HomeMy WebLinkAbout04-10-2018 Zoning, CodronCOUNCIL MEETING: o'-► I . C) Iw��
ITEM NO.: t '%V0z'V'MC
Council Memorandum
DATE: March 20, 2018
TO: City Council
FROM: Derek Jolinsoilk Y Manager
er
PREPARED: Michael Codron, Community Development Director
VIA: Doug Davidson, Deputy Director
=RECEIVED
SUBJECT: Study Session Summary - Zoning Regulations Update (April 10, 2018)
During the effort to update the Zoning Regulations, City staff and the consultant team have
identified certain issues that require policy direction from the Council. A study session is scheduled
for April 10, 2018, to provide the Council and community with a general update, and to discuss
the key policy issues outlined in this memorandum.
The intent of the following discussion is to provide early review to the City Council in preparation
of the Study Session.
Public Input Process
To date, the process of updating the Zoning Regulations has involved;
1) Stakeholder and resident interviews
2) Input received during the June 3, 2017 community workshop
3) Information presented to the Planning Commission at regularly scheduled meetings
beginning in August 2017
4) Coordination among various City departments and with the County Airport Land Use
Commission (ALUC)
The stakeholder and resident interview summary, and the community workshop summary are
available on the City website: http://www.slocity.org//aovemment/department-
directory/community-developmentlplanning-toninzoninglxoning-re,i;ulations�-update
White Papers
The scope of the work also includes six White Papers to provide additional focus on complex
issues:
1) Emerging Housing Trends
2) Transitions Between Land Uses
3) Case Studies in Local Adult -Use and Medical Marijuana Regulations
4) Flexible Density Downtown
Zoning Regulations Update: Early Council Policy Direction Review - Memorandum Page 2
5) Re -envisioning Personal Mobility
6) Implementing the Climate Action Plan in the Zoning Regulations
White Papers are available on the City website: htt ://www.slocit _or ,,ovemment/de artment-
directorylcommunity-development/planning-zonin zoninglzoning-reg«lations-update
TOPICS REQUIRING DISCUSSION AND POLICY DIRECTION
Changing How Density Is Calculated
Currently, City regulations regarding how density is calculated are unique among most
jurisdictions in California; most cities, for density purposes, define a density unit as a dwelling no
matter how many bedrooms are provided in a dwelling.
Staff proposes revising the City's bedroom density -based approach to move towards establishing
minimum density unit counts in multiple family zones. This approach would allow at least two
units (a unit being defined as one two-bedroom unit) in a R-2 zone regardless of the lot size, and
likewise for R-3 and R-4 lots (a minimum of 3 and 4 units, respectively.)
Flexible Density Downtown
The LUCE also calls for allowing efficiency units and flexible density downtown. Council may
explore expanding this concept to encourage smaller units by eliminating density requirements
altogether for units under a certain size threshold, such as 600 square feet. This flexible density
provision would also incentive and enable the development of efficiency units in the Downtown
core. In these cases, height, setback, parking, and massing regulations along with the Community
Design Guidelines would guide development, rather than a calculation based on lot size.
Regulation of Rooftop Uses
Rooftop decks can provide amenities, views, and improved quality of life. Other public comments
noted privacy and noise concerns with rooftop decks in residential settings. Staff is exploring
regulating rooftop uses by establishing setbacks, hours, size limits, and other standards to balance
the use and enjoyment of rooftop uses with the privacy of residential settings.
Alcohol Outlet Regulations
The Alcohol Outlet Memo was provided on March 15, 2018 to inform the Council of current trends
and regulations associated with alcohol outlets downtown that have been enacted to prevent
restaurants from transforming, or "morphing," into bars late in the evening. A use permit approval
is required for restaurants serving alcohol after 11:00 p.m. and the Deemed Approved Regulations
require performance standards for existing alcohol outlets.
Land Use Element Programs 4.29 and 4.32 call for a review of the effectiveness of the Alcohol
Outlet Regulations in helping foster a safe late-night environment downtown. Council will be
reviewing whether the current practices and the incorporation of conditions of approval as
standards are adequate to address safety concerns downtown, or if additional regulations should
be explored to address specific impacts.
Zoning Regulations Update: Early Council Policy Direction Review - Memorandum Page 3
Tiny Homes
Current ADU regulations allow smaller homes on permanent foundations accessory to primary
dwellings. Thus, tiny homes as ADUs can easily be addressed. Tiny homes on wheels are
considered Recreational Vehicles (RV) according to the California Department of Housing and
Community Development (HCD) and regulated as motor vehicles by the State Department of
Motor Vehicles. HCD is the responsible enforcement authority for ensuring compliance with
statutory construction and maintenance code requirements for any property containing two or more
RV's, within the City of San Luis Obispo.
In response to community and Council interest in allowing tiny homes in the City, staff has focused
on how existing regulations might be revised to accommodate tiny homes on wheels in backyards
of single-family homes. The critical issues for tiny homes on wheels revolve around how to
address basic health and public safety considerations: sewage connections/disposal, electric
power/natural gas provision, and potable water.
