HomeMy WebLinkAbout1994-11-15; City Council; 12936; ANNUAL REPORT ON THE CITY'S PROGRESS ON HOUSING ELEMENT PROGRAMSAB # /ai93 b
MTG. Ii-15- 74
DEPT. PLN 2-x
Annual Report on The City’s Progress
on Housing Element Programs -‘e5
TITLE:
a w \ y
E EL %I, e-
z
2 b 2
=! 0
=) 8
z
@TY OF CARLSBAD - AWDA BILL &
RECOMMENDED ACTION:
That the City Council ADOPT Resolution No. clr-3IY 9 directing the 1
Director to forward copies of the Annual Housing Element Report to the Governor’s (
Planning And Research and to the California Department of Housing and COI
Development.
ITEM EXPLANATION
This item presents to the City Council the first forrial annual report on the City’s prc
implementing the programs of the housing element of its general plan. The pen(
reported is July 1, 1993 - June 30, 1994.
Recent changes to state law require each local jurisdiction to prepare an annual rt
implementing its general plan and to present the report to the jurisdiction’s legislative t
Office of Planning and Research, and the Department of Housing and Coi
Development. As established by Government Code Section 65040, this report on th
general plan is to deal with, among other things, “...the status of the jurisdiction’s [gene
and progress in its implementation, including the progress in meeting its share of
housing needs ... and local efforts to remove governmental constraints to the main
improvement, and development of housing.. .”
The vast majority of detail in state general plan law is concerned with the content
housing element. This reflects the magnitude of housing issues within California
Legislature’s emphasis on these issues. The housing element is the only general plan
which must be reviewed by the state so as to “certify” its compliance with the details of s
One result is that, in Carlsbad, as with most jurisdictions, the housing element is by far 1
lengthy, complex, and detailed element of the general plan.
Because of its length, and because of the detail involved in the housing element
objectives, policies, and - importantly - 51 implementing programs, staff is presenting the
portion of the annual report to the Council as a separate document. The balance of the
plan report is the subject of another agenda item.
The City’s 1993-1994 housing element annual progress report is provided as Exhibit 2 fo
An executive summary of the report, with a table outlining progress, is contained on P
of the report. Although none of the 134 housing units constructed during the reportin
were affordable, as the table indicates, the City has worked very hard at implementing a
of programs (in particular our inclusionary housing program) which will soon begin pi
housing for lower-income households. The annual report makes clear the work which
has done in this area. The report states that while we recognize that no construction
was made during the reporting period, the regulatory and incentive stage has been se
City to do so. Several projects have been approved, more are in the pipeline, and there
have every expectation of producing lower-income affordable housing over time.
e 0
PAGE 2 OF AGENDA BILL NO. 1 2, c?r 3 62
Staff is recommending that the City Council review the report and direct staff to se
accordance with state law, to the State of California, both the Governor’s Office of Plan
Research and Department of Housing and Community Development.
FISCAL IMPACT
No new costs with this action. The report was prepared by the Housing and Redeve
Department and Planning Department using previously budgeted and funded staff. Ongl
future work to implement the 51 programs will ble reviewed as part of the annual
preparation process.
ENVIRONMENTAL REVIEW
This action is not a “project” as defined by the California Environmental Quality 4
therefore, no environmental review is required.
EXHIBITS
1.
2.
City Council Resolution No. 9 Y- 314
Report, entitled: Housing ElernentlAnnual Progress Report (July 93 - June 94) [P:
distributed].
It
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
* 0
RESOLUTION NO. 94 - 314
A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF CARLSBAD, CALIFORNIA, DIRECTING
THE PLANNING DIRECTOR TO FORWARD TO
THE GOVERNOR’S OFFICE OF PLANNING AND
RESEARCH AND THE CALIFORNIA
DEPARTMENT OF HOUSING AND COMMUNITY
DEVELOPMENT COPIES OF THE DOCUMENT
ENTITLED “HOUSING ELEMENT/ANNUAL
PROGRESS REPORT (7/93 - 6/94)”.
WHEREAS, State of California law (Government Code Section 65400)
the legislative body of each local jurisdiction to review and consider an annual re
the progress of the jurisdiction in meeting its share of regional housing needs a
efforts to remove governmental constraints to the maintenance, improvemc
development of housing; and
WHEREAS, a report, entitIed “Housing EIement/Annual Progress Rep0
6/94), has been delivered to and, on this day, considered by the City Council, whit
conforms to the requirements of Government Code Section 654100; and
WHEREAS, following consideration of said report, Government Codc
65400 requires that copies be forwarded to the Governor’s Office of Plan
Research and the California Department of Housing and Community Develop
NOW, THEREFORE, BE IT HEREBY RESOLVED by the City Cour
City of Carlsbad as follows:
1.
2.
That the above recitations are true and correct.
That the Planning Director is directed to forward to the Governo
of Planning and Research arid the California Department of Ho
Community Development copies of the report entitled
Elernent/Annual Progress Report (7/93 - 6/94).
....
1
2
3
4
5
6
7
8
9
3.0
11
12
13
14
15
16
l7
18
19
20
21
22
23
24
25
26
27
28
* a
PASSED, APPROVED, AND ADOPTED at a regular meeting of the City
of the City of Carlsbad, California, on the 15th day of NOVEMBER, 1994
following vote, to wit:
AYES: Council Members Lewis, Stanton, Kulchin, Nygaard, Finni
NOES: None
ABSENT: None
ABSTAIN: None
ATTEST:
City Clerk
KAREN R. KUNDTZ, Assistant City Clerk
Seal
e * * 4
November 16, 1994
TO: CITY CLERK
FROM: Planning Department
MOUSING ELEMENT ANNUAL PROGRESS REPORT (7/93 - 6/94)
Attached is a copy of the revised report for your files, incorporating the changes
suggested by Council last evening.
DENNIS TURNER
Principal Planner
Attach.
J
F
Housing Element
ANNUAL PROGRESS REPORT
(7193 = 6/94)
CITY of CARLSBAD
California
Prepared By
Housing and Redevelopment Department
Planning Department
November 1 994
CARLSBAD crrycouNclL
Claud. A. Lowk - Mayor
Margarot Stanton - Mayor Pro Tom
Ramona Rnnlla
Ann Kulchln
Jullanno Nygaard
Ray Patchott - CHy Managor
Martin Orenyak - Comrnunlty Dovolopmont Dlnctor
Mlchaol J. Holzmlller - Plannlng Dlnctor
Donnk A. Turnor - Prlnclpal Plannor
Bobblo Hodor - Sonlor Managornont Analpt
Val Dlnrmoro - Sonlor Omco Speclalkt
Krlstlna Rygo - Department Socretary (Actlng)
Evan E. Beckor - Hourlng and Redovolopment Dlroctor
Dobblo Fountain - Sonlor Management Analpt
Lellanl Hlnu - Managoment Analpt
i
Donnk A. Tumor (619438-1 161 x4443)
207s Laa Palmu Dr.
