city of yorba linda 2008-2014 housing element draft
Transcription
city of yorba linda 2008-2014 housing element draft
CI T Y O F Y O R B A L I ND A 20 0 8 -20 14 H O U S I N G E L E M E N T D RA FT MAY 2 009 CITY OF YORBA LINDA 2008-2014 HOUSING ELEMENT DRAFT May 2009 CITY OF YORBA LINDA COMMUNITY DEVELOPMENT DEPARTMENT 4845 CASA LOMA AVENUE YORBA LINDA, CA 92885 TABLE OF CONTENTS SECTION PAGE I. Introduction A. Role and Organization of Housing Element ....................................................I-1 B. Sources of Information..........................................................................................I-2 C. Public Participation ................................................................................................I-3 D. Relationship to Other General Plan Elements .................................................I-5 II. Housing Needs Assessment A. Demographic Profile............................................................................................ II-1 B. Household Profile................................................................................................. II-8 C. Housing Stock Characteristics......................................................................... II-21 D. Regional Housing Needs .................................................................................. II-36 III. Housing Constraints A. Governmental Constraints ................................................................................ III-1 B. Market Constraints............................................................................................III-18 C. Environmental and Infrastructure Constraints.............................................III-20 IV. Housing Resources A. Availability of Sites for Housing .......................................................................IV-1 B. Financial Resources ........................................................................................ IV-12 C. Administrative Resources ............................................................................... IV-17 D. Opportunities for Energy Conservation ...................................................... IV-18 V. Housing Plan A. Evaluation of Housing Element Accomplishments ....................................... V-1 B. Goals and Policies ..............................................................................................V-12 C. Housing Programs..............................................................................................V-15 Appendices A. B. Public Outreach Residential Sites Inventory ii LIST OF TABLES SECTION PAGE Housing Needs Assessment II-1 Regional Population Growth Trends............................................................................. II-2 II-2 Age Distribution................................................................................................................. II-4 II-3 Racial and Ethnic Composition ...................................................................................... II-5 II-4 Occupation of Residents ................................................................................................. II-6 II-5 Household Characteristics............................................................................................... II-8 II-6 State Income Categories.................................................................................................. II-9 II-7 Household Income Levels ............................................................................................. II-10 II-8 Income by Owner/Renter Tenure ............................................................................... II-10 II-9 Income Level by Household Type .............................................................................. II-11 II-10 Special Needs Populations ........................................................................................... II-12 II-11 Inventory of Homeless Services and Facilities, North Orange County .............. II-20 II-12 Regional Housing Growth Trends ............................................................................... II-21 II-13 Housing Type ................................................................................................................... II-22 II-14 Housing Tenure ............................................................................................................... II-23 II-15 Age of Housing Stock..................................................................................................... II-26 II-16 Survey of Vacant Rental Units, February 2009......................................................... II-28 II-17 Survey of Rooms for Rent, February 2009 ............................................................... II-28 II-18 Orange County Home and Condo Sales, January 2009........................................ II-30 II-19 Yorba Linda Home and Condo Sales Prices, July 2008 - January 2009.............. II-31 II-20 Maximum Affordable Housing Cost, Orange County ............................................ II-33 II-21 Maximum Affordable Rents .......................................................................................... II-34 II-22 Assisted Housing Inventory........................................................................................... II-35 II-23 Housing Overpayment................................................................................................... II-36 II-24 Severe Housing Overpayment by Type and Tenure............................................... II-37 II-25 Overcrowded Households............................................................................................ II-39 II-26 Regional Housing Needs Assessment ........................................................................ II-41 Housing Constraints III-1 Residential Development Standards ............................................................................ III-2 III-2 Housing Types by Residential Zone Category .......................................................... III-7 III-3 Residential Development Fees ....................................................................................III-14 III-4 Development Fees: Low Density Residential Development ................................III-15 III-5 Residential Development Fees: Prototypical Condo Project ..............................III-15 III-6 Development Processing Times in Yorba Linda and Environs .............................III-17 III-7 Status of Home Purchase Loans (2006) – Yorba Linda and Orange County...III-18 Housing Resources IV-1 Sites for Rezoning at 10-30 Units Per Acre ...............................................................IV-3 IV-2 Summary of Yorba Linda Development Potential Compared to RHNA .......... IV-11 IV-3 Financial Resources Available for Housing Activities ........................................... IV-13 iii Housing Plan V-1 2000-2005 Housing Element Program Accomplishments ....................................... V-2 V-2 Summary of Quantified Objectives for 2000-2005 Housing Element ................V-10 V-3 Housing Program Summary 2008-2014.....................................................................V-27 V-4 Summary of Quantified Objectives 2008-2014 .......................................................V-30 LIST OF FIGURES PAGE FIGURE 1 2 3 4 5 6 7 2000 Census Block Groups ............................................................................................ II-3 Family Households with Children................................................................................ II-15 Senior Households .......................................................................................................... II-16 Renter-Households.......................................................................................................... II-24 Single-Family Rentals....................................................................................................... II-25 Renter Overpayment...................................................................................................... II-38 Potential Multi-family Sites .............................................................................................IV-7 iv I. A. INTRODUCTION ROLE AND ORGANIZATION OF THE HOUSING ELEMENT State law recognizes the vital role local governments play in the availability, adequacy and affordability of housing. Every jurisdiction in California is required to adopt a longrange General Plan to guide its physical development; the Housing Element is one of the seven mandated elements of the General Plan. Housing Element law mandates that local governments adequately plan to meet the existing and projected housing needs of all economic segments of the community. The law recognizes that in order for the private market to adequately address housing needs and demand, local governments must adopt land use plans and regulatory systems that provide opportunities for, and do not unduly constrain housing production. Housing element statutes also require the State Department of Housing and Community Development (HCD) to review local housing elements for compliance with State law and to report their findings to the local government. California’s Housing Element law requires that each city and county develop local housing programs to meet its “fair share” of existing and future housing needs for all income groups. The Southern California Association of Governments (SCAG) is responsible for developing and assigning these regional needs, or “RHNA”, to southern California jurisdictions. Pursuant to the RHNA planning period, the Yorba Linda Housing Element is a six-year plan extending from 2008-2014. Yorba Linda’s Housing Element identifies strategies and programs that focus on: 1) Preserving and improving housing and neighborhoods; 2) Providing adequate housing sites; 3) Assisting in the provision of affordable housing; 4) Removing governmental and other constraints to housing investment; and 5) Promoting fair and equal housing opportunities. The City’s Housing Element consists of the following major components: An analysis of the City’s demographic, household and housing characteristics and related housing needs (Section II); A review of potential market, governmental, and infrastructure constraints to meeting Yorba Linda’s identified housing needs (Section III); An evaluation of residential sites, financial and administrative resources available to address the City’s housing goals (Section IV); 2008-2014 HOUSING ELEMENT I-1 INTRODUCTION The Housing Plan for addressing the City's identified housing needs, constraints and resources; including housing goals, policies and programs (Section V). B. SOURCES OF INFORMATION In preparing the Housing Element, various sources of information are consulted. The 2000 Census provides the basis for population and household characteristics. Although dated, the Census remains the most comprehensive and widely accepted source of information on demographic characteristics, and provides consistency with other regional, State and federal housing plans. Several data sources are used to supplement and provide reliable updates of the 2000 Census, including: Population and housing count data is updated by the State Department of Finance; SCAG’s 2003-2035 Regional Integrated Forecast provides population, housing and employment projections; Household income data by type of household (e.g. seniors, large families, etc) is derived from the Comprehensive Housing Affordability Strategy (CHAS) prepared by HUD; Housing market information, such as home sales and rents, is updated through newspaper and internet rent surveys, DataQuick sales transactions, and regional market data reports; SCAG’s 2008-2014 Regional Housing Needs Assessment (RHNA) provides information on existing and projected housing needs; Lending patterns for home purchase and home improvement loans are provided through the Home Mortgage Disclosure Act (HMDA) database; Information on Yorba Linda’s development standards is derived from the City’s Zoning Ordinance; and Information on planned expenditures of City/Agency Housing Funds is derived from the Redevelopment Agency’s 2007 Implementation Plan. 2008-2014 HOUSING ELEMENT I-2 INTRODUCTION C. PUBLIC PARTICIPATION Section 6553(c)(6)(B) of the Government Code states that, “The local government shall make diligent effort to achieve public participation of all economic segments of the community in the development of the housing element, and the program shall describe this effort.” Opportunities for community stakeholders to provide input on housing issues and recommend strategies are critical to the development of appropriate and effective programs to address the City’s housing needs. Yorba Linda solicits input from the public throughout the housing element process: during development of the draft element; during public review of the draft element; and during the adoption process. The City sought public input early during development of the draft element through a Community Workshop on June 21, 2008. The Workshop was advertised widely throughout the community with notices provided to various stakeholder groups, including: for-profit and non-profit developers active in the City; advocacy groups representing lower income populations; business organizations; realtors; and adjacent jurisdictions. Approximately twenty people attended the Community Workshop. A copy of the meeting notification; distribution list; and sign-in sheet is included in Appendix A of the Element. At the workshop the attending public was provided with a comment card requesting responses to three questions: • What do you see as the greatest strengths of Yorba Linda’s housing and neighborhoods? • What are the community’s most important housing needs? • What options would you like the City to pursue to address its housing needs within the housing element? • Additional comments for the housing element. Three comment cards were received following the meeting. These comments are summarized along with the comments and issues brought forward during the question and answer portion of the community meeting. Comments and questions included: • The benefit of having an approved housing element; • Use of the Redevelopment housing set-aside funds, and inclusionary requirements in the Redevelopment Project Area; • The effect of Prop 99 on the Housing Element; • Concerns about increased density and its affect on crime statistics; • Need for affordable rental housing around the Civic Center/Old Towne; • Questions about infrastructure, and available water flow in hillside areas; • Need for more education about low income housing and who qualifies; and • General discussion about the sites proposed for rezoning to 10 units per acre. During the discussion period, there were no comments received about removing any of the potential rezoning sites from consideration. There was recognition that the City’s 2008-2014 HOUSING ELEMENT I-3 INTRODUCTION Right-to-Vote Amendment (Measure B) restricts the ability to rezone to a density higher than 10 units per acre. Each of the issues raised at the Community Workshop and on the comment cards has been addressed within the Housing Element’s policies and programs. For example, the Housing Element provides a summary of the redevelopment housing set-aside funds and the intended uses during the housing element planning period. The staff researched the question about water flow and other infrastructure availability and found that there may be a problem with water pressure (not availability) in a particular subdivision, but that infrastructure to accommodate new housing development is available within the City. In addition to soliciting public input through the community workshop and resident surveys, the City conducted the following public meetings and hearings related to the preparation of the draft Housing Element: City Council Workshop - May 21, 2008; Planning Commission meeting on the draft Element - July 23, 2008; City Council meeting on the draft Element - August 5, 2008; Community meeting with property owners - November 20, 2008; City Council Study session - January 13, 2009; Planning Commission meeting - February 25, 2009; City Council meeting - March 17, 2009; City Council meeting - April 21, 2009 Notification of the public meetings was provided in the local newspaper and posted at City Hall and on the website at least 10 days in advance of the meeting. In addition, direct notification was provided to individuals and organizations on the City’s list of parties that have standing requests for notification of public hearings. The City also provided direct notification to local stakeholders including: for-profit and non-profit developers active in the City; advocacy groups representing lower income populations; and local business organizations. A copy of the meeting notification and distribution list is included in Appendix A of the Element. Public comments focused primarily on the identification of appropriate locations for multi-family zoning, while respecting the community’s desire to maintain Yorba Linda’s semi-rural character. An early draft of the Housing Element (July 2008) identified multifamily sites for designation at 10 units per acre, the highest zoning density currently permitted in Yorba Linda. However, at that density these sites did not fully address the City’s lower income housing needs, even with significant financial assistance from the City’s redevelopment funds. In addition, such modest multi-family densities necessitated designation of over 75 acres at 10 units per acre to address Yorba Linda’s regional housing needs, as well as requiring a vote of the electorate (“Measure B vote”) for rezoning on seven of the sites. Therefore, at their August 5, 2008 meeting, the City Council directed staff to relook at the multi-family sites inventory; propose a mix of densities; achieve greater geographic disbursement of multi-family sites; reduce the acreage, particularly of viable commercial property; and consult with potentially affected property owners in a separate stakeholders meeting. In October 2008, staff 2008-2014 HOUSING ELEMENT I-4 INTRODUCTION also met with State Housing and Community Development staff to discuss the unique situation in Yorba Linda presented by Measure B which requires voter approval of residential development with densities higher than 10 units per acre. The current Housing Element draft reflects the public and decision-maker input received from these meetings, culminating in a proposed multi-family sites inventory consisting of 13 sites encompassing 48 acres, with densities ranging from 10 to 30 units per acre. Property owners of proposed sites had an opportunity to participate extensively in the process, for which a number of concerns and issues related to densities were addressed. Many of the original sites identified were removed as a result of the public discussion, however, additional public meetings provided the opportunity for alternative sites to be considered. The proposed multi-family sites inventory now fully addresses Yorba Linda’s regional housing needs for all income levels. Upon completion of the draft Housing Element, the City circulates a Notice of Availability to a variety of interested organizations. The Notice defines a 60 day review and comment period, and identifies locations for review of the draft document, including the local public library, the Community Center, and City Hall. In addition, the draft Housing Element is placed on the City’s website at www.ci.yorba-linda.ca.us. The draft is also sent to the State Department of Housing and Community Development (HCD) for review and comment. Public hearings are held on the Housing Element before both the Planning Commission and City Council. Notification is published in the local newspaper in advance of each hearing; posted at City Hall, the public library and the Community Center; placed on the City’s website; and direct notices are mailed to interested groups and individuals. City Council meetings are videotaped, televised for several days, and placed on the City’s website for on-going accessibility. This provides greater access to individuals unable to attend in person. D. RELATIONSHIP TO OTHER GENERAL PLAN ELEMENTS The Yorba Linda General Plan is comprised of the following eight elements: Land Use; Circulation; Recreation and Resource; Historic Resources; Noise; Safety; Growth Management; and Housing. As part of the update of the Housing Element, the other Elements of the General Plan were reviewed to ensure consistency with the policies set forth in those elements. The City will ensure consistency between the Housing Element and the other General Plan elements so that policies introduced in one element are consistent with other elements. The City is planning to update its General Plan by 2012. During the revision, the Housing Element will be reviewed and modified, if necessary, to ensure continued consistency between elements. 2008-2014 HOUSING ELEMENT I-5 INTRODUCTION II. HOUSING NEEDS ASSESSMENT This section of the Housing Element discusses the characteristics of the City’s population and housing stock as a means of better understanding the nature and extent of unmet housing needs. The Housing Needs Assessment is comprised of the following components: A) Demographic Profile; B) Household Profile; C) Housing Stock Characteristics; and D) Regional Housing Needs. A variety of housing needs maps are presented based on census tract data; Figure 1 depicts the 2000 census tract and block group boundaries for Yorba Linda. A. DEMOGRAPHIC PROFILE Demographic changes such as population growth or changes in age can affect the type and amount of housing that is needed in a community. This section addresses population, age, and race and ethnicity of Yorba Linda residents. 1. Population Growth and Trends Table II-1 presents population growth trends in Yorba Linda from 1980-2008, and compares this growth to neighboring jurisdictions and the entire County of Orange. Orange County experienced a high level of growth both during the 1980s (25%) and 1990s (18%). Yorba Linda experienced dramatic growth in the 1980s (86%) but was more similar to other neighboring cities in the 1990s (12%). Yorba Linda’s growth between 2000-2008 increased (16%), and was again higher than the County and neighboring communities. The State Department of Finance estimates Yorba Linda’s 2008 population at 68,312. According to Orange County Projections (OCP) 2006, the City’s population is expected to grow to 70,513 by 2015, a 3.2 percent increase over the 2005-2015 period. OCP Projections show a slowing in growth after this time, with a 2.6 percent increase in population between 2015-2025, and a 1.6 percent growth between 2025-2035. These patterns of growth are consistent with Countywide projections which identify nearly 60 percent of the 2005-2035 population increase in Orange County to occur within the 2005-2015 period. 2008-2014 HOUSING ELEMENT II-1 HOUSING NEEDS ASSESSMENT Table II-1 Regional Population Growth Trends 1980 – 2008 Percent Change Jurisdiction Anaheim Brea Fullerton Placentia Yorba Linda Total Orange County 1980 1990 2000 2008 219,311 27,910 102,235 35,037 28,251 266,406 32,873 114,144 41,259 52,422 328,014 35,410 126,003 46,488 58,918 1,932,709 2,410,556 2,846,289 346,823 40,081 137,437 51,727 68,312 19801990 22% 18% 12% 18% 86% 19902000 23% 8% 10% 13% 12% 20002008 6% 13% 9% 11% 16% 3,121,251 25% 18% 10% Source: U.S. Census 1980, 1990, and 2000. Dept of Finance 2008 Population and Housing Estimates. Percent Change 1980-1990 1990-2000 2000-2008 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% Anaheim Brea Fullerton Placentia Yorba Linda County of Orange Jurisdictions 2008-2014 HOUSING ELEMENT II-2 HOUSING NEEDS ASSESSMENT BREA yon n Can o Carb City of Yorba Linda CENSUS 2000 BLOCK GROUPS Telegraph Cyn SA Bastanchury 218091 218231 evi Lak 218024 218163 Buena Vista East Lake l 218162 nt de ino 218281 218304 eir 218282 219241 n Cy t la P 218262 Cyn a 218261 Gypsum Cyn a An r ive Santa Ana 218283 218273 mon R on view irm Fa Lake ANAHEIM t 91 218271 alm nta # Æ N O RA CO N GE UN TY ya 218303 W 218293 Sa la Palma DI O Br 218301 218302 218171 218124 Anaheim Lake Warner Basin as Fair 218161 PLACENTIA AR F 218272 inda ria 218121 218252 Palom pe 218201 O m e Las d Paseo Im Rose 218202 RN Ca 218292 218291 218162 BE TY 218251 Yorba L 218102 ew 218163 218022 da a Lin Yorb Yorba Linda 218103 218241 ills 218021 218101 218101 Green Crest Hidden H 21802 3 N 218242 218025 218223 218093 Cen 218232 Yorba Ranch Prospect l Fa N U ter 218222 eria 218092 218221 Vill age Imp CO nt irmo # Æ 91 Imperial 117171 218151 117181 Valencia Figure 1. 218291 CENSUS 2000 BLOCK GROUP # Æ 241 na Cyn Santa A ORANGE Walnut Cyn Reservoir DIVERSA CONSULTING 052808 2. Age Characteristics Table II-2 displays the age distribution of the City’s population in 1990 and 2000, and compares this with Orange County as a whole. As displayed in the table, 29 percent of Yorba Linda’s population is comprised of children under the age of 18, which is comparable to the Countywide population. However, Yorba Linda has a slightly higher percentage of school-age children and a lower percentage of preschool children than the County. A comparison of the 1990 and 2000 Census shows a slight increase in the proportion of children (from 21% to 23%). The Placentia Yorba Linda School District indicated that enrollment in Yorba Linda elementary school increased slightly from 4,202 students in 2006 to 4,245 students in 2007. Though a very small increase, this is different from the trend in three-quarters of the Orange County school districts, reporting declining enrollment in 2007. The biggest change in Yorba Linda’s age profile is a shift from a younger population to a more mature population. This aging trend is borne out by an increase in the median age from 32.5 years in 1990 to 37.4 years in 2000, which is higher than the County’s median age of 33.3 years. The City experienced declines in its college age (18-24 years) and young adult (25-44 years) populations over the decade, while experiencing growth in the middle adult (45-64 years) and senior (65+ years) populations. The senior population increased from 5 to 8 percent (about 1,900 people). The majority (85%) of senior households are homeowners, indicating that this population has aged in place. Factors contributing to this shift in the City’s age structure include an aging in place of young adults into middle age, and a corresponding aging of the middle age population into senior citizens, and the limited number of new young adults and families moving into the community due in part to high housing costs, low vacancy rates and the builtout nature of the City. Table II-2 Age Distribution 1990 – 2000 1990 Age Group Preschool (<5 yrs) School Age (5-17 yrs) College Age (18-24 yrs) Young Adults (25-44 yrs) Middle Age (45-64 yrs) Seniors (65+ years) TOTAL MEDIAN AGE Persons 2000 Percent 4,433 8% 11,178 21% 4,553 9% 19,601 37% 10,038 19% 2,619 5% 52,422 100% 32.5 years Persons Percent 3,507 6% 13,756 23% 4,273 7% 16,757 28% 16,099 27% 4,526 8% 58,918 100% 37.4 years Orange Co. % 8% 19% 9% 33% 21% 10% 100% 33.3 years Source: U.S. Census 1990 and 2000. 2008-2014 HOUSING ELEMENT II-4 HOUSING NEEDS ASSESSMENT 3. Race and Ethnicity Table II-3 displays the racial/ethnic composition of Yorba Linda’s population in 1990 and 2000, and compares this with the Countywide distribution. White residents represent the majority racial group in the City, although this segment of the population has decreased, from 79 percent in 1990 to 75 percent in 2000. The City’s Asian/Pacific Islander and Hispanic populations has each grown by one percent. The African American population continues at about one percent and the “Other Races increased from less than one percent to three percent over the decade. Compared to the County, Yorba Linda has a much higher percentage of White and significantly lower percentage of Hispanic populations. The remaining racial and ethnic populations are similar in percentage to the County. Table II-3 Racial and Ethnic Composition 1990 – 2000 1990 Racial/Ethnic Group White Asian/Pacific Islander Hispanic African American Other Race American Indian TOTAL Persons 41,512 5,200 4,948 551 164 47 52,422 2000 Percent 79% 10% 9% 1% <1% <1% 100% Persons 44,071 6,552 6,044 638 139 1,474 58,918 Percent 75% 11% 10% 1% <1% 3% 100% Orange Co. % 51% 14% 31% 1% <1% 2% 100% Source: U.S. Census 1990 and 2000. 4. Employment Evaluation of the types of jobs held by community residents provides insight into potential earning power and the segment of the housing market into which they fall. Information on how a community’s employment base is growing and changing can help identify potential housing demand changes in the future. The State Employment Development Department estimates that as of August 2007, 36,500 Yorba Linda residents are in the labor force, with 2.7 percent unemployment, compared to a Countywide unemployment rate of 4.2 percent. Table II-4 presents the occupation of Yorba Linda residents as of the 2000 Census. Residents employed in Management, Professional and related occupations (50%) accounted for the largest share of employed residents, followed by those employed in Sales and Office occupations (31%). Together, these two categories accounted for 81 percent of resident employment. Of the City’s employed residents, 50 percent commute more than 30 minutes to work, indicating an even number of residents hold 2008-2014 HOUSING ELEMENT II-5 HOUSING NEEDS ASSESSMENT jobs within Yorba Linda or in immediately adjacent communities as commute greater distances to work. Table II-4 Occupation of Residents 2000 Occupation Persons Management, professional, and related occupations Sales and office occupations Service Occupations Production, transportation, and material moving occupations Construction, extraction, and maintenance occupations Farming, Forestry & Fishing TOTAL Percent 15,050 9,219 2,414 50% 31% 8% 1,793 6% 1,631 26 30,133 5% <1% 100% Source: U.S. Census 2000 Orange County Projections (OCP) 20051 documents Yorba Linda employment at 16,703 jobs. Since 1990, the Savi Ranch Retail Center was completed, providing new jobs at a new Costco, Home Depot and a mix of other retail stores, various restaurants, and a hotel. Employment is projected to grow to 17,677 by 2015, reflecting a 6 percent increase during 2005-2015, which would be less than half of the 14 percent increase projected Countywide. Employment is estimated to be 17,888 jobs by 2035, a very small increase. In June 2007, the Orange County Business Council published the results of its first Workforce Housing Scorecard. This report provides a comprehensive evaluation of the current and future state of Orange County’s housing supply and demand, and its impact on the business community. Based on the following criteria, the scorecard rates each jurisdiction’s record over the 1991-2005 and 2005-2030 periods in addressing workforce housing needs: Number of jobs, rewarding cities that promote job growth Housing unit density Housing growth, rewarding cities that promote housing growth Jobs/housing balance Of the 34 cities in Orange County, Yorba Linda ranked 14th in the cumulative scorecard for the years 1991-2005 and the upcoming years 2005-2030 related to generating both new jobs and the supply of homes necessary to house these new workers. With the projected remaining development potential, Yorba Linda is expected to continue a 1 OCP-2005 employment forecasts are consistent with SCAG’s Regional Transportation Plan and the State Employment Development Department 2008-2014 HOUSING ELEMENT II-6 HOUSING NEEDS ASSESSMENT jobs/housing balance of 0.78 jobs per housing unit, demonstrating the small employment base in the City. Savi Ranch Center 2008-2014 HOUSING ELEMENT II-7 HOUSING NEEDS ASSESSMENT B. HOUSEHOLD PROFILE Household type and size, income levels, and the presence of special needs populations all affect the type of housing needed by residents. This section details the various household characteristics affecting housing needs in Yorba Linda. 1. Household Type A household is defined as all persons living in a housing unit. Families are a subset of households, and include persons living together related by blood, marriage, or adoption. A single person living alone is also a household. “Other” households are unrelated people residing in the same dwelling unit. Group quarters, such as dormitories or convalescent homes are not considered households. The 2000 Census documents 19,252 households in Yorba Linda, with an average household size of 3.05 persons and average family size of 3.35 persons (refer to Table II-5). This represents a minimal decrease in household size (3.12) from 1990, and is similar to the Orange County average household size of 3.0. Families comprise the overwhelming majority of households in Yorba Linda (84%), with slightly more families with children (45%) than families without children (39%). During the 1990s, the proportion of families with children declined by two percent. The proportion and number of single-person households grew by approximately 600 households (from 15 to 18 percent of the total households) while other non-family households (unrelated roommates) declined over the decade. Nearly 80 percent of the City’s household growth between 1990-2000 was due to increases in single-person households and married couples without children. Table II-5 Household Characteristics 1990 - 2000 Household Type Families With children Without children Singles Other non-families Total Households Average Household Size Average Family Size 1990 Households Percent 14,214 8,338 5,876 1,812 748 16,774 3.12 3.37 85% 50% 35% 11% 4% 100% 2000 Households Percent 16,096 8,619 7,477 2,387 769 19,252 3.05 3.35 84% 45% 39% 12% 4% 100% Percent Change 13% 3% 27% 32% 3% 15% -2% -1% Source: U.S. Census 1990 and 2000. 2008-2014 HOUSING ELEMENT II-8 HOUSING NEEDS ASSESSMENT 2. Household Income Household income is one of the most important factors affecting housing opportunity and determining a household’s ability to balance housing costs with other basic necessities of life. Income Definitions The State and Federal government classify household income into several groupings based upon the relationship to the County area median income (AMI), adjusted for household size. The State of California utilizes the income groups presented in Table II6. However, Federal housing programs utilize slightly different income groupings and definitions, with the highest income category generally ending at >95% AMI. For purposes of the Housing Element, the State income definitions are used throughout, with the exception of data compiled by the Federal Department of Housing and Urban Development (HUD) which is specifically noted. Table II-6 State Income Categories % County Adjusted Median Income (AMI) 0-30% AMI 0-50% AMI 51-80% AMI 81-120% AMI 120%+ AMI Income Category Extremely Low Very Low Low Moderate Above Moderate Source: Section 50093 of the California Health and Safety Code Income Characteristics Between 1990 and 2000, the median household income in Yorba Linda grew from $67,892 to $89,593, an increase of 32 percent. While the median income level in Yorba Linda remains above that of Orange County ($58,820), the City has seen an increase in the number and proportion of lower income (<80% AMI) households, and a percentage decrease in households earning moderate incomes and above. As illustrated in Table II-7, during the 1990s the City experienced growth in the number of households at all income levels with extremely low (+44%), very low (+42%) and low (+114%) income households increasing the most, while evidencing a very modest increase in its moderate and above (+5%) populations. 