Council will be asked to consider an opportunity for tiny homes on wheels as part of the Zoning
Regulations Update, and if so, to review several possible means of regulation.
Removing Barriers to the Construction of Accessory Dwelling Units (ADUs)
With adoption of the updated ADU ordinance in 2017, new regulations dictated by State law have
somewhat eased the ability of property owners to construct ADUs. Staff will present to Council
suggestions to further facilitate construction of ADUs, particularly looking at the cost of required
offsite improvements.
Efficient Development Review Process
Another major component of the update is simplifying the development review process. Staff will
propose changes to the role of the Architectural Review Commission that will allow the
Commission to focus on architecture and design. The role of the Commission would be to engage
with applicants, City staff, and the public early in the application review period.
The Commission's review would be focused solely on a project's adherence to the Community
Design Guidelines, and their decisions would go forward in the form of a recommendation to the
Planning Commission or Community Development Director, depending on the project. The
process improvements anticipated are expected to increase review efficiency by reducing the
number of multiple discretionary decisions for a single project. Staff is seeking feedback from the
City Council on the general concept, and will engage the public, the Planning Commission, and
the ARC on the details before finalizing recommendations.
Zoning Regulations Update: Early Council Policy Direction Review - Memorandum Page 4
Parking Requirements to Achieve Multi -Modal Objectives
One of the methods being suggested to achieve the City's multi -modal split objectives' are to
adjust the required parking standards by using the Institute of Transportation Engineers (ITE)
demand as a base for establishing parking requirements. In some cases, the City's parking
requirements are higher (requiring more parking) than the ITE standards.
ITE rate exam le: ITE requires 1.52 parking spaces per dwelling of a townhouse
development, whereas, the Zoning Regulations requires - One per studio apartment; 1.5 for
first bedroom plus 0.5 for each additional bedroom in a unit, plus one for each five units in
developments of more than five units
The ITE parking requirements would be a guide to assist in determining appropriate parking
requirements consistent with other communities. Another parking discussion topic on April I 01
will be to use case-by-case parking studies to determine the proper type and percentage of
requested parking reductions.
' 1.7. Transportation Objectives. 1.7.1. Encourage Better Transportation Habits. San Luis Obispo should:
(1) Increase the use of alternative forms of transportation and depend less on the single -occupant use of
vehicles.
1.6.1. Transportation Goals. (1) Maintain accessibility and protect the environment throughout San Luis
Obispo while reducing dependence on single -occupant use of motor vehicles, with the goal of achieving
State and Federal health standards for air quality. (2) Reduce people's use of their cars by supporting and
promoting alternatives such as walking, riding buses and bicycles, and using carpools.
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INTRODUCTION
Housing affordability is an urgent issue in California, where a
majority of renters (over 3 million households) pay more than
30 percent of their income toward rent and nearly one-third
(over 1.5 million households) spend more than 50 percent of
their income on rent. In addition, Californias homeownership
rates are at the lowest point since the 1940s. This has led many
experts in the field to declare the current state of housing supply
and affordability a crisis.
In his January 2017 budget proposal, Governor Brown set the
tone and parameters for substantive action to address housing
supply and affordability issues. He indicated that new and
increased funding for housing must be instituted along with
regulatory reform that streamlines local project approval pro-
cesses and imposes more stringent measures of local accounta-
bility. These parameters guided legislative action throughout
2017, resulting in a package of bills signed into law.
Gov. Brown and state legislators made significant changes to
local land -use processes and approved new sources of revenue for
housing construction. Throughout the 2017 legislative session,
the League advocated for proposals that preserved local authority
while advancing much-needed housing development approvals.
This reference guide covers recent actions taken by the state
Legislature to address the housing crisis and provides in-depth
analysis and guidance on changes made to state and local land -
use law that will affect city processes and functions related to
housing development.
3%
PART I. THE CALIFORNIA HOUSING CRISIS
Principal Causes of the Affordable
Housing Shortage
Local governments are just one piece of the complex scenario
that comprises the housing development process. Cities don't
build homes — the private sector does. Californias local govern-
ments must zone enough land in their General Plans to meet the
state's projected housing need; however, cities don't control local
market realities or the availability of state and federal funding
needed to support the development of affordable housing. This is
true not just in California but nationwide.
Significant barriers and disincentives constrain the production of
affordable housing. These include:
• Lack of funding and subsidies needed to support housing that
low- and moderate -income families can afford;
• Local and national economic and job market conditions; and
• Challenges for developers.
Lack of Funding and Subsidies for
Affordable Housing
In addition to private sector financing, funding and subsidies to
support the development of affordable housing come from two
primary sources: federal and state government housing programs.
