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HomeMy WebLinkAboutItem 6c. Second Reading of Ordinance No. 1719 (Updating IHO) and Ordinance No. 1720 (Commercial Linkage Fee) Item 6c Department: Community Development Cost Center: 4003 For Agenda of: 8/16/2022 Placement: Consent Estimated Time: N/A FROM: Michael Codron, Community Development Director Prepared By: Rachel Cohen, Senior Planner SUBJECT: ADOPTION OF AN ORDINANCE REPEALING AND REPLACING THE CITY OF SAN LUIS OBISPO’S MUNICIPAL CODE CHAPTER 17.138 (INCLUSIONARY HOUSING REQUIREMENTS) TO UPDATE REGULATIONS FOR CONSISTENCY WITH THE 6TH CYCLE HOUSING ELEMENT, AMEND TITLE 4 OF THE CITY OF SAN LUI RECOMMENDATION 1. Adopt Ordinance No. 1719 (2022 Series) entitled, “An Ordinance of the City Council of the City of San Luis Obispo, California, approving an update to the City’s Inclusionary Housing Ordinance of the Municipal Code (Chapter 17.138) with an exemption from Environmental Review (CEQA)”; and 2. Adopt Ordinance No. 1720 (2022 Series) entitled, “An Ordinance of the City Council of the City of San Luis Obispo, California, amending Title 4 of the City of San Luis Obispo Municipal Code to add Chapter 4.60 to establish a Commercial Linkage Fee with an exemption from Environmental Review (CEQA)”. POLICY CONTEXT As discussed in the Council Agenda Report dated July 19, 2022, the project is consistent with the policies and programs outlined in the 6th Cycle Housing Element (adopted by Council on November 17, 2020) and supports the Major City Goal for Housing and Homelessness. Page 25 of 418 Item 6c DISCUSSION On July 19, 2022, the City Council voted 4 - 1 to introduce Ordinance No. 1719 (2022 Series) (Attachment A), which repeals and replaces Municipal Code Title 17 Chapter 17.138 and Ordinance No. 1720 (2022 Series) (Attachment B), which amends Municipal Code Title 4 and adds Chapter 4.60. Ordinance No. 1719 reflects the further amendments made at the meeting and are highlighted below. 1. JADUs Exemption: As the Council majority directed, the Ordinance has been amended to include exemptions of JADUs and reads as follows: 17.138.020 – Applicability and Exclusions 2. The addition or inclusion of Accessory Dwelling Units (ADUs) or Junior Accessory Dwelling Units (JADUs) associated with an existing or proposed residential or mixed-use development; 2. Fractional Numbers: As the Council majority directed the Ordinance has been amended to allow all projects that result in a fractional unit to pay in -lieu fee for the fractional unit, provide an affordable unit, or a mix of the two and reads as follows. 17.138.080 – Procedures A. Fractional Numbers. In determining the number of dwellings that are required to be built pursuant to Section 17.138.040.B, if the number of required inclusionary dwellings results in a fractional unit, an applicant may pay the in -lieu fee for the fractional unit or provide an additional affordable unit in the project (based on the unit affordability for the type of project). The In-lieu fee for fractional units shall be calculated as described in Table 8 -1 (Fractional Inclusionary Requirement Scenarios): Table 8-1: Fractional Inclusionary Requirement Scenarios Example Project: 25 Units (i.e. 1,000 sq. ft. per unit) Inclusionary Housing Requirement Option 1 Option 2 Option 3 For-Sale (10%)1 2.5 units1 2 Moderate 1 Low Pay in-lieu fee3 1 Moderate 1 Low Pay fractional in-lieu fee4 For-Rent (6%)2 1.5 units2 1 Low 1 Very-low Pay in-lieu fee3 1 Low Pay fractional in-lieu fee4 Page 26 of 418 Item 6c Notes 1. Five percent for low-income households (rounded down to the next whole number) and five percent for moderate-income households (rounded up). 2. Three percent for very low-income households (rounded down) and three percent for low-income households (rounded up). 3. In-lieu fee is calculated by the habitable area of the project multiplied by the in-lieu fee as established by the City’s Comprehensive Fee Schedule. 4. Fractional in-lieu fee amount is calculated by the remaining factional inclusionary requirement (i.e. 0.5) multiplied by the in-lieu fee cost per square foot, and then multiplied by the habitable area of the project (excluding the area of any inclusionary units that are provided in the project). [For-Sale Example: (0.5 x In-lieu fee) x 23,000 sq. ft. = Fractional In-lieu fee amount] Background The City Council has tasked the Community Development Department with updating the Inclusionary Housing Ordinance (IHO) as part of the 2021-23 Major City Goal work program to increase the production of affordable housing. The IHO requires a specified percentage of deed restricted, moderate- and lower-income housing units to be provided in new residential developments and establishes a commercial linkage fee so that commercial development can contribute to addressing the related housing demand. The City is required to accommodate 3,354 residential units as a part of its 6th Cycle Regional Housing Needs Allocation (RHNA). By 2021, the City met 100 percent of its total allocation for “Above Moderate” housing units (1,411 units), but only has met 11 percent (208 units) of the total number of needed affordable units. The housing market is not producing housing that is affordable to moderate- and lower-income households, and as a result, the City’s IHO is being updated to increase affordable housing in the community to help achieve quantified objectives related to affordable housing. Previous Council or Advisory Body Action April 21, 2020: City Council Nexus Study Overview (Meeting Minutes) March 1, 2022: City Council Study Session (Meeting Minutes) June 8, 2022: Planning Commission (Meeting Minutes) July 19, 2022: City Council (Action Update) Public Engagement The City conducted a thorough engagement process, consistent with the currently adopted Public Engagement Manual, that began in 2020 with the presentation of the Nexus Study and continued with the 6th Cycle Housing Element update, the Feasibility Analysis in 2021 and the release of the draft IHO in May 2022. Details of the various presentations and outreach events are provided in the July 19, 2022 Staff Report. Summaries of the Ordinances were prepared and published in the New Times, a local newspaper, five days prior to the second reading. The amendment will become effective thirty (30) days after final passage of the Ordinance. Page 27 of 418 Item 6c CONCURRENCE Staff from the Housing and Homelessness Division of Community Development concur with the proposed changes to the Inclusionary Housing Ordinance. ENVIRONMENTAL REVIEW The proposed amendments to the Municipal Code Title have been assessed in accordance with the authority and criteria contained in the California Environmental Quality Act (CEQA), the state CEQA Guidelines, and the environmental regulations of the City. Specifically, the proposed amendments have been determined to be exempt from further environmental review pursuant to CEQA Guidelines Section 15061(b)(3), the “Common Sense” exemption, because the proposed actions will have no possibility of a significant effect on the environment and will not cause impacts as all projects subject to the Inclusionary Housing Ordinance will be required to comply with all relevant City standards, codes, and regulations, including environmental