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Home My WebLink About2019-03-12; City Council; ; Annual Housing Element Progress Report for January 2018 through December 2018.~ CITY COUNCIL ~ Staff Report Meeting Date: To: From: Staff Contact: March 12, 2019 Mayor and City Council Scott Chadwick, City Manager Corey Funk, Associate Planner corey.funk@carlsbadca.gov or 760-434-4645 CA Review ¥:kl,_ Subject: Annual Housing Element Progress Report for January 2018 through December 2018. Recommended Action Adopt a Resolution accepting the Annual Housing Element Progress Report for January 2018 through December 2018. Executive Summary This is an information report prepared annually that details the status of the city's progress towards meeting its share of regional housing production goals and implementing the programs of its Housing Element. The City Council is required to consider this report at a public meeting pursuant to California Government Code Section 65400(a)(2). Discussion The attached Annual Housing Element Progress Report for January 2018 through December 2018 (Exhibit 2) has been prepared to fulfill the reporting requirements of the state (Government Code Section 65400(a)(2)) and the city's Housing Element Program 3.18. In addition, preparing and submitting the reports enables the city to apply for certain grants administered by the California Department of Housing and Community Development (HCD) and San Diego Association of Governments (SAN DAG), including: • SANDAG -Smart Growth Incentive Program • SAN DAG -Active Transportation Grant Program • HCD -Infill Infrastructure Grant Program • HCD -Housing-Related Parks Program • HCD -SB2 Planning Grant As in previous years, the Annual Housing Element Progress Report for January 2018 through December 2018 (Exhibit 2) consists of: • Housing Production Status (Table B) -Provides the status of housing production in the city and the city's progress in meeting its share of regional housing needs during Calendar Year (CY) 2018. March 12, 2019 Item #10 Page 1 of 34 • Program Implementation Status (Table D) -Provides the status of and the city's progress toward implementing the City of Carlsbad 2013-2021 Housing Element programs during CY 2018. Recent state legislation (SB 35 and AB 879) went into effect January 1, 2018, which added additional reporting requirements for the Annual Housing Element Progress Report. These new requirements are seen in this year's report: • A list of housing development applications deemed complete in the reporting year, along with the number of units included, approved, and disapproved in each application (Table A). • A list of housing projects, and their respective number of units, that were issued a completed entitlement, a building permit, and/or an approved final inspection, in the reporting year (Table A2). • The income category that each new housing unit satisfies in Tables A and A2 as defined by the federal Department of Housing and Urban Development and the state Department of Housing and Community Development (i.e., very low, low, moderate, and above-moderate income categories). • The legislation included several new requirements that did not apply to Carlsbad and were left unreported (Tables C and E). Fiscal Analysis There are no fiscal impacts associated with this report. Next Steps Staff will provide this report to the California Office of Planning and Research, HCD, SAN DAG and the City of Carlsbad Planning Commission. Environmental Evaluation (CEQA) This report is categorically exempt from environmental review as per CEQA Guidelines Section 15306, which states that information collection activities are exempt from the provisions of CEQA. Public Notification and Outreach This item was noticed in accordance with the Ralph M. Brown Act and was available for viewing at least 72 hours prior to the meeting date. Exhibits 1. City Council Resolution 2. Report titled: Annual Housing Element Progress Report for January 2018 through December 2018 March 12, 2019 Item #10 Page 2 of 34 RESOLUTION NO. 2019-029 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, ~CCEPTING THE ANNUAL HOUSING ELEMENT PROGRESS REPORT FOR JANUARY 2018 THROUGH DECEMBER 2018 WHEREAS, the Annual Housing Element Progress Report for January 2018 through December 2018, attached hereto as Attachment A, has been prepared to comply with Government Code Section 65400(a)(2), meet the grant funding requirements of certain San Diego Association of Governments, and California Department of Housing and Community Development programs, and implement Housing Element Program 3.18. The purpose of the report is to provide information to the City Council, the State Office of Planning and Research, the State Department of Housing and Community Development, San Diego Association of Governments and the public as to the status of the Housing Element programs, as well as mark the city's progress in meeting its share of the region's housing needs. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad, California, as follows: 1. That the above recitations are true and correct. 2. That the Annual Housing Element Progress Report for January 2018 through December 2018 (Attachment A) is accepted and the City Planner is directed to submit the report to the California Office of Planning and Research, the California Department of Housing and Community Development, and the San Diego Association of Governments. PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City of Carlsbad on the 12th day of March 2019, by the following vote, to wit: AYES: Hall, Blackburn, Bhat-Patel, Schumacher, Hamilton. NOES: ABSENT: None. None. \\\\\\1111111//f//// ~,,,,,~ CAR/111❖✓• s-o,·c.,.ft~ s-A ... ·· ·····~<Sa~ J,-_,..-~· ~ \y\ ==o' \c~ \ l .. ~) ~) } ~ \~,ur.u.. .•· ~ ~ ,.. ... ' ...... '"""' ~"~1.············~,..,,-,$' ~❖11111 IFO~ \,,,,,~ l/////f//111\\\\\\\\ (SEAL) March 12, 2019 Item #10 Page 3 of 34 Jurisdiction Reporting Year Carlsbad (Jan. 1 -Dec. 2018 31) Project Identifier 1 PriorAPN+ CurrentAPN Street Address Project Name+ Summary Row: Start Data Entry Below 2163001200 ROMERIA POINTE APARTMENTS 2032600500 341 OAKAVE VILLAGE WALK CONDOS 1552512000 GOFORTH ADU 2052201600 1534 MAGNOLIA- MAGNOLIA AVE BRADY 2100640600 5264 LOS BARRY ADU ROBLES DR 2155503800 7260 MIMOSA SELHAY ADU DR 2071306000 3926 Highland MINICILLI ADU Dr 2060423500 3996 LONG PL LONG PLACE ADU 2041321700 362 WALNUT WALNUT AVE BEACH HOMES 2150505700 1781 SKIMMER SNYDER CT RESIDENCE 2042802300 438 TAMARACK TAMARACK AVE BEACH HOMES 2072301900 4810 KELLY DR WHITE ADU 2150705200 BAUM HOUSE 2031013500 2569 ROOSEVELT ROOSEVELT TOWN HOMES ST 2071013500 4901 EL MARJA ACRES CAMINO REAL 2032930600 430 CARLSBAD CARLSBAD VILLAGE DR VILLAGE CENTER Unit Types 2 3 Local Unit Category Tenure Jurisdiction (SFA,SFD,2 to R.::Renter Tracking ID+ 4,5+,ADU,MH) O=Owner SOP 2018-0004 5+ R / CT 2018-0005 5+ 0 CDP2017-0067 ADU R CT 2018-0003 SFD 0 CDP 2017-0071 ADU R CDP 2018-0001 ADU R CDP 2018-0002 ADU R CDP 2018-0006 ADU R CT 2018-0001 SFA 0 CPD 2018-0019 SFD 0 CT 2017-0007 SFD 0 CDP 2018-0023 ADU R CDP 2018-0040 SFD 0 CT 2017-0006 SFA 0 EIR 2017-0001 SFA 0 RP 16-13 5+ R ANNUAL ELEMENT PROGRESS REPORT Housing Element Implementation (CCR Title 25 §6202) Note: + Optional field Cells in grey contain auto-calculation formulas Table A Housing Development Applications Submitted Date Application Proposed Units -Affordability by Household Incomes Submitted 4 5 6 Very Low-Very Low-Moderate-Total Low-Income Low-Income Moderate-Above Date Application Income Income Non Deed Non Deed Income Deed Income Moderate-PBQPQ§ED Swbmltted Deed Deed Non Deed Unite by Restricted Restricted Restricted Restricted Restricted Restricted Income Project 7 42 1 0 0 6 313 369 3 20 . 23 10/12/2018 8 8 6/27/2018 1 1 3/13/2018 1 7 8 4/26/2018 1 1 1/23/2018 1 1 4/24/2018 1 1 4/24/2018 1 1 2/15/2018 11 11 6/14/2018 1 1 9/7/2018 5 5 3/28/2018 1 1 4/11/2018 1 1 12/6/2018 5 5 4/23/2018 4 42 250 296 12/24/2018 5 5 6/29/2017 Attachment A Total Total Approved Disapproved Streamlining Notes Units by Units by Project Project 7 8 9 10 Total Was Total DISAPPROVED APPLICATION §!J§MII!§D APPRQVEQ Units by Project Pursuant to GC Notes+ Units by (Auto-calculated project Can Be 65913.4(b)? Overwritten) (SB35 Streamlining) 39 5 0 No Currently under review 8 No 1 No 8 No .. 1 No 1 No 1 No 1 No 11 No 1 No 5 0 No 1 0 No No Currently under review No Currently under review No Currently under review 0 5 No Project denied March 12, 2019 Item #10 Page 4 of 34 Jurisdiction Reporting Year Carlsbad (Jan. 1 -Dec. 2018 31) Project Identifier 1 Street PrlorAPN' CurrentAPN Project Name' Address Summary Row: Start Data Entry Below 2100640600 5264 LOS BARRY ROBLES DR ACCESSORY DWELLING 2153203600 2812 CAZADERO Cazadero DR CONDO PROJECT 2054302100 1190 EKERLING TAMARACK ADDITION AVE 2072301900 4810 KELLY WHITE ADU DR 1552512000 2530 GOFORTH Jefferson St ADU 2031302500 988 GRAND GRAND WEST AVE 2101151000 5464 JAN CARLSBAD RESIDENCE BLVD REMODEL 2033511200 3039 JEFFERSON JEFFERSON LUXURY ST APARTMENTS 2060202400 390 JONES CHINQUAPIN RESIDENCE AVE 2042341500 155 KIM CHESTNUT RESIDENCE AVE REMODEL 2060423500 3996 LONG LONG PLACE PL ACCESSORY DWELLING UNIT 2052201500 1534 MAGNOLIA- MAGNOLIA BRADY AVE 2071306000 3926 MINICILLI HIGHLAND ADDITION DR 2030231600 221 SCHIFF NORMANDY RESIDENCE LN 2155503800 7260 SELHAY ADU MIMOSA DR 2033051000 3095 SIXON MADISON ST MADISON 2150505700 1781 SNYDER SKIMMER CT RESIDENCE 2042802300 438 TAMARACK TAMARACK BEACH AVE HOMES Table A2 ANNUAL ELEMENT PROGRESS REPORT Housing Element Implementation (CCR Title 25 §6202) Note: + Optional field Cells in grey contain auto-calculation formulas Annual Building Activity Report Summary -New Construction, Entitled, Permits and Completed Units Unit Types Affordability by Household Incomes -Completed Entitlement 2 3 4 5 6 13 Unit How many Category Tenure Very Low-Very Low- Low-Low-Moderate-Moderate-Entitlement of the units Local Above # of Units (SFA,SFD Income Income Income Income Income Income Date were Jurisdiction Moderate-issued Tracking ID' ,2to R=Renter Deed Non Deed Deed Non Deed Deed Non Deed Income Approved Entitlements Extremely 4,5+,ADU, O=Owner Restricted Restricted Restricted Restricted Restricted Restricted Low MH) Income?' 