to the Council based upon the current information: The Council can work with the CDA to construct an affordable senior housing project on the St. Joe's property. At this time, given the project model being used by the CDA, it would be an affordable independent living project that does not pay taxes. The Council could commission a market study that incorporates the CDA data, modifies the market area, and includes review of the demand for market rate independent senior housing. Depending upon the new study, the Council could pursue an independent senior housing project with some assistance or memory care. This may require waiting until the market is ripe. 2 UPDATED DEMAND ANALYSIS FOR ASSISTED LIVING IN THE LAKEVILLE MARKET AREA FOR )AKOTA COUNTY COMMUNITY DEVELOPMENT AGENCY DECEMBER 2010 Purpose of the Study Dakota County Community Development Agency (CDA), Eagan, Minnesota contracted with Health Planning Management Resources, Inc. (HP &MR), Edina, Minne.ota, to complete an updated demand analysis to address the demand for assisted living in Dakota County. The researchers examined the demand for general and memory Toss assisted living. This section of the report focuses on the Lakeville Market Area. Preser tation of Analysis he completed analysis is presented in the following sections: Definition of the Lakeville Market Area Socio- demographic analysis of the Lakeville Market Area and Dakota County Profiles of general and memory loss assisted living in the Lakeville Market Area Demand for assisted living and Alzheimer's units in the Lakeville Market Area Summary of Supply and Demand for the Lakeville Market Area 1 Definition of Senior Housing Types for Projecting Housing Demand For the purposes of this study, assisted living is defined as follows. The reader should note that "assisted living" is not a precise term that clearly defines levels of care for persons who are in assisted living. Assisted living is for very frail elderly persons with three or more limitations in activities of daily living. Persons who need assisted living are persons who need help in the daily management of their lives, as well as someone available 24 hours a day for oversight and assistance. Persons living in assisted living are more likely to have "unscheduled" needs that arise compared to more independent housing in which persons schedule their assistance. Gerontology research has substantiated that persons who have three or more limitations in activities of daily living are at a degree of frailty that it is difficult for them to maintain themselves in the independent setting. If assisted living meets the above definition, e.g., 24 -hour staffing, it has emerged as an alternative to the nursing home for many older persons. In the past, persons who needed this level of service had no option other than the nursing home. Persons coming to assisted living generally have at least two meals per day provided and frequently, all three meals, have planned social and recreational activities, housekeeping of their living units, and some assistance with laundry and have assistance with personal care. Living units in such buildings vary in size and have included one -room, two -room suites and apartments. Some include small cooking facilities, e.g., microwave, sink and small refrigerators. In most newly designed projects, and projects for the private pay market, there are generally private bathroom accommodations for each unit. Older persons who have moderate to severe Alzheimer's disease are increasingly being taken care of in the assisted living setting, particularly those who can afford to pay privately for this type of care. The assisted living setting provides ideal circumstances for persons with Alzheimer's disease if it has specialty programming for this population. Many persons with Alzheimer's disease do not have health and /or medical needs that necessitate living in a nursing facility with 24- hour availability of this type of care. However, these persons need to be in a sheltered and structured situation. Many general assisted living facilities have older persons who are in the earliest stages of the disease and do not present the risk of leaving the facility unattended and are not a problem for other residents, e.g., going 2 into their rooms, etc. However, when persons progress to the moderate stage, they are difficult to manage in a general assisted living setting. The reader should note the above definitions are based on general market defiritions. These definitions are reflected in the demand section of the report. The read ?r should also note these definitions are used in determining whether facilities are classified as independent congregate housing or assisted living. This sometimes differs from how the building administrator describes his /her facility and /or has it licensed. In May 2006. the Minnesota Legislature passed new language which went into effect January 2007, which sets minimum requirements for any facility that wants or wishes to call itself 'assisted living'. This new legislation defines the minimum services that must be provided or made available by housing- with services establishments or the service providers for those establishments. No facility may call, advertise or promote itself (verbally or written) as "assisted living' unless it meets these minimum standards requirements. The researcher's definition of assisted living is consistent with the State of Minnesota's definition of assisted living, meeting the provisions of the Housing -with- Servics Contract Act, and requirements of chapter 144G and the Elderly Waiver 24- hour customized living service package, which is distinguished from the housing with -s€ rvices assisted living model by having awake staff (unless exempt) available in the :Same building as the residents, to respond to the residents needs 24 hours a day. SE ven days a week within ten minutes. The reader should also be aware of other definitions and programs used in the State of Minnesota. 1.i Minnesota, a Housing -with- Services establishment is a housing setting that provide; sleeping accommodations to one or more adults. at least 80.0 percent of whom are age 55 or older, and offer for a fee one or more health related or two or more supportive services. Housing -with- Services establishments must register annually with the Minnesota Department of Health (MDH) as a Housing -with- Services establishment. If they provide health related services, they must obtain an appropriate home health care license from the Minnesota Department of Health, or subcontract these services to a licensed home care provider. 3 Group Residential Housing (GRH) is a state funded income supplement program that pays for room and -board cost for low- income adults who live in a licensed or registered setting with which a county human service agency has negotiated a monthly fee. Room and board includes payment for shelter, fuel, raw food, utilities, household supplies, etc. A person eligible for GRH can receive funds of up to $846 per month to help pay for room and board costs. The Minnesota Department of Human Services, through Title XIX Home and Community Based Waiver funds, provides home and community based services to elderly individuals who require nursing services and otherwise would be instititionalized. Individuals most appropriate for this waiver include vulnerable elderly individuals who have chronic health problems, which limit their ability to function independently in the community. The waiver has two programs, Elderly Waiver (EW) and Alternative Care (AC). Until the 2005 legislative session, persons living in assisted living, who were income eligible, could access Alternative Care funding to help pay for their care. However, legislation has been passed that excludes use of Alternative Care funding in the assisted living setting. Elderly Waiver is designed to pay for assisted living services in a Housing with- Services establishment for people age 65 and older and are at risk" of nursing home placement. Elderly Waiver (EW) is a Medicaid program that uses both federal and state dollars. To receive EW, the resident must be eligible for Medicaid. Services covered by EW include: homemaker, home health aide, adult day care, respite care, case management, personal care, adult foster care, home delivered meals, companion services, skilled nursing, licensed community residential services (customized living services or 24 -hour customized living services), chore services and special supplies and equipment, etc. The participant's health care service plan, which is developed by the county case manager and client, determines the actual amount of reimbursement under the EW program. The State of Minnesota has established maximum monthly allowances for residents on the Elderly Waiver program, but the amount received will vary for two reasons. First, each county charges a case management fee, which is paid directly to the county, and must be included as part of the monthly expense. Secondly, the county only pays for services based on the exact needs of the individual; counties do not reimburse by "packages" or "levels As of July 1, 2010, the statewide maximum rate cap for a "case mix A" client, which is the lowest level of need, using 24 -Hour Customized Living services, on the Elderly Waiver is $1,978. It should be noted that the service rate limits are an "up to" amount, and is not an 4 amount a provider can be expected to be paid or charge for packages of allowable components of service. Authorized payments for customized and 24 -hour customized living services are individualized and are based on that person's need for each service, frequency of each service delivered, amount of each service and the provider's qualification, ability and willingness to provide that service at the set rate. Providers, who are eligible, and contract with their county to accept Elderly Waiver are eligible to offer EW customized living services. Customized living service is a package of component services, which is designed for each qualified individual, to meet the needs assessed by the County, of a person living in a qualified setting. Component services that can be included in this package are: home management tasks (meal prep, laundry, and housekeeping), supportive services (assistance with appointments, money management or transportation), assistance with personal care (dressing, grooming, bathing, eating, continence, etc.), assistance with medications, delegated nursing tasks, and active behavior or cognitive support. The 24 -hour customized living service again is individualized based on the persons needs, but in addition to the components listed, includes 24 hours of supervision of the individual to meet those identified needs. There has to be a documented need for the "24 -hour supervision in order for this to be the case; the individual must require intermittent or on -going assistance due to: assistance with toileting, positioning or transferring; cognitive or behavioral needs; a medical condition that requires clinical monitoring; or a need for medication management and at least 50 hours per month of customized living services. The reader should also note, effective January 1, 2011, persons receiving 24 -hour customized living services reimbursement will need medication management, at least 50 hours per month of customized living services and be dependent in at least two of the following activities of daily living: dressing, grooming, bathing, walking or eating. Providers who are eligible to provide customized living or 24 -hour customized living services to EW clients must maintain a Class A or Class F Home Care License, provide these services in a registered housing with services establishment, or qualified setting, provide each resident with a way to call for assistance effectively, employ staff that meet the designated requirements, and provide 24 hours of supervision (if 24 -hour customized living). 5 Definition of the Lakeville Market Area The same market area was used for this update, as was determined by Dakota County CDA staff and HP &MR in the 2005 analysis. The following zip codes and cities were defined for the Lakeville Market Area: Castle Rock Township Coates City Empire Township Eureka Township Farmington City Greenvale Township Lakeville City Randolph City Randolph Township Rosemount City Sciota Township Waterford Township The map on page 18 identifies the cities and townships located in the Lakeville Market Area. The reader should note each of the cities and townships in the Lakeville Market Area was contacted regarding existing senior services, as well as future development plans. 