Sample Funding Mixes for Affordable Multifamily Developments
19%
4%
State housing tax credits
Federal housing tax credits
Private bank loans
Federal HOME funds
Local funds
Federal Home Loan Bank
.3% Affordable Housing Program
State housing funds
Source: California Department of Housing and Community Development,
California's Housing Future: Challenges and Opportunities
State Mental Health Services
Act Housing funds
It's extremely rare for a single affordable housing program to
provide enough funding to finance an entire development, due
to the costs of development and funding constraints and criteria
that encourage developers to leverage other funds. The devel-
oper will typically apply for funding from multiple programs
and private sector lenders that have overlapping policy goals and
requirements. Private -sector lenders may also have additional
criteria. The process of applying for and securing funding from
multiple sources can add significantly to the lead time needed to
start construction.
One multifamily development can easily need five to 10 funding
sources to finance its construction. Developers generally layer
financing from state and federal tax credits, state housing
programs, local land donation and other local grants, federal
housing programs and private loans from financial institutions.
The chart "Sample Funding Mixes for Affordable Multifamily
Developments" (below, left) offers an example of funding mixes
for affordable multifamily developments.
Federal funding for affordable housing comprises a significant
portion of Californias resources to support affordable housing.
However, due to pressures to cut federal spending and reduce the
deficit, federal funding for housing has declined in recent years
despite the increase in the number of severely cost -burdened,
low-income renter households (which rose from 1.2 million in
2007 to 1.7 million in 2014). Between 2003 and 2015, Com-
munity Development Block Grant (CDBG) and HOME funds
allocated to California by the U.S. Department of Housing and
Urban Development (HUD) to produce affordable housing units
have declined by 51 percent and 66 percent respectively (see
"HUD Program Allocations to California 2003-2015" below).
Furthermore, few sources of affordable housing funding are
stable or growing from year to year despite an increasing popula-
tion and demand for housing. This funding uncertainty deters
both efforts to address housing challenges in a sustained manner
and developers' ability to build affordable housing.
The elimination of redevelopment agencies in California and the
subsequent loss of over $5 billion in funding since 2011 com-
pounded the state's affordable housing challenges. The state has
never had a significant permanent source of affordable housing
funding, and proceeds from the 2006 housing bond that helped
create and preserve affordable apartments, urban infill infrastruc-
ture and single-family homes have been expended.
Local and National Economic and fob
Market Conditions
Numerous factors contribute to local and national market condi-
tions that affect the availability of affordable housing. The eco-
nomic recovery from the Great Recession, when many middle-
income families lost their homes to foreclosures, has occurred at
different rates in communities throughout California. Areas with
high-tech industry and some coastal areas recovered more rapidly
than other regions.
HUD Program Allocations to California 2003-2015
(Adjusted for Inflation)
U) $800 $729,523,986
g $700
$600
� $500 _ --
$400 $351,175,191 �■� $356,864,263
cz $300 r
o $200 $120,549,096
$100
0
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
Community Development Block Grant -�j•. HOME
Emergency Solutions Grant Housing Opportunities for Persons with AIDS
Source: HUD Formula Program Allocations by State: 2003-2015 and California Department of Housing and
Community Development, California's Housing Future: Challenges and Opportunities
continued
Overall, the recovery has been uneven. Jobs in manufacturing
and blue-collar industries have not fully rebounded, and jobs
in the expanding service sector pay lower wages. Many house-
holds are still struggling to recover from the recession and home
foreclosure crisis, and many recent college graduates are carrying
significant debt — reducing their ability to purchase a home or
pay rent.
Mortgage underwriting standards became more stringent in the
aftermath of the foreclosure crisis, which can make it more difficult
for potential homebuyers to qualify for the needed financing.
Some of the state's major homebuilders went out of business dur-
ing the recession, leaving fewer companies to meet the demand
for housing. Production of housing fell dramatically during the
recession, which contributed significantly to a shortage of homes
across the affordability spectrum. As the chart "Annual Produc-
tion of Housing Units 2000-2015" (below) shows, housing
"starts" statewide are at about half of pre -recession levels and
fall far short of the state's projected need for 180,000 new
homes per year.
Housing values also reflect the uneven recovery happening
throughout the state. The Wall Street journal recently compared
home prices today to those of 2004. In San Jose, which is part
of Silicon Valley where tech jobs pay top wages, prices are
54 percent higher than 2004 levels, but this is not so in areas
hindered by a slower recovery from the recession. In Central
Valley cities such as Stockton and Merced, housing prices are
21 and 16 percent lower respectively.
PERMITS
240,000
220,000
200,000
180,000
160,000
140,000
120,000
100,000
80,000
60,000
40,000
20,000
0
challenges for Developers
In addition to funding challenges to develop affordable housing, other
challenges further exacerbate the obstacles to development, including:
• Identifying an adequate supply of water;
• Complying with state regulations and energy standards,
greenhouse gas reduction requirements and other
environmental conditions;
• Competing with other developers to build high-end, more
expensive housing;
• Infrastructure deficits;
• Market conditions, such as those described earlier; and
• The cost of land and construction.