Carkbad, CA 92009
Housing Element
ANNUAL PROGRESS REPORT
(7/93 - 6/94)
CilY OF CARLSBAD
California
Prepared By
Housing and Redevelopment Department
Planning Department
November 1994
I
I
HOUSING ELEMENT . ANNUAL PROGRESS REPORT
Table Q f Contentg
Topiq Paae
Executlvo Summary ............................................................ 1
Goals. Objectives. Policies. Programs. Progress ........................................ 5
Programs:
1 Prosewation ...................................................... 8
1.1 Condo Conversions . Protect LowNoderate ............................... 8
1.2 Mobile Home Parks . Implement G(isting Ordinance .......................... 7
1.3 Mobile Home Parks . Preserve Affordability ................................ 7
1.4 Rental Stock Monitoring .............................................. 8
1.5 Rehabilitation . Monitoring Program ...................................... 8
1.8 Rehabilitation . Rental Loan Assistance ................................... 8
1.7 Rehabilitation . Housing Acquisition ...................................... Q
1.8 . Rehabilitation . Incentives for Lower-Income .............................. 10
1 . 9 Rehabilitation . Homeowner’s Programs ................................. 11
1.10 Neighborhood Improvement Program ................................... 11
2 QuanUty and Dhrenity of Stock ...................................... 12
2.1 Regional Housing Need ............................................. 12
2.2 Flemble Development Standards ....................................... 13
2.3 Monitoring Developable Acreage ...................................... 14
2.4 Adaptive Reuse Regulations ......................................... 14
2.5 Mixed-Use Regulations .............................................. 15
2.6 Coastal Development Monitoring ....................................... 15
3 Spockl Needsbwer-Income & Moderate-Income ....................... 18
3.1
3.2
3.3a
3.3b
3.3c
3.4a
3.4b
3.5
3.68
3.6b
3.6~
3.7a
3.7b
3.7c
3.7d
3.7e
3.n
3.79
3.7i
Farm Worker Housing ............................................... 18
LargeFamily Housing ............................................... 17
Homeless . Facilitate Site Acquisition ................................... 17
Homeless . Funding (CDBG. Other) .................................... 18
Senior Housing . Amend Zone Code/CUP ................................ 19
Senior Housing . Low-Income Seniors ................................... 20
Lower-Income Seniors .............................................. 20
lnclusionary . bwer-Income in Master Plans .............................. 21
lnclusionary . Lower-Income in Other Developments ........................ 21
Cost d Affordable Housing . In-lieu Fees ................................ 22
Alternative Housing Types (SRO, MLU. Farm Worker) ....................... 23
City Initiated Development . LowNery-Low ............................... 24
Section8 Housing ................................................. 24
Fee Waivers (CC Policy 17) .......................................... 25
Priority Processing ................................................. 25
In-Kind Improvements ............................................... 28
Density Increases Above G.P. Range (SDP) .............................. 28
City Referral Service . CDBG Funding ................................... 19
Density BonusOrdinance ............................................ 22
HOUSING ELEMENT . ANNUAL PROGRESS REPORT
Table of Contentg
I 3 Speclal Needs/Lower-Income 81 Moderate-Income (cont)
3.7j
3.8
3.9
3.10a
3.10b
3.10~
3.1 1
3.12
3.13
3.1 4
3.1 5
Ordinances to Implement lnclusionary ................................... 27
Excess Dwelling Unit Bank ........................................... 28
Annual Priorities List for Lower-lncome/Special Needs ....................... 28 Moderate Income - Mortgage Revenue Bonds ............................. 29
Lending Programs ................................................. 29
lnclwionary - Moderate Income ....................................... 30
Smaller Housing/Small Lot Study ...................................... 30
Land Bank ....................................................... 31
Community Reinvestment Act - Bank Monitoring ........................... 32
Housing Trust Fund . Establish One .................................... 32
Annual Report on Housing Element Progress ............................. 33
4 Housing. Job. Work Force Balanco ................................. 34
4.1 Housing Impact Fee on Non-Residential Development ....................... 34
5 Ruource Conservation .......................................... 34
5.1 Energy Conservation ............................................... 35
5.2 Water Conservation ................................................ 35
6 Opon and Fair Houdng Opportunities ................................ 35
6.1 Fair Housing lnformation/Practices ..................................... 36
Referrals for Mili/Students ......................................... 36 6.2
Appendlx 1: New Construction Data ............................................ 38
Appendlx 2: Affordable Housing ProJects ......................................... 44
EXECUTIVE SUMMARY
This document constitutes the first written annual progress report on the City of
Carlsbad's Housing Element, a part of its General Plan. It's purpose is to provide the
basis for tracking the progress which the City is making in implementing the numerous
specific programs which were designed to achieve the element's goals and objectives.
This document is intended for the use and information of: the City's elected and
appointed officials, the City's management and staff, the citizens of Carlsbad, officials
and staff of state agencies (including the Governor's office of Planning and Research
and the Housing and Community Development Department), and all other persons who
are interested in housing issues in Carlsbad.
Pursuant to state law, housing elements are prepared and updated on a five-year cycle.
This housing element was prepared on a housing cycle which began on July 1, 1991
and was originally scheduled to conclude on June 30, 1996. A 1993 change to state
law, however, has extend this cycle to June 30, 1998, so the actual cycle will be seven
years.
This document reports the progress of the City for FY 1993-1 994 (ending June 30, 1994).
The heart of the Housing Element is its "policy section". The policy section consists of
six over-all goals, 35 objectives, 15 policies, and 51 programs. The 51 programs are the
subject of this document. A hierarchical relationship exists between the goals,
objectives, policies and programs, which relationship is described in the first pages of
this document. Then follows a complete listing of all of the goals, objectives, policies,
and programs. Under each program is listed important information, including: the
funding sources, the lead agency or department assigned to undertake the program, the
original target year for implementing or completing the program, and, most importantly
for this report, the progress achieved in the current 1993-1994 reporting period. For
many programs this last section also gives cumulative progress since the beginning of
the fiveyear housing cycle. For ease in reading the "progress" sections are set out in
.,.. M@$$ggfjq$!&@ .ii. ... :...... . . . , .% ,. . . . ........a < .* < L....... . . . . &w*
Summarv of Proaress:
Measuring and reporting progress varies with the different types of Housing Element
programs. Some of the programs are onetime projects with discrete beginnings and
ends. For these, staff reports that the program has either been completed or not. Other
programs are simply "on-going" (for example, the City continually monitors Coastal Zone
development activity under Program 2.6). Still others are combinations. For example,
Program 1.4 Rental Monitoring requires the creation of an automated computer system
(including collection and loading of data on existing development) as a onetime project,
followed by setting up an ongoing program to update the data and create periodic
reports.
1
Because of these differences, annual and cumulative progress is reported in several
ways. Table 1 (Summary of Progress on Programs), found below, summarizes the
progress on all 51 programs for the current reporting period. Code letters in the right-
hand column of the table indicate the status of the program (see below for a key to the
codes).
Additional information is found in the two appendices to this report.
Appendix 1 provides data on each of the 134 new hausing units built within the City
during the reporting period. The data indicates that no rental units were built and all of
the for-sale units and custom homes built during the reporting period exceeded the price
thresholds for very low, low and moderate income households. Therefore, the City was
not able to achieve its housing goals for these income groups during this reporting
period. It should be noted that all of these units are “market rate” housing units which
were not subject to the City’s inclusionary housing program.
’
Appendix 2 provides information on all of the development projects which the City is
currently reviewing or has approved and which must provide some amount of housing
affordable to lower-income households under the City’s inclusionary housing program.
Although several projects with inclusionary housing requirements have been approved,
no units have been constructed to date. These inclusionary housing projects will be the
principle means in the future by which the City will achieve progress on its objectives for
lower income affordable housing.
Table 1: SUMMARY OF PROGRESS ON PROGRAMS
“Status” code letters mean the following:
OM - Ongoing monitoring program continues to be implemented.
OP - Ongoing emgram, continues to be implemented.
CP The indicated onetime project was completed grior to the current reporting
period.
C The indicated onetime project was completed in the current reporting
period.
N - Not implemented; No activity on this program during the current reporting
period.
PA - Progress was made, but additional work is needed to completely
implement the program.
For additional information about any individual program, please s88 the main report.
2
Table 1 : Summary of Progress on Programs
Program Description status
1 PRESERVATION
11 1.1 I Condo Conversions - Protect Low/Moderate i OP
~~ ~~ ~ ~~ ~ ~ 11 1.2 I Mobile Home Parks - Implement Existing Ordinance r -
CP
11 1.3 I Mobile Home Parks - Preserve Affordability i OP
11 1.4 I Rental Stock Monitoring i PA
1.5 Rehabilitation - Monitoring Program OM I 1.6 Rehabilitation - Rental Loan Assistance PA
1.7 Rehabilitation/Housing Acquisition PA I 1.8 Rehabilitation - Incentives for Lower-Income PA
II I Rehabilitation - Homeowners' Program 1 PA
1 1 Neighborhood Improvement Program PA
2 QUANTITY & DIVERSITY OF STOCK
2.1 Regional Housing Need PA
2.2 flemible Development Standards PA
2.3 Monitoring Developable Acreage OM
~~
2.4 I Adaptive ReUse Regulations r -
PA
2.5 MxedUse Regulations CP
2.6 Coastal Development Monitoring OM
3 SPECIAL NEEDWLOWER & MODERATE INCOME
3.1 Farm Worker Housing OP
3.2 LargeFamily Housing CP
3.3a Homeless - Facilitate Site Acquisition OP
3.3b Homeless - Funding (CDBG, Other) OP
3.3c City Referral Service - CDBG Funding OP
3.4a Senior Housing - Amend Zone Code/CUP C
3.4b Senior Housing - Low-Income Seniors PA
1 3.5 I Lower-Income Objectives
3.- Inclwimaty - Lower-Income in Master Plans CP
3.6b lnclusionary - Lower-Income in Other Developments CP
3.ec Cost of Affordable Housing - In-Lieu Fees CP
3
I Table 1: Summary of Progress on Programs
Program Description status
3.7a Density Bonus Ordinance CP
3.7b Alternative Housing Types (SRO, MLU, Farm Worker) PA
3.7c City Initiated Development - LowNery-Low PA
3.7d Section 8 Housing OP
3.78 Fee Waivers (CC Policy 17) OP
3.7f Priority Processing OP
3.7g In-Kind Improvements PA
3.7i Density Increases Above G.P. Range (SDP) CP
3.7j Ordinances to Implement lnclusionary CP
3.10a
3.1 Ob
Excess Dwelling Unit Bank PA
Annual Priorities List For Lower-lncome/Special Needs OM
Moderate Income - Mortgage Revenue Bonds PA
Lending Programs PA
lnclusionary - Moderate Income N 11 3.11
11 3.12
Smaller Housing/Small Lot Study CP
Land Bank OP
3.13 Community Reinvestment Act - Bank Monitoring OM
3.14 Housing Trust Fund - Establish One CP
-~ ~~
3.15 I Annual Report on Housing Element Progress
4
4.1
S
HOUSING, JOBS, WORK FORCE BALANCE
Housing Impact Fee on Non-Residential Development
RESOURCE CONSERVATION
PA
5.1
5.2
0
Energy Conservation OP
Watw Conservation OP
OPEN AND FAIR HOUSING OPPORTUNITIES
6.1 Fair Housing Information/Ractices OP
6.2 Referrals for Military/Students OP
I
!