6 Socio- Demoqraphic Analysis of the Lakeville Market Area and Dakota County The following analysis presents selected socio demographic information for the Lakeville Market Area and Dakota County. Dakota County was used to compare with the dynamics of the Lakeville Market Area. The information presents estimates for 2010 and projections for 2015. The population data available from the 2000 U.S. Census is incorporated into the estimates and projections. The source of this information is Claritas, Inc., Arlington, Virginia. Claritas, Inc. maintains an on -line database that provides detailed socio- demographic data about the defined market area. including current year population estimates and five -year population proje :;tions. Long -term demographic information for Dakota County through the year 2035 is al;;o presented. The source of this information is the Minnesota State Demcgraphic Center, Minnesota State Demographic Center information is only available on a statewide, regional and countywide basis. Information taken from Claritas, Inc. and Minnesota State Demographic Cente will differ somewhat. In the researcher's experience, Claritas, Inc. is a more sensitive database because it is updated annually. Also, because of methods used for est mating and projecting population, Claritas. Inc. is more likely to identify growth trends or decreases in population than the State database. For example, the total senior population for Dakota County in 2010 according to Claritas, Inc. is 36.598 persons, compared to 38.870 persons for Minnesota State Demographic Center in 2010. his is a difference of 2,272 persons. Generi. I Population Trends Included in this analysis are charts reflecting trends and characteristics of the total population and the senior population 65 years of age and older in the Lakeville Market Area and Dakota County. The charts on pages 19 through 22 present an analysis of the total population and senior population of the Lakeville Market Area and Dakota County. The reader should rote the following: 7 From 2010 to 2015, the total population in the Lakeville Market Area is projected to increase by 11,401 persons from 108,128 in 2010 to 119,529 in 2015. From 2010 to 2015, the total population in Dakota County is projected to increase by 18,944 persons from 400,203 in 2010 to 419,147 in 2015. Long -term projections for the total population in Dakota County project an increase in population from the years 2010 to 2035. Population projections show a total population of 414,100 persons in 2010 increasing to 491,600 persons in 2035. From 2010 to 2015, the total senior population in the Lakeville Market Area is projected to increase by 2,997 persons from 6,645 in 2010 to 9,642 in 2015. From 2010 to 2015, the total senior population in Dakota County is projected to increase by 10,824 persons from 36,598 in 2010 to 47,422 in 2015. Long -term projections for the total senior population 65 years of age and older in Dakota County project an increase in population from the years 2010 to 2035, from 38,870 persons in 2010 to 106,430 persons in 2035. The data on pages 23 and 24 show projections for the senior population as a percent of the total population for the Lakeville Market Area and Dakota County. The reader should note the following: From 2010 to 2015, the senior population as a percent of the total population in the Lakeville Market Area is projected to increase by 2.0 percent from 6.1 percent in 2010 to 8.1 percent in 2015. From 2010 to 2015, the senior population as a percent of the total population in Dakota County is projected to increase by 2.2 percent from 9.1 percent in 2010 to 11.3 percent in 2015. Long -term projections for the senior population as a percent of the total population in Dakota County project an increase in percent from the years 2010 to 2035, from 9.4 percent in 2010 to 21.6 percent in 2035. 8 Population Change by Age Segments of the Senior Population An important consideration in an analysis of the senior population is the age segmentation. Age segmentation is used to determine the use of nursing facilities, assisted living, independent congregate senior housing and other senior services, which are dependent on the age of the persons in the senior household. Seniors age 65 to 74 are lower users of nursing facilities, senior housing and related services, than seniors in the older age categories. Seniors in this lower age category are able to maintain their own homes or condominiums, and /or spend their early 'etirement years in Sunbelt states, at least during the winter months. Some persons in this age category will move to senior housing as a convenience, e.g., no maintenance and able to leave for the winter. Seniors age 75 and older are much more likely to be at a stage in their lives when they begin to consider housing options, including both independent congregate housing and assisted living, and they have a higher probability of needing to spend some time in a nursing facility. This is precipitated by the inability to maintain a single family home because of increasing health problems, one or both persons in the household becoming debilitated, the loss of the spouse, and /or the inability of the remaining spouse (most frequently the female) to be alone and care for a home. Seniors age 80 and older have a higher probability of needing nursing home care or assisted living services. At this point in their lives, some seniors feel more comfortable and confident in their local community facilities with which they are familiar. When seniors begin to experience frailty, some seniors who have moved to Sunbelt communities decide to move back to their home communities, wanting to be near family and/or having greater trust in the community nursing homes in the communities they lived in for years. Population change by age segments for the Lakeville Market Area and Dakota County are located on pages 25 and 26. The reader should note the following information: In the Lakeville Market Area, the population for persons in all age groups 55 years of age and older increases between the years 2010 and 2015. The largest increase in population is in the 65 to 74 age group, which increases by 52.8 percent. The smallest increase in population is in the 75 to 84 age group, which is projected to increase by 29.2 percent. In Dakota County, the population for persons in all age groups 55 years of age and older increases between the years 2010 and 2015. The largest increase in population is in the 65 to 74 age group, which increases by 36.8 percent. The smallest increase in population is in the 75 to 84 age group, which is projected to increase by 17.3 percent. Long -term projections for Dakota County indicate increases for persons in all age groups 55 years of age and older between the years 2005 and 2035. The largest increase in population is in the 80 to 84 age group, which increases by 328.4 percent. The smallest increase in population is in the 55 to 59 age group, which is projected to increase by 27.6 percent. Income of Senior Households The income of the senior households in the Lakeville Market Area was used to segment the demand, presented later in this report, into those who are able to pay privately and those who will need assistance to live in senior housing alternatives. The charts on pages 27 and 28, show the estimated income distribution of senior households in the Lakeville Market Area and Dakota County by head of household ages 65 to 74, 75 to 84 and 85 years of age and older, for both 2010 and 2015. The income analysis for this update was segmented into five different categories. For persons having incomes of less than $10,836, they would be eligible for Medical Assistance and the Elderly Waiver Program. Senior households with incomes of less than $30,000 (2010) and $35,000 (2015) generally need some type of assistance in order to access senior housing alternatives. Thus, the demand projections, for assisted living, take into account the number of households who can pay privately, e.g., incomes of $30,000 or greater, and those persons that will need help, e.g., incomes of less than $30,000. The reader should note the following: Households with incomes of less than S30,000 are most often widowed females, who rely on a low social security payment and have few assets. Senior income data does not reflect assets seniors may have that they can use for health care and related services. The single largest asset most seniors have is the single fancily home, which is typically paid for. In 2010. the percentage of households in the Lakeville Market Area with head of household 65 to 74 years of age and having incomes of S30,000 or greater, e.g. able to pay privately. is 75.9 percent. The percentage of households with head of household 75 to 84 years of age and having incomes of $30.000 or greater is 57.9 percent and the percent of households with head of household 85 years of age and older and having incomes of $30,000 or greater is 49.9 percent. For Dakota County, the percentages are 74.4, 54.9 and 46.3. respectively. In 2015, the percentage of households in the Lakeville Market Area with head of household 65 to 74 years of age and having incomes of $35,000 or greater, e.g. able to pay privately, is 75.7 percent. The percentage of households with head of household 75 to 84 years of age and having incomes of $35,000 or greater is 59.1 percent and the percent of households with head of household 85 years of age and older and having incomes of $35,000 or greater is 50.5 percent. For Dakota County, the percentages are 72.0, 51.9 and 44.1, respectively. 11 Profiles of General and Memory Loss Assisted Living in the Lakeville Market Area Overview This analysis presents profiles of general and memory loss assisted living facilities in the Lakeville Market Area. There is a brief description of the facilities, the total number of units and the average occupancy of the facilities in the Lakeville Market Area. The detailed data relies on information received in telephone calls to the facilities; thus, the researcher is conveying this information with the expectation it is accurate. The researchers experienced reluctance by some facilities to participate in the inventory process. These facilities either did not return phone calls to the researchers or refused to participate. Information listed for these facilities was taken from previous research completed in the areas or from public senior directories. The information describing planned developments is based on the amount of information that was available at the time of the study and what various contacts were willing to share. Each city in the Lakeville Market Area was called to inquire about any new developments that had been discussed with them or presented. Calling various contacts and inquiring about their plans for expanding identified the information for new developments. In addition, when the profiled facilities were contacted, they were asked about their plans for the future. Assisted Living Facilities Detailed profiles of the general and memory loss assisted living facilities in the Lakeville Market Area can be viewed on pages 29 through 32. General Assisted Living There are seven general assisted living facilities located in the Lakeville Market Area. These seven facilities have a total of 127 units and were 48.2 percent occupied at the time of contact. 12 Memory Loss Assisted Living Facilities There are two memory loss specific assisted living facilities located in the Lakeville Market Area. These two facilities have a total of 29 units and were 100.0 percent occupied at the time of contact. Planned Developments for Assisted Living The contact for the City of Lakeville spoke of two separate projects, both in the concept stages at this point. The first is for 93 units of senior housing, which would include general and memory loss assisted living and independent housing, located at County Road 46 and Apollo in Lakeville. This project would be with Hosanna Church and Ebenezer. The second project would be with Kingsley and Southview Senior Living and include 101 units of senior housing, including general and memory loss assisted living, and would be located at County Road 5 and Clement Trail in Lakeville. No further information was available and no finalized plans have been approved. 0 There are no other known plans for development of assisted living in Dakota County at this time. Deman :i for General Assisted Living and Alzheimer's Units in the Lakeville Market Area Cverview T its section of the analysis presents the demand for general assisted living units and Alzheimer's units in the Lakeville Market Area. The assumptions that were used to calculate the demand. as well as demand by income levels are also presented. 