0 0 3 0 0 12 48 63 0 CDP2017-ADU R 0071 1 3/8/2018 1 MS2017-SFA 0 0003 2 3/19/2018 2 CDP2017-ADU R 0050 1 3/23/2018 1 CDP2018-ADU R 1 0023 12/24/2018 1 CDP2017-ADU R 1 0067 4/5/2018 1 CT2017-0005 SFA 0 4 5/18/2018 4 CDP2018-ADU R 0016 1 6/24/2018 1 RP150017 5+ R 2 9 1/23/2018 11 CDP2018-ADU R 0018 1 8/23/2018 1 CDP2017-ADU R 0058 1 3/28/2018 1 CDP2018-ADU R 0006 1 4/11/2018 1 CT2018-0003 SFD 0 1 7 9/10/2018 8 CDP2018-ADU R 0002 1 5/30/2018 1 CDP2017-ADU R 0010 1 3/12/2018 1 CDP2018-ADU R 1 0001 5/30/2018 1 CT2017-0004 5+ 0 6 2/27/2018 6 CDP2018-SFD 0 0019 1 11/8/2018 1 CDP2017-SFD 0 0075 3 7/18/2018 3 Housing with Financial Housing without Term of Streamlining Infill Assistance and/or Financial Affordability Demolished/Destroyed Units Notes Assistance or Deed or Deed Deed Restrictions Restrictions Restriction 14 15 16 17 18 19 20 21 For units affordable Term of Was Project Assistance wlthoutfinanclal Affordability or APPROVED Deed assistance or deed Demolished/ Programs for Deed Number of uslngGC Infill Restriction restrictions, explain Demolished Destroyed Each Restriction Demolished/ 65913.4(b)? Unite? Type how the locallty or Destroyed Units Notes• (SB 35 YIN' Development (see determined the units (years) {W Destroyed Units' Owner or Streamlining) (eee Instructions) were affordable affordable in Units' Renter• Instructions) perpelu~y enter YIN {see Instructions) 1000)' 0 10 0 0 N Developer survey N N Developer survey N Developer survey N Developer survey N 2 Demolished N Developer survey N INC N Developer survey N Developer survey N Developer survey N INC N Developer survey N Developer survey N Developer survey N N N 2 Demolished March 12, 2019 Item #10 Page 5 of 34 For units affordable Term of Unit How many Was Project Assistance without financial Affordability or Tenure Very Low-Very Low-Low-Low-Moderate-Moderate-Entitlement of the units APPRQV!;D Programs for Deed assistance or deed Deed Number of Dsmollshed/ Local Category Above # of Units uslngGC Infill Restriction restrictions, explain Demolished Destroyed Street (SFA,SFD Income Income Income Income Income Income Date were Each Restriction Demolished/ PrlorAPN+ CurrentAPN Project Name• Jurisdiction Moderate-issued 65913.4(b)? Units? Type how the locality or Destroyed Units Notes• Address ,210 R=Renter Deed Non Deed Deed Non Deed Deed Non Deed Approved Extremely Development (years) (if Destroyed Tracking 10• 4,5+,ADU, O=Owner Restricted Restricted Restricted Restricted Restricted Restricted Income Entitlements Low (SB 35 YIN+ (see (see determined the units affordable in Units• Units• Owner or MH) Income?• Streamlining) Instructions) Instructions) were affordable perpetuity enler Rentet YIN (see Instructions) 1ooor 2070731000 4056 THOMPSON CDP2017-ADU R N Developer survey SKYLINE RD GEESBREGHT 0044 1 ADU 3/5/2018 1 2030542500 2677 STATE TOWN HOUSE AMEND2017-2 lo4 0 3 1/17/2018 N ST 0015 3 2032600500 341 OAK VILLAGE PUD2018-5+ 0 4 8/15/2018 N 4 Demolished AVE WALK 0002 4 2041321700 362WALNUT WALNUT CDP2018-SFA 0 N 2 Demolished AVE BEACH 0003 HOMES 9 8/15/2018 9 March 12, 2019 Item #10 Page 6 of 34 Jurisdiction Reporting Year Carlsbad (Jan. 1 -Dec. 2018 31) Project Identifier 1 PrlorAPN' CurrentAPN Street Project Name• Address Summary Row: Start Data Entry Below 2042310600 163 ACACIA ACACIA AV ESTATES 2041111100 906 PINE AVE 906 PINE AVENUE 2041500603 3450 3450 GARFIELD GARFIELD ST STREET 2042401600 3632 GARFIELD ST 2030542500 2677 STATE TOWN HOUSE ST301 2032970600 3088 STATE STATE MIXED ST 400 USE 30 2033032109 721 GRAND GRAND AVE MADISON THE 2032021801 800 GRAND 800 GRAND AVE 101 AVENUE 2070532400 3910 MONROE ST 2030230400 250 RANCHO NORMANDY PARADISO LN 2100640600 5266 LOS ROBLES DR 2040921700 3333 3331 MADISON MADISON ST ST 2062624000 3933 SYME WALLACE DR RESIDENCE 2031100500 2712 FRANKLIN MADISON ST GUEST HOUSE 101 2054401900 1642 BRADY CIR 1552720400 2627 DAVIS AVE 1560320800 2362 CIPRIANO LN 1561643200 1207 STRATFORD LN 2052210200 3766 HIGHLAND HIGHLAND VIEW HOMES DR 2061720100 1097 VIOLA HOOVER ST RESIDENCE HOOVER STREET 2060423500 3998 LONG LONG PLACE PL ACCESSORY DWELLING UNIT Table A2 ANNUAL ELEMENT PROGRESS REPORT Housing Element Implementation (CCR Title 25 §6202) Note: + Optional field Cells in grey contain auto-calculation formulas Annual Building Activity Report Summary -New Construction, Entitled, Permits and Completed Units Unit Types Affordability by Household Incomes -Building Permits 2 3 7 8 9 13 How many Local Unit Category Tenure Very Low-Very Low-Low-Low-Moderate-Moderate-Above Building # of Units of the units Jurisdiction (SFA,SFD,2 to Income Income Income Income Income Income Moderate-Permits Issued were Tracking ID' 4,5+,ADU,MH) R=Rentar Deed Non Deed Deed Non Deed Deed Non Deed Income Date Building Extremely O=Owner Restricted Restricted Restricted Restricted Restricted Restricted Issued Permits Low Income?+ 0 0 4 1 0 28 210 243 0 2-4 0 2 23/2/2018 2-4 R 2 2 4/30/2018 2-4 0 2 2 2/14/2018 2-4 0 2 24/3/2018 2-4 0 3 3 9/26/2018 5+ 0 5 5 9/25/2018 5+ 0 11 11 3/6/2018 5+ 0 33 33 8/16/2018 ADU R 1 1 10/15/2018 ADU R 1 1 4/3/201 8 ADU R 1 1 -3/27/2018 ADU R 1 1 9/28/2018 ADU R 1 1 2/15/2018 ADU R 1 1 3/12/2018 ADU R 1 1 10/15/2018 ADU R 1 1 3/12/2018 ADU R 1 1 11/29/2018 ADU R 1 1 10/2/2018 ADU R 1 1 7/1 9/2018 ADU R 1 1 11/6/2018 ADU R 1 1 8/9/2018 Housing without Term of Housing with Financial Financial Affordability Streamlining Infill Assistance and/or Assistance or or Deed Demolished/Destroyed Units Notes Deed Restrictions Deed Restriction Restrictions 14 15 16 17 18 19 20 21 For units affordable Was Project without financial Term of APPROVED Assistance Deed assistance or deed Affordability or Demolished/ uslngGC Infill Programs for Restriction restrictions, explain Deed Number of Demolished Destroyed 66913.4(b )? Units? Each Type how the locality Restriction Demolished/ or Units Notes' (S836 YIN' Development (see determined the (years) (if Destroyed Destroyed Owner or Sfreamllnlng) (see Instructions) units were affordable in Units' Units' Renter' Instructions) affordable perpetuity enter Y/N (see instructions) 1000)' 0 4 0 0 N 2 Demolished 1 Demolished 1 Demolished Developer survey Developer survey Developer survey Developer survey Developer survey Developer survey Developer survey Developer survey Developer survey Developer survey INC Developer survey Developer survey March 12, 2019 Item #10 Page 7 of 34 For units affordable Was Project without financial Term of How many APP.ROVED Assistance Deed assistance or deed Affordability or Demolished/ Local Unit Category Tenure Very Low-Very Low-Low-Low-Moderate-Moderate-Above Building # of Units of the units 11singGC Infill Programs for Restriction restrictions, explain Deed Number of Demolished Destroyed PrlorAPN• CurrentAPN Street Project Name• Jurisdiction (SFA,SFD,2 to Income Income Income Income Income Income Moderate-Permits Issued were 661113.4(b)? Units? Each Type how the locality Restriction Demolished/ or Units Notes• Address Tracking 10• 4,5+,ADU,MH) R=Renter Deed Non Deed Deed Non Deed Deed Non Deed Income Date Building Extremely (SB 36 YIN• Development (see determined the (years) (if Destroyed Destroyed Owner or O=Owner Restricted Restricted Restricted Restricted Restricted Restricted Issued Permits Low (see unite were affordable in Units• Units• Income?• Streamlining) Instructions) instructions) affordable perpetuity enter Rentet YIN (see Instructions) 1000)' 2042341500 157 KIM ADU R Developer survey CHESTNUT RESIDENCE 1 AVE REMODEL 1 6/5/2018 1562205100 1882 ADU R INC MCCAULEY 1 LN 1 2/13/2018 1562205200 1874 ADU R INC MCCAULEY 1 LN 1 2/13/2018 2151108000 2025 CALETA ADU R 1 Developer survey CT 1 8/30/2018 2052108300 3652 ADU R Developer survey WOODLAND 1 WAY 1 12/11/2018 2550611000 3104 ADU R Developer survey SERRANO DR 1 102 1 9/14/2018 1675123500 4376 SHASTA ADU R 1 Developer survey PL2 1 6/21/2018 2060403100 832 CITRUS MC GERVEY ADU R Developer survey PL 2ND DWELLING 1 UNIT 1 4/18/2018 1673920300 2726 NAPLES ADU R Developer survey CT 102 1 1 6/8/2018 1562314500 2552 ADU R Developer survey GREGORY 1 DR 1 12/10/2018 1670531600 3357 ADU R Developer survey RIDGECREST 1 DR 1 11/2/2018 2030231600 223 SCHIFF ADU R Developer survey NORMANDY RESIDENCE 1 LN 1 10/1/2018 2231700700 7722 FAROL ADU R 1 Developer survey PL 102 1 5/3/2018 2150432100 6656 SEASCAPE ADU R INC PEREGRINE 1 PL 1 10/9/2018 2101602900 5241 EL SIEKMANN ADU ADU R 1 Developer survey ARBOLDR 1 3/21/2018 1682910600 3524 ADU R Developer survey KNOLLWOOD 1 DR 1 2/8/2018 2042703200 392 ADU R Developer survey TAMARACK 1 AVE 1 11/15/2018 2050804700 3237 MAEZEL ADU R 1 Developer survey LN 1 11/14/2018 2072301 900 4812 KELLY WHITE ADU ADU R 1 Developer survey DR 1 2/26/2018 1562310100 1289 BUENA ADU R 1 Developer survey VISTA WAY 1 7/11/2018 2132621863 6002 COLT PL UPTOWN SFA 0 101 BRESSI RANCH 5 5 11/15/2018 1670406220 3279 VESTRA BLUE SAGE SFA 0 WAY CONDOS 30 30 6/28/2018 1670404562 3131 CEJA PL AGAVE AT THE SFA 0 PRESERVE 6 3/21/2018 6 1670406252 3303 TELAGA ACACIA AT THE SFA 0 RD PRESERVES 28 8/1/2018 28 1562205200 1876 SFD 0 MCCAULEY 1 LN 1 2/13/2018 1562204900 2893 CREST SFD 0 1 DR 1 3/20/2018 1562205000 1890 SFD 0 MCCAULEY 1 LN 1 2/13/2018 2070840900 4205 SKYLINE SFD 0 1 RD 1 10/10/2018 March 12, 2019 Item #10 Page 8 of 34 For units affordable Was Project without financial Term of How many APPROVED Assistance Deed aaalstance or deed Affordablllty or Demolished/ Tenure Very Low- Very Low-Low~ Low-Moderate-Moderate-Building # of Units of the units Programs for restrictions, explain Deed Number of Demolished Local Unit Category Above uslngGC Infill RestrlcHon Destroyed Street Income Income Income Income Income Income Permits Issued were Each how tho locallty Restriction Demolished/ or PriorAPN• CurrentAPN Project Name• Jurisdiction (SFA,SFD,2 to Moderate-66913,4(b)? Units? Type Units Notes• Address Tracking ID• 4,5+,ADU,MH) R=Renter Deed Non Deed Deed Non Deed Deed Non Deed Income Date Building Extremely (SB 36 YIN• Development (see determined the (years) (if Destroyed Destroyed Owner or o .. owner Restricted Restricted Restricted Restricted Restricted Restricted Issued Permits Low (see units were affordable In Units• Units• Income?