HomeMy WebLinkAbout2011-03-22; City Council; 20482; Annual Housing Element progress reportCITY OF CARLSBAD - AGENDA BILL
7Q.482AB#
MTG. 3/22/11
DEPT. CED
Annual Housing Element Progress
Report for January 2010 - December
2010
DEPT. DIRECTOR
CITY ATTORNEY
CITY MANAGER
RECOMMENDED ACTION:
That the City Council ADOPT Resolution N02Q11-Q44 ACCEPTING the Annual Housing Element
Progress Report for January 2010 through December 2010.
ITEM EXPLANATION:
The attached Annual Housing Element Progress Report for January 2010 through December 2010
(Exhibit 2) has been prepared to comply with Government Code Section 65400(a)(2). According to
Government Code Section 65700, charter cities are exempt from the requirement to prepare an annual
report on the status of the housing element unless they intend to maintain eligibility for certain grant
funding programs. Therefore, the report serves the following purpose:
• Meet the grant funding requirements of certain SANDAG and California Department of Housing
and Community Development (HCD) programs.
o For example, certain grant programs administered by SANDAG require member jurisdictions
to report on their progress toward meeting their share of the regional housing need.
• Implement Carlsbad Housing Element Program 3.20, which requires the preparation of an annual
report on the progress and effectiveness of the City's housing programs.
Contents of the Report
The Annual Housing Element Progress Report for January 2010 through December 2010 (Exhibit 2)
consists of:
• Housing Production Status (Part 1) - Provides the status of housing production in the City and
the progress in meeting its share of regional housing needs during Calendar Year (CY) 2010.
• Program Implementation Status (Part 2) - Provides the status of the City of Carlsbad 2005-
2010 Housing Element programs and the progress the City has made in its implementation
during CY 2010. The implementation status of each of the 31 programs contained within the
2005-2010 Housing Element is indicated in a table along with any additional comments.
FISCAL IMPACT:
This is an information report and the only associated fiscal impact is the cost of staff time to prepare the
report and provide it to the City Council, the California Office of Planning and Research, California
Department of Housing and Community Development, and SANDAG.
DEPARTMENT CONTACT: Corey Funk 760-602-4645 corev.funk@carlsbadca.gov
FOR CITY CLERKS USE ONLY.
COUNCIL ACTION: APPROVED
DENIED
CONTINUED
WITHDRAWN
AMENDED
*
±s
D
D
D
CONTINUED TO DATE SPECIFIC
CONTINUED TO DATE UNKNOWN
RETURNED TO STAFF
OTHER -SEE MINUTES
D
D
D
D
Page 2
ENVIRONMENTAL IMPACT:
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.
EXHIBITS:
1. City Council Resolution No. 2011-044
2. Report titled: Annual Housing Element Progress Report for January 2010 through December 2010
3. Appendix A: Description of terms and methods.
EXHIBIT 1
1 RESOLUTION NO. 2011-044
2 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARLSBAD, CALIFORNIA, ACCEPTING THE ANNUAL
3 HOUSING ELEMENT PROGRESS REPORT FOR JANUARY
2010 THROUGH DECEMBER 2010.
4
WHEREAS, the attached Annual Housing Element Progress Report has been
5
prepared to comply with Government Code Section 65400(a)(2), meet the grant funding
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requirements of certain SANDAG and California Department of Housing and Community
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Development (HCD) programs, and implement Housing Element Program 3.20. The purpose of
8
the report is to provide information to the City Council, the State Office of Planning and
9
Research, the State Department of Housing and Community Development and the public as to
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the effectiveness of the Housing Element programs, as well as mark the City's progress in
meeting its share of the region's housing needs.
The City Council of the City of Carlsbad, California, does hereby resolve as
follows:
14
1. That the above recitation is true and correct.
2. That the report is accepted and the Planning Director 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.17 ///
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PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council
of the City of Carlsbad on the 22nd day of March 2011, by the following vote to wit:
AYES: Council Members Hall, Kulchin, Blackburn, Douglas, Packard.
NOES: None.
ABSENT: None.
. WOOD, City Clerk
ANNUAL HOUSING ELEMENT PROGRESS REPORT
Part 1 - Housing Production Status
(OCR Title 25 §6202 )
Parti
page 1 of 3
Jurisdiction
Reporting Period
City of Carlsbad
01/01/2010 12/31/2010
Table A
Annual Building Activity Report Summary - New Construction
Very Low-, Low-, and Mixed-Income Multifamily Projects
Housing Development Information
1
Project Identifier
(may be APN No.,
project name or
address)
2677 JEFFERSON ST
2701 HIGHLAND DR
3125 MONROE ST
1080 CHESTNUT AV
2 3
UnK
Category
Tenure
R=Renter
OOwner
SU R
SU R
SU R
SU R
4
Affordability by Household Incomes
Very Low-
Income
Low-
Income
: AboveModerate-I Moderate-ncome : ncome
1
1
1
1
(9) Total of Moderate and Above Moderate from Table A3 >• >
(10) Total by income Table A/A3 * *
(11) Total Extremely Low-Income Units*
4
2 371
2 371
5
Total Units
per
Project
1
1
1
1
373
377
5a
Est. # Infill
Units*
Housing with Financial Assistance
and/or
Deed Restrictions
6 7
Assistance
Programs
for Each
Development
See Instructions
Deed
Restricted
Units
See Instructions
Zoning Ord."
Zoning Ord.**
Zoning Ord.**
Zoning Ord.*'
Housing without
Financial Assistance
or Deed Restrictions
8
Note below the number of units
determined to be affordable without
financial or deed restrictions and
attach an explanation how the
jurisdiction determined the unfts were
affordable. Refer to instructions.