13 General Assisted Living Demand The assisted living demand, which is segmented by income, took the following issues into consideration. Very frail elderly persons are those persons projected to have three or more limitations in their activities of daily living. Based on gerontology research, these persons are most likely to be in need of assistance in managing their lives on a day -to -day basis, e.g., 24 -hour staffing. In the past, these persons would need to be in a nursing home. However, as assisted living alternatives have developed, more of these persons can be taken care of in a residential /assisted living setting. Based on industry standards for estimating demand, we can anticipate that approximately 30 percent of these persons will be willing to move to an assisted living setting for the very frail elderly. The table on page 33 presents the general assisted living demand projecticns, which are segmented by income. In 2010, using the previous analysis that adjusts for homeownership, there is an estimated demand for 17 units of assisted living for persons with incomes below $15,000, 13 units for persons with incomes between $15,000 and $29,999 and 71 units for persons with incomes above $30,000. In 2015, using the previous analysis that adjusts for homeownership, there is an estimated demand for 19 units of assisted living for persons with incomes below $15,000, 25 units for persons with incomes between $15,000 and $34,999 and 100 units for persons with incomes above $35,000. Demand for Alzheimer's and Other Forms of Dementia The table on page 34 presents the anticipated number of persons with moderate to severe Alzheimer's disease in the Lakeville Market Area in 2010 and 2015. The following assumptions were used: 14 Based on research completed by the Alzheimer's and Related Disorders Association, approximately 30 percent of persons with the disease will need to be cared for outside of the home in either assisted living or nursing facilities. Persons with incomes of Tess than $35,000 will need some assistance in paying for their care, and persons with incomes of S35,000 or greater will be able to pay privately for their care. Supply Allocation The analysis shown on the chart on page 35 assumes that 60.0 percent of the market rate demand will live in assisted living and 40.0 percent of the subsidized demand will live in assisted living. In 2010, the demand for market rate memory loss assisted living is 30 and the demand for subsidized memory loss assisted living is 23. In 2015, the demand for market rate memory loss assisted living is 41 and the demand for subsidized memory loss assisted living is 30. The reader should note the demand for Alzheimer's and related dementia is a partial but not total overlap with general assisted living. Many persons in general assisted living are at earlier stages of Alzheimer's disease but are not yet a problem for managing or do not cause problems for other residents. In addition, the demand for assisted living assumed persons will have three or more limitations in activities of daily living, and some persons with Alzheimer's disease who need to be taken care of outside of their homes do not have the defined limitations but need to be in a 24- hour supervised living environment. There is no data available that quantifies this overlap; thus, when considering the development of any project, allowances should be made for the overlap. If memory care assisted living is available, many persons prefer to have a family member move to that facility in the beginning so that they are not facing another move when the person progresses with the disease and cannot be accommodated in general assisted living. Determining the total number of existing units and units that will be built and properly allocating these units to their prospective cities and townships derives the 15 supply amount. The total numbers of existing units and units that will be built were allocated according to the researcher's definitions and are based on experience in similar markets. The researchers assumed that if a project were developed in the Lakeville Market Area, 70 percent of the units would be filled by persons from this geographic markit area and the remaining 30 percent would be filled by persons from outside that market area. The tables on pages 36 and 37 present the supply allocations used in this ana1y: is. Summary of Supply and Demand for General and Memory Loss Assisted Livinc in the Lakeville Market Area The tables summarizing the supply and demand for general and memory loss assistE d living for the Lakeville Market Area can be found on pages 38 and 39. ,3eneral and Memory Loss Assisted Living n 2010, there is an oversupply of 17 units of market rate general assisted living and an unmet demand for 34 units of subsidized general assisted living. In 2015, t sere is an unmet demand for 25 market rate units and an unmet demand for 53 unit.; of subsidized general assisted living. 11 2010, there is an unmet demand for 14 units of market rate memory loss assisted living and an unmet demand for 33 units of subsidized memory loss assisted living. In 2015. there is an unmet demand for 29 units of market rate memory loss assisted living and an unmet demand for 43 units of subsidized memory loss assisted living. 16 Limitations of a Market Study 1 his market study presents an analysis of a given market based on experience in other markets and reasonable industry assumptions about demand. A market study cannot predict what the actual experience in the market will be. Market conditiois at the time of the facility's opening, unforeseen and /or unpredictable events c.iccurring in the market, the quality of the product offered, the marketing and management staff and many other events influence the success of a project and are beyond the scope of a market study. The researcher also relies on other sources of data, i.E Claritas, Inc., Minnesota State Demographic Center, 2000 U.S. Census, and these resources are presumed to be reliable. Health Planning Management Resources, Inc. is not responsible for errors in this data. 17 MAP OF THE DAKOTA COUNTY MARKET AREAS DAKOTA COUNTY COMMUNITY DEVELOPMENT AGENCY EAGAN, MINNESOTA 18 1 Inver Grove Heights Market Area t Eagan Market Area ic Lakeville Market Area Hastings Market Area 0 O 0 0 0 0 0 0 0 0 )V) N CT) N O) 0 0 0 0 0 o 0 0 0 0 d 0 0 0 0 o 0 CI N O O 0 0 0 N 0 N O o 0 N O 0) (0 00 O (D V" ti tT 0 N M ti I O 0 O O O O O O O 0 O O O O O O O O O o 0 0 0 0 O O O O O O co O LO M O O O H 0 U) w Z Z O Q 0 0 Q W Y 0 W 0 O O ZQ Q J iy Lll W O a a �Q CL m w c� w Q Z O Q 0 0 W H Z O 0 u. 0 1- 0 0 0 0 0 O O 0 0 dsi 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 c V co N ull `h cc Q Z� a 0 2 O0a O 0> W Q J 1- 0 0 U Z 0 U 1- 0 0 D) CO CO O N 0 to CD 0 ti M O O O O O O O O O O O O O O O N O CO CD L CO O 0 O M O N O O N N N O N O O LO O O U vi a) U 7 0 06 cn 0 C C C C (2v E CI- a) L a) (U 12 1 Z O O w Z Z Z E 0 U 0 a o> W a Z W H 0 Z O Qt c,.; QZ C'4 Z WWCH) W Ce� 6 Et C LU UJ aYW Q LU Ci) O c Q W in J to J Z Z O J W O Z O00 Z W cri 0 0 0 o ui o O 0 0 0 N 0 0 N M N U .c To c i2 N 0 O O N O O 0 0 Lri o N N T 0 Sri (3) 0 o O 0 0 0 o Sri o M O N O M O N N O N T O N O V 40 N O O POPULATION CHANGE BY AGE SEGMENTS FOR PERSONS 55 YEARS OF AGE AND OLDER FOR THE LAKEVILLE MARKET AREA 2000, 2010 AND 2015 DAKOTA COUNTY COMMUNITY DEVELOPMENT AGENCY EAGAN, MINNESOTA Population Percent Ag Segment 2000 2010 2015 Change Change 2010 2015 2010 2015 55 -64 4,220 10,279 14,493 +4,214 +41.0% 65 -74 1,974 4,455 6.809 +2.354 +52.8% 75 -84 974 1,663 2.148 +485 +29.2% 85+ 317 527 685 +158 +30.0% T tal 55+ 7,485 16,924 24,135 +7,211 +42.6% Total 65+ 3,265 6,645 9,642 +2,997 +45.1% POPULATION CHANGE BY AGE SEGMENTS FOR PERSONS 55 YEARS OF AGE AND OLDER DAKOTA COUNTY 2000, 2010 AND 2015 DAKOTA COUNTY COMMUNITY DEVELOPMENT AGENCY EAGAN, MINNESOTA Population Percent Age :iegment 2000 2010 2015 Change Change 2010 -2015 2010 -2015 55 -64 26.137 45.711 56 731 +11,020 +24.1% 65 -74 14,842 22,382 30,626 +8,244 +36.8% 75 -84 8.502 10,423 12,228 +1,805 +17.3% r35+ 2,902 3,793 4,568 +775 +20.4% Total 55+ 52,383 82,309 104,153 +21,844 +26.5% Tot 3165+ 26,246 36,598 47,422 +10,824 +29.6% Source: Claritas, Inc. 25 f i POPULATION CHANGE BY AGE SEGMENTS FOR PERSONS 55 YEARS OF AGE AND OLDER DAKOTA COUNTY 2005, 2010, 2015, 2020, 2025, 2030 AND 2035 DAKOTA COUNTY COMMUNITY DEVELOPMENT AGENCY EAGAN, MINNESOTA Percent Change 2005 2035 0 0 D ti N N- 0 0 0 0 b CO l! V r' CO (n 0) A CV 0 v N N CO CO 0 0 I■ v) Ti- r- N Population Change 2005 2035 V ti Ct O G) CC) O OD I CO c CO CO 'a' CO D) If) O co V (0 O I` N CO LO 0) N. IC) N U) C) Is- S£0Z O O 01 N (D CD I. In N N O O O O O 0 O(0 CD N V U) O r- in CO co co U7 N N N O O ti CO co d T CD Cn O a r- 0£OZ O O Cr) CO 'Cr CD r I- N N O O O O O t- O In 0 ('4 N 0) N (f) O) O N N r- r- O O t� CD 0) CO (O Cn Cr) SZOZ O O CO N- N CD G) O N CO O O O O O C) C") N- In 6) N G) V r- (D (n G) CO. N N r- O O 0) C1) O CO N N- CO t 0Z0Z CD O In G) 0) CO N 6) N O O O O O N V 0) N V CD V' O U) N N- CD (D N 1 O O (n c- M O N CA N CO T 9I-OZ 0 0 CO CO In V V CO N 0 0 0 0 0 N CO In O CD r V In OO N co Ln In r- O O M t� co co (D O O In 1- 0t0z O 0 0 I- N CD O CV N 0 0 0 0 0 co G) G) N V CO I� CO Cr C) (-.3) (D V V 0 0 V t` N CO CA CO CO M 900z CD C) In CO (0 co r N 0) N C) N 0) r CO O I` N CO In (3) t` CO G7 N In co C) Cf) t'- to co h O (D C) Age Segment 0) U) (D O In (0 G) V G) f O ti r co I O In O in (D N- I-- CO LO C!) Cn LC) O O I- I- Source Minnesota State Demographic Center w J 0 0 Z Z 0 0 0 0 CO 0 Z W JQQ>„^ O Ill UJ 00 Z VJ O f_ O in Y N r-- c O t �IW Z O O 0 m0 QQ i� tn JW o w T W III' O O III. II o u ,7 W H 0 c L I o 0 or- to N 11 z c_n 0 0 0 tri Eft 0 0 0) O r, N tri N N 2 EH U 0 0 0 EA V 1 ti N U U) a) U oeS 0 0) C E c ca c a a _c F 76 c _2 L 0 1) N CO v O1 v— c ej Cs1 I z 10 o O N N z O O tri O M 69 O 0) o O O) EA VI orn O 0) LO 0) N N 6A d9 O rn N 69 619 CO N U U a U 0. U 0 co f4 1.. O m 0 U 0 Q Z 7 O 2 N 0 aic?' moo¢ z 0 z 0 O z .0 LC) O c0 Z �p O O a) L 0 O z a) a O z 0 O o Q Q z z Q z z (I) c c a) Q c0 0) CO L m Z 0- E v L o in z a) 0 (0 z '(p a) 0 z O 0 69 Z z ao 0 0 N a) 0. E 0 U U (0 a) N 0) N 7 0 a O N a) 2 co a) N C O 10 0 N (0 U a) C O .c N a) L 0 (9 a) N a) a) 3 a) 0 13 7 0 U C rn c J a) N N to T C 7 E E O 0 O U (o U 0 .c 0 W z C z a W W O Z a W 0 W a CL' Z 2 d.. J 0 J w W W Y p J W Z 0 0 Z 0 0 F-- 0 0 U E d 0 U C TO U c a. C U O c ad a) (o J c Q E c E co W c N o) V' Q Q) (6 c y Y c6 p N H O c c N a) o p E ui c m E o 2 0 o y 0 N O a00 "0 m Y O 0 t O O m CO NI LL r CO M C) LC) O N N O Lf) O Z U 2 w O 1- rn N C C O E C M (6 1— M LL O 0 O 0 0) 0 N 0 0 a) 0 Y C J 0 m o N (n u) 2 c1 N f 4) c CA 0 2 0 vr Q O 3 Er 5 Z rn 2 as 0 O CO N J 2 u Q U U LL 0 co ff! o N vi o c a) U (u c 0 £U J a) (0 C 1 Y O. a) c a) N a m O 0 0 LC) N (0 2 co Q) c 0 c 0 J O Q in N cr) TA O Z Q co c E C U o (o E a) E (.0 a) f o 3 a c O (0 E O O a) 0. 0. CO c C CO 0 c a) a) O O E 0 c_ U C (0 d U U O a) (0 N O a) L (o O Q1 a) a) (0 N a) U (0 a) N O N a) 7 U T O T U C CO a 7 U 0 a) 0 (0 0 1- 1- O W c z Z 0 w z W 1 z c W a 0 W W 0 1- z C C 0 z a 0 0 0 0 U E Q CC Q to 0 0 O 0 0 C C O z 0 0) M t) N 0 Y c (0 C T Q m N N (0 3 U 0) Z 5 0 L (2 a) 2 o z a) O z `5 C. .c 1 O c (0 v N c To C O) c 'a a n. a) E N I cv 412 B T RI 0 N Q Z Z a) L L o z 0) J H 0 T..3 c (0 (0 O N 0 N U a) m c) a) 0 C a) E (0 n a) 0 0 N 0 c_ (o 0 O N a) O d U N (0 N Z (0 0 O C a) o C 0 n 0 a) Z Z (0 c o cc c c 0!) o O (0 o N T N 0 a) a E L 0- N c Q 0 E 3 O co c O a) a a) 3 Lc) T6 C) N C 'C a O a) O O A 15 O a) O E O 1) O a) O 0 C C tO CO O y r r O O T N N N L C C .0 y a) C c) O 0 0 0 0 0 0 r aj O tf) O O N a) U V to y CO c O O co j O E _O O C tf) O O to N N y N C C d N E o 1L o =00 D c)a) oo r) c O c a) O0E EA M y O O 3 V to E E c 0 0 0 0 O E 0 C C U a) O cu_ C C c 13 V L _c .C O a) a C 0 L O O 7 a) L L m O O L CD C O O (0 a)L E o, c c c 2 Q) O O O d -a o v a) a a) a) a) Y 0 O CO all f0 O m n 0) 2 co (0 N r, Q 11) NUMBER OF PERSONS WITH MODERATE OR SEVERE ALZHEIMER'S DISEASE FOR THE LAKEVILLE MARKET AREA DAKOTA COUNTY COMMUNITY DEVELOPMENT AGENCY, EAGAN, MINNESOTA 7f11fl AnIn ?n1 NI(1) N a co N E .Q N N to O N (O O w N M O) 1`.- r N O CO (O Nr 1 O) N O) N CO N N O) M M (O o CO (o CD R3 CD O r- 1� 0/ O) a) V co O a) N. Number of Persons with Alzheimer's Disease Who Will Be Cared For Outside Their Home VZ'9 69 60 5886 £V 90'9 9Z£L £l 9 Number of Persons with Alzheimer's Disease' to O o0 O) Cn CO O) CO M 'tt c M CO O N C') OJ T N N V LC) 6C) N C) M (n t1) 1` 0) •::f' N CO 1` O -;r' CO V 0) N N to N M O) 1` t1) f` Nt C O C0 7 0 0 CL CO r N N N M N N CO N N r- ti t1) M N 't7 CO LC) CO (D u) .c '4' V' tr O O N- ti CO d' O O CO M M N CO Percentage with Moderate or Severe Alzheimer's Disease .,,,i.• 0 0 (O M Lo O N 0 0 tC) co 0 0 0 0 0 (O M to O N tt') cci C a) C E Q c) O r O N 0) O) co N. t Li') O LC) (O ti ti 00 O co 0 CD F- to c O N O) v O) 'V CO h- 1 (0 u) O t1') O co CO 1` 1` co (t 0 1— c O co E 3 0 a) a E U (o L c c0 C �3 O O c0 0 'O c a a to c O U N U O C O N Q a) E O a N 4) co a) c tY O c c a) 7 CD o w w y o o Ea) O L N U Q 0 o O O D .0 co N N a o E O U U U C 0 2 c N 3 0 N a) U c N O in 0 D a) a) p co to t1) N N C C O O O O O O VI V> V c c CO CO O O O N C c O O Lri to M fA v O O E E o O U U C C U -C t 0 N 7 L L 0 0 c (0 0 L L O O c N CO m co L (0 a) O co a) U a) O O a) U) a) U) a) a) U c U N (0 (0 0 U F_ o co N 01 cts E N W ai c c N 0 ,U a) (n E c (0 r E N Q a) 2 7 O L7 FOR THE LAKEVILLE MARKET AREA DAKOTA COUNTY COMMUNITY DEVELOPMENT AGENCY, EAGAN, MINNESOTA Nursing Home Demand 9 LOZ 6E'$E Nursing Home Demand 3 00 1- (.fl u) CO NNM Cr) (O f- Ou, a) 00 of ao 1- f- N CO r- N Assisted Living Demand I PZ 0£ £67Z Assisted Living Demand 2 ti nt Number of Persons with Alzheimer's Disease who wiii: be Cared for Outside of Their Home 1 O1' 05 LE Number of Persons with Alzheimer's Disease who will be Cared for Outside of Their Home 1 t71:1. Z6 t76 ZO LI• 08 I I Number of Persons with Alzheimer's Disease 191.04 168.00 Number of Persons with Alzheimer's Disease 95.99 56.73 29.79 29.75 37.13 01.02 <$15,000 $15,000 $24,999 $25,000 $29,999 $30.000 $34.999 4 Total <$35,000 $35,000 5 Total $35,000 S 1. 0Z rn CS) a) O) O) a) C) O rn a) 0 a) O ovof -aai ONN co cm O O cA cf) cR EH V' Lc, i 1 1 to 1 00 ft 0 0 00 To V 00 00 O cf) to O LIi H r N CO CO ell Eil CO 69 000 O 0 0 O 0 t* (0 ca O L_ 3 N C O C a C w 5 1 O C a C C a) y c9 e 5 a m c9 m 0 7 3 0 f0 3 c E a a a) )7C C C 2 f0 f0 0 o. O a) a a a a) a) r O O C O N 2 o v L V n o Y U) LC) a ccn V E N N CC a) Q C C Vl N O O O O o C O i Jl1') N v :e:(1) �M a a a a a D co O c0 c0 0) a) �f w 0 c0 N O O C U C c co -a co N co o t r0 l.. p E E O O c0 'C a) N 1 O o o c0 E aLc O 5 a) 2 a 69 M d a N O N V (1) c 0 c Q O d: O O op N O O xi a) a) U U t7.5 a' a) m a -a c a) _0 0 0 O o 6 N Q O c c c c0_ E a) a) N a) U d a) w O O 5 .V a) a) a) c a n rn Z 0 0 o O a) 0 0 0 O 0 CU a 3 E c N a) a) a) a) n) a) c0 E rn c t L E c N C a) E E O co O C O C Q S X X N a O O 6 0) a) cn n a u) u) E m a a (0 (0 Q Q m m '0^ N O N V/ DEMAND FOR ML JRY LOSS UNITS SUPPLY ALLOCATION OF GENERAL ASSISTED LIVING UNITS FOR THE LAKEVILLE MARKET AREA 1-1 1-1r1. J I I-1 1+t1lJ11 1 1 VV1VIIY1LJ1'41 1 1 IJL V LL'.Jr nil CIN 1 Hl7CIV T EAGAN, MINNESOTA Number Of Units Estimated To Be Serving Persons From The Market Area And Outside The Market Area Subsidized I 0 0'6 a ;ea ;a�Jeyy O Lf) C:.) Ln C) ,r) (7 r v C v -r CD O 0'814 O O �a O C Q o N C C O (9 O 5 O O r O C) C•L) Y O 0) (0 O r-) O -.e O O r•) Number Of Units Serving Persons From The Market Area Subsidized C7 0 G 0 C. 0) O 0 0 £'9 Market Rate 7 i. CO U') c") Q) N r) CO O r) 9'Z8 c, E O •E Q C 5 -ft o N O v Q L o� O O o O O I` 0 O O ti 0 O O I- 0 O O I.