• Streamlining) lnstrucUons) Instructions) affordable perpetuity enter Rentet Y/N (see Instructions) 10oot 1670531600 3355 SFD 0 RIDGECREST 1 DR 1 11/2/2018 1562205100 1880 SFD 0 MCCAULEY 1 LN 1 2/13/2018 2052209700 3687 VALLEY SFD 0 1 ST 1 4/2/2018 2231200100 7601 7601 ROMERIA SFD 0 1 ROMERIAST ST 1 8/20/2018 2231200200 7603 7603 ROMERIA SFD 0 1 ROMERIAST ST 1 8/15/201 8 2060110800 152 SEQUOIA CARR SFD 0 AVE RESIDENCE 1 1 3/9/2018 2156110500 7184 AVIARA CSAFTIS SFD 0 1 DR RESIDENCE 1 8/2/2018 1676004200 3008 ESTERO CYPRESS AT SFD 0 RD THE 16 PRESERVE 16 8/1/2018 2052210100 3762 HIGHLAND SFD 0 HIGHLAND VIEW HOMES 4 DR 4 7/19/2018 1561426000 1610 BUENA KING SFD 0 1 VISTA WAY PROPERTY 1 7/25/2018 2231305000 3111 LOT 213 LA SFD 0 CADENCIA ST COSTA AVE 1 1 9/10/2018 1562204700 2881 CREST MILES BUENA SFD 0 3 DR VISTA 3 3/26/201 8 2061804000 4390ADAMS POLZIN SFD 0 1 ST RESIDENCE 1 817/2018 2030230400 252 RANCHO SFD 0 NORMANDY PARADISO 1 LN 1 4/3/2018 2231200300 7605 ROMERIAST SFD 0 1 ROMERIAST LOT20 1 8/20/2018 2150432100 6654 SEASCAPE SFD 0 PEREGRINE 8 PL 8 10/9/2018 2146312600 6764 TABATA RANCH SFD 0 STRAWBERR 1 Y PL 1 9/10/2018 2081910600 2538 THE BLUFFS SFD 0 GLASGOW 5 DR 5 1/3/2018 2081934200 4730 CHASE THE TERRACES SFD 0 19 CT 19 3/26/2018 2081929300 2483 THE VISTAS SFD 0 WELLSPRING 6 ST 6 2/8/2018 2061720100 1095 VIOLA SFD 0 HOOVER ST RESIDENCE 1 HOOVER STREET 1 11/6/2018 2062624000 3935 SYME WALLACE SFD 0 1 DR RESIDENCE 1 2/15/2018 1562206200 1719 BUENA YADA FARM SFD 0 1 VISTA WAY 1 12/28/2018 March 12, 2019 Item #10 Page 9 of 34 Jurisdiction Reporting Year Carlsbad 2018 (Jan. 1 -Dec. 31) Project Identifier 1 PrlorAPN• Curr.entAPN Street Address Project Name• Summary Row: Start Data Entry Below 2041101200 910 CHESTNUT AVE HARDING CHESTNUT 4 PLEX 2100640600 5266 LOS ROBLES DR 20511 22300 3329 ADAMS ST 1561100800 1287 FOREST AV 1562205100 1882 MCCAULEY LN 1562205200 1874 MCCAULEY LN 1560520400 1437 YOURELLAV 2050202900 1097 OAK AVE 2052303500 3548 VALLEY ST 2154400900 7205 OBELISCO CIR 2041720400 3445 MADISON ST 2232300300 7348 CADENCIA ST 1675111900 2640 SUTTER ST 1682910600 3524 KNOLLWOOD DR 2041720500 3449 MADISON ST 2042403000 271 JUNIPER AVE BROWN ACCESSORY DWELLING UNIT 2041211300 157 WALNUT AVE FLORA RENOVATION 20311 00500 2712 MADISON ST FRANKLIN GUEST 101 HOUSE 2031411800 2639 GARFIELD ST GARFIELD BEACH RESIDENCE 2150432500 6658 SURF CREST SEASCAPE ST 2230613300 7520 CAMINO SHELLEY MINERO PROPERTY 2101602900 5241 EL ARBOL DR SIEKMANN ADU 2146312700 6768 STRAWBERRY TABATA RANCH PL 2052209600 3685 VALLEY ST VALLEY STREET SUBDIVISION 2062624000 3933 SYME DR WALLACE RESIDENCE 2042321800 163 CHERRY AVE 167 CHERRY AVE DUPLEX 2041311706 3321 LINCOLN ST 201 WALNUT TOWNHOMES 2030543401 2503 STATE ST 2531-2589 STATE STREET 1670406118 3173 SALINA RD ACACIA AT THE PRESERVES 1670404569 3140 DEGA PL AGAVEATTHE PRESERVE TableA2 ANNUAL ELEMENT PROGRESS REPORT Housing Element Implementation (CCR TiUe 25 §6202) Note: + OpUonal field Cells in grey contain auto-calculation formulas Annual Building Activity Report Summary -New·Construction, Entitled, Permits and Completed Units Unit Types Affordability by Household Incomes -Certificates of Occupancy 2 3 10 11 12 # of Units Unit Certificates of issued Occupancy or Local Category Tenure Very Low-Very Low-Low-Low-Moderate-Moderate-Above other forms of Certificates (SFA,SFD,2 Income Income Income Income Income Income Non of Jurl•dlctlon Moderate-readiness to R=Renter Deed Non Deed Deed Non Deed Deed Deed Occupancy Tracking 10• 4,5+,ADU,M O=Owner Restricted Restricted Restricted Restricted Restricted Restricted Income (see or other H) instructions) forms of Date Issued readiness 0 0 3 1 0 21 193 218 2-4 R 3 3 1/3/2018 ADU R 1 1 9/25/2018 ADU R 1 5/2212018 1 ADU R 1 512412018 1 ADU R 1 1 91612018 ADU R 1 1 9/6/2018 ADU R 1 3/112018 1 ADU R 1 7/2/2018 1 ADU R 1 4125/2018 1 ADU R 1 1 6/1912018 ADU R 1 12/14/2018 1 ADU R 1 1 211/2018 ADU R 1 4/5/2018 1 ADU R 1 1 6/22/201 8 ADU R 1 12/17/2018 1 ADU R 1 1 3/12/201 8 ADU R 1 1 7/17/2018 ADU R 1 7/20/2018 1 ADU R 1 1/3/2018 1 ADU R 1 1 7/25/2018 ADU R 1 1 5/9/201 8 ADU R 1 7/16/2018 1 ADU R 1 7/16/2018 1 ADU R 1 2/8/2018 1 ADU R 1 1 10/23/201 8 SFA R 1 1 12/17/201 8 SFA 0 1 1 2/28/2018 SFA 0 2 5/912018 2 SFA 0 7 1116/2018 7 SFA 0 28 1/2/2018 28 Housing Housing with Financial without Term of Streamlining Infill Assistance and/or Deed Financial Affordability Demolished/Destroyed Units Notes Restrictions Assistance or or Deed Deed Restriction Restrictions 13 14 15 16 17 18 19 20 21 For units affordable without Term of How many of Was Project Assistance financial Affordability or Deed assistance or dead the units 8eeROVE!l using Infill Programs for Restriction restrictions, Deed Number of Demolished Demolished/D were GC 65913.4(b)? Each Restriction Demolished/ estroyed Units? Type explain how the or Destroyed Notes• Extremely (5835 Development (years) (ff Destroyed Units Owner Low Streamlining) YIN• (see (see locality determined affordable in Units' Units' or Renter• Income?• Y/N lnstructlonsJ Instructions) the units were perpetuity enter affordable 10oot (see instrucdons) 0 0 2 0 0 1 Demolished Developer survey Developer survey Developer survey INC INC Developer sUJvey Developer survey Developer survey Developer survey Developer survey Developer survey Developer survey Developer survey Developer survey Developer survey Developer survey Developer survey Developer survey Developer survey INC Developer survey Developer survey Developer survey Developer survey 1 Demolished March 12, 2019 Item #10 Page 10 of 34 For unlta # of UnHs affordable without Term of Unit Certificates of Issued How many of Was Project Assistance financial Affordablllty or Category Tenure Very Low-Very Low-Low-Low-Moderate-Moderate-Occupancy or Certificates the unlta APPROVED using Programs for Dead assl1tance or deed Dead Number of Demollshed/D Local Above other forms of Infill R11trlctlon restrictions, Demolished PrlorAPN• CurrentAPN Street Addres■ Project Name• Jurisdiction (SFA,SFD,2 Income Income Income Income Income Income Non Moderate-readiness of were GC 66913.4(b)? Unlta? Each Type explain how the Restrlc1ion Demolished/ or Destroyed e&troyed Notes• to R=Renter Deed Non Deed Deed Non Deed Deed Deed Occupancy Extremely (SB35 Development (years)(ff Destroyed Units Owner Tracking 10• 4,5+,ADU,M O•Owner Restricted Restricted Restricted Restricted Restricted Restricted Income (see or other Low Streamlining) Y/N+ (see (see locality determined affordable in Units• Units• or Renter+ H) Instructions) forms of Income?• Y/N instructions) Instructions) the units were perpetuity enter Date Issued affordable readiness (see Instructions) 10oor 2031100104 2672 MADISON ST BEACHWALKAT SFA 0 3 MADISON 3 1/18/2018 1670406182 3122 NALA WAY BLUE SAGE SFA 0 14 CONDOS 14 12/19/2018 2041720400 3443 MADISON ST SFD R 1 12/14/2018 1 Developer survey 2041720500 344 7 MADISON ST SFD 0 1 12/17/2018 1 2073605400 4394 YUKI LN 4394 YUKI LANE SFD 0 1 5/8/2018 1 2100330900 5070 CARLSBAD BAPTIE SFD 0 1 BLVD RESIDENCE 1 11/29/2018 2060700201 175 CHINQUAPIN AV CARLSBAD SFD 0 3 LAGOON HOMES 3 4/2/2018 2073605500 4398 YUKI LN CORBIN HOUSE SFD 0 1 6/11/2018 1 1670404600 3040 MARRON RD CYPRESS AT THE SFD 0 PRESERVE 3 12/21/2018 3 2154913600 7307 BOLERO ST DEMPSEY SFD 0 1 RESIDENCE 1 5/8/2018 2042700402 235 HEMLOCKAV GARFIELD SFD 0 CUSTOM BEACH 1 HOMES 1 1/16/2018 2145315400 1040 CAMINO DE GOLDEN SURF SFD 0 3 LASONDAS 3 9/5/2018 2152500900 2414 UNICORNIO ST HARRIS SFD 0 1 RESIDENCE 1 11/13/2018 2071307700 3981 JAMES DR HIGHLAND JAMES SFD 0 3 3 6/5/2018 2061203900 1079 CHINQUAPIN HOENIG SFD 0 1 AVE RESIDENCE 1 4/13/2018 1562204700 2881 CREST DR MILES BUENA SFD 0 8 VISTA 8 11/9/2018 2070615400 4015 SUNNYHILL DR SEARS SFD 0 1 RESIDENCE 1 7/10/2018 2150432300 6651 SURF CREST SEASCAPE SFD 0 3 ST 3 7/2/2018 2230614200 7507 PASEO SHELLEY SFD 0 1 CRISTAL PROPERTY 1 5/3/2018 2146312700 6768 STRAWBERRY TABATA RANCH SFD 0 3 PL 3 7/16/2018 2081910500 2542 GLASGOW DR THE BLUFFS SFD 0 13 13 617/2018 2081924300 4836 ROBERTSON THE RIDGE SFD 0 12 RD 12 4/3/2018 2081944700 4743 CRESPI CT THE TERRACES SFD 0 40 8/21/2018 40 2081915000 2523 WELLSPRING THE VISTAS SFD 0 31 ST 31 5/24/2018 2052209700 3683 VALLEY ST VALLEY STREET SFD 0 1 SUBDIVISION 1 2/8/2018 2062624000 3935 SYME DR WALLACE SFD 0 1 RESIDENCE 1 10/23/2018 March 12, 2019 Item #10 Page 11 of 34 Jurisdiction Carlsbad Reporting Year 2018 (Jan. 1 -Dec. 31) 1 Income Level RHNA Allocation 2013 by Income Level Deed Restricted 35 912 Very Low Non-Deed Restricted 0 Deed Restricted 27 693 Low Non-Deed Restricted 2 Deed Restricted 1062 0 Moderate Non-Deed Restricted 104 Above Moderate 2332 1136 TotalRHNA 4999 Total Units 44 1304 ANNUAL ELEMENT PROGRESS REPORT Housing Element Implementation (CCR Title 25 §6202) This table is auto-populated once you enter your jurisdiction name and current year data. Past year information comes from previous APRs. Please contact HCD if your data is different than the material supplied here Table B ReQional HousinCI Needs Allocation Proaress Permitted Units Issued bv Affordabilitv 2 3 Total Units to 2014 2015 2016 2017 2018 2019 2020 2021 Date (all years) 0 7 0 0 0 0 0 42 0 0 0 0 0 0 0 0 6 9 163 8 4 0 0 0 223 1 0 0 2 1 0 0 0 0 0 0 0 0 0 0 0 257 13 20 74 18 28 0 0 0 235 200 439 624 210 0 0 0 2844 255 229 683 652 243 0 0 0 3366 Note: units serving extremely low-income households are included in the very low-income permitted units totals Cells in grey contain auto-calculation formulas 4 Total Remaining RHNAby Income Level 870 470 805 0 2145 March 12, 2019 Item #10 Page 12 of 34 Jurisdiction Carlsbad !Reporting (Jan. 1 - Year 2018 Dec. 31) Project Identifier Date of Rezone 1 2 street Project Local Date of APN Jurisdiction Address Name• Tracking ID• Rezone Summary Row: Start Data Entry Below ANNUAL ELEMENT PROGRESS REPORT Housing Element Implementation (CCR Title 25 §6202) Note:+ Optional field Cells in grey contain auto-calculation formulas Table C Sites Identified or Rezoned to Accommodate Shortfall HousinCI Need Affordability by Household Income Type of Sites Description Shortfall 3 4 5 6 7 8 9 10 Very-Low Low-Moderate Above Typeof Pan:elSJze General Plan MinimUm Maximum Realistic Vacant/N Moder.de-Shorlfall ZOnlng Density Denst"ly Income Income Income Income (Awes) Designation AllcMed Allowed Qar,acify onvacant 0 0 0 0 0 0 No Data to Report 11 Desi:riptign9f ~Uses March 12, 2019 Item #10 Page 13 of 34 Jurisdiction Reporting Year ANNUAL ELEMENT PROGRESS REPORT Housing Element Implementation (CCR Title 25 §6202) Carlsbad 2018 (Jan. 1 - Dec. 31) Table D Program Implementation Status pursuant to GC Section 65583 Housing Programs Progress Report ----- Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the housing element. 