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Agenda Packet 2002-08-13CITIf COUNCIL AGENDA Mi�haa� a �dy Thomas A. Ru�els Jim Dickens Tony Ferrara Sandy Lubin INVOCATION: Mayor � Mayor Pro Tem Council Member Council Member Councfl Member AGENDA SUMMARY CITY COUNCIL MEETING TUESDAY, AUGUST 13, 2002 7:00 P.M. Arroyo Grande City Council Chambers 215 East Branch Street, Arroyo Grande 1. CALL TO ORDER 2. ROLL CALL 3. FLAG SALUTE: 4. 5. 5.a. 6. 6a. SPECIAL PRESENTATIONS: None. AGENDA REVIEW City of Arroyo Granrle Steven Adams City Manaper Timothy J. Cartnel City Anomey Kelly Wetrnore Director, Administrative Services 7:00 P.M. ARROYO GRANDE VALLEY KIWANIS PASTOR PAUL JONES Move that all resolutions and ordinances presented tonight be read in title only and all further readings be waived. AGENDA SUMMARY — AUGUST 13, 2002 PAGE 2 7. CITIZENS' INPUT. COMMENTS. AND SUGGESTIONS: Persons in the audience may discuss business not scheduled on this agenda regarding any item of interest within the jurisdiction of the Councii. The Council will listen to all communication; however, in compliance with the Brown Act, will not take any action on items that are not on the agenda. Upon completing your comments: ♦ You may be directed to staff for assistance; ♦ A Council Member may indicate an interest in discussing your issue with you subsequent to the Council meeting; ♦ The Council may direct staff to research the issue and subsequently report back to the Council (generally in the fortn of a memorandum or staff report); or ♦ No action is required or taken. 8. CONSENT AGENDA: The following routine items listed below are scheduled for consideration as a group. The recommendations for each item are noted. Any Council Member may request that any item be withdrawn from the Consent Agenda to permit discussion or change the recommended course of action. The City Council may approve the remainder of the Consent Agenda on one motion. S.a. Cash Disbursement Ratification (SNODGRASS) Recommended Actlon: Approve the listing of cash disbursements for the period July 16, 2002 through July 31, 2002. S.b. Statement of Investment Deoosits (SNODGRASS) Recommended Action: Receive and file the report of current investment deposits as of July 31, 2002. S.c. AGPOA Contract (SNODGRASS) Recommended Action: Authorize an additional appropriation of $112,700 to be added to the General Fund-Police Budget to implement the AGPOA MOU approved on July 23, 2002. 8.d. Consideration of A��roval of Minutes (WETMORE) Recommended Action: Approve minutes for the Regular City Council Meeting of July 23, 2002 as submitted. 8.e. Consfderation of Authorization to Solicit Bids - Public Works Vehicle (SPAGNOLO) Recommended Action: Authorize staff to solicit bids for the purchase of a%2 ton pick up truck as ptovided in the FY 2002-03 budget. AGENDA SUMMARY — AUGUST 13, 2002 PAGE 3 � 8.f. CONSENT AGENDA (continuedl: Recommended Action: Authorize staff to purchase two (2) replacement unmarked vehicles and one (1) replacement parking enforcement truck from Christianson Chevrolet for $50,055.07. 8.g. Consideration of Authorization to Purchase Two 12) 'Reolacament Police De�artment Patrol Vehicles (TerBORCH) Recommended Action: Authorize staff to purchase two (2) replacement patrol vehicles from Mullahey Ford for $48,498.46. 8.h. Consideration of Award of Bid - Parks Division Vehicle (HERNANDEZ) Recommended Action: Award bid to Mullahey Ford for the purchase of a 2002 one-ton dump truck in the amount of $26,789.62. S.i. Consideration of The Pauldina Historv Preservation (STRONG) Recommended Action: Adopt Resolution designating the Paulding History House as a historical landmark of the City and supporting the South Counry Historicai Society's application to State and National Register of Historic Places. � 8.k. 9. 9.a. iI�� Draw Procedures agreement as Grande Park Project. . � (SPAGNOLO) e the Mayor to execute an Irrevocable Directive of requested by Herrera Engineering for the Rancho of Noves Road (SPAGNOLO) Recommended Action: Authorize an appropriation of $15,000 from the Construction Tax Fund for paving of a portion of Noyes Road. PUBLIC HEARINGS: for Buildinas "L" and "M" (STRONG) Recommended Action: Adopt Resolution approving Planned Sign Program 02- 002. CONTINUED BUSINESS: None. AGENDA SUMMARY — AUGUST 13, 2002 PAGE 4 11. NEW BUSINESS 11.a. Presentation bv Caltrans — Route 101 O�erational imorovements — Phase 2 Studv (SPAGNOLO) Recommended Action: Provide direction to staff regarding any altematives that the Council would like deleted from the study. 11.b. Houslna Element Uadate (STRONG) Recommended Action: 1) Review the work program to update the Citys Housing Element and direct staff to proceed with public workshops as outlined, and 2) Form an ad-hoc Local Housing Task Force to advise the Planning Commission and City Council on the Housing Element Update. 12. CITY COUNCIL MEMBER ITEMS: The following item(s) are placed on the agenda by a Council Member who would like to receive feedback, direct staff to prepare information, and/or request a formal agenda report be prepared and the item placed on a future agenda. No formal action can be taken. a) None. 13. CITY MANAGER ITEMS: The following item(s) are placed on the agenda by the City Manager in order to receive feedback and/or request direction from the Council. No formal action can be taken. a) None. 14. COUNCIL COMMUNICATIONS: CoRespondence/Comments as presented by the City Council. 15. STAFF COMMUNICATIONS: Correspondence/Comments as presented by the City Manager. 16. ADJOURNMENT AGENDA SUMMARY — AUGUST 13, 2002 PAGE 5 . . . . . . . Copies of the staff reports or other written materials relating to each item of business referred to on this agenda are on file with the Director of Administrative Services and are available for public inspection and reproduction at cost. If you have questions regarding any agenda item, please contact the Director of Administrative Services at (805) 473-5414. . . . . . . . in compliance with the Americans with Disabilities Act, if you need special assistance to participate in a City meeting, please contact the Director of Administrative Services at the number listed above at least 48 hours prior to the meeting to ensure that reasonable arrangements can be made to provide accessibility to the meeting. « . . . . . � Note: This agenda is subject to amendment up to 72 hours prior to the date and time set for the meeting. Please refer to the agenda posted at City Hall for any revisions, or cail the Director of Administrative Services at (805) 473-5414 for more infortnation. www.arrovoarande.ora 8.a. TO: FROM: BY: CITY COUNCIL MEMORANDUM LYNDA K. SNODGRASS, DIRECTOR OF FINANCIAL SERVICES JANET M. HUWALDT, ACCOUNTING SUPERVISOR C�� U SUBJECT: CASH DISBURSEMENT RATIFICATION DATE: AUGUST 13, 2002 ��. RECOMMENDATION: It is recommended the City Council ratify the attached listing of cash disbursements for the period July 16 — July 31, 2002. FUNDING: There is a$499,281.14 fiscal impact. DISCUSSION: The attached listing represents the cash disbursements required of normal and usual operations. It is requested that the Ciry Council approve these payments. ATTACHMENTS: ATTACHMENT 1— Cash Disbursement Listing ATTACHMENT 2— July 18, 2002 Accounts Payable Check Register (01/02) ATTACHMENT 3— July 19, 2002 Accounts Payable Check Register (02/03) ATTACHMENT 4— July 25, 2002 Accounts Payable Check Register (01/02) ATTACHMENT 5— July 26, 2002 Accounts Payable Check Register (02/03) ATTACHMENT 6— July 26, 2002 Payroll Checks and Benefit Checks ATTACHMENT 1 CITY OF ARROYO GRANDE CASH DISBURSEMENTS For the Period of July 16 Throuqh July 31, 2002 August 13, 2002 Presented aze the cash disbursements issued by the Department of Financial Services for the period July 16 to July 31, 2002. Shown are cash disbursements by week of occurrence and type of payment. 19, 2002 Accounts Payable Cks 106626-106677 (Ol/02) Accounts Payable Cks 106678-106736 (02/03) 2 3 $110,499.69 29,897.76 140,397.45 26, 2002 Accounts Payable Cks 106737-106773 (01/02) Accounts Payable Clcs 106774-106799 ((02/03) Less Payroll Cks listed on previous Attachment 5& 8 Payroll Checks & Benefit Checks 4 5 0 53,728.17 587,140.59 (569,631.00) 287,345.93 358,883.69 Week Total $ 499.281.14 CITYOFARROYO GRANDE INDEX FOR BUDGET DEPARTMENTS EDEN COMPUTER SYSTEM GINIItAL FUND (010� CiCy Government (Fund 010) 4001 - City Council 40D2 - AdminishaHve Services 4003 - City Attorney 4101 - City Manager 4102 - Printing/Duplicating 4120 - Financial Services 4121 - Taxes/ Inswance/ Bonds 4130 - Community Development 4131 - Community Building (CDBG) 4140 - Management Information System 4145 - Non Depaztmental Public Sa�tu (Fund 010) 4201 - Police 4211 - Fire 4212 - Building dc Safety Public Works (Fund O10) 4301 - Public WorksAdmin dr Engineering 4303 - Street/Bridge Meintenance 4304 - Street Lighting 4305 - Automotive Shop Parks & Recreation (Fund O10) 4420 - Parks 4421 - Recreation 4422 - General Recreation 4423 - Pre-School Program 4424 - Recreation-Special Programs 4425 - Children in Moflon 4426 - Five Cities Youth Basketball 4430 - Soto Sport Complex 4213 - Govemment Buildings 4460 - Parkway Maintenance SPEQAL REVENUE FUNDS Pazk Development Fee Fund (Fund 213) 4550 - Pazk Development Fee Traffic Signal Fund (Fund 222) 4501 - Traffic Fund Transportation Fund (Fand 225) 4553 - Public Transit System Construction Tax Fund (Fund 2?0) 4556 - Construchion Tax Police Grant Funde 4201 - Law Enforcement Equip. (Fd 272) 4202 - State AB3229 Cops Grant (Fd 271) 4203 - Federal Universel Hiring (Fd 274) 4208 - Federal Local Iew Enforcmt (FD 279) Redevelopmeirt Agency ( Fund 284) 4103 - Redevelopment Administralion IIV'TERPRISE FUNDS Sewer Fund (Fund 612) 4610 - Sewer Maintenance Water Fund (Fund 640) 4710 - Water Administration 4711 - Water Production 4712 - Water Distribution Lopez Adminish�adon (Fund 641) 4750 - Lopez Adminishation CAPITAL IMPROVEMENf PROGRAMS (Fund 350� 5501-5599 - Pazk Projects 5601-5699 - Streets Projects 5701�5799 - Drainege Projects 58015899 - Water/Sewer/Street Projects 59015999 - Water Projects Dep�. IMer for Council.zla ATTACHi9EbPP 2 VOUCF3RS2 � CITY OF ARROYO GRAHDE 07/16/02 08:45 VOUCHER/CHBCR REGIST&R FOR ALL PSRIODS VOUCF3&R/ Cf7&CR C}�C% V@NDOR VENDO& ITEM ACCOUNT NOMBBR DATE NUI�ID6R NAML• DESCRIPTION NUM1ID6R 306626 07/1B/02 000858 ADAMSON INDUSTRIES LOAD BEARING V6STS/HBLMGTS 010.4201.52'/2 106627 07/18/02 103044 CITY OP ARROYO GRANDE MEETING SUPPLIES 010.4301.5503 106627 07/18/02 301044 CITY OF ARROYO GRANDE CC MGETING SUPPLIES 010.4001.5201 106627 07/18/02 101044 CITY OP ARROYO GRAND& MEETING SIIPPLIBS 010.9145.5501 106627 07/18/02 101044 CI17 OF ARROYO GRAND2 MEETING SUPPLIBS 010.4001.5501 106627 07/18/02 101044 CITY OF ARROYO GRANDE BALLOONS-CHAt�ER MIXER 284.4103.5505 106627 07/18/02 101099 CITY OF ARROYO GRANDE LUNCH MEETING 010.4301.5503 106627 07/1B/02 101044 CITY OF AAAOYO GRANDE R6IFID.FULLER DL 612.4610.5501 106627 07/18/02 101044 CITY OF AAROYO GRANDE ME6TING SUPPLI&S 010.4101.5501 106627 07/18/02 101044 CITY OF ARROYO GRANDE OFFICE SUPPLIHS 010.4101.5201 10662'/ 0'//18/02 101044 CITY OF ARROYO GRANDE HOUSING CAISIS N6W5 010.4130.5318 30662'/ 07/18/02 101044 CI17 OF ARROYO GRAND6 CASH SHORT 010.0000.4801 106627 07/18/02 101044 CITY OF ARROYO GRANDE LUNCH MEETING 010.4301.5503 1Ofi627 07/18/02 101099 CITY OF ARROYO GRANDE PIPS NIPPLE 612.4610.5610 1Ofi62'/ 07/18/02 101049 CITY OF ARROYO GRANDE MILEAG6 REIt� 612.4630.5501 - 106627 07/18/02 101044 CITY OF ARROYO GRPl7DE WINDOW PAINTING-STRAWB6RRY F65 010.4001.5504 106627 07/18/02 101044 CITY OF ARROYO GRANDE MILEAGB REIhID 612.9fi10.5501 106627 07/18/02 101044 CITY OF ARROYO GRANDE MEETING SUPPLIBS 010.4101.5501 106627 07/18/02 101044 CITY OF ARROYO GRAND6 SUPPLIES 010.4001.5201 30662'/ 07/18/02 101044 CITY OP ARAOYO GRANDB MEETING SUPPLIES 220.4303.5501 10662'/ 07/18/02 101044 CITY OP ARAOYO GRANDE OFFICE SUPPLIES 010.4301.5201 106627 0']/18/02 101099 CITY OF ARROYO GRANDB MILEAGE TC 010.4301.5255 106627 07/18/02 101099 CIPY OF ARROYO GRANDE CHNIBER LUNCHEON 284.9303.5505 306628 0'//18/02 102050 AVAYA,INC. PHON6 MAINT 5/11-6/10 010.4145.5903 306629 07/18/02 100902 AVCO FIRE EXTINGUISHER FIRE EXTINGIIIS}IGRS 010.4201.5601 106fi30 07/18/02 102790 DEBBIE HLACR CONSULTING SVCS-EAST GRAND 010.4130.5303 106631 07/18/02 103083 CLARK CMiPAGNA R6IhID.SUPPLIES-6AGLS SCOVf 010.4211.5605 106632 07/1B/02 102250 C6NTRAi. COAST BEARING RINGS-F201 ' 010.4211.5601 106633 07/18/02 022632 CHAPARRAL MHINT.COPIER/USEAGE OVER 010.4421.5602 106634 07/18/02 302282 CINGULAR WIRELBSS CELL PHONE-5/5-6/4 010.9130.5303 106635 0'//18/02 026'/59 CRYSTAL SPRINGS WATER C HOTTL6D WATSR 010.4421.5201 106635 07/18/02 026'/59 Q2YSTAL SPRINGS WATER C HOTTLBD WAT6R 010.4430.5605 106636 07/18/02 029250 J.B. DBWAR,INC. OIL 220.4303.5608 106636 07/18/02 029250 S.H. DEWAR,INC. OIL 220.4303.5608 106637 07/1B/02 030284 DENISE DUFFY fi ASSOCIAT CONSULTING SVCS-CF2&S%SID6 010.0000.2550 106638 07/18/02 102574 BARTHLIISR,INC INT6RN6T 56RVIC65 010.4201.Sfi07 106638 0']/18/02 1025'/4 EARTHLIN%,INC DIAL UP ACCT FOR WEHSIT6 010.4140.5303 106639 0'//18/02 100422 PAILSAFE TESTING TESTING ACOUSTIC EMISSION 010.4211.5324 IT&M AMOUNT 3.545.1'/ 45.00 39.73 59.97 25.00 9.90 15.00 19.00 15.00 9.42 5.00 53.21 30.00 1.17 6.90 10.00 17.25 15.00 11.98 10.00 13.31 6.90 15.00 56.32 109.50 240.00 113.88 8.52 17fi.56 35.75 67.25 15.75 122.99 122.84 6,979.00 41.90 43.90 365.00 PAG6 1 CHECR AMOi1NT 3,595.17 428.29 56.32 109.50 240.00 113.88 8.52 176.56 35.75 83.00 245.83 6,479.00 85.80 VOUCHRE2 CZTY OF ARROYO GRAND6 0'//16/02 08:45 VOUCHER/CH6CK REGISTER FOR ALL PERIODS VOUC7�R/ C}�CK CHSC% VENDOR VENOOR ITEM ACCOUNT NUPIDEA DATS HOMB6R NAME DESCRIPTION NUhIDER 106639 07/18/02 100422 FAILSAFE TESTING 1'ESTING ACOUSTIC EMISSION 010.4211.5603 106640 07/18/02 033072 FARM SUPPLY CO. DRAINS/SCA6WS/CAPS/PIPE 010.4211.5255 106641 07/18/02 037246 GLM LANDSCAPE MAHAGEMEN WEED ABATE-179 TALLY HO 010.4211.5599 106642 07/18/02 100547 HI-T6CH EMERGENCY TURN SIGNAL LBNS/PLASTIC SH6ST 010.4211.5603 106643 0'//18/02 043914 TOSBPH ZANNEO REIhID.6VERY 15 MIN.IND6X MAKER 010.4201.5597 106644 07/18/02 102701 INDOFF,INC. OFFiCB SUPPLIES 010.4212.5201 106644 07/18/U2 102701 INDOFF,INC. OFFIC6 SUPPLIES 220.4303.5201 106645 07/18/02 095162 INTL CONF OF BUILDING 0 HLDG.COD6 BOOKS 010.9212.5503 306646 0'//18/02 048516 KEYIACK S@CURITY SPSCIA DUP-HACK DOOR MASTER KEY 010.4201.5604 106647 07/18/02 056399 MIDAS MUFFLBR & BRAI(8 REPL.CAHLE @7D 010.4201.5601 106648 07/1B/02 057096 MINER'S ACE HARDWAR6 NU1'S/BOLTS/BITS/SMPS.L TOOLS 010.4430.Sfi05 106648 07/18/02 057096 MINER'S ACE HARDWARE PHONE SUPPLIBS . 010.4201.560'/ 106648 07/18/02 057096 MINER'S AC6 HARDWARE EAFt PLUGS 010.4211.52'/2 106698 07/1B/02 057096 MINER'S ACE HARDWARE ' STAPLE/MISC.Si7PPLIES 010.4201.5605 106699. 07/18/02 057252 MISSION UNIFORM SERVICE UNIFORMS/MATS/TOWBLS 010.4301.5148 106650 07/1B/02 058578 MULLAHfiY FORD WHBBL ASSEFIDLY 010.9201.5601 106651 07/18/02 100401 NSUTRON INDUSTRIES,INC. TIM1ffiR/SM0](E ALARM 010.4211.5255 106652 07/18/02 101750 OPPICBMAX CREDIT PLAN OFFICE Si7PPLIES 010.4201.5607 306652 07/18/02 101750 OPFIC6FNX CREDIT PLAN OFFICE SUPPLIES 010.4201.5607 106653 0'//18/02 102995 PACIPIC SELL/WORLDCOM PHONE 489-2179 010.4201.5403 106653 07/1B/02 102995 PACIPIC HELL/WORLDCOM PHONE 473-2198 010.4145.5403 106653 07/18/02 102995 PACIFIC HELL/WORLDCOM PHONE 473-5100 010.9145.5403 106653 07/18/02 102995 PACIFIC BELL/WORLDCOM PHONE 473-5141 010.4195.5403 306653 07/18/02 102995 PACIFIC HELL/WORLDCOM PHON& 481-6944 010..4201.5903 106653 07/18/02 102995 PACIFIC BELL/WORLDCOM PHONS 021-2713 030.4145.5903 106653 07/18/02 1U2995 PACIFIC BELL/[VORLDCOM PHONS 267-8633 010.4201.5403 106659 07/18/02 064194 PACIFIC GAS fi ELECTRIC ELECTRIC O1U.4304.5402 106659 07/18/02 064194 PACIFIC GAS & ELECTRIC fiLBCTRIC 640.4712.5402 306654 07/1B/02 064194 PACIFIC GAS fi ELECTRIC 6L6CPRIC 680.4711.5402 106654 0]/18/02 069199 PACIFIC GAS & ELECTRIC BLECfAIC 612.4610.54�2 106654 0'//18/02 064194 PACIFIC GAS & BLBCTRIC ELECfAIC 010.4145.5401 106659 07/18/02 064194 PACIPIC GAS & BLECTRIC ELECIRIC 217.4460.5355 106654 0'//18/02 064194 PACIFIC GAS 8 ELECTRIC ELEClRIC 010.4304.5402 106655 0']/1B/02 102'1]'] PHOTOGRAPHY 101 MEMORY CARDS-CAM6RA^u 010.9201.5603 IT6M M100NT 485.00 482.8] 175.00 65.51 23.59 6.84 35.41 563.40 62.00 25.35 155.18 10.04 4.67 41.96 13.65 209.70 168.9'1 214.49 85.77 32.19 33.80 56.02 349.78 104.35 302.21 91.12 2,094.98 574.70 21,365.49 1,395.02 9,311.48 7.29 51.14 218.'19 PAGE 2' cxscx Nf00CP1' 850.00 482.89 175.00 65.51 23.59 42.25 Sfi3.40 62.00 25.35 211.85 13.65 209.70 1fi8.47 300.26 9fi9.47 34,800.10 218.79 VOUC}6lE2 CITY OF ARROYO GRAC7D8 0]/16/02 08:45 VOUCH6R/C}�.'CK R6GISTER FOR ALL PERIODS VOUCf�R/ CfiECK Cf�CK V&NDOR VeNDOR IT6M !70lIDER UATE NUFID6R NAMH DESCRIPTION 106656 07/18J02 06372fi PJ'S TOP SHOP T-SHIRTS-UNIFORM 106657 07/18/02 068200 PMIC STEALTH GOGGLBS 106fi58 07/18/02 10223] PRIMARY CARE DOC & CAT IC-9 M6D5 106659 07/18/02 068489 B6AU PRYOR REIPID.FUEL 106660 07/18/02 069014 R& B AUTO BODY REPR.REAR�BUMP@R 106661 07/18/02 Ofi9576 RADIOSHACK CSO DATA LIN6 106661 07/18/02 069576 RADIOSHACK - CABL65/COUPLFRS 106662 07/18/02 103081 S%IlAA ROSENFELD REIPID.FORCED DOOR ENTRY 106663 07/18/02 100200 RRM DBSIGN GROUP PROF.SVCS-R.G.PARK DESIGN 106664 07/18/02 078156 58HASTIAN OIL DISTRIB. DIESEL 306664 07/18/02 078156 SBBASTIAN OIL DISTRIB. GASOLINE 106665 07/18/02 078234 SECURED STORAGE OFF SITB STORAGE 1O6fi66 07/18/02 079326 SIERRA BODY SHOP PARTS FOR PAINT/CLEARCOAT 106667 07/18/02 102429 SIRCHIB FING6RPRINT LAH PHOTO REFERBNCE SCALES 106668 07/18/02 07964fi SLO CNTY.BI�RG.MED.SVC. EMT RfiFR6SHBR CLASS 106669 07/18/02 080886 SOUTI�RN AUTO SUPPLY PROF.RAG 106669 07/18/02 080886 SOUTFIERN AUTO SUPPLY TAIL LIGHT� 106669 07/18/02 080086 SOUTHERN AUTO SUPPLY CR:TAIL LIGHT 1066fi9 07/18/02 080886 SOUTHERN AUTO SUPPLY L6NS 106669 0'7/18/02 OBOB86 SOUTHBRN AUTO SUPPLY HALOGEN LAMP 106669 0'!/18/02 080886 SOOTH6RN AUTO SUPPLY BAITERY 106669 0'1/18/02 080886 SOUTHERN AUTO SUPPLY OIL 106669 07/18/02 080886 SOUTf[8AN AUTO SUPPLY OXYG6N SBNSOR 106669 07/18/02 080886 SOUTI�RN AUTO SUPPLY OXYGBN S6NSOR 106669 07/18/02 080886 SOUTI�RN AU1'O SUPPLY BEAM LAMPS 106670 07/18/02 101554 SOUZA CONSTRUCI'ION,INC OAK PARK BLVD WIDENING p4 106670 07/18/02 101559 SOUZA CONSIRUCTION,INC OAK PARK BLVD NID6NING 1Y4 106671 07/18/02 083382 SUPERIOR QUALITY COPIER TON&R 106671 07/18/02 083382 SUPERIOR QUALITY COPI&R ORUM UNIT 106672 07/1B/02 OB'/828 UNIFIRS POWER HIAWERS,I UNIIRON STANDARD PROP 106673 0"//18/02 102007 VERIZON WIR6LESS PD CELL PHONES-MAY 106674 07/18/02 090246 JO[RI WALLACE 6 ASSOC GENERAL CONSI7LTING SVCS 106674 0'!/18/U2 090246 JOIIN WALLACE & ASSOC. CREEI(SSDE PATH,PHASE 11 ACCOUNT N[1MB6R 010.4211.5272 010.4211.5272 010.4201.5322 010.4201.5608 010.4201.5601 010.4201.5607 030.4201.Sfi07 010.4201.5604 350.5512.7501 010.4211.5608 010.4201.5608 010.4002.5303 010.4201.5601 010.4201.5255 010.9211.5501 010.4211.5255 010.4211.5601 640.4712.5601 010.4211.5255 030.4201.Sfi01 010.4211.SfiO4 010.4201.5601 010.4211.5601 010.4211.5601 010.4211.5601 350.5609.7001 350.5609.7201 010.4201.5602 010.4301.5602 010.4211.5255 010.4201.5403 010.4301.5303 350.5607.7501 ITEM AMOUNT 2,413.13 95.93 309.60 20.60 200.00 7.99 48.23 222.83 442.20 75.87 1,283.53 60.00 2.800.00 39.80 132.00 17.49 29.26 29.26- 2.36 19.�6 159.75 6.08 45.69 45.69 105.75 13,307.53 zo,zso.00 PAG6 3 CHECK AMOUNT 2,413.13 95.93 109.60 20.60 200.00 55.72 222.83 442.20 1,359.40 60.00 2,800.00 39.80 132.00 402.57 33,557.53 92.18 209.14 301.32 312.00 312.00 559.69 559.69 6,444.71 2,792.70 VOUCERB2 CITY OF ARROYO GRANDH 07/16/02 08:95 ' VOUCHER/CHECK REGISTER FOA ALL PBRIODS VOUC7�R/ CFd'CK C7�CK VENDOR VENDOR 1'�'gM pCCp�T NqMBSR DATE Nq6IDER NAME DESCRIPTION N[]MBER 106674 07/18/02 090296 JOHN WALLAC6 & ASSOC. OAK PARK HLVD.WIDENING 350.5609.7301 106679 0'//18/02 090246 JOHN WALLACE & ASSOC. OAK PPRK BLVD.WIDENING 350.Sfi09.7401 1Ofi679 0'//18/02 090246 .TOHN WALLACE & ASSOC. 6L CAMPO/RT 101 PSR 350.5616.7301 106674 0'//18/02 090246 JOHN WALLAC% & ASSOC. SPRQCH STA88T SIDBWALK$ 350.5641.7501 106674 07/18/02 090246 JOFIIi WALLACB & ASSOC. TRAFFIC WAY BRIDGE RAIL ABPL 350.5644.7501 1066]4 07/18/02 090246 JOEIId WALLAC6 & ASSOC CEDAR STREET SIDEWALK$ 350.5696.7501 106674 0'//18/02 090296 JOHH WALLACE & ASSOC. MARCH 2O01 STORM DAMAGE 350.5699.7301 106674 07/18/02 090246 JOHN WALLACE & ASSOC. R65ERVOIR NO 1 RBPL 350.5903.'/501 106675 07/18/02 090480 WAYNE'S TIR6 LUBE/OIL/FILTER/ROTATE 010.9201.5601 106675 07/1B/02 090480 WAYN6'S TIRE LUBE/OIL/WIPERS/ALIGN 010.4201.5601 106675 07/18/02 090980 WAYNB'S TIRE LUBE/OIL/WIPERS/ROTATS 010.4201.5601 106676 07/18/02 091026 W6ST GROUP PAYMENT CTR. CA COD65 ON CD AOM 010.4003.5503 106677 0"//18/02 100290 WILDfiRN6SS OUTFITTERS 40 3 POOT STRAPS 010.9211.5602 TOTAL CH6C7(S IT6M AMOUNI' 3,635.41 1,541.38 8'/.50 315.00 52.50 350.00 781.10 150.00 23.61 81.34 51.39 158.79 165.21 PAGE 9 CFiECK AMOUNT 16,150.30 156.39 158.74 165.21 110,999.69 VOUCFII2E2 CITY OF PRROYO GRANDE PAGE 5 07/16/02 OB:45 VOUCHER/CH6CA REGISTER FOR ALL PBRIODS � O10 217 220 284 350 612 640 TI TT.F GENERAi. FUND LANDSCAP& MAINTENANCS DISTAICT STRS6TS FVND REDEVBIAPMBNf AG6NCY FUND CAPITAL IMPROVEMENT FUND SEl4ER FUND NATER FUND TOTAL N10SRPf 43,116.17 7.29 291.24 24.40 43,']05.32 1,439.34 21,915.93 110,499.69 ATTACHIdEi7T 3 VOUCHItH2 CITY OF ARROYO GRANDE 07/16/02 14:39 VOUC7�'R/CH@CR R6GIST&R FOR PSRIOD 14 VOUCf�R/ CE�CK C}�CR VBNOOR VENDOR ITBM ACCOUNf N[MBSR DATE NOMBSR NMIE DESCRIPTION [iOMBSR 106678 07/19/02 003082 AMERICAN FIRE JOVRNAL N.18RICAN £IRE SUBSCRIPT 030.9211.5503 106679 07/19/02 101863 ARCE3 WIR&LESS PAGER CONTRACT TO 6/30/03 010.4201.5606 106680 07/19/02 103091 ALBA BARBBRIA C/B DEPOSIT-BARBBRIA 010.0000.2206 106680 07/19/02 103091 ALHA HARHERIA HLDG.SUPER-HARBSRIA 010.0000.9355 106681 07/19/02 100554 BfiREAN BIBLE CHU[iCH REF.PARK DEPOSIT-BEREAN BIBLE 010.0000.4354 106682 07/19/02 103094 hII:RAIB BIDDISON REP.DOC OB�I6NC6-BIDDSSON 010.0000.4605 106683 07/19/02 011426 BLUfiPRINT 8%PR855 5 COPIES/C1 RG.PARK 350.5512.7301 106684 07/19/02 013026 HRISCO MILL 6 LOhIDER CONCRHT6 BLADES 220.4303.5603 106684 07/19/02 013026 HRISCO MILL & LqDIDER C0ITING BLADES 220.4303.5603 106684 07/19/02 013026 BRISCO MILL 8 LUhIDER BENDER BOARDS 220.4303.5613 106689 07/19/02 013026 BRISCO MILL & LS]MBER CR:HEND6R BOARDS 220.4303.5613 106684 07/19/02 013026 BRISCO MILL 6 LUMBER LS]MBER 220.4303.5613 106685 07/19/02 102971 MATT HROCK S/BALL LEAGUE UMP-HROCR 010.4424.5352 106686 07/19/02 016380 CA.NARCOTIC OPFICERS AS CNOA I�@hIB6RSHIP-0R0lIDY 010.4201.5503 106687 07/19/02 015990 CAi.IF0I2NIA FIRE CHZEFS REGIS-PIBICH CFCA CONF8R8NC6 010.4211.5501 106688 07/19/02 101528 COMPUT6RLAND BLACK TONER CARTRIDGE � 010.4140.5602 106689 07/19/02 1�1638 TYL6R COON S/HALL L&AGUE SCOR&R-COON 030.4424.5352 106690 07/19/02 026286 CREEK ENVIRONMENTAL LAB WATEA SAMPLBS 640.4710.5330 106691 07/19/02 301326 DAVID CROCI(ETT PER DIEM-CROCI�TT 010.4130.5501 106692 07/19/02 101716 JIM D6CECC0 S/BALL LEAGUE UMP-DEC&CCO 030.4424.5352 106693 07/19/02 101241 DRIVER ALLIANT INS.SERV PROPBRTY INS 010.4145.5579 106693 07/19/02 101241 DRIVER ALLIANT INS.SERV BOILER fi MACHINBRY POLICY 010.4145.5579 106693 07/19/02 101241 DRIVER.ALLIANT INS.SERV BOILER 8 MACHINERY POLICY 010.4145.5579 306694 07/19/02 030584 D6BS DYRZEUL S/BALL SCORER-DYKZEUL 010.4424.5352 106695 07/19/02 032058 NADINB BLLIOTT YOUTH B/BALL-1ST AID6 SUPPLI6S 010.4426.6201 106696 0']/19/02 039086 FIRE CHIEF'S ASSN, SLO FIRE C}iIBF.ASSOC.DUES 010.4211.5503 106696 07/19/02 034086 FIRfi CHIEF'S ASSN, SLO CAL CHIEFS DUES 010.4211.5503 106696 07/19/02 034086 FIA6 CHIHF'S ASSN, SLO TRAINING OFFICERS ASSOC.DUES 010.4211.5503 106697 07/19/02 103092 GALLOWAY RBUNION FUND A6F.C.B.DEP-GALLOWAY REVNION 010.0000.2206 106697 07/19/02 103092 GALLOWAY REUNION FUND HLI%:.SUPHR-GALLOWAY RBUNION 010.0000.4355 106698 0']/19/02 039312 CITY OF GROVER BEACH DOG OHBDIENCe 6-24-02 010.4424.5351 'f!�'i1�1�M9 41.95 1,047.12 250.00 90.00- 26.00 'l0.00 ].66 78.44 21.41 34.32 34.32- 40.15 144.00 50.00 295.00 79.84 is.ao 70.00 40.00 144.00 15,440.98 439.50 939.50 60.00 30.73 50.00 150.00 25.00 250.00 222.'!5- 232.20 PAGB 1 Cf�CR AMOUNT 41.95 1,09'/.12 160.00 26.00 �o.ao 7.6fi 190.00 144.00 50.00 295.00 79.84 is.00 70.00 no.00 149.00 16,319.98 60.00 30.73 225.00 2'/.25 232.20 VOUCf@E2 CITY OF ARROYO GAANDB 07/16/02 14:34 VOUCHER/CHBCR R6GISTER FOR PERIOD 14 VOUCf�R/ CfIECK dISCK VBNDOR VENDOR ITEM ACCOUNT NOMB6R DATS NUDID6R NAME D6SCRIPTION NUMBER 106699 07/19/02 044928 INT'L ASSOC.FIRE CHIEPS IAPC DUBS-FIBICH 010.4211.5503 306700 07/19/02 045162 INTL CONF OF BUILDING 0 ICBO DUES-FIBICH 030.9211.5503 106701 07/19/02 102653 KC'S CL6ANING CL6ANING SVCS-AGPD 010.4213.5303 106702 07/19/02 100656 %NIGHTS OF COLOPIDUS REF.PAAR DBPOSIT-[Q12GHTS 010.0000.4354 106703 07/19/02 100985 DOUG LINTNER S/BALL I.GB.OFFICIAL-LINTNBR 010.4429.5352 106704 07/19/02 301325 I�RAY MCCANTS CONSVLT.SVCS-DEV.CODH 010.413U.53U3 1Ofi704 07/19/02 101325 I�RRY MCCANTS REIhID.MILEAGE-DEV.CODE 010.4130.5303 106705 07/19/02 057096 MINER'S ACE HARDWARE PAN/PAINTING SUPPLI&S 030.4920.5605 106705 07/19/02 05709fi MINSR'S ACE HARDWARE BULBS 010.4420.5605 106705 07/19/02 057096 MIN6R'S ACE HARDWARE BUG SPRAY 010.4201.5604 106705 0'!/19/02 057096 MINBR'S AC6 HARDWARE M[7RIATIC ACID 010.4420.5605 306705 07/19/02 057096 MINBR'S ACE HARDWARB PLUhIDING SUPPLIBS 010.4211.5601 106705 07/19/02 057096 MINER'S ACfi WfRDWAR6 SPRAY LVBE 010.4211.5601 106705 07/19/02 057096 MINER'S ACE HAADWARE MISC.HARDNAR& 010.4420.5603 106705 07/19/02 057096 MIIVER'S ACE HARDWARE POOL CHEMIGLS 010.4420.52'/9 106'!OS 07/19/02 057096 MIN&R'S ACE HARDWAItE WRENCH STRAP 010.4211.5273 106705 07/19/02 057096 MINER'S ACS HARDWARE ELfiCT.SUPPLIBS 010.4201.5607 106705 07/19/02 057096 MIN6R'S ACS HARDWAR6 NIPPLES/PASTSNBRS 640.4712.5610 106705 07/19/02 057096 MIN6R'S AC6 HARDNAR6 HULBS 010.4213.5604 306705 07/19/02 057096 MINBR'S AC@ HARDWARS SCRBWDRIVERS/CARP.PENCILS 010.9420.5605 106705 07/19/02 057096 MIIiSR'S AC6 HARDWARB SHOV6L5 010.4420.5605 106705 07/19/02 057096 MINER'S ACE HARDWARE WASP SPRAY 640.4912.5255 106705 07/19/02 057096 MINER'S ACE HARDWARE BUG SPRAY 640.4712.5255 106705 07/19/02 057096 MINfiR'S ACE HPRDWPRE PLYWOOD 640.4712.5604 106706 07/19/02 057174 MISSION OFFIC6 PLUS OFFICB SUPPLIES 612.9610.5201 1Ofi707 07/19/02 062712 ORCHARD SUPPLY HARDWARE DRAWBR PARTS 640.4712.5609 106708 07/19/02 102488 ST&VE PAR[�R S/BALL LEAGUE SCORBR-PARIQiR 010.4424.5352 106708 07/19/02 102488 STEV& PARKER S/BALL LEAGUB UMPIRH-PARI�R 010.9424.5352 106709 07/19/02 100019 J6NNIF@R PGRRY A6F.PARR DEP-PERRY O10.U0U0.4359 106710 07/19/02 Ofififi90 PITNEY HOWES POSTAG6 I�TBR R6NTAL-11/15/02 010.4201.5602 106711 07/19/02 103093 POPE MANAGEMENT CLOSING HILL-411 TRAFFIC WAY 640.0000.4751 106711 07/19/02 103093 POP6 MANAGII4ENT R6F.OVER/PYMf-411 TRAFPIC WAY 640.0000.9751 106'/l1 0]/19/02 103093 YOPB MANAG6D�f7T PRBVIOUS BALANCE-411 TRAFFIC 640.0000.4751 106712 07/19/02 103089 ERNESTINA POWELL REP.PAA% DEPOSIT-POWBLL 010.0000.4354 106713 07/19/02 0695]6 RADIOSHACR CASSEITE RECORDER 010.4201.5255 106'/14 07/19/02 103086 GRACS BSYES REF.PARK DEP-REYES 010.0000.4359 IT&M AMOUN[ 230.00 90.00 375.00 2fi.00 112.00 3,6fi0.00 21.39 29.78 14.99 5.89 5.34 12.54 13.71 1.92 20.90 16.08 35.37 13.90 8.57 21.91 8.56 9.29 8.58 10.71 101.61 38.66 ios.00 32.00 26.00 181.52 41.59- 233.29 95.85- 26.00 4'/.l] 26.00 PAGE 2 CH6CK AMOUNT 230.00 90.00 375.00 26.00 112.00 3,681.39 233.04 101.fil 38.66 137.00 26.00 181.52 95.85 26.00 4'l.l"i 26.00 VOUC}�82 CITY OF ARROYO GRAND6 07/16/02 19:34 VOUCHER/CHBCR RSGISTER POR PERIOD 14 VOUCfPR/ CF�CK CHBCR V6NDOR VSNDOR ITBM , ACCOUNI' NOMBSR DAT6 NOMBER NAME D85CRIPTION NUGIDBR 106715 07/19/02 103089 SHIRL&Y R}IYN6 REF.PARK DEP-R}IYNE 010.0000.4359 106716 07/19/02 103090 DARLEEN RODGERS REF.PAE2R D6POSIT-RODGERS 010.0000.9354 106717 07/19/02 071fi82 GRSG ROSE S/BALL LEAGU6 OFFICIAL-ROS6 010.9424.535's 306'/l8 07/19/02 103088 STEPHANI6 RUIZ R6F.PARK DEPOSIT-RUI2 010.0000.9359 106719 07/19/02 102347 S 6 S HOMES OF THE REF.BLDG.PERM-1456 HLACICB6RRY 010.0000.9183 106719 07/19/02 102347 S fi S ROMES OF THE REP.ELSC.P6RM-1456 BLACI�BRRY 010.0000.4183 106719 07/19/02 102347 S& S HOMES OF TH6 REF.SMIP-1456 BLACICBBRRY 010.0000.220B 106719 07/19/02 102347 S fi S HOMES OF TH6 AFFOADABLB HOUSING IN LIEU 232.0000.476fi 306720 07/19/02 101136 S.C.A.C.%.O. RBGIS-CROC[�TT PROF.CBRT 010.4130.5501 106721 07/19/02 077024 ANN SARMI6NT0 S/BALL SCOR&R-SARMIENTO 010.9924.5352 106722 07/19/02 102909 MARK SCHAFF6R S/BALL LG6.UMP-SCHAFFER 010.4424.5352 106723 07/19/02 100398 NII�P7 SERVEY RfiF.PARR D8P-SBRV6Y 010.0000.4354 306]24 0'//19/02 103087 PAi7LA SMITH A6F.PARK DEPOSIT-SMITH 030.0000.4354 106'/25 U7/19/02 303095 SMOOTH AS SILK YOUTH WR&517.ING T-SHIRTS 030.4424.5257 106726 07/19/02 080340 SNAP-ON TOOLS CORP JUMP BOX 010.4305.5603 1U6727 07/19/02 080886 SOUI7�RN AUTO SUPPLY RUBB6R SPOUT 010.4305.5fiO3 306727 07/19/02 080886 SOU1'E$'RN AUTO SUPPLY CR:RUBHER SPOUT 010.4305.5603 30672'! 07/19/02 OBOBBfi SO[TfHERN AUTO SUPPLY GREASE GUN GREASE 010.4920.5603 1Ofi728 07/19/02 081932 BOB SP6AR 5/BALL LGfi.UMPIRE-SPEAR 010.4424.5352 106729 07/19/02 082328 STERLING COhA1[7NICATIONS SERVIC6 AGR6H-RADIO TO AUGUST 010.4201.5606 106]30 07/19/02 102318 DSNNIS THURMAN S/BALL LEAGUE OFFICIAL-THURMAN 010.4429.5352 106731 07/19/02 086736 DOTTI6 TRULOCK DOG OBEDIENCE CLASSES 010.4424.5351 106732 07/19/02 103096 LAWA8NC8 V6HTRESCA REF.TENTATIVB PARCEL/VARIANCB 010.0000.4503 106732 07/19/02 103096 LANR&NCB VENTAESCA REF.TSNTATIV6 PARCBL/VAItIANCE 010.0000.9503 106733 07/19/02 103085 JENNIPER WERTZ R&F.PARR DEPOSIT-WBRTZ 010.0000.4354 106734 07/19/02 092976 WITMBR-TYSON IMPORTS K-9 SUPPLIES 010.4201.5322 106735 07/19/02 101260 JENNIFBR WYSONG ADULT S/BALL SCOR&R-WYSONG 010.4424.5352 106736 07/19/02 103082 Z00 TO YOU OUTRSACH/ED PROGRMI 010.4425.5255 TOTAL C7�CKS ITEM AMOiIlTf 26.00 26.00 112.00 26.00 28.00 6.00 1.00 117.00 60.00 105.00 96.00 26.00 26.00 9"/.73 48.26 31.68 9.95- 30.9fi 48.00 974.00 fi4.00 1,425.60 1,570.00 310.00- 26.00 296.01 67.50 295.00 PAG6 3 CHHCX AD700NT 26.00 26.00 112.00 26.00 152.00 60.00 105.00 96.00 26.00 26.00 4'1.73 98.26 57.69 98.00 974.00 64.00 1,425.60 1,260.00 26.00 296.01 67.50 295.00 29,89'1.'16 VOUCHI162 CITY OF ARROYO GRANDS PAGS 9 07/16/02 14:34 VOUC}�.'R/Q�CK REGIST6R FOR PERIOD 14 . FUND TITLE OSO G@iBRAL PUND 220 STA66TS FUND 232 IN-LI6U AFFORDABLE HOUSING 350 CAPITAL ID@ROVEMENT PUf7D 612 SE[BR FUND 640 4iATER FOND TOTAL AMOUNT 29,289.50 140.00 117.00 7.66 101.61 291.99 29,897.76 ATTACH6'f�idT 4 VODCEIItfi2 CITY OF ARROYO GRAND& 07/26/02 08:26 VOUCNER/CHEC% REGISTER FOR ALL PERIODS VOUCHER/ CHGCK CH6CR VENDOR VENDOR ITEM ACCOUNf NOMBER DAT6 NUhIDER NAME DESCRIPTION . Nf7Mggg 106737 07/25/02 000234 A 6 R W&LDSNG SUPPLY OXY fi AC6TYLBNE GAS6S 010.4305.5303 106738 - 07/25/02 101110 AGP VIDEO VIDEO P�T/TAPE DIST-CC MEETING 010.4101.5330 306'/39 07/25/02 001300 AGRI-TURF SUPPLI65,ZNC. DOLMARR LIME 010.9430.5605 106'740 07/25/02 009919 AP&X SHARPENING WORKS TWIST LOCK 220.4303.5603 106740 07/25/02 004914 AP6% SHARPENING WORKS PLUGS/EYEGLASSES 220.4303.5603 106790 07/25/02 004914 APEX SHARPENING Y]OBKS 6CH0 FILTBRS/HEAD HISOB 010.9920.5603 106741 07/25/02 102509 API WASTE SBRVICES R/O BIN-DUMP/RETURN SVCS. 010.4213.5303 106741 07/25/02 102509. API WAST6 SERVICES R/0 BIN-DUMP/RETURN SVCS. 010.4213.5303 106742 07/25/02 103062 AQUA-ME1RIC SALfiS CO WATBR MBTERS 640.4712.5207 306'/93 07/25/02 009008 BANKCARD CBNT6R OFFICE SUPPLIES 010.4140.5602 106743 07/25/02 009008 BANRCARD CENTER TAPE/MEDIA COM 010.9190.5602 306'!43 07/25/02 009008 BANRCARD CENTER ACCUSPRAY 010.4430.5605 106743 0]/25/02 009008 BANKCARD CENTER APED,INC 010.4213.5303 106'/43 07/25/02 009008 SANKCARD CENT6R MULTITECH CABL6 010.4140.5602 106]43 0'//25/02 009008 BANKCARD CBNf6R OFPICE SUPPLISS 010.4002.5201 306793 07/25/02 009008 BANRCARD C6NfEA WALMART 284.9103.5505 106743 07/25/02 009008 BANKCAR� CEN1'ER IBDC CORP 284.9103.5501 106743 07/25/02 009008 BANRCARD CENTER OFFICB SUPPLI65 284.4103.5201 106743 07/25/02 009008 BANKCARD CENT6R JIM'S CAMPUS CAMBRAS 284.4103.5201 106743 07/25/02 009008 SANKCAkD C6NT6R JIM'S CAMPUS CAM1fERAS 010.4001.5255 106743 07/25/02 009008 BANKCARD C6NTER JIM'S CAMPUS CN�RAS 010.9002.5201 106793 07/25/02 009008 BANKCARD CENTER GASB 34 GUIDE 010.4120.5501 106'/43 07/25/02 009008 BANRCARD CENTER CM M86TSNG SUPPLIBS 010.4101.5501 306743 0]/25/02 009008 SANKCARD CENT6R SUPPLY R&IPID 010.4425.5255 106743 0'//25/02 009008 BANKCARD C6NTER PLAYGROUND SUPPLIES 010.9922.5256 106743 07/25/02 009008 BANKCARD CENTER SNACK REIFID 010.4425.5259 106'/93 07/25/02 009008 BANRCARD CEN1'ER FF DINNER 010.4211.5501 106743 07/25/02 009008 BANRCARD CENTER OPEN HOII58 SUPPLI6S 010.4211.5501 106743 07/25/02 OU9008 BANKCARD C&NT2R GPS UNIT/ANTENNA MOUNT 010.4211.5255 106]43 07/25/02 009008 HANKCARD CENTER OFFICE SUPPLIES 010.9301.5201 106743 07/25/02 009008 BANKCARD CENTER OFFICS SUPPLIES 612.4610.5201 106'/43 07/25/02 009008 BANRCARD CENTER GAS 010.4130.5501 106'!43 07/25/02 009008 BANRCAAD CENTER ROOM-RYAN F 010.4130.5501 106743 07/25/02 009008 HANKCARD CENTSR ROOM-ROB 5 030.9130.5501 106793 07/25/02 009008 HANKCARD C6NTER ROOM-I�LLY/TERESA 010.4130.5501 106743 07/25/02 009008 BANKCARD CENTER LCC BOOKS-SACTO 010.4130.5501 106743 0]/25/02 009008 BANKCARD CENTER OFFICB SUPPLIES 010.4130.6001 106'/93 07/25/02 009008 HANKCARD CENTfiR PHOTO 101 BQUIPT 010.4130.6001 106743 07/25/02 009008 BANKCARD C6NTER OFFICE SUPPLIES 030.9130.5318 106]43 07/25/02 009008 BANRCARD CENTER PHP PROG.EQUIP-BARNES 010.4130.6001 106743 0'//25/02 009008 BAN%CARD CENTER DELL LAPTOP W/STATION 010.4130.6001 106'144 07/25/02 012168 BOXX EXPRSSS OPS SHIPPING CHARGES 220.4303.5255 106'!49 0]/25/02 012168 BOXX EXPR6SS UPS SHIPPING CHARGES 220.4303.5255 IT6M AD10qNT 14.00 1,850.00 964.23 2.04 25.20 20.81 250.00 250.00 4,123.46 150.04 44.95 1,478.50 166.38 122.25 497.22 52.41 vis.no 46.62 221.80 200.00 zoo.00 41.00 10.57 197.43 3.98 217.46 'l2.8] 40.21 520.14 814.2] 1]2.50 17.69 109.89 309.89 165.39 zo.00 99.67 40.'/6 12.7'/ 53.61 1,876.89 39.24 21.'/3 PAGE 1 C7�CK AMOUNT 14.00 1,850.00 964.23 48.05 soo.00 4,123.46 8,942.16 60.9'! VOUCHR62 CITY OF ARROYO GRANDE 07/26/02 08:26 VOVCHER/CH6C% REGISTER FOR ALL PERIODS VOVCF�R/ Cl�CK Ck36CR VBNDOR VENDOR IT&M ACCOUNT NUPIDER DAT6 NOMB6R NAME DESCRIPTION NOMBfiR 106795 07/25/02 013026 BRISCO MILL 6 LUhIDER FERRBLL 612.4610.5610 106745 07/25/02 013026 BRISCO MILL fi LUMB6R TAPE MEASURE 220.4303.5201 106746 07/25/02 017202 CA.ST.BOARD OF EQOALIZA DI6SEL FUEL TAX 4Q-01/02 010.0000.1202 106797 07/25/02 023088 .CHERRY LAN6 NURSBRY ROUN�UP 220.4303.5599 106747 07/25/02 023088 CE�RRY LANE NURSERY PLANTS-EL CAMPO 220.4303.5613 106]4] 07/25/02 023088 CH6RRY LANE NURSERY NOTRASOL-SPRAY TANR CL6ANER 010.4420.52]4 106748 07/25/02 102282 CINGULAR WIR6L655 CELL PHONE-CROCI(ETT 010.4130.5303 106749 0'//25/02 026754 CRYSTAL SPRINGS WATER C BOTTL6D WAT&R 010.4001.5201 106799 07/25/02 026754 CRYSTAL SPRINGS WATER C BOTTLED WAT6R 010.4130.5201 106749 0']/25/02 026]54 CRYSTAL SPRINGS WATER C BOTTLSD WAT6R 010.4101.5201 106749 0']/25/02 026754 CRYSTAL SPRINGS WATER C BOTTL6D WATER 010.4120.5201 106]50 07/25/02 026832 C[7BSTA EQUIPMENT CO EDGER/TWIN6 220.43U3.5613 '306750 0'//25/02 026832 CU65TA BQUIPMfiNT CO 6ROOM/NO2ZEL 612.4610.5603 106750 0"//25/02 026832 CUESTA EQUIPMENT CO RAZORIINIPE . .640.4712.52]3 106750 07/25/02 02fi832 CUESTA EQUIPMENT CO PACE SNI6LD/LENS/EARPLUGS 030.4211.5603 106751 0'//25/02 016302 DBPARRMENT OF CORR&CfIO CMC CREWS-JUN6 220.4303.5303 1Ofi752 07/25/02 101379 FERGUSON ENTERPRISES,IN PVC FITTING 640.4712.5610 106752 0]/25/02 101379 PERGUSON ENTERPRISES,IN STATEMENT CR6DIT 640.4712.5610 106752 07/25/02 101379 FBRGUSON ENTERPRISES,IN FIR6 HYD.REIACAIB PLAN pAE{TS 640.4712.5610 1Ofi753 07/25/02 302fi94 W.N. GRAINGER,INC. HOSCH TOOL KIT fi12.4610.52'/3 106']53 07/25/02 302699 W.W. GRAINGER,INC. BOSCH TOOL %IT 640.4712.5273 106759 07/25/02 041184 HEACOCR WBLDING NORTH TAAILHR BALL 690.4712.5603 106755 0]/25/02 102701 INDOFF�INC. OFFICE SUPPLIES 010.4101.5201 106755 07/25/02 102"!O1 INDOFF,INC. OFFICE SUPPLIBS 010.4002.5201 306755 0'//25/tl2 102701 INDOFF,INC, pFFIC@ SUPPLIES 030.4130.5201 106755 07/25/02 102701 INDOFP,INC. OPFICE SUPPLI&S 010.4130.5201 106755 07/25/02 102701 INDOFF,INC. CR:E� pUNCH 010.4101.5201 106'/56 07/25/02 046098 J C LANDSCAPING LANDSCAPE MAINT. 010.4420.5303 306756 07/25/02 046098 S C LANDSCAPING LAC7DSCAPE MAINT. 21'/.4460.5356 106'/5'/ 07/25/02 048516 %BYLOCR SfiCURITY SPECIA RfiMOUNf DOOR CLOSER 010.9213.5303 306'/58 0]/25/02 053274 LYON S CARMEL PROF.LEGAL SERVICE 010.4003.5304 306759 07/25/02 056940 MIER HROS. CONCRBTE 350.5906.7001 306]59 07/25/02 056990 MIER BROS. CONCRET6 350.5906.7001 106759 07/25/02 056940 MIER BROS. CONCRETE 350.5906.7001 106"/59 07/25/02 056940 MIBR BROS. CONCRETE 350.5906.7001 106759 0]/25/02 056990 MIER HAOS. CONCR6TE 350.5906.7001 106]59 07/25/02 OSfi990 MIER HROS. CONCRETE 350.5906.7001 PAG6 2 z'rsn+ ceecx AMOUt7T AMOUNT 4.20 47.17 51.37 389.16 389.16 13.93 4'l.30 18.22 79.25 33.55 33.55 15.75 20.92 20.92 20.91 21.44 36.50 11.25 61.49 3.308.76 21.55 9.00- 966.39 200.00 330.62 15.02 66.16 93.92 11.18 190.SB 144.'/B- 525.00 225.00 B0.00 11,264.44 9'/.30 43.44 43.44 43.44 43.44 43.44 78.50 130.68 3,308.]6 978.89 530.62 15.02 16'/.06 '/50.00 80.00 11,264.49 VOUCHIt62 CITY OF ARROYO GRPl7DE 0]/26/02 08:26 VOUCH6R/CHfiCK REGISTER FOR ALi. P6RIODS VOUCH6R/ Cf�CX CH6CR VENDOR VENDOR ITEM ACCOUNT NOMBBR DATH NOMBBR NAME DESCRIPTION NOMBER 106759 0']/25/02 056940 MIER HROS. CONCR&TE 220.4303.5613 306759 07/25/02 056990 MIER BROS. CONCRETE 640.4]12.5610 106760 07/25/02 057252 MISSION UNIFORM SERVICB UNIFORMS/IN�TS/TOW6LS 010.4102.5255 106761 0]/25/02 102044 NOSSAM}1PI,GUTHNER,IINOX k PROF.SVCS.S.M.VALLEY WAT6R fi90.9'/10.5575 106761 07/25/02 102044 NOSSAMAN,Gq1'FQ�IER,IQiOX & PROF.SVCS-S.M.VALL6Y WATER . 640.4730.5575 106762 07/25/02 102995 PACIPIC HBLL/WORLDCOM FAX 973-0386 010.4145.5403 106762 07/25/02 102995 PACIFIC BELL/WORLDCOM PHONB 489-2345 010.4145.5403 106'/62 07/25/02 102995 PACIFIC BSLL/WORLDCOM FAX 473-0386 010.4145.5903 106"/62 07/25/02 302995 PACIFIC HBLL/NORLDCOM ALARM 473-1935 690.4'/10.54U3 106762 0'//25/02 102995 PACIPIC HELL/WORLDCOM ALARM 973-2041 010.4145.5403 306762 07/25/02 102995 PACIFIC BELL/WORLDCOM PHONE 473-5400 010.4145.5403 106"/63 07/25/02 302816 RUfAN fi TUC%BR,LLP PROF.SVCS-GH76RAI. PLTfN 010.4003.5319 306763 0']/25/02 102816 RUTAN fi NCKER,LLP PROF.SVCS-GBN6RAL PLAN 01�.4003.5319 106769 07/25/02 100192 SAN LVIS MAILING SVC WATER BILL MAILING-MAY .690.4910.5201 306765 0'!/25/02 075130 SAN LUIS OBISPO CNTY.NE LEGAL 5667051 � 010.4130.5301 106766 07/25/02 075660 SAN LI/IS PAINTS FIELIMUIRKING PAINT 010.4930.5605 306767 07/25/02 077532 ALLEN SCHOPIBLD EL6CfRI WIR6 LIGHTS/PAN-R6C SBA TRAIN 010.4430.5605 306]67 07/25/02 077532 ALLSN SCHOPIELD SLECfRI WIRS/LIGHTS/FAN PI4S SBA TRAIN 010.9930.5605 106768 07/25/02 080886 SOUTHBAN AUTO SUPPLY TEFIP.SBNDBR � 010.4305.5255 106769 07/25/02 080964 SOUTHSRN CALIFORNIA GAS GAS SSRVICES 010.9145.5401 106769 07/25/02 080964 SOUTHBRN CALIFORNIA GAS GAS S&RVIC65 010.4145.5401 106'/69 07/25/02 080964 SOUTH6RN CALIFORNIA GAS GAS S�tVIC6S 010.4145.5401 106769 07/25/02 080964 SOUTI�RN CALIFORNIA GAS GA$ SERVICES 030.4195.5401 106769 07/25/02 080964 SOU1'FIERN CALIFORNIA GAS GAS SERVICES 010.4145.5401 106769 07/25/02 080969 SOUTHBRN CALIFORNIA GP3 GAS SSRVIC65 010.4145.5901 106'/69 07/25/02 080964 SOUTHEAN CALIFORNIA GAS GAS S�IVICES 010.4145.5901 106769 07/25/U2 080964 SOUTI�RN CALIPORNIA GAS GAS 56RVICES 010.4145.59U1 106769 07/25/02 080964 SOUTHBRN CALIFORNIA GPS GAS SERVIC6S 010.4145.5401 106'/]0 07/25/02 087672 UNITED RBNTALS RENT-TEST PUMP 640.4712.5552 1067'!0 07/25/02 08]672 UNITED RENTALS RE[i7'AL-IAG SPLITfER 220.9303.5552 106'!71 07/25/02 102007 VBRIZON WIR6L655 CELL PHON6-PI4 INSP/PW SUPfiR/EN 030.4301.5403 1067'/1 0]/25/02 10200] VERI20N WIR6LE55 CBLL PHONE-PN INSP/PW SUP6R/fiN 220.4303.5403 106771 07/25/02 102007 V@RIZON WIRfiLESS CELL PHONB-PN INSP/PY4 SUPER/8N 010.4301.5403 106'/'/2 07/25/02 100431 WILLARD PAPER CO PAPBR/BNVEIqpES 010.4302.5255 106773 0'//25/02 092586 .LB6 WILSON HLECTRIC COM MAY SIINAL MAINT 010.4304.5303 TOTAL Cf�C](S ITEM TP70[1NT 95.56 49.23 5.20 5,286.60 5,872.13 38.'!0 41.86 35.57 27.61 13.69 1,631.01 665.24 75.54 1,063.03 115.6'1 192.36 979.90 780.00 5.02 74.59 86.59 9.86 24.25 89.95 18.fi4 43.87 16.54 51.97 38.79 70.04 38.35 38.36 38.35 568.10 1,421.33 PAGE 3 cescx AD100[i1' 409.29 5.20 11,158.73 1,788.44 740. /0 1�063.03 115.67 192.36 1,759.90 5.02 916.26 lOB.83 115.06 568.10 1,421.33 53,']28.1'/ VOUCFQtE2 CITY OF ARROYO GRAND6 PAGB 4 0]/26/02 OB:26 VOUC7�R/CHECK REGISTER FOR ALL PBRIODS � O10 217 220 284 350 612 640 TI TT.0 GENERAL FUND LANDSCAPB MAINTBNANC6 DI51RIC1' sxxeers Evrm R8DEV67qPMENT AGENCY PUND CAPITAL IMPROV6MEN1' PUND SEWER FUND WAT6R FUND TOTAL AMOUNT 30,262.44 225.00 3,730.5'1 1,035.83 264.50 913.20 17,796.63 53,728.17 ATTACHMLNT 5 VOUC}Q2E2 CITY OF ARROYO GRANDE 07/26/02 11:32 � VOUCHER/CHECR RSGISTER FOR P6RIOD 14 VOUCN6R/ CHBCX CHECK VENDOR V6NDOR ITEM ACCOVNT N[1MBBR DATE NUMID6R NAME D&SCRIPTION p7q�� 63536 07/25/02 098535 MID STATE BANK FIT WITHF[OLDING 2002-15 011.0000.2109 63536 07/25/02 098535 MID STATS BANK FICA/MEDICARB WITHFIOLDING - E8 011.0000.2105 63536 07/25/02 098535 MID STATB BANR FICA/hffiDICAR6 WITHHOLDING - ER 011.0000.2105 6'/821 07/11/02 005616 CITY OP ARROYO GRANDE G.A.R&IPID.PAYROLL 011.0000.1015 67822 07/17/02 054482 MAINTENANCfi SUPERINTEND MSA hIIiETING-7 PEOPLE 220.9303.5501 67824 07/22/02 100905 TONY M. F6RRARA LOCC CONP P&R DIBM-F6RRARA � 010.4001.5501 67826 07/23/02 102047 SECRETARY OF STATE NOTARY S%AM P6S-WEICHINGER 030.4301.5601 67827 07/23/02 103100 D8BHI8 WEIC}IINGER P6R DI6M-WEICHING&R 010.4301.5601 67828 0]/25/02 005616 CITY OF ARROYO GRANDfi G.A.E2EIFID.PAYAOLL 011.0000.1015 306779 07/26/02 009750 BR&NDA BARROW PLAYGROIIND SUPPLIES 010.4922.5256 106775 0]/26/02 021990 C.COAST TAXI CAH SERVIC TAXI SVCS-7/14 225.4553.5507 106776 07/26/02 016695 CA.RES6RVfi PEACfi OFFIC6 REGIS-DAY/HENDRIX/HGNDRICICS 010.4201.5501 106777 0'!/26/02 100469 CNTY OF S.L.O.-FAMILY S 100464 MC CLURS 011.0000.2114 306778 07/26/02 098300 COUNTY/CI17 EMPL CR UNI 098300 CR.UNION. 011.0000.2120 106779 07/26/02 103302 DAY CONSTRUCLION REF-MINOA EXC&PT-3049 SUNS6T 010.0000.4514 106'!80 07/26/02 098350 EMPIAYMENT DEVELOPMENT 098350 SDI-PD 011.0000.2111 106780 0'//26/02 098350 EFIPIAYMENT D6VBLOPM6NT 098350 SDI-SEIU 011.0000.2111 . 106780 07/26/02 098350 6MPIAYMBNT DEVEIAPMENT 098350 SIT W/H 011.0000.2108 106781 07/26/02 103107 PAARELI. SMYTH INC. HOA LOT-135 A.G. 350.5512.7301 106781 07/26/02 103107 FARRELL SMYTH INC. HOA F66S-LOT 136 R.G 350.5512.7301 106781 07/26/02 103107 FARR6LL SMYTH,INC. HOA DUES-137 LOT 350.5512.7301 106"!82 07/26/02 098900 FAANCHISE TAX BOARD 098400 RITTERBU 011.0000.2114 106783 07/26/02 102999 FRANCHIS6 TA% BOARD 102999 LAYPRfiNCB 011.0000.2114 106]B4 07/26/02 101604 SARHI6 GARY REIbID.TRAV6L 010.9925.5303 106785 07/26/02 102315 VELMA DELORA GLENN 102315 GLENN 011.0000.2114 106986 07/26/02 098490 IQAA�RETIREMENT CORP 098490 I(P1A 011.0000.2117 106787 0]/26/02 061152 N6AL-TRUESDALE INC. CITY EMPIAY.HONSSTY BOND 010.4145.5580 106'/B] 07/26/02 061152 N6AL-TRUESDALE INC. POLICE PMPLOY.HON65TY BOND 010.4145.SSB0 106'/88 07/26/02 098550 P E R 5- RETIREMENT 098550 FIHICH p11.0000.210fi 106788 0'!