* Note: These fields are voluntary
** Carlsbad Zoning Ordinance requires these units to be rented to a low income individual.
For additional information and a description of the terms and methods used in Part 1 of this report, please see Appendix A.mXI
to
ANNUAL HOUSING ELEMENT PROGRESS REPORT
Part 1 - Housing Production Status
(OCR Title 25 §6202 )
Jurisdiction
Reporting Period
City of Carlsbad
01/01/2010 -12/31/2010
Table A2
Annual Building Activity Report Summary - Units Rehabilitated, Preserved and Acquired pursuant
to GC Section 65583.1 (c)(1)
Please note: Units may only be credited to the table below when a jurisdiction has included a program it its housing element to rehabilitate, preserve or acquire
units to accommodate a portion of its RHNA whichmeetthe specific criteria as outlined in GC Section 65583.1(c)(1)
Activity Type
(1) Rehabilitation Activity
(2) Preservation of Units At-Risk
(3) Acquisition of Units
(5) Total Units by Income
Affordability by Household Incomes
Extremely
Low-
Income*
Very Low-
Income
Low-
Income
'
TOTAL
UNITS
0
0
0
0000
(4) The Description should adequately document how each unit complies with
subsection {c )(7) of Government Code Section 65583.1
' Note: This field is voluntary
Table A3
Annual building Activity Report Summary for Above Moderate-Income Units
(not including those units reported on Table A)
Parti
page 2 of 3
No. of Units Permitted for
Moderate
No. of Units Permitted for
Above Moderate
1. 2.
Single Family 2 -4 Units
2
299 72
3.
5+ Units
4.
Second Unit
5.
Mobile Homes
6.
Total
2
371
7.
Number of
infill units*
Note: This field is voluntary
ANNUAL HOUSING ELEMENT PROGRESS REPORT
Part 1 - Housing Production Status
(OCR Title 25 §6202 )
Parti
page 3 of 3
Jurisdiction
Reporting Period
City of Carlsbad
01/01/2010 -12/31/2010
Table B
Regional Housing Needs Allocation Progress
Permitted Units Issued by Affordability
Enter Calendar Year starting with the first year of
the RHNA allocation period. See Example.
Income Level
Very Low
Low
Moderate
Deed Restricted
Non-deed
restricted
Deed Restricted
Non-deed
restricted
Deed Restricted
Non-deed
restricted
Above Moderate
Total RHNA by COG.
Enter allocation number:
RHNA
Allocation by
Income Level
1,922
1.460
1,583
3,411
8,376
Total Units > > >
2003
Year
1
2004
Year
2
85
2005
Year
3
2006 2007
Year Year
4 5
100
336 200 70 89 10
2008 2009
Year j Year
6 7
11
96
2010
Year Year
8 : 9
12 4
174 ; 184
672
1,267
1092
1,476
1,330
1,400
Remaining Need for RHNA Period * > + > >
306 ! 358
495 368
- -
2
147
256
163
175
2
371
377
Total Units
to Date
(all years)
196
817
362
4,439
5,814
Total
Remaining RHNA
by Income Level
1,726
643
1,221
-1,028
2,562
Note: units serving extremly low-income households are included in the very low-income permitted units totals.
ANNUAL HOUSING ELEMENT PROGRESS REPORT
Part 2 - Program Implementation Status
January 2010 through December 2010
CODE KEY
Status:Department or Division:
C - Completed
0 - Ongoing
1 - In Process
P - Pending
D - Delete
One-time project for which all work has been completed
Completed program, but one that requires recurring activity
Staff work is well underway and program will be implemented soon
(including any necessary hearings)
Program for which preliminary work needs to be initiated, or program is in
early stages of work
Program that may no longer be necessary or relevant due to another
program, changed circumstances, or policy change
BCE - Building & Code Enforcement
CED - Community & Economic
Development
HNS - Housing & Neighborhood Services
P - Planning
F- Finance
ANNUAL HOUSING ELEMENT PROGRESS REPORT
Part 2 - Program Implementation Status
January 2010 through December 2010
CODE KEY
Status:Department or Division:
C - Completed
0 - Ongoing
1 - In Process
P - Pending
D - Delete
One-time project for which all work has been completed
Completed program, but one that requires recurring activity
Staff work is well under way and program will be implemented soon
(including any necessary hearings)
Program for which preliminary work needs to be initiated, or program is in
early stages of work
Program that may no longer be necessary or relevant due to another
program, changed circumstances, or policy change
BCE - Building & Code Enforcement
CED - Community & Economic
Development
HNS - Housing & Neighborhood Services
P - Planning
F- Finance
mxI
CD
Part 2 - Program Implementation Status - January 2010 through December 2010
Table 2.1 CY 2010 Housing Element Program Implementation Status
HE
Program
Program
Description Status
Dept/
Div Comments
Condominium
Conversion 1.1
The City will continue to discourage and/or restrict condominium
conversions when such conversions would reduce the number of low or
moderate income housing units available throughout the City. All
condominium conversions are subject to the City's Inclusionary Housing
Ordinance; the in-lieu fees or actual affordable units required by the
ordinance would be used to mitigate the loss of affordable rental units
from the City's housing stock.
The City considers condominium conversions
on a case by case basis. In 2010, the City
received one application to convert two single
family homes on one lot into airspace
ownership units.
Mobile Home
Park
Preservation
1.2
The City will continue to implement the City's Residential Mobile Home
Park zoning ordinance (Municipal Code 21.37) that sets conditions on
changes of use or conversions of Mobile Home Parks.
The City will also assist lower income tenants to research the financial
feasibility of purchasing their mobile home parks so as to maintain the
rents at levels affordable to its tenants.