Other Factors
In addition — but to a far lesser degree — factors at the local level
can also impact the development of affordable housing. In some
cities, new development requires voter approval. Community con-
cerns about growth, density and preserving the character of an area
may affect local development. Public hearings and other processing
requirements add time to the approval timeline. Project opponents
can use the environmental permitting process and litigation to limit
or stop a project. However, the process of complying with the Cali-
fornia Environmental Quality Act (CEQA) also serves to protect
communities by ensuring that important environmental issues are
identified and addressed.
Annual Production of Housing Units 2000-2015
Compared to Projected Statewide Need forAdditional Homes
1
�
�
INN
INN
Projected Housing Need 180,000 Homes Annually
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
0 SINGLE FAMILY 0 MULTIFAMILY (2+ UNITS)
Source: California Department of Housing and Community Development, California's Housing Future: Challenges and Opportunities
PART II. LEGISLATIVE RESPONSE:
UNDERSTANDING THE CHANGES TO
HOUSING AND LAND -USE LAWS
In an attempt to address some of the barriers to housing construc-
tion at the state and local level, lawmakers introduced more than
130 bills during the 2017 legislative session; many focused on con-
straining local land -use authority or eliminating local discretion.
After months of negotiations and public hearings, 15 bills made it
into the "housing package" and were signed by Gov. Brown. These
bills fall into three main categories: funding, streamlining and local
accountability. This section describes the most notable changes
made to the state housing laws and identifies items or actions a city
may want to consider in moving forward.
Funding Measures
The Legislature passed and Gov. Brown signed into law two
key funding measures. The first, SB 2 (Atkins), imposes a
new real estate recording fee to fund important affordable
housing -related activities on a permanent, ongoing basis,
effective Sept. 29, 2017. The second, SB 3 (Beall), places a
$4 billion general obligation bond to fund housing on the
November 2018 ballot and requires voter approval; if approved,
funds likely will not be available until 2019.
SB 2 (Atkins, Chapter 364, Statutes of 2017) Building Homes
and Jobs Act is projected to generate hundreds of millions of dol-
lars annually for affordable housing, supportive housing, emergency
shelters, transitional housing and other housing needs via a $75 to
$225 recording fee on specified real estate documents.
In 2018, 50 percent of the funds collected are earmarked for
local governments to update or create General Plans, Commu-
nity Plans, Specific Plans, sustainable communities strategies and
local coastal programs. Funds may also be used to conduct new
environmental analyses that improve or expedite local permitting
processes. The remaining 50 percent of the funds are allocated to
the California Department of Housing and Community Devel-
opment (HCD) to assist individuals experiencing or in danger of
experiencing homelessness.
Beginning in 2019 and for subsequent years, 70 percent of the
proceeds are allocated to local governments through the federal
CDBG formula, so that the funds may be used to address
housing needs at the local level. HCD will allocate the remaining
30 percent as follows: 5 percent for state incentive programs; 10 per-
cent for farmworker housing; and 15 percent for the California
Housing Finance Agency to create mixed -income multifamily
residential housing for lower- to moderate -income households.
In consultation with stakeholders, HCD will adopt guidelines
to implement SB 2 and determine methodologies to distribute
funding allocations.
SB 3 (Beall, Chapter 365, Statutes of 2017) Veterans and Af-
fordable Housing Bond Act of 2018 places a $4 billion general
obligation bond on the November 2018 ballot to fund affordable
housing programs and the veterans homeownership program
(Ca1Vet). If approved by voters, SB 3 would fund the following
existing programs:
• Multifamily Housing Program — $1.5 billion, administered
by HCD, to assist the new construction, rehabilitation and
preservation of permanent and transitional rental housing for
lower-income households through loans to local public enti-
ties and nonprofit and for-profit developers;
Transit -Oriented Development Implementation Program —
$150 million, administered by HCD, to provide low-interest
loans for higher -density rental housing developments close to
transit stations that include affordable units and as mortgage
assistance for homeownership. Grants are also available to
cities, counties and transit agencies for infrastructure improve-
ments necessary for the development;
• Infill Incentive Grant Program — $300 million, administered
by HCD, to promote infill housing developments by provid-
ing financial assistance for infill infrastructure that serves new
construction and rehabilitates existing infrastructure to sup-
port greater housing density;
• Joe Serna, Jr. Farmworker Housing Grant Fund —
$300 million, administered by HCD, to help finance the
new construction, rehabilitation and acquisition of owner -
occupied and rental housing units for agricultural workers;
• Local Housing Trust Fund Matching Grant Program —
$300 million, administered by HCD, to help finance afford-
able housing by providing matching grants, dollar for dollar,
to local housing trusts;
• CalHome Program — $300 million, administered by HCD,
to help low- and very low- income households become or
remain homeowners by providing grants to local public agen-
cies and nonprofit developers to assist individual first-time
homebuyers. It also provides direct loan forgiveness for devel-
opment projects that include multiple ownership units and
provides loans for property acquisition for mutual housing
and cooperative developments;
• Self -Help Housing Fund — $150 million, administered
by HCD. This program assists low- and moderate -income
families with grants to build their homes with their own
labor; and
Ca1Vet Home Loan Program — $1 billion, administered by
the California Department of Veterans Affairs, provides loans
to eligible veterans at below-market interest rates with few or
no down payment requirements.