2008-2014 HOUSING ELEMENT II-9 HOUSING NEEDS ASSESSMENT Table II-7 Household Income Levels 1990-2000 Households % Households % Percent Change Extremely Low Income <30% AMI 576 3% 832 4% 44% Very Low Income (31-50% AMI) 599 4% 848 4% 42% Low Income (51-80% AMI) 807 5% 1,726 9% 114% Moderate Income & Above (>81% AMI) 14,933 88% 15,737 82% 5% TOTAL 16,915 100% 19,143 100% 13% 1990 Income Level 2000 Source: http:socds.huduser.org/chas/reports Income by Household Type and Tenure Table II-8 shows the income level of Yorba Linda residents by household tenure. A significantly higher percentage of renter households (39%) were lower income (<80% AMI) compared to residents who owned their homes (17%), though the number of lower income renters (1,160) is less than the number of lower income owners (2,246). The median income of Yorba Linda’s renter households in 1999 was $52,194, compared to $89,013 for homeowners. Table II-8 Income by Owner/Renter Tenure 2000 Households % Households % TOTAL % Extremely Low Income (<30% AMI) 277 9% 555 3% 4% Very Low Income (31-50% AMI) 296 10% 552 3% 4% Low Income (51-80% AMI) 587 20% 1,139 7% 9% Moderate Income & Above (> 80% AMI) 1,757 60% 13,980 86% 82% TOTAL 2,917 100% 16,226 100% 100% Income Level Renters Owners Source: SCAG Existing Housing Needs (HUD User WebPage) While renters were more likely to have lower incomes than owners, there is also significant variation in income levels by household type, as presented in Table II-9. Of elderly households in Yorba Linda, 42 percent have lower (<80% AMI) incomes, with 12 2008-2014 HOUSING ELEMENT II-10 HOUSING NEEDS ASSESSMENT percent having extremely low incomes. About 13 percent of small families and 15 percent of large families earn lower incomes. Table II-9 Income Level by Household Type 2000 Elderly Small Family Large Family Other Extremely Low Income (<30% AMI) 12% 3% 3% 3% Very Low Income (31-50% AMI) 12% 3% 3% 4% Low Income (51-80% AMI) 17% 7% 8% 9% Moderate Income & Above (>80% AMI) 58% 87% 85% 84% TOTAL 2,990 11,240 2,889 2,024 Income Level Source: SCAG Existing Housing Needs (HUD User WebPage) 2008-2014 HOUSING ELEMENT II-11 HOUSING NEEDS ASSESSMENT 3. Special Needs Populations State law recognizes that certain households have more difficulty in finding adequate and affordable housing due to special circumstances. Special needs populations include the elderly, persons with disabilities, female-headed households, large households and farmworkers. In addition, many often have lower incomes as a result of their condition. Table II-10 summarizes the special needs populations in Yorba Linda. Each of these population groups, as well as their housing needs, is described below. Table II-10 Special Needs Populations 2000 Special Needs Groups Persons Large Households (5+ persons) Renter Owner Seniors (65+) With a Disability Seniors Living Alone Senior Households Renter Owner Persons with Disability Female-Headed Households with Related Children Farmworkers* TOTAL Persons or Households Households Percent 2,903 446 2,457 15% (15%) (85%) 8% (33%) (19%) 14% (15%) (85%) 9% (24%) (21%) <1% 4,526 1,471 862 2,619 392 2,227 5,459 4,716 989 26 58,918 19,252 Source: U.S. Census 2000. * Numbers in ( ) reflect the% of the special needs group and not the % of the total City population/households. For example, of the City’s large households, 33% are renters and 67% are owners. ** Persons employed in Farming, Forestry or Fishing Occupations 2008-2014 HOUSING ELEMENT II-12 HOUSING NEEDS ASSESSMENT Large Households Large households consist of five or more persons and are considered a special needs population due to the limited availability of affordable and adequately sized housing. The lack of large units is especially evident among rental units. Large households often live in overcrowded conditions, due to both the lack of large enough units, and insufficient income to afford available units of adequate size. Yorba Linda has a total of 2,903 large households, representing 15 percent of total households in the City. Of these large households, 15 percent, or 446 households, are renters with 45 percent of these renter households earning lower incomes. Based on the CHAS (Comprehensive Housing Affordability Strategy) Databook prepared by HUD, approximately 62 percent of Yorba Linda’s large renter households suffer from one or more housing problems, including housing overpayment, overcrowding and/or substandard housing conditions. Figure 2 illustrates the percentage of family households in Yorba Linda with children, by block group. The areas with the highest percentages (60-72%) of family households with children are spread throughout the City: an area near the western boundary; in an area from the northern to the southern boundaries just east of the central Yorba Linda; an area bordering Anaheim on the south, and a few block groups on the eastern edge of the City. Figure 2 also shows block groups in which family households with children are between 40 and 59 percent of the households, comprising much of the City.. The 2000 Census identifies 1,313 rental units in Yorba Linda with three or more bedrooms, in general, the appropriate sized units for a large household with five or more members. In comparison, the City has 764 large renter households, indicating that Yorba Linda has an adequate supply of rental units suitable for the City’s large families. However, market rents for a 3 bedroom apartment exceed the level of affordability for lower income large family households. Senior Households Approximately 8 percent (4,526) of Yorba Linda’s residents are over age 65, a one percent increase from the City’s 1990 senior population of 3,180 (7%). Approximately 33 percent have some type of disability related to self-care or mobility, which may limit their ability to live independently. Nineteen percent of all seniors live alone. About 14 percent of all households are headed by a senior, the majority of which are homeowners (82%). Figure 3 illustrates the percentage of senior households by block group in Yorba Linda. The highest concentrations of senior households (15-21.7%) are in the north-west area of the City. This reflects senior housing complexes as well as the mobile home park. Other areas, with slightly lower percentages of senior households represent single-family as well as multi-family uses. 2008-2014 HOUSING ELEMENT II-13 HOUSING NEEDS ASSESSMENT The elderly have a number of special needs including housing, transportation, health care, and other services. Rising rents are a particular concern due to the fact that most seniors are on fixed incomes. Of Yorba Linda’s 392 senior renter households, 78 percent are lower income. As shown later in Table II-22, Yorba Linda has two senior housing projects providing 225 rental units including 224 units affordable to a mix of very low and low income households. The State of California Community Care Licensing Division identifies 27 residential care homes for the elderly in Yorba Linda, providing 441 beds for seniors age 60+ requiring 24 hour assisted living. In addition to the 24 small residential care facilities (6 or fewer beds) “board and care” homes, there are three facilities with 76 beds, 93 beds and 135 beds. For those seniors who live on their own, many have limited incomes and physical limitations, both of which may inhibit their ability to maintain their homes or perform minor repairs. Furthermore, the installation of grab bars and other assistance devices in the home may be needed. The City offers a Residential Rehabilitation Program which provides grants to lower income home owners, including senior and disabled households, with funding for necessary material and supplies for home repairs and improvements. This program can assist home owners with the cost of installing assistance devices. The City of Yorba Linda and the Yorba Linda Senior Citizens Club coordinate a number of senior activities at various community facilities throughout the community, including the Senior Citizens Center. Programs offered include recreational and social activities, a meals program, food distribution, preventative healthcare, and transportation services. Female-Headed Households Single-parent households typically have a special need for such services as childcare and health care, among others. Female-headed households with children in particular tend to have lower incomes, which limits their housing options and access to supportive services. The Census reports 4,716 female-headed households in Yorba Linda; 989 of these households had children. These households need assistance with housing subsidies, as well as accessible and affordable day care. The City of Yorba Linda sponsors an assortment of classes for youth and teens throughout the year. The City has an Activity Center, a Field House, a number of parks, and shared school/park facilities that provide two indoor gymnasiums, baseball and soccer fields, volleyball and basketball courts, and horse trails. There is one group home for children in Yorba Linda, licensed through the State of California, providing care and supervision for up to six children. 2008-2014 HOUSING ELEMENT II-14 HOUSING NEEDS ASSESSMENT Figure 2. Valencia BREA n anyo on C Carb City of Yorba Linda FAMILY HOUSEHOLDS WITH CHILDREN, 2000 Telegraph Cyn SA N BE CO RN U N AR TY DI O N F O O RA CO N GE UN T ont Bastanchury Prospect l ent eria Vill age C Imp er Fairm Y de Br ya nt Green Crest da Hidden H Buena Vista lomas as Pa de L Paseo Yorba L Lak East Lake inda l ria pe Im Rose Yorba Ranch evi ills ew Ca m ino a Lin Yorb Yorba Linda eir W mon n Cy Fair nta la Palma t on na Cyn Santa A irm view # Æ 91 Cyn R Fa Lake Warner Basin Santa Ana Imperial Sa a An r ive a Gypsum Cyn Anaheim Lake la P alm t PLACENTIA ANAHEIM PERCENT HOUSEHOLDS WITH CHILDREN None 0.1 - 39.9 40.0 - 49.9 50.0 - 59.9 60.0 - 72.3 # Æ 91 # Æ 241 Citywide: 54.0% ORANGE Walnut Cyn Reservoir DIVERSA CONSULTING 053008 BREA City of Yorba Linda n anyo on C Carb SENIOR HOUSEHOLDS, 2000 Telegraph Cyn SA N CO BE RN U N AR TY DI O N F O O RA CO N GE UN T ont eria Bastanchury Vill l age Imp Cen ter Fairm Prospect Y de Br ya nt Green Crest da East Lake inda l ria pe Im Rose Yorba Ranch Yorba L Buena Vista lomas as Pa de L Paseo Hidden H evi ills ew Ca m ino a Lin Yorb Yorba Linda Lak eir W n t mon alm a ant S la Palma t na Cyn Santa A on 91 Santa Ana R irm view # Æ a An r ive Fa Lake Warner Basin la P ANAHEIM a Gypsum Cyn Anaheim Lake ORANGE Cy Fair PLACENTIA Imperial Valencia Figure 3. Cyn PERCENT PERSONS 65-YEARS & OLDER None 0.1 - 3.9 4.0 - 6.9 7.0 - 9.9 10.0 - 14.9 15.0 - 21.7 # Æ 91 # Æ 241 Citywide: 7.6% Walnut Cyn Reservoir DIVERSA CONSULTING 051808 Persons with Disabilities A disability is defined as a long lasting condition that impairs an individual’s mobility, ability to work, or ability to care for themselves. Persons with disabilities include those with physical, mental, or emotional disabilities. Disabled persons have special housing needs because of their fixed income, shortage of affordable and accessible housing, and higher health costs associated with their disability. According to the 2000 Census, an estimated 9 percent of Yorba Linda residents (5,459 persons) have one or more disabilities. Approximately 1,221 of the City’s disabled population have mobility/self-care limitations and require assistance in daily living. Of the City’s senior population, approximately 33 percent have one or more types of disabilities. The living arrangements for persons with disabilities depend on the severity of the disability. Many persons live at home in an independent environment with the help of other family members. To maintain independent living, disabled persons may require assistance. This can include special housing design features for the physically disabled, income support for those who are unable to work, and in-home supportive services for persons with medical conditions. Accessible housing can also be provided via senior housing developments. Both the federal Fair Housing Act and the California Fair Employment and Housing Act impose an affirmative duty on local governments to make reasonable accommodations (i.e. modifications or exceptions) in their zoning and other land use regulations when such accommodations may be necessary to afford disabled persons an equal opportunity to use and enjoy a dwelling. For example, it may be a reasonable accommodation to allow covered ramps in the setbacks of properties that have already been developed to accommodate residents with mobility impairments. The City does not require special building codes or onerous project review to construct, improve, or convert housing for persons with disabilities. Community care facilities with six or fewer persons are permitted by right in all residential zoning districts, except the mobile home park zoning district. Community care facilities with seven or more persons are permitted in all residential zoning districts, excepting the mobile home park zoning district, subject to a conditional use permit. The State of California Community Care Licensing Division identifies one adult residential facility in Yorba Linda that provides 24-hour non-medical care for adults ages 18-59 who are unable to provide for their own daily needs. This facility provides capacity for six adults. 2008-2014 HOUSING ELEMENT II-17 HOUSING NEEDS ASSESSMENT Homeless The Orange County Housing and Community Services Department (HCS) defines homelessness as not having a permanent address, sleeping in places not meant for habitation, not having ample food and medical attention or a place to change clothes or bathe. Using this broad definition, HCS estimates there are nearly 35,000 homeless in Orange County. The County’s homeless population is comprised of about 30 percent individuals and 70 percent families, including an estimated 16,300 homeless children. For these 35,000 homeless, there are only about 3,400 available beds, including 1,512 emergency shelter beds and 1,888 beds in transitional housing facilities.2 An additional 1,875 units of supportive services housing are available. One measure of homeless in specific areas of Orange County is the information collected by the Orange County Department of Education for the McKinney-Vento Homeless Education Assistance Act. This Act ensures access to free public education for homeless children and youth; requiring all school districts to designate a local liaison whose responsibilities include ensuring homeless youth and children are identified and enroll in school, receive educational services for which they are eligible, and are provided every opportunity to succeed in school. In Orange County, each district’s liaison annually reports the number of homeless youth and children to the County Department of Education.3 For school year 2006-2007, a total of 19 homeless children and youth were reported within the Placentia-Yorba Linda Unified School District (PYLUSD). The number of homeless children and youth reported has fluctuated since the 6 that were first reported in 2003-2004; in 2004-2005 32 were reported; and 17 in 2005-2006. To obtain additional information regarding the homeless in Yorba Linda, interviews were conducted with Orange County HCS staff; Orange County Partnership, a non-profit organization that coordinates homeless services throughout the County; and the Police Department. The conclusion from most of the interviews is that, most of the homeless observed in Yorba Linda are transient, moving through the City along Imperial Highway and Yorba Linda Boulevard. However, on occasion, the police have observed some small (1-2 people) encampments in the Featherly Regional Park area, when water is low. In July, 2005, “2-1-1 Orange County” was established to provide a comprehensive information and referral system to link County residents with community health and human services support. The service is available seven days a week, 24 hours a day. Callers are connected with certified, multi-lingual information and referral specialists who utilize a database to provide information on services including shelter and housing 2 Orange County Grand Jury 2005-2006, “The Homeless Crisis in Orange County.” The Act defines homeless as individuals who lack a fixed and adequate nighttime residence, and includes children and youth temporarily sharing the housing of others; living in cars, motels, trailer parks, or camping grounds due to the lack of alternative adequate accommodations; or living in emergency or transitional shelters. 3 2008-2014 HOUSING ELEMENT II-18 HOUSING NEEDS ASSESSMENT resources, food, and substance abuse assessment and treatment. Table II-11 provides an inventory of facilities and services for the homeless in North Orange County that serve Yorba Linda. Farmworkers Farmworkers are traditionally defined as persons whose primary incomes are earned through seasonal agricultural work. Farm workers have special housing needs because they earn lower incomes than many other workers and move throughout the season from one harvest to the next. The Census identifies only 26 Yorba Linda residents employed in the industries of farming, fishing or forestry, representing 0.1 percent of the City’s labor force. Yorba Linda retains some limited land dedicated to agricultural production. Therefore, given the extremely limited presence of farmworkers in the community, the City has no specialized housing programs targeted to this group beyond overall programs for housing affordability. Arbor Villas 2008-2014 HOUSING ELEMENT II-19 HOUSING NEEDS ASSESSMENT Table II-11 Inventory of Homeless Services and Facilities North Orange County Organization Anaheim Interfaith Center P.O. Box 528 Anaheim, CA 92815 (714) 774-8502 Fullerton Interfaith Emergency Services (New Vista Shelter) 244 E. Valencia, Room 16 Fullerton, CA 92634 (714) 680-3691 H.I.S. House P.O. Box 1293 Placentia, CA 92670 (714)993-5774 Lutheran Social Services 215 N. Lemon Street Fullerton, CA (714) 738-1058 Orange County Rescue Mission One Hope Drive Tustin, CA 92782 (714) 247-4300 Salvation Army Emergency Family Services Offices 1515 West North Street Anaheim, 92801 (714) 491-1020 Sheepfold Women’s Services Center Anaheim, CA (714) 237-1444 2008-2014 HOUSING ELEMENT Beds and/or Services Provided Provides transitional housing and supportive services for 9 homeless families – for a 6-9 month period. Case management counseling, and other services are provided. Provides transitional housing for families and singles for up to 4 months. Also provides food, basic supplies, case management, referrals, and childcare assistance. Provides 40 beds for families and individuals for up to 6 months. Services include job counseling and referrals, job training, financial management, counseling, and life skills classes. Provides clothing, limited transportation, referrals, prescriptions, utilities, counseling and English as a Second Language (ESL) classes. Provides transitional and emergency housing, including housing for domestic violence victims, families and singles. Redeveloping the Tustin Marine Corps Air Station to create a unique fullservice facility to address the needs of the homeless. Provides food assistance, counseling, education, job training, mental wellness, life skill training, and medical services to provide a solid foundation for the transition to a self-sufficient life. Provides food distribution, utility assistance, transportation (gas vouchers, bus tickets), clothing, household items, other forms of assistance and community referrals. The Service Center in Anaheim provides assistance with legal obligations, medical and dental appointments. Sheepfold also provides transitional housing at a facility in Brea for battered women and their children, with a capacity of 6 families. II-20 HOUSING NEEDS ASSESSMENT C. HOUSING STOCK CHARACTERISTICS This section identifies the characteristics of Yorba Linda’s physical housing stock. This includes an analysis of housing growth trends, housing conditions, housing prices and rents, and housing affordability. 1. Housing Growth Table II-12 displays housing production in the City, compared to neighboring cities and the entire Orange County region. Yorba Linda’s growth in the last two decades has been significantly higher than both neighboring cities and Orange County as a whole. Yorba Linda’s housing stock grew by 91 percent between 1980 and 1990; and then grew by 13 percent between 1990 and 2000. Housing growth for Yorba Linda has remained higher (12%) than the comparison cities (ranging from two to nine percent) for the period between 2000 and 2008. According to the State Department of Finance (2008), Yorba Linda has a current housing stock of 21,893 units, representing an increase of 2,326 units (or 12%) since 2000. Yorba Linda has been transitioning from a rural area to a more suburban City. After completion of Vista Del Verde and Nyle, new development will occur primarily through redevelopment of underutilized properties. Table II-12 Regional Housing Growth Trends 1980-2008 Percent Change Jurisdiction Anaheim Brea Fullerton Placentia Yorba Linda Orange County 1980 82,725 11,203 39,506 11,379 9,058 721,514 1990 93,177 12,648 42,956 13,733 17,341 875,072 2000 99,719 13,327 44,771 15,356 19,567 969,484 2008 19801990 101,791 14,581 47,044 16,463 21,893 1,030,289 13% 13% 9% 21% 91% 21% 19902000 7% 5% 4% 12% 13% 11% 20002008 2% 9% 5% 7% 12% 6% Source: U.S. Census 1980, 1990 and 2000. Dept of Finance 2008 Population and Housing Estimates. 2008-2014 HOUSING ELEMENT II-21 HOUSING NEEDS ASSESSMENT 2. Housing Type and Tenure Table II-13 presents the mix of housing types in Yorba Linda. Of the City’s 21,893 housing units in 2008, 90 percent were single-family homes and 9 percent were multifamily units, relatively unchanged since 1990. Yorba Linda also has one mobile home park containing 288 mobile home units, comprising one percent of the City’s housing. The residential area designated as Mobile Home Park in the Yorba Linda Land Use Policy Map has remained intact, and the City has not lost any permanent mobile homes since 1990. Table II-13 indicates that mobile homes, also typically considered a source of affordable housing, have decreased by 93 units (23 percent) between 1990 and 2000. However, this discrepancy is based on two definitions in the 1990 Census. The first is the 1990 Census definition of a “mobile home” which included trailers. In addition, in 1990 the “other” category was greatly overstated, and has been replaced with “Boat, RV, van, etc.” in the 2000 Census. The Department of Finance (DOF) estimates for 2007 use a definition similar to the 2000 Census. Table II-13 Housing Type 1990 - 2008 1990 Unit Type 2000 2008 Units Percent Units Percent Units Percent Single-Family (SF) Detached SF Attached Total SF 13,248 1,968 15,216 15,344 2,077 17,421 606 1,115 1,721 Mobile Homes & Other Total Housing Units Vacancy Rate 404 17,341 3.27% 79% 11% 89% 3% 7% 9% 2% 100% -- 17,205 2,395 19,600 2 to 4 Units 5 or more units Total Multi-Family 76% 11% 88% 3% 6% 10% 2% 100% -- 79% 11% 90% 3% 6% 9% 1% 100% -- 533 1,270 1,803 310 19,534 1.61% 622 1,360 1,982 311 21,893 1.61% Source: U.S. Census 1990, 2000. Dept of Finance 2008 Population and Housing Estimates. Housing tenure refers to whether a housing unit is owned, rented or is vacant. Tenure is an important indicator of the housing climate of a community, reflecting the relative cost of housing opportunities, and the ability of residents to afford housing. Tenure also influences residential mobility, with owner units generally evidencing lower turnover rates than rental housing. According to the 2000 Census, 85 percent of Yorba Linda’s households were homeowners, demonstrating stability since 1990 when 84 percent of the households were also owner-occupied (Table II-14). Yorba Linda’s homeownership rate continues to be higher than the Countywide homeownership rate of 61 percent. 2008-2014 HOUSING ELEMENT II-22 HOUSING NEEDS ASSESSMENT Table II-14 Housing Tenure 1990 - 2000 Occupied Housing Units 1990 Households Percent Renter Owner Total 2,635 14,139 16,774 16% 84% 100% 2000 Households Percent 2,938 16,314 19,252 15% 85% 100% Source: U.S. Census, 1990 and 2000. Figure 4 illustrates the percentage of renter households in Yorba Linda by census block group. The areas with the highest concentration of rental housing include four block groups. The two areas at Yorba Linda Boulevard and Lakeview represent apartment complexes, including Arbor Villas, rehabilitated during the last Housing Element planning period as housing affordable to lower income households. The other areas contain apartment complexes developed as Planned Residential Developments. These areas also represent areas with higher percentages of family households with children (Figure 2). Figure 5 illustrates the percentage of single family rentals in Yorba Linda by census block group. There is generally a band of higher percentages of single-family rentals across the center of Yorba Linda from west to east. On the south-eastern boundary of the City, the higher percentage of single family rentals corresponds to the higher percentage of family households with children. Vacancy Rate A vacancy rate measures the overall housing availability in a community and is often a good indicator of how efficiently for-sale and rental housing units are meeting the current demand for housing. A vacancy rate of five percent for rental housing and two percent for ownership housing is generally considered healthy and suggests that there is a balance between the demand and supply of housing. A lower vacancy rate may indicate that households are having difficulty in finding housing that is affordable, leading to overcrowding or households having to pay more than they can afford. A low vacancy rate or a particularly ‘tight’ housing market may also lead to high competition for units, raising rental and housing prices substantially. As measured by the 2000 census, the citywide residential vacancy rate in Yorba Linda was 1.6 percent for all housing units compared to the 3.0 percent vacancy rate in 1990. The vacancy rate was 0.8 percent for owner-occupied units in 2000, and 2.1 percent for rental units. The low vacancy rates indicate that a high ‘pent-up’ housing demand exists and that finding housing in the community is challenging for many households. The USC/Casden Multi-Family Market Report indicates that vacancy rates continued at low levels in 2007, at 3.7 percent in North Orange County jurisdictions.4 4 2008 Southern California Multi-family Market Report, Casden Forecast, USC Lusk Center for Real Estate. 2008-2014 HOUSING ELEMENT II-23 HOUSING NEEDS ASSESSMENT Figure 4. Valencia BREA City of Yorba Linda n anyo on C Carb RENTER HOUSEHOLDS, 2000 Telegraph Cyn SA N BE CO RN U N AR TY O DIN F O O C RA N OU GE N TY ont Fairm Imp Cen age Bastanchury Prospect Vill l ter eria t de Br ya nt Green Cres da Lak Paseo inda l ria pe Im Rose Yorba Ranch Buena Vista mas s Palo de La Yorba L East Lake Hidden H evi ills ew Ca m ino a Lin Yorb Yorba Linda eir W n mon 91 na Cyn Santa A t on irm # Æ Fa view Lake Warner Basin a Ana Cyn Sant Imperial S a An r e Riv a Gypsum Cyn a ant la Palma la P alm t Anaheim Lake ORANGE Cy Fair PLACENTIA ANAHEIM PERCENT RENTERS None 0.1 - 8.9 9.0 - 13.9 14.0 - 24.9 25.0 - 39.9 40.0 - 68.4 # Æ 91 # Æ 241 Citywide: 15.3% Walnut Cyn Reservoir DIVERSA CONSULTING 051808 Figure 5. Valencia BREA n anyo on C Carb City of Yorba Linda SINGLE-FAMILY RENTALS, 2000 Telegraph Cyn SA N BE CO RN U N AR TY DI O N F O O RA CO N GE UN T ont Bastanchury Prospect l ent eria Vill age C Imp er Fairm Y de Br ya nt Green Crest da Hidden H Buena Vista lomas as Pa de L Paseo Yorba L Lak East Lake inda l ria pe Im Rose Yorba Ranch evi ills ew Ca m ino a Lin Yorb Yorba Linda eir W mon n Cy Fair nta la Palma irm t on view # Æ 91 Cyn R Fa Lake Warner Basin Santa Ana Imperial Sa a An r ive ANAHEIM PERCENT SINGLE-FAMILY RENTALS None 0.1 - 4.9 5.0 - 9.9 10.0 - 29.9 30.0 - 59.2 Citywide: 11.2% na Cyn Santa A ORANGE a Gypsum Cyn Anaheim Lake la P alm t PLACENTIA Walnut Cyn Reservoir # Æ 91 # Æ 241 DIVERSA CONSULTING 053008 3. Housing Age and Condition The age of a community’s housing stock can provide an indicator of overall housing conditions. Typically housing over 30 years in age is likely to have rehabilitation needs that may include new plumbing, roof repairs, foundation work and other repairs. Table II-15 displays the age of Yorba Linda’s occupied housing stock by owner/renter tenure as of 2000. Yorba Linda’s housing stock is relatively young with only 17 percent 30 years or older in 2000. However, by 2010, an additional 30 percent of the housing stock (built during the 1970’s) will become 30 years old. There is not a great deal of difference between the overall age distribution of owner-occupied and renter-occupied housing, though there is a greater number of older owner-occupied housing. As the housing stock ages, both code enforcement and housing rehabilitation programs are important and can be focused on older areas of the City. Table II-15 Age of Housing Stock 2000 Year Structure Built Renter Occupied Housing 1990-2000 1980-1989 1970-1979 1960-1969 1950-1959 1940-1949 1939 or earlier Total 554 961 931 414 35 12 40 2,947 Percent Renter 19% 33% 32% 14% 1% 0% 1% 100% Owner Occupied Housing 2,630 6,162 4,763 1,989 513 120 102 16,279 Percent Owner 16% 38% 29% 12% 3% 1% 1% 100% Total Percent 17% 37% 30% 12% 3% 1% 1% 100% Source: U.S. Census 2000. 2008-2014 HOUSING ELEMENT II-26 HOUSING NEEDS ASSESSMENT 4. Housing Costs and Affordability The cost of housing is directly related to the extent of housing problems in a community. If housing costs are relatively high in comparison to household income, there will be a higher prevalence of overpayment and overcrowding. This section summarizes the cost and affordability of the housing stock to Yorba Linda residents. Rental Housing Market Current rental information (February 2009) for Yorba Linda was obtained from internet rental listings on Craig’s List and Southland Rentals websites. Table II-16 presents the results of the rent survey by unit type, including apartments, condominiums/townhomes, and single-family homes. Due to the significant number of individual rooms available for rent in Yorba Linda, Table II-17 presents information regarding room rentals in apartments, condominiums/townhomes, and single-family homes. During the two week period from February 14-28, 2009, over 350 non-duplicative units were advertised for rent in Yorba Linda, a significant increase from the 128 rentals listed on the same websites approximately one year prior.5 With 189 single-family homes advertised, homes accounted for over half of all available rentals. The majority (126 units) of these single-family homes were advertised as having four or more bedrooms, and commanded a median rent of $3,250. The median rents for a two or a threebedroom home, at $1,990 and $2,330 respectively, were well below the premium paid for the larger four-bedroom units. Condominium/townhome rentals (96 units) accounted for 28 percent of rental units advertised in Yorba Linda. Approximately half of these were three-bedroom units, commanding median rents of $2,260. Generally, condominium rents on two and threebedroom units were about $100 below single-family home rents, although newer condominiums commanded rents above older single-family homes. Apartments (64 units) accounted for 18 percent of advertised rentals. The majority of apartments (52 units) were one and two-bedroom units, with median rents of $1,245 and $1,625 respectively. There were ten three-bedroom units advertised, with a median rent of $2,200. In addition to the significant increase in the number of all types of rental units advertised in Yorba Linda over the prior year, the rent structure has also changed somewhat. Median rents are generally less for apartments ($100-$200) and more for condominium/townhome units (+$100-$200). Given the tripling in the number of singlefamily home rentals on the market, median prices have fallen approximately $400 for two and four-bedroom units, although rents on three-bedroom units have held steady. 5 The February 2009 rent survey represents an update to a similar survey conducted for the Housing Element in November 2007- January 2008. 2008-2014 HOUSING ELEMENT II-27 HOUSING NEEDS ASSESSMENT Table II-16 Survey of Vacant Rental Units February 2009 Unit Type and Bedrooms # Units Advertised Rental Range Median Rent 2 23 29 10 $600 $1,045 -$1,380 $1,390- $2,095 $1,695 - $2,700 $600 $1,245 $1,625 $2,200 25 45 27 $1,250 - $2,300 $1,695 - $3,300 $2,150 - 3,900 $1,860 $2,260 $2,960 2 14 $1,695 - $2,300 $1,990 3 49 $1,695 - $3,500 $2,330 4+ 126 $2,075 - $7,000 $3,250 Apartments Studio 1 2 3 Condominiums/Townhomes 2 3 4 Single-Family Homes Source: www.craigslist.org and Southland classifieds (www.yorbalinda.la) In addition to the full rental units surveyed, there were 84 individual rooms advertised for rent within condominiums/townhomes and single-family homes, with median rents ranging from $550 to $790. Many of the rooms were marketed to students as convenient to both California State University, Fullerton and California State University, Pomona. In comparison to one year prior, less than 50 rooms were advertised for rent and median rents were $60 to $80 higher. Table II-17 Survey of Rooms for Rent February 2009 Unit Type and Bedrooms # Rooms Advertised Rental Range Median Rent 50 $450 -$1,000 $640 19 3 2 $600 - $800 $700 - $850 $650 - $675 $700 $750 $665 Unknown 6 $600 - $800 $660 3 4+ 1 3 $550 $625 - $950 $550 $790 General Unknown Condominiums/Townhomes Unknown 2 3 Single-Family Home Source: www.craigslist.org 2008-2014 HOUSING ELEMENT II-28 HOUSING NEEDS ASSESSMENT Homeownership Market Given the current volatility of the real estate market, it is acknowledged that home sales prices are continuing a downward trend with the release of each month’s sales data. For purposes of Yorba Linda’s 2008-2014 Housing Element, a snapshot of the most recent one month’s sales is presented (Table II-18), as well as sales trends over a longer ½ year period (Table II-19). Southern California, like most of the country, has experienced a significant decline in home sales prices. With an overall median sales price of $250,000 recorded in January 2009, Southern California home prices are 50 percent below their peak of $505,000 in the summer of 2007. However, this drop in the median sales price is overstated by the large number of discounted home foreclosures which comprise a significant portion of Southern California sales, particularly in the lower cost inland areas. In contrast, homes in the upper half of the market are not selling well due in part to the difficulty in obtaining financing for jumbo mortgages, and are thus under-represented in the median sales price statistics. Within Orange County, the median home price fell 28 percent between January 2008 January 2009. The volume of home sales in the County, however, has continued to climb, increasing 40 percent from the prior year. Home purchasers are taking advantage of the more affordable home prices, as well as government-insured FHA financing available for first-time homebuyers. Table II-18 compares single-family and condominium sales prices during January 2009 in Yorba Linda and nearby communities by zip code, and contrasts this with sales prices during January 2008. During this one month period, 22 single-family homes were sold in Yorba Linda, with a median sales price of $580,000 in zip code 92886 and $1,200,000 in zip code 92887. Sales prices in Yorba Linda were significantly higher than Anaheim, Fullerton, Placentia, and the countywide median of $418,000. Median single-family home prices in Yorba Linda’s 92886 zip code (17 homes sold) fell by 32.8 percent from the previous year, slightly higher than the 28.3 percent drop County-wide. In contrast, the median price for the five homes sold in zip code 92887 reflects a 26 percent increase from the prior year’s sales. During January 2009, seven condominiums sold in Yorba Linda. The median price in the 92886 zip code was $250,000 (25% decrease from 2008), whereas the median price in the 92887 zip code was $335,000 (15% decrease). The median condo sales price Countywide was $265,000, reflecting a 29 percent drop from the prior year. 2008-2014 HOUSING ELEMENT II-29 HOUSING NEEDS ASSESSMENT Table II-18 Single-Family Homes and Condominium Sales January 2009 Yorba Linda and Nearby Communities Community Anaheim Brea Fullerton Placentia Yorba Linda County of Orange Zip Code # Homes Sold Median Home Price % Change from 1/2008 # Condos Sold Median Condo Price % Change from 1/2008 92801 92802 92804 92805 92806 92821 92823 92831 92832 92833 92835 92870 92886 92887 34 19 40 31 16 11 3 12 10 30 4 15 17 5 $298,000 $345,000 $330,000 $300,000 $380,000 $600,000 $895,000 $452,000 $335,000 $340,000 $570,000 $419,000 $580,000 $1,200,000 -29.0% -23.3% -19.0% -33.4% -22.4% +23.0% n/a -29.4% -21.8% -24.4% 0% -22.9% -32.8% +26.0% 7 1 16 n/a 1 6 n/a 6 2 8 2 4 5 2 $248,000 $285,000 $153,000 n/a $268,000 $545,000 n/a $208,000 $302,000 $395,000 $333,000 $135,000 $250,000 $335,000 -20.0% -20.8% -50.4% n/a n/a n/a n/a +1.2% n/a -12.2% +17.7% -73.3% -25.4% -15.3% all 1,144 $418,000 -28.3% 594 $265,000 -29.3% Source: dqnews.com, February 19, 2009. Evergreen Villas While the prior Table II-18 provides an overview of the subregional housing sales market, the following Table II-19 provides detailed information on all sales of existing and new single-family homes and condominiums within Yorba Linda during July 2008 through January 2009. A total of 365 single-family home sales were recorded during this seven month period, with prices ranging from a median of $324,000 (one-bedroom) 2008-2014 HOUSING ELEMENT II-30 HOUSING NEEDS ASSESSMENT to $1,100,000 (five-bedroom). The overall median single-family sales price was $672,000, an 18 percent decline from the $825,500 median price documented in calendar year 2007. One-quarter of all units sold in Yorba Linda during the July 2008 to January 2009 time period were condominiums. Median prices for condominiums ranged from $255,000 (two-bedroom) to $615,000 (four-bedroom). With a median price of $285,000 for all 123 condominiums sold in Yorba Linda during this period, condo sales prices have dropped 30 percent since 2007. Table II-19 Home and Condominium Sales Prices July 2008 - January 2009 # Bdrms Units Sold Price Range Median Price Avg. Unit Size $324,000 $560,500 $740,000 $1,100,000 $672,000 1,550 sq.ft. 1,900 sq.ft. 2,200 sq.ft. 3,220 sq.ft. 2,100 sq.ft. $278,000 $255,000 $264,000 $615,500 $285,000 700 sq.ft. 1,000 sq.ft. 1,200 sq.ft. 1,450 sq.ft. 1,150 sq. ft. Single-Family Homes 2 3 4 5 Total 15 146 171 33 365 $255,000-$1,968,000 $284,000-$1,440,000 $295,000-$1,925,000 $441,000-$2,875,000 $255,000-$2,875,000 Condominiums 1 2 3 4 Total 1 55 47 20 123 $278,000 $123,500-$550,000 $209,000-$530,000 $539,000-$761,000 $123,500-$761,000 Source: Dataquick On-Line Real Estate Database. Compiled by Karen Warner Associates. Home foreclosures are having a major impact on housing sales throughout the State. In January 2009, 58 percent of all resale homes in Southern California were foreclosures, and even in Orange County, 46 percent were foreclosures. Within Yorba Linda, www.Realtytrac.com identifies 585 properties in the foreclosure process. Of those homes, 134 are owned by the bank, 114 are offered for resale, with an additional 337 homes in pre-foreclosure (April 2009). 