HomeMy WebLinkAboutS23 - Affordable Housing Implementation Plan0
CITY OF NEWPORT BEACH
• CITY COUNCIL STAFF REPORT
TO:
FROM:
SUBJECT:
Agenda Item No. S23
July 24, 2007
HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
Robin Clauson, City Attorney
(949) 644 -3131, rclauson @city.newport- beach.ca.us
Sharon Wood, Assistant City Manager
(949) 644 -3222, swood @city.newport- beach.ca.us
Affordable Housing Implementation Plan and Memorandum of Understanding
Santa Barbara Condominiums (PA2004 -169)
ISSUES:
1. Should the Santa Barbara Condominium project be subject to the policies in the 2006
Housing Element and Ordinance No. 2007 -6 regarding development agreements?
• 2. Is payment of $5,000,000 to the City an appropriate public benefit in consideration for
application of the 2006 Housing Element and vesting of development rights?
RECOMMENDATION:
1. Adopt the attached Resolution Approving an Affordable Housing Implementation Plan
(AHIP) for Lennar Homes Santa Barbara Condominiums and a Memorandum of
Understanding Between Lennar Homes of California, Inc. and City of Newport Beach
(PA2004 -169).
DISCUSSION:
On January 10, 2006, the City Council approved an application made by Lennar Homes for
the development of 79 condominiums on a 4.25 -acre site that presently is developed with an
outdoor tennis complex operated by the Newport Beach Marriott Hotel located at 900 Newport
Center Drive.
Affordable Housing:
The Resolution approving the project includes the following condition with regard to affordable
housing.
• 5. The applicant shall provide a minimum .of 20% of the total units (16 units)
for affordable income households in accordance with Housing Programs
2.2.1 and 2.2.3 of the Newport Beach Housing Element. The applicant
• AHIP and MOU — eta Barbara Condominiums
July 24, 2007
Page 2
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shall enter into an agreement with the City to provide said units, which
units may be provided off -site, at an approved location within the City.
These units shall be identified in the agreement and constructed and
completed prior to the issuance of any certificate of occupancy for the
project. The agreement shall be reviewed and approved by the City
Attorney and shall be executed and recorded prior to the recordation of
the final tract map or the issuance of a building or grading permit for the
proposed subdivision.
Lennar began working with City staff to meet the Housing Element requirement then in effect,
that 20% of new units should be provided for lower income households, shortly after submittal
of their application. After having no success in finding sites available to develop new affordable
units, Lennar appeared before the City Council's Affordable Housing Task Force to discuss
purchase of covenants on existing affordable units to extend the term of their affordability, and
received Task Force support for that approach. Lennar identified one apartment complex with a
covenant to expire in 2005, but was unsuccessful in reaching agreement with the apartment
owner to extend the covenant. Lennar then explored payment of an in -lieu fee to the City, but
the Housing Element specifically required the provision of units as the affordable housing
requirement for projects with more than 50 units. Lennar's next effort was to identify existing
market rate apartments, for which they could purchase covenants to convert them to affordable
units. They investigated four properties that did not work out before finding Newport Courtyard •
and 1128 -1142 Rutland Road, which is now proposed to meet their affordable housing
requirement.
Newport Courtyard is a 12 —unit apartment complex, and Condition 5 requires 16 affordable
units. However, during the 17 months since City Council's approval of the Santa Barbara
project (during which time Lennar has been seeking Coastal Commission approvals) the City
adopted a new Housing Element as part of the General Plan update in 2006. Because of the
opportunities for housing development that were added to the Land Use Element, the Housing
Element was changed to set a goal 15% of all new units be affordable, and to require that an
AHIP be prepared for projects with more than 50 units. The AHIP is to specify how the
development will meet the City's affordable housing goal. Lennar appeared before the
Affordable Housing Task Force again on May 22, 2007. The Task Force supported Lennar's
compliance with the current Housing Element in satisfaction of Condition 5, specifically the
purchase of covenants to restrict income and rent on the 12 units to moderate income levels for
30 years.