/26/02 098550 P E R S- RETIREMENT 098550 IANNEO,J 011.0000.2106 ITEM TP100HT 28,094.92 15,493.73 15,493.73 253,777.6"! 105.00 160.00 ao.00 SB.00 217,49'/.25 90.47 1,045.'!5 370.00 106.50 5,489.50 257.00 128.23 62].43 6,334.19 160.00 160.00 160.00 125.B6 96.07 66.30 225.00 5,289.25 1,'/84.00 1,995.00 154.91 98.06 PAGE 1 CHECK AMOUNf 59,082.38 253,777.6'] 105.00 160.00 ao.00 SB.00 21],447.25 90.9'1 1.095.75 370.00 lOfi.50 5,489.50 257.00 '1,089.85 480.00 125.86 96.07 66.30 225.00 5,289.25 3.]29.00 VOUCEIItE2 CITY OF ARAOYO GWfNDE 07/26/02 11:32 VOUCHER/C7�CY. REGISTfiR � FOR P6RIOD 14 VOUCHER/ CH6CR CH6CR V6NDOR VENDOR IT6M ACCOUNT NUPID6R DATE NUPIDEA NAME , DESCRIPTION p[p.�ggR 106788 07/26/02 098550 P 8 R S- RETIREMENT 098550 P8A5 011.0000.2106 306]88 07/26/02 098550 P E R S- RETIREMENT AA7 TO ACTUAL - JUL PRp2 011.0000.2106 106789 0'//26/02 098700 S.B.I.U. LOCAL 620 098'!00 DU65 011.0000.2118 � 106790 07/26/02 100192 SAN LUIS MAILING SVC WATER BILL MAILING 690.4710.5201 106']91 07/26/02 102503 SHERIFP'S CIVIL DIVISIO 102503 GAR-KING 011.0000.2114 106'/91 �07/26/02 102503 SI�RIFF'S CIVIL DIVISIO 102503 RING � 011.0000.2114 306792 07/26/02 079990 SLO CN1'Y DEPT.FIEALTH CROSS CONNECT 640.4730.5303 106]93 07/26/02 081120 SO CALIF MUNI ATHL F6D S/BALL T6AM R&GIS 010.4424.5257 106794 07/26/02 103106 SOUTF�RN CALIFORNIA GAS RG.IAT GA$ HOOIR7P 350.5512.7001 106795 07/26/02 OB33B2 SUP6RIOR QUALII'Y COPIER MAINT AGREEMENT . 010.4130.5602 106796 07/2fi/02 �098725 UNION BANR OF CALIFORNI 098725 PARS 011.0000.2107 . 106797 07/26/02 0987'/S i]NITED WAY 098775 UNITED WAY - JUL 2002 011.0000.2121 106]98 07/26/02 087750 US SLO-PITCH S/HALL ASS S/BALL TBAM REGIS/UMP.RBGIS 010.4424.5257 106799 07/26/02 101888 VPIS VOL.FIRE FIGHT6R INS 010.9211.5135 TOTAL C7I&CKS IT6M AMOUNT 1'/,639.03 168.26 '143.66 926.13 8.00 101.99 1,383.51 396.00 999.34 2,288.09 1,972.76 15.00 i,son.00 3,611.00 PAGfi 2 CHBCK AMOUNT 18,060.26 743.66 926.13 109.99 1,383.51 396.00 999.34 2,288.09 1,9/2.76 15.00 i,soa.00 3,611.00 587,140.59 VOUCHEt62 CITY OF ARROYO GRAND& PAGE 3 07/26/02 11:32 VOUCHER/CHECK REGIST6R FOA P6RIOD 14 . FUND TITL& O10 GENERAi, PONp O11 PAYF20LL CLEARING FqND 220 STRBBTS F[7HD 225 TRANSPORTATION FUND 350 CAPITAL IMPROVEMENT FVND 640 WATER FUND TOTAL AMOOPTf 12,569.86 Sfi9,631.00 105.00 1,045.75 1,4]9.34 2�309.69 58],190.59 ATTACHMENT 6 DEPARTMENTAL LABOR DISTRIBUTION PAY PERIOD 07I05IO2 - 07/78IO2 FUND 010 FUND 220 FUND 284 FUND 612 FUND 640 252,500.03 12,279.11 5,352.47 4,872.07 12,642.25 287,645.93 Salaries Full time Salaries Part-Time - PPT Salaries Part-Time - TPT Salaries OverTime Salaries Standby Holiday Pay Sick Pay Annual Leave By Back Vacation Buyback Sick Leave Buyback Vacation Pay Comp Pay AnnualLeave Pay PERS ReGrement SociaF Securiry PARS RetiremeM State Disability Ins. Health Insurance Dental Insurance Vision Insurance Life Insurance Long Tertn Disability Uniform Allowance Car Allowance Council Expense Employee Assistance Boot Allowance Motor Pay 156,715.30 16,754.27 13,345.74 9,000.69 361.50 2,744.27 3,09323 15,125.89 3,992.84 2,569.23 17,762.93 15,493.73 394.56 755.66 23,04227 3,657.21 813.19 572.60 795.30 400.00 155.52 100.00 287,645.93 C�� MEMORANDUM TO: CITY COUNCIL FROM: LYNDA K. SNODGRASS, DIRECTOR OF FINANCIAL SERVICES � BY: JANET M. HUWALDT, ACCOUNTING SUPERVISOR41�' / SUBJECT: STATEMENT OF INVESTMENT DEPOSITS DATE: AUGUST 13, 2002 Attached please find a report listing the current investment deposits of the City of Arroyo Grande, as of July 31, 2002, as required by Government Code Section 53646 (b). CITY OFARROYO GRANDE MONTHLY INVESTMENT REPORT As of July 31, 2002 August 13, 2002 This report presents the City's investments as of July 31, 2002. It includes all investrnents managed by the City, the investment institution, type of investment, maturity date, and rate of interest. As of July 31, 2002, the investment portfolio was in compliance with all State laws and the City's investrnent policy. Current Investments: The City is currently investing all short-term excess cash in the Local Agency Investment Fund (LAIF) administered by the State Treasurer. This is a very high quality investrnent in terms of safety, liquidity, and yield. The City may readily transfer the LAIF funds to the City's checking account when funds aze needed. At this time, the City dces not hold any other investments. The following is a comparison of investments based on book values as of July 31, 2002 compared with the prior month and the prior year. Date: July 2002 June 2002 Amount: $12,400,000 12,000,000 Interest Rate: 2.72°k 2.76% July 2001 9,650,000 5.32% 8.c. MEMORANDUM TO: CITY COUNCIL FROM: LYNDA K. SNODGRASS, DIRECTOR OF FINANCIAL SERYICE8� SUBJECT: AUTHORIZE ADDITIONAL APPROPRIATION OF s112,700 FOR IMPLEMENTATION OF AGPOA CONTRACT DATE: AUGUST 13, 2002 RECOMMENDATION: It is recommended the City Council authorize an additional appropriation af 5112,700, to be added to the General Fund-Police Budget to implement the Arroyo Gfarxfe Pdice Officers Association Memorandum of Understanding (MOU) ��oved a� Juty 23, 2002. FUNDING: Fiscal Year 2002-03 estimated revenues are currently projected to exceed expendihues by $307,620. Approvai of the proposed increase in appropriatans w�{I ra� the cuRent year contribution to fund balance to $194,920, leavirig a proje�ed yeer-end tund balance of approximately $2,387,800. DISCUSSION: The Fiscal Year 2002-03 Annuaf Budget was presented, approved and publist�d before negotiatiais between representatives of the Ciky and AGPOA were ca�te. Becau�e terms {and ultimately costs) of a new contract had not been �eached whsn tl� Fiscai Year 2002-03 Mnual Budget was completed, only suffiaent appropriatians for personnel costs at the 1998/1999-2001l2002 MOU level were induded rc� the Police budget. On July S, 2002 AGPOA members ratified a proposed contract, followeci by City Council approvaf of the same contract on July 23, 2002. To implement ihe provisions of tt�at MOU, additional appropriations in the Police budget are required. Atl �ional appropriations will increase payroll related accounts, such as fuil time salaries. ALTERNATIVES: The following alternatives are provided for City Council consideration: - Authorize additional appropriation of $112,700; - Deny staff recommendations; - Provide direction to staff. CITY OF ARROYO GRANDE BUDGET AMENDMENT REQUEST REQUESTIIdG DEPARTMENT . FUND AMI;NDED City Council General Fund REVENUES AC(.'OUNT DFSCRIPTION Ftio�d pCCf. DETAII. �� TOTAL � S - � S - 'ENDITURES cuRxEti1' PAOt�ouD ACCtlUNT DE9CRIPTION HWnd DEPT. O&1. BUDGET pp�N9R�IV'}'S Time Salaries 010 4201 5101 5 1,820,000 63,000 rtime 010 4201 5105 $ 210,000 11,900 tS 010 4201 5121 S 3,000 8,250 ial Security O10 4201 5122 3 185,000 7,�00 010 4201 5126 $ 3,400 150 TOTAL � S 2,201,L00 � S 11 NUMBER No. FUND NO. 010 a BUDG6'f 1,905,000 221,900 11,250 172.4� 3,550 f 100 DEPARTMENT DIRECTOR DATE DIRECTOR OF FINANCE pp'('g C1TY MANAQER DATE ENTERED BY pp'�'g NET ADNSTMENT TO FUND BALANCE PURPOSE _ � r O m n � � N N O F � o X � � � � N N O � ' y x � N y � n n � .G N N N N W G OD 00 N M a� � � � � � N 0 O o '" '� u .. a� Q �e rn ZS �� r � � b � u b �u o � � � � L d G z � 0 ¢ _ __ 8.d. MINUTES REGULAR MEETING OF THE CITY COUNCIL TUE3DAY, JULY 23, 2002 COUNCIL CHAMBERS, 215 E. BRANCH STREET ARROYO GRANDE, CALIFORNIA 1. CALL TO ORDER Mayor Lady called the Regular City Council meeting to order at 7:00 p.m. 2. ROLL CALL City Council: Council Members Dickens, Ferrara, Lubin, Mayor Pro 7em Runels and Mayor Lady were present. City Staff Present: City Manager Adams; City Attomey Carmel; Director of Administrative Services WQtmore; Police Commander Andrews; and Director of Community Development Strong. 3. FLAG SALUTE Members of the Rotary Club of Arroyo Grande led the Flag Salute. 4. INVOCATION Pastor Norman Somes, invocation. St. Barnabas Episcopal Church, Arroyo Grande, delivered the 5. SPECIAL PRESENTATIONS 5.a. Certiflcate of Special Recognition to Cal Poly City and Regional Planning 2" Year Design Lab. Mayor Lady presented a Certificate of Special Recognition to Zefjka Howard 8� Vicente del Rio on behalf of the Cal Poly City and Regional Planning 2" Year Design Lab in recognition of service to the City for the Traffic Way Enhancement Concept Plans. 5.b. Certiflcates of Appreciation - Former Traffic Commissioner L. George Tappan and Former Senior Advisory Commissioner Jean Hubbard. Mayor Lady presented Certificates of Appreciation to former TraHic Commissioner L. George Tappan and former Senior Advisory Commissioner Jean Hubbard in recognition of outstanding and invaluable service to the community. 6. AGENDA REVIEW None. 6.a. Resolutions and Ordinances Read In T1tle Only Mayor Pro Tem Runels moved, Council Member Ferrara seconded, and the motion passed unanimously that all resolutions and ordinances presented at the meeting shall be read in title only and all further reading be waived. CITY COUNCIL MINUTES JULY 23, 2002 PAGE 2 7. CITIZENS' INPUT. COMMENTS. AND SUGGESTIONS None. • 8. CONSENT AGENDA Council Member Lubin requested Item 8.d. be pulled for discussion. Council Member Ferrara moved and Mayor Pro Tem Runels seconded the motion to approve Consent Agenda Items 8.a. through 8.e., with the exception of Item 8.d., the recommended courses of action: 8.a. Cash Disbursement Rati�cation. Action: Approved the listings of cash disbursement§ for the period July 1, 2002 through July 15, 2002. 8.b. Consideration of Cash Flow Analysis/Approval of Intertund Advance from the Water Facility Fund. Action: Received and filed June 2002 cash report and approve the intertund advance from the Water Facility Fund to cover cash deficits in other funds at 6/30/02. 8.c. Consideration of Approval of Minutes. Action: Approved minutes for the Special City Council Meeting and Regular City Council/Redevelopment Agency Meeting of June 25, 2002; the Special and Regular City Council Meetings of July 9, 2002; and•the Special City Council Meeting of July 15, 2002 as submitted. ' . - 8.e. Consideration of FY 2002/03 - FY 2003/04 Memorandum of lJnderstanding with the Arroyo Grande Police Offtcers' Association. Action: Adopted Resolution No. 3613 approving the Memorandum of Understanding (MOU) with the Arroyo Grande Police O�cers' Assoaation. AYES: Runels, Lubin, Dickens,. Ferrara, Lady NOES: None ABSENT: None There being 5 AYES and 0 NOES, the motion is hereby declared to be passed. 8.d. Authorization to Solicit Bids - Replacement of Five Police Department Vehicles: In response to concerns expressed by Council Member Lubin regarding a recent televisio� report on 60 Minutes conceming safety problems with Crown Victoria vehicles, Commander Andrews gave an update on the resufts of extensive crash tests performed on the Crown Victoria and stated that the Police Department is confident with the outcome of the testing and the safety of the 3ehicles. Following comments and discussion, Council Member Lubin moved to authorize staff to solicit bids to replace two (2) patrol vehicles, two, (2) unmarlied vehicles, and the Parking CITY COUNCIL MINUTES JULY 23, 2002 PAGE 3 Enforcement truck for the Police Department. Mayor Pro Tem Runels seconded the motion, and on the following roll-call vote, to wit: AYES: Lubin, Runeis, Dickens, Ferrara, Lady NOES: None ABSENT: None There being 5 AYES and 0 NOES, the motion is hereby declared to be passed. 9. PUBLIC HEARINGS None. 10. CONTINUED BUSINESS None. 11. NEW BUSINESS . 11.a. Presentation by the San Luis Obispo County Housing Trust Fund and Consideration of Support. City Manager Adams introduced Anita Robinson�as the Chair of the Steering Committee of the San Luis Obispo County Housing Trust Fund. Ms. Robinson distributed San Luis Obispo County Housing Trust Fund brochures to the Council, and provided a handout titied "The Economic Impact in the City of Arroyo Grande Related to the Lack of Affordable Housing" (on file in the Administrative Services Department). She gave a presentation regarding the San Luis Obispo County Housing Trust Fund, which included a preface of information on the cause of the housing crisis in the City of Arroyo Grande; who is affected by the current housing crisis; a review of inedian home prices in San Luis Obispo Counry; and how the housing crisis impacts economic development. Ms. Robinson explained that a Housing Tn�st Fuod..is a potential solution to the housing crisis; explained the benefits of a countywide Housing Trust Fund; reviewed the funding, goals for the Housing Trust Fund; explained who receives housing assistance through the Housing Trust Fund; reviewed sources of funds that can be leveraged; reviewed the eligible activities of the Trust Fund; and explained how the Housing Trust Fund would be�managed. Mayor Lady invited comments from those in the audience who wished to be heaM on the matter. The foliowing members of the public spoke on the item: Bill Tappan, 278 Canyon Way George Moylan, representing Housing Authority of the City of San Luis Obispo Joe Costello, Arroyo Gran.de resident Elizabeth "Biz" Steinberg, representing the Economic Opportunity Commission. CITY COUNCIL MINUTES JULY 23, 2002 PAGE 4 Hearing no further public comments, Mayor Lady closed the public comment period and brought the issue back to Councii for consideration. Following questions and discussion, Council Members Lubin, Dickens, Ferrara, Mayor Pro Tem Runels, and Mayor Lady expressed support of the concept of the San Luis Obispo County Housing Trust Fund. Council Member Lubin moved to support the concept of the San Luis Obispo County Housing Trust Fund and direct staff to work with representatives of the Trust Fund on identifying opportunities for future joint projects and funding altematives. Council Member Dickens seconded the motion, and on the foflowing roll-call vote, to wit: AYES: Lubin, Dickens, Ferrara, Runels Lady NOES: None ABSENT: None There being 5 AYES and 0 NOES, the motion is hereby declared to be passed. 12. CITY COUNCIL REPORTS a. MAYOR MICHAEL LADY (1) South San Luis Obispo County Sanitation District (SSLOCSD). 1) John Jenks of Kennedy Jenks Associates gave a presentation regarding the long range plan for wastewater treatment and the construction of the chlorine contact chamber; 2) Approved request from the Oceano Community Center regarding a waiver of fees by the Sanitation District. (2) Other. None. b. MAYOR PRO TEM THOMAS A. RUNELS (1) Zone 3 Advisory Board. 1) Reported that stone column work at the Lopez Dam seismic retrofit project site is about 50% complste'and gave a progress report; 2) A plant audit has been finished for the water treatment plant, which will result in a substantial upgrade of the plant over the next several years to meet all the new quality standards; and•3) Bears have been sited near the Lopez Recreation Area, and revenue is down compared to this time last year at the Lopez Recreation Area. (2) County Water Resources Advisory Committee (WRAC). No report. (3) Other. None. c. COUNCIL MEMBER JIM DICKENS (1) Economic Opportunity Commission (EOC). No report. (2) South County Youth Coalition. No report. (3) Other. None. CITY COUNCIL MINUTES. JULY 23, 2002 • PA6E 5 d. COUNCIL MEMBER TONY M. FERRARA (1) Integrated Waste Management Authority Board (IWMA). The next Ezecutive Committee meeting is in August and the next Board Meeting is in September. Will be attending the League of Califomia Cities Mayor-Council Leadership Academy �and the State IWMA Board will be making a presentation to all of the Califomia jurisdictions that have achieved a 50% recycle diversion rate. Wiil be accepting the award for the San Luis Obispo County IWMA as the current President of the San Luis Obispo County IWMA. (2) Air Pollution Control District (APCD). Meets tomorrow; will focus on proposals to amend the enforcement of Bum Rule 501, specifically as it relates to the Nipomo area. (3) San Luis Obispo Council of Governments/San Luis Obispo Regional Transit Authority (SLOCOG/SLORTA). The Board voted to approye the draft release of the Regional Housing Needs Plan with the figures that SLOCOG was promoting. It was reported that unless there was success with the legislative effort to gain support from the Senate and Assembly, that HCD is likely to reject the draft Plan. Letters are being written in opposition to HCD's proposed Pian. (4) Other. None. e. COUNCIL MEMBER SANpY LUBIN (1) South County Area Transit (SCAT). 1) In-house operations of the transit system are going well; have seen improvement in maintenance, safety, and ridership; 2) The SCAT Board voted to accept a RFP from a local taxi company concerning the senior taxi program, and the price will be going down from $40 to $30 for a �0-ride coupon; and 3) Held Closed Session meeting. (2) Economic Vitality Corporation (EVC). 1) Serving as the new Chair of the EVC; 2) Meets tomorrow; however at last meeting, a presentation was given by the Commercial Space Authority; and 3) Reported that EVC finished the fiscal year (June 30) in a positive cash flow and funding for the EVC looks positive. ' (3) Other. None. 13. CITY COUNCIL MEMBER ITEMS None. 74. CITY MANAGER ITEMS None. 75. COUNCIL COMMUNICATIONS None. , CITY COUNCIL MINUTES JULY 23, 2002 PAGE 6 16. STAFF COMMUNICATIONS None. 17. ADJOURNMENT. Mayor Lady adjourned the meeting at 8:20 p.m. Michael A. Lady, Mayor ATTEST: Ke11y Wetmore, Director of Administrative Services/ Deputy City Clerk 8.e. TO: CITY COUNCIL MEMORANDUM FROM: DON SPAGNOLO, DIRECTOR OF PUBLIC WORKS/CITY ENGINEER� SUBJECT: CONSIDERATION OF AUTHORIZATION TO SOLICIT BIDS FOR A PUBLIC WORKS VEHICLE DATE: AUGUST 73, 2002 RECOMMENDATION: It is recommended the City Council authorize staff to solicit bids for the purchase of a%r ton pick up truck as provided for in the FY 2002/03 budget. FUNDING: The approved FY 2002/03 budget includes funds for this vehicle in the following accounts: 010-4301-6301 ($9,000) and 640-4710-6301 ($16,000). The total estimated cost for this vehicle is $25,000.00. DISCUSStON: The proposed vehicle will be replacing a 1987 4-wheel drive Blazer that is driven by the Public Works Inspector. The City's adopted Vehicle Replacement Policy C-006 provides for the replacement of a light truck in five (5) years or 80,000 miles. The existing vehicle is 15 years old and has in excess of 100,000 miles. The vehicle has exceeded the criteria established in the City's Administrative Policies and Procedures Manual and requires maintenance beyond the value of the vehicle. ALTERNATIVES: The following alternatives are provided for the Council's consideration: - Approve staff's request and authorize the solicitation of bids; - Do not approve staff's request; - Modify staffs request as appropriate and approve; or - Provide direction to staff. Attachments: Administrative Policies and Procedures - Policy #C-006 Bid Notice and Specifications Vehicle Bid List CITY OF ARROYO GRANDE ADMINISTRATIVE POLICY AND PROCEDURES POLICY #: C-006 ' ' _ ' = � X�(g�i':'t'�Y= EFFECTIVE: 8�9�,�86 CANCELLATION DATE: N/A SUPERSEDES: � SUBJECT: EVALUATION CRITERIA FOR REPLACEMENT OF STANDARD EQUIPMENT POLICY Equipment is currently capitalized if the value of the item at the time of purchase exceeds $500. Replacement of capital equipment must be authorized by the City Council. Criteria for evaluating when replacement shouid occur is I� below. '(he recommendation for replacement should be a composite evaluation util¢ing the criteria listed coupled with the actual condition of the equipment. PROCEDURE: CRITERIA FOR A REPLACEMENT OF EQUIPMENT a C� General criteria: The following criteria will be used when requesting replacement of capital equipment or other designated equipment 1. Condition of the equipment 2. Age of equipment 3. Maintenance history of the equipment Specific criteria: Aqe — Standardized estimated useful life which may varv denendinq on aualitv and usaae. a. Personal Computers — five years b. Caiculators — five years c. Typewriters — eight years d. Chairs — five years e. Desks — fifteen years Revised: September 9, 1997 POLICY #: C-006 PAGE 2 % 3. Revised: September 1, 1997 f. Tables — fifteen years g. File Cabinets — fifteen years h. Autos-Light Trucks — five years and/or 80,000 miles i. Police Emergency (Patrol) Vehicles — three years ' ;� Maintenance Historv a. Recommendation not economically computers). Condition by maintenance personnel that equipment is repairable or abie to be updated (as in a. Hazardous or dangerous for the employee to use b. Broken parts that are not adequately repairable c. Chipped, marked, or damaged veneers, laminates, or exterior that is not repairable d. No longer able to function in accord with its intended use due to damage, age, or aitered requirements �,e�trl. �` ROBERT L. HUNT CITY MANAGER CITY OF ARROYO G aNnF PUBLIC WORKS DEPARTIIAENT BID NOTICE AUGUST 76 2002 The City of Arroyo Grande Public Works Department is requesting bid proposals for a%rton, pick-up truck, with extended cab, with the following criteria. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. Color: White V-8 engine; Automatic transmission Wheel Base: 143" (Nominal) Bumpers (Front and Rear) Tire Jack & Lug Tool Full size spare tire with Lockable carrier Front License Plate Bracket Air conditioning AM/FM Radio Back Up Alarm Califomia Emissions The vehicle must meet or exceed listed specifications All proposals shall include applicable taxes and delivery charges. All proposals shall be sealed and on company letterhead with the envelope marked "�-Ton Pick Up Truck". Piease submit your sealed bid ta Kelly Wetmore Director of Administrative Services/Deputy City Clerk City of Arroyo Grande P. O. Box 550 Arroyo Grande, California 93421 Bid proposals must be received by 2:00 pm, August 27, 2002. Bids will be opened at that time at the City of Anoyo Grande City Council Chambers, located at 215 East Brench Street, Arroyo Grand+e, CA. The City ofArroyo Grande reserves the right to accept or rejec� any or all bids upon recommendation of the Public Works Director. If you have any questions, contact Larry Iness, Fleet Maintenance Coordinator at 473-5468. VEHICLE BID LIST FOR A 2002'/:-TON PICK UP TRUCK 1. Christianson Chevrolet 303 Traffic Way P. O. Box 488 Arroyo Grande, CA 93421 2. Mullahey Ford 330 Traffic Way P. O. Box 578 Arroyo Grande, CA 93421 3. Paso Robles GMC Truck 2345 Golden Hill Road P. O. Box 1108 Paso Robles, CA 93447 4. Perry Ford 12200 Los Osos Valley Road P. O. Box 3259 San Luis Obispo, CA 93403 5. Rancho Grande Motors 1404 Auto Parkway San Luis Obispo, CA 93401 6. Iverson Motors 1918 South Broadway Santa Maria, CA 93454 7. Stanley Motors 1330 Monterey Street San Luis Obispo, CA 93401 . _ _ _ 8.f. TO: FROM: CITY COUNCIL MEMORANDUM RICK TerBORCH, CHIEF OF POLICE,� SUBJECT: AUTHORIZATION TO PURCHASE TWO (2) RERLACEMfeNT UNMARKED VEHICLES AND ONE (1) REPLACEMENT PARKING`ENFORCEMENT TRUCK DATE: AUGUST 13, 2002 RECOMMENDATION: It is recommended that the City Council authorize staff to purchase two (2) replacement unmarked vehicles and one (1) replacement Parking Enforcement truck from Christianson Chevrolet for $50,055.07. FISCAL IMPACT: The FY 2002-03 Police Department Budget includes $42,000 for the replacement of two unmarked vehicles and $18,500 forthe replacement of one (1) Parking Enforcement truck, for a total of $60,500. The recommended purchase price for these vehicles is $50,055.07. In addition, there will be approximately $5,400 for the acquisition and installation of emergency and other equipment for the vehicles. This, combined with the purchase price of the vehicles, is approximately $5,044.93 under the amount budgeted for the acquisition and equipping of the vehicles. DISCUSSION: On July 23, 2002, the City Council authorized staff to solicit bids forthe replacement of two (2) unmarked police vehicles and one (1) Parking Enforcement truck. The unmarked vehicles were to be mid-sized sedans equipped for police use. Staff obtained bids from three (3) dealers (see Attachment "A"). The bids are as follows: Comaanv Christianson Chevrolet, Arroyo Grande Mullahey Ford, Arroyo Grande Downey Ford, Downey Model Chevrolet Malibu Ford Taurus Ford Taurus Cost $33,946.34 $34,026.28 $34,774.20 All bids include a three year, 36,000 mile warranty, and all dealers have vehicles available for immediate delivery. The low bidder for the two (2) unmarked police vehicles is __ __ _ __ CITY COUNCIL AUTHORIZATION TO PURCHASE TWO (2) REPLACEMENT UNMARKED VEHICLES AND ONE (1) REPLACEMENT PARKING ENFORCEMENT TRUCK AUGUST 13, 2002 PAGE 2 Christianson Chevrolet of Arroyo Grande. The budgeted amount also includes $3,400 for the acquisition and installation of emergency equipment, such as lights, siren, radio, secured weapon racks, etc. The Parking Enforcement vehicle is to be a small pick-up truck. Staff obtained bids for the truck from three (3) dealers (see Attachment "B"). The bids received are as follows: Comoanv Christianson Chevrolet, Arroyo Grande Model Chevrolet SWB Truck Cost $16,108.73 Mullahey Ford, AROyo Grande Downey Ford, Downey Ford Ranger Truck Ford Ranger Truck $16,516.50 $17,025.94 All bids include a three year, 36,000 mile warranty. All dealers have the vehicle available for immediate delivery. The low bidder for the Parking Enforcement truck is Christianson Chevrolet of Arroyo Grande. In addition, the budgeted amount includes $2,000 for equipping the Parking Enforcement truck with necessary equipment, including radio installation, warning lights, security box, etc. Upon combining the purchase of the two (2) unmarked vehicles, the Parking Enforcement truck, and the acquisition and installation of necessary equipment, the total cost for the vehicles is $55,455.07. This cost is approximately $5,044.93 less than the amount approved in the FY 2002-03 Police Department Budget for the acquisition of these vehicles. ALTERNATIVES: The following alternatives are provided for the Council's consideration: - Approve staff's recommendation; - Reject bids and direct staff to solicit additional bids; - Reject bids and provide further direction to staff; or - Do not approve staffs recommendation. Attachments (2) a o� o� o ° ror v � � C u�7 . .1 0 '� r: "� M ro O A b� N O O� l0 � la O �O�D ,p � Ol W � � tl] cr m � , '� . _'� � � .� M � M � U � N � . ('7 T N ro 'd � �� ro s� � � o e °� �ro o� u r , � ro a wW o� � O _,� +� U ro � 0 � a C N a � o C � A I O +i � � •.� ro a� a M 1� 1� U I� 1� � rl U oa o•� -o a � a ra a� a a °+�' a a P° � -.�� r-�i N 27 a S E N N +� LL N o �-- oa � U � G � C 3 � .0 Q ° M � U J� 'd b q .,i ro � � 3 >°, � o q N � � n I CI1� � +� 0 a �a oro v �, � � m � ro� E � � ro u� Cx� � 0 0 N ��pIM O � I M ,� o � � x o '� ro -.� � E N � a� °� +, 'J a� D J-� G `� ^ p M O � a� ro �� . ro`; � u moc�oro� ,�� r;oo rno y'J O pq �� NO'� N �� .� O N N '-� � M �-i J U� � �� N ro �� ' t3 � -� ro :� � o >°, +�' � N � �1 � �i� W d O C � O _ 1� U b +� O � a � U � U N � �" a 3 0 .� O � h � U � a� x 'b b C -� ro � N � c� �°. � o p N � n I L:I+� I-rl k b, s�+ u �E+� ro a� � a s, a a o G -° ,R �., i o +� ro � -� ro v rz M 1� N U i ro o •� x l� 1-� � � U o a o -� v 'd w a ca N C N C O •• � ro a� .n +� w � � a��i a a ua� �� aa�'i Q x�- n 0 O N s� 0 � r m w 0 I � � � i � J� � r� � �o 8.g. MEMORANDUM TO: CITY COUNCIL FROM: RICK TerBORCH, CHIEF OF POLICE �(/ SUBJECT: AUTHORIZATION TO PURCHASE TWO (2) REPLACEMENT POLICE DEPARTMENT PATROL VEHICLES DATE: AUGUST 13, 2002 RECOMMENDATION: It is recommended that the City Council authorize staff to purchase two (2) replacement Police Department patrol vehicles from Mullahey Ford for $48,498.46. FISCAL IMPACT: The FY 2002-03 Police Department Budget includes $53,700 for the purchase of two replacement patrol vehicles. The recommended purchase is for $48,498.46. Additionally, there will be approximately $5,200 for the acquisition and installation of emergency equipment which is included in the budgeted amount. This, combined with the purchase of the vehicles, is $1.54 under the amount approved in the budget for the acquisition of the patrol vehicles. DISCUSSION: On July 23, 2002, the City Council authorized staff to solicit bids for the replacement of two (2) Police Department marked patrol vehicles., Replacement vehicles are to be full-size sedans which comply with the California Highway Patrol (CHP) specifications for patrol vehicles. The current CHP specifications are for the 2002 and 2003 Ford Crown Victoria. Staff received bids from three (3) dealerships that regularly supply police vehicles. All three submitted bids for two (2) 2003 Ford Crown Victoria Police Interceptors which comply with CHP specifications. The bids are as follows: Comqanv Mullahey Ford, Arroyo Grande Downey Ford, Downey Downtown Ford, Sacramento Cost $48,498.46 $48,004.56 $54,036.84 AUTHORIZATION TO PURCHASE TWO (2) REPLACEMENT POLICE DEPARTMENT PATROL VEHICLES AUGUST 13, 2002 PAGE 2 All bids include a three year, 36,000 mile warranty (the Police Department currently participates in the Ford Quality Fleet Care Maintenance Program). Upon factoring in the five percent (5%) local bidders preference as allowed in Arroyo Grande Municipal Code Section 3.08.020, Mullahey Ford's bid is $46,073.54, and is, therefore, the low bid for patrol vehicles. Mullahey Ford has supplied police vehicles to the City in the past and currently performs all factory service on the Police DepartmenYs Ford fleet. The budgeted amount also includes the acquisition of new emergency light bars and the installation of emergency equipment, including sirens, protective screens, radios, secured weapons racks, in-car video systems, etc. Upon factoring in the acquisition and installation of the emergency equipment (approximately $5,200), the total cost to purchase and equip the new patrol vehicles is $53,698.46. ALTERNATIVES: The following alternatives are provided for the Council's consideration: - Approve staffs recommendation; - Reject bids and direct staff to solicit additional bids; - Reject bids and provide further direction to staff; or - Do not approve staffs recommendation. Attachment � U m WW A O N p 3 C k�, O N � 3 N N O U q nro � c c N i 0 o � � N � pp Ol N �"� �"� � O � � r N (y � � � � � r H � U � l0 U � w � q v � w � p Q Q N q h N � N � N b G� rt FI [ � � O �� o 'tl � ��'m �� w �o� �O J-� � "'� ro U � O 7 a � U M ao ui x � H '[ tT M ro "'� � a a�i � 3 a�o � ro � o � � � 0 O a �' � � � C O N '� +� R O � � � a °? G O S-I H O 1� ro H •.� ro a� x a U m o -��i x � w oa o-� ° � ao a a� a ao .>, a� .a +� ao +� R� C N -.�i .-�i � N o s� a� a� s� � 3 F+ s� ro ro a w c� � l. � � F � -- --- q p, i""� � M � � tn N � N N r N O M � O N � � N N � `� va O � M r1 � N N � rn rn � M d' N lp N N � d , � N d} .� H _� � c� °' d° p' � .,�.� N � .1 � r � q � C ro . �o t � �� a � � U .� i �' a� a �r m � M O V' N � � N � O O � V' � c � � I M Q I C1�7 � d' N O� . W rn � a' N C . <1' N I N N O 3 E U S C9 � N U a�i N N W N H a v .� m � ro U O a 8.h. MEMORANDUM TO: CITY COUNCIL FROM: DANIEL C. HERNANDEZ, DIRECTOR OF PARKS, RECREATION AND� FACILITIES SUBJECT: AWARD OF BID — PARKS DIVISION VEHICLE DATE: AUGUST 13, 2002 RECOMMENDATION: It is recommended the City Council award the bid to Mullahey Ford for the purchase of a 2002 one-ton dump truck in the amounf of $26,789.62: FUNDING: In the Fiscal Year 2002-03 Parks Division budget, $25,000 was a�located for the purchase of a new vehicle to replace P-23 (1985 Dodge one-ton dump truck). The $1.789.62 above the $25,000 budget will be provided from unused appropriations in other accounts in the Parks Division budget. DISCUSSION: The current vehicle is a 1985 Dodge one-ton dump truck, currently valued at $1,865 with repair expenditures in the FY 2001-02 budget exceeding $4,000. A total of three bids were received. The apparent low bid was from Paso Robles ford in the amount of $26,796.62. The next lowesf bid was Mullahey Ford in the amount of $26,789.62. However, as per Municipal Code Section.3.08.020 section F(6), a local vendor preference of 5% would lower MuHahey's bid to $25,450.14 with regards to the selection process. ALTERNATIVES: The following aiternatives are provided for the Council`s consideration: - Approve staff's recommendation; - Modify staffs recommendation; - Do not approve staff's recommendation; - Provide direction to staff. Attachments: Municipal Code Section 3.08.020 (Attachment 1) Bid Specifications (Attachment 2) Bid Sheet (Attachment 3) 3.08.020 ATTACHMENT 1 F< d. The city manager is authorized to award informal contracts pursuant to this section. e. If all bids received are in excess of seventy-five thousand dollazs ($75,000.00), the Boverning body of the public agency may by passage of a resolution by a four-fifths vote, award the conhact, at eighty thousand dollars ($80,000.00), or less, to the lowest responsible bidder, if it determines the cost estimate of the public agency was reasonable. 3. Public Projects of More Than Seventy- Five Thousand Dollars ($75,000.00) (Forniat Bidding Procedures). For ail public projects of more than seventy-five thousand dollars ($75,000.00), a contract shall be awarded pursuant to a fom�al bidding procedure as set forth in the Act, and subject to the exemptions provided for therein. F. Open Purchase Orders. 1. Defined. "Open purchase orders" means a purchase where t6e acquisition is not made all at one 6me; it shall be a continuing order providiag continuing authority to purchase from vendors who furnish monthly supplies or services in such volume as to justify the issuance of an open order. All open purchase orders shall state a maximum amount of expenditures. 2. Use. Upon the user departrnent's written request thetefor, an open purchase order may ba prepared and issued. The original coPY, afrer approval and si�ature, shall be forwarded to the vendor. The second copy shall be retained ' by the user depaztrnent. When an open purchase order is utilized, expendituces shall be reported by the use of requisitions. Such requisitions shall be signed by the depamnent d'uxtor or his or her duly authoriud assistant. Such requisitions against an open purc}►ase order shall be filed imrnediately by the user, departrnent before each and every purchase, 46 G. Guidelines for Evaluating Bids. Except as otherwise required by law, guidelines for evatuating bids shall inciude, but aot be Iimited to, the following: 1. 1'he character, integity, roputation, judgment, experience and efficiency of the bidder (this may include an analysis of previous work performed for the city); 2• T'he ability of t6e bidder to perform the contract, or provide the materials, supplies or semces required, within the time specified, without delay or intcrference; 3. The ability of the bidder to prpvide future maintenance, repair Parts, and replacement of purchased materiaL4 or s�lies; 4. Compliance by the bidder with fedecai acts, execucive orders, and sfate statutes governing nondiscrimination in empIoyment; 5. The results of any evaluatiai reiating performance and price, such as testing, life cycle costin& and analysis of service, main tenance and technical data; 6. Fitness and quality being equa(, a proference may be granted to local veadors for the purchase of materiais, supplies snd services. The city may provede a preference to each qualified local vendor if the bid of a locai qualif ed vendordoes notexcadthe lowestbid or price quoted by other vendors by more than five percent. Applicatioa of the five percent preference in the award of the conhact shal] mean the amount by which the local vendor bid or estimaze shall be dcemed reduced in the city's bid award or selection process and shall not actually reduce the aznount ultunately paid by the city to the successfui bidder. To qualify as a local vendor, a busiaess must have al] current applicable ciry licenses and permits, musc maintain its primary affice, distribution point, or place of business within the city and must report and pay sales tax W the state of ATTACHMENT2 City of Arioyo Grande Parks, Recreation and Facilities Department July 11, 2002 Bid Notice The City of Arroyo Grsnde Parks, Recreation and Fncilltiex Department is requ¢ating bid proposnis for one new 2002 1 ton regular cab dump truck which meets the following apecifioatlona: SPEC►FTCATiONS: 1. 2. 3. 4. 5. 6. 7. 8. 9, 10. I i. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. u. 23. 24. Fuel injected V-8 ongme, gasolina 1�vo whee! drive Aual xeac wheels AuMmatie 4ansmiuion Power steering Power brakes Bench seat Volt meta, oil presattre gaugc, engina temp gaugc, ffiehomctu Air conditioning Radio and heater Air bags (driver and passenger) Sun vison Inuiior rearview miaor Front bumper with liccagc platc brackct . Exterior minors (driver and passenger side) Tinted windslrield ' Seat belts for Uvee (3) passengers InternutOmt windsLield wipa systcm Mechaaicaijack and wheel wrench Spare tim and whed (rteel) 1 ��0 GV V✓R miniTrn�m . Pame color: wlute Dump bed: hydraulic, single cylindat, steel bed with stake pockets, 9 foot or 10 foot bed, sue) head board with expandcd metal over window, noa P.T.O., dechic switch Txuck altall bc delivtred within sixry (60) clays of order date All proposals shall include all applicablc taxes aad delivery chuges, All proposals sLall be scalcd and oa compeny lettcrhead with the envelope marked "1 Ton Thtmp Truck". Please submit your aealed bid w: Ciry of Arroyo Grande A[[n: Kelly Wevnore, Administrative Smices Director P.O. Box 550 Arroyc Grnnde, CA 93421 Bid proposals must be received by 2:00 p.m. on Thursday, July 25, 2002. Bida will be opeaed at that time az the Of6ce of Adminis�ative Sarvices located at 214 E. Branch Stcxt, qrroyo Grande, Califomia. The CYty of Axroyo Cttaade reserves the right to aecept or reject nay ur all bids upon mwmtntndalion of [h: City Maaager. If you lw4e any question or concerns, please contact Daniel Heroandez, Directvr of Patks, Recreation wd Facili6es at (805) 473-5474. ATTACHMENT3 BID OPENING LOG SHEET CITY OF ARROYO GRANDE BID OPENING July 25, 2002 Parks Division Vehicle BIDDER'S NAME. CITY Mullahey Ford Arroyo Grande Paso Robles Ford Paso Robies Jversen Motor Company Santa Maria TOTAL $26,789.62 $26,716.62 $27,390.00 ;� C��'�L�— Kelly etm re, Administrative Services DirectodDeputy City Clerk c: Parks, Recreation, & Facilities Director City Manager 8.1. T0: CITY COUNCIL MEMORANDUM FROM: ROB STRONG, COMMUNITY DEVELOPMENT DIFRECTOR�� SUBJECT: CONSIDERATION OF RESOLUTfON DESIGNATINLi THE °PAUIDtNG HISTORY HOUSE" AS A HISTOt�ICAL LANDMARK OF TMf GITY OF ARROYO GRANDE AND SUPPORT SOUTH COUNi"Y MHSTORICAL SOCIETY'S APPLICATION TO STATE AND NA7tOPb41. itt�CiiBTER OF HISTORIC PLACES DATE: AUGUST 13, 2002 RECOMMENDATION: It is recommended the City Council adopt the attached resolution designating the Paulding History House as a historical landmark of the City and supporting the South County Historical Society's application to State and National Register of Historic Places. FUNDING: No City funds are required as the Historical Society owns the property and is making the applications to the City, as well as to State and Federal agencies. DISCUSSION: The South County Historical Society has requested that the City of Arroyo Grande designate The Paulding History House, located at 551 Crown Hill, as a historical landmark of the City. According to Robert A. Brown and Jean Hubbard, member and director of the Paulding History House Restoration Group, the Historical Society also is applying to the State and National Register of Historic Places. A similar request was approved by City Council Resolution No. 2305 in April 1989 for the I.O.O.F./Odd Fellows Hall building located on Bridge Street. That building, soon to become a historical museum, dates back to Januery 1903. According to the Paulding History House brochure, the house at 551 Crown Hill was built in 1889 and acquired by Dr. Edwin Paulding and his wife Clara Edwards Paulding in 1891. He was one of the town's first resident doctors and she was one of the first schoolteachers and school trustees. Their daughter, Ruth Paulding was also a schoolteacher and donated the house to the Society in 1985. CITY COUNCIL DESIGN THE "PAULDING HISTORY HOUSE" AS A HISTORICAL LANDMARK OF THE CITY OF ARROYO GRANDE AUGUST 13, 2002 PAGE 2 The attached resolution will serve to designate The Paulding History House as an official City Historical Landmark and also support the Society's application for inclusion in the State and National Register of Historic Places. Designation of the property as a historical landmark would make i• destruction, relocation or alteration of its immediate surroundings significant impact, according to the California Environmental Quality 15064.5. The City would require preparation of an EIR and/or overriding consideration before such actions would be considered. ALTERNATIVES: The following alternatives are provided for the Council's consideration: :s demolition, a potentially Act, section statement of - Adopt the attached resolution to designate the Paulding History House as an official City Historical Landmark and also support the Society's application for inctusion in the State and National Register of Historic Places. - Do not support the designation of the Paulding History House as a City Historical Landmark or State and National Register. RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ARROYO GRANDE DESIGNATING THE PAULDING HISTORY HOUSE AT 551 CROWN HILL AS A HISTORICAL LANDMARK OF THE CITY OF ARROYO GRANDE WHEREAS, the Paulding History House, tocated at 551 Crown Hill was built in 1889 by John Morrison and sold to Dr. Edwin Paulding and his wife Clara Edwards Paulding in 1891; ancl WHEREAS, the house is an excellent example of "Victorian Farm House" design, popular in the late 1800's that has finro stories, gabled roof and generally symmetrical facades; and WHEREAS, Doctor Edwin Paulding was the town's first permanent medical doctor starting practice in 1883, and studied the cause and cure of headaches as an expert of that time; and WHEREAS, Clai Branch, Huasna school; and � � Edwards Paulding came to Arroyo Grande in 1883, was a teacher at and Santa Manuela schools and Principal of Arroyo Grande grammar WHEREAS, Ruth Paulding, their daughter was bom in Arroyo Grande, also taught schooi, and lived in the house located across the street from Paulding Middle School, named for her, and when she died in 1985 donated the house and its historical contents to the San Luis Obispo County Historical Society with the condition it always remain a historical museum; and WHEREAS, The South County Historical Society has taken over the responsibility of the Paulding History House and intends that it become part of a larger plan for the� City of Arroyo Grande and Historicai Society's "City-As-Museum" concept, also including: 1) The Heritage House History Museum located at 126 South Mason Street, which dispiays a collection of authenticated local antique pieces, photos, fumiture and clothing, and 2) The Santa Manuela one-room schooihouse, located on Short Street adjoining the historic "swinging (suspension) bridge", fumished with old desks, blackboards and wood-burning stove, and 3) The historic stone I.O.O.F. Odd Fellows Hall, located on Bridge Street and previously declared a City Historical Landmark; and WHEREAS, The Paulding History House on Crown Hill adjoins the Village area and provides an easily accessible and complimentary property for the public to enjoy and be educated by. RESOLUTION NO. PAGE 2 NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Arroyo Grande designates the Paulding History House as a Historical Landmark of the'City of Arroyo Grande; and BE IT FURTHER RESOLVED, that the City of Arroyo Grande also supports and recommends approval of the South County Historical Society's application to the State and National Register of Historic Places for the Paulding History House at 551 Crown Hill in Arroyo Grande, Califomia. On motion by Council Member by the following roll call vote, to wit: AYES: NOES: ABSENT: the foregoing Resolution was adopted this , seconded by Council Member day of 2002. , and RESOLUTION NO. PAGE 3 MICHAEL A. LADY, MAYOR ATTEST: KELLY WETMORE, ADMINISTRATIVE SERVICES DIRECTOR/ DEPUTY CITY CLERK APPROVED AS TO CONTENT: STEVEN ADAMS, CITY MANAGER APPROVED AS TO FORM: TIMOTHY J. CARMEL, CITY ATTORNEY 8�. TO: CITY COUNCIL MEMORANDUM FROM: DON SPAGNOLO, DIRECTOR OF PUBLIC WORKS/CITY EN(31NEER � SUBJECT: CONSIDERATfON OF AN IRREVOCABLE DIRECTIVE QF DRAW PROCEDURES AGREEMENT FOR THE RANCHO GRA�IDE p/1R1( PROJECT DATE: AUGUST 13, 2002 RECOMMENDATION: It is recommended the Council authorize the Mayor to execute an irrevocable Directive of Draw Procedures agreement as requested by Herrera Engineering for the Rancho Grande Park Project. FUNDING: Execution of the directive does not affect the contract amount for the Rancho Grande Park Project nor the existing funding. DISCUSSION: Council awarded a contract to Herrera Engineering on July 23, 2002 to construct the Rancho Grande Park project. A Notice of Contract Award to Herrara Engineering on July 29, 2002 transmitted the contract documents for processing. Herrera Engineering prepared their submittal of contract documents and bonding for their pertormance bond and labor and materials bond. However, due to tt� amount of the contract, the bonding company has required Herrera Engineering to forward all progress payments to their third party consultant, Construction Funds Corrtrol Services, Inc. (CFCS), for deposit into a fund administration account. CFCS requires Herrera Engineering to execute a Funds Administration Agreement (See Exhibit 1) which requires the signature of the project owner on Attachment "A" (See Exhibit 2). At the request of the City, Herrera Engineering forvvarded a letter on July 30, 2002 formally requesting the City to sign the Attachment °A" and indemnifying the City for all associated liability arising from processing this document (See Exhibit 3). CITY COUNCIL RANCHO GRANDE PARK IRREVOCABLE DIRECTIVE OF DRAW pROCEDURE3 AUGUST 13, 2002 PAGE 2 The agreement benefits both the contractor and the City by ensuring that all disbursed funds are paid to the appropriate entities in a timely manner (i.e. — ali subcontractors and material suppliers). The City is under no obligatio� to sign the aqreement and may direct Herrera Engineering to seek altemate bonding sources. This rnay, however, result in Herrera Engineering being unable to pertorm the contract, which would require the City to award the contract to the second lowest responsive bidder. ALTERNATIVES: The following altematives are provided for the Council's consideration: • Authorize the Mayor to sign the agreement; • Direct staff to inform Herrera Engineering to seek altemate bonding sources. Attachments: 1. Construction Funds Control Services, Inc. Funds Administration Agreement 2. Construction Funds Control Services Irrevocable Directive of Draw Procedures — Attachment "A" 3. Letter — 7/30/02, Herrera Engineering to City Exhibit 1 CFCS CONSTRUCTION FUNDS CONTROL SERVICES, INC. FUNDS ADMINSTRATION AGREEMENT Project Number 30009 Between Herrera Engineering (hereinafter "Contractor") and Construction Funds Control Services Inc. (hereinafter"CFCS"). 