2008-2014 HOUSING ELEMENT II-31 HOUSING NEEDS ASSESSMENT Housing Affordability The affordability of housing in Yorba Linda can be assessed by comparing market rents and sales prices with the amount that households of different income levels can afford to pay for housing. Compared together, this information can reveal who can afford what size and type of housing as well as indicate the type of households that would most likely experience overcrowding or overpayment. California Health and Safety Code6 defines affordable owner and rental housing costs as follows: Affordable Ownership Housing Cost – moderate income Housing costs consist of mortgage debt service, homeowner association dues, insurance, utility allowance and property taxes. Affordable costs are up to 35% of the defined household income. Affordable costs for moderate income households are based on standard of 110% of median area income for a household size equal to one more person than the number of bedrooms in the unit. Affordable Renter Housing Cost Housing costs include rent plus utilities paid for by the tenant. Affordable costs are up to 30% of the defined household income Household size is based on one person more than the number of bedrooms in the unit. The HUD published 2008 Area Median Family Income (MFI) for a four-person household in Orange County is $84,100. Based on these definitions of income and affordable housing cost, Tables II-20 and II-21 which follow present the maximum affordable purchase and rental price, and compares these with market sales and rental rates in Yorba Linda. 6 Health and Safety Code Section 50052.5 establishes affordable housing cost, and Section 50053 establishes affordable rents. 2008-2014 HOUSING ELEMENT II-32 HOUSING NEEDS ASSESSMENT For purposes of evaluating home purchase affordability, Table II-20 presents the maximum affordable purchase price for moderate income households (110% MFI), and compares this with market sales prices for single-family homes and condominiums in Yorba Linda (refer to Table II-19). As illustrated below, median single-family home prices in Yorba Linda have come down to a level where two-bedroom homes are now just $10,000 above the threshold affordable to moderate income households, although homes with three or more bedrooms are still well above moderate income affordability levels. Median condominium prices for one, two and three bedroom units are all within moderate income affordability levels. In light of the changing housing market, the City has included a review of the current Mortgage Assistance Program in this Housing Element update. Table II-20 2008 Maximum Affordable Housing Cost (Moderate Income) Orange County Moderate Income Affordable Housing Cost Household Income @ 110% Median Income Towards Housing @ 35% Income Maximum Monthly Housing Cost Less Expenses: Utilities Taxes (1.1% affordable hsg price) Insurance HOA Fees & Other Monthly Income Available for Mortgage Supportable Mortgage @ 6.5% interest Homebuyer Downpayment (10%) Maximum Affordable Purchase Price Yorba Linda Median Single-Family Price Yorba Linda Median Condo Price 1 Bedroom (2 persons) $74,030 $25,910 $2,160 2 Bedroom (3 persons) $83,270 $29,145 $2,429 3 Bedroom (4 persons) $92,510 $32,378 $2,698 4 Bedroom (5 persons) $99,880 $34,958 $2,913 ($93) ($230) ($85) ($180) $1,572 $250,000 $27,000 $277,000 n/a $278,000 ($105) ($260) ($100) ($180) $1,635 $284,000 $31,000 $315,000 $324,000 $255,000 ($142) ($290) ($115) ($180) $1,798 $313,500 $34,000 $347,500 $560,500 $264,000 ($158) ($310) ($130) ($180) $1,947 $340,000 $37,000 $377,000 $740,000 $615,000 Source: Karen Warner Associates. 2008-2014 HOUSING ELEMENT II-33 HOUSING NEEDS ASSESSMENT Table II-21 presents the maximum affordable rents for very low, low and moderate income households by household size, and compares with median apartment rents in Yorba Linda, as documented in Table II-16. As the table below indicates, Citywide median rents for one or more bedrooms were above the level of affordability for all very low and low income households, with an affordability gap ranging from $404 to $1,149 per month for very low income households and $236 to $939 for low income households depending on household size. However, there were studio apartments and individual rooms for rent that were affordable to very low and low income one person households. Households earning moderate incomes would be able to afford median market rents for all advertised apartment units in Yorba Linda. Two and three-bedroom condominiums/townhomes were also within the maximum affordable rent for a moderate income household, as was the median rent for two bedroom single-family homes. In addition, the median advertised rent for three-bedroom homes was only $18 above the maximum affordable rent for moderate income household with four persons. Table II-21 2008 Maximum Affordable Rents Orange County Income Level Very Low Income Low Income Moderate Income Yorba Linda Apt Rents Yorba Linda Median Room Rent Maximum Affordable Rent Before Utilities Allowance Studio 1 Bedroom 2 Bedroom (1 person) (2 person) (3 person) $736 $841 $946 $883 $1,009 $1,135 $1,619 $1,850 $2,081 $600 $1,245 $1,625 3 Bedroom (4 person) $1,051 $1,261 $2,312 $2,200 $450-$790 n/a n/a n/a Source: Karen Warner Associates *If the renter pays utility expenses, the following amount should be subtracted from the maximum affordable rent, based on the Orange County Housing Authority utility allowance schedule: $80 for studios, $93 for 1 bdrms, $105 for 2 bdrms, and $142 for 3 bdrms Meta Housing 2008-2014 HOUSING ELEMENT II-34 HOUSING NEEDS ASSESSMENT 5. Assisted Housing At-Risk of Conversion State Housing Element law requires an analysis of the potential for currently rentrestricted low income housing units to convert to market rate housing, and to propose programs to preserve or replace any units “at-risk” of conversion. This section presents an inventory of all assisted rental housing in Yorba Linda, and evaluates those units at risk of conversion during the ten year 2008-2018 planning period. Assisted Housing Inventory Yorba Linda contains three developments of assisted multi-family rental housing totaling 301 affordable units, as presented in Table II-22. This inventory includes all multi-family units assisted under federal, state, and local programs, including HUD, state/local bond programs, density bonus, inclusionary, and local redevelopment or direct assistance programs. All of the city’s affordable rental projects have long-term affordability restrictions, and none are at risk of conversion during the 2008-2018 planning period. Table II-22 Assisted Rental Housing Inventory Project Name Victoria Woods Arbor Villas Parkwood Tenant Type Senior Family Senior Total Units 125 67 100 Affordable Units 124 66 100 Meta Housing Family 44 44 Applicable Programs RDA Set-Aside RDA Set-Aside RDA Set-Aside Density Bonus; RDA Set-Aside Potential Conversion Date 2051 2052 2060 2061 In addition to the above projects, the Yorba Linda Redevelopment Agency owns 25 units at Evergreen Villas that are rented to low income seniors at affordable rents. The Agency has also provided assistance to convert 76 units at Linda Gardens to affordable rental housing. Of the 76 units, 62 will be affordable to lower income households, qualifying as committed assistance under the State alternative housing sites program. Linda Gardens 2008-2014 HOUSING ELEMENT II-35 HOUSING NEEDS ASSESSMENT D. REGIONAL HOUSING NEEDS State law requires all regional councils of governments, including the Southern California Association of Governments (SCAG) to determine the existing and projected housing need for its region and determine the portion allocated to each jurisdiction. This is known as the “Regional Housing Needs Assessment“ (RHNA) process. 1. Existing Housing Needs Overpayment The 2000 Census indicates that overpayment remains a critical need for low and moderate-income households, who are disproportionately affected by this burden compared to other households. Affordability problems occur when housing costs become so high in relation to income that households have to pay an excessive proportion of their income for housing, or are unable to afford any housing and are homeless. Housing overpayment refers to spending more than 30 percent of income on housing; severe overpayment is spending greater than 50 percent. Table II-23 shows the incidence of overpayment in Yorba Linda. Table II-23 Housing Overpayment 2000 Overpayment Households Percent Orange Co. % 4,940 30% 32% 1,605 10% 10% 1,205 41% 44% 762 26% 19% 6,145 32% 37% Owners Overpayment (>30% income on housing) Severe Overpayment (>50% income on housing) Renters Overpayment (>30% income on housing) Severe Overpayment (>50% income on housing) Total Overpayment Source: U.S. Census, 2000. Note: Severe overpayment is a subset of overpayment. According to the 2000 Census, 41 percent of renters and 30 percent of homeowners in Yorba Linda were spending more than 30 percent of their total income on housing, slightly below the level of overpayment experienced Countywide. Severe overpayment impacts 26 percent of the City’s renters, which is higher than the Countywide average of 19 percent. 2008-2014 HOUSING ELEMENT II-36 HOUSING NEEDS ASSESSMENT Figure 6 illustrates the geographic areas of the City where rental overpayment is the greatest. Areas with 70-100 percent of the renter households paying more than 30 percent of household income for rent are also areas of the City with single-family rentals, though not the highest concentrations of single-family rentals. These areas are dispersed throughout the City and are generally located in the west, and north. Table II-24 provides a more detailed review of households that experienced severe housing overpayment. Among renters, the elderly were most impacted by severe overpayment, with 46 percent of the City’s total 500 elderly renters spending more than half their income on rent. Among homeowners, all household types experienced fairly comparable levels of severe overpayment in 2000, ranging from 8-13%. These households are most at risk of foreclosure, particularly in a declining housing market with rising interest rates. Due to the greater number of homeowner units in Yorba Linda, though the percentages of severe overpayment are lower, more owner households (1,623) than renter households (467) are burdened with severe overpayment. Table II-24 Severe Housing Cost Burden by Type and Tenure 2000 Elderly Small Family Large Family Other Total # by household type 383 1,513 445 576 2,917 % with severe cost burden Owner Households 46% 10% 12% 12% 16% Total # by household type 2,607 9,727 2,444 1,448 16,226 8% 11% 10% Total Renter Households % with severe cost burden 13% 10% Source: http:socds.huduser.org/chas/reports 2008-2014 HOUSING ELEMENT II-37 HOUSING NEEDS ASSESSMENT BREA Figure 6. on rb Ca on C y an City of Yorba Linda RENTER OVERPAYMENT, 2000 (30%+ of Income in Rent) Telegraph Cyn S C pe en te r Im ri U N E T R N A Y R D F O ill ag e I R N A O C N G E O U N T Y V Bastanchury N B O O C al A Green Crest e r Yo Yorba Linda o t n a ry da Lin ba B d in m a as Rose a ind ba L o se Pa Yor lom a s P La de Hidd East Lake en H ills C ir e W n y irm C Fa t on Anaheim Lake La a lm An yn Ana C r ve i aR Sa t n o m ir a F ew vi ke # Æ 91 Imperial nta Warner Basin P a Santa la Palma la Gypsum Cyn PLACENTIA ANAHEIM PERCENT RENTERS OVERPAYING None 0.1 - 24.9 25.0 - 39.9 40.0 - 49.9 50.0 - 69.9 70.0 - 100.0 # Æ 91 # Æ 241 Citywide: 40.9% Census block groups with fewer than 20 renter households are not reflected ORANGE Walnut Cyn. Reservoir DIVERSA CONSULTING 060608 Overcrowding The Census defines overcrowding as an average of more than one person per room in a housing unit (excluding kitchens, porches, and hallways). The incidence of overcrowded housing is a general measure of whether there is an available supply of adequately sized housing units. Table II-25 shows the incidence of overcrowding in Yorba Linda by tenure, as measured by the 2000 Census. Table II-25 Overcrowded Households 2000 Overcrowding Owners Overcrowding Severe Overcrowding Renters Overcrowding Severe Overcrowding Total Overcrowding Households Percent Orange Co. % 365 64 2% 0% 8% 4% 261 90 626 9% 1% 3% 28% 19% 16% Source: U.S. Census, 2000. Note: Severe overcrowding is a subset of overcrowding. In 2000, there were 626 households living in overcrowded conditions in Yorba Linda, representing 3 percent of all households, significantly less than the 16 percent of overcrowding countywide. Approximately 9 percent of renter households were overcrowded, an increase of only 2 percent from 1990 levels when 7 percent of the City’s renters were overcrowded. This remains significantly less than the overcrowding rates for renter households Countywide. Severe overcrowding, which is defined as more than 1.5 persons per room, was low among renters, with only 90 renter households (1%) experiencing severe overcrowding. Figure 6 illustrates the geographic areas with the highest percentage of severely overcrowded rental housing. 2008-2014 HOUSING ELEMENT II-39 HOUSING NEEDS ASSESSMENT 2. Five-Year Projected Housing Needs California’s Housing Element law requires that each city and county develop local housing programs to meet its “fair share” of existing and future housing needs for all income groups, as determined by the jurisdiction’s Council of Governments. This “fair share” allocation concept seeks to ensure that each jurisdiction accepts responsibility for the housing needs of not only its resident population, but also for the jurisdiction’s projected share of regional housing growth across all income categories. Regional growth needs are defined as the number of units that would have to be added in each jurisdiction to accommodate the forecasted number of households, as well as the number of units that would have to be added to compensate for anticipated demolitions and changes to achieve an “ideal” vacancy rate. In the six-county southern California region, which includes Yorba Linda, the agency responsible for assigning these regional housing needs to each jurisdiction is the Southern California Association of Governments (SCAG). The regional growth allocation process begins with the State Department of Finance’s projection of Statewide housing demand for a five-year planning period, which is then apportioned by the State Department of Housing and Community Development (HCD) among each of the State’s official regions. SCAG has determined the projected housing need for its region for the 2008-2014 Housing Element cycle, and has allocated this housing need to each jurisdiction by income category. This is referred to as the Regional Housing Needs Assessment (RHNA) process. The RHNA represents the minimum number of housing units each community is required to provide “adequate sites” through zoning and is one of the primary threshold criteria necessary to achieve HCD approval of the Housing Element. In allocating the region’s future housing needs to jurisdictions, SCAG is required to take the following factors into consideration: Market demand for housing Employment opportunities Availability of suitable sites and public facilities Commuting patterns Type and tenure of housing Loss of units in assisted housing developments Over-concentration of lower income households Geological and topographical constraints As defined by the RHNA, Yorba Linda’s new construction need for the 2008-2014 period been established at 2,039 new units, distributed among the four income categories as shown in Table II-26. Yorba Linda recognizes that some of its development standards constrain housing development; however, the City continues to provide regulatory and financial incentives to encourage a variety of housing affordable 2008-2014 HOUSING ELEMENT II-40 HOUSING NEEDS ASSESSMENT to all economic levels, in order to accommodate its RHNA and contribute towards addressing the growing demand for housing in the Southern California region. Table II-26 Regional Housing Needs Assessment 2008-2014 Income Level Percent of AMI* Units Percent 230 11.3% Extremely Low** 0-30% 230 11.3% Very Low 31-50% 371 18.2% Low 51-80% 412 20.2% Moderate 81-120% 796 39.0% Above Moderate 120%+ 2,039 100% Total Source: http://SCAG.ca.gov.gov/Housing/rhna.htm * AMI - Area Median Income ** An estimated half of City’s 460 very low income housing needs (230 units) are for extremely low income households earning less than 30% AMI 2008-2014 HOUSING ELEMENT II-41 HOUSING NEEDS ASSESSMENT III. HOUSING CONSTRAINTS The provision of adequate and affordable housing can be constrained by a number of factors. This section assesses the various governmental, market, infrastructure and environmental factors that may serve as a potential constraint to housing development and improvement in Yorba Linda. A. GOVERNMENTAL CONSTRAINTS 1. Land Use Controls The Yorba Linda General Plan and Zoning and Subdivision Ordinance provide for a range of residential land use designations/zones in the City: Low Density Residential (R-A – Residential Agricultural, RLD – Residential LowDensity) – Designated for the steep terrain along the northerly and easterly boundaries of the planning area. Maximum density is 1 unit per acre, with clustering permitted at greater intensities to compensate for topographical constraints. Medium Low Density Residential (R-E – Residential Estate) – Intended for spacious single family homes. Lot sizes typically range from one-third to half an acre per dwelling unit. This category has been allocated in some cases to respond to terrain with topographical constraints. Maximum density is 1.8 dwelling units per acre. Medium Density Residential (R-S – Residential Suburban) – Designated for singlefamily detached residential subdivisions, or more innovative subdivision planning allowing clustered development in conjunction with provision of recreational facilities and preservation of open spaces. This designation is prevalent in the City’s central and eastern portions. Average density is 3.0 dwelling units per acre. Medium High Residential (R-U – Residential Urban) – Includes many of the older portions on the west side and newer developments in the City’s central and eastern portions. This category reflects conditions which include acreage of limited size for development and property with locational restrictions. Maximum density is 4.0 dwelling units per acre. High Density Residential (R-M – Residential Multiple-Family) – Permits a variety of housing ranging from single-family detached homes to attached products and apartments. Average density ranges from 4.0 to 10.0 dwelling units per acre. 2008-2014 HOUSING ELEMENT III-1 HOUSING CONSTRAINTS Yorba Linda’s residential development standards are summarized in Table III-1. Table III-1 Residential Development Standards Minimum Parcel Size (sq.ft.) R-A RLD R-E R-S R-U R-M SH* 1 acre 39,000 15,000 10,000 7,500 2 acres N/A N/A 20 130 110 100 80 75 135 (corner); 165 (interior) 40 35 30 25 20 20 Side (ft.) 10% of lot width; at least 10 ft 10 Street Side (ft.) 10% of lot width; at least 10 ft 10 10 10 10 25 25 20 20 35 ft or 2 stories 35 ft or 2 stories 35 ft or 2 stories + ½ story for partially underground parking Studio 550; 1 bed 675; 2 bed 700; 3 bed 900; Detached min 1,000 Width (ft.) Minimum Setbacks Front (ft.) Rear (ft.) 45 Maximum Height (ft.) 40 35 ft or 2 stories 25 35 ft or 2 stories 35 ft or 2 stories 35 ft or 2 stories At least 5 ft.; with cumulative total of 20 ft. 10 (SF – 10 combined) 1,500 1,500 1,500 1,500 1,300 Attached Units: Bachelor-750; 1 bed-900; 2 bed-1,000; 3 bed-1,200 35 35 35 35 40 35 55% SF; 65% MF Minimum % Landscaped Open Area N/A N/A N/A N/A N/A 35 Greater of 20% or 100 sq ft per unit Private Open Space N/A N/A N/A N/A N/A N/A 50 sq ft per unit Maximum Density 1.0 1.0 1.8 3.0 4.0 10.0 Minimum Unit Size (sq. ft.) Max. % Lot Coverage Parking Standards Studio Single Family Multi-Family 1 bed 2 bed 4+ bed 2 covered spaces per dwelling unit, plus one covered or uncovered space per dwelling unit 2 covered spaces per dwelling unit, plus one covered or uncovered space per dwelling unit 1 covered SH Attached Units 1 covered; 0.6 uncovered 1 covered; 0.8 uncovered 1 covered; 1.0 uncovered Plus 0.5 uncovered for each bedroom above 3 bedrooms .25 spaces SH Guest - Attached Units SH Detached Units 3 bed Minimum 2 covered and 1.0 guest; guest can be met by on-street parking servicing the project Parking requirements can be reduced pursuant to a parking study Senior Housing * SH is the Special Housing Combining Zone which provides greater flexibility in standards to encourage development of affordable and senior housing. 2008-2014 HOUSING ELEMENT III-2 HOUSING CONSTRAINTS Yorba Linda’s development standards have been established to ensure the continued quality of development in the community. However, some of these standards may add significant costs to development and serve as a constraint to lower priced units. For example, the density restrictions, minimum dwelling unit sizes, and height restrictions in the RM zone make it difficult for development of affordable multi-family housing. The City does, however, provide various incentives and regulatory concessions to facilitate provision of affordable housing through the Special Housing (SH) zone. The Planned Development zone provides for modified development standards and clustered development as a means of directing development away from more sensitive areas. Special Housing (SH) Combining Zone Development standards for the SH Combining Zone are provided in Table III-1. This zone is intended to facilitate both affordable and senior housing developments, and replaces the City’s prior AH (Affordable Housing) and SC (Senior Citizen) combining zones. The SH zone functions as an overlay to the underlying zone district, providing greater flexibility in development standards to assist in making units economically viable while assuring a high degree of quality and long-term affordability. Other provisions of the SH Combining Zone include: − − − − Densities shall not be more than allowed by the General Plan, except as may be provided through the granting of SH incentives. “Density averaging” may be used on a project-wide basis so as to permit higher density levels in certain project portions in exchange for advantageous project design features. Building height may be increased by one-half story to accommodate parking partially constructed underground. All public streets within or abutting the development shall be dedicated and improved to City specifications. The design of the project shall promote privacy, security, and use of passive solar heating and cooling, through placement of walls, windows, and landscaping. The following additional development incentives may also be offered by the City to eligible projects: − − − − − − Density bonus increase of up to 100% of the existing maximum density, and, if necessary, modification of development and zoning standards which would otherwise inhibit use of the density bonus on the specific site; Fast track processing of development plans; Waiver of City fees, including but not limited to City-imposed development submittal and processing fees; Additional liberalization of development standards; Approval of mixed use zoning; and/or Combination of the above incentives or other valid proposals from the developer or City. 2008-2014 HOUSING ELEMENT III-3 HOUSING CONSTRAINTS Though no projects have been approved since the adoption of the SH Combining Zone, one project was permitted just prior to the adoption utilizing the Affordable Housing Combining Zone in the previous Zoning Code. The underlying zone was Commercial General. The project, Meta Housing, is a 44 unit family affordable apartment complex, with 5 units for extremely low income households (30% AMI); and 38 units for very low income households (from 40% to 50% AMI). The project site, encompassing 2.15 acres, received a density bonus of 100 percent and was developed at 20 units per acre. The unit mix is 8 two-bedroom and 36 three-bedroom units in 5 two-story, garden-style apartments. The project met all other zoning requirements (parking, set-backs, and height) with no variances needed. This indicates that Yorba Linda’s development standards do not constrain developments at 20 units per acre densities. Affordable Housing Density Bonus Density bonus incentives for affordable housing are incorporated within Section 18.18.040 of the Special Housing (SH) Combining Zone. The ordinance provides density incentives for projects that contain at least: − Twenty percent (20%) of the units for low income households; or − Ten percent (10%) of the units for very low income households; or − Fifty percent (50%) of the units for senior citizens. Development incentives for affordable housing include a relaxation of property development standards normally applied to housing in the City as well as a density bonus of up to 100 percent of the project site’s existing maximum density. If necessary to accommodate the density bonus, additional modifications of development and zoning standards may be granted. Section 18.18.060 provides additional relaxation of development standards for senior housing. Yorba Linda last updated its density bonus provisions in October 2004 as part of the new Zoning Code and as a means of implementing State density bonus law. However, when the State legislature passed SB 1818 (effective January 2005), major changes were made to State density bonus requirements, including significantly reducing the number of affordable units that a developer must provide to receive a density bonus. A program has been added to the Housing Element which identifies the parameters of the new density bonus program and establishes a time frame for Yorba Linda to update its current ordinance to conform with current State requirements. Planned Development (PD) Zone The Yorba Linda Zoning Code establishes a Planned Development (PD) Zone (Chapter 18.16, Article II) to facilitate large scale community planning on parcels two acres in size and larger. The purpose of the PD zone is to: Provide for development of parcels as coordinated, comprehensive projects 2008-2014 HOUSING ELEMENT III-4 HOUSING CONSTRAINTS Provide for a zone encompassing various types of land uses, such as singlefamily residential, multi-family housing, office areas, commercial centers, industrial parks or any public or semipublic use or combination of uses Facilitate development of infill areas by permitting greater flexibility, and consequently, more creative and imaginative designs Promote more economical and efficient use of the land while providing a variety of housing choices, a higher level of urban amenities and preservation of natural and scenic qualities of open spaces The PD zone provides for clustered, higher density developments above the density ceilings on portions of the property, provided that the overall average density is within the maximum established under the General Plan. Prior to submitting an application for a PD zone, the City encourages applicants to hold preliminary consultations with staff to obtain information and guidance before incurring expense in the preparation of plans, surveys, and other data. A development plan for the property is required to be submitted along with the application for PD zoning, and is subject to City Council approval. Mobile Home Park (MHP) Zone The Yorba Linda Zoning Code establishes a Mobile Home Park (MHP) Zone in Chapter 18.16, Article I, intended for the exclusive development of mobile home parks. The Planning Commission reviews and approves the design review of a proposed mobile home park development. The general development standards include the following: − − − − − − − Minimum site area: Minimum street frontage: Minimum unit space area: Setback adjoining a street: Setback interior lot line: Maximum height: Recreation area: 20 acres 250 feet 3,500 square feet 20 feet 15 feet 35 feet 150 square feet/unit space; 200 square feet/unit space for family parks Measure B (Yorba Linda Right-to-Vote Amendment) The highest density residential zone in Yorba Linda is the Residential Multiple-family zone (R-M), permitting up to 10 units per acre, or 20 units per acre with an affordable housing density bonus under the SH overlay. Due to voter approved passage of the 2006 Yorba Linda Right-to-Vote Initiative (Measure B), the City currently faces a significant constraint to development of housing at densities higher than the 10 unit per acre R-M density. Measure B requires a majority vote of the electorate for amendments to “planning policy documents” that increase residential density above the currently allowed density. These planning policy documents include: General Plan Land Use Element; Land Use Policy Map; Zoning Code; Zoning Map; Specific Plan; or Development Agreement. Major amendments to these planning policy documents are defined to include any of the following changes to the development standards which: 2008-2014 HOUSING ELEMENT III-5 HOUSING CONSTRAINTS Increase the number of residential units which may be constructed on a parcel designated for residential uses. Increase the number of separate parcels which may be created from an existing parcel. Changes any residential land use to allow any other land use. Changes any non-residential land use to allow any residential land use greater than ten (10) net dwelling units per acre or allow mixed-use. Increases the allowed maximum height of development. Provides for the private development of land owned by a government entity within five years of the date of the approval to develop the land. Repeals any of the Planning Policy Documents. Measure B also establishes a maximum height of 35 feet for all structures in the City. Exempted from the height limit are church steeples, public schools, and other structures exempted by state or federal law. This measure was, in part, a reaction to the potential development contemplated in the Town Center area. The proposed Town Center Master Plan would have allowed approximately 180 units at varying densities up to 25 units per acre. A key focus of Yorba Linda’s Housing Element update has been to identify suitable sites to accommodate the City’s regional housing needs for all income levels. Default densities of 30 units per acre are typically needed to accommodate affordability for lower income households, and densities of 10 to 20 units per acre are necessary for moderate income households. After an extensive public process, an inventory of proposed multi-family sites has been identified and incorporated within the Element. Subsequent to adoption of the Housing Element by City Council, the City plans to undertake a Measure B vote on the proposed multi-family sites. General Plan Update Yorba Linda is contemplating an update of its General Plan, with an estimated completion date of 2012. This update will provide the City with the opportunity to evaluate all the areas designated for multi-family development and to re-evaluate the sites proposed in this Housing Element update to be rezoned to accommodate 10 to 30 units per acre. During this comprehensive General Plan update, to the extent the Land Use Element is amended to allow increases in density, Measure B will require a ballot measure for approval. 2008-2014 HOUSING ELEMENT III-6 HOUSING CONSTRAINTS 2. Provision for a Variety of Housing Types Housing Element law specifies that jurisdictions must identify adequate sites to be made available though appropriate zoning and development standards to encourage the development of various types of housing for all economic segments of the population. Table III-2 summarizes the housing types permitted in each of the Yorba Linda zoning districts. Table III-2 Housing Types by Residential Zone Category Zoning District Housing Types Permitted Single-Family R-A RLD R-E R-S R-U R-M P P P P P P MHP Multiple-Family P 2 - 3 units PC 4+ units Condominiums, Townhouses, or Condominium Conversions Second Units P P P P PC PC P P Single Room Occupancy (SRO) PC Manufactured Housing P P P P P P Community Care Facilities P P P P P P PC PC PC PC PC PC P (6 or fewer) Community Care Facilities (7 or more) Transitional Housing/ Emergency Shelters Defined and allowed as Community Care Facilities Supportive Housing Not currently defined Farmworker Housing N/A P = Permitted PC = CUP by Planning Commission 2008-2014 HOUSING ELEMENT III-7 HOUSING CONSTRAINTS Second Units The passage of AB 1866 (effective July 2003) now requires local governments to use a ministerial process for second unit applications for the purpose of facilitating production of affordable housing. AB 1866 does allow cities to impose development standards on second units addressing issues such as building size, parking, height, setbacks, and lot coverage. In order to comply with the new law, the Yorba Linda City Council adopted Chapter 18.20, Article IX of the Zoning Code to permit second units as an accessory use in all single-family residential zone districts. The second unit may be within, attached to, or detached from the primary dwelling unit. The unit must fulfill the following conditions: − − − − − − − − − − The lot on which the second unit is proposed shall be a minimum of 15,000 square feet, contain one single-family primary dwelling conforming to all applicable zoning regulations, and have no more than one second unit. The second unit shall conform to the development standards applicable to the primary unit. The maximum size of the second unit shall not exceed 30 percent of the primary dwelling, or 1,200 square feet, whichever is less. A minimum of one covered parking space is required for each second unit. The owner of the property shall reside in either unit as a principal residence. This is a perpetual requirement that runs with the land. The second unit may be rented or leased, but shall not be sold or owned separately from the primary dwelling. Neither the primary dwelling nor the proposed second unit shall be a mobile home. The design and materials of the second unit shall be of like material with the primary dwelling. The second unit shall be designed and built to minimize visibility from the public right-of-way. There shall be no more than one exterior entrance and one exterior stairway on the font or street side of the second unit. Between January 2006 and May 1, 2008, the City has issued building permits for four second units. These units rent within levels affordable to moderate income households, defined as approximately $1,620 per month for studio units and $1,850 for one bedroom units. The City will include a program to promote second units as a means to address the City’s moderate income housing need, anticipating an additional six units through 2014 given past trends and the current economy. Single Room Occupancy (SRO) Single Room Occupancy (SRO) residences are small, one room units occupied by a single individual, and may either have shared or private kitchen and bathroom facilities. SROs are rented on a monthly basis typically without rental deposit, and can provide an entry point into the housing market for extremely low income individuals, formerly homeless and disabled persons. 2008-2014 HOUSING ELEMENT III-8 HOUSING CONSTRAINTS The City’s Zoning Code permits single room occupancy uses in the Residential Multiple Family (R-M) zone district with a conditional use permit. However, the Zoning Code does not include a definition or establish development standards for SROs. Therefore, this Housing Element includes a program to both define and establish parameters for the development of SRO residences. Manufactured Housing and Mobile Home Parks In compliance with State law, the Yorba Linda Zoning Code permits manufactured housing that meets the National Manufactured Home Construction and Safety Standards Act in any residential zoning district where single-family detached units are permitted. Manufactured/mobile homes are subject to the same property development standards with design review added to the permitting process. The City’s Zoning Code (Section 18.10.100.D) requires manufactured housing to be placed on a solid concrete or masonry foundation, with exterior siding and roofing as customarily used in singlefamily dwellings. Parking must comply with the requirements for any single-family dwelling. Mobile and manufactured homes are also permitted in the Mobile Home Park (MHP) Zone. The MHP Zone permits the development of mobile home parks subject to the standards presented above as incorporated from State law. There is currently one mobile home park comprising approximately 288 mobile homes in northwest Yorba Linda. There is also a manufacture housing development in eastern Yorba Linda with 202 units that was built in the early 1980s. Community Care Facilities The Lanterman Developmental Disabilities Services Act (Lanterman Act) is that part of California law that sets out the rights and responsibilities of persons with developmental disabilities. The Lanterman Act impacts local zoning ordinances by requiring the use of property for the care of six or fewer disabled persons to be classified as a residential use under zoning. More specifically, a State-authorized, certified or licensed family care home, foster home, or a group home serving six or fewer disabled persons or dependent and neglected children on a 24-hour-a-day basis is considered a residential use that is to be permitted in all residential zones. No local agency can impose stricter zoning or building and safety standards on these homes. Due to the unique characteristics of larger (more than six persons) community care facilities, most jurisdictions require a Use Permit to ensure neighborhood compatibility in the siting of these facilities. The Yorba Linda Zoning Code identifies “community care facility, small” (24-hour nonmedical care for six or fewer occupants) as a permitted use in all residential zoning districts, subject only to the development standards of the applicable zone. “Community care facility, large” (24-hour non-medical care for seven or more persons) is conditionally permitted in all residential zoning districts, subject to approval by the Planning Commission. 