HomeMy WebLinkAbout2010-07-13; City Council; 20313; LA POSADE DE GUADALUPE FARM WORKER HOUSINGCITY OF CARLSBAD - AGENDA BILL 21
AB#
MTGr
DEPT.
20,313
7/13/10
CED
Agricultural Conversion Mitigation Fee
Funding of La Posada de Guadalupe
Farm Worker Housing
DEPT. DIRECTORS^
CITY ATTORNEY
CITY MANAGER
RECOMMENDED ACTION:
That the City Council ADOPT Resolution No. 2010-189 APPROVING disbursement of
$1,945,600 in Agricultural Conversion Mitigation Fee funding to Catholic Charities Diocese of
San Diego for construction of the La Posada de Guadalupe farm worker housing project, and
AUTHORIZING the City Manager or his/her designee to negotiate and execute funding and
regulatory agreements subject to approval by the City Attorney, and authorizing the Finance
Director to appropriate the disbursement to the ACMF budget.
ITEM EXPLANATION:
On February 19, 2008 (AB#19,327 / Resolution# 2008-050), the City Council awarded Catholic
Charities Diocese of San Diego (Catholic Charities) with a $2 million Agricultural Conversion
Mitigation Fee (ACMF) grant to construct a new farm worker housing and homeless shelter to
replace the existing shelter (La Posada de Guadalupe) located at 2476-2478 Impala Drive.
However, a stipulation of the grant authorizes disbursement of only $108,500 to support design
work. Disbursement of funding in excess of the $108,500, or funding to support costs beyond
design work, requires ACMF Ad Hoc Citizens Advisory Committee (Committee) review and City
Council approval. To date, $54,400 has been disbursed to the grantee to support design of the
project.
On February 22, 2010 the ACMF Committee recommended that the City Council make the full
funding amount available to the grantee for construction of the project with disbursement based
on progression towards completion of the project and milestone benchmarks. Draft minutes
from the February 22nd meeting have been appended to this report as Exhibit 2. Since the
February 22, 2010 Committee meeting, staff and Catholic Charities have met to discuss an
appropriate structure for the grant. Catholic Charities has indicated support of fundamental
structural components of the grant as proposed by staff and as detailed within the attached Key
Terms and Conditions Summary (Exhibit 3). Such components include structuring the grant as
0% interest loan, which would be forgivable after 20 years and subject to regulatory and
operating agreements. In addition, Catholic Charities indicates being supportive of negotiating
the specific details of the grant as specified in the Key Terms and Conditions Summary
document.
Staff has reviewed and analyzed the preliminary project schedule (Exhibit 4) and has verified
that the tasks outlined therein are detailed in reasonable sequence and duration to demonstrate
a comprehensive and realistic command of the steps necessary to carry out the project.
DEPARTMENT CONTACT: Kevin Pointer 760-602-4620 kevin.pointer@carlsbadca.gov
FOR CITY CLERKS USE ONLY.
COUNCIL ACTION:APPROVED
DENIED D
CONTINUED D
WITHDRAWN D
AMENDED D
CONTINUED TO DATE SPECIFIC D
CONTINUED TO DATE UNKNOWN D
RETURNED TO STAFF D
OTHER - SEE MINUTES D
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Although the prospective conditional use permit submittal date is indicated as April 30 in the
project schedule, staff notes that submittal of the application occurred on May 21, 2010.
FISCAL IMPACT:
Agricultural Conversion Mitigation fees are collected as coastal agricultural lands that are
subject to the fee convert to urban uses. These fees have been set-aside in a special city fund
(ACMF Fund) dedicated to providing the types of grants the Committee and City Council
considers during the project solicitation/evaluation process. Through the adoption of Resolution
2008-050 by City Council on February 19, 2008, $2 million has already been authorized within
the ACMF Fund for the La Posada de Guadalupe project; however, disbursement was limited to
$108,500. To date, $54,400 has been disbursed for the project. Approval of the
recommendation would authorize the appropriation and expenditure of the remaining
$1,945,600 reserved within the ACMF Fund for this project.
The only direct cost to the City resulting from the recommended action will be the staff time
associated with the ongoing administration of the grant.
ENVIRONMENTAL IMPACT:
The proposed authorization for disbursement of $1,945,600 in ACMF funding is exempt from
the requirements of CEQA. The award of funding is exempt from environmental review
pursuant to CEQA Guidelines Section 15061(b)(3), which states that "CEQA applies only to
projects which have the potential for causing a significant effect on the environment. Where it
can be seen with certainty that there is no possibility that the activity in question may have a
significant effect on the environment, the activity is not subject to CEQA." Furthermore, the
authorization for disbursement of grant funding does not authorize, permit, or guarantee the
construction of the project. Construction of the project will be analyzed pursuant to CEQA
through review of a conditional use permit required for the project. At this time, there is
insufficient information to determine whether the project will result in any significant
environmental impacts.