4
i
GOALS, OBJECTIVES, POLICIES, PROGRAMS [taken verbatim from the Housing
Element]
The Go&, Objectives, Policies and Programs Section of this Element contains the actions the City of
Carlsbad will take to promote housing and shelter opportunities for all segments of the community.
This section contains overall Goul statements, Objectives to meet those Goals, Policies on positions the City
may take to meet those Goals, and Programs which are action statements.
There are six Goals stated in this Element. The Goals are articulated as a general 'end condition state-
ment", which state a desired achievement. The Goals do not contain an action verb as they reflect a final
statement of what the City will hope to achieve. How the goal will be achieved is established via the
subordinate objectives, policies and - importantly - action programs.
Under each Goal there are several Objectivw. Objectives are more specific achievements the city will
strive for to obtain the more broad based Goal. Each Objective should address a particular outstanding
housing need that is identified in the previous sections of the Dement. Many objectives establish
numerical targets to be achieved in action programs.
Each Objective will contain one or more Program that will describe an action necessary to achieve an
Objective. The Programs are briefly described and are to be implemented over the five year period of the
Element. Many of the programs are studies that will take a comprehensive look at a certain aspects of
housing and may follow through with a more specific program should the study indicate a plan of action
should be required. Due to complexities of certain subjects it is important to take a close look at the
impacts and implications that these programs may bring about.
Under many Objectives, but not all, there are Pollclo8. Policies are statements on position the City takes
to implement an objective. Policies contained in the Housing Dement are important statements as they
reflect the City's official position on a matter. Future development must be consistent with these policies.
Following each program are line items:
FUNDING: indicates the source of funds to be used for each program. Where a funding source indicates
General Fund it is to mean that the program uses existing staff or resources and is funded by the General
Fund. Some Funding source indicate the use of State, or Federal funds. Where these funds might
become unavailable, implementation of these programs may not be possible.
LEAD AGENCY: indicates the agency, department or authority responsible for the program. When more
than one agency is listed it is a joint or cooperative effort. The Housing Authoriity means the City Council
authority over any housing program, the administration and actual staffing to be carried out by the Housing
and Redevelopment Department.
TARGET YEAR: indicates the time span for most of the programs, usually from 1991 until 1996. Where
only one date is indited it means the fiscal year the program is scheduled to be implemented or the
study will take place.
5
GOAL 1 (PRESERVATION)
Carlrbrd’r oxl8tlng houring tlock pruerved and rehabilitatod wlth rpoclrl rttentlon to hourlng
affordablo to lowor-lncomo hou8eholdr
OBJECTIVE 1.1 (CONDOMINIUM CONVERSION)
Create a program to monilar conversions to condominium of those rental apartments which house
primarily low and moderate income households and limit those conversions that reduce the supply
of affordable housing for those income ranges.
I
POLICY 1.1
Conversions co condorniniwns of exisling rental units which contain households of low ad moderate
City has met its need for affordable housing stock for lower and moderate income groups.
income may not be approved unkssfindings & be ma& that; the units will remain afordoble, and the I
i PROGRAM 1.1
Develop a program to restrict condominium conversion when such conversions would reduce
the number of low or moderate income housing units available throughout the city. This
program may require apartment owners who are undertaking the conversion to pay a fee to the
City. These funds would be used to mitigate the impacts of the loss of these rental units from
the City’s housing stock to low and moderate income households.
I
I
! FUNDING: Condominium Conversion Fee
LEAD AGENCY Planning Dept.
TARGET YEARS 1992 I I ... -:;=@I&$ :.’ ,... ~...~.~.., :~.,.~,.,:...:.,~,.: .,... : ,... (:.: < ....... >:>.: .(/. ,.,..,
OBJECTIVE 1.2 (MOBILE HOME PARKS)
Reduce or eliminate net loss of existing mobile home rental opportunities available to lower and
moderate income households.
I
I
6
PROGRAM 1.2
The City will continue to implement the City’s existing Residential Mobile Home Park zoning
ordinance (Municipal Code 21.1 7) which sets conditions on changes of use or conversions of
Mobile Home Parks.
FUNDING:
LEAD AGENCY
TARGET YEARS: 1992
CDBG & Redevelopment Set-aside Funds
Planning Dept., Housing and Redevelopment Dept.
OBJECTIVE 1.3 (MOBILE HOME PARKS)
Retain and preserve the affordability of mobile home parks.
PROGRAM 1.3
The City will assist lower income tenants to research the financial feasibility of purchasing their
mobile home park so as to retain rents and leases affordable to its tenants.
FUNDING:
LEAD AGENCY
TARGET YEARS: 1992
CDBG funds, State Grants and Loans, Private loans.
Housing and Redevelopment Dept.
OBJECTIVE 1.4 (RENTAL STOCK MONITORING)
Maintain a data base of information on vacancy rates, rental rates and physical condition of the city’s
existing rental housing stock, and utilize this database to evaluate programs affecting rental stock.
7
PROGRAM 1.4
The Ch'Y shall develop and implement a program in which it will periodically collect information
on the factors affecting supply and demand of existing rental stwk within the city. This
information will be wed in analysis of rental housing to be contained in the annual Housing
Element Report.
FUNDING: Existing City staff (General)
LEAD AGENCY
TARGET YEARS: 1991 Planning Department, Housing and Redevelopment Dept. -qp& . ... . . . . . ... -
,:. :,.: ..< :.:+~<<.;.$..: :. <: ... .. .:<::.::i ,*x. .>y,*+,
OBJECTIVE 1.5 (REHABILITATION)
Identify and rehabilitate substandard and deteriorating housing.
. PROGRAM 1.8
The Building Department will develop and implement a program to monitor and report to the
Housing and Redevelopment Dept., information on housing stock that is substandard and or
deteriorating. Identined structures will be reported to the Housing and Redevelopment Dept. for
assistance under the Ci's rehabilitation and assistance programs.
FUNDING: LEAD AGENCY
CDBG funds, State and Federal Rehab. Loans, Private rehabilitation loans.
Building Dept., Housing and Redevelopment Agency.
TARGET YEARS: 1991 -1 996
0 BJECTNE 1.6 (REHABILITATION SUBSIDIES-RENTAL STOCK)
Provide loan subsidies, loan rebates and other assistance to owners of lower income units in need
of repair and rehabilitation. Tagat: approxlmately 10 unit. por yorr
PROGRAM 1.6
The City through the Housing and Redevelopment Department and in conjunction with the
Building Department will provide loans, rebates and other support to preserve the existing stock
of low and moderate income rental housing. Priority will be given to housing identified by the
Building Department as being substandard or deteriorating in which houses families of lower
income and in some cases moderate income. This program depends partially on outside funding from State, and Federal sources.
a
FUNDING:
LEAD AGENCY
State grants and loans. Private lending institutions, Redevelopment set-
aside funds, CDBG funds.
Housing and Redevelopment Dept., Building Dept.
TARGET YEARS: 1991-1995 .. -*P#'i ...>:...;..b..:..&. .. *.. ..,..,.: :>& "..,a. >&:$
OBJECTIVE 1.7 (ACQUISITION AND REHABILITATION)
Acquire deteriorating and substandard rental housing from priiate owners, utilizing various local,
state, and federal funding sources. Turget: Approxlmately 50 unit. through 1998.
POLICY 1.7
oftk rental units acquired by tk city for rehabilitation purposes by tk Cify's Housing Authority,
approximatety 20% will be set ad& for householdr in tk wry low-income range.
PROGRAM 1.7
The City through the Housing and Redevelopment Dept. will implement a program to acquire,
using local Redevelopment set-aside funds, CDBG, State, Federal and private sector loans,
rental housing that is substandard, deteriorating or in danger of being demolished. Twenty
percent of the units, once rehabiliited, will be set aside for very-low income households.
FUNDING:
LEAD AGENCY
Redevelopment set-aside, CDBG funds, State and Federal loan programs,
private sector loan programs.
