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HomeMy WebLinkAbout1985-10-22; City Council; 8380; REVISED HOUSING ELEMENT FOR THE CITY OF CARLSBAD0 TITLE iB# 838 DEPT. R/AG RF,VISED HOUSING ELEMENT FOR THE CITY OF CARLSBAD MTG. 19/22/85 DEPT, CITY i CIN 4 0 w >. 0 rx a a 4 2 2 6 a =! 0 z 3 0 0 - -4' f CIT~F CARLSBAD - AGEND~ILL RECOMMENDED ACTION: Approve Resolution # 8a37 (Exhibit 1) indicating the City intent to adopt the revised Housing Element as amended and aL zing submission of the document to the State of California DE of "Housing and Comnunity Development" for review and comment ITEM EXPLANATION: The revised Housing Element (Exhibit 2) has been reviewed by Planning Commission, the Housing and Redevelopment Committee City staff. Each of these groups is recommending that the.Cj Council forward the revised Housing Element to the State Depi of Housing and Community Development for review and comment. conclusion of the State's review the revised Housing Element returned to L5e City Council for adoption. The revised Housing Element is comprised of an executive sum brief introduction; a goals/policy/action program section; ai mentation, priorities, update and review process section. TI chapters comprise the Housing Element. In addition, the appt contains substantial data on the City of Carlsbad which was i the development of the revised element. The memorandum dated October 9, 1985 (Exhibit 3) from Michae McLaughlin, our SANDAG consultant, identifies changes recommi by the Planning Commission and recommended expansion and add to sections of the revised Housing Element, based on his kno of the State's review of housing elements of other cities to date. The expansion and additions do not change the substa the Housing Element as reviewed by the Housing and Redevelop Committee and the Planning Commission and are, therefore, re ded for inclusion in the revised Housing Element to be submi the State for review and comment. EXHIBITS: l,, Resolution # g237 . 2 #, Revised Housing Element. 3,, Memorandum from Michael McLaughlin, SANDAG, dated 10/9/8 4, Memorandum from Redevelopment Office, dated 9/25/85. 5. Minutes of Planning Commission meeting of 9/25/85. E XH - I) I, City of Carlsb housiiiu element E 1' e e CARLSBAD HOUSING ELEMENT (1 9 8 5 REVISION) TABLE OF CONTENTS EXECUTIVE SUMMARY ...................................... ES-1 1 . INTRODUCTION ............................................. 1 General Comments ...................................... 1 Themes: Development and Preservation ................... 1 Housing Elem en t Requirements ............................ 2 Revisions .............................................. 3 General Plan Relationships ............................... 3 2 . GOALS. POLICIES AND ACTION PROGRAMS ................... 5 Introduction ............................................ 5 Goals .................................................. 5 Policies and Action Programs ............................. 6 Summary: Recommended Housing Element Programs ........ 13 3 . IMPLEMENTATION. PRIORITIES. UPDATE AND REVIEW ......... 18 Priorities for Implement at ion ............................. 18 Review and Update ...................................... 19 APPENDICES: NEEDS ASSESSMENT ............................... 21 Historical Development Patterns .......................... 21 Demographic Assessment ................................ 22 Housing Assessment ..................................... 32 Site Inventory .......................................... 56 Introduction ............................................ 18 Regional Housing Needs Statement ........................ 53 Governmental Constraints ................................ 57 Non-Governmental Constraints ........................... 59 SpecialNeeds .......................................... 60 Summary of Needs Assessment ............................ 70 Energy Conservation .................................... 68 +' 0 0 1 EXECUTIVE SUMMARY HOUSING ELEMENT REQUIREMENTS The State of California requires each City to have an approved general plan to guide development activities. The Housing Element became one of the required Elements of the General Plan in 1969. According to State law passed in 1980 (AB 2853-Roos Bill), the Housing Element must contain three parts: (1) an assessment of housing needs and an inventory of resources and constraints relevant to the meeting of these needs; (2) a statement of the community's goals, quantified objectives, and policies relative to the main- tenance, improvement, and development of housing; and (3) a program which sets forth a fiveyear schedule of actions to implement the policies and achieve the goals and objectives of the Housing Element. REVISIONS The City of Carlsbad adopted its existing Element in 1981 after the current requirements for housing elements were adopted by the State. At that time the City had an option to follow guidelines that were replaced by the State law. The City must now revise its Housing Element and receive review and comment from the California Department of Housing and Community Development. The revisions were based on the current requirements in State law, more current information, and changes in housing conditions. The proposed revisions would bring the City's Housing Element into compliance with the current State housing requirements. Additional sources of housing infor- mation, most notably the 1980 Census (previous Element used 1970 and 1975 census), 1984 estimates (previous Element used 1980 estimates), the 1985-1991 Housing Needs Statement, and SANDAG's Series 6 Regional Growth Forecasts (previous Element used Series IV) are used in the revision. The City contracted with the San Diego Association of Governments (SANDAG) through the Local Technical Assistance program to assist with the revision of the City's Housing Element. SANDAG staff worked closely with the City staff and used the information available to it as the Regional Data Center and as the agency responsible for the growth forecasts and fair share needs. SUMMARY The City's Housing Element contains three chapters: (1) Introduction, (2) Goals, Policies, and Action Programs; (3) Implementation Priorities, Update, and Review and an Appendix which contains the Needs Assessment. The Goals and Policies have been revised only as necessary to reflect the status of current policies, ES- 1 > 4' a 0 programs, and the new Needs Assessment. The Implementation Programs are the blueprints for the housing activities from 1985-1991. These two chapters should provide the City with a means by which it can develop, modify, and/or revise its housing policies. Several policy directions may need to be revised during the next five to six years. City Council may wish to identify other directions or ap- proaches for the City. The Housing Element should be used for these purposes. The Appendix provides an up to date housing needs assessment and a thorough analysis of the important aspects of the housing market in Carlsbad. The Needs Assessment is a response to the State requirements for certain types of information as well as a documentation of the City's housing conditions and market. The Needs Assessment also identifies the total number of units (11,589) that the City will have to provide from 1985 to 1991 based upon the adopted region's need for affordable housing, the City adopted (in 1984) a goal of assisting 680 lower income households from 1985 to 1991. AFFORDABLE HOUSING The Housing Element identifies forty-three policies and actions to address the entire housing needs of Carlsbad. While the programs will address the housing needs of all the economic segments within the City's housing market, incentives which will provide affordable housing are necessary. The policies and actions which will address the fair share responsibilities respond to this requirement. The City will use existing federal and state resources as well as locaI incentives to provide almost 700 households with affordable housing. This effort would meet the City's "fair share" responsibility. The City will add to, and/or build upon, existing and previous programs in order to meet this objective. The following table summarizes the impact of the programs which will address fair share goals. Regional Growth Forecasts. In order for the City to provide its fair share of the ACTUAL AND PROPOSED FAIR SHARE PROGRAM SUMMARY CITY OF CARLSBAD Actual Projected Units Prograq Units 40 Section 8 m-3 35 160 Seniors m-4 60 0 Housing Development m-5 100 31 Master Plan N-7 . 100 106 Revenue Bonds Iv-10 40 0 695 337 Total Fair Share Programs (408) Fair Share Goal (680) 1979-1985 Program Number 1985-1991 - * See Chapter 2 for more detailed explanation of program. ES- 2 I *' 8 e These programs are designed to address the housing needs of lower income house- holds (a household of four with an income of less than $22,000). Using standard definitions of affordability, units should be available that rent for less than $550 per month (focus of these programs) and that sell for for less than $65,000. CONCLUSION The revised Housing Element is a response to State laws and provides a local planning Element which will guide the City's actions on housing matters. The revisions are based on current data and information, and they outline goals, policies, programs and actions which are designed to meet the City's housing needs. ES- 3 ,< e 0 CHAPTER 1 INTRODUCTION GENERAL COMMENTS The Housing Element of the General Plan is intended to provide citizens and public officials of Carlsbad with an understanding of the housing needs of the community and to develop an integrated set of goals, policies and programs which can assist the community in meeting those needs. The Element also includes implementation procedures and priorities. The Appendix includes an extensive needs assessment. This document is the result of technical revisions to the Housing Element that the City adopted in 1981. The most significant changes are updates to the needs assessment and additions necessary to comply with the State requirements governing Housing Elements. The GoaIs/Policies/Programs section was revised where changes in the needs assessment suggests a revision in goals, or where evaluation of the City's progress from 1980 indicated a need for such re- visions. THEMES: DEVELOPMENT AND PRESERVATION The two crucial themes that were identified in the 1981 Housing Element continue to be emphasized by the revised Housing Element. The first theme is the City's desire to ensure orderly growth. Carlsbad's population has exhibited a rapid rate of growth, more than doubling from 1970 to 1980. The rate of growth is expected to continue. The following table illustrates past trends from 1970 and the projec- tions of growth in Carlsbad to 1990. TABLE 1 CITY OF CARLSBAD 1970-1 990 Year Population Households 1970 14,944 5,149 1975 19,700 7,240 1980 35,490 13,352 1990 62,700 26,100 Sources: U.S. Census, 1970; U.S. Census, 1980; Series 6 Regional Growth Forecasts 1 _____ ~- I t' 0 0 The second major theme is the desire to preserve the character of the City's existing residential areas, community scale and desirable environment. This theme is expressed through an emphasis on rehabilitation and preservation activ- ities in older neighborhoods and an emphasis on neighborhood identity, orderly development and compatibility with surroundings to be stressed in new develop- ment. Both themes are addressed in the goals and policies of this element. Toward a Comprehensive Housing Strategy for Carlsbad The Housing Element is intended to serve as a guide for both elected officials and staff in evaluating proposals, determining priorities, and making housing decision3 of all kinds. The goals of the element provide a basis for reviewing day-today issues and serve as a basis for evaluating alternatives. The element, when viewed as a comprehensive housing strategy, also provides the city with a framework to respond to regional, state and federal housing initiatives and to evaluate state and federal programs for local use. The element is a comprehensive housing strategy that informs all residents of Carlsbad's goals, policies and priorities which attempt to meet "the housing needs of all economic segments of the community." HOUSING ELEMENT REQUIREMENTS Each city in the State of California must have an approved general plan to guide its development activities. The plan must contain certain elements. The Housing Element became one of the required elements in 1969. State law passed in 1980 (AB 2853-Roos Bill) describes the requirements for housing elements, the need to include an assessment of Regional Housing Needs, the role of the California Department of Housing and Community Development (HCD) in the review of elements, and procedures and timing for the adoption of the Housing Element. According to that law, the Housing Element is expected to contain three parts: (1) a statement of the community's goals, quantified objectives, and policies relative to the maintenance, improvement, and development of housing; (2) a program which sets forth a five-year schedule of actions to implement the policies and achieve the goals and objectives of the Housing Element; and (3) an assess- ment of housing needs and an inventory of resources and constraints relevant to the meeting of those needs. The needs assessment must include the City's share of the regional housing needs of persons at all income levels. The San Diego Association of Governments (SANDAG) has developed the Regional Housing Needs Statement which responds to the state requirements and has been approved by HCD. The City of Carlsbad adopted the Needs Statement on April 17, 1984. 2 .' 0 0 REVISIONS The Housing Element must be revised as appropriate but not less than every five years. The state has 90 days in which to review elements or revisions to ele- ments, The extent of the revisions depends upon the differences between the previously adopted Housing Element and the requirements of the law and/or the availability of more current information and changes in housing conditions. The City of Carlsbad adopted its existing element in July 1981. The requirements for housing elements were adopted by the state in 1980. The City's element addressed a portion of the new requirements. This revision to the City's Housing Element responds to all of the requirements. Additional housing information is now available (most notably the 1980 Census, 1984 Estimates, the 1985-1991 Housing Needs Statement, and SANDAG's Series 6 Regional Growth Forecast). The update to the needs assessment contains a thorough analysis of the important aspects of the housing market in Carlsbad. This section also contains most of the revisions made in the Housing Element. Other changes in the element are largely responses to the revised needs assessment or updates based on current conditions, policies, and programs. GENERAL PLAN RELATIONSHIPS California law requires that general plans contain an integrated and internally consistent set of policies. The Housing Element is most affected by development policies contained in the Land Use Element which establishes the location, type, intensity and distribution of land uses throughout the city. The Housing Element has been drafted to be consistent with the Land Use Element which, for reasons of safety, geology, open space and noise, declares that certain areas are to be pre- served or developed with non-residential uses. The Housing Element does not suggest specific sites for particular types of housing. The element recommends general areas and locational criteria for future housing development. An effort was made to make these recommendations consistent with the Land Use Element. If it becomes clear that the goals of the Housing Element are not being met within the locations and densities established for residential development by the Land Use Element, the Land Use Element will be amended. Goal Setting and the Land Use Element The Housing Element uses the residential guidelines of the City's adopted Land Use Element as a policy framework for developing more specific goals and policies in the Housing Element. Although the Land Use Element enumerates 16 different guidelines for residential development, they encompass five main themes. 1. Preservation - The City should preserve the neighborhood atmosphere, retain the identity of the existing neighborhoods, maximize open space, and ensure slope preservation. Choice - The City should ensure a variety of housing types, a choice of all economic ranges, a wide range of housing types (apartments, townhouses, etc.), different styles and price levels in a variety of locations. 2. 3 *' 0 0 3. Medium and High Density Compatibility with Surroundings and Services - The City should provide close-in living and convenient shopping in the commercial core but limit large-scale development of apartments to areas that are most appropriate. Housing Needs - The City should utilize programs to revitalize deteriorating areas or those with high potential for deterioration and seek to provide low and moderate income housing. Managed Development - The City should ensure orderly residential develop- ment, avoid "leapfrog" subdivision, and allow higher density where existing or proposed public facilities can accommodate increased population and par- ticularly within the Village Area Redevelopment Project. 4. 5. , 4 .I 0 0 1 CHAPTER 2 GOALS, POLICIES, AND ACTION PROGRAMS INTRODUCTION The Housing Element includes five general goals, nine major policy areas and 43 recommended action programs. Not all tasks were given equal weight and atten- tion. Chapter 2 of this Housing Element highlights those policies and programs which, because of both State guidelines and local need, were to be given priority. Chapter 3 assigns responsibility for implementation of the program. Ultimate responsibility lies, of course, with the Carlsbad City Council, which is to assign staff and resources to carry out responsibilities under its guidance or under that of appointed review bodies. The Summary Chart lists each of the Element's 38 action programs with corresponding staff and review responsibilities. Those appointed bodies with review and evaluation responsibilities will be assigned appropriate staffing as indicated in the chart. The chart also includes sources of funds. All actions are subject to final directives by the Carlsbad City Council. GOALS The Housing Element has five major goals. These goals are intended to provide general direction in meeting Carlsbad's two major housing concerns: preserving existing community values and responding to projected growth. 