continued
Streamlining Measures
Gov. Brown made it very clear in the FY 2017-18 annual budget
that he would not sign any housing funding bills without also
expediting and streamlining the local housing permitting pro-
cess. Lawmakers were eager to introduce measures to meet his
demand. SB 35 (Wiener), SB 540 (Roth) and AB 73 (Chiu)
take three different approaches to streamlining the housing
approval process.
SB 35 (Wiener, Chapter 366, Statutes of 2017) streamlines
multifamily housing project approvals, at the request of a
developer, in a city that fails to issue building permits for its
share of the regional housing need by income category. In a
SB 35 city, approval of a qualifying housing development on
qualifying site is a ministerial act, without CEQA review or
public hearings.
Which Cities Must Streamline HousingApprovals
Under SB 35?
Cities that meet the following criteria must approve qualifying
multifamily housing projects that are consistent with objective
planning and design review standards:
• The city fails to submit an annual housing element report for
two consecutive years prior to the date when a development
application is submitted; or
• HCD determines that the city issued fewer building permits
than the locality's share of the Regional Housing Needs
Allocation (RHNA) in each of the four income categories for
that reporting period (the first four years or last four years of
the eight-year housing element cycle).
Once eligibility has been determined, the development must be
located on a site that:
• Is within a city that includes some portion of either an
urbanized area (population 50,000 or more) or urban cluster
(population at least 2,500 and less than 50,000);
• Has at least 75 percent of the perimeter adjoining parcels that
are developed with urban uses; and
After determining that the locality is subject to streamlining,
development sites are excluded if they are located in any of the
following areas:
• Coastal zone;
• Prime farmland or farmland of statewide importance;
• Wetlands;
• Very high or high fire hazard severity zone;
• Delineated earthquake fault zone, unless the development
complies with applicable seismic protection building code
standards;
• Hazardous waste site, unless the state Department of Toxic
Substances Control has cleared the site for residential use or
residential mixed uses;
• Floodplain or floodway, unless the development has been
issued a floodplain development permit or received a no -rise
certification; and
• Lands under conservation easement.
In addition, development sites are excluded if they would demolish:
• A historic structure;
• Any housing occupied by tenants in the past 10 years; or
• Housing that is subject to rent or price control.
To be eligible for streamlining, the housing development must:
• Be on a qualifying site;
Abide by certain inclusionary requirements (10 percent
must be affordable to households earning 80 percent or less
of area median income or 50 percent must be affordable to
households earning 80 percent or less of area median income,
depending upon the city's past approval of above -moderate
income and lower-income housing, respectively); and
• Pay prevailing wages and use a "skilled and trained workforce."
MinisterialApproval
• Is zoned for residential use or residential mixed-use
If a city determines that development is in conflict with "objec-
development or has a General Plan designation that allows
tive planning standards," then it must provide written documen-
residential use or a mix of residential and nonresidential
tation within 60 days of submittal if the development contains
uses, with at least two-thirds of the square footage of the
150 or fewer housing units and within 90 days of submittal if the
development designated for residential use.
development contains more than 150 housing units.
As set forth in the measure, "objective standards" involve "no
Approvals must be completed within 90 to 180 days (depending
personal or subjective judgment by a public official and are
on the number of units in housing development), must be
uniformly verifiable by reference to an external and uniform
ministerial and not subject to CEQA.
benchmark or criterion available and knowable by both the
development applicant or proponent and the public official."
No parking requirements can be imposed on an SB 35 housing
development project if it is located:
• Within a half -mile of public transit;
• Within an architecturally and historically significant
historic district;
• In an area where on -street parking permits are required but
not offered to the occupants of the development; or
• Where there is a car -share vehicle located within one block
of the development.
One parking space per unit can be required of all other
SB 35 projects.
How Long Does theApproval Last?
The approval does not expire if the project includes public
investment in housing affordability beyond tax credits where
50 percent of units are affordable to households earning less
than 80 percent of area median income (AMI).
If the project does not include 50 percent of units affordable
to households earning less than 80 percent of AMI, approval
automatically expires in three years except for a one-year extension
if significant progress has been made in preparing the development
for construction (such as filing a building permit application).
All approvals remain valid for three years and as long as vertical
construction has begun and is in progress.