P, HNS
The City continues to implement the mobile
home zoning ordinance and has held initial
discussions with stakeholders regarding
potential assistance to tenants purchasing
Lanakai Mobile Home Park.
Acquisition/
Rehabilitation
of Rental
Housing
1.3
The City will continue to provide assistance to preserve the existing
stock of low and moderate income rental housing, including:
• Provide loans, grants, and/or rebates to owners of rental
properties to make needed repairs and rehabilitation.
• 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 very low income
households.
• Provide deferral or subsidy of planning and building fees, and
priority processing.
Priority will be given to housing identified by the Building Department as
being substandard or deteriorating, and which houses lower income
and in some cases moderate income households.
O HNS,
BCE
Requests for acquisition/rehabilitation of rental
properties are considered on a case by case
basis.
Rehabilitation
of Owner-
Occupied
Housing
1.4
As the housing stock ages, the need for rehabilitation assistance may
increase. The City will provide assistance to homeowners to rehabilitate
deteriorating housing. Energy conservation improvements are eligible
activities under the City's rehabilitation assistance. Assistance will
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.
O HNS
The City has implemented a home repair
program for owner occupied properties that
provides loans which are forgiven after 5
years. In 2010, the City aided two households
with home repair loans.
O
Part 2 - Program Implementation Status - January 2010 through December 2010
Table 2.1 CY 2010 Housing Element Program Implementation Status
HE
Program
Program
#Description Status
Dept/
Div Comments
Preservation
of At-Risk
Housing
1.5
One project - Seascape Village - within the City may be considered as
at risk. This project has deed restrictions on 42 units that are set to
expire January 1, 2009. The City will monitor the status of projects
such as Seascape Village that may be at-risk, ensure tenants receive
proper notification of any changes and are aware of available special
Section 8 vouchers, and contact nonprofit housing developers to solicit
interest in acquiring and managing at risk projects.
HNS
Notices to tenants at Seascape Village were
monitored and City staff worked with owners of
Seascape Village in an attempt to extend the
affordability restrictions. Property was sold and
new owners declined to work with the City
further.
Adequate
Sites 2.1
The City will continue to monitor the absorption of residential acreage in
all densities and, if needed, recommend the creation of additional
residential acreage at densities sufficient to meet the City's housing
need for current and future residents. Any such actions shall be
undertaken only where consistent with the Growth Management Plan.
In order to ensure that adequate residential acreage at appropriate
densities is available to meet the City's Regional Housing Needs
Assessment (RHNA) the City will implement the following objectives:
a. The City shall process a general plan amendment(s) to
redesignate a minimum net acreage of each site in Table 6-1 to
RH and require that the redesignated sites be developed at a
minimum density of 20 units per acre. As part of this program, the
City shall also process all necessary amendments to the Zoning
Ordinance and other planning documents, such as master or
specific plans.
Table 6-1
General Plan Amendment (RH): Ponto and Quarry Creek
Property
Ponto
Quarry
Creek
Commercial
Mixed Use
Ponto
APN
216-140-17
Portions of
167-040-21
Portion of 216-
140-18
Approximate
Minimum Acres
to be
Redesignated
toRH
6.4
15.0
2.8
Density
Yield
128
300
28
P, HNS
Housing Element Section 3, Resources
Available, identifies the "Bridges at Aviara
Affordable Housing Component" as a project
that would help Carlsbad meet its Regional
Housing Needs Assessment (RHNA) for lower
income units during the current 2005-2012
housing cycle. The applicant of this privately-
initiated proposal has withdrawn the project,
resulting in the loss of 76 potential low income
apartments; this loss affects the City's ability to
meet its RHNA.
Housing Element Table 3-12 shows Carlsbad's
RHNA needs and how the City intends to meet
those needs through adequate sites, or
numbers of units. With the Bridges at Aviara
Affordable Housing Component, Carlsbad had
50 units more than it needed, as the table
reflects; with the loss of the Bridges project,
the City has a 26 unit moderate income deficit.
These units must be replaced in either the
lower income or moderate income categories
for the City to continue to meet its RHNA
during the current housing cycle. When
reviewing Table 3-12, please note that the
surplus of lower income units may be counted
toward satisfying the deficit of moderate
income units.
It is anticipated most of the 26 unit deficit will
be made up by the Dos Colinas project, a large
senior community proposed near El Camino
Real and College Boulevard, (continued on
next page)
Part 2 - Program Implementation Status - January 2010 through December 2010
Table 2.1 CY 2010 Housing Element Program Implementation Status
HE
Program
Program
#Description Status
Dept;
Div Comments
b. The City shall process a general plan amendment(s) to
redesignate a minimum net acreage of each site in Table 6-2 to
RMH and require that the redesignated site be developed at a
minimum density of 12 units per acre. As part of this program, the
City shall also process all necessary amendments to the Zoning
Ordinance and other planning documents, such as master or
specific plans.
Table 6-2
General Plan Amendment (RMH): Quarry Creek
Property
Quarry
Creek
APN
Portions of
167-040-21
Approximate
Minimum Acres
to be
Re-designated
to RMH
17
Density
Yield
200
Adequate
Sites
(Continued)
2.1
c. The City shall process general plan amendments to establish
minimum densities of 12 units per acre and 20 units per acre for
the RMH and RH land use designations, respectively, except for
those RH designated properties in the Beach Area Overlay Zone.
d. The City shall process amendments to the Village Redevelopment
Master Plan and Design Manual and/or other planning documents
as necessary to establish, for residential projects and mixed use
projects with residential components within the Village
Redevelopment Area, minimum densities equal to 80% of the
maximum of the density range. For land use districts 1-4 (density
range of 15 - 35 units per acre), as specified in the Carlsbad
Village Redevelopment Master Plan and Design Manual, 80%
shall be 28 units per acre. For land use districts 5-9 (density
range of 15 - 23 units per acre), 80% shall be 18 units per
acre. Furthermore, the City shall approve modifications to
development standards of the Carlsbad Village Redevelopment
Master Plan and Design Manual if a project satisfactorily
demonstrates as determined by the City that such modifications
are necessary to achieve the minimum densities.
