HomeMy WebLinkAboutAgenda Report - October 7, 2020 Public Comment->
November 18,2020
D.Comments bv the Public on Non-Aqenda ltems THE TIME ALLOWED PER NON-
AGENDA ITEM FOR COMMENTS MADE BY THE PUBLIC IS LIMITED TO FIVE
MINUTES.
Mike Lusk provided public comment requesting the City consider an affordable housing fee to be
paid by developers.
Mayor Kuehne requested staff research ways to enhance programs through developer impact
fees.
Alex Aliferis provided public comment, via email, asking about the costs incurred as a result of the
protests.
E. Comments bv the Citv Council Members on Non-Aqenda ltems
Council Member Mounce reported that she is attending the League of California Cities
Conference this week, virtually, and spoke about the experience. She announced that she was
selected to serve as a Board Member at large and stated that this is the 12th year that she has
served on the Board. Council Member Mounce is the longest serving Board Member and she
spoke about the support and historical information she has been able to provide the Board staff
Council Member Mounce thanked Public Works Director Swimley for assisting some local
residents with an issue they were having with a tree. She asked for an update from Public Works
on the paving schedule for the east side.
Council Member Mounce stated that she is highly supportive of Mr. Lusk's suggestion to
implement developer impact fees to help cover the cost of affordable housing.
Council Member Mounce asked the City Manager's office for information regarding the costs
associated with the recent protests in the City.
Council Member Chandler congratulated Council Member Mounce on her appointment to the
Board of the League of California Cities and thanked her for her continued leadership.
Mayor Kuehne concurred.
F. Comments bv the Citv Manaoer on Non-Aqenda ltems
City Manager Schwabauer thanked Council Member Mounce for her efforts to keep the pension
crisis facing California front and center. He spoke about the California League of Cities
Conference and the pension solutions discussed at the conference, all of which have already
been implemented by the City of Lodi thanks to the work done by Deputy City Manager Keys.
City Manager Schwabauer spoke about the changes being made to the unmet transit needs
process this year.
G. Public Hearinqs
G-1 Public Hearinq to Consider Adopting Resolution Approving Planninq Commission's
Recommendation to Amend the Safetv Element of the Citv of Lodi General Plan to
lmplement the Provisions of Senate Bill (SB) 5 and SB 1278 Related to 200-Year Flood
Protection (CD)
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LODI CITY COUNCIL Oct. 7,2020
LODI CITY MANAGER
BLUE SHEET AGENDA ITEM H-L Oct 7,2020
SUBJECT: OOO,t,ONS TO THE BUILDER IMPACT FEE SCHEDULE FOR
AFFORDABLE HOUSING FEE PROGRAM.
lnclude this with Agenda ltem H-L tonight. lf H-L is pulled please
include as a non agenda item.
I have not received any comments or contact on this previous
request.
Mike Lusk, Lodi
LODI CITY COUNCIL July L5, 2020
LODI CITY MANAGER
BLUE SHEET FOR NON-AGENDA ITEM JULY L5,2O2O MEETING
SUBJECT: ADDITIONS TO THE BUILDER IMPACT FEE SCHEDULE
(Since I cannot be here in person to read all of this item please do not
para phrase this subject but read all of page one and two down to the
Oakland Example.)
I am requesting that the City add the new category that I presented
to the Council last year and again on Jan L5, 2020 for additions to the
Buílder lmpact Mitigation Fund for a Recycled Water Fund in order to
Page 1 of 7
pay for new capital improvements and connections, metering and
pumping equipment etc. that will be needed to create this new revenue
portion of the Water Utility.
The Developers are expanding the boundaries of the City and creating
the future demand on all types of our water supply. lt should be their
burden to pay for the cost of creating the recycled water infrastructure
and not the Citizens/Utility rate payers of Lodi.
I also am requesting that another category for low income housing
be established.
This IMF based upon the square footage of each new unit built
develops a fund to be used to offset developer costs of low income
housing units, rents, remodel older housing units etc. This is in effect in
other cities in Calif. Using Oakland, San Jose, Palo Alto, Redwood City,
Elk Grove and Rancho Cordova to name a few. They even have a
program in the San Jose area where the price of a home, as an example,
would be SZZS,000 low income original price and the owner is
contracted to retain this same level of value in the event they sell in the
future and the original cost keeps rolling over in this program.
There are two examples included below, one from Oakland and
another from the City of Elk Grove. Deputy City Manager Andrew Keys
is familiar with the Elk Grove program as it was in existence during his
tenure with that City.
I respectfully request action on these issues and an open dialogue
for their implementation.
Thank You
Page 2 o17
Mike Lusk, Lodi
Oakland Example:
'll. DESCRIPTION OF DEVELOPMENT IMPACT FEES A. Affordable
Housing lmpact Fees Oakland Municipal Code (OMC) Chapter L5.72
(Ordinance No. L3365 C.M.S.) establishes affordable housing impact
fees in the City of Oakland to assure that market-rate residential
development projects pay their fair share to compensate for the
increased demand for affordable housing generated by such
development projects within the City of Oakland. Any development
project, unless exempt from this chapter, resulting in additional
housing units in new or existing buildings must pay to the City the
Affordable Housing lmpact Fees, or the applicant may elect to construct
on-site or off-site affordable housing units as perm¡tted under OMC
Sections L5.72.L00 and 15.72.LL0. These lmpact Fees are further
broken down into three lmpact Fee Zones for which fees vary. The
Affordable Housing Trust Fund established under OMC Chapter L5.62
receives all Affordable Housing lmpact Fees collected and all interest
and investment earnings thereon, shall be used to increase, improve,
and preserve the supply of affordable housing in the City, with priority
given to housing for very low income households. (Source Oakland
annual report)."