1 2 3 4 Name of Program Objective Timeframe Status of Program Implementation in H.E The city will continue to discourage and/or restrict condominium conversions when such conversions would reduce the number of low or moderate income The city considers condominium conversions on a case by case basis. In 2018, there Condominium housing units available throughout the city. All condominium conversions Ongoing were no condominium conversions approved. Consistent with lnclusionary Housing Conversion are subject to the city's lnclusionary Housing Ordinance; the in-lieu fees or Ordinance, the project conditions of approval require the payment of a housing in-lieu actual affordable units required by the ordinance would be used to mitigate fee. the loss of affordable rental units from the city's housing stock. The city will continue to implement the city's Residential Mobile Home Park zoning ordinance (Municipal Code Chapter 21.37) that sets conditions on Mobile Home Park changes of use or conversions of mobile home parks, consistent with The city continues to implement the mobile home zoning ordinance. No applications for Preservation Government Code Section 66427.5. Ongoing change in use or conversion of a mobile home park were received in 2018. The city will also assist lower income tenants of mobile home parks to research the financial feasibility of purchasing their mobile home parks so as to maintain the rents at levels affordable to its tenants. March 12, 2019 Item #10 Page 14 of 34 Housing Programs Progress Report Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the housing element. 1 Name of Program Acquisition/ Rehabilitation of Rental Housing Rehabilitation of Owner-Occupied Housing Preservation of At- Risk Housing 2 Objective The city will continue to provide assistance on a case-by-case basis to preserve the existing stock of lower and moderate income rental housing, including: • Provide loans, grants, and/or rebates to owners of rental properties to make needed repairs and rehabilitation. • As financially feasible, acquire and rehabilitate rental housing that is substandard, deteriorating or in danger of being demolished. Set-aside at least 20 percent of the rehabilitated units for extremely-and/or very low income households. • As appropriate and determined by City Council, provide deferral or subsidy of planning and building fees, and priority processing. Priority will be given to repair and rehabilitation of housing identified by the city's Building Division as being substandard or deteriorating, and which houses lower income and in some cases moderate income households. As the housing stock ages, the need for rehabilitation assistance may increase. The city will provide assistance to homeowners to rehabilitate deteriorating housing. Eligible activities under this program include such things as repairing faulty plumbing and electrical systems, replacing broken 3 Timeframe inH.E_ Ongoing 4 Status of Program Implementation Requests for acquisition/rehabilitation of rental properties are considered on a case by case basis. In Spring of 2018, the City Council approved a resolution to utilize CDBG Program Income and all undesignated funds towards the purchase of existing affordable housing units in Carlsbad. In July 2018, the city purchased the first unit with these funds in the Mulberry community of Bressi Ranch. windows, repairing termite and dry-rot damage, and installing home I Ongoing The city has implemented a Minor Home Repair Grant Program for low-income owner- occupied properties that provides loans of up to $5,000, which are forgiven after five years. In 2018, the city did not enter into any new agreements with residents for minor repairs. weatherization improvements. Assistance may include financial incentives in the form of low interest and deferred payment loans, and rebates. Households targeted for assistance include lower-income and special needs (disabled, large, and senior) households. One project within the city-Santa Fe Ranch Apartments-may be considered as at risk if the owner pays off bonds early. While this is unlikely since the current income at affordable levels is not substantially lower than the potential income at market rates, the city will nonetheless monitor its status. Through monitoring, the city will ensure tenants receive proper notification of any changes. The city will also contact nonprofit housing developers to solicit interest in acquiring and managing the property in the event this or any similar project becomes at risk of converting to market rate. C I t d . In 2016, the property owners of the Santa Fe Ranch Apartments paid off the bonds, 2i:p e e in I removing the affordability provisions. Given that there are no more "at risk" housing units in the city, this program is considered to be completed. March 12, 2019 Item #10 Page 15 of 34 - - Housing Programs Progress Report Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the housing element. 1 2 3 4 Name of Program Objective Timeframe Status of Program Implementation in H.E The city reviews residential development applications for compliance with meeting the The city will continue to monitor the absorption of residential acreage in all minimum densities on which the city relies to meet its share of regional housing needs. Consistent with state law and the city's land use policies, the city shall not approve densities and, if needed, recommend the creation of additional residential applications below the minimum densities established in the Housing Element unless it acreage at densities sufficient to meet the city's housing need for current and future residents. Any such actions shall be undertaken only where makes the following findings: consistent with the Growth Management Plan. a. The reduction is consistent with the adopted general plan, including the housing The analysis in Section 10.3 (Resources Available) identifies examples of element. b. The remaining sites identified in the housing element are adequate to accommodate Adequate Sites to how housing has been built on very small sites, such as in the Village and the city's share of the regional housing need pursuant to Government Code Section Accommodate the Barrio. However, to expand opportunities for additional affordable housing, Ongoing RHNA the city will encourage the consolidation of small parcels in order to facilitate 65584. larger-scale developments that are compatible with existing neighborhoods. The city continues to make available an inventory of vacant and underutilized properties Specifically, the city will continue to make available an inventory of vacant and works with interested developers on infill and redevelopment opportunities. and underutilized properties to interested developers, market infill and redevelopment opportunities throughout the city, including the Village and In July 2017, the City Council approved SDP 15-18-Pacific Wind, which proposed to Barrio, and meet with developers to identify and discuss potential project demolish 44 duplex units, consolidate the lots and construct a 93-unit apartment project sites. that would be 100% affordable.A lawsuit was filed on the project after it was approved, and in 2018 a settlement was finalized which reduced the project from 93 to 87 units. Relocation assistance will be provided to existing tenants of the duplexes. The city considers density increases, waivers and modifications to development The Planning Division, in its review of development applications, may standards to assist in the development of affordable housing on a case by case basis. recommend waiving or modifying certain development standards, or propose Flexibility in changes to the Municipal Code to encourage the development of low and In 2018, the following projects were reviewed or approved and included density Development moderate income housing. The city offers offsets to assist in the Ongoing increases and/or modifications to development standards: Standards development of affordable housing citywide. Offsets include concessions or assistance including, but not limited to, direct financial assistance, density • The city is currently reviewing the EIR 2018-0001 -Aviara Apartments, which is increases, standards modifications, or any other financial, land use, or proposing a density increase of 105 units above the General Plan allocation of 224 regulatory concession that would result in an identifiable cost reduction. units, for a total of 329 units. The project is currently proposing 82 affordable units, which exceeds the requirements of the lnclusionary Housing ordinance. March 12, 2019 Item #10 Page 16 of 34 ---- Housing Programs Progress Report Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing 3$ identified in the hQusing element. 1 2 3 4 Name of Program Objective Timeframe Status of Program Implementation inH.E The city considers mixed use developments on a case by case basis. The following mixed-use projects were reviewed or approved in the Village area in 2018: • The city approved an application for RP 2016-0001 -Townhouse, which proposed three residential condos and 6,652 sf of office space. • The city approved RP 2017-0009 -Six on Madison, which proposes six residential units and 1,000 sf of commercial space. The city will encourage mixed-use developments that include a residential Outside of the Village area, the following mixed-use projects were under review or Mixed Use component. Major commercial centers should incorporate, where Ongoing appropriate, mixed commercial/residential uses. approved in 2018: • A development application for MP 2016-0001 -Ponto Beachfront was under review for 137 condos and 18,000 sf of commercial/restaurant uses. • The city reviewed an application for SP 16-03 -Marja Acres, which proposes 253 townhomes, 46 senior affordable apartments, and 9,700 sf of commercial space. • The city received an application for EIR 201 8-0004 North County Plaza, which proposes to redevelop an existing shopping center by demolishing a portion of the center (approx. 40,000 sf of commercial space) and adding 272 apartment units, resulting in a mixed use site. March 12, 2019 Item #10 Page 17 of 34 Housing Programs Progress Report Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the housing element. 