1.0.0 Contractor and City of Arroyo Grande, California entered into a contract (the "ContracY') for construction work described as: Clearing, Grubbing, Demo & Earthwork, installation of trrigation, Lighting, AC, Concrete, etc. at the Rancho Grande Park, City of Arroyo Grande, California 1.1.0 The contract price is: $1,082,345.00 2.0.0 The Pro�ect must be constructed in accordance with the Contract Documents including any and all plans, specifications and other documents incorporated into or required by the contract (collectively "Contract Documents°). 2.1.0. As required by the contract, Contractor, as Principal, has, or will, execute payment and performance bonds ("Surety Bonds") provided by Financial Pacific Insurance Company ("Surety"). 2.1.1. If Contractor has not paid for the bond premium provided by said Surety prior to execution of the Funds Administration Aareement, CFCS shall issue payment of bond premium to Surety from the first contract proceeds. 3.0.0 Contractor represents warrants and certifies that it is a properly licensed contractor and has obtained and possesses all licenses and permits necessary for or required in connection with all aspects of the Project work. 4.0.0 Contractor desires that CFCS receive and disburse all funds paid by Owner to Contractor for or on account of Project under the Contract, including all progress payments, retainage, bonuses, change orders, claims, equitable or other adjustments, or any other sums payable in connection with the Project ("Contract Funds"). 4.1.0 Contractor hereby specifically requests that CFCS provide the services contemplated in the Funds Administration Agreement ("Agreement"), and acknowledges that Contractor will receive benefit there from and that CFCS, by virtue ot its performance of the Funds Administration Agreement, shall in no way be construed to interfere with Contractor's business. Any agreement, written or oral, which Contractor may enter into in connection with the Contract, the Project or Contractor's performance of the work contemplated by the Contract documents the Funds Administrator is not acting in any way to exercise dominion andlor control of Contractor and Contractor's operations. 4.2.0. Contractor acknowledges and agrees that it is receiving valuable consideration, sufficient in every respect, to render this Agreement fully enforceable and full effectuate its terms and conditions, which consideration, may include, but is not limited to, the Contractor obtaining Surety Bonds and or the Contractor's fulfillment of any conditions precedent to its performance under the Contract. 5.0.0. Funds Administration Accou�t 5.1.0. Contractor agrees and acknowledges that CFCS will provide a commercial checking account through an insured financial institution. ("CFCS AccounY') styled in the form CFCS, Inc. 5.1.1. Contractor agrees to direct the Owner to forward all payments due under the Contract directly to CFCS for deposit into the Funds Administration Account. The form of such direction to Owner shall be the Irrevocable Directive of Draw Proceeds, Attachment A to this agreement. � 5.1.2 Contract funds from owner to contractor, will be electronically transferred to the financial institution and account number named in aAicle 5.1.0 with notification of the details(date of transfer, bank name , routing number, account number, $ amount, and CFCS project number, and draw number) of the transfer via email or fax as follows: Email: service@cfcsinc.com FAX: 925-370-6690 2 If etectronic funds transfer is. not available the check will be prepared per attachment "A", Irrevocable Directive of Draws Proceeds. � CFCS is expressly authorized to assist Contractor in initiating and implementing Section 5.1.1. and 5.1.2. 5.1.3 CFCS will be the sole authorized signatory on the Funds Administration Account. 5.1,4 Contractor shall not execute any assignment, pledge. accounts receivable sale agreement or otherwise convey any security interest in or to the Contract Funds, accounts receivable and/or the Funds Administration Account deposits. 5.1.5 Other than items provided by CFCS to Contractor, Contractor shall not negotiate any items against or transfer oui of the Funds Administration Account. 5.1.6 The Contractor agrees that CFCS shall not be liable for any loss of the Contract Funds occasioned by arising out of or in any way connected to the selection of the financial institution in which Contract Funds are to be deposited and distributed. Further, Contractor agrees that CFCS shall pay no interest on the Contract Funds and assumes no responsibility for the earning of any income.thereon. Additionally, Contractor agrees that CFCS assumes no responsibility in the event of any failure of financial institution to honor any item drawn on the CFCS Account or to reaccredit the funded Administration Account with any funds drawn improperly on said Account (whether by forged endorsement or the failure of said financial institutiort to exercise commercially reasonable practices in connection with debiting any amount against the Contract Funds). Contractor hereby acknowledges that CFCS shall assume no responsibility, nor is CFCS liable or obligated towards the Contractor, in connection with said financial institution's actions, or inactions, regarding the Funds Administration Account. However, CFCS shall assist the Contractor, tender and/or Surety in legal pursuits of said financial institution if necessary to protect Contract funds. 6.0.0 Disbursement of Funds 3 6.1.0 Contractor authorizes and instructs CFCS to hold all Contract Funds. Contractor shall provide CFCS an itemized statement ("Project Cost Breakdown"), in form and content acceptable to CFCS, �aming all subcontractors, supplieas, equipment rental providers, or others employed by Contractor as independent contractors, in connection with the Project and/or Contract, providing the contract price of each such party, a statement of Contractor's anticipated overhead and profit, and any other information reasonably required by CFCS in connection with the Agreement. Further, Contractor instructs CFCS to withhold any billings in excess of costs (including overhead and profit) in the Funds Administration Account and to apply such excess cost in excess billings at future draw periods. Contractor authorizes CFCS to disburse Contract Funds as follows: 6.1.1 Upon the presentalion of fully and properly executed Draw Request form by contractor requesting payment to and made payable to the subcontractors and suppliers who are entitled to paymeni for labor, materials and/or equipment furnished to, reasonably consumed in connection with, or i�corporated into Project, pursuant to the Contract 6.1.1a Draw Request form shall list the total amount due each such subcontractor or supplier. 6:1.1b Each Draw Request form shall list the amount to be deducted from each line item category on the Contractor's Project Cost Breakdown initially submitted to CFCS. 6.1.1c Each Draw Request form shall be accompanied by one co�v of invoices, delivery receipts and tickets, or similar supporting documentation as may be requested by the Funds Administrator. (No payment will be made from statements). 6.t.1d Each Draw Request form shall be accompanied by properly executed mechanic's and material lien waivers foc previous payments, if any, such waivers to include the total amount of the contract, or purchase order, the specific labor, materials or equipment for which payment is requested, and other information that may be requested by CFCS. � �6.1.2 No payments for labor, materials, equipment or services will be authorized in excess of Project Cost Breakdown witFiout prio[ consent of Funds Administrator and owner. 6.1.3 No payments for labor, materials, equipment Ar services will be authorized until labor and/or materials have been incorporated into the project. However, materials properly stored in accordance with contract may be considered to be proper submittals for payment at cost. 6.1.4 The Contractor's overhead and profit, as defined in Section 6.5.0, will be reduced to cover all costs in excess of those itemized by Contractor, unless the original Project Cost Breakdown is revised as the result of Change Orders or other appropriate adjustments in the Project Cost Breakdown, the appropriateness of which adjustments shall be determined at the sole discretion of CFCS. 6.1.5 Draw Requests shall be submitted one time per month. However, at the option of CFCS, additional processing may be allowed. 6.1.6 Timing of Payments: CFCS shall process Disbursements after site inspection has been performed withFn 3-5" working days from receipt of both properly submitted documentation and receipt of contract funds and such funds are determined by the financial institution to be good funds. Note: 'In circumstances relating to CFCS observation of standard holidays, processing could extend to a maximum of seven (7) working days. 6.2.0. Subcontractors and suppliers eligible for payment under this Section include: 6.2.1.Subcontractors, including employee leasing companies, performing work required by the Contract, including any plans, specifications, and/or generai conditions of the Contract; 6.2.2. Suppliers furnishing materials, services, or equipment to be incorporated into, or necessary to complete the work required by the Contract, including any plans, specifications, and/or general conditions of the Contract. 5 6.2.2a Equipment includes the rental of equipment necessary to complete the project and/or equipment incorporated into the project. Note: Eauioment does not include caoital exoenditures caoital reoairs. other than normal maintenance and reoair due to normal wear and tear or the ourchase of construction eauioment bv the Contractor 6.2.3. Payments not included in Section 6.0.0 and its subparts, are prohibited without the written consent of Surety andlor CFCS. 6.3.0. CFCS shall release funds directly to the Contractor in reimbursement of prepaid materials, equipment rental, subcontracted work drawings, plans, and miscellaneous minor expenses used for the subjected project. Release of funds for those items as specified in Sections 6.2.1, 6.2.2 and 6.2.2a, is contingent upon presentation of executed Draw Request for each such payment meeting the requirements of Sections 6.1.1a through 6.1.1d. 6.4.0. Labor eligible for reimbursement under this section shall include only direct labor employed at the job site required to complete the Project including reasonable job site supervision. Note: Any request by Contractor (or reimbursement on prepaid labor shall include a certified payroll report or other form of payroll report re%rencing the specific project. 6.5.0. Corporate officers' payroll or contractor general, administrative or overhead labor, materials, supplies or services shall be compensated with a monthly draw from the budgeted overhead and profit. Contractor shall be paid a total of enter $ amount (estimated overhead and profit) in proportion of percent completion evidenced by approved requisition from Owner, less cost overruns, if any, as noted in Section 6.1.4 and as proceeds are available in the Account. 6.5.1 CFCS may withhold disbursements to the Contractor under this Section untii such time that all documents reasonably required by this Agreement have been furnished to CFCS. 6.6.0. CFCS shall reserve funds squivalent to the amount of liens or documented and potentially supportable claims, plus a reasonable sum (not io exceed 25% of the lien or claim) for potential legal C� costs and attorney's fees relating to the lie� or claim, for which CFCS is aware in connection with the Contract. 6.6.1. Surety must execute a written consent to release funds from such reserves before any reserve funds may be released to the Contractor. 6.6.2. SettlemenCconferences regarding any reserved funds may be considered additionai services as set forth in Section 11.0.0 and its subparts. 6.7.0. In the event of any of the following occurs: • Contractor is in default of its obligations under this Agreement; • Contractor is in default under any other agreement between Contractor and Owner; • Contractor abandons the Contract; • CFCS received conflicting demands with respect to the Contract funds; All funds then on deposit, or thereafter deposited, in the Funds Administration Account pursuant4o this Agreement, shall be di5bursed only with the written consent of Surety. Upon receipt of written demand from Surety following a default of the principal as defined in this Section, or Section 9.0.0 of this Agreement, Contractor consents to, and directs CFCS to release all contract funds held under this Agreement to Surety. 6J.1. In the event of any of the situations mentioned in Section 6.8.0 occur, CFCS may continue to perform funds administration services on the project for the contractor without being considered to be in a conflict of inferest. 6.8.0. Upon compietion of the Project, evidenced by an Owner's letter of acceptance, final lien releases and other required closing documents, including written consent from Surety, Funds Administrator shail release to Contractor all funds remaining in the Funds Administ�ation Account, including the opening deposit. 7.0.0 Contractor's Res�onsibilities 7.1.0 Contracior will provide to CFC3 copies of all Contract Documents including a copy of Contract between Contractor and General, Original Bid, Schedule of Values, subcontract agreements, cost analysis breakdown of materials and labor, lisi of suppliers • includi�g address and phone numbers and other Contract Documents required prior to processing if requested. 7.2.0 Contractor will provide CFCS a copy of all (undisputed or disputed); change Requests, Off Set Type Claims; Change Orders, Unilateral Work Directives, or the like. Further, Subcontractor will notify CFCS of any change in said contract amounts or costs in the afdrementioned Project cost Breakdown. 7.3.0 Contractor will provide any and all documentation reasonable necessary to facilitate this agreement. Such documentation shall include but be limited to any and all lien notices, statutory notices, stop notices, demands, etc. Additionally, contractor shall immediately notify CFCS of any disputes or disagreements with Owner, Contractors, vendor, architects, engineers or any other party relating to the project. 7.4.0 Contractor is solely responsible for all taxes and all related reporting including but not limited to payroll, income, sales, 1099 reporting, and/or any and all other similar requirements, whether federal, state, local, union or other entity. 8.0.0. Funds Administrator's Resoonsibilities 8.1.0 Funds Administrator will perform the duties set forth in this Agreement, conditioned on the following: CFCS disbursement o(funds upon the signed Draw Request order o( the Contractor, or its representative, shall be absolutely considered to be the exercise of due cure. 8.2.0 CFCS will maintain at its place of business, adequate records of Contract Funds received and disbursed, appropriate releases from Contractors, material suppliers, and laborers in connection with the contract and will permit inspection of these records at any reasonable time by contractor or Surety, or the authorized representative of either. 8.3.0 CFCS is expressly authorized to disburse funds to itself for payment of its fee for services in accordance with Section 11.0.0 below, or its subparts. 8.4.0 In the event of a default by the contractor, or if the potential for a default appears imminent, CFCS is directed to notify Surety. 0 8.5.0 CFCS is authorized to provide Surety with copies of monthly disbursement reports, and/or other information, if such is requested. Note: This authorization does not create third party obligations, indemnitor relationships, or fiduciary duties between CFCS, Surety and/or any other third party. 8.6.0 CFCS is NOT responsible for anx taxes or,a�n � related reporting, including, but not limited to, payroll, income, sales, 1099 reporting, and/or any and all other similar requirements, whether federal, state, local, union or other entity. 9.0.0 Defauit 9.1.0 A default shall be deemed to have been occurred under this Agreement in the event any of the following occurs: 9.1.1 Failure of Contractor to perform any material obligation required to be performed pursuant to the Contract, Surety Bonds, or any other agreement made between Surety and Contractor, which CFCS has been furnished, or under this Agreement; 9.1.2 Contractor's making of any untrue or misleading statement to CFCS as to any material fact for the purpose of causing CFCS to disburse Contract Funds or to take other action or to omit to take any action hereunder; 9.1.3 Failure of Contractor to use and apply Contract Funds as described in 4.0.0, for the purpose for which Contract Funds were paid, within a reasonable time: 9.1.4 Removal or diversion to any other use of materials furnished, �. delivered to, designated for or obtained for use in Project by Contractor. 9.1.5 Filing of a petition by contractor, or by contractor's creditors against Contractor, for bankruptcy reorganization, or other relief under the United States Bankruptcy Code, Contractor's making of an assignment for benefit of creditors, the appointment of a receiver for the Contractor or Contractor's property, or the insolvency of the Contractor, 9.1.6 Transfer, assignment, sale, etc. by Contractor of the Contract, or-of this Agreement, or of any rights, benefits or monies received or payable (including receivable invoices) hereunder, excepl to Fs7 persons entitled having directly furnished labor, materials, or services required in the completion of the Project; 9.1.7 Precompletion termination whether by mutual agreement or unilateral actions by either Contractor or Owner. 9.1.8 If Contractor is an individual; If Contractor dies or becomes incapacitated for any reason, thereby preventing Contractor from performing Contractor's obligations under this Agreement, or if contractor become a fugitive from justice or for any reason disappears and cannot be found at the address appearing below, or at a subsequently supplied address. 10.0.0 CFCS Com�ensation 10.1.0 For its customarv services performed or to be pertormed pursuant to this Agreement, CFCS shall be entitled to receive a fee of 0.8 %(eight tenths of one per cent) of the bond amount, but no less than 0.8 %(eight tenths of one per cent) of the total contract value referenced in section 1.0.0 of this agreement. 10.1.1 This fee shall be payable in full to CFCS as part of the first draw request. 10.1.2 If the cost of the construction, including the cost of all change orders, deviations and extras, exceeds the sum in section 1.1.0 of this contact, CFCS shall be entitled to receive an additional tee of 1%(one per cent) of this excess. 10.1.3 If for any reason CFCS services, either partially or fully, are not utilized after execution of this agreement the total f�e will be invoiced net 10 with a minimum fee of $2000.00. 11.0.0. Additional Services If CFCS is required to perform services other than those defined in Section 4.0.0 its subparts and /urther described in Section 6.0.0 and its subparts, Contractor shall pay CFCS a reasonable sum for these services and further shall reirnburse CFCS for expenses relating to these allditional services at cost. 11.1.0 If at any time, after execution of this Agreement, Contractor receives, or received Coniract Funds direcdy from the Owner and does not forwaCd such Contract Funds as agreed in 'irrevocable di�ective of draw proceeds ("Attachment A"), Contractor shall pay 10 CFCS $150.00 per hour for such additional accounting services which necessitates CFCS to perform accounting services outside its customary services including, but not limited to, assisting Contractor in performing Contractor's responsibilities under this Agreement and Section 6.0.0 and specifcally Section 6.1.1 and its subparts. 11.2.0 If Contractor has received Contract Funds directly from Owner/General Contractor prior to execution of this agreement and Contractor does not forward the necessary backup data needed to support such disbursement in a reasonable time and in an orderly fashion, and CFCS is required to perform accounting services outside its customary services to assist Contractor in performing Contractor's responsibilities under this Agreement and Section 6.0.0 and specifically Section 6.1.1 and its subparts, Contractor shall pay CFCS $150.00 per hour. 11.3.0 If CFCS is required to perform consultinq services outside its customary services, includina but not limited to claims analv ic attending settlement conferences with Owner. Contractors, suppliers, the IRS, other vendors, etc, Contractor shall pay CFCS rts normal consulting rates for these additional services; Further, Contractor shall reimburse CFCS for any expenses relating to these additional services such as travel or report production expenses at cost. Prior to performing such consulting work if any, CFCS shatl provide Contractor written notification. 11.4.0 Contractor shall reimburse CFCS for miscellaneous expenses directly related to processing Contractor's account at cost, such as long distance phone charges, delivery charges, wire transmissions, etc. CFCS shall provide Contractor written notification of any and all such miscellaneous charges upon request. 12.0.0. Nothing in this AGREEMENT is intended to create a third party beneficiary. 13.0.0. The AGREEMENT shall bind and inure to the benefit of the heirs, executors, administrators and successors in interes( of the parties of the Agreement. 14.0.0. The unenforceability of any provision of this Agreement shall not affect the validity or enforceability of any other provision hereof. This Agreement shall be inierpreted in accordance with and be governed by the laws of the State of Califomia. 11 15.0.0 The statements contained herein are considered to be contractual in nature and not mere recitations of fact. This Agreement represents the entire integrated agreement between the parties hereto, and may not be modified in any way, except in writing executed by all parties hereto. 16.0.0 This Agreement has been jointly drafted by the parties hereto, each party has been afforded an opportunity to consult with counsel, enters into this Agreement voluntarily, and any ambiguity herein shall not be construed more strictly against one party than against the other. 17.0.0 This Agreement may be executed in multiple original counterparts, each of which original counterpart shall be of equal dignity._ The parties to the Agreement have executed it on the day written below. Construction Func)s Control Services Herrera Engineering � � Name: Name: Title: Title: Date:__. _ _ ---- — --- . Date: _ Approved as to Form (Surety) Financial Pacific Insurance Company � Name: Date: 12 Exhibit 2 Attachment A CONSTRUCTION FUNDS CONTROL SERVICES, INC. IRREVOCABIE DIRECTIVE OF DRAW PROC DURES Herrera Engineering ("Contractor") and Construction Funds Control Services, Inc. ("CFCS) ("The Funds Control Agent") have e�tered into a Disbursement Agreement relative to Rancho Grande Park improvements, City of Arroyo Grande. The Funds Control Agent is in no way a party to the contract between the Obilgee and the contractor. Under the terms of the Disbursement Agreement between the contractor and CFCS the funds control agent, the Contractor agrees to direct the Owner to forwar all payments due under the Contract directly to CFCS for deposit into the Funds Administration Account. The Contractor hereby requests, and by signing this Agreement, Owner hereby agrees, that all payments due the Contractor in connection with said project shall be made payabie to the Contractor and forwarded to CFCS, the Funds Control Agent as Follows: The Conlract funds trom owner to contractor, will be electronically transferred to the tinancial institution and account number named here in with notffication of the details(date of transfer, bank name , routing number, account number, $ amount, and CFCS project number, and draw number) of the transfer via email or fax as follows: EmaIC service@cFCSinacom FAX: 925-370-6690 Or a check made payable as: Construclion Funds Cantrol Services Truslee for: Herrera Engineering 1330 Arnald Drive Suite 242 Martinez, Ca. 94553 This certification is irrevocable by the Owner and can only be changed by written consent of the surety company and /or bank which has issued a bond(s) and or a working capital loan contingent upon this agreement. Herrera Engineering City of Arroyo Grande Contractor Owner/ Obligee Signature _ Signature__________ Name: ._ _ _ _ . Name: Title:_ __ Title: . _ _ ---------- Date:__ _ Date: 13 JUL-30=2002 TUE 09:05 AM HERRERA ENGINEERING FAX N0, 805 347 7361 Exhibit 3 Herrera Engineering GradinE & Engineerin Contractor zoo e. F�ars,. i�to3'�' i�•"ma'F��.9."�"'a Phone (806) 347-7�87 � Far (806) 0q-73811 Liamte No, 707019 A P, O1 July 30, 2002 City of Arroyo grande 208 E. Brench Sheet Arroyo Grazida, CA. 93421 (805)473-5440 Attentioa: Michael Lynn Subjech Yrrevocable DirecGve of Draw Procedures RE: Rancho Crrande Pazk Project Gentlemen, In responsc to your letter via e-mail dated luty 29, 2002. Please be advised that �Ierrera 8ngineering agrees to indemnify, defend and hold ham�less the City Of Arroyo (3raade and its officers, officials, employecs and agents from and against any and all liability, loss, dsmoge, expense, cost (including without limitation cost and fecs of litigation) oP every uat+�e azisia� out of or in connection with the Constrtiction Funds Conh�ol Services Inc., lrrevocable directive Of Draw Procedures (attached to tlris letter), except such a loss or dataage which was cavaed by the proven sole ne�ligenCe or proven willful misconduct of the City Of Arroyp Ctnnde. Please execute with thc signing of the Irrevocable Draw of Pmcedures as saon as possible, titne is of the cssenc�, Sincerely� � omiltoso Henera Engineering Attacluncnts: n/a CC: S.k. TO: CITY COUNCIL MEMORANDUM FROM: DON SPAGNOLO, DIRECTOR OF PUBLIC WORKS/CITY ENGINEER � SUBJECT: CONSIDERATION TO AUTHORIZE AN APPROPRIATION OF 515,000 FOR PAVING OF A PORTION OF NOYES ROAD DATE: AUGUST 13, 2002 RECOMMENDATION: It is recommended the Council authorize an appropriation of $15,000 from the Construction Tax Fund for paving of a portion of Noyes Road. FUNDING: Construction Tax Funds in the amount of $15,000 for paving a portion of Noyes Road will be transferred from The Pike Rehabilitation project. State Transportation Improvement Program (STIP) funds will replace Construction Tax funds originally allocated for The Pike project. Therefore this has no impact on the Construction Tax Fund balance. DISCUSSION: The County of San Luis Obispo is in the process of paving various roads throughout the County as part of their Annual Paving Program, including Noyes Road from Ormande Road to the Pismo Beach City limits. A portion of this sectian of Noyes Road lies within the City of Arroyo Grande. This section is located near the intersection of Noyes Road and Oak Park Boulevard and is approximately 930 feet long as shown in the attached exhibit. To provide a smooth continuous asphalt overiay, the County is requesting that the City participate in the project by funding the portion of the work within the City limits. The estimated cost to perform this work is $15,000. Funds are available in the Construction Tax Fund. State Transportation Improvement Program funds have replaced the Construction Tax Funds for The Pike Rehabilitation project making them available for other projects. Paving is scheduled on Noyes Road during the week of August 19, 2002. The County has proposed to charge the City only the cost of materials. Therefore, it presents an opportunity to complete the work at a lower cost than if the City were to contract for it ourselves. CITY COUNCIL CONSIDERATION TO AUTHORIZE AN APPROPRIATION OF S15,000 FOR PAVINti OF A PORTION OF OAK PARK BOULEVARD AUGUST 13, 2002 PAGE 2 ALTERNATIVES: The following altematives are provided for the Council's consideration: - Apprave stafPs recommendation; - Do not approve staff's recommendation; - Modify as appropriate and approve staff's recommendation; or - Provide direction to staff. Attachment: Exhibit - Noyes Road Paving , � � " �� x� n" C e = � � 'L ' 'R � 6 � d \ i D'�o\ � ,+ �°e4� o o �Q o°_ e v ��e �� ° ��D�d v a � QO�� s �� . �. � ,o . r �v �� Q� � �� H�`d38 OWSId �O Jlll� OdSl80 Slfll N`dS �O Jl1Nf10� w Q U � O � � a � V Z � Q � � a 0 � � � � Z 9.a. CITY OF ARROYO'GRANDE CITY COUNCIL NOTICE OF PUBLIC HEARING AND CATEGORICAL EXEMPTION NOTICE IS HEREBY GIVEN that the City Council of the City of Arroyo Grande will hold a Public liearing on the following item: CASE NO. Planned Sign Program 02-002 APPLICANT: Signtech LOCATION: Five Cities Center ENVIRONMENTAL DETERMINATION: Categorical Exemption per CEQA Guidelines REPRESENTATIVE: Steve Havens, Signtech The applicant is proposing to amend the existing Planned Sign Program for the Five Cities Center regarding signage for buildings "L" and "M". Any person affected or concerned by this application may submit written comments to the Community Development Department before the City Council hearing, or appear and be heard in support of or opposition to the project at the time of hearing. Any person. interested in. the proposal can contact the Community Development Department at 214 E. Branch Street, Arroyo Grande, Califomia, during normal business hours (8:00 a.m. to 5:00 p.m.). The project application will be available for public inspection at the above address. if you challenge an item in court, you may be limited to raising those issues you or someone else raised at the Public Hearing described in this notice, or in written correspondence delivered to the City Council at, or prior to, the Public Hearing. Failure of any person to receive the notice shall not constitute grounds for any court to invalidate the action of the legislative body for which the notice was given. Date and Time of Hearing: Tuesday, August 13, 2002 at 7:00 pm Place of Hearing: Arroyo Grande City Council Chambers 215 E. Branch Street Arroyo Grande, California 93420 � , ��_ Kelly W ore Director of Administrative Services/Deputy City Clerk Publish 1 time on Friday, August 3, 2002 MEMORANDUM TO: CITY COUNCIL FROM: ROB STRONG, COMMUNITY DEVELOPMENT DIRECTOR BY: RYAN FOSTER, PLANNING INTERN� SUBJECT: PLANNED SIGN PROGRAM 02-002; FIVE CITIES CENTER; BUILDINGS "L" & °IVI" DATE: AUGUST 13, 2002 RECOMMENDATION: The Planning Commission recommends that the City Council adopt the attached Resolution approving Planned Sign Program 02-002. FUNDING: No fiscal impact. DISCUSSION: This project consists of signage for two (2) new buildings in the Five Cities Center. Building °L" is an office, A.G. Edwards & Sons, Inc; building "M° is a restaurant, Vigneto Ristorante Bar. The applicant is requesting an amendment to the existing Planned Sign Program (PSP) for the Five Cities Center, which was approved by City Council Resolution No. 3337 on November 10, 1998. Five Cities Center Planned Sian Proaram The approved PSP allows each building one sign per frontage. "Frontage" is defined as "building front or side, which directly abuts a public street or parking area, or as may be specifically approved by the Planning Commission or City Council, as applicable. Building frontage does not include the rear of buildings, wall planes separated from parking areas by landscaped areas greater than 15 teet in width, or areas as may be specifically excluded by the Planning Commission or City Council, as applicable." The PSP specified approved frontages for all buildings in the Five Cities Center (Attachment 1). Buildina "L" The applicant is requesting approval for two (2) signs, one to be placed on the elevation facing the parking lot ("A" on Attachment 1) and the other to be placed on the elevation facing the access road ("B" on Attachment 1); however, the PSP only specifies elevation "A" as an approved frontage, necessitating an amendment CITY COUNCIL PSP 02-002 AUGUST 13, 2002 PAGE 2 to the Planned Sign Program to allow the additional sign. Elevation "B" could be interpreted as frontage according to the definition above. The proposed signs consist of internally illuminated channel letters with white faces, black returns and gold trim (Attachment 2►. The sizes of the proposed signs conform to the standards set forth in the existing PSP as follows: Max. Letter Max. sq, ft. Max. Length Max. Number Mex. Amount Size er si n of Wall Si ns of Si n 2 ft. with 20% 70 sq. ft. 70% of 1 per frontage 1.5 sq. ft./1 exception for building linear ft. of drops/ Both signs "A" frontage or Elevation `A" frontage caps &"B" are 36 wall plane, is an app�oved sq. ft. centered frontage Both Signs "A' Maximum above according to &"B" are 36 height fo� both entrance the PSP, ihe sq. ft; signs °A' & applicant is frontages °B" is 21 " Both signs °A" requesting that wou/d a/!ow up & u8" measu�e e%vation "B" to 126 sq. ft. 20'-6" long; be conside�ed and 82 sq. ft, e%vation °A" as a frontage respectively consists of 84' a/so of frontage, e%vation NB" consists of 55' of froniage; this would allow 58' and 38' long signs, respectively Buildina "M" The applicant is requesting approval for three (3) signs, one to be placed on the elevation facing the parking lot ("C" on Attachment 11, one to be qlaced on the elevation overlooking West Branch Street ("D" on Attachment 1) and the other to be placed on the elevation facing Rancho Parkway ("E" on Attachment 11; however, the PSP only specifies the elevation °C" as an approved frontage, necessitating an amendment to the Planned Sign Program to allow the other two signs. Elevation "D" overlooks West Branch Street and is visible from Highway 101, and could be interpreted as frontage according to the definition above. Elevation "E" faces Rancho Parkway; however, this side is considered to be the rear of the building, and is excluded from being considered as frontage per the definition CITY COUNCIL PSP 02-002 AUGUST 13, 2002 PAGE 3 above. The applicant is requesting that special consideration be given to this situation as this building is to be used as a restaurant, and the rear of the building is to be used for outdoor seating. This elevation is also highly visible from southbound Highway 101 and signage here would help attract passing patrons. Two of the proposed signs consist of internally illuminated channel letters speliing "Vigneto" and an internally illuminated logo box with the words °Ristorante" and "Bar" ("D" &"E"). The other sign is proposed to consist of hammered copper letters spelling "Vigneto" and the words "Ristorante" and "Bar" painted onto the stucco surface of the building ("C"►. This sign is proposed to be illumineted by flood lighting (Attachment 3). The sizes of the proposed signs conform to the standards set forth in the existing PSP as follows: Max. Letter Max. sq. ft. Max. Length Max. Number Max. Amount Size per si n of Wall Si ns of Si 2 ft. with 20% 70 sq. ft. 70% of 1 per frontage 1.5 sq. ft./1 exception for building linear ft. of drops/ Sign `C" is 29 frontage or E/evation "C' frontage caps sq. ft, signs wall plane, is an approved "D" & uE" are centered fiontage Sign "C" is 29 Maximum 40 sq. ft. above according to sq. ft., signs height for sign entrance the PSP; the °D" &"E" are "C" is 24° applicant is 40 sq. ft.; maximum Sign °C" �equesting that froniages height for measuies 12' e%vations °D" wou/d allow up signs °D" & long, e%vation &"E" be to 150 sq. ft, °E" is shown "C" consists considered as 114 sq. ft. and as 32", this of f00' of a frontage also 146 sq. fL, will be frontage; signs respective/y changed to no "D" & "E" more than measu�e 14' 28.8" high to /ong, e%vation con{orm with uD" measu�es the PSP (C of 76' long, A #61 e%vation `E' measures 97' long; this wou/d allow 70 ; 53' and 68' Jong signs; respectively Architectural Review Committee The Architectural Review Committee considered this project at its meeting on July CITY COUNCIL PSP 02-002 AUGUST 13, 2002 PAGE 4 1, 2002. The ARC found the signs to be consistent with the existing Planned Sign Program and that the requested placement of all signs was consistent with the PSP definition of frontage; because it is a restaurant, building "M" is especially dependent on the visibility of its signage, and visibility from Highway 101 is critical. Plannina Commission The Planning Commission considered this item at its meeting of July t6, 2002. The Commission adopted Resolution No. 02-1843, recommending that City Council approve PSP 02-002. ENVIRONMENTAL ASSESSMENT: Staff has reviewed this project in compliance with the California Environmental Quality Act, and has found that the project is exempt per section 15311(a) of the CEQA Guidelines. Therefore, staff does not anticipate that this project will have an adverse effect on the environment. ALTERNATIVES: The following alternatives are presented for Couneil's consideration: - Adopt the attached Resolution, approving PSP 02-002; - Modify and adopt the attached Resolution, approving PSP 02-002; - Deny approval of PSP 02-002 and direct staff to prepare an appropriate Resolution Attachments: 1) Location Map 2) Sign plans for building "L" 3) Sign plans for building "M" 4) Draft Planning Commission meeting minutes of July 16, 2002 RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ARROYO GRANDE APPROVING PLANNED SIGN PROGRAM CA�E NO. 02-002; APPLIED FOR BY SIGNTECH, FOR BUILDINGS "L" and °M"., LOCATED IN THE FIVE CITIES CENTER WHERAS, Signtech has applied for a Planned Sign Program to amend the existing Planned Sign Program for the Five Cities Center and allow two (2) wali signs for building °L" and three (3) wall signs for building "M"; and WHEREAS, on July 16, 2002, the Planning Commission of the City of Arroyo Grande held a duly noticed public hearing to consider Planned Sign Program Case No. 02- 002; and WHEREAS, after due study, the Planning Commission recommended that the City Council approve Pianned Sign Program Case No. 02-002; and WHEREAS, on August 13, 2002, the City Council of the City of Arroyo Grande held a duly noticed public hearing to consider Planned Sign Program Case No. 02-002 in accordance with City Code; and WHEREAS, the City Council reviewed and considered the information and public testimony presented at the public hearing, the staff report and other information that is part of the public record; and WHEREAS, the City Council found, after due study, deliberation and public hearing, the following circumstances exist: 1. The proposed signs are consistent with the goals, objectives, policies and programs of the Arroyo Grande General Plan. 2. The proposed signs conform to applicable development standards and provisions of the Development Code, and will not be detrimental to the public health, safety or welfare. 