Opportunities and Considerations
Even though SB 35 makes significant changes to existing law, it
is important to consider the following:
• All proposed projects seeking streamlining must be consistent
with a jurisdiction's objective zoning standards and objective
design review standards. If these standards are outdated or in
need of revisions, there is opportunity to do so;
• If a jurisdiction does not have "objective zoning standards and
objective design review standards," it may want to create them
given that discretionary review is prohibited; and
• Funding assistance will be available in mid- to late 2019 un-
der SB 2 (Atkins, Chapter 364, Statutes of 2017) for updating
planning documents, including General Plans, Community
Plans, Specific Plans, sustainable communities strategies and
local coastal programs. HCD is currently establishing funding
guidelines.
SB 540 (Roth, Chapter 369, Statutes of 2017) streamlines the
housing approval process by allowing jurisdictions to establish
Workforce Housing Opportunity Zones (WHOZs), which focus
on workforce and affordable housing in areas close to jobs and
transit and conform to California's greenhouse gas reduction
laws. SB 540's objective is to set the stage for approval of hous-
ing developments by conducting all of the necessary planning,
environmental review and public input on the front end through
the adoption of a detailed Specific Plan. SB 540 provides the de-
velopment community with certainty that for a five-year period,
development consistent with the plan will be approved without
further CEQA review or discretionary decision-making.
How Does the Streamlining Process Work?
Jurisdictions that opt in outline an area of contiguous or
noncontiguous parcels that were identified in the locality's
housing element site inventory. All development that occurs
within the WHOZ must be consistent with the Specific Plan
for the zone and the adopted sustainable communities strategy
(SCS) or an alternative planning strategy (APS). See "About the
Sustainable Communities Strategy and Alternative Planning
Strategy" below for more information.
continued
The process for establishing a WHOZ is:
• Prepare and adopt a detailed Specific Plan and environmental
impact report (EIR);
• Identify in the Specific Plan uniformly applied mitigation
measures for traffic, water quality, natural resource protection,
etc.;
• Identify in the Specific Plan uniformly applied development
policies such as parking ordinances, grading ordinances, habi-
tat protection, public access and reduction of greenhouse gas
emissions;
• Clearly identify design review standards in the Specific Plan;
and
• Identify a source of funding for infrastructure and services.
Not more than 50 percent of a jurisdiction's RHNA may be
included in a WHOZ that accommodates 100 to 1,500 units.
The Specific Plan and EIR are valid for five years. After five
years, the jurisdiction must review the plan and EIR, including
conducting the CEQA analysis required in Public Resources
Code section 21166, in order to extend the WHOZ for five
additional years.
For a development project to receive streamlining within the
WHOZ, the project must:
• Be consistent with the SCS;
• Comply with the development standards in the Specific Plan
for the WHOZ;
• Comply with the mitigation measures in the Specific Plan for
the WHOZ:
• Be consistent with the zonewide affordability requirements
— at least 30 percent of the units affordable to moderate or
middle-income households, 15 percent of the units afford-
able to lower-income households and 5 percent of the units
affordable for very low-income households. No more than
50 percent of the units may be available to above -moderate -
income households;
• Within developments affordable to households of above -
moderate income, include 10 percent of units for lower-
income households unless local inclusionary ordinance
requires a higher percentage; and
• Pay prevailing wages.
If a developer proposes a project that complies with all of the
required elements, a jurisdiction must approve the project
without further discretionary or CEQA review unless it
identifies a physical condition that would have a specific adverse
impact on public health or safety.
AB 73 (Chiu, Chapter 371, Statutes of 2017) streamlines the
housing approval process by allowing jurisdictions to create a
housing sustainability district to complete upfront zoning and
environmental review in order to receive incentive payments for
development projects that are consistent with the ordinance.
AB 73 is similar to SB 540 in concept; however, there are several
key differences; for example, in AB 73:
• The housing sustainability district is a type of housing overlay
zone, which allows for the ministerial approval of housing
that includes 20 percent of units affordable to very low-,
low- and moderate -income households;
• The ordinance establishing the housing sustainability
district requires HCD approval and must remain in effect
for 10 years;
• A Zoning Incentive Payment (unfunded) is available if HCD
determines that approval of housing is consistent with the
ordinance; and
• Developers must pay prevailing wages and ensure the use of
a skilled and trained workforce.
Accountability Measures
The third aspect of the Legislature and the governor's housing
package pertains to bills that seek to hold jurisdictions
accountable for the lack of housing construction in their
communities. While this view fails to acknowledge the many
factors that affect housing construction and are beyond the
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control of local government, the following measures significantly
change existing law.
