HomeMy WebLinkAbout1993-02-09 - AGENDA REPORTS - AFFORDABLE HOUSING (2)NEW BUSINESS
DATE:
SUBJECT:
DEPARTMENT:
BACKGROUND
AGENDA REPORT
February 9, 1993
City Manager Approva
Item to be presented by:
Lynn M. Harris p< X�
Incentives for the Development of Affordable Housing
Community Development
Community Development, Finance and Parks and Recreatlon staff have coordinated their efforts and
drafted the attached City Council policy statement (Attachment 1). The purpose of the proposed
policy is to establish guidelines for implementing the development incentives, as provided for in
the Unified Development Code (Section 17.17.070), for senior,very low and low income housing (for
rent and/or purchase) in the City (Attachment 2). The Unit led Development Code (UDC) states that,
In order to reduce development costs associated with the construction of projects qualifying under
Government Code Section65915 (Attachment 3), the City may offer a developer various Incentives,
depending upon the quality, size and scope of the proposed project. These incentives were
established to Implement the goals and policies of the City's General Plan and the Comprehensive
Housing Affordability Strategy (CHAS) which indicate that the City needs more affordable housing
to meet the needs of Santa Clarita residents.
In accordance with State law, the UDC allows for density bonuses of 25% (or greater if deemed
appropriate) In excess of the midpoint density as established by the General Pian. (See Attachment
5 for an example.) The UDC also allows for discretionary approval of reduced setbacks (up to a
20% reduction), Increased height (up to 65 feet and five stories), and fee reductions or waivers. The
attached policy would establish guidelines for the Implementation of these incentives.
ANALYSIS
The City Council requested that a policy be drafted for guidance on future opportunities to
encourage private firms to develop affordable housing in the City. Staff believes that, optimally,
the Cityshould offer both non -discretionary incentives (to encouragethe Initiation of such projects)
and discretionary Incentives (to encourage quality developments). Staff proposes the following
non -discretionary Incentives:
1) Reduce un -front costs. Waive development application fees collected by and for the City
forverylow income and/or senior housing developments. This would Include environmental
review tees but would not Include production fees for environmental Impact reports, studies
or similar documents. (While many existing residential developments In the City would
qualify as "low income," there are few "very low" Income and/or senior developments);
Agenda Item:
2) Increase certainty of prolect viability. Provide the developer with a pre -application review
of the project by .City staff. Although approval could not be given, the developer would
have direction. based on established codes and guidelines, thereby reducing risk.and
possibly reducing cost. Staff would also discuss the potential for City financial assistance;
and
3) Decrease protect cost. Staff proposes to give priority case processing status to
applications for affordable housing developments; assuring the developer that a public
hearing will be held by the Planning Commission within 60 days of the City's determination
that the application is complete. It is anticipated that a shorter processing time will further
reduce cost to the developer, at no expense to the City.
Staff proposes the following possible discretionary incentives which would be subject to Council
approval:
1) Reduction or waiver of fees (such as park fees and plan check fees);
2) Approval of limited mixed-use zoning In conjunction with the proposed development where
the Council determines that.the mixed use is compatible with the proposed affordable
housing development, as well as the surrounding existing and planned. development. By
requiring a Planned Development (PD) Overlay (which requires the approval of a conditional
use permit) In conjunction with such a zone change, the City could ensure that the zone
change would be used as approved by the Council (zone changes without the PD Overlay
cannot be conditioned);
3) Approval of the use of Community Development Block Grant (CDBG) funds to subsidize
eligible activities in support of the construction of affordable housing developments and to
help people purchase existing homes. The City receives an annual allocation of
approximately $500,000 In CDBG funds from the U.S. Department of Housing and Urban
Development (HUD). These funds are currently used for programs such as fair housing
services, the handyworker program and residential rehabilitation loans. While these
programs require the majority of the City's CDBG allocation, the Council may wish to use
funds that are In excess of those required for these programs for additional development
incentives;
4) Financing or subsidizing affordable development through a City tax-exempt bond Issue;
5) Sale of City Proposition A money to other cities in exchange for money to be put Into an
affordable housing fund. While the City has recently needed to purchase Prop A money
from other cities to finance transit projects, a possible future surplus could be sold and the
proceeds used for affordable development incentives; and
6) City staff Is currently working on a redevelopment program which, In accordance with State
law, must set aside 20"/0 of the tax increment funds for the purpose of increasing or
Improving affordable housing. The Council may wish to Increase this percentage.