Housing and Redevelopment Dept.
TARQET YEARS: 1991-1996 ..... . .. '3- -<...< !.:.:.:.:<< _. *<.>
9
OBJECTIVE 1.8 (REHABILITATION INCENTIVES)
Provide incentives for the rehabilitation and preservation of deteriorating rental units which house
lower income residents.
PROGRAM 1.8
The City will provide financial and processing incentives for the Owners of lower income rentel
stock in need of rehabilitation and preservation. These incentives will include, but not limited
to: the waiving or reduction of planning and building fees, priority processing and financial
incentives such as low-interest rehabilitation and property acquisition loans.
FUNDING: Redevelopment set-aside. CDBG Funds.
LEAD AGENCY Housing and Redevelopment Dept.
TARGET YEARS: 1991 -1 998 'p#&)amwwi ................................................. :.:.:.:.:.fi$:.:.~<.:.~:<.x<.>x
OBJECTIVE 1.9 (REHABILITATION-HOMEOWNERS)
Provide rehabilitation assistance, loan subsidies and loan rebates for lower-income households,
persons of special needs, and senior homeowners to preserve and rehabilitate deteriorating homes.
Target: Approximately 5 units per year.
POLICY 1.9
The Housing Authority provision of rehabilitarion assistance ami assistance to homeaMIers will be
targeed b hincome, special ne& and senior households in thut priority.
10
PROGRAM 1.9
The City will implement a homeowner rehabilitation program targeted to lower-income, special
needs (handicapped, low income large-family, etc.,) and senior howehoMs that will consist of
financial and processing incentives such as low interest and deferred repayment loans, loan
rebates, and priority processing.
FUNDING:
LEAD AGENCY
Redevelopment set-aside, CDBG, State, Federal and private sector loans
and grants.
Housing and Redevelopment Dept. TARGET YEARS: 1991-1996 ....................... ,:,~.. ...... ............ -?;*= ..
I
OBJECTIVE 1.10 (NEIGHBORHOOD IMPROVEMENT)
Assist in the creation of a Neighborhood Improvement Program to provide local resident input and
participation into neighborhood preservation and improvement programs.
PROGRAM 1.10
Assist residents, especially in older neighborhood, in the creation of a Neighborhood
Improvement Program under which the city staff would: 1) promote an organization directed at
fostering neighborhood pride and improvement, and 2) provide information on city and other
funding resources. Activities might include housing rehabilitation and repair, infrastructure
maintenance and repair, weed abatement, abatement of code violations, neighborhood pride
and awareness activities, charitable activities and information outreach, among others.
FUNDING:
LEAD AGENCY
CDBG funds, Redevelopment Set aside funds.
Housing and Redevelopment Dept.
TARGET YEARS: 1992-1996 -@#&w
.Ad?: ........ ?.. ,,,? .<...>..?.& > . ? B
11
GOAL 2 (QUANTITY AND DIVERSITY OF HOUSING STOCK)
New hourlng devoloped wlth a dlverslty of types, prices, tenures, denrltloa and locatlonr and In
8~fflclent quantlty to meet the demand of antlclpated Clty and reglonal growth. i I
OBJECTIVE 2.1 (REGIONAL HOUSING NEED)
Allow development of sufficient new housing to meet Carlsbad’s share of the total regional housing 1 need, as identified in SANDAG’r Regional Housing Nee& Statement, 1991-1996. Target: Approxlmately
6273 unb.
PROGRAM 2.1
With the exception of some lower-income and special needs housing which may be assisted by
the City, new housing development will be achieved through private sector efforts. New
development will be achieved through the auspices of State Planning Law and the Ci’s General
Plan and Municipal Code. There is no special program for this overall goal. It is recognized that
achievement of this goal will be heavily influenced by private sector marketing strategies: local,
state and national economic trends; availability of regional infrastructure and services; and other
factors beyond the control of Carlsbad.
REGIONAL SHARE: DISTRIBUTION OF AFFORDABLE NEW HOUSING BY INCOME GROUP
Reportlng Perlod
Incomo Group Current Curnulathre
aro affordable
to which unb (711193 - 6/30/94) (7Dl- 6/94)
Very Low 0 unknown
LOW 0 unknown
Moderate 0 unknown
Other 134 unknown - - Total 134 678
12
OBJECTIVE 2.2 (DEVELOPMENT STANDARDS)
Ensure that development and housing construction achieved through the we of modifled codes and
standards, that will reduce the cost of housing, will retain qudi design and architecture.
PROGRAM 2.2
The Planning Department, in its review of development for all income categories, may
recommend waiving or modifying certain development standards or recommending that certain
Municipal Code changes be implemented to encourage the development of low and moderate
income housing. These recommendations will be reviewed with a goal to reduce costs
associated with overly strict or outdated standards. These cost savings need to be guaranteed
to be passed on to the future cost of the unit Although standards may be modified they will
also retain aesthetic and design criteria acceptable to the Ci.
FUNDI NO: CDBG Funds, Redevelopment Set-aside funds, General funds for
administrative purposes only.
LEAD AGENCY: Planning Dept., Engineering Dept., Building Dept.
TARGET YEARS: 1991-1996
13
OBJECTIVE 2.3 (DEVELOPABLE ACREAGE MONITORING)
Ensure sumCient developable acreage in all residential densities to provide varied housing types for
households in all economic ranges.
PROGRAM 2.3
The Ci will monitor the absorption of residential acreage in all densities and, if needed,
recommend and encourage the creation of additional residential acreage at densities sufficient
to meet the City's housing need for current and future residents. Any such actions shall be
undertaken only where consistent with the Growth Management Plan.
FUNDING: Msting Ci Staff (General)
LEAD AGENCY Planning Dept.
TARGET YEARS: 1991-1 996
OBJECTIVE 2.4 (ADAPTIVE REUSE)
Provide alternative housing environments by encouraging adaptive reuse of dder commercial or
industrial buildings.
PROGRAM 2.4
The City should encourage adaptive reuse of aging industrial, commercial and some residential
buiMings by developing an ordinance that would create affordable living spaces for combined
IivingMrking spaces. The principle targeted area for this type of housing would be in the
downtown redevelopment area.
FUNDING:
LEAD AGENCY
TARGET YEARS: 1992
Redevelopment Set aside, CDBG funds.
Planning Dept., Housing and Redevelopment Dept.
1
I
OBJECTIVE 2.5 (MIXED USE)
Encourage increased integration of housing with non-residential development.
PROGRAM 2.6
Review exkting zoning and land use policies to remove impediments to mixed we development.
Mapr commercial centers should incorporate, where appropriate, mixed commercial/residential uses. Mapr industrial/office centers, where not precluded by environmental and safety
considerations, should incorporate mixed indwtrial/oflice/residential uses.
FUNDING: Ejdsting City staff (General)
LEAD AGENCY: Planning Dept.
TARGET YEARS: 1993
OBJECTIVE 2.6 (COASTAL DEVELOPMENT MONITORING)
Identify, monitor, and report the number of affordable housing units constructed, converted, or
demolished in the coastal zone.
POUCY2.6
Pursuant to Government Codc &tion 65588 and 65590fiom January 1, lm, the City shall monitor,
record, and report &ata on housing mats constructed converted and dcmolished in the Coastal Zone
together with information regarding wkther these units are qeCor&Me to lower-income houschol&.
PROGRAM 2.0
As a function of the buiMing process, the City will monitor and record Coastal Zone housing
data including, but not limited to, the following:
1)
2)
3)
The number of new housing units approved for construction within the coastal zone after
January 1,1982.
The number of housing units for persons and families of low or moderate income, as
defined in Section WC@3 of the Health and Safety Code, required to be provided in new
housing developments within the coastal zone or within three miles of the coastd zone.
Tho number of oxi8ting residential dwdling unb occupied by persona and familie, or low
or moderate income that have been authorized to be demolished or converted since
January 1,1982 in the coastal zone pursuant to Section 65590 of the Government Code.
15
4) The number of residential dwelling units occupied by persons and families of low or
moderate income, as defined in Section 50093 of the Health and Safety Code, that have
been required for replacement or authorized to be converted or demolished as identified
in paragraph 3). The location of the replacement units, either onsite, elsewhere within the
locality's jurisdiction within the coastal zone, or within three miles of the coastal zone
within the locality's jurisdiction, shall be designated in the review.
These data will be reported in the Ci's annual housing report.
FUNDING:
LEAD AGENCY Building Department
TARGET YEARS:
General funds - (Administrative only)
1/92 - Begin capturing data
1992-1 996 - Ongoing. . .. ... .. .. . .. .,.. ...,...: 'f ...,...,.. .m-;p%$?q
GOAL 3 (GROUPS WITH SPECIAL NEEDS, INCLUDING LOW AND MODERATE INCOME HOUSE-
HOLDS)
Sufflclent new, affordable houslng opportunltlm In all quadranta of the City to moot the needs of
group, wlth rpeclal requlremonts, and, In partlcular the needs of curront lower and moderato
Income household8 and a fdr share proportlon of future lower and moderate Income households.