SB 167 (Skinner, Chapter 368, Statutes of 2017), AB 678
(Bocanegra, Chapter 373, Statutes of 2017), and AB 1515
(Daly, Chapter 378, Statutes of 2017) are three measures that
were amended late in the 2017 legislative session to incorporate
nearly all of the same changes to the Housing Accountability Act
(HAA). The HAA significantly limits the ability of a jurisdiction
to deny an affordable or market -rate housing project that is
consistent with existing planning and zoning requirements
(see "About the Housing Accountability Act" below). These
measures amend the HAA as follows:
• Modifies the definition of mixed-use development to apply
where at least two-thirds of the square footage is designated
for residential use;
• Modifies the findings requirement to deny a housing devel-
opment project to be supported by a preponderance of the
evidence, rather than by substantial evidence in the record;
• Defines "lower density' to mean "any conditions that have
the same effect or impact on the ability of the project to
provide housing;"
• Requires an applicant to be notified if the jurisdiction
considers a proposed housing development project to be
inconsistent, not in compliance, or not in conformity with
an applicable plan, program, policy, ordinance, standard,
requirement or other similar provision. The jurisdiction must
provide such notice within 30 days of the application being
determined complete for a project with 150 or fewer housing
units, and within 60 days for project with more than 150
units. If the jurisdiction fails to provide the required notice,
the project is deemed consistent, compliant and in conformity
with the applicable plan, program, policy ordinance, standard,
requirement or other similar provision: and
• Deems a housing development project "consistent, compliant
and in conformity with an applicable plan, program, policy,
ordinance, standard, requirement or other similar provision
if there is substantial evidence that would allow a reasonable
person to conclude that the housing development project is
consistent, compliant or in conformity."
SB 167, AB 678 and AB 1515 also provide new remedies for a
court to compel a jurisdiction to comply with the HAA:
If a court finds that a jurisdiction's findings are not supported
by a preponderance of the evidence, the court must issue an
order compelling compliance within 60 days. The court may
issue an order directing the jurisdiction to approve the hous-
ing development project if the court finds that the jurisdic-
tion acted in bad faith when it disapproved or conditionally
approved the housing development project;
• If a jurisdiction fails to comply with the court order within
60 days, the court must impose fines on the jurisdiction at a
minimum of $10,000 per unit in the housing development
project on the date the application was deemed complete;
• If a jurisdiction fails to carry out a court order within 60
days, the court may issue further orders including an order
to vacate the decision of the jurisdiction and to approve the
housing development project as proposed by the applicant at
the time the jurisdiction took the action determined to violate
the HAA along with any standard conditions; and
If the court finds that a jurisdiction acted in bad faith when
it disapproved or conditionally approved a housing project
and failed to carry out the court's order or judgment within
60 days, the court must multiply the $10,000 per-unit fine
by a factor of five. "Bad faith includes but is not limited to an
action that is frivolous or otherwise entirely without merit."
continued
Other Measures of Importance
In addition to the notable bills described here, Gov. Brown
signed several other measures that provide new inclusionary
powers to local governments, require additional General Plan
reporting, increase housing element requirements and expand
HCD's ability to review actions taken at the local level.
AB 1505 (Bloom, Chapter 376, Statutes of 2017) allows
a jurisdiction to adopt an ordinance that requires a housing
development to include a certain percentage of residential rental
units affordable to and occupied by households with incomes
that do not exceed limits for households with extremely low,
very low, low or moderate income (see "AB 1505 Offers Solution
to Palmer Decision" below). Such an ordinance must provide
alternative means of compliance such as in -lieu fees,
off-site construction, etc.
HCD may review any inclusionary rental housing ordinance
adopted after Sept. 15, 2017, as follows:
• If the ordinance requires more than 15 percent to be occu-
pied by households earning 80 percent or less of area median
income and the jurisdiction failed to either meet at least 75
percent of its share of its above -moderate income RHNA
(prorated based on the length of time within the planning
period) or submit a General Plan annual report;
• HCD may request an economic feasibility study with
evidence that such an ordinance does not unduly constrain
the production of housing; and
• Within 90 days of submission of the economic feasibility
study, HCD must decide whether the study meets the sec-
tion's requirements. If not, the city must limit the ordinance
to 15 percent low-income.
AB 879 (Grayson, Chapter 374, Statutes of 2017) expands
upon existing law that requires, by April 1 of each year, general
law cities to send an annual report to their respective city coun-
cils, the state Office of Planning and Research (OPR) and HCD
that includes information related to the implementation of the
General Plan, including:
• The city's progress in meeting its share of RHNA;
• The city's progress in removing governmental constraints to
the maintenance, improvement and development of housing;
and
• Actions taken by the city toward completion of the programs
identified in its housing element and the status of the city's
compliance with the deadlines in its housing element.
Under AB 879, all cities including charter cities must submit an
annual report containing the above information. In addition,
cities must also provide the following new information in the
annual report:
• The number of housing development applications received
in the prior year;
• The number of units included in all development applications
in the prior year;
• The number of units approved and disapproved in the
prior year;
• A listing of sites rezoned to accommodate that portion of the
city's RHNA for each income level that could not be accom-
modated in its housing element inventory and any additional
sites identified under the "no net loss" provisions;
• The net number of new units of housing that have been issued
a "completed entitlement," building permit or certificate of
occupancy thus far in the housing element cycle (identified by
the Assessor's Parcel Number) and the income category that
each unit of housing satisfied (distinguishing between rental
and for -sale units);
• The number of applications submitted under the new process-
ing provided for by Section 65913.4 (enacted by SB 35), the
location and number of developments approved pursuant to
this new process, the total number of building permits issued
pursuant to this new process and total number of units con-
structed pursuant to this new process; and
• The number of units approved within a Workforce Housing
Opportunity Zone.