1. The City should preserve Carlsbad's unique and desirable character as a coastal community and maintain high design and environmental quality stan- dards in all new development or redevelopment. The City should assure that future development provides an adequate diver- sity of housing, with types, prices, tenures and locations consistent with the age and economic characteristics of present and future residents. The City should provide affordable housing opportunities in a variety of types and locations to meet the needs of current low and moderate income house- holds and a fair share proportion of future low and moderate income house- holds. The City should assure that the amount and type of housing development or redevelopment is compatible with, and convenient to, the locations of major facilities and services and, in particular, major transportation and transit routes as well as major employment centers. The City should assure that all housing, whether market or assisted, is sold or rented in conformance with open housing policies free of discriminatory practices. 2. 3. 4. 5. 5 e 0 1 POLICIES AND ACTION PROGRAMS In order to meet the goals outlined above, specific policies and programs are listed. Nine major policy areas are identified; each relates to a specific set of housing issues and problems. The first and second policy areas relate to preser- vation of the existing community. The next four policy areas relate to response to new development, while the final three policies involve organization, equal oppor- tunity and update of the Housing Element. Action programs designed to carry out the policy are identified. The City is expected to use its best efforts to implement these action programs consistent with sound legislative judgment. In implementing these programs? due consideration is to be given to the balance of new and existing housing, available resoures, environmental protection and general communi t p welfare. POLICY I The City should preserve its existing character and protect residential communities, which could be susceptible to blight or deterioration, from the encroachment of conditions or uses which would have a negative impact or degrade the environmental quality of those communities. Actions - 1-1 - The City should monitor signs of early decline within certain communities by conducting frequent spot inspections of housing conditions and attempting to make rehabilitation funds available as necessary. - 1-2 - The City should monitor signs of early decline within certain communities by conducting spot inspections of conditions of public and com- munity facilities and services. Conditions should be evaluated for possible inclusion in capital improvement programs. - 1-3 - The City should encourage greater involvement from community and ne igh borhood organizations in the preservation of existing neighborhoods. The City will undertake an increased promotion campaign and also conduct this effort in Spanish. - 1-4 - The City should distribute public notices of major developments and plans to community and neighborhood based groups. The City should continue to distribute the City Newsletter which provides such information for all residents of Carlsbad. - 1-5 - The City should, where feasible, preserve historic houses from demo- lition or conversion to inappropriate uses. Historic properties are eligible for federal and state funds to carry out rehabilitation. These funds are difficult to obtain, so economic feasibility of maintenance or conversion of historic sites is of prime importance. The City has established a Historic Review Committee which will update the existing historic housing inventory and draft an ordinance for the development of historic sites. 6 0 (I) POLICY II The City should utilize code enforcement and rehabilitation activities to preserve and rehabilitate the housing stock within the Village Area Redevelopment Project. Actions - II-1 - The City should continue rehabilitation of residences with funding from the block grant program. Almost $80,000 has been allocated to rehabilitation and $45,000 is on deposit. The City will continue to provide funds for the rehabiiit ation of housing. - II-2 - The City should pursue federal aid and state rehabilitation program funds which allow flexibility in rehabilitation assistance for investors and moderate- and middle-income owners. Applications for federal loans for the area designated will be made by the Carlsbad Housing and Redevelopment Commission, depending on available funds. Rent maximums allowed on bvestor-owned rehabilitated units should be those established by the U.S. Department of Housing and Urban Development for its Section 8 Moderate Rehabilitation Program. - Lf-3 - City action should seek to maintain and improve public facilities and services within the Village Area Redevelopment Project. Funds from addi- tional Community Development Block Grant monies, tax increments, bond issues or general city funds will be used to finance these improvements. POLICY III The City should develop a greater diversity of housing types and pro- grams to meet a significant share of Carlsbad's lower income housing needs; maintain and rehabilitate where necessary the existing stock of lower income housing. Carlsbad's six-year goal as presented in the 1985-1991 Housing Needs Statement is to provide housing assistance to 567 lower income households from 1985 to 1990 (or 680 over the six-year period; 113 households per year). Actions - IIt-1 - The City should pursue those federal and state housing programs which are compatible with the objectives of the City and can provide the greatest number of housing units which would meet the City's current and projected needs. - III-2 - The City should continue the existing Section 8 Housing Assistance Program (265 units) seeking revised rents from the Department of Housing and Urban Development consistent with coastal area market prices. - IlI-3 - The City should also apply to the U.S. Department of Housing and Urban Development for an additional 175 units of Section 8 assisted housing phased over the six year time frame of the Housing Element (1985-1991). The allocation of these units' between elderly and non-elderly households is ex- 7 1' 0 e pected to be determined by funding priorities of the Department of Housing and Urban Development and the City of Carlsbad Housing and Redevelopment Commission. - m-4 - The City should continue to implement program(s) to develop up to 250 new units of senior citizen housing on scattered sites in Carlsbad as approved by the Article 34 referendum in November 1980. These sites should be located in any of the City's four geographic quadrants as long as they are consistent with site selection criteria outlined under Policy VI (Adequate Sites) and avoid concentrations in any one of the quadrants. The City ap- proved three projects with a total of 160 units for seniors by 1985. These units have controls on rent and age to insure their affordability as housing for senior citizens. - III-5 - The City should establish a Housing Development Fund to assist in land purchase or write-down costs for development of lower income housing. Tax increment funds, portions of annual CDBG grant, or state or federal contri- butions to nonprofit housing sponsors should be sought. - IU-6 - The City should insure that the design, location, and quality of projects be reasonably consistent and compatible with other types of ownership housing. Condominiums and condominium conversions constitute a significant portion of the city's stock of affordable housing. In order for the standards for new condominium construction to be valid, the same standards should also be applied to condominium conversions. In order to insure that all condo- miniums offered for sale meet the City's goals, the City should consider the need to reduce and mitigate the impact of conversions on tenants who are forced to relocate. The policy of the City should be to reduce and mitigate these adverse impacts by providing adequate notification procedures and relocation assistance (including payments for relocation and moving costs). The City should provide additional counseling, referral, and other services to aid displaced tenants to find replacement housing. POLICY IV The City should develop public incentives to encourage the private market to provide broader housing opportunities for low and moderate income households. Actions - IV-1 - The City should establish a density bonus program which would imple- ment Section 65915 et seq. of the Government Code. The bonuses and incen- tives provided pursuant to Section 65915 et seq. are alternatives, not addi- tions, to the bonuses provided in other housing programs, - IV-2 - The City should continue to implement ordinances encouraging the mixed use of compatible commercial and residential uses, particularly in the Village Redevelopment Project and in the community centers of newly developed master plan areas. Compatible commercial uses should include administrative and professional offices, retail uses with pedestrian orien- tation and some public uses, Com- bination Districts (combining two or more general plan land use designations (See Village Area Redeveloment Plan.) 8 a e over the same piece of property) are being used in Carlsbad to provide mixed uses. - IV-3 - The City should encourage use of ordinances that extend the provisions of the Senior Citizens Housing Development Ordinance to zones other than the R-P zone. - IV-4 - The City should continue to encourage the continued use of the afford- able senior housing ordinance on a case-by-case basis. - N-5 - The City should continue to encourage the preparation of specific or master plans for residential development on specified sites within the City to avoid the need for further environmental review of individual projects within such specific plan areas. IV-6 - Where federal and state subsidies mandate such programs, or where the City Council deems it necessary to ensure that units which are developed pursuant to Actions IV-1, IV-3, and IV-4 remain available to persons of low and moderate income, the City should adopt programs for rent regulations and resale control - IV-7 - The City should require that a portion of master or specified plan areas be utilized for housing which helps meet Carlsbad’s identified share of the regional need. Much of the undeveloped land in Carlsbad is located in areas where ordinances require master or specific plans for development. - N-8 - The City should continue participation in Local Area Certification process. HUD has certified that the City’s development codes met VA/FHA standards. This certification reduces processing time for applications for VA and FHA assistance. - IV-9 - The City should continue to encourage “fast-tracking” of housing projects which address Carlsbad’s share of the regional need for low and moderate income housing. N-10 - The City should continue to work with private developers to provide affordable housing through the use of mortgage revenue bonds whenever f eas- ible (dependent upon continued legislative support). 7 POLlCY v The City should assure the availability of adequate and suitable sites for development of a variety of housing types and especially to assure affordability. Actions 7 V-1 - The City should continue to encourage zoning of suitable sites in all new developments for medium and high density. The determination of density and location within appropriate areas should be negotiated by staff and developers subject to council approval. 9 w ,' 0 0 - V-2 - The City should continue to encourage the development of suitable sites within the City for manufactured housing, including mobile home parks, mobile home and modular unit subdivisions, and consider zoning code amend- ments to permit these housing types. These actions should insure that suitable sites for a variety of housing types would continue to be made available by implementing the newly adopted amendments to the subdivision and zoning ordinances that provide for the establishment of exclusive mobile home zones and by establishing criteria for the location of factory built housing on a variety of sites throughout the City. The City should provide standards for development and design as well as special considerations for low and moderate income and senior citizen residences or projects. The City should reduce the impact of the conversion of mobile home parks to other uses by providing procedures for notification to occupants and adequate assis- tance for relocation of persons and units. - V-3 - The City should review low and moderate income housing proposals based on HUD site and neighborhood standards (588.2106), which included the following criteria: 1. The site must promote greater choice of housing opportunities and avoid undue concentration of assisted persons in aseas containing a high proportion of low-income persons. 2. The site must comply with any applicable conditions in the Urban County Housing Assistance Plan approved by HUD, as long as that document is required. 3. The housing must be accessible to social, recreational, educational, commercial and health facilities and services, and to other municipal facilities and services that are at least equivalent to those typically found in neighborhoods consisting largely of unassisted, standard housing of similar market rents. Travel time and cost via public transportation or private automobile, from the neighborhood to places of employment providing a range of jobs for lower-income workers, should not be excessive. While elderly housing should not be totally isolated from employment opportunities, this requirement should not be rigidly applied to such projects. 4. POLICY VI The City should plan for the location of major new residential devel- opment along transportation and transit lines to assure access to commercial and industrial employment centers; and plan for resi- dential development to accommodate anticipated growth, as approved by City Council from available forecasts. Actions - VI-1 - The City should undertake a community education program within each of the four quadrants to acquaint residents with recent growth forecasts, availability of services and facilities, and possible impacts of growth. 10 ,' e a - VI-2 - The City should seek cooperation of major employers in estimating five-year job growth, profile of employees and estimate of housing needs. - VI-3 - The City should continue to prepare the Public Facilities Monitoring Reports which contain an estimate of the major services and facilities capa- cities (housing units) on an annual basis and compare these estimates to population forecasts. POLICY VIt The City should actively pursue organizational changes and the devel- opment of new organizations to facilitate meeting the city's housing needs. Act ions VII-1 - The City should work with local nonprofit and limited profit soups to develop applications for housing development, loan and counseling funds available to such groups through state and federal programs. W-2 - The City should consider expanding the role of the Housing and Re- development Commission to include municipal finance and land banking functions. POLICY vm All housing in the City should be sold or rented in accordance with the federal and state governments' equal opportunity regulations. Actions VIII-1 - The City should continue to support affirmative fair market programs by builders developing housing in Carlsbad. Vm-2 - The City should encourage developers/owners of mobile home parks to operate in conformance with "open" park laws. The City should also report any closed park practices to the San Diego District Attorney's Office. POLICY IX The City should periodically review all housing program implemen- tation efforts and update when necessary. Actions - IX-1 - The City should prepare periodic reports on implementation of the Housing Element goals and policies for Planning Commission and City Council review. - IX-2 - The City should conduct updates and evaluations of projections, needs and goals in the Housing Element when the Regional Growth Forecasts are adopted by the City. 11 0 0 - IX-3 - The City should conduct updates and evaluations of housing needs when more current information that would affect the housing needs assessment become available. - 1x4 - The City should conduct a major evaluation and update of the Housing Element in 1991, and revise where necessary. 12 p: t7 0 I& 0 cn X w z n n s ; E D cn g caJ* %$fj 0 8 % 223 stdg c z z z 0 z :e z 8 " &8 d " 3 88 d 8 p:8 .r( 3 OE $E Q,E -$ .; -$ .g 53 ; .; p: 2 p: .5? p! .I? zE s sfi 3E M $6 96 i'l sa $E sE ll v .Ei g$ @ gg g5 g8 35 g5 sz OQ, XE a" ii PI 88 d &8 c( d 3 8g t t 2 2 8 81 p: p: R 2 $ g 2 + a a a 3z a a en 5 3 fiQ, 5 2 .PI 9 E 25 za z .B '6 F: c, '6 c, *- gg g6 '9 9 Xfi ZdE -4- -gZ8 g8 sz OQ, gs Z.5; ~XE XE XE XE mt4 Q, 0 % % 0 0 % 0 a%;yI amur I I I I I al Q, Q, 3 3 3 I 8 ; .; 3 p: .B E d c( d .r( Q, Q, 0, al 3 3 QF: a Q,F: Q,F: -$ .$ ; .$ -$ .; p: .B p: .B p: .I? 2s aa -E (dt .r( cu Q,E a W" ww E2 85 *E afi aE M0 M a+ E .r( MS -36 .r( 96 ...I a' 'Bc, .r( XE XE XE rn+ .- D3 02 XE XE XE * G I I I I I 0, 0) Q, Q, 3 Q, d v-l 0 d +I .r( 0, E$ c, -- p: 2 2 p: .rl .z 2z 02 p: E & a, .r( M .r( ac, *go an a- 4 1; 5 5j E .r( Mho 2 $p: M F: w p:cu 8 .r( W rd E I .r( V c, I 8 43 h .H c, c, po2 p u gs.s .Y 0-$ ka tu; 8 v 8 ! al.55 $2 a*s p"fM d 2 8 v h F$$P B 2c.z & c, $3 2 .2 E OB cu a --.sa QE ;$a Gi g 58 WOE :8z +I 8%; 2 c, t zgc *a gus -- gas F:g$ (d 3 @=a QP >g,M SO& B : SI00 ';j PC PCna n"2 &no PCP0 n"s v a E h .rl g -- q.2 * -E -g .g Mo .3 % p: -0 0 g -h Q .z P e, a .r( .r( .r( c, a maw .r( M 8 -i cu M F: -a al .r( W .r( d .r( B &Id (d fi .z c4 p" *8 28 $5 3 (d 5% S% .$ M .r( ow V Id V ;; .r( n7 hk p: 0 . &I42 hi pr) G u; hi m dr; h c, !3 u z -4 p: r3 0 p: PC iY z w w E cl w v VJ VI g 3 0 X w Q z E 0 u w n 3 p: jl p: -4 E E 3 v2 CI a Err Frc '5 3: Err 3 2 a2 "E 35 rn 3 3 nFrc Ib Frcs Frcg kk 0 2a t 33 e-l m r3 ;ij * mm 3 CI -2 -& -& 2 E 90, 90, Ea QQ Q ki 8 8 82 88 E8 ki8 0) 2 a, 0 0 0 VI 0E OE OE OE 6 I I I I I Q Q Q al al 3 3 3 88888 E 8 8 !z 2 QE QE QE Qfi Qfi I 3 3 CI 6 3 .; -g *; % .; z .g 2 .; -3 E.51 E E p: .5? p: .B p: .51 p: .51 s 6 ii 3 l .M m m m .C CI r( CI d CI .w .U c, 3 3 m E aE *E 56 WE -E SE 8E BE 86 8E 6 M bD E M 5 .- EU .g* MQ .go z6 .Ec, 2s 'g- 3s .B .!3 .r( Mo m- l a" El iz .r( 3 gg gg gg gg g5 2 XE xE XE xE XE E I I I I I d 4 88 4 4 88 4 & 8 P ""SF Q fi ; .r( 3 a a E$n" n" M bo 333 3 2 -2 gg gg g5 gg 25 3 M fi Q P Q) .r( $ ! -8 -8 8 Q c, 3 0 .e CI .- 3 p: -8 p: ElzEl -i3 p: p: E 2 s B .- 8 g 8 8 a a M M M E fi E E E S a Ll E Q I 0 .r( m c, 'E c, -g +., 'E c, .- XE XE XE XE XE cl g LI p: I +l w .r( s; c, c, m .. 8 d <Q 00 E c, 2 .? c, co 8 8 2 c~ X t a, z 0, U n .ei s .s;* $ 0 SUI VJ $ -r( 1 D E& E 8 E -82 2 .H rJ;1"aU Id 5 CI g al .r( c, c, .& U c, 0, VI m E* a 2 .;;lg 2 v) .L ; a 8 - 8 f? 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'E ra E *G +I 9 .d u 0 '3 j z 2; ad .