2008-2014 HOUSING ELEMENT III-9 HOUSING CONSTRAINTS Review of the California Community Care Licensing Division inventory of community care facilities identifies one adult residential facility in Yorba Linda that provides 24-hour non-medical care for adults ages 18-59 who are unable to provide for their own daily needs, providing capacity for 6 adults. The City has one group home for children with capacity for 6 children. The City has 27 residential care homes for the elderly, providing 441 beds for seniors age 60+ requiring 24-hour assisted living. The City’s regulations have served to provide needed housing opportunities for seniors and persons with disabilities, and do not treat such housing for persons differently based on the personal characteristics of the residents. Transitional Housing, Supportive Housing and Emergency Shelters Transitional housing is temporary housing (generally six months to two years) for a homeless individual or family who is transitioning to permanent housing. This housing can take several forms, including group housing or multi-family units, and often includes a supportive services component to allow individuals to gain necessary life skills in support of independent living. Yorba Linda currently permits transitional housing as a “Community Care Facility”. With six or fewer persons, this use is permitted by right in all residential zones. With more than six persons, this use is permitted in all residential zones, including the MHP, PD and OSR zones (residential portions only), subject to a Conditional Use Permit. Supportive housing is generally defined as permanent, affordable housing with on-site services that help residents transition into stable, more productive lives. Services may include childcare, after-school tutoring, career counseling, etc. Most transitional housing includes a supportive services component. The City of Yorba Linda does not currently define supportive housing. However, supportive housing is considered a residential use, provided supportive services are ancillary to the primary use. Therefore, the City has included a program in this Housing Element to both provide definitions for supportive housing, and permit these uses as “Community Care Facilities” within residential zoning districts subject to the same standards as other residential uses. The Yorba Linda Zoning Code defines an emergency shelter as “a facility that provides shelter to homeless families and/or individuals on a limited short-term basis.” The Yorba Linda Zoning Code permits emergency shelters as “Community Care Facilities”. With six or fewer persons, this use is permitted by right in all residential zones. With more than six persons, this use is permitted in all residential zones, including the MHP, PD and OSR zones (residential portions only), subject to a Conditional Use Permit. Recent changes in State law (SB 2), require jurisdictions with an unmet need for emergency shelters to identify a zone(s) where emergency shelters will be allowed as a permitted use without a conditional use or other discretionary permit. The identified zone must have sufficient capacity to accommodate the shelter need, and at a minimum provide capacity for at least one year-round shelter. Permit processing, development and management standards for emergency shelters must be objective and facilitate the development of, or conversion to, emergency shelters. 2008-2014 HOUSING ELEMENT III-10 HOUSING CONSTRAINTS Pursuant to SB 2, Yorba Linda has conducted a staff level review of its zoning districts and has determined that the Light Manufacturing (M-1) Zone is the most conducive to provision of an emergency homeless shelter by right. The M-1 Zone is intended to allow uses light industrial and limited service commercial uses that can meet high performance standards, but that frequently do not meet the site development standards appropriate to planned research and development parks. The zone is appropriate for research and development, assembly and/or storage of products, and wholesale facilities. More intense uses require a Conditional Use Permit. The Light Industrial designation has been applied to 288.3 acres of land within the planning area, including areas along La Palma Avenue in the southeast portion of the City in close proximity to the AT&SF Railroad and the Riverside Freeway and in SAVI Ranch area. Industrial uses are also found in the vicinity of Prospect Avenue and Imperial Highway. These sites have reasonable access to public transit. Current uses in the area suitable for conversion to an emergency shelter include larger buildings and warehouses. There are sufficient properties within the City’s M-1 zone to provide opportunities for an emergency shelter. The City has included a program within the Housing Element to modify the Zoning Code to permit shelters in the M-1 Zone subject to the same development and management standards as other permitted uses in the zone. The M-1 district development standards are appropriate to facilitate emergency shelters, and can be summarized as follows: − − − − − − Minimum lot area: 10,000 square feet Front yard setback: 10 feet Interior side yard setback: none Rear Yard Setback: none; 100 feet adjacent to a Residential Zone Height: 35 feet Lot coverage, maximum: 60% In addition to application of M-1 development standards, pursuant to SB 2, the City can also specify written, objective standards to regulate the following aspects of emergency shelters to enhance compatibility: − − − − − − − − The maximum number of beds or persons permitted to be served nightly by the facility; Off-street parking based on demonstrated need, but not to exceed parking requirements for other residential or commercial uses in the same zone; The size and location of exterior and interior onsite waiting and client intake areas; The provision of onsite management; The proximity of other emergency shelters, provided that emergency shelters are not required to be more than 300 feet apart; The length of stay; Lighting; and Security during hours that the emergency shelter is in operation. 2008-2014 HOUSING ELEMENT III-11 HOUSING CONSTRAINTS Farm Employee Housing The Census identifies 26 Yorba Linda residents employed in farming, fishing and forestry occupations, representing only 0.1 percent of the City’s labor force. The City has limited parcels remaining in agricultural use. Therefore, given the extremely limited presence of farmworkers in the community, the City has not identified a need for specialized farmworker housing beyond overall programs for housing affordability. Accessibility Accommodations Both the federal Fair Housing Act and the California Fair Employment and Housing Act impose an affirmative duty on local governments to make reasonable accommodations (i.e. modifications or exceptions) in their zoning and other land use regulations when such accommodations may be necessary to afford disabled persons an equal opportunity to use and enjoy a dwelling. For example, it may be a reasonable accommodation to allow covered ramps in the setbacks of properties that have already been developed to accommodate residents with mobility impairments. For new construction, the City’s building code requires new housing to comply with the 1998 amendment to the Fair Housing Act, with multi-family development also subject to the Americans with Disabilities Act (ADA) standards. New apartment buildings are subject to requirements for unit “adaptability” on ground floor units. Adaptable units are built for easy conversion to disabled access, such as doorway and hallway widths, and added structural support in the bathroom to allow the addition of handrails. The City has conducted a review of zoning and building code requirements, and has not identified any barriers to the provision of accessible housing. Though Yorba Linda has not identified any constraints on the development, maintenance, and improvement of housing for persons with disabilities, the City has not developed specific procedures for requesting a reasonable accommodation. Therefore, as a means of facilitating such requests, the City has included a program in the Housing Element to develop procedures for reasonable accommodation requests with respect to zoning, permit processing, and building laws. 3. Site Improvements Developers of single-family residential tracts in the City are required to install arterial and local streets; sewer; water lines; storm drainage; curbs, gutters, sidewalks; street lighting; underground utilities; and landscaping in the public right-of-way within and adjacent to a tract. These facilities are in most cases dedicated to the City or other agencies that are responsible for maintenance. Without the site improvement requirement there are no other means of providing necessary infrastructure to the City's land parcels. Requirements for site improvements are at a level necessary to meet the City's costs and are necessary to protect health, safety, and welfare. 2008-2014 HOUSING ELEMENT III-12 HOUSING CONSTRAINTS The cost of these required off-site improvements vary with the sales price of each dwelling unit depending on the nature of development (i.e., hillside or flatland development). The City may also impose development fees on future housing developments in order to recover some of the cost of installing off-site improvements including upgrading the circulation system and other urban service systems to serve increased density. The developed portions of Yorba Linda have the majority of necessary infrastructure, such as streets, electrical and water facilities, already in place. Yorba Linda’s Circulation Element and Subdivision Ordinance establish the City’s street width standards. Commuter arterials are required to have a right-of-way width of 56 feet and a standard 40 foot curb-to-curb width, with two travel lanes and two parking lanes. The primary purpose of this roadway is to provide access to adjacent land uses in rural and residential areas. A Rural Secondary roadway has a right-of-way width of 80 feet with 64 feet to edge of pavement. This roadway is characterized by not having concrete curb, gutter and sidewalk. This roadway provides access to adjacent land uses and shall only be used in approved areas. 4. Development Fees The City collects various fees from development to cover the costs of processing permits, including fees for planning approvals, subdivision map act approvals, environmental review, public works and plan check services, and building permits, among others. In addition to these service fees associated with development processing, the City also charges several impact fees to offset the future impact of development on parks, and traffic and circulation. Table III-3 provides a listing of residential development fees in Yorba Linda. As a means of assessing the cost that fees contribute to development in Yorba Linda, the City has calculated the total Building, Planning and Engineering fees associated with development of two different residential prototypes. Table III-4 presents a single-family 3,000 square foot residence with four bedrooms, a 400 square foot garage and a valuation of approximately $516,000. The development fees for this single-family unit are approximately $25,850. The highest fees are the school fee (almost $9,000); the sewer connection fee (approximately $5,400 per unit); and the Eastern Transportation Corridor Fee (approximately $3,200). Table III-5 presents a condominium project with 50 units. The amount of the development fee is approximately $10,660 for one condominium unit. The highest fees for a multiple family unit are the school fees, the Eastern Transportation Corridor Fee and the Drainage Fee. In summary, Yorba Linda’s development fees represent a small proportion of the overall valuation of residential development; just five percent of the single-family residence and six percent of the condominium development. The fees are comparable to, if not lower than many Orange County jurisdictions and have not served as a constraint to development. In addition, AB 641 (2007) helps to address the cash flow problems inherent in many affordable housing projects during the construction phase. This 2008-2014 HOUSING ELEMENT III-13 HOUSING CONSTRAINTS legislation prohibits local governments from requiring payment of local developer fees on affordable housing projects prior to receiving a certificate of occupancy. Table III-3 Residential Development Fees PLANNING FEES Administrative Adjustments Annexation/Detachment Certificate of Compliance Subdivisions Conditional Use Permit - Single-Family - All Others Design Review Development Agreement Development Plan Environmental Evaluation - Set Fee Applications - Actual Cost Applications Environmental Mitigation Monitoring General Plan Amendment Lot Line Adjustment Preliminary Project Review - Minor - Major Second Unit Request Specific Plan Tentative Parcel Map Tentative Tract Map Minor Change of Approved Tent. Tract Map - Public Hearing Required - No Public Hearing Required Revised Tentative Tract Map Final Tract Map Amendment Variance Zone Change (incldng pre-annexation) Zoning Ordinance Amendments Zoning Review of Bldg Permit Apps IMPACT FEES School Impact Fee Sewer Connection Fee - 1 bedroom - 2 bedrooms - 3 bedrooms - 4 bedrooms - 5+ bedrooms Park Development Fee - Single-Family Dwelling - Multiple-Family Dwelling Eastern Transportation Corridor Fee - Single-Family Residence - Multi-Family Residence Traffic Mitigation Fee (County Measure M) Hourly Rate $108 set fee $108/hour $600 set fee Initial Deposit $1,500 $108/hour $108/hour $108/hour $108/hour $108/hour $500 $1,000 $500 $3,000 $1,500 No charge $108/hour $108/hour $108/hour $108/hour n/a Use Application Deposit Case by Case Basis $4,000 $500 None $108/hour $108 set fee $108/hour $108/hour $108/hour n/a $1,000 n/a $5,000 $2,500 $2,500 $108/hour $180 set fee $108/hour $108/hour $108/hour $108/hour $108/hour $108/hour $750 n/a $1,000 $1,000 $1,000 $3,000 $2,000 Use Application Deposit Fee Amount $2.97/square foot $2,797 $3,657 $4,517 $5,377 $6,278 $1,902 per lot $1,212 per unit $3,246 per lot $1,889 per unit $600 per dwelling Source: City of Yorba Linda Community Development Department, 2008. 2008-2014 HOUSING ELEMENT III-14 HOUSING CONSTRAINTS Table III-4 Development Fees: Low-Density Residential Development Type of Fee Plan Check Energy plan check Building Permit Electrical Permit Plumbing Permit Mechanical Permit Seismic Motion Study (SMS) Microfilm School Fee ($2.97 per sq. ft.) Subtotal Building Fees Per Unit Fee $ 1,942.46 194.25 2,589.95 392.00 277.00 211.00 51.63 160.00 8,910.00 $ 14,728.29 Park and Recreation Fee Sanitary Sewer Connection Fee Eastern Transportation Corridor Fee Traffic Impact/Mitigation Fee Subtotal Engineering Fees TOTAL FEES $ 1,902.00 5,377.00 3,246.00 600.00 $ 11,125.00 $ 25,853.29 Source: City of Yorba Linda, 2008 Assumptions: 3,000 sq.ft unit + 400 sq.ft garage. $516,321 building valuation. Table III-5 Development Fees: Prototypical Condominium Project Type of Fee Plan Check Building Permit Electrical Permit Mechanical Permit Plumbing Permit Energy Plan Check Seismic Motion Study School Fee ($2.97 per square foot) Subtotal Building Fees Design Review Tract Map Conditional Use Permit (CUP) Subtotal Planning Fees Final Tract Map Check (est.) Grading Plan Check/Permit (est.) Soil Report Review & Testing (est.) Improvement Plan Check/Insp (est.) Drainage Fee Master Plan of Sewers Fee Traffic Impact Mitigation Fee Eastern Transportation Corridor Fee Subtotal Engineering Fees TOTAL PROECT FEES TOTAL FEES PER UNIT Total Project Fee 23,010.00 52,885.00 13,210.00 6,685.00 9,540.00 3,080.00 890.00 166,320.00 $275,620.00 $500.00 2,500.00 1,000.00 $4,000.00 $ 2,000.00 18,000.00 4,000.00 35,000,00 70,000.00 1,825.00 30,000.00 96,550.00 $ 257,375.00 $532,995.00 $10,660.00 Source: City of Yorba Linda, 2008. Assumptions: 50 units: 5 6-plexes and 5 4-plexes. Mix of 1,000 and 1,200 sq.ft. units plus 400 sq. ft. garages. Plan Check fees = 75% of building permit for first building, and 45% x 4 of plan check fee for the other four buildings for both 6-plexes and 4-plexes. 2008-2014 HOUSING ELEMENT III-15 HOUSING CONSTRAINTS 5. Local Processing and Permit Procedures The evaluation and review process required by City procedures contributes to the cost of housing in which developer holding costs are incurred. The Planning Commission in Yorba Linda is entrusted with approval of applications. The Commission’s decision may be appealed to the City Council. Yorba Linda’s development review process involves concurrent review by staff and concurrent review and approval by the Planning Commission. For example, a condominium project would submit concurrent applications for a subdivision tract map, a conditional use permit for the site and development plan (any multi-family project with 4 or more units), and design review for the architecture of the buildings. All applications are reviewed by staff and then submitted to the Planning Commission for review and approval. Design standards and guidelines are provided in Chapter 18.26 of the Zoning Code. The Chapter provides standards for design of parking structures, lighting, mechanical equipment, roofs, and chimneys; height determination; public access; exterior buildings/structure walls; trash enclosures; screening; fences, walls, and hedges; perimeter walls/fencing; and street dedications and improvements. Guidelines for design are also provided addressing building articulation, signage, landscaping, new additions to existing buildings, compatibility with adjacent uses, and promotion of improving air quality and promoting energy conservation. As with the subdivision tract map and the conditional use permit, the Planning Commission has the authority to approve the design. Residential projects in Yorba Linda generally receive concurrent processing and receive approval from the Planning Commission. Table III-6 compares typical processing times for residential projects in Yorba Linda, Cypress, Huntington Beach, Costa Mesa, Irvine, and Orange County. The times for the usual development process in Yorba Linda are comparable or slightly less than most of these communities. Due to concurrent processing of the conditional use permit with design review and a tract map, if required, the City does not intend to alter this process for market rate housing. However, the City will evaluate the requirement for a conditional use process as part of the rezoning program, particularly as it applies to affordable housing. 2008-2014 HOUSING ELEMENT III-16 HOUSING CONSTRAINTS Table III-6 Development Processing Times in Yorba Linda and Nearby Communities (in months) Yorba Linda Cypress Costa Mesa Huntington Beach Irvine Orange County 6-9 3-6 2-5 6 -12 9 12 - 24 6-9 3-6 2-5 6 - 12 9 18 for undeveloped1; 4 - 8 for infill 2-3 1.5 - 2 2-3 (Zoning Admin) 2-3 (Zoning Adm) 4-6 (Plng Comm) 4-6 EIR 9 - 12 3-4 4-6 6 12 6-9 Tentative Tract 2-3 1.5 - 2 2-3 4-6 4-6 1 - 22 2 weeks 2-3 weeks 2-3 1 1 3 - 63 2-3 N/A 2-3 3-4 4 1-2 2-3 Initial check 10 days; Recheck 2 days 3 - 4 wks 1 Process General Plan Amendment Zone Change Conditional Use Permit/ Variance Site Plan Review (Staff) Site Plan Review (Plng Comm) Plan Checking/ Building Permits 3-4 1 - 1.5 Source: City of Yorba Linda, June 2008; City of Cypress, Draft Housing Element, June 2008; City of Huntington Beach Draft Housing Element, March 2008 Notes: 1. Often processed concurrently with a General Plan Amendment 2. Assumes all discretionary approvals secured and no new environmental documentation needed 3. Depending on environmental needs 6. Building Code As required of all jurisdictions in California, Yorba Linda has adopted the latest (2007) California Building Code, which incorporates the most recent (2006) International Building Code. This new Building Code establishes construction standards necessary to protect public health, safety and welfare. While the new Codes will bring California building codes into consistency with the rest of the country, changes from the current State Building Code are anticipated to increase the costs of development. The City adopted a local amendment to the Building Code requiring an on-site, automatic fire-sprinkler systems in all new residential construction with a floor area of 5,500 or greater attached square feet. This is due to the hot, dry and strong Santa Ana winds, particularly in the fall and spring seasons and the potential of fires. 2008-2014 HOUSING ELEMENT III-17 HOUSING CONSTRAINTS B. MARKET CONSTRAINTS 1. Availability of Financing The availability of financing in a community depends on a number of factors, including the type of lending institutions active in the community, lending practices, rates and fees charged, laws and regulations governing financial institutions, and equal access to those institutions. Through analysis of Home Mortgage Disclosure Act (HMDA) data on the disposition of residential loan applications, an assessment can be made of the availability of residential financing within a community. Residential lending activity in Yorba Linda consisted of 3,150 applications for conventional home purchase loans in 2006. Table III-7 provides information on the status of home purchase loan applications in both Yorba Linda and Orange County. As illustrated by this table, at 70 percent, the loan approval rate in Yorba Linda was significantly higher than the 65 percent approval Countywide; tighter mortgage lending standards can be evidenced in the decline from the County’s 69 percent loan approval rate in 2005. Review of loan approvals by census tract identifies one census tract in Yorba Linda with loan approval rates more than five percentage points below the citywide average. Census tract 218.26, located in southeastern Yorba Linda adjacent to the railroad right-of-way (refer to Figure 1) evidenced a mortgage loan approval rate of just 63 percent on the total 103 loan applications in this census tract. This data would indicate this area could benefit from targeted outreach and marketing of the homeownership assistance programs to help to improve access to credit. Table III-7 Status of Home Purchase Loans 2006 Yorba Linda and Orange County MSA Loans Approved # Loan Applications % of Total Loans Denied Yorba Linda 2,208 Orange Co. 58,211 Yorba Linda 538 Orange Co. 18,422 Loans Withdrawn/Incomplete Yorba Linda Orange Co. 404 12,588 70% 65% 17% 21% 13% 14% Source: Home Mortgage Disclosure Act Data, 2006. Compiled by Karen Warner Associates. Note: Approved loans include: loans originated and applications approved but not accepted. 2. Price of Land The availability and price of land represents a significant market constraint to housing production throughout most of Southern California. The Meta Housing site of 2.15 acres was acquired in 2004 by the developer at a cost of $2.65 million or $1.23 million per acre. The Yorba Linda Redevelopment Agency plays an important role in both land assembly and land write-down in support of affordable housing. 2008-2014 HOUSING ELEMENT III-18 HOUSING CONSTRAINTS 3. Cost of Construction The cost of building materials for residential construction has risen dramatically in recent years. According to the U.S. Department of Labor, the overall cost of residential construction materials rose 22 percent between 2004-2006, with steel costs increasing 63 percent and the cost of cement increasing 27 percent. However, with the slow down in the real estate market, the price of construction materials is showing a decrease of 1-2 percent from last year. The 2 percent increase in overall construction costs experienced over the past year is primarily due to increased labor costs.1 Hard construction costs include building shell costs, on and off-site improvements, parking and all contractor costs.2 Construction costs for high density apartment (20 units per acre) development run around $150,000 per unit, including $10,000 per unit for structured parking. Hard construction costs for development of medium density (15 units per acre) condominiums over podium parking run approximately $200,000 per unit, including $35,000 per unit for the parking structure. Another factor related to construction costs is the number of units built at one time. As that number increases, overall costs generally decrease as builders are able to take advantage of the benefits of economies of scale. A reduction in amenities and the quality of building materials (above a minimum acceptability for health, safety, and adequate performance) can result in lower development costs. This could become part of the revision to the City’s density bonus provisions as well as the proposed inclusionary zoning ordinance. 1 www.dcd.com/pdf_files/0710trends.pdf Contractor costs encompass the contractor’s fee, general conditions, insurance and bonds, and construction contingency. 2 2008-2014 HOUSING ELEMENT III-19 HOUSING CONSTRAINTS C. ENVIRONMENTAL AND INFRASTRUCTURE CONSTRAINTS A wide range of environmental factors may constrain the development of new housing in Yorba Linda. The largest concentrations of undeveloped lands for new residential development are along the City’s north and northeastern periphery extending into the foothills and hillsides of the Sphere of Influence. These areas are likely to contain environmental habitats and constraints on development, such as steep slopes, wild/brush fire potential, landslides, necessity for reclamation of oil operations, and so on. Historically, development has varied in the degree and sensitivity to which it has accounted for these constraints. Most have sited housing units in ways to maintain the hillside’s unique character and resources. Others have extended typical flatland subdivisions into the hillside, using mass grading altering natural resources and landform. As development demands and pressures persist, the extent to which development will be permitted on the City’s hillsides is of particular concern. Areas of special environmental significance, potential safety hazards, and development constraints will influence land use policy. The City of Yorba Linda Safety Element identifies a number of environmental constraints for the City, including slope stability, wildfire, flooding, seismic hazards, and oil well hazards. The Yorba Linda General Plan recognizes these hazards and identifies programs to minimize them. The availability of public infrastructure and services for residential development is another potential constraint to the development of housing. The following are more detailed discussions of these environmental constraints and hazards which affect, in varying degrees, existing and future residential developments. 1. Slope Stability – Landslides and Subsidence As the City’s Safety Element points out, slope stability is a serious geologic problem in the northern and eastern portions of the City. This area is underlain by siltstone and interbedded sandstone of the Puente Formation and are often the most prone to landsliding and other forms of slope failure. Along Telegraph Canyon and other eastwest trending canyons, landslides are more common than on south-facing slopes which are typically underlain by thick soil and slopewash. Soil creep and shallow slope failures also occur more on the east-west trending slopes. 2. Wildfire Yorba Linda is subject to wildfires due to the steep terrain, highly flammable vegetation of adjacent Chino Hills and the high winds (Santa Ana winds) that correspond with seasonal dry periods. Major fires have threatened the City in the past. High wildfire hazard areas include the northern and eastern portions of the City. Since 1980, the Yorba Linda area has experienced 25 separate wildland fires, burning a total of 82,734 acres; single events range from one to nearly 20,000 acres. Until the recent Freeway Complex Fire, the most notable and devastating of these were the 1982 2008-2014 HOUSING ELEMENT III-20 HOUSING CONSTRAINTS Gypsum Incident (19,986 acres), the 1980 Owl Incident (18,332 acres), the 1980 Carbon Canyon Incident (14,613 acres) and the 2006 Sierra Peak Incident (10,506 acres). The commonality of each of these larger fires is the Santa Ana Wind and the effect it has on vegetation and fire behavior. The Santa Ana Canyon funnels the wind, increasing its speed and magnifying the effects on the available fuel bed. The frequency of fire in this area has allowed non-native vegetation of volatile grasses and weeds to become the dominate fuel type. On November 15, 2008, Yorba Linda experienced the Freeway Complex Fire. The Orange County Fire Authority’s preliminary report (December 2, 2008) on the fire indicated that the fire consumed 30,305 acres; destroyed 187 residential structures (including multi-family residential buildings) and damaged 127 residential structures. Four commercial properties were destroyed or damaged, along with 43 outbuildings. 3. Flooding The City has within its boundaries a number of identified 100-year floodplains. A 100year floodplain is defined as an area that has a one percent or greater chance of experiencing a flood inundation in any given year. The floodplain areas in Yorba Linda has been established by the Federal Emergency Management Agency (FEMA) and are shown on Flood Insurance Rate Maps (FIRMS). The 100-year floodplain poses minimal threats to developed lands in the City. The City has designated these areas as “Open Space,” with a zoning designation overlay of Floodplain (FP-2). Allowable uses in floodplain areas are limited to flood control and roadway projects, temporary structures, agricultural uses, parks and wildlife/natural preserves and open space. 4. Seismic Hazards Like most other cities in Southern California, Yorba Linda is at risk of suffering structural damage and loss of life during an earthquake of significant magnitude. The following regional and local active and potentially active faults are all potentially hazardous to the City: Whittier, Elsinore, San Andreas, Newport-Inglewood, Peralta Hills, Chino and San Jacinto. In particular, the Whittier fault line cuts across Yorba Linda diagonally (northwest/southeast orientation). The Whittier fault zone (including Whittier, Elsinore, and Chino faults) is an Alquist-Priolo Special Studies Zone. Surface fault rupture hazard is high within the boundaries of this zone, according to the Safety Element. Yorba Linda is located between 4 and 32 miles of the other faults with groundshaking hazards from each of the faults. Most areas of Yorba Linda are assumed to be at low risk for liquefaction hazards, since the water table in most places is deeper than 50 feet. The other threat in an earthquake is damage to structures. In Yorba Linda, unreinforced masonry structures, built prior to 1930, are the primary concern. Such remaining structures are most likely to be found in the downtown area. 2008-2014 HOUSING ELEMENT III-21 HOUSING CONSTRAINTS 5. Oil Well Hazards The Yorba Linda oil field is primarily located in the northern area of the City. The topography of the field is hilly with ground elevations ranging from approximately 400 to 650 feet above sea level. Issues related to the oil field include occasional spills of crude oil and groundwater contamination. More long-term issues involve the decommissioning of the oil field, abandonment of the wells and development of ht earea after it is no longer used as an oil field. Wells must be vented to the atmosphere and plugged for several hundred feet with cement or clay-based mud according to the specifications in the Abandonment/Reabandonment Guidelines published by the Division. 6. Public Services and Facilities The majority of Yorba Linda has the necessary infrastructure, streets, electrical lines, and water distribution, already in place for new development. New development is able to tap into existing water and sewer lateral lines, with no new sewer or water mains necessary. The City’s 1993 General Plan identifies adequate infrastructure and public service capacity to accommodate the City’s regional housing needs of 2,039 additional dwelling units during the 2008-2014 Housing Element planning period. In 1990, Orange County voters approved Measure M, the Revised Traffic Improvement and Growth Management Ordinance, which provides funding to Orange County for needed transportation improvements over a 20-year period through the imposition of a one-half cent retail transaction and use tax. Cities such as Yorba Linda can qualify for Measure M funds if they comply with the Countywide Growth Management Program component requirements and have an established policy framework for that Program. As part of the Program, Yorba Linda implemented a development mitigation program establishing the following fees: Eastern Transportation Corridor Fee and a Traffic Impact/Mitigation Fee. The City has established a Capital Improvement Program for the transportation systems improvements to effectively manage the system based on the OCTA timetables. This is an on-going, consistently updated program in Yorba Linda. The City also participates in a variety of inter-jurisdictional efforts, related to Measure M; City and County impact fees; traffic and land use; jobs/housing balance; Facility Implementation Plans; and coordination of growth projections for the City and the County. These efforts enable Yorba Linda to coordinate the provision of public services and adequate facilities with other adjacent cities and the County of Orange. 2008-2014 HOUSING ELEMENT III-22 HOUSING CONSTRAINTS IV. HOUSING RESOURCES This chapter describes and analyzes resources available for the development, rehabilitation, and preservation of housing in the City of Yorba Linda. The first section begins with an overview of the availability of residential sites for future housing development, and the adequacy of these sites to address the City’s identified share of future housing needs. The following section presents financial resources available to support in the provision of affordable housing in the community. The next section presents administrative resources available to assist in implementing the City’s housing programs. The final section is an overview of energy conservation and green building resources available to the City and its residents. A. AVAILABILITY OF SITES FOR HOUSING SCAG has determined the projected housing need for its region for the 2008-2014 Housing Element cycle, and has allocated this housing need to each jurisdiction by income category. This Regional Housing Needs Assessment (RHNA) represents the minimum number of housing units each community is required to plan for by providing “adequate sites” through the general plan and zoning. An important component of the Housing Element is the identification of adequate sites for future housing development, and evaluation of the adequacy of these sites in fulfilling the City’s share of regional housing needs (RHNA). Yorba Linda has a RHNA allocation of 2,039 units distributed among the following income groups: 460 very low income (of which 230 are estimated as extremely low income); 371 low income; 412 moderate income; and 796 above moderate income units. The City will use the following methods to address its share of regional housing needs: • Identification of residentially zoned sites; • Rezoning vacant and underutilized sites to densities of 10, 20 and 30 units per acre; • Converting market rate housing to affordable units using the City’s committed assistance; and • Residential permits issued during the RHNA “gap period” (January 1, 2006 - May 1, 2008). 1. Available Sites and Sites for Rezoning The Vista Del Verde (Shell) Master Planned Community and the North Yorba Linda Estates represent the last significant areas for development within Yorba Linda’s current city limits. Both of these planned developments have received planning entitlements and are being built in phases, with 449 units in Vista Del Verde and 630 units in North Yorba Linda Estates remaining to be developed. With the exception of these two large 2008-2014 HOUSING ELEMENT IV-1 HOUSING RESOURCES hillside projects, remaining residentially zoned land is limited to a handful of low density sites, identified as Sites 4, 8, 9, 11, 12 and 13 in Table IV-1. In order to provide for additional residential development capacity and contribute towards addressing Yorba Linda’s regional housing growth needs, the Housing Element establishes a rezoning program to increase permitted densities on these and other identified site, as described later in this section. Housing Element statutes now provide for the use of “default densities” to assess affordability when evaluating the adequacy of sites to address the affordability targets established by the RHNA. Based on its population and location within Orange County, Yorba Linda falls within the default density of 30 units per acre for providing sites affordable to very low and low income households; sites suitable for moderate density households can be provided at 10 units per acre. As a result of Measure B, which requires a public vote for an increase in residential densities or change in non-residential zoning to residential at greater than 10 units per acre, Yorba Linda faces significant constraints in providing adequate sites which fulfill Housing Element density thresholds. Nonetheless, Yorba Linda is committed to making its best effort to address the diverse housing needs of the community. The City has conducted extensive community outreach and meetings with property owners to identify those sites most suitable for rezoning to multi-family use at 10+ units per acre. Sites recommended for redesignation were selected based on several factors: existing land use and feasibility for redevelopment within the planning period; neighborhood compatibility and community context; property owner interest; location within a Redevelopment Project Area; and an overriding goal to disperse affordable housing opportunities throughout the community. As presented in Table IV-1, 13 sites have been identified for proposed rezoning, totaling 48.24 acres, and include both existing residential and commercial zoned properties. Proposed densities vary from 10 to 30 units per acre and provide opportunities for the development of up to 1,087 units. As illustrated later in this chapter, the proposed rezonings will provide sufficient sites at densities suitable to address the City’s RHNA needs for all income levels. The Housing Element includes a rezoning program (Program 11) for these 13 sites. Prior to implementation of the rezoning, a ballot measure will be required to obtain voter approval, as stipulated by Measure B. 2008-2014 HOUSING ELEMENT IV-2 HOUSING RESOURCES Table IV-1 Sites for Rezoning at 10-30 units per acre Site No. Site Description Current Zoning Current Permitted Density Vacant Acres Underutilized Acres Potential Units Sites at 30 Units per Acre 1 Prospect (Greenhouse) C-G 2 Wabash & Rose C-G 3 4 5 6 Yorba Linda/ C-G Prospect SWC Bastanchury & PD Lakeview (middle parcel) (R-E/R-S) Old Canal Road Annex PD/Support Savi Ranch Commercial Mitsubishi Motors Site PD/Office Savi Ranch Commercial Subtotal at 30 units per acre (24.77 total acres) 4.11 1.8 - 3 du/ac 123 units 1.68 50 units 4.08 122 units 8.5 (of 17 acre block) 255 units 3.2 7.31 96 units 3.2 96 units 17.46 742 units Sites at 20 Units per Acre 7 8 9 Lakeview/ Strawberry-Field C-G (RDA owned) Lakeview/Altrudy R-S (RDA owned) SWC Bastanchury & PD Lakeview (eastern parcel) (R-E/R-S) Subtotal at 20 units per acre (14.19 total acres) 3 du/ac 4.70 94 units 2.39 47 units 1.8 - 3 du/ac 7.09 4.11 (of 17 acre block) 82 units 4.11 223 units 0.49 5 units Sites at 10 Units per Acre 10 Postal Annex SE Lemon & Eureka C-G 11 Nixon Archive R-E 1.8 du/ac 7.01 70 units 12 SWC Bastanchury & Lakeview (western parcel) PD (R-E/R-S) 1.8 - 3.0 du/ac 4.34 (of 17 acre block) 43 units 13 3741 Rose Drive R-U 4.0 du/ac 0.43 4 units 12.27 122 units 33.84 1,087 units Subtotal at 10 units per acre (11.84 total acres) TOTALS for all Multi-family Rezoning 48.24 acres @ 10-30 units per acre 14.40 Source: City of Yorba Linda Residential Sites Survey, April 2009. 