- 0 O O N 0 O O Total Number Of Units Subsidized c C O co O O M Q) Market Rate 1...7• -.7 t` V' (N1 814 /i ;ilped U C an C V J N In N CI)" Z Q g c O E .S Ec U LL U C 0) C J N V) ()Z Q g C O E Ec U LL U c O) C d' J N u) toZ .,k 2 c O E .s Ec U ll. d (■1 Z U 2 C O .5 .':E I— LL J Q a" Y g [O(1) (n 5 v )Y J..: J co :13 713 U) U) Z 2 rY co an c O J O O to L Z y 5 a C c E O E O C TOTAL a) z SUPPLY ALLOCATION OF MEMORY LOSS ASSISTED LIVING UNITS FOR THE LAKEVILLE MARKET AREA DAKOTA COUNTY COMMUNITY DEVELOPMENT AGENCY EAGAN, MINNESOTA Number Of Units Estimated To Be Serving Persons From The Market Area And Outside The Market Area pazlpisgns O C7 I 0'0 Market Rate Q C7 V l CV 0 O o CO F- L- F U Q C j .O 4- ca C O 0 09 Number Of Units Serving Persons From The Market Area Subsidized 00 00 0'0 Market Rate 99L c O .0 0 C7 u_ C d y es es N O a) Q a %0 "OL %0'0L Total Number Of Units Subsidized 0 0 O a;ej ;a )tJe N CJ 6Z A ;Illaed Highview Hills By Walker -Memor Lakeville, MN 55044 Peaceful Mind Homes LLC Rosemount, MN 55068 TOTAL U C a) a) a x a) N 0 a) n c 0 f0 0 w a) a) L U N 1- a) -c O N fp N N 7) c N CD U fU tl) a) U SUMMARY OF SUPPLY AND DEMAND T; L.Ar:EviLL_t MAIKKET AREA DAKOTA COUNTY COMMUNITY DEVELOPMENT AGENCY, EAGAN, MINNESOTA 2010 0 E__. cn W Z f/) Z 2 O V 0 W ti V v Cl v M r M SUMMARY OF SUPPLY AND DEMAND FOR INDIVIDUALS FROM THE MARKET AREA AND FROM OUTSIDE THE MARKET AREA o C) a) m Z S 2 N y a) -o t a) c ti l c0 a) Q c0 2 co cv E a) a) N Y a) L Q f0 O O 2 O 1 7 r' Q M O cn a) c0 F-- w C a N Q E (fj D .5 Y Q Q C O (6 M CO O SUMMARY OF SUPPLY AND DEMAND FOR THE MARKET AREA T f, N d C C d a) Q E�a,a' _o a) a) Y Q o 0 2 c-) V J O N cn C O E a) Y u) N co a) Z c -c D i c:� N 0 c0 a LL co General Assisted Living Market Rate General Assisted Living Subsidized Memory Loss Assisted Living Market Rate Memory Loss Assisted Living Subsidized be found on pages 36 and 37 from outside of the market area. SUMMARY OF SUPPLY AND DEMAND rnR TI -IGI L1I( VIIIFanniD I T A�2�n DAKOTA COUNTY COMMUNITY DEVELOPMENT AGENCY, EAGAN, MINNESOTA 2015 I— 0 Ill Lij C.) D 0 w 0 2 q co) SUMMARY OF SUPPLY AND DEMAND FOR INDIVIDUALS FROM THE MARKET AREA AND FROM OUTSIDE THE MARKET AREA m 3 e E z Elk 2 04/ o-) -o 2 A n 2 272- O o O CO 2 a r /2 7- II c O O 2 \2 2 2 SUMMARY OF SUPPLY AND DEMAND FOR THE MARKET AREA s k =ca=< e (1:3 e f 0 12 e N-\ q/ ƒ n 7 0) z n e CO Q o e co -o 2 General Assisted Living Market Rate General Assisted Living Subsidized Memory Loss Assisted Living Market Rate Memory Loss Assisted Living Subsidized 2 The demand assumes 70 percent of the total units will be filled by persons from the market area and an additional 30 percent will be filled by persons The number of units serving the market area were allocated according to the researcher's definitions based on typical market experience and can be found on pages 36 and 37. from outside of the market area. Health Planning Management Resources, inc. Prime Professional Center 4970 Lincoln Drive Edina, Minnesota 55436 -1095 UPDATED DEMAND ANALYSIS FOR AFFORDABLE INDEPENDENT SENIOR HOUSING IN DAKOTA COUNTY PREPARED FOR: DAKOTA COUNTY COMMUNITY DEVELOPMENT AGENCY (CDA) EAGAN, MINNESOTA PREPARED BY: HEALTH PLANNING MANAGEMENT RESOURCES, INC. EDINA, MINNESOTA DECEMBER 2010 Market Areas Market Area Population INTRODUCTION AND OVERVIEW Dakota County was segmented into 15 market areas for the purposes of this analysis. These are the same market areas that were used in the previous analysis. The market segments are presented in a list at the end of this introduction. The population and demand tables are followed by a detailed inventory of the existing subsidized independent and congregate housing located in Dakota County. Following the demand analysis tables, is a section regarding trends in the development of senior housing in the metropolitan area. The researchers interviewed key personnel at major metropolitan area housing developers, which included Presbyterian Homes and Services, Ecumen, Ebenezer, Walker Eldercare Services, Augustana Care Corporation, and Benedictine Health Care System. The purpose of the interviews was to explore the trends that they are experiencing in senior housing delivery, what their organizations envision for the future, and how is the provision of senior housing changing over the next decade. That section summarizes conclusions and /or specific comments that were made. Table One is the total population of each market area. It is important to note that the northern portion of the Northfield zip code is in Dakota County. Since Northfield is not part of any of the market areas, the market area total at the bottom of the chart is slightly le than the Dakota County total. Table Two is the total senior population (persons age 65 and over) and the senior population as a percent of the total population. Table Three is the total senior households (persons age 65 and over) in each market area. 1 The reader should note the following: Total population growth continues in Dakota County. Dakota County is projected to grow by 4.7 percent between 2010 and 2015. However, three of the markets have projected growth of 10.0 percent or greater Greenvale, Lakeville, and Rosemount. The population age 65 years and older, is projected to grow by 29.6 percent in Dakota County from 2010 to 2015. The highest percentage of increase was in Lakeville, which increased by 57.4 percent. The number of seniors in Lakeville is projected to grow by 1,823 persons from 2010 to 2015. However, in both 2010 and 2015, Lakeville has the smallest percentage of its population aged 65 and older. Two market areas Greenvale and Mendota Heights have a higher percent of seniors as a percent of total households in 2010, than the State of Minnesota (20.6 percent). In 2015, four market areas (Greenvale, Mendota Heights, and West St. Paul) exceed the State of Minnesota (22.8 percent). In Dakota County, seniors as a percent of the total households, is projected to grow from 15.1 percent in 2010, to 18.2 percent in 2015. Market Area Demand for Affordable Senior Housing Table Four reflects the demands for subsidized independent congregate housing for the defined market areas for 2015. This assumes that six percent of persons between the ages of 65 to 74 will access affordable independent senior housing, while 30.0 percent of persons over the age of 75 will use this option. The demand reflects adjustments for home ownership, e.g., estimated income realized from the investment of proceeds from the sale of a home. It also reflects estimated demand for adult children who would relocate parents to Dakota County and who would need financial assistance. 2 It 60 -unit developments are the average size of a development for Dakota County ODA, 24.5 projects could be filled by 2015. In a traditional market study designed to focus on a particular market in the metropolitan market area, researchers commonly assume that 70 percent of the project would be filled by persons from the market area and another 30 percent from persons outside of the specific geographic area. If the evidence from the survey were not available, and that assumption was applied to Dakota County, there would still be a demand for 777 additional units of affordable housing in 2015, which would be 13 projects at the average size of 60 units. 3 Apple Valley Market Area Apple Valley City Burnsville Market Area Burnsville City Eagan Market Area E:agan City Farmington Market Area Farmington City Castle Rock Township Empire Township Greenvale Market Area Greenvale Township Sciota Township Waterford Township Hampton Market Area Hampton City Hampton Township New Trier City Hastings Market Area Hastings City Douglas Township Miesville City Ravenna Township Marshan Township Nininger Township Inver Grove Heights Market Area Inver Grove Heights City Lakeville Market Area Lakeville City Eureka Township DEFINITION OF MARKET AREAS 4 Mendota Heights Market Area Mendota Heights City Lilydale City Mendota City Sunfish Lake City Randolph Market Area Randolph City Randolph Township Rosemount Market Area Rosemount City Coates City South St. Paul Market Area South St. Paul City Vermillion Market Area Vermillion City Vermillion Township West St. Paul Market Area West St. Paul City Dakota County Market Area Dakota County TABLE ONE TOTAL POPULATION AND PERCENT CHANGE IN THE TOTAL POPULATION 2010 AND 2015 Market Area 2010 Total Population 2015 Total Population Percent Change Apple Valley 49,746 51,238 +3.0% Burnsville 59,200 59,358 +0.3% Eagan 64,708 65,888 +1.8% Farmington 24,095 26,440 +9.7% Greenvale 1,921 2,113 +10.0% Hampton 1,705 1,793 +5.2% Hastings 28,461 30,654 +7.7% Inver Grove Heights 33,968 35,987 +5.9% Lakeville 58,710 64,792 +10.4% Mendota Heights 12,980 13,223 +1.9% Randolph 939 988 +5.2% Rosemount 22,463 25,196 +12.2% South St. Paul 19,624 19,573 -0.3% Vermillion 1,894 1,999 +5.5% West St. Paul 19,063 19,105 +0.2% Market Area Totals' 399,477 418,347 +4.7% Dakota County 400,203 419,147 +4.7% Source: Claritas, Inc. The defined market areas for this study did not include the northern portion of Northfield City, which is in Dakota County; therefore, the total of all the market areas do not represent all of Dakota County. TABLE TWO TOTAL SENIOR POPULATION (65 AND SENIORS AS A PERCENT OF THE TOTAL POPULATION 2010 AND 2015 0 0 0 00 CO N N N (C?`"). 0 0 (D N r r N 0 0 0 0 CO N N N 0 0 0 N O N- N r r 0 0 'Cr. CO r r M r 0 0 CO N O N \o \o \o 0 0 0 N in CO r N 6) T- r \o \o 0 0 0 CD N 1--: M M r r \o 0 0 0 O CD 1- 4 N 1. r c \o 0 0 0 co r 00 6) M o0 r r \o \o 0 0 0 (f) N N C) O r r (NJ \o 0 0 0 (D CO Oo r r o o 0 �t N 10 6 O CD X 0 0 0 r N (D N r r 0 0 0 O N d' N O U7 r r 0 0 0 r (f) r 1- r r r r 0 0 0 N 0 CO N O 00 r r r 0 0 o o CO N 1.: 6) 0) 85-'-' 0) N: CO co N CO 10 N r d (fl CO N N CO N. (n O 1� N CO C0 a O Nr N 4 6 00 r r CO N V ;',72. 6 00 1` r CO o o CD (D 6 6 N N CO 1 N 0 h .4' r Cn 1� CD N 0 r 0) O N N N U) 10 0 CO CO 0 N W1 O V' CO (n 61 CO (n N r (n r N (Ni N N CO V Nt CO CO CO N 00 N C) (D N 0 N CM r-- N 4 co 6) co 0 N (D O co r 10 N, r O O 1� t7 V' co co M LO co (0 N O r (n N c- N. O r M v- 10 N CO- M CO 10 10 M M a) 70 a) N C cts Q 0) Q 7 (0 <COW C O m C C Q c N E CO (0 L- (92 le L ZT (T 2 0) O a) c N a) Y N f0 2 ELI L 0) 1 E co Q p 6 p a) C C w a (0 O 2CCCC 7 CO Cl- CL C O L N O N co> o) 1 E. N 7 a) O Q U Y O CO 0 20 Source: Claritas, Inc. TABLE THREE TOTAL SENIOR HOUSEHOLDS (65 AND SENIORS AS A PERCENT OF THE TOTAL HOUSEHOLDS 2010 AND 2015 2015 Seniors As A Percent Of Total Households 0 0 N 1`-- r I� 00 t1 r r r 0 0 0 CD r-- (O CO CO N r N N 0 0 0 CD 00 CO r 00 C) N r r 0 0 0 0 0 0 r CO r N N (O CO N r 0 0 0 0 0 0 r LO N N N 0) N N N 0 0 0 N N 00 00 r r 2015 Total Households A 0 CO r Nr N CO V LO O) L() I- N N O) N O) O) CO 0 N- CD CA CO N- CO I- N N Nr N 0) r V O r r N CO r N O L0 10 CO CO N• LLB CO N- 0) r LO CO CO N CO CO CO CO 0 O N r CD 0) 00 CO U) LC) r A- 2015 Total Senior Households N r LO I- ti 0 CO U) (0 co M N CO Nr Nr CO Nr N r r r N 00 CO CO CO NrC003 N N N V O N• 0 0) (D I-- co r r tt LO 0 N LO CO 00 r Lo r N CO CO CD CO co O) CO CO N N 2010 Seniors As A Percent Of Total Households 0 0 0 CO Lo CO Ch Ln o r r r 0 0 0 (O LO U) o O) r N r 0 0 0 0) (D r 00 Ln co; r r r 0 0 0 O CO (O O) CA ci N r r 0 0 0 'Cr N 'I' o O) r N r N 0 0 0 0 r r LO LO r r 2010 Total Households O) CO CD N 10 N I. O CO CO 'cr r N N r r 10 r r O) N I� L() 00 O I■ r O) L0 r •cr N O O co 00 r r r O I,- N r N N r co It) Ln V fV 0 N- N r co f— 00 00 co N CO LO N 10 O O 10 Lf) r r 2010 Total Senior Households O) O) I` 0) r LO N• N. LO N CO (N Nr CO CD U) Nt r O) r r 03 CO N- I- CO O 0) 0 O) r N r O cr LO CO O N NI- O r r O) CO N CO N O) CO r CO r N N NY 0) Nr CO I- N N N N eaay;a )iae j A a) o CD Q E p) (2 as <c0 W o a) o E% E co L (o u_0_ CD -c 0) m a) CCD C9— a) Y co co =E_1 U) co 4) c 0_ o o o E c U) a) as O lac O 5 (o a c d .o o a) V)> -U) O To c co 2 0 U m i Y co 13 20 0) 0 0) 0) .0 T 0 U (o 0 03 0 t U U a) L 0 Z O C t 0 C2 c O U O (13 C 0) Y L (o N p U C O 0) c U) a) L 0 U) 0 L (o 0 Y f 6 E a) (0 L -0 co 0) `4- c o a 10 1 a) N I- Source: Claritas, Inc. TABLE FOUR PRELIMINARY PRIORITY LIST FOR SUBSIDIZED INDEPENDENT LIVING /CONGREGATE HOUSING (ADJUSTED FOR HOMEOWNERSHIP) IN THE DEFINED MARKET AREAS AND DAKOTA COUNTY 2015 Total Demand for Subsidized Units Minus Existing Units Plus Demand From Adult Children Needing Housing for Older Parents) M M LC) CO LA 0 r C) N N O h h N r LC) CO N to r r r r CO O N C) r 0 r e- in LO h r N e- N CO CO er CO r N 0 0 C ":t C 0 4— d 3 d C C c6 1) '0 O C L N cu 0 O Z 0 8 1 32 1...1 W N- O CO O N CO N N N 't 0) (.0 CO 00 r N. O Cr N r r N M 'Cr N LO CO (0 r I I� 00 r CO N LC) LO r a-- 73 75 C N 7 C co C CI 0 y c (y 0 y O i• D X I- 0 W V' C01 r c0 C0 1 r i (NI 1-- r a- r r 1 N- M 0) r r 0 r L() CO LO r a N- c0 N 'TT LO N r N M N 0 r CL CL :11 Ill N CO LO