OBJECTIVE 3.1 (FARM WORKER)
Provide adequate shelter for both the permanent and migrant farm worker.
PROGRAM 3.1
The City shall work with and assist local community groups, social wetfare agencies, farmland
owners, and other interested parties to provide shelter for the identified permanent and migrant
farm workers during the five-year housing element period, These efforts will be in coordination
with other regional and local programs.
FUNDING: State and Federal grants and loans. CDBG funds
LEAD AGENCY Community Development Department.
TARGET YEARS: By first Quarter of 1992 - Meet wlth local farmon and advoc8t.r to
rofine the needs urusment of permanent and migrant farm workers,
and aggressively pursuo grant and sWng po88lbllltl.r. Contlnue
effort8 through 1998.
I
I
!
1
I
16
OBJECTIVE 3.2 (LARGE FAMILY)
Assure the development of
of lower-income larger households
adequate number of housing units suitably sized to meet the needs
POUCY3.2
i
I
In those dcvrlopments which are required to includc 10 or more units affordble b lmer-income
houeho0, at least 10 percent of the lower income units should have 3 or more bedrooms. This policy
docs not perhin b lower-income senior housing projects.
PROGRAM 3.2
Those housing projects entering into an agreement with the Ci to provide lower income
housing shall be required to implement Policy 3.2
FUNDING: General Fund (administration only)
LEAD AGENCY Planning Dept.
TARGET YEARS: 1991 -1 996
OW ECTlVE 3.3 (HOMELESS)
Provide transitional shelters and assistance for the homeless.
PROGRAM 3.3.8
Carlsbad will continue to facilitate the acquisition, for lease or sale, of suitable sites for
transitional shelters for the homeless population. The City will also continue to assist local non-
profits and charitable organizations in securing state funding for the acquisition, construction and
management of these shelters.
FUNDING:
LEAD AGENCY Community Development Agency
Redevelopment Set aside funds, CDBG funds
TARGET YEARS: 1991-1996
17
PROGRAM 3.3.b
La Porada de Gurdalupd
Catholic Charities
Good Samarltm How./
Catholic Charities
Continue to provide Federal Community Development Block Grant (CDBG) funds to community,
social welfare, not-for-profit and religious groups which provide services within the North County
area.
1 i
50 bed shelter, located in Carlsbad, for
homeless men. Maximum stay is 00 days.
Shelter, located in Oceanside, for
homeless men. Maximum stay is 90 days.
$39,500
$7,300
FUNDING: CDBG funds
LEAD AGENCY Housing And Redevelopment Dept.
TARGET YEARS: 1991 -1996 . . ... . .,. . . . . '.q#&$#@ w@yw&+,. .
Servlcer for Vlctlnu of Domestlc
Vlolenca/
Women's Resource Center
Provide services and assistance to families
threatened or victimized by domestic
violence, sexual assault and
homelessness.
$1 0,OOo
I
ProJoct Namo/Organkatlon Projoct Doscrlptlon
Homelem Proventlon Prograd
Community Resource Center
Assist low and moderate income persons
in maintaining adequate housing through
the provision of social services and the
provision of direct emergency assistance,
such as food and clothing.
11
18
Shelter for Abwed or Neglected Provides emergency shelter, food and
Chlldrmnl
Casa de Amparo
TOTAL
clothing to abused, neglected, or
abandoned children. Funds to be used to
refurbish the teen unit.
Encourage and assist a subrecipient (non-prolit organization) of CDBG funds to develop a
program which will offer a Ci Referral Service to refer, on a 24-hour basis, transient homeless
individuals and families to local agencies providing services to the homeless.
$5,000
$70,800
FUNDI NO: CDBG Funds
LEAD AGENCY Housing and Redevelopment Dept.
TARGET YEARS: 1991-1998 -eqk&$$* . . ... .. ..... ..+$.+>.., ..._.. ....... > ,... <.+x .3: .. :.:...?*... ...... 2
.. .. ..
OBJECTIVE 3.4 (SENIORELDERLY)
Provide addwnd senior housing. Turget: Approxlmrtdy 200 unb
PROGRAM 3.4.8
Amend the Cis current Senior Citizen's housing regulations to conform to the provisions of
Government Code section 65913.4 and 65915 (density bonus). Establish standards for location,
parking, safety, recreation facilities, medical care, and other aspects of senior orientated
housing. Consider requiring all senior citizen projects to be approved under Conditional Use
Permit. Establish appropriate monitoring and reporting procedures to assure compliance with
approved project conditions.
19
FUNDING: Existing Staff (General fund)
LEAD AGENCY Planning Department.
TARGET YEARS: 1991
PROGRAM 3.4.b
Under the Constitution of the State of California, Article 34, housing projects that have more than
50 percent of the total units set aside for low-income households, and are developed by, or
utilize funding from, Federal, State or local sources are subject to a vote by the citizens. In
1980, Carlsbad voters approved an Article 34 referendum to allow 200 units of Senior low-
income housing. This authority has not been exercised. The City will study the feasibility of
creating a low-income senior housing project at an appropriate site@) within Carlsbad.
FUNDING:
LEAD AGENCY:
Redevelopment set-aside funds, Private financing, state public financing.
Housing and Redevelopment Dept., Planning Dept.
TARGET YEARS: 1991 -1 996 .
OBJECTIVE 3.5 (LOWER INCOME)
Provide a range of new housing opportunities for lower-income households, in all areas of the city.
Targst: Approximately 1400 (1,125 mlnlmum) addltlonal asslsted households.
Through the implementation of various programs, the City will ensure the creation of the minimum
fair share goal of 1125 lower income housing opportunities. These programs and their associated
numerical goals are indicated below.
FUNDING:
LEAD AGENCY
General fund and various other funding sources.
Planning Department, Housing and Redevelopment Dept.
TARGET YEARS: 1991-1 996
See the individual programs which follow for progress made during the current reporting period.
OBJECTIVE 3.6 (INCLUSIONARY)
Ensure that all master planned and specific planned communities and all qualied subdivisions
provide a range of housing for all economic income ranges.
20
POLICY 3.6.a
A minimum of fifteen percent of all units approved for any master plan community or
residential specific plan shall be affordable to lower income-households.
PROGRAM 3.6.a
The City shall prepare and adopt an lnclusionary Housing Program which shall require that
15% of all base residential units within any Master Plan/Specific Plan community or other
qualified subdivision shall be restricted and affordable to lower income households. This
program shall require an agreement between all residential developers subject to this
inclusionary requirement and the City which stipulates: the number of required lower income
inclusionary units, the designated sites for the location of the units, a phasing schedule for
production of the units, and the tenure of affordability for the units.
FUNDING: Existing staff (General Fund).
LEAD AGENCY: Planning Department.
TARGET YEAR: Summer of 1992. '~~f#$q# .... s,.. ..,.,: ...... 9 : .... ..~....:.*i.3~~,.,:..~~ .,,..:.A*
. . . . . . . . .
POLICY 3.6.b
A minimum of fifteen percent of all approved units in any residential specific plan or qualified
subdivision (to be defined) shall be set aside and be made affordable to lower income
households. Where it can be demonstrated to the City's satisfaction that it is economically
infeasible to build the required units, an in-lieu contribution consisting of funds, land, or other
contributions may be made to the City. The City shall assume a fiduciary responsibility for
these contributions and assure their ultimate and exclusive use, in providing shelter for lower
income households. The in-lieu contribution shall be in an amount to be determined from a
study which shall evaluate the cost differential in developing and constructing market-rate vs.
lo werincome affordable housing.
PROGRAM 3.6.b
Develop a program to implement Policy 3.6.b within all residential specific plan and qualified
subdivisions. This program will require an agreement between the developer and the City that
stipulates these units will remain affordable for a specific length of time, and that the units
may be offered for rent, or with the approval of the city, for sale. The program will also
identify incentives the city may offer. An in-lieu fee, to be determined, may act to meet the
requirement to construct the low-income housing for developments less than 5 units. Target:
Approximately 200 units
FUNDING: Private developer funding
LEAD AGENCY: Planning Dept.
TARGET YEARS: 1991-1996
21
PROGRAM 3.6.~ (IN-LIEU FEE1
The City will conduct a study pursuant to Policy 3.6.b to evaluate, as an alternative to
inclusionary requirements as stipulated in Policy 3.6.b of the feasibility for an in-lieu
contribution for the inclusionary requirement. The fee may be assessed against the market
rate units for the development and will be based on the difference in cost to produce a market
rate rental unit versus a lower-income affordable unit. A detailed plan for the priority use of
these in-lieu fees shall be included in the In-Lieu Fee Study.
