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RDA RES 2009-014 RESOLUTION NO. RDA 2009- 14 A RESOLUTION OF THE RANCHO PALOS VERDES REDEVELOPMENT AGENCY ADOPTING AN IMPLEMENTATION PLAN FOR PROJECT AREA NO. 1. THE RANCHO PALOS VERDES REDEVELOPMENT AGENCY HEREBY FINDS, DETERMINES, RESOLVES AND ORDERS AS FOLLOWS: Section 1: The Redevelopment Plan for Project Area No. 1 of the Rancho Palos Verdes Redevelopment Agency (the "Project Area") was approved and adopted by Ordinance No. 190 of the City Council of the City of Rancho Palos Verdes on November 27, 1984. Section 2: Health and Safety Code Section 33490 requires that each redevelopment agency that has adopted a redevelopment plan prior to December 31, 1993, adopt, after a public hearing, an Implementation Plan on or before December 31, 1994 and each five years thereafter, containing the specific goals and objectives of the agency for the project area, the specific programs (including potential projects), and estimated expenditures proposed to be made during the next five years, and an explanation of how the goals and objectives, programs and expenditures will eliminate blight within the project area and implement the low and moderate income housing requirements of the Community Redevelopment Law (Health and Safety Code Section 33000, et seg.). Section 3: The Agency adopted an initial Implementation Plan for the Project Area on December 6, 1994, an updated Implementation Plans on December 7, 1999 and December 7, 2004. All three of these Implementation Plans are on file in the office of the City Clerk. Section 4: The Agency has prepared anew Implementation Plan for the Project Area, attached hereto as Exhibit A and incorporated herein by reference (the "Implementation Plan"), in accordance with the requirements of Health and Safety Code Section 33490. Section 5: On December 15,2009,the Agency held a duly noticed public hearing on the proposed adoption of the Implementation Plan at which time all persons desiring to comment on or ask questions concerning the Implementation Plan were given the opportunity to do so. Prior to the public hearing on the Implementation Plan, copies of the Implementation Plan were available for public inspection in the office of the City Clerk. Section 6: The Agency has reviewed and considered all written and oral comments, questions and concerns regarding the Implementation Plan received prior to and at the public hearing on the Implementation Plan. Section 7: The Agency hereby adopts the Implementation Plan as the Implementation Plan for the Project Area pursuant to the requirements of Health and Safety Code Section 33490. Section 8: The Implementation Plan may be amended from time to time after a public hearing on the proposed amendment. Section 9: Adoption of the Implementation Plan does not constitute an approval of any specific program, project or expenditure and does not constitute a project within the meaning of Section 21000 of the Public Resources Code. Section 10: The Agency hereby directs that the Implementation flan remain on file in the office of the City Clerk and be open to public inspection. PASSED, APPROVED AND ADOPTED this 15th day of December, 2009. hair ATTEST: Secretary STATE OF CALIFORNIA ) COUNTY OF LOS ANGELES ) ss CITY OF RANCHO PALOS VERDES ) I, Carla Morreale, Secretary to the Rancho Palos Verdes Redevelopment Agency, hereby certify that the above Resolution No. RDA 2009-14 was duly and regularly passed and adopted by the said Agency at a regular meeting held on December 15, 2009. '7 Secretary Resolution No. RDA 2009-14 Page 2 of 2 Resolution RDA 2009-14 Exhibit "A" IMPLEMENTATION PLAN For The RANCHO PALOS VERDES REDEVELOPMENT AGENCY January 1, 2010 through December 31, 2014 Resolution No. RDA 2009-14, Adopted on December 15, 2009 Prepared for: Rancho Palos Verdes Redevelopment Agency 30940 Hawthorne Boulevard Rancho Palos Verdes, CA 90275 Resolution No. RDA 2009-14 Exhibit"A" Page 1 of 32 TABLE OF CONTENTS I. Legislative Requirements................................................................. 1 11. Background .................................................................................2 III. Identified Conditions of Blight...........................................................3 IV. Long Term Objectives of the Redevelopment Plan...................................3 V. Five Year Goals for the Project Area ...................................................3 V1. Implementation Activities to Achieve Five Year Goals ..............................4 VII. Relationship Between Implementation Activities and Redevelopment Plan Findings of Blight ...........................................5 VI 11. Inclusionary F± Replacement Housing Requirements .................................5 IX. Replacement Housing Plan ............................................................. 10 X. Inclusionary Housing Plan .............................................................. 11 X1. Housing Set-Aside Requirements ...................................................... 12 XI 1. Long Term Housing Goals and Policies ............................................... 16 XI 11. Five-Year Housing Goals ............................................................... 17 XIV. Financial Assistance/Developer Participation....................................... 21 XV. Time Limits............................................................................... 22 Appendix A Attachment 1-A List of Specific Programs and Estimated Expenditures Attachment 1-B Map of Project Area Resolution No. RDA 2009-14 Exhibit"A" Page 2 of 32 IMPLEMENTATION PLAN FOR THE RANCHO PALOS VERDES REDEVELOPMENT AGENCY I. LEGISLATIVE REQUIREMENTS Assembly Bill 1290, also known as the Community Redevelopment Law Reform Act of 1993, effective January 1, 1994, enacted numerous revisions to the California Community Redevelopment Law including a requirement for the adoption of an implementation plan. The California Community Redevelopment Law, Health and Safety Code Section 33490 now requires that each redevelopment agency adopt an implementation plan prior to December 31, 1994 and each five years thereafter for each redevelopment project area. The implementation plan must contain the specific goals and objectives of the redevelopment agency for each project area; the specific programs including potential programs and estimated expenditures proposed to be made during the five year period of the plan; and an explanation of how the goals and objectives, potential projects and estimated expenditures will eliminate blight within the project area. The plan must also describe the agency's plans to implement the housing related requirements of Code Sections 33334.2, 33334.4, and 33413. The implementation plan must contain, for each year of the five-year period, an annual housing program, including estimates of the number of housing units destroyed and/or removed, and the number of units developed, rehabilitated, price restricted and/or otherwise assisted. Further, the implementation plan must describe the agency's plans for the use of the annual deposits in the low and moderate income housing fund during each of the next five years. Additionally, if the implementation plan contains a project or projects for which the redevelopment agency