EXHIBITS:
1. City Council Resolution No. 2010-189
2. February 22, 2010 ACMF Committee meeting Minutes
3. Key Terms and Conditions Summary
4. Project schedule.
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EXHIBIT 1
1 RESOLUTION NO. 2010-189
2 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARLSBAD, CALIFORNIA APPROVING THE APPROPRIATION
3 AND DISBURSEMENT OF $1,945,600 IN GRANT FUNDS FROM
THE AGRICULTURAL CONVERSION MITIGATION FEE FUND
4 TO CATHOLIC CHARITIES DIOCESE OF SAN DIEGO AND
AUTHORIZING THE CITY MANAGER OR HIS/HER DESIGNEE
5 TO EXECUTE FUNDING AND REGULATORY AGREEMENTS
SUBJECT TO APPROVAL BY THE CITY ATTORNEY.
6 CASE NAME: LA POSADA DE GUADALUPE ACMF
FUNDING
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WHEREAS, on February 19, 2009 the City Council approved $2 million in
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Agricultural Conversion Mitigation Fee (ACMF) funding to Catholic Charities Diocese of San
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Diego (Catholic Charities) for the construction of a new farm worker housing project to replace
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the existing La Posada de Guadalupe shelter at 2476-2478 Impala Drive; and
WHEREAS, the approval of the grant was conditioned such that up to $108,500
was authorized to be disbursed to support design of the project and disbursement exceeding
$108,500, or funding for non-design related purposes, would first require ACMF Ad Hoc Citizens14
Advisory Committee (Committee) review and City Council approval; and
WHEREAS, staff has disbursed $54,400 to Catholic Charities for design of the16
project; and
WHEREAS, on February 22, 2010, the Committee recommended that City
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Council authorize the remaining amount ($1,945,600) for disbursement based on milestone
benchmarks and progression towards completion of the project.
21 NOW, THEREFORE, the City Council of the City of Carlsbad, California, does
~~ hereby resolve as follows:
23 1. That the above recitations are true and correct.
24 2. That the City Council hereby authorizes the disbursement of $1,945,600 from the
Agricultural Conversion Mitigation Fee fund to Catholic Charities Diocese of San Diego for the
25 construction of La Posada de Guadalupe farm worker housing project.
26 3. That the City Manager or his/her designee is authorized to execute the
necessary funding and regulatory agreements, subject to approval as to form by the City
27 Attorney.
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4. That the Finance Director is authorized to appropriate the $1,945,600 to
the ACMF budget.
PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City
Council of the City of Carlsbad on the 13th day of July, 2010, by the following vote to wit:
AYES: Council Members Lewis, Kulchin, Hall, Packard and Blackburn.
NOES: None.
ABSENT: None.
CLAUDE A. LEWIS, Mayor
ATTEST:
LQRRAJNE fol. WOOD, CityJCIerk
CITY OF CARLSBAD
AGRICULTURAL CONVERSION MITIGATION FEE
AD HOC CITIZENS' ADVISORY COMMITTEE
MINUTES
Monday, February 22,2010
Faraday Center, Room 173A
1635 Faraday Avenue, Carlsbad, CA 92008
1. CALL TO ORDER:
ACTION: Chairperson Larson called the meeting to order at 1:30 p.m.
Committee Members Present:
Chairperson Eric Larson, Vice Chairperson Julie Baker, Jackie Stone, Hope Wrisley, Richard
Erhardt, and Ken Alfrey.
Staff Members Present:
Minutes Clerk, Leticia Trevino; Associate Planner, Kevin Pointer
2. APPROVAL OF JULY 6, 2009 MINUTES:
ACTION: Committee member Hope Wrisley moved to approve the minutes of the July 6, 2009
Committee meeting. The motion was seconded by Jackie Stone and carried unanimously.
3. RECEIVE REPORT ON STATUS OF PROJECTS AWARDED WITH AGRICULTURAL CONVERSION
MITIGATION FUNDING
The Committee received a report from Mr. Pointer on the status of grant projects awarded between
2007 and 2008.
At the November 17,' 2008 meeting the Committee requested that staff return at future meetings
and provide a status update to the Committee on grants that have been awarded by City Council
since the Committee began making recommendations on expenditures of the funds.
4. RECEIVE REPORT ON AVAILABLE FUND BALANCE
The Committee received a report on the available fund balance from Mr. Pointer.
Pagel
Committee discussion ensued regarding the available fund balance. The Committee reached
consensus, agreeing that the available fund balance is insufficient to solicit applications for grant
funding.