2008-2014 HOUSING ELEMENT IV-3 HOUSING RESOURCES The following describes each of the proposed sites for rezoning, graphically depicted in Figure 7. Appendix B provides a more detailed listing of the sites, aerial maps of each site and the surrounding properties, and a listing of sites considered but not recommended. Sites Proposed for Rezoning to 30 Units per Acre The City is proposing six sites, comprising 24.77 acres, for rezoning to a residential density of 30 units per acre. Of these sites, two are vacant and four are underutilized. The rezoning of all six sites to a density of 30 units per acre requires approval of a ballot measure by a simple majority vote of the electorate, as stated in Measure B. These sites will provide densities suitable for the development of housing affordable to lower income households. Sites 1, 2 and 3 are all zoned Commercial-General (C-G). Site 1 on Prospect Avenue is comprised of 4.11 acres. The site is currently vacant, having been used as greenhouses in the recent past. The surrounding land uses include commercial to the south, west and east; and single family residential to the north. Site 2 located at Wabash and Rose, is currently used as storage for recreational vehicles. Surrounding uses include a mobile home park to the north (across Wabash Avenue), commercial uses to the south and west (across North Rose Drive), and adjacent single family residential uses to the east. Development of this 1.68 acre site as multi-family residential would provide a good transition between the adjacent single family and commercial uses. Site 2 is also accessible to public transportation. Site 3 is 4.08 acres located at Yorba Linda and Prospect. The site is currently occupied by St. Joseph’s medical office. The property owners are working with the City to quickly develop a replacement office building at Bastanchury and Rose. Upon completion of the replacement office building, the owners plan to sell Site 3. This site is surrounded by single family uses immediately adjacent on the north and east; a multi-family residential use across Prospect to the west; and both commercial and single family residential uses across the busy Yorba Linda Boulevard. Site 4 is the middle parcel (8.5 acres) of a 17 acre block currently zoned Planned Development (PD) for Residential-Estate/Residential-Suburban (R-E/R-S), allowing densities of 1.8 to 3 units per acre. The City is proposing rezoning for the entire block, with the highest density of 30 units per acre to be located on this center parcel Site 4. The eastern parcel (Site 10) is proposed for rezoning to 20 units per acre; while the western parcel (Site 12) is proposed for rezoning to 10 units per acre. Sites 10 and 12 help to create a buffer between the surrounding single family uses and the higher density proposed for Site 4. The site is currently used as a wholesale landscape nursery. Adjacent uses to the south include Mabel Paine Elementary School and single family residential. To the north is a vacant site entitled for 50 single family homes, located across Bastanchury Boulevard. Sites 5 and 6, each 3.2 acres zoned Planned Development (PD) for Commercial-Office (C-O), are located within the Savi Ranch planned development. The Savi Ranch Center 2008-2014 HOUSING ELEMENT IV-4 HOUSING RESOURCES is a suburban retail, restaurant and office development located in eastern Yorba Linda. The City is interested in introducing higher density housing in Savi Ranch to create a vibrant, mixed use environment, and has identified two available sites suitable for mixeduse with an allowed residential density of 30 units per acre. Site 5 is a vacant, 3.2 acre site currently offered for sale. An extended stay hotel abuts the site to the south, with arterial roadways surrounding the site on its three other sides. Immediately east of this site is Site 6, also 3.2 acres in size, which previously had been developed as an automobile dealership and now sits vacant. A retail center is developed to the east of Site 6, and the Riverside Freeway lies to the south. The owners of both properties are very supportive of rezoning to mixed-use with a higher residential density of 30 units per acre. Sites Proposed for Rezoning to 20 Units per Acre The City is proposing to rezone three sites, comprising 11.20 acres, to accommodate residential development at a density of 20 units per acre. Two of the three sites are vacant and one is underutilized. Rezoning of these sites to a density of 20 units per acre requires approval by a simple majority vote of the electorate, as stated in Measure B. These sites will provide opportunities for the development of housing affordable to moderate income households. Sites 7 and 8 are vacant and owned by the Yorba Linda Redevelopment Agency. Site 7, the Lakeview/Strawberry-Field property, is 4.7 acres and is zoned Commercial-General (C-G) It is surrounded by single family uses to the east, commercial uses to the north and south, and other residential uses across Lakeview to the west. Site 8, the Lakeview/Altrudy site, is 2.39 acres and is zoned Residential-Suburban (R-S). It is surrounded by residential uses, single family to the west, north and east, and multi-family to the south, including a senior housing development. The two sites are being considered as part of the Town Center development. The Town Center Blue Ribbon Committee report to City Council (February 2008) recognized the need for housing in the Town Center, particularly on the Redevelopment Agency owned parcels acquired with Agency housing funds. The City’s updated Housing Element includes Program 12 to develop the Town Center Plan with a variety of housing types consistent with the character of the area. City Council recently approved a contract with a planning consultant to begin developing a specific plan for the Town Center, including these two Agency-owned sites. Site 9 is the eastern portion of the 17 acre block at Bastanchury and Lakeview. This parcel is 4.11 acres and is zoned PD (R-E/R-S). The City proposes rezoning Site 9 to a density of 20 units an acre, creating a transition between the proposed 30 units per acre density for the middle parcel in the block and the single family uses directly adjacent to the south and across Lakeview to the east. The site is currently used as horse stables and a riding academy. The owner has expressed interest in the proposed rezoning to multi-family residential. 2008-2014 HOUSING ELEMENT IV-5 HOUSING RESOURCES Sites Proposed for Rezoning to 10 Units per Acre The City is proposing to rezone four sites, comprising 12.27 acres, to accommodate residential development at a density of 10 units per acre. All four sites are underutilized. One site is commercially zoned and does not require a Measure B vote, while the other three sites are residentially zoned and require approval by a simple majority vote of the electorate for rezoning.. These sites will provide opportunities for the development of housing affordable to moderate income households. Site 10 is located on the southeast corner of Lemon Drive and Eureka Avenue. This 0.49 acre site is zoned C-G and is currently used as a retail strip center. The Yorba Linda post office is located to the north, across Lemon Drive, with a mix of other commercial uses located to the west, across Eureka Avenue. Immediately adjacent to the south and east are residential uses. This site is a transitional parcel, providing a buffer between the commercial and residential uses. The site is within walking distance of Imperial Highway, a major transportation corridor. Site 11, known as the Nixon Archive site, is zoned Residential Estate (R-E). The site is 7.01 acres and contains three single-family residences. The site is located across Yorba Linda Boulevard from the Nixon Library; its development with multi-family residential would provide transition from this visitor intensive public use to the adjacent single family neighborhood. Site 12 is the third parcel of the 17 acre block at Bastanchury and Lakeview. This western parcel is 4.34 acres, zoned PD (R-E/R-S), allowing 1.8 to 3 units per acre. The site is currently used as a wholesale landscape nursery. Across Plumosa to the west is a single family neighborhood, to the south is Mabel Paine Elementary School, and to the north is a vacant site entitled for development of 50 single family houses, separated by Bastanchury. Site 13 is a small parcel on the western edge of Yorba Linda, surrounded by the City of Placentia. The site is 0.43 acres, currently zoned R-U, allowing 4 units per acre. The current greenhouse use and auto detailing business is non-conforming. The property is a transitional site, with residential uses to the north and a commercial retail center wrapping the site to the south and west. Directly across Rose Drive to the east is Site 2, proposed at a density of 30 units per acre. 2008-2014 HOUSING ELEMENT IV-6 HOUSING RESOURCES Figure 7. City of Yorba Linda POTENTIAL MULTI-FAMILY SITES BREA on ny Ca on rb Ca ROSE DRIVE GREENHOUSE Chino Hills State Park Telegraph Cyn S PROSPECT AVE. GREENHOUSES t m D ag I R N A O C N G O E U N T Y Green Crest t n a ry e a a rb Yo d Lin o B d in m a Im C pe l ria East Lake eo de L a s Pa s Yorba Linda Golf Course lo m Pa as NIXON ARCHIVES SITE W on n y C irm ir e Fa Yorba Linda Lakebed Park t r Anaheim Lake ta n o m ir a t 91 n Ana Cy la P a lm a MITSUBISHI MOTORS SITE ANAHEIM F ew vi ke La # Æ a An Imperial la Palma n Sa Santa ve Ri ÚÊÚÊ ÚÊ RIVER BEND APTS. Gypsum Cyn PLACENTIA ANAHEIM OLD CANAL RD. ANNEX a Rose d a Lin Yorb LAKEVIEW STRAWBERRY FIELD Buena Vista Lakeview R F O Fairmont Knolls Park Jessamyn West Park ST. JOSEPHS MEDICAL OFFICES Warner Basin A ill LAKEVIEW/ALTRUDY Yorba Linda Alta Vista N O te r ÚÊ ÚÊ ÚÊÚÊ ÚÊ ir Fa BATANCHURY LAKEVIEW Placentia Champions Sports Com R Y en Hi lls ÚÊ E T on Bastanchury POSTAL ANNEX N Hidd al B U C en ri N O e pe A V Prospect Im C Lakeview ÚÊÚÊ ÚÊ BREA ROSE/WABASH # Æ 241 # Æ 91 2. Committed Assistance Government Code Section 65583.1(c) permits jurisdictions to rely on existing units to fulfill up to 25 percent of their residential sites requirement (RHNA) in the Housing Element, pursuant to specified criteria. The following activities may be eligible: Substantial rehabilitation of substandard rental housing Conversion of multi-family rental units from non-affordable to affordable Preservation of at-risk housing To qualify, a community must provide “committed assistance” to specified projects within the first two years of the planning period through a legally enforceable agreement. Units must be provided at affordable rent levels to very low and/or low income households, with affordability terms ranging from 20 – 55 years. The City of Yorba Linda has committed to providing financial assistance towards the conversion of multi-family rental units from non-affordable to affordable and is seeking to apply credits towards the City’s RHNA obligations (refer to Appendix B - Adequate Sites Program Alternative Checklist). As presented in Table V-2 in the Housing Plan, Yorba Linda has fulfilled a portion of its regional share for very low income households (114 units) and low income households (30 units) during the prior planning period, rendering the City eligible to utilize the alternative sites program. The City is working to convert multi-family rental units from non-affordable to affordable in two separate developments. One development, Linda Gardens, is a 76 unit family apartment complex; the other, Archstone Yorba Linda (previously River Bend Apartments), is a 400 unit family apartment complex. The City plans to create 75 affordable units at Linda Gardens and at least 30 affordable units at Archstone Yorba Linda. Details of the City’s commitment are provided in this section. Linda Gardens: Rehabilitation and Conversion to Affordable Rental Units The Yorba Linda Redevelopment Agency has committed $12.9 million in Redevelopment housing set-aside funds to Linda Gardens Apartments. Linda Gardens is a 76 unit family apartment complex, which has been a source of problems for the City for several years. The site was poorly maintained and generated a significant number of police calls for service. During the prior planning period, the City worked with a nonprofit affordable housing developer (Southern California Housing Development Company, now National CORE) to acquire and rehabilitate Arbor Villas, a similar property located across the street from Linda Gardens. National CORE entered an acquisition agreement with the owners of Linda Gardens without the use of eminent domain, and obtained funds from the Redevelopment Agency to create long-term affordability for the site. The project received tax credits and recently began construction to ensure that the units will be decent, safe, and sanitary upon occupancy. Due to the substantial rehabilitation required, a relocation plan has been prepared for 2008-2014 HOUSING ELEMENT IV-8 HOUSING RESOURCES the project. Some qualifying tenants are being temporarily relocated within the complex to other units until their unit rehabilitation is completed. Other tenants received relocation benefits to move off-site. The City’s agreement, as well as the tax credit assistance, require at least 55 years of affordability and occupancy restrictions. Market rents in Linda Gardens prior to acquisition provided 55 units affordable to low income households, and 20 units at levels affordable to moderate income households. Upon project completion, units previously renting at low income levels will be rented at levels affordable to very low and extremely low income households. Units previously renting at moderate income levels will be brought down to low and very low income rent levels. Of Linda Gardens’ total 76 units, 8 units will be affordable to extremely low income households, 54 units will be affordable to very low income households, 13 units will be affordable to low income households, and one unit will be reserved for a manager. Appendix B includes a table with an analysis of the current market rents and the future affordable rents. The City will apply the units affordable to extremely low income, very low income and low income households to address the City’s regional new construction housing need for those income categories. Archstone Yorba Linda: Conversion to Affordable Rental Units The City is also in discussions with Archstone regarding their Yorba Linda apartment community (previously River Bend Apartments). Archstone Yorba Linda consists of 400 units located on a 24.3 acre site. The units are a mix of one- and two-bedrooms with rents starting in the $1200’s for a one-bedroom unit and in the $1300’s for a twobedroom unit. These rents are at the moderate income level under the State’s redevelopment affordability standards. Some units in the complex may also be affordable to low income households. The complex currently has a 20 percent vacancy rate. The owners have decreased new rents over the past year and have advertised specials to entice new tenants. The recent fires destroyed 16 units in two buildings, which Archstone is moving forward to rebuild. Archstone has indicated interest in working with the City to purchase low income affordability covenants on units to be interspersed throughout the 400 unit complex, and the City’s economic consultant is currently preparing a financial proforma to initiate the negotiation process. The City anticipates that relocation will not be required; however, if the acquisition does result in the displacement of very low- or low-income households, the City will work with the owners to provide relocation assistance consistent with Health and Safety Code Section 17975, including rent and moving expenses equivalent to four (4) months, to those occupants permanently or temporary displaced. The City will provide committed assistance to achieve 55 years of affordability for low income households in at least 30 units that are currently not affordable to that income level. The City’s committed assistance is estimated between $1.5 and $3.5 million to fill the gap between the current rents and rents affordable to low income households. The City will provide Redevelopment housing set-aside funds for purchasing the affordability covenants and any rehabilitation necessary to ensure that the units will be decent, safe, and sanitary upon occupancy. The Yorba Linda Redevelopment Agency currently has 2008-2014 HOUSING ELEMENT IV-9 HOUSING RESOURCES sufficient funds to provide this assistance, with a current fund balance of $9.4 million and an estimated $4.2 million in housing set-aside funds available annually throughout the planning period. With the current vacancy rate of 20 percent, the affordable units can be rented quickly once an agreement is reached between the City and the owner. Housing Element Program 7 commits the Redevelopment Agency to provide committed assistance for the conversion of 105 market rate units to affordable units in Linda Gardens and Archstone Yorba Linda. Of the 105 units, 8 units will be affordable to extremely low income households, 54 units will be affordable to very low income, and 43 units will be affordable to low income households. Pursuant to Government Code Section 65583.1[c], the City will report to the State Department of Housing and Community Development (HCD) on the status of the conversion of units at these developments no later than July 1, 2010. If the City has not entered into an agreement for committed assistance by that date, the City will amend the Housing Element to identify additional appropriately zoned and suitable sites by July 1, 2011. An “Adequate Sites Program Alternative Checklist” is provided for each project in Appendix B. 2. Building Permits Issued during RHNA Gap Period Residential development constructed during the RHNA “gap period” since January 2006 can be credited towards Yorba Linda’s regional housing needs. The City has issued residential building permits for 474 units from January 1, 2006 through May 1, 2008. Of the 474 units, 4 second units and 66 apartments contribute towards addressing the City’s moderate income housing needs, while 307 single family units and 97 condominiums address the above moderate income housing need. As documented in Chapter II, the median rents for apartments and guest houses in Yorba Linda fall below the maximum affordable rent levels for a moderate income household, defined as $2,080 for a two-bedroom unit and $1,850 for a one-bedroom unit (2008). 3. Residential Development Potential Compared with Yorba Linda’s Regional Housing Needs Table IV-2 provides a summary of Yorba Linda’s residential sites capacity compared to the City’s RHNA for 2,039 new units, distributed among very low, low, moderate and above moderate income levels. As indicated, the City’s Housing Element has identified adequate sites to be designated at appropriate densities to fulfill its regional housing need for all income levels. Existing Building Permits: As stated above, residential building permits for 474 units have been issued between January 2006 and May 2008. Of these, 70 units will address the City’s moderate income housing need (66 apartments and 4 second units) and 404 units will address the needs of above moderate income households. Entitled Projects: There are 1,079 units entitled in the Vista Del Verde and North Yorba Linda Estates areas which have not yet been issued building permits. These low density, 2008-2014 HOUSING ELEMENT IV-10 HOUSING RESOURCES hillside units will address the City’s above moderate income housing development need. The City has entered into a development agreement with Habitat for Humanity to develop a three unit for-sale project, with a targeted completion date in 2010. One of the three Habitat units will be affordable to low income and the remaining two units will be affordable to moderate income. Committed Assistance: The City has provided financial assistance to rehabilitate and provide affordability covenants on 75 apartment units at Linda Gardens and has initiated negotiations with the owners of Archstone Yorba Linda to convert at least 30 non-affordable apartment units to affordable. These units can be applied towards addressing the City’s extremely low, very low and low income new construction housing need. Second Units: As described previously, the rent structure for second residential units provides affordability at the moderate income level. Yorba Linda has significant additional capacity to accommodate second units, and the market supports their development, with four second units already receiving building permits during the first three years of the planning period (2006–2008). Projecting a similar rate of second unit construction during the remaining six years of the planning period (2009-2014), the City anticipates an additional six units to be developed. Rezoning: As a means of providing increased residential development capacity to address the City’s shortfall in sites in comparison to the RHNA, the Housing Element establishes a rezoning program. The City is proposing to rezone 13 sites totaling 48.24 acres, including 24.77 acres at 30 units/acre yielding 742 units to address the City’s very low and low income housing development need; 11.20 acres at 20 units/acre yielding 223 units to address the City’s moderate income housing development need; and 12.27 acres at 10 units/acre yielding 122 units to address the City’s moderate income housing development need. Table IV-2 Summary of Yorba Linda Development Potential Compared to RHNA 2006 - 2014 Income Category Very Low (0-50% AMI) Low (51-80%) Moderate (81-120%) Above Moderate (>120% AMI) Total RHNA 1/20065/08 Building Permits Entitled Projects/ Committed Assistance* 460 -- 62 371 -- 44 412 70** 2 345 796 404 1,079 -- (687) 2,039 474 1,187 1,087 (709) Sites for Rezoning Additional Second Units 742 Remaining RHNA (17) 6 (11) * Includes entitlements for Vista Del Verde (449 units), North Yorba Linda Estates (630 units), and Habitat for Humanity (3 units), and committed assistance for Linda Gardens (75 units) and Archstone Yorba Linda (min. 30 units). ** Includes building permits for 66 apartments and 4 second units 2008-2014 HOUSING ELEMENT IV-11 HOUSING RESOURCES 4. Availability of Infrastructure and Public Services Incorporated in 1967, Yorba Linda is a younger community with the necessary infrastructure in place to support future development in the established areas. The utility infrastructure is relatively new with a public service capacity not yet in need of repair or replacement. SB 1087, effective January 2006, requires water and sewer providers to grant priority for service allocations to proposed developments that include units affordable to lower income households. Pursuant to these statutes, upon adoption of its Housing Element, Yorba Linda will immediately deliver the Element to local water and sewer providers, along with a summary of its regional housing needs allocation. B. FINANCIAL RESOURCES The primary source of funds for affordable housing activities in Yorba Linda is derived from the Redevelopment Agency housing set-aside fund. As required by California Redevelopment Law, the Yorba Linda Redevelopment Agency sets aside 20 percent of all tax increment revenue generated from the redevelopment project area for the purpose of increasing and improving the community’s supply of housing for low and moderate income households. These set-aside funds are placed in a separate Low and Moderate Income Housing Fund. Interest earned on money in the Fund, and repayments from loans, advances or grants are returned to the Fund and used to assist other affordable housing projects and programs. The Yorba Linda Redevelopment Agency estimates that $4.2 million in redevelopment housing set-aside funds will be available each year during the 2008-2014 period, for a total contribution of $25.2 million. Combined with the June 2008 fund balance of $9.4 million, the Agency will have approximately $34.6 million available for affordable housing during the planning period. The Agency plans to expend 80%, or approximately $27.7 million, of this available funding on affordable housing developments and committed assistance that address the RHNA. The remaining balance ($6.9 million) will be used to fund the Mortgage Assistance Program (MAP), housing administrative activities, and other affordable housing activities. In addition to the $27.7 million, the Agency has already committed assistance of $12.9 million for acquisition and substantial rehabilitation of the Linda Gardens complex, converting 75 market rate units into affordable units. The City has also approved a three unit homeownership project to be developed by Habitat for Humanity. There are other potential funding sources available for housing activities in Yorba Linda. Due to both the high cost of developing and preserving housing and limitations on both the amount and uses of funds, a variety of funding sources may be required. Table IV-3 lists the potential funding sources that are available for housing activities. They are divided into five categories including: federal, state, county, local, and private resources. 2008-2014 HOUSING ELEMENT IV-12 HOUSING RESOURCES Table IV-3 Financial Resources Available for Housing Activities City of Yorba Linda Program Name Description Eligible Activities 1. Federal Programs Acquisition Rehabilitation Homebuyer Assistance Economic Development Homeless Assistance Public Services New Construction Acquisition Rehabilitation Homebuyer Assistance Rental Assistance Community Development Block Grant (CDBG) The City participates in the Orange County program and expects to receive approximately $250,000 in CDBG funds from OCHCS on an annual basis during the Housing Element time frame. HOME Funding used to support a variety of County housing programs that the City can access for specific projects. Funds are used to assist low income (80% MFI) households. Section 8 Rental Assistance Rental assistance payments to owners of private market rate units on behalf of lowincome (50% MFI) tenants. Administered by the Orange County Housing Authority. Approximately 76 Yorba Linda households currently receive assistance. Rental Assistance Section 202 Grants to non-profit developers supportive housing for the elderly. of Acquisition Rehabilitation New Construction Section 811 Grants to non-profit developers of supportive housing for persons with disabilities, including group homes, independent living facilities and intermediate care facilities. Acquisition Rehabilitation New Construction Rental Assistance Low Income Housing Tax Credit (LIHTC) Tax credits are available to persons and corporations that invest in low-income rental housing. Proceeds from the sale are typically used to create housing. New Construction Multi-Family Housing Program (MHP) Deferred payment loans to local governments, non-profit and for-profit developers for new construction, rehabilitation and preservation of permanent and transitional rental housing for lower income households. Two funding rounds annually through 2009. Usually coupled with bonds. New Construction Rehabilitation Preservation Conversion of nonresidential to rental Social services coordination within project 2. State Programs 2008-2014 HOUSING ELEMENT IV-13 HOUSING RESOURCES Financial Resources Available for Housing Activities City of Yorba Linda Program Name Description Multi-family Housing Program - Supportive Housing Deferred payment loans for rental housing with supportive services for the disabled who are homeless or at risk of homelessness. Two funding rounds annually through 2009. Can be coupled with either low income housing tax credits or bonds. Building Equity and Growth in Neighborhoods (BEGIN) Grants to cities to provide downpayment assistance (up to $30,000) to low and moderate income first-time homebuyers of new homes in projects with affordability enhanced by local regulatory incentives or barrier reductions. One funding round annually through 2009. CalHome Grants to cities and non-profit developers to offer homebuyer assistance, including downpayment assistance, rehabilitation, acquisition/rehabilitation, and homebuyer counseling. Loans to developers for property acquisition, site development, predevelopment and construction period expenses for homeownership projects. One funding round annually through 2011. Predevelopment, site development, site acquisition Rehabilitation Acquisition/rehab Downpayment assistance Mortgage financing Homebuyer counseling Transit-Oriented Development Program Funding for housing and related infrastructure near transit stations. One funding round annually through 2009. Capital improvements required for qualified housing developments Capital improvements enhancing pedestrian or bike access from qualified housing development to nearest transit station Land acquisition Affordable Housing Innovation Fund Funding for pilot programs to demonstrate innovative, cost-saving ways to create or preserve affordable housing Regulations pending 2008-2014 HOUSING ELEMENT Eligible Activities IV-14 New Construction Rehabilitation Preservation Conversion of nonresidential to rental Social services coordination within project Homebuyer Assistance HOUSING RESOURCES Financial Resources Available for Housing Activities City of Yorba Linda Program Name Description Eligible Activities Infill Incentive Grant Program Funding of public infrastructure (water, sewer, traffic, parks, site clean-up, etc) to facilitate infill housing development. One funding round annually. Development of parks and open space Water, sewer, or other utility service improvments Streets, roads, parking structures, transit linkages, transit shelters Traffic mitigation features Sidewalks and streetscape improvements CalHFA Residential Development Loan Program Low interest, short term loans to local governments for affordable infill, owneroccupied housing developments. Links with CalHFA’s Downpayment Assistance Program to provide subordinate loans to first-time buyers. Two funding rounds per year. Site acquisition Pre-development costs CalHFA Homebuyer’s Downpayment Assistance Program CalHFA makes below market loans to firsttime homebuyers of up to 3% of sales price. Program operates through participating lenders who originate loans for CalHFA. Funds available upon request to qualified borrowers. Homebuyer Assistance 3. County Programs Mortgage Assistance Program The County of Orange provides mortgage loans to first time homebuyers. The Affordable Housing Clearinghouse provides the homebuyer services for the County Homebuyer Assistance Mortgage Credit Certificate (MCC) The County of Orange offers the MCC program in partnership with Affordable Housing Applications. The MCC is a Federal Income Tax Credit program, effectively reducing the applicant’s taxes and increasing their net earnings. The MCC program is currently on hold. Homebuyer Assistance Income Tax Credit 2008-2014 HOUSING ELEMENT IV-15 HOUSING RESOURCES Financial Resources Available for Housing Activities City of Yorba Linda Program Name Description Eligible Activities 4. Local Programs Redevelopment Housing Fund State law requires that 20% of Redevelopment Agency funds be set aside for a wide range of affordable housing activities governed by State law. The Yorba Linda Implementation Plan estimates $2.4 million will be contributed to the Low/Mod Housing Fund annually from 2008-2014. Acquisition Rehabilitation New Construction Tax Exempt Housing Revenue Bond The City can support low-income housing by issuing housing mortgage revenue bonds requiring the developer to lease a fixed percentage of the units to low-income families at specified rental rates. The bond amount is allocated at the State level and issued at the local level. New Construction Rehabilitation Acquisition 5. Private Resources/Financing Programs Federal National Mortgage Association (Fannie Mae) Fixed rate mortgages issued by private mortgage insurers. Homebuyer Assistance Mortgages which fund the purchase and rehabilitation of a home. Low Down-Payment Mortgages for SingleFamily Homes in under served low-income and minority cities. Federal Home Loan Bank Affordable Housing Program Direct Subsidies to non-profit and for profit developers and public agencies for affordable low-income ownership and rental projects. New Construction Savings Association Mortgage Company Inc. Pooling process to fund loans for affordable ownership and rental housing projects. Non-profit and for profit developers contact member institutions. New construction of rentals, cooperatives, self help housing, homeless shelters, and group homes Freddie Mac HomeWorks-1st and 2nd mortgages that include rehabilitation loan; City provides gap financing for rehabilitation component. Households earning up to 80% MFI qualify. Home Buyer Assistance combined with Rehabilitation Source: Karen Warner Associates 2008-2014 HOUSING ELEMENT IV-16 HOUSING RESOURCES C. ADMINISTRATIVE RESOURCES Described below are several non-profit agencies that are currently active and have completed projects in Orange County. These agencies serve as resources in meeting the housing needs of the City, and are integral in implementing activities for acquisition/rehabilitation, preservation of assisted housing, and development of affordable housing. Habitat for Humanity: Habitat is a non-profit, Christian organization that builds and repairs homes for sale to very low income families with the help of volunteers and homeowner/partner families. Habitat homes are sold to partner families at no profit with affordable, no interest loans. Yorba Linda is currently working with Habitat on a three unit for-sale project. Jamboree Housing Corporation (JHC): JHC is a non-profit developer that has developed and implemented numerous affordable housing projects throughout Southern California as well as the State. Jamboree has also established an in-house social services division to assist residents in maintaining self-sufficiency. “Housing with a HEART” (Helping Educate, Activate and Respond Together) now operates at most Jamboree-owned properties. National Community Renaissance (previously Southern California Housing Development Corporation): National CORE is a nonprofit 501(c)3 developer with inhouse capacity to construct and renovate large scale developments. Its mission is to create affordable housing communities that contribute to neighborhood vitality. The company owns and manages more than 4,500 multi-family units throughout Southern California and serves more than 10,000 residents. As part of its inclusive approach to improving quality of life in Southern California communities, it staffs community resource centers at all its properties. These centers are supported and administered by the Hope through Housing Foundation. Orange Housing Development Corporation (OHDC): OHDC is a non-profit housing developer founded in 1990. Located in the City of Orange, the Agency’s start-up costs were originally funded by the Orange Redevelopment Agency. OHDC’s primary focus is within Orange County, but has developed over 3,000 units in communities throughout California. 2008-2014 HOUSING ELEMENT IV-17 HOUSING RESOURCES D. OPPORTUNITIES FOR ENERGY CONSERVATION Conventional building construction, use and demolition along with the manufacturing of building materials have multiple impacts on our environment. In the United States, the building industry accounts for: 65% of electricity consumption 30% of greenhouse gas emissions 30% of raw materials use 30% of landfill waste 12% of potable water consumption Interest in addressing these impacts at all levels of government has been growing. In 2004, the State of California adopted legislation requiring LEED (Leadership in Energy and Environmental Design) certification for new and renovated public buildings. Some local jurisdictions have not only adopted similar standards for their public buildings, but have also recently required LEED certification for larger commercial and residential developments. For example, the City of Pasadena requires the LEED certified level for commercial construction of 25,000+ square feet and residential buildings with 4+ stories. Other Southland cities that have adopted similar requirements are Calabasas, Santa Monica, Long Beach, and Los Angeles. However, LEED certification building standards are just one piece of a coordinated green building program. Why would a city adopt a more comprehensive green building program? Most local building standards already consider energy and stormwater issues. In addition, many jurisdictions have programs related to recycling, water conservation, stormwater management, land use, and public health. However, these programs are often overlapping and uncoordinated. One of the primary goals behind establishing a green building program is to create a holistic, integrated design approach to green building. A green building program considers a broad range of issues including community and site design, energy efficiency, water conservation, resource-efficient material selection, indoor environmental quality, construction management, and building maintenance. The end result will be buildings that minimize the use of resources; are healthier for people; and reduce harm to the environment. Both the public and private sectors currently offer grants, refunds, and other funding for green building. In addition, developments built to green standards assist both the owners and tenants with energy and maintenance costs over time. Other efforts by cities related to energy conservation include: providing information regarding energy efficient techniques for rehabilitation; referrals for residents and businesses to energy conservation programs; and local incentives for building green. 