P, HNS
The public comment period on the Dos Colinas
Draft EIR has closed and the project, if
approved, is expected to receive city
entitlements before the end of the current
housing cycle. To satisfy its inclusionary
housing need, Dos Colinas proposes to make
affordable 20 units in the Cantarini/Holly
Springs apartment project. This 80 unit
complex, approved to be constructed near the
Dos Colinas proposal, is identified in Housing
Element Table 3-2. Half of the complex is
already set aside for low and moderate income
families and meets the inclusionary needs of
the Cantarini/Holly Springs single-family
residential development. The remaining 40
units of the apartment complex are market rate
units; the Dos Colinas developer has proposed
to deed restrict 20 of these remaining units for
lower-income families.
With the Dos Colinas project proposal, the city
still needs to identify six additional units to
meet its RHNA obligations for lower and
moderate income units. The proposed master
plan for Quarry Creek includes more acreage
than the Housing Element identifed for the
project (an adjacent and vacant 56-acre
parcel). Potentially, this additional area may
enable the designation of more lower or
moderate income sites in Quarry Creek than
the 500 units anticipated in the Housing
Element (see item a below). Therefore, the
City anticipates the shortfall can be made up at
Quarry Creek. See Housing Element pages 3-
10 and 3-11 and tables 3-4 and 3-9 for further
information about Quarry Creek.
a. An application for a master plan was
submitted in 2010 for the Quarry Creek
site which will implement Program 2.1.
(continued below)
Part 2 - Program Implementation Status - January 2010 through December 2010
Table 2.1 CY2Q|3Q HpMsingrliemeniPrograni Implementation Status
Program
Program
*
Description Status
Dept/
fflv Comments
Adequate
Sites
(Continued)
2.1
The City shall process amendments to the general plan and
zoning ordinance and process other planning documents as
necessary to establish and permit the minimum densities, areas,
and land uses as described in Section 3 and specified in Tables 3-
4, 3-6 and 3-9 for the Barrio Area.
The City shall amend its zoning ordinance, general plan, and other
land use documents as necessary to permit residential in a mixed
use format on shopping center sites and commercial areas with a
General Plan designations of "CL" and "R" and zoning
designations of "C-L," "C-1" and "C-2," and/or other general plan
and zoning designations as appropriate. Mixed use residential on
shopping center and commercial sites shall be at a minimum
density of 20 units per acre.
The City will encourage the consolidation of small parcels in order
to facilitate larger-scale developments. Specifically, the City will
make available an inventory of vacant and underutilized properties
to interested developers, market infill and redevelopment
opportunities throughout the City, particularly in the Village
Redevelopment Area and proposed Barrio Area, and meet with
developers to identify and discuss potential project sites.
For the Barrio Area, incentives shall be developed to encourage
the consolidation of parcels and thus the feasibility of affordable
housing. These incentives shall include increased density and
other standards modifications.
To facilitate development in the Village Redevelopment Area,
modification of standards (including increased density) are
permitted for affordable housing, "green" buildings, and projects
which meet the goals and objectives of the Village (which include
residential and mixed use developments). In addition, the City
offers offsets to assist in the development of affordable housing
citywide. Offsets include concessions or assistance including, but
not limited to, direct financial assistance, density increases,
standards modifications, or any other financial, land use, or
regulatory concession which would result in an identifiable cost
reduction. The City will also encourage lot consolidation by
assisting in site identification.
P, HNS
The application proposes 290 units for the
RH designation and 366 for the RMH
designation, for a total of 656 units.
b. See item "a" above.
c. The amendments have been drafted and are
currently under internal review, and staff
anticipates that Planning Commission and
City Council hearings will occur in 2011.
d. Amendments to the master plan are
currently in process.
e. This task will be completed as part of the
comprehensive general plan and zoning
ordinance update, which is currently in
process and expected to be completed in
2013.
f. The amendments have been drafted and are
currently under internal review, and staff
anticipates that Planning Commission and
City Council hearings will occur in 2011.
g. HNS maintains a monthly "Real Estate Hot
Sheet" that lists properties that are available
for lease and for sale within the Village
area. The HNS Dept. is currently reviewing
two projects in the Village that are asking
for a modification to standards. The
justification for modifying standards are that
the projects meet the goals and objectives
of the Village (mixed-use), are located
within close proximity to public transit, and
will be achieving a LEED Silver certification
for a "green" building.
For the Barrio Area, the City maintains an
inventory of vacant and underutilized
properties, which is available to developers.
The development of incentives for lot
consolidation will be considered as part of
the comprehensive General Plan and
Zoning Ordinance update currently in
process.
Part 2 - Program Implementation Status - January 2010 through December 2010
Table 2.1 CY 2010 Housing Element Program Implementation Status
HE
Program
Program#Description Status
Dept/
Div Comments
Flexibility in
Development
Standards
2.2
The Planning Department, in its review of development applications,
may recommend waiving or modifying certain development standards,
or propose changes to the Municipal Code to encourage the
development of low and moderate income housing.
O
The City considers waivers and modifications to
development standards to assist in the
development of affordable housing on a case by
case basis. No projects in 2010 requested or
received such waivers or modifications.