review. FISCAL IMPACT Budgeted: No Budget Year: N/A Funding Identified: No Fiscal Analysis: Funding Sources Total Budget Available Current Funding Request Remaining Balance Annual Ongoing Cost General Fund $N/A $ $ $ State Federal Fees Other: Total $ $ $ $ The implementation of Housing Element Programs was adopted as a part of the 2021 - 2023 Financial Plan. Funding was provided as a part of the Community Development Department budget appropriation for staff resources to implement Housing Element programs such as Program 2.13. The City’s applicable fee schedule will be updated according to City Council action and incorporate the fees as approved. Page 28 of 418 Item 6c ALTERNATIVES Modify the proposed ordinance. The City Council may make minor, non-substantive changes to the proposed Ordinance for the staff to incorporate in the final documents. Any material changed to the Final Ordinance would require further review by staff and the Planning Commission followed by re-introduction of the Ordinance by the Council. ATTACHMENTS A - Ordinance No. 1719 (2022 Series) B - Ordinance No. 1720 (2022 Series) Page 29 of 418 Page 30 of 418 O 1719 ORDINANCE NO. 1719 (2022 SERIES) AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SAN LUIS OBISPO, CALIFORNIA, APPROVING AN UPDATE TO THE CITY’S INCLUSIONARY HOUSING ORDINANCE OF THE MUNICIPAL CODE (CHAPTER 17.138) WITH AN EXEMPTION FROM ENVIRONMENTAL REVIEW (CEQA) WHEREAS, on January 5,1999, The City adopted its first Inclusionary Housing Ordinance contained in Ordinance No. 1346; and WHEREAS, on June 13, 2007, and update was made to the Inclusionary Housing Ordinance regarding resident selection process for inclusionary housing contained in Ordinance No. 1508; and WHEREAS, a Nexus Study was reviewed by Council on April 21,2020 to determine the feasibility of increasing the required amount of affordable housing in housing projects and implementing that into the City’s Inclusionary Housing Ordinance; and WHEREAS, the City Council of the City of San Luis Obispo conducted a web- based public hearing via teleconference on November 17, 2020, for the purpose of final adoption of the sixth cycle update to the General Plan Housing Element that included Program 2.13 that states, “Update the Inclusionary Housing Ordinance, including Table 2A, based on findings and recommendations in the 2020 Affordable Housing Nexus Study and conduct further feasibility analysis in order to evaluate the City’s ability to provide affordable housing in the proportions shown in the Regional Housing Needs Allocation, per Policy 2.4”; and WHEREAS, in April 2021, the City hired Economic & Planning Systems, Inc. (EPS) to conduct a feasibility analysis based on the findings and recommendations included in the Nexus Study and current market information and provide preliminary recommendations for updates to the City’s existing Inclusionary Housing Ordinance ; and WHEREAS, the State of California Office of Housing and Community Development, on September 3, 2021, certified the City of San Luis Obispo’s 6 th Cycle General Plan Housing Element as in full compliance with State Law; and WHEREAS, a Study Session was held by City Council on March 1, 2022, to review the preliminary recommendations of the feasibility analysis; and WHEREAS, on May 11, 2022, the City published a draft of the proposed amendments to Municipal Code Chapter 17.138 for public review; and Page 31 of 418 Ordinance No. 1719 (2022 Series) Page 2 O 1719 WHEREAS, the Planning Commission of the City of San Luis Obispo conducted a public hearing in the Council Chamber of City Hall, 990 Palm Street, San Luis Obispo, California on June 8, 2022, for the purpose of recommending amendments to implement programs of the 6th Cycle Housing Element by updating the Inclusionary Housing Ordinance; and WHEREAS, the City Council of the City of San Luis Obispo conducted a public hearing in the Council Chamber of City Hall, 990 Palm Street, San Luis Obispo, California on July 19, 2022, for the purpose of introducing an ordinance to repeal and replace Chapter 17.138 (Inclusionary Housing Requirements); and WHEREAS, notices of said public hearing were made at the time and in the manner required by law. WHEREAS, the City Council has duly considered all evidence, including the testimony of the applicant, interested parties, and the evaluation and recommendations by staff, presented at said hearing. NOW, THEREFORE, BE IT ORDAINED by the Council of the City of San Luis Obispo as follows: SECTION 1. Findings. Based upon all the evidence, the City Council makes the following findings: 1. The proposed amendments to Title 17 of the Municipal Code are consistent with the 6th Cycle Housing Element Program 2.13 which states, “Update the Inclusionary Housing Ordinance, including Table 2A, based on findings and recommendations in the 2020 Affordable Housing Nexus Study and conduct further feasibility analysis in order to evaluate the City’s ability to provide affordable housing in the proportions shown in the Regional Housing Needs Allocation, per Policy 2.4.” 2. The proposed amendments to Title 17 of the Municipal Code are consistent with the 6th Cycle Housing Element Program 4.6 which states, “Amend the City’s Inclusionary Housing Ordinance to require that affordable units in a development be of similar size, number of bedrooms, charact er and basic quality as the non-restricted units in locations that avoid segregation of such units, including equivalent ways to satisfy the requirement. Also evaluate adjusting the City’s allowable sales prices for deed-restricted affordable units per a variety of unit types.” 3. The repeal and replacement of Chapter 17.138 of the Municipal Code for qualifying development projects will not alter the character of the City or cause health safety or welfare concerns because the amendment is consistent with the General Plan and directly implements City goals and policies. Page 32 of 418 Ordinance No. 1719 (2022 Series) Page 3 O 1719 SECTION 2. Environmental Determination. The proposed amendments to the Municipal Code Title have been assessed in accordance with the authority and criteria contained in the California Environmental Quality Act (CEQA), the state CEQA Guidelines, and the environmental regulations of the City. Specifically, the proposed amendments have been determined to be exempt from further environmental review pursuant to CEQA Guidelines Section 15061(b)(3), the “Common Sense” exemption, because the proposed actions will have no possibility of a significant effect on the environment and will not cause impacts. In this case, the proposed repeal and replacement of the Inclusionary Housing Ordinance is consistent with State Law and the City’s 6th Cycle Housing Element and will not have an significant effect and project specific environmental review will be required. SECTION 3. Action. The City Council hereby repeals and replaces, in its entirety, Chapter 17.138, entitled “Inclusionary Housing Requirements”, of the San Luis Obispo Municipal Code as set forth and incorporated herein (existing tables labeled Table 8-1 through Table 8-5 as referenced in Article 8 of Title 17, shall be relabeled as Table 8 -2 through Table 8-6, respectfully). Chapter 17.138: Inclusionary Housing Requirements