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HomeMy WebLinkAbout1997-03-11; City Council; 14087; Housing production report?i a %Y OF CARLSBAD - AGENbk BILL 2T FY 1995 - 1996 CITY ATTY. .( DEPT. PLN ‘%? 1::;:; RECOMMENDED ACTION: That the Council ACCEPT the staff report on housinsi production for the reporting perioc 1995 to June 30, 1996. ITEM EXPLANATION: Description This Agenda Bill brings to the City Council staffs third annual report on the pro City is making in housing production. This report is an information item only. No action is r( The report consists of a memorandum to the City Manager, attached as Exhibit 1. The concerned with new housing construction only. It provides statistical information for a housing, and b) regional share needs (housing affordable to the four income groups id€ state law). In addition, this current reporting period concludes the end of the original housing element cycle (July 1,1991 through June 30, 1996). Although the original hous has been extended by the state legislature to run through 1999, the report includes a disc cumulative progress over the original five-year period. Data are included for market-rate and the City’s inclusionary housing programs. This report also complies with the 5 requirement for an annual housing report to the Council. lerate-, and “other”- income houset i on the affordability of housing for lent cycle, and observations and COI Report conclusions The City has seen significant results from its commitment to the develc nitment is evidenced in its policy frz Iursue creative partnerships with th less, the need for housing affordabl low-, low-, and moderate-income families continues to outstrip the community’s collective percentage of total production. At , as the current swing of the econol nd purchases of new housing. the City Manager, dated February with subject: Housing Producfion Report F Y 1995 - 1996. 0 0 EXHIBIT 1 FEBRUARY 18,1997 TO: CITY MANAGER FROM: Principal Planner HOUSING PRODUCTION REPORT FY 1995-1996 This document constitutes the third annual report 011 the City’s progress in housing production for both a) overall housing production, and! b) regional share needs (housing affordable to the four income groups identified in state law). This current reporting period marks the end of the original five-year housing element cycle. Therefore, the report also includes a discussion of cumulative progress over this five-year period. Modified Report The previous two reports (for FY 1993-1994 and FY 1994-1995) provided very detailed status information on each of the 50+ programs contained in the Housing Element of the General Plan. Many of these programs are concerned with setting up the City’s inclusionary housing program and variouis related programs and ordinances. All of this work was completed several years ago and in the previous reports the status information for these programs simply repeated old information: “The work is done”. For the current report, it was decided to forego repeating this information, and, instead to focus just on the important status of the City’s progress in meeting its numerical objectives for housing. Reporting periods This one-year reporting period marks the end of the original five-year housing cycle for which our current Housing Element was prepared. This cycle was to extend from July 1, 199 1 to June 30, 1996. However, in 1994, 1995, and again in 1996, as part of the annual budget reconciliation acts, the state legislature extended the housing cycle by an additional year. Consequently, the original five-year housing cycle will now be an eight-year cycle, running until June 30, 1999. The numerical objectives remain the same, however. Provided the legislature does not extend the cycle again this year, an updated housing element and new five-year performance objectives will be prepared just prior to the beginning of the next housing cycle in 1999. Report Format The City’s progress is presented through references to six tables. Table 1 defines the four income groups. Tables 2 and 3 set out the qualifying income levels for the four income groups and the corresponding prices at which housing is considered to be affordable. Table 4 provides the counts of housing units, by income group and type of housing stock, that completed construction this last fiscal year. Table 5 gives annual and total counts for the last five years. Last, Table 6 compares our cumulative progress to the original five-year housing objectives. Housing Cycle Objectives You will recall that the determinations of housing need for each jurisdiction in California are derived from the Regional Housing Needs Assessments prepared by the regional councils of government (COG) before the beginning of each Income Group Very Low Low Moderate Other Needs 1,443 1,066 1,317 2,447 Definition * (% of County Construction Median Income) Less than 50% 50 - 80 YO 80 - 120% 120% + 150 50 350 8 10 $30,750 $38,200 $49,200 $61,150 $73,800 $91,700 Income Group to Which Units Are Affordable very low low moderate Number of I3edrooms 1 2 3 4 5 $55,950 $69,900 $8 1, I50 $92,250 $1 14,600 $89,400 $1 11,900 $129,’750 $147,600 $183,450 $134,100 $167,700 $194,550 $221,400 $275,100 Income Group To Which Units are Affordable Very Low Low Moderate Other Unknown** Totals Market Rate Units S.F. Detached Condo 0 0 0 0 18 10 3 92 59 5 0 415 69 I Percentage Achieved to Date 16.8% 9.1% 2.3% 35.8% n.a. 30.7% L 2,447 63.5% 1,554 n Unknown CITY MANAGER a e HOUSING AFFORDABILITY REPORT FY 1995- -1996 - Page 7 Observations and Conclusions 1. East year’s overall production Last year’s overall production continues the rebound begun during 1994 - 1995 reporting period. Market-rate housing production was supplemented by the production of 336 units of public housing in the Villa Loma apartment project, for a total of 822 units. 2. Five-year overall production While Carlsbad’s overall production of housing during the five-year period (1,924 units) was much less than the original regional share estimate of need (6,273 units), the lesser rate of production was due primarily to the general economic downturn that occurred during the first three years of the cycle. During this down period, growth throughout the state was flat, even negative in some areas. Therefore, it is likely that the actual need for housing (statewide and locally) was significantly less than the original estimates of need. Carlsbad’ s production mirrors that of other jurisdictions throughout the state. Our production in the last two years has rebounded strongly and shows every sign of continuing for the foreseeable future. 3. Last year’s lower-income housing The City’s incl usionary housing programs finally began to bear hit. First-built of several projects approved subject to inclusionary housing requirements, the Villa Loma apartment project yielded 24 1 units affordable to very low income families and 95 units affordable to low income families. 4. Five-year lower-income production The estimated need for lower-income housing for the five-year cycle was 2,509 units (or 40% of total need). The City’s production of lower-income units was 340 units (or about 18%) of over-all production. While the 18% percentage production is low relative to the original estimate of need, it is still somewhat greater than the City’s inclusionary policy of 15%. This is remarkable given that it took several years to establish the policies 2nd ordinances for the inclusionary programs, and more time to bring the first actual development projects on-line. With a number of approved inclusionary projects, there is promise of more lower-income affordable units to come. On the other hand, it is significant that the private sector produced no market-rate housing affordable to lower-income families during the entire five-year period, other than a handful of second dwelling units. 5 D Moderate-income housing production During the entire five-year period only 30 units (2% of total production) have been produced which are affordable to moderate income families. The original regional share estimate of med indicated that 1,3 17 moderate- income units were needed (or 2 1 % of total need). When the City considered including a moderate-income requirement as part of its indusionary housing ordinances, the requirement was set aside when the private sector assured the City that it would produce moderate-income housing without inclusioiiary requirements. Based upon this assurance, the City made a conscious decision to focus its own resources and efforts on lower-income housing during the five-year period. The industry’s production figures 0 a CITY MANAGER HOUSING AFFORDABILITY REPORT FY 1995- - 19‘36 Page 8 - do not stand up well to its earlier assurances. On the other hand, 28 of the 30 market- rate moderate income units produced over five yeara were produced just this last year. Perhaps economic and market trends will lend themselves to producing more moderate- income affordable housing in subsequent years. 6. “Other”-income housing production The market-rate median prices of both detached and attached housing produced in Carlsbad last year ($317,000 and $204,000, respectively) are affordable only to “other” income classes. Clearly, Carlsbad’s private sector continues to produce primarily upscale housing. A number of factors contribute to this trend: Tax incentives for producing more affordable housing are few; litigation against builders of multi-family housing projects continues to act as a significant disincentive; despite lower interest rates in recent years, per-square-foot production costs remain high, so that profit margins on more affordable housing is low; and, in many desirable areas, demand for higher-end housing remains relatively strong. In conclusion, the City has seen significant results from its commitment to the development of housing affordable to lower income families. This commitment is evidenced in its policy framework, the allocation of its own resources, and its efforts to pursue creative partnerships with the private sector in all aspects of housing production. Nevertheless, the need for housing affordable to very low-, low-, and moderate-income families continues to outstrip the community’s collective ability to produce it, both in terms of absolute numbers and as a fraction of total production. At the same time, total production of new homes is on the increase, as the current swing of the economic cycle provides the conditions necessary for both production arid purchases of new housing. =- c z-%GLw- DENNIS TURNER I I I I I I I ' I I I I I I I I I Hoiusing Element ANNUAL PROGRESS REPORT (:7/94 - 6/95) ~~ CITY of CARLSBAD California Prepared By Housing and Redevelopment Department Planning Department !September 1995 Housing Element ANNUAL PROGRESS REPORT (7’/94 - 6/95) CITY of CARLSBAD California Prepared By Housing and Redevelopment Department Planning Department September 1995 I I I I I I I I I I I I 1 I I I I I Housing Element ANNUAL PROGRESS REPORT (7194 - 6/95) CITY OF CARLSBAID 1 California Prepared By Housing and Redevelopment Department Planning Department September 1995 I I I I I II I I I I 1 I I I I I I I HOUSING ELEMENT - ANNUAL PROGRESS REPORT Table of Contents Took Page 3.7i Density Increases Above G.P. Range (SDP) .......................... 2 3.7j Ordinances to Implement lnciusionary ............................. 2 3.8 Excess Dwelling Unit Bank ..................................... 2 3.9 Annual Priorities List for Lower-lncome/Special Needs .................. 2 3.1 Oa Moderate Income - Mortgage Revenue Bonds ........................ 2 3.1 Ob Lending Programs ........................................... 2 3.1 Oc lnclusionary - Moderate Income .................................. 2 3.1 1 Smaller Housing/Small Lot Study ................................. C 3.12 LandBank : 3.1 3 Community Reinvestment Act - Bank Monitoring ...................... C 3.1 4 Housing Trust Fund - Establish One ............................... : 3.1 5 Annual Report on Housing Element Progress : I 4 Housing, Jobs, Work Force Balance ............................... : 4.1 Housing Impact Fee on Non-Residential Development. .................. : 5 Resource Conservation : 5.1 Energy Conservation ......................................... : 5.2 Water Conservation .......................................... : 6 Open and Fair Housing Opportunities ............................... : 6.1 Fair Housing Information/Practices ....... ,, ........................ : 6.2 Referrals for Military/Students .......... ,, ........................ : Appendix 1: New Construction Data A1 ................................................ ......................... ....................................... ...................................... Appendix 2: Affordable Housing Projects ................................... A2 .. 11 HOUSING ELEMENT . ANNUAL PROGRESS REPORT Table of Contents Paqe ToDic iii Executive Summary ..................................................... Goals. Objectives. Policies. Programs. Progress .................................. 1 Programs: 1 Preservation ................................................ 2 1.1 Condo Conversions . Protect LowlModerate .......................... 2 1.2 Mobile Home Parks . Implement Existing Ordinance ..................... 3 1.3 Mobile Home Parks . Preserve Affordability ........................... 3 1.4 Rental Stock Monitoring ........................................ 4 1.5 Rehabilitation . Monitoring Program ................................ 4 1.6 Rehabilitation . Rental Loan Assistance .............................. 5 1.7 Rehabilitation . Housing Acquisition ................................ 5 1.8 Rehabilitation . Incentives for Lower-Income .......................... 6 1.9 Rehabilitation . Homeowner's Programs ............................. 7 1.1 0 Neighborhood Improvement Program ............................... 7 2 Quantity and Diversity of Stock ................................... 8 2.1 Regional Housing Need ........................................ 8 2.2 Flexible Development Standards ................................. 10 2.3 Monitoring Developable Acreage ................................. 10 2.4 Adaptive Re-Use Regulations ................................... 11 2.5 Mixed-Use Regulations ........................................ 12 2.6 Coastal Development Monitoring ................................. 12 3 Special NeeddLower-Income & Moderate-Income ..................... 13 3.1 Farm Worker Housing ........................................ 14 3.2 Large-Family Housing ......................................... 14 3.3a Homeless . Facilitate Site Acquisition .............................. 15 3.3b Homeless . Funding (CDBG. Other) ............................... 15 3.3~ City Referral Service . CDBG Funding .............................. 16 3.4a Senior Housing . Amend Zone CodeKUP ........................... 17 3.4b Senior Housing . Low-Income Seniors ............................. 18 3.5 Lower-Income Seniors ........................................ 18 3.6a lnclusionary . Lower-Income in Master Plans ......................... 19 3.6b lnclusionary . Lower-Income in Other Developments ................... 20 3.6~ Cost of Affordable Housing . In-Lieu Fees ........................... 20 3.7a Density Bonus Ordinance ...................................... 21 3.7b Alternative Housing Types (SRO. MLU. Farm Worker) .................. 21 3.7~ City Initiated Development . LowNery-Low ......................... 22 3.7d Section 8 Housing ........................................... 23 3.7e Fee Waivers (CC Policy 17) .................................... 24 3.7f Priority Processing .......................................... 24 3.7g In-Kind Improvements ........................................ 