3. The physical location or placement of the signs are compatible with the surrounding neighborhood and do not pose a safety risk. NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Arroyo Grande hereby approves Planned Sign Program Case No. 02-002, with the above findings and subject to the conditions as set forth in Exhibit "A", attached hereto and incorporated herein by this reference. RESOLUTION NO. � ` Page 2 of 4 On motion by Council Member , seconded by Council Member and by the following roll call vote, to wit: AYES: NOES: ABSENT: the foregoing Resolution was adopted this day of _ 2002. RESOLUTION NO. Page 3 of 4 EXHIBIT "A" CONDITIONS OF APPROVAL PLANNED SIGN PROGRAM CASE NO. 02-002 Buiidings "L" and "M" Five Cities Center GENERAL CONDITIONS COMMUNITY DEVELOPMENT DEPARTMENT This approval authorizes the placement of two (2) wail signs on building "L" and three (3) wall signs on building °M", located in the Five Cities Center. 1. The applicant shall ascertain and comply with all Federal, State, County and City requirements as are applicable to this project. 2. The applicant shall comply with all conditions of approval for Planned Sign Program Case No. 02-002. 3. This application shali automatically expire on August 13, 2003 unless a building permit is issued. Thirty (30) days prior to the expiration of the approval, the applicant may apply for an extension of one (1) year from the original date of expiration. 4. Development shall occur in substantial conformance with the plans presented to the City Council at the meeting of August 13, 2002 and marked Attachments 2 and 3, except as otherwise modified by Conditions of Approval for PSP 02-002. . 5. The applicant shall agree to defend at his/her sole expense any action brought against the City, its present or former agents, officers, or employees because of the issuance of said approval, or in anyway relating to the implementation thereof, or in the alternative, to relinquish such approval. The applicant shall reimburse the City, its agents, officers, or employees, for any court costs and attorney's fee's which the City, its agents, officers or employees may be required by a court to pay as a result of such action. The City may, at its sole � discretion, participate at iis own expense in;the defense of any such action but such participation shall not relieve applicant of his/her o8ligations under this condition. 6. Maximum letter height for all signs shall conform with the existing PSP standard of 2', with a 20% exception for drops/caps. DEVELOPMENT CODE RESOWTION NO. Page 4 of 4 7. Development shall conform to the PD 1.2 zoning requirements end the Sign Ordinance except as otherwise approved. ARCHITECTURAL REVIEW COMMITTEE 8. The UL listing label shall be located on the top of the sign so that it is not visible from below. BUILDING AND FIRE DEPARTMENT CONDITION 9. The project shall comply with the most recent editions of the California State Fire and Building Codes and the Uniform Building and Fire Codes as adopted by the City of Arroyo Grande. 10. The applicant shall obtain any necessary permits from the City's Fire and Building Department, as determined by the Chief Building Inspector. �� . � ;e �: ' � �i.,;�.`:a � � ; c� �.- ; ,,;,,, a , � �� n-� �;°a. � t; ..t � i `� = ui i �T it u •_� 1 �L ' Z � c o � A � ^ C1 � �. 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Commissioner Brown was absent. Staff inembers in attendance were Planning Intern, Ryan Foster, Community Development Director, Rob Strong and Public Works, Associate Engineer, Rodger Olds. APPROVAL OF MINUTES - None ORAL COMMUNICATIONS - None WRITTEN COMMUNICATIONS - None AGENDA REVIEW - No changes in the agenda. ' PUBLIC kiEARWG - PLANNED SIGN PROGRAM CASE NO. 02-002; AfPLICANT - A.G. EDWARDS & SONS, INC. AND VIGNETO RESTAURANT; L!QCATfON - RANCHO PARKWAY, FIVE CITIES CENTER, PHASE il. Staff report prepared and presented by Ryan Foster. Ryan Foster described the project and informed the Commission that the ARC at the July 1, 2002 meeting, found the signs to be consistent with the existing Planned Sign Program (PSP) and that the requested placement of all signs was consistent with the PSP definition of frontage. A.G. Edwards & Sons, Inc. would get an additional frontage sign and the Vigneto Restaurant would get two additional frontages signs. Ryan foster answered Commissioner Guthrie's question saying that the approved Pianned Sign Program for the Five Cities Center differs from the DevelopmeM Code in that it is more restrictive. Commissionec Keen. questioned if the Planned Sign Program is amended for buildings 'L' &'M' will these same amendments also apply to future new buildings in the center. Mr. Foster said if any changes were requested in the future on any new buildings an amendment to the Five Cities PSP would have to be processed. The business owners came forward to answer questions. The Planning Commission at that time they had no questions for either Vigneto Restaurant or A.G. Edwards & Sons, Inc. Nan Fowler commented that signs are very important to attract business, she liked the signs and that it was reasonable to have signage on three major frontages. Commissioner Guthrie had no concerns with the proposed signage stating that the signs were very reasonable considering the amount of frontage available and he could support this sign program. MINUTES PLANNING COMMISSION JULY 16, 2002 PAGE 2 Commissioner Keen agreed with Commissioner Guthrie stating that according to the calculations for the Planned Sign Program the signs could have been much larger. He asked if all the wires sticking out around the Edwards building were for light fixtures; he had noticed them when he went to view the building, but had not seen them on the drawings. Mr. Alpardo, owner, replied that these were flexes for light fixtures that would shine up to awnings around the perimeter of the building; there would also be recessed channels for lighting to shine down. Commissioner Keen had a concern that other buildings in the center may want signs on the back of their buildings facing the freeway and he would not like to see this happen. Commissioner Guthrie made a motion, seconded by Commissioner Fowler, to recommend that City Council approve the Planned Sign Program Case No. 02-002 and adopt resolution: RESOWTION NO. 02-1843 A F�ESOLUTION OF THE PLANNING COMMISSION OF THE ClTY OF ARROYO GRANDE RECOMMENDING THAT THE CITY COUNCIL APPROVE PLANNED SIGN PROGRAM CASE NO. 02-002, APPLIED FOR BY SIGNTECH, FOR BUILDINQS 'L' AND 'M', LOCATED IN THE FIVE CITIES CENTER . The motton was approved with the following roll call vote: AYES: Commissioner's Fowler, Guthrie, and Vice Chair Keen NOES: None ABSENT: None The fo�egoing resolution was adopted this 16th day of July 2002. PUBLIC HEARING — PLANNED UNIT DEVELOPMENT CASE NO. 02-002 & VESTING TENTATIVE PARCEL MAP CASE NO. 02-001; APPLICANT — ANTHONY TOSTE; LOCATION — 1060 MAPLE STREET The applicant had requested the item be continued to the meeting of August 6, 2002. Commissioner Guthrie made a motion, seconded by Commissioner Fowlsr, to continue Planned Unit Development Case No. 02-002 & Vesting Tentative Parcel Map Case No. 02-001 to the August 6, 2002 meeting. The mo wa u nanimousl y approved by a 3/0 voice vote. NON-PUBLIC HEARING — PRE-APPLICATION CASE NO. 02-007; APPLICANT — LAWRENCE VENTRESCA & SHARON CLARK; LOCATION — 1171 SUNSET DRIVE. Staff report prepared and presented by Ryan Foster. 11.a. MEMORANDUM TO: CITY COUNCIL n� FROM: DON SPAGNOLO, DIRECTOR OF PUBLIC WORKS/CITY ENGINEER� SUBJECT: ROUTE 101 OPERATIONAL IMPROVEMENTS — PHASE 2 STUDY DATE: AUGUST 13, 2002 RECOMMENDATION: It is recommended the City Council provide direction to staff regarding any altematives that it would like deleted from the study. FUNDING: There is no fiscal impact at this time. DISCUSSION: The Route 101 Operational Improvements project was initiated by the San Luis Obispo Council of Govemments (SLOCOG), who commissioned a Major Investment Study (MIS) for the Route 101 corridor to address future traffic volume growth. Three general strategies for reducing congestion were identified in the MIS: TDM programs which increase vehicle occupancy, Operational Improvements which maximize system efficiency, and widening or six-laning the corridor. The recommended strategy for near term was TDM and for long term was Operational Improvements. The improvements developed in this Project Study Report are consistent with the MIS and were recommended for study by Caltrans District 5 Traffic Department and SLOCOG staff. This strategy will provide an adequate service level for the next 10 to 15 years, thus delaying the need for the "six lane" widening. At the August 13, 2002 City Council meeting, representatives of SLOCOG and Caltrans will make a presentation on the Route 101 Operational Improvements — Phase 2 Study. This project is one part of an overall strategy to improve efficiency of the Route 101 corridor, provide congestion relief, and defer the need to widen the highway to six lanes. The project addresses the following improvements in Arroyo Grande: Constructing a southbound climbing lane from Oak Park Boulevard to Halcyon Road; Improving the southbound auxiliary lane between E. Grand Avenue and Fair Oaks Avenue; and Constructing acceleration and deceleration lanes at EI Campo Road. cinr couNCi� ROUTE 107 OPERATIONAL IMPROVEMENTS — PHASE 2 STUDY AUGUST 73, 2002 PAGE 2 Attached is a copy of the presentation materials that will be reviewed in more detail at the. meeting. The materials outline a number of altematives. Since some provide circulation benefits, but may be inconsistent with current land use policy, they involve policy issues that staff felt the City Council should be involved in provicfmg input. Nothing is being proposed at this time. Caltrans staff emphasizes that tfie go� at this stage is simply to define the project scope. Therefore, their intent is to obtain feedback from the City Council to determine if any altematives should be deleted prior to beginning the study. Attachment: Presentation Materials Route 101 Operational Phase 2 C:44 7Oo �•� ( ucoAPoRATEQS1,VC�(�(7 ?y ` , ,n ( i -qui • • 1 , f V. r i )4 e BAS19--11 1 upy 1 ) 1,7 ,, 1 : lut, 171, IENT t ,tet k d •i 1 f y'r I o Brisco R41.---"----.....,..4 '1 1 7 - - 6 giCLJ�c1,c)r� rc ALr. SLDJ ✓ Alternate Routes (Rte 1Rte 227 Price Can on) ernate Modes of Trans • ortatio°n cR . li I_1 r 3 t- ;rArta4 r�- ducin I [raffic. De n. j n I (P�_ill. 7h1A �j 111 e 1 tiIi-j ". centives etc Freew - 1_,• r..i.J. u._rn ,z.))-- _fslar: 11.:Li .-__:',.•... -. . - • Ramps - - • Auxiliar Lanes Ma UUTt kUJtLTS (RECENTLY COMPLETED OR IN-PROGRESS) EL CAMPO RE-ALIGN NB RAMPS A T WEST BRANCH ST GRAND AVE J BRISCO ST ARROYO GRANDE OAK PARK 4TH ST NB AUXILIARY LANE FAIR OAKS EL CAMPO INTERCHANGE HALCYON GRAND AVE SB AUXILIARY LANE PISMO BEACH .• GROVER CITY OAK PARK HALCYON SB CLIMBING LANE GROWING TRAFFIC DEMAND ON oute 101 at Grand Ave . istaisum ANL&IL 80,000 Air 70,000 4 '1(4 60,1100 IP' SO 000 - -we 40,000 30,000 20,000 pippigio:i 10,000 .0 1980 1990 2000 2010 2020 12 14 2000 PHASE 2 IMPROVEMENTS IN Arroyo Grande ,, . r • 110,- 4. w at. ii IP o - at MPk. gb fr-)_ ir , - i -4 , , Arroyo Grand• NEXT 4 EXITS Define Scce n 010 le V S 1 r x. PeveJopP rnatiyes 4DUA/O /� , , , �� , �� mate the Effort f ,r tudies, Analysi a r r . 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'6" .1-' ' . r. . t e c , ..... , irifilr'-* - ,-) C-i < r-j- i rjf ri ti - 07 03 2001 TI M E LIN E SELECT ALTERNATIVES & PREPARE PROJECT PREPARE REPORT PSR(PDS) PERFORM ENVIRONMENTAL REVIEW (EIR) 2002 2003 2004 2005 2006 2007 2008 2009 I I I I V A DETERMINE SCOPE ENVIRONMENTAL STUDIES, TCERTIFY— ID ALTERNATIVES CULTURAL STUDIES, EIR & TRAFFIC ANALYSIS —SEEK DESIGN & ID IMPACTS CONSTRUCTION PRELIMINARY DESIGN FUNDING CITY / STAFF REVIEW PUBLIC REVIEW / WORKSHOPS- 0 pARONo a �� iNcORPURATED p� `71iU�_,UCT * JULY 10, 1911 x. 11.b. MEMORANDUM TO: CITY COUNCIL FROM: ROB STRONG, COMMUNITY DEVELOPMENT DIRECTOR BY: KELLY HEFFERNON, ASSOCIATE PLANNER SUBJECT: HOUSING ELEMENT UPDATE DATE: AUGUST 13, 2002 RECOMMENDATION: The Planning Commission recommends the Council: 1. Review the work program to update the City's Housing Element (Attachment 1) and direct staff to proceed with the public workshops as out�ned; and 2. Form an ad hoc Local Housing Task Force to advise the Planning Commission and City Council on the Housing Element Update. DISCUSSION: Backqround On July 2, 2002 the Planning Commission considered the proposed worlc program for updating the Housing Element and recommended the Council form a �ocai Housing Task Force (LHTF), composed of between ten (10) and twenty (20) me►�bers having a variety of expertise, which would provide technical review of the Housing ElemeM to the Planning Commission and City Council. The Commission further recomrrrended that the LHTF hold regular meetings, with public workshops scheduled on a quarteriy basis over the next year (reference Attachment 2 for draft Planning Commission meeting minutes). The purpose of the work program is to outline the steps involved with updating the Housing Element. A public participation process is incorporated vviNtin the wo�lc program that allows several opportunities for staff, the Planning Comm�sion and City Council to receive comments from the community relating to the condition of housing development in Arroyo Grande. Housing Element Update Process State Law requires each community to have an adopted Housing Element. The Housing Element consists of a series of goals, policies and programs that are oriented to the preservation, improvement and development of housing. The Housing Element CITY COUNCIL HOUSING ELEMENT UPDATE AUGUST 73, 2002 PAGE 2 identifies sites for all types of housinc economic segments of the community. State mandated information including adequate sites to meet Arroyo Grande's recently adopted legislation regarding needs for persons with disabilities. i that are projected to meet the needs of all The Housing Element Update must contain all quantified objectives and the identification of identified housing needs. It must also address constraints that hinder meeting the housing The public participation component of the Housing Element update proposes that the Planning Commission would serve as the lead in the preparation and review of this document assisted by the LHTF that would be formed by the City Council. The Housing Element preparation process would include technical workshops or study sessions held with the LHTF and/or Planning Commission, community newsletters distributed at critical points in the update process, and a public forum conducted to obtain public input from the community, developers, architects, real estate and financial professionais and special needs groups. After preparatian of the Draft Housing Element and environmental determination for CEQA compliance, the Planning Commission and City Council would hold sepe�rate hearings on the Draft Housing Element. The City Council would forward thelr approved version to the State Department of Housing and Community Development (HCD) prior to the deadline of December 31, 2003. The steps outlined in the work program relating to public participation are as follows: Conduct an introductory technical workshop with the Planning Commission and staff to review the existing Element, Housing Element legal requirements and the role of the Commission in the update process. Consider recommendation to City Council for LHTF. 2. Conduct an LHTF/Commission second workshop to elicit input from non-profit and for-profit housing developers; architects, real estate and financial professionals and special needs groups on housing issues, constraints and opportunities. 3. Prepare a newsletter for public distribution and publication that describes the Housing Element process and how public input can help to shape its goals and objectives. 4. Conduct a"public issues forum" to provide an opportunity for the public to identify housing issues, constraints, opportunities and possible policies and programs. CITY COUNCIL HOUSING ELEMENT UPDATE AUGUST 13, 2002 PAGE 3 5. Prepare a "Housing comments gathered within the Housing Commission. issues and Policy Options Report" which summarizes the at the two workshops and the issues to be addressed Element and submit in draft form to the Planning 6. Conduct a Study Session with the LHTF and Planning Commission in which the preliminary findings, policies and program proposals of the Draft Housing Element are discussed. 7. Prepare a newsletter for public distribution and publication that highlights the completion of the Draft Housing Element, how public input was utilized in preparing the document, and additional opportunities for public comment at subsequent public hearings before the Planning Commission and City CounciL Based on Draft Housing Element policies and programs complete an environmental determination pursuant to CEQA (schedule assumes a mitigated negative declaration using 2001 General Plan Update Program EIR). 9. Planning Commission to conduct one or more public hearings on Draft Housing Element and make recommendations to City Council regarding adoption. 10. City Council to conduct one or more public hearings on Planning Commission Draft housing Element recommendations and adoption for submittal to HCD for certification. Public attention was recently focused on regional housing problems by a series of artides published June 16-23, 2002 in The Tribune. Copies of this series reprint, Attachment 4, is provided to Council members for future reference and retention. While some refer to the local situation as "a crisis", the lack of reasonably priced and affordable housing is more an evolution of complex market forces supply and demand. The solutions are not simpiy planning to provide more land or produce more housing, but changing its type, density, cost and efficiency of services, and batancing projected growth impacts with real environmental and resource constraints. Because the problems and solutions are so complex, staff and Planning Commission recommend formation of an ad hoc LHTF to advise and assist the City with formulation of Housing Element Update policies and programs. The LHTF should be composed of 10 to 20 members with diverse technical expertise to assist consideration of altematives to be included in the Draft Housing Element Update distributed for Planning __ � CITY COUNCIL HOUSING ELEMENT UPDATE AUGUST 13, 2002 PAGE 4 Commission and City Council public hearings during Summer 2003. Examples of possible participants for LHTF appointment by the Council include: San Luis Obispo Housing Authority. People's Self Help Housing, Inc. om local residential builders or for profit housing 4) One or two local real estate professionals or property owners. 5) One or two local architects or engineers involved with residential project design and development. 6) One or two local financial/banking professionals familiar with residential development funding and/or affordable housing lending programs and constraints. 7) Two or three special needs housing representatives for disabled, senior, low income, or rental assistance segments of the community. 8) Two or three workforce or employee union representatives from police, hospital, school, retail and/or other large local employer groups. 1) One representative from 2) One representative from 3) Two representatives fi developers. The above basic list would involve 12 to 19 citizen volunteers, selected by the Mayor or Council Members, expected to provide technical input and review Draft Housing Element Update policies, programs and proposals. At minimum, the HTF would participate in three or four workshops, study sessions, or public town hall meeting to discuss local housing problems and possible solutions worthy of specific study, during Housing Element Update formulation. If desired the LHTF could remain active and available as an advisory group during Planning Commission and City Council public hearings for adoption and subsequent submittal and certification by the State HCD. If an on going need for implementalion program development and performance monitoring is periodically requested by the Planning Commission, the LHTF or some of its members could also be considered for extended service. One of the initial concems of the Planning Commission and Housing Task Force at their Fall workshop will be the discrepancy between SLOCOG Regional Housing Needs total of 13,892 versus the State UCD countywide allocation of 18,892. Arroyo Grande will need to consider a contingency program for the Housing Element in the event the higher target is imposed. Arroyo Grande's lowest objective would require 1,247 units, requiring an annual average of 166 new units per year, between June 2001 and December 2008. Another basic issue will be how to comply with the "affordable" housing for very low, low and moderate income househoids, which compose 20%, 15% and 18% of the projected CITY COUNCIL HOUSING ELEMENT UPDATE AUGUST 13, 2002 PAGE 5 need versus the 47% above moderate income housing that the City's market usually provides. ALTERNATIVES: The following alternatives are provided for the Council's consideration: Discuss and adopt the proposed work program and consider composition and appointments to a Local Housing Task Force (LHTF); - Modify the scope or schedule as determined necessary and/or request the Planning Commission select Local Housing Task Force (LHTF) advisors; - Reject the ad hoc committee concept and either consider a permanent Housing Authority/Commission or request the Planning Commission and staff to prepare a draft Housing Element without advisory group assistance. Attachments: 1. 2002-2003 Draft Work Program for the Housing Element Update. 2. Draft Planning Commission meeting minutes of July 2, 2002. 3. SLOCOG July 29, 2002 letter and Revised Draft Regional Housing Needs Plan. 4. The Tribune In-Depth Housing Report "Trouble on the Home FronY', June 16- 23, 2002 (under separate cover). ATTACHMENT 1 2002-2003 DRAFT WORK PROGRAM FOR THE HOUSING ELEMENT UPDATE 1. Planning Commission presentation on y 7/2/02 Housing Element Update process and scheduling of public workshop(s) 2. City Council presentation. on Housing y 8/13/02 Element Update process and consideration of forming a Local Housing Task Force 3. Public Notice of Workshop (local y 9/9/02 paper, contact groups) 4. Conduct Workshop No. 1 y 9/19/02 5. Update tables based on available » 9/1/02 — 9/4103 data (Census 2000 summary tape files; Regional Housing Needs Plan; HCD numbers; field data) 6. Conduct Workshop No. 2 � 1/17/03 7. Update Policies y 1/1/03 — 7/1/03 8. Environmental Review y 7/1/03 — 9/1/03 9. PC Hearings and Recommendation y 10/1/03 10. City Council Hearing and Adoption y 11/1/03 11. Document Submitted to HCD y 12/31/03 MINUTES ATTACHMENT 2 PAGE 6 PLANNING COMMISSION JULY 2, 2002 Commissioner Brown stated he agreed with Commissioner Guthrie's comments on the sidewalk, but he could not make finding No. 3 of the variance with respect to the setbacks. Chair Costello stated most of his concerns had been satisfactorily addressed and he could support the variance and could make all the findings for the setbacks and sidewalks, but he would like to see the private road kept "private", for safety reasons, and the sidewalk end where the retaining wall is. Commissioner Fowler made a motion, seconded by Commissioner Guthrie, approving VaHance Case No. 02-002, excluding Condition of Approval No. 72 of Exhibit 'A' end adopt: RESOLUTION NO. 02-1840 A RESOLUTION OF THE CITY OF ARROYO GRANDE PLANNING COMMISSION APPROVING VARIANCE CASE N0. 02-002 TO DEVIATE FROM THE SIDE YARD SETBACK AND SIDEWALK RE4UIREMENT3 OF THE DEVELOPMENT CODE FOR A SINGLE FAMILY R@SIDENCE, LOCATED ON PASEO STREET, APPLIED FOR BY MARY MYERS The motion was approved with the following roll call vote: AYES: Commissioner's Fowler, Guthrie, Keen and Chair Costallo NOES: Commissioner Brown ABSENT: None The foregoing resolution was adopted this 2"' day of July 2002. NON-PUBLIC HEARING — HOUSING ELEMENT UPDATE PRE$EFtT'ATION — PROCESS AND SCHEDULING OF WORKSHOPS Kelly Heffernon, Program Manager, presented the process of the Housing Element Update and scheduling of workshops. The consensus of the Planning Commission was to advise City Council: • A Local Housing Task Force should be formed, composed of between 10 and 20 members having a variety of expertise, to hold regular meetings for technical review of the Housing Element Update. • Quarterly public workshops should also be scheduled for update and review during the next year. DISCUSSION ITEMS Rob Strong presented the correspondence from The Highlands at Rancho Grande Homeowner's Association (HOA), requesting approval to remove existing lawn size San Lu�s Obispo Councii of Government�� ' Regional Transportation Planning Agency ' Metropolitan Planning Organization Census Data Affiliate � � Ronald L. DeCarll - Exp.ytive pirec�a Service�Authority for Freeways and Expressways July 29, 2002 Steve Adams City Manager City of AROyo Grande 214 Branch St, Arroyo Grande, CA 93420 ATTACHMENT 3 � ' Pismo Beecit � San Luis Obispo San Ltiis Obispo Countv RECEIVED J U L 3 1 2002 CITY UF ARROYO GRANDE COMMUNITY DEVELOPMENT DEPT RE: SLOCOG Revised Draft Regional Housing Plan (RHNP), enclosed. Dear Mr. Adams; c. On July 10, 2002, the San Luis Obispo Council of Govemments (SLOCOG) Board authorized distribution of a revised RHNP to its member jurisdictions for the 90-day review and comment period provided under state law. The RHNP distributed prior to the July 10'" meeting included the State Department of Housing and Commurtity Development (HCD) determined regional housing need of 18,892 units, however, the SLOCOG Board approved a RHNP identifying 13,982 units as the regional housing need. Enclosed is the modified plan, which includes the SLOCOG approved regional housing need of 13,982 new units. As we are continuing to discuss the ultimate HCD determination, the 13,982 should be viewed as the "best case" scenario and the 18,892 should be seen as the "worst case" scenario should HCD fail to make a reduction in the regional housing need assigned to our county. We believe your goveming board should evaluate the impacts of both figures and provide comments to SLOCOG regarding the associated implications of each of them. Negotiations with HCD have continued to occur throughout July. Based upon information we receive from cities and the county, SLOCOG will update HCD with more detailed information on replacement housing need. We hope to receive a revised determination from HCD by mid-August. The review and comment period will be over on October 9� The SLOCOG Board is scheduled to consider your comments on October 9 a 30-day appeal period will then follow the October 9�' hearing on the RHNP with SLOCOG scheduled to take final action on the RHNP at its December 5�' meeting. This process is to be completed prior to December 31, 2002 by state faw and jurisdictions are required to complete their Housing Element updates prior to December 31 �, 2003. Piease contact Steve Devencenzi at 781-4662 if you have any questions and to schedule a presentation on this issue to your city council. Sincerely, " - �`�'�l Ronald L. De Carli fxecutive Director Planning Directors SLOCOG Delegates 1150 Osos Street, Ste. 202, San Luis Obispo, CA 93401 � Tel. (805) 781-4219 � Fax. (805) 781-5703 E-mail. slocog@slocog.org � Intemet. http://www.slceog.org San Luis Obispo Council of Governments Draft Regional Housing Needs Pian � �uiy zoo2 1150 Osos St. Suite 202, San Luis Obispo, CA 93401 ♦ Tel. (805) 781-4219 ♦ Fax (805) 781-5703 E-mail: slocog@sionet.org ♦ Intemet http://www.slonet.org/—ipslocog � i __ SLOCOG BOARD (Julv 20021 President ....................................... ......... David Elliot, City of Morro Bay Councilmember Vice President ..:.::......::........:......:.Supervisor Peg Pinard, San Luis Obispo County, Distrtct 3 City of Arroyo Grande ...................................................................Tony Ferrara, Councilmember CIty' of Atascadero .................................................................................... Mike Arrambide, Mayor Cityof Grover Beach .....................................................................Dave Ekbom, Councilmember • 1 City of Paso Robles .................................................................................... Frank Mecham, Mayor Cityof Pismo Beach ....................................................................................... Rudy Natoli, Mayor City of San Luis Obispo ..............................................................Ken Schwar�, Councilmember San Luis Obispo County, District 1 ......................................................... Supervisor Harry Ovitt San Luis Obispo County, District 2 .................................................. Supervisor ShtMey Bianchi San Luis Obispo County, District 4 ..............................................Supervisor Katcho Achedjtan San Luis Obispo County, District 5 .......................................................... Supervisor Mike Ryan Project Staff Executive Dfrector ..............................:......................................................:..........:.Ronald DeCarli Deputy Director .........................................:.................................:.:....:....:...::..:: Steve Devencenzi _ _ Associate Planner ....................:.......:......:.....................:..............:..........:..:.:........::... Peter Brown _ .—` � . ,� . - . . . . .., . ,.. . . . _. , � , . � �:: l : . ' �:. ' : . �, c a� S �. `r i _ ? a . _' -...� . _ :.� � � . .. �.._..:�. Table of Contents Regional Houstng Need Plan, `.Si n�Ar'nS . � R ._ �-, —:. ... . �_ ._. � , ._ ..,.:,... �__ . � . . ExecutiveSummary............ . ......................................................................................... ...........3 _ _ � .. .., SLOCOG Principles for DeJeloping Ho'using Policy `�� °° . ..................... ......... ......... ......... ...4 . ,. 5 . _ _�; Schedule......... � ......... ......... ......... ......... ......... ......... ......... ..............9 introduction Geography .........:: :..::... _ _ . ..................................... ......... ................. ...... ...............10 Estimation of Regional Housing Needs ...........................................................................................11 StateAllocation Criteria ...................................................................................................................12 Appeals Crite�ia and Process .....:..................................................::......:...: .........::................:.:......14 Policy for RHNP upon Annexation or Incorporation .........................................................................15 Methodsof Allocation ......................................................................................................................16 Allocation Tables, Jurisdictional Breakdowns .............................:...................................:................19 Appendices A-Original Regional Housing Needs .................................................:..............................................2 B- SLOCOG-HCD Correspondences .:.............................................................................................3 B-1- SLOCOG requesting reduction ............................................................................3 B-2- HCD response and attachments ................. B-3- SLOCOG 2n letter requesting fu�ther reduction..... ...................................................... 8 ........................................... 28 B-4- HCD response ..............................................................................................................32 GHCD Allocation Methodology .....:....................................................................::..........................36 D- State Law Goveming Housing Elements and Regional Housing Needs ...............................:......44 � E-1987 Attorney General Opinion 87-206 .......................................................................................54,. � ,<,. ; .._... _ _ _ __ .. . _ . _ _... _ _ _. . : _ 2 EXECUTIVE SUMMARY The Regional Housing Needs Pian (RHNP) prepared by San Luis Obispo Council of Govemments (SLOCOG) establishes numerical targets for the development of housing units in the state-mandated Housing Element update that each of the seven incorporated cities and the County of San Luis Obispo are to accomplish du�ing 2003. SLOCOG believes a regional housing needs atlocation of 73;892 for the SLOCOG region is reasonable and appropriate, staff from HCD, however, have indicated they beUeve an allocation of 18,892 should be accommodated. The law requires that SLOCOG address housing needs in the county through the RHNP which is designed to meet guidelines set.forth by the Calffomia State Department of Housing and Community Development (HCD) fn compliance with State housing law (Govemment Code Sections 65583 and 65584). A final version of this plan requtres approJal by SLOCOG Board and must be submitted to HCD by December 31, 2002. SLOCOG recognizes the importance of creating more housing opportunities for area residents, especially those at the lower end of the income-eamfng spectrum. The area's housing market has wltriessed unprecedented increases in home sale prices and rental rates. Income eamings harre not risen at near these rates and strong job growth and immigration have provided added complexides. The County is faced with serious concems in tertns of maintaining the vibrant economy and valued labor force, while protecting natural resources, environmentally sensitive areas, premium agucuftural lands, open spaces and at the same time limiting traffic congestion and protecting and improving air quality. CMies and the County are faced with creating ways to foster housing development wfthout overloadirtg infrasUucture and the ability to provide services. Doing so may be the greatest challenge to the region in The next decade 'rf we are to maintain and seek to improve the quality-of-life and the area's environment. In attempting to address the need for affordabie housing, SLOCOG has worked ciosely with a housing advisory commitfee, local housing advocates, city and county planners, environmental groups, Local Agency Formation Commission (LAFCO), and HCD in an effort to gain needed input for the following plan. The key component of the plan is a series of tables that enumerate housing unit allocations by income categories to SLOCOG member agencies. These tables can be found on page 6 of the RHNP. The seven incorporated cities and the County are required to integrate the Housing Unit Distribudon numbers identified in the RHNP in the update the Housing Elements of their General Plan in order to accommodate their "fair share" of the anticipated future housing demand. This effort will challenge many of these communities as they seek to respect prior planning efforts, resource and regulatory consUaints and potential locai opposition to increased densities, rezoning proposals, and/or expansion of existing community boundaries. The RHNP is intended to assure that adequate sites and zoning exist to address anticipated housing demand during the planning period. The targets also help to ensure that the availabilily of shes exists to accommodate the housing need of a range of socioeconomic segments of a community. The housing allocations are the basis for assuring that adequatesites and zoning are availabie to accommodate at least the number of units aliocated. They are not housing unit quotas that jurisdictions must achie� withln the time frame of their next housing element update. One of the few tools available to local jurisdictions to influence the development of affordable housing is the power to regulate land use. Breaking down development barriers, such as exclusively low-density zoning and exclusionary growth controls is a major goal of state housing law. Also included in the RHNP is background information to the planning process; a schedule of implementatiorc state law guiding the process; and, a detaiied account of the correspondences behveen HCD and SLOCOG as SLOCOG attempted to negotiate with HCD in order to achieve a regional allocaUon suitable to the area. SLOCOG Princioles for Develonina Houstna Poflcv Jobs / Housina Balance People should have a reasonable opportunity to tive close to where they wwk and each urban area should'strive to achieve a better. balance behveen housing and jobs; projects that aro approprietely sited and seek to improve that balance should be encouraged through redestgned snd efficfent plarining and development processes. Permit Streamlinina Local, state and federai agencies should eliminate redundant poiicies and prectices fhat are found to be obstacles to the production of appropriately located affordable housing, consistent wHh sound infGi development opportunitles and environmentaily sensftive areas. Mixed-Use Develooment Support appropriately located mixed-use projects that encourage efficient transportation services and walkable communities. Urban Limits Urban areas should be efficienUy developed within their respective boundaries. Support should be provided to agencies for the redevelopment of underutilized areas that can provkle add�bnal housing or employment opportunities that minimize the demands placed upon outlying agriculhirai or open space areas. Wildl'rfe/Environmental SensitiviN Preserve and restore natural areas and open spaces in conjunction with efforts to provide appropriate housing and economic development in a manner that respects sign�cant wildiife habitat, conserves land and preserves natural resources. • Social Eauitv: Housina for All Incomes and Aae Levels The long-term heaith of our economy and quality of life depends on maintaining a diverse population composed of a balance of income and age groups. A muced housing stock addressing the range of housing options within communities provides the opportunity for diversity of age, Iffestyle �d, incomes for residents. Hiaher DensiN/Multi-Familv Desian Good design is critical to community acceptance of higher density projects. Provide support for the development of design guidelines that presents attractive higher density affordable housing, which promotes responsible, efficient, and compact development to facilitate the preservaHon of open space. Financina Mechanisms Support the Affordable Housing Trust Fund as a vehicle to secure needed funds to assist in developing housing and to qualify for state matching funds. Affordable or workforce housing receiving public subsidies should be subject to restrictions that keep the housing affordable for an extended period of time or retum some portion of the incremental gain in value for reinvestment in additional housing opportunities. Reqional C000eration Agencies (federat, state and local) should work cooperetively to address the housing and development needs of the community as a whole in a manner that recognizes the common needs of the populace and the impacts to the environment. 4 INTRODUCTION A Background� The Regional Housing Needs Plan (RHNP) is a required part of a statewide process intended to address housing issues related to future growth. The RHNP is the document that identifies the allocation to aties and counties of their `fair share" of the region's current unmet needs as well as future projected housing needs by household income group. The RHNP identifles and quantifies both existing and an8cipated housfng needs for each jurisdiction over the seve� and a half-year period between January 2001 and Juty 2008. After the San Luis Obispo Council of Govemments (SLOCOG) adopts Ure document each jurisdiction is then required to update the Housing Element component of their General Plan to address how and where they will attempt to meet that need by December 31, 2003. The RHNP is subJect to approval by the State Department of Housing and Community Development (HCD) and is detailed under the Califomia Govemment Code, Section 65584 (See Appendix D). The RHNP recognizes the need to address the impacts of job-driven population growth and demographic change on a region's housing supply. These impacts affect home prices, choices, availabilitty, affondability, and maintenance level of the housing stock. The needs assessment process sets numeric `targets' that take into account housing demand and social goals, while complyi�g with state housing law. The State Department of Housing and Community Development (HCD) provides a mintmum baseline need to San Luis Obispo Councii of Govemments (SLOCOG), which in cooperation with local govemmeMs and public input allocates the countywide housing need to local jurisdlctions. The seven incorporated ckies and the unincorporated county are then required to plan for, through updates of general plan housing arxl land-use elements, their SLOCOG determined share of the HCD allocation to the region. HCD methodology for calculating regional housing needs can be found in Appendix C. The core of the RHNP is a series of tables which indicate, for each jurisdiction, the distribution of housing needs for each of four household income groups to be planned for by the ending date of the plan. These units are considered the basic new construction need to be addressed by individual city and county housing elements. Table 1 Housing Unit DisMbution — By Income Category on page 5 of this plan lists the numbers for each jurisdiction. B. Plan Intent In addition to addressing local housing needs, the county and every city in the region has an obligation to address the housing needs of the entire region. Given the expansion of jobs into suburban areas, two- career households, changing or intensifying commute pattems, and the interdependent economy and society o� the region, the housing needs of the region affects every community. State law recognizes the regional nature of the housing market, and requires every city and county to plan for its "fair shate" of the region's housing need (Govemment Code, Section 65583(a)(1)). The major goal of the RHNP is to assure a fair distribution of housing among cities and counties, so that every community provides an opportunity for a mix of housing affordable to all economic segments. The housing aliocation targets are not building requirements, but goals for each community to accommodate through appropriate planning policies and land use regulaUons. Allocation targets are intended to assure that adequate sites and zoning are made available to address anticipated housing demand during the planning period and that market forces are not inhibited in addressing the housing needs of all economic segments of a community. One of the few tools available to local jurisdictions to influence the development of affordable housing is the power to regulate land use. Under state law, existlng zoning ordinances, policies, buiiding standards, and other land use regulations cannot be used by local jurisdictions as a just�cation for a request to reduce their RHNP housing targets except for the preservation and protection of public health. SLOCOG, under direction from state law and with input from a housing committee made up of jurisdictional representatives and housing interests, has determined each locality's "Fair share" of the reglon's need for housing, and has divided that need into the required four income categories of housing affordability. Local housing needs may exceed this determination of a localitys regional fair share. SLOCOG has estimated the minimum regional need for housing. Communities are aliowed to plan for and buiid a number of new housing units exceeding their minimum "fair share' If possible, SLOCOG encourages communities to work together to be sure that one area's excess can account for another's shortfalL Council of Govemments are assigned the responsibility for RHNP preparation in part, because the State has an interest in having regional agencies that prepare regional transportatlon plans also prepare the RHNP. This helps to provide some consistency between the regfonai transportation planning procesg and regional housing allocations. Ideally, the same assumpHons regarding regional population and hous(ng growfh are Itkely to be used as the basis for twth the RHNA and the Regional Transportatlon Plan (RTP). The short tertn HCD Statewide forecasts are higher than the projections used for the 2001 RTP and also higher than the locally prepared jurisdictional and COG derived projections. Stafl has worked with the State Department of Finance (DOF) and HCD to address these differences, yet ft appears that DOF derived numbers have had the greatest influence on determining HCD allocaUons. Table t Housing Unit Distrtbutlon — By Income Category C. Key Concepts When using this plan, it is important to kaep in mind what the intention of the RHNP is, and is not. There are four key concepts underlying the entire RHNP process that need to be clearly understood: 7. The housing unit allocations contained in the plan, as distributed by income qtsgory for each jurisdiction, are primarily determined by three factors: A) The jurisdiction's proJected job and housing growth in relation to region wide job and housing growth; and, B) The extent to which a jurisdiction's current income distribution differs from that of the regionat average. C) The HCD detertnined Regional Housing Need. The pian's fair share adjustment allocates future (construction) need by each income category in a manner that meets the state mandate to reduce the overconcenVation of lower income households in one community versus another community. The aliocadon methodology derives future goals for each community based on SLOCOGs objective of achieving a more balanced regbn-wide income disUibuGon in each jurisdiction in the next 20 years. The housing methodology commfttee input, along with staff recommendations, calls for a 50% shift toward the regional average for each jurisd'iction. For example, those jurisdictions having a percentage of very low income households below the regional 0 average for this income category will units than would a jurisdiction having above the regional average. be allocated a higher percentage of very low income housing a base year percentage of very low income households at or 2. The allocations are tntended to be used by jurisdictions when updaUng their housing elements as the basis for assuring that adequate sites and zoning are availaWe to aecommodats at least the number of units allocated. Thev are not houstna unk auotas that Iurlsdtef�en:..,�.:r ...we..e "_"_ ""_"'_ �. ....... ..v... ��vua�� muo11 Y YaIB. � �.':_ • Y•. Many jurisdictions, as well as other groups having an interest in affordable housing issues, often treat the housing allocations as a numerical quota that must be achieved. This (s not the iMeM of `the process, nor is It what the Califomia State Department of Housing and Community Development (HCD) is looking for when reviewing local housing elements. The State recognizes that the provisiori of affoMable housing is largely market-driven, and that funding, subsidies and otl�er incentives to provide affordable housing are very iimited. One of the few major tools avallable to local ju�isdicttons to influence the development of affordable housing is the power to regulate land use. Thus, breeking down devetopmenf barriers, such as exclusionary zoning and growth controls, are some of the major goals of State law in the housing arena. 