- an zdpg ~~p:s~~ Pz 3Ei. &>A m d2r4 m'4 * e CHAPTER 3 IMPLEMENTATION, PlUORITlES, UPDATE AND REVIEW INTRODUCTION The preceding policies and action programs are designed to meet a broad range of housing goals and needs identified in the Housing Element. The design of the program is a comprehensive attempt to meet both long-range community and the state guidelines. However, in order to implement the program, priorities are set which concentrate resources on the most immediate needs, make best use of the resources available and, in some cases, identify the need for additional time, staff or funds. PRIORITIES FOR IMPLEMENTATION The following priority areas reflect the most immediate needs as reviewed and approved by staff and City Council for the Housing Element. This section iden- tifies those priorities and indicates the ability of the City to implement necessary programs. These programs set the framework for immediate programs over the next few years but are not intended to reduce the importance of the entire com- prehensive housing strategy described in Chapter 2. Preserving Housing and Neighborhoods Major policy and program suggestions of the Housing Element relate to this priority. The City should use concentrated rehabilitation in and around the down- town area. This priority is selected for several reasons: most of the deteriorating housing is located in this area; a major downtown rehabilitation project is under- way; and the Housing and Redevelopment Commission is empowered to direct public and private resources to the area. The work should include the development of more flexible sources of rehabilitation assistance to be used to meet the goals expressed both in the Housing Element and in the Village Area Redevelopment Program. This work should not require additional Housing and Redevelopment staff. Responsibility: Housing and Redevelopment; time frame 1985-1987; funding $50,000. Adequate Provision of Housing Major policy and program suggestions of the Housing Element relate to this priority. The City's major efforts in the provision of adequate housing should be to address the needs of the fair share allocation for low-income households, apply to HUD for additional Section 8 assisted units, and develop senior citizen housing on scattered sites in the City. These priorities are selected for several reasons: a pressing need for low-income family and elderly units exist; the programs would help meet the City's "good faith" goals for its lower income fair share allocation; and the City would have a wide variety of options to develop housing. The work that should be undertaken for this priority would be applications for 18 >' a a Section 8 (existing) funds and presenting to the Housing and Redevelopment Com- mission with alternative ways to develop senior citizen housing. This work would require the commitment of one full-time person from the Housing and Redevel- opment staff for a two-year period. Responsibility: Housing and Redevelopment ; time frame 1985-1987; funding $50,000. Achieving Affordability Major policy and program suggestions of the Housing Element relate to this priority. The major efforts in achieving affordability should be a continuation of public incentive programs to foster private development of affordable housing. This priority is selected for several reasons: the projected growth of the City indicates that private housing development would substantially increase from 1985 to 1991; affordable housing (above median income, but below current prices) is needed in the City; demographic and employment projections indicate a growing need for such moderately priced housing in Carlsbad; and public programs, whether federal, state or local, are unable to meet this type of need. The drafting of ordinances, establishment of the program, briefing of developers, modification of ordinances, and the development of implementation techniques would involve a major commitment of one person over a two-year period (half-time). In addition, the correlation of the ordinances with other suggested changes will require staff and program commitment. Responsibility: Land Use Planning; time frame 1985- 1987; funding $25,000. A significant staff activity would involve the adminis- tration of the resale and/or rental of units to insure that those units developed pursuant to this program would remain available to low and moderate income persons. Responsibility: Housing and Redevelopment. Balanced Residential Development with Access to Employment, Community Facilities and Adequate Services Major policy and program suggestions of the Housing Element relate to this pri- ority. The City's major efforts in balanced development should be to obtain better coordination of employment growth and housing development to assure adequate access transportation, This priority is selected for several reasons: the City is a major industrial center in North County; industrially zoned land is abundant; and increasing numbers of workers need housing and services. The City should con- tinue to develop data about job projections and its relationship to housing devel- opment in Carlsbad. This work would require one person (half-time) from Land Use Planning for one year. Responsibility: Land Use Planning; time frame 1985- 1987; funding $12,500. REVIEW AND UPDATE EIR Review An Environmental Impact Report on the Housing Element has been prepared and filed with all appropriate agencies in accordance with Title 19 of the Carlsbad Municipal Code and the California Environmental Quality Act. The cost of this program has not been determined. 19 0 0 Public Participation The original Housing Element was developed with the guidance and cooperation of a Citizens' Review Committee appointed by the City Council. This Review Com- mittee met in 12 sessions between May and October 1979. A final review meeting was held in January 1980, followed by Planning Commission and City Council hearings and workshops in the spring and summer of 1980. The revision of the Housing Element is a technical update of that document. The 1980 Census, Series 6 Regional Growth Forecasts, and 1985-1991 Housing Needs Statement were used in the revision. Intergovernmental Coordination Regional data on population and housing forecasts and fair share allocation from the San Diego Association of Governments (SANDAG) were used. SANDAG pre- pared the revisions to the City's Housing Element. Local Review and Update After adoption by Planning Commission and City Council, the plan will be updated as necessary. The state requires that the next revision be accomplished by July 1, 1991. San Diego County A copy will be filed with San Diego County pursuant to development of future Community Development Block Grant Program applications. City Staff Carlsbad's Community Development Block Grant submissions will be reviewed to assure conformance with Housing Element Goals and Programs. Department of Commerce, Bureau of Census The decennial national census was taken April 1, 1980. This information and more current information were used as part of this revision. Review of Housing Ele- ment projections and goals should take place if data that would require amend- ments/revisions become available. Program Evaluation Local evaluation of program effectiveness and implementation of policies and programs, with recommendations for change, should be conducted periodically over the next five years with public hearings before the Housing and Redevelop- ment Commission. Major Revision A major evaluation and revision of the Housing Element should take place in 1990. 20 0 0 , .. . .-.. . .~ ~. . .. :-ppp Eyz :x 0 e APPENDIX NEEDS ASSESSMENT I-IETOXCAL DEVELOPMENT PATTERNS The City of Carlsbad was incorporated in 1952; it is the ninth oldest city irl the SRZ? Diego region. Carlsbad's population grew €Tom 9,253 people in 1960 to 14,WA k 1970. Rowevex, daring &e zext 10 gears the City's growth Lncxased dramazicdPy (35,490 in 1980). The City's portion of the region's pop-.ktio~ c5w'oed from 0.9 percent in 1360 t~ 1.9 percent 5y 1980. _- TAXA I PC? ZLATIO N mST3 RY Ck.F-LSSA3 AND SllN DEGO REGION :960-:?&Q g:L :s:;ia XieK_?iG2 ?2.?c'I:T<: I? spu:aGcicn .- . ox ::egic*;'- - 7, _I F9ECh:im -A- : i?2" ...__-_- Y,"'.? " 9: <A 9?253 1,333 ,C i 3 t:! -9 I ??O 1 a ,9-% 1,3 57,s 54 - li- ?-(if .;Cl Li 35:493 1,8f z ,846 ? .< -1 so-G..?zf!: S4.Xi3AG m'F3 No. 4; July 1984 '%e cizmriges were caused ?q- seve:.a? kctors: (I) the City kitiaxe3 i~ szries gf ~ux?rsatioz3 which eqmded the corporate limits; (2) the City became a more ~cban nriented trade and service center for North Co-mty; 13) the develcFment of 1-5 ad S2. 78 placed Car!s5ad at the confluence oz' two of +,he three major See- wa"~5 51 So;.tA Co.crrxty; and (4) the City was located in the North County gro-vtE corri3.m.. To rhe easr, Vista and Sa Macos bcorpmafed &I 2363. To the north, the Ciq of Ccemsidc's devdopment extended to :he City's northern houndar y. TEE: hcusing s%ock has reflected this growth. The City had 5,149 ltnits in 1970 and 25,30G units by 1980. The housing stock consisted. of substantial numbers of skg!e-faaily units Juring the Z95C's and 1960's. Durhg the !ate 1960's z,?d early ?970'::, the construction of multi-family qmits made an impact an the composition SI the City's P1011shg stock. A compazison of the change in housing types b Carlsbad from I970 to 1930 illustrates the growth of multiple family units. Tabiz 2 shows that multiple family units (5 or more units per structure) comprised 15.9 23 0 0 percent of all housing units in Carlsbad in 1970. However, by 1980 multiple family units comprised 24.7 percent of all units. Thus, multiple family units accounted for 29.1 percent of the increase in the entire housing stock from 1970 to 1980 in Carlsbad. A significant portion of this shift was attributed to the increase in the coostruetion of condominium units. In 1970, the City had virtually no condo- minium units; by 1980, the number of condominiums had increased to 2,768 units (18.1 percent of the City's housing). TABLE 2 HO'L'SING TYPES CARLSB-4D 19?0-i98S 1970 3980 Perce.nt Xurnber PcGezt e_II_ Num&t -- Gsits in Structure .... one 3,592 64.8 9,365 $le2 ?'TO to Four 57 I 11"; 1,286 . 8.4 . . -. Five or Mare 819 f5"9 3,775 24.7 5.7 .niobile Homes --- TOTAL 5,149 103.8 25,3or: L!?'"! ,;? s,,<,,,s: ',97:1 ?rid 19x0 Cen.*;s v;psv ~ Lr)[;. - mobile ho3e is ;IlsrJ a1 imporzac_= ,isp+z; ;>f ::>c: l.,~.&ll;, yz_pL]'cl^, ba?Lsin$j. rrn. -ims rt?~reSent& 2.3 3;z?:ex: 0;. a?.:: :r0.::'il" 3c::24T; 51 .I_ 8 74 I_y_ 3 2 --- 167 'I ," - \r P. 12 r9Ti). -:.-.. <. . . c;j,i;, zontaiq2d l.f?'T ;nrJ't.lile hrxcs (3.2 2n;c>r,:.,f L*b,.,*-- ,;: -.-LC" %-. .. f-"-..?; .,'*)' k;....,-.. Ai.kg!. 3y -lssc, 52 z,c,m'tje: of xo:Sils t\oz\ps b ;he :zi$g ha.<! ~~<:~c~rj~.z.f i,~) $74 (5,"j ylfycc .. .I -.. c<)~,~p~iso~: i(j tE?,e c~~oe~ti~L1~! ?iG?;SYZS :X" ':I;.? :: 'e-'-' .._._...'.. - A_ .' -..-:,:-..r:c:\t:< .,- 2,. :. '>c:-<:E:'r t of thc total cocventkna: hcusing in "c5e ry:%k~. DEMBTRAPHIC ASSESSMENT (hxrent Population The. population-of the City wss 14,944 b 1C;T:: accctr+hg to llie cmscc. 3ast.Z m the census, the populatioc cf the City g2w io 33,4?0 in l(?r3U, .ims9 tlrc City's population hcreasud by trJ,S40 people Icsors '1990 to I'.8?'1, z1? k~~~ase of T37.5 by 3.1 percent during the same time. T& C!ij;'s scp?a':ka 8t; 2 ~ropo~:'.ioii of the Tegion's population grew Etcj~~ 1.1 percext k 19?'j tij 2.Q 2exent 52 !?SO. ..--.-. V,?, . percent {the highest growth rate h the reaion). TBC .. --r-mi?'s L.&* g~puia.i::c~c increased b 2% 0 0 TABLE 3 POPULATION CARLSBAD AND SAN DLEGO REGION 1970-1980 Carlsbad as Year Car lsb ad Region Percent of Region - I Population 1970 14,944 1,357,854 1.1 8 Population 1980 35,490 1,86 1,846 1.9 1940-298G Increase 20,546 503,992 4.1 137.5 37.1 - 1470-1980 J;'o %crease Sources: 1?70 z.d. 1980 Census ... .. A= Distribution -- -..--- A. mo::c: detailed alaljrsi.5 cf thz City's d.em,cgr~phi~ chamcferislics -a~ aade from t6~: 1380 Census information, "hi. fkst fs.ctsr that was analyzed was the Sistri- S~l.tlon of popuiaiioa by z~E?. Age Zktsi3~?:0~ !i?aS zzs importat kto:?s3;ng e'icm~~t, ckrzcte-istic because ~QQS~II~ ZexzaG w2.s iiZkace6 by *;>e hausing ?re:e:oxe:; oi the age gro~ips seekkL; horsicg. The Ciry cf Czlsbad popult.ticn y)e2!!eIe$ 5s ch::.;np jj sge $:~.tyi'~.J:i*x& of t5Q $k? D''CMl3 .rwk)zr fym3 i870 ,:D :98r?.. 3 39.8 ?o:.C.:P_r &C,.ezSC ba 'khe prlqr,rt..o.rr c.i: i'k<:? $..1Q ye''1: :>id iP t7~~~i:;~ .. & 23.: fe:.:int +;r':?w.,_. k-2 t?Je araportiofi 3' ;_re 2-'.-4..?: 'i""" c:<, gy>:q; a@. P..lz5:&j. sP.$-Jis -p~.- nit5.,,;-.* rr-.LY $,Q.i. y@.-.rsj gcp&+.tio<), Z??. ;i .;j,.i$2::7{ araai:er ,:J>-lc??~"i;.a",i:.; (g;.,.; pe;:.co_l.ii t.l.5 ?pycpzij 95 ti:? ?2.2Lg &?:.it {X!-&4 -ZCZf$ p~-pk?.!:;:~L?,) ?\'Si ';:-,rqn 1:ns <;(f t2<. ... ?#. ~~,~,,-,~~.:~.~l~~~.; 1.1, I*,*. E l%C< A greater derna.i~I for 'covsing that respntSis to the y70uag zd~ttt po-,ufa.;ion (~Y~FZ- idly thz 2G-34 yea o!&j wa,~ expected h lhe City from 1985 to 1993, 'T'~xs, apatmeuts, ::mwmm:ums, ad :zor?es: si.ag!e family ~c:its were ex-pxted $3 be :He ckrnzzideE- c~mmaodities during the late 198C's, Sermic~ (SC+ yeax old) kousixg a.zd. estz.Sished fzmily 135-55 yea 316) bousizg should Save been i*eXativd.;j- staXe, bus sippi~icx~t, demand iteiis. Hou.ji;hQ.Td Size The ppvkitica of Cai-Isbad hsd 2 !righey cwcentrztion of saali family ZZor.~eE.,o~cl~ <i;nc and two p2ssmj thaz. the zegicc in IW?: 61.1 percent vs. 582 percent. @OE*J~Pstdjyf the City bad 3 lower coi~c~~ntrztion of large family households (three or more peson;s) ttrm tbe regiox 3&,9 percent versus 41.8 peycent. The house- hold coppositio~ figpres rekforcex the age distribution profiles. The demand for sin.?.;?cz units (apartments, toado=i.;.;jums, ad small single family units) should Iaavv.. beec tlout, $0 percea-2 st~cngel- ir, C.wlsbad thn the region. - A\-3 0 .I ., .P~-.w*":~-vP r' .A- - bd.;AJ 2, f>e .&$j$ y& bs+. p~~,~- of? qi:3q?sm jB corn9 san ?.a +iC; 1U$L:!I. R-.'L..e <-:,lZ-i; 236 j:, ~'~2h:'l.j. 5fg3,~r ci;;~,~ei;~~?t~~i~ {1$.5 ?cz<;cat y:?" I$;L:? .!i.~:,~c,e~t? ;>: the ,5 . .1 .. +..,< - .. y,z;.~>,i: it:; .L>.q:rea~& fr.2~~ 31,3 ?..='e ,~ ...-., LC11 .CIS L - ;?< ;:le arjFy:.!apioLl j, j,qTa i.2 A{).J ?~rc~.~~ .*. I. *, ., *" ..-.------..-. .. 23 0 TABLE 4 e AGE/SEX PYRAMID FOR CARLSBAD 1970 TO 1980 AGE 75+ 55-74 60-64 55-59 * 45-54 3544 25-34 20-24 fS-'IcJ ?Q..t.s i? .. f.t w' -. Q.5 ,?I), .L .-.-..L.-~!"."--L."L..-.-L~-'_-.I A----.$ ....- Jb--.A-.-LL.-L - "j ,* .-. .7 c. -;c9 3 7 j 3 ., - 3 G 3 2 1 c -j 2 3 4 :; 6 I :i-~Y ;i' -- F z ph ;?; L E .. fd.2iL.E p E 8 c f N-r 23 F ?G P ?f i,,AT f S4N ,- ..."_....-- CJQi-13tE: 1973 Ceows ?%C 1.50 4 4 '1980 C,?nsus ?:r>:ile 1 c t\ .%>.> ''5 I- L : 9 ?p'yo L.---+ 24 0 e TABLE 5 AGE/SEX PYRAMID SUTPORT DATA CARLSBAD 1970-1980 1970 1980 - X; ern zle Male Fezale Male & J-#ess thm 5 561 (3.9) 547, (3.7) 1,397 (3-9) 1,306 (3.7) 5-9 670 (4.6) 610 (4.21 572 (2.51 832 (2.3) 10-111 801 (5.5) 766 (5.3) 1,153 (3.2) 1,151 (3.2) 15-1 9 765 (5.3) 779 (5.4) 1,413 (4.0) 3,331 (3.8) 'p,o-24 680 14.7) 665. . (4.6) 1,765 (5.0) 2,484 (4.2) 3 5--<& 811 (5.,6) 951 &5) 2,liL5 (5.9; 1,953 (5.5; pj.-3.4 702 .I4.S) 138 45.1) 3,583 fJ0.l) -5j399 (9.5) 45-54 88'7 16.1) 911 (6.3) 1,858 cs,z\ 1,893 6.3) 53-59 256 (1.8) 334 :2.3 960 (2...7) I.i-17 (3.2) 60 (y& 258 (1.8) 306 (2.1) 833 (7,,4) 927 12.61 65-'?4 353 2.7j 51? I3.5) ; .^*.,. '29'1' '-I {5:,i: 71 1 :4& 1 (4- 1) .&?? -." ..2 I" , i - .-. 3) ; 3?$ ;\a) iv; '23 ;.ZG, :.:\ *_ i { ,?Qj ;.rc*q: ''YtJ'? ,>*;L 7*315 (42,3'! 7,555 (51-7? 5' "-. 3 j ,G!::J >.% -? I---. --- --. -.-- 383 :?'.Sf 7 '-3 ? -,-_ --.I- L3L !L6t ---I_. -- Over 74 I. .. . I 14,.52:. SoxF;-ces: 1570 ?Jn?d :3'3g &ns-&s &:d s>--.::ja! :a-&'iatj.c.;i: ::,y ~XX2i.iG, 6 2.5 1 .' a 0 TABLE 6 AGE/SEX PYRAMID FOR SARI DIEGO REGION 1970 to 1980 AGE 75+ 65 " a4 60 - e4 sc, h" -' - 55 ?$5 .. cd 3i-J - tg: -.. ..- f a?- '5s ;iyJ - .,* _,e. -. 2:; . ??$ 13 . ';:? $:,.j- 'id .,* *. r, 9. j.. il .J ~ _: 6-: . 5 urKc%i-L*L=.,..; E 3 +c> i '1 MALE FEhIAiE Percent of Population SQt,!RcE: 79-20 Census PHC 1-51) "P80 Census Profile 26 e 0 TABLE 7 AGE/SEX PYRAMID SUPPORT DATA SAN DEGO REGION 1970-1980 1970 1980 Fernele .___.-- Male P* -- Male Female -- Less t5a 5 55,168 (4.1) 52,635 (3.9) 66,049 (33 62,710 (3Aj 5-9 63,553 (4.7) 61,666 (4.5) 63,687 (3,4 60,232 (3.2) 16-14 64,653 (4.8) 62,257 (4.6) 66,692 (3.6) 64,566 (3.51 15-19 S7,656 (6.5) 58,199 (4.3) 99,098 (5.3) 79,144 [4.,3) 3,g-24 180,983 -ITA) 60,642 (4.5) 132,711 (?*I) 9t96i,3 {5*1) ' 23 '",SA J- 88,708 - [6..5) 83,947 (6.2) 177,844 (9.6) 16Z?.iiS (8.71 4- I* ?* j -.#: 75,071 (5.51: 75,559 6.6) 102,256 (5,5f IOI,SiZ ::I*:>.! ,+5- 31 ?0,352 i5.2j 75,027 (5.5) rz,627 (.d*L.i'.) 8'' t7i - qc .u (4,.3 53-59 26,197 (1.9) 29,903 (2-2) 41,522 (2,~: g;,3sq {;?.hj f: $.,& ~1,675 :*L.Oj 25,?07 (1.9) 35,Q18 {lm9j d,$,99h {2,,2; <>13;;%-." J *A 1 'Ll ! AL ;: ;.: .-: 4 32,:3 [LA) 41,1?9 (3.3! j2,11i {2-$) _- - ^?.-I 25;33: (j&L> 'i?.1!8 (1.3) ZI.b37 e.1; - _-_- --" ...- " .I* .. -.--A -_I-. __- -d--- I- >me. r-l ;'r}3,;:9,$ (5:;z) &,jtD {L% .._ ,aj 7' s~?!, j45 /3+?,9; - * t * CI .: :, i,3 57; 9 54 !,& Led':., ,- J,;=C,?S: 1qc; and iqsi) C:er,s=. ;zrS s?ec:a; :;r'ozr:,ati;n b.i s.;%i;a.:i;2. r. 27 .* e 0 TABLE 8 HOUSEHOLD COMPOSITION CARLSBAD AND SAN DEGO REGION 1980 Household Carlsbad Region Composition Number One Person 2,863 21.1 159,098 23.7 Two Persons 5,439 40.0 231,213 34.5 Three Persom 2,224 16.4 11 2,288 10.8 1,864 13.a 92,3i4 13.8 roar Persons Five Persons 7 59 5.6 43,323 6.5 4.7 Six 0:: "More Persons 43'7 3.2 31,798 Percent Number Percent 'I .c. -- - TOTAL, 23,585 lrsO.0 570,094 100,o Souz-ce: 1980 ;=ens?As .. - ''3 . ._ ^..€LC2 --.I-.- II he racc-ethicity .ta>lc shows that :he City %ad a schstaatiafly lower ::mrje;n,- i,rri:i~zl 31 .... ~:~~fi~~ 23~i~i~t;rz:i (:ni irx!uding Spz?is> origin) e'fim. thz reginn b i9k2 :3.,5 Z?C?"C. t YS. 11.4 prCeE$* Tfie ?ortixi of elie City's I)OP"rl?.~itioA that h22 ::p-si.:L.:. .Xy::;;:; t;72; ?.3,5 ??XEl.:: 455 reg;o3 s pcY:ion %?S 14.8 perce::t. PeC3pie or' .. *? .. .- .. . -->,~~~i~~~ c$-:z:~: cozi:ylse~. p;~st .:>f t:y:-: .:j$~.;nli -- 0% Sp=?:isi; or:++ (87.6 percent), .-.. A 9- - i ." 5L.S:. 9 3 -.. A ~~.-~~:q~q~(-;~yy . i980 p- .<,i-L* < ",-> ,;,srj'!.~. , i--. ;i;<g SA!{ D'XC-3 ;!Ep-JN I Ca-lsbad Region - Per cent --- Number --- R3.c:e-X t;ii7iCi".i K'r:mbey Fercent ~ 1-1--. 21. ---_-- 'White 29,4 jo 83,O 1,374,649 73,8 Black 7 L 1 -t 2 -8 0.6 202,165 5.5 Asiar! 810 2.3 92,856 5.0 4:990 1;"s 275,i7? 14.8 Spama Other -.. 227 0.6 16,999 0.9 TOTAL 35,490 100.0 1,86 1,846 100.0 ." Swice:' 193G Census iT'kis tdok ;,lciudes all races in SpanisS origin population.: 25 0 e Employment Employment was another important characteristic related to housing matters that was perused. The City had 16,320 employed residents in Carlsbad which repre- sented 2.2 percent of the total regional employment (756,382) in 1980. Mana- gerial/piofessional (31.2%) and famirig, forestry, and fishing (7.0%) occupations in Carlsbad represented a larger percent of Carlsbad's total employment compared with the proportions for the same occupation in the region (managerial: 26.0%; hrcing: 2.7%). Service (10.9% vs. 14.0%), precision production/craft/repair (10.8% vs. 12.8%) and operators/fabricators/laborers (7.7% vs. 11.6%) represented + sinalfer percentages. TA3LE 10 EMPLOYMENT CITY OF CARLSBAD AND SAN DEGO REGION 1980 Region "- - Calsbad .. . ._ I_ 2erce;nt -- ^. ..