The attached AHIP describes the affordable housing project, renovations that will be completed,
the income and rent limits that will be implemented, the term of the limits and compliance with
the Housing Element. If the City Council approves the AHIP, an Affordable Housing Agreement
among the City, Lennar and the property owner will incorporate the AHIP provisions and set
forth additional details such as tenant screening and selection and annual monitoring. As
required in Condition 5, this agreement will be reviewed and approved by the City Attorney and •
recorded prior to the recordation of the final tract map on the Santa Barbara project or the
issuance of any permit for that project.
•
• AHIP and MOU — A Barbara Condominiums
July 24, 2007
Page 3
Memorandum of Understanding:
In addition to amending the Housing Element during the time that the Santa.Barbara project was
before the Coastal Commission, the City Council adopted an amendment to the Municipal Code
regarding development agreements as one of many means of implementing the updated
General Plan. Development agreements are now required for projects that require a legislative
act (such as an LCP amendment) and include more than 50 residential units. The Santa
Barbara project meets these criteria, and Lennar is willing to comply with the new development
agreement requirements, as they have requested that the City apply the new Housing Element
provisions.
The proposed Memorandum of Understanding establishes the City's and Lennar's agreement to
prepare a development agreement expeditiously, and outlines the provisions to be included in
the development agreement. Those provisions are as follows:
I. Lennar will pay the City $5,000,000 as part of the development agreement as a public
benefit to the city. This amount is in addition to the $5,000,000 mitigation fee imposed
by the Coastal Commission that is the subject of Agenda Item 18.
• 2. The City will expeditiously review the Affordable Housing Agreement to implement the
AHIP, and will provide expedited review of development plans for the Santa Barbara
project.
3. City development approvals will be vested for five years.
ENVIRONMENTAL REVIEW:
A Mitigated Negative Declaration (MND) has been prepared for the proposed project in
accordance with the implementing guidelines of the California Environmental Quality Act
(CEQA). The document was made available for public review and comment during a 30-day
review period from July 15 to August 15, 2005 and approved by the City Council on January
10, 2006.
Submitted by:
Robin Clauson
City Attorney
Sharon Wood
Assistant City Manager
• Attachments: 1. City Council Resolution
2. Affordable Housing Implementation Plan
3. Memorandum of Understanding
RESOLUTION NO. 2007 -_ •
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NEWPORT
BEACH APPROVING AN AFFORDABLE HOUSING IMPLEMENTATION
PLAN AND MEMORANDUM OF UNDERSTANDING FOR THE SANTA
BARBARA CONDOMINIUM PROJECT AT 900 NEWPORT CENTER DRIVE
(PA2004 -169)
WHEREAS, on January 10, 2006, the City Council adopted Resolution No. 2006 -2,
approving an application by Lennar Homes for the development of 79 condominium units at
900 Newport Center Drive; and
WHEREAS, the Resolution includes Condition 5, which establishes the requirements for
the project to meet the affordable housing requirements in the City's Housing Element; and
WHEREAS, on July 25, 2006, the City Council approved a comprehensive update to the
General Plan, including changes in affordable housing requirements under an updated Housing
Element; and
WHEREAS, on March 27, 2007, the City Council adopted Ordinance No. 2007 -6,
amending provisions under which development agreements shall be required for residential
projects to implement new policies and land use changes in the General Plan; and
WHEREAS, Lennar has requested approval of an Affordable Housing Implementation
Plan that complies with the requirements, of the updated.Housing Element as satisfaction of •
Condition 5; and
WHEREAS, Lennar wishes to enter into a development agreement to comply with
Ordinance No. 2007 -6, vest its rights to develop the project as approved and establish a
public benefit contribution to the City;.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Newport
Beach hereby approves the Affordable Housing Implementation Plan for Santa Barbara
Condominiums attached as Exhibit 1, and approves the Memorandum of Understanding
Between Lennar Homes of California, Inc and City of Newport Beach attached as Exhibit 2.
Passed and adopted at a regular meeting of the City Council of the City of Newport Beach held
on July 24, 2007.