25 i I I I I I I I I I I 1 i 1 i I I I I 1 111 EXECUTIVE SUMMARY This document constitutes the second written annual progress report on the City of Carlsbad's Housinc Element, a part of its General Plan. It's purpose is to provide the basis for tracking the progress whict the City is making in implementing the numerous specific programs which were designed to achievc 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 anc staff of state agencies (including the Governor's Office of Planning and Research and the Housing anc Community Development Department), and all other persons who are interested in housing issues ii Carlsbad. Pursuant to state law, housing elements are prepared and updated on a five-year cycle. This housin! element was prepared on a housing cycle which began on July 1, 1991 and was originally schedule1 to conclude on June 30, 1996. A 1993 change to state law, however, has extended this cycle to Junl 30, 1998, so the actual cycle will be seven years. This document reports the progress of the City for FY 1994-1 995 (ending June 30, 1995). The heart of the Housing Element is its "policy section". The policy section consists of six over-i goals, 35 objectives, 15 policies, and 51 programs. The 51 programs are the subject of this documen A hierarchical relationship exists between the goals, objectives, policies and programs, whic relationship is described in the first pages of this document. Then follows a complete listing of all ( the goals, objectives, policies, and programs. Under each program is listed important informatio. including: the funding sources, the lead agency or department assigned to undertake the program, tl original target year for implementing or completing the program, and, most importantly for this repoi the progress achieved in the current 1994-1 995 reporting period. For many programs this last sectic also gives cumulative progress since the beginning of the five-year housing cycle. For ease in readir the "progress" sections are set out in highlighted type. Summary of Prowess: Measuring and reporting progress varies with the different types of Housing Element programs. Sor of the programs are one-time projects with discrete beginnings and ends. For these, staff has indicat that the program has either been completed or not. Other programs are simply "on-going" (for examp the City continually monitors Coastal Zone development activity under Program 2.6). Still others i combinations. For example, Program 1.4 Rental Monitoring requires the creation of an automat computer system (including collection and loading of data on existing development) as a one-til project, followed by setting up an ongoing program to update the data and create periodic reports Because of these differences, annual and cumulative progress is reported in several ways. Tablf (Summary of Progress on Programs), found below, summarizes the progress on all 51 programs for. current reporting period. Code letters in the right-hand colurnn of the table indicate the status of 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 295 new housing units which completed construction wil the City during the July 1994 - June 1995 reporting period. Of the new units, 235 were either for-! or custom-built single-family homes. Fifty eight condominiums were built, as were two "second uni No rental apartments completed construction. How affordable was this new housing? None of units were affordable to very low-income households, two units were affordable to low-incc households (the "second units"), and two units were affordable to moderate-income households. balance of the 295 units were affordable only to "other" households. Therefore, the City made 1 ... very limited progress towards its housing goals for the targeted income groups during this reporting period. (A summary table showing these and historical data is provided in the main report with Program 2.1 .I Appendix 2 provides information on all of the development projects which the City is currentlj 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 inclusionab housing requirements have been approved, and several hundred units were in construction during the reporting period, none completed construction. 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 OP CP C N PA - Ongoing Eonitoring program continues to be implemented. - Ongoing erogram, continues to be implemented. The indicated one-time project was completed erior to the current reporting period. The indicated one-time project was completed in the current reporting period. - Not implemented; No activity on this program during the current repofling period. - Progress was made, but additional work is needed to completely implement the program. For additional information about any individual program, please see the main report. iv Program 1 7.1 1.2 1.3 1.4 1.5 1.6 1.7 1.8 1.9 1.10 2 2.1 2.2 2.3 2.4 2.5 2.6 3 3.1 3.2 3.3a 3.3b 3.3c . 3.4a 3.4b 3.5 3.6a 3.6b 3.6~ 3.7a 3.7b I I ! I 1 I I I 1 ]I I I I I I I Table 1: Summary of Progress ori Programs Description Status i PRESERVATION Condo Conversions - Protect LowIModerate Mobile Home Parks - Implement Existing Ordinance OP OP Mobile Home Parks - Preserve Affordability PA Rental Stock Monitoring PA Rehabilitation - Monitoring Program OM Rehabilitation - Rental Loan Assistance PA RehabilitationlHousing Acquisition PA Rehabilitation - Incentives for Lower-Income OP Rehabilitation - Homeowners’ Program OP Neighborhood Improvement Program PA QUANTITY & DIVERSITY OF STOCK Regional Housing Need PA Flexible Development Standards OP Monitoring Developable Acreage OM Adaptive Re-Use Regulations PA Mixed-Use Regulations CP Coastal Development Monitoring OM SPECIAL NEEDSROWER & MOOERATE INCOME Farm Worker Housing OP Large-Family Housing CP Homeless - Facilitate Site Acquisition OP Homeless - Funding (CDBG, Other) OP City Referral Service - CDBG Funding OP Senior Housing - Amend Zone CodelCUP C Senior Housing - Low-Income Seniors PA Lower-Income Objectives PA CP CP CP Inclusionary - Lower-income in Master Plans lnclusionary - Lower-Income in Other Developments Cost of Affordable Housing - In-Lieu Fees Density Bonus Ordinance CP Alternative Housing Types (SRO, MLU, Farm Worker) PA vi I I I I I I I 1 I I 1 I I I I I I I I GOALS, OBJECTIVES, POLICIES, PROGRAMS [taken verbatim from the Housin Ele m e n t] The Goals, Objectives, Policies and Programs Section of this Element contains the actions the City ( Carlsbad will take to promote housing and shelter opportunities for all segments of the community. This section contains overall Goal statements, Objectives to meet those Goals, Policies on positions tP City may take to meet those Goals, and Programs which are action statements. There are six Goals stated in this Element. The Goals are articcilated as a general "end condition statc ment", which state a desired achievement. The Goals do not contain an action verb as they reflect final statement of what the City will hope to achieve. How the goal will be achieved is established v the subordinate objectives, policies and - importantly - action programs. Under each Goal there are several Objectives. Objectives are more specific achievements the city w strive for to obtain the more broad based Goal. Each Objective should address a particular outstandin housing need that is identified in the previous sections of the Element. Many objectives establis numerical targets to be achieved in action programs. Each Objective will contain one or more Programs that will describe an action necessary to achieve a Objective. The Programs are briefly described and are to be implemented over the five year period ( the Element. Many of the programs are studies that will take a comprehensive look at a certain aspec of housing and may follow through with a more specific program should the study indicate a plan ( action should be required. Due to complexities of certain subjects it is important to take a close loc at the impacts and implications that these programs may brinlg about. Under many Objectives, but not all, there are Policies. Policies are statements on position the Cil takes to implement an objective. Policies contained in the Housing Element are important statemen as they reflect the City's official position on a matter. Future development must be consistent wi these policies. Following each program are line items: FUNDING: indicates the source of funds to be used for each program. Where a funding sour1 indicates General Fund it is to mean that the program uses existing staff or resources and is funded I the General Fund. Some Funding source indicate the use of State, or Federal funds. Where the 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 mo than one agency is listed it is a joint or cooperative effort. The Housing Authority means the Ci Council authority over any housing program, the administration and actual staffing to be carried out I the Housing and Redevelopment Department. TARGET YEAR: indicates the time span for most of the programs, usually from 1991 until 199 Where only one date is indicated it means the fiscal year the program is scheduled to be implement1 or the study will take place. PROGRESS '94 - '95 [Added for the Annual Report]: indicates the progress which was made in t current reporting period, July 1, 1994 through June 30, 1995. May also give information on t cumulative progress which has been achieved during the current five-year cycle of this housing eleme (7/91 - 6/96). This text is in the special "box" format that surrounds this paragraph. 1 GOAL 1 (PRESERVATION) Carlsbad's existing housing stock preserved and rehabilitated with special attention to housing affordable to lower-income households OBJECTIVE 1.1 (CONDOMINIUM CONVERSION) Create a program to monitor 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. POLICY 1.1 Conversions to condominiums of existing? rental units which contain households of low and moderate income may not be approved unless findings can be made that; the units will remain affordable, and the City has met its need for affordable housing stock for lower and moderate income groups. 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 off the loss of these rental units from the City's housing stock to low and moderate income households. FUNDING: Condominium Conversion Fee LEAD AGENCY: Planning Dept. TARGET YEARS: 1992 PROGRESS '94-'95: Prior to the current reporting period, on May 21, 1993, the City's lnclusionary Housing Ordinance became effective. Among other things, the ordinance requires that at least 15 percent of the units in any new subdivision must be affordable to lower-income households. Section 21.85.030 of the ordinance specifically states that the fifteen percent requirement applies to "(5) Tentative maps for the conversion of apartments to air-space condominiums." While this provision does not restrict the conversion of apartments to condos, it does assure that a reasonable number of the units will be reserved for lower-income households, in keeping with the city's over-all policy of inclusionary housing. Condominium conversions are also addressed by the City's revised Density Bonus Ordinance, which also became effective on May 21, 1993. Where a density bonus is sought for a condominium conversion, as is permitted under state law, the City's ordinance stipulates that the conversion "...shall not result in a reduction of affordable housing stock for lower income groups, as of the most recent inventory" (Municipal Code Section: 21.86.090.(d)(5)). As part of the application for density bonuses the applicant must provide a report to the City regarding: the monthly incomes of all tenants, rents being charged, and vacancy information for the prior year. OBJECTIVE 1.2 (MOBILE HOME PARKS) Reduce or eliminate net loss of existing mobile home rental opportunities available to lower anc moderate income households. 2 1 I 1 I I In June 1994, City Council adopted a mandatory mobile home park rent control ordinanc The key provision established park rents based upon fair market rents. However, betwe the adoption date and the effective date of the ordinance, a petition referendum w assembled by opponents of the ordinance. In resporlse to this referendum drive, City Coun deferred the effective date of the ordinance and, instead, placed it as a ballot measL (Proposition F) for the November 1994 election. Carlsbad voters voted in favor of Propositi1 F, which called for the repeal of the City's mobilehome rent control ordinance. The City has continued to work with mobilehome residents. In 1994-95, the City was at to assist residents of the Lanakai Lane Mobilehome Fark to reach a long term rent accord w the property owners. This rent accord will help to stabilize rents and rent increases keepi in pace with fair market rents. The City is working with the residents of the Rancho Carlsb Mobilehome Park, who are trying to purchase their park. Also, the City's Section 8 Rental Assistance Program provides a local priority for very Ir income households residing in mobilehomes; this makes a rental subsidy available. PROGRAM 1.4 The City shall develop and implement a program in which it will periodically collect information on the factors affecting supply and demand of existing rental stock within the city. This information will be used 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. PROGRESS '94-'95: The City has designed a computerized database called RENTALS, for maintaining data on all rental units in the City, including rented single-family homes and condominiums. The database will keep information on the physical characteristics of the units, rents, and vacancy data for multiple years. This information will be used by the Section 8 and other City housing programs, and may eventually be made available to parties outside the City on an ad hoc basis. Prior to the current reporting period individual base records were created containing addresses and physical characteristics for some 6,000 potential rental site addresses. During 1994-1 995 staff continued work on the base records and initiated a renthacancy survey (involving voluntary participation) needed to complete the base records. A mail-out survey was conducted in September and October 1994. However, only about 20% of the property owners responded. Staff spent much of the balance of the year inputting the survey data into RENTALS and trying to find alternative sources of information for the properties whose owners chose not to participate in the survey. This work was still continuing at the end of the reporting period. Once the data are all obtained and entered into the database, staff plans to prepare a set of standard reports for the use of a variety OF parties. An electronic tie to the City's automated building permit system has yet to be developed to enable the automatic addition of new records to RENTALS as construction occurs. OBJECTIVE 1.5 (REHABILITATION) Identify and rehabilitate substandard and deteriorating housing. PROGRAM 1.5 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. Identified structures will be reported to the Housing and Redevelopment Dept. for assistance under the City's rehabilitation and assistance programs. FUNDING: CDBG funds, State and Federal Rehab. Loans, Private rehabilitation LEAD AGENCY: Progress '94-'95: On a complaint basis, the Building Department identifies residential structures which may be considered substandard or deteriorating housing through notification from the public of those residential structures presenting a health or safety hazard and/or inspection of properties. loans. Building Dept., Housing and Redevelopment Agency. TARGET YEARS: 1991-1996 4 1 1 1 I 1 PROGRESS '94-'95: In June 1994, City Council approved an amendment to the City's existing Resident Rehabilitation Program agreement with the Housing Authority of the County of San Diego also include administration of a rental rehabilitation pirogram on behalf of the City of Carlsba The City is developing the necessary administrative policies and procedures for tl implementation of the rental rehabilitation assistance program, including establishing criter for evaluating financial assistance. As funds become available, the City will provide, in accordance to the policies and procedur to be established, rehabilitation assistance to owners of residential rental properties maintain or improve their properties. The City will apply for state and/or federal funds implement this program on a project-specific basis. Those rental properties identified under the City's program to report and monitor substanda or deteriorating residential properties will be provided with information regarding resident rehabilitation assistance programs available and wiill be encouraged to participate in su programs. As feasible, assistance will be provided to rehabilitate rental properties. FUNDING: Redevelopment set-aside, CDBG funds, State and Federal loan LEAD AGENCY: programs, private sector loan programs. Housing and Redevelopment Dept. TARGET YEARS: 1991-1996 PROGRESS '94-'95: The City has determined that the most effective use of its resources is to leverage these resources with those of not-for-profit and other private residential developers for the acquisition and/or rehabilitation of affordable housing. The City continues to encourage and consult with not-for-profit and [other private organizations to acquire existing housing that is substandard, deteriorating, or in danger of being removed as potentially affordable housing for the purpose of rehabilitating and offering such housing as affordable to lower income households. To encourage the acquisition and rehabilitation of housing by not-for-profit and other private organizations, the City will provide some incentives, such as financial assistance. In 1994-95, the City met with property owners of one rental housing project in the Northwest Quadrant to evaluate the feasibility of rehabilitating the property for use as affordable housing for lower income households. The City will continue to evaluate residential properties for the feasibility of acquiring and rehabilitating such properties and will continue to encourage participation by private organizations in these activities. 