The Council would have the authority to determine if any, or some combination, of these incentives
would be appropriate on a case by case basis. Considerations for eligibility for City assistance
could Include quality, size, scope, and location (such as proximity to public transportation) of the.
proposed project; additional consideration may be given to proposals by non-profit organizations.
The Council may wish to require an economic profile for the proposal to determine If City
assistance is necessary to make the development viable. Staff believes that it would be beneficial
to have a number of possible Incentives, as their use would be limited by federal, state and local
regulations and/or the availability of funds.
In order to ensure the long term availability such developments, the developer would be required
to provide a guarantee of such availability and affordability to the satisfaction of the City. Staff
proposes that projects receiving only a density bonus be required to maintain their "affordable"
status (as defined by the Unified Development Code and subject to the conditions of approval for
the project) for a period of not less than 10 years and projects receiving additional Incentives be
required to maintain their affordable status for a period of not less than 30 years.
RECOMMENDATION
Staff recommends that the Council;
1) Receive the staff presentation;
2) Consider the draft policy; and
3) Provide direction to staff.
ATTACHMENTS
1) Draft City Council Affordable Housing Policy
2) Unified Development Code Section 17.17.070 (Density Bonuses)
Ieau &WWftgJM*
CITY OF SANTA CLARITA I POLICY/PROCEDURE
NUMBER SUBJECT
ORIGINAL ISSUE
CURRENT ISSUE
RCEDES
I. PURPOSE
EFFECTIVE
EFFECTIVE
STANDARD MANAGEMENT PROCEDURE
The purpose of this policy is to Implement the City's General Plan and to establish
guidelines for Implementing the development Incentives, as provided for In the Unified
Development Code (Section 17.17.070), for senior, very low, and low Income housing in the
City. Pursuant to the Unified Development Code, in order to reduce development costs
associated with the construction of projects qualifying under Government Code Section
65915, the City may offer a developer various Incentives, depending upon the quality, size,
scope and location of the proposed development. - _
11. POLICY
It Is the declared policy of the City Council that;
A. Development application fees collected by and for the City (including environmental
review fees, but not production fees for environmental impact reports, studies, or
similar documents) shall be waived for very low income and/or senior housing
developments;
B. Affordable housing developments shall be .given priority processing status;
C. The Council may, at Its sole discretion, approve limited mixed-use zoning . in
conjunction with the affordable housing development;
D. The Council may, at Its sole discretion, approve the use of Community Development
Block Grant funds to finance or subsidize the construction of affordable housing
developments and assist people in purchasing existing homes;
E. The Council may, at its sole discretion, participate In bond financing for the
affordable housing development;
F. The Council may, at Its sole discretion, sell City Proposition A money to other cities
-for general fund money to be put Into an affordable housing fund;
G. When the City completes Its proposed redevelopment program, the Council will
consider establishing a specific percentage of the Increment to be set aside (in
excess of the 206/6 required to be set aside by California Redevelopment Law) for
affordable housing development.
A. Development application fees shall be waived at the time of application submittal.
If the project Is found not to be in conformance with the City's requirements for
affordable housing projects, case processing shall be suspended until the applicant:
1) modifies the project to bring it Into compliance with the City's affordable housing
requirements, or 2) pays the originally waived application fee in full.
B. Development applications for affordable housing projects shall be given priority
processing status. A public hearing shall be held by the Planning Commission
within sixty days of the City's determination that the application Is complete.
C. In order to ensure the long-term availability of the affordable housing stock, the
applicant/developer shall provide a guarantee of such availability and affordability
to the satisfaction of the City. Projects receiving a density bonus only shall be
required to maintain their"affordable" status (as defined bythe Unified Development
Code and in compliance with the conditions of approval for the project) for a period
of not less than ten years. Projects receiving incentives in addition to a density
bonus shall be required to maintain their affordable_ status for a period of not less
than thirty years.