is providing financial assistance, and which will result in the destruction or removal of dwelling units housing persons and families of low or moderate income, the implementation plan must identify proposed locations suitable for replacement housing units. In accordance with Code Section 33490(c), the agency must conduct a public hearing and hear testimony of all interested parties relative to the redevelopment plan and the implementation plan at least once within the five-year term of the Resolution No. RDA 2009-14 Exhibit"A" Page 3 of 32 3 implementation plan. The hearing must take place no earlier than two years and no later than three years after adoption of the implementation plan. Resolution No. RDA 2009-14 Exhibit"A" Page 4 of 32 4 Notice of public hearings conducted regarding the adoption of the implementation plan must be published pursuant to Code Section 6063 of the Government Code and posted in at least four permanent places within the project area for a period of three weeks. Publication and posting must be completed not less than 10 days prior to the date set for hearing. I I. BACKGROUND Redevelopment Plan Adoption On November 27, 1984, the Rancho Palos Verdes Redevelopment Agency adopted a Redevelopment Plan for Project Area Number One. Project Area Description The Project Area includes 1,240 acres, predominantly in single-family residential use with small amounts of institutional, recreational and agricultural uses. The majority of the development within the Project Area occurred prior to 1962. The Project Area includes the Abalone Cove, Portuguese Bend, and Klondike Canyon landslides and adjoining areas and roughly corresponds to the City's Landslide Moratorium Area. Implementation Plan This Implementation Plan will meet the legislative requirements described in Section I as they relate to the Rancho Palos Verdes Redevelopment Plan. Specifically, the Implementation Plan will: • Describe the specific goals and objectives of the Redevelopment Agency for the project area. • Identify the programs including potential projects and estimated expenditures proposed to be made during the five-year period of the Implementation Plan. • Explain that the goals and objectives will eliminate blight from within the project area; and Resolution No. RDA 2009-14 Exhibit"A" Page 5 of 32 5 • Describe the Redevelopment Agency's plans to implement the housing related requirements of Community Redevelopment Law Code Sections 33334.2, 33334.4, and 33413. III, IDENTIFIED CONDITIONS OF BLIGHT The Redevelopment Agency adopted the "Redevelopment Plan for Project Area Number One" on November 27, 1984 after identifying blighted conditions within the project area generally described as follows: Continuous earth movement has resulted in blighted conditions in the Project Area. Palos Verdes Drive South, the major circulation element in the area, is in perpetual need of repair, as are other infrastructure in the Project Area. The land formation in the Project Area is fractured with steep scarps and rifts, and homes are set at odd angles. IV. LONG TERM OBJECTIVES OF THE REDEVELOPMENT PLAN The Project Area includes a number of conditions that are defined in the California Community Redevelopment Law as characteristics of blight. The objective of the Redevelopment Plan is to eliminate such conditions of blight by providing needed public improvements, controlling excessive moisture in the slide area, stabilizing earth movement and repairing damage resulting from landslides in the Project Area. The Redevelopment Plan contains the following general objectives: (1) Eliminate physical and economic blight in the Project Area through the stabilization of soils conditions leading to hazardous landslides. (2) Prevent the recurrence of blighting conditions in the Project Area V. FIVE YEAR GOALS FOR THE PROJECT AREA Resolution No. RDA 2009-14 Exhibit"A" Page 6 of 32 6 The priority short term (five year) goals for the Project Area that are intended to guide the City's redevelopment program from January 1, 2010, through December 311 2014, are shown below. It is anticipated that the projects and activities undertaken by the Redevelopment Agency (except those resulting from emergency situations) will meet these goals. (1) Provide a broad range of public infrastructure improvements to ameliorate effects of unstable geologic conditions and to abate the geologic hazards, which currently exist in the Project Area. (2) Enhance the public safety and welfare by providing improved community services. This goal will be achieved through the design and construction of needed public facilities and utilities. (3) Preserve, improve and expand housing opportunities for low and moderate income residents. This goal will be achieved either through the rehabilitation, repair, and replacement of currently marginal or substandard residential units, providing subsidies or other support to qualified low- and moderate-income households utilizing suitable existing housing resources and/or encouraging the development of new affordable housing resources. VI. IMPLEMENTATION ACTIVITIES TO ACHIEVE FIVE YEAR GOALS To achieve the five-year redevelopment goals, the Redevelopment Agency proposes to undertake the following blight elimination, community improvement, and affordable housing programs. • Design and construct needed public improvements. Typical examples include, but are not limited to dewatering wells, construction of pipelines, storm drains, culverts, pipes and channels, relocation and/or reconstruction of public streets serving the Project Area and installation or relocation of utilities including debris basins, channel lining and storm drain improvements. • Provide improved community services. Typical examples include, but are not limited to the improvement of public streets, utilities, parks and open spaces and the control of excessive moisture in the Project Area that creates destabilization of soils leading to hazardous landslides. Resolution No. RDA 2009-14 Exhibit"A" Page 7 of 32 7 • Preserve, improve and expand housing opportunities for low and moderate income residents. Typical examples include, but are not limited to: the replacement or repair of marginal or substandard dwelling units, providing financial subsidies to qualified low and moderate income households, and the implementation of financial assistance programs to reduce land, site development and/or construction costs to facilitate the development of low and moderate income housing. Specific projects proposed for the next five years to fulfill the goals expressed above are described throughout this Plan and in Attachment 1-A VII. RELATIONSHIP BETWEEN IMPLEMENTATION ACTIVITIES AND THE FINDINGS OF BLIGHT The preliminary list of redevelopment program activities scheduled for the next five years are shown in Attachment 1-A. All of the program activities scheduled will eliminate blighting conditions by: (1) Stabilizing soils conditions in the area preventing further erosion and instability; (2) Improving infrastructure that will prevent the recurrence of blighting conditions; and (3) Improving public streets, utilities, parks and open spaces. VIII. INCLUSIONARY AND REPLACEMENT HOUSING REQUIREMENTS Legislative Requirements The Community Redevelopment Law requires that