2008-2014 HOUSING ELEMENT IV-18 HOUSING RESOURCES The following presents a variety of ways in which Yorba Linda can promote energy conservation: Advertise utility rebate programs and energy audits available through Edison and Southern California Gas, particularly connected to housing rehabilitation programs. Lower-income households are also eligible for State sponsored energy and weatherization programs. Develop green (energy-efficient and environmentally-sensitive) building standards for public buildings. Provide incentives, such as expedited plan check, for private developments that are building green Support the elimination of contamination in older buildings (lead-based paint, asbestos, etc.) during rehabilitation and code inspections. Allow higher densities and mixed use development within walking distance of commercial, thereby reducing vehicular trips and reducing greenhouse gas emissions. Promote funding opportunities for private green buildings, including available rebates and funding available through the California Energy Commission for installation of solar panels. Provide resource materials and training opportunities regarding green building and energy conservation. Apply green building criteria to rehabilitation of single and multi family buildings. Global Green, a leader in the green building field, has designed a step-by-step guide for local governments interested in creating a green building program. The steps are outlined as follows: 1. Establish Your Baseline - what are current local policies, ordinances, and environmental programs; identify gaps 2. Analyze Building Trends - what are past trends, planned city and major private projects, and projected growth 3. Review Existing Guidelines - do they fit with local climate, city procedures, local building practice, and address local priorities 4. Conduct Outreach - form city staff team and citizen committee; convene groups; and identify issues and priorities 5. Establish Framework - identify priority sectors; determine phasing; set incentives; and determine administration 6. Implementation - adopt policy; prepare and provide resources and materials; hold workshops and trainings; identify additional staff needs The City of Yorba Linda is embarking on a General Plan update and will integrate sustainability guidelines into the Land Use, Conservation, and Circulation Elements. The City will also consider an additional optional Element addressing Sustainability and Green Building. In addition, to further green building goals, residential and mixed-use 2008-2014 HOUSING ELEMENT IV-19 HOUSING RESOURCES developments receiving Redevelopment Agency assistance may be required to include sustainable design features to the extent financially feasible, such as: Energy and water reduction strategies Building design that maximizes sunlight for heat and light, and maximizes air flow for natural cooling Solid waste reduction technologies Storm water mitigation Gray water recycling Southern California Edison Energy Efficiency Programs (www.sce.com) Southern California Edison (SCE) offers a Multi-Family Energy Efficiency Rebate Program that provides property owners and managers incentives on a broad list of energy efficiency improvements in lighting, HVAC, insulation and window categories. Edison’s refrigerator and freezer recycling program provides cash rebates and free pick up of old appliances as an encouragement to residents to replace old appliances with new energy-efficient ones. The following three programs are offered by Edison to help low income customers reduce energy costs and control their energy use: Energy Management Assistance Program – Pays for the cost of purchasing and installing energy efficient appliances and equipment California Alternate Rates for Energy (CARE) - Offers very low income customers a discount of 20% or more off their monthly electric bill. The Family Electric Rate Assistance (FERA) program also offers reduced rates for lower income families. Energy Assistance Fund - Assists income qualified customers with their electric bill once in a 12 month period Southern California Gas Company Energy Efficiency Programs (www.socalgas.com) The Southern California Gas Company offers several energy efficiency programs, including home energy rebates for energy efficient appliances; multi-family rebates for energy saving improvements; and home energy and water efficiency kits. Similar to Edison, several programs are available to assist lower income customers with energy bills: California Alternate Rates for Energy (CARE) - Offers very low income customers a discount of 20% or more off their monthly gas bill. No-Cost Energy Saving Home Improvements - Service provides free weatherization for the homes or apartments of lower income families. One-Time Bill Assistance - Up to $100 in one-time assistance on the gas bill. Medical Baseline Allowance - Households with a seriously disabled member, or person with life-threatening illness, may qualify for additional gas at a reduced rate schedule. 2008-2014 HOUSING ELEMENT IV-20 HOUSING RESOURCES V. HOUSING PLAN Sections II, III and IV of the Housing Element establish the housing needs, opportunities and constraints in Yorba Linda. This final Housing Plan section begins by evaluating accomplishments under the City’s adopted 2000 Housing Element and then presents Yorba Linda’s Housing Plan for the 2008-2014 planning period. This Plan sets forth the City’s goals, policies and programs to address identified housing needs. A. EVALUATION OF ACCOMPLISHMENTS UNDER ADOPTED HOUSING ELEMENT Under State Housing Element law, communities are required to assess the achievements under their adopted housing programs as part of the five-year update to their housing elements. These results should be quantified where possible (e.g. the number of units rehabilitated), but may be qualitative where necessary (e.g. mitigation of governmental constraints). The results should then be compared with what was projected or planned in the earlier element. Where significant shortfalls exist between what was planned and what was achieved, the reasons for such differences must be discussed. The City of Yorba Linda 2000-2005 Housing Element sets forth a series of housing programs with related objectives for the following areas: • • • • • Conserving the existing supply of affordable housing; Assisting in the provision of housing; Providing adequate sites to achieve a variety and diversity of housing; Removing governmental constraints as necessary; and Promoting equal housing opportunity This section reviews the City’s progress to date in implementing these housing programs and their continued appropriateness for the 2008-2014 Housing Element. Table V-1 summarizes the City’s housing program accomplishments, followed by a review of its quantified objectives. The results of this analysis will provide the basis for developing the comprehensive housing program strategy presented in Part C of this section. 2008-2014 HOUSING ELEMENT V-1 HOUSING PLAN Table V-1 2000-2005 Housing Element Program Accomplishments Housing Program/Policy Accomplishments Conserving the Existing Supply of Affordable Housing 1. Senior/Disabled Residential Rehabilitation Grants Goal: Provide grants of up to $4,000 to assist senior and disabled households with the repair and improvement of their homes. Provide rehabilitation Objective: assistance to 5 low income households annually, for 25 over 2000-2005 planning period. Progress: Between FY 00/01-04/05, the City has assisted 95 senior and disabled homeowners rehabilitate their homes. Beginning 05/06 the two CDBG programs (Senior & Disabled + Neighborhood Clean-up) were combined into one, and renamed the Residential Rehabilitation Program. Under this program, 113 households were assisted from fiscal years 05/06 through 07/08. Effectiveness: This program exceeded its overall goal through FY 04/05 and also after combining with the Neighborhood Clean-Up program. The combined program is in high demand and continues to be a success in addressing repair needs of lower income households. Appropriateness: As the City’s housing stock ages, the Residential Rehabilitation program will continue to provide needed assistance to lower income homeowners whose homes need repair and improvement. Homeowners are referred from the Community Preservation program to the Residential Rehabilitation program. 2. Neighborhood Clean-Up Grants Progress: Since 2000, the City has assisted 70 households Goal: Provide grants to low income with residential clean-up projects. households to mitigate code Effectiveness: This program exceeded its overall goal. It was enforcement violations and general combined with the Senior & Disabled program in 2005 to neighborhood clean-up projects. provide greater flexibility in addressing the needs of lower Assist 6 low income income homeowners. Objective: households annually, for 30 over Appropriateness: The City will continue the combined planning period. Residential Rehabilitation program in the updated Housing Element. Community preservation is also a key component to conserving the supply of affordable housing and will be added as a separate program to the updated Housing Element. 3. Home Improvement Loans Progress: The County of Orange discontinued this program Goal: Offer rehabilitation loans to and since 2000, no homes have been rehabilitated or repaired. lower income homeowners to Effectiveness: Program is no longer in existence. rehabilitate or repair their homes. Appropriateness: The County does not plan to reinitiate this Assist 5 low income loan program. Yorba Linda’s successful Residential Objective: households annually, for 25 households Rehabilitation program provides grants to lower income over period. Continue to promote households. program. 2008-2014 HOUSING ELEMENT V-2 HOUSING PLAN Table V-1 2000-2005 Housing Element Program Accomplishments Housing Program/Policy 4. Section 8 Rental Assistance Goal: Provide rental subsidies to very low-income households. Provide continued Objective: assistance to a minimum of 43 households (level of assistance in 2000). Accomplishments Progress: As of January 2008, 76 households in Yorba Linda were receiving tenant-based Section 8 rental assistance. Of these households, 54 were seniors, 8 were disabled, and 14 were family households. Effectiveness: This program continues to be successful Appropriateness: The Section 8 program provides opportunities for very low income households to rent units at affordable rates. The City will continue this program with an emphasis on promoting the Section 8 program, administered by the Orange County Housing Authority, to property owners within the City. Assisting in the Provision of Housing 5. Mortgage Assistance Program (MAP) Expand homeownership Goal: opportunities to low and moderateincome first time homebuyers. Provide 15 MAP loans Objective: annually, for a total of 75 loans over the period. 6. Mortgage Credit Certificate (MCC) Goal: Expand homeownership opportunities for low and moderateincome first time homebuyers. Objective: Assist 30 households. 2008-2014 HOUSING ELEMENT Progress: Since 2000, the City has assisted 14 low and moderate income households become first time homebuyers. Effectiveness: Due to escalating housing prices, as currently structured, it has become economically infeasible for the MAP Program to provide homebuyer assistance to even moderate income households.. Appropriateness: With the high home prices in Yorba Linda, this program is much needed. The City will consider changes to the program, including an increase in assistance and/or combining the assistance with an Agency-restricted sales price unit. These changes will be considered by the City in Fall 2008. In meantime, this program is still open and funds are available. Progress: Since 2000, 14 households have participated in the MCC program, administered by the County of Orange. The program is currently on hold throughout the County. Effectiveness: The MCC program works best when interest rates are high, so there was little activity during the period. Appropriateness: Though the MCC program is limited in assistance, it does provide an opportunity for moderate income households to become first time homebuyers. This program will continue in the updated Housing Element as funding is available from the County. V-3 HOUSING PLAN Table V-1 2000-2005 Housing Element Program Accomplishments Housing Program/Policy Accomplishments 7. Multi-family Housing Acquisition and Rehabilitation Goal: Upgrade deteriorated apartment building and provide affordable rental housing to very low and low income households. Objective: Identify apartments in need of rehabilitation, and work with nonprofits to acquire and rehabilitate the units. Progress: The City identified 143 apartments (76 in Linda Gardens and 67 in Arbor Villas) in need of rehabilitation. The City assisted in the purchase and/or rehabilitation of all 143 units during this time frame. Arbor Villas completed construction and is now occupied. Linda Gardens is currently under construction and meets the criteria for Committed Assistance to a project converting non-affordable units to units affordable to lower income households. Effectiveness: This program created 67 deed restricted rental units for very low and low income residents, with an additional 76 units currently under construction. The program also provided needed clean up of a blighted neighborhood with a high crime rate and severe overcrowding. Appropriateness: This program has been used effectively in the past by the City and will continue in the updated Housing Element. Progress: The City has purchased no covenants since 2000. Effectiveness: Though the City has not purchased covenants since 2000, this program provides options as opportunities arise. Appropriateness: This program is another way to provide homeownership to low and moderate income first time homebuyers. With the changing housing market, this program will be continued in the updated Housing Element. 8. Purchase of Covenants on Existing Housing Units Goal: Provide affordable ownership units to lower and moderate income homebuyers. Acquire and place Objective: affordability covenants on 12 to 15 units, and sell to low and moderate income purchasers. Providing Adequate Residential Sites 9. Inclusionary Housing Ordinance Goal: Integrate housing affordable to low and moderate income households within market rate developments. Objective: Conduct nexus study to assess impact of Ordinance on development, and to determine appropriate fee amount. Develop the Ordinance by 2002. 2008-2014 HOUSING ELEMENT Progress: In 2004, the City hired an economic consultant to conduct an inclusionary housing nexus study and in-lieu fee analysis. A draft inclusionary housing ordinance has also been prepared.. Effectiveness: Though an inclusionary ordinance has not yet been adopted, the City has completed a nexus study and determined an in-lieu fee amount. Appropriateness: As new housing is built in Yorba Linda, this program is a way to create new affordable housing. The City will continue this program in the updated Housing Element. V-4 HOUSING PLAN Table V-1 2000-2005 Housing Element Program Accomplishments Housing Program/Policy Accomplishments 10. Town Center Land Use Vision Plan Goal: Provide for additional housing opportunities in a mixed use setting. Objective: Adopt the Plan by 2002. Redesignate the Town Center area to Planned Community. Progress: Subsequent to adopting the Downtown Master Plan in 2003, the City adopted the Town Center Planned Development Zoning Regulations in 2005, providing for higher densities and mixed-use development. Community reaction to these Town Center zoning regulations resulted in overturning of the adopted ordinance and passage of Measure B - a citizen initiative requiring increases in density above 10 units/acre to go before a vote of the public. Effectiveness: While the outcome of this program was not initially successful, planning for the downtown area has been moving forward. As a means of establishing a Plan which better reflects the community’s desires, in 2006 the City Council established a 24-member Town Center Blue Ribbon Committee (BRC) with the charge of developing a set of guiding principles and conceptual recommendations for the Town Center. Through an extensive 18-month community involvement and education process, the BRC developed a consensus-based Report setting forth principles and recommendations for the Town Center. The Final BRC Report was presented to City Council in February 2008. Appropriateness: The BRC Report continues to recommend the integration of housing in the Town Center, and on Redevelopment Agency owned sites in particular. The focus of the Town Center program in the updated Housing Element will be development of a specific plan which includes a variety of housing types consistent with the character of the area. 10a. Land Assemblage and Write- Progress: The Redevelopment Agency has acquired various down sites in the Town Center for future development of affordable Goal: Assist in the provision of sites for housing. The Agency currently owns approximately nine acres development of affordable and senior in the Town Center area purchased with Redevelopment Housing Funds. citizen housing. Objective: Adopt Affordable Housing Effectiveness: The Agency has been effective in assembling Combining Zone on sites 1-3. Provide property for the Town Center area. land write-down assistance of $1-2 Appropriateness: This program is essential to the provision of million. Achieve development of 125- affordable housing in the Town Center and will be continued 175 affordable units. in the updated Housing Element. 2008-2014 HOUSING ELEMENT V-5 HOUSING PLAN Table V-1 2000-2005 Housing Element Program Accomplishments Housing Program/Policy Accomplishments 11. Shell Specific Plan Goal: Ensure the provision of a variety of housing in the future. Ensure that the Shell Objective: Specific Plan is properly implemented to provide housing of varying types and costs. Progress: The Shell Specific Plan (Vista Verde development) provided for 1,748 housing units. All phases of the development have been completed, are under construction, or have been entitled and vested. Effectiveness: Implementation of the Specific Plan was successful, providing a variety of for-sale housing types. The site development includes attached multi-story condominiums; zero lot line detached units; small lot single family units, and estate style single family units. Appropriateness: The development is almost completed and this program will not be continued in the updated Housing Element. 12. Annexation of Areas in Sphere of Influence Goal: Increase the City’s capacity to accommodate future housing growth. Annex the Murdock Objective: Property Area by 2005. Apply the proposed Inclusionary Housing requirement to the Area. Progress: Since adoption of the 2000 Housing Element, the City has not annexed any acreage within its Sphere of Influence. Effectiveness: While the 635 acre Murdock Property has not yet moved forward with plans for development, this property continues to offer significant potential for annexation. Appropriateness: The City will continue this program in the updated Housing Element. 2008-2014 HOUSING ELEMENT V-6 HOUSING PLAN Table V-1 2000-2005 Housing Element Program Accomplishments Housing Program/Policy Accomplishments 13. Site for Transitional Housing/ Emergency Shelters Goal: Assist in the provision of emergency overnight shelter to the homeless Objective: Amend Zoning Ordinance to conditionally permit transitional housing facilities and emergency shelters in TC Combining Zone. Cooperate with and financially support local churches to provide emergency overnight shelter. Progress: In October 2004, the City amended the Zoning Ordinance to conditionally permit transitional housing facilities and emergency shelters within the Town Center (TC) Combining Zone. The City did not assist with the provision of emergency shelters in local churches, but has worked with local schools to provide temporary emergency shelters during the recent fires.. Effectiveness: Though the City provided a means to permit transitional housing and emergency shelters, there were no applications or permits issued for these uses. Appropriateness: This program remains appropriate, and pursuant to SB 2, will require additional amendment to the Zoning Code to permit shelters by right within designated zones and transitional housing in multiple family residential zones. Removing Governmental Constraints 14. Special Purpose Zones 14a. Affordable Housing (AH) Combining Zone Goal: Facilitate the development of affordable housing. Objective: Amend existing provisions of the AH Zone by 2002 to provide for a 100 percent density bonus (or up to 20 units per acre) for family housing, and integrate provisions of Senior Citizen Combining zone. 2008-2014 HOUSING ELEMENT Progress: The City adopted the Special Housing (SH) Combining Zone in October 2004 to consolidate and replace the previous AH and SC zones. The SH zone provides development incentives for affordable housing, including a 100 percent density bonus. While no developments have been built since adoption of the SH zone, one 44 unit family rental development (Meta Housing) was approved under the previous AH combining zone. Effectiveness: The City achieved its goal of adopting zoning mechanisms to support affordable housing, and has received interest by developers. Appropriateness: The City’s current Zoning Ordinance was adopted in October 2004, just prior to the effective date of SB 1818 which made significant changes to State density bonus law. A new program has been added to the Housing Element to update the density bonus component of the SH zone. V-7 HOUSING PLAN Table V-1 2000-2005 Housing Element Program Accomplishments Housing Program/Policy Accomplishments 14b. Senior Citizen (SC) Combining Zone Goal: Facilitate the development of senior housing. Objective: Incorporate incentives for senior housing within AH Overlay, and eliminate SC Combining Zone from Zoning Ordinance. Progress: The City adopted the Special Housing (SH) Combining Zone in October 2004 to consolidate and replace the previous AH and SC zones. The senior housing incentives previously contained within the SC Combining Zone have been incorporated within the new SH zone. In 2002, before the SC Combining Zone was eliminated from the Zoning Ordinance,.the City approved Parkwood Senior Apartments (100 units for very low and low income senior households) using the SC development provisions. Effectiveness: This program was effective in accomplishing its objective. Appropriateness: This program has been completed and is no longer necessary for the updated Housing Element. 14c. Planned Community (PC) and Planned Residential Development (PRD) Zones Goal: Facilitate the development of relatively large vacant areas designated for residential use. Objective: Continue to provide for the PC and PRD zones in the Zoning Ordinance. Progress: The 2004 Zoning Ordinance update incorporated both the PC and the PRD Zones into a single Planned Development (PD) Zone. This PD zone encompasses various types of land uses, including residential, and is designed to facilitate the development of relatively large areas of land. Of the 29 PD zones in the City, 27 are various forms of residential use. Since 2000, PD developments Vista Del Verde; portions of Mt. San Antonio Estates; and North Yorba Linda Estates have either been constructed or are currently under construction. Effectiveness: The PD zone provides flexibility in housing development. Appropriateness: The PD zone was adopted and the program is no longer necessary for the updated Housing Element 15. Administrative Adjustment Process Goal: Provide flexibility in building requirements. Objective: When deemed necessary, use the Administrative Adjustment Process to allow modified development standards. Progress: The City continues to provide flexibility in development standards through the Administrative Adjustment process. Since 2000, Administrative Adjustments have been granted for 364 residential units. Effectiveness: This program has been effective in streamlining modifications to development standards. Appropriateness: This program will continue in the updated Housing Element. 2008-2014 HOUSING ELEMENT V-8 HOUSING PLAN Table V-1 2000-2005 Housing Element Program Accomplishments Housing Program/Policy Accomplishments 16. Development Review Procedures and Standards for Affordable Housing Goal: Facilitate development of multifamily housing which includes an affordable component. Objective: Eliminate the CUP, public hearing, and 2-acre minimum lot size requirements for multi-family, affordable housing. Progress: The City’s 2004 Zoning Ordinance update implemented this program, eliminating the CUP, public hearing and 2-acre minimum lot size requirements for multi-family developments with an affordable housing component. Effectiveness: The substantial rehabilitation of Linda Gardens Apartments was accomplished through this revised process. This enabled the project to gain approvals more quickly because the focus was on the design rather than any issues with land use. Appropriateness: The objective of this program has been accomplished and will not be continued in the updated Housing Element. Promoting Equal Housing Opportunities 17. Fair Housing Program Goal: Further fair housing practices in the community. Continue to provide Objective: information on fair housing and refer complaints to the Orange County Housing Authority (OCHA), who transfers information to the Orange County Fair Housing Council. 2008-2014 HOUSING ELEMENT Progress: Since 2000, the City has received less than 5 calls which were directed to the Orange County Fair Housing Council regarding fair housing issues. The calls were all related to either senior rents or housing for disabled persons. Effectiveness: This program provides an effective way for the community to receive information from experts regarding fair housing questions. Appropriateness: The City will continue this program in the updated Housing Element. V-9 HOUSING PLAN Summary of Housing Element Accomplishments Since adoption of the Housing Element in 2000, the City of Yorba Linda has made significant progress in achieving many of its housing goals. Major accomplishments include the following: • • • • • • • • • • Providing rehabilitation assistance to 278 lower income owner households. Providing mortgage assistance to 28 first time home buyers. Assisting in the acquisition and rehabilitation of 67 very low and low income family rental units. Assisting in the development of Meta Housing’s 44 family rental unit complex for extremely low and very low income households. Assisting in the development of Parkwood Senior Apartments for 100 very low and low income households. Acquiring approximately 9 acres in the Town Center area with Agency Housing Funds in preparation for adoption of the Town Center Plan. Establishing a Town Center Blue Ribbon Committee to revise the Town Center Plan. Overseeing development within the Shell Specific Plan, providing 1,748 new ownership housing units of varying types and prices. Updating the Zoning Ordinance to include a new Affordable Housing Combining Zone that incorporates provisions for density bonus and senior housing, with a new Planned Development Zone that incorporates the previous Planned Community and Planned Residential Development Zones. The new Zoning Ordinance also established a development review process with standards for affordable housing, eliminating the CUP, public hearing and 2-acre minimum lot size requirements for multi-family housing with an affordable component. Table V-2 summarizes the quantified objectives contained in the City’s 2000 Housing Element, and compares the City’s progress in fulfilling these objectives. Table V-2 Summary of Quantified Objectives 2000-2005 Housing Element Income Level New Construction* Rehabilitation** Conservation*** Goal Progress Goal Progress Goal Progress Very Low 248 114 15 173 43 76 Low 162 30 30 172 Moderate 289 102 35 Above Moderate Totals 887 1,754 1,585 2,000 43 76 80 345 * Reflects RHNA ** Reflects single-family rehabilitation and acquisition/rehabilitation projects *** Reflects Section 8 – 54 senior, 8 disabled, and 14 family households 2008-2014 HOUSING ELEMENT V-10 HOUSING PLAN As illustrated in Table V-2, the City issued 1,856 residential building permits and completed both the 44 unit Meta Housing family rental apartments and the 100 unit Parkwood senior rental apartments between January 1998 and December 2005. This exceeded the City’s total regional housing needs of 1,585 units, or “RHNA” for that period. Of the residential permits issued, 1,629 were for single-family homes, 125 were for condominium units, 100 were for apartments and 6 were second units. The apartments and second units are at a level affordable to moderate income households. Median rents for apartments and guest houses fall below the affordable rent levels for a moderate income household of $2,081 for a two-bedroom unit and $1,850 for a onebedroom unit. The Meta Housing family rental apartments, assisted with Redevelopment housing set-aside funds, provide 44 units affordable to very low income households for a period of 55 years. The Parkwood Senior Apartments, assisted with Redevelopment housing set-aside funds, provide 100 units affordable to very low and low income senior households for a period of 55 years. Given the current housing market, rental housing affordable to lower income households and for-sale housing affordable to moderate income households will not be produced without some level of subsidy and/or development incentive. It is therefore critical for the City’s updated Housing Element to establish financial and regulatory programs to better facilitate the production of housing not provided for in the market. In terms of housing rehabilitation, the City provided grant assistance to 278 households. These grants are generally used for simple repairs and accessibility improvements. The City has also been able to use these grants to assist lower income households with neighborhood clean-up activities. The County of Orange previously provided loans for residential rehabilitation, although this program has been discontinued, and is not expected to resume. The Agency also achieved the rehabilitation of 67 units through acquisition and rehabilitation of Arbor Villas. In total, 345 units were rehabilitated, well exceeding the City’s goal for 80 units. Finally, the City conserved the affordability for 76 households through use of the Section 8 program, a significant increase in the previous level of Section 8 assistance to 46 households. The program, providing rental assistance to extremely low and very low income households, assisted 54 seniors, 8 disabled and 14 family households. 2008-2014 HOUSING ELEMENT V-11 HOUSING PLAN B. GOALS AND POLICIES This section of the Housing Element set forth the goals and policies the City intends to implement to address Yorba Linda’s housing needs. EXISTING AFFORDABLE HOUSING GOAL 1 Conserve Existing Affordable Housing in Yorba Linda Policy 1.1: Preserve the character, scale and quality of established residential neighborhoods. Policy 1.2: Continue to provide rehabilitation and home improvement assistance to low and moderate income households, seniors and the disabled. Policy 1.3: Continue to use the City’s community preservation program to bring substandard units into compliance with City codes and improve overall housing conditions in Yorba Linda. Policy 1.4: Promote increased awareness among property owners and residents of the importance of property maintenance to long-term housing quality. Policy 1.5: Continue to promote rental assistance opportunities for Yorba Linda residents. PROVISION OF AFFORDABLE HOUSING GOAL 2 Assist in Development and Provision of Affordable Housing Policy 2.1: Support the development of affordable housing by providing financial and/or regulatory incentives for projects which include low and moderate income units. Policy 2.2: Acquire and rehabilitate multi-family housing complexes in deteriorated condition, and provide long-term affordability covenants. Policy 2.3: Convert non-affordable multi-family rental units to units with longterm affordability for lower income households through the provision of committed assistance. 2008-2014 HOUSING ELEMENT V-12 HOUSING PLAN Policy 2.4: Provide favorable home purchasing options to low and moderate income households, such as silent second mortgage assistance and mortgage credit certificates (MCC). Policy 2.5: Increase homeownership opportunities for low and moderate income households through the purchase of affordability covenants on existing housing units. Policy 2.6: Target a portion of City assisted housing towards large family households. DEVELOPMENT OF AFFORDABLE HOUSING GOAL 3 Provide Adequate Housing Sites to Accommodate Regional Housing Needs and Achieve a Variety and Diversity of Housing Policy 3.1: Encourage the production of housing that meets all economic segments of the community, including lower, moderate, and upper income households, to maintain a balanced community. Policy 3.2: Provide housing as a component of the Town Center area, integrating the housing through strategic location and design. Encourage the preservation of existing historic housing. Encourage a mix of housing types affordable to various economic segments of the community. Policy 3.3: Support collaborative partnerships with non-profit organizations, affordable housing builders, and for-profit developers to provide greater access to affordable housing funds. Policy 3.4: Encourage use of sustainable and green building design in new and existing housing. Policy 3.5: Take advantage of existing infrastructure and public improvements to provide additional affordable housing by allowing second units in single-family zoning districts. Policy 3.6: Pursue the annexation of undeveloped properties, including the Murdock area, within the northern Sphere of Influence to increase the City’s capacity to accommodate future housing growth. 2008-2014 HOUSING ELEMENT V-13 HOUSING PLAN MITIGATION OF CONSTRAINTS GOAL 4 Mitigate Governmental Constraints Policy 4.1: Continue to provide flexible development standards and incentives to housing developers through the Special Housing (SH) Zone and the Planned Development (PD) Zone. Policy 4.2: Offer financial and/or regulatory incentives, including density bonuses, where feasible to offset or reduce the costs of developing affordable housing. Policy 4.3: Periodically review regulations, ordinances, departmental processing procedures, and residential fees related to rehabilitation and construction to assess their impact on housing costs, and revise as appropriate. Policy 4.4: Amend the City’s Zoning Code to define transitional housing, supportive housing, and single room occupancy uses; establish the parameters for transitional housing, supportive housing, emergency shelters, and single room occupancy uses; and permit emergency shelters by right. EQUAL HOUSING GOAL 5 Provide Equal Housing Opportunity (Accessibility of Housing) Policy 5.1: Continue to enforce fair housing laws prohibiting arbitrary discrimination in the building, financing, selling or renting of housing on the basis of race, religion, family status, national origin, physically disability or other such factors. Policy 5.2: Address the special housing needs of persons with disabilities through provision of supportive housing, homeowner accessibility grants, and adoption of reasonable accommodation procedures. Policy 5.3: Support local churches in providing emergency overnight shelter to homeless individuals and families. Policy 5.4: Support continued efforts to implement the Orange County Continuum of Care program for the homeless and persons and families at-risk of homelessness. 