FUNDING: General Fund (Administration Only)
LEAD AGENCY: Planning Department
TARGET YEARS: Begin study in 1991 - Adopt ordinance by July 1992.
0 BJECTIVE 3.7 (LOWER INCOME DEVELOPMENT AND INCENTIVES)
Provide incentives, housing type alternatives, and city initiated developments and programs for the
assistance of lower-income household.
PROGRAM 3.7.a (DENSITY BONUS)
Develop an ordinance that implements Government Code section 6591 3.4 and 6691 5.
(Density Bonus) These sections require the City to grant a minimum of a 25 percent bonus
over the otherwise allowed density, AND one or more additional economic incentives or
concessions that may include but are not limited to: fee waivers, reduction or waiver of
development standards, in-kind infrastructure improvements, an additional density bonus
above the minimum 25 percent, mixed use development, or other financial contributions in
return for the developer guaranteeing that the project will reserve a minimum of 50 percent
22
I
of the units for Senior or other special need households, or 20 percent of the units for low
income households or 10 percent of the units for very-low income households. These units
must remain affordable for a period of 30 years. Under the City's program each project
should enter into an agreement with the City and this agreement will be monitored by the
Housing and Redevelopment Dept. for compliance.
FUNDING: General Fund (administration only). Redevelopment Set-aside funds.
LEAD AGENCY:
TARGET YEARS: Draft Ordinance 1991
Planning Dept., Housing and Redevelopment Dept.
Ordinance adopted by the first quarter of 1992. -#&&$ q&q&g
* ................. i ....,. :.,.: ..._....,. : .,... ..... : ..... :.:.;.: ...,... :.:...:...
PROGRAM 3.7.b (ALTERNATIVE HOUSING)
Consider development standards for alternative housing types, such as hotels, managed living
units, homeless shelters, and farm worker housing alternatives which would assist in meeting
the City's share of housing for low and very low income households.
Authorize alternative housing projects through a Conditional Use Permit or Special Use Permit.
The City will also examine the existing Second Dwelling Unit Section of its Municipal Code
(Section 21.42.010(11 )(A)) to explore means of better encouraging and facilitating the
development of affordable second units.
FUNDING: General Fund (administration only).
LEAD AGENCY:
TARGET YEARS: Draft Ordinance 1991
Planning Dept., Housing and Redevelopment Dept.
Ordinance adooted bv the first auarter of 1992.
23
POLICY 3.7.b
Approv& and dcvclopment of alternative housing types such as managed living units, transitwnal
shelters, and migrant farm wrkcr housing are contingent upon meeting the City's required lower income
and special housing nee&, Alternative housing types and their appmlr nrcry b &nied should the
finding b ma& that the project is not necdcd to meet the special or lowincome housing needs of the
community.
PROGRAM 3.7.c (CITY INITIATED DEVELOPMENT)
The City of Carlsbad, through the offices of the Housing Authority and through the Housing
and Redevelopment Department, will institute a New Housing Production Program that will
create new units of housing affordable to households of low and very low income. The
Housing and Redevelopment Dept. will work with private for-profit and especially not-for-
profit developers. The program will use local funds from CDBG, redevelopment set-aside
,funds and other city originated funds and leverage them against State, Federal and private
low interest funds to create these housing opportunities. Tmgrt: Approximately 200 new units
of these new units 100 will be affordable to very-low income households.
FUNDING:
LEAD AGENCY:
TARGET YEARS: 1991
Private Funding, State and Local funding.
Planning Dept., Housing and Redevelopment Dept.
POLICY 3.7.c
@the bra1 units developed undcr the HOuSing Authority New Construction Programs, lo0 units will be
aflordobk to householdr of very-low income.
FUNDING:
LEAD AGENCY:
TARGET:
Local, CDBG, Redevelopment set-aside funds, State and Federal loan
and grant funds. Private funding from various sources.
Housing and Redevelopment Dept..
Approximately 200 new units. Of these new units, 100 units will be
affordable to very low income households.
PROGRAM 3.7.d (SECTION 8)
Continue the City's Section 8 program to provide additional assisted housing opportunities
in the Housing Element Period 1 991 -1 996. Tqet: Approximately 100 additional households.
24
FUNDING: Federal Section 8 funding.
LEAD AGENCY: Housing and Redevelopment Dept.
TARGET YEARS: 1991-1996
POLICY 3.7.0
Public Facilities Fees (PFF) may be waived for lower income housing projects pursuant to City
Council Policy 17.5~~ which states in part: lk City Council may grant an exception for a low
cost housing project wkre the City Council finds such a project consistent with the Housing Element of
the General Plan and that such an exception is necessary. In approving an meption for low cost housing
the City Council may aaach cona%twns, including limitatwn on rent or income leveIs of tenants. If the
City Council#ndr a project is not being operated os a bw cost housing project in accordDnce with all
applicable conditions, the fee, which would otherwise be imposed by this chapter, shall immediateiy
bccome due and payah.
PROGRAM 3.7.0 (FEE WAIVER)
Implement City Council Policy number 17 under which public facility fee would be waived for
lower income housing projects. Developments for which Public Facility Fees are waived may
be subject to an analysis of the fiscal impacts of the project to the City.
FUNDING: Redevelopment Set-aside funds.
LEAD AGENCY: Planning Dept, Housing and Redevelopment Dept. Finance Dept
TARGET YEARS: 1991-1996 FWy& ... ,.. .................... >..................,....>*.......,..,>A .. .<, .... <t
PROGRAM 3.7.f (PRIORITY PROCESSING)
Implement priority processing for lower-income development projects. The priority processing
would include an accelerated plan-check process. The priority processing would be limited
to projects which would not need extensive engineering or environmental review.
FUNDING:
LEAD AGENCY: Community Development Dept.
TARGET YEARS: 1991
General Fund(administrati0n only) CDBG funds
__ -g#$jq@ ..... :..... .... :: ......... : ....... : .... i A%. '.,.<. ,,,,A.
25
PROGRAM 3.74 (IN-KIND IMPROVEMENTS)
The City will implement a program to contribute to selected lower-income housing
development, in-kind infrastructure improvements that may include but not be limited to:
street improvements, sewer improvements, other infrastructure improvements as needed.
FUNDING: CDBG funds, Redevelopment tax increment and set-aside funds,
LEAD AGENCY: Community Development Department
TARGET YEARS: 1992
General fund.
POLICY 3.7.h.
I In order to enable the development of aflordobk housing, the City will accomrnodote General Plan
Amendments to increase redntial densities on all PC and LC zoned propertits and all other
residentially designated properties. Any proposed General Ph Amendment request to increase site
densities for purposes of providing aflordabk housing, will bt evaluated relative to the proposal's
r&. These General Plan Land Use designation changes will enable up to 23 dwelling units per acre,
an4 in conjunction with a twenty-. percent density bonus, up to 29 dwelling units per acre.
compatibility with at#acent land uses and proximity to employment opportunities, urhm services or major I I
I PROGRAM 3.7.i I
In order to enable the development of affordable housing, the City shall adopt a mechanism
to allow discretionary consideration of density increases above the maximum now permitted
by the General Plan. This mechanism will include either; a Conditional Use Permit (CUP), Site
Development Plan (SDP) or Affordable Housing Overlay Zone.
I
I
FUNDING: General Fund (administration only)
LEAD AGENCY: Planning Department
TARGET YEARS: 1992
26
..
PROGRAM 3.7.j
The City shall implement, through new ordinances, Housing Programs 2.2 (Development
Standards), 3.6.a (Inclusionary), 3.7.a (Density Bonus) and 3.7.b (Alternative Housing) by the
end of 1 992.
FUNDING: Existing staff (General Fund)
LEAD AGENCY: Planning Department
TARGET YEAR: End of 1992.
OBJECTIVE 3.8 (GROWTH MANAGEMENT)
Ensure that incentive programs, such as density bonus programs and new development programs
are compatible and consistent with the City's Growth Management Ordinance.
POLICY 3.8.
Pursuant to Council Policy number 43 (which is hereby modified as indicated):
Residentiat development that does not yield the maximum allowable number of units under
the growth management control point are considered to have "excess units". These excess
units are allocated to be developed under the following priority.
1. Housing development for low and very low households as defined by Cal. Government
Code Section 65915.
2. Senior Citizen housing as defined by Carlsbad Municipal Code Section 21.18.045 3. ln-fill Single Family Subdivisions, zoned R- I, that meet all development standards and
where lot sizes are equal to or greater than adjacent subdivided R- 1 properties.
4. Projects within the existing general plan density range that provide, without other
compensation, for some significant public facility not required as part of the
development process.
27
5. Projects proposing a zone change from non-residential to residentid based on the
following findings;
al
bl cl
The property was zoned for other than residential use on July 1, 1986.