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 rental 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: 1991-1996 PROGRESS '94-'95: This program will be implemented in conjunction with Housing Element Program 1.6 above. In addition to financial incentives to encourage owners of residential rental properties to rehabilitate their properties, the City intends to also offer other incentives, such as waiving or reducing planning or building fees and providing priority processing. The City has some resources and will seek others for rental rehabilitation projects and will continue to work with for-profit and non-profit organizations on identified opportunities. Those rental properties identified under the City's program to report and monitor substandard or deteriorating residential properties will be provided with information regarding an). residential rehabilitation assistance programs available and will be encouraged to participatc in such programs. 6 I I I I 1 PROGRESS '94-'95: The County of San Diego administers a Single Family Residential Rehabilitation Program ( behalf of the City of Carlsbad. The City offers below market rate interest loans, no intere deferred loans, a weatherization grant, and a grant for elderly or disabled persons rehabilitate eligible owner occupied single family homes. Participation is limited to low-incon homeowners. In 1994-95, the City provided residential rehabilitation assistance to one mobile home ar two single family homes. One single family home is currently being reviewed f environmental clearance and is in the funding process. As of May 1995, there are households on the interest list. For 1995-96, an additional $86,136 in 1 994-95 CDBG funds has been allocated for the Sing Family Residential Rehabilitation Program and will be available once an amendment to t Agreement with the County of San Diego is executed. It is estimated that the 1995- Residential Rehabilitation funds will be able to assist three to four home owners. FUNDING : LEAD AGENCY: CDBG funds, Redevelopment Set aside funds. Housing and Redevelopment Dept. TARGET YEARS: 1992-1 996 PROGRESS '94-'95: The City has initiated the process of developing a Specific Plan for the oldest and most heavily concentrated minority and low income neighborhood in Carlsbad, the "Barrio" area. The City is preparing a land use plan and design guidelines for the Barrio, with participation from area residents. It is expected that the Draft Specific Plan for the Barrio will be available for public review and comment by September 1995. In 1994-95, as part of a neighborhood improvement program far the Barrio area, City Council approved the use of Redevelopment Tax lncrernent funds for the beautification of a portion of Roosevelt Street between Carlsbad Village Drive and Oak Avenue. Beautification activities may include landscaping, sidewalk and street improvements, and street furniture. It is anticipated that work will not begin until 1996. For 1995-96, the City will continue to evaluate the need and feasibility to develop other neighborhood improvement programs or activities, such as housing rehabilitation and repair, infrastructure maintenance and repair, weed abatement, and abatement of code violations. In addition, the City will continue its efforts to reach out to the Barrio, to foster greater awareness of the needs and concerns of this area, and to encourage neighborhood pride and improvement. GOAL 2 (QUANTITY AND DIVERSITY OF HOUSING STOCK) New housing developed with a diversity of types, prices, tenures, densities and locations and in sufficient quantity to meet the demand of anticipated City and regional growth. OBJECTIVE 2.1 (REGIONAL HOUSING NEED) Allow development of sufficient new housing to meet Carlsbad's share of the total regional housing need, as identified in SANDAG's Regional Housing Needs Statement, 199 1 - 1996. Target: Approximately 6273 units. 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 City'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. PROGRESS '94-'95 Progress for the current period and cumulative progress to-date for the five-year Housing Element cycle are shown in the following table. a I I I I I I REGIONAL SHARE: DISTRIBUTION OF NWY COFlSTRUCTED HOUSING BY INCOME GROUP Reporting Period Current Cumlulative Cumulative Income Group are affordable to which units (711194 - 6/30/95) (7/93 - 6/95) (7191 - 6/95) Very Low 0 0 unknown Low 2 2 unknown 2 unknown Other 29 1 424 unknown Moderate 2 _- Total 295 429 973 I I i I I I I. I I In the 7/94 - 6/95 reporting period 295 new homes finished construction in Carlsbad. these, 235 were either for-sale or custom homes. IFifty eight condominiums were built, were two "second units" (tabulated with the single family units in the above table). No ren' apartments were built. The data in the above table provide a summary of the sales prices individual units which were collected from public records and field visits conducted durii July and August 1995. Rent information for the two "second units" was unavailable, ai it was understood that one of the two units was being used for a family member. Becau of the nature of second units, it is assumed that they are all affordable to low-incor families. The median price for a condominium was $229,900, with the mean number bedrooms = 3.1 7. The median price for a single-farnily home was $31 2,900, with the me number of bedrooms 3.84. Sales price and rent data are unavailable for the period prior to 7/93. Because of 1 prevailing tax laws, market conditions, and local costs of development during this period may be assumed, for the cumulative period 1991 - 1993, that a) few rental units were bu and b) few, if any, of the new units constructed during this period were affordable economic groups below "other". Appendix 1 to this report is a listing of the address, number of bedrooms, price i affordability of each new unit in the City during the reporting period, together with a t: setting out the qualifying prices for each of the income groups (adjusted for household si; Standards for affordable housing prices were defined collectively and adopted by jurisdictions of the San Diego Association of Governments in 1993. Revised HUD estima of median San Diego County iwome were used in the formulas to update prices and rents FY '94 - '95. In 1993 the City enacted a mandatory inclusionary housing ordinance and, subsequen several projects have been approved subject to these regulations. FY 1994-1995 . several hundred of these units begin construction, although none were completed before end of the reporting period. Appendix 2 provides information on development propo approved or pending before the City which arehvill be subject to the City's inclusioi housing program. OBJECTIVE 2.2 (DEVELOPMENT STANDARDS) Ensure that development and housing construction achieved through the use of modified codes and standards, that will reduce the cost of housing, will retain quality 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 City. FUNDING: CDBG Funds, Redevelopment Set-aside funds, General funds for administrative purposes only. LEAD AGENCY: Planning Dept., Engineering Dept., Building Dept. TARGET YEARS: 1991-1996 PROGRESS '94-'95: Prior to the current reporting period, in July of 1992, the City adopted Ordinance NS-207. This ordinance modified the City's existing Site Development Plan permit process (required for all multi-family projects) to authorize the City to exercise flexibility in reviewing special project designs for affordable housing on a case-by-case basis. Essentially, the change enables the City to deviate from its normally required development standards when such deviations are critical to the feasibility of a residential project which includes the mandatory lower-income-affordable units. Often the design flexibility is needed to accommodate increases in density which are sometimes granted to affordable housing projects. This ordinance has proven to be an important tool in implementation of the City's inclusionary housing ordinance. It has been used in numerous projects ireviewed during the reportinc period. OBJECTIVE 2.3 (DEVELOPABLE ACREAGE MONITORING) Ensure sufficient developable acreage in all residential densities to provide varied housing type! for households in all economic ranges. PROGRAM 2.3 The City will monitor the absorption of residential acreage in all densities and, if needec recommend and encourage the creation of additional residential acreage at densities sufficier to meet the City's housing need for current and future residents. Any such actions shall b undertaken only where consistent with the Growth Management Plan. FUNDING: Existing City Staff (General) LEAD AGENCY: Planning Dept. TARGET YEARS: 1991-1996 PROGRESS '94-'95: The City continues the development-monitoring program instituted in 1986 with adoption ( its Growth Management Program. Monthly status reports and an annual cumulative repc 10 I I I I I are produced by the Growth Management Section. These reports summarize land absorptior development activity, and capital improvement pacing. This program was initially proposed with the 1991 draft of the Housing Element. It wa intended to assure that sufficient higher density land would be available for affordabl housing. It is less important now in light of other changes which were made with the fin; Housing Element {adopted in November 1991) and follow-up amendments to the Land Us Element in April 1993. These changes authorize the City, in most of its undeveloped area! to grant density increases to lower-income housing projects over and above what is normall allowed by the density designations of the Land Use Element. The result is to increase tt- effective densities of most of the remaining vacant land of the City to whatever densities ai needed to support affordable housing projects. (Although density designations still exist fc "market-rate" housing) Therefore, the need to monitor remaining higher-density-designate land is less critical. The changes in the general plan, while enabling higher densities for affordable housing, als assure that the over-all number of units developed in the City will continue to conform to tt- build-out limits established by the City's Growth Management Program. * PROGRESS ‘94-‘95: During 1994, the Planning Department critically examined its existing codes in greater detail and concluded that its C-1 and C-2 (commercial) zones already allow the mixing of commercial land uses with residential uses, and the PM (industrial) zone allows consideration of residential projects by conditional use permit; while assuring health and safety concerns. No special Municipal Code changes are needed to enable mixed use developments. Type of Development Current Period Cumulative 7/94 - 6/95 7/93 - 6/95 New Construction Completions: I 1 I I Total new construction 172 21 7 Low Income 1 1 Moderate Income 0 0 Demolitionslconversions (units 1 1 lost) LowIMod. Replacements 0 0 Cumulative 7/91 - 6/95 344 ? ? ? 0 PROGRAM 3.1 The City shall work with and assist local community groups, social welfare 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 : LEAD AGENCY: Community Development Department. TARGET YEARS: State and Federal grants and loans. CDBG funds By first Quarter of 1992 - Meet with local farmers and advocates to refine the needs assessment of permanent and migrant farm workers, and aggressively pursue grant and siting possibilities. Continue efforts through 1996. PROGRESS '94-'95: The City has had initial discussions with a non-profit organization that is interested in constructing housing for farm workers. To date, an appropriate site has not yet been identified for the housing Through awards of Community Development Block Grant funds the City also continues to support the work of Catholic Charities of San Diego and the operation of its La Posada Guadalupe de Carlsbad emergency/temporary shelter for 50 homeless workers. The City's conditional use permit for this temporary facility was extended for an additional two years (Approved September 1994). OBJECTIVE 3.2 (LARGE FAMILY) Assure the development of an adequate number of housing units suitably sized to meet the needs of lower-income larger households POLICY 3.2 In those developments which are required to include 10 or more units affordable to lower- income households, at least IO percent of the lower income units should have 3 or more bedrooms. This policy does not pertain to lower-income senior housing projects. PROGRAM 3.2 Those housing projects entering into an agreement with the City to provide lower income housing shall be required to implement Policy 3.2 FUNDING: General Fund (administration only) LEAD AGENCY: Planning Dept. TARGET YEARS: 1991-1996 PROGRESS '94-'95: With the adoption of the City's lnclusionary Housing Ordinance in May of 1993, Policy 3.2 was codified: For projects required to provide at least ten units of inclusianary housing affordable to lower-income households, at least ten percent of these units must include three or more bedrooms. 