3. The reglonal allocations only address a portion of each Jurtsdfction's,local housing needs under the provistons of State housing law. ?he primar� goal of the RHNP is to quantify each jurisdiction's responsibility for accommodating its fair share of the regional housing need. The RHNP does not address all of the local housing needs of each jurisdiction, just the share of the regional new housing consUuction need. Other local needs must also be addressed in each jurisdiction's housing element, such as housirg overpayment and overcrowding, housing preservation, a�d the housing needs of farmworkers students and other special-needs groups. Local needs may be greater than the regional need for one or more income categories. For example, higher than projected replacement housing needs, tha loss of affordable rental housing, or local employment trends not anticipated by SLOCOG may create new hdusing construction needs greater than the regional allocations. Jurisdictions should try to ensure that adequate sites and zoning are available to accommodate whichever need is the greatest within each household income category. In eddition, localt�es should provide more definition of their need numbers by detertnining housing needs by type of dwelNng unit and the housing requirements of special needs groups. The RHNP indirectly deals wiUi housing affordability by providing a starting point from which jurisdictions can ensure that adequate sites and zoning are availabte to accommodate their regional allocations for very low and bw-income households. The RHNP does not directly assess housing affordability within each jurisdiction, however. For example, the RHNP does not address the rent or mortgage payment that is effordable to households in each of the four income categories. Again, the responsibility for assessing local housing affordability rests with each jurisdiction as part of its housing element. 4. Under state law, existing zoning ordinances, policies, building standards and other land use regulations cannot be used by local jurisdictions as a justification to reduce their RHNP housing allocation targets. Govemment Code Section 65584 (d) of regional housing ailocation law states that: "(1) Except as provided in paragraph (2), any ordinance, policy, or standard of a city or county that direcNy limits, by number, the buiiding permits that may be issued for residentlal consVUCtion, or limits for a set period of time the number of buildable lots that may be developed for residential purposes, shall not be a just�cation for a determination or a reduction in the share of a city or county of the regional housing need. 7 (2) Paragraph (1) does not apply to any aty or county that imposes'a moratorium on residenUal -. ;.construction fora spec�ed pertod of time in order to pr'eserve and protecf the pubiic health and safety. If a moratorium is in effect, the city or c�unty shall, prior to a'revisbn pursuant to subdivision (c), adopt findings that specifically describe the threat to the public health and safet�r and the_reasons why construction of the number'of units specified'as Its'share of the regional � , housing need would prevent the mitigaBon of that threat' - - � . � . � ._ ., >. . � 'in! ;". � � - . ,. .._ � . .� . . : . A 1987 Atfomey General Opinion (Opinion 87 206, see Appeodix E),'conduded that the availabilily of suitable housing sites must be considered based not only upon the existing mning ordinances : and land use.,restricHons ,of the locality, but also based upon.the 'potentlal for increased residential development under attemative zoning ordlnances and land use restricdons. Cowxils of Govemments, therefore, cannot accept reductions in a local judsdiction's RHNP `housing allocaUon targets based upon existlng land use regulations that limit the availability of suitable sites to accommodate fts fair share allocation targets. - State law requfres SLOCOG to follow a set of guidelines in prepadng its regional housing need determination. Guidelines come from two primary sources: (1) HCD who sets a housing need planning target for the region, and (2) State law, which provides guidelines on how to aliocate the region's housing naed among jurisdictions (Govemment Code, Sections 65584). C� SCHEDULE The following table shows an outline of the RHNP process and the steps involved in the development of the regional housing needs plan. By Decembar 2002, at the end of the RHNP process, the SLOCOG Board is required to adopt the regional pian or HCD will design and adopt a plan for the region. The final adopted Plan will then be used by the local jurisdictions in their Housing Element update process:'Local housing elements must be adopted and cert�ed by the end of 2003. The following dates mark the major RHNA process mlestones: •December 2002 •Dec., 2007 — February, 2002 •March - July, 2002 •June — December, 2002 •December 2002 •December 2002 to Dec. 2003 •January 2001 to December 2003 Initial Allocation of Regional Need by HCD ' Regional Review of HCD assignment Preparation of Draft RHNA Plan Publlc and local review RHNA adoption The Housing Element preparatlon period for ju�isdictions Interim Planning Period' 'Jurisdictions may take credit for housing units approved or constructed during this interim pianning period, and apply the credit to their housing elements. Figure 7 RHNA Work Plan Outline And Tlmeline Steos 1-10 Step 1 November—December 2001Wanuary 2002, Consultation between HCD and SLOCOG regarding draft allocation figures. Step 2 December�lanuary 28, HCD issues determinaUon to of regional need to COG." Step 3 Fall 2001, representatives of Local Housing Committee (LHC) review allocatlon methodology and other elements of RHNP. Step 4 SLOCOG accepts HCD estimate of countywide housing need. Step 5 Preliminary Draft RHNA methodology circulated for comment among Local Housing Committee members. Step 6 SLOCOG authorizes release of draft plan for comment and forwards to HCD for review. HCD has 30 days, SLOCOG and local agencies have 90 days. Public input begins ffi this poiM with several workshops. Step 7. End of 90-day comment /appeal period by local jurisdictions. Step 8 Review of comments and appeals by SBCAG staff and TPAC. Step 9 Revised final RHNA responding to HCD and SLOCOG jurisdictions comments and/or appeals considered and adopted by SLOCOG. �1lVithin 60 Days of step 6(90 day appeal), SLOCOG acts on proposed revisions by members]. Step 10 Within 60 days SLOCOG can hear any appeais on final RHNP (includes a 30 day nodce to locai agencies). Any revisions adopted into final RHNP. Step 11 Final RHNP made available and forvvarded to HCD December 31, 2002. "This gap in the timeline is explained by the negotiations between HCD and SLOCOG regarding the RHNP estimate. On June 10, 2002, HCD responded to SLOCOG's March 14th (second) app�l for a reduced ailocation by stating that SLOCOG request for a further reducGon is denied and the 18,892 'loH/' aliocation would stand. The letter detailing the reasons behind the HCD position can be found in Appendix &5. GEOGRAPHY The local jurisdictions addressed in the RHNA process include the seven incorporated cities and the unincorporated area of the county. The following map shows the geographical relationship between these areas. Figure 2 Map of San Luis Obispo County 10 COUNTYWIDE ESTIMATE OF REGIONAL HOUSING NEEDS The Department of Housing and Community Development (HCD) is responsible for assigning regions around the state with a share of the estimated statewide housing need. In the case of the SLOCOG region, which is cotertninous with the County of San Luis Obispo, inclusive of the seven cities, the planning period is January 2001 to July 2008. The assignment of the regional total of units (22,460 —. low estimate) was initially provided by HCD in early November 2001 during a meeting HCD had with SLOCOG staff. After SLOCOG review, a response letter was sent to HCD that provided a local perspedive on thefr State growth assumptions and requested the initial allocation be substantially reduced, based on a variety'of factors (Appendix B-2). Initialiy, SLOCOG and the local jurisdicUons requested a reducHon from 22,460 units to 10,360 citing: equity issues in relationship to allocations to surrounding countles, dubious economic forecasts, resource constraints observed growth rates, local population projeclions, and ability to provide such a rapid increase in housing stock over such a short period. In response, HCD partiaily reduced the initial allocation of 22,460 to 18,892, provfding the curzent RHNA numbers as of their February response letter (Appendix B-3). However, the basis for reduction by HCD did not acknowledge any of the reasons cited by the SLOCOG appeaL In March of 2002, SLOCOG continued to negotiate with HCD wRh the sentiment that the reduced number was still well beyond the locai jurisdictions capacity to provide housing. On March 14, 2002, SLOCOG sent another letter to HCD (Appendix B-4) requesfing a reductlon of 5000 units based upon replacement need data, and migration issues related to equity and components of demographic change. On June 10, 2002, SLOCOG received a fax from HCD denying this request (Appendix B-5). The change in the regional housing need estimate is described below and summarized in the following table. HCD estimated and allocated the region's share of statewide need to San Luis Obispo County using three majorfactors. 1. The January 2001 to July 2008 household growth (18,892 units) foreseen by HCD is based on the State Depaftment of Finance forecasts that do not integrate local land use, zoning or other state regulatory policies. SLOCOG and local forecasts of 2001 addresses some of these constraints and results in a lower household growth. However, the lower SLOCOG househoid forecast was not accepted by HCD and HCD used the higher Departrnent of Finance torecast. 2. Vacant owner and renter units allowing for residential choice was revised by HCD. Initially, the HCD vacancy rate requirement target of 6% was based on a statewide average. SLOCOG argued that this was an unrealistic target as it is historically higher than San Luis Obispo County jurisdictions have experienced over the last 30 years. As a result, the vacancy requirement was reduced, to reflect a rate based on local historic trends. 3. Units potentially needed to replace housing units lost due to conversion, demolition, or natural disaster was determined by HCD to be 1,587 units. HCD uses a statewide average housing unitloss rate of .002% annually and apples it to all housing markets in the state. There is a lack of local data to determine the extent of lost units. Locai jurisdictions noted that many demolished units are replaced with one or more units thus increasing the overail housing supply. HCD respcmded that lost units are often not formally tracked and the .002% is likely lower than that experienced in the housing market. Therefore, HCD did not alter their original estimate of units lost due to conversion, demolition, or natural disaster, despite the fact that local jurisdictional surveys determined that the likely housing stock loss was closer to 587 units for the period than HCD's 1,587. HCD did make an adjustment for a discrepancy in reported group quarters vs. household data reported by SLOCOG. HCD did not lower the requested allocation based on SLOCOG's arguments about competing state policies, e.g., housing growth and coastai preservation, which affect the ability of local jurisdictions to meet state housing targets. � �U'�Y�T� The total of 18,892 units is the conservative allocation for which the SLOCOG region can plan. HCD will allow planning for a higher number of units ff the COG so desires. Additional detail on the factors that go into this calculation can be found in the Appendices 8-2 and C. 11 STATE ALLOCATION CRITERIA Once the regional aliocation is adopted the next step in the RHNA process is to allocate the countywide estimate of need to local jurisdictions. . State law requires SLOCOG to follow a set of guidelines in preparing its RHNP. Guidelines come from tuvo primary sources: (7) HCD, which sets a housing need planning target for the region; and, (2) State law, -which provides guidelines on how to allocate the regton's jurisdictions (Govemment Code, Sections 65584 et. seq.) ` ' housing need' among HCD is responsible for providing the region with its share of the estlmated statewide housing need for the period of January 1, 2001 through July 1, 2008. HCD sets forth the region's housing n�d based on employment and populaUon growth projections and changes in the housing stock (See HCD letter attached as Appendix B-2). SLOCOG is required to take into'account planning ccrtsiileretions when housing needs are allocated among jurisdictions (Govemment Code, Section 65584, Appendix D). State law does not specifically define each "planning consideration," but allows SLOCOG to deUertnine how to address each issue in the regional housing plan. The planning considerations to be included in the analysis are: •Maricet demand for housing •Type and tenure of housing •Employment opportunities •Suftable sites and public facilities •Commuting pattems •Loss of assi5ted multifamily units •Reduction of impaction •Special housing needs Market Demand: Anticipated employment and population growth are major detertninants of housing need in the region. These factors, together with demographfc measures that predict househdd fortnation, are considered as part of the estimation of market demand contribuUng to the RFiNP. This consideration is accomplished primarily through the growth forecasting process, which measures demographic and economic trends that create new jobs and population, and consequently housing need. The SLOCOG forecast uses an employment, and population forecast to determine growth over the RHNP tlme period. These forecasts were submiMed to HCD for considaration. Type and Tenure: In order to fulfill the region's housing need, type and tenure (owner or renter occupied households) must be considered. A Vacancy Need adjustment factor is built into the SLOCOG allocatlon formula to ensure that there is a vacancy balance among jurisdictions. Varying segmerNS of the population such as single persons, families with children, and retirees, requira different housing types. Housfng tenure such as rentai and owner, and a variety of housing types such as sfngle family arrcl multl-family, are all required for a healthy housing market. The housing need allpcation by income category, in general, encourages the development of a variety of housing types: high density for lower income, senior housing etc. This tevel of detail is best addressed in housing elements, reflecting needs of the locai housing market more accurately than couid be done on a regional basis. Suitab/e Sites and Public Facllifies: State law requires SLOCOG to consider the availability of suitable sites and public facilities in the regional needs determination. Aawrding to the Calffomia Attomey General (Opinion 87-206, see Appendix E), the availability of suitable sites must be based on exisling zoning ordinances and land use restrictions of a locality and on the potential for increased resider►tia/ development under attemative zoning and land use restrictions. State law also urohibits the RHNP to be ba�d on prowth control measures, except to preserve public health and welfare (Govemment Code, Sedion 65584). SLOCOG incorporates this concept through its housing projections, which fortn the primary basis for the regionai housing needs determination. 12 CommuNng Pattems: SLOCOG must also take into consideration the commutlng pattems of workers so that future housing is not placed in areas that lack the potential for sufficient infrastructure. SCOCOGs regional needs determination considers commuting pattems through its job-housing balance adjustment. In particular, household growth by income and housing type will influence trip generatlon (number), distribution (origin and destination), modal choice (auto, trdnsR, carpool, etc), assignment (which raoute is taken), and congestion for the regional arterial and hlghway network. Jurisdictions that have had above average job growth are being asked to accommodate more housing (proportlonally) than areas where housing has outpaced job creation. The ultimate goal is to help reduce the propensity for woricers to live in areas far from their jobs by providing additional housing in employment dch areas. Employment Patterns: SLOCOG considers regional, and local employment pattems as they relate to housing need through the growth forecasUng process, as described above In the sectlon, Market Demand. Local policies or events not anticipated in the regional forecast could affect local housing demantl or need, however. Loss ofAssJsted UnJts: The RHNP detertninaUon should also take into consideration the loss of housing units in assisted developments that convert to non low-income use due to subsidy expiratlon or termination of use restrictions etc. Assisted deVelopments include multifamily rental households that receive govemment assistance under an array of federal, state, and locai programs. . Avoidance of Further Impactfon: The RHNP allocation requires that jurisdictions with high concentrations of low-income households attempt to avoid further impaction. Therefore; the allocatlon of future lower income households is decreased in those jurisdictions that have a higher proportion of very low or low- income households than the countywide average. Conversely, the allocation of future bwer income households is increased in those jurisdictions that have a lower proportion of very-low and bw-income households than ihe countywide average. This assists in balancing the responsibilily for addressing the housing needs of all economic segments of the community throughout low, middle, and higher income communities. SLOCOG achieves this objective by shifting the income categories for housing need 50% toward the regional average. Special Housing Needs: The special housing needs of persons with unique housing situations, including fartn workers, fixed income, and homeless and others should also be taken into consideration. An assessment of farm workers and those who overpay for housing from previous census periods is inGuded in the RHNA allocation to address some of these issues. Unfortunately, there fs a data limitation in identifying the location and extent of persons with other special needs and they may best be addressed in the local housing elements. In addition, jurisdictions can find information on housing overcrowding and overpayment for use in updating their housing elements from the Department of Housing and Urban Development (HUD), through their Comprehensive Housing Affordability Strategy (CHAS) program. CHA3 data can be downloaded from the foliowing web site: http://webprod.aspensys.com/housing/chas/state.asp 13 APPEALS CRITERIA AND PROCESS Under State law, jurisdictions are given an opportunity to commeM on; and propose revisbns to, their share of the RHNP within 90 days of adoption. Acxording to the govemmerit code, any revision must meet the test of accepted methodology, readily available data, and be consistent with State-identified crite�ia for the RHNP. Accordingly, appeals wili not be considered by SLOCOG unless they meet the following criteria: 1. The appeal must be received within 90 days of SLOCOG Board adoption of the Draft RHNR SLOCOG strongly encourages jurisdictions intending to appeal to submit weli in advance of the deadline. 2. The appealing jurisdiction must provide evidence that: a) The RHNP methodology was incorrectly applied in determining the jurisdiction's allocation targets; or b) SLOCOG used incorrect or faulty numbers in determining their allocation targets (i.e., d'rfferent numbers than the regional growth projections adopted by the SLOCOG Board on 3/15l01). 3. Appeals must be submitted by an authorized signatory; including: • Mayor • Chair of County Board of Supervisors � • City Manager • County CFaief Administrative Officer 4. A contact pe►son must be iden�ed. This person should be able to respond to SLOCOG staff regarding the documentation pertinent to the appeal. As stated previously, under State law, existing zoning ordinances, policies, buliding standards and other land use regulations cannot be used by local juriadictions as a justifteation for a request to reduce their RHNP housing allocaHon targets. The only exceptlon is tn cases where a maatorlum on residential construction is legally imposed for a spec�ed period of time to preserve and protect the public health and safety that would constrain the projected housing need. Following the end of the 90-day revision request peFlOd, SLOCOG is required to take acUon on any requested revision within 60 days. The SLOCOG Board will hear all appeals. SLOCOG staff will make a recommendation to the Board on the technical merits of the appeal. SLOCOG may atxept Uie proposed revision, modify its earlier determination, or indicate, based upon available data and accepted planning methodology, why the proposed revision is inconsistent with the regional housing need. If the SLOCOG Board does not accept the proposed revision, then the requesting jurisdiction has 30 days to request a public hearing to review the housing allocation targets in question. SLOCOG then has 30 days to notify the requesting jurisdiction of at least one public hearing. The date established for such hearing must be wfthin 30 days foilowing this notification. If, as a. result of this process, SLOCOG accepts a proposed revision or modifies its earlier detertnination, the city or county shall use that share. If SLOCOG grants a revised allocation, it must st�ll ensure that U►e current_total regional housing need, as allocated bv Hcn �� ,s�„��i.,� proposed revision is inconsistent with the was originally determfned by SLOCOG. housing need, the city or county shall use Me share that 14 POLICY FOR RHNP REDISTRIBUTION UPON ANNEXATION OR INCORPORATION In the event of annexaUon or incorporation of new Jurisdictions durin the lannin t, X' 9 P 9 Pertod of thls RHNP, provision needs to be made for the redistribution of housing needs. The following policy establish��the condftions and process for any such redistribution: �� 1. Filing ofApplicatfon forAnnexation or incorporation `?'�'�'- Upon receipt of notice of filing from LAFCO of a proposed annexation or incorporation, the affected county will notify SLOCOG of the proposal and resulting need for a redistribution of housfng needs between the county and applicantjurisdiction. 2. Discussion with Mnexing/Incorporating City During the course of the annexation/incorporation process, the affected county will negotiate in good faith between the annexing/incorporating city and the county the RHNP allocations to be redistributed. There cannot be a net reduction in the RHNP allocaUons withfn the coun This means that the total number of housmg un�ts by income category accepted by the applicant jurisdiction, plus the remaining number of units by income category attributable to the donor county, shall not be less than the original number of units by income category originally allocated to the county by the RHNP. Other than satlstying this requirement, the affected county and annexingfincorporating city may negoUate any redistribution of housing need that is mutually acceptable. 3. SLOCOG Medfation If, after negotiating in good faith, both the affected county and annexin�ncorporating city cannot reach a mutualiy accepfable. redistribution of housing need, eRher jurisdiction may request that SLOCOG mediate the redisVibuUon of housing need. The purpose of such mediaUon will not be for SLOCOG to actually redistribute the housing need between the two affected jurisdictions, but to achieve mutualty acceptable redistribution through negotiation. If, after mediation by SLOCOG, the affected county and annexing/incorporating city still cannot reach a mutually acceptable redistributlon of housing needs, the matter wiil be referred to HCD. 4. Annexation/Incorporetion Conditions The affected county and the annexinglincorporating city will joinUy draft conditions covering the transfer of � RHNP allocations from the county to the annexing/incorporating city. The affected county will request that the RHNP conditions are included in the LAFCO resolution approving the annexatioMncoryoration. 5. LAFCO Imposition of Conditions LAFCO imposes the proposed RHNP conditions in the resolution approving the annexation and/or incorporation. 6. Transfer of RHNA Allocations RHNP ailocations wiil be transferred from the county to the city as specified in the LAFCO resolution. 7. Housing Elements 7a. County Housing Element The county's Housing Element should describe assumptions, conditions, and implications of any change in RHNP assumptions resulting from an annexationfincorporation. Following the effedlve date of an approved annexation/incorporation, the county may amend its Housing Element to reflect the change in RHNP aliocations. 7b. City Housing Element Amendment (annexation) � If the annexation and accompanying redistribution of RHNP allocations between aifected jurisdictions occurs after the statutory housing element amendments have been adopted,`any city general plan amendment accompanying an annexation must include amendment of the citys housing elemehf to reflect that change. �>�. -, 15 ,.-_ � � � � � ,,- ;,. 7c. City Housing Element (incorporation) " If the incorporation and accompanying redistribution of RHNP allocations between affected jurisdictions occurs after the, statutory housing element amendments have been adopted, the,new city wi11 include the RHNP transfer in the housing element adopted for the new community. 8. State HCD Review The transfer of RHNP allocations for annexations or incorporations pursuant to this policy is subject to the review and approval of HCD prior to the implementing action. , Figure 3 METHOD OF ALLOCATING REGIONAL HOUSING NEEDS TO LOCAL JURISDICTIONS The countywide allocation of need is based on three primary steps. The following diagram provides a general description; 13,892 Units Total RegionalNeed Step 1 ,10,608 Units Allocated to jurisdictions based on SLOCOG Job and Growth Forecast ( 7�"� year period ) Step 2 3,284 Units Allocated to jurisdiccti�ons usirn� Vacancy Need Step 3 Housing units - by income level - allocated to prevent concentrations of very low and low income residents. The total regional allocation = the housing unit growth from the SLOCOG Growth Forecast 2000 over the 7.5 year RHNA period + housing units ailocated to adjust for jobs-housing balance. .This aUocation for each jurisdidion is then disVibuted by income level so an attempt is made to reduce the concentradon for areas having a high proportion of low or very low income. The first step is an allocation of housing growth based on the regional growth forecasts, which used the State of Calffomia's Em lo ment Develo ment De artrnent EDD b data and the S�� D nt of the planning factors, such as market demand for housing; employment opportunitieS, suitable sites, public facilities, and commuting pattems. See Appendix C. 16 The remaining 3,284 housing units are allocated in the second step (vacancy housing adjustrnent). This" adjustrnent Is based on vacancy rate to address both demand and mobility in the housing market. WeighUng factors, or multipliers, are applied to provide emphasis on individual criteria. For example, employment is emphasized with a higher multiplier, so areas with the more employment growth since 1990 are allocated more housing. Areas with a higher vacancy rate should benefit as this factor is subtraded from the total.', , . .; • ;- .,- The third step (income distribution adjustment) attempts to make adjustments to avoid further impaction in the concentration of very-low and low-income residents. Areas with higher than a4erage coricentratlons of very-low and low-income residents are assigned more moderate and above moderate-income househoids. Conversely, areas with more above moderate-income residents are assigned more low and very low- income households. The income levels vary throughout the county as the following table shows. Table 2 . Household Income Distribution _ � The purpose of this step is to try and moderate this discrepancy to some degree. The four income category definitions used in the RHNA process are based on definitions established by the U.S. Department of Housing and Urban Development (HUD) and State of Califomia for use in their assisted housing programs. Income limits are adjusted for household and family size so that larger families have higher income limits. The income categories are defined as follows: "Area median," as defined in federal law and HUD regulations, is the higher of: 1) The metropolitan area or non-metropolitan county median family income ($50,200 in SLO County — 2001); or 2) The statewide non-metropolitan median family income ($38 for 2001). 17 The San Luis Obispo region's median family income is $50,200 so therefor #1 applies in this area. Verv Low Income - up to 50% of the area median family income with edjustments for unusually hfgh or low area income or housing costs and household size. Low Income - between the very low-income limk and 80�0 of the area median famfly income with adjustrnents for unusually high or low area income or housing costs and household size: `-' - Moderate Income - between the low-income limk and 120% of the area median family income with adjustrnents for unusually high or low area income or housing costs and household size. Above Moderate Income - exceeding the moderate income limk adjusted for household size. The 2000 Census income data at the place level is being incorporated into SLOCOG's'RHNP. Income data is available for persons, families, and groups of unrelated persons living together. Percepita fn�me data is not useful for this purpose since this information reflects income for an individual, induding young children. Family income data is more useful, but ignores a large segment of the population that is living together, but unrelated by blood or marriage. Household income data is used because it reflects the largest population in the housing market. The median household income in San Luis Obispo County in 2001 was $50,200. Applying the income ranges to the median income results in the following distribution of household income groups: Table 3 SAN LUIS OBISPO COUNTY Area Median Income t20011• f50.200 Family Size STANDARD 1 2 3 4 5 6 7 Very low income 17,550 20,100 22,600 25,100 27,100 29,100 31,100 33,150 Lower income " 28,100 32,150 36,150 40,150 43,350 46,600 49,800 53,000 Median income 35,150 40,150 45,200 50,200 54,200 58,250 62,250 66,250 Moderate income 42,200 48,200 54,250 60,250 65,050 69,900 74,700 79,550 Higher income limits apply to families with more than eight persons. For all income groups, the income Ilmits Tor famflies larger than eight persons are detertnined as foibws: for each person in excess of elght, add e(ghf percent of the Tour-person inoome limit base to the eight-person Ifmit, and round the answer to the nearest $50. 18 Table 5 Tabfe 6 _ Ineome Diatributlon byHouse Very low Low 20% 19% 19% • Census200Q lerate , � _ Tatals 1�76 etli 24% 16% 159G 45% 10076 06 0 35% 17% 16% 32% 100% ninco ortled 18% 15% 19% IB% 100% Total 13% 16% 18% 43% tpp% 19 Table 4 . San Luis Obispo Council of Governments Draft Regional Housing Needs Plan Appendices �uiy 2002 1150 Osos St. Suite 202, San Luis Obispo, CA 93401 ♦ Tel. (SOS) 781-4219 ♦ Fax (805) 781-5703 E-mail: slocog@slonet.org . ♦ Internet http://www.slonet.org/—ipsiocog SLOCOG REGIONAL HOUSING NEEDS PLAN Appendices - Table of Contents JULY 2002 A-Original Regional Housing Needs ...................................................... ......................................:... 2 B- SLOCOG-HCD Correspondences ............................................................................................... 3 B-1- SLOCOG letter requesting reduction ............................................................................3 8-2- HCD response and attachments .................................................................................. 8 &3- SLOCOG 2 nd letter requesting further reduction ...........................................................28 B-4- HCD response .................................................................................:............................ 32 C- HCD Allocation Methodology ........................... :.........................................................................36 D- State Law Goveming Housing Elements and Regional Housing Needs ......................................44 E- 1987 Attorney General Opinion 87-206 ....................................................................................... 54 APPENDICES SLOCOG REGIONAL HOUSING NEEDS PLAN ' JULY 2002 Appendix A Origlnal HCD Housing Need Allocation'to SLOCOG Region - I �- . � � � ._ �-° _- g � .� � . _ �� . ��_ P 3 � �� x . � =� , . �. � .�� 0 � � �� g s g� � � � �� ;` � � �� ,� � ' N � APPE2 DICES � : �� _ �� a i ° � � � E. � € � �� ; - , . TQINt P.B2 � . SLOCOG REGiONAL HOUSING NEEDS PLAN Aunendix B SLOCOG — HCD Correspondence endix 61 SLOCOG - 1' letter to HCD. Date: January 9, 2002 JULY 2002 ,;, : � CALIFORNIA DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT Division of Housing Policy Development 1800 Thfrd Street, Suite 430 P. O. Box 952053 Sacramento, CA 94252-2053 SubJect: Response to Draft Regional Housing Need for San Luis Obispo County DearLinda Wheaton, The purpose of this letter is to request a reduction in the regional housing need idenUfied by your agency for the San Luis Obispo region from the 22,460 indicated in your draft allocation to 10,360 housing units based upon growth trends that are probable for our county in the near future. This SLOCOG proposed number was calculated by using our projected growth increase from a populaUon of 253,399 in 2001 to 279,299 by 2008, and dividing by the HCD determined 2.5 persons per household for the county. We believe this revised number is a more realistic target and dces not attempt to recover the detick in housing stock that has accrued over decades during a single 7-year cycle. " believes our county is receiving an County AMBAG (Origimal HCD proposal June 2000) AMBAG (Current HCD proposal Aug 2001) Santa Cruz Monterey Santa Barbare CAG (HCD proposal) Venture (Adopted) Combined (AMBAG/SBCAGNentura) sad July 1, 2000 Ratlo of Housing Units Population to Populallon 44,766 - 23,130 13,318 9,812 19,783 19,734 62,847 sss,otio=`. ` 668.000 259,300 408,700 408,100 765,300 1,839.400 8.7096 3.50% 5.1 % 2.4°h 4.9% 2.6% 3.4N. �rvn� �wu �v neanv rour nmes as manv untts uer ca�ita as anv other c�astal countv! There is no rationale for such a burden to be placed upon the SLOCOG region when areas with far more jobs, roads, schools, and other infrastructure are being asked to contribute significantly smalier proportions of the new units needed in the State to address the housing crisis. APPE3 DICES SLOCOG REGIONAL HOUSING NEEDS PLAN JULY 2002 SLOCOG recognizes the severity of the lack of housing optlons in the region"and the ramifications of not providing sufficient housing choices. It is one of the foremost problems faced by resldents, planners, businesses attempting to attract wdrkers, and those wishing to move into the area. In many areas: rents are exorbitantly high; home prices are out of the range of all but the wealthiest buyers; families are dedicating up to half of their incomes to housing; and workers are forced to live farther and farther`away from job opportunities. The remedy to the problem does not lie in a single 7-year housing cyGe and must be approached from a comprehensive set of policies and practices which take into account not only providing for an increase in the housing stock; but also improving land-use planning poficies and practices; developing new job location pattems, and supporting economic growth and more elfecUve transportation policies and systems. The Draft allocation provided by HCD seeking to accommodate 22,460 new housing units by Juy 2008, is overly ambitious and exVemely unreatistic. The increase of 25�o housing stock over the 7-year cycie would: • Be inequitable in comparison with other coastal counfies. • Create substantial harm in the arenas of congested roadways and crowded schools. • Worsen air and water qualiUes, • Increase demand on already limited water supplies. � Proposed Basis for a Reduction of HCD's Dreft Allocation SLOCOG understands that our response is required to address the nature of the HCD projection and not focus on resource limitations. Therefore, we request HCD consider the following eight factors: 1. E°uitv: The SLOCOG region has the fewest number of jobs and population of any Central Coast county yet is being asked to absorb the single highest level of increase in housing unks. This is not only unfair, but is contrary to every pianning principle designed to prepare for growth in an incremental and well-designed manner. 2. Limited Economic Changes: No foreseeable and significant rapid economic or demographic changes are likery to occur in the county to precipitate an annual growth rate approaching the HCD and DOF projections. Growth rates wouid need to double from the past decade's 1.3% rate of growth to 2.6% and steadily remain at that level in order to realize the HCD adopted projectlon. Historical data does not reflect growth rates achieving (let alone maintaining) such high levels of expansive acHvity. 3. Conflicting Economic Forecasts: The detailed population forecasts conducted annually by UCSB Economic Forecast indicates, for each of the recent years, grow[h rates of about 1% per year - well below the HCD and DOF projection of 2.6% annual rates for each of the next 7 years. 20-year records indicate the region has never grown at the rate anticipated in the preliminary HCD need estlmates. The UCSB Economic Forecast reports a 1.6% countywide growth rate from 2000.2001. There would have to be significant changes in job growth for the county to increase to an annual rate even approaching the 2.6% projection — a rate not supported by state or national economic forecasts. 4. Source of Data for Household Forecasts: According to the RHND for the Association of Bay Area Govemments, ABAG was allowed to use its own forecast of households for the end period, not DOF projections. ABAG's forecast includes assumptions associated with demographic change, the availability of housing supply, personal income, rising housing prices and other factors. Our estimates are based upon the most current and appropriate infortnation. 