Mixed Use 2.3
The City will encourage mixed-use developments that include a
residential component. Major commercial centers should incorporate,
where appropriate, mixed commercial/residential uses. Major
industrial/office centers, where not precluded by environmental and
safety considerations, should incorporate mixed
industrial/office/residential uses.
• As described in Program 2.1, the City shall amend the zoning
ordinance and other necessary land use documents to permit
residential mixed use at 20 units per acre on shopping center sites
and commercial areas.
The amendments have been drafted and are
currently under internal review, and staff
anticipates that Planning Commission and City
Council hearings will occur in 2011.
Energy
Conservation 2.4
The City of Carlsbad has established requirements, programs, and
actions to improve household energy efficiency, promote sustainability,
and lower utility costs.
• Enforce California building and subdivision requirements by
requiring compliance with state energy efficiency standards
(including adoption of the California Energy Code, 2007 Edition)
and state Subdivision Map Act energy conservation provisions
(Government Code section 66473.1). This latter code section
requires subdivision design to provide future homes with passive
or natural heating opportunities to the extent feasible through, for
example, lot orientation.
• Encourage solar water heating by requiring new residential
construction (ownership dwelling units only) to pre-plumb to
accommodate solar hot water systems. This requirement has
been in effect since 1981.
• Promote and participate in regional water conservation programs
that allow Carlsbad Municipal Water District (CMWD) residents to
receive rebates for water efficient clothes washing machines and
toilets, free on-site water use surveys, and vouchers for weather-
based irrigation controllers. The City publicizes these programs on
its website, www.carlsbadca.gov/water/ wdtips.html. CMWD
serves approximately 75 percent of the City.
P, BCE
The city adopted the Water Efficient Landscape
Ordinance in 2010, and intends to implement
the ordinance in 2011 through an update to the
landscape manual.
The 2010 Building Code, which includes the
California Green Building Standards, will be
considered for adoption by the City Council on
March 22, 2011.
Part 2 - Program Implementation Status - January 2010 through December 2010
Table 2.1 CY 2010 Housing Element Program Implementation Status
HE
Program
Program
#Description Status
Dept/
Div Comments
Energy
Conservation
(Continued)
2.4
CMWD is also a signatory to the California Urban Water Conservation
Council Memorandum of Understanding ("MOU"). Signatories to the
MOU implement 14 Best Management Practices that have received a
consensus among water agencies and conservation advocates as the
best and most realistic methods to produce significant water savings
from conservation.
In 1991, Carlsbad adopted a five-phase Recycled Water Master Plan
designed to save potable water. The result is that CMWD has the
most aggressive water recycling program in the region when measured
in terms of percent of supply derived from recycled water. In its 2005
Urban Water Management Plan, CMWD estimates that in 2020 seven
percent of the water needs of the area it serves will be met by
conservation, 21 percent by recycled water usage, and 72 percent by
desalinated water.
• In the Village Redevelopment Area, encourage energy
conservation and higher density development by the modification
of development standards as necessary to:
o Enable developments to qualify for silver level or higher LEED
(Leadership in Energy & Environmental Design) Certification,
or a comparable green building rating, and to maintain the
financial feasibility of the development with such certification.
o 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.
Modifications may include but are not limited to changes to density,
parking standards, building setbacks and height, and open space.
• Facilitate resource conservation for all households by making
available through a competitive process Community Development
Block Grants 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.
O P, BCE
The Housing and Neighborhood Services
Department is currently reviewing two projects
in the Village that request a standards
modification in order to assist in achieving
LEED Silver certification.
Part 2 - Program Implementation Status - January 2010 through December 2010
Table 2 .1 CY 2010 Housing Element Program Implementation Status ; : i Is&l
HE
Program
Energy
Conservation
(Continued)
Program
#
2.4
Description
• Per General Plan policy, reduce fossil fuel consumption and
pollution and improve residents' health by requiring:
o New development to provide pedestrian and bike linkages,
when feasible, which connect with nearby community centers,
parks, school, and other points of interest and major
transportation corridors.
o Multi-family uses to locate near commercial centers,
employment centers, and major transportation corridors.
• Designate "smart growth" areas in the City to help implement the
San Diego Association of Governments Regional Comprehensive
Plan vision for compact, sustainable growth.
• Per the City's Growth Management Program:
o Facilitate development of higher density, affordable, and
compact development by allowing withdrawals from the City's
Excess Dwelling Unit Bank (see Section 4 for further details)
only for certain qualifying projects; these projects include
transit-oriented/smart growth developments, senior and
affordable housing, and density bonus requests.
o Encourage infill development in urbanized areas before
allowing extensions of public facilities and improvements to
areas which have yet to be urbanized.
Status
O
Dept/
•-Piv ;'
P, BCE
,- - . - Coirtrnerits '»• - ' .-i-i^v
The Village and Barrio are designated as a
"smart growth opportunity site" on SANDAG's
Smart Growth Concept Map. In 2010, the city
applied for (but did not receive) grant funding to
prepare a "smart growth" land use study and
area plan for the Barrio. Land use planning for
the Barrio is underway as part of the
comprehensive general plan and zoning
ordinance update, which is expected to be
completed in 2013. A master plan for Quarry
Creek, another designated potential smart
growth opportunity site, was submitted in late
2010 and is currently in review.
The City continues to make available excess
dwelling units for qualifying projects (also see
program 3.2 below). In 2010, no projects
received an allocation from the Excess Dwelling
Unit Bank.