14 1 I I I 4 I I I I I I I I I I I OBJECTIVE 3.3 IHOMELESS) Provide transitional shelters and assistance for the homelass. PROGRAM 3.3.a Carlsbad will continue to facilitate the acquisition, lfor lease or sale, of suitable sites foi transitional shelters for the homeless population. The City will also continue to assist loca non-profits and charitable organizations in securing state funding for the acquisition, construction and management of these shelters. FUNDING: LEAD AGENCY: Community Development Agency I Redevelopment Set aside funds;, CDBG funds TARGET YEARS: 1991-1996 PROGRESS '94-'95: Acknowledging that the homeless are not residents of any community in particular, Carlsbae along with the North County Coastal communities of Vista, Oceanside, Encinitas, and th County of San Diego, are considering adopting resolutions which will declare the City' intention to participate in a regional approach to meeting the needs of the North Count Coastal homeless population. In 1995 - 1996, Carlsbad will be evaluating the possibility c participating with other North County Coastal jurisdictions to provide shelter and othc assistance to the homeless in this region. However, there was no new activity on th program during the reporting period. Through awards of CDBG funds the City, however, continues to support the work of Cathol Charities of San Diego and the operation of its La Posada Guadalupe de Carlsbad emergenc shelter for 50 homeless workers. The City's conditional use permit for this temporary facili was extended for an additional two years (Approved September 1994). The City al provided CDBG funds to several non-profit organizations who shelter and other assistan to homeless person of Carlsbad. In addition to providing CDBG funds for homeless shelters and services, homeless persc applying for the City's Section 8 Rental Assistance Program are given a federal preferer and local priorities for being homeless and also if they are working with a social serv provider. The City also provided CDBG funds to several non-profit organization who can provr shelter and other assistance to homeless persons of Carlsbad. PROGRAM 3.3.b Continue to provide Federal Community Development Block Grant (CDBGI funds community, social welfare, not-for-profit and religious groups which provide services wi. the North County area. FUNDING: CDBG funds LEAD AGENCY: Housing And Redevelopment Dept. TARGET YEARS: 1991 -1 996 PROGRESS '94-'95: The City received $558,000 in Federal CDBG funds for 1994-95. Of the CDBG fl available to fund activities during 1994-95, $57,500 was awarded to five pri '2 organizations which provided shelter or other services to homeless persons, including wa I 15 1994 - 1995 CDBG FUND ALLOCATIONS FOR SHELTER SERVICES Project Description 50 bed shelter, located in Carlsbad, for days. Shelter, located in Oceanside, for days. 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. Provide services and assistance to homeless individuals, such as food, clothing, personal hygiene, and mailing address. Provides transitional housing and treatment for pregnant and parenting women dealing with substance abuse problems. Project Name/Organization La Posada de Guadalupe/ Catholic Charities homeless men. Maximum stay is 90 Good Samaritan House/ Catholic Charities homeless men. Maximum slay is 90 Homeless Prevention Program/ Community Resource Center Day Shelter/ Brother Benno Foundation Family Recovery Project/ EYE Counseling and Crisis Services TOTAL Amount of Funding $10,000 $7,500 $10,000 $5,000 $25,000 $57,500 I I I This telephone line provides free comprehensive information and referrals for problems wit shelter, domestic violence, substance abuse, food stamps, veteran benefits, disable services, etc. The pamphlet also lists the organizations and their telephone numbers whic provide food, clothing, shelter, 24 hour help and other information. Locally, the Communit Solutions Taskforce of Carlsbad provides a pocket size resource directory listin organizations that provide food, clothing, shelter, transportation, jobs/education, youth/senic activities, counseling and other information. These resource directories are distributed t various businesses, government facilities, churches, and social service agencies in Carlsbac Additionally, the Community Resource Center continues to offer information and referri services, as well as emergency assistance, to persons who are homeless or who ar suffering from difficult economic situations, which rnay result in homelessness. I I I I I I PROGRESS '94-'9 5: This program was implemented prior to the current reporting period. Amendments to the Municipal Code sections on senior housing were adopted by City Counc on April 19, 1994. The amendments: a) brought the City's code into compliance with stal law with regard to age restrictions, density bonus requirements, and building codes; t established special senior-oriented criteria for project location, project design (recreatior dining facilities, health services, etc), and amenities for individual units; c) eliminated th requirement for a conditional use permit, substituting instead a requirement for a si1 development plan and d) established a requirement for operators of new senior projects t provide an annual report to the City providing evidence that project residents conform to th adopted age standards. Since the new ordinance went into effect in 1994 rio new senior projects have been buil and, therefore, no annual age-monitoring reports have been required. The following tab1 lists the senior projects in the City which were authorized by Conditional Use Permit prior 1 the new ordinance's adoption. Project Name Tyler Street Apts. O'Gara Apartments Villas de Carlsbad Ayers Senior Center Jefferson House I Jefferson House II St. Francis Court Location CU P/SUP Units Monitoring Required By The Permit 3363 Tyler CUP217 75 Annual review by Planning 987 Chinquapin CUP220 37 Annual review by Planning 1088 Laguna Dr. CUP 255 91 Annual review by Planning CUP255A 34 El Camino Real/ CUP 88-21 (A) 173 (Not yet built1 Alga Rd. Extens. pending 3090 Jefferson RP/CUP 82-3 48 None st. 2848 Jefferson RP/86-3 57 None St. 670 Laguna Dr. CUP 90-1 5 84 Annual review by Planning I I I This program was implemented prior to the current reporting period. On May 21, 1993 the City's lnclusionary Housing Ordinance became effective. The ordinal implements programs 3.6a and 3.6b (below), by requiring that 15 percent of the hous produced in all master plans, specific plans, and subdivisions shall be reserved for i affordable to lower-income households. During the reporting period, the City continued to work with the developers of land subj to master plans and specific plans to develop the land use and financing strategies necess to bring their existing and new master plans into conformance with the requirements of ordinance. - PROGRESS '94-'95: This program was implemented prior to the current reporting period. On May 21, 1993 the City's lnclusionary Housing Ordinance became effective. The ordinancc implements programs 3.6b and 3.6a (above), by requiring that 15 percent of the housins produced in all master plans, specific plans, and subdivisions shall be reserved for anc affordable to lower-income households. During the reporting period, the City approved several subdivisions which are subject to th new requirements. Also, during the reporting period construction on several hundred unit was started, however none were completed before the end of the period. Please se Appendix 2 to this report for a list of projects (approved and pending). I 1 PROGRESS '94-'95: This program was completed prior to the current reporting period. An amendment to the City's Municipal Code, bringing the City's Density Bonus program i full compliance with the requirements of state law and integrating it with the Cit lnclusionary Housing Ordinance, became effective on April 20, 1993. PROGRESS '94-'95: Important progress was made on this program during previous reporting periods. However, the program remains uncompleted. A major revision to the City's Second Dwelling Unit Ordinance became effective on 6/21 /94. The ordinance provides much greater flexibility for developers and existing homeowners wishing to make use of this housing concept. Of particular importance is the new ability oi developers to incorporate rentable second dwelling units of up to 640 square feet in new single-family subdivisions. This option is proving to be of interest to developers as a tool to meet a portion of their 15 percent inclusionary housing requirements. During the '94 - '95 period two second units were constructed using the new ordinance. On April 3, 1994, the City Planning Commission recommended an ordinance to the City Council to enable the development of "Managed Living Units". Under the proposed ordinance, Managed Living Units would be a variation on state law-enabled "efficiency units", that is, a housing product combining characteristics of Single Room Occupancy Hotels and studio apartments. If the ordinance were approved, they would be permitted by Conditional Use Permit in areas of the City zoned for hotels and would be defined to be a commercial land use However, as of the end of the reporting period, the Council had not taken up the proposal. POLICY 3.7.b Approvals and development of alternative housing types such as managed living units, transitional shelters, and migrant farm worker housing are contingent upon meeting the City '! required lower income and special housing needs. Alternative housing types and thei approvals may be denied should the finding be made that the project is not needed to mee the special or ?ow-income 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 Housinc and Redevelopment Department, will institute a New Housing Production Program that wil create new units of housing affordable to households of low and very low income. Thf Housing and Redevelopment Dept. will work with private for-profit and especially not-for-profi. developers. The program will use local funds from CDBG, redevelopment set-aside funds anc other city originated funds and leverage them against State, Federal and private low interea funds to create these housing opportunities. Target: Approximately 200 new units. Of thesc 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. PROGRESS '94-'95: In 1994-95, construction began on a 344 unit apartment project, with 241 (70%) of the unit: affordable to very low-income households (at 50 percent of the median family income) anc 103 (30%) of the units affordable to low-income households (at 60 percent of the medial family income). This apartment project, La Terraza, was a publidprivate partnership, with i not-for-profit and private residential developer assuming the role as the primary provider o housing. City assistance was provided in the form of: a) purchasing land and leasing it to thc developer at a nominal fee, and b) a loan to assist with construction costs off the project. Construction of La Terraza will be completed by the Fall of 1995. A leasing office has beel 22 I I I I I 8 I I I I 1 I I I I I I open since July 1995 and qualification worksheets for interested renters are being acceptec The City has also been working with another developer of a 138 unit apartment project. P units will be affordable to very low-income households at 50 percent of the median fami income. Lower-income families will be the focus of Laurel Tree apartments, with 46 thrc bedroom units and 14 four bedroom units. A Site Development Plan (SDP) for the project has bleen submitted and will be scheduled f Planning Commission review in September 1995 and City Council review in October 199 The City has committed $500,000 in Redevelopment Set-Aside funds to the Laurel Trc project contingent upon receipt of HOME funds. POLICY 3.7.c Of the total units developed under the Housing Authority New Construction Programs, li units will be affordable to households of very-low income. FUNDING : LEAD AGENCY: TARGET: Local, CDBG, Redevelopment set-aside funds, State and Federal lo and grant funds. Private funding from various sources. Housing and Redevelopment Dept.. Approximately 200 new units. Of these new units, 100 units will affordable to very low income households. PROGRESS ‘94-’95: In 1994-95, construction began on a 344 unit apartrnent project, with 241 (70%) of the ur affordable to very low-income households (at 50 percent of the median family income) i 103 (30%) of the units affordable to low-income households (at 60 percent of the med family income). This apartment project, La Terraza, was a public/private partnership, wit not-for-profit and private residential developer assuming the role as the primary provide1 housing. City assistance was provided in the form of: a) purchasing land and leasing it to developer at a nominal fee, and b) a loan to assist with construction costs of the project Construction of La Terraza will be completed by the Fall of 1995. A leasing office has bi open since July 1995 and qualification worksheets for interested renters are being accepl The City has also been working with another developer of a 138 unit apartment project. units will be affordable to very low-income households at 50 percent of the median fai income. Lower-income families will be the focus of Laurel Tree apartments, with 46 tl bedroom units and 14 four bedroom units. A Site Development Plan (SDP) for the project has been submitted and will be schedule6 Planning Commission review in September 1995 and City Council review in October 1 $ The City has committed $500,000 in Redeveloprnent Set-Aside funds to the Laurel - project contingent upon receipt of HOME funds. PROGRAM 3.7.d (SECTION 81 Continue the City‘s Section 8 program to provide additional assisted housing opportunitii the Housing Element Period 1991 -1 996. Target: Approximately 100 additional househc FUNDING: Federal Section 8 funding. LEAD AGENCY: Housing and Redevelopment Dept. I TARGET YEARS: 1991-1996 I 23 PROGRESS '94-'95: In 1994-95, the City was unsuccessful in its application to HUD for additional Section 8 certificates/vouchers. The City has a total of 503 Section 8 certificates/vouchers available to provide rental assistance to very low-income households. POLICY 3.7.e Public Facilities Fees (PFF) may be waived for lower income housing projects pursuant to City Council Policy 17.5.e., which states in part: The City CounciJ may grant an exception for s low cost housing project where the City Council finds such a project consistent with th6 Housing Element of the General Plan and that such an exceprion is necessary. Jn approvim an exception for low cost housing the City Council may attach conditions, including limitation on rent or income levels of tenants. If the City Council finds a project is not being operatec as a low cost housing project in accordance with all applicable conditions, the fee, whicl would otherwise be imposed by this chapter, shall immediately become due and payable. PROGRAM 3.7.e (FEE WAIVER) Implement City Council Policy number 17 under which public facility fee would be waived fo lower income housing projects. Developments for which Public Facility Fees are waived mal 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 PROGRESS '94-'95: As allowed by City Council Policy Number 17, housing projects, which provide dwelling unit affordable to lower income households may be exempted from the payment of the City' Public Facilities Fees, where the City determines that such exemption is necessary for th financial feasibility of such a project. Prior to the current reporting period, the City Counc approved La Terraza, a 344 unit affordable housing project, which the City found to b exempt from the requirement to pay the PFF, per City Council Policy 17.5.e. In 1995-96 th City anticipates that the Laurel Tree Apartment project, a 138 unit affordable housing projec will request exemption from the payment of the City's Public Facilities Fees. PROGRAM 3.7.f (PRIORITY PROCESSING) Implement priority processing for lower-income development projects. The priority processin would include an accelerated plan-check process. The priority processing would be limited ' 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 PROGRESS '94-'95: This program has been implemented, but continues to evolve. Prior Reporting Periods. Prior to the current reporting period the City established a nE procedure for the processing of residential projects. Preliminary consultation with key seni City staff of several departments enabled issues and problems to be defined and resolved ea1 24 (I I i I 8 I II I in the process. Importantly, this consultation enabled staff and the developer to negotiate ai requested project incentives (density bonuses, financial incentives, deviations in developme standards, project design concepts, etc). Once a project was submitted to the City for revie and approval, it was assigned to an interdepartmental team to be expedited though ti approval and hearing process. The City used a "fast track" processing system and "team" approach to quickly gain appro of the discretionary permit applications required for a lower income affordable housing projf known as La Terraza. A complete application was submitted to the City of Carlsbad August 23, 1993 and the project was approved by the City Council on October 26, 19s Also, on October 26, 1993, the City agreed to purchase property for the project through 1 use of Redevelopment Low and Moderate Income Housing Funds on an interim basis a federal Community Development Block Grant Funds on an interim basis and fede Community Development Block Grant Funds on a long term financing basis. Escrow on 1 property closed on November 15, 1993. This "fast track" processing assisted BRIDGE, 1 non-profit organization, in their efforts to submit an application for Low Income Housing 7 Credits by April 15, 1994. '94 - '95 Reporting Period During the '94-'95 reporting period the Community Developm Department (the collective Engineering, Planning, Building, and Housing/Redevelopm Departments) began a systematic, long-term and comprehensive evaluation of the en organization, including its mission, goals, programs,. and procedures. From this effort, mi changes are expected that will increase the effectiveness and efficiency by which the ( processes all development proposals. One particular area undergoing evaluation is the fi track process for affordable housing. This effort is (continuing into the 1995 -1 996 reporl period. percent density bonus, up to 29 dwelling units per acre. PROGRAM 3.7.