5. Inconsistent Baseline Proiections: HCD used a 30-year population growth baseline to project San Luis Obispo Count�s baseline for estimating population growth. ABAG, SCAG, SANDAG and SACOG did not ali have 30-year baseline projections from 1970-2000. SACOG uses current housing stock and APPE4 DICES SLOCOG REGIONAL HOUSING NEEDS PLAN projects forward based upon input from member jurisdictions regarding persons per household data. When jurisdictions did not provide that data, SACOG used a 10.year baseline projection based on observed growth rates. This is precisely the methodology that SLOCOG has employed and HCD.has atready approved the SACOG RHNP. ABAG used data for their projections with input from as far.back as 25 years, but this was to proj�ct forvvard another 25 years. After consultlng with demographers and senior level planners from ABAG, two points are worth noting: ;; •,;�,;: When projecting long-term forecasts, it makes sense to use a longer baseline dataset , However, • when looking at likely trends for the next 7 years, looking back 30 is not very helpful due`to the dynamics of growth and change in the area - especially when the explosNre growtl� of the�mid- seventies and mid-eighties is included (a time when the differential between ma►lcet rates for housing here was well below that in the LA or Bay Area markets). ABAG demographers (Brfan Kirking) agree that using a ten-year trend line is much more applicable to a 7 yearprojecUon than a 30.year trend. • In areas where the dynamics of economy and populations have been madced and noteworthy, just looking at the recent trend is not a very useful tool due to the potential for fluctuatlons in growth pattems. However, when an area is stable and has observed minimal fluctuatloris In growth rates,� as San Luis Obispo County has been, it is more useful to use recent trends. 6. Observed Growth Rates: The following table demonstrates the difference between the most recent two decades in terms of population growth in the region. The 1980's witnessed anywhere from a two to a four-fold in�rease in growth rates when compared to the nineUes. Based upon job creatlon, economic stability, and opportunities for procuring housing, even if many more units are constn�cted in an "unconstrained model", there is no evidence that growth rates will approach levels projected by DOF and HCD. Arroy6 Grende Atascadero Grover Beach Morro Bay Paso Robles Pismo Beach SLO City SLO CounN DOF Estimate 1980 11,100 15,850 8,775 9,050 9,100 5,300 34,150 60,775 JULY;2002 DOF Estimate Ave personsfyr DOF Estimate pye persons/yr 1990 2000 - 14,215 22,876 11,615 9,379 18,529 7,625 40,478 90,116 2.40% 311/yr 3.14% 702/yr 2.27% 284/yr 0.51 % 34tyr 7.59% 943/yr 3.14% 233/yr 1.30% 633/yr 1.30% 2.934/vr 16,426 1.56% 221/yr 25,788 1.27% 292/yr 12.767 0.99°k 116/yr 9.961 0.64% 80/yr 22.922 8,629 43,027 2.37°h 439/yr I'^ 1.32% 100/y� . I . 0.63% 255lyr 7.72% 1.554/vr 7. Housina Element Com�liance has had no bearina on Growth Rates: HCD staff has expressed concems that usmg 7990's data, as SLOCOG has, to project trends into the coming housing cyde, is flawed due to the fact that oniy 3 of the 8 housing elements were deemed by the State agency to : be in compliance. HCD assumes that without complying with State regulations to update general plan housing and land-use elements, jurisdictions have not planned for adequate housing and therefore levels of growth have been artificially constrained due to non-compliance. This assurr�es that Housing Element compliance is a primary contributor to the rate of growth. Using the table above and the Housing Element compiiance information below, it is plain to see that no such correlatfon exists.• �For APPES DICES SLOCOG REGIONAL HOUSING NEEDS PLAN JULY 2002 example, the cities of Paso Robles and Atascadero have been the centers of residgntial and population growth in the region, yet neither has a Housing Element that HCD deems 'in compliancs.° Furthertnore, Grover Beach and Morro Bay, two cities deemed °in compifance' by HCD, have experienced the lowest rates of growth of any jurisdiction in the County. '' HCD's current list of Housing Elements for San Luis Obispo County— (November 2001, source: hB�J/housina.hcd.ca aovn - --- - -- YO GRANDE ...................... DRAFT....................09HSH994:.............OUT ATASCADERO ..........................:.. ADOPTED ..............11/08/1994..............OUT GROVER BEACH ......................... ADOPTED ..............11/02H 993..............IN MORRO BAY ................................ ADOPTED ..............07/31/1995..............IN PASO ROBLES ............................. ADOPTED ..............04/07H 995 ..............OUT PISMO BEACH ............................. ADOPTED ..............04H3/1993..............OUT SAN LUIS OBISPO ....................... ADOPTED ..............02/O6H 995..............OUT SAN LUIS OBISPO CO ................. ADOPTED ..............09/15/1993..............IN 8. Other Factors: In addition to the above listed rationale the following points are noted regarding projections for housing demand in the SLOCOG Region: • Some of the job growth consists of home-based occupations and seif-employed workers. These jobs don't generate additional housing demand and should not be counted toward the housing need figure. For example, San Luis Obispo City business tax records show that 6,181 business tax certificates were issued in 2000, and 7,443 issued in 2001, an increase of 1, 262 pertnits or 20 percent. Eight percent of this growth consists of home-based businesses. The RHNA demand estimated for the period from January 1, 1991 to July 1, 1997 forthe City of San Luis Obispo was 5,128 units, or 684 units per year. The city estimated actual need for 1994-1999, based on economic, land suitability and pubiic services factors was 1,216 units, or 243 units per year. The actuai number of units built during the period was 590 dwellings, or 118 units per year. Between 1986 and 1990 — a fairly typical period in tertns of economic and development a�tivity — the City of San Luis Obispo approved 668 new dweliings, an annual average of 134 units. Residentlal growth limits, in effect during this period, would have allowed many times that amount. • Between 1980 and 2001, the City of San Luis Obispo population increased from 34,252 to 44,613, an annual average increase of 493 persons. Population growth from 2001-08 will be constrained by economic and resource limitations. At an average household size of 2.27 persons per household, that would translate into a need of about 217 units per year. • The counties of Santa Cruz (13,318), Monterey (9,812), Santa Barbara (19,783) and Ventura (21,545), all coastal counties with large retirement populations have RHNA numbers well below San Luis Obispo County 22,460. All counties are significanUy larger and more urbanized than SLO County with higher overall population growth rates. Why should their housing need figures be lower than for the SLOCOG region? Compiiance with the preliminary Regional Housing Needs Assessment (RHNA) numbers proposed by HCD wouid be in direct conflict with legally established parameters regarding the conte�t and adminisVation of General Plans, developed in accordance with existing State laws. In addition, directives from other state agencies such as the Califomia Coastal Commission, the State's Ftegional Water Quality Control Board, and other limitations imposed by the State Department of Fish and Game and the Environmental Protection Agency preclude compliance with the expiosive housing production that HCD is seeking for the SLOCOG region. ironically, state housing laws intended to regulate where and how APPES DICES SLOCOG REGIONAL HOUSING NEEDS PLAN JULY .2002 govemments encourage housing are contrary to ,development at the 'level of the :proposed RHNA presented by your agency. It would compel our member. ju�isdictions to adopt housing elements that cannot possibly meet statewide planning and environmental. polictes, nor do the jurisdictions have the resources necessary for such compliance. , _ , Thank We stron - - _ _ you for your attenUon to this matter., gly believe the estlmates for populatlon and job growth — and the resukant proposed number`of `needed' housing" units estimated by your agency, far exceed the anticipated demand and the capabflity of local jurisdictlons to serve such growth. k is our intention to conUnue working closely with our member jurisdictfons in this process;• Fwwever, R becomes increasingly difficuft if the anticipated housing demand for the_ region is �tia"sed upon inflated estlmates of populaBon and job growth. Without "reasonable" baseline esUmates, at the January 9, 2002 rtbetlng, the San Luis Obispo Council of GovemmenYs Board opposed adopting a housfng growth plan that is desHned fo fail due to the extreme nature of the increase in housing, is inequitable compared � a4har counties, and is contrery to state-mandated requirements. Should you have any questions or aoncems, please feel free to contact Peter Brown at (805) 78&2104. Sincerely, Dave Elliott, Pr�sident San Luis Obispo Council of Govemments c. SLOCOG Board State Senator Jack O'Connell Assemblyman Abel Maldonado APPE� DICES SLOCOG REGIONAL HOUSING NEEDS PLAN Apoendix B SLOCOG — HCD Correspondences JULY 2002 Appendix B-2 HCD Response to SLOCOG's -1� letter to HCD �,,... _ DEPARTMBKI' OF HOUSING ANb a. MMUIVITy�DgVEyppMgpq• Dlviafon otHousing Policy Devdopmeot y p+� y_ P 0.!s 9SIOflAi1.1D . � � .. � � ' .. JwOm.G MSY1Mf � � . . Ol�lii � . � .. . . � 01�321-]W Febniary 14. 2002 Mr. Dave Elliott, President - San Luis Qbiapo Counci] of Govemments 1150 Osos St., Suite 202 San Luia Obispo, Califomia 93401 Dear Mr. Elliott: RE: Regional Housing Needs Deternilnallon SENl' BY FAX 805/781-5703 FEB 2 2 20�2 As you ]mow, your organization plays an important role in working with State azid local Bovernment�in coordinatlng housing plenning for San Luis Obispo Cwnty. As you have iwted, "the Imk of housing options in the region, and the iamificationa of not providing sufficient housing choices, is one of the fonmost problems faced by rosidents, �lanners, . businesses attempting to attract workers, and those wishing to move. to the aiees." GovemmenL Code Sxtion 65554'requires the Depanment of Housing and �Community Development (HCD) tp provide its determination of the county's shere of the State's existing and projxted Fwuaing needs ro the San Luis Obispo Council of Govemments (SLOCOG). � - In the process of determining your rogion's need, we have conducted outreach and consulrod with repnsentatives hom your organization to implement this pracess since May of 2001. According to your staff, your organization has implemented significant portions of the tasks involved in preparing its regionsl housing needs plan (RFINp), qs described in the Appendix of this ]eKer, we have considerod SIACOG's written submission received January 14, 2002. Thia lener truismits HCD's detelmination of minimum nced for preparing a new ReBonal Housing Nads Plan (RHNP) for use in updating the housing elements of each general plan within the county�(see Attachment n. In this process, we were advised by Professor Paul Ong of UCLA's Lewis Centv for Regional Policy Studies. , . . Purpose of Regional Housing Nced Determinatlon — 7'he� RHNP is to provide pcojecced houaing nced planning data, including the regional housing needs detemiination, for use by all jurisdictions within the county for housing dement updates. As a msult of legislation enacted wi[hin the last year (Chapter g5, Statutes of 2001), housing elements within your reAon ate to �be updated by December 3I, 2003; the final RFIIVP is to be available by December 31, 2002. Each housing element must domonstrate sites for residential development capacity at least equivalent to lhe projected housing neW identified in the RHNP at development standerds accommpdating a variety of types of housing for all income levels. - � ' 1N/021env from Dave E1Iio��, SLOCOG President, to HCD, received 1/14/02. APPEB DICES SLOCOG REGIONAL HOUSING NEEDS PLAN JULY 2002 Mr. Dave Hliott, President Page 2 The allocation covers the period from January 1. 7A01 through the end of the.�xt houeing ., element plmming cycle (June. 2008). At the dme of p�epacation of each of their indivi�al housing elements, jurisd9cdons may mduce their allocalion by net anits devdoped during the interim peciod (i.e.. January 1, 2001 until the da[e of housing element pieparation). 17�e i�xome group distribution of the housing nced is provided hae ro accoaunodate the stamtory provisians fa housing elements to plan for a mix of housing types serving atl income levds. San Luis Obispo County's tight housing market, which in recent years has seen median ►pme pricea rise to well above the statewide medien end rental occupancy races appros�h 100 petcent � underscores tfie critical need for planning to increase housing supplies to �commodete.the County's growth, As you have noted, "in many areas, xents are exhorp�tanUy high; home prices aze out of the range of all but the wealthiest buyers; famiGes are dedicating up to half of their incomes to housing; and workers are forced to live faNSer end fazther away from job opportunidas.•• , 'ILe State's critical need for increasing its housing supply is ut forth in stamte by the Legislature, and represented in the Statewide Housing P1an Update "Raisina ihe Roof Cslifom;, Hnu'no Proiections 1997 — 2020." Numwous other recent indicatms of housing conditions undetscaze the importance of increasing your housing supply. The State's population growth during this decade is projected to exceed that of the 1990s, as wimessed by the U.S. Census Bureau's recent estimate that Ca1ifomia's population since Census 2000 accounts for almost onofikh of the nation's growth. HCD Determination ot Reetonal Housine Nced — Attachment i indicates the "I.ow" and "Middle" portions of a range of altemative projxtions of hausing nced fot the counry. As described in the att�hmrnts, this range incorporates historical rates of household famation, ag„ 1990 vs. 2000. The "Middle" option is genttally recommended for use in yout RHNP. '17�e "I.ow" altemative is presented in recog�ition of the difficulty of increasing housing capacity in tight housing markeu in the short tam, and is our detemtination of the minimum houaing nad that must be plenned for by jurisdictions in the counry within the planning period.'17ie RHNP may include a regional housing need figure cither between the two altemauves of Attachment I or exceeding the "Middte" altemativa The detetmination in Attachment I is the culmination of consultation between HCD and the SIACOG, consultation that included an RHNA Orientauon Workshop at UC Davis on September 7, 2001. 7'he workshop included a presentation by Mary Heim of the Department of P'ina�e's (DOF� Demographic Research Unit addressing population issues and the methodology used to esdmate and project populadon and housing. '"$an Lws Obispo County Eco�romic Outlook 2002, ", UCSB Economic Forecast Project, November 2001. � 19lQ2 ktta fro HCD fiom Dave Elliott, page 2. APPE9 DICES SLOCOG REGIONAL HOUSING NEEDS PLAN JULY 2002 Mr. Dave Elliott, President � Page 3 As you }aow, beginning in November 2001 we have mviewed a d[aft regional housing nxd with' representatives from your organization. I)u[ing these pieseneations 'and consultations, we distributed and discussed the epplication of the regionai housing needs in housing element updatee and also the methodology used in projecting haising needs, for which copiea of the cakulaeons. and methodology are included as Attaciunents III and N. The altanatives on Auachment I diffa from the dreft we discussed in November because of modifications we made baud u�m f�dbaCk we ra:eived during tho consultation process. As provided in Govemment Code Sxtion 65584, we have modified our draft deterntination considering the population forecasts that your staff seys will be used for transportation planning. It is important to keep in mind that the RHNP is not a forecast of residential boilding permit activity. The fact that the projceted need significendy ezceeds recent levels of residential building pertnit activiry attests to the need for a significanUy higher Ievel of residential conetruction relative [o population growth. ' . Deveiopment of the Reglonal Housing Needs Plan — The workplan schedu]e for preparsrion of the RHNP by }rour COG is included in Attachment II. SIACOG's allwation of tho housing need among jurisdictions is , to be detemvned by SIACOG's planning process, and must considcr the stamtory factois of employment opportuniries, commuting pattems, type and tenure of housing need, markeC demand, avai]abi)ity of suitable sites and public facilities, the loss of affordability of assisted housing units, and Ne housing needs of farmworkcrs (these criteria are listed in Attachment). In allocating the ha�sing need among jurisdictions, entities should be aware tliat it may be nxessary for jurisdictions to rezone additiona! rosidentiai devolopment capacity to accommodate their allocation of the regional need.� Where applicable, a list of HUD-assisted units is included as Attachment VI for consideration of the loss of affordable units. Each RHNP is ro allceate the housing nced among the member jurisdictions to reduce the concentration of lower-income households in juriadictions that have disproportionately high proportions of lower-income households. We will fonvard additlonal technical assistance infomiation on calculation of income distributions for your jurisdictions. Note that planning for fazmworker housing needs is a topic where housing olements are requircd to include more specific infoimation than in the past. HCD will forward a farmworker data summary to you in Februazy. In Uie meantime, you can �cess data on ihe farmworker populaHon in your coun[y from the following website: http://migration.ucdavis.edu/rmn/rural_data/housing/housing.hunl. If SIACOG desires flexibility other than the ability to redistribute housing need alloca6ons among jurisdictions in response to lceal govemment requests for revisions in the a!lowed 90-day period, the Draft RHNP should begin with a reAonal allocation excceding the "Low" altemative Atwmey General Opinion. 87-206. September 29, 1987 APPEN�DICES SLOCOG REGIONAL HOUSING NEEDS PLAN Mr. Dave Elliott, Pcesident � Page 4 JULY 2002 of Attachmrnt I. 71�e amount, as well as the income distributio�, of the egg�� n �� n � must be maintained at not less than the `Y.ow" totel for the FinalltHNp. 1f thhere is poten6al for i�ocpa�ation of new cidea or fa anneacations to occur witf�n the plamring period that would affect the allocations emong-juriadiction,s, we encoureg�'indusion of s pcovision within the RHNP thet would govern any allocation hansfers. Such e Poliey should ��+Po+� criteria consistent with I.AFCO policies, snd involve s I.AFCO rept�e�taGve from Your county. An example of such an.optiona� pulicy is included as Anachment V: this can y� modified as desired to accommodate concems parUCUlar to circumstances in your county during the planning dme frame. Absent such aPP+��ed Pulicies within the RHNP, a�y pi�p� allocation trspsfera during the planning period would be ieatr��ted to the pruvis;ong of Govemment Code Sec6on 65584(cx5). • -- �oroval of R�P bv HCp _ gl,pCpG �B reqw� �$ubpvt to HCD the asaumpGo�s and methodology on which the RHNp is based, and to make them available toathe af(ected �oca� govemments. In aaordance with Govemment Code Section 65584(a). HCD will determi�u wiUtin 30 days of receipt of the SIACOG Dra}Z RH��p. whether the plan is consiste,nt with the Statewido housing need. The tota] regional housing need. by income distribudon. muat be maintained in the final adopGon of the Plan, qt tho time you submit a copy of your Dnft R]�Tp to us for review, please also include the planned schedaie for completing the RFIIVp proc�ss. We are pleased to further discuss development and implementation of SLOCOG's g[�IIVp, �f you have other questions or concems regarding the pmcess, then p7ease contact qther, �n� q�aton at (916) 327-2642 or Karen Westmont at (916) 445-7507. We look forward to continuing to �°oPe�a�e with SLOCOG in its development of the housing needs p�an. Sincerely, ��' LG�� Cathy Creswell Deputy Director Attachments cc: Ronald De Carli, Executive Director APPENDICES SLOCOG REG�ONAI HOUSING NEEDS PLAN ,, i JULY 2002 Aonendix _ Responses co SLOCOG Request for Reduction in Consultatlon Draft Re�onal Housfng Need Dete�a�o SLOCOG has requested a reduction in HCD's preliminary determination to "10,360 housing wuts, bascd upon growth trends that are probable for (Ssn Luis Obispo) Counry in tLe �r future", and also proposes certain rationale for the reduction. HCD cannot accept SI,OCOC,'s proposed detemrination, as it is not based on acceptayk methodp�ogy. We have, however, modified some of our calculation factors, which reduced our preliminary d��etmina6on as described below. Adiusunent for Proiected Population Differential The statute provides that HCD is to make its deuimination of the County's housing nad "based upon population projections produced by the Departrnent of Finance and regional pc�pulation forecasts used in preparing regional vansporta6on plans, and in consultatiop with e6e CpG,� We have adjusted the calculation for the lower population forecast reported by SLOCOG to be used in mgional hansportation planning as indicated on Attachment IIia. Vacancv Allowance In calculating the consultation draft detemrinaGon, HCD had applied rental and owner vacancy allowances capped at the median observed as of Census 2000 among Ne subject counties. As noted-in our letter and in Attachment IIIa, we have modified the vacancy sllowance foT the "I.ow" alternative to instead allow the 1990 — 2000 average of the vacancy rate for both owner and antal housing. Thus, the attached "Low" alternative incorporates a lower vacancy ellowance for rental housing as SLOCOG has requested, and also includes a lower vacancy allowance for owner housing. Methodoloev Differences The methodology proposed by SLOCOG to forecast housing need for the county is inconsistent with the methodology applicablc to projection of housing need at the regionel level and with that used in this process, as is described in the Methodology description of Attachment II. SLOCOG first proposes the selection of a rate of growth and applies a person per household rate. SIACOG then compounds the crudeness of its population prediction by applying to a small portion of the population a rate that is only appropriately applied to the whole populadon. SIACOG looks only at the increment of growth when it applies a derived rate of household fortnation. If we were to use this crude method of SLOCOG's populadon forecast for 2008 o.f 279,299, tl�m SLOCOG's forecast would have 111,720 households and the RHNA nced would be 21,006. It is not merely the amount of population gowth that drives housing need, however. Merely divi�ng projected population growth by an average household siu as proposed by SIACOG dces not incorporate the demographic components that drive household farnnation, which include age, sex, and ethnicity. [n addition, SIACOG's proposal inc(udes no vacancy allowancx. In the cohort method used by DOF, aclual rates of household formation (headahip rates) are app6dd to components of each County's population to then project household growth. 100 people of different ages and ethnicity do not exhibit equivalent housing consumption pattems. For example, given two counties with the same amount of projected population growth, one with a � Govemment Code Sa[ion 65584(a). APPENDICES SLOCOG REGIONAL HOUSING NEEDS PLAN JULY 2002 high proportion of nti7ed white couples in their 60's will generally have higher rates of housuig unit domand then one with a higher proportion of single femsle heads of household with children. These demographic characteristics also indiiectly incorpoiace the influence of i�Kwme, which is a factor in household fmma6on affecting rate of homeownerahip and We i�cidenc� of rendng; homeownership and iental rates also vary by county. Other Issues Iteised: Non-Compsrabilitv of RFINAs across counties and across dme• For sevaal reasons, projected housing needs vary betwcen cou�bes, and do not incoipoiate a constant mlationship relative to total popula8on siu, as is proposed by SLOCOG. The demogaphic composition of population and essceiated growth and housing conswnpdon diffe�a by county. A lazge share of San Luis Obispo county's populatlon growth has bce� migradon� �e County includes a reladvely smalier share of Hispanic population then other California camtiea. Rela6vely less populous areas with growing econotnies may well outpace housing demand;n neighboring, moic populous areas. Further, since regiona] housing need detdminati�e are qi staggeied timelines and neighboring counties are in different councils of govemments, tl� dua and comparative consultation processes also diffec In cases where a COG•s prujectiooa equsi m excced those of DOF and HCD (as occumd in some of some prior CpGs) th� CpC,�$ pro��b�� whjch may have been amved at on a different basis, is accepted. Baseline Issue It appears that SLOCOG misunderstood how a 30-year period (the decades of the 1970s, 1980, and 1990s) waz used by HCD — it was used not to project the populetion growth, but to aasess whether or not the implicit growth rates of DOF's projected population growth for 2010 had been observed al some point during this period. As described in the Methodology Attachment IV, made available to SLOCOG in November, the projected household growth waz calculated using household formation rates as of the two most recent Censuses_(1990 and 2000), thus the last 20 yeazs, and an eztrapolation of the ve�, The assessment of the implicit population growth rates of the next decade to last three dec�es indicated that the County's growth rates in each decade, beginning with the 1970s, was 3.9396, 3.40%, and 1.13%, compared to an implicit 2.6296 for the nezt decade. Our assessment of the three decades verified that the County population growth rste was abnotmslly low dming ihe 1990s, and that DOFs implicit projected growth rate is well below the previous rates observed in the 1970 and 1980s. RelaGonshin of Growth Rates and ener Planc We have not proposed that housing element compliance is responsible for driving 1he county's gowth rate as asserted by SLOCOG. The lack of updated ]and use plens, including entim general plans, as well as housing elements, do affcet the County's ability to accommodate growth. For ezample, according to OPR, at ]east of the 8 jurisdictlons within the County have general plans that have not been updated in moro than 10 yea�. I.ocal general plan po�icie,y do not override roquirements of state law to update general plans and pousing elements to accommodate growth. ` Stnte otGlifmnia, Depanmenl of Fnanee, Demogaphic Research Uni4 Revised Historical Coun(y ��•�+�� Rc��mat� and Comoonems of CAan¢e lulv 1�ao�-� �; Sattamento, CA, June 200L .. 2 APPENDICES SLOCOG REGIONAL HOUSING NEEDS PLAN I . 1 Caastraints W Gtocvth SI�OCOG has pioposed that econamic and ��tatioas wiD � g�o�rlh. 1Le �A P� is fo� an the �� 6outing shoald be plaaned for the P�J� pop�lazi�. - �8 ��odue giow�h, far whic6 the RHNA is Fo 6e uxd, . - $m�mrnts Lo rnaridv md 6alaooe o�og o�j��: �� 8 �+Y �8 �nl esrate ad employmmt aqivity ID�om� yea� 1Lae omapans bolatc 6oaamB demand. Sm I.ms 06ispo Co�tY i� famoate tu have acpmmoed, md b be pmjeard b wotmoe to e�cperience, e�pbYm� � above tl�e staoewide nee d paojec�ed ��- As a[ the faD d Z001. S� Lms p6iapo �o�ty h� � � �oymeat+ate m the st� and La 6ad prtiWla�y sum8 g�� m rQa61e n�ks. � Alo�6 with tLe bmefita of hall6y �ploym� 90� oames �p�s mc6 as p)a� b � 6oating f� the e�loyas Amo�o�p� � 9� w� ako the Comty ro addces mmy of the stmecompeting objte�ves as hon�8 dewdupmw. � Tia�c en� su�ll i� txa xit6o� oew ha�a�g �its. the oo�v�us dovaqoerded Lo�= omts wi� yet �posc sr��ss �d ��. ffi 1Le Co�t�s 8o*�g �. to�u, aod savice a�oomy, for es�plG w� e:at a oous�t dem�d fa Im�a-wag t�oa�h t6e RHN�A � b�al 13cse �ts �ei� be swae �i�od � P y� . Lo�n� el�e�. is tlie best �vay to addiess Lm�6 need�� ffie p�vauao of natmal md agicvltuil +esaa�crs �d Wo qmtity of lide far aIl � af Sm I�s U6ispo Comty 3 7he ZOD2 Snl.us 06ispo Comt7 �C p�bok Vol�e 9.Iio`em6c 20DI.61 �he IDCSB Etomoic � �J�. Tlsvvs�' of C�i�a. SmBa6ma. . . 3 APPEND ICES JULY 2002 SLOCOG REGIONAL HOUSING NEEDS PLAN j I Attechment I , _ _. . .. .: , . � ;y �. _ , � Regional Housing Nad Dcterminatlon :,i ; , , , . _ Janu�y 2001- July 2oos , _ for Sao Luta Obispo County By Inirome Dfat�ibution Very Low I�w Moderate Above Moderete Total Houslnp UnRs `1� Low' Mid�e 22% 4,156 5.845 18% ' 3,401 4.782 � 3,778 5,314 �% 7.557 10.628 100% 18.882 � 28,58g • Minimum allceation for Regional Housing Nads Plan. See Attachments III and IV for calculations and for methodology. APPENDICES . JULY 2002 SLOCOG REGIONAL HOUSING NEEDS PLAN "` jULY 2002 � AttachmentII � I Workplan Outline for CdGs Preparlug . � . Re�onal Hoosing Need Allocatlon (RH1HA) Plans I)ue by 12/31/OZ : '' 1. J�uarv — Febmarv 2002 or before_ foltowin rxei of HCD determ;�ah'�n of xe� � - lausm¢ need for thc COC - . . _ _ _.< , _ COG dxides: f , A RepRSenta4va to be mvotved in prepazabon of the RHNA PI� dc prooess Eo be Used (c.g. RHNA Co�ittee or Tahoical Advisory BodY)- B. What methodology to �ae for allocating tLe ngional honang need �8I� within the camry, and for reducing tfie wnceauatioa of lowa mcome Loanholds wLae they are dispropottiuonatety hig6: - I. Consida the following factois in psticulu_ a) Ma�et demand for hoasing, , b) F�ployment oppommi6es, - e) Aca0ab�7ity of smtable sites �d pnylic Fau71pa � Co�utm8 Patte+ns. e) Typc and tenwe of lausing nad (meamres of Qis�g �ed � ove�paymeo� Jt otiacrow�din�, � 7Le compsatire mwme dishibuuons amon8 jiaisdicfioas wi�m � camty (e.g., relati�e to the oomty avenge� gJ Loss oC units contained "m aa�sted honang developmrnts aod housmg nerds of fazmwrorkers 2 Critaia tl�at have bem used by othus to mooiponte theu � rocbdc a) Relafir-e shaza of iecent popula�On goath �ong j� b) Rdazice shares of �t houvng gow �g j��, c) Relatice shairs ofrzceat or�aojecred e�loymeot g�OCwy �gj�y�, � Relame piopoctioas of decelopabk I�d, e) Co�au dist�c�s w major employmmt eeate�s, � C�m�tyPl�bamdazies, pJ "CHAS" data on mapaymeffi �d oraaowding �ed 'm Caasolidated Plds (ava7able hom ACD for j�isd'ictioss ZSK+) �d, h) tncidence of HI1D w Rmal Hoasing devetopmeots svbjed to tamma�m of Sec. 8 conuactc or mortgage prepaymmt 3. AIIocalion to jurisdicdo� is not tu be ]�ited bY growth c�h�ols un rmd�ial pe:mits or lou (per Gover+m�ent Code 65584(�Il))• C. WhUher mcocpora6ons or annacalioac �e I�dy W ocna or be �ary wittdm the plaming paiod. If so, conftt with LAfCO iegac�n8 �ve savia aea md ieview of sphere of mYlue�e areas, and thm �o�po�at� �� m RHNA policies. T6e RHNA plan should spxify whaha �d 1nw my paet of the Nad shall traasfer whrn land is am�aced or mcoiporated . c:vQn�euu moi ex�ua� APPENS ICES SLOCOG REGIONAL HOUSING NEEDS PLAN E 0 1 l JULY 2002 D. Define criteria under wlrich a jurisdiction can �e drzft allo�� (e.�,� 8�logical and topographic restraints on the production of Lousing; appropriate PI�g methodology constraints such as, availablq comparable data), 2. �tional steo: Anoroximatelv March 15 2002 or before . _ Preliminary Draft RHNA methodology may be circulated for comment ` among members. 3. A�oroximatelv Mav 15. 2002 or before � COG authorizes mlease of Draft Plan for comment & forwards to HCD for review. HCD comment period is 30 days; membecs have 90 days W iequest revisio�. 4, puproximatelv Au@ust 14. 2002 or beFore End of 90-day appeal period on Dratt Plan. 5. Within 60 davs of steo 6. (e.e.. October 12 2002� COG acts on any proposed rovisions by member jurisdictions, accepting, tnodi[ying, or rejecting. Regional allocation must be maintained. Appeai peciod ytarts for jwisdictions afFected by COG daision. 7. Within 30 davs of steo. #7. fe.¢.. November 10 2002) Last day for jurisdiction to appeal COG decision of Step #5. 8. Within 30 davs of steo. #8 (e.c December I 20021 COG holds public heazing on any appeals roceived pa step #6. 9. Bv December 31. 2002 Final RHNA plan made available and forwarded to HCD. HCD has authority pursuant to Govemment Code Soction 65584 (a} to rcvise the COG's RHNA plan if necessary to maintain consistency with the statewide housiag need. ' The mwt curtent income distribution dau currenely awiiabk fw dl jurisdiaions is tMt of the 1990 Ceosu� inwme dau fmm ihe 2000 Census is tthcduled to be available by mid-2002 from We US Cwus B�onu NCD wiif �wtify COGs whrn thif informstion becomes available (or incoryontion in the RHNA pla iC(ps�bk within t6e pxm timehurc. G:WPDUWNA 2001 CyeIeWCD Dnemumtirn Cortppondence�CpO $�htduk.doe APPENDICES SLOCOG REGIONAL HOUSING NEEDS PLAN l . AtlachmeNID.a : . . Cakolstloa4�torDe4rmio�tlonot'7.ow*BqiOOvHo�Nad �'....,��,. � torSanLobObkpuComt� torJanmq2001tojob20pg � , 1) .loh 2 � Owner HoasrLold� =Iu42006 5ome6olds � Owemplp Ra4 tm 2000 112.382 6oiseholds forlWy 2008 mmg the 'I.oW'seria far coomy 61.46%is ihe 2IX1Uo►mcship sh�e � - - . . 69,074 Owner Aomdoids= i1S,3ffi homeholds • 61A6% Inyzooso,.�vd�Naa.a=,t�q2oeao�raoos�m�inooR- m,o�r.,�ar,a� The •xu7 allo.vaooe is akd�ma aang �ne lettaotz'b a �ne..vagc199p2aoo vacaocy nw of2W'L � . � . Jd12008 Rmtu �otds =Id12008 Loaxholds • Rm� Ra4 io 20W 112.3825o�ehdds fa3dy200S ssmg �he '4.oa+' aaia farcouory " 3854 'bis�he2000rtotashipshaeforca�ty 43.7U8 Renhr Hocse6olds=112,362 homrLolds � 7gsq96 1d7 2006 Reater iT�tsNuded =Jd7 200i8 Reaer Hoose6olds/(100%-�aooq n4 for rmtns ) . 7Le racaxry ilbwaoce's ak�ud mmy the ksw of 6A� a m svaage 199UROOD racmey nte of 4304 t5378+mhr mrts =A3�OS rmtQlonae6olds/ (1OD96�4505L) A NeedM Permnmt Aomi� Stack m,1d12006= ( Ownv UnNs Nee�d a RmhrUnils Nadsd ) 115,� P�+� La�lm; mitfi 7q�8i Ow�r Odb+O5y1E Rnter Uuts SaleehhAd�oml Ums Needed for Per�nmt H � 1QaroeM Aomiq Sfatk m 200D= ( Ow�er Otmpied Uoih 2W0+ Renhr Ocapkd UsW 2000+ Yaraot Owuer Uu� 2000+ Vanot ReNal Udb 2000) Or'ncUai,piedl7mts2000= 57.OD7 ReoWOa�vpiedUmts2dq= 35.738 OwovVanotllmtsZOW= 619 RemalVecmtU�ts2000= �18� r�msm�t= �s+i � Perm�neW Uai6 as sLue of Aomios Smet =Pamaomt Ud�s/Taal Roodng mW 2000 102,7/5 =Taal Hoasmg oaits Npp � . Pamaneot }Imaiog Sham 92.44%= 9d.501 Pumaneot Srocic / IO2.275 Taa1200D Housing Unils Page I of 3 . Ca�tio�uudatap�ticdawlh"¢m�mty. SaKqVaiabl�tsttti000fAnx'LmentN.Methodobp' Modfied luv. faSan I,o[s Obisyo CmW� . ... ... APPENB ICES JULY 2002 SLOCOG REGIONAL HOUSING NEEDS PLAN � , - JULY 2002 � •.. Ferm�eent Honaiog Stoet io ]anuar� ]A01= Tolal Udts on Jaoo�r� 21101 � Pernremt gooYo� . Stak Sh�m (rom 200p � . 95.723 Permeoeot Housing unils in 20p1=103,556 Taal DOF Umts Jenu�ry Ol � 92.4496 7) . � .. .. - � . . AddlUoml Ud4 Nceded ot Perm�oeut H°a�io f' parm�oent Haado� Stoek iu ]dy 2008.(5om pep. :: � If3) • Pecmoeot Hoa� Stoet (n Janwry 2001(from atep � .. ..�.• - .�-:.. 20.107NetNewUniuNaded= 115 . 832 pcm�oe�miuio7I2008-95.725thomin2q11 . ._'..� �i4b Unhs NeedM to Re�kce Nomul � �� nifs 3081 �ZOOB . . . . � .... ',. . . 6) Amud Avenge of onNs eiletin� 211p1 to 7/7AOg = Nnttr in 20111 +Udb io 72008X2 . ]05,779 avuqe unite annody =(95,725 oe&a io 2001 +115,gi2 odb in 7/2006) % Z .I.as o[ UnNs P� 7«� = Nverage ezistlnt udb 2W1 W 7/2008) • c�o.v �eor aaoz) �. Tatal years for 7aeuary 20p1 ro July 20q8 = 75 yean . 312 removehperywr=105,779�veraQeuoib+.002 ' . 9) NormHLoso[ U n ib 2001 b 72008 =Loseper7ear+7S�nn,GppMat]S%MN a d .. ... � 1;587 Replacemrnt Uoiu Naded ovu plamiing paiod =212 mmwis per yev •75 " 1,587 Replanment Udta Gpped at 25% of Need =ksser u( 1�5gy o� �,25 ��lp� �� ri7) Calcolate Uoits itanr his�orinll. that aould be nrovided on A kso ladt Tribal .� � 10) . � � �, � _ - �. 0 Units oa Tribd lands in 2000 = 0.00% % sh�n ot the 2000 perm�oent a�ock 94,541(from �P �)1 0 Tribal Units as sharc ot Need tor 2001.7l1008 = � 0.0096% �(]A,1p7 Net Udfs NeMed from step N7 + 1,567 Msrket Removsls step N9) I � � ,_, . i,i i�� 11) , Regioosl Hoasio� Need 2007.7f2008 = Nel Udts Needed for Permaoent Houeing Stxk (ahp i'n + Replaeemwt for Markel Remorab 2001 to7/1008 (step Y9) _ Unhs tor Tribat Lande (trom slep A10) 21.69d R.oMnnl Nen1= =p,�ry/ Udts Needed + 1,587 Replatemepfs. 0 7Yiba1 Untt Sharo ,�� Modiifulia� ot Reebml Need Ba.dd uoon Prole•� � ti. � n, . . . Redan ihe Regional Need by tse relatiooship ot the Connty's House6olds to ihe adJos�ed DpF � Households; a) County's projeclion fw wtal popula�ion is accepted if it is nnt kss �han 9;%of DOFs � projauon fw 2010 . On this buis. 297,954 is rnnsidered �he Iotal 2010 projxud popdauon, ModiSed Low fwSan t.uit Ob(spo CouWy APPEN9 ICES Page 2 of 3 SLOCOG REGIONAL HOUSING NEEDS PLAN � ` , . >: } ; D) Bring2010Householdpopulatio�brkp�2ppg: � .. i . . . ... . _�., .. �.i,: .: Aousehotd popula�oo of 262,383 =� ToW Pbp of 29795A mmos 15,571 popd�tion in � . �T9uutas .. . .. .. . .. .. . � - � Applythera600f2Wfl2010o[DOFundjustWhame6oldsWlheHouseholdpopolatip� above: T6e ndo eqwis 0.9049 wirn ( 289910/ 37A.381) . .. . . � . _. :..,.. . � . � . . ' . � 2008 popWetion of 255,526 = 282�83 • 0.9049 � c) Gkuum projxud HoaseMlds by dividiog by the mid-poiN tiouseholds Pa �Capih u[ . . DOFs 6ouaeAold projxtio� . . . . Total Households 97,903 = 2ppg pppulabqi 7SSS26 / 2.61 of tAe "Mi�k" pu.capita . houselalds � � � .. � . .. . . .. d) 7Le Compuison ntio of rhis Houxhold mm�ber ro �Aat of the Low Houxholda e�leul�ad from DOF numbera is used ro modify tAe Detamimtion of Regio�ml HousiogNeed:� � Compariwn ratio ot O.BI = Modified househoids a}' ( y7yp3 / 112.421) . ' ModiOcd Low Homio` Nad of �= eomparison ratio 0.67 r 21,694 rqknd ... hu�ing oeed determiwtion ( from atep � I1) � � ., Page 3 ot 3 ;IULY 2002 Modified Low forSau Luis Obitpo Count7 . . . .. - i ,: APPE20DICES SLOCOG REGIONAL HOUSING NEEDS PLAN AttacLmmt Ill.b. JULV 2002 Calculs8ous' for Determinatlon d"Mtd�e" Regional Houdng Nad tor San Lds Obispo Couoty ; �., for Jannary ZII01 to Jaly Z00� . _, Glcnlak Hood� Uoik Needcd for �d ot Phenie� Pedod: � . . .. . . � . � . 1) Juy 2008 Owner Honse6old� = Ju1�' 2008 house6olds � Oxoe�L(p Rak � 2000 117.077 houulalds for luly 2008 using the "Middk" saics f� eamty 61.46% is U�e 2000 ownership sharc ' ... . 71,960 Owoer HousehoWs =117,077 housdwys � f1.46% Jd� 2088 Owner Unils Needed =]uly 2008 Owner Noase6olds f p00% • owcer nconc� nh) . The vuancy albwance is cilcuiaud using Uie ksser of 2% or t6e avuage 199pVZ0pp v�uocy rne ot2.00% . .. 73,429 owoer unita =71,%O Otirner Households /(100%•2.00%) 2) " Juy 2008 Rmter Aousehoids = July 2008 hooseholds � Rmters6ip Rtk 6 2000 117.0771qusehpids for luly 2008 using �he , "•Middk" xriu for couMy 38.54% is tAe 2000 renkrsAip share for rnunry � 45 , 11 ?RenterHouse6oWs=117,W71wuuholds•3g.54% � ]ui7 2008 Renkr Units Needed = July 2ppg Reoter House6olde /(100%..vacaoey nk tor reaters ) The vacancy allowanee is cakulated using �he kssa of 6%or the avaage Ig90/tppp v�earcy nte of 4.50% � . � 47,243 rcnter untls = 45,117 rcnter 6ouse6olda / p00%d.50%) � 3) Needed Permonen� Housing Stock in Jui7 2008 =( Owner UnW Naded +Rmhr Udm Needed ) 120,672 pemmnent housing unit� 73,429 Owqer Units+ 47,243 Renter Units Cakelate AddiUoml Unks Naded tor Pernrnent Houslo • 4) Yermaoent Houdng Slock in 2000 =( O,yrner Occup&d Udta 2000 +Rmkr Ompfed Uoib 2q�p+ Vmnt Owaer Unib 2000+ Vrcapt Rental Units 2000 ) Owner Occupied Units 2000 = 57,001 Rentil Occupied Units 2000 = 35,738 � Owuea Vacent Units 2000 = 619 RenWlVxantUnits2000= 1,1� Perm�nentStock= 94,541 � Permsoent Udta u share ot Housiog Stocic = Permonent UniLa / Tohl Hm�eing odts 2000 102,275 = To1al Housing units 2000 � Permanent Hou:ing Share 92.44%= 94S4I Permanent St«k / 102,275 Tow12000 Housing Unirs Page I of 2 Celculations ux data panicular �o �his counry. See Key Variabla section of Auachmau N, Methodobgy. Me�um faSan LWs Obispo County � ,. . _21 �,. SLOCOG REGIONAL HQUSING NEEDS PLAN ` - JULY 2002 � �: , 1 S��kul�te Uaib Needed to Reolace Nor G� �� t oits Zpp� b �R�IIg � . . - � ( . � , �M s ��,"� . Ylrmfulnt Ao StOC�[ in!!n ' .. �;� q . �B uarY 2001 �= Tohl Uoils ou Jmuar� �Zqll * Pem�neyt Hapi� .. Stoek Shue Gom 2000 � 95.725 Pervunent Housing units in 2001=103,556 Total DOF Units Janmry 01 • 92.44% � - .;. . �` � Additlooal Unks Needed otPerwoent Hous� =Permaomt Ho� Stak io Jnb' Tq18 (h� pRP .. i� • Permsoent Houatog Stock io Jamnry 2002 (trom �fep f1� ... .�.. , 24,946 Net New Unils Needed =12(1,672 pamsnent uoits in 7@008 —95,725 ihose jp 2(pl 8) Annual Avenge of uoifs e�shn� 2pp1 to 78006 �(pdfy in 2pp1 + Udb in 7/2006�2 . 108,198 average untls amm0y �(95,725 uoite in 21q1 + 120,672 udfs io 7/2p9gj / y I.oss of Udtr per yar =(Average acisQn� ndts 2001 b 7/200� �(Removd Factor 0.002) � � Totat years for )snuary 2001 to Jdy 2008 = 73 years � � 216 removals per yar =108,198 average adb •�.002 � _ 9) Norwl Loss of Units 2001 W 72008 = I.oss per year' 75 7ors, Gpped at 25% otNad �-� �� , 1.623 Replecement Units Needed over planninB period = 216 renwvats per yev' 13 �: ��.., . 1,623 Replacemmt Unils Gpped �t 7596 ot Nad = laser ot 1,623 or (.25 � 24,946 Gom step W/) Cdculate Units. Hanv historicsOv that would be orovided on American 1nd+ 'Mbal Lands, 30) .. . � . - � _ � . . 0 Units on Tribal ]ends in 2000 = 0.00% % s6an of the 2000 permanmt stpek 94�541�(from . sup #a)] . . . � - 0 7�iba1 Udts as share ot Need tor 2001d2008 = - � �-. , O.OB%� •( 24y46 Net Udts Needed from step R7 + 1,623 MarkM Removals from � N9) Dekrmine Reaionel Housto Nced 2001 to 7l2008 . .. - . . .' . . . . ..- . 11) Regioml Housing Need 2001Jl2008 = NN Unils Netdad for Permanart Honsin� Stack (step Ii'n +: -� Replacemeot tor Market Removab 2001 to7l2006 (step p9) �—Units tor Tribal Leods ((mm atep MIO) �. = 24�946 Units Needed + 1,623 Re lacetoenls • -�' � p 0 Tribal Unit Share ,� Medium fmSan Luis 06ispo County . ,. . _22 _.. � . 'P�ge 2 of 2 SLOCOG REGIONAL HOUSING NEEDS PLAN ''JULY 2002 ..� ATTACHMENT V POLICY EXAMPLE FOR RHNp gI,DISTRiBUTION UPON ANNEXATION OR INCORYORATION . _ Ia the event of a7me�caGon or incotporation of new jurisdictions duriog th� p�anoin8 p�� of thia RHNP, provision nads w be made for the redistribution of housing needs. T6e followrog policy establishes the conditions and proee� for any such redistnbution i. �Iine of Aonllcation for Annexadon or Inrnroontlon Upon receipt of no6ce of filing from LAFCp of a proposed annexation or incorpocation, the affected wunty will notify (COG/county) of the pcoposal md resatdng need for a redishibulion of housing needs behveen the county ant( appGcant juriadietion, , 2. D'ucussion with Anne�ine/Incornuratln C�p. Dunng the course of ihe anne�ca6on/incorporation ptoceas, the aRacted county wi11 nego6ate in good faith between the annexinp/in�cpoiating city and the county the RHNP allocations to be redistributed. There will be oo nM redac8on ia �e RANP alloctdons wit6in the affected coanty. This meens thai the total number of �ng units by income category accepted by the applicant jutisdiction, plus the remaining number of units by income category attributable to the douor cowity, shall not be kss , than the original number of unics by income category originally aUocated to the �unty by the RHNP. Other lhan satisfying Ihis requirement, the afTated couMy and annexinp/incorporating city may negotiate any redistribuGon of housing need that is mutually acceptable. 