1 Name of Program Energy Conservation 2 Objective The city has established requirements, programs, and actions to improve household energy efficiency, promote sustainability, and lower utility costs. The city shall enforce state requirements for energy conservation, including the latest green building standards, and promote and participate in regional water conservation and recycling programs. • Create a coordinated energy conservation strategy, including strategies for residential uses, as part of a citywide Climate Action Plan. • In the Village, encourage energy conservation and higher density development by the modification of development standards (e.g. parking standards, building setbacks, height, and increased density) as necessary to: -Enable developments to qualify for silver level or higher LEED (Leadership in Energy and Environmental Design) Certification, or a comparable green building rating, and to maintain the financial feasibility of the development with such certification. -Achieve densities at or above the minimum required if the applicant can provide acceptable evidence that application of the development standards precludes development at such densities. • Facilitate resource conservation for all households by making available, through a competitive process, CDBG funds to non-profit organizations that could use such funds to replace windows, plumbing fixtures, and other physical improvements in lower-income neighborhoods, shelters, and transitional housing. • Encourage infill development in urbanized areas, particularly in the Village and Barrio, through implementation of the Village Master Plan and Design Manual and the allowed density ranges in the Barrio. 3 Timeframe inH.E Ongoing 4 Status of Program Implementation The city continues to implement its 2015-adopted Climate Action Plan (CAP). In 2018, the city prepared draft ordinances identified in the CAP to promote energy efficiency and renewable energy use in new residential construction and in existing development undergoing major upgrades. The ordinances will be circulated for public review and comment, and presented to the City Council for adoption in early 2019. In 2018, the California Building Standards Commission approved amendments to the California Energy Code requiring installation of photovoltaic systems in all new low-rise residential construction, beginning in January 2020. Carlsbad will enforce the new Energy Code requirement at that time. In 2018, 926 building permits for photovoltaic panels on residential structures were completed. In 2018, the city continued to implement the 2016 Building Energy Efficiency Standards as established by the CEC. In 2018, the city reviewed and approved several infill projects in the Village and Barrio areas (see comments in Programs 2.1 through 2.3 above.) March 12, 2019 Item #10 Page 18 of 34 Housing Programs Progress Report Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development Qf hOU$ing ;;!$ iden~ in the houl;lin9 element. 1 Name of Program lnclusionary Housing Ordinance Excess Dwelling Units 2 Objective The city will continue to implement its lnclusionary Housing Ordinance, which requires a minimum of 15 percent of all ownership and qualifying rental residential projects of seven or more units be restricted and affordable to lower income households. This program requires an agreement between all residential developers subject to this inclusionary requirement and the city which stipulates: • The number of required lower income inclusionary units; • The designated sites for the location of the units; • A phasing schedule for production of the units; and • The term of affordability for the units. For all ownership and qualifying rental projects of fewer than seven units, payment of a fee in lieu of inclusionary units is permitted. The fee is based on a detailed study that calculated the difference in cost to produce a market rate rental unit versus a lower-income affordable unit. As of 2013, the in-lieu fee per market-rate dwelling unit was $4,515. The fee amount may be modified by the City Council from time-to-time and is collected at the time of building permit issuance for the market rate units. The city will continue to utilize inclusionary in-lieu fees collected to assist in the development of affordable units. The city will apply lnclusionary Housing Ordinance requirements to rental projects if the project developer agrees by contract to limit rent as consideration for a "direct financial contribution" or other form of assistance specified in density bonus law; or if the project is at a density that exceeds the applicable GMCP density, thus requiring the use of "excess dwelling units," as described in Section 10.3 (Resources Available). Pursuant to City Council Policy Statement 43, the city will continue to utilize "excess dwelling units," described in Section 10.3 (Resources Available), for the purpose of enabling density transfers, density increases/bonuses and General Plan amendments to increase allowed density. Based on analysis conducted in Section 10.4 (Constraints and Mitigating Opportunities), the city can accommodate its 2010-2020 RHNA without the need to utilize excess dwelling units to accommodate the RHNA at each household income level. 3 Timeframe in H.E Ongoing Ongoing 4 Status of Program Implementation The city continues to explore potential adoption of a housing impact fee for development of rental units if affordable units are not included in a development. The city continues to implement its lnclusionary Housing Ordinance. In 2018, building permits were issued for four dwelling units that were required to be affordable through lnclusionary requirements for the following projects: • CT 16-04 -Highland View Homes -one low income accessory dwelling unit • CT 05-18 -Seascape -one low income accessory dwelling unit • CT 14-04 -Miles Buena Vista/Lanai II -two low income accessory dwelling Work continued on significant affordable housing projects that began construction in 2016: • Construction was completed for the 101 unit low income senior apartments (Portola Senior Apartments) and 56 moderate income apartments (Montecito Apartments) in Robertson Ranch West Village Master Plan. In addition, building permits were issued for the following projects in 2018 that were required to purchase lnclusionary Housing credits at existing affordable apartments: • CT 15-04A -The Grand Madison -two credits • CT 16-19-800 Grand Avenue -six credits In 2018 the in-lieu fee per market rate dwelling unit remained at $4,515. Through its continued implementation of the Growth Management Plan, the city tracks development and the Excess Dwelling Unit Bank in its monthly Development Monitoring Report. As of December 2018, the excess unit balance was 571 dwelling units inside the Village and 411 units outside of the Village. These units are available for qualifying projects, which include affordable housing and density bonuses. March 12, 2019 Item #10 Page 19 of 34 Housing Programs Progress Report Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the housing element. Name of Program Density Bonus City-Initiated Development 2 Objective Consistent with state law (Government Code sections 65913.4 and 65915). the city continues to offer residential density bonuses as a means of encouraging affordable housing development. In exchange for setting aside a portion of the development as units affordable to lower and moderate income households, the city will grant a density bonus over the otherwise allowed maximum density, and up to three financial incentives or regulatory concessions. These units must remain affordable for a period of no less than 30 years and each project must enter into an agreement with the city to be monitored by the Housing and Neighborhood Services Division for compliance. The density bonus increases with the proportion of affordable units set aside and the depth of affordability (e.g. very low income versus low income, or moderate income). The maximum density bonus a developer can receive is 35 percent when a project provides 11 percent of the units for very low income households, 20 percent for low income households, or 40 percent for moderate income households. Financial incentives and regulatory concessions may include but are not limited to: fee waivers, reduction or waiver of development standards, in-kind infrastructure improvements, an additional density bonus above the requirement, mixed use development, or other financial contributions. The city is currently amending its density bonus regulations (Municipal Code Chapter 21.86) to ensure consistency with recent changes to state density bonus law. The city, through the Housing and Neighborhood Services Division, will continue to work with private developers (both for-profit and non-profit) to create housing opportunities for low, very low and extremely low income households. 3 Timeframe in H.E Ongoing Ongoing 4 Status of Program Implementation The city continues to make available density bonuses in compliance with state density bonus law (SDBL). In 2018, the city received three SDBL applications: • SOP 2018-0001 Marja Acres, which proposes 243 townhomes, 46 affordable senior apartments and 9,700 sf of commercial space. • SOP 2018-0004 Romeria Pointe Apartments, which proposes 3 very low units and 20 market rate units. • EIR 2018-0004 North County Plaza, which proposes to redevelop an existing shopping center by demolishing a portion of the center (approx. 40,000 sf of commercial space) and adding 272 apartment units, resulting in a mixed use site. The city also offers density increases through its inclusionary housing program as provided for in Municipal Code Chapter 21.85, see Program 2.2 -Flexibility in Development Standards. The city's density bonus regulations (Municipal Code Chapter 21.86) have been amended consistent with AB 744. Additional revisions are being prepared for consistency with state law changes through 2018. The city continues to provide information and work with developers to assist them in creating additional housing opportunities for lower income households. March 12, 2019 Item #10 Page 20 of 34 Housing Programs Progress Report Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the housing element. 