an annual housing program be adopted as a part of the mandated implementation plan. The implementation plan must include the number of housing units developed, substantially rehabilitated, price-restricted, otherwise assisted, or destroyed. The Resolution No. RDA 2009-14 Exhibit"A" Page 8 of 32 8 implementation plan must also describe the Agency's plans for using annual deposits in the low and moderate income housing fund. If the implementation plan contains a project that will result in the destruction or removal of dwelling units that will have to be replaced pursuant to Community Redevelopment Law (CRL) Code Section 33413, the implementation plan shall identify proposed locations suitable for those replacement dwelling units. CRL Code Section 33413 states: (a) Whenever dwelling units housing persons and families of low or moderate income are destroyed or removed from the low and moderate income housing market as part of a redevelopment project which is subject to a written agreement with the agency or where financial assistance has been provided by the agency, the agency shall, within four years of the destruction or removal, substantially rehabilitate, develop, or construct, or cause to be substantially rehabilitated, developed, or constructed, for rental or sale to persons and families of low or moderate income, replacement dwelling units which have an equal or greater number of bedrooms as those destroyed or removed units at affordable housing cost within the territorial jurisdiction of the agency. When dwelling units are destroyed or removed after September 1, 1989, 75 percent of the replacement dwelling units shall replace dwelling units available at affordable housing cost in the same or a lower income level of very low income households, lower income households, and persons and families of low and moderate income, as the persons displaced from those destroyed or removed units. When developing units that are destroyed or removed on or after January 1, 2002, 100 percent of the replacement dwelling units shall be available at affordable housing cost to persons in the same or lower income category (low, very low or moderate) as the persons displaced from those destroyed or removed units. (b) (1) Prior to the term limit on the effectiveness of the redevelopment plan, at least 30 percent of all new and substantially rehabilitated dwelling units developed by an agency shall be available at affordable housing cost and occupied by persons and families of low or moderate income. Resolution No. RDA 2009-14 Exhibit"A" Page 9 of 32 9 Not less than 50 percent of the dwelling units required to be available at affordable housing cost to persons and families of low or moderate income shall be available at affordable housing cost to, and occupied by, very low income households. (2) Prior to the term limit of the effectiveness of the redevelopment plan, at least 15 percent of all new and substantially rehabilitated dwelling units developed within a project area under the jurisdiction of an agency by public or private entities or persons other than the agency shall be available at affordable housing cost to and occupied by persons and families of low or moderate income. Not less than 40 percent of the dwelling units required to be available at affordable housing cost to and occupied by persons and families of low or moderate income shall be available at affordable housing cost to and occupied by very low income households. Additional Inclusionary Housing Requirements The agency's inclusionary housing requirements are required to be met every ten years. If the requirements are not met within the applicable ten-year period, the agency must fulfill its inclusionary housing requirements on an annual basis until the requirements for the ten year period are met. Further, if the agency exceeds its inclusionary housing goals during a given ten year period, the excess housing units can be counted towards inclusionary housing goals in the subsequent ten year period. For example, if 100 new housing units are developed or substantially rehabilitated in a project area within ten years of the initial implementation plan by entities other than the redevelopment agency, 15 of those units must be affordable to low or moderate income households (of which 6 must be affordable to very low income households). If more than 15 units are developed or substantially rehabilitated as units affordable to low and moderate income households during this ten-year period, the affordable units in excess of 15 may be counted toward the agency's requirements for the next ten-year period. However, if fewer than 15 units are affordable to low or moderate income households at the end of the Resolution No. RDA 2009-14 Exhibit"A" Page 10 of 32 10 ten-year period, the agency must meet its production goals on an annual basis until the requirements for the ten-year period are met. Affordability Requirements Housing costs for low and moderate income housing developed pursuant to CRL Section 33413 must be affordable to persons and households whose income do not exceed 120 percent of the area median family income. For purposes of the Implementation Plan, the following income limits are used: • Very Low Income (0-50 percent of area median family income) • Low Income (51-80 percent of area median family income) • Moderate Income (81-120 percent of area median family income) The area median family income limits are adjusted for household size, with smaller households having lower income limits. The 2009 median family income adjusted for a four-person household in Los Angeles County is $62,100. Thus by definition, 2009 maximum income is $39,650 for a very low income four-person household, $63,450 for a lower income four-person family and $74,500 for a four- person moderate income family for jurisdictions in Los Angeles County. TABLE 2 DEPARTMENT OF HOUSING Et COMMUNITY DEVELOPMENT - INCOME LIMITS Standard 1 2 3 4 5 6 7 8 Very Low 27,750 31,700 35,700 39,650 4200 4600 49,150 52,350 Income Lower 44,400 50,750 57,100 63,450 68,550 7300 78,700 83,750 Income Median 43,450 49,700 55,900 62,100 67,050 72,050 7700 8L950 Income Moderate 52,150 5900 67,050 74,500 80,450 86,400 92,400 98,350 Income TABLE 3 AFFORDABLE HOUSING COSTS Resolution No. RDA 2009-14 Exhibit"A" Page 11 of 32 11 The second step in determining compliance with affordable housing requirements is determining whether the total housing costs payable by the household are within allowable amounts. The following table illustrates the Community Redevelopment Law affordable housing costs requirements. Income Levels Owner Costs Renter Costs Very Low (0-50%) 30% of 50% of adj. AMI(2) 30% of 50% of adj. AMI(2) Low 30% of 70% of adj. AMI(2) 30% of 60% of adj. AMI(2) (51-70%) (70-80%) Option: Max: 30% of gross hh inc.(,) (61-80%) Option: Max: 30% of gross hh inc.(,) Moderate Min: 28% of gross hh inc.(,) 30% of 110% of adj. AMI(2) (81-120%) Max: 35% of 110% of adj. AMI (111-120%) Option: Option: Max: 35% of gross hh inc.(,) Max: 30% of gross hh inc.