5. COMMITTEES DISCUSSION ON AWARDED GRANT AGP 06-16 (LA POSADA FARM WORKER
HOUSING)
Mr. Pointer introduced the item indicating that in 2008, a $2 million grant was awarded for the La
Posada project; however, a condition of the grant only authorizes disbursement of $108,500 to fund
project design work. In June 2009, staff disbursed $54,400 to the grantee. Prior to disbursement, (in
January 2009) the Committee received testimony from the grant recipient explaining that the
project could still be constructed however the grantee was having a difficult time securing
operational funds necessary to operate and maintain the building once constructed. At is January 6,
2009 meeting the Committee passed a motion indicating that the grant recipient should return to
the Committee within six months to provide a status update and again within one year, upon which
the project should be viable. If project is not viable, the Committee could consider making a
recommendation to City Council that the remainder funding ($1,945,600) be reprogrammed such
that it would be made available to fund other grant projects. The grantee provided its first report to
the Committee at its July 6, 2009 meeting and is returning at the present meeting to address the
Committee's concerns regarding project viability.
Catholic Charities representative, Sister RayMonda DuVall, addressed the Committee regarding
design; a plan for funding operations; and, a preliminary construction budget. Sister DuVall
requested that the Committee make a recommendation to City Council that the remainder funding
be made available to Catholic Charities so they can proceed with construction of the project.
Committee discussion ensued regarding the operations and construction budget. Mike Colarusso,
also representing Catholic Charities, responded to Committee concern regarding the construction
budget.
Chairperson Larson opened the item to public comment.
Tom Maddox addressed the Committee regarding La Posada de Guadalupe as a component of the
Housing Element of the General Plan.
Chris Calkins expressed concerns regarding the construction budget and the use of the funds to
support housing for homeless, as well as women and families.
Tom Maddox additionally referenced the use of the shelter for farm worker housing purposes until
a time when there is no long a need.
Kathy Wellman addressed the Council regarding a need for farm worker housing needs in Carlsbad.
Committee member Baker requested that staff address the timeframe for which it is anticipated
that farm worker housing in Carlsbad will no longer be needed.
Committee member Alfrey made a motion, which was seconded by Chairperson Larson, that the
Committee recommend City Council approve release of the full amount of the funding with
Page 2
disbursement being based upon milestone benchmarks and progression towards completion of the
project. The motion was approved 5-1 with Committee member Baker dissenting.
6. PUBLIC COMMENT
Casey Cinciarelli addressed the Committee regarding separation of funds to support homeless and
farm worker housing needs.
Greg Rubin introduced himself as the new chairperson for the Agua Hedionda Lagoon Foundation.
7. FUTURE COMMITTEE MEETING DATE
Fred Sandquist stated that he anticipates addressing the Committee by the third week of March to
discuss the Batiquitos Lagoon Foundations grant for lagoon monitoring and management.
The Committee identified March 29, 2010 as the next potential meeting date.
8. ADJOURN
Chairperson Larson adjourned the meeting at 2:44 pm.
RESPECTFULLY SUBMITTED,
Leticia Trevino, Minutes Clerk
PageS
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La Posada de Guadalupe
ACMF Program Grant
Key Terms and Conditions Summary
Proposed April 2010
Subject to final approval by the City Council, the City of Carlsbad will provide financial assistance through
the Agricultural Conversion Mitigation Fee (ACMF) Grant Program in the total amount of $1,945,600 to
Catholic Charities for the purpose of constructing a shelter with a minimum of fifty (50) beds for farm
workers on the existing site of the La Posada de Guadalupe facility in Carlsbad. This assistance will be
provided in the form of a non-interest bearing, forgivable loan secured by a note and deed of trust, and
be subject to a loan and regulatory/operating agreement. In order to receive the $1,945,600 loan, staff
will be recommending that Catholic Charities enter into a loan and regulatory/operating agreement with
the City of Carlsbad. Staff will request that the City Council authorize the City Manager or her designee
to negotiate and prepare the required loan and regulatory/operating agreement documents for final
execution by the City and Catholic Charities.
The purpose of this Key Terms and Conditions Summary is to set forth the proposed recommendation of
staff for consideration by Catholic Charities for the subject ACMF loan. The agreements will include a
description of the project and the intended use for the ACMF loan. A projected construction budget and
project schedule will be included within the agreements. It will be expected that Catholic Charities
adhere to the project budget and schedule, unless an alternate budget and/or construction schedule is
approved by the City of Carlsbad in writing.
Upon approval and further direction from the City Council, the terms and conditions will be negotiated
between the City of Carlsbad and Catholic Charities and will include, but may not be limited to, the
following:
• The subject loan shall be used for the construction of the approved facility; approved
Conditional Use Permit and appropriate building permits must be issued by the City of Carlsbad
before any of the loan proceeds noted herein will be released.