1 Name of Program Affordable Housing Incentives Land Banking 2 Objective The city will consider using Housing Trust Funds on a case-by-case basis to offer a number of incentives to facilitate affordable housing development. Incentives may include: • Payment of public facility fees; • In-kind infrastructure improvements, including but not limited to street 3 Timeframe in H.E improvements, sewer improvements, other infrastructure improvements as !Ongoing needed; • Priority processing, including accelerated plan-check process, for projects that do not require extensive engineering or environmental review; and • Discretionary consideration of density increases above the maximum permitted by the General Plan through review and approval of a site development plan (SOP). The city will continue to implement a land banking program to acquire land suitable for development of housing affordable to lower and moderate income households. The land bank may accept contributions of land in-lieu of housing production required under an inclusionary requirement, surplus land from the city or other public entities, and land otherwise acquired by the city for its housing programs. This land would be used to reduce the land costs of producing lower and moderate income housing by the city or other parties. I Ongoing The city has identified a list of nonprofit developers active in the region. When a city-owned or acquired property is available, the city will solicit the participation of these nonprofits to develop affordable housing. Affordable housing funds will be made available to facilitate development and the city will assist in the entitlement process. 4 Status of Program Implementation The city continues to offer incentives to facilitate affordable housing, including those listed in Program 2.2 above and Program 3.5. The city continues to implement a land banking program to acquire land suitable for development of housing affordable to lower and moderate income households. In 2018, there were no offers to donate land for affordable housing. March 12, 2019 Item #10 Page 21 of 34 "------ Housing Programs Progress Report Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the hQUiing element. 1 2 3 4 Name of Program Objective Timeframe S1atu$ Qf Program lmplement@tion inH.E The city will continue to maintain the Housing Trust Fund for the fiduciary administration of monies dedicated to the development, preservation and rehabilitation of affordable housing in Carlsbad. The Housing Trust Fund will be the repository of all collected in-lieu fees, impact fees, housing credits, The city continues to maintain the Housing Trust Fund, which had an available balance loan repayments, and related revenues targeted for proposed housing as of approximately $15.8 million as of December 31, 2018. Housing Trust Fund well as other local, state and federal funds. Ongoing The city will explore additional revenue opportunities to contribute to the In 2018, the city did not approve any requests for Housing Trust Fund money Housing Trust Fund, particularly, the feasibility of a housing impact fee to generate affordable rental units when affordable units are not included in a rental development. Section 8 Housing The Carlsbad Housing Authority will continue to administer the city's Section The Housing Authority continues to operate Section 8 Housing Choice Voucher Choice Vouchers 8 Housing Choice Voucher program to provide rental assistance to very low Ongoing Program. The $6.1 million federally funded program assisted approximately 600 income households. households in 2018. The city participates in the San Diego Regional Mortgage Credit Certificate (MCC) Program. By obtaining a MCC during escrow, a qualified homebuyer Mortgage Credit can qualify for an increased loan amount. The MCC entitles the homebuyer Ongoing The city continues to participate in the MCC Program, however, no certificates were Certificates to take a federal income tax credit of 20 percent of the annual interest paid issued in 2018. on the mortgage. This credit reduces the federal income taxes of the buyer, resulting in an increase in the buyer's net earnings. The city will continue to encourage a wide variety of senior housing The city continues to encourage senior housing opportunities through financial opportunities, especially for lower-income seniors with special needs, assistance and regulatory incentives. through the provision of financial assistance and regulatory incentives as In 2018, progress was made on the following senior housing projects: specified in the city's Housing for Senior Citizens Ordinance (Municipal Code Chapter 21 .84). Projects assisted with these incentives will be subjected to • The Cannon Road Senior Housing project (MP 02-03(H)/ SOP 15-19), for which the the monitoring and reporting requirements to assure compliance with approved project conditions. city issued grading permits in April 2018, and building permits are currently under Senior Housing Ongoing review. The project proposes to construct a 98 unit senior apartment, of which 20 units In addition, the city has sought and been granted California Constitution will be restricted to low income residents. Article 34 authority by its voters to produce up to 200 senior-only, low-• As part of the inclusionary requirement for the Robertson Ranch West Village Master income restricted housing units. The city would need to access its Article 34 Plan, construction was completed for the 101 unit Portola Senior Apartments. The authority only when it provides financial assistance and regulates more than project includes one and two bedroom units that are restricted to 70 percent of AMI, and 51 percent of the development. is now open and completely leased up. • The city reviewed an application for SP 16-03 -Marja Acres, which proposes 46 senior affordable apartments as part of a mixed use project. March 12, 2019 Item #10 Page 22 of 34 Housing Programs Progress Report Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the housing element. 1 Name of Program Housing for Persons with Disabilities Housing for Large Families Housing for the Homeless 2 Objective The city has an adopted ordinance to provide individuals with disabilities "reasonable accommodation" in land use, zoning and building regulations. This ordinance seeks to provide equal opportunity in the development and use of housing for people with disabilities through flexibility in regulations and the waiver of certain requirements in order to eliminate barriers to fulfilling this objective. The city will continue to evaluate the success of this measure and adjust the ordinance as needed to ensure that it is effective. Moreover, the city will seek to increase the availability of housing and supportive services to the most vulnerable population groups, including people with disabilities through state and federal funding sources, such as HUD's Section 811 program and CDBG funding. In those developments that are required to include 10 or more units affordable to lower-income households, at least 10 percent of the lower income units should have three or more bedrooms. This requirement does not pertain to lower-income senior housing projects. Carlsbad will continue to facilitate and assist with the acquisition, for lease or sale, and development of suitable sites for emergency shelters and transitional housing for the homeless population. This facilitation and assistance will include: • Participating in a regional or sub-regional summit(s) including decision- makers from north San Diego County jurisdictions and SAN DAG for the purposes of coordinating efforts and resources to address homelessness; • Assisting local non-profits and charitable organizations in securing state and federal funding for the acquisition, construction and management of shelters; and • Continuing to provide funding for local and sub-regional homeless service providers that operate temporary and emergency shelters. 3 Timeframe in H.E Ongoing Ongoing Ongoing 4 Status of Program Implementation The city continues to consider requests for "reasonable accommodation" in land use, zoning and building regulations on a case by case basis. No reasonable accommodation requests were approved in 2018. The city continues to implement this program as part of its inclusionary housing ordinance. In 2018, no permits were issued for three-bedroom affordable units. • Solutions for Change continues to operate a 16-unit apartment complex that provides permanent affordable housing opportunities for homeless families who have graduated from the Solutions University. In 2015, the property was acquired (with financial help from the city) and families began moving into the property. • Catholic Charities continues to operate the La Posada de Guadalupe emergency shelter, of which a portion of the facility (50 beds) is devoted to serving homeless men. • The city continues to implement the Homeless Response Plan, which has established key principles and system responses that the city employs to address the community impacts of homelessness. The plan provides strategies to: 1. Prevent, reduce and manage homelessness in Carlsbad; 2. Support and build capacity within the city and community to address homelessness; 3. Encourage collaboration within the city, community partnerships and residents; and 4. Retain, protect and increase the supply of housing. • In 2018, a Housing Set-Aside pilot program was launched at an existing affordable community whereby ten (10) units were set-aside specifically for formerly homeless residents. Staff has identified and successfully transitioned six (6) individuals into permanent housing. March 12, 2019 Item #10 Page 23 of 34 -------- Housing Programs Progress Report Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in th!; h1;>U§in9 elemem. -------· 1 2 3 4 -· ---Timeframe Name of Program Objective in H.e Status of frf)gram !mpl~en~Qn Supportive Services The city will continue to provide CDBG funds to community, social welfare, for Homeless and non-profit and other charitable groups that provide services for those with During the 2017-2018 CDBG program year, the city allocated $67,165 in funding Special Needs special needs in the north San Diego County area. Furthermore, the city will Ongoing assistance to five social service providers in North County which provide shelters and Groups work with agencies and organizations that receive CDBG funds to offer a city support services for the homeless community. referral service for homeless shelter and other supportive services. The city continues to implement the Accessory Dwelling Unit (ADU) Ordinance and consider alternative types of housing. In 2018, building permits were issued for 33 ADUs. In September 2017, the city amended its zoning regulations for ADUs to address The city will continue to implement its Second Dwelling Unit Ordinance changes in state law made by AB 2299 and SB 1069. The amendment was approved by the California Coastal Commission with suggested modifications in December 2017, Alternative Housing (Section 21.10.015 of the Carlsbad Municipal Code) and will continue to Ongoing which the city council adopted in Jan. 2018. The suggested modifications included support alternative types of housing, such as hotels and managed living amendments that made the city compliant with AB 494 and SB 229 (accessory dwelling units to accommodate extremely-low income households. unit "clean-up" bills). The city is pursuing an opportunity with a local San Diego based non-profit organization to administer a home share program as an alternative housing option. Staff anticipates the launch of that program to be in January 2019. The city will assure that information on the availability of assisted or below- Military and Student market housing is provided to all lower-income and special needs groups. The city provides information on assisted and below market housing to individuals and The Housing and Neighborhood Services Division will provide information to Ongoing Referrals local military and student housing offices of the availability of low-income groups needing that information. housing in Carlsbad. March 12, 2019 Item #10 Page 24 of 34 ------- Housing Programs Progress Report Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the housing element. 