- P zrc cnt 5GuZabe.r -- EUEIbC3 _I-I_ Gc caoatiun :?4I.m,zgez.ial ;z :?xJfessio-.al 5,?.@C 31.2 195,659 X6 .O -.--L-----. J? 1 e,*-aAi,.ai? -.-F.a:r - %":2Li r:, 5,235 32.4 247 J 85 1 22 '8 ;.";r2 < 3r:;-+r,*+ig.2 2,782 -- . -r !. 3 e c -$ : 95 J4 1 :4.,:: 1 r'l ::4 7 .o ?.O,t;'i"8 2' ! lC.8 91,054 & L ..5 L !. >-5 ~~-~~~,~.~~.~-~~~,~~~i g;? ,$ii;7~;~;:t ._ I ~.,. 2 '>&*m,.**,.' CL,,t: U:.L..liJ) 7 -'> --. 2 Lr&-:gy F:.,res;:g e?, Tj.&:k:u 3 -, - - 3 1-r ;y: 233 i 22 ?<W-);>.k ** --- 85,089 -.-- 7.7 -.-- 1 r25.i Operzters, "abrica:ors -1_1 .-p"JTAY- 16,320 100.0 756,832 ;.00.3 S3,wcs: 1468 CensGs & Lz.koi-err; c ., i?%tiS32.tzd a36 %Y3S€?Ceed pOpU!9ik2I? - I-- --- - Two m~xes of hformat.ion were .used in this section to provide mope ctu-rent estlnates md projections of zhe City's population: SANDAG's 1984 Population Estimates and SAr\fDAG's Series 6 Regional Growth Forecasts. Population esti- mates for Jmuarg 1, 1984 fop the City were 40,485 people, a 14.1 percent it?-- crease since 1980 {the County's fourth highest rate). This rate was 46.9 percent bpate~ %ha the region. The City accounted fop 2.8 percent of the ze&sn's popu- lation growth from 1980 to 1984. 29 e e TABLE 11 POPULATION ESTIMATES CARLSBAD AND SAN DIEGO REGION I 980-1 984 Carlsbad as Year Carlsbad Region Percent of Region Populstic~ 1980 35,490 I ,a6 1,845 1.9 Population 1984 40,435 2,040,9 05 2.0 1980-1984 Increase 4,995 179p059 2.8 1980-1984 %I Increase ’14.1 9.4 - Sources: 1980 Census ad X984 S-\NDXG Population Estimates. SAND AG’s Regional Srovth Fo~eczstr, p?o~~d& a- indication 0% tlie Ci‘q’Is growth iz ?cpulation from 1,986 t~ the 7eix 29rJOV AltE~ugh the popuIation michin fh ~~srent City Ii~iitS was ?mt.Cl& % increase by 50,ICO hGTE 1980 % 2ooc (14!.? :?erce~~t ~~.cPc?~cJ~, the highest raze p~ojetted foi the region), the p~pdarioi~ in- crease in the Gerred p!;;rt?ing &,ea {GF’Aj was zqccietl k be su”>s:mtia!ly la~er D .- uriim =%a5 whir’=. ’Zr,i-Z e.z;lected to be 2imexe3 tc: :he c::njr: ff’J,?.33 !11A.3 ~;:?,4ocf Tp.$p from :$ffJ ;4> 7,;z.I: {&Z,-G .oe:c..ne), .I pe-ce~t) ~~CIG 1980 tc %Oi;a, 7”I.C T~~:GZ 3 p?7;til~!i33 ~3.a i~~~jecte:* to iazrcase by _- TA3L3 ;2 PLjr L---L: ;.IN :x,- -r~c ,LL,~US ‘.’77’- , nr- -..n., (--w-T~%xP ch-KLSz-:A:; AN2 S-&l,? 2-02 .,.A -,<i <> ?\2; zj.<J3$ . -.- I ~~i,-22b{> 9eGjOR ---. Yeax --I Carlsba6 Czrslsbad _I_- GPA I-;2--- 1980 35,530 35,900 I+% 1,809 1990 52,?00 75,300 2,335,000 1995 75,:gc $2,100 2,526,900 ZOO0 35,6CO 107,300 2,599,200 Chage 1980-2000 (Numeric) 512, : o!; ?1,4iiL1 831,400 Change 1980--2030 (Percent) 141.: 198.9 45.0 Source: SANDAG Series h Regiozd Growth Yorecasts. 30 I ,. e 0 HOUSMG ASSESSMENT Total Housing According to the 1980 Census, the City had 15,352 totd housing units. This region. During the l97O's, the City added 10,203 units, or an average of 1,020 units per year. The increase from 1970 to 1980 almost equaled the entire stock in 1970 (198.2 percent). The region added 267,108 or 26,711 units per year during the same 10 years. Carlsbad accounted fop 3.8 percent of the regional growth. represented 2.1 percent of the 720,346 year round housing units kt the San Diego TABLE 13 EQUSING TSNRS CARLSBXD AND SAX DZGO REGION 1970-3.986 Carlsbad as Car!sba.d - Rea Percent of Region I--c YE2 . . .. --- -- - - ?yo 5,i-Jt3 450,738 1 .I 13$(-j 12,352 7 I 7 ?c? 66 2.1 1 9 7 0 -I '7' 3 0 b. crease 10 ,X? 267,108 3.8 59-3 - r,g';c-1,9so 70 b-creasc 198 2. $,c.~y~c.s: 1519 &?:i ?,$8c, c;clr:t.s;s .' r y FZ>3'.C 9 .;y2e ho::s;~;g ;3t.;.ck h ti~q C.i.t.:, coataxay.. z~te o*g~?--i>ccqpiec? :?07-1siq3 (8,664 m:its) :.\an rezte.:*-,::;t~g:c~ j:07.~.kg (~$,?~,~ y:l: <:s) i?: 1 $ST:, ac~.-,:~~~e<~ fOT 63.8 -;Je_.;pcf, :Jf >;i: c:<<;:;>l:.2:: :...r:it.. 91 Ca;;baar! b. -1'?8Q.. The per... centagz of o:~nf~~.-3C~.~~iea !XL;LS CS a?! >cjr;aic<: ~JZ.I~:; 7-2 the Sa Diego regioa wzs 55.1 L-I 1980. Renter-occcpicd *nits c~~~prised 36,2 percent of all occt\picd -..--- .: .. -c, 1. _?US, ow~~r~ccl:~:itd 1ni LF . - ._ .- . . housing 53 ihe region 5l 1980. Tl:.BLE 1.4 2-72 N 5 9.z IC. 3-i E RjRE N T%. R) CAELSBA4D AND SAN D-EGG REGION 9,980 Caisbzd Zegion Renter Owner - Renter 1980 Number 8,664 4,122 369,247 300,847 I? er cent' 63 -8 36.2 55.1 44.9 _I_-- -1_1 Bwneir --- Source: 1980 Cenms 3: e 0 Structure Types bother important characteristic of housing supply that was analyzed was the type of structures in the market: single family, duplex, multi-family, and mobile homes. Single-family units formed the majority of housing unit5 in the City in 1980 (61.2 percent). This figure was substantially the same as the percent of singlefamily units in the entire region (61.0). The percent of mobile hones in Carlsbad in 1980 was 5.7. In comparison, the region's percent of mobile homes was 5.2. Thus, the City's howing stock closely paralleled the region's stock when a comparison of types of units was made. + TABLE 15 STRUCTURE TYPE CARLSBAD AND SAN DIEGO REGION I 980 F- e FIGi-., ___I----.- % ------ C alsb ad I ---__I- Percent .~- Xumbe? ----. Per c e21 t -- Number .- ~.=e Uxif- -- Sjqk "s'ami?j.-Detach:ed 7,913 51.7 3 8 7 7 3 22'. 54.e :,:ne~le 0 ";;~~,>y-.4ttac3& 3,455 q .5 $<'? ~ <? 5 G i ..a Lf-q&;< 45 1 3-0 ii+,5 $4 * ,. 5.4 Y?. : &2?$ 3,??5 24*6 s,L D9.F 1: J .+ I *liL 15,503. 1ofi.o '?l;y$ 1 'i c ir ,j 1 --. .-. 1 9; ;, :- ._I a -.. 2 >>,?..I +. - L.:;: .. i) ;iT c ;';e rJT >j$:3:"3 +f.,,.:oSile ,&me .? ,~. . 825 874 5.7 Ci.7 _. 1 ,. , & Ut ',7 & ? .-"- q ' - 4 I .. 77. .--I- 3 7 t .?. 3:3 ----. --~ ,-, ,:: {>lJL .?? z 1 '7 8 2 c; eLasus A.F5 of ;qD*Siqcr 1~2 age of 't.loushg :sl :he City is ar, important cI?aracteriszic sf suy$y Beczusc it L? 23 iuc?icatos of the conditioc of the City's housirig, Many fzdera!. zp.2 state ?rog~=aws izsed age of housing to determine houskg needs azx?. %%e avaiiabi!i:y af iur:d.s for ho~~ir,g and/or comxnmity~ development. For thsse ~uqzosec, the ~;3"sC: significant measure of the age of homing was the nuxber of wiiff: built bqiox 194;C. Table 3.6 shows that almost two-thirds (65.7%) of the mits h ihc City iri 1980 VJJ~~E! hi!t ~FGIII 1970 ts 1980 (in cornparism to 37-6 yercenf: irl. :he FegiortS. XXxnos~ 35 percent of the units were built since 2966 cia C@i7i~E'kGP to $IS? ~xdei: ti(? percent in the region). Conversely, only 2.9 perceat of &re City's k~~ins stock waz built Before 1940 Ivs. 8.3 percent of the region's housing) ad 5.2 prceilz befose 9950 (vs, 16.3 percent of the region's housing). The kousirig stock reflected the extent of deve!opment that hzs taken place trow. 1960 to 1980 in the City. .-.-3L-- wq 32 I e e TABLE 16 AGE OF HOUSING CARLSBAD AND SAN DIEGO REGION 1980 Yea Structure Carlsbad Region Built Number Per cent Number Percent , 1970-1980 10,053 05.7 287,108 37.6 1960-1970 2,860 18.7 167,369 21.9 1950-1960 1,432 9.4 138,926 18-2 1'340-1950 536 3.5 6 1,241 3.0 8.3 -- 2.7 63,567 -- 419 Eefore 1940 -- TOT AI, 15JOO zoo -0 764,i22 1.00 "0 So~ace: 1980 ceasus .e- -rio-&xiF Condition ~j~~:~c~:gh We 1989 Cer,sus di.d not !ac!ude statistics on hrjils!.zg cmditims base2 ____. A--- c.pcz okservation, it 6i;I kL&?tf-, :;tat;stics ths:t cg:c&.n:e .7e,y~ s]os$.y -;;itt; s:lb-. ;jtsGldki;-d >cJl,s;~ng. 323 af t1ic~e !x<ica:cr.s >as .beez ;::~c~s;<ea~, {z%zb:T ~f ~~~~C~~C?~ 3' hoasicg ~::,.,r*~i*;ig~~ ~~jo ~?,c> i-,.sca.tsrs ?:?re J,~,:::.rz-.g ~~~:~~te yik~~?.:;~'' b ::cI? ., . . 7. q-q..;p r.,-,3 2 ><?a1,&,,3-:>- -:..,3..m w-s QftPZ!. P'..W7*iSfyj -.-/-.- v:i3 .a ot:;<r z"a-tcy,: ?x? a;:).:.;e:"i7-J iE:e&s2.x? %WC.93Wik?$* a. Lac:Clhg ".doqlk:e Tlux":"g r-< :'l& ~ . 17 i&:'l"fi.23 y?.. aumbc: ,::: ;ziI-tc k!? cz:$b&. thdt :ar_;<efj CC;T k? lggg. .,. .,, .. ,7 *. TABLE 17 uxm ZAC~G CQMPLETE PLUMBIXC- GAK%,S3AD AND SAN DIEGO REGION 1989 Carlsbaii Region Carlsba 'Jzits Total Gnits ?'uta! As i? Pert Lacking Units Pe;.cent Zac'Jhn Vslits Per~e~t of Proit ___ __-_I_ 2.2 --- ---- .-fa- I._ Tenure --- O-bvner 9 8,655 0.1 1,0&2 369,24? 0.3 0 *8 Renter 43 4,879 0.9 6,076 300,847 2.0 0 .? TiacSIlt - 9 19103 - - 335 -8- 47,812 - TOTAL 61 15,231 0-4 8Jm 717,906 1.3 0.8 1 .o u^ 2.0 0.5 .I- Source: 1980 Census 33 e e The housing stock in the City had a lower proportion of housing units that "lack complete plumbing" than the region's housing units (0.4 percent vs. 1.1 percent. The proportion of units "lacking complete plumbing" for owner units (0.1%) was substantially less than the proportion for renters (0.9). However, all of the proportions for the City were substantiaIly less than the proportions €or the . &OR. b. Overcrowding Another indicator of housing condition, overcrowding, was defined as those homing units with more thaa one person per room. Table 18 compaxs the propor- tion of units that were overcrovlded in the City in 1980 to the proportion of mits that were overcrowded in the San Diego region h 1980. The City had substan- tially less overcrowding than the region as a whole (3.1 percent vs. 6.3 percent) , TABLE 18 OVERCROWDED UNITS CARZSBPcD AND SAX DECO RZGION 1980 CZP ::;3 ad As 3- 3.c.:*- x-'. ,jf ?.._.+? - ,-i. e 5:: 02 Nlm'C?: .i3ex?X: . -.=.LLL&'- ----_1 Cazis5aZ I---.- - -..--,_ I---^- ..css Pe? ROO^ F:u~Bzr ?exeat . . . .. -._.--.-^- -l.--*.--l-.-ll. ___I_ ."?-, . L. .I - 3 13,170 9b.6 433,040 y4S i -4 15,581 2.3 %- * ;*s<j 01; ;efcs ;;*t-J1 t3 :*5QG 230 1 .? 2i ,473 3.2 .:. I) 3 r :;;'y*;& i, 25,585 IfX.0 6 7 I!, 0 94 t,oc:.o .d .Y "Over::rcwdi~,e CCC'JIS when a housing mit has more than 1.00 pers~x. p-- ...a. ''----*v-~ > UL>,*,?. Sa.r!r-ce; 1380 cmsls 'i 3 .' ,-, J. * I.. ..-. _-... c <+ - -- 135 _-.- ,j, ~ 2 1 ST More~~ -? F. .- il <if.~~~. 22d The gad conditio2 of the houshg stock .h the City was a result of a .-ornuasiff ai ?be factors disiscu:%w.3 irt the previous pages: recent construction, little overcmw~.- Liz;r aiiequate facilities, and high owner raties. The halance bctwteeii s\?pp.ly ,in6 &znxu-; in the City's Acusbg market is another iadicator of the ConZiiim .j? t>e ;ko;isi.Eg sfcck, The characteristics that are most ofte-rl w2d to ?ueaswe this balance ae sacanc); rates. High vacancy rates usually indicate low demand. zxI/m :high supply conditims in the housing market, Conversely, low ~aua.cy sates rasually indicate high demand and/or low supply conditions in the kzoushg market. Eo-ever, vacancy rates ue riot the sole indicator of market conditions.. They were viewed k the context of all the characteristics of the local md regional market. The Federal Home Losn Bank sf San Francisco conducted msrzal .. 34 T e e vacancy surveys of the cities in the San Diego region from 1981 to 1985. This information was gathered by zip code. Table 19 identifies the results of these saveys for the Carlsbad zip codes and compares these results with the vacancy Pates for the San Diego region. The City's vacancy rate fluctuated from 1981 to 1985. The most dramatic aspect of the decIine had been the lower rates for mobile homes (3.5 percent in 1981 and 0.5 percent in 1984). In the past, vacancy rates which indicate "market balance" (a condition where rates indicate an acceptable level of vacancy: reflecthg remodeling, seasonal variations and turnovers) mere 3.0 percent for single family and 5.0 percent for multi-family. and 3.0 percent for multi-family. The vacancy rates in the City did have housing market implcaticns: o The standards hoi vacancy rates vere revised to 1.0 percent for single fmily units The value and rent oE all housing would increase during the time of the Eolising Efemect in response to the "tight" market conditions within the region. The Carlsbad mzpket, especially multi-family, was not as tight as the region due to the recent construction of rental and condonb-ium units in Carisbad. The supply of available single farnily arid mobile home units was less relative to the supply of mzltiple family ucits. o o TXELE 19 VACANCY XATES CARLSBAD AND SAN DIEGO -EF,GiON 1981-1984 c Ci3'0 3.3 Sax Diegc Regicn --.- i981 4,982 1983 I984 1985 ----- 198: 1382 1983 1954 I_ ---- - -- -- Singis Fz-zib 1 *1 2 .? 1.4 1.4 2.4 1.6 1.5 1.3 2 34 Multiple Bad.; 1 :7 5.5 6.5 7 -9 5.3 4.4 3.8 3.3 2.8 1.5 Mobile Ecne TOTPL 3"5 3 -9 3.3 3 -8 3.5 2.7 2-3 2.0 1 e9 -- 1.7 - 1.9 - 2.0 - & 2.4 - 1.8 - 0.5 - 2.7 I_ 3.5 - Source: Federal Loan Borne Bank Bomd, San Diego SMSA Vacancy Su~vcys, March 9,981 1982, April 1983, and May 1984. AfforciaSilit77 8, 0m.ls Units The following descri?tior, of touskg reot and valiie in Carlsbad came ,from a mriety 'on' sources: census, multiple listing, and other housing cost indices. The ceasus hforraation provided an indication of housing value and rent jn 1980. Although the accuracy of the cenziis in describing vahe and rent in absolute terms mas limited, it did provide a basis for comparative evaluations. The median ----I_ 35 e e housing value ia 1980 was $123,400 for Carlsbad according to the census. The median value of housing €or the San Diego region was $91,000. The median value of housbg in Carlsbad was 35.6 percent higher than the median value of housing in the region. The comparisons of value became more iaformative when the distribution of the values for both the City and the San Diego region was examined, Table 20 identi- fies the distribution of housing value accordiag to the 1980 Census. The City had a substantially lower proportion of both low-cost (less than $50,000 h value! and middie-cost (more than $100,000 in value) housing than the San Diego region. Conversely, the City had a higher proportion of high cost housing (over $100,000) than the region (12.3 percent 8s. 38.9 percent, almost twice the region percentage). TABLE 20 VALUE OF YOrJSIXG CARLSBAD AND SAN DIE,G@ REGION 1980 CaplShd As z Percszt _I_ Region - Carisbaci -- &&7;;;nq Tjl?i? Value Number Tercent il’u~ber Percext of Reg!iot: Less thm $lo,om 2 -.. 57 s 3.3, 0-3 $liE’?OOO to $15,L‘03 11 ‘J ‘C, 8 lL$ 0 “3 1.4 $ I5,OOO to $2C ,000 5 ool I ,2?C c A 9.5 S20,aoc *,e $25,1333 12 s -2 ?,irk4 8.7 0.6 $25,000 to $3C405 12 0.2 2,359 t: “8 c.3 15 to .L 2?5?r) 0 s9 0.6 S30,OOO to $35,300 $3S,OOr! to $40,000 51 5.8 7 .) 9 fi-1 J 3 I.? $4Q:,OOO to $50,9r,r, 96 i A 5,225 3 2. z *I $%,GO0 io $8O,OGO 2:’? 7 ? -7 8 I ,CE4 2X.8 c: .6 $80,000 to $IGO,OOO 1,028 26.6 69,iSO 24.5 L.3 $100,600 to $149,000 2,955 47.8 66,349 23.5 4,s -- $i50,000 to $200,000 941 : 5.2 22,733 8.1 4.1 378 9 03 211,669 7.3 $200,OCO+ -. TOTAL 6,184 100.0 281,806 100.0 2.2 --- ..PI- ,-. 7 n.. 1 .7 t *. 2.8 - --- I__ MEDL4M VALUE .!$123,4i30 $9i ,Oc)c) (+35:6) Socce: 1980 Census The Chamber of Commerce provided reports that identified housing market price indices, which measured the chage k housing va1rte. Alt‘nough the absolute values were nat available, the changes ki value offered soae indication of supply charac- teristics. Tabie 21 shows that the City has e-xpcrienced risbng housing values over the past ten years (X2?.$%) wit‘ii a peak dvsrinng 1978 and ’1979 fahost 60% in- crease). ’Ms pattern is paral!eled, at the regional lcv~l but the rate is lower for 36 e e the region. Carlsbad's houshg values increased 15.7% from 1982 to 1984 while the housing value €or the region and many cities actually declined. TABLE 21 HOUSING MARKET PXCX INDEX PERCENT CHANGE IN VALUE CARLSBXD AND SAN DIEGO REGION 197 5-1 984 Percent Change Hocsing Market Price San Diego Region Percent Tercent Yea Median Average Region C arlsb ad --- 1945 $37,000 $45,500 13.2 1006 1996 $42,300 $52,300 14.7 8.1 1974 $54,000 $65,200 24.7 '14.3 9.973 $72,200 $8493 00 29.3 38.7 1993 $83,400 9?03,,400 23.1 20.3, 1'3833 390,000 $15,O,&00 6 -7 lO*l SiZ7,OQO 4.8 !On1 -2.0 3.2: '982, $1~6,000 c? 124.5 09 1953 $103,4r20 $1 24,433 -3.1 5.; ; 92% s 1 1 I :%?5 $;3?,200 i .6 6.8 * 7,931 $1 OG,30G $*,Z*tjT:e: $23 Diego C?.:.~Z~..L. ~f ZO,,ETC, t'conctnic Bulktin. Tt?e ab3~e f'lg1;res identify r';rc?. oailie OP existing homes. hformaticn &~t %>e ~z1;:e of iie-2 52~15~ KZS not 3.5 csadzte 'nut wrae fijgres were arailabie. Ac- CCX-~EE t~ t:?'> Sm Diego Chanbzr of Zozimerce'c Ezonoinic 13uiZ~tic, the medim ?:ice of new singif family tyzct its sold cim*kAg 1983 mas $99,740 b the soathca portiorz of the region, compared to $125,250 for the northern portion (k which Carlsbad is located) of the region. The median price of the inventory of msold &$e family units bring 1883 was $99,775 in the southern portion of the zegion, cc;mpzrcd to $135,714 for tEe northern pixtion of the region. The medim price gf usrrlf;-farnil~; xiits sold durlng 1983 mas $92,075 i? the southern portion of ehe regicn, ccnpmed tu $37,777 for the northern portion of the region. The mediaii price of the unsold inventory o€ znulti-family housing in the southern portion of the region was $83,279, compared to $85,000 for the northern portion of :he regifin. < 37 I e e TABLE 22 NEW XOVSIXG VALUES SAN DEGO REGION 1982-1983 Single Family Mu1 t i-Family Sold Unsold Sold Unsold. lm- 1983 1982 5983 1982 - 1 1983 1982 South County $101,196 $99,740 $151?081 599,775 $81,105 $92,075 $94,910 $8: North County $154,303 $126,250 $151,582 $135,714 $102,397 $87,777 $95,338 $8! Scurca: Sa Diego Chamber or' Commerce Economic Bulletb, Voltrrne 31, No. 10, Octo 1983. p - - I_ - b- Rentad Units One SGUPC~ of informatioh., for the analysis of rerr:al units was the cecsus. -rigah, t% ceilSLL5 infozrnatlon was osed lor comparztivs ana:ysis rather :ha? fop absolute market con3i:ions. The comparisoo of :he distribution of ~nts Setween the City ad the Ssli Diego regiosl Pesilited m substmtialfy the same distributions k tk rcgicn. The City had a to we^ proportion 6i 117w-cast (less thm $250 F%P month) rerxa! mlts than tle SPA Oiego regfm. Conversely, the City h2d a higher -;ropor;h oi ~id-ievd ($2'13 io $523 per ~0:15! rziiid its, ~!Spec;zi!g X t3~5 tk-13 C-.e region (16*4% TS. 9.5cZ;. .