Sections: 17.138.010 – Purpose 17.138.020 – Applicability and Exclusions 17.138.030 – Definitions 17.138.040 – Inclusionary Housing Requirements 17.138.050 – Standards for Inclusionary Units 17.138.060 – In-Lieu Housing Fee 17.138.070 – Inclusionary Housing Proposal 17.138.080 – Procedures 17.138.090 – Eligibility Requirements 17.138.100 – Shared Equity Purchase Program 17.138.110 – Administration, Management, and Monitoring 17.138.120 – Enforcement 17.138.010 – Purpose The purpose and intent of this Chapter are: 1) to promote the public welfare by increasing the production and availability of affordable housing units; 2) to establish an inclusionary housing requirement which implements General Plan policies guiding land use and housing development; and 3) to ensure that affordable housing units established pursuant to the provisions of this Chapter are located in a manner that provides for their integration with market rate units. Page 33 of 418 Ordinance No. 1719 (2022 Series) Page 4 O 1719 17.138.020 – Applicability and Exclusions A. This Chapter shall apply to all residential development projects, except the following types of residential development projects are exempt: 1. Residential additions, repairs, or remodels, provided that such work does not increase the number of existing dwellings; 2. The addition or inclusion of Accessory Dwelling Units (ADUs) or Junior Accessory Dwelling Units (JADUs) associated with an existing or proposed residential or mixed-use development; 3. Affordable housing projects in which 100 percent of the dwellings to be built will be sold or rented in conformance with the City’s Affordable Housing Standards (excluding any on-site manager unit); 4. Housing projects that include a density bonus. 5. Emergency projects or projects which the Council determines are necessary to protect public health and safety; 6. Development projects which the Director determines are essentially noncommercial or nonresidential in nature, which provide educational, social, or related services to the community and which are proposed by public agencies, nonprofit agencies, foundations, and other similar organizations; 7. Projects which replace or restore a structure damaged or destroyed by fire, flood, earthquake, or other disaster within three years prior to the application for the new structure(s) (see Chapter 17.92 Nonconforming Structure); 17.138.030 – Definitions For the purposes of this Chapter, the following words and phrases shall have the meaning set forth below. For all other definitions, the provisions of Article 9 (Definitions) of this Title shall apply. A. “Administrator” means Below Market Rate Program Administrator which may either be the City itself or a third-party administrator acting as an agent for the City in connection with all aspects of the operation of the City's Below Market Rate program pursuant to an Agreement entered into between the City and the Administrator, as such agreement may be amended or replaced from time to time. B. “Affordable” means housing which can be purchased or rented by a household with very low-, low-, or moderate- income, as described in the City’s affordable housing standards. C. “Below Market Rate (BMR)” means that the affordability level of an inclusionary unit is below the cost of what a current market rate unit would be and is affordable to extremely low-, very low-, low-, or moderate-income households. D. “Borrower” shall be defined as one who meets the eligibility requirements for purchasing an inclusionary affordable unit. Page 34 of 418 Ordinance No. 1719 (2022 Series) Page 5 O 1719 E. “Commercial Linkage Fee” means the fee paid by the applicant of commercial development projects to mitigate the impacts that such developments have on the demand for affordable housing in the City (see Municipal Code Chapter 4.60). F. “Density bonus” means a density increase over the maximum density otherwise allowable under the Zoning Regulations, Chapter 17.140. G. “Early resale” shall mean the sale, lease, or transfer of property within seven years of the initial close of escrow for Equity Share Inclusionary Units. H. “Equity Share” shall mean the shared equity of appreciation between the City and the Borrower on inclusionary units when agreements specifically allow for affordable units to be sold at market-rate after a 7-year period. I. “Fee Schedule” means fees that for-sale and for-rent units are subject to and are paid to either the City or the Administrator for associated costs related to but not limited to eligibility screening, income verification, marketing of affordable units, and the close of escrow or completion of new lease agreements for affordable units. J. “Inclusionary housing unit” means a dwelling unit requi red under the provisions of this Chapter, and which meets the City’s affordable housing standards. K. “Low-” or “lower-income households” shall have the meaning set forth in Health and Safety Code Section 50079.5; provided the income of such persons and families shall not exceed 80 percent of the median income within the City as published and periodically updated by the State Department of Housing and Community Development. L. “Market rate” shall mean the highest price a willing buyer would pay and a willing seller would accept, both being fully informed and in an open market, as determined by an appraiser. M. “Moderate-income households” shall have the meaning set forth in Health and Safety Code Section 50079.5; provided the income of such persons and families exceed 80 percent but are less than or equal to 120 percent of the median income within the City as published and periodically updated by the State Department of Housing and Community Development. N. “Commercial development project” shall mean development projects which result in the construction or conversion of structures for the purpose of conducting business, including but not limited to retail sales, restaurants, offices, gas stations, manufacturing, etc. O. “Residential development project” shall mean development projects which result in the construction or conversion of structures, including, but not limited to, single-unit attached or detached homes, apartments, condominiums, live/work units, mixed- use, mobile homes, transitional housing or supportive housing, and group housing. P. “Very low-income” shall have the meaning set forth in Health and Safety Code Section 50079.5; provided the income of such persons and families shall not exceed 50 percent of the median income within the City as published and periodically updated by the State Department of Housing and Community Development. Page 35 of 418 Ordinance No. 1719 (2022 Series) Page 6 O 1719 17.138.040 – Inclusionary Housing Requirements A. General Requirements. All non-exempt residential development projects shall include inclusionary units as required by this chapter. If the calculated number of units results in a fraction, the number shall be rounded as described in Section 17.138.080(A). 