D. The Councll may approve mixed-use zoning in conjunction with affordable housing
development if commercial, office, industrial, or other similar land uses, are
determined to be compatible with the housing development, and existing or planned
development in the vicinity of the proposed development. In the event that a zone
change is approved In conjunction with the affordable housing project, the new zone
shall be required to have a planned development (PD) overlay.
E. The Council may approve the use of Community Development Block Grant (CDBG)
funds to subsidize eligible activities In support of the construction of affordable
housing projects and assist people In purchasing existing homes In compliance with
federal regulations for the use of CDBG funds.
IV. AUTHORITY
Adopted by the City Council on
Approved by:
Jan Heidt, Mayor
�ndAc"fdpoLkmw
17.17.070 DENSITY BONUS REQUIREMENTS
A. Density bonuses for senior, very low and low income housing.
Purpose. The density bonus provisions for senior, very'low, and low income housing are
intended to facilitate the construction of senior, very low and low income housing for sale
and rental housing units that will serve the current and long term City need while
maintaining a high degree of quality in project design, construction, and environmental
protection. These requirements are intended to work in conjunction with the applicable
general and special development requirements of the residential zones and the provisions of
the state planning law related to density bonuses while at the same time providing
assurances to the City that units, developed by use of the incentives offered as part of this
section, remain available and affordable to seniors, very low and low income individuals
and families.
2. Applicability. In addition to the requirements of Section 17.03.060 (Development Review)
of this Code, applicants requesting a density bonus, pursuant to Government Code Section
65915, shall be subject to the following:
a. The development shall consist of five or more units in which at' least 20% of the total
units are reserved for lower income households or at least 10% of the total units are
reserved for very low income households or at least 50%a, of the total units are reserved
for senior citizens.
b. The plan shall show the intended use of the density bonus within the housing
development or within the geographic area of the housing development.
C. A written preliminary proposal shall be submitted, including a development incentive
checklist, to determine the means for complying with this section. A preliminary
proposal shall be submitted prior to any formal requests for general plan amendments,
zoning amendments or subdivision map approvals.
d. An independently prepared fiscal impact statement shall be submitted with the
preliminary proposal examining the general effects of the proposed project to the City.
The study shall include the potential specific fiscal impacts to the various funds of the
City which may be affected by the particular development concessions being
requested, such as general fund, property taxes, police and fire safety, park
development fees, etc. The study shall also include the positive or negative fiscal and
economic benefits to the City for granting one or more incentives.
2.107
DEVELOPMENT CODE
City of Santa Clarita, California 11124192
17.17.070 DENSITY BONUS REQUIREMENTS (continued)
3. Conditions. Proposed projects must meet the following conditions in order to qualify for an
affordable housing density bonus:
a. The area infrastructure must be in place or be constructed as part of the project and
capable of serving the proposed project including, but not limited to the following:
(1) streets;
(2) sidewalks; and
(3) traffic and pedestrian signals.
b. The project may not be located in an area designated as "hillside" by the City's
Ridgeline Preservation and Hillside Development Ordinance.
C. The site must be zoned RM, RMH or RH.
d. The project site must be proximate to commercial establishments, serbice provideres,
and other amenities, including, but not limited to the following:
(1) grocery stores;
(2) drug stores;
(3) banks;
(4) medical and dental facilities;
(5) public transit (main or frequently used routes); and
(6) open space/recreadonalfacilities.
4. Incentives for affordable housing. In order to reduce development costs associated with the
construction of projects qualifying under Government Code Section 65915, the City may
offer a developer some or all of the following incentives, depending upon the quality, size,
and scope of the proposed project
a. Reduction in required setbacks and/or height The City may grant a reduction in
required setbacks of up to 20% and/or grant a maximum additional height of up to 65
feet and five stories.