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 (SOP) or Affordable Housing Overlay Zone. FUNDING : LEAD AGENCY: Planning Department TARGET YEARS: 1992 General Fund (administration only) PROGRESS '94-'95: This program has been implemented. On April 13, 1993, prior to the current reporting period, the City Council adopted amendments to the Land Use Element of the General Plan. These amendments included the addition ol language which implements Policy 3.7 (above). The mechanism to grant additional density is a Site Development Plan, during the approval of which the City conducts a review of certair defined location and compatibility criteria. These changes were re-affirmed by the City Council in October 1994 during its hearings on the comprehensive revision of the City': General Plan. These density provisions are separate from, but complement the City'. ordinance implementing state density bonus law. Via these changes those residential projects which will meet their lower-income housin! obligations on-site may request the use of a variety of City-provided tools and incentives tc help make feasible the financial needs or site design of their projects. Among others, thesc tools include increased project densities and (where necessary) design flexibility to assure th additional density can be accommodated on the site. PROGRAM 3.7.j The City shall implement, through new ordinances, Housing Programs 2.2 (Developmer Standards), 3.6.a (Inclusionary), 3.7.a (Density Bonus) and 3.7.b (Alternative Housing) by th end of 1992. FUNDING: Existing staff (General Fund) LEAD AGENCY: Planning Department TARGET YEAR: End of 1992. PROGRESS '94-'95: This program has been completed. As has been reported above under their individual program descriptions, all of the ordinances have been adopted, either prior to or within the current reporting period. OBJECTIVE 3.8 (GROWTH MANAGEMENT) Ensure that incentive programs, such as density bonus programs and new development progran are compatible and consistent with the City's Growth Management Ordinance. 26 1 i I Prior to the reporting period, accounting mechanisms for the Excess Unit Bank were devel and put into practice. The number of excess units, available in each of the four quadran the City was determined. Now, both deposits and withdrawals of excess units are being r to the quadrant accounts as a function of development approvals. During the ‘9L reporting period, withdrawals for projects providing lower-income housing were given priority, in keeping with Council Policy 43. 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 (i.e., 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: 1991-1996 PROGRESS '94-'95: In May 1 994, City Council approved Carlsbad's 1 995-99 federally-mandated Consolidated Plan submission. The purpose of the Consolidated Plan is to provide the City with: 1) a comprehensive assessment of housing needs over a five year period, 2) a coordinated housing development plan incorporating Federal, State, and local public and private resources; and 31 an annually-updated implementation plan with provisions for monitoring by HUD. Through the Consolidated Plan, the City has established its priorities for providing affordablt housing opportunities and for the focus of its investments of available resources among tht differing lower income groups, as well as types of households Le., elderly, large, small, an( other households). The priorities established by the Consolidated Plan emerged from man! considerations, among them the City's analysis of its housing stock and market conditions its analysis of the relative housing needs of its lower income households, and its assessmen of the resources that are likely to be available. The Consolidated Plan fulfills Program 3.9. OBJECTIVE 3.10 (MODERATE INCOME) Provide a range of new housing opportunities affordable to moderate-income households in all area 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 minimum of 200 new units affordable to first-time home buyers of moderate income througi a City-funded mortgage revenue bond program. The program will be limited to first-time hom buyers who rent or work in Carlsbad. FUNDING: Mortgage Revenue Bonds LEAD AGENCY: Housing and Redevelopment Dept., Finance Dept. TARGET YEARS: 1992-1 996 PROGRESS '9 1 -'94: The City is committed to supporting, encouraging and assisting not-for-profit and other prival organizations to construct housing affordable PO lower income and moderate income first tim home buyers. The City will use its available resources to assist private developers in providir such affordable housing opportunities. The City has determined that it is currently not able to pursue the issuance of City- issut 28 I I PROGRESS '94-'95: The City Council adopted policy 3.10 with the Housing Element in 1992 and again wit1 comprehensive update to the City's General Plan in October 1994. However, during hear in April 1993 on the then proposed lnclusionary Housing Ordinance, the City Council del the five-percent moderate-income requirement in the ordinance. The result is that the Cir at this time, relying on the free market to provide moderate income housing. OBJECTIVE 3.1 1 (SMALLER, MORE AFFORDABLE HOUSING) Reduce the size of housing, thereby reducing costs and increasing affordability. POLICY 3.1 1 Residential subdivisions may be approved with lots smaller than required in the underlying zone, but only when the size of the structures is reduced so as to yield less costly houses. The City will consider alternative measures, including, but not limited to, height limits, lot coverage limits, and maximum floor area ratios as the means to control the sire of structures 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 currently provides, so as to reduce development and construction costs. Smaller homes ai lower costs would create housing more affordable to moderate income households. The study will present findings together with recommendations on: minimum sizes for permittea substandard lots, the appropriate floor areas for associated houses; and the applicability 01 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) FUNDING: General Fund(administrati0n only) LEAD AGENCY: Planning Dept. TARGET YEARS: 1991-1996 PROGRESS '94-'95: Prior to the current reporting period the City performed economic studies on the costs o developing affordable housing within the City. The original study, conducted in the summe of 1991, was entitled: Economics of DeveloDinQ Affordable Housinq. This study was update( in 1993. Among many other things, the study analyzed the roles of unit density and lanc costs and their impact to the over-all cost of housing affordable to both lower- and moderate income households. This study implements the call by Program 3.1 1 for a study of tht relationships between lot sizes, housing sizes and costs. The City's existing regulations (both zoning and planned residential developments) authorizt the use of small-lot subdivisions. Together with expanded opportunities for density bonuses the City believes that this program has been completed without the creation of additiona special regulations. OBJECTIVE 3.12 (LAND BANKING) Provide adequate land for low income and moderate housing development throughout the city. PROGRAM 3.1 2 The City will implement a land banking program under which it would acquire land suitable fo development of housing affordable to lower and moderate income households. The proposec 30 I I I I I 1 I i I I I I I I I I I I I Land Bank will accept contributions of land in-lieu of housing production required under i inclusionary requirement, surplus land from City, County, State or Federal governments, ar land otherwise acquired by the City for its housing programs. This land would be used reduce the land costs of producing lower and moderate income housing developed undertakr by the City or other parties. FUNDING: LEAD AGENCY: TARGET YEARS: 1992 CDBG, Redevelopment Set aside funds, General Funds (admin only) Planning Dept., Housing and Redevelopment Dept. PROGRESS '94-'95: The City is committed to assisting not-for-profit arid other private developers to constr' housing affordable to lower income households. When necessary, the City will pursue acquisition of property for the purpose of retaining ownership of the property and leasini to residential developers for a nominal fee to help reduce the development costs of provid affordable housing to lower income households. Competing priorities for the City's limited housing funds resulted in no progress on 1 program during the '94 -'95 reporting period in terrns of acquisition of land by the City. contributions of land in-lieu of housing production were accepted. OBJECTIVE 3.13 (COMMUNITY REINVESTMENT ACT) Monitor the lending practices of local lending institutions for compliance under the Commu Reinvestment Act to evaluate lending activities and goals towards meeting the communities cr needs. POLICY 3.13 The City will annually evaluate its banking practices with local and regional lending institut based on CRA lending reports. The City will reevaluate its relationship with lending institut that are substantially deficient in their CRA ratings. PROGRAM 3.13 The Housing and Redevelopment Dept., in conjunction with the Finance Department an( City Treasurer will monitor and evaluate local lending institution's compliance with the C. Lending institutions which are deficient in meeting C.R.A. lending responsibilities in areas as multi-family construction and lending for affordable housing will be identified. The Cit! explore means to encourage greater lending activities in Carlsbad. FUNDING: CDBG fund, Redevelopment Set-aside funds LEAD AGENCY: Housing and Redevelopment Dept., Finance Dept., City Treasurer TARGET YEARS: 1991-1996 PROGRESS '94-'9 5: During the reporting period Housing and Redevelopment Department staff members met financial institutions interested in fulfilling their C.R.A. obligations by possibly providing I family construction loans for affordable residential developments. A major success story in this area is realized in an affordable housing project, La Tei under construction in Carlsbad. Construction financing was committed to the project by Fargo Bank as one of the first affordable housing loans made under an historic new fina program referred to as the World/Bridge initiative. This initiative brought together BR 31 World Savings and Loan, the California Public Employees Retirement System, the California State Teachers Retirement System, Wells Fargo Bank, Bank of America, and the Ford Foundation to create a construction lending pool of $340 million for affordable housing. Additionally, Great Western Bank has provided La Terraza with its permanent financing. Developers of a 138 unit affordable housing project, Laurel Tree Apartments, have also received a pre-development loan and a commitment from Bank of America for the permanent financing of the project. In 1 995-96, Housing and Redevelopment Department staff will continue to contact local lending institutions for possible participation with the City in providing lending programs for lower and moderate-income first time homebuyers. In addition, as part of the City’s requirement to conduct a fair housing assessment of the community, the City may review the lending practices of local lending institutions. OBJECTIVE 3.14 (HOUSING TRUST FUND) The City will create a Housing Trust fund to facilitate the construction and rehabilitation 01 affordable housing. PROGRAM 3.14 The City will create a Housing Trust Fund for the fiduciary administration of monies dedicatec to the development, preservation and rehabilitation of housing in Carlsbad. The Trust Fund wil be the repository of all collected in-lieu fees, CDBG and tax-increment funds targeted fol 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 CDBC funds, local, state and federal funds. Housing and Redevelopment Dept., Finance Dept. PROGRESS ’94-’95: The City’s Housing Trust Fund does not consist of a singular repository for all fees or othe funds collected for the purpose of providing affordable housing. Separate accounts for eacl source of funding have been and will continue to be established because of a) the need tc adequately monitor the receipt and expenditure of funds, and b) the regulatory requirement: of some fund sources, such as Federal CDBG funds and other funds. Separate accounts have been established as the repository of these collected Impact andk ln-Lieu Fees. As of 8/01 /95, no lnclusionary Housing In-Lieu Fees have been collected by th City. In contrast, the Housing Impact Fee account contained $81 4,207 (including earne interest and less portfolio management fees). In addition, the City has existing accounts for CDBG funds to be used for the acquisition c real property for affordable housing and for the rehabilitation of homes owned and occupie by lower income households. Additional accounts will be established as additional revenue sources are identified and fune from these sources are collected. 32 I I I I I I I I I I I I I I I I I OBJECTIVE: 3.1 5 (HOUSING ELEMENT/ANNUAL REPORT) Ensure that the Housing Element retains its viability and usefulness through annual amendmen review and monitoring. PROGRAM 3.15 To retain the Housing Element as a viable policy document, the Planning Dept. will underta an annual review of the Housing Element and schedule an amendment if required. Staff v also develop a monitoring program and report to the City Council annually on the progress a effectiveness of the housing programs. This monitoring program will be in conjunction w new State of California requirements regarding annlual reports. FUNDING: General Fund LEAD AGENCY: Planning Dept. TARGET YEARS: 1991-1996 PROGRESS '94-'95 : This document constitutes the 1994 - 1995 annual IHousing Element report called for by bl state law and Program 3.15. Recent changes to state law (in particular Governmeiit Code Section 65400) have clarified i made more specific the requirements of the annual Housing Element report. This report was prepared cooperatively by staff of the Housing and Redevelopm Department and the Planning Department. It incoriDorates the changes to state law and adopted standards and definitions of HUD, the state of California, and the Housing Elem Advisory Committee, a group formed in 1994 which consists of elected officials, build1 bankers, and housing advocates which operates under the auspices of the San Dil Association of Governments. GOAL 4 (HOUSING, JOBS, WORK FORCE BALANCE) Maintenance of a high quality of life and a strong local economy through a balance of residential non-residential development, in particular, a balance of the skills desired and wages offered by I( employers; the skills and education possessed, and wages earned by the local work force; and the c of local housing. OBJECTIVE 4.1 (HOUSING IMPACT FEE) Achieve a balance between 1) the numbers of local jobs created relative to the availabilit) housing, and 2) the cost of housing relative the wages that are offered. 