- I . ,*. ,$?I30 to $400 per month rental ?32p LIx nrg2 c:os?. (TE.r-Ci0 thsn $Sr=i!! per. XTith) i- 38 e e TABLE 23 RENT RANGES CARLSBAD AND SAN DIEGO WGION I980 Carlsbad Rent* Units Percent Units Percent of Region Less than $60 12 0.2 905 0.3 1.3 $40 to $80 20 0.4 1,684 0.6 1.2 $80 to $300 69 1 e4 3,4 57 1.2 2 .o $100 tc $220 51 1 .o 3,944 1.3 1.3 $120 to$lSO 92 1.5 8,164 2.s 0.9 $150 to $170 39 0-8 8,564 2.9 0.5 $170 to $200 17'6 3.5 21,336 7.2 0.8 $200 to $250 583 1201 5.5,420 18.8 1.1 $250 trj $300 1,104 22.7 65,315 22.2 1.7 163 42 2747 143 1.9 25,413 8.6 1.5 $300 tr; $350 805 $350 to $400 381 : *k? $450 to $500 753 15-5 23,972 102 2-5 $WC+ I24 14.9 22,024 7.5 3.3 f .2 No cas3 Rent 2: GT.4 T, u,: r> I LC$*$ 234,847 IC0.0 2 -7 ys:L'TA;: 6FL,QSS FZh"iT ,$?i7 $281 Carlsbad Region As a Percent - n - -/ 3 I .E. 5,992 2.0 --- _I , rpn - rn *G-rsss t:enk n,o~?.rast tm,: $is ?.verege -;le:ithlY costs c)f utilities ad fuels. sozi.cr?: 1483 Cm:;us An apr'imcnt zcntal rate survey (July 1984) h2icated a substantial increase in rent rmges fro= the 1980 fig-uzs. Zr, the North County azea (PowaylNorth Sa11 Eiego zo e~ZsbaC/Qceansidz/FallbPook/Tau~a Yallej-), the average monthly rent {mfwaished, tenmt paging gas and electricity) was $491 (studios, $335; 1- bedxom, $440; 2-hedroon, $517; and 3 or more bedroom, $5'78j. E? compzison: the region's average rent was $481 (studios, $37C; l-bedroom, $424; 2-Sed,~oozn, $515; mc? 3 oi' more bedroom, $591). The rents for North County hcreased by 5.2 percent for 2-bedroom units ad 6.2 yercerit for 3-bedroom units over six mcnths (Zanuary 1984 to July 1984). This sui-vey a!so identified a -~aca.ncy rate of 2.1 perceai for apa-tment tvlits in the North Cmmty aroa. c. Overpayers The census provided mother source of bcome data that ~elates more directly to the homhg market: haushg costs as a percent of household income. This meas- urement relates housebold income to b:~-a.siT;g costs for owners and renters, Further, this information was availzible by income range. This indicator was an important mcasuremert of local housing market conditions because it reflected 39 I e 0 the standards that federal and state housing agencies used, not only to measure the housing needs of a community, but also to determine the level of assistance those households should be given. Traditionally, the standard measurement of housing costs was that n~ household should have to spend more than 25 percent of its income to secure adequate housing. However, the standard was raised to 30 percent in 1984. The figures h Tables 24 (Renters) and 26 (Owners) identify the percentage of households that “overpaid” (pay more thaa 25 percent of their bcome for housing) for housing in the City and the San Diego region in 1980. Tables 25 (Renters) and 27 (Owners) identify overpayers by income range for the City and the region in 1980. The percentages for the “rent as a percent of income” for the City and the region were similar. The largest proportion of “overpayers’ were the low income (less than $10,000 household income) households ir? the Ci.:y ($3.2 percent) and in the pegion (64.1 percent). I TABLE 24 RENT AS A PERCENT OF ENCOME CXRLSBAD AND SAN DIEGC REGION 1980 - Rezt 3s CarlsbaZ Numlnr Percent of Xeaion 3 oi bcome I er c elit Cazlxbad Region As a Percen Less thaz 20 Percent 1,473 31.1 76,135 26.8 1.9 ZO-ZC; Percent 715 15.1 41,410 14.6 1 .? 25-35 Texent 915 20a6 sr,,oaz 21.2 1.6 L .5 over 35 Percent 1,567 106,03 9 37.4 33.2 TOTAL 4,?30 IW*O 233,666 ICD.0 1.7 -- -- -- Number Percefit - -- 1_1_.__. - -- -- Source: 198i: Census C 40 e 0 TABLE 25 RENT AS A PERCENT OF INCOME BY INCOME CARLSBAD AND SAN DEEM RFSION 1980 INCOME Rant RE bs5,boo $S,~lO,OOO 11O,ooOjlS,oMl IlS$WS20,000 S2Q ,OOO+ W-~ZT P-mta Wvmkr Patent* Number Pcrcmt* Numb Pacent* Number Percent* ---- Pacesit oi -me CA?USIAD 122 2.6 218 4.6 1,101 23.3 L4sthanUJPateDt - P 32 0.Y ' 20-23 Pacent 41 0.9 23 0.4 193 4.1 194 4.1 267 5.5 2535 Percent 15 0.3 169 3.6 334 7.1 248 5.2 209 4.4 39 PcrccJt 532 113 701 14.6 265 5.6 64 1A 5 0.1 SAN DIEGO REGION 44,990 15.9 Le€a tksn 24 2iscea4 134 03 2,833 1.0 9,069 2.2 18,403 6.5 2U-25 Pacat 1JW 0.5 4,031 1.4 14,186 3.0 11,990 4.2 9,901 3.5 25-35 Ptrcmt 2391 0.8 16,133 5.1 ZS,ZSB 3.9 10,472 3.7 5422 2.1 3% Yetcent @,36X 14.4 46,968 16.6 14,415 5.1 3,576 11 359 0.1 0. Yeca'l of TULZ~ Rest- ClzzkW (4,7301 ce~il R+ (%83,6663. SWXC; icim ram 9 'he ?eresntag?s fo~ omers wb oveqaid were higher in the City (38.3 percent) ",?a ze,$.sn (32.6 p?rczult), U.dike the figures for renters, the larg2st percentages oi 'tneqa.y~~~' icy mzic~s .ve:e *hose hwsehdds with k-comes above %ZO,OOC per vp >LF* J- TABLE 26 cm:3?. Ci)STS AS A PERCENT OF l[NCBME 7,580 $"' ,,,,..,.SBAD A -Q : AN2 SAN DIEGO REGION Carlsbad Region -4s a Pexent I_- Carlsbad e Bwrle;. costs 2s Ebirnber Percent Number Percent sf Rsgion - uIp-IIPI-II- Percent of hcnrre -.. Less than 2c! Percent 3,311 43.9 155,876 55.7 1.9 20-25 Percent 783 12.7 32,639 11.7 2.4 - 25-35 Percent 1,145 18.6 42,356 15.1 2.7 Over 35 Percent 5- TOTAL. 6, IL 53 '10G.O 2799990 100.0 2.2 2.5 - 1 214 19.7 49,119 17.5 * 6 Omet costs include zortgage, real estate taxes, insurance 2nd utilities, Scarce: 1980 Censas 41 i I e 0 TABLE 27 OWFR CQSPS AS A PERCENT OF lNCOMH BY XNCOME a&SBA.D AND SAN DBGO RZ-N 1950 MCOME 045,000 fS,OOOJl0,000 tIO,OOO-S15,000 fl5,OM)-StO,MX) s2g,owc 6rouscOaU ParcmtofhYorne Numb Percent” ZTumba Pucectm Numba Percat- Number Percmtm ,-, percCr CARLSBAD ;,m 3a kr, ‘tran 20 Parcsnt 26 0.4 119 1.9 234 3.8 US 4.0 - - 2% 0.4 34 0.6 57 1.1 20-25 Pe~ccnt 25 0.4 55 0.9 44 Q.? 34 9.6 193 21 25-35 PercmOZ 660 10 $87 16 bxl 9 3% Percent 99 1J2 131 2.3 I91 3.1 SA?J DES0 REGION - 16,?59 6.6 113,901 40 3.4 14,017 5.0 r hs thzm LO PsrcrPt 1,467 0. b 9,552 2045 Przcmt 1,156 0.4 2,119 o.a 2,886 12 3,8W 1.4 22,669 t5-35 Prtczzlt ~$2.3 0-5 2&34 1.0 4,313 1.5 6,241 2.2 t7,435 c 3% Psccrnt ‘3,755 x..? a,7a2 3.1 9,253 3s - 6,555 3.5 P4,??4 I c &&$el.’# crrt tor3Aeu rnwtgqp, red rt.,tXZC tuea, kPWCS, d :icilitfa2. ~opp=a: iwo =I= w p~car oi Tow Oww=n; Cxrlrhrd. ib.1531 d R%pa [Zf9,9%* men fbe 3taxXiard 0: 25 pe:ceP.* at kJsom@ for ZF:,: 7gzs %sed, ‘&e pepzest of . >. moveqapersn F;‘;?,s ere2 mr,m :ncrc~t.iv~ ai :%e lacis of affordai5:c izouskg, ~~b!~ 28 wnrnarizes +&e overpzyex. as a PCPCC-.; of di ~:IDus~-~..o~~E. for +&e City a~d the Pegior? in !93O. Tar! >e~-te~.ia~e 04 ove:-paye:5 of a:]. kccs,oholdr, it~? Fen?.”“~ and owners! XI the City (45-G ?ezci::.:j pas siigh.tls iower t:2a1 gate for ~~26: 2egiar (45.7). The rcyter ~LDLE~II~~?.; :e~,ecir-.iy 23qCr incoxcf paid di:jPyoFaTciotjte .- . -. amounts of theis kame io: t?~~.~ir?g; 53,1 ?exen: of the renters k the City pzid more tBm. 25 percent of their tneome fop Pent. C 42 s 0 0 *‘ TABLE 28 PERCENT OF OVERPAYERS* CARLSBAD AND SAN DIEGO REGION 1980 C adsbad Region Overpayers Overpay Overpayer Total As a Percent Overpayer Total As a Pen Households Eouseholds of Total Households Households of Tot’ Owcers 2,359 6,153 33.3 91,475 279,990 32.7 58.t - 53 .? 156,121 283,666 Renter3 2,542 4,730 _I- TOTAL 4,901. 10,833 45.0 257,396 563 ,€I 56 45.9 *Honsehoids paying mare than 25 percent of the income for reEt or owning a home, So1uce: 198C c2asm . ... .. 4. ~xorne The rzext it3~ d.iscusse6 -side> AI”Eo?ddsility is the ciistribiiticn of k.cois;_cs viitl5.n tke City acco~diag h the cztz2.gorks used by the state hxsixq officials. FOUY t~,t~-g~~ies of blccwz vex iise.5 bzs-53 on tke 19SCi Cens~s (5ased ~z1 a homehclc? oi <G!3 ;>e:-sonsj. r:: ‘Very j.0~ kczrue {up t.3 3 perceat of: -;he mec’;ian ~COEC (1938 - Si;’,lO?] of .. 23 hc~:s~fi:~~d~ k tho aet:o?ziitai1 area: 0 -- $8,554); 0 L0.K ktou3 {f:.ara 56 ‘:I3 x percez?: of the median income of ai: ;cl3LlSc:.lsr!2S Ir: ->:TO --*- a+~~>:3]:+z~a ;jbyca: Moderate income (horn 8L‘ to 120 Dercent of the media ;arcme of all 56 holds in thz rcetropolitan area: $i3,685 to 520,528); and All others [above ZiX percent of the median tlcomc of all hmseholds ir\, “Le meimplitan area: abve $20,528). $s,5.j+Zy io $?3,58Gj; i4 o .&though these definitioiis remained coasta-nt from 1930 to 1984, the rages changed as the median income ctf all homeholds changed. For exarnTIle, the rkges of Lacone in the preceding paragraph were based upon the 1980 Census Oefinition of tbe median incoInc sf all households in the region. By 1984, the ranges had b.cfeaseC to $~l,COO for very low income, $17,500 for low income, an2 $26,400 for moderate income, Using these figwes, the income distribution for the CiFj was identified. Table 29 provides a csnparison between the distribution of income categories for the City an0 the region in 1980. The City had a lower percentage of koweholda ic thc 7eq low a8 low income categories than the percentzge of households iri th? same categories H the region (29.3 percent vs. 3?.8 percent). The City duo had a lower percentage of households in the moderate income cate-. gory, The City had a higher percentage of upper income households than the region (54.9 vs. 40.9 percent). 43 f e 0 TABLE 29 HOUSEHOLD INCOME DISTRIBUTION CARLSBAD AND SAN DEGO REGION 1980 Carlsbad * Category Number Percent Number Percent of Region Income Carlsbad Region As a Percent , Very Low 2,134 15.8 150,798 22.5 1.4 Mode r a? e 2,131 15.8 129,741. 19.3 1.6 2.7 All Others 7,419 54.9 274,263 40.9 TOTAL 13,510 100.0 670,634 100.0 2.0 Sarr;-ce: 1980 Cens.s LO% 1,826 13.5 115,832 17.3 1.5 I_ Tzhk 36 wanpares the imxme distribuTion of households for CuJtr.5~5~6 and the regisr, Ear f 380. Although the same general coiqazisons between t3e distributicc ~f househol6 imxmes for the City and -tke region were made in 1980 as were made i11 :?TO, “Le differences were szdk ir, 1960 and spread over a greater ra:ge GE Fn,coiaes. ?%.e regior, ha6 rr lowe: prcerttagc thzA tlie City of househo!ds wltlz. kcomes ~7-3;; $ZO,OOO (42.4 percsat 7s. 55.2 percext). Conversely, ”,he .Zit? h:zci a 23~1:gp ~~~ce~t~ga th~, thz T~@OII 3f E~s.Js&o’,~s =it5 ~TICOITIZS under %20.0G02 The mediasr h;;-;~seholti iil~om3.s =ere &SO sibsixn?tiai!y higher iil 1939 for ~be City $3~; tk? ~egir.r?, ($22,354 7s. $I?,PO?, 3P,7 pzzczzit highc-rj. ., C 44 < e 0 TABLE 30 HOUSEHOLD INCOME DISTFUBUTION CARLSBAD AND SAN DIEGO REGION 1980 Catls'bad Carlsbad Region As a Percent Household hcorne Number Percent Number Percent of Region Less than $2,500 437 3.2 26,620 4.0 1.6 $2,500-$5,080 587 4.3 47,985 ? *2 1.2 $5 ,00 0-$7,50 0 '577 5.8 52:583 7.8 1.5 $1 O,SO0-$12,500 1,002 7.4 60,197 9 00 1.7 $ Id 9 5 00-$, I. 5,000 177 5.8 49,003 9.3 1.6 s: I. I ,500-~20,000 752 5.6 43,559 6.5 151 $23 ,Q(jO-$Z?,, 5130 908 5.7 45,363 6.8 2.0 $~2,530-~25,0@8 416 5 -3 35,641 5 03 2.0 $25 ,G33-$2? ,536 745 5.5 34,506 5.1 2.2 $27 3 5 oc -4 3 0,000 'I IO 3.3 26,036 3.9 2*T $30 ,OOO-$Z 5,OOCj 1,073 7 -9 44,097 5.6 z ..e 535,000-"$44~008 1 $9C 8.1 29,232 4.4 3-7 $.$g $3 c --$3 c : 3.3 0 ',,%I 7.F; 32,952 4 .? .,A r L, .., ,* ." I t.1 .. d?C 0 -s 7 5 -90 9 975 ? 2 24 9 s 7'7 3 a? <A?] LO C>W&,~ 57c;,i;lG9 "P1-1- .t .-/ J *%'4 $ 7 13,323 10'3.c. h 7Q ?O 34 Pi90.0 L .o 3 g:>.:; 3 ; c,yj Mi.: $22,354 $17,107 13g.7 S99500-$10~000 792 5 99 54,214 8.4 1.4 $15,G00-$11,500 7'7 6 5.8 50,484 '7.6 1.5 7- -I 342 2.5 19,381 1.7 -I_ -~---- 1 St-.;D::C: l?$$ c 2l.lsc"J e. A?fadz~i~iry Inndices SA"ilJAG riz7e!oped indices oE affordabie housing progress in a special study f.~r the Ciky of Chi& Vish Thc study contained a comparison to several cities. Although CarblsSad was not on2 of the cities, information was developed for the City rrsL2g the same methodo!oeg. Ths results are sumaarized in the follswbg pzr agm$is. The kcIic,er; po-Aded measwernents of fair share progress in relative terms; that is, hmsi~g affordahility over time :e.g., 19?G PS. 1980) or between areas (e.g., CarZsbad 7s- the region). 'The absolute measurements (e+, the total number of low hcome uoits) of the indices were not used. Tne irdiees mzzsurcd affordable housing for two time frames, 1970 and 1980, bg tenwe (owxw md renter) for the City and the region. Tables 32 through 37 fdest'ufy homhaag affordability for the City in four cases: (1) owners in 1970, (2) owners h~ ie)SO, (3) renters ia 1970, and (4) renters in 1980. These tables identify 45 , 0 e the income categories for which housing units in 1970 and 1980 were "affordable" (see below). very low, low, moderate, and all others. Table 31 identifies the income limits for each category in 1970,1980, and 1984. The definitions were based upon the median income of the San Diego Metropolitan Area in 1970,1980, and 1984. The four income categories are: TABLE 31 INCOME CATEGORIES SAN DIEGO METROPOLITAN AREA 1970r 1980 & 1984 Very A 1: 6 A* Low Median Moderate Lner5 - Low - wear 1970 $3,298 $5,276 $6,595 $7,954 $7,914+ 1980 $8,554 $13,686 $17,107 $20,528 $28,528; 1984 $13,730 $2Z,OOO $27,500 $33,000 $3 3 ,OC3 JC Sowces: 1970 and 1980 Census and SANDAG Files, I Ti3e 32 identifies the value of owilei hsusing in Carlsbad Ln 1970 as ueportd Sy the C~ZXSUS. Monthly ho-asbg costs of each value rage were esthatd 3ase.l ?z?oii fre 2olo:viag conditions. o Tk burits were behg borrght witl; a cocven"Lionai 1cm zki& TV~%P xcnicC wi21 z 2C p?rcer,t down-pqment and fkmce2 met SO yszs. ih~ lorn WJS financed at b*25 percent interest rate (23.x?. Z::SG~-?ZC~S, >-cej r"x 1970. Monthiy costs b?.ciucied tke principal ad hterest r.2 the is:n2 ;Z..YSS aid hsupance, and utilities. o a? These monthly figures were used to calculate the mxua!. kcoae that czidd "affor2!," the cost of such housing b7 using the st;Lrdard that 30 pi-cezit sf z hor:.jc- 5oWs income sholrld be used for housing costs. The income category to which the units would 5e affordablc in 1970 was eqtab- iished. Carlsbad had 5.2 percent of its owner units affordable to very low inccmr households; 20.4 percent to low income households; 40.1 percent to moderate hcomi: ho-asehclds; ad 34.3 percent to all other househdds. Gazlsbad's &.f4~?r3- a5ility rates in 1970 for owners weie similar to &e regicn's xtes except that the City- had a lower percent of units affordable to lower income hol;seEolds (25.6 percent os. 31.3 perceat) and a higher percent for upper income households (34.3 percent vs. 25.7 percent). 46 0 e TABLE 32 HOUSING AFFORDABILITY OWNER UNITS CARLSBAD 1970 Monthly Annual Income Rousing Unit Value Number Percent Costs** -- Income** Category * Less than $5,000 8 0.3 $3 3 $1,320 Very Low $5,000 to $7,500 18 0.8 $50 $2,000 Very Low $7,500 to $10,000 20 0.9 $66 $2,540 Very Low $IO,OC?td to $15,000 149 6.5 $99 $3,960 Very Low/Lo~s $15,000 to $20,000 392 17.1 $132 $5,280 Low $20,000 to $2S,SOO 555 24.2 5165 $6,600 Moderate $25,000 to $35,000 734 32.0 $231 $9,240 Moderste/ All Others s35,coo to S5C,O@r3 306 13.3 $331 $13,240 All Others $7 5 id >goo .P 111 - 4.9 -.--- Q331+ --- $13 240-1- All Others -. - -Y -- 2,293 xoo.0 ."n,---. - i L2 2. AL x< 6r3.r~~~ Tracts 173.01, 178-02, 17'9, a6 139 *:.e. = .'rinclpal, jX&$l&, y:r;rX@S: .i;rsYL:ance, a35 utEf:;ties u?ing conventional 20 >eT.zzc? ~c):~~.~ -pyrnene m lo=.i 2.: 8,Z.s pe-cezt ovey 3C y.-a~s mcl assumirsg 3C ;>erccn?- 3f ~:~C:JYZ.I EGP bi>.sing c~F~s-. .... Sov;-=e.: ;yo C2nsx.s ay.6 S.+$>::S.-4G File. , Tzkj..:? :?3 S::.~:XS ?.>.e &st$Joxtign of OFIZET ~:cri:pied -&Tits 37 value a26 .t>e ificorze qz<2g:c;q 43 wkj.& ~j-~r: .iii7_it~ woii1.d be ;ifo?drb:e in 1980. CaxisbxT had 0.3 prrcszt r;f its omer miits afioydabk io very low income househoids; 0.5 percent to ~O-FI hcczi-,e hotz.se3olds; "2.3 percent to moderate icccrne households; and 96.9 peroxlt tc &I stkr bouseho1d.s. Tnese rates were very similar to >he rate for oi~riers ii? 19SG for ':& yegh e,-.cept the City had a lower percent of units affc;rdsSk to nodeate income ho~~,..eh~?d~ (O,$ ?exert vs. 4.3 percent) and z higher Fercsnt for qpar incmne h-to-mzholds {36,9 percent os. 92.7 perceEt). C- 47 e 0 TABLE 33 HOUSING AFFORDABILITY OWNER UNITS CARLSSAD 1980 Monthly -4nnual Income Ipousing Uiit Value Number Percent Costs* Income* Category I LSSS tha $10,000 2 $106 $4,240 Very Low $zo,ooo to $15,000 11 0.2 $1 60 $6,400 Very Low $15,000 ta $ZO,OOO 6 0.1 $212 $8,480 Very Low $20,000 to $25,000 '12 0.2 $265 $10,600 Very Low/Low $2S,OCO to $30,000 i2 0.2 $318 $12,720 Low $3ii,OOO to $.t§,OQQ 15 0.2 $372 $14,880 Low/Moderate $3SyOO0 tG $40,000 51 0.8 $42 5 $17,000 Moderate $40,000 to 55o:ooo 96 1.6 $530 $21,200 Modetatel AD. ot:K?rs Q50,m $0 $80,006 4?7 7.7 $850 ' $34,000 A?! @th..rs - $B9,0OS ta $'kI)O,OQO 1,028 26.6 $1,062 $42,480 A13 C?o,lleys $'l!JQ,OQC ts $1 5(?,000 2,955 47.8 $1,592 $63,680 Ali Others $I SO,c'jrj(; ;CQ $L3f),OQO $41 15.2 $2,124 $84,969 ,421 OQ3nrs $2,124+ $84,960+ AZI Others *L * " ,, f 088c - --__--- 578 9.3 - Q :; t-; :*, - .- - 6,184 109.0 T.,,'. r-. 1 ., i ;J L.AL e. a. IJr*71 ,c..,c~~=%:, ht$rzst, tz~xes, ixa-mce, 31id utiiities usiig conveational 2@ ~~:::::xt ;~C-.~TS: 9;.e::y?~: .I o:a lozq at 13,M percer,t o~e:= 30 ~~XCS m& ths..;uming 30 pexe3: OT -b. - -1 :~jcgE.~ f;!r ?;o;s:ag CQS*,S. .<. &-i.~''cs~ (1 C.~r?z~s zwi SANDAG Files. ASEmda'biZiCy 83ta were then developed for renter units in the City i:-. 1979 xd 2980, MontXy housing cbsts of each rent range mere estimated by usizz gmss wnts w5ch iirclude ERS~I~ allowaxes for utility costs. The znnue! 'tncone cairn- Izti~ns 'xere ~~~r,ade.ir, the same may as they were for owner uits. Tabla 34 s;Zl-.ws the distribution of renter-occispied units by rent ad the ixzme category to which :be units were affordable in 1970. Carlsbad hac! 9.: pexe:pLlt 0.E its renter itni,cs affordable to very low income households; 42.1 pei-cent to hw km~~e Bolxseholdi:;; 42.0 percent to moderate income households; and 5.3 -9ercect all tsfl~r hcmseholds. Tse rate for very low income households was slig3:b- iower til= tile rate for the region (13.9%). The rate for low ixome i*oaseho!=ts was sligktly higher than the rate for the region (40.1%). The rate for mcxierate bcone kouseholds was slightly higher than the rate for the region (36.3%). The rata Po? d1 stEq t!omeholds was less than the rate in the region f9-8%). 48 e 0 TABLE 34 HOUSING AFFORDABILITY RENTER UNIZS CARLSBAD 1970 Annual Income Gross Rent** Number 'Percent Income*** Category , Less than $40 6 0.3 $1,600 Very Low $40 to $6Q 50 2.5 $2,400 Very Low $60 to $80 129 6.3 $3,200 Very Low $80 to $loo 2 68 13.2 $4,000 Low $100 tG $rso 926 45.4 $6,000 Low/Moderate $150 to $200 521 25.6 $8,000 Moderate $200 to $250 67 3.3 $1 0,000 AH Others $250+ 71 3.5 $lO,Or,O-c All Others -- - TOTAL 2,038 t_oo.o * Cei:sus Trz~ts 178.01, 178.02, 179, aTd 180. ** **+ iLsc.ming 30 perceat C€ ixome for ?ous~?~ COS% SwA-ces: 1972 Cei~sus zd. 5 %E'EAC- Files. Gross rent hcludes dlomances for utilities. C? la%!? 35 shows the distribit33n 02 renter-cccrtpied mits 57 rent ad. rh,? iixorz~c categoq to whtch 'r5e ittlits weye aflsrdable in 1933, Cx-lsbzd had 1.2.1; ~ercen? sf its renter units aiforda3lP to ~ery !OF iricone housd-dds..;; 46.1 pcr.cen5 t=. low to dl c,tkei* hous&~id~. t3 ~e-2~: IUW iiirgme 5lo;isehoids was lower thw the re$m (22.5 prsext); io ir~w Sr?comc ho~~~&t,lr?s, lower tfian the region (48.5 percent); to moderate income househo~ds, iower thxi the region (21.4 percent); ai16 to ali other households, higher tizazl the region (7.6 gexent), -1 L.LSU~L .. -. Ty "a 3oueholds; 19.9 3srce;lt :.c m&?i*rte ~;;co:E.; Sc~~~ehol&; arid ?,6.3 ~:CE~;ZX Tkt: ae~ie~t sf imi*,s affoPdab!a G 4.3 e * TABLE 35 HOUSING AFFORDABILITY RENTER UNITS CARLSBAD 1980 Annual Income Gross Rent* Number Percent Incone** Category 3 Less than $60 12 0.3 $2,400 Very Low b $60 to $80 20 0.4 $3,200 Very Low $80 to $100 69 I .4 $4,000 Very Low $100 to $120 51 3.1 $4,800 Very Low $120 to $150 12 1.5 $6,000 Very Low $170 to $200 176 3.7 $8,000 Very Low -- $150 to $170 39 0.8 $S,SOD very Low $200 to $250 588 12.3 $10,000 verg Low f Low $250 to $300 1,104 23 .O $12,000 Low $300 to $350 805 16.8 $7,4,03G Low /Mo derate $350 to $400 381 7*9 $l6,000 Moderate 54GO to $500 4 53 15.7 $20,000 Moderate f -211 Crthets All Others $500.9- 7 24 15.1 $zc,oco~ - TOTAL, 4,994 +** ?OO.O - - a ** *** Does not: kclude 73 bnseho!ds with 'no ca.