8
Part 2 - Program Implementation Status - January 2010 through December 2010
Table 2.1 CY 2010 Housing Element Program Implementation Status
HE
Program
Program
#Description Status
Dept/
Div Comments
Inclusionary
Housing
Ordinance
3.1
The City will continue to implement its Inclusionary Housing Ordinance
that requires 15 percent of all residential units within any Master
Plan/Specific Plan community or other qualified subdivision (currently
seven units or more) 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 subdivisions 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 September 1, 2006,
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 also continue to consider other in-lieu contributions
allowed by the Inclusionary Housing Ordinance, such as an
irrevocable offer to dedicate developable land.
O P, HNS
To comply with recent case law (Palmer/Sixth
Street Properties, L.P. v. City of Los Angeles),
the City amended its inclusionary housing
requirements. The amendment, which results
in only minor changes, is primarily needed to
clarify that inclusionary requirements apply to
rental projects only if the project developer
agrees by contract to limit rent as
consideration for a "direct financial
contribution" or any other forms of assistance
specified in density bonus law. Subject to the
limitations imposed by Palmer, the proposed
amendment does not interfere with the
ongoing implementation of inclusionary
housing requirements and based on previous
development trends will not significantly
impact affordable housing production.
In 2010, the in-lieu fee per market rate
dwelling unit remained at $4,515.
Excess
Dwelling Unit
Bank
3.2
The City will continue to maintain, monitor and manage the Excess
Dwelling Unit Bank, composed of "excess units" anticipated under the
City's Growth Management Plan, but not utilized by developers in
approved projects. The City will continue to make excess units
available for inclusion in other projects using such tools as density
transfers, density bonuses and changes to the General Plan land use
designations per Council Policy Statement 43.
Based on analysis conducted in Section 4, Constraints and Mitigating
Opportunities, the City has adequate excess dwelling units to
accommodate the remaining RHNA of 2,395 units for lower and 1,171
units for moderate income households, which would require withdrawal
of 2,830 units from the Excess Dwelling Unit Bank.
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. According to the December 2010
report, the excess unit balance is 3,012 dwelling
units. These units are available for qualifying
projects which include affordable housing and
density bonuses.
Part 2 - Program Implementation Status - January 2010 through December 2010
Table 2.1 CY 2010 Housing Element Program Implementation Status
HE
Program
Density
Bonus
City-Initiated
Development
Program
#
3.3
3.4
Description
In 2004, the State adopted new density bonus provisions (SB 1818)
that went into effect on January 1, 2005. Consistent with the new
State law (Government Code sections 65913.4 and 65915), the City
will continue 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 bonus over the
otherwise allowed density, and up to three financial incentives or
regulatory concessions. These units must remain affordable for a
period of 30 years and each project must enter into an agreement with
the City to be monitored by the Housing and Redevelopment
Department 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, through the Housing and Redevelopment Department, 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.
Status
o
o
Depty
Div
P, HNS
P, HNS
Comments
The City continues to provide information and
work with developers to assist them in creating
additional housing opportunities for lower
income households.
10
Part 2 - Program Implementation Status - January 2010 through December 2010
Table 2.1 GY 2010 Housing Element Program Implementation Status
HE
Program
Program
Description Status Div Comments
Affordable
Housing
Incentives
3.5
The City uses Redevelopment Housing Set-Aside Funds and Housing
Trust Funds 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 improvements, sewer improvements, other infrastructure
improvements as 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 (SDP).
O P, HNS,
F
The City continues to offer incentives to facilitate
affordable housing.
Land
Banking 3.6
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.
The City has already 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.
CED,
HNS
Housing Trust
Fund 3.7
The City will continue to maintain the various monies reserved for
affordable housing, and constituting the Housing Trust Fund, for the
fiduciary administration of monies dedicated to the development,
preservation and rehabilitation of housing in Carlsbad. The Trust Fund
will be the repository of all collected in-lieu fees, impact fees, housing
credits and related revenues targeted for proposed housing as well as
other local, state and federal funds.
HNS, F
The City continues to maintain the Housing
Trust Fund, which had an available balance of
approximately $13.5 million as of January 2011.
11
Part 2 - Program Implementation Status - January 2010 through December 2010
Table 2.1 CY 2010 Housing Element Program Implementation Status
HE.-.-'
Program
Program
#Description Status
Deptf
Div Comments
Section 8
Housing
Choice
Vouchers
3.8
The Carlsbad Housing Authority will continue to operate the City's
Section 8 Housing Choice Voucher program to provide rental
assistance to very low income households.
O HNS The Housing Authority continues to operate
Section 8 Housing Choice Voucher Program.
Mortgage
Credit
Certificates
3.9
The City participates in the San Diego Regional Mortgage Credit
Certificate (MCC) Program. By obtaining a MCC during escrow, a
qualified homebuyer can qualify for an increased loan amount. The
MCC entitles the homebuyer to take a federal income tax credit of 20
percent of the annual interest paid on the mortgage. This credit
reduces the federal income taxes of the buyer, resulting in an increase
in the buyer's net earnings.
O HNS The City continues to participate in MCC
Program with 2 certificates issued in 2010.
Senior
Housing 3.10
The City will continue to encourage a wide variety of senior housing
opportunities, especially for lower-income seniors with special needs,
through the provision of financial assistance and regulatory incentives
as specified in the City's Senior Housing Overlay zone. Projects
assisted with these incentives will be subjected to the monitoring and
reporting requirements to assure compliance with approved project
conditions.
In addition, the City has sought and been granted Article 34 authority by
its voters to produce 200 senior-only affordable housing units. The City
would need to access its Article 34 authority only when it functions as
the owner of the project, where the City owns more than 51 percent of
the development.
O P, HNS
The city continues to encourage senior housing
opportunities through financial assistance and
regulatory incentives.