1 PROGRAM 4.1 The City will study the impact of commercial and industrial development on housing demi and the ability of local employees to afford local housing. Where adverse impacts identified, mitigation measures will be considered to reduce the impact. These measures will include, but are not limited to, the requirement for commercial industrial developers and employers to contribute an in-lieu fee towards the productio affordable housing and employer assistance to finance affordable housing for their employ I FUNDING: CDBG funds., General Fund (administration only) 33 LEAD AGENCY: Planning Dept. TARGET YEARS: 1992 PROGRESS '94-'95: I During late 1993 and the first half of 1994 City staff prepared a study entitled: Economic Nexus Analvsis/Housina Linkaae Fee - Non-Residential Develooment. This study examined the relationship between the construction of new, non-residential buildings and the demand for additional housing affordable to lower-income households. The study found that each of six types of analyzed non-residential buildings created new demands for low-income affordable housing and it quantified that demand for each building-type. The study then quantified the "gap" that exists between what a lower-income family can afford to pay for housing and the actual construction costs for multi-family apartment and condo housing in Carlsbad. The report then calculated a theoretical maximum "justified pure nexus housing impact fee" that might be chargea for new construction on each of the six types of non-residential buildings. The study concluded with a discussion of a range of alternative approaches to fees which would be lower than the theoretical maximum "pure nexus" fee. Although the study was completed within the 1993 - 1994 reporting period, the City Council has deferred taking up the matter for discussion. When the Council does take up the matter, possible responses to the study will be for the Council to: accept and file the study, direct thal an ordinance be prepared to create a non-residential housing impact fee (incorporating any number of possible "pure nexus" or alternative fees), or to direct that additional study be undertaken to further refine the concept of a non-residential linkage fee or its implementation 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. PROGRAM 5.1 The City will continue to implement energy conservation measures in new housinl development through State Building Code, Title 24 regulations, and solar orientation of majc subdivisions through Title 20., Chapter 17 of the Municipal Code. FUNDING: Private funding LEAD AGENCY: Community Development Dept. TARGET YEARS: 1991-1996 PROGRESS '94-'95: The City has continued to implement all California Title 24 energy conservation standards an requirements. OBJECTIVE 5.2 (WATER CONSERVATION) Promote resource conservation including water conservation in new housing development. 34 I I I PROGRESS '94-'95: The City has contracted with Heartland Human Relations and Fair Housing Association : 1989 to provide a fair housing education and counseling program. Heartland continui disseminate information and educate the public, as well as City staff, regarding compli with fair housing laws. In 1994-95, Heartland participated in several seminars in the North County area. Hear also participated in both the San Diego Homesellers/Homebuyers Fair and the San I Apartment Association's rental housing education conference and expo. Fair ho > information was dispensed at all seminars and exhibitions. In November and December 1994, a Fair Housing Survey was distributed to a random sample of 2,000 Carlsbad residents. The purpose of the survey is to provide residents with information regarding fair housing laws and to determine the level of perceived housing discrimination within the community. The results showed that very few Carlsbad residents perceived there to be impediments to fair housing choice. A more detailed assessment of impediments to fair housing choice within the community will be undertaken in 1995-96. I 1 I I I I 4 I 1 I I 4 I I I I I I Appendix I Carlsbad Housing Prices 7/94 - 6/95 Including Definitions of Affordable Housing Prices I I I I I I 1 1 I I I I I I I I I I I Definitions of Affordable Housing Prices FY 94-95 Market-Rate Hlousing Rental Units. In this reporting period, no market-rate rental units were built in the City. Therefore definitions of affordability are not provided. For-Sale Units. Following is a definition of affordable prices for new for-sale 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 thc California Department of Housing and Community Development in 1993 and approved by both bodie! for use in determining to what income groups newly constructed, market-rate housing is affordable For F.Y. 1994-1 995 input parameters to the definition were updated to reflect current H.U.D. estimate: of median income for San Diego County. Otherwise the definition is unchanged. Definition Affordable Sales Price = 3.0 x Annual Income for Class, Adjusted For Household Size. This methodology provides a benchmark from which general affordability may be inferred. Actualli many factors help determine if a home purchase is affordable to a given family. These factors includt the individual family's actual income, the mortgage interest rate, down payment, loan origination fee: utility allowance, mortgage insurance requirements, homeown,ers' association fees, etc. Affordable Prices, bv Household Size Level of No. of Affordable Sales Prices Income Bedrooms f=Y '93 - '94 FY '94 - '95 Very Very Low Studio $27,675 $28,620 1 31,590 32,670 2 39,510 40,860 I 5 NIA 60,480 Very Low Studio $46,125 $47,700 1 52,650 54,450 3 76,350 78,975 4 86,925 89,925 100,800 5 N /A Low Studio $73,800 $76,320 1 84,240 87,120 2 105,360 108,960 126,360 3 122,160 4 139,080 143,880 5 N/A 161,280 Moderate Studio $1 10,700 $1 14.480 130,680 1 126,360 2 158,040 163.440 189,540 3 183,240 4 208,620 21 5,820 5 NIA 241,920 3 45.8 10 47,385 4 52,155 53,955 2 65,850 68,100 AI -1 New Construction Data - Condominiums Sales Prices 6/94 - 7/95 A1 -2 I l I 1 I i I I I 1 1 I I I 1 I I I I New Construction Data - Condominiums Sales Prices 6/94 - 7/95 Condo Sum = 184 $1 3.496.1 64 Condo Mean = 3.17 $232,692 Condo Median = $229,900 AI -3 New Construction Data - Single Family Units Prices (For-Sale or Custom Home) 6/94 - 7/95 A1 -4 I D I I I I (I 1 D D I 1 I D I 1 I I I New Construction Data - Single Family Units Prices (For-Ssle or Custom Home) 6/94 - 7/95 A1 -5 New Construction Data - Single Family Units Prices (For-Ssle or Custom Homel 6/94 - 7/95 A1 -6 I I i I I I I 1 m I 1 I I I I I I I 1 I New Construction Data - Single Family Units Prices (For-Sale or Custom Home) 6/94 - 7/95 AI -7 ~~- ~ S FD 73 15 Black Swan Place 4 $402.9 15 Davidson Coscan Other SFD 141 7 Branta Avenue 4 $403,900 Davidson Coscan Other SFD 14 15 Branta Avenue 4 $405,116 Davialson Coscan Other SFD 6990 Zebrina Place 4 $405,990 Sen Juan Group Other SFD 731 7 Black Swan Pface 5 $414.900 Deviclson Coscen Other SFD 7307 Black Swan Place 4 $41 8.900 Davidson Coscan Other c Data Source San Juan Group Davidson Coscan Davidson Coscan Davidson Coscan MetroScan Davidson Coscan Davidson Coscan Davidson Coscan MetroScan MetroScan I I I Affordable I Other Other Other Other Other Other Other Other Other Other 1 I 1 1 I I I 1 I I I 1 1 I 8 I I I Appendix 2 I Affordable Housing Projects City of Carlsbad I 1 II I 1 I I 1 1 2E rn I q r I c: I i 1 i I u I I 2 z 9: 8= GS 2 c. 0 Q, n m C u) 3 0 0 W .- 00 .ti C 3 (0 1c- 0: 0 u, m .- +- 0 I 1 I I I 1 I I I B 1 1 I i I I 8 I 1 .- h Q) C E m a c 111 1 2 3 4 5 6 7 8 9 El: 10 11 12 13 APPROVED PROJEcrs IDESCRIPTION 9 townhomes for lower income households (for sale) 76 unit senior housing project for lower income household! (rental) 344 units for lower income households (rental) 23 condo units affordable to lower income households (for 63 units affordable to lower income households (rental) 176 units affordable to lower income households (rental) 90 units affordable to lower income households (rental) 24 condo units affordable to lower income households (for sale); has choice to pay fee. 116 units for lower income households. Calavexa Hills - Village L1 (NE) St.FrancisCourt(NW) LaTerrazaFroject(Sw) costaDosol(sw) SambiPmjea(SW) Mariner'sPoint(SW) poi!aores(sw) pOinSettiaHills(Sw) Rancho Carrill0 - Village F (SE) PROPOSED PRO3ECTS ID-ON 138 unit affordable to low and moderate income household: (rental) SO units required to be affordable to lower income househo no plan yet 54 units for lower income households; no plan yet 16 units for lower income households (rental, maybe for-sa LaurelTreeApts(SW) Green Valley Master Plan (SW) Ranchocarrill0 (SE) ChanBluff(SW) CARLSBAD CITY COUNCIL Claude A. Lewis - Mayor Julianne Nygaard - Mayor Pro Tem Ramona Finnila Matt Hall Ann Kulchin Ray Patchett - City Manager Martin Orenyak - Community Development Director Kev Staff involved in ReDort Preparation Michael J. Holzmiller - Planning Director Dennis A. Turner - Principal Planner Bobbie Hoder - Senior Management Analyst Kristina Ryge - Office Specialist {acting) Evan Becker - Housing and Redevelopment Director Debbie Fountain - Senior Management Analyst Leilani Hines - Management Analyst Contact Person Dennis A. Turner 2075 Las Palmas Dr. Carlsbad, CA 92009 Phone : (619) 438-1161 x4443 Fax : (619) 438-0894 I 1 I I I I I 1 1 I I I 1 I CARLSBAD CITY COUNCIL Claude A. Lewis - Mayor Julianne Nygaard - Mayor Pro Tem Ramona Finnila Matt Hall Ann Kulchin Ray Patchett - City Manager Martin Orenyak - Community Development Director Key Staff Involved in ReDort PreDaration Michael J. Holzmiller - Planning Director Dennis A. Turner - Principal Planner Bobbie Hoder - Senior Management Analyst Kristina Ryge - Office Specialist (acting) Evan Becker - Housing and Redevelopment Director Debbie Fountain - Senior Management Analyst Leilani Hines - Management Analyst I Contact Person Dennis A. Turner 2075 Las Palmas Dr. I Carlsbad, CA 92009 B Fax : (619) 438-0894 Phone : (619) 438-1161 x4443 I I I I I I I 1 1 I I I I I I I i I l Housing Element ANNUAL PROGRESS REPORT (7193 - 6/94) CITY of CARLSBAD California Prepared By Housing and Redevelopment Department Planning Department November 1994 CARLSBAD CITY COUNCIL Claude A. Lewis - Mayor Margaret Stanton - Mayor Pro Tem Ramona Finnila Ann Kuichin Julianne Nygaard Ray Patchett - City Manager Martin Orenyak - Community Development Director Kev Staff Involved in Report Preparation Michael J. Holzmilier - Planning Director Dennis A. Turner - Principal Planner Bobbie Hoder - Senior Management Analyst Val Dinsmore - Senior Office Specialist Kristina Ryge - Department Secretary (Acting) Evan E. Becker - Housing and Redevelopment Director Debbie Fountain - Senior Management Analyst Leilani Hines - Management Analyst contact Pencon Dennis A. Turner (61 9-438-1 161 x4443) 2075 Las Palmas Dr. Carlsbad, CA 92009 Housing Element ANNUAL PROGRESS REPORT (7193 - 6/94) CITY of CARLSBAD California Prepared By Housing and Redevelopment Department Planning Department November 1994 CARLSBAD CITY COUNCIL Claude A. Lewis - Mayor Margaret Stanton - Mayor Pro Tern Ramona Finnila Ann Kuichin Julianne Nygaard Ray Patchett - City Manager Martin Qrenyak - Community Development Dlrector Key Staff Involved in Report Preparation Michael d. Holzmiller - Planning Director Dennis A. Turner - Principal Planner Bobbie Hoder - Senior Management Analyst Val Dinsmore - Senior Office Specialist Kristina Ryge - Bepartment Secretary (Acting) Evan E. Becker - Housing and Redevelopment Director Debbie Fountain - Senior Management Analyst Leilanl Hlnes - Management Analyst Contact Person Dennis A. Turner (81 9-438-1 161 x4443) 2075 Lsrs Paimas Dr. Carlsbad, CA 92009 I I" I I I I I I I I I I 1 I I I I I Housing Element ANNUAL PROGRESS REPORT (7/93 - 6/94) CITY OF CARLSBAD California 1 Prepared By Housing and Redevelopment Department Planning Department November 1994 I I I I I I I I I I I I I I I I I HOUSING ELEMENT - ANNUAL PRCIGRESS REPORT Table of Contents I ToDic Paae ExecutiveSummary ............................................................ Goals, Objectives, Policies, Programs, Progress ......................................... Programs: I 1 Preservation ...................................................... 1.1 Condo Conversions - Protect Low/Moderate ............................... 1.2 Mobile Home Parks - Implement Existing Ordinance. ......................... 1.3 Mobile Home Parks - Preserve Affordability 1.4 Rental Stock Monitoring 1.5 Rehabilitation - Monitoring Program ...................................... 1.6 Rehabilitation - Rental Loan Assistance ................................... 1.7 Rehabilitation - Housing Acquisition 1.8 . Rehabilitation - Incentives for Lower-Income .............................. 1 1.1 0 Neighborhood Improvement Program ................................... 1 2 Quantity and Diversity of Stock ...................................... 1 2.1 Regional Housing Need 1 2.2 2.4 Adaptive Re-Use Regulations 1 2.6 3 Special Needs/Lower-Income & Moderate-Income 1 3.1 Farm Worker Housing ............................................... 3.2 Large-Family Housing ............................................... : 3.3a Homeless - Facilitate Site Acquisition .................................... 3.3b Homeless - Funding (CDBG, Other) ..................................... 3.3~ City Referral Service - CDE3G Funding .................................... 3.4a Senior Housing - Amend Zone Code/CUP ................................. 3.4b Senior Housing - Low-Income Seniors ................................... i 3.5 Lower-Income Seniors .............................................. : 3.6a lnclusionary - Lower-Income in Master Plans : 3.6b lnclusionary - Lower-Income in Other Developments ........................ : 3.6~ Cost of Affordable Housing - In-Lieu Fees ................................ : 3.7a Density Bonus Ordinance ............................................ : 3.7b Alternative Housing Types (SRO, MLU, Farm Worker) ....................... : 3.7~ City Initiated Development - LowNery-Low ............................... : 3.7d Section8 Housing .................................................. : 3.78 Fee Waivers (CC Policy 17) ............. ,, ............................ : 3.7f Priority Processing ................................................. : 3.7g In-ffind Improvements.. ............................................. : 3.7i Density Increases Above G.P. Range (SDP) : ................................ .............................................. ...................................... 1.9 Rehabilitation - Homeowner’s Programs ................................. 1 ............................................. Flexible Develqpment Standards ....................................... 1 2.3 Monitoring Developable Acreage ...................................... 1 2.5 Mixed-Use Regulations .............................................. 1 Coastal Development Monitoring ....................................... 1 ......................................... ....................... 3 .............................. .............................. HOUSING ELEMENT . ANNUAL PROGRESS REPORT Table of Contents ToDic Page 3 Special Needs/Lower-income & Moderate-income (cont) 3.7j Ordinances to Implement lnclusionary ................................... 2 Excess Dwelling Unit Bank ........................................... 2 Moderate income - Mortgage Revenue Bonds ............................. 2 3.10b Lending Programs ................................................. 2! 3.1 Oc lnclusionary - Moderate Income ....................................... 31 3.1 1 Smaller Housing/Small Lot Study ...................................... 