Steven Rosansky, MAYOR
ATTEST:
CITY CLERK
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Lennar Homes
Santa Barbara Condominiums
Affordable Housing
Implementation Plan
City of Newport Beach, CA
July 24, 2007
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Lennar Homes - Santa Orbara Condominiums •
Affordable Housing Implementation Plan Page 2
Table of Contents
L Executive Summary
3
Background 3
City Process
Summary
77. Affordable Housing Project Description
Unit Descriptions
Renovations
Buildings /Common Areas
Maintenance 5
Project Location Map 7
Site Photos g
III. Consistency with Housing Element 9
IV. Income and Rent Limits io
AppendixA - City ofNewport Beach Resolution ofApproval 11
•
C1
Lennar Homes — Santa BItara Condominiums •
Affordable Housing Implementation Plan Page 3
• I. Executive Summary
In January 2oo6 the City of Newport Beach approved a General Plan Amendment,
Coastal Land Use Plan Amendment and Planned Community Text for a project being
proposed by Lennar Homes. The project consists of 79 market rate single- family
condominiums in Newport Center, adjacent to the Newport Beach Marriott on the
former tennis court site. Condition 5 of the City Council Resolution approving the
project establishes the affordable housing requirement for the project, as follows:
The applicant shall provide a minimum of 20% of the total units (16 units) for
affordable income households in accordance with Housing Programs 2.2.1 and
2.2.3 of the Newport Beach Housing Element. The applicant shall enter into an
agreement with the City to provide said units, which units may be provided off -
site, at an approved location within the City. These units shall be identified in
the agreement and constructed and completed prior to the issuance of any
certificate of occupancy for the project. The agreement shall be reviewed and
approved by the City Attorney and shall be executed and recorded prior to the
recordation of the final tract map or the issuance of a building or grading
permit for the proposed subdivision.
Background
The City of Newport Beach's Housing Element as approved by the City Council in July,
2oo6, after approval of the Lennar project, includes an amended Housing Program
• 2.2.1, which sets the goal that 15% of all new housing units in the city be affordable to
very low -, low- and moderate - income households. Projects with more than 50 units are
required to prepare an Affordable Housing Implementation Plan (AHIP) that specifies
how the development will meet the City s affordable housing goal.
City Process
Upon submittal of the Santa Barbara Condominium project to the city, Lennar began
working with the city staff to evaluate scenarios to comply with the Housing Element.
Due to the lack of available land in Newport Beach, Lennar gained conceptual consent of
the City Council's Affordable Housing Task Force to purchase covenants to restrict
existing, market rate units to moderate - income households and rents affordable to
them.
Summary
After extensive research on options for meeting the affordable housing requirements,
meeting with the Affordable Housing Task Force, and in consideration of the newly
adopted Housing Element requirement for 15% of all new units to be affordable, Lennar
agrees to meet the requirements of the City Council condition of approval and the July
2oo6 Housing Element as described below.
•
Lennar Homes — Santafrbara Condominiums •
Affordable Housing Implementation Plan Page 4
Il. Affordable Housing Project Description •
The Newport Courtyard Apartments at 1128 — 1142 Rutland Road, Newport Beach is an
existing, market rate, 12 -unit apartment complex. Lennar will satisfy its affordable
housing requirement through the. purchase and recordation of covenants that restrict
the occupancy of the apartments to qualifying moderate- income households, and
restrict the rental rates as affordable to these households, for 30 years. An Affordable
Housing Agreement among the City of Newport Beach, Lennar and the property owner
shall be executed and recorded prior to the recordation of the final tract map or the
issuance of a building or grading permit for the Lennar project.
Unit Descriptions
The apartment complex consists of two separate buildings that face a common
courtyard area that features a swimming pool. Each building contains six units and a
laundry room. The units are generously sized at approximately 1,1oo square feet. The
apartments all contain two bedrooms and two bathrooms and a dining area. Each unit
has one assigned carport. While the units were built in 1g61, the owner is currently
undertaking a significant renovation effort to upgrade the complex.