CO Cr V N r N ti 0 0 0) N 0) CO r N N r N 0 0 M 0 CO r 0 0 LO N- er r 0) 0) V' r r N N 00 r 0) 0 00 r r LO r r 00 r r 0) N r— N CO r (N r r LO CO CO CO 0) CO c0 0) O N N CO N` (0 N V O O N N O d• CO N C) r O r o r cr r ti r r 0 0 r •t 0 N- r- N 0 N N- 0) r r rci LJ iiiaii ery-Low, ar ig Demand Homeow Very -Low r 00 0) 0) (0 0) r CO CO (0 N CO N LO r OO CO r N e• V' CO c7 (0 CO 0) V r r N- LO 10 0) 0) O N 00 N (0 r 0) et LO 4 a) 0) LO 0) co V 0) N V (0 LO CO LC) CO 0) LO r CO N- O 0 0) 0) easy ta»1 I/i 1 CL) O (0 c n E a) C1 C N <caw C O N TO E E N (a u 01 N 0) CD O a) c O— a) Y (6 p 2 _J N a) j (a Q O O O E c 0 O co O 2rY cC CO CIS a C a O D E O a) C1) CO O C CO c N O 0 N 13 s- Y N 0 a) N a) CO co a) C a) v) 4) a) N Q Q a_ a) Q O c E cC oo c CL O 2 O O E O U N C U C N O O U 2 (D O ?i 2 o O 4) Cn o O Q C a) N U L (0 w CO O 0 (B L.) O O C a) as U N L a a) Q L LO a) O L a) E w O O Y C1 C Q a) C6 2 -a eL L0 O 4 0 C ZT 0 0 W N -a (0 m N Z 1 The income categories of <$20,000, $20,000-$34,999, and $35,000-$49,999 were used to calculate the demand. The table was completed using 2015 population estimates for adult children. PROFILE OF SUBSIDIZED INDEPENDENT AND CONGREGATE HOUSING IN DAKOTA COUNTY DAKOTA COUNTY CDA, EAGAN, MINNESOTA DECEMBER 2010 trHVE 1 yr t) I� Services /Amenities Available for Purchase Through Building 1 -Meal /Day, Laundry, Linen, Housekeeping, Garage: $50 /Month, Assisted Living Package for Purchase or A la Carte Underground Heated Parking: $45 /Month Underground Heated Parking: $45 /Month Underground Heated Parking: $45 /Month, Congregate Dining Site Underground Heated Parking: $45 /Month, Congregate Dining Site Services /Amenities included in Rent Package Emergency Response System, Activities, Scheduled Transportation, Utilities Emergency Response System, Utilities Except Electricity Smoke Free Property Emergency Response System, Utilities Except Electricity Emergency Response System, Utilities Except Electricity Emergency Response System, Utilities Except Electricity Type of Room Available 179: 1- Bedroom 571 -818 s.f. 23: 2- Bedroom 728 -1,275 s.f. 6: 3- Bedroom 1,162 -2,000 s.f. 30: 1- Bedroom 661 -732 s.f 30: 2- Bedroom 858 -1012 s.f 41: 1- Bedroom 630 -650 s.f. 19: 2- Bedroom 900 -964 s.f. 32: 1- Bedroom 625 -700 s.f. 18: 2- Bedroom 750 -1,000 s.f. 37: 1- Bedroom 625 -700 s.f. 23: 2- Bedroom 750 -1,000 s.f. 03 L CZ CO CO 01 0L02 LOOZ 9661. I66L Percent Occupied on the Day Contacted 100.0% (72) 12/2010 96.7% (58) 12/2010 96.7% (58) 12/2010 98.0% (49) 12/2010 OLOZ /ZI (69) %£'96 CO C.0 CD LO 0 0 AlilPed Apple Valley Villa 14610 Garrett Avenue Apple Valley, MN 55124 Cobblestone Square 15847 Emperor Avenue Apple Valley, MN 55124 Cortland Square 7385 157` Street Apple Valley, MN 55124 Orchard Square 7375 157` Street West Apple Valley, MN 55124 Eagle Ridge Place 12600 Eagle Ridge Drive Burnsville, MN 55337 PROFILE OF SUBSIDIZED INDEPENDENT AND CONGREGATE HOUSING IN DAKOTA COUNTY DAKOTA COUNTY CDA, EAGAN, MINNESOTA DECEMBER 2010 it (PAGE 2 OF 7) Services /Amenities Available for Purchase Through Building eUON Underground Heated Parking: $45 /Month Underground Heated Parking: $45 /Month Underground Heated Parking: $45 /Month, Congregate Dining Site Underground Heated Parking: $45 /Month Services /Amenities included in Rent Package Emergency Response System, Utilities- Except Electric Emergency Response System, Utilities Except Electricity Emergency Response System, Utilities Except Electricity Emergency Response System, Utilities Except Electricity Emergency Response System, Utilities Except Electricity Smoke Free Property Type of Room Available 42: 1- Bedroom 540 s.f. 46: 1- Bedroom 625 -700 s.f. 20: 2- Bedroom 750 -1,000 s.f. 30: 1- Bedroom 660 s.f. 30: 2- Bedroom 890 s.f. 44: 1- Bedroom 625 -700 s.f. 21: 2- Bedroom 750 -1,000 s.f. 29: 1- Bedroom 670 -726 s.f. 26: 2- Bedroom 800 -975 s.f. 4— rd Ca L ct CD 9666 6666 b00Z 2666 800Z Percent Occupied on the Day Contacted 100.0% (42) 12/2010 100.0% (66) 12/2010 100.0% (60) 12/2010 100.0% (65) 12/2010 0 60Z /Z 6 (99) %0' 00 :t U RS CI CZ C I 'T CO CD 0 CD LO CD LO LO A;llloe: Ebenezer Ridge Point 13800 Community Drive Burnsville, MN 55337 Park Ridge Place Burnsville Parkway Burnsville, MN 55337 Lakeside Pointe 1220 Town Centre Drive Eagan, MN 55123 Oakwoods of Eagan 2065 Park Center Drive Eagan, MN 55123 Oakwoods East 2061 Park Center Drive Eagan, MN 55123 PROFILE OF SUBSIDIZED INDEPENDENT AND CONGREGATE HOUSING IN DAKOTA COUNTY DAKOTA COUNTY CDA, EAGAN, MINNESOTA DECEMBER 2010 (PALit S Ulf) I� Services /Amenities Available for Purchase Through Building Underground Heated Parking: $45 /Month 8UON auoN Underground Heated Parking: $45 /Month, Congregate Dining Site auoN Services /Amenities included in Rent Package Emergency Response System, Utilities Except Electricity Emergency Response System, Utilities Utilities- Except Electric Emergency Response System, Utilities Except Electricity Emergency Response System, Utilities algellenv wool to edi(1 38: 1- Bedroom 625 -700 s.f. 27: 2- Bedroom 750 -1,000 s.f. 36: 1- Bedroom 600 s.f. 1: 2- Bedroom 625 s.f. 54: 1- Bedroom 6: 2- Bedroom N/A s.f. 27: 1- Bedroom 625 -700 s.f. 13: 2- Bedroom 750-1,000 s.f. 109: 1- Bedroom 480 s.f. Ca 2661. £866 8L6• £666 8L66 Percent Occupied on the Day Contacted 96.9% (63) 12/2010 97.3% (36) 12/2010 100.0% (60) 12/2010 0 60Z /Z (6E) %5'L6 98.2% (107) 12/2010 tv CS) 0 Am O'Leary Manor 1220 Town Center Drive Eagan, MN 55121 Red Oaks Manor 315 Spruce Street Farmington, MN 55024 Spruce Place 300 Spruce Street Farmington, MN 55024 Mississippi Terrace 301 Ramsey Hastings, MN 55033 Oak Ridge Manor 1199 Bahls Drive Hastings, MN 55033 PROFILE OF SUBSIDIZED INDEPENDENT AND CONGREGATE HOUSING IN DAKOTA COUNTY DAKOTA COUNTY CDA, EAGAN, MINNESOTA DECEMBER 2010 (PAGE 4 OF 7) Services /Amenities Available for Purchase Through Building Underground Heated Parking: $45 /Month Underground Heated Parking: $45 /Month Underground Heated Parking: $45 /Month, Congregate Dining Site auoN Underground Heated Parking: $45 /Month Services /Amenities included in Rent Package Emergency Response System, Utilities Except Electricity Emergency Response System, Utilities Except Electricity Emergency Response System, Utilities Except Electricity Emergency Response System, Utilities Emergency Response System, Utilities Except Electricity Smoke Free Property Type of Room Available 36: 1- Bedroom 664 -712 s.f. 27: 2- Bedroom 858 -942 s.f 38: 1- Bedroom 22: 2- Bedroom 819 -1081 s.f. 34: 1- Bedroom 625 -700 s.f. 17: 2- Bedroom 750 -1,000 s.f. 39: 1- Bedroom 540 s.f. 45: 1- Bedroom 715 s.f. 42: 2- Bedroom 930 -975 s.f. III CD SOOZ ZOOZ t766 I. LOOZ 600Z Percent Occupied on the Day Contacted 98.4% (62) 12/2010 96.7% (58) 12/2010 94.0% (47) 12/2010 94.9% (37) 12/2010 100.0% (87) 12/2010 0 ccs rD. RS 0 CO CO CD (..0 CD In CS) CO 1 CO Atllloed 1 Rivertown Court 1791 South Frontage Road Hastings, MN 55033 Cahill Commons 5840 Cahill Avenue Inver Grove Heights, MN 55076 Carmen Court 5825 Carmen Avenue Inver Grove Heights, MN 55076 Prairie View Heights 8121 College Trail Inver Grove Heights, MN 55076 Crossroads Commons 17725 Glasgow Avenue Lakeville, MN 55044 PROFILE OF SUBSIDIZED INDEPENDENT AND CONGREGATE HOUSING IN DAKOTA COUNTY DAKOTA COUNTY CDA, EAGAN, MINNESOTA DECEMBER 2010 i� (PAGE 5 OF 7) 1 Services /Amenities Available for Purchase Through Building aUON Underground Heated Parking: $45 /Month Underground Heated Parking: $45 /Month, Congregate Dining Site Underground Heated Parking: $45 /Month, Congregate Dining Site Underground Heated Parking: $45 /Month Underground Heated Parking: $45 /Month, Congregate Dining Site Services /Amenities included in Rent Package Utilities- Except Electric Emergency Response System, Utilities Except Electricity Emergency Response System, Utilities Except Electricity 1 Emergency Response System, Utilities Except Electricity Emergency Response System, Utilities Except Electricity Emergency Response System, Utilities Except Electricity Type of Room Available 23: 1- Bedroom 540 s.f. 1: 2- Bedroom 740 s.f. 34: 1- Bedroom 17: 2- Bedroom 920 -100 s.f. 44: 1- Bedroom 625 -700 s.f. 20: 2- Bedroom 750 -1,000 s.f. 28: 1- Bedroom 630 -690 s.f. 12: 2- Bedroom 930-1,021 s.f. 40: 1- Bedroom 664 s.f. 20: 2- Bedroom 804 -913 s.f. 30: 1- Bedroom 625 -750 s.f. 14: 2- Bedroom 750 -1,000 s.f. CO f CD 9966 600Z 9666 0666 L666 CON L666 Percent Occupied on the Day Contacted 100.0% (24) 12/2010 98.0% (50) 12/2010 95.3% (61) 12/2010 97.5% (39) 12/2010 98.3% 12/2010 0602/Z6 (bb) %0 CSS 'Cr Apiped Fairfield Terrace 20720 Holt Avenue Lakeville, MN 55044 Mainstreet Manor 8725 209` Street West Lakeville, MN 55044 Winsor Plaza 20827 Howland Avenue Lakeville, MN 55044 Parkview Plaza 730 South Plaza Drive Mendota Heights, MN 55120 Village Commons 720 Linden Street Mendota Heights, MN 55118 Cameo Place 3103 Lower 147 Street Rosemount, MN 55068 PROFILE OF SUBSIDIZED INDEPENDENT AND CONGREGATE HOUSING IN DAKOTA COUNTY DAKOTA COUNTY CDA, EAGAN, MINNESOTA DECEMBER 2010 (PAGE 6 OF 7) Services /Amenities Available for Purchase Through Building aUON Congregate Dining Site Congregate Dining Site 1 Underground Heated Parking: $45 /Month, Congregate Dining Site Underground Heated Parking: $45 /Month Underground Heated Parking: $45 /Month Services /Amenities included in Rent Package Emergency Response System, Utilities sa!l!I!ffl sa!;!IUfl Emergency Response System, Utilities Except Electricity Emergency Response System, Utilities Except Electricity Emergency Response System, Utilities Except Electricity Smoke Free Property Type of Room Available 38: 1- Bedroom 600 s.f. 1: 2- Bedroom N/A s.f. 165: 1- Bedroom N/A s.f. 132: 1-Bedroom N/A s.f. 31: 1- Bedroom 664 -703 s.f. 25: 2- Bedroom 868 -1016 s.f. 28: 1- Bedroom 713 s.f. 12: 2- Bedroom 880 s.f. 30: 1- Bedroom 715 -835 s.f. 24: 2- Bedroom 945 -1010 s.f. ca £966 ZL66 6966 LOOZ 9661. Opening 2011 Percent Occupied on the Day Contacted 060Z /Z6 (6£) %0 060Z /Z6 (996) %0 100.0% (132) 12/2010 100.0% (56) 12/2010 100.0% (40) 12/2010 Under construction CrS 6£ 991. 01 10 "5 0 ".5 v Facility Rosemount Plaza 2900 West 145 Street Rosemount, MN 55068 John E. Carroll 300 Grand Avenue West South St. Paul, MN 55075 Nan McKay 200 Marie Avenue South South St. Paul, MN 55075 Dakota Heights 337 15 Avenue North South St. Paul, MN 55075 River Heights Terrace 1720 Thompson Avenue South St. Paul, MN 55075 Thompson Heights 1350 Thompson Avenue South St. Paul, MN 55075 PROFILE OF SUBSIDIZED INDEPENDENT AND CONGREGATE HOUSING IN DAKOTA COUNTY DAKOTA COUNTY CDA, EAGAN, MINNESOTA DECEMBER 2010 (PAGE 7 OF 7) Services /Amenities Available for Purchase Through Building Underground Heated Parking: $45 /Month Garage 1 au oN Underground Heated Parking: $45 /Month Services /Amenities included in Rent Package Emergency Response System, Utilities Except Electricity Utilities- Except Electric Emergency Response System, Utilities- Except Electric Emergency Response System, Utilities Except Electricity Type of Room Available 27: 1- Bedroom 625 -700 s.f. 15: 2- Bedroom 750 -1,000 s.f. 12: 1- Bedroom 4: 2- Bedroom N/A s.f. 60: 1- Bedroom 550 s.f. 42: 1- Bedroom 640 -730 s.f. 17: 2- Bedroom 820 -1,035 s.f. CO Z666 9966 8866 t700Z Percent Occupied on the Day Contacted 060Z/Z6 (Zb) %0 87.5% (14) 12/2010 100.0% (60) 12/2010 100.0% (59) 12/2010 98.7 (2,067/2,095) co co Zb 96 09 69 6b1`Z A;illoed I Haskell Court 140 East Haskell Street West St. Paul, MN 55118 Kruse Street Limited Partnership 1275 Kruse Street West St. Paul, MN 55118 Mount Carmel Manor 1560 Bellows Street West St. Paul, MN 55118 The Dakotah 900 South Robert Street West St. Paul, MN 55118 TOTAL o U g N m C to C O O _C 0 o a) c c6 2 U) a) o o N co N v- U '5 (1) U c o Q O (o f6 E 2 O 0 c o a) c E c co a) a) E c- 0 co a) o co a) p C �p Q p Q1 C N O N E Y 0_ O O O a) 0 a p 5 c (0 co c6 D U o o c co c Er) a) c U) '7 o 0 o -C 0 a) E Z c O p O N D co 0 O N O O 0 Cn N 1 Total overall occupancy information only includes those facilities that are currently open or were willing to give occupancy information. Overview TRENDS IN THE DEVELOPMENT OF SENIOR HOUSING As a part of the analysis being done for the Dakota County Community Development Agency, the researchers interviewed key housing personnel at major metropolitan area housing developers. This included Presbyterian Homes and Services, Ecumen, Ebenezer, Walker Eldercare Services, Augustana Care Corporation, and Benedictine Health Care System. The purpose of the interviews was to explore the trends that they are experiencing in senior housing delivery, what their organizations envision for the future, and how is the provision of senior housing changing over the next decade. The following are summarized conclusions and /or specific comments that were made. Baby Boomer Impact Providers pointed out that the senior housing industry will not see the bulk of the baby boomer demand for another 10 to 15 years, based on the average age of persons seeking senior housing. However, the baby boomers are the decision makers for older parents seeking senior housing alternatives. Given the financial setbacks experienced by many of the baby boomers, demands related to amenities and services are likely to be more modest for a segment of the population. While one recently opened project reported that the larger two bedroom and three bedroom units were the first to fill, another provider indicated that they used to have constant vacancies in efficiencies which are now full with a waiting list, and the larger apartments