Housing for
Persons with
Disabilities
3.11
The City will adopt an ordinance to establish a formal policy on offering
reasonable accommodations to persons with disabilities with regard to
the construction, rehabilitation, and improvement of housing. The
ordinance will specify the types of requests that may be considered
reasonable accommodation, the procedure and reviewing/approval
bodies for the requests, and waivers that the City may offer to facilitate
the development and rehabilitation of housing for persons with
disabilities.
P, BCE
In 2010, a zoning ordinance amendment to
remove the definition of "family" was adopted by
the City Council, and is currently pending
approval by the Coastal Commission. The
reasonable accommodations zoning ordinance
amendment was drafted in 2010 and
recommended for approval by the Planning
Commission on Jan. 19, 2011 and is scheduled
for a City Council hearing on March 22, 2011.
Housing for
Large
Families
3.12
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.
The City continues to implement this program
as part of its inclusionary housing ordinance.
In 2010, no permits for inclusionary units were
issued.
12
Part 2 - Program Implementation Status - January 2010 through December 2010
Table 2.1 CY 2010 Housing Element Program Implementation Status
HE
Program
Program
Description Status
Peptf
Div:Comments
Farm Labor
Housing 3.13
Pursuant to the State Employee Housing Act, the City permits by right
employee housing for six or fewer in all residential zones where a
single-family residence is permitted. Farm labor housing for 12 persons
in a group quarters or 12 units intended for families is permitted by right
on properties where agricultural uses are permitted. In 2004, the City
amended the Zoning Code to conditionally permit farm labor housing for
more than 12 persons in a group quarters or 12 units/spaces for
households in the E-A, 0, C-1, C-2, C-T, C-M, M, P-M, P-U, O-S, C-F
and C-L zones.
CED, P
A zoning ordinance amendment to comply with
Health and Safety Code Sec. 17021.6 has been
drafted and is currently under internal review.
Staff anticipates that Planning Commission and
City Council hearings will occur in 2011.
Housing for
the Homeless 3.14
Carlsbad will continue to facilitate the acquisition, for lease or sale, of
suitable sites for emergency shelters and transitional housing for the
homeless population. This facilitation will include:
• Participating in a regional or sub-regional summit(s) including
decision-makers from North County jurisdictions and SANDAG 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;
• Continuing to provide funding for local and sub-regional homeless
service providers that operate temporary and emergency shelters;
and
• Identifying a specific zoning district in the City where emergency
shelters will be permitted by right, with the following criteria:
o The appropriate zoning district will offer easy access to public
transportation and supportive services.
o The zoning district should also contain adequate vacant and
underutilized sites or building that can be converted to
accommodate emergency shelters.
CED, P
A zoning ordinance amendment to permit
emergency shelters by right in the Planned
Industrial Zone has been drafted and is
currently under internal review. Staff anticipates
that Planning Commission and City Council
hearings will occur in 2011.
In 2010, the City received an application to
expand the existing La Posada de Guadalupe
homeless shelter from a temporary 50 bed
facility to a permanent 100 bed facility.
Currently under review, staff anticipates the
application will be scheduled for a Planning
Commission hearing in 2011. In addition, the
City has committed $2,000,000 in financial
support for the La Posada de Guadalupe
expansion from money collected through its
Agricultural Mitigation Fee program. Also, the
City provides CDBG/HOME money toward
operation of the facility in annual amounts
ranging between $5,000 and $17,500.
13
Part 2 - Program Implementation Status - January 2010 through December 2010
Table 2.1 CY 2010 Housing Element Program Implementation Status
HE
Program
Program
Description Status
Dept/
Div Comments
Housing for
the Homeless
(Continued)
3.14
Besides being subject to the same development standards
applied to other development in the specified zoning district,
the City will establish objective development standards to
regulate the following: 1) the maximum number of
beds/persons permitted to be served nightly; 2) off-street
parking based on demonstrated need, but not to exceed
parking requirements for other residential or commercial uses
in the same zone; 3) The size/location of exterior and interior
onsite waiting and client intake areas; 4) The provision of
onsite management; 5) The proximity of other emergency
shelters, provided that emergency shelters are not required to
be more than 300 feet apart; 6) The length of stay; 7) Lighting;
and 8) Security during hours that the emergency shelter is in
operation.
CED, P
Transitional
and
Supportive
Housing
3.15
Currently, the City's Zoning Ordinance does not address the provision
of transitional housing and supportive housing. The City will amend the
Zoning Ordinance to clearly define transitional housing and supportive
housing. When such housing is developed as group quarters, they
should be permitted as residential care facilities. When operated as
regular multi-family rental housing, transitional and supportive housing
should be permitted by right as a multi-family residential use in multi-
family zones.
The City anticipates it will initiate an ordinance
amendment in 2011 to address the provision of
transitional and supportive housing.
Supportive
Services for
Homeless and
Special
Needs
Groups
3.16
The City will continue to provide CDBG funds to community, social
welfare, non-profit and other charitable groups that provide services for
those with special needs in the North County area.
Furthermore, the City will work with agencies and organizations that
receive CDBG funds to offer a City Referral Service for homeless
shelter and other supportive services.
O HNS
In 2010, the City provided CDBG assistance to
13 social service providers in North County and
serves as a referral agency for homeless
shelters and support services.
Alternative
Housing 3.17
The City will continue to implement its Second Dwelling Unit Ordinance
(Section 21.10.015 of the Carlsbad Municipal Code) and will continue to
consider alternative types of housing, such as hotels and managed
living units.
P, HNS
The City continues to implement the Second
Dwelling Unit Ordinance and consider
alternative types of housing. In 2010, building
permits were issued for four second dwelling
units.
to 14
Part 2 - Program Implementation Status - January 2010 through December 2010
Table 2.1 CY 2010 Housing Element Program Implementation Status
HE
Program
Program
#Description Status
Dept/
Div Comments
Military and
Student
Referrals
3.18
The City will assure that information on the availability of assisted or
below-market housing is provided to all lower-income and special needs
groups. The Housing and Redevelopment Agency will provide
information to local military and student housing offices of the
availability of low-income housing in Carlsbad.