1. Construct the required number of inclusionary units for Residential or Mixed-Use projects; 2. Pay an in-lieu fee for Residential or Mixed-Use projects; or 3. Pay a commercial linkage fee (see Municipal Code Chapter 4.60) for new Non - Residential or Non-Residential portions of Mixed-Use project(s). B. Residential Requirements 1. Ownership Dwelling Units. Ten (10) percent of the dwelling units (see Section 17.138.080.A) shall be made available for sale to eligible households with five (5) percent for low-income households (fractional units may be rounded down to the next whole number) and five (5) percent for moderate -income households (fractional units may be rounded up to the next whole number). See Section 17.138.080.A for more information regarding fractional numbers. 2. Rental Dwelling Units. Six (6) percent of the dwelling units (see Section 17.138.080.A: Fractional Numbers) shall be made available for rent to eligible households with three (3) percent for very low-income households (fractional units may be rounded down to the next whole number) and three (3) percent for low-income households (fractional units may be rounded up to the next whole number). 3. In-Lieu Housing Fees. An applicant may pay in-lieu fees to the City rather than construct inclusionary units on site for residential projects (see Section 17.138.060: In-Lieu Housing Fee). C. Non-Residential Requirements 1. Commercial, Office, Service, Hotel, Retail, Industrial, and Institutional Uses. An applicant shall pay a commercial linkage fee based on the gross square footage of the non-residential space in accordance with Municipal Code Chapter 4.60. D. Mixed-Use Development Requirements 1. Dwelling Units & Commercial Space. For mixed-use development, the inclusionary housing requirement is determined in accordance with subsection B of this Section for all dwelling units in addition to subsection C of this Section for all new commercial square footage within the development project. For example, a for-rent mixed-use project includes twenty (20) residential units and 5,000 square feet of commercial space: the inclusionary requirement would be two (2) affordable units (20 x 6% = 1.2 rounded to 2) and a commercial linkage fee would be applied to the 5,000 square feet of commercial space. Page 36 of 418 Ordinance No. 1719 (2022 Series) Page 7 O 1719 17.138.050 – Standards for Inclusionary Units A. Standards. Inclusionary units must meet the following standards: 1. Inclusionary units shall be dispersed throughout the residential development projects to prevent a concentration of affordable units within the development project. 2. Inclusionary units shall be consistent with the design of market rate units in terms of exterior appearance, materials, and finished quality. 3. The applicant may reduce square footage of inclusionary uni ts as compared to the market rate units as long as the minimum square footage of the affordable units are no less than seventy-five percent of the average size of all market rate units in the residential development project with the same bedroom count. For the purpose of this subsection, the “average size” of a unit with a certain bedroom count equals the total square footage of all market rate units with that bedroom count in the residential development project divided by the total number of market rate units with the same bedroom count in the residential development project. 4. For residential development projects with multiple market rate unit types containing differing numbers of bedrooms, inclusionary units shall be representative of the market rate unit m ix. For example, a for sale, residential project includes fifty (50) dwelling units; ten (10) three-bedroom units, twenty (20) two-bedroom units, and twenty (20) one-bedroom units. To represent the units within the residential project, the five (5) required inclusionary units would be one (1) three-bedroom, two (2) two-bedrooms and two (2) one-bedrooms. 5. The required inclusionary units shall be constructed concurrently with market rate units, unless an alternative development schedule is otherwise stipulated by the applicable Review Authority of the residential development project. 6. Inclusionary units shall be subject to the City’s and/or the Administrator’s Fee Schedule in accordance with Section 17.138.110. 17.138.060 – In-Lieu Housing Fee A. Payment of In-Lieu Fee. The developer may, at their discretion, choose to pay a fee, as established by a resolution of the City Council, to the City in lieu of constructing affordable units to meet their inclusionary housing requirement. B. In-Lieu Fee Calculation. In-lieu fees shall be calculated using the new, habitable square footage, as defined by California Building Code, included within the residential development project. C. Affordable Housing Fund. All in-lieu fees collected shall be deposited into the Affordable Housing Fund. The fund shall be administered by the Finance Director and shall be used exclusively to provide funding for the provision of affordable housing and for reasonable costs associated with the development of affordable housing, at the discretion of the Council. Page 37 of 418 Ordinance No. 1719 (2022 Series) Page 8 O 1719 D. Timing. In-lieu fees shall be paid prior to building permit issuance. For projects constructed in phases, in-lieu fees shall be paid in the proportion that the phase bears to the overall project. 17.138.070 – Inclusionary Housing Plan A. Application Requirements. An applicant proposing a project for which inclusionary housing is required shall submit a statement with their planning application or building permit (whichever applies), describing the project’s inclusionary housing plan. The statement shall include: 1. A project description that includes details regarding the proposed residential development project such as, but not limited to total number of dwelling units, number of bedrooms per dwelling unit, square footage of all units (both residential and commercial), type of project (rental or ownership), etc.; 2. A description of the inclusionary housing plan for each construction phase, including the method chosen to meet the inclusionary housing requirement and including all of the following information including but not limited to: a. Whether the unit is for sale or rental; b. The number, location, unit type, tenure, number of bedrooms and baths, floor plan, construction schedule of all inclusionary units; c. Preliminary calculation of in-lieu fees or commercial linkage fee as applicable; d. Other information which the Director determines necessary to adequately evaluate the proposal. 17.138.080 – Procedures A. Fractional Numbers. In determining the number of dwellings that are required to be built pursuant to Section 17.138.040.B, if the number of required inclusionary dwellings results in a fractional unit, an applicant may pay the in -lieu fee for the fractional unit or provide an additional affordable unit in the project (based on the unit affordability for the type of project). The In-lieu fee for fractional units shall be calculated as described in Table 8-1 (Fractional Inclusionary Requirement Scenarios): Table 8-1: Fractional Inclusionary Requirement Scenarios Example Project: 25 Units (i.e. 1,000 sq. ft. per unit) Inclusionary Housing Requirement Option 1 Option 2 Option 3 Page 38 of 418 Ordinance No. 1719 (2022 Series) Page 9 O 1719 For-Sale (10%)1 2.5 units1 2 Moderate 1 Low Pay in-lieu fee3 1 Moderate 1 Low Pay fractional in-lieu fee4 For-Rent (6%)2 1.5 units2 1 Low 1 Very-low Pay in-lieu fee3 1 Low Pay fractional in-lieu fee4 Notes 1. Five percent for low-income households (rounded down to the next whole number) and five percent for moderate-income households (rounded up). 