1 2 3 4 Name of Program Objective Timeframe Status of Program Implementation in H.E As a function of the building permit process, the city will monitor and record Coastal Zone housing data including, but not limited to, the following: 1. In 2018, building permits were issued for 38 dwelling units in the Coastal Zone: 1. The number of housing units approved for construction, conversion or demolition within the coastal zone after January 1, 1982. • Three 2-4 unit structures 2. The number of housing units for persons and families of low or moderate • 13 accessory dwelling units income, as defined in Section 50093 of the Health and Safety Code, required • 19 single family detached dwellings to be provided in new housing developments within the coastal zone. Coastal Housing 3. The number of existing residential dwelling units occupied by persons and Ongoing 2. In 2017, building permits were issued for two accessory dwelling units that were Monitoring families of low or moderate income that are authorized to be demolished or required to be affordable at the low income level through the lnclusionary Housing converted in the coastal zone pursuant to Section 65590 of the Government Ordinance (as a part of the CT 05-18 -Seascape and 16-04 -Highland View Homes Code. projects). Though not required to be affordable, building permits were also issued for 4. The number of residential dwelling units occupied by persons and families 11 accessory dwelling units at the low and moderate income levels. For more of low or moderate income, as defined in Section 50093 of the Health and information, see Program 3.1 -lnclusionary Housing Ordinance. Safety Code that are required for replacement or authorized to be converted 3. None. or demolished as identified above. The location of the replacement units, 4. None. either onsite, elsewhere within the city's coastal zone, or within three miles of the coastal zone in the city, shall be designated in the review. March 12, 2019 Item #10 Page 25 of 34 Housing Programs Progress Report Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the housing element. 1 Name of Program Housing Element Annual Progress Report and Mid- Planning Period Housing Element Update 2 Objective First, to retain the Housing Element as a viable policy document, the Planning Division will review the Housing Element annually and schedule an amendment if necessary. As required by state law, city staff will prepare and submit annual progress reports to the City Council, SANDAG, and California Department of Housing and Community Development (HCD). Second, Senate Bill 575 requires that a jurisdiction revise its housing element every four years, unless ii meets both of the following criteria: (1) the jurisdiction adopted the fourth revision of the element no later than March 31 , 201 O; and (2) the jurisdiction completed any rezoning contained in the element by June 30, 2010. While implementation of the city's 2005-2010 Housing Element satisfied the first criterion, it did not meet the second. Although rezoning was completed before the end of the extended Housing Element period (April 30, 2013) to satisfy the adequate sites program, ii was not completed in time to meet the SB 575 requirement. The city will build on the annual review process to develop a mid-planning period (four-year) Housing Element update that includes the following: • Review program implementation and revision of programs and policies, as needed; • Analysis of progress in meeting the RHNA and updates to the sites inventory as needed; • Outcomes from a study session that will be held with the Planning Commission to discuss mid-period accomplishments and take public comment on the progress of implementation. The city will invite service providers and housing developers to participate. 3 Timeframe inH.E Ongoing 4 Status of Program Implementation The city will continue its annual reporting. During 2016, the city completed a draft mid-planning period update for the Housing Element, held a public meeting with the city Housing Commission, took public comment and submitted the draft for HCD review. On December 20, 2016, HCD issued a letter stating that the draft meets the statutory requirements of State housing element law. The Housing Element update was adopted by the City Council in March 2017. March 12, 2019 Item #10 Page 26 of 34 ------" - Housing Programs Progl'e$5 Report Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of hol.l§ing a§ id!;lntified in thi hQY~in9 elem(;lnt. -. --1 2 3 4 ------·----Timeframe Name of Program Objective inH.E Status of Program Implementation With assistance from outside fair housing agencies, the city will continue to offer fair housing services to its residents and property owners. Services include: With the assistance of the COBG grant, the city contracts with the Legal Aid Society of • Distributing educational materials to property owners, apartment managers, San Diego (LASSO), a non-profit organization dedicated to serving the needs of our and tenants; community, to provide their services to Carlsbad residents and property owners. Fair Housing Services • Making public announcements via different media (e.g. newspaper ads and Ongoing LASSO serves as advocates for fair housing and mediating tenanVlandlord issues. Through the Fair Housing Initiatives Program, LASSO assists clients with potential public service announcements at local radio and television channels); discrimination claims and will provide guidance on fair housing laws. Annually, • Conducting public presentations with different community groups; residents are invited to call LASSO at no charge and receive assistance. • Monitoring and responding to complaints of discrimination (i.e. intaking, investigation of complaints, and resolution); and • Referring services to appropriate agencies. March 12, 2019 Item #10 Page 27 of 34 Jurisdiction I Reporting Period APN Carlsbad 2018 Street Address (Jan. 1 -Dec. 31) Project Identifier 1 Project Name• Summary Row: Start Data Entry Below ANNUAL ELEMENT PROGRESS REPORT Housing Element Implementation (CCR Title 25 §6202) Table E Note: + Optional field Cells in gret contain auto-calculation formulas Commercial Development Bonus Approved pursuant to GC Section 65915.7 Units Constructed as Part of Agreement Description of Commercial Development Bonus 2 3 Local Jurisdiction Very Low Low Moderate Above Moderate Description of Commercial Tracking 10• Income Income Income lncome4 Development Bonus 0 0 0 0 0 No Data to Report Commercial Development Bonus Date Approved 4 Commen::i@I !:;>evelopment Sonus Date Appn;,ved March 12, 2019 Item #10 Page 28 of 34 Jurisdiction Carlsbad Reporting Year 2018 (Jan . 1 -Dec. 31) Permitted Units Issued by Affordability Summary Income Level Current Year Deed Restricted 0 Very Low Non-Deed Restricted 0 Deed Restricted 3 Low Non-Deed Restricted 0 Deed Restricted 0 Moderate Non-Deed Restricted 12 Above Moderate 48 Total Units 44 63 Note: units serving extremely low-income households are included in the very low-income permitted units totals Entitlement Summary Total Housing Applications Submitted: 0 Number of Proposed Units in All Applications Received: 369 Total Housing Units Approved: 39 Total Housing Units Disapproved: 5 Use of SB 35 Streamlining Provisions Number of Applications for Streamlining 0 Number of Streamlining Applications Approved 0 Total Developments Approved with Streamlining 0 Total Units Constructed with Streamlining 0 Units Constructed -SB 35 Streamlining Permits Income Rental Ownership Total Very Low 0 0 0 Low 0 0 0 Moderate 0 0 0 Above Moderate 0 0 0 Total 0 0 0 Cells in grey contain auto-calculation formulas March 12, 2019 Item #10 Page 30 of 34 ANNUAL HOUSING ELEMENT PROGRESS REPORT Appendix A -Description of terms and methods JANUARY 2018 THROUGH DECEMBER 2018 Regional Housing Needs -The determination of housing need for Carlsbad and all other jurisdictions in California is derived from the Regional Housing Needs Assessment (RHNA) prepared by the local regional councils of government (SANDAG) before the beginning of each housing cycle. Based upon these assessments of need, the local jurisdictions are required to adopt housing objectives in the housing elements of their general plans. A regional assessment of housing need is an estimate of the total need for new housing construction throughout the region due to population growth forecasted to occur during a specific time period. The overall housing need is then broken out by four income groups: very low, low, moderate, and above-moderate (or upper-income) -all as defined by the federal Department of Housing and Urban Development (HUD), and the state Department of Housing and Community Development (HCD). The regional housing needs are then allocated to the local jurisdictions on a "regional share" basis, according to models and formulas designed by SAN DAG. Table 1 shows Carlsbad's share of the current RHNA and is based upon housing growth estimated by the State and SANDAG to occur in Carlsbad during the period January 1, 2010 through Dec. 31, 2020. Income Group Very Low Low Moderate Above-Moderate Totals TABLE 1: CARLSBAD'S SHARE OF THE RHNA January 1, 2010 through Dec. 31, 2020* Definition** (% of AMI***) 50% or under 51-80% 81-120% Over 120% New Construction Needs (in housing units) 912 693 1,062 2,332 4,999 *SANDAG, RHNA PLAN: Fifth Housing Element Cycle Planning for Housing in the San Diego Region 2010-2020, Table 4. **Definitions are from HUD, via the California Department of Housing and Community Development. ***AMI is the Area Median Income. The 2018 AMI for San Diego-Carlsbad MSA for a family of four is $81,800. Definition of Income Groups -Table 1 defines each of the four income groups as a percentage of the county area median income (AMI). HUD annually revises the AMI based on cost of living issues such as the relationship of housing prices to income. For 2018, HUD established the AMI for San Diego County at $81,800. In addition to establishing the AMI, HUD also establishes income limits for each of the four income groups which are adjusted for family size so that larger households have higher income limits (see Table 2 below). 