3. COGlCounri Mediation If, after negotiating in good faith, both the affceted cowty and annexinpfincotpotating city cannot reach a mutually aeceptable redistribu6on of housing need, both jurisd;ctiouus may request that the COGlcounty mediate the redistnbutian of housing nad T6e piupose of such media6on will not be For the COG/cowty-to acluelly redistribute the housing nced betwan the two effceted jurisdictions, but to achieve mutually acceptable redishibulion Uuough negoHa6on. If, after mediation by the COG/county, the affected county and annpcinB�incocporating city atill camwt reach a mutually acceptable redisvibution of housing nceds, the matter wiU be refe►red W HCD. 4. punezation/incornontlon Conditioos The affceted county and the annexinB/'uxocporazing city will joinUy dcaft co�itions covering the Mansfer of RHNP allocations from the cowity W the annqcing/'tpcoipoiating city. The affceted wunty will request that the RHNP conditions am included in the LAFCO resolution approving the annexation/incoryora6on. 5. I,AFCO ImoosiNon of Cooditions LAFCO wiU impou the proposed RHNp conditions in the resolution approving the annexation/incorporation. Page 1 of2 APPE2 DICES SLOCOG REGIONAL HOUSING NEEDS PLAN "' "' !' '- JULY"2002 �/ „ 1 � . - 4: r 1' . . .�... n ._`GJ4'�.liP1= HUD- Assisted Multifamily Units for At-Risk Assessment � • l ;;, � .:a .- o' �: a ��4 � $ � �,�z': �8 o d = C � � �e� � A Z iii e $_ u `�', ' �� e � c i � c': � r > n P �� 6 � 6 • �� n � <f� � �_a 0 Y G O J - u � o e o � i r�.� o C C l y :�� .� .� "� f�6 S_ u Y � > 4 � � e, o � e .� 9 � Z � e �� a� L � N � � � n P�g a �o� oE �� ' �� :� 8 � g ,� R R - 88 d � J �� o �i� Z ao� 8 > � g Y � � � � o = $ � z ° z � � $a � �� m g . �� APPE2 DICES 8 � E ,�] Y � �i� o $ g _ _ O $ � a � � C �� E £ 0 o e ` y z: � < =� � ta �� O � � C � �� V � � 6 - '� � ` _ ° 8 � �� . � �$ �� r � g � � � 6 � � L � z y i 3 ro < d a �, SLOCOG REGIONAL HOUSWG NEEDS PLAN --. .,:. HUD- Assisted Multifamily Units for At-Risk Assessment , . _ ., , . . , , , „ ,. ; . � ' � �� $ 8 � �� Q ss S d - � .� d � _ �� g � t � C i _ � t�i85 , a Z � � � s . <�� .. 0 C � ' U p � � ° C $ A � �� fC6 °' '��^ � � a > � � � g : = s� �� ?a g � � o� � �� s n z �� P O P > d " � $ & s �� ° E � 4 O � z � � �a � Q = > � � � a � �S �� 3 � � �� s � z 8 � APPENDICES 25 P JULY 2002 � c � � � � � � � ,� ,. SLOCOG REGIONAL HOUSING NEEDS PLAN HUD- Assisted Multifamily Unifs'for At-Risk Assessmenf � , E 8' c� y s d �� + g �xa �. � g s s e;_ � �'� � � Z � ,, � � �� p da� 8 `s�q m C u 6 < 6 � ' 2 $ y . Z x i i y � � ��~ � . e O y � C � J � � S O V Z T � � E w a � � fs6 � �o e i � 0 � u '� Z z �F n �� s u� � �� a � �� g8 a 8sg `�i � � 2 h rv � � C&�' � � � � S �� a� _a e s �S � sg s �� APPE2610ES � � � � � � � N � � �� a � 3 .T � ZP X � � � s$ JULY 2002 s � E a e � � g Y � S � � � SLOCOG REGIONAL HOUSING NEEDS PLAN .- „.,. . JULY 2002 HUD- Assisted Multifamily Units for,At-Risk Assessment � .. �. . I s € � �� g ��3 �. � �� = �� _ �r�� _ z : �� ' a � s �� n �� .. _ -- r � , � :J =' .��. S s o 6 0 � C �C ` j w $ Y E E � Ft6 w ' u � � E = � y o � �3 z° o � €E ? � < P�� O � Y $ � O � � g � � P o �� e � � �� ac � � APPE2 DICES n � � z � i s F > � � i � SLOCOG REGIONAL HOUSING NEEDS PLAN Appendix B - continued SLOCOG — HCD Correspondences Aaaendix B-3 SLOCOG -�tter to HCD Date: March 14, 2002 JULY 2002 Julie Bomstein, Director Califomia Department of Housing and Community Development 1800 Third Street, Suite 430 P. O. Box 952053 Sacramento, CA 94252-2053 Subject: Response to Revised Regional Housing Need for San Luis Obispo County Dear Ms. Bomstein, The purpose of this letter is to request a reduction in the regional housing need identified by your agency for the San Luis Obispo region from the 18,892 indicated in your revised allocation to 13,892 housing units based upon the following criteria: 1. A 1000 unit reduction due to an over-allocation by your agency of anticipated units lost from the housing Stock. 2. A 2000 unit reduction due to an inequitable over-allocation to San Luis Obispo County as a result of flawain the demographic model employed by your agency. 3. A 2000 unit reduction based upon the components of population change anticipated by the Califomia Department of Finance and by HCD to be experienced in the SLOCOG region. This revised SLOCOG proposed number is an effort by the Council of Govemments to achieve a potentially attainable regional housing needs allocation that is more fair and recognizing the Vends that have occurred over the last decade. The proposal of 13,892 attempts to remedy housing ahortages within the local housing market and acknowledges that surrounding areas are putting undue pressure upon our own market by their lack of accommodation of their respective regional housing needs. We belie.ve this revised number is a more realistic target and does not attempt to recover the deflcit in housing stock that has accrued over decades during a single 7-year cycle. (h) Replacement unit data. HCD uses data on loss of housing stock coilected statewide in order to calculate a ratio of average units taken out of the local housing stock. The number used in HCD's formula is 0.002. it is multiplied by the average number of housing unitsfioreseen for ihe planning period (the 2008 units — the 2001 units / 2). The number determined for the SLOCOG region is 1587 units lost (as a result of demolition, deterioration, disaster, or conversions to non-residential uses). While SLOCOG understands that the method is useful on the aggregate level, these "estimates" that HCD makes for our local level are inaccurate and misrepresenta8ve of actual housing loss activity. In an effort to arrive at a sound determination of lost housing stock, SLOCOG staff surveyed our eight member jurisdictions asking them to review their records for a detertnination of an average number of units lost over the recent 5-10 year period. The survey requested data on replacement units of all types; demolition, conversions to non-residential space; and any other types of single family and mu�iple family housing unit losses. The request was for data that is veri�able and as up-to-date as possible. The results of the survey are displayed in the Tabie A. APPE28 ICES SLOCOG REGIONAL HOUSING NEEDS PLAN JULY 2002 As Table A indicates, the rates of housing loss experienced in San Luis Abispo.County do not approach the level of the statewide average anticipated by HCD. The average numbar of units bst fn the last 7.5 year cycle is about 400, yet HCD is aggressively projecting housing losses of 1587 unifs — more than 3.7 times the observed amounts based upon surveys of our communkies. Tha difference between a projected 587 lost units and SLOCOG's observed <400 lost units will provide for an ample 'margin of erro�'. normal loss of units". 2. Inequitable Distributbn of Anticipated Need. SLOCOG realizes that this isnot the forum for reallocating RHNA to all of the surrounding coastal counties, nor are we requesting such of HCD. Yet the fact remains that our region, with the smallest economy and least amount of infrastructure, is betng asked to accommodate the greatest proportion of regional housing needs of any central coast county. Even ff the HCD demogrephic model is strictiy applied and our housing need is projected to be higher than'that of neighboring counties, the inherent flaw in the HCD projections lies in its ignorance of other faeto►s which directiy relate to our region's ability to facilitate explosive housing growth and the accompanying services such growth predicates. Counties can serve as manageable regtonal planning areas, but ignoring the cross-county relationships, particularly as they relate to housing chofces and residential locations, is poor planning at best and detrimental to local communities at worst. The relatively higher housing prices in surrounding counties have undoubtediy contributed significanUy to the domestic out-migration witnessed along the coast betwean Santa Cruz and Ventura. Up until a few years ago, San Luis Obispo was a refuge for homebuyers able to find relatively affordable housing that included a'Centrat Coast" lifestyle. Such an influx to our area has caused housing p�ices to rise dramaticaliy and actually begin to approach prices in our neighboring counties. Because of this set of circumstances, HCD's projection model, as it is currendy used, demands that we continue this trend of absorbing what have been equity rich migrants into our area. Throughout the 1990's the surrounding counties were (and are still) unable or unwilling to provide for an adequate stock of housing options. San Luis Obispo County is clearly being asked to not oniy accommodate our own housing needs, but those of surrounding coastal counties, as is evident by our large proportion of immtgration relative to surround areas. The current HCD process and methodology supports and perpetuates this unhealthy dynamic: SLOCOG is proposing that this be remedied, studied further, and corrected prior to the next HCD housing needs aliocation process. Until then, the only immediate solution is for HCD to lower the �roiection for San APPE2910ES SLOCOG REGIONAL HOUSING NEEDS PLAN JUIY 2002 Components of Change. While strongly interrelated with the issue of distribution of anticipated need, the details of the components of change can be both indicative of household formation rates and misrepresenting of future Vends. One of the driving forces of San Luis Obispo's observed growth rates marked by hfgh levels of immigration and moderate levels of natural increase over the last decade, was the fact that housing sites were relatively affordable, jobs were available and thts was, and is, an extremely desirable destinaGon for job seekers and retirees. With the notable discrepancy between our housing prices and those of surrounding areas disappearing, the high rate of immigration witnessed in the 1990's is likely to subside. HCD is basir►g SLOCOGs regional housing needs allocation partially upon this immigretlon trend of recant years yet seems to be ignoring the driving forces for that migration. If HCD was to acknowledge why immigraUon has been a major contributing factor (i.e. due to our low "beginning poinY' of affprdabilily, re{ative ease of project approval, and greater site availabiliry), the agency could also recognize that providing for explosive housing growth is a self-fulfilling prophecy for continued rates of high migration and high household formation — and would likely result in a political backlash to limit growth as evidenced by the number of local initiatives around the state in recent years. This type of growth would destroy ou� sense of community and transform the region into a sprawling suburbia of homes, lost farmland and wasted. resources at a time when public and private agencies are beginning to shift:toward more sustainabie development and smart growth practices. Based upon the demography of the "components of change" used by HCD in their projection model and the fact that this model has within it inherent flaws which force San Luis Obispo to absorb more than our share of housing; SLOCOG is reouestina that the number be reduced bv 2000 housing units for the olanning oeriod endina on July 1. 2008. Our challenge as the Council of Govemments, Metropolitan Planning OrganizaHon, and Regional Transportation Planning Agency for the region lies in effective coordination with ourmember jurisdictions in the provision of the right types of housing and other forms of development located in favorable areas linked to integrated transpoRation networks. Any new wave of development needs to be designed efficienUy and carefutly so as not to overburden our limited resources. Furthermore, mechanisms for securing a range of funding sources to mitigate the costs of providing affordable housing to our region must be increased and improved. Presently, the HCD process for allocating regional housing needs backed by penalties, threats of lawsuits, and ineligibiliry for securing the necessary grents to meet the requirements for low-income housing — rather than being supported by incentive based programs is ineffective. HCD's eifort in seeking a regional housing needs allocation for San Luis Obispo County that is extreme, unfair, and without the proper support mechanisms will not heip the state's housing shortfalls in general, nor will it help the SLOCOG region in particular. If HCD was to have iYs way and thousands of housing units were to be rapidly placed throughout the county, there is no doubt that our region will be worse off by 2008, not better, lending itself as another Los Angeles lesson for others to leam about how not to develop. SLOCOG strongly believes the predicted household growth — and the resultant proposed number of "needed" housing units estimated by HCD, far exceed the anticipated demand and the capability of local jurisdictions to serve such growth. It is our intention to continue working closely with our member jurisdictions and our State legislators in this process; however, it becomes increasingly difficutt if the anticipated housing demand for the region is based upon inflated estimates and flawed methodologies which ignore the reality of avaiiabie resources, the nuances of demographic change, and the historic, present and anticipated housing market. APPE30DICES �, SLOCOG REGIONAL HOUSING NEEDS PLAN JULY 2002 At the March 6;2002 meeting, the San Luis Obispo Councll of GovemmenYs Board opposed,edopting'a ° hou§ing growth plan that is destined to fail due to the extreme nature of the increase fn propo3ed housing '' units, the inequitable allocaUon of units compared to other counties, and that is contrary to foreseen pattems in migra�on and housing markets in the coming decade" • -• .- . � � �- contact Peter Bro ry: ,, `. Y . , • Thank you for�your attenUon to this matter. Should you have any guestions or concems, please feel free to . wn at (805) 788-2104. _ _ ,� _ . _ ,., .,, ., . . , r ::� ., r ... : Sincerey, - . : ; - . , Dave Elliott, President San Luis Obispo Council of Govemments - (h) - SLOCOG Board . State Senator Jack O'Connell Assemblyman Abei Maldonado , . Linda Wheaton — HCD , Cathy Creswell — HCD G APPE3DICES SLOCOG REGIONAL HOUSING NEEDS PLAN A�aendix B - continued SLOCOG — HCD Correspondences A[�oendix B-4 HCD Response to second request JULY 2002 DEPARTMEIV7' OF HOUSIIHG ANL YOMMUNiTy D .. .�� .-. . DivbtonofHons(n Po � EVELOPMENT . . �� . S �'.Development .� � ,- ., �. � � �o •. ass nmu � � (a . . � sw+�. u s�xs:aus� O � q ��° n CORB3 �RId�S� Ol��i>-uu . , , SENT BY FAX: (805) 781-5703 hm� 10, 2002 ' Mr. Dave Elliott, Presidrnt � � San Luis Obispo Council ofGovemmrnts 11 SO Osos St., Suite 202 - - San Luis Obispo, California 93401 Dear Mr. Elliott: . . �j(;} ` i�� ,� � ; .. f" _... ��, 12 2D02 'i�-' ` s:.�; �uis ce�s=o .' ___ ��'UC..�LOrfb�n'�_� � RE: Regional Housing Needa Determination This letter nsponds to your April 12, 2002 requesy for a reduction in ihe re8onal housing need detrnnination established in our )etter of February 14, 2002, ps you kirow, Govemment Code Section 65584 requires the Department of Housing and Community peveippmrn� (�� provide its determination of the County's housing needs to the San Luis Obispo Cowrcil bf Govemments (SLOCOG) for updating local housing elements. Whi1e we appreciate your concems, we are unable to grant the reduction requested, at diseussed below. Prior to our February 2002 letter of detertnination, we consulted with represrn�ati�es from your organization to implement the mgional housing nxds praess, beginning in May of 2001, when ow stafTattrnded a meeting with staff of inember jurisdietions in San Luis Obispo. In Novanber in Santa Maria, we also met with SLOCOG staff to discuss our . preliminary range of determinations in November in Santa Maria, where we reqvested fcedback prior to issuing our detennination. During these presentations and consultations, we distributed end discussed t}k methodology used by the Depaztrnent of Finance end HCD in projecting housing nxds. As noted in our February 14, 2002 tetter, maldng our detertninntion, we consideted Ihe points raised ie ' SLOCOG written request. for a� reduction to 10,360 housing units in the preliminmy�' determination raeived January 14, 2002, addressed (hose poiats ppprndix of tha[ letter. We modified our preliminary determination and reduced the "lovr' or minimum need based upon : feedback we received, including consideration of the population forecasis that your staff indieated is being used for transportation planning. � . Your most rxrnt request for additional reduction in the minimum regional housing need, to 13,892 units, proposes reductions of I,000 units of the replacement component, 2,000 units for what you have described as inequitable distribution based on miBation assumptions, and an additional 2,000 units, also related to migation assumptions; constituting a total of 5,000. It ahould be noted that in proparing the housing need determination, we developed a range of housing need, based on three different rates of household fomiation, and that the figurc you are seeking to reduce is the lowest of the three altcmatives. The difference between the low and ihe middle altemative (26,569) is more than 5,000 uni[s. With regard to the replacement APPE3 DICES SLOCOG REGIONAL HOUSING NEEDS PLAN Mr. Dave El&ott, Presider. ' Page 2 JULY 2002 . I . eomponent, all housing that is lost from the pcisting stcek is typically not captiued by �o�� +�g, e•&, olda mobilehomes no longc cecupied or availablq convecsions from resia�is� . t° another use such as officq or losses due to natural disas�e�s. 1'�� is no consistent �-, protocol appGcable across jurisdictions; e.B•. Yo� survey data would inherent�Y be consistent with . a s�uvey done by other courrties. San Lnis Obispo County's high shaze of population growth due to migration is not �mique. You have indicated that San Luis Obispo County is Ixing asked to accommodate the housing nxd of surrowding coastat counGes, citing an influx of miganis from countles between Santa Ccuz and Venhua• Califomia's growth has historically been driven by a very large component of migration, including migation betwern counties, 77w respons;bil�h, � plan for housing is nol limited tp planning for people bom in the same location — residrntial mobility is impertaM to the State's dynamic economy. 7'he arguments related to migration are inconsisterit with the PuryOSe � demogaphic methodology of the regional housing needs allocation (RHNA), as well as preveilmg ^ development pattems. Even if the County•s growth due to migration were unique, the arguments you have presenkd invo�ve different circurristances than essumed. ly�� g� Luis Obispo is not necesserily dominated by migrants &om the neighboring coastal wunties, accotding to infortnation included in Ihe I999 Reeional Profile published by SLOCOG. In F7' 1995/96, for exarnplq th� }�g�t origin of net mi�ation to the County was from out of state, and California counties includiag Los Angele's, Orangq Vrntura and Fresrro. '['I�erc wae as many migants from Kern to San Luis Obispo counties as from Vrntura to San Luis Obispo counties. Nearly as many p�p� �� from San Luis Obispo to Santa Barbara counties as vice vcrsa, and neitha IvIonteroy nor Santa Cruz counties ranked among top counties of origin. It is our understanding that many people wlw work in southem San Luis Obispo County live in the Santa Maria arca of Santa Barbare County. The justification for an additional reduction of 2,000 units is $un��az�y u�founded. Your prior acknowledgement of housing conditions including pchorbitanUy high rents� b�� affordxb3e to oniy the wealthy, extremely high housing cost burdens for families, and i�rcas;ng commute distances, are strong indicators of the nced to plan for significant i�reases in th� housing supply,� Increases in the County's housing supply is needed to ot}'sef price approcjatron; it would be contrary to the purpose of the RHNq process and housing element upda�ea �o p�� f� high housing prices to act as a bartier to population growth, Although ]ocal gov�r�� t responsible for the actual construction of housing wuts, the fact that the projected p� significantly exceeds recrnt levels of residential building petmit activity attesls to t6e nad tor a significantly higher level otresidential consWction rolative to population growth than has � occurring. ' 1/9/02 letter to HCD fiom Davc Ellion, page 2. APPENDICES 33 SLOCOG REGIONAL HOUSING NEEDS PLAN Mr. Dave Elliott, President Page 3 :�: • Based on the fore�ing assessment, we are unable to aaept your roquest for a ieduction to 13,892 units. We understand that planning to accommodate growQr involves a�ressing and mitigating conatraints to development ffiat are preva�ent statewidq as well as in cuaslal areas, We � interested ia worling with your membas to accommodate housing elem�t tipdates unda these conditions during oiu upcoming Housing Element Update Workshup. p�s ata{�'�ll be contacting you to schedule this in the near fut�e. We have aiso enclosed infortnation for your use on a separate issue nlating to your pending RHNA Plan: At the time we issued our regional housing needs detecminatfon in gebrua�, houschold income data from Census 2000 was not yet available; we indicated that �f Ca�us yppp income data did bceome available dwing developmeM of the Plao, COGs could use it if they chose, provided it did not cause a delay in the time needed to complete the COG's ItHNp p�m by lkcember 31, 2002. The U.S. Census Bureau subsequently roleased household income estimates from Census 2000 on May 14, 2002. On the basis of this new data, HCD'has esic��ffied � estimated income categories for 2000 (see p�c�osurc). You may uu the Census 2000 houseLold income estimates for the RHNA Plan if you likq provided iheir use can b� acwmmodated w�� the adoption devdopmmt schedule; or you may continue to use the 199p data previously provided. We are pleased to further discuss development and implemrntation of SI.00OG's RHNA Plan, If you 'have other questions or concems regarding the process, then please contact either, Linda Wheaton at (916) 327-2642 or Karen Weshnont at (916) 445-7507. We look fonvard to continuing to cooperate with SLOCOG in its development of the housing needs plan. Sincerely, ��'`�t Cathy . Crcswell Deputy Director Enclosure cc: Ronald De Carli, Executive Director, San Luis Obispo Council of Govemments APPE3DICES JULY 2002 a . SLOCOG REGIONAL HOUSING NEEDS PLAN Arroyo Grande Atascadern Grover BeacL Movro Bay Paso Robla PLsmo Beac6 San Lois Obispo Uatnrnrporated Co. Ve Low Low Above Moderate Modente Tohb 20% 15% 18% o 47/0 '100'� 19'/0 ] 5% 19'/e 47% ] 00%i 23% 19% 23% 36% 30'/0 19% 19'/0 �� 31°h lppy 24% 19'/0 21% 36% 100'/e 24% 16% 15°/v 46% lpp�/ 35% 17% 16°/s 32% 100'/a 18% 15% 19°/. 48% t00% Connty 23% 16% 18% 42% 100'/0 '71e Counry's median housebold income myorted in t6e 1990 Crnsus was 531,164, and yt2,q2g in Ce� 2000. So�acr. U.W. Census Buraq May 14, 2002, wit6 ineome categwy cakulations by HCD. Scme o( di112rcncea in categories yern•ern 1990 md 2000 mty y� due to differettes in measurem�rot mib. u t6e data rcprcxmation for 2000 was less dixrae tluo tlut for 1990. � JULY 2002 . 1 � � u APPE3 DICES SLOCOG REGIONAL HOUSING NEEDS PLAN JULY 2002 endlx C HCD Methodology for Projection of Regional Housing Need for 1/2001 to 7/2008 nnacnmmc rv Methadolagy for ProjeMion MRe�onal Housing Need for l/2001 ro 7/2008 erview This determmation of housing need uses predominan8y a demogcaphic metLod W project growth in the number of households to t6e rnd of the planning period ()Wy Zppg� for each county. Each county, or goup of counties, wnatitutp a �e�oa (or th� pu�p� of this process. From ffie projxted growth in the number of householdi (occupied hcnsing wits), the number of housing units needed is then cakulaced considtring sevval factoes. These calculations are includcd in Attachmeut III, and described below. The aggregate population projxtion for the co�mties between the base]ine da�� d ty� end of the housing element plaoning period i,y used to d�tertnine eech co�mt�,'s ehare of the atatewide housing nad. This share, whUha prepared fat a single �unty or for multi-county COGs, is lmown as the regional shaze of housing nad. The baselme date ia ]anuary 1, 2001, the most recent date for which populations and 6ousing estimatey are available. This is the year in which HCD is to provide the deteimination to the COG o� a county, using DOF estimates of population, households, and housing; the projection end point is the end oFthe relevant housing elemem planning period, July 2008. Thus, the projxtion of regional housing need is for 7.5 yeazs. This need detem�ination incotporates population and housing estimates from the E-5, Ciry/Counry Population nnd Novsing Es7imatea, 2000 and 2001, irsued.7vJy 200/ from l6e 'Califomia Department of Finance's (DOk� Demogcaphic Research Unit (the methodology for these esNmates are found on the DOF website at: http://wavw.dof.cagov/HTML/DF,MOGRAP/E-StexYl.htrn ), and also inco:poiates DOF's projections for household populations, which qccludes people living in group quarters. For a detailed wcplanation of this pmcess, see the sxtion below entided "Methodology used for DOF Population Projections". Proiected Household Growth Household gowth typically comprises ffie largat component of projected housing need. Household growth is projected on the basia of the pmjected population gmwth ¢om January 200t to Ju(y 2008, to produce a range of three altematives fiom low to high of the number of households projceted to be needed. Pmjected household growth is calculated using headship rates for a given aex/agdethnic group. Tha headshjp �ate is the number of houuholds headed by a person (the householder) in a given group divided by the number of all household cecupants in thaz goup, and is calculated based on We 1990 and 2000 crnsuses. The population is categorized into the following age and ethnic groups: under 18,18 — 24, 25-34, 35-44, 45-54, 55-64, and 65+; and White, Hispanic, Black, and other. DOF's projected household calculations were adjusted by HCD APPE36 ICES SLOCOG REGIONAL HOUSING NEEDS PLAN consistent with Census 2000 population cou�ts NS Census &uesu PL 94171), in liw df popula6on adjushnents for Census undercount BY ePP�Y�g ��'erent household formation rates from the 1990 and 2000 Censusas to ttie P*�l�d PoPulation growth in these sex, a8e, and ethmc categories, and by calculating the �endiine of I 990 -2000, a range of projected housing need is calculated. For tLe 1ow and middie points of this range, the housing nad is determined and presentd► }�e �� Low and Middle altematives. The term `households' accludes goup quarters. Consideration of Ponulation Forecas of Re0onal Transportation Planning HCD solicited the most cumnt populatioa forxasts included in Regional Transportatian P�ans (RTPs), which are required to be prepaied 6y MPOs or RTPA pursuant W Califomia Govemment Code Sec6on 14522, as described in "Regional Tranaporfation Guidelines," Califomia Transportation Commission,l2/9/99. In some casa, theee have been in draft form, pending adoption within t6e near future. $tate Iaw requires by September 2001 by each Regional Transportation Platming Agaicy (RTPA) to a�pt a� update the'ir Regional Transportation Plao (RTP) for review by the Califotnia Transporca6on Commission and the Department of Transportation (Caltrans), followed by updated every three yeats in wban regions and every four years in non-utban regions (Govemment Code Sec6on 65080c). HCD consulted with the COG or RTPA, reviewing the population forecasts for tl�e RTPa, including whether a forecast was availabte or applicable to the planning petiod, and has been updated since Census 2000 or olhenvise based on cutrent data, and where applicable, converted it to data compazable in timeframe rolative ►o the RHNA plannipg period (e.g., 2010 forecast to 2008). DifferrnGa! population projxtions within a consistent or viable range aze accommodated withm a range of altemative housing need figures provided to the COG or county. Calculatin¢ Housing Units Needed For the number of households projected by DOF for 7/2008, the housing utrits of pem�anent stock naded ro serve those households was computed. The housing stodc providing such housing units is shaped by two factors: vacant units allowing househu�ds either to' fonn or to move; and, loss of units due to.disaster, conversion, and deterioration. This detamina6on develops the number of vacant tmits roquired to serve the household population; this 'vacancy allowance' is calculated separately for owners and for renters, applying the homeowner and renter rates from Census 2000. Next, the number of units that can be expected to be lost is calculated; these units must be replaced or the 6ousing stock will be too small to accommodate the pmjected households. FinaUy, since the housing need may include units on tribal lands that are not governed by Wis planning process, the regiona! housing need is reduced by that proportion that has been provided historically on tribal lands. APPE3 DICES JULY 2002 SLOCOG REGIONAL HOUSING NEEDS PLAN To calwlate the number ofvacant units naded for the future [une�oning of t6e region's lwusing msrket, the vacancy allowance for ownas and renteas is considaed sepantely. The share of households that is owneo-occupied is assumed tu remain wnatant thmu�O�t the planning period. The reata share complemeMS the ownc share wch t6at the hvo add W the projected households. The rate of vacarwy thet de�e�mines t�e vecamcy allowance for either owners or rentas was taken from t6e approximate roedian of the U.S. Cemuses of 2000 for the af1'xted counHes: the median rates for cowties in this staNtory round is 2% for owners and 6% for rentas. When a counry's rete acceods the median, tlte median is used; otherwise, the lower-t6an-median rate is tised. T6e vacancy allowa�ce eqwis the number of units thay when added to the number of owaer azd renter house6olds, will yield the vacancy rate figured above. Ne�ct steps involve calculating the additional pamanent stcek naded and the 1�7cely loss of units from existing stock. Permanrnt stock for any year is the sum of the units cecupied by owners and renters plus the vacmt units that will save ownas and �tas but not rxreational nor seasonal users. 1'he difference between th� 7/Zppg perma�� stock and the e�cisting 1/2001 stock establishes some of the'additional' imits that will nced to be accommodated. Because 6ousing stock is subjxt to destruction, conversion and dcterioration, a loss of housing units is expated for each year of the planning paiod, 77�at �oss �s calculated using the his[orically-established factor of .002/year, ppp�ied W th� p�a�ng period•S a'verage permanent stock, the removal or loss factor indicates how many unita must be replaced for there to be adaquate stock. These repl�ement units are added to the addi6onal units needed unless replacements acceed 25% of the addi6onal units; ;pso, then replacements units are capp�► at that 25Yo, in accordance with Govemment Code Section 65583.1. c.l. of Housing Element L.aw. These calculations thus faz include housing units, if any in the county, on tribal lands that are not govemed by t6is planning process. Thus, once the additionat imits and replacement units are added together, their total was reduced by the share of the housing stcek that has been provided historicalty on tdballands, The sum of these components produces the re�onal housing need for that Low or Middle housing unit need projection. Methodoloev used for DOF Pooulation Proixtions The methodology for the projections is excerpted here from the tollowing sources: af State of Califomia, Department of Finance, Inlerim Counry PopuJateon Projections. Sacramento, Califomia, June 2001. Methodology Des�iption: These interim population pmjections aze an update of the batelim population projections produced by the DepaAment of Finance in 1998. The State population was projceted using a componrnt method based on the population balancing equation: APPE3810ES JULY 2002 SIOCOG �tEGIONAL HOUSING NEEDS PLAN P(t�P(1}�B-D+NM Where P(t) is the projected populallon; P(I) is the begi�min8 PoP��; B is ' births; D is deaths; and NM is net migation. NG migration can be brokea down fittther as: .. _. NM=FIVI+DNM Where FNI is foreign net immigrafion aod DNM is dmnestic �t mi�tion. 7'ha county distributions of the State population are based on the 1998 baseline populaGon projec6on series adjusted fin estimated diffarnces in the cwmty dishibution as of the July 200p eatimates, 'fhe July 2000 estimetes are 5oa� ►� Demographic Researeh Unit's E-2 Counry Populatlox Ettimates and Compo�pra ojChangg 1999-2000, wfth Historical &timatu, 1990.l999, 7'he pmj�io� have been updated to reFlect 2000 ceasus coimts: they have been elteied by a factor that is an avaage of the numaic and percent differena betwern th� yppp estimate and the 200p projection, then controlled W independenqYprolect�d state totals. b) State of Califomia, Department of Financq Counry Populadon Projectron,t with Age, Sex nnd Race/Ethnrc Detail Sactamento, Califomi; December iggg, The population projations were prepared uoda W� ��te of Govanmm� Code, Sections 13073 and 13073.5." Tahnical Notes desaibing methodology; The Department of Finance uses a baseline cohoit-compunent method W pmject population by gender, racdethnicity and age. For the purposes of Uris projection, the five race%thnic categories are mutually acclusive. p baseline pmjection assomes people have the right to migrate where they choose and no major natural catastrop6es or war will befall the state or the na6on. A whort-component method traces parple bom in a given yesr Uuough their Gves. As each year passes, cohorts change due to the mortality and miga6on assutnptions, New cohorts are fortned by apptying the fatility assumptions to t(i� women of childbearing age. Suecial Ponulations The primary sources of special populations are prisons, copeges, and military installations. Spxial populations display very differart demographia characteristics and behavior. In countia where special popWa�o� �p�� a signi6cant proportion of the total population, Ney were temoved from the base and projected separately. For prison and mi6tary populalions, the determination was made based on an examination of sac ratios and, to a lesser extent, the age swcture. College adjustments were based on an p�am�naaon oCage structure, APPE39 ICES JULY 2002 SLOCOG REGIONAL NOUSING NEEDS PLAN � i b i � � S Forecasts &om the Dcparlment of Cortxtiona wece used to determine the timing aad capacity of new facili6es. Info�on from individual military bases as well as the ' Pentagon was used to projcet Uu population effxtc of M�se clos�ues and realignments. In most other instanees. the speeiy; pupulations wete held at the 19901eve1. ' Survival. Fertititv and Mi�ation PropoAions Life tables were developed using deaths fmm the Depaetment of Health Services by genda, racdethnicity and age for 1970, 1980, and 1990. Age-spxific, general, and period fertility rates were developed by racelethmcity and by county for 1970,1980, and 1990. Births w womm under IS and ovu 44 were added ro the births of the youngest and oldest age groups whep computing the f�rtility rates. For instance, a birth to a 46-yearold woman would be included in the calculation of the 40-44 age-spacific fertiGry rate. Migration proportions wae developed for the hvo decades between 1970 aod 1990 by a survived population method. The 1970 population was aged forward in time w 1980 by adding recorded births W form new cohoits and subtractiag deattu fmm existing cohorts. The survived populatioa wes compat�d to the 1980 popula6on and differences were ess�ed to be migi�ation. The ten-year migation was annualized and divided by the totil W derive a proportion. The same process was used for the period 1980 to 1990. T6e migation proportions for the two decades wero then averaged and smoothed using a Svcyear moving avecage. Assumptions Base Population: As the benchmazk (or stazting population), the Depar�ent of Finance has used the 1990 Census coimts as modi5ed by the Buroau of the Census for ]mown misreporting. These counts represent a modification W Ux age distribution of the census wunt and not an adjustment for u�ercount to the total. This is consistent with tbe populaHon wltic6 is being used by the Censos Burr,au for cucrent estimates as well as the na6onal projections. The ceosus population was moved forward from April I to mid-year. The Depaztment of Finance further refines this base population for special populations as discussed eazlier. FertiliN: Between 1950 and 1980, the fertility rates of Califomia and the nation did merge; however, a sharp divergence began during the 1980s. While the naGon's fertility rates were flat, fertility rates in Ca6fomia rou sharyly. The majority of this divagence is due to Califomia's greater race%thnic divecsity and the feRility differenca among theu gmups. APPE40ICES JULY 2002 SLOCOG REGIONAL HOUSING NEEDS PLAN , _. JULY 2002 -- � Between 1970 and 1990, Wtal fatility ratea for crouyia in mage towanl a national or state norm, goK,�. wLen the �f� Aid aot out for racdettu�� g��. a di8bre�� an emerged, g�,� 1970 co�mty total fertiG � � � mrms. b'raks 6y racd�� 8�up did merg� W� �� • The P�ixtions assiune t6a� e� ��'$ �a/Wmic.ypeci5c a� age'�S fatilityrates merge toward a state ' 8'o�P• CountY differe�ces 6om f�� of fatifity ntw by �� level in l00 Y�ars because of the� state norm decline W o�-Lalf the c� Iike the nation. g t� �d of Ca►ifoni b� � Mortalitv: Ev�uation of the life tables by couMy 8� ��c g[pop revealed that the county tables contained �Y small data ce1�a , deliver consistent rcsulfs. 7Lwefo% atehwide siuvrval rates by B�da aod race%thnic a'� �uld mt life � were used for ell countld in Cali�'om�a. On a sta��wide ba�, �PectancY and survival retes increue� �re dowly bet�•an 1980 aod 1990 t6an behva 1970 a� 1980 . , Mortality rates fot the initial Yeer 199Q calculated using deaths for 1989-1991 and the adj�� cen4al death rates w � ��8+andom tluctnati�ons �� into Probabilitia of aurvivu�g, g�use ofthe smoothed from age eigl�t u � bY srtull numbers. these Prababilitia wer� Bareau's national a8e. sex � � 8 �'Y�� monn av middle series �� m g ��. � � 1991-2040, µ. �adjusted slig6tlY) K'ere used as m end ��Y achedWp �q the ere interpolated. Point. and the inte� 3� � tion: lvli�ation is the most volatile oCtha componen� ofpopu�s4� Since 1970. annual migrgbon has (luctueted fio� -82.p� to +421.ppp. Fa� tuturq the D�P&tmrnt relies most heavily on lon8-tam averages oftotat net migrabon. The age, sex and racdethic distribution ofmigants is based o� � analysis of the 197 0,1980 and 1 qgp �� d the imp4� �� s�n�bution by age and sex. 7he daived ��ion dispibutions f� �y � decada were averrge� y� ��. 9 D d 2003 toof Finan �� s rotal net migradon in the perio� �;� average moro Ih� 2 0 000 � low level of the mid 199p8 �� forecasts. Followin � Y�c This ia eoraistmt with cecart shoet.�q� 180,000 yeu 2015�. This repradits a�on will slowly �� afttt the annual a vera8e, modif ed b nNm m a 1 °n8 - �+m historiW : consultation with local Y rnuntY-specific migration assumptions mede in possible. When local ' g��ent planners a� dpnogrePhas whweva made b 1° �'� �t availablq the migntion �� w � Y the DaPardnent ofFinance baaed on historial analysis. APPENDICES 41 SLOCOG:REGIONAL HOUSING NEEDS PLAN i„ �,�_��,� � : andiuerNfint'c� P�P� � P�olated n�ug thc Sm} �pona--i.Q, loud a� f�DtYwilt mage rowadadte�, tr(e m�peaan�Y�poIIowa�ao�t ceads. �d thae wt►t be m mmaal av� ea �-mig�y m t�Lomiant20J,00p ' � � � P�d. Naw ooho�4 a�e aeaEed byapPh� �s &eo7ity - �:�. . .. . . . * � msfQ � La � o[eh �l��'fLapppitl�Hpp��4m e , :as � :;` : 8eada. ncdellmq ags gxe+� wrviw r�ea ae �ppy�dm iwpopdaiontxidc.In �, �D�Po�tia�.��' SP�vocutui�s .m mao aadea m� is weia} �wm�tor w:�s�.19s6 1991 aod 1992, the poputetiom are b� ��M'�acliam. Par16e peripd �neM`s I997Ad ikppt 1'L�C Populadon proiecrion: depiet mdyme Pombk c�re ofA�amRpoputa� i.a, the w�e nRadng recmt hmds in Satilih: mor4liry, ad migratio� TLms proje� domiux�s� ahow xhat is mo�t das�fble bat �athar wlutca¢ be �asomply � if euiseet treada eo�e umtil tM md o[thnprojeeNa,p pep� S9nvdetximoCP Lw r. .. �fR t Tr� pt..e..... . HCD Las soGcitedtim nrost eurrmt PoP�on �aasb i�tuded in Regiooa► T�� l�a (x1rs� wm�n Qe req�m�ea m es pm�a br Mpo, or�lrn pumumt ta Califomia Govaommt Cod� Saxim 14522, as dascn'bed'm'Rsgiony T� G�etina." Ca li f aniaTr�neqtio��.12l9144: I¢eame �. t�ae �ve beai in draR fam, P�oB �poonwif}yo Weiroa A�une. SbteLv '� df' Sro�ber20ot by euh itea;ee�! Trae�ycturtiaeP�t��E�'pA}+u adopt'a�d'qrdarte tlwr Reg�*11Y�ocodion P1� (Rtrj�RVicwbyt�„ C� Trmsponuion Commission sad tse Deputm�nt ofltmspmt�on (Ca�a�� y � n'�' �ra 7ars in mbm regiona and eve�y four yaes m non-ia6m ngiona (Gova�mt Code Saction 65080c). . RCD e.�tts wit9 tLe COC'r a RTPA, nviewio8 � P� ��tl�ese, �et�m$wLeth�it is ma�kaaQ p�itbedt upd�ed �eCe�2000. aA eoe►aets iF w d�ta rompaaph in time6r�ma rehtive to theRBtiA PlmnngP� fG&.2tltOfot�ut w 200�. 7ft6e dWa u updatedmd dgrifieantt�• � Ban DOP'e prqeded eoe'��. xcn w;u c�u@ wnb noPngua;ug me ca�ik�.y.�.�;.y�y diffiae�alprojacti�s. DiffiereapatPoP��Pro1��awo�iitaMarviahk rasge m armmmadst�xitlneanega of altemalive hou6ay amd fl�pres R'uvidedtu O�e COC'i � trn�y. �D It-91tY APPENDICES 42 JULY 2002 SLOCOG REGIONAL HOUSING NEEDS PLAN JULY 2002 � Terms & Defin�tionS (•U.S CeiuusBareaudefiniNons) , Aonsin� Uait *— A house, an apaztr��, a�y�7 home, a groap of rooms, n a s�e room, that is occupied or intwded for occupancY as sep��e livinB 4�*«, � ifvacsut, is intended for occupaney as a separste 6ving qnartas. Occupants of separate livmg 9uazters live separately from any other individual in the building and have,ditect aocess &om outside the btilding or throuqh a common hall. For vacant unib, the aituia of " separateness aid direct access are applied to the intmded occupents whenever posmble. House6old•— Includes all the persons who occupy a hous�g y��, It coold ineludathe rolated family members and all the wvelated peopie, if any, such as lodgecs, foater children, wards, or employces who shaTe the housing unit A pasoa livmg alone m a housing unit, or a group of urvelated peop(� �ng a��ag unit such as pertnqs � roomers, is also countal as a household The count of housdwlds excludes gmup quarters. Group Quarters Populallon•-1'he instituaonal�zed and tron-institutionalized poPulation not living in twusing uNts. F��pl� �lude a person tesiding m comctional institutioas, musing hanes, gro�p }pro� college docmitories, or m�liqn, quarters. This population is not included in ihe m�onal housing nceds pruject;on_ Household Population•— p�� g housing units. 