(,) (1) Household income (hh inc.) levels relative to area median income. (2) Area Median Income (AMI) adjusted for family size appropriate for the unit. Following are examples of the application of affordable housing cost requirements: AFFORDABLE HOUSING EXAMPLE FOR AVERY Low I NCOME FAMILY PURCHASING A 3-BEDROOM HOUSE A very low income family buying a 3-bedroom house could not have monthly housing payments exceeding $991.25. The Community Redevelopment Law requires that the following be included as estimates for purposes of determining what the monthly housing payment is: • Principal and interest payments on the mortgage loan, including rehabilitation loans. • Mortgage loan insurance fees. • Property taxes and assessments. • Fire and casualty insurance. • Property maintenance and repairs. Resolution No. RDA 2009-14 Exhibit"A" Page 12 of 32 12 • A reasonable allowance for utilities (including garbage collection, sewer, water, electricity, gas and other fuels, but not telephone service). Such an allowance shall take into consideration the cost of an adequate level of service. • Homeowner association fees. • Space rent, if the housing unit is on rented land. AFFORDABLE HOUSING EXAMPLE FOR A VERY Low INCOME FAMILY RENTING A 3-BEDROOM UNIT A very low income family renting a 3-bedroom house could not have monthly rental payments exceeding $991.25. The Community Redevelopment Law requires that the following be included as estimates for purposes of determining what the monthly rental payment is: • Use and occupancy of a housing unit and land and facilities associated therewith. • Any separately charged fees or service charges assessed by the lessor which are required of all tenants, other than security deposits. • A reasonable allowance for utilities not included in the above costs, including garbage collection, sewer, water, electricity, gas and other heating, cooking, and refrigeration fuels. Utilities do not include telephone service. Such an allowance shall take into consideration the cost of an adequate level of service. • Possessory interest taxes or other fees or charges assessed for use of the land and facilities associated therewith by a public or private entity other than the lessor. Duration of Affordability CRL Code Section 33413(c) states, in part, "The agency shall require that the aggregate number of dwelling units rehabilitated, developed, constructed or price-restricted pursuant to subdivision (a) or (b) remain available at affordable housing cost to and occupied by persons and families of low income, moderate income, and very low income households, respectively, for the longest feasible time, as determined by the agency, but for not less than 55 years for rental units and 45 years for homeownership units. The agency may permit sales of owner- occupied units prior to the expiration of the 45-year period established by the agency for a price in excess of that otherwise permitted under this subdivision pursuant to an adopted program that protects the agency's investment of moneys from the Low and Moderate Income Housing Fund. If land on which the dwelling units required by this section are located is deleted from the project area, the agency shall continue to require that those units remain affordable as specified in this subdivision." Resolution No. RDA 2009-14 Exhibit"A" Page 13 of 32 13 CRL Code Section 33413(g) adds that "Longest feasible time as used in this section, includes but is not limited to, unlimited duration." Due to amendments to the Law, the time limits on affordability in CRL Code Section 33413 (c) and (g) are now the same as the general affordability criteria for agency-assisted units set forth in CRL Code Section 33334.3(f). CRL Code Section 33413(b)(2)(C) adds that "long-term affordability covenants purchased or otherwise acquired pursuant to subparagraph (B) shall be required to be maintained on dwelling units at affordable housing costs for not less than 55 years for rental units and 45 years for homeownership units." IX. REPLACEMENT HOUSING PLAN Whenever dwelling units housing persons and families of low or moderate income are destroyed or removed from the low and moderate income housing market as part of a redevelopment project which is subject to awritten agreement with the agency or where financial assistance has been provided by the agency, the agency shall, within four years of the destruction or removal, substantially rehabilitate, develop, or construct, or cause to be substantially rehabilitated, developed, or constructed, for rental or sale to persons and families of low or moderate income, replacement dwelling units which have an equal or greater number of bedrooms as those destroyed or removed units at affordable housing cost within the territorial jurisdiction of the agency. When dwelling units are destroyed or removed after September 1, 19891 75 percent of the replacement dwelling units shall replace dwelling units available at affordable housing cost in the same or a lower income level of very low income households, lower income households, and persons and families of low and moderate income, as the persons displaced from those destroyed or removed units. The Redevelopment Agency of the City of Rancho Palos Verdes does not contemplate the removal or destruction of existing dwelling units within the Project Area that house persons and families of low or moderate income that are subject to written agreement with the agency or where financial assistance has been provided by the agency because there are no such existing units. Thus, there is no need for a replacement housing plan. Resolution No. RDA 2009-14 Exhibit"A" Page 14 of 32 14 X. INCLUSIONARY HOUSING PLAN Since the adoption of the Redevelopment Plan, to date, there has been no Agency assisted housing units developed or substantially rehabilitated within the Project Area. Nor has there been any privately developed or substantially rehabilitated housing units constructed within the project area. This is due to the fact that since the adoption of the Redevelopment Plan, there has been a building moratorium that has restricted the development of new housing within the Project Area. Therefore, the Rancho Palos Verdes Redevelopment Agency currently has no inclusionary housing requirements. However, in 2008, the California Court of Appeal ruled in the case of Monks v. City of Rancho Palos Verdes, that a taking had occurred with respect to the City's limitations on development within Zone 2 of the City's Landslide Moratorium Area, which also is within the Redevelopment Agency's Project Area. That ruling results in the City either having to purchase the plaintiffs' 16 lots or remove the restrictions that are preventing those lots from being developed. Because the City does not have the funds in its reserves to purchase the plaintiffs' properties, it is anticipated that development of the plaintiffs' 16 lots will occur within the planning period. Furthermore, as a result of the Court's action, the Rancho Palos Verdes City Council has directed the preparation of an Environmental Impact Report to address the impacts of the potential development of an additional 31 lots within that same area of the project area. As a result, it is anticipated that up to 47 existing vacant single-family residential lots may be developed with single-family homes within the project area by private entities during the 2009- 2014 planning period. Per the inclusionary requirements of State Redevelopment Law, at least 15 percent of all new dwelling