HomeMy WebLinkAboutItem 5g. Amendment to the Garden Street Terraces Affordable Housing Agreement to Convert 1Below Rate Rental Unit to 1 Below Market HomeOwnership Unit Item 5g
Department: Community Development
Cost Center: 4008
For Agenda of: 6/4/2024
Placement: Consent
Estimated Time: N/A
FROM: Timmi Tway, Community Development Director
Prepared By: Owen Goode, Assistant Planner: David Amini, Housing Coordinator
SUBJECT: AMENDMENT TO THE GARDEN STREET TERRACES AFFORDABLE
HOUSING AGREEMENT TO CONVERT ONE BELOW MARKET RATE
RENTAL UNIT TO ONE BELOW MARKET HOMEOWNERSHIP UNIT
RECOMMENDATION
Approve the Draft Resolution entitled, “A Resolution of the City Council of the City of San
Luis Obispo, California, to approve the conversion of one Below Market Rate Rental Unit
to a Home Ownership Unit within the City’s Below Market Rate Housing Program ,” with
an option to purchase offered to the existing moderate -income tenant, for the Garden
Street Terraces project
POLICY CONTEXT
Both homeownership and rental units that meet the rental or sales price standards, as
established by the City and that are made available for very-low, low, and moderate
income persons or households, and that are subject to deed restrictions or other
instruments that ensure the housing remains affordable for a predetermined period , are
considered affordable housing. The proposed action to modify an affordable housing
agreement to convert a rental unit to a home -ownership unit within the City’s Below
Market Rate Housing Program does not conflict with any 6th Cycle Housing Element
Policies or Major City Goal for Housing and Homelessness to support housing options for
all.
The continued ownership and maintenance of the subject rental unit required as part of
the Garden Street Terraces project has become an undue burden on the owner, so t he
owner has requested to convert the unit to a below market rate homeownership unit in
order to facilitate sale to an income eligible buyer. Converting the rental unit to a for sale
unit would allow an income eligible buyer to reside in the home . This would help
accomplish the owner’s goal of transferring title to the property as well as the City’s goal
of retaining its stock of affordable housing.
DISCUSSION
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Item 5g
Background
On June 1, 2010, the City Council adopted Resolution Numbers 10182 and 10183
certifying an environmental impact report and approving use permit and tentative tract
map for the 1119 Garden Street property. These resolutions allowed the owner to
construct and operate a mixed-use building on the property, formerly referred to as
Garden Street Terraces, and were later amended by the City Council on November 1,
2011, by Resolution Number 10312 and on March 4, 2014, by Resolution Number 10504.
The project completed construction in 2021 and is comprised of 20,000 sq.ft. of retail
space, 8 residential units, 64 hotel rooms, and 41 private parking spaces .
The original requirement to provide below market rate housing as a public benefit to
support the approval of the project was to provide three low-income housing units, which
was 9% of the 33 residential units proposed within the project. As the project was
modified, and the total number of units proposed was reduced from 33 to 8, the final
requirement was to provide two moderate-income rental units located off-site at the
Parkwood Apartments located on Southwood Drive , exceeding 9% of the final eight
residential units proposed within the project. An Affordable Housing Agreement
(Agreement) was executed for the two moderate-income rental units (Attachment B).
The owner of one of the units has requested to convert the unit to a for-sale (Attachment
C). The Affordable Housing Agreement recorded on the property requires approval by
the decision-making body that approved the project (per Section 5.7 of the original
Affordable Housing Agreement) to approve any major modifications to the Agreement. In
this case, the City Council was the approving body for the project, and therefore, the
request to amend the Agreement is before the Council for consideration.
The unit to be converted is currently occupied by an eligible renter who has been duly
qualified by the City’s affordable housing administrator. In order to help secure housing
stability for this renter and upon confirmation of eligibility, the City intends to offer a first
right of option to purchase the property to the tenant, who has expressed inter est in and
ability to purchase the home. In the event that the current tenant is no longer eligible to
purchase the home or would like to pursue other housing opportunities, the tenant shall
have the option to reside in the unit for the remainder of the le ase agreement or for at
least 90 days, whichever is greater. The first right of option to purchase the property by
the tenant will be included in the amended Agreement.
The other unit subject to the Agreement has been previously sold and continues to be
maintained as a moderate income rental unit. Under this proposed amendment, one unit
would maintain its status as a rental unit and the other would be converted to an
ownership unit.
Previous Council Action
City Council approved the final design for the Garden Street Terraces Project on March
4, 2014, by Resolution Number 10504.
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Item 5g
Public Engagement
Members of the Public will have an opportunity to provide public comment prior to or
during the City Council meeting.
CONCURRENCE
The Community Development Director concurs with the recommended action.
ENVIRONMENTAL REVIEW
The California Environmental Quality Act (CEQA) does not apply to the recommended action
because the action does not constitute a “project” under CEQA Guidelines Sec. 15378.
FISCAL IMPACT
Budgeted: N/A Budget Year: 2023-24
Funding Identified: N/A
Fiscal Analysis:
Funding
Sources
Total Budget
Available
Current
Funding
Request
Remaining
Balance
Annual
Ongoing
Cost
General Fund $0 $0 $0 $0
State
Federal
Fees
Other:
Total $0 $0 $0 $0
The conversion of this unit type will not impact the City fiscally.
