HomeMy WebLinkAbout2.0_Additional Materials Presented at Meeting_Staff_PA2022-0202Code Update Related to Fractional Homeownership
Planning Commission Study Session
October 6, 2022
Seimone Jurjis, CDD Director
Jaime Murillo, AICP, Principal Planner
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
Discussion Outline
•What is Fractional Homeownership
•Pros and Cons
•Current Regulations
•City Council Background and Direction
•Research Findings
•Options and Direction
Community Development Department 2
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
Community Development Department 3
What is Fractional
Homeownership?
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
Fractional Ownership of
Personal Property: What is it?
Community Development Department 4
Not a new idea
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
Fractional Ownership of
Real Estate
•Partial ownership of property:
•Common with commercial properties
•Emerging with single-family residential
•Vacation property (2nd or 3rd homes)
•Fractions offered for sale online
Community Development Department 5
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
Companies Selling
Fractional Ownership
Community Development Department 6
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
How it Works
•Property is purchased under a Limited Liability
Corporation (LLC)
•Shares of the property are sold:
•1/8 ownership or greater
•Operating Agreement is used to manage the
property
Community Development Department 7
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
Operations
•Co-owners agree on usage (days, week)
•1/8 share = 45 days (not consecutive)
•typically less than 30 consecutive day stays
•managed through calender
•Owners pay share of property costs:
•maintenance, management, HOA, cleaning, tax,
utilities, insurance, and reserve funds costs
•Short-term lodging or renting is not allowed
•Co-owners can sell their interest
Community Development Department 8
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
Community Development Department 9
Pros and Cons
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
•Function like short term rentals –non-resident vacation behaviors
•Commercialization of neighborhoods
•Impacts housing affordability –increased vacation homes and reduced housing stock
Complaints/Concerns
Community Development Department 10
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
•Less vacancies of second home
•Better property maintenance
•Increased spending in community
•Alleviate pressure of median-priced homes
Claimed Benefits
Community Development Department 11
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
Community Development Department 12
How Does City
Regulate?
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
City Regulation
Community Development Department
•City can regulate Land Use but not Ownership
•City regulates what is adopted in the Newport
Beach Municipal Code
•56% of single-family properties in City are
owned under an LLC or Trust
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Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
Municipal Code Review
Community Development Department
•Single-Family Dwelling Use –House Owned by LLC
Allowed – Can’t Regulate Based on Ownership
•Short Term Lodging Allowed by Permit, Except in R-1
•Fractional Ownership doesn’t fit definition
•Rented or leased for a period of less than 30 days (these
are owned)
•Time Share Project–Prohibited, except in
commercial and mixed-use zones
•Fractional Ownership doesn’t meet definition
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Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
“Time Share” Defined
Community Development Department 15
NBMC §21.70.020
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
“Development” Defined
Community Development Department 16
•Ownership, including multiple owners is not
development
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
Municipal Code’s
Time Share Requirements
Community Development Department 17
•Commercial visitor accommodations are not
residential uses
•Visitor accommodations
•Conversion of dwellings prohibited
•Minimum 100 timeshares or less with 300-unit resort hotel complex
•Substantial amenities required
•(e.g. golf courses, tennis courts, swimming pools, etc.)
•Sales, operating, management, and contingency plans required
•Use Permit and Development Agreement Required
Adapted from NBMC §20.48.220
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
Community Development Department 18
City Council
Background and
Direction
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
City Council Background
•November 16, 2021, Study Session
•4 known homes
•Directed staff to study what other cities are doing and report back
•September 13, 2022-City Council Study Session
•Sagecrest Planning+Environmental Report
•11 known homes
•Directed staff to return with proposed action items
19Community Development Department
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
City Council Direction
•September 27, 2022 –Council Meeting
•Initiated Zoning Code and Local Coastal Program Amendment
•Did not pursue moratorium
•Directed staff to work expeditiously with Planning
Commission
20Community Development Department
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
Community Development Department 21
Research
Findings
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
Report Findings
•13 Cities -Consider Fractional Ownership a form of timeshare
•Carlsbad, Carmel by the Sea, Hermosa Beach, Monterey, Village of North Haven, Pacific Grove, Palm Desert, Palm Springs, Park City, South Lake Tahoe, Sonoma, St. Helena, Truckee
•7 Cities -Do not regulate •Encinitas, Vail, Fort Lauderdale, Indian Wells, Santa Barbara, Santa Cruz, Napa
•4 Cities -Revised definition of timeshare •Palm Desert, Truckee, St. Helena, Sonoma
22Community Development Department
22 Cities Surveyed
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
Report Findings
•4 Cities –Issued Cease and Desist Letters
•Carmel by the Sea, Monterey County, Palm Springs, South Lake Tahoe
•3 Cities –Working on code update to timeshare
•Hermosa Beach, Pacific Grove, Park City
•1 City -Current moratorium to study
•Beverley Hills (expiring July 2023)
•1 City -Active litigation
•St. Helena
23Community Development Department
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