2. Three percent for very low-income households (rounded down) and three percent for low-income households (rounded up). 3. In-lieu fee is calculated by the habitable area of the project multiplied by the in-lieu fee as established by the City’s Comprehensive Fee Schedule. 4. Fractional in-lieu fee amount is calculated by the remaining factional inclusionary requirement (i.e. 0.5) multiplied by the in-lieu fee cost per square foot, and then multiplied by the habitable area of the project (excluding the area of any inclusionary units that are provided in the project). [For-Sale Example: (0.5 x In-lieu fee) x 23,000 sq. ft. = Fractional In-lieu fee amount] B. Affordable Housing Agreement. The applicant shall complete and sign an Affordable Housing Agreement. 1. Submittal of an Affordable Housing Agreement. Applicants of residential development projects subject to this Chapter shall submit an affordable housing agreement on forms provided by the City and pay a processing and recordation fee. 2. Timing. All building permits for inclusionary units in a residential development project shall be issued concurrently with, or prior to, issuance of building permits for the market rate units. 3. Construction Schedule. The inclusionary units shall be constructed concurrently with, or prior to, construction of the market rate units, unless otherwise stipulated by the applicable Review Authority of the residential development project. Occupancy permits and final inspections for inclusionary units in a residential development shall be approved concurrently with, or prior to, approval of occupancy permits and final inspections for the market rate units. 4. Review and Approval. The draft agreement shall be reviewed by the Director and City Attorney for compliance with project approvals, City policies and standards, and applicable codes. Following approval and signing of the agreement by the parties, the final agreement shall be recorded, and relevant terms and conditions shall be recorded as a deed restriction on those lots or affordable units subject to affordability requirements. The affordable housing agreement shall be binding to all future owners and successors in interest. 5. Term. The affordable housing agreement shall ensure that affordability is maintained for the longest period allowed or required by State law, but not less than 45 years for ownership and 55 years for rental. Page 39 of 418 Ordinance No. 1719 (2022 Series) Page 10 O 1719 6. Exemption for In-Lieu Fee Payment. An affordable housing agreement shall not be required for projects which meet their inclusionary housing requirement through the payment of in-lieu fees. 17.138.090 – Eligibility Requirements A. Program Requirement. Only households qualifying as extremely low-, very low-, low, or moderate income, pursuant to the affordable housing standards, shall be eligible to rent, purchase, or occupy inclusionary units developed or funded in compliance with this requirement. For-sale inclusionary housing units shall be owner-occupied for the term of the affordable housing agreement. B. Eligibility Screening. The City or an Administrator designated by the City shall screen prospective renters or buyers of affordable units. Buyers of affordable units shall enter into an agreement with the City. Occupants must be selected by means of an open, public process which ensures that individuals of a group of interested participants are selected in accordance with the City’s BMR Ownership and Rental Housing Guidelines. Private selection of individuals by project owners is not permitted for any affordable units. 17.138.100 – Shared Equity Purchase Program When a residential development project includes affordable housing units for sale in excess of the inclusionary housing requirement for the project, the additional units may be offered under the Shared Equity Purchase P rogram. A. Under this program, the qualified buyer of a designated affordable dwelling unit shall enter into a shared equity agreement with the City. Said agreement shall be recorded as a lien against the purchased property, at no interest, securing and stating the City’s equity share in the property. The City’s equity share shall be calculated by the Director, and shall be the decimal percentage of the property’s value resulting from: 1. The difference between the property’s market value and the actual price paid by the homeowner, divided by the market value; and/or, when applicable 2. The amount of subsidy provided by the City to the homeowner to purchase the property, divided by the property’s market value. B. Upon sale, the City’s equity share shall be repaid to the City from the proceeds of the sale, less the City’s percentage share of title insurance, escrow fees, and documentary transfer taxes, at the close of escrow. The proceeds from the sale shall be deposited into the City’s Affordable Housing Fund and shall be used for the purposes set forth in Health and Safety Code § 33334.2(e). C. In the event of “early resale,” owners of properties subject to the Shared Equity Purchase Program shall either: (1) pay an equity recapture fee to the City as described in the schedule below, in addition to the City’s equity share, or (2) sell the property to another eligible household. Page 40 of 418 Ordinance No. 1719 (2022 Series) Page 11 O 1719 If the owner chooses to pay the equity recapture fee, the recapture fee shall be paid to the City upon resale at close of escrow, based on the following schedule: Table 8-1: Percent of Equity Build-up Recaptured Year % of Equity Build-up Recaptured 0 – 3 100% 4 75% + City’s Equity Share 5 50% + City’s Equity Share 6 25% + City’s Equity Share 7 and after 0% + City’s Equity Share The recapture amount shall be determined prior to the calculation of escrow closing costs. 17.138.110 – Administration, Management, and Monitoring Inclusionary rental and owner units shall be managed and operated by the property owner, or the owner’s agent, for the term of the affordable housing agreement. Sufficient documentation shall be submitted to ensure compliance with this Chapter, to the satisfaction of the Director. A. Duties of Program Administrator. The City may either handle in-house or contract for administration of the BMR Ownership Housing Program and monitoring compliance with the requirements of this Chapter to a program Administrator pursuant to an agreement executed between the City and the Administrator in accordance with the approved fee schedule. At a minimum, the Administrator shall perform the following services: 1. Maintain and administer the City’s BMR Ownership and Rental Housing Guidelines and Affordable Housing Standards. 2. Screen and select qualified buyers and renters according to the City’s Ownership and Rental Housing Guidelines and Affordable Housing Standards and maintain qualified owner and renter eligibility list; 3. Maintain a list of eligible mortgage lenders for financing the purc hase of inclusionary units in accordance with the BMR Ownership Housing Guidelines; 4. Market new and vacant BMR for-sale and rental units within the City’s affordable housing inventory. 