ALTERNATIVES
1. Council could decide to not approve the conversion of the rental unit to a
homeownership unit. This action is not recommended by staff because converting
the unit to an ownership unit provides flexibility for the owner and promotes upward
mobility for the current renter or prospective buyer. This alternative would result in no
change to the property and the owner would be required to continue to maintain the
home as a Below Market Rate rental unit, compliant with the City’s standards. The
owner may continue to pursue selling the unit, but it would still maintain its status as
a rental unit.
2. Council could approve the conversion of the rental unit to a homeownership
unit but not approve the first right of option to purchase to the existing tenant.
This action is not recommended by staff because the current tenant has expressed
interest in purchasing the unit with the condition that they are deemed an eligible buyer
per the City’s Below Market Rate Housing Standards. Approving this alternative could
create a challenge for the current tenant in pursuing other housing opportunities.
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Item 5g
ATTACHMENTS
A - Draft Resolution approving the Conversion of one Below Market Rate Rental Unit to
a Home Ownership Unit
B - Recorded Below Market Rate Housing Agreement
C - Garden Street SLO Partners Conversion Request
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R ______
RESOLUTION NO. _____ (2024 SERIES)
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN LUIS
OBISPO, CALIFORNIA, TO APPROVE THE CONVERSION OF ONE
BELOW MARKET RATE RENTAL UNIT TO A HOME OWNERSHIP UNIT
WITHIN THE CITY’S BELOW MARKET RATE HOUSING PROGRAM
WHEREAS, on March 4, 2014, the City Council approved Resolution Number
10504, to allow for the construction and operation of a mixed -use building located at 1119
Garden Street, referred to as Garden Street Terraces, and
WHEREAS, the project approval included a public benefit provision to provide 2
Moderate-Income rental units located off-site, and
WHEREAS, an Affordable Housing Restriction Agreement and Declaration of
Restrictive Covenants was entered into on March 26, 2018 (the “Agreement”), to deed
restrict 2 Moderate-Income rental units, and
WHEREAS, the owner has requested to convert one of the units to an ownership
unit so that it may be sold to an eligible buyer subject to the City’s Below Market Rate
Housing Standards and Purchase Guidelines, and
WHEREAS, the City Council of the City of San Luis Obispo conducted review of
the request on June 4, 2024, as a consent agenda item and has duly considered all
evidence and recommendations by staff.
NOW, THEREFORE, BE IT RESOLVED by the Council of the City of San Luis
Obispo as follows:
SECTION 1. Determination. The City Council finds and determines that the
request is consistent with implementing the City’s Housing Element and Major City Goals
to expand housing opportunities for all and approves of the conversion, subject to the
following conditions:
1. The Agreement shall be amended to convert one moderate-income rental unit
to an ownership unit and shall be deed restricted for no less than 45 years upon
sale to an eligible buyer.
2. The home shall not be sold until the amendment to the Agreement, in a form
satisfactory to the Community Development Director, is executed by all parties.
The Community Development Director is authorized to execute the
amendment, and any other agreements necessary to carry out the purposes of
this request, on behalf of the City.
3. In order to ensure housing stability for the existing tenant and upon confirmation
of eligibility for the City’s below market rate homeownership program, the
existing tenant shall be offered a first option to purchase the unit. Facilitation of
this option shall be the responsibility of the Community Develop ment Director
or their designee.
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Resolution No. _____ (2024 Series) Page 2
R ______
4. In the event that the existing tenant is not an eligible buyer or decides not to
purchase the home, they shall be entitled to reside in the unit for the remainder
of the lease agreement or reside in the unit for 90 days aft er approval of this
resolution, whichever is date is later.
5. The eligible buyer of the homeownership unit shall execute a Promissory Note,
which shall be secured by a Deed of Trust in favor of the City. The Promissory
Note shall include provisions restricting the occupancy, resale, and refinancing
of the unit.
Upon motion of Council Member ___________, seconded by Council Member
___________, and on the following roll call vote:
AYES:
NOES:
ABSENT:
The foregoing resolution was adopted this _____ day of _______________ 20 24.
___________________________
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
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Garden Street SLO Partners, LP
505 Bath St
Santa Barbara, CA 93101
Garden Street SLO Partners, LP
505 Bath St
Santa Barbara, CA 93101
November 21, 2023
Owen Goode
Community Development
919 Palm Street
San Luis Obispo, CA 93401
Dear Owen:
Our unit at 1023 Southwood Dr Unit C, San Luis Obispo, CA 93401 is currently deed restricted moderate
“rental”. We have attempted to sell this unit for more than 2 years. We have toured more than 50 groups
though it. We have been under contract several times, but ultimately no one has followed through to
complete the purchase. The unit is in Parkwood Village, which is a great community. We performed a
complete remodel of the unit when we purchased the unit in 2018. Other units within the same complex
have sold quickly. The issue keeps coming back to the rental deed restriction.
We are asking the City to change the designation from “rental” to “owner occupied”. We are not
requesting a change in restriction level just simply in type. In fact, the current tenant would like to
purchase the unit- a true move up opportunity.
We have been working with City staff since September 2021 on better understanding the restriction and
the process to change it. We have been informed that this would need to go to City Council. We were
recently made aware that when proposing a new project in San Luis Obispo, the developer can choose
between rental and owner occupied – something that we didn’t realize when we signed the Affordable
Housing Restriction Agreement in 2018. We are hoping we can be granted this same opportunity now.
We appreciate your consideration of our request.
Kind Regards,
Garden Street SLO Partners, LP
Patrick Smith
Partner
DocuSign Envelope ID: 32330DDE-31B7-45FC-95E5-809E4E56E34C
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