2.108
DEVELOPMENT CODE
City of Santa Clw*a, California 11/24/92
17.17.070 DENSITY BONUS REOUIREMENTS (continued)
b. Dwelling unit density bonus. The City may grant a density bonus of 25% in excess of
the midpoint. In areas where higher densities are appropriate and services are
available, densities of up to 35 dwelling units per gross acre may be permitted. In the
Valley Center area only, densities up to 50 dwelling units per gross acre may be
permitted.
C. Fee Waivers/Reductions. Projects submitted under this section may receive, depending
upon the size, nature and scope, a reduction or waiver of some or all City imposed
development submittal and processing fees. Such reductions of waivers may affect the
following:
(1) Development application fees;
(2) Park fees;
(3) Other fees.
Development incentives granted by the City to a developer utilizing these requirements
are predicated upon the long term availability of the affordable housing. In order to
ensure that the units remain available and affordable, the developer will be required to
enter into a development agreement with the City per California Government Code -
Section 65864 through 65869.5.
B. Amenities bonuses.
1. Purpose. Pursuant to this section, the City may grant a density bonus for projects where
exceptional and overriding community benefits would be achieved from higher densities
and/or floor area ratios ("FAR's").
2. Applicability. The City may grant an inciease in the permitted density or FAR in excess of
the mid -point. Such projects shall be subject to the approval of a conditional use permit.
Bonuses may be granted based upon the finding that any proper combination of the
following amenities are provided clearly in excess of those normally required to achieve
mid -point density:
a. Roadway dedication and/or improvements;
b. On- or off-site mature landscaping;
C. Open space;
d. Recreational facilities;
2-109
DEVELOPMENT CODE
City of Santa Cko*a, California 11/24192
DENSITY BONUS EXAMPLE
A flat parcel of land of 9.1 acres, zoned RM (Residential Moderate, 6.7 to 15 dwelling units per acre)
would normally yield 100 residential units at the midpoint density of 11 units per acre. With a
density bonus of 25%, the yield would be 125 units (bonus = 25). To obtain this bonus, a
conditional use permit would be required. The City Code also allows for an amenities bonus (up
to the high end of the General Plan density range) for projects with additional clear and substantial
benefits identified and accepted by the Planning Commission and/or City Council. Therefore, the
combination of the two bonuses could conceivably raise the yield for the 9.1 acres to 161.5 units
1(9.1 x 15 = 136.5) + 25 (density bonus) = 161.51, or a cumulative bonus of 61.5%.
State law establishes criteria for eligibility for affordable housing density bonuses; the project must
reserve at least 20% of the units for low Income households, at least 10% for very low income
households, or at least 50% for seniors to be eligible for the bonus. The bonus is based on the
number of units typically allowed in that zone. (In the City's case, this means that the midpoint
density is multiplied by 1.25). The City cannot make these criteria more strict, pursuant to State
law. Therefore, in the above example only 10 units would need to be reserved for very low income
households, or 20 for low Income households, or 50 for seniors, to qualify for the 25% bonus per
state law.
The following chart shows the bonus possiblitles for one acre of flat land In the multi -family
residential zoning categories.
General Plan
RM
RMH
RH
Designation
General Plan Density
6.7.15
15.1-25
25.1 .32
Range In units/acre
General Plan
11
20
28
Midpoint Density
Midpoint density
13.75
25
35
with a 25%
affordable housing
bonus only
Midpoint density
15
25
32
with the maximum
amenities bonus
only
Midpoint density
17.75
30
39
with an affordable
housing bonus and
maximum amenities
bonus
Riot Relief Will Help
Build Homes for Poor;:,;
■ Pacoima: The lumber industry's donationvill enable
Habitat for Humanity to complete a condo project. �1/IL-� �� I/ I- L C Y
By TRACEY KAPLAN in the 10900 block of Laurel Can-
TIMES STAFF WRITER yon Boulevard. Los Angeles Mayor
Tom Bradley cannot attend 4hat
In the first major post -riot relief day, so he will participate in a
for the San Fernando Valley, Re- second ceremony Feb. 27 honoring
build, L.A. is channeling $70,000 the raising of the first wall of the y
worth of supplies donated by the project, they said.