5. Monitoring compliance with terms and conditions of the occupancy and sal e restrictions; Page 41 of 418 Ordinance No. 1719 (2022 Series) Page 12 O 1719 17.138.120 – Enforcement A. Enforcement. No building permit shall be issued, nor shall any other development entitlement be granted for a residential development project subject to this Chapter that does not meet these requirements. No inclusionary unit shall be rented or sold except in accordance with these requirements and the affordable housing standards. SECTION 4. A summary of this ordinance, together with the names of Council members voting for and against, shall be published at least five (5) days prior to its final passage, in The New Times, a newspaper published and circulated in this City. The Ordinance shall be effective thirty (30) days after its final passage. INTRODUCED on the 19th day of July 2022, AND FINALLY ADOPTED by the Council of the City of San Luis Obispo on the ___ day of ________, 2022, on the following vote: AYES: NOES: ABSENT: __________________________ Mayor Erica A. Stewart ATTEST: _________________________ Teresa Purrington, City Clerk APPROVED AS TO FORM: __________________________ J. Christine Dietrick, City Attorney IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of San Luis Obispo, California, on ______________________. __________________________ Teresa Purrington, City Clerk Page 42 of 418 O 1720 ORDINANCE NO. 1720 (2022 SERIES) AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SAN LUIS OBISPO, CALIFORNIA, AMENDING AMEND TITLE 4 OF THE CITY OF SAN LUIS OBISPO MUNICIPAL CODE TO ADD CHAPTER 4.60 TO ESTABLISH A COMMERCIAL LINKAGE FEE WITH AN EXEMPTION FROM ENVIRONMENTAL REVIEW (CEQA) WHEREAS, the City of San Luis Obispo (“City”) aims to provide sufficient levels of affordable housing for its residents; and WHEREAS, development of new commercial projects encourages new residents to move to the City, and some of the employees needed to meet the needs of new commercial development earn incomes only adequate to pay for affordable housing; and WHEREAS, because there is a need for additional affordable housing within the City, these employees might otherwise be forced to live in less-than-adequate housing within the City, pay a disproportionate share of their incomes to live in adequate housing within the City, or commute ever-increasing distances to their jobs from housing located outside of the City, thereby harming the City’s ability to attain goals articulated in the City’s General Plan; and WHEREAS, the City Council of the City of San Luis Obispo conducted a web - based public hearing via teleconference on November 17, 2020, for the purpose of final adoption of the sixth cycle update to the General Plan Housing Element that included Program 2.13, which provides, “Update the Inclusionary Housing Ordinance, including Table 2A, based on findings and recommendations in the 2020 Affordable Housing Nexus Study and conduct further feasibility analysis in order to evaluate the City’s ability to provide affordable housing in the proportions shown in the Regional Housing Needs Allocation, per Policy 2.4”; and WHEREAS, on April 21, 2020, City Council reviewed a Nexus Study prepared by David Paul Rosen and Associates (DRA) which confirmed that both market-rate residential and commercial development are creating demand for afforda ble housing that is not being met by the current housing market; and WHEREAS, pursuant to Government Code Section 66001, the Nexus Study establishes that there is a reasonable relationship between the commercial linkage fees and the commercial development on which it is imposed and between the need for affordable housing and the commercial development projects against which the fee is charged; and WHEREAS, in April 2021, the City hired Economic & Planning Systems, Inc. (EPS) to conduct a feasibility analysis of the City’s inclusionary housing requirements based on the findings and recommendations included in the Nexus Study; and Page 43 of 418 Ordinance No. 1720 (2022 Series) Page 2 O 1720 WHEREAS, the City may adopt and impose commercial linkage fees to mitigate the impact of commercial development projects on available affordable housing in the City under the authority of Sections 66000 et seq. of the California Government Code (“Mitigation Fee Act”); and WHEREAS, the commercial linkage fees will be placed in the City’s Affordable Housing Fund and the fees will be used solely to increase the supply of housing affordable to extremely low, very low, low, and moderate-income residents; and WHEREAS, the State of California Office of Housing and Community Development, on September 3, 2021, certified the City of San Luis Obispo’s 6th Cycle General Plan Housing Element as in full compliance with State Law; and WHEREAS, a Study Session was held by City Council on March 1, 2022, to review staff’s recommended amendments to Chapter 17.138, that were derived from the Nexus Study and the EPS financial analysis; and WHEREAS, the City Council of the City of San Luis Obispo conducted a public hearing in the Council Chamber of City Hall, 990 Palm Street, San Luis Obispo, California on July 19, 2022, for the purpose of introducing an ordinance to implement commercial linkage fees; and WHEREAS, notices of said public hearing were made at the time and in the manner required by law; and WHEREAS, the City Council has duly considered all evidence, including the testimony of the applicant, interested parties, and the evaluation and recommendations by staff. NOW, THEREFORE, BE IT ORDAINED by the Council of the City of San Luis Obispo as follows: SECTION 1. Findings. Based upon all the evidence, the City Council makes the following finding: 1. All recitals are true and correct and are incorporated herein by reference. 2. The proposed amendments to Title 4 are also consistent with the 6th Cycle Housing Element and implements program 2.13. SECTION 2. Environmental Determination. The proposed amendments to the Municipal Code Title have been assessed in accordance with the authority and criteria contained in the California Environmental Quality Act (CEQA), the state CEQA Guidelines, and the environmental regulations of the City. Sp ecifically, approval of fees and/or charges is not a “project” for the purposes of CEQA, pursuant to CEQA Guidelines, Section 15378(b)(4); and even if considered a “project” under CEQA, would be exempt from CEQA review pursuant to CEQA Guidelines Section 15061(b)(3), the “Common Sense” exemption, because the proposed ordinance will have no possibility of a significant effect on the environment and will not cause impacts. Page 44 of 418 Ordinance No. 1720 (2022 Series) Page 3 O 1720 SECTION 3. Action. The City Council hereby adds Chapter 4.60, entitled “Commercial Linkage Fees”, to the San Luis Obispo Municipal Code as set forth and incorporated herein. Chapter 4.60: Commercial Linkage Fees Sections: 4.60.010 – Purpose. 4.60-020 – Definitions. 4.60.030 – Fees to be set by resolution. 4.60.040 – Payment of fees. 4.60.050 – Exemptions. 