• The loan proceeds shall be disbursed in the form of construction draws which shall require
appropriate documentation and certifications from the general contractor and/or project
manager to be submitted to the City for review.
• Incremental disbursement of the loan funds shall be based on the itemized development budget
and phased schedule with payment to be made directly to Catholic Charities based on submittal
of invoices, and certification by the general contractor and/or project manager that said work
has been satisfactorily completed and that actual construction costs to date conform to the
approved development budget.
• The term of the loan shall be no less than twenty (20) years.
• The loan shall be non-interest bearing and shall be forgivable after twenty (20) years.
• The loan shall be amortized over the term of the loan beginning upon issuance of the final
certificate of occupancy for the completed project; amortization of l/20th per year.
Page 1 of 2
The loan will be secured against the property at 2472-2478 Impala Drive through a "Promissory
Note" and "Deed of Trust and Security Agreement."
Catholic Charities to furnish the City with a title report on the property.
The loan shall become due and payable if the property is transferred to another entity, the
shelter discontinues operation for four months or longer in any twelve-month period during the
term of the loan, or Catholic Charities defaults on the terms of the loan/regulatory agreement.
The loan shall be repaid to the City according to the amortized schedule noted above.
A minimum of fifty (50) beds must be utilized by or made available to farm workers at all times,
unless by mutual agreement the City and Catholic Chanties determine that there is no longer a
need for at least fifty (50) beds.
The facility may convert to a facility that serves the general homeless population upon
modification of the Conditional Use Permit (if necessary), and occurrence of one of the
following:
o At the end of the loan period; or,
o Upon agreement by both the City Council and Catholic Charities that there is no longer a
need or it is no longer feasible to provide farm worker housing; or,
o Upon repayment of the remaining loan balance, according to the schedule of
amortization noted above.
Catholic Charities shall keep and maintain on the property, or at its principal place of business,
full, complete and appropriate books, records and accounts relating to the development,
including all such books, records and accounts necessary or prudent to evidence and
substantiate in full detail use of the construction loan.
Books, records and accounts relating to compliance with the terms, provisions, covenants and
conditions of the Agreements shall be kept and maintained in accordance with generally
accepted accounting principles.
All such books, records, and accounts shall be open to and available for inspection by the City,
its auditors or other city authorized representatives at reasonable intervals during normal
business hours.
There shall be periodic inspections of the property to ensure compliance and proper
maintenance of the improvements constructed with said loan proceeds
Catholic Charities must obtain all permits and approvals necessary for the development to
occur.
Catholic Charities shall provide the City with quarterly progress reports regarding the status of
construction of the proposed facility, until such time as the development is fully constructed.
Following completion of construction of the facility, Catholic Charities will operate and maintain
the facility for eligible occupants in conformity with the Regulatory/Operating Agreement as
well as the loan agreement. Catholic Charities shall maintain all necessary licenses and permits
to continue operation of the facility.
Transfer of property and assumption of loan is allowed subject to agreement by all parties,
including the City.
City shall have first right of refusal for purchase of property or to operate facility.
Unused funds shall be returned to the City.
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La Posada de Guadalupe
Project Schedule
Task
1.0 Renewal of existing Conditional Use Permit (CUP)
2.0 CUP process for new development
2.1 CUP pre-submittal
2.2 CUPsubmittal, review and processing
3.0 Permitting process (building, landscape, grading, etc.)
4.0 Construction
Start
05/21/10
05/04/09
05/04/09
05/21/09
08/30/10
04/23/10
Finish
10/01/10
10/01/10
05/20/09
11/23/10
03/25/11
09/12/11
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Agricultural Conversion Mitigation
Fee Funding for
La Posada de Guadalupe
Farm Worker Housing
Kevin Pointer
July 13, 2010
History of Grant Award
•Feb. 19, 2008—City Council awards $2 M
ACMF grant for reconstruction of La Posada de
Guadalupe.
•Grant authorizes disbursement of $108,500 to
support design work.
Grant Disbursement
•$54,400 disbursed to date.
•Funding above $108,500 requires Committee
and Council review.
Committee Recommendation
•Feb. 22, 2010—Committee recommends City
Council make the full funding amount
available with disbursement based on
progression towards completion of the project
and milestone benchmarks.
Key Terms and Conditions Summary
•Staff and Catholic Charities support
structuring the grant as:
–0% interest loan
–forgivable after 20 years
–subject to regulatory and operating agreements
Recommendation
•ADOPT resolution APPROVING disbursement
of $1,945,600 in ACMF funding subject to
execution of agreements and AUTHORIZING
the City Manager to negotiate terms and
conditions of the agreements subject to
approval by the City Attorney and
AUTHORIZING the Finance Director to
appropriate funding.