& re:?;' (see Tajk 23: ao: wii's io Gzos rent includes aIlomances for ntiilities. Assuming 50 percent of income for honshg costs. total ir, Tabla 24 due to sampling .rwiulces fo;. ikzz SO'QZC~S. Soieces: 1380 Censzs and SANDAG Files. Table 36 siirnmarizes the housing affozdability ir,dices fsr Cs:?2~zd :G:: i)ir~e~s ad renters Li I970 and 1980. TA3LE 36 HOUSING AFFORDABLXTY SUMMARY PERCENT RENTER. AND OWNER UNITS CARLSBAD 1970 & 1980 owners Re11 t ?YS ----- --.- 1986 - x970 -- income Cakgory 1 970 1980 Very Low 5.2 0.3 9.1 12.6 Low 20.4 005 42.1 46.1 Mdei.ate 40.1 2.3 42.0 24.4 All Others 34*3 96.9 6-8 26.5 - Sowces: Tables 29-32 and SANDAG Worksheets. 50 e * Finally, Table 37 summarizes the housing affordability indices for four juris- dictions (Carlsbad, Escondido, Chula Vista, and National City) and the region. The affordability rates for owners in 1970 and 1980 and the affordability rates for renters in 1970 and 1980 are contained in this table. TABLE 37 HOUSING AFFORDABILITY SUMMARY RENTER AND OWNER UNITS CARLSBAD, ESCONDIDO, CHULA VISTA, NATIONAL CITY, & REGION 1970-1 980 Income Category Low Moderate Ali Others - Very Low CARLSBAD Owners 1910 5.2 20.4 -- 4o.i 34.3 Owners 1980 0.3 022 2.3 96.9 . Recters '1970 9.1 42.1 42.0 6-8 Renters I980 22.6 46.1 14.9 26.5 ESCONDlDO Qw~ers 1970 7.1 37.9 38.4 16.6 CLwners 2980 0.8 1,s 4.0. 53.6 R.enters P 980 16.1 50.8 27.5 5.5 Rmters 1970 11.5 40.2 41.0 - 7.3 CEULA VISTA Gwners 1970 J"5 31.6 45-3 19.7 €?enters 14'70 6-0 36.6 &.a 12.6 Renters 1980 20.3 54.5 19.4 5.0 Cwners 1980 0.6 1.6 3.6 94.2 NATIONAL CITY Ownex 1970 17.3 54.7 22.3 5.6 Owneps 1980 3.2 7.3 13.3 76.2 Renters I970 14.7 52.9 30.6 1.9 Renters 1980 39.8 50.9 8.5 0.8 REGION Owners 1970 7.6 31.3 35.5 25.7 Chvners 1980 0.9 3.9 4.3 92.7 Renters 1970 13.9 40.1 36.3 9.8 Renters I980 22.5 48.6 21.4 7.6 c Source:' A Rousing Study for the City of Chula Vista; Tables 31-36. 51 0 0 REGIONAL HOUSING NEEDS STATEMENT The Regional Housing Needs Statement provides information that meets the state requirements €or the revision of local housing elements. The information in this section updates the Regional Eousing Needs Statement adopted by the City in 1981. According to the state law, local governments have to identify their total housing needs and develop goals and programs to address them. Each jurisdiction is to include its share of the regional housing needs for all income levels in its housing element. The distribution of regional housing needs has to avoid further concen- tration in those jurisdictions with relatively high proportions of lower income households. Tke purposes of the SANDAG Rousing Needs Statement are to: (1) recornmmd an equitable basis by which each jurisdiction can assume its "fair sharen of foww income housing responsi5ilities, and (2) identi€y the need for housing for dl income levels in the regicn. "Fair share" referred to the number of lower income households that each jurisdiction has to assist in order to meet its fair share of the current and projected housing needs of lower income house- holds. Fair share requirements are identified for the region by the housing allocation formula which was adopted by SANDAG in 1979. ?%e following three tables identify: {a! :%e "fair share" formula and the hocsing needs for lower hcome house'nolds fr,r each jurisdiction (Table 38); (b) the income distributim of all househalds added to t3e region from 1986 to 1990 by juisdiction (Table 39); ad (c) the housing mit prajections by jzrisdlction by year to 1991 (Tab12 40). ?%e fair share formula consists of two factors: existixg rr'aip. shz?,ren (Columns 1, & 2: Table 38) and growtj "%air ~3a-e~ (Coi:_;z:?r?-s 3 8: 4: Tahle 3g)A These factox ape derived from the population, honsing, md e;3p!oy-se:it ckwacteristica :)E each jwisdiction. The ~egio~'s nee& arz then distributed according go ea& jwisdictim's "fair sElare' factors. "he zztd need IColi:.-.nr; 5 8 6: Tabk 38? for each juriscliciion is then sranslate2 in,?.= a fire-yez goal ::,OLCITZT? ?: Tabk 32). The five-yea? goal reprerats a "good fziCi' effort hat a&daessPs 2.5 peszent of the tot&! housing lieed iz ezcli yea of the fi-Je--year yeyiod in the ?musing el?- rnects. "Gwd faith" effort is the concept that recogrizes that a juzisdieiica cannot be reasonably expected to meet all of its housing needs within five years. 'Thus, a standard was developed tfiat defined the Ievel of effort 3y E? local agency that ~ould be accepted as reasonable progress towards meeting its kousirg needs, The City of Carlsbad adopted the Eollsing Needs Statement (as did all cities and the County) bg individual council action on .%yril 19, 1984. The City adopte.d its fair share formula and the Eke-year goals contained in Table.38. The City has set a goal to pro7ide 567 lower income huusehdds with housing assistance from 1985 to 2990. Table 31) identifies the increase in the num5er d homeholds for each jurisdiction from 2980-1991) based upon the adcpted Series 4 Regional Growth Forecasts (Column 1: Table 39). This household growth was allocated to fc-ur bcome cate- gories (Columns 2-5: Tabie 33) in order to pavide a guideline for local housing element purposes. It is not a :air s5a-e dllocariorn, ??ne revised housing elements must identify housing needs of ail i:reoizc ranges. SANDAG "fair shared" only lower income households requiring assistance {Tzble 38). 9 _- -_ . I IN 'L 52 d p22 .CI k+g ald h FOCONm*-mmmo-m 9d'mm*~-+Q~OmCNe~a~- v)fiw LqmwmHNGmQ-Nm~m~t c@ a% @SO k .2 m .-.I zz ps c F4 .I m ge$ U ZOE d -me a - QI I D -Iu Nr-*--m-N*crnamawao* ~-~emNcmoa*mo~Nm~~" 0 0: $2 =E Y N N,: -Gm CI t; .,d 2 m wm- *v F-HInNCHmNaN a- Nm v- 9 2z "@F; dCb, s 4 E - E ?4 2; i @ -m *; ,IC oE "CGu 9 fy??y\qc?.$yqyqvyQ G 3 d yc b, co 73eSz >-e Q, 5: - E? &, C' c fl q E:.: E2 "-e -2 nWU x d) .C x.2: FO acb V ???qTy\~cynyq*rnrn*a 2 5% z5.23 t2 naocmmo~~~~,&&~~~ - I..*, .z B fi ad 0 "s 9 N 0 0 TABLE 39 HOUSING NEEDS STATEMENT REGIONAL INCOME DISTRBUTION (GROWTH ONLY) SAN DIEGO FtEGION 1980-1990 1980-1990 Income Distribution (Growth Onlv) - Household Lower AI 0th - LOW Moderate _I Cmlsbad 12,494 2,811 2,161 2,4T 1 §,I C%da Vista 7,361 1,656 1,273 1,451 3Y( Coronado 1,507 339 26 1 29 1 ( Dei Mar 449 101 38 87 1 E:! cajos, 2,036 458 352 393 l ESCOZ,d.idO 6,777 1,525 1,112 1,308 j? 'Imperial Beach 986 222 - 1'71 190 r: La Mesa 844 190 146 Y 63 Lernon G.L.ove 1,341 302 23 2 25 9 X2tikXiZd city 1,277 2 87 221 246 I ('Cpp -I .-.&A e;. .e 11,209 2,522 1,939 2,163 4?! ?o:? 2.y 2,726 613 472 526 1,' $:tj2 j&p 64,573 14,529 1 1 ,I 7 3. i-3 I G,4G &. $;:,c ,".;.,k;:s 3,982 878 695 7 E3 A. .. 6,370 I ,43 3 1 J 32 i;2zc ir + 2,8 34 638 499 547 i: -i .= f.";, -,.....I( r$n 13ta: 194,190 43,693 33,.594 3 ? ,4? B 4 'f, ill (2) (3; k) Growth Very Low 4' 4, 'i 1 :, T..? d I$:?. -7 :;ni:,!--p,.-orate(j -J 6?,505 15,189 3 '7 .A:. -'c ---i 1:; 328 _-.. 3 __I-. 11,678 PI 7- " - .j. -.. NOTE: Shce the Rousing Elements address a five year time frame, the incsme distr for ar,y five year period (1980-1990) would be half of the number 'in th fa3ies. So~wce.: Needs Staterrtent Tables SANDAG Final Series 6 Regional Growth Forecast and SANDkG X-legiosd c I. 54 J! 2 mQ'00~~m-Ymmar-000000*0d 00 *I e + "0 00 H 00 -9 00 Q- NO rr + N N m ~PlONo'V?v)NNO 900 %"OaO,m,-Y *,Nmm* ",",m,*mc*a0,c9,9,-m 49rr -9 dm E- d d g - , a Q- 0' 4 O~c-mccSNNmdmm-YN00O*O 09*9mP*No'00-*0940Na algm N Q' - 4 r'l d *,m m-u? 0' * P-,Q-, dm a-.* hl dd a g ~ , N9mNmFlm6a9m68m99Nm da3**m~mm+OOmONN*~F 0-d-N m 0,- r, e3 N 00-e *,a Om* a,cJ, s 0 0, m 8 nt Q, a u 0 3 9 g.2 E Q, 0 0 Table 40 identifies the increase in the number of housing units projected for each jurisdiction by year from 1985 to 1991. This step was accomplished by converting the Series 6 household estimates to housing units (by adjusting for vacancies). This step was requested by HCD as information that local governments were to include in their housing elements, The time frame was extended to 1991 because the state law was revised and the next revisions will be due on July 1, 1991. Thus, Table 40 indicates that the City of Carlsbad would need 11,589 housing units from July 1, 1985 to July 1, 1991 to accommodate the expected growth in house- holds during those six years, I SITE INVENTORY Vacant land for new housing was expected to be available throughout the City from 1985 to 1991. While much of this land was expected to be available at the periphery of the City, sizable tracts of land were still available throughout the City. This resuIted in the availability of sites with a full range of zoning den- sities. A significant number of large parcels were substantially underutilized. The following table summarizes the average density approved by General Plan designation from 1975 to 1983. TABLE 41 APPROVED AVERAGE DENSITY CITY OF CARLSBAD 1975 to 1983 Plan Category Average Density RL (0-1.5) .5 du/acre RLM (0-4) 3.23 du/acre RM (4-10) 5.85 du/acre RMH (10-20) 15.08 du/acre RH (20-30) 21.25 du/acre Source: City of Carlsbad Most of the available sites were provided with full public facilities and services. Police and fire protection were considered adequate with a maximum three to five minute response time to virtually all areas of the City. Water and sewer facilities were also adequate. Isolated surcharging of sewage and deteriorated sewer lines was scheduled for improvement m the five-year Capital Improvement Program I (CIP). Other improvements and expansions of both sewer and water facilities were also programmed from 1985 to 1991. Major improvements to drainage systems were needed in several areas before full development could have been adequately accommodated. Assessment districts were established to help finance these projects as development occurs. All im- provements on-site are to be provided by the developer. , r 56 0 0 Parks were considered adequate for the City as a whole, especially regional and citywide parks. The acquisition and development of additional neighborhood and community parks were scheduled in the CIP. Overcrowding of schools has become a problem at certain levels and m various areas of the City. To alleviate overcrowding, a fee for all new housing units constructed was established. The City contains portions of five different school districts. Each of these districts have different fee schedules. This fee, ranging up to a maximum of about $1,995 per unit, depending on the type of dwelling unit and school district, is to apply as long as school facilities are overcrowded, 8 L Several objectives are considered by the City m recommending a site €or sub- sidized housing. Accessibility to community facilities, particularly public trans- portation and shopping, is an important consideration. Senior citizen projects require even more accessible housing due to limited mobility. Dwelling unit density and development costs are considered in conjunction with land cost. Another consideration is the need to maintain balance m the neighborhoods. Subsidized housing is not to concentrate low income households m one area. Projects are not be be limited to low income areas, but to the extent possible, distributed throughout the City. The distribution of assisted housing among the City's four quadrants is a major goal of the subsidized housing programs. In addition, consideration is to be given to publicly owned sites which were available for use. GOVERN MENTAL C: ONSTRAINTS The supply of affordable housing is influenced by government constraints. These actions take place at local, state, and federal levels. This section will briefly summarize these constraints with an emphasis on conditions in Carlsbad. a. Land Use Controls The land use policies of the City have a direct impact on the provision of afford- able housing. The General Plan establishes the framework for all development within the City. Two elements of the General Plan are most important: Housing and Land Use. The Land Use Plan identifies the location and intensity of devel- opment. These factors are implemented through a number of codes and de- velopment processes. The Zoning Code identifies the types of residential use and certain characteristics to which a proposal must comply. The Zoning Code in the City allows a wider range of housing types and densities which can respond to affordable housing needs. For example, the RH zone allows densities up to 30 dwelling units per acre. The code also permits mobile home development, a significant housing type in the City. The City has to re,spond to federal and state regulations which mandate environ- mental protection. These regulations cause significant impacts upon affordable ' housing, The cost of performing the analysis of the environmental impacts of a development and the time for review of the analysis are significant governmental constraints. - - 57 a e b. Building Code The City of Carlsbad adopted and enforced the Uniform Building Code which ensures that all housing units are built to specified standards. The code was sub- stantially determined by the International Conference of Building Officials and the State of California. The City adopted the Code with few administrative amendments. The City did not set standards which were less demanding than the code. Thus, the City cannot reduce the cost of housing through the revision of the Building Code. c. Processing Costs The City of Carlsbad, as many jurisdictions in the post-Proposition 13 era, has sought to recover local planning and processing costs through a fee structure. The following fees are (December, 1984) costs associated with development m the City. These figures are compared to high and low ranges of fees in the region in Table 40. However, different services are included in certain fees in some jurisdictions and the impact of the number of units in the proposed development often vary. The City's fee schedule appears to fall within the regional norm and in six cases it was the region's low. . - - -- TABLE 42 DEVELOPMENT FEES CARLSBAI) 1984 Carlsbad Region Region Activitx Fee High Low Plan Check $283 $316 $229 Building Permit $435 $483 $353 School $6304,995 $5,532 $250 Flood Control 0 - $4,500 $1,440-$9,954 b Sewer Connection $1,000 $2,900 $350 PUD $255 $2,830 $50 General Plan Amendment $265 + $5/lot $3,000-$25,000 $250 Tentative Parcel Map $300 $550 Carlsbad Final Parcel Map $100 $550 Carlsbad Carlsbad Grading Inspection* $695 $1 5,710 Engineering* $1,200 $39,750 Carlsbad Tentative Map* $765 $3,500 Carlsbad Final Map $200 $3,000 Carlsbad Environmental Study $175 $1,300 $50 EIR Processing $300 + cost $3,400 $5 *Based,on 50 units Source: BIA Builder, December, 1984. , 58 e e d, Article XXXN Article XXXN of the California Constitution requires voter approval of low rent housing when they are developed, constructed, or acquired in any manner by a state agency Although the City of Carlsbad passed an Article XXXIV referendum in 1980, a significant number of court cases have increased the opportunity to develop low rent housing developments without an approved refer- endum, Approval of the referendum, which authorized 250 units for elderly/ more easily meet its Housing Element goals. The City has not approved a referendum for family housing. NON-GOVERNMENTAL CONSTRAINTS Non-governmental constraints to affordable housing consisted of three major factors: land costs, construction costs, and financing. The City has a limited ability to influence these factors. Land costs could have been impacted by the number of adequate sites that were made available. However, the City provides large amounts of land for such purposes and the cost of land is largely determined by regional demand and costs. Construction and financing costs are also deter- mined at the regional, state, and national levels by a variety of private and public actions which are not controlled by the City. a. Land Costs Land is a significant component of housing costs, especially in Southern Cali- fornia. The cost of land for housing in the State has risen from 20 percent in 1970 to 30 percent in 1980. More specifically, the Building Industry Association of San Diego County estimated the ccst components for a single family unit (1,202 square feet with three bedrooms and two baths) in the northern portion of San Diego County for summer, 1984. Land constituted 40.3 percent of total development costs ($47,500 of $117,950). The City has an available supply of land for housing. The cost of such land varies depending upon its size, location, and deveiopment status. Land costs in Carlsbad were above the region's norm in 1984. The cost of a raw acre of land for residential development varied by density and location but the average cost appeared to be $90,000 per acre in 1985. b. Construction Costs The cost of constructing residential units is determined in the market by the building industry and buyers. Construction ranged from 30 percent to 40 percent of the cost of housing in 1984. The estimate of building costs for the unit described in the above paragraph was $41,046 or 34.8 percent of the total costs. The average cost per square foot for construction was $34.15. Construction costs had substantially increased from 1974 to 1984 (22.4 percent per year). Fen increases in construction costs and land costs are added, the impact becomes an even greater deterrent to affordable housing, handicapped households, provided additional options which will enable the City to , c. Financing costs The greatest impact upon affordable housing from 1980 to 1985 was the increase in financing costs. Interest rates on mortgages for housing rose to unprecedented heights in the early 1980's. Although the rates receded, they still averaged 14.00 59 ,. I * @ percent in San Diego County in October, 1984 {fixed rate, 30 years with 20 percent down). In addition, points/closing costs were substantial "add-ons" asso- ciated with financing. These costs are not only associated with the purchase of single family homes. Construction loans for development of single family and multiple family units are even higher (about 16 percent). The Building Industry identified the financing costs associated with the typical unit in the preceding paragraphs. Sales and financing fees added $10,000 to that unit (about 8.5 percent of the total cost). Thus, the financing costs impacted affordable housing at two levels: (1) during construction (temporary), and (2j after construction (permanent). SPECIAL NEEDS This section briefly identifies the conditions of the housing market for segments of the population that generate special needs or that have a special impact on the housing market. The major groups of these households are military, students, handicapped, single