units developed within a project area under the jurisdiction of an agency by public or private entities or persons other than the agency shall be available at affordable housing cost to and occupied by persons and families of low or moderate income. Not less than 40 percent of the dwelling units required to be available at affordable housing cost to and occupied by persons and families of low or moderate income shall be available at affordable housing cost to and occupied by very low income households. Anticipating the development of 47 new housing units within the project area, 8 (15%) inclusionary housing units would be required over the 2009-2014 planning period. As noted throughout this report, the proposed Mirandela Senior Resolution No. RDA 2009-14 Exhibit"A" Page 15 of 32 15 Affordable Housing Project located at the northwest corner of Crestridge Road and Crenshaw Blvd., which is partially being funded by Redevelopment Agency 20% set-aside funds, will be constructed during the planning period. The project includes a total of 34 units, of which 33 are affordable housing units consisting of 16 Very Low income units (7 of which are Extremely Low Income), 10 Low income units, and 7 Moderate income units. The project's 33 affordable housing units will be subject to recorded affordability covenants of not less than 55 years duration. As such, the Mirandela project will satisfy the 15% inclusionary requirement and the requirement that 40% of the units be available for Very-low income units. Beyond the 47 units described above, no development of new housing or the substantial rehabilitation of existing housing within the project area is anticipated within the next ten years or over the life of the redevelopment plan. XI. HOUSING SET-ASIDE REQUIREMENTS The Agency is required to set-aside twenty percent (20%) of the gross annual tax increment into the Low and Moderate Income Housing Fund. The purpose of the housing set-aside fund is to increase, improve and preserve the city's supply of low and moderate income housing. In carrying out the annual housing set-aside requirements, the Agency may exercise any or all of its powers, including the following: • Acquire real property or building sites subject to the provisions of CRL Code Section 33334.16. It should be noted that in March 2000, the Agency purchased the Crestridge property for $702,392 with RDA set-aside funds. The property was purchased with the intent that the property be used for the development of affordable housing. In March 2009, the City Council approved the "Mirandela" project - a 34-unit affordable housing (extremely low, very low, low and moderate income) apartment complex on the subject property. The project is being funded through the City's In-lieu Affordable Housing Funds, the Agency's 20% Affordable Housing Set-aside Funds, and tax credits awarded through the California Tax Credit Allocation Committee. AMCAL, the project developer, will build and own the project. As such, it is still the intention of the Agency to use this property for the development of affordable housing. Resolution No. RDA 2009-14 Exhibit"A" Page 16 of 32 16 • Improve real property or building sites with onsite improvements but only if either (A) the improvements are made as part of a program which results in the new construction or rehabilitation of affordable housing units for low or moderate income persons who are directly benefited by the improvements and are a reasonable and fundamental component of the housing units, and (B) the agency requires that the units remain available at affordable housing cost, to and occupied by persons and families of extremely low, very low, low or moderate income for the same time period and in the same manner as provided in CRL Section 33334.3(F)(2). • Donate real property to private or public persons or entities. • Finance insurance premiums subject to CRL Section 33136. • Construct buildings or structures. • Acquire buildings or structures. • Rehabilitate buildings or structures. • Provide subsidies to, or for the benefit of extremely low income households or very low-income households, as defined by Health and Safety (HEtS) Code Section 50105, lower income households, as defined by H&S Code Section 50079.5 or persons and families or low or moderate income, as defined by H&S Code Section 50093, to the extent those households cannot obtain housing at affordable costs on the open market. Housing units available on the open market are those units developed without direct government subsidies. • Develop plans, pay principal and interest on bonds, loans, advances, or other indebtedness, or pay financing or carrying charges. • Maintain the community's supply of mobile homes. • Preserve the availability to lower income households of affordable housing units in housing developments which are assisted or subsidized by public entities and which are threatened with imminent conversion to market rates. Resolution No. RDA 2009-14 Exhibit"A" Page 17 of 32 17 The twenty percent housing set-aside fund monies can also be used for planning and general administrative costs, when directly related to programs and activities associated with CRL Code Section 33334.2(e). This includes the following activities: • Costs incurred for salaries, wages, and related costs of the Agency's staff or for services provided through inter-agency agreements, and agreements with contractors, including usual indirect related costs. • Costs incurred by a non-profit corporation that are not directly attributable to a specific project. • Legal, architectural, and engineering costs and other salaries, wages, and costs directly related to the planning and execution of a specific project which are authorized under subdivision (3) of CRL Code Section 33334.2 and which are incurred by a non-profit housing sponsor and are not planning and administrative costs for the purpose of this section, but are, instead, project costs. The Agency is entitled to spend its twenty percent housing set-aside funds both within the Project Area and outside of the Project Area (but within the jurisdictional boundary of the City of Rancho Palos Verdes). Housing Set-Aside Fund Estimate, Expenditures and Targeting Requirements In order for the Agency to estimate the number of units it could assist in the next five years, a projection of twenty percent (20%) of the tax increment revenue was developed for the period FY 2009-2010 through FY 2014-2015. As of December 3l, 2009, it is estimated that the Redevelopment Agency will have accumulated approximately $1,471,865 in the Housing Fund. Per an adopted Disposition and Development Agreement entered into by the Agency and AMCAL Multi-housing Inc., during the planning period, most of these monies will be allocated specifically towards the development of the 34-unit affordable (extremely low, very low, low and moderate income) housing complex ("Mirandeta"). It is expected that these funds will be leveraged in concert with the City's In-lieu Housing Funds and tax credit financing. Resolution No. RDA 2009-14 Exhibit"A" Page 18 of 32 18 TABLE 6 PROJECTED HOUSING SET-ASIDE Estimated 20% Estimated Housing Fiscal Years Tax Increment Expenditures As of 12/31/09 $1,471,865 (1) Remainder of 2009 - 2010 $107,900 (1) $1,579,765 2010 - 2011 $2111400 $2111400 2011 - 2012 $218,800 $218,800 2012 - 2013 $227,500 $0 2013 - 2014 $237,800 $0 2014 - 2015 $248,500 $0 Total $2,723,765 $2,009,965 (1) Estimated 20%Tax Increment also includes interest earnings. These funds will be spent in proportion to the housing needs in the City as follows: Extremely Low = 7 units (29% or $582,890) Very Low = 9 units (29% or $582,889) Low = 10 units (42% or $844,186) Moderate = 11 units It should be noted that the proposed "Mirandela" affordable housing project will construct 7 Extremely Low income units, 9 Very Low income units, 10 Low income units and 7 Moderate income units. The remainder of the Moderate income units will be developed through other means over the planning period. Targeting Reg ui rements: It should be noted that this proposed expenditure plan meets the requirements of Section 33334.4(a), which requires that the Agency must expend over each 10- year period of the Implementation Plan the Housing Fund moneys to assist housing for persons of low income and housing for persons of very low income in at least the same proportion as the total number of housing units needed for each of those income groups bears to the total number of units needed for persons of moderate, low and very low income within the City, as those needs have been determined for the City pursuant to Government Code Section 65584. Specifically, this section requires that for the Agency, at least 43% of funds be spent on Very-low income and at least 27% of funds be spent on Low income units. The Agency meets this requirement as shown above, wherein a total of 58% is being spent on Resolution No. RDA 2009-14 Exhibit"A" Page 19 of 32 19 Very-low income units (inclusive of Extremely Low) and 42% is being spent on Low income units. Additionally, Section 33334.4(b) generally provides that the Agency must spend over the duration of each Implementation Plan Housing Fund moneys to assist housing that is available to all persons regardless of age in at least the same proportion as the number of low income households with a member under age 65 years bears to the total number of low income households of the City as reported in the most recent U.S. census. Based upon the 2000 U.S. census, the Agency has determined that it may spend up to a maximum of 49.66% towards an age- restricted project, ensuring that at least 50.34% of funds are spent on non-age restricted projects. The Agency has determined that expenditures for the "Mirandela" affordable housing project, which is an age-restricted project, will account for the maximum expenditure towards age-restricted project. As such, all expenditures beyond this project will be spent towards non-age restricted projects. Finally, it should also be noted that during the previous Implementation Plan period the Agency purchased an existing condominium unit for future sale to a Low to Moderate income household (non-age-restricted). The purchase price of the unit was $437,775. It is planned that this unit will be re-sold to a Low to Moderate income household during the 2009-2014 planning period. XII. LONG TERM HOUSING GOALS AND POLICIES The General Plan Housing Element for the City of Rancho Palos Verdes has six separate and distinct goals developed to address the various housing needs of the City. These are explicitly stated in order to give latitude and authority to design and address the implementation of the housing program. They are as follows: Goal 1 DESIGNATE SITES THAT FULLY MEET THE HOUSING NEEDS OF ALL INCOME GROUPS AS QUANTIFIED BY SCAG'S REGIONAL HOUSING NEEDS ASSESSMENT. Goal 2 ASSIST IN THE PROVISION OF HOUSING AFFORDABLE TO VERY LOW, LOW AND MODERATE-INCOME HOUSEHOLDS. Resolution No. RDA 2009-14 Exhibit"A" Page 20 of 32 20 Goal REMOVE EXISTING GOVERNMENTAL CONSTRAINTS TO THE MAINTENANCE, PRESERVATION, IMPROVEMENT AND DEVELOPMENT OF HOUSING. Goal CONSERVE AND IMPROVE THE EXISTING STOCK OF AFFORDABLE HOUSING. Goal 5 ATTAIN A HOUSING MARKET WITH "FAIR HOUSING CHOICE", MEANING THE ABILITY OF PERSONS OF SIMILAR INCOME LEVELS REGARDLESS OF RACE, COLOR, RELIGION, SEX, NATIONAL ORIGIN, HANDICAP AND FAMILIAL STATUS TO HAVE AVAILABLE TO THEM THE SAME HOUSING CHOICES. Goal PRESERVE THE EXISTING AND FUTURE SUPPLY OF AFFORDABLE HOUSING THAT IS FINANCIALLY ASSISTED BY THE CITY, COUNTY, STATE OR FEDERAL GOVERNMENTS. The Regional Housing Needs Assessment (RHNA) provided by the Southern California Association of Governments (SCAG) for the established eight year planning period of 2006-2014 calls for 7 extremely low income housing units, 9 very low income housing units, 10 low income housing units, 11 moderate income housing units and 23 high income housing units, for a total of 60 new housing units in the City of Rancho Palos Verdes. According to State Law, cities are required to adopt an updated General Plan Housing Element every 5 years. In order to prepare an updated General Plan Housing Element, cities rely upon SCAG's to provide the updated RHNA. As of the date this Implementation Plan was adopted, the City had adopted the 2008 Housing Element, which covers the 2006-2014 planning period. The fulfillment of the Redevelopment Agency's obligation to utilize 20% of its tax increment income for low to moderate income housing development ("Mirandeta" project) will support the General Plan Housing Element Goals and assist in meeting the Regional Housing Needs allocated to the City of Rancho Palos Verdes now and in the future. XIII. FIVE-YEAR HOUSING GOALS Resolution No. RDA 2009-14 Exhibit"A" Page 21 of 32 21 During the five-year period of the implementation plan, the Redevelopment Agency of the City of Rancho Palos Verdes will facilitate the preservation, new construction and/or rehabilitation of affordable housing projects that will support the following goals: • Satisfy the replacement housing requirements of the Community Redevelopment Law as they relate to any housing units, if any, displaced by Redevelopment Agency activities. • Satisfy the inclusionary housing requirements of the Community Redevelopment Law as they relate to the provision of affordable housing as a percentage of any new or substantially rehabilitated housing which may be constructed within the Redevelopment Project Area. • Meet the fair share regional affordable housing goals for the City of Rancho Palos Verdes by improving public improvements and community facilities, removing and preventing blighting conditions and providing and/or preserving affordable housing resources. • Support overall community development, economic development, and redevelopment/revitalization efforts within the City of Rancho Palos Verdes by improving public improvements and community facilities, removing and preventing blighting conditions and providing and/or preserving affordable housing resources. It is anticipated that the Redevelopment Agency will couple 20% housing set aside funds with other public and private funding sources as described below. The Redevelopment Agency will seek to generate the construction, substantial rehabilitation, and/or purchase of affordability covenants through public and/or nonprofit sponsors. The City of Rancho Palos Verdes has no Article 34 authority and it is not anticipated that the Redevelopment Agency or the City of Rancho Palos Verdes will