Renovations
Comprehensive renovations to the property to make the complex comparable with more
recently constructed projects and ensure that it provides viable housing opportunities
for the term of the covenants will be completed prior to the issuance of any certificate of
occupancy for the Lennar project, as required by the City Council condition of approval. •
The renovations will include the following:
Buildings /Common Areas
• Recovering of the existing stucco on the building facade with Hardiplank Select
Cedarmill Siding
• Complete replacement of all roof materials
• Exterior repainting of the entire complex, including the iron handrails
• Installation of new vertical wrought iron pickets between the existing pickets on
the railings in the courtyard area
• Installation of new redwood fencing on the back side of both buildings, enclosing
rear patio /porch areas
• Replacement of fences enclosing patio areas for each unit adjacent to the
common courtyard with lower landscape shrubs to allow visibility and openness
in the courtyard area for each apartment
• Renovation of both laundry rooms to include:
o New 30 gallon electric water heaters and non -burst water supply lines
o New countertop for folding clothes
o New vinyl flooring, windows and doors
• Installation of new motion detecting light fixtures in the garage area
• Replacement of concrete in the central common area with pavers throughout the
courtyard
• New landscaping throughout the property •
Lennar Homes —Santa 1311ara Condominiums •
Affordable Housing Implementation Plan Page 5
• Units
Kitchens
• Complete kitchen remodel of two units with new appliances, countertops,
cabinets and sinks
• Replacement of seven -year old appliances with new ones in two units
• Maintenance of appliances less than three years old in eight units
Bathrooms
• Replacement of all toilets with new, low -flow toilets
• Replacement of all shower heads with new, low -flow shower heads
Windows and Doors
• Installation of new vinyl windows and sliding glass doors
• Insallation of new Dutch style front doors in all 12 units
Walls and Floors
• Repainting of all units' interiors
• Installation of new carpet in each unit
Maintenance
The property will be maintained and preserved in good condition, in good repair, and in
• a decent, safe, sanitary, habitable and tenantable condition. All units will be fit for
occupation by human beings and substantially comply with state and local building and
health codes. At a minimum, all rental units shall have the following:
• Effective waterproofing and weather protection of roof and exterior walls,
including unbroken windows and doors
• Plumbing facilities in good working order, including hot and cold running
water, kitchen sink, working toilet, wash basin, and bathtub or shower,
connected to a sewage disposal system
• Gas facilities in good working order
• Heating facilities in good working order
• An electric system, including lighting, wiring, and equipment, in good
working order
• Clean and sanitary buildings, grounds, and appurtenances (for example,
courtyard, swimming pool and carports), free from debris, filth, rubbish,
garbage, rodents, and vermin
• Adequate trash receptacles in good repair
• Floors, stairways, and railings in good repair
• Safe fire or emergency exits leading to a street or hallway
• Stairs, hallways, and exits kept litter -free
• Storage areas, garages, and basements kept free of combustible materials
• Operable deadbolt locks on the main entry doors of rental units, and operable
locking or security devices on windows
• o Working smoke detectors in all units and in common stairwells
Lennar Homes — Santa Cara Condominiums •
Affordable Housing Implementation Plan Page 6
o Ground fault circuit interrupters for swimming pools and antisuction •
protections
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Lennar Homes — Santa A= Condominiums •
Affordable Housing Implementation Plan Page y
• Project Location Map
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Lennar Homes — Santa B11ara Condominiums •
Affordable Housing Implementation Plan Page 9
• III. Consistency with Housing Element
The City of Newport Beach completed a comprehensive General Plan update in 20o6.
The Housing Element was included in the update to ensure consistency with the
updated Land Use Element.
The Housing Element details a number of goals for the City, which include the
following: promoting quality residential development through application of sound
planning principles and policies that encourage preservation, conservation, and
appropriate redevelopment of housing stock; providing a balanced residential
community that contains a variety of housing types, designs and opportunities for all
economic segments of the community; extension of affordability covenants with owners
of existing affordable apartments; preserving and increasing housing affordability,
through rental housing, for very low- and low- income households; and providing
housing for special needs groups.