AB 879 also requires cities to include additional information
when they submit their housing element to HCD, including:
• An analysis of governmental constraints that must include
local ordinances that "directly impact the cost and supply of
residential development"; and
• An analysis of nongovernmental constraints that must include
requests to develop housing at densities below those anticipat-
ed in site inventory and the length of time between receiving
approval for housing development and submittal of an ap-
plication for building permit. The analysis must also include
policies to remove nongovernmental constraints.
AB 1397 (Low, Chapter 375, Statutes of 2017) makes
numerous changes to how a jurisdiction establishes its housing
element site inventory. These changes include the following:
• Sites must be "available" for residential development and have
"realistic and demonstrated" potential for redevelopment;
• Parcels must have sufficient water, sewer and dry utilities or
part of a mandatory program to provide such utilities;
• Places restrictions on using nonvacant sites as part of the
housing element inventory;
• Places limitations on continuing identification of nonvacant
sites and certain vacant sites that have not been approved for
housing development; and
• Stipulates that lower-income sites must be between one-half
acre and 10 acres in size unless evidence is provided that a
smaller or larger site is adequate.
AB 72 (Santiago, Chapter 370, Statutes of 2017) provides
HCD new broad authority to find a jurisdiction's housing
element out of substantial compliance if it determines that the
jurisdiction fails to act in compliance with its housing element
and allows HCD to refer violations of law to the attorney
general. Specifically, AB 72:
• Requires HCD to review any action or failure to act by a jurisdic-
tion that it determines is "inconsistent" with an adopted housing
element or Section 65583, including any failure to implement
any program actions included in the housing element;
Requires HCD to issue written findings to the city as to
whether the jurisdiction's action or failure to act complies
with the jurisdiction's housing element or Section 65583 and
provides no more than 30 days for the jurisdiction to respond
to such findings. If HCD finds that the jurisdiction does not
comply, then HCD can revoke its findings of compliance
until the jurisdiction comes into compliance; and
• Provides that HCD may notify the attorney general that the
jurisdiction is in violation of the Housing Accountability Act,
Sections 65863, 65915 and 65008.
I
continued
Looking Ahead
While it may appear that Gov. Brown and the Legislature made
great progress in addressing the housing supply and affordability
crisis gripping many regions of the state, the reality is somewhat
more mixed. The passage of the 2017 housing package does not
signal the end of the policy discussion. Aside from various incen-
tive and funding measures, a portion of the housing package
responded to a theme, championed by several advocacy groups
and academics, that the local planning and approval process is
the major cause of the state currently producing 100,000 units
fewer annually than pre -recession levels. From a local govern-
ment perspective, that assertion is incomplete and inaccurate.
Going forward, it is time to dig deeper.
The legislative focus in 2017 lacked an exploration of other eco-
nomic factors affecting the housing market. The foreclosure crisis
resulted in displaced homeowners with damaged credit, wide-
spread investor conversions of foreclosed single-family units into
rentals and increasingly stringent lending criteria. Demographic
factors may also affect demand as baby boomers with limited
retirement savings and increased health-care costs approach re-
tirement age. Younger residents, saddled with student debt, face
challenges saving for down payments. Manufacturing and other
higher -wage jobs are stagnating and being replaced via automa-
tion and conversion to a lower -wage service economy. Fewer
skilled construction workers are available after many switched
occupations during the recession.
Also missing in 2017 was a deeper examination of how other
state policies intended to address legitimate issues affect land
availability and the cost of housing. These include laws and
policies aimed at limiting sprawl and protecting agricultural,
coastal and open -space land from development; and building
codes, energy standards, disabled access, wage requirements and
other issues.
The funding for affordable housing approved during the 2017
session was certainly welcome — yet given the demand, it falls
far short of the resources needed. It is unlikely, however, that
cities can expect additional state funding for housing — other
than the housing bond on the November ballot — from the
Legislature in 2018.
Although many changes were made to the planning and
approval process in 2017, local governments are still waiting
for the market to fully recover and developers to step forward
and propose housing projects at the levels observed prior to the
recession. In 2018, a fuller examination by the Legislature is
needed to explore the reasons why developers are not proposing
projects at the pre -recession levels. Local governments cannot
approve housing that is not proposed.
To make continued progress on housing in 2018, legislators should
also consider creating more tools for local governments to fund
infrastructure and affordable housing. Some legislators have begun
discussing the need to restore a more robust redevelopment and
affordable housing tool for local agencies, and that is encouraging.
Reducing the local vote thresholds for infrastructure and affordable
housing investments would also be helpful.
For more information, visit www.cacities.org/housing or contact
Jason Rhine, legislative representative; phone: (916) 658-8264;
email: jrhine@cacities.org. ■
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