The property is compatible for residential use without significant mitigation.
The density of the project does not exceed the Growth Management Control Point
of any aaacent developed residential property.
PROGRAM 3.8
Formalize the concept of an Excess Dwelling Unit Bank. The "bank" should be an accounting
system to keep track of "excess units' anticipated under the city's Growth Management Plan,
but not utilized by developers in approved projects. Surplus units would be available for
inclusion in other projects using such tools as density transfers, density bonuses and changes
to the General Plan land use designations.
FUNDING: Existing Staff (General)
LEAD AGENCY:
TARGET' YEARS: 1991
Planning Dept., Growth Management Division.
0 BJECTIVE 3.9 (SPECIAL HOUSING NEEDS PRIORITIES)
Ensure that new development constructed by the private sector, and public funds allocated for
lower-income and special needs groups, will meet the City's lower-income housing needs.
POLICY 3.9
New development and housing that is set as* for low and very low ahcome householdp will dess the
unmet housing ne& of the community by priorities set by the Housing Authoricy through the Planning
Department and the Houring and Redewibpment Agency.
PROGRAM 3.9
The City will annually set priorities for its future lower-income and special housing needs. The
priorities will be set by the Housing and Redevelopment Dept. with assistance from the
Planning Department and approved by the City Council. Priority given to the housing needs
for lower-income subgroups (Le., handicapped, seniors, large-family, very-low income) will
be utilized for preference in the guidance of new housing constructed by the private sector
and for the use of fund used or allocated by the City for construction or assistance to low
income projects. Setting priorities is necessary to focus the limited amounts of available
financial resources on housing projects that will address the City's most important housing
needs. Priorities will be set annually as needs fluctuate according to how well they are
accommodated over time.
FUNDING: Redevelopment set-aside funds.
LEAD AGENCY: Housing and Redevelopment Dept.
TARGET YEAR: 1991 -1 996
28
OBJECTIVE 3.10 (MODERATE INCOME)
Provide a range of new housing opportunities affordable to moderate-income households in all
areas of the City. Target: Approximately 1300 units
PROGRAMS 3.10.a (MORTGAGE REVENUE BOND)
The City will encourage the development, subject to market conditions and feasibility, of a
minimum of 200 new units affordable to first-time home buyers of moderate income through a City-funded mortgage revenue bond program. The program will be limited to first-time
home buyers who rent or work in Carlsbad.
FUNDING: Mortgage Revenue Bonds
LEAD AGENCY: Housing and Redevelopment Dept., Finance Dept.
TARGET YEARS: 1992-1996
PROGRAM 3.10.b (LENDING PROGRAMS)
The City’s Housing Authority and Housing and Redevelopment Dept. will work with local
lenders and the local development community to secure funding and develop additional
lending programs through local private and State and Federal housing programs for moderate
income, and especially first-time home buyers.
FUNDING:
LEAD AGENCY:
Private Lenders, State and Federal agencies.
Housing and Redevelopment Dept.
TARGET YEARS: 1991-1999
29
POLICY 3.10.c
A minimum of 5 percent of all units approved for any master and specific planned community
will be affordable to moderate income first-time home buyers.
PROGRAM 3.10.c (MODERATE INCLUSIONARY)
To assure the provision of a full range of housing opportunities for all income groups in
master and specific planned communities, the City will develop an inclusionary program to
implement Policy 3.10.c Twt: Approximately 200 units.
FUNDING:
LEAD AGENCY:
Private 'Lenders, Mortgage Revenue Bonds, State and Federal Funds.
Planning Dept, ,Housing and Redevelopment Dept.
TARGET YEARS: 1991-1996 ~- ~ ___
..................................... m##g+#$if#$$ :.:.:.7 ....... > ......, x,,.:...*.* I
OBJECTIVE 3.1 1 (SMALLER, MORE AFFORDABLE HOUSING)
Reduce the size of housing, thereby reducing costs and increasing affordability.
POLICY 3.11
Rcsidrnrial suhiivisions wq b approved with lots smaller than required in the underlying zone, but only
when the size of the structwcs ir reduced so as to yield less costly houses. Thc City will consib
altrntativc measures, inchdng, but not limited to, kight limits, lot cowrage limits, and maximum floor
area mtios os the means to control the size of sbrcctures on these smaller lots.
PROGRAM 3.1 1
The Planning Department shall study the relationship between the size of houses, lot sizes,
density, and construction and development costs. Some single family detached and attached
houses should be built on smaller lots; and have smaller floor areas than the private sector
30
currently provides, so as to reduce development and construction costs. Smaller homes at
lower costs would create housing more affordable to moderate income households. The
study will present findings together with recommendations on: minimum sizes for permitted
substandard lots, the appropriate floor areas for associated houses; and the applicability of
providing density bonuses so as to achieve reduced development costs. Small lot
subdivisions will continue to be approved only through Planned Developments (Municipal
Code Section 21.45)
30a
FUNDING: General Fundladministration only)
LEAD AGENCY: Planning Dept.
TARGET YEARS: 1991-1996
I OBJECTIVE 3.12 (LAND BANKING)
Provide adequate land for low income and moderate housing development throughout the city. i PROGRAM 3.12
The City will implement a land banking program under which it would acquire land suitable
for development of housing affordable to lower and moderate income households. The
proposed Land Bank will accept contributions of land in-lieu of housing production required
under an inclusionary requirement, surplus land from City, County, State or Federal
governments, and land otherwise acquired by the City for its housing programs. This land
would be used to reduce the land costs of producing lower and moderate income housing
developed undertaken by the City or other parties.
II
I
FUNDING:
LEAD AGENCY:
TARGET YEARS: 1992
CDBG, Redevelopment Set aside funds, General Funds ladmin only)
Planning Dept., Housing and Redevelopment Dept.
5 .*$ * ... .:,.,:.....:. .... >:..+.... ...., :.:.>.<:E$,,,, I..x..+I ,
OBJECTIVE 3.13 (COMMUNITY REINVESTMENT ACT)
Monitor the lending practices of local lending institutions for compliance under the Community
Reinvestmt Act to evaluate lending activities and goals towards meeting the communities credit
needs.
31
POLICY 3.13
?he City will annually mlwe its hnking practices with Iocal and regional lending instinctions hsed
on CRA lending repom. ?he City will reevaluate ilr relotionship with lending institutions that are
subsrantiolly &went in their CRA ratings.
PROGRAM 3.13
The Housing and Redevelopment Dept., in conjunction with the Finance Department and the
City Treasurer will monitor and evaluate local lending institution's compliance with the C.R.A.
Lending institutions which are deficient in meeting C.R.A. lending responsibilities in areas
such as multi-family construction and lending for affordable housing will be identified. The
City will explore means to encourage greater lending activities in Carlsbad.
FUNDING:
.LEAD AGENCY:
CDBG fund, Redevelopment Set-aside funds
Housing and Redevelopment Dept., Finance Dept., City Treasurer
TARGET YEARS: 1991-1996
OBJECTIVE 3.14 (HOUSING TRUST FUND)
The City will create a Housing Trust fund to facilitate the construction and rehabilitation of
affordable housing.
PROGRAM 3.14
The City will create a Housing Trust Fund for the fiduciary administration of monies dedicated
to the development, preservation and rehabilitation of housing in Carlsbad. The Trust Fund
will be the repository of all collected in-lieu fees, CDBG and tax-increment funds targeted for
proposed housing as well as other, local, state and federal and other collected funds.
FUNDING:
LEAD AGENCY:
TARGET YEARS: 1992
In-lieu fees, tax increment funds, real property transfer tax, and CDBG
funds, local, state and federal funds.
Housing and Redevelopment Dept., Finance Dept.
32
....... .Rwfm!#.>...>. .. ,f@$fgi@ ,.,.e.> ........
OBJECTIVE: 3.15 (HOUSING ELEMENTlANNUAL REPORT)
Ensure that the Housing Element retains its viability and usefulness through annual amendments,
review and monitoring. 1 PROGRAM 3.15
To retain the Housing Element as a viable policy document, the Planning Dept. will undertake
an annual review of the Housing Element and schedule an amendment if required. Staff will
also develop a monitoring program and report to the City Council annually on the progress
and effectiveness of the housing programs. This monitoring program will be in conjunction
with new State of California requirements regarding annual reports.
FUNDING: General Fund
LEAD AGENCY: Planning Dept.
TARGET .. YEARS: 1991 -1 996 ~... .... ...~. ................. > ....... ....,... ..... mmijpWM4
33
GOAL 4 (HOUSING, JOBS, WORK FORCE BALANCE)
Maintenance of a high quality of life and a strong local economy through a balance of residential and
non-residential development, in particular, a balance of the skills desired and wages offered by local
employers; the skills and education possessed, and wages earned by the local work force; and the cost
of local housing.