The affordable housing apartment complex achieves a number of the above goals,
including promoting quality residential development, preserving and increasing housing
affordability and contributing to a balanced residential community through rental
housing. By converting 12 existing, market rate rental units exclusively for Moderate
Income Households for 30 years, the project increases housing affordability in the City
and preserves rental housing that might otherwise be converted to condominiums.
• The affordable housing apartment complex is consistent with a number of the goals and
policies in the Housing Element. Listed below is a matrix of where the Housing Element
and project are consistent
Goal
Project Consistency
H 1
Project renovates and preserves an existing
Quality residential development and
apartment community in Newport Beach
preservation, conservation, and
and adds deed restrictions to all 12 units
appropriate redevelopment of housing
for 30 years to restrict rental to qualifying
stock
moderate income households
H 3
Project provides for 12 additional rental
Housing opportunities for as many renter
units available to Moderate Income
and owner occupied households as
Households
possible in response to the demand for
housing in the city
•
Lennar Homes — Santa *bara Condominiums •
Affordable Housing Implementation Plan Page 10
W. Income and Rent Limits •
The Newport Courtyard Apartments at 1128 — 1142 Rutland Road, Newport Beach will
be restricted for rent by qualifying households. In order to meet the minimum eligibility
requirements the units must be rented to households qualifying as Moderate Income
Households.
Moderate Income Households will have income that does not exceed 120% of the
Orange County ( "County "), California annualized median family income ( "Moderate
Income ") as then currently published by the United States Department of Housing and
Urban Development ( "HUD ") for the County based on four (4) person households, as
the same may be adjusted from time to time.
Rent shall not exceed thirty percent (30 %) of the income limit.
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Lennar Homes — Santa Bitara Condominiums •
Affordable Housing Implementation Plan Page 11
• Appendix A
City of Newport Beach Resolution of Approval
[TO BE INSERTED]
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MEMORANDUM OF UNDERSTANDING BETWEEN LENNAR •
HOMES OF CALIFORNIA, INC. AND CITY OF NEWPORT BEACH
This Memorandum of Understanding ( "MOU ") is entered into by and between Lennar
Homes of California, Inc., ( "Lennar") and the City of Newport Beach (City), a municipal
corporation, through its duly elected, appointed, qualified or acting representatives.
RECITALS
A. WHEREAS, on January 10, 2006 the Newport Beach City
Council approved Resolution NO. 2006 -2 adopting Mitigated Negative Declaration (SCH
NO. 2005 - 071067) and approved General Plan Amendment No. 2004 -005, Local Coastal
Program Land Use Plan Amendment No. 2005 -001, Tentative Parcel Map No. 2005 -014,
Tentative Tract Map No. 2004 -004 (16774), Traffic Study No. 2005 -002 and Coastal
Residential Development Permit No. 2005 -004 and adopted Ordinance No. 2006 -1
approving Planned Community Development No. 2005 -003 amending Zoning District
Map No. (48) changing the subject property from CV -B to. RM -C for property located at
900 Newport Center Drive (PA 2004 -169); and
B. WHEREAS, on July 25, 2006 the City Council approved a •
comprehensive update of the City's General Plan, including changes in Affordable
Housing Requirements under an updated Housing Element; and
C. WHEREAS, on March 27, 2007,—the City Council adopted
Ordinance No. 2007 -6, amending provisions under which development agreements shall
be required for residential development projects in the City to implement new policies and
Land Use changes in the new General Plan and requiring development agreements for
projects that require a legislative act and include more than 50 units; and
D. WHEREAS, on July 10, 2007 the California Coastal
Commission approved City of Newport Beach Land Use Plan Amendment NPB- MAJ -1 -06
Part A (Marriott Hotel VSC to MDR/Santa Barbara Condominiums) subject to
modifications; and
E. WHEREAS, Lennar has requested approval of an Affordable
Housing Implementation Plan (AHIP) which documents Lennar's commitment to the
provision of 12 apartment units in the Moderate Income level for a period of 30 years and
which will satisfy the intent of Condition No. 5 of Resolution No. 2006 -2 for affordable
housing; but will comply with the amended requirements for number of units of affordable
housing under the updated. Housing Element.