2008-2014 HOUSING ELEMENT V-14 HOUSING PLAN C. HOUSING PROGRAMS The goals and policies contained in the Housing Element address Yorba Linda’s identified housing needs, and are implemented through a series of housing programs offered through the Community Development Department and Redevelopment Agency. Housing programs define the specific actions the City will undertake to achieve the stated goals and policies, and are organized around the City’s five housing goals. The City’s Housing Element programs encompass existing programs; programs revised in response to the review of program accomplishments; and several new programs added to address unmet housing needs. The Housing Program Summary Table V-3 located at the end of this section specifies the following for each program: 2008-2014 objectives; funding sources; and agency responsible for implementation. Housing Element statutes now require an analysis of the needs of extremely low income (<30% AMI) households, and programs to assist in the creation of housing for this population. The Yorba Linda Housing Element sets forth several programs which help to address the needs of extremely low income households, including: Section 8 Rental Assistance (Program 3); Affordable Housing Development Assistance (Program 4); Conversion of Market Rate Housing to Affordable (Program 7); Rezoning of Sites to Higher Densities (Program 11); and Zoning Ordinance Revision (Program 17). EXISTING AFFORDABLE HOUSING Preserving the City’s existing housing stock is an important goal for Yorba Linda. The City supports neighborhood preservation and improvement through housing rehabilitation and improvement programs, and community preservation. The Section 8 Program assists in providing affordability in existing rental hosing. 1. Residential Rehabilitation Program The City’s program assists lower income home owners, including senior and disabled households, with funding for necessary materials and supplies for home repairs and improvements. The program provides grants for the following activities: exterior or interior home repair, repair of fencing and/or landscaping, plumbing, exterior painting, roof repair, and similar activities. The maximum grant amount is $4,000 per household, unless for exceptional circumstances as approved by the Community Development Director. This program is also used to provide funds for neighborhood clean-ups which have included (but are not limited to) trash and debris removal, clean-up of unmaintained conditions, removal of inoperable vehicles, restoration of vandalized building, and removal of public nuisances. 2008-2014 HOUSING ELEMENT V-15 HOUSING PLAN To qualify for the program, a household needs to meet the following conditions: • • Current household income must be at or below 80 percent of the County median income based upon family size. The head of the household must be at least 55 years of age, or have a physical handicap that makes him/her unable to maintain the home. 2008-2014 Objective: The City will continue to use CDBG funds to assist senior and/or disabled households with needed home repairs and improvements. The City’s objective will be to provide assistance to 15 households per year. 2. Housing Community Preservation and Abatement The City’s Community Preservation program is designed to bring substandard housing units into compliance with City codes. The City’s program combines a pro-active canvassing of the City to identify substandard housing and a re-active complaint driven inspection process. The City’s goal is code compliance and vacation of substandard housing is not anticipated. Property owners in violation of City codes are provided information on rehabilitation loans or grants they may be eligible for in correcting code violations. 2008-2014 Objective: The City will continue to operate its community preservation and abatement program to stem housing deterioration. 3. Section 8 Rental Assistance The Section 8 rental assistance program extends rental subsidies to extremely low and very low income households, including families, seniors and the disabled. The Section 8 program offers a voucher that pays the difference between the current fair market rent (FMR) as established by HUD and what a tenant can afford to pay (i.e. 30% of household income). The voucher allows a tenant to choose housing that costs above the payment standard, providing the tenant pays the extra cost. The Orange County Housing Authority (OCHA) coordinates Section 8 rental assistance on behalf of the City, with 76 households receiving assistance as of January 2008, including 14 families, 54 senior households, and 8 disabled households. 2008-2014 Objective: Maintain current levels of assistance. Encourage landlords to register units with the Orange County Housing Authority and undergo education on the Section 8 program. 2008-2014 HOUSING ELEMENT V-16 HOUSING PLAN PROVISION OF AFFORDABLE HOUSING To provide affordable rental housing to very low and low income households, the City has been and will continue to be involved in the acquisition and rehabilitation of older apartment complexes, and the purchase of affordability covenants. The Redevelopment Agency will also dedicate significant levels of housing funds, including assistance with land assembly and write-down, in support of affordable housing production. Homeownership is beyond the reach of a large segment of Yorba Linda’s workforce, young adults wishing to return to the area they were raised in, and moderate income families currently renting in the community. To enable more of these households to purchase homes in the City, the Housing Element sets forth several homeownership assistance programs: Redevelopment Agency purchase of existing Ownership Units, the Mortgage Assistance Program, and Mortgage Credit Certificates. 4. Affordable Housing Development Assistance The City and its Redevelopment Agency play an important role in facilitating development of affordable housing in Yorba Linda through provision of land writedowns, regulatory incentives, and direct financial assistance. The Agency evaluates the need for financial assistance based on provision of affordable housing, level of affordability, and project viability. The Agency’s focus in expending funds is to meet the Agency’s replacement and inclusionary obligations generated by new development in the redevelopment project areas. The Agency estimates approximately $34.6 million in housing set-aside funds will be available during the 2008-2014 period, and plans to dedicate approximately 80 percent ($27.7 million) of these funds towards affordable housing production, including committed assistance (Program 7). 2008-2014 Objective: Continue to provide financial and regulatory incentives to private developers, with the goal to produce housing affordable to extremely low, very low, low and moderate income households in Yorba Linda. 5. Mortgage Assistance Program The Yorba Linda Redevelopment Agency initiated the Mortgage Assistance Program (MAP) to assist low and moderate income first time homebuyers through the provision of “silent second” loans. Qualified participants can receive up to 10 percent of the purchase price of a home or $25,000, whichever is less, from the Agency to be used towards the down payment and/or closing costs. The loan is interest-free and is paid back, along with an equity share percentage, once the homeowner decides to sell, transfer title, or lease the home. If the buyer owns and resides in the home for a minimum of 15 years, the MAP loan will be forgiven and no repayment to the Agency is required. The program is currently open and funds are available, but due to high housing prices in Yorba Linda, the current program assistance is insufficient to assist either low or 2008-2014 HOUSING ELEMENT V-17 HOUSING PLAN moderate income first-time homebuyers. Therefore, the City will consider changes to this program, including an increase in assistance and/or combining the assistance with an Agency-restricted sales price unit. These changes will be considered by the City in Fall 2009. 2008-2014 Objective: The City will continue to provide MAP loans, but will review program parameters in order to make the program viable to qualified low and moderate income first time homebuyers. The objective is to issue ten (10) MAP loans between 2008-2014. 6. Mortgage Credit Certificate (MCC) The Mortgage Credit Certificate (MCC) program is a federal program that allows qualified first-time homebuyers to take an annual credit against federal income taxes of up to 15 percent of the annual interest paid on the applicant’s mortgage. This enables homebuyers to have more income available to qualify for a mortgage loan and make the monthly mortgage payments. The value of the MCC must be taken into consideration by the mortgage lender in underwriting the loan and may be used to adjust the borrower’s federal income tax withholding. The MCC program has covenant restrictions to ensure the affordability of the participating homes for a period of 15 years. MCCs can be used in conjunction with the City’s MAP program described above. While escalating housing prices have resulted in Orange County temporarily placing the MCC program on hold, given the rapidly changing homebuyer market, the program will likely be reinitiated during the Housing Element planning period. 2008-2014 Objective: Upon reinitiation of the MCC Program through the County, provide informational brochures at City Hall and on the City’s website, and market in conjunction with the City’s homebuyer assistance. 7. Conversion of Multifamily Rental Housing to Affordable through Committed Assistance The City is using committed assistance to convert market rate rental housing to affordable for lower income households. Under this program, the Redevelopment Agency provides funds for the purchase of long-term affordability covenants in an existing apartment building or to a selected developer (typically a non-profit organization) to purchase a deteriorated multi-family rental property for rehabilitation. The units are made available to lower income households for a period of at least 55 years. The City has experience with this type of project, having worked with a nonprofit developer to complete the acquisition and rehabilitation of 67 units in Arbor Villas under this program during the last Housing Element period. The City’s Redevelopment Agency has committed $12.9 million in housing set-aside funds to the Linda Gardens family apartments, a dilapidated property with serious crime 2008-2014 HOUSING ELEMENT V-18 HOUSING PLAN problems. The project, which involves acquisition and rehabilitation of 76 units, will provide and maintain affordability and occupancy restrictions for at least 55 years. Market rents in Linda Gardens prior to acquisition provided 55 units affordable to low income households, and 20 units at levels affordable to moderate income households. After completion of the project, 8 units will be affordable to extremely low income households, 54 units will be affordable to very low income households, 13 units will be affordable to low income households, and one unit will be reserved for a manager. A relocation plan has been prepared and funds made available to eligible households. The units will be decent, safe and sanitary upon occupancy. The City is also entering negotiations with Archstone regarding their Yorba Linda apartment community (previously River Bend Apartments) to provide committed assistance for the creation of at least 30 affordable rental units. Current market rents for the 400 units in the development are affordable to moderate income households. The City estimates that between $1.5 and $3.5 million is needed to create at least 30 affordable units for low income households. With a vacancy rate of 20 percent, the affordable units can be rented quickly once an agreement is reached between the City and the owner. No relocation plan is required. Affordability and occupancy restrictions will be maintained for at least 55 years. 2008-2014 Objective: The City is providing committed assistance to the Linda Gardens project to convert 75 units as affordable to lower income households, including extremely low income households, for a period of at least 55 years. The City has also initiated negotiations with Archstone to provide committed assistance to convert at least 30 units as affordable to low income households. 8. Purchase of Existing Housing Units to Create Affordable Home Ownership Units The Yorba Linda Redevelopment Agency has in the past purchased residential units condominiums, townhouses, or single-family homes - within various neighborhoods in the Redevelopment Project Area to fulfill replacement housing obligations. The Agency then sells the units with financial incentives to qualified moderate income homebuyers through a lottery process. The units carry restrictive 45-year affordability covenants, limiting the resale of the units to either another income qualified homebuyer or back to the Agency. The program provides a means of integrating affordable housing within market rate developments, and can also address the needs of large families for affordable housing. With over half of the condominiums/townhomes on the market in Yorba Linda comprised of units with three or more bedrooms, the Agency will specifically pursue the acquisition of these larger units to provide housing opportunities of low and moderate income large families. 2008-2014 Objective: The City’s objective is to purchase between 12-15 housing units and provide as affordable housing to moderate income purchasers. 2008-2014 HOUSING ELEMENT V-19 HOUSING PLAN 9. Second Units A second unit is a self-contained living unit with cooking, eating, sleeping, and full sanitation facilities, either attached to or detached from the primary residential unit on a single lot. Second units offer several benefits. First, they typically rent for less than apartments of comparable size, and can offer affordable rental options for seniors, college students and single persons. Second, the primary homeowner receives supplementary income by renting out their second unit, which can help many modest income and elderly homeowners remain in or afford their homes. Pursuant to current State law, the Yorba Linda City Council adopted Chapter 18.20 of the Zoning Code to permit second units as an accessory use in all single-family residential zone districts through a ministerial process. The general development standards for the second unit include: the lot size shall be a minimum of 15,000 square feet,; the unit shall conform to the development standards applicable to the primary unit; the maximum size of the second unit is 30 percent of the primary unit or 1,200 square feet; at least one covered parking space is required for the second unit; and the unit shall be built to minimize visibility from the public right-of-way. In addition, the owner must reside in either the primary or the second unit. Since January 2006, four second units been permitted. During the prior planning period, six second units were developed in Yorba Linda. Therefore, the City anticipates the development of six additional second units during this planning period, for a total of 10 new second units. 2008-2014 Objective: Through implementation of the City’s second unit ordinance, provide additional sites for the provision of rental housing. Educate residents on the availability of second units through development of informational materials for distribution at the public counter, and through advertisement on the City’s website by Summer 2009. Seek to achieve ten second units during the planning period. PROVIDE ADEQUATE RESIDENTIAL SITES A key element in meeting the housing needs of all segments of the community is the provision of adequate sites for a variety of housing types. The General Plan, Zoning Ordinance, and specific plans dictate where housing may locate, thereby affecting the supply of land available for residential development. 10. Rezoning of Sites to Higher Densities The City is proposing to rezone various vacant and underutilized sites to facilitate residential development at a density of 10 to 30 units per acre. The City has identified 13 sites encompassing 48 acres, of which 21 acres are currently zoned non-residential and 27 acres are residentially zoned at a density less than 10 units per acre. Of the 48 acres to be rezoned, 25 are proposed for rezoning at a density of 30 units per acre; 11 2008-2014 HOUSING ELEMENT V-20 HOUSING PLAN acres at a density of 20 units per acre; and 12 acres at a density of 10 units per acre. All sites proposed for rezoning, except one 1/2 acre site currently zoned CommercialGeneral, will be subject to a vote of the electorate under the City’s Measure B provisions. The rezoning will accommodate development of 1,087 units of which 742 units address the City’s extremely low, very low and low income housing needs, and 345 units address the City’s moderate income housing needs. 2008-2014 Objective: Undertake the following actions in support of rezoning: 1) Prepare new multi-family General Plan and zoning category designations; 2) Conduct Measure B vote(s) on proposed multi-family sites; and 3) Rezone those sites receiving Measure B approval and amend the General Plan accordingly. Complete the rezoning process within two years of Housing Element adoption (fall 2011). To the extent a shortfall exists in sites receiving Measure B approval, propose alternative sites for rezoning to address the City’s regional housing needs for lower and moderate income households. 11. Town Center Specific Plan Yorba Linda’s 18 acre “Town Center area” is characterized by older, underutilized commercial uses as well as some non-conforming residential properties. A public process involving property owners and tenants to develop a Land Use Vision Plan for this area resulted in adoption of the Downtown Master Plan in 2003 and the Town Center Planned Development Zoning Regulations in 2005. The Plan and Zoning provided for the integration of multi-family residential and mixed-use development. However, community reaction to the regulations resulted in the regulations being overturned and passage of Measure B in 2006 - a citizen initiative requiring increases in densities above 10 units per acre anywhere in the City to go before a vote of the public. As a means of establishing a Plan which better reflects the community’s desires, in 2006 the City Council established a Town Center Blue Ribbon Committee (BRC) with the charge of developing a set of guiding principles and conceptual recommendations for the Town Center. Through an extensive 18-month community involvement and education process, the BRC developed a consensus-based Report setting forth principles and recommendations for the Town Center. The BRC Report continues to recommend the integration of housing in the Town Center, and on Agency owned sites in particular. The focus of the Town Center program in the updated Housing Element is development of a specific plan which includes a variety of housing types consistent with the character of the area; the City has entered into a consultant contract (April 2009) for preparation of the specific plan. 2008-2014 Objective: Adopt a specific plan for the Town Center by 2010 integrating housing and commercial uses. Continue to acquire sites appropriate for housing in the Town Center area. 2008-2014 HOUSING ELEMENT V-21 HOUSING PLAN 12. Sustainability and Green Building Yorba Linda is considering a comprehensive update of its General Plan. An underlying theme that will permeate the entire General Plan is to create a more sustainable community for existing and future residents. Strategies for sustainable site design and development, resource conservation, and sustainable circulation and streetscape will be developed and integrated within the Plan. One of the Plan’s primary tools to achieve sustainable development is through implementation of standards for “green” building. Green buildings are structures that are designed, renovated, re-used or operated in a manner that enhances resource efficiency and sustainability. These structures reduce water consumption, improve energy efficiency, generate less waste, and lessen a building’s overall environmental impact. Standards for green building are currently being developed at several different levels. The California Building Standards Commission is developing a State Green Building Standard; the International Code Council is developing a residential green standard in conjunction with the Building Industry of America; and the California Energy Commission (CEC) is publishing new energy regulations which are expected to be 50% above the national energy baseline. Upon publication of these standards in 2008, Yorba Linda will develop a local green building program to develop a holistic, integrated approach to address green building in both public and private development. 2008-2014 Objective: Update the General Plan based upon principles of sustainability. Adopt a local green building program, and develop educational materials on green building and provide to homeowners and builders in Yorba Linda. 13. Annexation of Areas in Sphere of Influence Future housing growth can be accommodated through annexation of undeveloped land within Yorba Linda’s northern Sphere of Influence. The 635 acre Murdock Property Area located in the northeastern Sphere represents the largest integrated tract of undeveloped land likely to be annexed within this Housing Element planning period. The City’s current General Plan provides for up to 630 new units in the Murdock Area Plan, and encourages clustering in response to topographical and other physical limitation. Upon annexation, the Murdock Property Area would be subject to the proposed Inclusionary Housing Ordinance (Program 8) set forth in this Housing Element update, and may be subject to a Measure B vote of the electorate.. 2008-2014 Objective: Annex areas within the Sphere of Influence and provide infrastructure and services necessary to support future development. 2008-2014 HOUSING ELEMENT V-22 HOUSING PLAN REMOVAL OF GOVERNMENTAL CONSTRAINTS Under current State law, the Yorba Linda Housing Element must address, and where legally possible, remove governmental constraints affecting the maintenance, improvements, and development of housing. The following programs are designed to mitigate governmental constraints on residential development and facilitate the development of a variety of housing. 14. Affordable Housing Density Bonus The City adopted the Special Housing (SH) Combining Zone (Section 18.18) as a tool to facilitate affordable development through density bonus and other incentives. A developer is eligible for affordable housing development incentives under the SH zone if the proposed housing project contains at least: • • • Twenty percent (20%) of the units for low income households; or Ten percent (10%) of the units for very low income households; or Fifty percent (50%) of the units for senior citizens. Development incentives for affordable housing include a relaxation of property development standards normally applied to housing in the City as well as a density bonus of up to 100 percent of the underlying zone’s maximum density. If necessary to accommodate the density bonus, additional modifications of development and zoning standards may be granted. Section 18.18.060 provides additional relaxation of development standards for senior housing. When the City adopted the SH zoning provisions in October 2004, the ordinance reflected the State density bonus requirements in effect at the time. However, the State legislature passed SB 1818 (effective January 2005) making major changes to the State density bonus requirements, including significantly reducing the number of affordable units that a developer must provide to receive a density bonus. Current State provisions allow for density bonuses and additional incentive(s) for projects which provide one of the following: • • • • 10 percent of the total units for lower income households; or 5 percent of the total units for very low income households; or A senior citizen housing development or mobilehome park that limits residency based on age requirements for housing for older persons; or 10 percent of the total dwelling units in a condominium for moderate income households. The amount of density bonus varies according to the amount by which the percentage of affordable housing units exceeds the established minimum percentage, but generally ranges from 20-35 percent above the specified General Plan density. Eligible projects may also receive 1-3 additional development incentives, depending on the proportion 2008-2014 HOUSING ELEMENT V-23 HOUSING PLAN of affordable units and level of income targeting. The following development incentives may be requested: • • • Reduced site development standards or design requirements. Approval of mixed-use zoning in conjunction with the housing project. Other regulatory incentives or concessions proposed by the applicant or the City that would result in identifiable cost reductions. In addition to these incentives, State law now provides for the following reduced parking ratios at the request of the developer: 1 space for 0-1 bedroom units, 2 spaces for 2-3 bedroom units, and 2½ spaces for four or more bedrooms (inclusive of handicapped and guest parking). 2008-2014 Objective: Amend the City’s existing density bonus provisions by 2010 to reflect current State requirements. 15. Administrative Adjustment Process The City uses an Administrative Adjustment Process as a means of providing flexibility in residential development standards. This flexibility is one way to reduce the costs of development and thus, enhance unit affordability. Specific administrative adjustments pertaining to residential uses include the following: • • • • A decrease of not more than 10 percent of the required building site are, width, or depth; A decrease of not more than 20 percent of the required width of a side yard or the yard between buildings; A decrease of not more than 15 percent of the required front or rear yard with the combined total not to exceed 20 percent; and An increase of not more than 10 percent of the permitted projection of steps, stairways, landings, eaves, overhangs, masonry chimneys, and fireplaces into any required front, rear, side or yard between buildings. Unlike the conditional use permit and variance processes, the Administrative Adjustment Process is a non-public hearing process and is not subject to the public noticing requirements of the Government Code. However, Administrative Adjustment applications do provide notice to all abutting property owners adjacent to the subject property. 2008-2014 Objective: The City will continue to use the Administrative Adjustment Process to provide flexibility in residential development requirements. 2008-2014 HOUSING ELEMENT V-24 HOUSING PLAN 16. Zoning Ordinance Revisions As part of the Governmental Constraints analysis for the Housing Element update, the following revisions to the Yorba Linda Zoning Code were identified as appropriate to better facilitate the provision of a variety of housing types: • Add supportive housing within the Code’s definition section. • Identify transitional and supportive housing as permitted uses within residential zone districts. • Identify emergency shelters as a permitted use in the Light Manufacturing, M-1 Zone. • Define and establish parameters for single room occupancy uses. Emergency shelters will be subject to the same development and management standards as other permitted uses in the M-1 Light Manufacturing Zone. The City will, however, develop written, objective standards for emergency shelters to regulate the following, as permitted under SB 2: • • • • • • • • The maximum number of beds/persons permitted to be served nightly; Off-street parking based on demonstrated need, but not to exceed parking requirements for other residential or commercial uses in the same zone; The size/location of exterior and interior onsite waiting and client intake areas; The provision of onsite management; The proximity of other emergency shelters, provided that emergency shelters are not required to be more than 300 feet apart; The length of stay; Lighting; Security during hours that the emergency shelter is in operation. 2008-2014 Objective: Amend the zoning ordinance by June 2010 to make explicit provisions for transitional and supportive housing, SROs, and emergency shelters. Develop objective standards to regulate emergency shelters as provided for under SB 2. 2008-2014 HOUSING ELEMENT V-25 HOUSING PLAN EQUAL HOUSING OPPORTUNITY In order to make adequate provision for the housing needs of all economic segments of the community, the housing program must include actions that promote housing opportunities for all persons regardless of race, religion, sex, family size, marital status, ancestry, national origin, color, age, or physical disability. 17. Fair Housing The City uses the services of the Orange County Fair Housing Council for fair housing outreach and educational information, fair housing complaints, tenant/landlord dispute resolution, and housing information and counseling. The role of the Council is to provide services to jurisdictions, agencies, and the general public to further fair housing practices in the sale or rental of housing. 2008-2014 Objective: The City will continue to promote fair housing practices, and provide educational information on fair housing to the public. The City will refer fair housing complaints to the Orange County Fair Housing Council. 18. Accessible Housing Pursuant to Senate Bill 520, jurisdictions are required to analyze constraints to the development, maintenance, and improvement of housing for persons with disabilities and take measures to remove constraints. As part of this Housing Element, Yorba Linda will adopt a reasonable accommodation procedure to encourage and facilitate the provision of housing for persons with disabilities including, but not limited to, procedures for the approval of group homes, accessibility improvement and ADA retrofit projects. The process for adopting a reasonable accommodation procedure will involve an evaluation of the zoning code and other applicable codes for compliance with fair housing laws. The adopted reasonable accommodation procedure may include measures that provide flexibility in development standards and land use controls, reduced processing times, expedited plan checks and public education/outreach efforts. 2008-2014 Objective: Adopt and implement a reasonable accommodation procedure; inform and educate the public on the availability of the reasonable accommodation procedure through the dissemination of information on the City’s website and at the Community Development Department’s public counter. 2008-2014 HOUSING ELEMENT V-26 HOUSING PLAN Table V-3 Housing Program Summary 2008-2014 Housing Program 2008-2014 Objective Program Goal EXISTING AFFORDABLE HOUSING 1. Residential Provide financial Assist 15 households Rehabilitation assistance for annually, or 90 over home repairs to the 2008-2014 lower income period. households. 2. Housing Bring substandard Continue to operate Community housing into the Community Preservation and compliance with Preservation Abatement City codes Program. 3. Section 8 Rental Provide rental Continue current Assistance assistance to levels of Section 8; extremely low coordinate with and very low OCHA; encourage income landlords to register households. units. PROVISION OF AFFORDABLE HOUSING 4. Affordable Facilitate Continue to provide Housing affordable financial and Development housing regulatory incentives Assistance development by to private developers, for-profit and non- to achieve long-term profit housing affordability. developers to provide housing affordable to extremely low, very low, low and moderate income households. 5. Mortgage Assist moderate Revise program Assistance Program income parameters to (MAP) households address current purchase their market. Provide first home. “silent second” loans to 10 first time homebuyers. 6. Mortgage Credit Expand Upon reinitiation of Certificate (MCC) homeownership program, provide opportunities for informational low and brochures at City moderate income Hall and on website, homebuyers. and market with City homebuyer assistance. 2008-2014 HOUSING ELEMENT V-27 Funding Source Responsible Agency Time Frame CDBG Community Development Department 2008-2014 General Fund Community Development Department 2008-2014 HUD Section 8 OCHA 2008-2014 RDA Set-Aside Funds Community Development Department 2008-2014 Redevelopment Housing SetAside Community Development Department Revise program by Fall 2009; assistance available 20082014 Federal Tax Credit Orange County Housing and Community Services 2008-2014 HOUSING PLAN Table V-3 Housing Program Summary (cont’d) Housing Program 2008-2014 Program Goal Objective PROVISION OF AFFORDABLE HOUSING (cont’d) 7. Conversion of Improve Acquire, rehabilitate, Multifamily Rental dilapidated rental and establish to Affordable housing; improve affordability through Committed neighborhoods; covenants on 75 Assistance preserve rental units at Linda affordability. Gardens. Enter into agreement with Archstone to provide at least 30 units affordable to lower income households. 8. Purchase of Provide Acquire and place Existing Housing affordable affordability Units to Create homeownership covenants on 12 to Affordable Home through purchase 15 units. Ownership Units of existing homes and selling to moderate income homebuyers. 9. Second Units Provide additional sites for rental housing within existing neighborhoods. 10. Rezoning of Sites to Higher Densities Provide adequate sites to accommodate development of housing for extremely low, very low, low and moderate income households. PROVIDE ADEQUATE SITES 11. Town Center Provide sites for a Specific Plan variety of housing types affordable to extremely low, very low, low and moderate income households. 2008-2014 HOUSING ELEMENT Funding Source Responsible Agency Time Frame RDA Set-Aside Community Development Department Complete Linda Gardens in 2009. Enter into agreement with Archstone in 2009. Redevelopment Housing SetAside Community Development Department 2008-2014 Implement City’s ordinance to accommodate second units, and educate public on availability. Seek to achieve 10 units. 1) Prepare new multi-family zoning/GP designations; 2) Conduct Measure B Vote; 3) Rezone sites accordingly. Department Budget Community Development Department Department Budgets Community Development Department Prepare educational materials on second units and advertise on website by Summer 2009. Complete rezoning process within two years of Housing Element adoption (fall 2011). Develop and adopt Specific Plan. Continue to acquire sites appropriate for housing in the Town Center area. Department Budget; RDA Set-Aside Community Development Department V-28 Adopt Plan by 2010. HOUSING PLAN Table V-3 Housing Program Summary (cont’d) Housing Program Program Goal PROVIDE ADEQUATE SITES (cont’d) 12. Sustainability Promote energy and Green Building conservation and sustainable design in new and existing development. 13. Annexation of Areas in Sphere of Influence 2008-2014 Objective Funding Source Responsible Agency Update General Plan based on principals of sustainability. Adopt Citywide Green Building program and develop educational materials to homeowners and builders. Department Budgets Community Development Department Initiate General Plan update in 2010. Adopt Green Building Program and develop educational materials in 2011. General Fund Community Development Department Seek to achieve annexation of the Murdock property by 2012. Department Budgets Community Development Department Amend the Ordinance by 2010. Department Budget Community Development Department 2008-2014 Department Budget Community Development Department Amend the Ordinance by June 2010. Increase the City’s capacity to accommodate future housing growth. Annex areas within the Sphere of Influence and provide infrastructure and services to support future development. REMOVAL OF GOVERNMENTAL CONSTRAINTS 14. Affordable Provide density Amend the City’s Housing Density and other density bonus Bonus incentives to ordinance to reflect facilitate current State affordable requirements. housing development. 15. Administrative Provide flexibility Continue to use this Adjustment Process in residential administrative development process for specific standards. adjustments to residential uses. Provide Amend the Zoning 16. Zoning Code to make Ordinance Revision appropriate zoning to explicit provisions facilitate the for transitional and provision of supportive housing, transitional and single room supportive occupancy uses and housing, single permit by right room occupancy emergency shelters uses and emergency shelters for the Homeless. 2008-2014 HOUSING ELEMENT V-29 Time Frame HOUSING PLAN Table V-3 Housing Program Summary (cont’d) Housing Program Program Goal EQUAL HOUSING OPPORTUNITY 17. Fair Housing Promote fair housing practices. 2008-2014 Objective 18. Accessible Housing Provide accessible housing to persons with disabilities. Funding Source Responsible Agency Continue to provide educational information on fair housing to the public. Refer fair housing complaints to the Orange County Fair Housing Council. CDBG Adopt and implement and accessibility procedure and inform the public about the new process. Department Budget, CDBG Community Development Department Orange County Housing Authority, Orange County Fair Housing Council Community Development Department Time Frame 2008-2014 Adopt and implement new procedure by 2009. Table V-4 Summary of Quantified Objectives Income Level New Construction* Rehabilitation** Conservation*** Goal Goal Goal Extremely Low 228 9 38 Very Low 228 36 38 Low 368 45 6 Moderate 408 0 6 Above Moderate Totals 789 0 0 2,021 90 88 * Reflects RHNA, including 75 conversion units at Linda Gardens and 30 conversion units at Archstone ** Reflects 90 Residential Rehabilitation units *** Reflects 76 Section 8 and 12 Purchase of covenants on existing units. 