31 3.8 3.9 3.1 Oa Annual Priorities List for Lower-lncome/Special Needs ....................... 2 3.12 Land Bank ....................................................... 3 3.13 Community Reinvestment Act - Bank Monitoring ........................... 3: 3.14 Housing Trust Fund - Establish One .................................... 3: 3.1 5 Annual Report on Housing Element Progress ............................. 3: 4 Housing, Jobs, Work Force Balance ................................. 3 4.1 Housing Impact Fee on Non-Residential Development ....................... 3. 5 Resource Conservation .......................................... 3 5.1 Energy Conservation ............................................... 3 5.2 Water Conservation ................................................ 3 8 Open and Fair Housing Opportunities ................................ 3: 6.1 Fair Housing Information/Practices ..................................... 3f 6.2 Referrals for Military/Students ......................................... 3t New Construction Data ............................................. 3t Affordable Housing Projects .......................................... 4~ Appendix 1: Appendix 2: I I I I I I D I D 1 D 1 I I D I I I EXECUTIVE SUMMARY This document constitutes the first written annual progress report on the City 1 Carlsbad’s Housing Element, a part of its General Plan. It’s purpose is to provide tt basis for tracking the progress which the City is making in implementing the numeroi specific programs which were designed to achieve the element’s goals and objective This document is intended for the use and inforrnation of: the City’s elected ar appointed officials, the City’s management and staff, the citizens of Carlsbad, officia and staff of state agencies (including the Governor’s Office of Planning and Researc and the Housing and Community Development Department), and all other persons wt are interested in housing issues in Carlsbad. Pursuant to state law, housing elements are prepared and updated on a five-year cycl This housing element was prepared on a housing cycle which began on July 1 , 19s and was originally scheduled to conclude on June :30, 1996. A 1993 change to sta law, however, has extend this cycle to June 30, 1998, so the actual cycle will be seve 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 six over-all goals, 35 objectives, 15 policies, and 51 programs. The 51 programs are tt subject of this document. A hierarchical relationship exists between the goal objectives, policies and programs, which relationship is described in the first pages this document. Then follows a complete listing of all of the goals, objectives, policie and programs. Under each program is listed important information, including: tt funding sources, the lead agency or department assigned to undertake the program, tt original target year for implementing or completing the program, and, most importani for this report, the progress achieved in the current 1993-1994 reporting period. F many programs this last section also gives cumulative progress since the beginning the five-year housing cycle. For ease in reading the “progress” sections are set out Summarv of Proaress: Measuring and reporting progress varies with the dlifferent types of Housing Eleme programs. Some of the programs are one-time projects with discrete beginnings ar ends. For these, staff reports that the program has either been completed or not. 0th programs are simply “on-going” (for example, the City continually monitors Coastal Zor development activity under Program 2.6). Still others are combinations. For exampl Program 1.4 Rental Monitoring requires the creation of an automated computer syste (including collection and loading of data on existing development) as a onetime projec followed by setting up an ongoing program to update the data and create period i reports. 1 Because of these differences, annual and cumulative progress is reported in severs ways. Table 1 (Summary of Progress on Programs), found below, summarizes thc progress on all 51 programs for the current reporting period. Code letters in the righl hand column of the table indicate the status of the program (see below for a key to thc codes) . Additional information is found in the two appendices to this report. Appendix 1 provides data on each of the 134 new housing units built within the Cip during the reporting period. The data indicates that no rental units were built and all o the for-sale units and custom homes built during the reporting period exceeded the pricr thresholds for very low, low and moderate income households. Therefore, the City wa! not able to achieve its housing goals for these income groups during this reportin{ period. It should be noted that all of these units are “market rate” housing units whict were not subject to the City’s inclusionary housing program. Appendix 2 provides information on all of the development projects which the City i: currently reviewing or has approved and which must provide some amount of housin< 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 thc principle means in the future by which the City will achieve progress on its objectives fo 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 grogram, continues to be implemented. CP The indicated onetime project was completed pior to the current reportinc period. C The indicated onetime project was completed in the current reporting period. N - Not implemented; Il(o activity on this program during the current reportins period. PA - Progress was made, but additional work is needed to cornpletel) implement the program. For additional information about any individual program, please see the main report. 2 I I I I I I I I 1 I I 1 I I I I I II i status OP CP OP PA OM PA PA PA PA PA PA PA OM PA CP OM OP CP OP OP OP C PA PA CP CP CP 3 4 I I I I I 1 I I I I 1 1 I 1 I I I I 1 GOALS, OBJECTIVES, POLICIES, PROGRAMS [titken verbatim from the Housin Element] The Goals, Objectives, Policies and Programs Section of this Element contains the actions the City Carlsbad will take to promote housing and shelter opportunities for all segments of the community. This section contains overall Goal statements, Objectives to meet those Goals, Policies on positions the C 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 stai ment", which state a desired achievement. The Goals do not contain an action verb as they reflect a fir statement of what the City will hope to achieve. How the god will be achieved is established via t subordinate objectives, policies and - importantly - action programs. Under each Goal there are several Objectives. Objectives are more specific achievements the city Y strive for to obtain the more broad based Goal. Each Objectivle should address a particular outstandii housing need that is identified in the previous sections of the Element. Many objectives establi numerical targets to be achieved in action programs. Each Objective will contain one or more Programs that will describe an action necessary to achieve i Objective. The Programs are briefly described and are to be imiplemented over the five year period of tt . Element. Many of the programs are studies that will take a comprehensive look at a certain aspects housing and may follow through with a more specific program :should the study indicate a plan of actic should be required. Due to complexities of certain subjects kt is important to take a close look at tl impacts and implications that these programs may bring about. Under many Objectives, but not all, there are Policies. Policies are statements on position the City takl to implement an objective. Policies contained in the Housing Element are important statements as thi reflect the City's official position on a matter. Future development must be consistent with these policic Following each program are line items: FUNDING: indicates the source of funds to be used for each program. Where a funding source indicat General Fund it is to mean that the program uses existing staff or resources and is funded by the Genei Fund. Some Funding source indicate the use of State, or Federal funds. Where these funds mig become unavailable, implementation of these programs may not be possible. LEAD AGENCY: indicates the agency, department or authority responsible for the program. When mo than one agency is listed it is a joint or cooperative effort. The Housing Authority means the City Coun authority over any housing program, the administration and actuiai staffing to be carried out by the Housit and Redevelopment Department. TARGET YEAR: indicates the time span for most of the progrrims, usually from 1991 until 1996. Whe only one date is indicated it means the fiscal year the program is scheduled to be implemented or tt study will take place. 5 PROGRAM 1.4 The City shall develop and implement a program in which it will periodically collect informatior on the factors affecting supply and demand of existing rental stock within the city. This information will be used in analysis of rental housing to be contained in the ,annual Housins Element Report. FUNDING: Eisting City staff (General) LEAD AGENCY TARGET YEARS: 1991 Planning- Department, Housing and Redevelopment Dept. OBJECTIVE 1.5 (REHABILITATION) Identify and rehabilitate substandard and deteriorating housing. PROGRAM 1.5 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. Identified structures will be reported to the Housing and Redevelopment Dept. for assistance under the City's rehabilitation and assistance programs. FUNDING: LEAD AGENCY: CDBG funds, State and Federal Rehab. Loans, Private rehabilitation loans. Building Dept., Housing and Redevelopment Agency. . . . . . . . . . . . . . 0 BJECTIVE 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. Target: approximately 10 units per year 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. 8 I. I 1 I 1 I 1 1 I I I I I i I 1 I FUNDING: LEAD AGENCY State grants and loans. Private lending institutions, Redevelopment SI aside funds, CDBG funds. Housing and Redevelopment Dept., Building Dept. TARGET YEARS: 1991 -1995 I 0 BJECTIVE 1.7 (ACQUISITION AND REHABILITATION) Acquire deteriorating and substandard rental housing from private owners, utilizing various loc state, and federal funding sources. Tmget: Approxlmately 50 units through 1996. POLICY 1.7 Of the rental units acquired by the city for rehabilitation purposes by the City's Housing Authon upproximutely 20% will be set aside for householdr in th! very low-income runge. PROGRAM 1.7 The City through the Housing and Redevelopment Dept. will implement a program to acquii using local Redevelopment set-aside funds, CDBG, State, Federal and private sector loaf rental housing that is substandard, deteriorating or in danger of being demolished. Twen percent of the units, once rehabilitated, will be set aside for very-low income households. FUNDING: LEAD AGENCY Redevelopment set-aside, CDBG funds, State and Federal loan program private sector loan programs. Housing and Redevelopment Clept. 1 * 1991 -1 990 9 Income Group are affordable Very Low LOW Moderate Other to which units Total Reporting Period Current Cumulative (7/1/931 - 6/30/94) (7/91 - 6/94) 0 unknown 0 unknown 0 unknown 134 unknown 134 678 I I I I. I I I I I I I I I I I I I I OBJECTIVE 2.5 (MIXED USE) Encourage increased integration of housing with non-residential development. PROGRAM 2.5 Review existing zoning and land use policies to removc! impediments to mixed use developmei Major commercial centers should incorporate, where appropriate, mixed commercial/resident uses. Major industrial/office centers, where not precluded by environmental and safc considerations, should incorporate mixed industrial/oifice/residential uses. FUNDING: Existing City staff (General) LEAD AGENCY Planning Dept. TARGET YEARS: 1993 OBJECTIVE 2.6 (COASTAL DEVELOPMENT MONITORING) Identify, monitor, and report the number of affordable h'ousing units constructed, converted, demolished in the coastal zone. 1 POUCY2.6 Pursuant to Government Code Section 65588 and 65590 from January 1, 1992, the City shall moniti record and report data on housing units constructed, Converted and demolished in the Coastal Zo together with infom-on regarding whether these units are affordable to lower-income households. PROGRAM 2.6 As a function of the building process, the City will monitor and record Coastal Zone housir data including, but not limited to, the following: 1) 2) The number of new housing units approved for construction within the coastal zone aft January 1 , 1982. The number of housing units for persons and families of low or moderate income, L defined in Section 50093 of the Health and Safety Code, required to be provided in ne housing developments within the coastal zone or within three miles of the coastal ton6 The number of existing residential dwelling units occupied by persons and families or la or moderate income that have been authorized to be demolished or converted sinc January 1 , 1982 in the coastal zone pursuant to Section 65590 of the Government Cod 3) 15 4) The number of residential dwelling units occupied by persons and families of low c moderate income, as defined in Section 50093 of the Health and Safety Code, that haw been required for replacement or authorized to be converted or demolished as identifiec in paragraph 3). The location of the replacement units, either onsite, elsewhere within th~ locality’s jurisdiction within the coastal zone, or within three miles of tlhe coastal zonl within the locality’s jurisdiction, shall be designated in the review. These data will be reported in the City’s annual housing report. FUNDING: LEAD AGENCY Building Department TARGET YEARS: General funds - (Administrative only) 1/92 - Begin capturing data 1992-1 996 - Ongoing. GOAL 3 (GROUPS WITH SPECIAL NEEDS, INCLUDING LOW AND MODERATE INCOME HOUSE HOLDS) Sufficient new, affordable housing opportunities in all quadrants of the City to meet the needs a groups, with special requirements, and, In particular the needs of current lower and moderatc income households and a fair share proportion 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 welfare agencies, farmlanc owners, and other interested parties to provide shelter for the identified permanent and migran farm workers during the five-year housing element period. These efforts will be in coordinatioi with other regional and local programs. FUNDING: LEAD AGENCY Community Development Department. TARGET YEARS: State and Federal grants and loans. CDBG funds By flrst Quarter of 1992 - Meet with local farmers and advocates tc refine the needs assessment of permanent and migrant farm workers and aggressively pursue grant and siting possibilities. Continuc efforts through 6996. 16 I 1- I I I I 1 I 1 I I R 1 I, I I I OBJECTIVE 3.2 (LARGE FAMILY) Assure the development of an adequate number of housing units suitably sized to meet the nee1 of lower-income larger households POUCY3.2 In those developments which are required to include IO or more units afordable to lower-incoi househoIds, at kust 10 percent of the lower income units >ihould have 3 or more bedrooms. This poll does not pertain to lower-income senior housing projects. PROGRAM 3.2 Those housing projects entering into an agreement with the City to provide lower incor housing shall be required to implement Policy 3.2 FUNDING: General Fund (administration only) I LEAD AGENCY Planning Dept. a OBJECTIVE 3.3 (HOMELESS) Provide transitional shelters and assistance for the homeless. PROGRAM 3.3.a Carlsbad will continue to facilitate the acquisition, for lease or sale, of suitable sites 1 transitional shelters for the homeless population. The City will also continue to assist local no1 profits and charitable organizations in securing state funding for the acquisition, construction ar management of these shelters. FUNDING: LEAD AGENCY Community Development Agency Redevelopment Set aside fund.s, CDBG funds TARGET YEARS: 1991-1996 17 Project Name/Organlzatlon Project Description La Posada de Guadalupe/ Catholic Charities homeless men. Maximum stay is 90 days. Good Samaritan House/ Catholic Charities homeless men. Maximum stay is 90 days. Community Resource Center 50 bed shelter, located in Carlsbad, for Shelter, located in Oceanside, for Homeless Prevention Program/ 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. Provide senices and assistance to families threatened or victimized by domestic violence, sexual assault and homelessness. Services for Victims of Domestic Violence/ Women’s Resource Center Amount of Funding $39,500 $7,300 $9,000 $1 0,000 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 tha 50 percent of the total units set aside for low-income households, and are developed by, c utilize funding from, Federal, State or local sources are subject to a vote by the citizens. I 1980, Carlsbad voters approved an Article 34 referendum to allow 200 units of Senior IOM income housing. This authority has not been exercised. Tho City will study the feasibility c creating a low-income senior housing project at an appropriate site(s) within Carlsbad. FUNDING: LEAD AGENCY: Redevelopment set-aside funds, Private financing, state public financins Housing and Redevelopment Dept., Planning Dept. . 