directly own and manage affordable housing projects. Project Selection Criteria Projects seeking financial assistance from the Redevelopment Agency's Low and Moderate Income Housing Fund will be evaluated on a case-by-case basis based on the following criteria: Resolution No. RDA 2009-14 Exhibit"A" Page 22 of 32 22 • Ability of the project to generate other public/private funding in support of housing set aside funds. • Degree to which the proposed project meets multiple community goals in addition to affordable housing goals. These goals include but are not limited to the following: a. Replacement housing requirements. b. Inclusionary housing requirements. C. Fair share regional housing requirements. d. Community goals for redevelopment, neighborhood revitalization and economic development. • The cost benefit of the proposed affordable housing program as defined by the level of affordable housing assistance requested as it relates to the number of affordable housing units provided. • The financial track record, management and development experience of the proposing sponsor. Annual Targets The number of affordable housing units to be developed/established over the five year implementation plan period will be primarily from the development of the "Mirandela" affordable housing project located at the corner of Crestridge Road and Crenshaw Blvd, which should be completed in year 2011. Due to limited available funding, the Agency anticipates only 4 additional affordable housing units to be developed during the 5-year implementation plan period. As such, the following table represents the production goals for the five-year implementation plan: TABLE 7 ANNUAL HOUSING GOALS Year Units 2010 0 2011 1 33 Resolution No. RDA 2009-14 Exhibit"A" Page 23 of 32 23 2012 1 2013 1 2014 2 TOTAL: 37 Limiting Factors The estimates of housing units noted above will include extremely low, very low, low and/or moderate income units constructed or rehabilitated by a developer with the financial assistance of the Agency. While it is expected that the "Mirandela" 34-unit affordable housing project will be completed in 2011, it is possible that there may be unforeseen factors that could limit the ability of the Redevelopment Agency to meet its Implementation Plan goals, such as the inability of the developer, AMCAL, to meet their obligations within the approved Disposition and Development Agreement governing the completion of said project. Additionally, due to limited funding opportunities, it may be difficult for the Agency to provide for an additional 4 units during the 5-year planning period. Other Programs In addition to the "Mirandela" project, following are examples of some specific programs that could be used by the Redevelopment Agency of the City of Rancho Palos Verdes to fulfill their housing goals. Deed-Restrict Existing Projects Within the City of Rancho Palos Verdes are a number of multi-family projects. The Agency may negotiate deed restrictions with owners of these existing projects to restrict rental rates to levels affordable to low and moderate income households. Low and moderate income housing funds for rehabilitation of the buildings may be offered as an incentive in exchange for deed restrictions. Assistance to the existing rental stock may be publicly advertised to solicit applications from existing property owners. Subsidized New Construction/Purchase of Existing Housing New construction of rental housing for low and moderate income households traditionally represents one of a redevelopment agency's primary options to meet its housing production goals. However, the gap between market rents and rents affordable to very low and low income households within the City of Rancho Palos Verdes will typically require significant subsidies to achieve affordability for new Resolution No. RDA 2009-14 Exhibit"A" Page 24 of 32 24 construction or the purchase of existing market rate housing. As discussed throughout this report, the Agency has already taken steps in implementing this specific program through the development of the proposed "Mirandela" 34-unit affordable housing project. The Agency has committed its property and its 20% set-aside funds towards this project through the adoption of a Disposition and Development Agreement with the developer AMCAL, Multi- Housing, Inc. Substantial Rehabilitation Rehabilitation of existing rental properties is a cost effective program option to fulfill the Agency's affordable housing production requirements. The Agency may use Housing Fund monies to provide financial assistance for the rehabilitation of private, non-profit and for-profit rental properties. The City/Agency may establish its own rehabilitation program or may contract with the Los Angeles County Housing Authority to carry out a rehabilitation program. First-Time Homebuyers Program The First-Time Homebuyers Program (FTHB) is a down payment assistance program for moderate, low and very low income homebuyers. Qualified buyers are eligible to receive down payment assistance for the purchase of a primary residence. Typically, a second mortgage is held by the Redevelopment Agency and repaid from the proceeds of a sale or refinance. Alternatively, the Redevelopment Agency may elect to allow the sale of the home to a second qualified buyer and transfer the mortgage for the down payment assistance to the second qualified owner. As previously discussed, the high cost of housing in the City of Rancho Palos Verdes could make this program less than cost effective. Mortgage Credit Certificate Program The Mortgage Credit Certificate Program (MCC) is available for first-time homebuyers who have not had an ownership interest in a principal residence within the previous three years. Buyers interested in participating in the program make application through their lender at the time they apply for a home loan. The MCC provides a tax credit, which allows the borrower to qualify for a larger mortgage. This tax credit is calculated as 20% of the annual interest paid on the primary mortgage and can be no greater than $2,000 per year. XIV. FINANCIAL ASSISTANCE/DEVELOPER PARTICIPATION Resolution No. RDA 2009-14 Exhibit"A" Page 25 of 32 25 The Agency's philosophy with regard to providing financial assistance in the development of affordable housing will be to leverage low and moderate income funds with other sources of funds. There are numerous federal, state, county or city programs in which an agency or developer may participate. In addition, the Agency may establish local programs to assist in the establishment and preservation of low and moderate income housing. Appendix A. contains a brief description of these various programs. XV. Time Limits For implementation plans prepared after January 1, 2007, the Agency must identify the fiscal year the Agency expects the following time limits to expire: Time limit to incur indebtedness: Expired (does not apply to Housing Bonds) Time limit on effectiveness: November 27, 2024 Time limit to receive property taxes and repay indebtedness: November 27, 2034 Time limit to commence eminent domain proceedings: Expired Resolution No. RDA 2009-14 Exhibit"A" Page 26 of 32 26 APPENDIX A LIST OF FUNDING PROGRAMS HOME Program The HOME Program is a federally funded grant program for