HNS
The City provides information on assisted and
below market housing to individuals and groups
needing that information.
Coastal
Housing
Monitoring
3.19
As a function of the building process, the City will monitor and record
Coastal Zone housing data including, but not limited to, the following:
1) The number of new housing units approved for construction within
the coastal zone after January 1, 1982.
2) The number of housing units for persons and families of low or
moderate income, as defined in Section 50093 of the Health and
Safety Code, required to be provided in new housing developments
within the coastal zone.
3) The number of existing residential dwelling units occupied by
persons and families of low or moderate income that are authorized
to be demolished or converted in the coastal zone pursuant to
Section 65590 of the Government Code.
4) The number of residential dwelling units occupied by persons and
families of low or moderate income as defined in Section 50093 of
the Health and Safety Code that are required for replacement or
authorized to be converted or demolished as identified above. The
location of the replacement units, 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.
O CED
1) In 2010, 10 units were permitted in the
Coastal Zone.
2) 0
3) 0
4) 0
Housing
Element
Annual Report
3.20
To retain the Housing Element as a viable policy document, the Planning
Department will undertake an annual review of the Housing Element and
schedule an amendment if required. As required, staff also monitors the
City's progress in implementing the Housing Element and prepares
corresponding reports to the City Council, SANDAG, and California
Department of Housing and Community Development annually.
15
Part 2 - Program Implementation Status - January 2010 through December 2010
Table 2.1 CY 2010 Housing Element Program Implementation Status
HE
Program
Fair Housing
Services
Program
#
4.1
Description
With assistance from outside fair housing agencies, the City will continue
to offer fair housing services to its residents and property owners.
Services include:
• Distributing educational materials to property owners, apartment
managers, and tenants;
• Making public announcements via different media (e.g. newspaper
ads and public service announcements at local radio and television
channels);
• Conducting public presentations with different community groups;
• Monitoring and responding to complaints of discrimination (i.e. intake,
investigation of complaints, and resolution); and
• Referring services to appropriate agencies.
Status
o
Dept/
Div
HNS
Comments
The City contracts with a fair housing agency to
provide their services to Carlsbad residents and
property owners. Services include those listed
in the column to the left.
16
r £; CITY OF A"&eceive-AgendaItem#
CARLSBAD Forth*Informationoflhe
\^j. I Y *y(J U Is GIL/
Asst.
Memorandum
March 22, 2011
To: City Council
From: Lisa Hildabrand, City Manager
Via Gary Barberio, Community and Economic Development Director
Re: Errata sheet for AB # 20,482 - ANNUAL HOUSING ELEMENT PROGRESS REPORT
FOR JANUARY 2010 - DECEMBER 2010
Correction:
Appendix A, page 1 (third paragraph and Table 1) incorrectly states that the current housing
element period is as follows:
January 1, 2003 through December 31, 2012*
* Housing Element cycle extended from June 30, 2010 to Dec. 31, 2012
This should correctly read as:
January 1, 2003 through December 31, 3012 April 30.2013*
* Housing Elomont cycle extended from Juno 30, 2010 to Dec. 31, 2012
* Per Senate Bill 575. the next Housing Element update is due no later than 18 months after
adoption of the Regional Transportation Plan (RTP). According to SANDAG. the RTP is
currently anticipated to be adopted in October 2011.
Also attached is an underline/strikethrough of Appendix A, page 1 showing the how the
changes should appear in the document.
'
Date:_^
Distribution:
City Clerk
Asst. City Clerk
Deputy Clerk
Book
Community & Economic Development
1635 Faraday Ave. I Carlsbad, CA 92008 I 760-602-2710 I 760-602-8560 fax
ANNUAL HOUSING ELEMENT PROGRESS REPORT
Appendix A - Description of terms and methods
JANUARY 2010 THROUGH DECEMBER 2010
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 the SANDAG.
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. 2003 through December 31. 2012 April 30. 2013.
Table 1: Carlsbad's Share of the RHNA
January 1, 2003 through December 31, 2012 April 30. 2013*
Income Group Definition**
(%ofAMI***)
New Construction
Needs
(in housing units)
Very Low
Low
Moderate
Above-Moderate
Totals
50% or under
51 - 80 %
81 -120%
Over 120%
1,922
1,460
1,583
3,411
8,376
extended from June 30. 2010 to Doc. 31. 2012 * Per Senate Bill 575, the
update Is due no later than 18 months after adoption of the Regional
P). According to SANDAG. the RTP is currently anticipated to be
** Definitions are from HjD, via the California Department of Housing and Community Development.
-»}.' *l>*AMf &$e Arq*!»§fl!aij Income. The 2010 AMI for San Diego-Carlsbad-San Marcos MSA for a
• •• -'• o:
'•-'.;t • VJ, •BEST
ORIGINAL
Annual Housing Element
Progress Report for
January 2010 –December 2010
Corey Funk
March 22, 2011
Purpose and Contents
•Comply with state law
•Maintain grant eligibility
•Housing Element Program 3.20
•Report contents in two parts
–Housing production status
–Program implementation status
Housing Production Status
•New dwelling units added in 2010
•Number of building permits issued
Income Category Permits Issued
Very Low 0
Low 4
Moderate 2
Above Moderate 371
Total 377
Housing Implementation Status
•List of programs and status
•Notable events or progress in 2010
•Direct assistance programs
•Housing program information
–City website
–Brochures at city facilities
Questions?