parent, elderly, large family, farmworkers, and homeless. This study does not intend to analyze these groups in any detail but to identify their impact on the competition for affordable housing. These households are more likely to have been lower income than all other households. The previous malysis has shown the tight housing market conditions for all housing, especially , ' for lower income housing units. a. Military The military population's influence on the demand for housing takes two forms: (I; the active military household tr34ag to fbd houskg, and (2) ?be former (eitl?er retirement or non-retirement separation) service housekoki tryi~g tu 5ccl housing. The Department of Defense Housing Suoey was compiled iC order to determine military family housing needs, especially in the context of new construction goals. The following information is a sumnary of the f+hdings fcr 1985. t 60 e e TABLE: 43 MILITARY HOUSING SURVEY MCB CAMP PENDLETON 1985 1985 - 1. Gross military strength 35,611 3. Voluntary separated 899 4. Effective requirements 9,684 5. Program limit 8,739 6. Military housing 3,819 '1. Non-military housing 3 ,3 98 8. Net deficit 2,467 9. Program deficit 1,522 Source: FY83 Housing Survey 2. Housing requirements 10,583 The Qxisti3.g military family ho-sing is scattered throughout t3e regkn, but S~eral eomnmities have srrbstantial portions of their total housing stock eccupled h-c rzilitary families. The City os^ Carlsbad does not have military boqsing ~fth5i its Ihits. ih,o regiocwide avepage of military falnily izousing as i?, gercant of all hc,';;.,kg was :A percent S, 1934. '&'hen the an-base family Zoxsking wzs exclcded, the pprcent &oppe3. tc (3.9 prcent. However, t5e existing off-base mifitaxy family h2ujing is concentrated isl just 7 of the 40 subregiona1 areas (SRA). In these SeveE SRk's, military family housing as a percent of all homing ?ose to 3.1 percezt dth ranges of 1.2 prceui to 8.5 percent. Tko 1080 census identiffed members of the Armed Fopczs as pct"t of its ;&or force statisiics. This information was also presented by inale and female 5y race, The data in Table 44 presents the City's data on armed fcrces by sex and lac? from 1980. R TABLE 44 ARMED FORCES EMPLOYMENT STATUS CARLSBAD 1980 Total Male Female White Black Indim Asian 3 -- - --- L Labor Force: - - Armed Forces 403 373 30 383 9 Source: 1980 Census 61 , 0 0 Thus, the 403 military personnel formed 2.4 percent of the labor force in Carlsbad and 1.1 percent of the total population in 1980. Although increases k? housing allowances for military households provides some relief for local military housing expenses, substantia1 portions of the military families require low-cost housing, a scarce commodity in an expensive housing market. b. Student Student housing is also a cause for concern. Although eac5 student may have produced only an individual temporary housing need, the impact upon housing demand -was critical. The same market forces that impacted the lower income housing population influence student houshg. The high cost of housing, condominium conversions, axxi occupant restricti0n.s make it difficult for students to find affordable hnrlshg. This iopact is extended beyond graduation and has a detrbental impact upon the region's econorcy. The graduates provide a specialized pool of skilled -1abor that is vital to the regio.9. However, the lack of zffordable housking causes mmy students to lezve the region. The foliowirg enrollment figures €or the City identify the exton:. of student population by pade level and race in 1980. TABLE 45 TOTAL SCHOOL ENROLLMENT CARLSB AD 1980 Prirax Sclloo'l Total White Black Iridian Asian Spanish Errrollme ----__I Nursery School 530 48 5 - - 38 31 485 Kindergarten & 4,025 3,537 44 32 113 6 52 499 Xigh School 2,109 1,807 6 - 78 46 1 109 Ele men taPy College 2,503 2,200 33 17 128 2?3 284 Source: 9980 Census Although these figures do not cross-tabulate school enrollment with income or need, ,they do provide a quick profile of the student population. College student! comprised 27.3 percent of the student population and 7.1 percent of the entirt population of the City H 1980. 62 I 0 0 c. Eandicapped The information on handicapped housing needs is difficult to obtain. The census information was limited to data on work and transportation disabilities. More- over, the definition of handicapped/disabZed varies from one service agency to another. Proportions of work disabilities among the total work population of the city and the total work population of the region were very similar in 1980. Table 46 shows that 6.9 percent of the population in the City had a work disability (vs. 7.6 percent in the region), and almost half of the people with work disabilities were prevented , , from working. TABLE 46 WORK DISABILITY CARLSBAD AND SAN QIEGO REGION 1980 . CalS3 Number Percent Number Percect of Xeg Region -4s 2 Per A. With Work Disability 1,472 6.9 95,152 7.6 1 : 1, k. Ezbm Force 57 1 2.4 47,997 3 .O 1 .i 2, No: i?2 Labor Fcrce 1J01 4.6 51,755 4.6 I .‘ a. PPever,te:? from mopking 835 3.5 45,279 3 .G ^. 5. Not. Freverrted from Working 265 I. *I 12,476 1 .o 2. TOTP,L :!Work Population) 24,164 100.0 1,253,325 1OG.D 1, - _I_ Carlsbad 3. - ?2.4 Be 30 ‘80x8 Dissrbiiity 22,492 II_ 93.1 1,157,573 -- Somcc: 198s C2nsus PPO~CV~~G~S of transportatim disabilities among the population (over 16) of the City and the ?opulztion (over 16) of the region were almost identical in 1980. Table 47 shows that 3.0 percent of the population (over l6j had a prrbllc bansportation disability and more than 65.3 percent of that populzition was mer 65 yeas of age in 1980. I 63 m 0 TABLE 47 TRANSPORTATION DISABILITY CARLSBAD AND SAN DIEGO REGION 1980 Carls Carlsbad Region As ape Number Percent Number Percent of Re 4. 16-64 Years of Age 24,164 85.7 1,253,325 87.5 1, 1. With Public Transp. Disability 286 I .O 18,634 1.3 1 2. No Public Transp. Disability 23,878 84.7 1,234,691 86.2 1 B. Over 65 Years of Age 4,022 14.3 179,530 12.5 2 1. With Public Tramp. Disability 563 2.0 26,468 1.8 2 TOTAL (Over 16) 28,186 100.0 1,432,855 100.0 2 2 - 155,062 10.8 - 2. No Public Transp. Disability 3,459 12.3 Source: 1980 Census - Although no cross-tabulations of income, household size, or race with disability are available, the element assumes that a substantial portion of the handicapped fall within the lower income limits, especially those households not in the labor force. The element also assumes that a substantial portion of the lower income handicapped require housing assistance. The needs of the handicapped household are further compounded by requirements for special design and locations which are limited in supply and more expensive. d. Single Parent Households Single parent households are another group with a need for housing that compete for the affordable housing in the City. Table 48 identifies the proportions of single parent households in the City and the region in 1980. The City had a lower proportion of single parent households than the region although the proportion of male single parent households was larger than the regional proportion. The housing needs of this group generate special concern because the single parent household tends to have a lower income and a higher need for social services. E ; 64 I ” 0 0 TABLE 48 SINGLE PARENT HOUSEHOLDS CARLSBAD AND SAN DlEGO REGION 1980 Carlsbad Household Type Number Percent Number Percent of Region Region As a Percent C arlsbad , Male, Single Parent 204 1.5 7,691 1.1 2-7 Female, Single Parent 63 5 4.7 45,212 6.7 1.4 Total, Single Parent (839) (6.2) (52,903) (7 09) (1.6) 2.1 All Other Households 12,671 - 93.8 617,731 - TOTAL 13,510 100.0 670,634 100.0 2.0 - 92.1 Source: 1980 Census e, Elderly The elderly (over 60 years of age) population in Carlsbad was 16.6 percent of the total population in 1980. The elderly population in the region was 14.4 percent of the total population in 1980. Thus, the City had a larger percentage of elderly than the region. The difference was even more significant for the 65-74 age group: 7.8 percent of the City’s population versus 5.0 percent of the region‘s population, almost double the proportion. The elderly households generate special housing needs. Since elderly tend to have higher owner-renter ratios and lower income levels, their needs are for rehabilitation assistance and for ownership opportunities for smaller, low maintenance units. - _. 6 , 65 7 0 e TABLE 49 POPULATION DISTRIBUTION CARLSBAD AND SAN DIEGO REGION 1980 Carlsbad Number Percent Number Percent of Region Carlsbad Region As a Percent & Less than 5 2,703 7.6 128,959 6 -9 2.1 5-9 1,703 4.8 123,919 6.7 1.4 10-14 2,304 6.5 131,258 7 .O 1.8 15-19 2,748 7 .7 178,292 9.6 1.5 20-24 3,249 9 -2 227,3 24 12.2 1.4 25-34 6,987 19.7 340,262 18.3 2.1 35-44 4,063 11.4 203,768 10.9 2.0 45-54 3,751 10.6 169,825 9.1 2.2 55-59 2,107 5.9 89,48 1 4.8 2.4 60-64 1,810 5.1 77 ,O 14 4.1 2.4 65-74 2,768 7.8 118,075 6.3 2.3 1.8 35,490 100.0 1,86 1,846 100 .o 1 -9 - 4.0 - . Over 74 1,297 3.7 73,669 - Source: 1980 Census More than one-quarter of the households in Carlsbad that paid more than 25 percent of their income for rent and more than one-third of the households that paid more than half of their income for rent were elderly households. The income distribution of the elderly (62 and over) households was more concen- trated in the lower income ranges than the income distribution of the non-elderly households in 1980. f. Large Households Another category of special housing need is large households (units with five persons or more). According to Table 50, the percentage of large households in the City was 8.8 percent m 1980. This percentage was substantially lower than the percentage of large households in the region (11.2). In addition, the City's large households were predominantIy (70.3 percent) owners. In the region, the large households were also predominantly owners. * 66 I 0 0 TABLE 50 SIZE OF HOUSEHOLDS CARLSBAD AND SAN DIEGO REGION 1980 Carlsbad 8 Household Number Percent Number Percent of Region Person Per Carlsbad Region As a Percent b 1 Person 2,863 21.1 159,098 23 .7 1.8 2 Persons 5,43 9 40 .O 231,213 34.5 2.4 3 Persons 2,224 16.4 112,288 16.8 2.0 4 Persons 1,864 13.7 92,374 13.8 2.0 5 Persons ? 59 5.6 43,323 6.5 1 .a 6 or More Persons - TOTAL '13,586 100.0 670,094 100.0 2.0 1 -4 - 4.7 - 3 .2 31,798 - 437 Source: 1980 Census g. Farmworkers The housing needs of the farmworker are difficult to quantify. The 1980 Census provided indirect measurements of the extent of farmworkers. The illegal immi- grant and migrant worker are thought to form a substantial portion of the farm- worker population. The ability to gather information about the farmworker is limited because they are so mobile and relucant to participate in any survey. The 1980 Census provided a few indicators of the potential farmworker population. All of the population and housing in Carlsbad was located inside the urbanized area. By comparison, the region had 6.8 percent of its population and 6.1 percent of its housing in a rural area. Second, 99.6 percent of the City's housing stock consisted of year round housing units in 1980 (99.7 percent for the region). Third, the City had 1,267 people employed in agriculture, forestry, fisheries, and mining industries in 1980,7.8 percent of the total population in the City (vs. 22,046 m the region, or 2.9 percent of the region). While these indicators did not directly measure farmworker population (nor the housing needs of farmworkers), they did suggest that the farmworker was z portion of the City's population that generated of a special housing need. h. The Housing Element law was amended m 1984 and added persons H need o emergency shelter to the list of those groups which might have had a specia housing need. Although special studies are to be conducted in 1985, no data wa available at the time the housing element was revised. Based upon an informi survey of various City staff and agencies, the homeless population did not appe: to be a significant housing need m the City. - Persons in Need of Emergency Shelter 67 /' 1 0 II) ENERGY CONSERVATION Energy impacts housing in several ways. In addition to the energy requirements related to the use of the home, the energy used to travel from one's residence to work, to construct the housing, and to support housing services (for example, water) reveal a close relationship between energy to housing. New standards €or energy Conservation have been adopted by the State. New housing units have to comply with these standards. The State laws provide several alternatives which would satisfy the requirements: passive solar, insulation, or active solar. Several incentives exist at both the State and federal level to encourage energy conservation: income tax credits, low-cost loans, grants, and energy audits. The major consideration involves cost. First, the cost of many energy saving devices are prohibitive to most households (especially low income). Second, the cost of the energy saving device has to provide a cost savings over time; the reduction in energy costs has to offset the cost of the improvements. Energy issues are complex and addressed in a variety of manners. Buildding codes could be upgraded, solar energy could be required, and/or insulation standarb could be upgraded. A more unique concern could be access to solar energy * through setbacks, side yard, and height requirements. These protections could be similar to the more established regulations which govern view and open space. The following excerpts from the Regional Energy Plan highlight the recom- mendations related to energy conservation for the residential buildings. T. CONSERVATION AND SOLAR 1981 Revised State Building Code for New Housing a. , Local governments should ensure that local building officials are adequately trained through existing state and professional association sponsored seminars to assist builders in meeting the new codes, and ensure that adequate staffing exists to carry out an effective inspection and enforcement program. Local governments should support and participate in existing efforts by state (California Energy Commission) and local (County of San Diego) government: to provide flexible and simple designs and requirements through which the energy saving standards of the state code can be met. SANDAG may assis the state and county in communicating these improvements to local juris dictions and the development community. Local governments should consider removing unreasonable restrictions t solar water and space heating systems from zoning codes and other develol ment regulations. SANDAG may provide technical assistance to local staf. based on the energy "implementation packages" developed by the Region; Energy Task Force in 1980-81. Local governments should incorporate site and building designj criteria standards into subdivision and planned development regulations which w allow the opportunity for solar water and passive space heating in DF b. c. I d. 68 9. 8 a homes. Local planners should be adequately trained SO they can assist de- velopers in meeting solar site design requirements and so they can enforce the requirements. SANDAG may provide technical assistance to local staffs based on the energy "implementation packages" developed by the Regional Energy Task Force in 1980-81. Local governments should require or encourage legal guarantees to solar access in new development. SANDAG may provide technical assistance to local staffs based on the energy "implementation packages" developed by the Regional Energy Task Force in 1980-81. Local governments should adopt minimum design standards for active solar water heaters. SANDAG may provide technical assistance to local staffs based on the energy "implementation packages" developed by the Regional Energy Task Force in 1980-81, e. b f. Resources: California Energy Commission and California Building Officials build- ing code design manuals and training programs. County of San Diego passive solar design project. SANDAG implementation packages on Removing Barriers to Solar Energy Use from Zoning Ordinances, Solar Water and Pool Heating, Solar Energy Site Plan Review and Solar Access. Conservation in Existing Housing a. Local governments should adopt local weatherization ordinances, which require installation of cost-effective weatherization devices at time of sale. Resources: SANDAG Implementation Package on Model Weatherization Ordi- nance. --SANDAG Review of 1981 State Low Income Home Energy Assistance Plan. Water Conservation and Reclamation a. Responsible state and local agencies should implement the water conservation programs recommended m the Water Conservation Plan for the San Diego Region adopted by the SANDAG Board in June, 1981, and the water reclama- tion projects listed in the "Areawide Water Quality Management Plan, Water Resources Element," also adopted by the SANDAG Board in June, 1981. Resources: tion. Water Conservation Plan for the San Diego Region." County Water Authority Information Program for water conserva- c , 69 1 c 0' 0 0 SUMMARY OF NEEDS ASSESSMENT COMPARISON TO NORTH COUNTY CITIES CARLSB AD 1980-1 984 Catlsbad Oceanside - Vista Escondido , Total Units (1984) 16,705 35,476 16,487 29,504 3 Percent Single Family (1984) 61.3 57.5 62.5 54.7 Percent Mobile Homes (1984) 4.3 7.1 8.3 11.2 Percent Vacant Single Family (1984) 1.4 2.1 102 2 .o Percent Vacant Mult i-F amily (1984) 7 99 2.9 2.3 2.2 Percent Mul ti-F amily (1 9 84) 34.4 35.4 29.2 34.1 Percent Vacant Mobile Homes (I 984) OS 1-9 1.7 0.9 Total Units (1980) 15,352 32,733 14,962 27,153 Percent Condominiums (1 980) 18.1 10.6 3-2 6.5 Ownermenter (1980) 1.76 1.24 1.41 1.20 Percent Lacking Plumbing (1980) 0 -4 0 -7 0.8 0.6 Percent Overcrowded (1 980) 3.1 6.5 5.3 4.6 Percent Housing Built 65.7 55.8 45.3 50.7 1970-1980 (1980) before 1940 (1980) Percent Housing Built 2 -7 3 07 4.0 3.7 Median Value (1980) $123,400 $75,300 $82,600 $83,100 Median Rent (1980) $317 $287 $269 $301 Percent Overpayers (1980) 45.0 52.2 50 *O 50.1 q Median Household Income (1980) $22,354 $14,969 $15,285 $15,258 Sources: 1980 Census, 1984 Population and Housing Estimates, and 1984 Vacancy Survey. .* 1 ?O , 1 0 0 ' Sa4 Diego ASSOCLATION OF GOVERNMENTS Suite 524, Security Pacific Plaza 1200 Third Avenue San Diego, California 92101 October 9, 1985 (619) 236-5300 Mr. James Hagaman Policy and Analysis Group City of Carlsbad 2945 Harding Street Carlsbad, CA 92008 Dear Mr.&&fan: The following changes are suggested to be made in the draft of the Carlsbad Housing Element which was approved by the Carlsbad Planning Commission on September 25, 1985. The changes were the result of suggestions by the Planning Commission or reactions to recent State review comments on other housing elements in the region. In either case the changes are minor and, in the case of the State comments, a clarification or emphasis of information already contained in the draft. 