housing. Funds are allocated by formula to participating jurisdictions that are allowed great flexibility with respect to the types of properties to be assisted, the types of development (new construction, modest or major rehab, etc.) to be undertaken, the forms and amounts of financing to be offered, the quality and type of housing provided, the households assisted and procedures for running programs. The intent of HOME is: • To expand the supply of decent, safe, sanitary and affordable housing. • To strengthen the abilities of state and local governments to provide housing. • To assure that federal housing services, financing, and other investments are provided to state and local governments in a coordinated and supportive fashion. Low Income Housing Tax Credit (LIHTQ As part of the Tax Reform act of 1986, Congress created the Low Income Housing Tax Credit (LIHTC), which provides a tax shelter for limited partners in low income housing projects. This program is currently being used in the development of the "Mirandela" 34-unit affordable housing project, wherein the City/developer obtained an award of Tax Credits in September 2009 by the California Tax Credit Allocation Committee. These Tax Credits provide for about one-half of the funding for this project. Private Institutions Under the Community Reinvestment Act (CRA), private lending institutions such as banks, thrifts, and their affiliated mortgage banking subsidiaries are required to annually assess the credit needs of the communities in which they operate. The City has and will continue to hold meetings with lenders to discuss local needs and potential programs that may be within the guidelines of community reinvestment. California Community Reinvestment Corporation (CCRQ CCRC is a non-profit mortgage banking consortium specifically designed to provide long- Resolution No. RDA 2009-14 Exhibit"A" Page 27 of 32 27 term debt financing for affordable housing developments. Created in 1989, the CCRC is comprised of 56 banks representing all areas of the State. The CCRC finances loans by pooling funds from each of its member banks. CCRC has its own staff, which screens applications and provides technical assistance to developers. A loan committee, consisting of senior credit officers from members' banks, approves all loans on behalf of member banks. When the loan committee approves a loan, CCRC draws funds from each bank in proportion to their size. CCRC enters into "partnership"with cities to leverage public monies (redevelopment low and moderate income housing funds, CDBG, etc.) with CCRC private funds to construct low and moderate income housing. Five different 30-year fixed rate loans products are offered, with affordability required to be maintained for the life of the loan. Below market interest rates are provided to both non-profit and for-profit sponsors (Treasury bonds of comparable maturities plus 100 basis points for non-profits, plus 200 basis points for profits.) Federal Home Loan Bank The affordable housing programs mandated by the Financial Institutions Reform, Recovery and Enforcement Act (FIRREA) of 1989 and the Community Reinvestment Act are now being implemented through the 12 Federal Home Loan Banks. By law, the affordable housing provisions call for, among other things, a requirement for interest- subsidized loans to be extended to low income homebuyers, as well as a variety of lending activities that fall under the "community investment" heading. Through the Affordable Housing Program, the FHLB provides interest rate subsidies on advances to member banks that engage intending to long-term low to moderate income owner-occupied or affordable rental housing. Loans that qualify for the program include those used to finance homeownership by low income families, and loans that finance the purchase, construction or rehabilitation of rental housing, of which at least 20 percent will be occupied by very low income households. In addition to the Affordable Housing Programs, the FHLB also implements a Community Investment Program. Through this program, each district bank appoints a community investment officer and provides "community-oriented" mortgage loans to members at its own cost of funds. Loans that qualify for the program include those used to finance the purchase or rehabilitation of homes by borrowers earning 115%or less of the area median income, and those that finance commercial or economic development projects that benefit low and moderate income families. Resolution No. RDA 2009-14 Exhibit"A" Page 28 of 32 28 Single Family Mortgage Revenue Bond Program Los Angeles County coordinates interested lenders and developers who wish to participate in a single-family, tax exempt bond program. The County issues tax exempt bonds to generate a pool of funds from which mortgages will be drawn. The developers and/or lenders pay the costs of the financing and reserve a portion of the pool to originate mortgages in their projects. The individuals purchasing the homes must be first time homebuyers and fall within certain income parameters. Ultimately, the first time homebuyer can qualify for a larger mortgage because the interest rate is lower than market rate. The developer/lender can use the mortgage pool to more effectively market their homes. Multi-Family Bond Program The Multi-Family Bond Program provides long-term financing for multi-family projects at tax exempt rates. The program requires that 20% of the units be reserved for low and moderate income residents. Project owners are required to provide a letter of credit, insurance or other credit, insurance or other credit enhancement for the financing. Resolution No. RDA 2009-14 Exhibit"A" Page 29 of 32 29 ATTACHMENT1-A List of Proposed Projects and Estimated Expenditures Capital Expenditures: • Re-Construct Palos Verde Drive South from Narcissa Drive to Schooner Drive in the Portuguese landslide area to accommodate bike-compatible lanes Estimated Expenditure: $788,000 FY 09/10 - 11/12 Annual Expenditures For Maintenance and Administration Activities • Engineering Services to monitor the operation of the existing monitoring and dewatering wells. Estimated Expenditure: $5,500 annually FY09/10 through FY13/14 • Engineering and Contract Services to repair and rehabilitate discharge lines for dewatering wells. Estimated Expenditure: $35,000 annually FY09/10 through FY13/14 • Contract Services to maintain that portion of Palos Verdes Drive South within the project area. Estimated Expenditure: $350,000 annually FY09/10 through FY13/14 • Energy Cost for the operation of pumps for the dewatering wells. Estimated Expenditure: $20,000 annually FY09/10 through FY13/14 • Engineering and Contract Services to monitor ground movement (GPS monitoring). Estimated Expenditure: $37,000 annually FY09/10 through FY13/14 • Contract Services for Abalone Cove Sewer System Maintenance. Estimated Expenditure: $40,000 annually FY09/10 through FY13/14 • Contract Services for Abalone Cove Sewer System Lift Station Maintenance. Estimated Expenditure: $32,000 annually FY09/10 through FY13/14 RDA Resolution No. 2009-14 Attachment 1-A Page 1 of 1 ATTACHMENT1-B Map of Project Area (See Greg Pfost or copy on file in City Clerk's office for map) RDA Resolution No. 2009-14 Attachment 1-B Page 1 of 1