are vacant longer. Some of this is likely due to the location and the age of the building. Availability of Affordable Housing for Seniors Everyone commented that this is an increasingly difficult challenge. Existing affordable housing is full and stays full for providers who have affordable housing. Waiting lists are long. No one was optimistic about any significant change in HUD funding or other related funding to help with the development of affordable housing. Several commented that it is increasingly difficult working with HUD and very few new units are available to be built in various communities. The Dakota County CDA housing 1 program was universally singled out as a tremendous asset for Dakota County. Some expressed concerns that the Cities are Tess willing or able to provide assistance through taxing mechanisms, etc. because of the financial pressure on local governments. This is further complicated by the high price of land in the metropolitan area. Persons anticipate that the need for affordable senior housing will be an ongoing growing need with no ability to be able to meet that need adequately. Senior Housing as the Community Hub for Services in a Neighborhood Several providers are developing and /or implementing models in which the senior housing development will serve as a hub in the community, and services provided for seniors living in the senior housing will move out into the community and provide support and services for older persons to remain in their own homes. One provider emphasized that it will be important to complement and fill in the gaps with existing community services to avoid duplication. Impact of Government Regulation and Reimbursement on Senior Housing and Services Providers anticipate that State regulations and reimbursement will be focused on assisting seniors to remain in their own homes (which includes affordable apartments), which means that more home -based services will be available for persons living independently with reimbursement available to pay for services to enable persons to stay in their homes. Personnel at the Department of Human Services have frequently expressed concern that older persons go into "expensive" assisted living, spend down all of their assets, and then have to leave and go to the nursing home immediately eligible for Medical Assistance, which is driving up the percentage of persons in nursing homes who are on Medical Assistance. Impact of Technology for Communication and Social Networking, Assistive Devices and Monitoring The impact of technology is and will continue to be significant, and new senior housing developments should plan for this. This includes in- apartment silent monitoring 2 technology, various forms of assistance with equipment, etc. within the apartment, and capability to interact with family and friends in other locations and to use social networks to enhance the quality of life. Work Force When the current unemployment rate recedes, there is likely to be a shortage of workers to match workplace needs. This will impact the senior services industry; however, senior housing and assisted living is preferable to nursing home for the home health aide/nursing assistant employee. In addition, the work force has /is changing significantly, and will be challenging to manage. Diversity of work force is a significant challenge in the Metropolitan area to manage, and sometimes working with the elderly make it even more challenging, e.g., language barriers. 3 Eagan 'Vlarket Area Eagan Apple Valloy Burnsville UPDATED DEMAND ANALYSIS FOR ASSISTED LIVING IN THE EAGAN MARKET AREA FOR DAKOTA COUNTY COMMUNITY DEVELOPMENT AGENCY DECEMBER 2010 Purpose of the Study Dakota County Community Development Agency (CDA), Eagan, Minnesota contracted with Health Planning Management Resources, Inc. (HP &MR), Edina, Minnesota, to complete an updated demand analysis to address the demand for assisted living in Dakota County. The researchers examined the demand for general and memory loss assisted living. This section of the report focuses on the Eagan Market Area. Presentation of Analysis The completed analysis is presented in the following sections: Definition of the Eagan Market Area Socio- demographic analysis of the Eagan Market Area and Dakota County Profiles of general and memory loss assisted living in the Eagan Market Area Demand for assisted living and Alzheimer's units in the Eagan Market Area Summary of Supply and Demand for the Eagan Market Area Definition of Senior Housing Types for Projecting Housing Demand For the purposes of this study, assisted living is defined as follows. The reader should note that "assisted living" is not a precise term that clearly defines levels of care for persons who are in assisted living. Assisted living is for very frail elderly persons with three or more limitations in activities of daily living. Persons who need assisted living are persons who need help in the daily management of their lives, as well as someone available 24 hours a day cor oversight and assistance. Persons living in assisted living are more likely to have "unscheduled" needs that arise compared to more independent housing in which persons schedule their assistance. Gerontology research has substantiated that persons who have three or more limitations in activities of daily living are at a degree of frailty that it is difficult for them to maintain themselves in the independent setting. If assisted living meets the above definition, e.g., 24 -hour staffing, it has emerged as an alternative to the nursing home for many older persons. In the past, persons who needed this level of service had no option other than the nursing home. Persons coming to assisted living generally have at least two meals per day provided and frequently, all three meals, have planned social and recreational activities, housekeeping of their living units, and some assistance with laundry and have assistance with personal care. Living units in such buildings vary in size and have included one -room, two -room suites and apartments. Some include small cooking facilities, e.g., microwave, sink and small refrigerators. In most newly designed projects, and projects for the private pay market, there are generally private bathroom accommodations for each unit. Older persons who have moderate to severe Alzheimer's disease are increasingly being taken care of in the assisted living setting, particularly those who can afford to pay privately for this type of care. The assisted living setting provides ideal circumstances for persons with Alzheimer's disease if it has specialty programming for this population. Many persons with Alzheimer's disease do not have health and /or medical needs that necessitate living in a nursing facility with 24- hour availability of this type of care. However, these persons need to be in a sheltered and structured situation. Many general assisted living facilities have older persons who are in the earliest stages of the disease and do not present the risk of leaving the facility unattended and are not a problem for other residents, e.g., going 2 into their rooms, etc. However, when persons progress to the moderate stage, they are difficult to manage in a general assisted living setting. The reader should note the above definitions are based on general market definitions. These definitions are reflected in the demand section of the report. The reader should also note these definitions are used in determining whether facilities are classified as independent congregate housing or assisted living. This sometimes differs from how the building administrator describes his/her facility and /or has it licensed. n May 2006, the Minnesota Legislature passed new language which went into effect January 2007, which sets minimum requirements for any facility that wants or wishes to call itself "assisted living This new legislation defines the minimum services that must be provided or made available by housing- with services establishments or the service providers for those establishments. No facility may call, advertise or promote itself (verbally or written) as "assisted living" unless it meets these minimum standards requirements. The researcher's definition of assisted living is consistent with the State of Minnesota's definition of assisted living, meeting the provisions of the Housing -with- Services Contract Act, and requirements of chapter 144G and the Elderly Waiver 24- hour customized living service package, which is distinguished from the housing with- services assisted living model by having awake staff (unless exempt) available in the same building as the residents, to respond to the residents needs 24 hours a day, seven days a week within ten minutes. The reader should also be aware of other definitions and programs used in the Sta :e of Minnesota. In Minnesota, a Housing- with Services establishment is a housing setting that provides sleeping accommodations to one or more adults, at least 80.0 percent of whom are age 55 or older, and offer for a fee one or more health related or two or more supportive services. Housing- with Services establishments must register annually with the Minnesota Department of Health (MDH) as a Housing -with- Services establishment. If they provide health related services, they must obtain an appropriate home health care license from the Minnesota Department of Health, or subcon`ract these services to a licensed home care provider. 3 41, Group Residential Housing (GRH) is a state funded income supplement program that pays for room and -board cost for low- income adults who live in a licensed or registered setting with which a county human service agency has negotiated a monthly fee. Room and board includes payment for shelter, fuel, raw food, L,tilities, household supplies, etc. A person eligible for GRH can receive funds of up to $846 per month to help pay for room and board costs. The Minnesota Department of Human Services, through Title XIX Home and Community Based Waiver funds, provides home and community based services to elderly individuals who require nursing services and otherwise would be institutionalized. Individuals most appropriate for this waiver include vulnerable elderly individuals who have chronic health problems, which limit their ability to function independently in the community. The waiver has two programs, Elderly Waiver (EW) and Alternative Care (AC). Until the 2005 legislative session, persons living in assisted living, who were income eligible, could access Alternative Care funding to help pay for their care. However, legislation has been passed that excludes use of Alternative Care funding in the assisted living setting. Elderly Waiver is designed to pay for assisted living services in a Housing with- Services establishment for people age 65 and older and are "at risk" of nursing home placement. Elderly Waiver (EW) is a Medicaid program that uses both federal and state dollars. To receive EW, the resident must be eligible for Medicaid. Services covered by EW include: homemaker, home health aide, adult day care, respite care, case management, personal care, adult foster care, home delivered meals, companion services, skilled nursing, licensed community residential services (customized living services or 24 -hour customized living services), chore services and special supplies and equipment, etc. The participant's health care service plan, which is developed by the county case manager and client, determines the actual amount of reimbursement under the EW program. The State of Minnesota has established maximum monthly allowances for residents on the Elderly Waiver program, but the amount received will vary for two reasons. First, each county charges a case management fee, which is paid directly to the county, and must be included as part of the monthly expense. Secondly, the county only pays for services based on the exact needs of the individual; counties do not reimburse by "packages" or "levels As of July 1, 2010, the statewide maximum rate cap for a "case mix A" client, which is the lowest level of need, using 24 -Hour Customized Living services, on the Elderly Waiver is $1,978. It should be noted that the service rate limits are an "up to" amount, and is not an amount a provider can be expected to be paid or charge for packages of allowable components of service. Authorized payments for customized and 24 -hour customized living services are individualized and are based on that person's need for each service, frequency of each service delivered, amount of each service and the provider's qualification, ability and willingness to provide that service at the set rate. Providers, who are eligible, and contract with their county to accept Elderly Waiver are eligible to offer EW customized living services. Customized living service is a package of component services, which is designed for each qualified individual, to meet the needs assessed by the County, of a person living in a qualified setting. Component services that can be included in this package are: home management tasks (meal prep, laundry, and housekeeping), supportive services (assistance with appointments, money management or transportation), assistance with personal care (dressing, grooming, bathing, eating, continence, etc.), assistance with medications, delegated nursing tasks, and active behavior or cognitive support. The 24 -hour customized living service again is individualized based on the persons needs, but