4.60.060 – Disposition and use of fees. 5.60.070 - Enforcement 4.60.010 – Purpose A. Encourage the development and availability of housing affordable to a broad range of households with varying income levels within the city as mandated by State law, California Government Code Section 65580 and following. B. Offset the demand for affordable housing that is created by new development and mitigate environmental and other impacts that accompany new commercial development by protecting the economic diversity of the City’s housing stock; reducing traffic, transit and related air quality impacts by allowing more residents to live near their workplace; promoting jobs/housing balance; and reducing the demands placed on transportation infrastructure in the region. C. Promote the City’s policy to provide an adequate number of affordable housing units to the City’s housing stock in proportion to the existing or projected need in the community, as identified by the Housing Element. D. Support the Housing Element goal of assisting in the development of new housing that is affordable at all income levels and the policies and actions th at support this goal. E. Encourage the production of the very low, low, and moderate income units planned for in the Housing Element of the General Plan. 4.60.020 - Definitions For the purposes of this Chapter, the following words and phrases shall have the meaning set forth below. A. “Administrator” means Below Market Rate Program Administrator which may either be the City itself or a third party administrator acting as an agent for the City in connection with all aspects of the operation of the City's Below Market Rate program pursuant to an Agreement entered into between the City and the Administrator, as such agreement may be amended or replaced from time to time. B. “Affordable housing agreement” means a written agreement between a builder and the City as provided by Section 17.138.080.B. Page 45 of 418 Ordinance No. 1720 (2022 Series) Page 4 O 1720 C. “Below Market Rate (BMR)” means that the affordability level of an inclusionary unit is below the cost of what a current market rate unit would be and is affordable to extremely low-, very low-, low-, or moderate-income households. D. “Commercial development project” shall mean development projects which result in the subdivision of land and/or the construction or conversion of structures for the purpose of conducting business, including but not limited to hotels, retail sales, restaurants, offices, gas stations, research and development uses and manufacturing. E. “Commercial linkage fee” means the fee paid by applicant of commercial development projects to mitigate the impacts that such developments have on the demand for affordable housing in the City. F. “First approval” means the first discretionary approval to occur with respect to a commercial development project or, for commercial projects not requiring a discretionary approval, the issuance of a building permit. G. “Inclusionary housing plan” means a plan for a residential development project submitted by an applicant as provided by Section 17.138.070. H. “Planning permit” means any discretionary approval of a residential or mixed use project, including but not limited to a comprehensive or specific plan adoption or amendment, rezoning, tentative map, parcel map, conditional use permit, variances, or architectural review. 4.60.030 – Fees to be Set by Resolution The amount of commercial linkage fee imposed on applicants of commercial development projects shall be determined by resolution adopted by the City Council and may be adjusted annually by the percentage change in the Consumer Price Index for all Urban Consumers (CPI-U) Los Angeles area. Commercial linkage fees shall not exceed the cost of mitigating the impact of the commercial development projects on the availability of affordable housing in the city. 4.60.040 – Payment of Fees A. A commercial linkage shall be applied to commercial development projects involving new construction and additional gross square footage to existing commercial buildings. If a development is exempt from the fee at initial construction, but later converts to a commercial development project, the converted square footage will be subject to the fee. B. Any commercial linkage fee shall be paid in full prior to the issuance of the first building permit for the commercial development project subject to the fee or at a time otherwise specified by Council Resolution. If no building permit is required, the fee shall be paid before a conversion of use may take place. The fee shall be calculated based on the fee schedule in effect at the time the building permit is issued as adopted by the City Council. Page 46 of 418 Ordinance No. 1720 (2022 Series) Page 5 O 1720 4.60.050 – Exemptions A. The following commercial projects are exempt from the provisions of this chapter. 1. City buildings and facilities and those public facilities entitled to an exemption under state law. 2. Schools, places of public assembly, cultural institutions, childcare facilities, nursing homes, residential care facilities, and skilled nursing facilities. 3. Projects which replace or restore a structure damaged or destroyed by fire, flood, earthquake, or other disaster within three years prior to the application for the new structure(s) (see Chapter 17.92 Nonconforming Structure). 4.60.060 – Disposition and Use of Fees Commercial linkage fees collected shall be deposited into the Affordable Housing Fund. The fund shall be administered by the Finance Director and shall be used exclusively to provide funding for the provision of affordable housing and for reasonable costs associated with the development of affordable housing, at the discretion of the Council. 4.60.070 – Enforcement A. Payment of the commercial linkage fee is the obligation of the builder of a commercial development project. The City may institute any appropriate legal actions or proceedings necessary to ensure compliance herewith, including, but not limited to, actions to revoke, deny, or suspend any permit or development approval. B. The City Attorney and Community Development Director shall be authorized to enforce the provisions of this chapter and all affordable housing agreements, regulatory agreements, by civil action and any other proceeding or method permitted by law. C. Failure of any official or agency to fulfill the requirements of this chapter shall not excuse any builder or owner from the requirements of this chapter. No permit, license, map, or other approval or entitlement for a commercial development project shall be issued, including without limitation a final inspection or certificate of occupancy, until all applicable requirements of this chapter have been satisfied. D. The remedies provided for in this chapter shall be cumulative and not exclusive and shall not preclude the City from any other remedy or relieve to which it otherwise would be entitled under law or equity. Page 47 of 418 Ordinance No. 1720 (2022 Series) Page 6 O 1720 SECTION 4. A summary of this ordinance, together with the names of Council members voting for and against, shall be published at least five (5) days prior to its final passage, in The New Times, a newspaper published and circulated in this City. The Ordinance shall be effective thirty (30) days after its final passage. INTRODUCED on the 19th day of July 2022, AND FINALLY ADOPTED by the Council of the City of San Luis