This IMF based upon the square footage of each new unit built
develops a fund to be used to offset developer costs of low income
housing units, rents, remodel older housing units etc. This is in effect in
other cities in Calif. Using Oakland, San Jose, Palo Alto, Redwood City,
Elk Grove and Rancho Cordova to name a few. They even have a
Page 3 of 7
program in the San Jose area where the price of a home as an example
would be 5275,000 low income original price and the owner is
contracted to retaín this same level of value in the eventtheysell in the
future and the original cost keeps rolling over in this program.
Excerpt from Elk Grove Low lncome Housing Fund Fiscal Year 20L8/Lg
Affordable Housing Fee Program Overview
An Affordable Housing Fee Program was adopted by the City
Council in2002, based on a Housing Nexus Study and Housing
lmpact Fee Analysis prepared the same year. The 2002 studies
identified the need for affordable housing in the City, and provided
maximum fee levels. The fee program was revised in 2004 to
make some minor implementation-related amendments and the
fee level d¡d not change. Modifications from 2004 to 2012
included only the annual inflation adjustment. A comprehensive
update to the fee levels, uses, and codification was approved by
the City Council on March 27,2013. As a result of the 2013
Nexus Study, the City consolidated the Affordable Housing Fund
and the Very Low lncome Housing Trust Fund and established
new maximum fees for residential and non-residential
development projects under the Affordable Housing Development
lmpact Fee Program. For accounting and reporting purposes, all
activities for both programs, including all loans regardless of
origination date, were combined in the Affordable Housing Fund
(Fund 231). ln FY2018119, the City began the process of updating
the affordable housing fee analysis, in order to ensure a nexus
still exists and to evaluate maximum fee levels under current
economic conditions. That fee analysis is expected to be
complete in FY2019120.
The Affordable Housing Fund has been used primarily to assist
the development of affordable rental housing units for low-income
households, which include many working families, seniors, and
Page 4 of7
persons w¡th disabilities. The City of Elk Grove's assistance
typically comes in the form of "gap" financing, which offers loans
with below market interest rates and favorable terms in order to
help assure the financial feasibility of such projects. Prior to the
update in 2013, the fee was applied only to residential
development and included a 3o/o administrative fee that went into
a separate account within the Affordable Housing Fund. (A
separate fee on non-residential development went into the Very
Low lncome Housing Trust Fund.) Currently, the fees are applied
to both residential and non-residential development, consistent
with the adopted levels for given types of uses, and the 3%
administrative fee continues to be charged.
Required Findings
1 . The purpose of the affordable housing fee program is to fund a
portion of the cost of affordable housing for low-income
households, the need for which is generated by new residential
and non-residential development in the City.
2. The reasonable relationship between the affordable housing
fee and the purpose for which it is charged is demonstrated in the
Affordable Housing Nexus Study dated February 27,2013.
3. Since the establishment of the Affordable Housing Fund, about
$74 million in loans has been committed to fourteen affordable
housing projects. The most recently completed project, the Bow
Street Apartments, has 98 units (97 atfordable units) and received
temporary certificates of occupancy in 2019. lt is now fully leased.
Of the City's $5 million loan to the Bow Street Apartments project,
$2 million was drawn in FY 2018119 and the remainder is
expected to be drawn in FY 2019120. ln FY 2017118, the City
made a loan commitment of $5 million to support the construction
of The Gardens at Quail Run, a proposed 96-unit affordable
apartment complex. The project's developer during FY 2018119
secured other
Page 25 of 96
Page 5 of 7
necessary funding sources and staff currently expects the project
to begin construction in early 2020. Loan disbursements are tied
to construction and leasing milestones and loan proceeds are
anticipated to be disbursed in FY 2020121.
Affordable Housing Fee (Fund 231 - page 1 of 2l
This citywide development impact fee program funds new
development's fair share of housing to serve eligible income
groups in the City.
Land use July 1,2018 Jan.1 2019 through
through December June 30, 2019
30, 201 I
Single-Family 94,276 / unit $4,493 / unit
Multi-Family $2,565 / unit $2,695 / unit
Commercial $0.70 / sq ft $0.74 / sq ft
Hotel $2.08 /sq ft $2.18 / sq ft
Manufacturing $0.80/ sq ft $0.84 / sq ft
Warehouse $0.85 / sq ft $0.90 / sq ft
Note: Fees are adjusted every January 1 for inflation.
Beginning Balance, July 1, $78,073 ,270
2018
lncome $3,979,716
Fees collected
CalHome HAP Loan $O
Reimbursement
. lnterest earned and change in $646,170
market value
Loan repayment interest $172,132
Other Revenues $154,855
Total $4,952,873
Disbursements Amount o/o Fee Funded in
FY19
Page 6 of 7
Current year loans issued $O
Homebuyer $2,000,000
Assistance
Program Loans
Professional and $45,572
legal services
lmpact Fee $75,488
Administration
Aff. Housing Staff $63,978
Salaries and
benefits
Total
Ending Balance, June 30,
2019
Adjustment to Fund Balance,
End of Year*
Adjusted Fund Balance, End
of Year
Assigned Fund Balance, End
of Year
Available Fund Balance as of
June 30, 201 I
(End of excerpt)
100o/o
100o/o
100o/o
100%
$2,1 95,039
$78,073 ,270
84,767,835
$82,841 ,105
$66,018,866
$16,922,239
I would like a response on the subject as outline above.
Respectfully
Mike Lusk, Lodi
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