1, Addition: Add column to the table in the Summary which would also identify total units assisted under the fair share. The present table only shows 1979- 1985 (page ES-2). "Total Units to July 1, 1985 Section 8 .............. 280 Seniors ................ 160 Housing Development.. , . -0 Master Plan ............ 31 Revenue Bonds ......... 106 Total ................ 577" . - (Planning Commission recommendation) Addition: Identify distribution of assisted housing by quadrant in the City in the Executive Summary (page ES-3). "Presently, these units are located in three of the four quadrants of the City. The NW quadrant contains 280 Section 8 (existing) and 160 senior units, The NE quadrant does not contain any lower income assisted housing units. The SW quadrant contains 42 rental units for lower income households under the mortgage revenue bond program. Finally, the SE quadrant contains 64 rental units for lower income households under the mortgage revenue bond program." (City council request; information made available at the Planning Commission meeting and distributed to the Commissioners) 2. 0 MEMBER AGENCIES: Cities of Carlsbad, Chula Vista, Coronado, Del Mar, El Cajon, Escondido, Imperial Beach, La Mesa, Lt ADVISORY/LIAISON MEMBERS: California Department of Transportation, U.S.Department of Defense and TijuanalBaia National City, Oceanside, Poway, San Diego, San Marcos, Santee, Vista and Counw of San Diego. 7 a a 3. Change: Revise the last sentence of General Plan Relationships (page 3). "If it becomes clear that the goals of the Housing Element are not being met within the locations and densities established for residential development by the Land Use Element, the band 83e Element(s) will be amended to insure consistency." (Planning Commission recommendation) Change: Revise Policy N-3 (page 9). "W-3 - The City should continue to encourage use of ordinances that extend the provisions of the Senior Citizens Housing Development Ordinance to zones other than the R-P zone. The City has used the CUP process in con- junction with the RDM, PC, RW and R-3 zones." (Planning Commission recommendation) 4. - 5. Addition: Information has been added to the Needs Assessment which supplies additional details on fair share, replacement housing, and coastal housing (page 56). "If the income distribution that existed in 1980 in the City were applied to this total, the number of units needed by income level of household would be: VeryLow .............. 1,831 Low .................. 1,565 Moderate .............. 1,831 AllOthers ............. 6,362 If the income distribution that existed in 1980 in the region were applied to this total, the number of units needed by income level of household would be: VeryLow .............. 2,608 Low .................. 2,005 Moderate .............. 2,237 All Others ............. 4,740 Within these ranges, the very low and low income households who not only need housing but housing with assistance is 4,532 (existing and growth). The City currently (July 1, 1985) assists 577 lower income households. In order to meet the adopted fair share the City must provide assistance to 680 addi- tional lower income households who need assistance by July 1, 1991. This figure is based upon the San Diego Association of Governments Fair Share and Housing Needs Statement. The housing needed will be satisfied by both multiple and single family housing at varying densities and types. The projected needs for the six-year period of the Housing Element assume 6,212 single family units (53.6%) and 5,377 multiple family units (46.4%). 0 0 REPLACEMENT HOUSING Due to the City's low rate of substandard housing and the City's aggressive housing rehabilitation program, the number of Units that will need to be replaced will be minimal. Further, several programs are underway which will provide replacement housing. Based on proportion in the Areawide Housing Opportunity PIan (AHOP), 86 dilapidated units are estimated to be unsuitabIe for rehabilitation. These units will be replaced as they are removed from the market during the Housing Element time frame. Obviously, not all of these units will be removed during the next 5-6 years. The redevelopment activities will not require any replacement units within the City. COASTAL ROUSING As part of the Coastal Zone process, the following information regarding replacement housing is included in the element. a. Number of new units approved for construction in the Coastal Zone after January I, 1982: 1347 Number of units for low and moderate income households provided either within the Coastal Zone or within 3 miles of it: 160 b. - c Number of units occupied by Iow and moderate income households and authorized to be demofished or converted in Coastal Zone since January I, 1982: 0 d. Nub- of Units for IOW ad moderate mcome ho~eholds within the Coastal Zone or within 3 miles, replacing those being demolished or converted: - NIA" (State review comments on other aties' housing elements) Addition: Summarize information in the draft Housing Element and identify the maximum number of units to be constructed, rehabilitated, and conserved in one section of the element (page 13). "MAXIMUM NEWLY CONSTRUCTED, REHABILITATED, AND CONSERVED UNITS The maximum number of housing units to be constructed is estimated to be 11,589 (see Regional Housing Needs Statement). The maximum number of additional housing units to be provided for lower income households which need assistance is 832 (as identified by SANDAG's fair share goals). The maximum number of units to be rehabilitated with public assistance would be over 60 units. The private sector aIso conducts rehabilitation but the prOpO* tion of private activities that would constitute rehabilitation or consemation cannot be determined. However, if one were to assume at least as many units are to be rehabilitated by private fimding as public funding the maximum number would be 120 units. The conservation figures are more diffidt to 6. I 0 9 determine since these efforts are indirect types of activities. How many units are conserved by code enforcement? The City's objective is to conserve most of its housing stock. Only limited demolition and the described rehabili- tation programs would influence this total. The programs described under conservation are designed to prevent all housing from falling from standard to substandard condition. Of course, the major efforts will be expended in the old neighborhoods of the City where housing is more susceptible to deterio- ration." (State review comments on cities' housing elements) Addition: Element (page 4). "The City has provided several opportunities for all economic segments of the population for participation in the Housing Element revisions. The Housing Element went through an elaborate citizen participation process when it was first drafted in 1980. The revisions have been reviewed by the Housing and Redevelopment Advisory Committee (a group of residents who provide community input on matters of housing and redevelopment) which held two hearings. The draft was also reviewed by the Planning Commission which held two public hearings to solicit comments. The element was also reviewed by the City Council which authorized the submission of the draft element. All the comments and suggestions that were made during this process were constructive and resulted in revisions that increased the relevance and accuracy of the Housing Element." (State review comments on other cities' housing elements) 7. Describe public participation in the development of the Housing - Sincerely, Ad MICHAEL McLAUGHLIN Senior Regional Planner MM/ce e 0 SEPTEMBER 25, 1985 TO : PLANNING COMMISSION FROM: $a RED EV EL0 PM EN T 0 F F 1 C E SUBJECT: AFFORDABLE HOUSING - DISTRIBUTION OF SECTION 8 AND SENIOR HOUSING At their meeting of August 28, 1985, the Planning Commission requested a breakdown by quadrant of Section 8 and Seniors affordable housing. This memo indicates those locations and provides additional information on Mortgage Revenue Bonds. SECTION 8 - FEDERALLY SUBSIDIZED HOUSING UNITS- 280 Units Approximately - 700 Tenants Housed TYPE- Rental 1, 2, 3 and 4 bedroom units LOCATlON - 100% in Northwest Quadrant in numerous participati rental projects. HUD has informed the Housing Department that 30 additional units are being made available to the Carlsbad Housing Authority. of these are the new vouchers which could encourage tenants to seek housing in the other quadrants. 25 SENIOR HOUSING Housing units reserved for seniors only as a result of developer agreement with City. UNITS- 160 units Approximately 250 Tenants Housed I a 0 , TYPE - Rental 1 bedroom LOCATION - 100% in Northwest Quadrant in three designed project A 48 unit, a 37 unit and a 75 unit complex. An additional 59 unit senior complex is in preliminary review. 1: is located in Northwest Quadrant. Rents are maintained at affori levels and age requirements are enforced on these units. MULTI-FAMILY MORTGAGE REVENUE UNITS - 106 Affordable Units TYPE - Rental LOCATION - Southeast Quadrant 64 units, Southwest Quadrant 42 units. 20% of the total 528 units in these projects are set aside for rental at affordable rates for 10 years. Tenant income cannot exceed 80% of median income. Rents cannot exceed Fair Market Rents, Staff will monitor compliance. Neither project has been built. SINGLE FAMILY MORTGAGE REVENUE BONDS $ 34,654,000 UNITS - Approximately 340 (Determined by loan amounts) TYPE - New construction single family residences for sale LOCATION - Northeast and Southeast Quadrants - 6 developments These units are not strictly affordable.. However, restrictions imposed on the sale of the units. The sale price cannot exceed of average area purchase price. 90% of the units must be sold t first time homebuyers. Restrictions apply to resales. Income restrictions are imposed. Units must be owner-occupied. The in of the program is to open a portion of the new housing market to first time homebuyers at sales prices less than the normal marke the area. As such it counts toward the City's "good-faith" effo to create housing. 280 Section 8 160 Seniors only sw 42 Rental Units MRB SE 64 Rental Units MRB I 6:oo z? TIME OF MEETIS: PLACE OF MEETING: City &xi1 Chambers CONTINUED PUBLIC HEARINGS 1) HOUSING ELEMENT REVISION - Request for approval of revised Housing Element. Revisions include new state laws, text clarification and removal of outdated text and policies. Conmissioner Holmes stated that he would be abstaining on this item, James Hagaman, Research/Analysis Group Manager, gave the presentation on this item as contained in the staff report, and explained that this item was continued to obtain information requested by the Planning Commission. Conmissioner Smith comnented that he urderstood that judgments could be made at a later date, particularly in projection of population growth, and Mr. Hagaman confirmed that Commissioner hith was correct. Commissioner McFadden indicated that she understood that the Housing Element would go with the old Lard Use Plan and Mr. Hagaman replied that the Element was consistent with the current Land Use Plan. Commissioner McFadden questioned the nunbers for existing housing, and Mr. Hagaman explained that the numbers in the Housing Element were additional Section 8 housing since the last report. Mr. Michael McLaughlin, San Diego Association of Governments, discus.5ed.th.e difference in the nunbers. Conmissioner McFadden stat& that she felt the total' nunbers should be included, Comnissioner L'Heureux asked how the anticipated changes to the Land Use Review would impact the Housing Element, and wndered if it would require revising the Housing Element. Mr. Hagaman responded that it wuld require revision . Conmissioner McFadden wanted to know where the RP zoning was located in the City, and Mike Howes, Associate Planner, confirmed where it was located. Commissioner McFadden asked about the change in the General Plan relationship ard suggested changing the mrd %ayW to "will" .* COMMISSIONERS h ,, Dan Hentschke, Assistant City Attorney, explained that all of the elements of the General Plan had to be consistent. Since some policies in the Housing Element were state mandated, he stated that in this case they would have to change the Land Use Element to comply with the Housing Element. He added that until the inconsistencies were noted, they did not know what had to be changed. Chairman Schlehuber opened the public hearing at 6:20 p.m. and issued the invitation b speak, to speak on this item, public testimony was closed. Chairman Schlehuber suggested that they clarify the Housing Element to state that if the elements were to be consistent, the Council muld change one of the elements to make them consistent if they were inconsistent. Conmissioner L'Heureux described an observation he made in Washington and Oregon regarding the posting of signs on vacant property which described the project that muld be built on that property. Since no one wished A motion was pssed approving the Housing Element, and forwarding it to the City Council for further consideration and approval. Smith Schlehuber McFadden Holmes Marcus L'Heureux - X X X X x x 2 9 ~ *Carls)bad Journa Decreed a Legal Newspaper by the Superior Court of Sun Diego County 3 138 ROOSEVELT ST e P o BOX 248 0 CARLSBAD, CA 92008 e 729-2345 Proof of Pub licat ion STATE OF CALIFORNIA, ss. COUNTY OF SAN DIEGO, I am a citizen of the United States and a resident of the county aforesaid; I am over the age of eighteen years, and not a party to or interested in the above entitled m I am principal clerk of the printer of the Carlsbad Journal a newspaper of general circt published twice weekly in the City of Carlsbad, County of San Diego, State of California, anc newspaper is published for the dissemination of local news and intelligence of a general charact which newspaper at all times herein mentioned had and still has a bona fide subscription list of subscribers, and which newspaper has been established and published at regular intervals in t City of Carlsbad, County of San Diego, State of California, for a period exceeding on next preceding the date of publication notice hereinafter referred to; and that the of which the annexed is a printed copy, hc published in each regular and entire issue newspaper and not in any supplement the _... the following dates, to-wit: NOTICE OF PUBLIC HEARING HOUSING ELEMENT GENERAL PLAN October 12 ................................. NOTICE IS HEREBY GIVEN that thecity CounciloftheCityofCarls bad will hold a public hearing at thecity CouncilChamber. 1200Elm Avenue, Carlsbad, California, at 6 00 P M on Tuesday, October 22, 1985, to consider a number of revis- ions to the Housing Element of the General Plan Proposed revisions would eliminate programs, modify other programs, and make the ele- 1 ment more understandable I If you challenge the revision to the Housing Element in court, you may be limited to raisingonlythose issues you or someone else raised at the public hearing described in this notice, or in written corres- pondence delivered to the City of Carlsbad at or prior to the publlc hearing Applicant City of Carlsbad CJ 4599 October 12,1985 ................................. ................................. ................................. ................................. CARLSBAD CITY COUNCIL I certify under penalty of perjury that the foregoir and correct. Executed at C rlsba C unty of Sa State of California on Oc.t,oher. 1985 t%e Pat% [A #202-2M-9185 Clerk of th > v OTICE OF PUBLIC HEARING 2 4 HOUSING ELEMENT - GENERAL PLAN NOTICE IS HEREBY GIVEN that the City Council of the City of Carlsbad hold a public hearing at the City Council Chamber, 1200 Elm Avenue, Carlsbad, California, at 6:OO P.M., on Tuesday, October 22, 1985, to consider a number of revisions to the Housing Element of the General Proposed revisions would eliminate programs, modify other programs, E make the element more understandable. If you challenge the revision to the Housing Element in court, you me limited to raising only those issues you or someone else raised at tk public hearing described in this notice, or in written correspondence delivered to the City of Carlsbad at or prior to the public hearing, APPLICANT: City of Carlsbad PUBLISH: October 12, 1985 CARLSBAD CITY COUNCIL I I , J” @ NOTICE OF PUBLIC HEARING v 4 NOTICE IS HEREBY GIVEN that the Planning Cmission of the City of Carlsbad wj hold a public hearing at the City Council Chmnbers, 1200 Elm Avenue, Carlsbad, California, at 6:OO p.m. on Wednesday, August 14, 1985, to consider approval c a number of revisions to the Housing Element of the General Plan. revisions wuld eliminate programs, modify other prcqrams an3 &e the element more understandable . Those persons wishing to speak on this praposal are cordially invited to atter the public hearing. If you have any questions please call the Land Use Planni Office at 438-5591 . If you challenge the revision to the Housing Element in murt, you may be limited to raising only those issues you or =meone else raised at the public hearing described in this notice, or in written mrrespondence delivered to tl City of Carlsbad at or prior to the public hearing. Proposed APPLICANT: CITY OF cAI7LsBAD PUBLISH: Auwt 3, 1985 CITY OF CARLSBAD PLANNIX 03MMISSION i 4 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 rJ ann IBl'l e 8 P RESOLUTION NO. 8237 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, AUTHORIZING SUBMISSION OF DRAFT HOUSING ELEMENT TO THE STATE OF CALIFORNIA DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT WHEREAS, the State of California requires the revision - Housing Elements in 1985; and WHEREAS, the City of Carlsbad Housing Element needs to revised so that it will include the new requirements of the and also more current data and program development informat and WHEREAS, the City has drafted a revised Housing Elemen describes the City's housing plans and activities and compl with the State law; and WHEREAS, the revised Housing Element has been reviewed approved by the Housing and Redevelopment Advisory Committe the Planning Commission; NOW, THEREFORE, BE IT RESOLVED by the City Council of City of Carlsbad as follows: 1. That the City Council authorize the submission of draft of the City's Housing Element to the State of Califor review and comment. PASSED, APPROVED AND ADOPTED at a regular meeting of t day c Council of the City of Carlsbad held the 22nd October , 1985, by the following vote, to wit: AYES: Council Members Casler, Lewis, Kulchin, Chick and Pettin NOES: None ABSENT: None ........................................................... I 44 t - !I 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 1'7 18 19 i e m -'i 8( & 41-7 -LA - SLER, Mayor ATTEST: ALETHA L. RAUTENKRANZ, City Alerk (SEAL) I 20 21 22 23 24 25 26 27 28