1991 -1 996 0 BJ ECTlVE 3.5 (LOWER INCOME) Provide a range of new housing opportunities for lower-income households, in all areas of the cit) Target: Approximately 1400 (1,125 minimum) additional assisted households. Through the implementation of various programs, the City will ensure the creation of the minimur fair share goal of 11 25 lower income housing opportunities. These programs and their associatec numerical goals are indicated below. FUNDING: LEAD AGENCY General fund and various other funding sources. Planning Department, Housing and Redevelopment Dept. TARGET YEARS: 1991-1996 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 qualified subdivisions provide a range of housing for all economic income ranges. 20 I I I 1 I I I I 1 I I I I I I. I 1 1 POUCY 3.6.a A minimum of fifteen percent of all units approved for any master plan community residential specific plan shall be affordable to lower income-households. U PROGRAM 3.6.a The City shall prepare and adopt an lnclusionary Housing Program which shall require th 15% of all base residential units within any Master Plan/Specific Plan community or 0th qualified subdivision shall be restricted and affordable to lower income households. Tt program shall require an agreement between all residential developers subject to tt inclusionary requirement and the City which stipulates: the number of required lower incon inclusionary units, the designated sites for the location of the units, a phasing schedule f 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. POLICY 3.6.b A minimum of fifteen percent of all approved units ih any residential specific plan or qualifi subdivision (to be defined) shall be set aside and be made affordable to lower incor households. Where it can be demonstrated to the City’s satisfaction that it is economica infeasible to build the required units, an in-lieu contribution consisting of funds, land, or 0th contributions may be made to the City. The City s>hall assume a fiduciary responsibility 1 these contributions and assure their ultimate and exclusive use, in providing shelter for IOH income households. The in-lieu contribution shall tie in an amount to be determined fron study which shall evaluate the cost differential in developing and constructing market-rate t lo wer-income affordable housing. PROGRAM 3.6.b Develop a program to implement Policy 3.6.b withiri all residential specific plan and qualifi subdivisions. This program will require an agreement between the developer and the City tt stipulates these units will remain affordable for a slpecific length of time, and that the un may be offered for rent, or with the approval of the city, for sale. The program will al identify incentives the city may offer. An in-lieu fee, to be determined, may act to meet t requirement to construct the low-income housing for developments less than 5 units. Tog Approximately 200 units FUNDING: Private developer funding LEAD AGENCY: Planning Dept. TARGET YEARS: 1991 -1 996 21 POLICY 3.7.b Approvals and development of alternative housing types such as managed living units, transitwm shelters, and migrant farm worker housing are contingent upon meeting the City's required lower incorn( and special housing keds. Alternative housing types and their approvals may be denied should th finding be ma& that the project is not needed to meet the special or low-income housing nee& of th community. PROGRAM 3.7.c (CITY INITIATED DEVELOPMENT] The City of Carlsbad, through the offices of the Housing Authority and through the Housini and Redevelopment Department, will institute a New Housing Production Program that wil create new units of housing affordable to households of low and very low income. Thc Housing and Redevelopment Dept. win1 work with private for-profit and especially not-for profit developers. The program will use local funds from CDBG, redevelopment set-asidc ,funds and other city originated funds and leverage them against State, Federal and privati low interest funds to create these housing opportunities. Target: Approximately 200 new unit! 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 Ofthe total units developed under the Housing Authority New Construction Programs, 100 units will bt affordable to householdr of very-low income. FUNDING: LEAD AGENCY: TARGET: Local, CDBG, Redevelopment set-aside funds, State and Federal loar 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 1991-1 996. Target: Approximately 100 additional households. 24 1 i 1 I. 1 I. I I I 1 1 I I 1 1 1 1 I 1 FUNDING: Federal Section 8 funding. LEAD AGENCY: Housing and Redevelopment Dept. TARGET YEARS: 1991-1996 POLICY 3.7.e Public Facilities Fees (PFF) may be waived for lower income housing projects pursuant to C Council Policy 17.5.e., which states in part: The City Council may grant an exception for a 1 cost housing project where the City Council finds such a project consistent with the Housing Elemenr the General Plan and that such an exception is necessary. i'n approving an exception for low cost howi the City Council may attach conditions, incluciing limitatibn on rent or income levels of tenants. If City Council finds a project is not being operated as a low cost housing project in accordance with applicable conditions, the fee, which would otherwise be imposed by this chapter, shall immediai become due and payable. PROGRAM 3.7.e (FEE WAIVER) Implement City Council Policy number 17 under which public facility fee would be waived 1 lower income housing projects. Developments for which Public Facility Fees are waived m be subject to an analysis of the fiscal impacts of the project to the City. FUN Dl NG : LEAD AGENCY: Redevelopment Set-aside funds. Planning Dept, Housing and Fledevelopment Dept. Finance Dept PROGRAM 3.7.f (PRIORITY PROCESSING) Implement priority processing for lower-income development projects. The priority processii would include an accelerated plan-check process. 'The priority processing would be limit1 to projects which would not need extensive engineering or environmental review. FUNDING: LEAD AGENCY: Community Development Dept. General Fund(administrati0n only) CDBG funds 25 1 I" I 1 I i 1 1 1 1 I I 1 i 1 1. 1 I I PROGRAM 3.74 The Ciw shall implement, through new ordinances, Housing Programs 2.2 (Developme Standards), 3.6.a (Inclusionary), 3.7.a (Density Bonus) and 3.7.b (Alternative Housing) by tl end of 1992. FUNDING: Existing staff (General Fund) LEAD AGENCY: Planning Department End of 1992. OBJECTIVE 3.8 (GROWTH MANAGEMENT) Ensure that incentive programs, such as density bonus pi'ograms and new development progran 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): Residential development that does not yield the maximum allowable number of units und the growth management control point are considered to have "excess units". These exce: units are allocated to be developed under the following priority. 1. Housing development for low and very low households as defined b y Cal. Governmer Code Section 65915. 2. Senior Citizen housing as defined by Carlsbacf Municipal Code Section 21.18.045 3. ln-fill Single Family Subdivisions, zoned R- 1, that meet all development standards afi 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 othc compensation, for some significant public facility not required as part of tl development process. 27 5. Projects proposing a zone change from non-residential to residentid based on thl following findings; a) 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 Poin of any adjacent developed residential property. PROGRAM 3.8 Formalize the concept of an Excess Dwelling Unit Bank. The "bank" should be an accountinc 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 fc inclusion in other projects using such tools as density transfers, density bonuses and change to the General Plan land use designations. FUNDING: Existing Staff (General) LEAD AGENCY: TARGET YEARS: 1991 Planning Dept., Growth Management Division. OBJECTIVE 3.9 (SPECIAL HOUSING NEEDS PRIORITIES) Ensure that new development constructed by the private sector, and public funds allocated foi 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 aside for low and very [ow income buseholdr will address tht unmet housing needs of the community by priorities set by the Housing Authority through the Plannin8 Department and the Housing and Redevelopment 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 (i.e., 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 POLICY 3.10.c A minimum of 5 percent of all units approved for any master and specific planned communin 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 ii master and specific planned communities, the City will develop an inclusionary program tc implement Policy 3.10.c Turget: Approximately 200 units. FUNDING: Private 'Lenders, Mortgage Revenue Bonds, State and Federal Funds. LEAD AGENCY: Planning Dept.,Housing and Redevelopment Dept. TARGET YEARS: 1991-1996 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . OBJECTIVE 3.1 1 (SMALLER, MORE AFFORDABLE HOUSING) Reduce the size of housing, thereby reducing costs and increasing affordability. POLICY 3.1 1 Residential suhiivisions may be approved with lo& smaller than required in the unalerlying zone, but onl] when the size of the structures is reduced so as to yield less costly houses. The City will considel alternative measures, including, but not limited to, height limits, lot coverage limits, and maximum frooi area ratios as the means to control the sue of structures 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 attachec houses should be built on smaller lots; and have smaller floor areas than the private sector 30 I 1 i I 1 l I I 1 I I 1 1 i B I i B I currently provides, so as to reduce development and construction costs. Smaller homes lower costs would create housing more affordable to moderate income households. TI study will present findings together with recommendations on: minimum sizes for permittt substandard lots, the appropriate floor areas for associated houses; and the applicability providing density bonuses so as to achieve reduced development costs. Small I subdivisions will continue to be approved only through Planned Developments (Municir Code Section 21.45) 30a I 1 i I I I I 1 I I I I I I I I I I I POLICY 3.13 lk City will annually evaluate its banking practices with local and regional lending institutiom bas. on CRA lending repork The City will reevaluate its relationship with lending imtitutions that a substantially deficient in their CRA ratings. PROGRAM 3.13 The Housing and Redevelopment Dept., in conjuncti'on with the Finance Department and tl City Treasurer will monitor and evaluate local lending institution's compliance with the C.R., Lending institutions which are deficient in meeting C.R.A. lending responsibilities in are, such as multi-family construction and lending for affordable housing will be identified. TI City will explore means to encourage greater lendinlg activities in Carlsbad. FUNDING: .LEAD AGENCY: CDBG fund, Redevelopment Stet-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 t affordable housing. PROGRAM 3.14 The City will create a Housing Trust Fund for the fiduciary administration of monies dedicate to the development, preservation and rehabilitation of housing in Carlsbad. The Trust Fur will be the repository of all collected in-lieu fees, CDBG and tax-increment funds targeted fc 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 CDB funds, local, state and federal funds. Housing and Redevelopment C)ept., Finance Dept. 32 PROGRAM 5.1 The City will continue to implement energy conservation measures in new housin development through State Building Code, Title 24 regulations, and solar orientation of majc 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 develo strict conservation guidelines, including but not limited to, mandatory installation of low flus and low flow bathroom and kitchen fixtures, xerophytic landscaping or suspension c landscaping requirements until the water emergency is lifted, and requiring the use c reclaimed water in all construction grading projects. Any such actions shall be in accord wit policies adopted by the City in response to declared emergencies. FUNDING: Private funding LEAD AGENCY: Community Development Dept. TARGET YEARS: 1991 GOAL 6 (OPEN AND FAIR HOUSING OPPORTUNITIES) All Carlsbad housing opportunities (ownership and rental, fair-market and assisted) offered ii conformance with open housing policies and free of discriminatory practices. OBJECTIVE 6.1 (FAIR HOUSING) Disseminate and provide information on fair housing laws and practices to the community. 35 TARGET YEARS: 1991-1996 . . . . . . . . . . . . . . . 37 I DO I I I 1 I 1 I I I I II I I I I I I Appendix 1 Carlsbad Housing Prices 7/93 - 6/94 Including Definitions of Affordable Hausing Prices 38 I I I I I I I I I I I I 1 I I Definitions of Affordable Housing Prices I Market-Rate Housing Following is a definition of affordable sales-prices for new housing constructed without public sect( financial assistance (-market-rate" housing). It was developed1 by an ad hoc committee of housing ar planning department officials and staff members from many of the nineteen jurisdictions within tt jurisdiction of the San Diego Association of Governments, under the sponsorship of SANDAG. Tt resulting definitions and prices were reviewed by the SANDAG Board and the California Department 1 Housing and Community Development in 1993 and approved by both bodies for use in determining what income groups newly constructed, market-rate housing is affordable. I 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. Actual1 many factors help determine if a home purchase is affordable. These factors include: mortgage intere rate, down payment and loan origination fees, utility allowance, mortgage insurance requirement I 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 Studio $43,500 $46,125 1 49,650 52,650 2 62,100 65,850 3 72,000 76,350 I 4 81,900 86,925 Low 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 Moderate Studio $104,400 $1 10,700 1 1 1 8,800 126,360 2 149,040 158,040 3 172,800 183,240 4 196,560 208,620 39 40 I I 1 I 1 1 I I 1 u 1 I 1 D i 1 I I I 41 2933 Avenida Valera 6944 Blue Orchid Ln. 42 1 1 I 1 1 1 I 1 1 I 1 1 1 I 1 I I 1 1 SF Mean = 4.07 43 I I 1 1 1 I 1 I 1 I 1 1 I I I I I 1 I Appendix 2 City of Carlsbad Affordable Housing Projects 44 I J I *. 1 I i I I 07% aoa u ma' cnq sutl 1 asf oms LL3% I OO? ).c. =z +y I GcnS a I n I 1 a I 1 I 1 i .- 54 ss .- v-0 8 .o m: -c c .- :z .c_ v) %U gi2 (II P > *- - w .o CE pa gi5 0 .g :5 cn nu, I- 0 W 30 vc L -. a=l s$? 9 a5 $2 a -o€ 3'0 5 .? .r - >3 3 = .- LC 2 .m EO -0 30s E ps, =;-'a 0 €428 0 c 00 2 85s' mo .- v) v - mrn aa v) 3 m 2 s E E E CL 0 LL u, v) .- m cn C 0" v) 0 C 22 3w >a LC-= 0% c OW' A E .- *.' al G I ~$4 E 2 0 r-.o -0 p 7r -.mc (II = s zz.2 alv) 5 w v) g.ri2 3 ", 4 325 E c v) ..w- a 0, Wv)C I I I I I I I i I I I I I I I I I I I