Obispo on the ___ day of ________, 2022, on the following vote: AYES: NOES: ABSENT: __________________________ Mayor Erica A. Stewart ATTEST: _________________________ Teresa Purrington, City Clerk APPROVED AS TO FORM: __________________________ J. Christine Dietrick, City Attorney IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of San Luis Obispo, California, on ______________________. __________________________ Teresa Purrington, City Clerk Page 48 of 418 1010 Marsh St., San Luis Obispo, CA 93401 (805) 546-8208 . FAX (805) 546-8641 PROOF OF PUBLICATION (2015.5 C.C.P.) STATE OF CALIFORNIA, County of San Luis Obispo, I am a citizen of the United States and a resident of the county aforesaid; I am over the age of eighteen years, and not a party interested in the above entitled matter. I am the principal clerk of the printer of the New Times, a newspaper of general circulation, printed and published weekly in the City of San Luis Obispo, County of San Luis Obispo, and which has been adjudged a newspaper of general circulation by the Superior Court of the County of San Luis Obispo, State of California, under the date of February 5, 1993, Case number CV 72789: that notice of which the annexed is a printed copy (set in type not smaller than nonpareil), has been published in each regular and entire issue of said newspaper and not in any supplement thereof on the following dates, to -wit: in the year 2022 I certify (or declare) under the the penalty of perjury that the foregoing is true and correct. Dated at San Luis Obispo, Califo ia, this day of 2022. Patricia Horton, New Times Legals Proof of Publication of 0 ORDINANCE N0.1719 (2022 Series) AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SAN LUIS OBISPO. CALIFORNIA, APPROVING THE REPEAL AND REPLACEMENT OF THE CITY OF SAN LUIS OBISPO'S MUNICIPAL CODE CHAPTER 17.138 (INCLUSIONARY HOUSING REOUIREMENTS) TO UPDATE REGULATIONS FOR CONSISTENCY WITH THE STH CYCLE HOUSING ELEMENT WITH AN EXEMPTION FROM ENVIRONMENTAL REVIEW (CEOA) NOTICE IS HEREBY GIVEN thatthe City Council of the City of San Luis Obispo, California, at its Regular Meeting of July 19, 2022. introduced the above tided ordinance upon a motion by Vice Mayor Christianson, second by Council Member Shoresman, and on the following roll call vote: AYES: Council Member Marx, Pease, Shoresman, Vice Mayor Christenson NOES: Mayor Stewart Ordinance No 1719 12022 Ser'esl: This is a City Ordinance that replaces the City's existing requirements with new requirements for inclusiona fy housing for new residential projects, including: the elimination of existing Table 2A that adjusts the requirements to build deed restricted, affordable units and related in -lieu fees with certain high density, small unit projects. The purpose of this Ordinance is to: 1) to increase the production and availability of affordable housing units; 21 to implement General Plan policies guiding lend use and housing development and 3)to ensure that affordable housing units are located in a manner that provides for their integration with market rate units. A full and complete copy of the aforementioned Ordinance is available for inspection as pan of the published agenda packet for the August 16, 2022 Council Meeting, or you may call 1805) 781-7100 for more information. NOTICE IS HEREBY GIVEN that the City Council of the City of San Luis Obispo will consider adopting the Ordinance at its Regular Meeting of August 16, 2D22 at 5:30 p.m. in the Council Chambers at City Hall, 990 Palm Street, San Luis Obispo. The City Council meeting will be televised live on Charter Cable Channel 20 and live streaming on the Citys YouTube channel htuJivoutube.slo.cnv. Teresa Purrington City Clerk August 11, 2022 AJm' W—W-N'.MGA.—Nr>1G OiFe: aL51Nk$$/PuYic9mkeu VmUai Nm 1010 Marsh St., San Luis Obispo, CA 93401 (805) 546-8208 . FAX (805) 546-8641 PROOF OF PUBLICATION (2015.5 C.C.P) STATE OF CALIFORNIA, County of San Luis Obispo, I am a citizen of the United States and a resident of the county aforesaid; I am over the age of eighteen years, and not a party interested in the above entitled matter. I am the principal clerk of the printer of the New Times, a newspaper of general circulation, printed and published weekly in the City of San Luis Obispo, County of San Luis Obispo, and which has been adjudged a newspaper of general circulation by the Superior Court of the County of San Luis Obispo, Stare of California, under the date of February 5, 1993, Case number CV72789: that notice of which the annexed is a printed copy (set in type not smaller than nonpareil), has been published in each regular and entire issue of said newspaper and not in any supplement thereof on the following dares, to -wit: in the year 2022, I certify (or declare) under the the penalty of perjury that the foregoing is true and correct. Dated at San Luis ObisDo, Califfoluia, this day — of 2022. Patricia Horton, New Times Legals Proof of Publication of ORDINANCE NO.1720 (2022 Series) AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SAN LUIS OBISPO, CALIFORNIA, AMENDING TITLE a OF THE CITY OF SAN LUIS OBISPO MUNICIPAL CODE TO ADD CHAPTER 4.60 TO ESTABLISH A COMMERCIAL LINKAGE FEE WITH AN EXEMPTION FROM ENVIRONMENTAL REVIEW ICEOAi NOTICE IS HEREBY GIVEN that the City Council of the City of San Luis Obispo, California, at its Regular Meeting of July 19, 2022, introduced the above titled ordinance upon a motion by Vice Mayor Christianson, second by Council Member Shoresmen, and on the following roll call vote: AYES: Council Member Marx, Pease, Shoresmen, Vice Mayor Christianson NOES: Mayor Stewart Ordinance No. 1720 (2022 Series): This is a City Ordinance to establish Commercial Linkage Fees to mitigate the impact of commercial development projects on available affordable housing in the City. The new fee will be $6 per eq. ff. for office, service, hotel and retail uses and S5 per sq. for industrial and institutional ,as. The Ordinance's purpose is to support the development and availability of housing affordable to a broad range of households with varying income levels, offset the demand for affordable housing that is created by new development and mitigate environmental and other impacts that accompany new commercial development by allowing more residents to live near theirworkplsce, promoting jobs/housing balance, and reducing the demands placed on transportation infrastructure. Additionally, the Ordinance promotes City policy to provide an adequate number of affordable housing units in proportion to the existing or projected need in the community. A full and complete copy of the aforementioned Ordinance is available for inspection as part of the published agenda packetfor the August 16, 2022 Council Meeting, or you may call (805) 7BI-7100 for more information. NOTICE IS HEREBY GIVEN that the City Council of the City of San Luis Obispo will consider adopting the Ordinance at its Regular Meeting of August 16, 20T2 at 5:30 p.m. in the Council Chambers at City Hall, 990 Palm Street, San Luis Obispo. The City Council meeting will be televised live on Charter Cable Channel 20 and live streaming on the City's YauTube channel marl/voutuba slo c'tv Teresa Farrington, City Clerk August 11, 2022 \dininS Pamn:,ii-NTMG Ad—NrMGOuIBUSINF ,N�,timveu VmoiaF Poi