2008-2014 HOUSING ELEMENT V-30 HOUSING PLAN APPENDIX A PUBLIC PARTICIPATION Community Workshop Notice (June 18, 2008) Public Comment Card (June 18, 2008) Property Owner Notification (July 18, 2008) Property Owner Invitation (October 24, 2008) Stakeholder’s Meeting Notice (November 20, 2008) Stakeholder’s Questions and Staff Responses (November 20, 2008) Housing Element Notification Lists What Should Yorba Linda’s Plan be for Housing? COMMUNITY WORKSHOP 2008-2014 Housing Element Update Wednesday, June 18 Yorba Linda Community Center 4501 Casa Loma Avenue 6:00 – 7:30 p.m. The Housing Element will set forth Yorba Linda’s housing strategy for the 2008-2014 period to address existing and future housing needs. Cathy Creswell, Deputy Director from the State Dept of Housing and Community Development (HCD) will be in attendance to assist residents in understanding State Housing Element requirements, and in identifying strategies to help Yorba Linda address its needs, such as: Housing for senior citizens Housing for the local workforce Homeownership and Rental Assistance Acquisition of existing apartments Additional programs based on YOUR input !!!! For further information, contact Pam Stoker in Community Development at (714) 961-7130 or at [email protected] City of Yorba Linda 2008-2014 Housing Element Update June 18th Community Workshop Please provide us with your input for the Housing Element update: 1. WHAT DO YOU SEE AS THE GREATEST STRENGTHS OF YORBA LINDA’S HOUSING AND NEIGHBORHOODS? 2. WHAT ARE THE COMMUNITY’S MOST IMPORTANT HOUSING NEEDS? 3. WHAT OPTIONS WOULD YOU LIKE THE CITY TO PURSUE TO ADDRESS ITS HOUSING NEEDS WITHIN THE HOUSING ELEMENT? ADDITIONAL COMMENTS FOR THE HOUSING ELEMENT October 24, 2009 Name & Address Re: Yorba Linda 2008-2014 Housing Element Property Located at: Dear Mr. & Mrs. __________, As you are aware, the City of Yorba Linda has been working on an update of its General Plan Housing Element in accordance with State law. Housing Element statutes require the City to identify potential sites to address its regional housing growth needs (RHNA) for the period 2008-2014. Yorba Linda’s RHNA allocation includes a total of 2,039 new units, including 831 lower income units, 412 moderate income units, and 796 above moderate income units. An analysis of properties throughout the City has indicated that there is an insufficient number of properties that are currently zoned multi-family to address the City’s RHNA requirements for lower and moderate income housing. In order to address this shortfall and comply with State law, City staff has conducted a comprehensive review of residential and commercial sites for potential rezoning to multi-family use. During our initial site assessment, your property was identified as a potentially suitable site. This assessment was based on several factors, including size, location, current use, and development potential. After presenting the Draft Housing Element to the City Council on August 5, 2008, the Council directed staff to reevaluate the assumptions that had been made regarding the identified sites and to conduct a meeting with affected property owners to solicit their input on this process. We anticipate conducting this property owner meeting within the next six weeks, and will notify you as soon as a date has been set. Following the meeting with property owners, a revised Draft Housing Element with any necessary changes will be presented to the City Council for its review. For more information about the Housing Element update and property owner meeting, please contact Pam Stoker at (714) 961-7130. Sincerely, William Kelly Interim City Manager The City of Yorba Linda STAKEHOLDER’S MEETING 2008-2014 Housing Element Update Thursday, November 20th Yorba Linda Community Center 4501 Casa Loma Avenue 6:00 – 7:30 p.m. The stakeholder’s meeting will focus on the Draft Housing Element and discussing strategies to help Yorba Linda address its existing and future housing needs. The City’s Housing Consultants, Karen Warner Associates, along with City staff will be in attendance to explain the identification process of specific sites that may be included in the Draft Housing Element. The identification of these sites may or may not include property that you presently own. We invite you to join us this evening as we review potential sites being considered as part of the 2008-2014 Housing Element process. For further information, contact Pam Stoker in Community Development at (714) 961-7130 or at [email protected] Yorba Linda 2008-2014 Housing Element Update Stakeholder’s Meeting with Property Owners November 20, 2008 Yorba Linda Community Center Stakeholder Questions and Staff Responses Purchase of Sites in Other Cities Q – City Manager in Santa Fe Springs indicated that the City purchased sites in other cities to meet the City’s RHNA housing needs. Can Yorba Linda do this? A – As a means of clarification, Santa Fe Springs protested their RHNA numbers and received a decrease. Yorba Linda also challenged SCAG’s RHNA assignment, but received no decrease. While there is the ability to “trade and transfer” units during the draft RHNA process, after the final RHNA is adopted by SCAG, jurisdictions are not permitted to transfer their units to other jurisdictions. Redevelopment Funds Q – Did Yorba Linda’s housing need numbers get assigned because it uses Redevelopment funds? A – No, all cities and counties in California have regional housing needs assigned through the regional government. All Orange County cities have the same percentages assigned to each income category. Measure B Q - Will the sites require a Measure B vote? Can the voters “shoot down” the sites in the Measure B vote? A – Yes to both questions. Q – If the Council adopts the Housing Element, and a Measure B vote is required, would all sites be included together or voted on separately? A – The process for Measure B vote on sites has not been decided. Q – When would the Measure B vote occur? Is it the City’s cost or the developer’s cost? A – HCD wants any zone changes to occur within two years of adoption of the Element in order to have time for housing to be developed (usually a 2 to 5 year process). Therefore, the cost of the vote will probably fall to the City, rather than waiting for a property owner to initiate a project and associated Measure B vote. Q – Does Measure B discourage developers? A – Yes. It adds uncertainty to the development process, and extends the time frame. Staff has observed a decline in developer interest subsequent to adoption of Measure B. Page 1 of 1 Q – If Measure B fails at 30 units per acre, will the City add properties at 10 units per acre? A – Probably not. The 10 units per acre is harder to justify with HCD as meeting the lower income housing needs without significant subsidy. Q – If Measure B fails, what happens? Will the Element be de-certified? Will there be lawsuits? A – The Element would probably be de-certified by HCD. There is potential for lawsuits. The outcome of the lawsuit is uncertain, but the Housing Element Question and Answer handout provides information on some existing situations. Sites Q – What is the advantage for sites to be identified for higher density zoning in the Element? A – The primary advantage is a higher land value. As density increases, the land value increases. One Richfield owner indicated that he was not sure that land value for the Richfield sites, currently zoned CG would increase with a zone change allowing 10-30 units per acre. Q – Why is the Wabash/Rose site included in the Housing Element now when a proposed project for this site faced several redesigns to provide housing with some affordability? Further clarification of the proposed project from the property owner: • Initial proposal was for single-family homes, and based on staff direction, was redesigned as condominiums, and then redesigned again as single-family homes. • Condominium proposal was at a density of about 30 units per acre; later reduced for single-family homes, but didn’t make economic sense to develop. • Proposed plan went through several iterations at the Planning Department without real guidance • Developer pulled out primarily because of Measure B and the uncertainty of developing at a higher density. A – The current Housing Element regulations are more specific, requiring a city to identify specific sites that address that city’s housing needs. Housing Element regulations further require that the identified sites for lower income (at 30 units per acre) have the capacity for at least 16 units on the site and be allowed byright (no discretionary actions required). If a proposal meets the zoning code, that development will be allowed by-right. This means that there will be no variances or zone changes or general plan amendments required to develop the property if the proposal is in compliance with the new zone. If a proposal has asked for funds from the Redevelopment Agency, the Agency will review the plans. Page 2 of 2 Q – Will identified multi-family sites meet the RHNA? This question was asked because the owner’s property was taken off the recommended list and the owner wondered if the City might need to put the site back on the list. A – Current proposed sites meet the very low/low housing needs. Moderate income met by current rentals rates, but if owner(s) interested in increasing property to 10 units per acre, that will help meet the moderate income needs. Q – Why were the South Lakeview Greenhouse properties removed? A – Issues of compatibility, land use, access. Q – The Richfield site was identified in previous Housing Element and a developer prepared an affordable housing proposal at 10 units per acre. Assuming the site is identified in the Housing Element and that the zoning is changed, if a similar proposal came before the City, what is the City willing to do to encourage development of the site? A – The Agency will review the costs (proforma) to determine the financial assistance warranted for the project. The degree of the City’s interest will reflect the sites identified in the Housing Element. Additional Comments on Sites • Nixon Archive Site(s) – various opinions (about 3 property owners in attendance; another 1-2 adjacent owners). Some owners might be interested in zoning at 10 units per acre (up from 1.8 units per acre current zoning). Still requires Measure B vote, but voters might approve the Nixon Archive site(s) at 10 units per acre. The Olson Company approached the owners recently with potential interest in developing the site, but had concerns regarding Measure B constraints. • Richfield Site – One owner was present and was uncertain of continued interest in rezoning. He will talk with the other owners and let staff know in the next few weeks. • Wabash/Rose Site – Owner initially indicated he is not interested in having the site included in the Element. After listening to the discussion, he indicated he may be interested. Would be good for staff to follow up with him. • SWC Bastanchury & Lakeview Site - Equestrian Center owner (easternmost parcel) is interested in potential of rezoning. The entire block is about 17 acres; the Equestrian Center is about 5 acres and the two nursery parcels about 12 acres. The center nursery parcel (8.5 acres) on the block is currently identified for potential rezoning, with the two adjacent properties to serve as buffers to surrounding uses. Housing Element Approval, Densities and Affordability Q – Why is there a range of densities – 20 to 30 units per acre? A – HCD will accept 30 units per acre zoning as meeting the lower income housing need. If a city proposes a lower density, say 20 units per acre, HCD requires justification that, at this density, the development can address the lower income housing need. For example, what incentives will the city provide to encourage Page 3 of 3 housing affordable to lower income households? Financial assistance, usually through the Redevelopment Agency is the primary incentive Yorba Linda can offer. The identified sites are not developed by the City or the Redevelopment Agency, but by developers Q – What if zoning is changed to 30 units per acre, but proposals come in at 10 units per acre? A – As long as sites are identified to accommodate the 30 units per acre, it is okay if sites are developed at a lower density. However, site development should be consistent with the General Plan and there may be some issues with lower densities if there are discretionary actions by the City. Also, HCD will probably require a range with a minimum (floor) and a maximum (ceiling). If possible, it would be best for sites to have the highest density from HCD’s perspective. If the approved zoning allows 20 to 30 units per acre and a project is proposed at 20 units per acre, it would be difficult for the City to deny the project. In addition, the law requires that these sites be developed by-right. Q – What is the relationship between affordability and density? A – Densities of 30 units per acre do not guarantee affordability. However, HCD allows the City to use sites zoned at 30 units per acre to accommodate the City’s lower income housing need. The assumption is that with a higher density the cost per unit will be lower (due to land costs and some economies of scale). Q – What happens if the City desires a particular site to provide some affordable units? A – If the City desires affordability on some site(s), the City will need to negotiate with the developer. The City will probably need to provide some incentives. Constraints Q - Some stakeholders indicated that constraints were removed, even in the last Housing Element, and wondered why things would be different this time. A – New Housing Element requirements are much more specific. There cannot be discretionary approvals for the sites at 30 units per acre. Page 4 of 4 APPENDIX B RESIDENTIAL SITES INVENTORY Sites for Rezoning Inventory Potential Rezoning Sites Comparison with Low/Moderate RHNA Aerials of Proposed Sites for Rezoning Sites Considered but not Recommended for Rezoning Adequate Sites Alternative Checklist - Linda Gardens Adequate Sites Program - Linda Gardens Adequate Sites Alternative Checklist - Archstone Yorba Linda YORBA LINDA 2008-2014 HOUSING ELEMENT Sites for Potential Rezoning to Multi-Family at 10, 20 and 30 units per acre (4/28/09) Site No. Site Description Current Zoning Current Permitted Density Vacant Acres Underutilized Acres Potential Units Property Owner(s) Comments Sites at 30 Units per Acre 1 Prospect (Greenhouse) C-G 2 Wabash & Rose C-G 3 Yorba Linda/ Prospect C-G SWC Bastanchury & Lakeview (middle parcel) Old Canal Road Annex Savi Ranch* Mitsubishi Motors Site Savi Ranch* PD (R-E/R-S) PD/Support Commercial PD/Office Commercial 4 5 6 4.11 1.8 - 3 du/ac 123 units Site for-sale 1.68 50 units Current RV storage - 1 SFR on site 4.08 122 units 8.5 (of 17 acre block) 255 units 3.20 Subtotal at 30 units per acre 7.31 St. Joseph’s Health Systems St. Joseph’s medical office building plan to sell after building replacement medical office at Bastanchury/Rose Current nursery use (of 17 acre block) 96 units John Force Vacant Land 3.20 96 units Burke Real Estate Abandoned automobile dealership. Entitled for showroom retail. 17.46 742 units 24.77 acres @ 30 du/ac Sites at 20 Units per Acre 7 Lakeview/ Strawberry-Field C-G 8 Lakeview/Altrudy R-S 3 du/ac 9 SWC Bastanchury & Lakeview (eastern parcel) PD (R-E/R-S) 1.8 - 3 du/ac Subtotal at 20 units per acre 4.70 94 units RDA 2.39 47 units RDA 7.09 4.11 82 units 4.11 223 units 0.49 5 units Prior site for future Fire Station Current equestrian center use (of 17 acre block) 11.20 acres @ 20 du/ac Sites at 10 Units per Acre 10 Postal Annex SE Lemon & Eureka C-G 11 Nixon Archive R-E 1.8 du/ac 7.01 70 units 12 SWC Bastanchury & Lakeview (western parcel) PD (R-E/R-S) 1.8 - 3 du/ac 4.34 43 units Current nursery use (of 17 acre block) 13 3741 Rose Drive R-U 4.0 du/ac 0.43 4 units Current non-conforming use of residential property for auto detailing business 12.27 122 units 33.84 1,087 units Subtotal at 10 units per acre TOTALS for ALL Multifamily Rezoning 14.40 * Savi Ranch sites to be designated mixed use with an allowed residential density of 30 du/ac Previously planned for expansion of Presidential Walk. Multiple property owners; site constraints 12.27 acres @ 10 du/ac 48.24 acres @ 10-30 du/ac Recommended Multi-family Rezoning Sites Comparison with Yorba Linda’s Lower and Moderate Income RHNA Yorba Linda lower income RHNA - Linda Gardens (75 units) - Habitat (1 unit) - Archstone Yorba Linda (30 units) Remaining lower income RHNA 831 units - 75 units - 1 unit - 30 units 725 units Sites #1-6 unit potential at 30 du/ac - Remaining lower income RHNA Balance of lower income units 742 units -725 units + 17 units Yorba Linda moderate income RHNA - 2006 - 2008 Bldg permits (70 units) - Habitat (2 units) - Additional Second Units Remaining moderate income RHNA 412 units - 70 units - 2 units - 6 units 334 units Sites #7-13 unit potential at 10 and 20 du/ac - Remaining moderate income RHNA Balance of moderate income units 345 units -334 units + 11 units 4.11 acres Prospect Avenue (Greenhouses) 123 units @ 30 units/acre 1 1.68 acres Wabash/Rose Drive 50 units @ 30 units/acre 2 4.08 acres St. Joseph’s Medical Offices Prospect /Yorba Linda Blvd 122 units @ 30 units/acre 3 4.34 acres 10 du/acre 8.5 acres 30 du/acre 4.11 acres 20 du/acre Bastanchury/Lakeview 255 units @ 30 units/acre 82 units @ 20 units/acre 43 units @ 10 units/acre 4 3.2 acres Savi Ranch Old Canal Road Annex 96 Units @ 30 units/acre 5 3.2 acres Savi Ranch Mitsubishi Motors Site 96 Units @ 30 units/acre 6 4.7 acres Lakeview/Strawberry-Field Property 94 units @ 20 units/acre 7 2.39 acres Lakeview/Altrudy Lane Properties 47 units @ 20 units/acre 8 7.01 acres Nixon archive site 70 units @ 10 units/acre 9 0.49 acres Postal Annex 5 units @ 10 units/acre 10 0.43 acres 3741 Rose Drive 4 Units @ 10 units/acre Sites Considered but Not Recommended for Multi-Family Rezoning Site Description Current Zoning Current Permitted Density Lakeview/Valencia TC Lakeview & Mariposa R-E SE Bastanchury/Rose CO Water District Site R-M 10 du/ac R-E 1.8 du/ac R-E 1.8 du/ac So. Lakeview Greenhouses Lakeview @ Buena Vista South 1.8 du/ac Vacant Acres Underutilized Acres Property Owner(s) 2.44 RDA owns 1.9 acres 7.31 To be developed with St. Joseph’s Medical Office 0.35 Parcel too small 11.8 Size constraints; incompatible surrounding land uses 7.58 Development Agreement requires public use City Yard & Equipment Rental CG 2.63 Richfield CG 2.99 developable Casa Loma @ Imperial Highway R-S Top of Hidden Hills Rd adjacent to State Park OSR NWC Esperanza Rd, Eastside Circle PD 4.6 1.8 du/ac 3.6 2 sites: 7,500 s.f, corner site, 0.6 acre mid-block parcel on Imperial Hwy Four ½ acre pads, remainder of 26 acres undevelopable hillside 3.5 Various Kohl’s Dept Store 1 (approx) PD R-A. R-E Incompatible surrounding land uses; land use; access 1.65 PRD PD To be determined as part of Town Center Specific Plan Oil wells, grade differentials, prior senior housing proposal. Isolated property. City Equestrian Committee evaluating for equestrian use. 4.92 developable (of 4.98) Tank Farm Site Savi Ranch - northerly section of Kohl’s parking lot Savi Ranch - vacant R&D building, next to Kaiser Permanente Kellogg @ Yorba Linda Blvd. Comments Esar, Inc. City Yard property granted from County with requirement for public use; any other proposed use requires payment of market value to County and relocation of City Yard facility. Drainage/topography constraints on portion of site (of 3.23 acres); traffic also of concern. This site has been removed from further consideration for rezoning by the City Council (by resolution at their 4/21/09 meeting). Underutilized parking area for Kohl’s. Not ideal for housing due to adjacency to Big Box dept store and automotive repair facilities. Vacant research & development building. Surrounded by other office buildings. Approved tentative parcel map for single-family. Access and traffic flow concerns with higher density. Corner parcel too small, access problems. Interior parcel not recommended: a) located on west end of town (doesn’t meet criteria of identifying parcels on east side); and b) mid-block parcel - spot zoning Not recommended as developable pad size too small and geotechnical issues that may render the sites non-buildable Site encumbered with SCE easement and overhead transmission lines nSTATE OF CALIFORNIA -BUSINESS, TRANSPORTATION AND HOUSING AGENCY ARNOLD SCHWARZENEGGER, Governor DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT Division of Housing Policy Development 1800 Third Street, Suite 430 P. O. Box 952053 Sacramento, CA 94252-2053 (916) 323-3177 FAX (916) 327-2643 Linda Gardens, Yorba Linda Adequate Sites Program Alternative Checklist Government Code Section 65583.1(c) (Chapter 796, Statutes of 1998 [AB 438]) As provided for in Government Code Section 65583.1(c), local governments can rely on existing housing units to address up to 25 percent of their adequate sites requirement by counting existing units made available or preserved through the provision of “committed assistance” to low- and very low-income households at affordable housing costs or affordable rents. The following is a checklist intended to provide guidance in determining whether the provisions of Government Code Section 65583.1(c) can be used to address the adequate sites program requirement. A “yes” answer to the questions below means the alternative site program option(s) may be applicable to your community. HE Page # 65583.1(c)(4) Is the local government providing, or will it provide “committed assistance” within the first 2 years of the planning period? See the definition of “committed assistance” on page 4. 65583.1(c)(1)(A) Has the local government identified the specific source of “committed assistance” funds? ________________________________________________________ Specify the amount and date when funds will be dedicated through a (legally enforceable agreement). $ __12,900,000_______________ date: __June 2008___________ 65583.1(c)(3) Has at least some portion of the regional share housing need for very low-income (VL) or low-income (L) households been met in the current or previous planning period? IV-8-9 ⌧ Yes No IV-8-9 ⌧ Yes No ⌧ Yes No Specify the number of affordable units permitted/constructed in the previous period. 114 VL; 30 L Specify the number of affordable units permitted/constructed in the current period and document how affordability was established. 65583.1(c)(1)(B) Indicate the total number of units to be assisted with committed assistance funds and specify funding source. _________ 75 lower inc; 1 mgr’s unit RDA SetAside V-10; IV-8-9 IV-8-9 IV-8-10 65583.1(c)(1)(B) ⌧ Yes Will the funds be sufficient to develop the identified units at affordable No costs or rents? IV-8-10 65583.1(c)(1)(C) Do the identified units meet the substantial rehabilitation, conversion, or ⌧ Yes No preservation requirements as defined? Which option? Conversion Note: If you cannot answer “yes” to all of the general requirements questions listed above, your jurisdiction is not eligible to utilize the alternate adequate sites program provisions set forth in Government Code Section 65583.1(c). Adequate Sites Program Alternative Checklist Page 2 HE Page # SUBSTANTIAL REHABILITATION (65583.1(c)(2)(A)) Include reference to specific program action in the housing element. 65583.1(c)(2)(A) Will the rehabilitation result in a net increase in the number of housing units available and affordable to very low- and lower-income households? If so, how many units? 65583.1(c)(2)(A)(i) (I) Are units at imminent risk of loss to affordable housing stock? 65583.1(c)(2)(A)(i) (II) Is the local government providing relocation assistance consistent with Health and Safety Code Section 17975, including rent and moving expenses equivalent to four (4) months, to those occupants permanently or temporary displaced? 65583.1(c)(2)(A)(i) (III) Will tenants will have the right to reoccupy units? 65583.1(c)(2)(A)(i) (IV) Have the units been determined to be unfit for human habitation due the at least four (4) of the following violations? (a) Termination, extended interruption or serious defects of gas, water or electric utility systems provided such interruptions or termination is not caused by the tenant's failure to pay such gas, water or electric bills. (b) Serious defects or lack of adequate space and water heating. (c) Serious rodent, vermin or insect infestation. (d) Severe deterioration, rendering significant portions of the structure unsafe or unsanitary. (e) Inadequate numbers of garbage receptacles or service. (f) Unsanitary conditions affecting a significant portion of the structure as a result of faulty plumbing or sewage disposal. (g) Inoperable hallway lighting. 65583.1(c)(2)(A)(ii) Will affordability and occupancy restrictions be maintained for at least 20 years? 65583.1(c)(2)(A)(iii) Note: Prior to occupancy of the rehabilitated units, the local government must issue a certificate that finds the units comply with all local and State building and health and safety requirements. CONVERSION OF MULTIFAMILY RENTAL UNITS OF 4 OR MORE FROM NON-AFFORDABLE TO AFFORDABLE (65583.1(c)(2)(B)) Include reference to specific program description in the housing element. 65583.1(c)(2)(B)(i) Will the acquired units be made affordable to low- or very low-income households? _______ Yes No # of VLI units # of LI units Yes No Yes No Yes No Yes No Yes No Program 7 ⌧Yes No V-18/19 and V-28 IV-9 and App B Adequate Sites Program Alternative Checklist Page 3 HE Page # 65583.1(c)(2)(B)(ii) Were the units affordable to very low- or low-income households at the time they were identified for acquisition? 65583.1(c)(2)(B)(iii) If the acquisition results in the displacement of very low- or low-income households, is the local government providing relocation assistance consistent with Health and Safety Code Section 17975, including rent and moving expenses equivalent to four (4) months, to those occupants permanently or temporary displaced? 65583.1(c)(2)(B)(iv) Will units be decent, safe, and sanitary upon occupancy? 65583.1(c)(2)(B)(v) Will affordability and occupancy restrictions be maintained at least 55 years? PRESERVATION OF AFFORDABLE UNITS (65583.1(c)(2)(C)) Include reference to specific program action in housing element. 65583.1(c)(2)(C)(i) Will affordability and occupancy restrictions be maintained for at least 40 years? 65583.1(c)(2)(C)(ii) Are the units located within an “assisted housing development” as defined in Government Code Section 65863.10(a)(3)? See definition on page 4. 65583.1(c)(2)(C)(iii) Did the city/county, via the public hearing process, find that the units are eligible and are reasonably expected to convert to market rate during the next 5 years, due to termination of subsidies, prepayment, or expiration of use? 65583.1(c)(2)(C)(iv) Will units be decent, safe, and sanitary upon occupancy? 65583.1(c)(2)(C)(v) Were the units affordable to very low- and low-income households at the time the units were identified for preservation? Yes ⌧ No IV-9 and App B IV-8-9 ⌧ Yes No ⌧ Yes No IV-8-9 IV-8-9 ⌧Yes No Program ______ Yes No Yes No Yes No Yes No Yes No Adequate Sites Program: Linda Gardens Unit Type (# bedrooms) Number of Units Maximum Rent Thresholds Very Low Income Low Income 2 34 $988 $1,197 2 4 $988 $1,197 2 4 $988 $1,197 2 10 $988 $1,197 3 18 $1,115 $1,357 3 2 $1,115 $1,357 3 3 $1,115 $1,357 Total 75 Note: 1 additional 3-bedroom unit is the manager's unit Existing Rents Future Rents* $1,150 $1,175 $1,200 $1,200 $1,350 $1,375 $1,400 $569-883 $883-988 $569-988 $1,197 $632-1,115 $632-1,115 $1,357 Future Rents by Unit Size and Affordability Level Number of Units 8 31 23 13 Affordability Level 30% AMI 45% AMI 50% AMI 60% AMI 2-bedroom Units 5 19 18 10 Future Rents* $569 $883 $988 $1,197 * Future Rents are at levels required by Tax Credit regulations 3-bedroom Units 3 12 5 3 Future Rents* $632 $883 $1,115 $1,357 Existing Future Rent Rent Level Level >VLI >VLI >Low >Low >VLI >Low >Low VLI VLI VLI Low VLI VLI Low Meets RHNA? Yes Yes Yes Yes Yes Yes Yes Adequate Sites Program: Linda Gardens Maximum Rent Thresholds Unit Number Unit Type 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 3x2 2x1 2x1 3x2 2x1 2x1 2x1 2x1 2x1 2x1 2x1 2x1 2x1 2x1 2x1 2x1 2x1 2x1 2x1 2x1 3x2 2x1 2x1 3x2 3x2 2x1 2x1 3x2 3x2 2x1 2x1 3x2 3x2 2x1 2x1 3x2 3x2 2x1 2x1 3x2 3x2 Very Low Income Low Income $1,051.25 $946.25 $946.25 $1,051.25 $946.25 $946.25 $946.25 $946.25 $946.25 $946.25 $946.25 $946.25 $946.25 $946.25 $946.25 $946.25 $946.25 $946.25 $946.25 $946.25 $1,051.25 $946.25 $946.25 $1,051.25 $1,051.25 $946.25 $946.25 $1,051.25 $1,051.25 $946.25 $946.25 $1,051.25 $1,051.25 $946.25 $946.25 $1,051.25 $1,051.25 $946.25 $946.25 $1,051.25 $1,051.25 $1,261.50 $1,135.50 $1,135.50 $1,261.50 $1,135.50 $1,135.50 $1,135.50 $1,135.50 $1,135.50 $1,135.50 $1,135.50 $1,135.50 $1,135.50 $1,135.50 $1,135.50 $1,135.50 $1,135.50 $1,135.50 $1,135.50 $1,135.50 $1,261.50 $1,135.50 $1,135.50 $1,261.50 $1,261.50 $1,135.50 $1,135.50 $1,261.50 $1,261.50 $1,135.50 $1,135.50 $1,261.50 $1,261.50 $1,135.50 $1,135.50 $1,261.50 $1,261.50 $1,135.50 $1,135.50 $1,261.50 $1,261.50 Existing Rents Future Rents Existing Rent Level Future Rent Level RHNA $1,350 $1,150 $1,150 $1,400 $1,150 $1,150 $1,200 $1,175 $1,150 $1,150 $1,150 $1,175 $1,150 $1,200 $1,150 $1,150 $1,150 $1,200 $1,150 $1,150 $1,375 $1,150 $1,200 $1,350 $1,350 $1,200 $1,150 $1,350 $1,350 $1,200 $1,200 $1,350 $1,350 $1,150 $1,150 $1,350 $1,400 $1,200 $1,150 $1,350 $1,400 $681 $598 $598 $681 $598 $598 $598 $912 $912 $912 $912 $912 $912 $912 $912 $912 $912 $912 $912 $912 $681 $912 $912 $1,043 $1,043 $912 $912 $1,043 $1,043 $912 $912 $1,043 $1,043 $1,017 $1,017 $1,043 $1,043 $1,017 $1,017 $1,043 $1,043 > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low VLI VLI VLI VLI VLI VLI VLI VLI VLI VLI VLI VLI VLI VLI VLI VLI VLI VLI VLI VLI VLI VLI VLI VLI VLI VLI VLI VLI VLI VLI VLI VLI VLI Low Low VLI VLI Low Low VLI VLI Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes 1 of 2 Adequate Sites Program: Linda Gardens Maximum Rent Thresholds Unit Number Unit Type 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 2x1 2x1 3x2 3x2 2x1 2x1 3x2 3x2 2x1 2x1 3x2 3x2 2x1 2x1 3x2 3x2 2x1 2x1 3x2 3x2 2x1 2x1 3x2 2x1 2x1 2x1 2x1 2x1 2x1 2x1 2x1 2x1 2x1 2x1 2x1 Very Low Income Low Income $946.25 $946.25 $1,051.25 $1,051.25 $946.25 $946.25 $1,051.25 $1,051.25 $946.25 $946.25 $1,051.25 $1,051.25 $946.25 $946.25 $1,051.25 $1,051.25 $946.25 $946.25 $1,051.25 $1,051.25 $946.25 $946.25 $1,051.25 $946.25 $946.25 $946.25 $946.25 $946.25 $946.25 $946.25 $946.25 $946.25 $946.25 $946.25 $946.25 $1,135.50 $1,135.50 $1,261.50 $1,261.50 $1,135.50 $1,135.50 $1,261.50 $1,261.50 $1,135.50 $1,135.50 $1,261.50 $1,261.50 $1,135.50 $1,135.50 $1,261.50 $1,261.50 $1,135.50 $1,135.50 $1,261.50 $1,261.50 $1,135.50 $1,135.50 $1,261.50 $1,135.50 $1,135.50 $1,135.50 $1,135.50 $1,135.50 $1,135.50 $1,135.50 $1,135.50 $1,135.50 $1,135.50 $1,135.50 $1,135.50 Existing Rents Future Rents Existing Rent Level Future Rent Level RHNA $1,200 $1,150 $1,350 $1,350 $1,150 $1,150 $1,400 $1,350 $1,200 $1,175 $1,350 $1,350 $1,200 $1,150 $1,375 $1,350 $1,150 $1,150 $1,350 $1,350 $1,200 $1,150 $1,350 $1,150 $1,150 $1,200 $1,150 $1,200 $1,150 $1,150 $1,150 $1,150 $1,150 $1,150 $1,175 $1,017 $1,017 $1,043 $1,043 $1,017 $1,017 $1,164 $1,164 $1,017 $1,017 $1,164 $1,164 $1,017 $1,017 $1,164 $1,406 $1,017 $1,017 $1,406 $1,406 $1,017 $1,017 MGR $1,017 $1,017 $1,226 $1,226 $1,226 $1,226 $1,226 $1,226 $1,226 $1,226 $1,226 $1,226 > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low > Low Low Low VLI VLI Low Low Low Low Low Low Low Low Low Low Low Mod Low Low Mod Mod Low Low N/A Low Low Mod Mod Mod Mod Mod Mod Mod Mod Mod Mod Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No Yes Yes No No Yes Yes No Yes Yes No No No No No No No No No No 2 of 2 nSTATE OF CALIFORNIA -BUSINESS, TRANSPORTATION AND HOUSING AGENCY ARNOLD SCHWARZENEGGER, Governor DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT Division of Housing Policy Development 1800 Third Street, Suite 430 P. O. Box 952053 Sacramento, CA 94252-2053 (916) 323-3177 FAX (916) 327-2643 Archstone Yorba Linda Adequate Sites Program Alternative Checklist Government Code Section 65583.1(c) (Chapter 796, Statutes of 1998 [AB 438]) As provided for in Government Code Section 65583.1(c), local governments can rely on existing housing units to address up to 25 percent of their adequate sites requirement by counting existing units made available or preserved through the provision of “committed assistance” to low- and very low-income households at affordable housing costs or affordable rents. The following is a checklist intended to provide guidance in determining whether the provisions of Government Code Section 65583.1(c) can be used to address the adequate sites program requirement. A “yes” answer to the questions below means the alternative site program option(s) may be applicable to your community. HE Page # 65583.1(c)(4) Is the local government providing, or will it provide “committed assistance” within the first 2 years of the planning period? See the definition of “committed assistance” on page 4. 65583.1(c)(1)(A) Has the local government identified the specific source of “committed assistance” funds? ________________________________________________________ Specify the amount and date when funds will be dedicated through a (legally enforceable agreement). $ __$1.5-$3.5 Million__________ date: __by July 1, 2010_______ 65583.1(c)(3) Has at least some portion of the regional share housing need for very low-income (VL) or low-income (L) households been met in the current or previous planning period? IV-9-10 ⌧ Yes No IV-9 ⌧ Yes No ⌧ Yes No Specify the number of affordable units permitted/constructed in the previous period. 114 VL; 30 L Specify the number of affordable units permitted/constructed in the current period and document how affordability was established. 65583.1(c)(1)(B) Indicate the total number of units to be assisted with committed assistance funds and specify funding source. _________ At least 30 lower inc. RDA SetAside V-10; IV-8-9 IV-9 IV-9 65583.1(c)(1)(B) ⌧ Yes Will the funds be sufficient to develop the identified units at affordable No costs or rents? IV-8-10 65583.1(c)(1)(C) Do the identified units meet the substantial rehabilitation, conversion, or ⌧ Yes No preservation requirements as defined? Which option? Conversion Note: If you cannot answer “yes” to all of the general requirements questions listed above, your jurisdiction is not eligible to utilize the alternate adequate sites program provisions set forth in Government Code Section 65583.1(c). Adequate Sites Program Alternative Checklist Page 2 HE Page # SUBSTANTIAL REHABILITATION (65583.1(c)(2)(A)) Include reference to specific program action in the housing element. 65583.1(c)(2)(A) Will the rehabilitation result in a net increase in the number of housing units available and affordable to very low- and lower-income households? If so, how many units? 65583.1(c)(2)(A)(i) (I) Are units at imminent risk of loss to affordable housing stock? 65583.1(c)(2)(A)(i) (II) Is the local government providing relocation assistance consistent with Health and Safety Code Section 17975, including rent and moving expenses equivalent to four (4) months, to those occupants permanently or temporary displaced? 65583.1(c)(2)(A)(i) (III) Will tenants will have the right to reoccupy units? 65583.1(c)(2)(A)(i) (IV) Have the units been determined to be unfit for human habitation due the at least four (4) of the following violations? (a) Termination, extended interruption or serious defects of gas, water or electric utility systems provided such interruptions or termination is not caused by the tenant's failure to pay such gas, water or electric bills. (b) Serious defects or lack of adequate space and water heating. (c) Serious rodent, vermin or insect infestation. (d) Severe deterioration, rendering significant portions of the structure unsafe or unsanitary. (e) Inadequate numbers of garbage receptacles or service. (f) Unsanitary conditions affecting a significant portion of the structure as a result of faulty plumbing or sewage disposal. (g) Inoperable hallway lighting. 65583.1(c)(2)(A)(ii) Will affordability and occupancy restrictions be maintained for at least 20 years? 65583.1(c)(2)(A)(iii) Note: Prior to occupancy of the rehabilitated units, the local government must issue a certificate that finds the units comply with all local and State building and health and safety requirements. CONVERSION OF MULTIFAMILY RENTAL UNITS OF 4 OR MORE FROM NON-AFFORDABLE TO AFFORDABLE (65583.1(c)(2)(B)) Include reference to specific program description in the housing element. 65583.1(c)(2)(B)(i) Will the acquired units be made affordable to low- or very low-income households? _______ Yes No # of VLI units # of LI units Yes No Yes No Yes No Yes No Yes No Program 7 ⌧Yes No V-18/19 and V-28 IV-9-10 and App B Adequate Sites Program Alternative Checklist Page 3 HE Page # 65583.1(c)(2)(B)(ii) Were the units affordable to very low- or low-income households at the time they were identified for acquisition? 65583.1(c)(2)(B)(iii) If the acquisition results in the displacement of very low- or low-income households, is the local government providing relocation assistance consistent with Health and Safety Code Section 17975, including rent and moving expenses equivalent to four (4) months, to those occupants permanently or temporary displaced? 65583.1(c)(2)(B)(iv) Will units be decent, safe, and sanitary upon occupancy? 65583.1(c)(2)(B)(v) Will affordability and occupancy restrictions be maintained at least 55 years? PRESERVATION OF AFFORDABLE UNITS (65583.1(c)(2)(C)) Include reference to specific program action in housing element. 65583.1(c)(2)(C)(i) Will affordability and occupancy restrictions be maintained for at least 40 years? 65583.1(c)(2)(C)(ii) Are the units located within an “assisted housing development” as defined in Government Code Section 65863.10(a)(3)? See definition on page 4. 65583.1(c)(2)(C)(iii) Did the city/county, via the public hearing process, find that the units are eligible and are reasonably expected to convert to market rate during the next 5 years, due to termination of subsidies, prepayment, or expiration of use? 65583.1(c)(2)(C)(iv) Will units be decent, safe, and sanitary upon occupancy? 65583.1(c)(2)(C)(v) Were the units affordable to very low- and low-income households at the time the units were identified for preservation? Yes ⌧ No IV-9 and App B IV-9 ⌧ Yes No ⌧ Yes No IV-9-10 IV-9-10 ⌧Yes No Program ______ Yes No Yes No Yes No Yes No Yes No