lumber industry to help build eight The donation by six lumber com- m o
Pacoima townhouses for poor fam- panies of beams, siding, insulationcal
>
;lies, and wood chips for landscaping R
The donation will enable Habitat
was Put .together by two trade = d d
for Humanity to complete its low- groups—the California Forestry CJ �. E
income condominium project,
Assn: and the California Forest —
C m o O x
which depends largely on volun. Products Commission. eo c = n a
teer labor and gifts of building The groups plan to donate more in c I` ^o
materials, Habitaexecutives said.g supplies to Rebuild L.A. not only to 7 0 is rn 1�
"We're ecstatic," said Pete Bo- help revitalize the city, but to draw Z Z SCo N
attention to what they believe is i s O E rn w
ron, president of Habitat for Hu- over -regulation of the lumber in-, .� E � It m
manicy of San Fernando/Santa dustry, a spokesman said. In the +. m < N m m Co Co
Clarity Valleys, the local chapter of p years, 30 mills have :fl u. x ¢
a nonprofit international group
past three
P 8 P closed, resulting in the loss of 8,500 q m m° w o" c
whose most famous volunteer is jobs, he said. " to In o w o t
former President Jimmy Carter. "If you want to rebuild I.A. Z o a a 0. o_
Rebuild L.A. officials said literally, not spiritually or emo.'
Thursday that Gov. Pete . Wilson tionally, you need affordable Ium$,
has agreed to drive the first nail her, and you won't get that if you
into the donated wood during a keep over -regulating us," said
formal ceremony Feb. 23 at the site Please see LUMBER, B5
LUMBER: Donations to Be Used for Homes
Continued from B3
Donn Kea, a spokesman for the
California Forestry Assn.
The condominium project is be-
ing financed by the Los Angeles
.City Council, which loaned
$312,000 to Habitat for Humanity
last May. The units will be sold to
poor families willing to put 500
hours of work—"sweat equity"—
into the project, including 150
hours on another family's unit.
The units will sell for between
$50,000 and $62,500, depending on
their size, and the eight buyers will
be given zero -interest loans for 20
;years, Boron said
The lumber contribution marks
,the first time since the spring riots
that the -Valley has significantly
benefited from the rebuilding ef-
fort. Previously, Rebuild L.A. gave
.two local organizations two nine -
passenger vans on loan from Gen
eral Motors, its only contribution to
the Valley.
Fearing that the Valley would be
ignored, a coalition of 60 local
groups banded together in May to
form the San Fernando Valley
..Unity Coalition to press for dona-
tions. The coalition recognizes that
most of the rlot damage occurred in
South Los Angeles, members have
said, and that only about 63 Valley
buildings were set afire or vandal-
ized, compared to hundreds else-
where.
But they say the Valley deserves
attention because, contrary to its
image as a homogenous suburban
enclave, it has problems of poverty
and disaffection they said contrib,
uted to the rioting,
The donation to Habitat for Hu-
.manity is "a good beginning, but
the Valley still needs resources;.'
said Irene Tovar, a Mission Hills
resident and the only one of80
.memberson the Rebuild L.A.
board representing the Valley.
Tovar, a candidate for the 7th
District of the Los Angeles City
Council representing the north-
eastern portion of the vaney, was'
responsible for telling Rebuild L.A.
officials about the need for. the
lumber in the Valley, . said Tony
Salazar, co-chairman of . Rebuild
L.A. .
"We've never ignored the Val-
ley, and this is clear evidence of
that," Salazar said. . .
But Benjamin M. Reznik, chair.
man of. the Valley'Industry and
Commerce Assn., said Tovar's role
,in securing the donation demon-
strates the need for more Valley
representation on the Rebuild L.A.
board
"But for Irene, the . Valley
wouldn't have gotten the supplies,"
Reznik said.
The companies that donated the
supplies are Georgia-Pacific Corp.,
Collins Pine Co., Pacific Lumber
Co., Sierra Pacific Industries, P & M
Cedar Products and Louisiana-Pa-
cific Corp.