1 March 12, 2019 Item #10 Page 31 of 34 Table 2: CY 2018 qualifying limits on annual income by household size Persons per household Income Group 2 4 6 8 Very Low $38,950 $48,650 $56,450 $64,250 Low $62,300 $77,850 $90,350 $102,800 Moderate $78,550 $98,150 $113,900 $129,600 Above Moderate > $78,550 > $ 98,150 > $113,900 > $129,600 Source: "2018 Household Income Limits", U.S. Department of Housing and Urban Development (effective April 1, 2018) Prices of Affordable Housing -Generally, the federal and state rule is that housing is affordable to a given family if the family pays no more than 30% of its monthly income for housing expenses that include the rent or mortgage payment, property taxes, insurance, utilities, and the like. A determination of whether a housing unit is affordable can be easily made for assisted public rental housing and other public housing programs because documentation is maintained on both the individual household's income and the actual cost of the unit in question (typically rental). Income group determinations for income restricted (assisted) housing units shown in the tables of Part 1 were made by the Carlsbad Housing and Neighborhood Services Department. To determine affordable housing expenses for rentals, the practice is to set thresholds for each income group, using the 30% rule, with adjustments for the number of bedrooms (a convention developed in 1993 by member agencies of the San Diego Association of Governments assumes two persons per bedroom). An additional adjustment is also made for utility allowance, as required by HUD. Table 3 provides the resulting maximum market rate rental expenses (which include rent and a utility allowance that increases with household size) for the very low, low, and moderate-income groups for CY 2018. Table 3: CY 2018 qualifying rent and utility expenses by number of bedrooms Number of bedrooms Income Group 1 2 3 4 Very Low $973 $1,216 $1,411 $1,606 Low $1,557 $1,946 $2,258 $2,570 Moderate $1,963 $2,453 $2,847 $3,240 Above Moderate > $1,963 > $2,453 > $2,847 > $3,240 Source: "2018 Household Income Limits", U.S. Department of Housing and Urban Development (effective April 1, 2018) With regard to for-sale housing, there is no federal or state required formula to determine the sales price that would be considered affordable. The only federal or state requirement is that the mortgage amount (including taxes, insurance, utilities, etc.) must not exceed 30% of the 2 March 12, 2019 Item #10 Page 32 of 34 monthly income of the household (to be considered affordable to a specific income group, see Table 2). The varying factors (interest rates, closing costs, lending programs, etc.), which impact the mortgage amount, make it difficult to specify certain sales prices that are considered affordable to the various income groups. To simplify determining affordability for reporting purposes, the city uses a rule-of-thumb formula similar to that employed by many mortgage-lending institutions, which was reviewed and accepted by the SANDAG and the California Department of Housing and Community Development. The rule-of-thumb formula is as follows: Affordable sales price = 3.0 x maximum-allowed-annual income for each class, adjusted for bedroom count. Based on ,this formula Table 4 gives the qualifying purchase price for housing for the different income groups. The table illustrates that a three-bedroom house costing no more than $341,700 would be the maximum affordable to a moderate-income family. Table 4: CY 2018 qualifying purchase price by number of bedrooms Number of bedrooms Income Group 1 2 3 4 Very Low $116,850 $145,950 $169,350 $192,750 Low $186,900 $233,550 $271,050 $308,400 Moderate $235,650 $294,450 $341,700 $388,800 Above Moderate > $235,650 > $294,450 > $341,700 > $388,800 * 3X multiplier was developed by an ad hoc committee at SAN DAG with subsequent approval by the SAN DAG Board in 1993. (There is no formula in state law). The rule also assumes 2 persons per bedroom to provide a correspondence back to HUD affordability rules based upon persons per household (as opposed to bedrooms). Other terms -Definitions for terms used in this appendix as well as Part 1 of the report: • Assistance Programs/Assisted Units -units receiving financial assistance from the city or other and/or other subsidy sources and have affordability deed restrictions. • Deed Restricted Units -units considered affordable due to local program or policy, such as inclusionary housing ordinance. These units may also be assisted units. • Non-deed Restricted Units/Market Rate Units -Units that received no financial assistance from the city and have no affordability restrictions. • Unit Category -SF (Single-family units), 2-4 (two to four unit structures), 5+ (five or more unit structures). Description of housing product types: • Single-family detached-A single home on a single lot, detached from any other unit, except for an attached second dwelling unit. • Condominium -A detached or attached home on commonly owned property. • Apartment-A unit that can only be rented and not owned. 3 March 12, 2019 Item #10 Page 33 of 34 • Duplex-Two units on a single lot. Units cannot be individually sold. • Accessory Dwelling Unit -A completely independent dwelling unit on the same lot as a primary residence. An accessory dwelling unit may be attached to or detached from the primary residence. 4 March 12, 2019 Item #10 Page 34 of 34 Corey Funk March 12, 2018 Annual Housing Element Progress Report for 2018 What is a housing element •A required element of the general plan •Subject to detailed state law •Updated more frequently than the general plan •Reviewed and certified by California Dept. of Housing and Community Development (HCD) What is a housing element •A housing plan that contains: –Housing needs based on local conditions –Goals, objectives and programs to meet the housing needs –Inventory of potential sites where housing may be constructed to achieve housing targets –Analysis of constraints to affordable housing Housing targets •Regional Housing Needs Assessment (RHNA) •Ten year forecast of regional housing needs –Anticipated dwelling unit growth –Income levels (VL, Low, Mod, Above Mod) •RHNA number: State SANDAG cities and counties •Each city has a share of the regional need Required by state law •State law requires an annual report on progress implementing the housing element •HCD responsible for the report process: –Type of housing data –Tables and report format –Reports submitted to HCD Report contents •Housing production –Number of residential units produced –Status meeting the RHNA •Program implementation –Status of programs in the housing element Changes to the report •Required by new legislation (SB 35 and AB 879) •Provide information on all phases of development –Planning applications received –Planning entitlements approved –Building permits issued –Building permit final inspections •Additional tables with no information to report 2018 housing production Income level RHNA (10 yr period) 2018 Total units (for RHNA period) RHNA remaining Percent achieved Very low 912 0 42 870 5% Low 693 5 223 470 32% Moderate 1,062 28 257 805 24% Above Mod 2,332 210 2,844 0 122% Total 4,999 243 3,366 2,145 67% Affordable housing approach •City has multifaceted approach to the issue •Housing Element –collection of varied strategies –New construction –Partner with multiple non-profits –Housing Trust Fund Programs –Overview •Inclusionary Housing –15% of qualifying new housing units must be affordable to low income •Flexibility in Development Standards –Density increase –Standards modification –In return for more affordable units or lower income levels Programs –Overview •Housing Trust Fund –Funding contributions for affordable housing projects (none for 2018) •Section 8 –Administer vouchers for rental assistance ($6,100,000 –approx. 600 households) Programs –Overview •Housing for the homeless –Assist non-profits and service organizations •Alternative housing types –Accessory dwelling units •Fair housing services Accomplishments •Inclusionary Housing –Portola Senior Apartments (101 low income units) –Montecito Apartments (56 moderate income units) –3 low income accessory dwelling units and –8 affordable housing credits purchased Accomplishments •Partnering with non-profit service organizations –Funding assistance to homeless services providers ($67,165 in CDBG money) –Homeless Response Plan –Housing Set-Aside pilot program –Pursuing a home share program Accomplishments •Harding and Oak Veterans Housing projects –Density increase –Standards modification (parking) –Housing Trust Fund money ($4,250,000) Accomplishments •Pacific Wind –City support and approval for property consolidation –Standards modification (parking) –Housing Trust Fund money ($7,400,000) Challenges •Market rate housing generally not affordable to lower income levels –Difficult to achieve RHNA •Citizen opposition and lawsuits –Pacific Wind –reduced from 93 to 87 units Recommendation and next steps •Adopt a Resolution accepting the Annual Housing Element Progress Report for January 2018 through December 2018 •Staff will provide this report to the California HCD, Office of Planning and Research, SANDAG and the City of Carlsbad Planning Commission How HCD uses the data •Understand if jurisdictions approve less units than developers request •Understand the length of time from application to building permit •Help identify additional ways to address constraints to housing •Improve how HCD reviews housing elements Cities achieving RHNA •In California, only 22 cities are achieving low and very low RHNA numbers •In San Diego county, only one city is achieving its very low and low RHNA number (Lemon Grove)