12 Known Properties in City
24Community Development Department
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
Short Term Lodging in City
25Community Development Department
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
Case Studies - St. Helena, CA
•Classifies fractional housing as timeshare
•Updated code
•Broaden timeshare definition
•Right of occupancy < Full year
•Limits timeshares to commercial zones
•Bolsters enforcement authority
•Modeled after short-term rental ordinance
26Community Development Department
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
Case Studies - St. Helena, CA
•Current litigation -Ownership group and Pacaso filed suit against City
•Plaintiff’s Claim
•City ordinance invalid (pending)
•Enforcement violates plaintiff’s due process –14th Amendment (pending)
•City is selectively and discriminatorily enforcing regulations (pending)
•Enforcement exceeds City’s authority (pending)
•City interfering with economic advantage (dismissed)
27Community Development Department
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
Case Studies –Palm Springs, CA
•Classified as timeshare
•Permitted in zones which permit hotels
•Require approval of a CUP
•Cease-and-Desist Order
•Proceeding with code enforcement actions on existing unpermitted units
28Community Development Department
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
Case Studies- Park City, UT
•Updating code to allow and regulate
•Tentative City Council hearing –October 6, 2022
•Creating new definition -Single-Family Dwelling Fractional Ownership/Use
•Property owned by LC, LLC, or corporation
•Owner occupancy right < 30 days at a time
•Unrelated co-owners
•Advanced reservations via electronic systems
•Management subscription fee
29Community Development Department
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
Case Studies- Park City, UT 30Community Development Department
Case Studies –
Park City, UT
Locations Allowed
•Commercial Zoning Districts
•Residential Development -
Medium Density
•Same zones where
Timeshares and Private
Residential Clubs allowed
Prohibited Locations
•Historic, Single-Family, and
Estate Zoning Districts
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
Case Studies- Park City, UT
•Require approval of a CUP
•Require management plan
•Responsible party –return call within 20 minutes and within one hour drive of property
•Snow removal for access and parking
•Maintain property
•Noise and occupancy control
•Prohibit nightly rentals, on-street parking, commercial activities, and signs
•Business license
31Community Development Department
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
Community Development Department 32
Options and
Direction
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
1) Definitions –Option A
•Amend Timeshare Project Definition
•Eliminate “development” criteria (St. Helena)
•Clarify fractional use includes plan facilitated, offered, or organized by a third-party manager (Hermosa Beach)
•Exclude arrangements whereby multiple property
parties join in directly purchasing full ownership of
a unit and thereafter agree upon arrangements for
its use (Palm Desert)
•Considered an accommodation and would effectively prohibit in residential zones
33Community Development Department
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
1) Definitions –Option B
•Create Fractional Ownership Land Use
•Create a new and separate fractional ownership use definition
•Owner occupancy right < 30 days at a time
•Establish specific regulations/standards
•Considered a form of residential use and allow in all
zones that allow residential uses
34Community Development Department
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
2) Review Process Options
a)Use Permit (Public Hearing)
•Conditional Use Permit (CUP):Planning Commission
•Minor Use Permit (MUP): Zoning Administrator
OR
b)Zoning Clearance (No Hearing)
•Planning staff reviews and issues approval letter
35Community Development Department
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
3) Parking Requirements
•Parking shall conform with current standards
(size and number)
•Parking shall be free of obstructions and
available for use
36Community Development Department
4) Noise Restrictions
•Prohibition of amplified sound outside or
audible at PL from 10 pm to 10 am
•Compliance with City noise ordinance
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
5) Separation Standards
•R-1 Zones: 500 feet separation between other
fractionals (areas where STL prohibited)
•Other Residential Zones –No separation
37Community Development Department
6) Trash Management
•Property manager responsible for ensuring containers put out/in on appropriate days
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
7) Management Plan
•Require submission of operating
agreement/management plan to City
•Contact person to address issues
38Community Development Department
8) Prohibit Subletting
•Prohibit subletting of unit for rentals, including short-term lodging
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
9) Good Neighbor Policy
•Owner responsibilities and acknowledgment
of potential enforcement/fines
•Contact person
•Parking rules
•Street sweeping
•Trash collection
•City noise restrictions
39Community Development Department
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
10) Owner Acknowledgments
•Sign acknowledgement by each owner
submitted to the City
•Understanding of parking rules, street
sweeping schedule, trash collection, and noise restrictions
•Understanding of Good Neighbor Policy
•Prohibition against subletting
•Enforcement and fines
40Community Development Department
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
11) Grandfathering Provisions
•Difficult to retroactively regulate existing
uses or those in process
•Allow to remain as legal nonconforming uses
41Community Development Department
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)
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Questions and Discussion
Seimone Jurjis, CDD Director
sjurjis@newportbeachca.gov
Jaime Murillo, AICP, Principal Planner
jmurillo@newportbeachca.gov
Planning Commission Study Session
October 6, 2022
Planning Commission Special Meeting - October 6, 2022 Item No. 2c - Additional Materials Presented by Staff Code Update Related to Fractional Homeownership (PA2022-0202)