in addition to the components listed, includes 24 hours of supervision of the individual to meet those identified needs. There has to be a documented need for the "24 -hour supervision in order for this to be the case; the individual must require intermittent or on -going assistance due to: assistance with toileting, positioning or transferring; cognitive or behavioral needs; a medical condition that requires clinical monitoring; or a need for medication management and at least 50 hours per month of customized living services. The reader should also note, effective January 1, 2011, persons receiving 24 -hour customized living services reimbursement will need medication management, at least 50 hours per month of customized living services and be dependent in at least two of the following activities of daily living: dressing, grooming, bathing, walking or eating. Providers who are eligible to provide customized living or 24 -hour customized living S ervices to EW clients must maintain a Class A or Class F Home Care License, provide these services in a registered housing with services establishment, or qualified setting, provide each resident with a way to call for assistance effectively, employ staff that meet the designated requirements, and provide 24 hours cf supervision (if 24 -hour customized living). Definition of the Eagan Market Area The same market area was used for this update, as was determined by Dakota County CDA staff and HP &MR in the 2005 analysis. The following zip codes and cities were defined for the Eagan Market Area: Apple Valley City Burnsville City Eagan City The map on page 18 identifies the cities located in the Eagan Market Area. The reader should note each of the cities in the Eagan Market Area was contacted regarding existing senior services, as well as future development plans. Socio Demographic Analysis of the Eagan Market Area and Dakota County The following analysis presents selected socio- demographic information for the Eagan Market Area and Dakota County. Dakota County was used to compare with the dynamics of the Eagan Market Area. The information presents estimates for 2010 and projections for 2015. The population data available from the 2000 U.S. Census is incorporated into the estimates and projections. The source of this inform ation is Claritas, Inc., Arlington, Virginia. Claritas, Inc. maintains an on -line database that provides detailed socio- demographic data about the defined market area, including current year population estimates and five -year population projections. Long-term demographic information for Dakota County through the year 2035 is also presented. The source of this information is the Minnesota State Demographic Center. Minnesota State Demographic Center information is only available on a statewide, regional and countywide basis. Information taken from Claritas, Inc. and Minnesota State Demographic Center will differ somewhat. In the researcher's experience, Claritas, Inc. is a more sensitive database because it is updated annually. Also, because of methods used for estimating and projecting population, Claritas, Inc. is more likely to identify growth trends or decreases in population than the State database. For example, the total senior population for Dakota County in 2010 according to Claritas, Inc. is 36,598 persons, compared to 38,870 persons for Minnesota State Demographic Center in 2010. This is a difference of 2,272 persons. General Population Trends Included in this analysis are charts reflecting trends and characteristics of the total population and the senior population 65 years of age and older in the Eagan Market Area and Dakota County. The charts on pages 19 through 22 present an analysis of the total population and senior population of the Eagan Market Area and Dakota County. The reader should note the following: 7 From 2010 to 2015, the total population in the Eagan Market Area is projected to increase by 2,830 persons from 173,654 in 2010 to 176,484 in 2015. From 2010 to 2015, the total population in Dakota County is projected to increase by 18,944 persons from 400,203 in 2010 to 419,147 in 2015. Long -term projections for the total population in Dakota County project an increase in population from the years 2010 to 2035. Population projections show a total population of 414,100 persons in 2010 increasing to 491,600 persons in 2035. From 2010 to 2015, the total senior population in the Eagan Market Area is projected to increase by 4,877 persons from 14,395 in 2010 to 19,272 in 2015. From 2010 to 2015, the total senior population in Dakota County is projected to increase by 10,824 persons from 36,598 in 2010 to 47,422 in 2015. Long -term projections for the total senior population 65 years of age and older in Dakota County project an increase in population from the years 2010 to 2035, from 38,870 persons in 2010 to 106,430 persons in 2035. The data on pages 23 and 24 show projections for the senior population as a percent of the total population for the Eagan Market Area and Dakota County. The reader should note the following: From 2010 to 2015, the senior population as a percent of the total population in the Eagan Market Area is projected to increase by 2.6 percent from 8.3 percent in 2010 to 10.9 percent in 2015. From 2010 to 2015, the senior population as a percent of the total population in Dakota County is projected to increase by 2.2 percent from 9.1 percent in 2010 to 11.3 percent in 2015. Long -term projections for the senior population as a percent of the total population in Dakota County project an increase in percent from the years 2010 to 2035, from 9.4 percent in 2010 to 21.6 percent in 2035. 8 Population Change by Age Segments of the Senior Population An important consideration in an analysis of the senior population is the age segmentation. Age segmentation is used to determine the use of nursing facilities, assisted living, independent congregate senior housing and other senior services, which are dependent on the age of the persons in the senior household. Seniors age 65 to 74 are lower users of nursing facilities, senior housing and related services, than seniors in the older age categories. Seniors in this lower age category are able to maintain their own homes or condominiums, and /or spend their early retirement years in Sunbelt states, at least during the winter months. Some persons in this age category will move to senior housing as a convenience, e.g., no maintenance and able to leave for the winter. Seniors age 75 and older are much more likely to be at a stage in their lives when they begin to consider housing options, including both independent congregate housing and assisted living, and they have a higher probability of needing to spend some time in a nursing facility. This is precipitated by the inability to maintain a single family home because of increasing health problems, one or both persons in the household becoming debilitated, the Toss of the spouse, and /or the inability of the remaining spouse (most frequently the female) to be alone and care for a home. Seniors age 80 and older have a higher probability of needing nursing home care or assisted living services. At this point in their lives, some seniors feel more comfortable and confident in their local community facilities with which they are familiar. When seniors begin to experience frailty, some seniors who have moved to Sunbelt communities decide to move back to their home communities, wanting to be near family and /or having greater trust in the community nursing homes in the communities they lived in for years. Population change by age segments for the Eagan Market Area and Dakota County are located on pages 25 and 26. The reader should note the following information: 9 In the Eagan Market Area, the population for persons in all age groups 55 years of age and older increases between the years 2010 and 2015. The largest increase in population is in the 65 to 74 age group, which increases by 37.9 percent. The smallest increase in population is the 55 to 64 age group, which is projected to increase by 18.3 percent. In Dakota County, the population for persons in all age groups 55 years of age and older increases between the years 2010 and 2015. The largest increase in population is in the 65 to 74 age group, which increases by 36.8 percent. The smallest increase in population is in the 75 to 84 age group, which is projected to increase by 17.3 percent. Long -term projections for Dakota County indicate increases for persons in all age groups 55 years of age and older between the years 2005 and 2035. The largest increase in population is in the 80 to 84 age group, which increases by 328.4 percent. The smallest increase in population is in the 55 to 59 age group, which is projected to increase by 27.6 percent. Income of Senior Households The income of the senior households in the Eagan Market Area was used to segment the demand, presented later in this report, into those who are able to pay privately and those who will need assistance to live in senior housing alternatives. The charts on pages 27 and 28, show the estimated income distribution of senior households in the Eagan Market Area and Dakota County by head of household ages 6r to 74, 75 to 84 and 85 years of age and older, for both 2010 and 2015. The income analysis for this update was segmented into five different categores. For persons having incomes of less than $10,836, they would be eligible for Medical Assistance and the Elderly Waiver Program. Senior households with incomes of less than $30,000 (2010) and $35,000 (2015) need some type of assistance in order to access senior housing alternatives. Thus, the demand projections, for assisted living, take into account the number of households who can pay privately, e.g., incomes of $30,000 or greater, and those persons that will need help, e.g., incomes of less than $30,000. 10 The reader should note the following: Households with incomes of less than $30,000 are most often widowed females, who rely on a low social security payment and have few assets. Senior income data does not reflect assets seniors may have that they can use for health care and related services. The single largest asset most seniors have is the single family home, which is typically paid for. In 2010, the percentage of households in the Eagan Market Area with head of household 65 to 74 years of age and having incomes of $30,000 or greater, e.g. able to pay privately, is 78.6 percent. The percentage of households with head of household 75 to 84 years of age and having incomes of $30,000 or greater is 58.7 percent and the percent of households with head of household 85 years of age and older and having incomes of $30,000 or greater is 46.9 percent. For Dakota County, the percentages are 74.4, 54.9 and 46.3, respectively. In 2015, the percentage of households in the Eagan Market Area with head of household 65 to 74 years of age and having incomes of $35,000 or greater, e.g. able to pay privately, is 75.9 percent. The percentage of households with head of household 75 to 84 years of age and having incomes of $35,000 or greater is 55.0 percent and the percent of households with head of household 85 years of age and older and having incomes of $35,000 or greater is 45.4 percent. For Dakota County, the percentages are 72.0, 51.9 and 44.1, respectively. 11 Profiles of General and Memory Loss Assisted Living_in the Eagan Market Area Overview This analysis presents profiles of general and memory loss assisted living facilities in the Eagan Market Area. There is a brief description of the facilities, the total number of units and the average occupancy of the facilities in the Eagan Market Area. The detailed data relies on information received in telephone calls to the facilities; thus, the researcher is conveying this information with the expectation it is accurate. The researchers experienced reluctance by some facilities to participate in the inventory process. These facilities either did not return phone calls to the researchers or refused to partic pate. Information listed for these facilities was taken from previous research completed in the areas or from public senior directories. The information describing planned developments is based on the amount of information that was available at the time of the study and what various contacts were willing to share. Each city in the Eagan Market Area was called to inquire about any new developments that had been discussed with them or presented. Calling various contacts and inquiring about their plans for expanding identified the information for new developments. In addition, when the profiled facilities were contacted, they were asked about their plans for the future. Assisted Living Facilities Detailed profiles of the general and memory loss assisted living facilities in the Eagan Market Area can be viewed on pages 29 through 39. General Assisted Living There are 11 general assisted living facilities located in the Eagan Market Area. ilhese 11 facilities have a total of 535 units and were 88.2 percent occupied at the time of contact. 