F. WHEREAS, concurrent with and as consideration for the •
approval of the AHIP under the provisions of the updated Housing Element, the two parties
Memorandum of Understand •
Between Lennar Homes of California, Inc.
And City of Newport Beach Page -2 -
• wish to enter into a development agreement to vest the right to develop the project without
additional public benefit contributions other than payment to the City of Newport Beach
the amount of $5 million for the City to use for projects that provide a public benefit to the
City as determined by the City Council.
NOW, THEREFORE, it is mutually agreed by and between the undersigned parties as
follows:
Section 1. The City shall give prompt consideration to the necessary support language for
Coastal Commission approval of the Coastal Development Permit, and to the Affordable
Housing Implementation Plan (AHIP) required by the current Housing Element.
Section 2. The parties will expeditiously prepare and the Newport Beach Planning Commission
and City Council will promptly consider approval of a development agreement that includes the
following principal provisions. The development agreement must be approved and executed
before the issuance of any grading or building permit for the project.
A. As a condition of the development agreement, Lennar shall pay $5 million to the
City of Newport Beach. This amount shall be paid in two installments, $2 million to be
delivered concurrently with the issuance of the first residential building permit and $3
. million to be delivered concurrently with the issuance of the final occupancy permit for all
79 homes. If the certificate of occupancy for the 79h unit is not issued within in 12 months
of the first certificate of occupancy then the $3 million shall be due on a pro rata per unit
basis for those units for which a certificate of occupancy has been issued and payable on a
pro rata basis for the ensuing units as each certificate of occupancy is issued. Upon
payment of this amount, no other payment shall be required for public benefit to the City of
Newport Beach.
B. The City will expeditiously review the Affordable Housing Agreement to
implement the AHIP, and will provide expedited review of development plans for the
project, in support of timely receipt of building permits and final occupancy permits.
C. City development approvals will be vested for a period not to exceed five (5)
years.
Section 3. The terms of this MOU shall become effective upon execution by both parties and
shall continue thereafter until the satisfactory completion of the obligations of the parties as
described. herein. The MOU may be altered, changed, or amended by mutual consent of the
parties. Any changes or amendments must be in writing and signed by the parties before such
change or amendment shall take effect.
Section 4. The MOU is executed in counterparts, each of which shall be considered a
40 duplicate original.
07/20/2007 11:42 FAX 949 349 0893
•
Between Lennar Homan ofCattfornio, Inc.
Memorandum of Understanding
And City of Newport Beach .
LENNAR SOUTHCOAST
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IM 004/004
Page -3 -
Section S. Notices: Any demand upon or notice required or permitted to be given by one
party to the other shall be in writing, shall be made in the following manner, and shall be
effective (a) upon receipt if given by personal delivery, (b) on the date indicated on the recelpt if
given by certified or registered mail, return receipt requested, or (c) on the succeeding business
day after mailing or deposit- if given by Express Mail or by deposit with a private delivery
service of general use (e.g. Federal Express), postage or fee paid, as appropriate, addressed to
the parties in Paragraph 6. Notice of a change of address shall be given by written notice in the
manner set forth in this section.
Section 6. For the purposes of this MOU, all information, requests, or other business
including any demand upon a party or notice pursuant hereto shall be coordinated through the
following agency representatives:
City of Newport Beach
Homer Bludau, City Manager
3300 Newport Blvd.
Newport Beach, CA 92658 -8915
Lennar Homes of California, Inc.
Mr. John Baayoun
Regional Vice President
25 Enterprise
Aliso Viejo, CA 92656
Section 7. This MOU shall be binding upon and shall inure to the benefit of the successors and
assigns of the parties.
Sectign 8. This MOU shall be governed by, and construed and enforced in accordance with,
the laws of the State of California.
APPROVED AS TO FORM:
By:
Robin Clauson
City Attorney
MIl! M R"
CnT OF NEWPORT BEACH,
A Municipal Corporation
By:
Steven Rosansky
Mayor
of California, Inc.
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LaVonne Harkless Ja oun
City Clerk egi Niue President •