OBJECTIVE 4.1 (HOUSING IMPACT FEE)
Achieve a balance between 1) the numbers of local jobs created relative to the availability of
housing, and 2) the cost of housing relative the wages that are offered.
PROGRAM 4.1
The City will study the impact of commercial and industrial development on housing demand,
and the ability of local employees to afford local housing. Where adverse impacts are
identified, mitigation measures will be considered to reduce the impact.
These measures will include, but are not limited to, the requirement for commercial and
industrial developers and employers to contribute an in-lieu fee towards the production of
affordable housing and employer assistance to finance affordable housing for their employees.
FUNDING:
LEAD AGENCY: Planning Dept.
TARGET YEARS: 1992
CDBG funds., General Fund (administration only)
GOAL 5 (RESOURCE CONSERVATION)
New and redeveloped housing which conserves natural resources, in particular energy and water.
OBJECTIVE 5.1 (ENERGY CONSERVATION)
Promote energy conservation in new housing development.
34
PROGRAM 5.1
The City will continue to implement energy conservation measures in new housing
development through State Building Code, Title 24 regulations, and solar orientation of major
subdivisions through Title 20., Chapter 17 of the Municipal Code.
FUNDING: Private funding
LEAD AGENCY: Community Development Dept.
TARGET YEARS: 1991-1996
OBJECTIVE 5.2 (WATER CONSERVATION)
Promote resource conservation including water conservation in new housing development.
PROGRAM 5.2
New housing construction developed under a water emergency may be required to develop
strict conservation guidelines, including but not limited to, mandatory installation of low flush
and low flow bathroom and kitchen fixtures, xerophytic landscaping or suspension of
landscaping requirements until the water emergency is lifted, and requiring the use of
reclaimed water in all construction grading projects. Any such actions shall be in accord with
policies adopted by the City in response to declared emergencies.
FUNDING: Private funding
LEAD AGENCY: Community Development Dept.
TARGET YEARS: 1991 __ ,pg@@@&$&@&pj .. .... i: ..,:.:.>., ......... . A.,....,.. ...... >s .,.< ... LW. ,,,.,,
GOAL 6 (OPEN AND FAIR HOUSING OPPORTUNITIES)
All Carlsbad housing opportunities (ownership and rental, fair-market and assisted) offered in
conformance with open housing policies and free of discriminatory practices.
OBJECTIVE 6.1 (FAIR HOUSING)
i
1
Disseminate and provide information on fair housing laws and practices to the community.
35
PROGRAM 6.1
The Housing Authority and Housing and Redevelopment Dept will make information on "fair
housing law and practices" available to all tenants, property owners and other persons
involved in the sale and rental of housing throughout Carlsbad on an ongoing basis.
FUNDING:
LEAD AGENCY: . Housing and Redevelopment Dept.
CDBG funds, Section 8 administration funds.
TARGET YEARS: 1991-1996 .................. i;' ........ I..: .... m=ss;,*:m
PROGRAM 6.2
The Housing Authority will continue its program of referrals to the appropriate agencies on
complaints on fair housing issues. These complaints will be monitored as to the status of the
complaint and will direct any action, if required, to the appropriate Local State or Federal
agencies for further actions.
FUNDING:
LEAD AGENCY: Housing Authority
Section 8 administration Funds, CDBG funds.
TARGET YEARS: 1991-1996 @#j##&y#&y$q@& ................... +:..<... ..,.., *.>.r.x %.% A..
PROGRAM 6.3 (MILITARY, STUDENT REFERRALS)
The City will assure that information on the availability of assisted, or below-market housing
is provided to all lower-income and special needs groups. The Housing and Redevelopment
Agency will provide information to local military and student housing offices of the availability
of low-income housing in Carlsbad.
FUNDING:
LEAD AGENCY:
CDBG Funds, Redevelopment Set aside funds.
Housing and Redevelopment Agency
36
TARGET YEARS: 1991-1996
... ...,....,....... :.. ... .. j;+,,.:.i:.;+, :<.,,:.&&: .... + (.. :.xi:..<.:.; ....... mg#p*fm
37
Appendix 1
Carlsbad Housing Prices
7193 - 6194
Including
Definitions of Affordable Housing Prices
38
Definitions of Affordable Housing Prices
Market-Rate Housing
Following is a definition of affordable sales-prices for new housing constructed without public sector
financial assistance ('market-rate" housing). It was developed by an ad hoc committee of housing and
planning department officials and staff members from many of the nineteen jurisdictions within the
jurisdiction of the San Diego Association of Governments, under the sponsorship of SANDAG. The
resulting definitions and prices were reviewed by the SANDAG Board and the California Department of
Housing and Community Development in 1993 and approved by both bodies for use in determining to
what income groups newly constructed, market-rate housing is affordable.
Definition
Affordable Sales Price = 3.0 x Annual Income, Adjusted For Household Size.
This methodology provides a benchmark from which general affordability may be inferred. Actually,
many factors help determine if a home purchase is affordable. These factors include: mortgage interest
rate, down payment and loan origination fees, utility allowance, mortgage insurance requirements,
homeowners' association fees, etc..
Affordable Prices, bv Household Size
Level of No. of Affordable Sales Prices
Income Bedrooms FY '92-'93 FY '93- 94
Very Very Low Studio $26,100 $27,675
1 29,790 31,590 2 37,260 39,510
3 43,200 45,810
4 49,140 52,155
Very Low
Low
Moderate
Studio $43,500 $46,125
1 49,650 52,650
2 62,100 65,850
3 72,000 76,350
4 81,900 86,925
Studio $69,600 $73,800
1 79,440 84,240
2 99,360 105,360
3 11 5,200 122,160
4 131,040 139,080
Studio $104,400 $1 10,700
1 11 8,800 126,360
2 149,040 158,040
3 172,800 183,240
4 1 96,560 208,620
39
New Construction Data
Prices 6/93 - 7/94
Unit Type Address No. Beds Price
Condo 2938a Luciernapa St. 4 $21 0,000 -
2938b Luciernaga St. 4 $21 0,000
2940a Luciernaga St. 4 $21 0,000
2940b Luciernaga St. 4 $21 0,000
2942a Luciernaga St. 4 $21 0,000
2942b Luciernaga St. 4 $21 0,000
2607 Cabrillo PI. 3 $220,00C
Condo Mean = 3.26
!
40
I c
Prices 6/93 - 7/94
UnitType I Address I No. Beds I Price L I I SF 13880 Althea Ln. I 4 I $21 0,OOdl I I
I
SF 1709 Butters Rd.
SF 2615 Cabrillo PI
SF 261 3 Cabrillo PI.
f 2 $2 2 5 , 000
3 $229,000
3 $22 9 , 000 -
SF 261 6 Cabrillo PI. 3 $229,900
SF 2612 Cabrillo PI. 3 $229 , 900
SF 2922 Avenida Valera 3 $246,500
A SF 291 2 Avenida Valera 4 $2 50,000
SF
SF
SF
SF
SF -.
$ 2 84,OO
2930 Avenida Valera 4
2932 Avenida Valera 5
291 6 Avenida Valera 4 S 260, OOC
2942 Avenida Valera 4 S 260,000
29 14 Avenida Valera 4 S 260,000
2928 Avenida Valera 5 $261,500
2936 Avenida Valera 4 S 268,000
SF 2935 Avenida Valera 5 $326,99
SF 2037 Vista Mariana 4 5330,OO
SF 2921 Avenida Valera 3 5330,OO
--
SF
SF
- ~-~ I SF 6983 Blue Orchid Ln. 3 5336,OO
SF 2831 Vista Mariana 4 5336,50
1 SF 2843 Vista Mariana 4 5337,OO
~__ - ~
6993 Blue Orchid Ln. 3 S 344 , 000
6972 Blue Orchid Ln. 4 $351,000
-. -_ -
SF 2845 Vista Mariana 4 $341 ,00
SF 2859 Vista Mariana 4 534330
41
I
17270 Sooonbill Ln. I 4 I $490.00011
7278 Spoonbill Ln. 5 5490,OO
7274 SDoonbill Ln. 5 $5 10,OO
G New Construction Uata
Prices 6193 - 7/94
Unit Type Address No. Beds Price
SF 181 5 Bittern Ct. 4 $ 520, Od
SF
SF
SF
43
7267 Spoonbill Ln. 4 $680,000
7271 Spoonbill Ln. 5 $779,000
71 11 Babilonia St. 4 $1,000,000
SF Sum = 383 $35,544,514
SF Mean = 4.07 $378,133
SF Median = $360,000.
Appendix 2
City of Carlsbad
Affordable Housing Projects
44
a
c
E
0 c
w e .- C 3
r 0 I
C 0 .- C e 0
V m t:
g
.-
2 C 0 n m N
.-
.- 3
0 z
7 m