12 Memory Loss Assisted Living Facilities There are 11 memory Toss specific assisted living facilities located in the Eagan Market Area. These 11 facilities have a total of 221 units and were 98.0 percent occupied at the time of contact. Planned Developments for Assisted Living Seasons at Apple Valley is a new senior housing development by Ecumen, currently under construction on Founders Lane in Apple Valley. The facility will include independent housing apartments, general assisted living, enhanced care and memory loss assisted living. The facility plans to open March 1, 2011. This facility was included in the profile of facilities and in the supply. There are no other known plans for development of assisted living in the Eagan Market Area at this time. Demand for General Assisted Living and Alzheimer's Units in the Eagan Market Area Overview This section of the analysis presents the demand for general assisted living units and Alzheimer's units in the Eagan Market Area. The assumptions that were used calculate the demand, as well as demand by income levels are also preser ted. General Assisted Living Demand The assisted living demand, which is segmented by income, took the following issues into consideration. 13 Very frail elderly persons are those persons projected to have three or more limitations in their activities of daily living. Based on gerontology research, these persons are most likely to be in need of assistance in managing their lives on a day -to -day basis, e.g., 24 -hour staffing. In the past, these persons would need to be in a nursing home. However, as assisted living alternatives have developed, more of these persons can be taken care of in a residential /assisted living setting. Based on industry standards for estimating demand, we can anticipate that approximately 30 percent of these persons will be willing to move to an assisted living setting for the very frail elderly. The table on page 40 presents the general assisted living demand projections, which are segmented by income. In 2010, using the previous analysis that adjusts for homeownership, there is an estimated demand for 26 units of assisted living for persons with incomes below $15,000, 33 units for persons with incomes between $15,000 and $29,999 and 149 units for persons with incomes above $30,000. In 2015, using the previous analysis that adjusts for homeownership, there is an estimated demand for 31 units of assisted living for persons with incomes below $15,000, 57 units for persons with incomes between $15,000 and $34,999 and 191 units for persons with incomes above $35,000. Demand for Alzheimer's and Other Forms of Dementia The table on page 41 presents the anticipated number of persons with mode-ate to severe Alzheimer's disease in the Eagan Market Area in 2010 and 2015. The following assumptions were used: Based on research completed by the Alzheimer's and Related Disorders Association, approximately 30 percent of persons with the disease will 14 need to be cared for outside of the home in either assisted living or nursing facilities. Persons with incomes of less than $35,000 will need some assistance in paying for their care, and persons with incomes of $35,000 or greater will be able to pay privately for their care. The analysis shown on the chart on page 42 assumes that 60.0 percent of the market rate demand will live in assisted living and 40.0 percent of the subsidized demand will live in assisted living. In 2010, the demand for market rate memory loss assisted living is 64 and the demand for subsidized memory loss assisted living is 52. In 2015, the demand for market rate memory Toss assisted living is 78 and the demand for subsidized memory loss assisted living is 67. The reader should note the demand for Alzheimer's and related dementia is a partial but not total overlap with general assisted living. Many persons in general assisted living are at earlier stages of Alzheimer's disease but are not yet a problem for managing or do not cause problems for other residents. In addition, the demand for assisted living assumed persons will have three or more limitations in activities of daily living, and some persons with Alzheimer's disease who need to be taken care of outside of their homes do not have the defined limitations but need to be in a 24- hour supervised living environment. There is no data available that quantifies this overlap; thus, when considering the development of any project, allowances should be made for the overlap. If memory care assisted living is available, many persons prefer to have a family member move to that facility in the beginning so that they are not facing another move when the person progresses with the disease and cannot be accommodated in general assisted living. Supply Allocation Determining the total number of existing units and units that will be built and proper y allocating these units to their prospective cities and townships derives the supply amount. The total numbers of existing units and units that will be built were allocated according to the researcher's definitions and are based on experience in similar markets. 15 The researchers assumed that if a project were developed in the Eagan Market Area, 70 percent of the units would be filled by persons from this geographic market area and the remaining 30 percent would be filled by persons from outside that market area. The tables on pages 43 and 44 present the supply allocations used in this analysis. Summary of Supply and Demand for General and Memory Loss Assisted Living in the Eagan Market Area The tables summarizing the supply and demand for general and memory loss assisted living for the Eagan Market Area can be found on pages 45 and 46. General and Memory Loss Assisted Living In 2010, there is an oversupply of 190 units of market rate general assisted living and an oversupply of 48 units of subsidized general assisted living. In 2015, there is an oversupply of 129 market rate units and an oversupply of seven units of subsid zed general assisted living. In 2010, there is an oversupply of 78 units of market rate memory loss assisted living and an unmet demand for 23 units of subsidized memory Toss assisted living. In 2015, there is an oversupply of 57 units of market rate memory loss asisted living and an unmet demand for 43 units of subsidized memory loss assisted living. Limitai:ions of a Market Study This market study presents an analysis of a given market based on experience in other markets and reasonable industry assumptions about demand. A market study cannot predict what the actual experience in the market will be. Market conditions at the time of the facility's opening, unforeseen and/or unpredictable events occurring in the market, the quality of the product offered, the marketing and management staff and many other events influence the success of a project and are 16 beyond the scope of a market study. The researcher also relies on other sources of data, i.e., Claritas, Inc., Minnesota State Demographic Center, 2000 U.S. Census, and these resources are presumed to be reliable. Health Planning Management Resources, Inc. is nct responsible for errors in this data. i t 1 z O (9 1- O 0 z z 0 LJ Z 0 Z E a a. 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O 0 Z Q W VJ 0 0 0 0 0 0 O O 0 O O O 1 O O N r r• W O u) LO N O O 0 0 N O 0 N O O N N Q 0 w z z z O 1- Z Q Q J O 0 w 0 J U z O 0 Q M z z N w 0 CL ZQ U O I w Q 13 o a r Q v Q cc O v U O z w 0 V) U Q H O o Q 0 N t0 vi. o Zg 0 0 0 0 O it'i o '0 0 0 0 0 0 N 0 N 0 0 10 0 0 0 0 0 L c a) U t Q e C33 0 E a) 0 0 2 O m c c 0 O u) N vi U 06 co C c w a ci c POPULATION CHANGE BY AGE SEGMENTS FOR PERSONS 55 YEARS OF AGE AND OLDER a FOR THE EAGAN MARKET AREA 2000, 2010 AND 2015 DAKOTA COUNTY COMMUNITY DEVELOPMENT AGENCY EAGAN. !MINNESOTA Population Percent Aar Segment 2000 2010 2015 Change Change 2010 -201 20 -2015 55 -64 12,774 20,738 24,537 +3,799 +18.3% 65 -74 5,878 9,589 13,222 +3,633 +37.9% 75 -84 2,810 3,637 4,620 +983 +27.0% 85+ 850 1,169 1,430 +261 +22.3% Total 55+ 22,312 35,133 43,809 +8,676 +24.7% Total 65+ 9,538 14,395 19,272 +4,877 +33.9% Age Segment POPULATION CHANGE BY AGE SEGMENTS FOR PERSONS 55 YEARS OF AGE AND OLDER DAKOTA COUNTY 2000, 2010 AND 2015 DAKOTA COUNTY COMMUNITY DEVELOPMENT AGENCY EAGAN, MINNESOTA 2000 2010 Population 2015 Change 2010 -2015 Percent Change 2010 2015 ;5 -64 65 -74 '5 -84 85+ Total 55+ Total 65+ Source: Claritas, Inc. 26,137 14,842 8,502 2,902 52,383 26,246 45,711 22,382 10,423 3,793 82,309 36,598 25 56,731 30,626 12,228 4,568 104,153 47,422 +11,020 +8,244 +1,805 +775 +21,844 +10,824 +24.1% +36.8% +17.3% +20.4% +26.5% +29.6% POPULATION CHANGE BY AGE SEGMENTS FOR PERSONS 55 YEARS OF AGE AND OLDER DAKOTA COUNTY 2005, 2010, 2015, 2020, 2025, 2030 AND 2435 DAKOTA COUNTY COMMUNITY DEVELOPMENT AGENCY EAGAN, MINNESOTA Percent Change 2005 2035 0 0 O 1` N N-- 0 0 0 0 0 ti 00 In r CO c O 00 O L.0 Lf) 0) N 0 N N M M 0 0 ti Q) ti M Z r N Population Change 2005 2035 V 1` O) O) Lc) O r CO 1` co In O) a- Cr) at LC) CO r N a c- e- r c CO Lf) at U) N (n Cr) N. 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U) C x T 0 Q) c a E •t a) E Q U Q D) C C C co N a) .O a) co 0 O T'5 0 7 0 Y 0 0 Q 2 Q N C L C Ey a) a) D 0 j a) 2,- E a) W O L 0 O 0 0 co 0 N O Y c U C aa) 0) Q_ C a) E 4) 0 r a o la c a) 0 a) 2 h a) n a O O D p T a) a) 2 al cr,o CO C y CO a) n. •O 717 1111 Til E a) O 3 c c N- g a) a) c :o a 0 E u) 0 22 a) o a L z) L U) 2 as 0) 0_ a) M (a in D v 4) N a) C E E a) L fa 6 i 2 L1 U .1r a) U O a) fa N c E .0 a 0 L O E a) 3 Z. L 0 rn o c N •N O C c C a) c L as c ca C -o u) L a) 7 (a T I- o a •5 CL V V c O W C 0.) O 0 0) O)— w Q J N r O 0 D 'C CO L CO W 7 4)-0 0 m O O co a) C Q )n P O L m 3 E a) O J o c U a) v, a) L o_ al d Q 0 Q fn 5 m a N is co C C O C O co N p t a) 0.) .._E- co 4)i h (n a) a) C c�� 0 M PROFILE OF GENERAL ASSISTED LIVING IN THE EAGAN MARKET AREA DAKOTA COUNTY COMMUNITY DEVELOPMENT AGENCY, EAGAN, MINNESOTA DECEMBER 2010 (PAGE3OF6) V C 'a N 'p V CL a) 0 a) Lo ,t, m Personal Care By Assessment CD 44 cu E d Q O N d '0 V 0- T C a) C (0 Y v c, CD N a) CO uj T cn Cn w a) rR C 4? m co 1 3 Meals /Day, 24 -Hour Staffing, Emergency Response System, Laundry, Linen, Weekly Housekeeping, Activities, Scheduled Transportation, Utilities 1 pazIprsgns Monthly Fees %Z'86 Studio: $6,190- $6,325 1- Bedroom: $7,430 $7,560 Studio: $2,500 Singles /1 -Bed room: $2,795 $2,875 Market Rate %8l 1.8 Type of Room Available 4: Studio (387 s.f.) 7: 1- Bedroom (628 s.f.) Bath Kitchen or Kitchenette 80: Studio (260 s.f.) 7: Singles (360 -400 s.f.) 8: 1- Bedroom (660 s.f.) 3 /4 Bath No Kitchen Mt CI) (1) i a.0 i U co (C a U o O U o N- 0— 0 N Q) C V 1.. 4 CL m ni 0 co C.1 to LL C a) Q1 m co CL a) ca Lo a c a) a) a) Cn E 0 0 0 Ca 1- m Burnsville Carefree Living 600 East Nicollet Boulevard Burnsville, MN 55337 z w U z w z w a. 0 J u1 w z 0 U 1— z 0 U 1- 0 0 E O 4) o 0 •F 0 a 0 U 0 LL O) co co O ui 0 vi 0 0 D c0 O 0) N- u' m m v�co M N O z ui c0 u, co a) L 0 O O N 0 0 0) 7 E O U 0 co c) r- L) z 2 0 O O 0 O O C E O) O a0 O N O) O N O 0 0 o(N a)� a)C) m m N a) L co 1) vi E O) O rn z c O d 0. a) V 0 O c a) 0 T U E O a) O a o N a) U d Q. .s mV it 47) N (1) c r co V) a) co c o a) a) O I- Q. 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'6 n e _c c 5 0 .4 D e c 2 0 c \a C, m w W o 0 -D c \I §m2.g/ $2£ 0 2 g a) o U 2 o e i f m o e 0 c.c Eco ZO 0 0 as 0 m 0 e oa =o 0� -0 E f f H E CO e H CO CO c ca 0 a) c c_ 0 u) a) U) O 1 O N E (o 0 O 0 O C 0 c 0 N a) O d a) N U (o a) O c co a) C L c Q_ O a) Z N C O O Q' C oo C O O 0 U O N Q Q O E 2 L 0- N C Q 0 ui 6 E a o c o DEMAND FOR GENERA'... SS iSTED LIVING UNITS FOR THE EAGAN MARKET AREA DAKOTA COUNTY COMMUNITY DEVELOPMENT AGENCY, EAGAN, MINNESOTA Demand Adjusted for I Homeownership For Incomes of $25,000 to $29,999 616 ZZ1 LZ 69 c 9l 9I. 9Z L C1) N 73 Q .0 E 0 Q W L O L d O 0 e m E o LL Q Cr) M O o °o M MMN 0O V' v r- O r- CO r Number of Income and Disability Qualified Persons in the Market Area 1 9917 9017 1.9 I•t'Z L9 L9 L9 99 Disability Qualified Persons ih 41-se, 11R,r1."4 A rPlh 1 9t7E l_ I <$15,000 $15,000 $19,999 $20,000 $24,999 $25,000 $29,999 2 Total <$30,000 $30,000 $34,999 $35,000 3 Total $30,000 91.03 <$15,000 $15,000 $24,999 $25,000 $29,999 $30,000 $34,999 2 Total <$35,000 $35,000 $39,999 $40,000 3 Total $35,000 O a) co in T a) 69 C C c0 to c O N 5 in in E r O O O O N L T N N C_ •C N O O 0 0 O) to O 0 m O a) LO o a) N (I) M U) Qtp N Li3 co -p 0 N V V b9 N a) co ca o E N O O a. u) 0 O O O cfl N N N 17 W C C c- 0 a) N E O 1- N 8 c0 O 0 0) a) O O -p a) M O O C fo N t M O (D o f cA M O O O V EA E E C V) 0 0 O O C o E E c c o a) o O os m C C C co N O a) C 9 "O lJ t L N T N Q O E ((1) v 0 -c O 0 0 o(a CO C3 a L L o Ill 70 O O _C N O co o O 0 (00 co CD E a n c c c 0 2 0 O o O a 10 'O N O 'O c0 c0 as N- m m CO 2N- N 17 Y 1/) O Source: Claritas, Inc. and HP&MR, NUMBER OF PERSONS WITH MODERATE OR SEVERE ALZHEIMER'S DISEASE FOR THE EAGAN MARKET AREA DAKOTA COUNTY COMMUNITY DEVELOPMENT AGENCY, EAGAN. MINNESOTA 2010 AND 2015 Subsidized Demand I� M r- (D V M 00 00 (O 0D N In (D c) N O r- r (D O O O O N 00 (n N (O 1: U) r N 1- N U) r r 04 Ul 00 CD CD UP r) CD LII 1.10 V' T) C) r- V M (0 N M a) to I Number of Persons with Alzheimer's Disease Who Will Be Cared For Outside Their Home` 8.63 18.70 13.64 27.82 168.69 237.47 PESO LL 9E9Z 06 11 Number of Persons with Alzheimer's Disease' I N 00 N O) N- I� r) V N- N to CO N LC) N (N N (O V 0) (10 C) L7 f., I- V U) r- M O) 1- 00 0) (r) 1— 1` M 00 U') r r M co 00 CO 1— C) 00 00 (O O C 0 (4 0 4. U) cr O) 00 CA tf) CA O) r- (0 C) is- 1- 00 M r M V V r- r- r O O r- (.0 O CO co (D N N O N M I` V N r- C) Percentage with Moderate or Severe Alzheimer's Disease 0 0 0 0 0 M O N (f) O0 'r 0 0 0 0 M M U) r- O r N 1.1) 0 r 00 V O Cl 0 (0 N. ti C H 0 N 1f) O il O (p N. ti co C j. C 1--,. 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