1'hat is, the popul8hon liying in housing units. It is equal to tho tota( popula6on minus the group quarters population. Permauent Housing Stock •— Housing units that are e(thu o��p�� or availabk for sale or rent as part of the housing unit inventory: It is computed by adding t6e number of owner-occupied units, vacant units that are for sale only, renter-occupied units, a� vacant units for rent. Homeowoer Vacaucy Rate'—'ILe percentage reflecting t6e rdationship between th� namber of vacant units for sale and tho overall homeowner inventory. It is computed by dividing the number of vacant units fbr sale only by the sum of the owner-oceup;ed umits and the number of vacant units that an for sale only. Rental Vacanry Rste*—'1'he percrntage relaGonship of the number of vacant unita fot rent to the total rental housing unit inventory. It is computed by dividing the numbez of vacant units for rent by the sum of the renta-oavpied units �a tLe number of vacant wits for rent. Inrnme Categories -- Those established by State and federal law as implemented by HCD and AUD, pursuant to Health and Safety Code SceGons 50079.5 and 50105, and Attomey Grneral Opinion 8I-206. 7'he dismbution is from the 1990 Census, w]ucb is the most recent source of household income data currently available at the place ►eveL APPENDICES 43 SLOCOG REGIONAL HOUSING NEEDS PLAN JULY 2002 Apaendix D - California State Law Goveming Housing Elements and RHNP The following Sections of Govemment Code (65583-65584) were taken from htta:!/www.leainfo ca aov/calaw html _ 65583. The housing element shall consist of an idenrification and analysis of existing and projected housing . needs and a statement of goals, policies, quantified objectives, financial resources, and scheduled progams for the preservarion, improvement, and development of housing. The housing element sha11 identify adequate sites for housing, including rental housing, factory-built housing, and mobilehomes, and shall maice adequate provision for the existing and projected needs of all economic segnents of the cbmmunity. The element shall contain all of the following: (1)An assessment of housing needs and an inventory of resources and constraints relevant to the meeting of these needs. The assessment and inventory shall include the foilowing: (a) An analysis of poputation and employment trends and documentation of projecHons and a quantificatian of the locality's existing and projected housing needs for all income levels. These exiating and projected needs shall include the locality's shaze of the regional housing need in accordance with SeCtipn 65584. (2) .An analysis and documentation of household characteristics, including level of payment compared to ability to pay, housing chazacterisrics, including overcrowding, and housing stock condition. (3) An inventory of land suitabie for residential development, including vacant sites and sites having potenNal for redevelopment, and an analysis of the relationshig of zoning and public facilities and services to;these sites. (4) An analysis of potential and actual govemmental constraints upon the maintenance, improvement, or development of housing for all income levels and for persons with disabilifies as identified in the analysis pursuant to paragraph (4) of subdivision (a), inctuding land use controls, building.codes and their enforcement, site improvements fees and other exacNons required of developers, and local processing and permit procedures. The analysis shall aiso demonstrate local efforts to remove governmental constraints that hinder the locality &om meefing its shaze of the regiona] housing need in accordance with SectiOn 65584 and from meeting the need for housing for persons with disabiliries identified pursuant to pazagraph (6). (5) An analysis of potential and actual nongovemmental constraints upon the maintenance, improvement, or development of housing for all income levels, including the availability of financing, the price of land, and the cost of construcfion (b) An analysis of any special housing needs, such as those of the elderly, persons with disabilities, large families, fazmworkers; families with female heads of households, and families and persons in need of emergency shelter. (7) An analysis of opportuni6es for energy conserva6on with respect to residential development. (8) An analysis of existing assisted housing developments that aze eligible to change from low-income housing uses during the next 10 years due to tennination of subsidy contracts, mortgage prepayment, or expirarion of restrictions on use. "Assisted housing developments," for the purpose of this Section, shall mean multifamily rental housing that receives govemmental assistance under federal progams listed in subdivision (a) of SecHon 65863.10, state and local multifamily revenue bond progams, ]ocal redevelopment programs, the federal Community Development Block Grant Program, or tocal in-lieu fees. "Assisted housing developments" shall also include multifamily rental units that were developed pursuant to a local inclusionary housing program or used to qualify for a density bonus pursuant to Section 65916. (A) The analysis shall include a listing of each development by project name and address, the type of govemmental assistance received, the eazliest possible date of change from low-income use and the total number of elderly and nonelderly units that could be lost from the locality's low-income housing stock in each year during the 10-year period. For purposes of state and federally fimded projects, the analysis required by this subparagraph need only contain information available on a statewide basis. (B) The analysis shall estimate the rotal cost of producing new rental housing that is comparable in size and rent levels, to repiace the units that could change from low-income use, and an estimated cost of preserving the assisted housing developments. This cost analysis for reptacement housing may be done aggregately for each five-yeaz period and does not have to contain a project-by-project cost esfimate. APPE4 DICES SLOCOG REGIONAL HOUSING NEEDS PLAN JULY 2002 (C) The analysis shall identify public and private nonprofit corporaHons lmown to the local govemment that have legal and managerial capacity to acquire and manage these housing developments. (D) The analysis shall identify and consider the use of all federal, state, and local fmancing and subsidy programs which can be used to preserve, for lower income households, the assisted housing developments, identified in this paragraph, including, but not limited to, federal Community Development Block Grant �8�m funds, tax increment funds received by a redevelopment agency of the community, and administrative fees received by a housing authority operating within the community, In considering the use of these financing and subsidy progi�ams, the analysis shall identify the amounts of fimds under each available program which have not been legally obligated for other purposes and which could be available for use in proserv�ng assisted housing developments. (1) A statement of the community's goals, quanti5ed objectives, and policies relarive to the rnau�tenance, PI'eservahan, improvement, and development of housing. (2) It is recognized that the total housing needs identified pursuant to subdivision (a) may excad available resources and the community's ability to saHsfy this need within t6e content of the:ganeral p]sn requirements outlined in Article 5(commencing with SeCtion 65300). Under these;circumstences,:the quanfified objectives need aot be idenrical to the total housing needs. The quantified objechves shall establish the maxim�an number of housing units by income category that can be constructed, rehabilitated, and conserved over a five-year time period. (3) A program which sets forth a five-year schedule of actions the local goveminent is undertalang or intends to undertake to implement the policies and achieve the goals and objectives of the housing element tLrough the adminislration of land use and development controls, provision of regulatory concessions and inctntives, and the ufilization of appropriate federal and state fmancing and subsidy programs whca.availabk and the utilizarion of moneys in a low- and moderate- income housing fund of an agency if the Iocality has established a redevelopment project area pursuant to the Community Redevelopment Law (Division 24;(commencing with Section 33000) of the Health and Safety Code). In order to make adequate provision fot the housing needs of all economic segments of the community, the program shall do all of the following: (a) Idenrify adequate sites which will be made available through appropriate zoning and development standazds and with services and facilities, including sewage collection and treatrnenY, domesfic water supply, and septic tanks and wells, needed to facilitate and encourage the development of a variety of types of housing for all income levels, including mulrifamily rental housing, factory-built housing, mobilehomes, housing for agricultural employees, emergency shelters, and transitional housing in order to meet the community's housing goals as identified in subdivision (b). (b)Where the inventory of sites, pursuant to paragraph (3) of subdivision (a), does not identify adequate sifes to accommodate the need for groups of all household income levels pursuant to Section 65584, the program shail provide for sufficient sites with zoning that permits owner-occupied and renta] multifamily residenrial use by right, including density and development standards that could accommodate and facilitate the feasibility of housing for very low and low-income households. (r1) Where the inventory of sites pursuant to paragraph (3) of subdivision (a) does not identify adequate sites to accommodate the need for farmworker housing, the program shall provide for sufficient sites to meet the need with zoning that permits farmworker housing use by right, including density and development standards that could accommodate and facilitate the feasibility of the development of farmworker housing for low- and very low income households. (B) For purposes of this pazagraph, the phrase "use by righY' shail mean the use dces not require a conditional use permit, except then the proposed project is a mixed-use project involving both commercial or industrial uses and residenrial uses. Use by right for all rental multifamily residential housing shall be provided in accordance with subdivision (following the enacdnent of this subparagaph � of Section 65589.5. (1) The requirements of this subdivision regarding identificarion of sites for farmworker housing shall apply commencing with the next revision of housing elemrnts required by Section 65588. (2) Assist in the development of adequate housing to meet the needs of low- and moderate-income households. (3) Address and, where appropriate and legaily possible, remove govemmental consh�aints to the maintenance, improvement, and development of housing, including housing for all income levels and housing for persons APPE� DICES _ SLOCOG REGIONAL HOUSING NEEDS PLAN JULY 2002 with disabilities. The program shall remove constraints to, or provide reasonable accommodations for housing designed for, intended for occupancy by, or with supportive services for, persons with disabilities. (4) Conserve and improve the condition of the existing affordable housing stock, which may inolude addressing ways to mirigate ihe loss of dwelling units demolished by public or private acdon. (5) Promote housing opportunities for all persons regardless of race, religion, sex, marital status, anceshy, national origin, color, familial status, or disability. - (� (A) Piesa've for lower income households the assisted housing developments identified pursuant to paragaph (8) of subdivision (a). The program for preservation of the assisted housing developments shall utilize, to the p�tent ne�essa�,� al� available federal, state, and local financing and sub§idy progams identified in paragraph (g) of subdivision (a}, exctpt where a community has other urgent needs for which altemative fimding sources are not available. The program may include sirategies that involve local regularion and technical assistanca (B) The program shall include an idenHfication of the agencies and officials responsible for the imPlamentation of the various actions and the means by which consistency will be achieved with other Seneral plan elemehts and community goals. The local govemment shall make a diligent effott to achieve public participation of all economic segments of the community in the development of the housing element, and cha progam shall describe this effort. (d) The analysis and program for preserving assisted housing developments required by the amendments to this section enacted by the Statutes of 1989 shall be adopted as an amendment to fhe housing element by July 1, 1992. (e) Failure of the department to review and report its findings pursuant to Section 65585'to the local govemment between July 1, 1992, and the next periodic review and revision required �by Secrion 65588, concerning the housing element amendment required by the amendments to this section by the Statutes of 1989, shall not be used as a basis for allocaHon or denial of any housing assistance administered,pursuant to Part 2 (commencing with'Section 50400) ofDivision 31 of the Health and Safety Code. 65583.1. (a) T'he Depariment of Housing and Community Development, in evaluating a proposed oradopted housing element for consistency with state law, may allow a city or county to idenfify adequate sites, as required pursuant to Section 65583, by a variety of inethods, including, but not limited to, redesignation of properiy to a more intense land use category and increasing the density aliowed within one or more categories. Nothing in this section reduces the responsibility of a city or county to identify, by income category, the total number of sites for residential development as required by this article. (b) Sites that contain permanent housing units located on a military base undergoing closure or convtrsion as a result of action pursuant to the Defense AuthorizaHon Amendments and Base Closure and Realigmnent Act (Public Law 100-526), the Defense Base Closure and Realignment Act of 1990 (Public Law 101-510), or any subsequent act requiring the closure or conversion of a military base may be identified as an adequate site if the housing element demonstrates that the housing units wili be available for occupancy by households within the planning period of the element. No sites containing housing units scheduled or planned for demolirion or conversion to nonresidrntial uses shall qualify as an adequate site. Any city, city and county, or county using this subdivision shall address the progress in meeting this section in the reports provided pursuant to paragraph (i) of subdivision (b) of Section 65400. (c) (1) The Deparhnent of Housing and Community Development may atlow a city or county to substitute the provision of units for up to 25 percent of the community's obligation to identify adequate sites for any income category in its housing element pursuant to pazagraph (i) of subdivision (c) of Section 65583 if the community includes in its housing element a program committing the local government to provide units in that income category within the city or county that will be made available through the provision of committed assistance during the planning period covered by the element to low- and very Iow income households at affordable housing costs or affordable rents, as defined in Sections 50052.5 and 50053 of the Health and Safety Code, and which meet the requirements of paragraph (2). Except as otherwise pmvided in this subdivision, the community may substitute one dwelling unit for one dwelling unit site in the applicable income category. The progam shall do all of the following: APPENDICES 46 ' SLOCOG REGIONAL HOUSING NEEDS PLAN JULY 2002 (A)Identify the specific, existing sowces of committed assistance and dedicate a specific portion of the fimds from those soiuces to the provision of housing pwsuant to this subdivision. (B) Indicate the number of units that will be provided to both low- and very low income households and demonstrate that the amount of dedicated funds is sufficient ro develop the units at affordable housing costs or affordable rents. (� Demonstrate that the units meet the reyuirements of paragaph (2). . (2) Only units that comply with subparagraph (A), (B), or (C) qualify for. inclusion in the housing element ProBr� described in paragraPh (1), as follows: (a) Units that aze to be substantialiy rehabilitated with comautted assistance from the city or county and constitute a net increase in the comm�mity's stock of housing affordable to low- and very low-income households. For purposes of this subparagaph, a un;t is not eligible to be"substantislly rehabilitated" unless all of the following requirements are met: (b) At the time the unit is identified for substantial rehabilitation, (n tha 1oca1 governmrnt has determined that the unit is at imminent risk of loss to the housing stock, (In the local govemment has comaritted to provide relocation assistance pursuant to Chapter 16 (commencing with Section 7250) of Division 7 of Title 1 to any occupants temporarily or permanenUy displaced by the rehabilitation or code enfo�ement activity, (IIn the local govemment requires that any displaced occupants will have the right to reoccupy the rehabilitated units, and (I� the unit has beec�cited and found by the local code enforcement agency or a court to be unfit for human habitation and vacated or subject to�being vaoated ba;suse of the existence for not less than 120 days of four of ffie conditions listed in subdivisions (a) to (g), inclusive, of Secrion 17995.3 of the Health and Safety Code. (ii) The rehabilitated unit will have long-term affordability covenants and restrictions: that require the unit to be availabie to, and occupied by, persons or families of low- or very low income at affordable fiousing costs for at least 20 yeazs or the time period required by any applicable federal or state law or regulation, except that if the period is less than 20 years, only one unit shail be credited as an identified adequate site for every Uaee units rehabilitated pursuant to this section, and no credit shall be allowed for a unit required to remain aft'ordable for less than 10 years. (iii) Prior to inifial occupancy after rehabilitation, the local code enforcement ageney shall issue a certificate of occupancy indicating compliance with all applicable state and local building c�e and health and safety code requirements, (B) Units that are located in a mulrifamily rental housing complex of 16 or more units, are converted with committed assistance &om the city or county from non-affordabie to affordable by acquisition of the unit or the purchase of affordability covenants and restrictions for the unit, are not acquired by eminent domain, and constitute a net inerease in the community's stock of housing afl'ordable to low- and very low income households. For purposes of this subparagraph, a unit is not converted by acquisirion or the purchase of affordability covenants unless all of the following occur: (i) The unit is made available at a cost affordable to low- or very low-income households. (ii) At the time the unit is identified for acquisition, the unit is not available at a cost affordable to low- or very low income households. (iii) At the time the unit is identified for acquisition the unit is not occupied by tow- or very low income households. , (iv) The unit is in decent, safe, and sanitary condition at the time of occupancy. (v) The acquisition price is not geater than 120 percent of the median price for housing units in the city or county. (vi) The unit has long-term affordability covrnants and restrictions that require the unit to be affordable to persons of low or very low income for not less than 30 years. (C) Units that will be preserved at affordable housing costs to persons or families of low or very low incomes with committed assistance from the city or county by acquisition of the unit or the purchase of af3'ordability covenants for the unit. For pwposes of tlus subpazagtaph, a unit shall not be deemed preserved unless all of the following occur: � APPE4 DICES SLOCOG REGIONAL HOUSING NEEDS PLAN JULY 2002' (i) The unit has long-term affordability covenants and reshictions that require the unit to be affordable to and reserved for occupancy by persons of the same or lower income group as the ciurent occupants for a period o{ at least 40 years. (ii) The unit is multifamily rental housing that receives govemmental assistance under any of the following state and federal programs: Section 221(d)(3) of the National Housing Act (12 U.S.C. Sec. 17151(dx3) and (5)); Section 236 of the National Housing Act,(12 U.S.C. Sec. 1715z-1); Section 202 of the Housing Act of 1959 (12 U.S.C. Sea 1701�; for rent supplement assistance under Section 101 of the Housing and Urban Developmenf r Act of 1965, as amended (12 U.S.C. Sea 1701s); under Section 515 of the Housing Act of 1949, as emended (42 U.S.C. Sec. 1485); and any new construction, substantial nhabilitation; moderate rehayil;tation, property disposition, and loan management set-aside programs, or any other program providing projtct-6ased assistence, under Section 8 of the United States Housing Act of 1937, as amended (42 U.S.C. Sec. 1437�; any state and local multifamily revenue bond programs; local redevelopment programs; the federat Community Development Block Grant Progam; and other local housing assistance programs or units that were used to yua]ify for a density bonus pursuant to Secrion 65916. (iii) The city or coun 'ty finds, after a public heazing, that the unit is eligible, and is reasonably expected, to change from housing affordable to low- and very low income households to any other use during the next five years due to termination of subsidy contracts, mortgage prepayment, or expiiation of restrictions on use. (iv) The unit is in decent, safe, and sanitary condition at the time of occupancy.. (v) At the time the unit is identified for preservation it is available at affordable cost to persons or families of low or very low income. (3) This subdiyision does not apply to any city or county that, during the current or immediately prior planning period, as defined by Section 65588, has not met any of its share of the regianal need for affordable housing, as defined in Section 65584, for low- and very low income households. A city or county shall document for any such housing unit that a building pernvt has been issued and all development and permit fees have been paid or the unit is eligible'to be lawfully occupied. (4) For purposes of this subdivision, "committed assistance" means that the cify or county rnters into a legally enforceable agreement during the first two yeazs of the housing element planning period that obligates sufficient available funds to provide the assistance necessary to make the identified units affordable and that requires that the units be made available for occupancy within two years of the execution of the ageement. "Committed assistance" does not include tenant-based rental assistance. (5) For pwposes of this subdivision, "net increase" includes only housing units provided committcd assistance pursuant to subparagaph (A) or (B) of pazagraph (2) in the current plazming period, as defined in Section 65588, that were not provided committed assistance in the immediately prior planning period. (6) For puiposes of this subdivision, "the time the unit is idenrified" means the earliest time when any city or county agent, acting on behalf of a public entity, has proposed in writing or hasproposed orally or in writing to the property owner, that the unit be considered for substantial rehabilitation, acquisition, or preservation, (7) On July 1 of the third year of the planning period, as defined by Section 65588, in the report required pursuant to Section 65400, each city or county that has included in its housing element a program to provide units pursuant to subpazagraph (A), (B), or (C) of paragraph (2) shall report in writing to the legislative body, and to the department within 30 days of maldng its report to the legislative body, on its progess in providing anits pursuant to this subdivision. The report shall identify the specific units for which committed assistance has been provided or which have been made available to low- and very low income households, and it shall adequately document how each unit complies with this subdivision. If, by 7uly 1 of the third yeaz of the planning period, the city or county has not entered into an enforceable agreement of committed assistance for all units specified in the programs adopted pursuant to subpazagraph (A), (B), or (C) of paragraph (2), the city or county shall, not later than July 1 of the fourth yeaz of the planning period, adopt an amended housing element in accordance with Section 65585, identifying additional adequate sites pwsuant to paragraph (1) of subdivision (c) of Section 65583 sufficient to accommodate the number of units for which committed assistance was not provided. If a city or county does not amend its housing element to identify adequate sites to address any shortfall, or fails to comp]ete the rehabilitation, acquisition, purchase of affordability covenants, or the preservarion of any housing unit within rivo years after committed assistance was provided to that unit, it shall be prohibited from identifying units pursuant to subpazagraph (A), (B), or (C� of paragraph (2) in the housing APPENDICES 48 SLOCOG REGIONAL HOUSING NEEDS PLAN JULY 2002: element that it adopts for the next planning period, as defined in Secrion 65588, above the number of units actually provided or preserved due to committed assistance. 65584. Regional housing needs (a) For purposes of subdivision (a) of Section 65583, the share of a city or county of the regional housing needs includes that share of the housing need of persons at all income levels within the area Bignifi�anuy �{�'�ted by a Beneral plan of the city or county. The dishibution of regional housing needs shall.,based upon svai�able data, take into consideration market demand for housing, employment opportumties, the availability of suitable sites and public facilities, commuting pattems, type and tcnure of housing nced, the ]oss of un;ts contained in essisted housing developments, as defined in pazagraph (8) of subdivision (a) of SecUOn 65583, t}tat changed to non-low- income use through mortgage prepayment, subsidy contract expirations, or terminahon of use restrictions, and the housing needs of farmworkers. The dishibution shall seek to reduce We concenh�etion oflower income households in ci6es or counties that already have disproportionately high proportions of lower income households. Based upon population projections produced by the Departrntnt ofFinanceand ngional popu�ahon forecasts used in PreParing regional transportation plans, and in consultation with each council of gove�n�nts, the Departrnent of Housing and Community Development shall determine the regional share of the sffitewide housing need at least two years prior to the second revision, and all subsequent revisions as requ'ved pursuant to Section 65588. Based upon data provided by the deparhnent relative to the statewide need for housing, each council of govemments shall determine the existing and projected housing need for its ngion Within 30 days following noHficallon of this determination, the department shall ensure thaY this determination is consistent with the statewide housing need. The department may revise the determination of,the councit of gavemments if necessary to obtain this consistency. The appropriate council of governments shall determinelhe share for each city or county consistent with the criteria of this subdivision and with the advice of the departrnent subject to the pracedure established pursuant to subdivision (c) at least one year prior to the second revision, and at five-yeaz intervals following the second revision pursuant to Secrion 65588. The council of govemmmts shall yvbmit to the department information,regazding the assumptions and methodology to be used in alloca4ng the regional housing need. As part of the allocation of the regional housing need, the councii of govemmentc, or che department pursuant to subdivision (b), shall provide each city and county with data descnbing the sssumptions and methodology used in calculating its shaze of the regional housing need. The department shall submit to each council of govemmenYs informarion regazding the assumptions and methodology to be used in allocating the regional share of the statewide housing need. As part of its determination of the.regional share of the statewide housing need, the department shall provide each council of governments with data describ� t�e assumptions and methodology used in calculating its share of the statewide housing need. The councils of govemments shall provide each city and county with the departmenYs informarion. The council of governments shall provide a subregion with its shaze of the regional housing need, and delegate responsibility for providing allocations to cities and a county or counries in the subregion to a subregional enrity if this nsponsibility is requested by a county and all cities in the county, a joint powers authority established pursuant W Chapter 5 (commencing with Section 6500) of Division 7 of Title 1, or the goveming body of a subregional agency established by the council of governments, in accordance with an agreement entered into betwean the council of govemments and the subregional enNty that sets forth the process, timing, and other terms and conditions of that delegation of responsibility. . (b) For areas with no council of govemments, the department shall determine housing market azeas and define the regional housing need for cities and counties within these areas pursuant to the provisions for the distributron of regional housing needs in subdivision (a). If the depaztrnent determines that a city or county possesses the capability and resowces and has agreed to accepf the responsibility, with respect to its jurisdiction, for the identification and determination of housing market areas and regional housing needs, the dtpartrnent shall delegate this responsibility to the ciHes and counties within these azeas. (c) (1) Within 90 days following a determination of a council of governments pursuant to subdivision (a), or the departrnenYs determination pursuant to subdivision (b), a city or county may propose to revise the determination of its share of the regional housing need in accordance with the considerations set forth in subdivision (a). The APPE49 ICES _ _ _ _ — SLOCOG REG�ONAL HOUSWG NEEDS PLAN JULY 2002 proposed revised share shall be based upon available data and accepted planning methodology, and supported by adequate dceumentarion. . . (2) Within 60 days after the time period for the revision by the city or county, the council of govemments or the depaztrnent,' as the case may be, shall accept the proposed revision, modify its earlier determiaati�, or indicate, - based upon available data and accepted planning methodology; why the proposed revision is inconsistont with the regional housing need. - (A)If the council of governments ar the depaitment, as the case may be, does not accept the proposad revision, then the city or county shall have the right to request a public heazing to review tht detetmination wit}�in 30 days. (B) The city or county shall be norified within 30 days by certified maii, retum receipt requested, of at least one public hearing regarding the determinaHon. (C) The date of the heazing shall be at least 30 days &om the date of the notification. (D) Before maldng its final determination, the council of govemments ar the department, as tl�e ease may b��' shall consider comments, recommendations, available data, accepted platmiag:methodology, and local geological and topographica] resh�aints on the production of housing. (3) If the council of governments or the department accepts the proposed revision or tnod�fies its eazlier determination, the city or county shall use that shaze. If the council of govemments or tLe d�paztrnent �� a revised allocation pursuant to pazagraph (1), the council of governments or the departrnent shall ensuce t}iat the current total housing need is maintained. If the council of governmtnts or the department indicates that the proposed revision is inconsistent with the regional housing need, the city or county:shall use ihe shaze that was originally determined by the council of governments or the departrnent. (4) Tl�e deteimination of the council of govemments or the department, as the case may be, shall be subject to judicial review pursuant to Secrion 1094.5 of the Code of Civil Procedure. (5) The coimcil of govemments or the department shall reduce the shaze of regional housing needs of a county if all of the following conditions are met: (A)One or more cities within the county agree to increase its share or their shares in an amount that wiil make up for the reducHon. � , (B) The transfer of shazes shall only occur between a county and citieswithin that county. (C) The county's share of low-income and very low income housing shall be reduced only in proportion to the amount by which the county's shaze of moderate- and above moderate-income housing is reduced. (D) The council of govemments or the department, whichever assigned the county's share, shall have authority over the approval of the proposed reduction, taldng into consideration the criteria of subdivision (a). , (6) T'he housing element shall contain an analysis of the faetors and circumstances, with aq supporting data, jusrifying the revision. All materials and data used to justify any revision shall be made available upon request by any interested party within seven days upon payment of reasonable costs of reproduction unless the costs are waived due to economic hazdship. . (d) (1) Except as provided in pazagraph (2), any ordinance, policy, or standazd of a city or county that directly limits, by number, the building permits that may be issued for residential conshuction, or limits for a set period of time the number of buildable lots that may be developed for residential purposes, shall not be a justification for a detemvnarion or a reduction in the shaze of a city or coimty of the regional housing nced. (2) Paragraph (1) dces not apply to any city or county that imposes a moratorium on residential conshuction for a specified period of time in order to preserve and proteot the public health and safety. ff a moratorium is in effect, the city or county shall, prior to a revision pursuant to subdivision �, adopt findings that specifically describe the threat to the public health and safety and the reasons why construction of the number of units specified as its share of the regional housing need would prevent the mitigation of that threat. (e) Any authority to review and revise the share of a city or county of the regional housing need granted under this section shall not constitute authority to revise, approve, or disapprove the manner in which the share of the city or county of the regional housing need is implemented through its housing program. (� A fee may be chazged to interested parties for any additional costs caused by the amendments made to subdivision � by Chapter 1684 of the Statutes of 1984 reducing from 45 to 7 days the time within which materials and data shall be made available to interested parties. APPENDICES 50 SLOCOG REGIONAL HOUSING NEEDS PLAN JULY 2002 (g) Determinarions made by the department, a council of govemments, or a city or county pursuant_ to, tivs section are exempt &om the California Environmental Quality Act, Division 13 (commencing with 3ection 21000) of the Public Resources Code. -. - _ .. _..ii; 65584.5. (a) A city or county may h�ansfei a percentage of its shaze of the regional housing needs to anothtr;city or county, if all of the following requirements are met: ' (h) Both the receiving city or county and the transferring city or coun co 1 with all of the conditions specified in subdivision (b). � � y .. (2) The council. of govemments or the department reviews the findings made pursuant to ��• subdivision �. PaTa�Ph (Z) of (3) The transfer dces not occur more than once in a five-yeaz housing,elemtnt interyal puisuant to subdinsion (b) of Sec6on 65588. (4) The procedures specified in subdivision � are met. (b) (1) Except as provided.in paragtaph of subdivision (c) of Secrion 6�584, a city or coimty transfeiring a shaze. of its regional houaing necds sh�]� fi� have met, in the current or previous housing element cycle, at least -15 percent of, its e�cistmg s]►ere of the region's affordable housing needs, as defined in Section 65584, in the very low and lower income category of income groups defined in Section 50052.5 of the Health and Safety Code if it proposes to transfer not more than 15 percent: In no event, however, shall the city or county transfer more than 500 dwelling units in a housing element cycte. (2) A city or county shall transfer its regional housing needs in the same proportion by income group as the jiuisdiction has met its regional housing needs. (3) The transfer'shall be only between jurisdictions that aze contiguously situated or behvetn a receiviag city or county that is within 10 miles of the territory of the community of the donor city or county. ff both the donor community and receiving community aze counries, the donor county shall be adjacent to, in the same council of govemments region as, and in the same housing market as, the receiving county. The sites on which any transferred housing units will be constructed shall be in the receiving city or county, and vyithin the same housing market azea as the jurisdiction of the donor ciry or county. (4) The transferring and receiving city or county shall have adopted, and shall be implementing, a housing element in substantial compliance with Section 65583. (5) The hansferring city or county and the receiving city or county shall have completed, and provided to the departrnent, the annual report required by subdivision (b) of Section 65400. �(1) The donor city or county and the receiving city or county shall, at least 45 days prior to the transfer, hold a public hearing, after providing norice pursuant to Section 6062, to solicit public comments on the drat} contract, including its terms, conditions, and determinarions. (2) The h�ansferring and the receiving city or county shall do all of the following: (A) Adopt a finding, based on substantial evidence on the record that the transfer of the regional housing need pursuant to the terms of the ageement will not cause or exacerbate racial, ethnic, or econoatic segregation and will not create a dehimental financial impact upon the receiving city or county. (B) Adopt a finding, based on substantial evidence on the record, that the �ansfer of the regional housing need will result in the construcNon of a geater number of similaz type dwelling units than if the transfer does not occur. (3) (A) The transferring city or county and the receiving city or county shall enter into an agreement to hansfer units eligible under subdivision (b). A copy of this agreement shall be sent to the council of govemments and the department to be kept on file for public examination. (B) The agreement shall include a plan and schedule for timely construction of dwelling units, including, in addition to site identification, identification of and timeframes for applying for sufficient subsidy or mortgage financing if the units need a subsidy or mortgage financing, and a finding that sufficient services and public faciliHes will be provided. (4) At least 60 days prior to the transfer, the receiving city or county plazming agency and the transferring city or county planning agency shall submit to the department a draft amendment to reflect the identified transfemd units. A transferring agency may ieduce its housing needs only to the extent tUat it had not previously_reduced its housing needs pwsuant to paragraph (2) of subdivision (b) of Section 65583. A county planning agency that APPENDICES 51 SLOCOG REGIONAL HOUSING NEEDS PLAN ' JULY 2002 has its share of the regional housing need reduced pursuant to paragraph (5) of subdivision (c) of Sa;tion 65584 shall comply with this section. A receiving city or county shall, in addition to any other provisions of the atticle; identify in its housing element sufficient sites to meet its initial low- and moderate-income housing needs and su�cient sites to meet all transfeaed housing needs. - (5) The depaztrnent shall review the draft amendment and report its written findings to the planning agenoy within 45 days of its receipt. (� The deparhnenYs review shall follow the same procedure, requirements, and responsibilities of Sxtions 65583, 65585, 65587, and 655893. The court shall consider any written find'mgs submitted th� (d) No transfer made pursuant to this section shail affect the plans for a develo � �� a city or county for a va145 da s Pment that have been submitt� tA PP� y prior to the adoption of the amendment to the housing elenxnt. (e) No h�ansfer made pursuant to this section shail be counted toward any ordinance or policy of a lceality that specifically limits the number of units that may be conshvcted. (� The Attomey Generai or any other interested person shall have suthority to tnforce the terms of the ageement and the provisions of this section. (g) For a period of five yeus after the transfer occws, the report required by subdivision (b) of Section 65400 shall include information on the status of transferred units, implementation of the terms and conditions of the hansfer contract, and information on any dwelling units actually conshvcted, including the number, type, location, and affordability requirements in place for these units. (h) (1) At kast,60 days prior to the proposed hansfer, the donor city or county shall submit the proposed agreement to the council of governments, or ta the departrnent if there is no council of governments that serves the city or county,.for review. The guveming board of the council or the director shall determine whether therc is substantial evidence W suppurt the terms, conditions, and determinations of the agreement and whether the agreement complies with the substantive and procedural requirements of this section. If the council or the director fmds that there is substsntial evidence to support the terms, conditions, and determinations of the agreement, and that the ag�eement complies with the substantive and ptocedural requirements of this section, the participating jurisdictions may proceed with the agreemrnt. If the governing boazd or the director fmds that there is not substantial evidence to support the tem�s, conditions, and findings of the agreement, or that the agreement dces not comply with the substantive and procedural requirements of this secHon, the boazd or the director may make recommendations for revising or terminaHng the agreement. The participating jurisdictions shall then include those revisions, if any, or terminate the agreement. (2) The council or the director may convene a committee to advise the council or the director in conducting this review. The donor city or county and the receiving community shall pay the council's or the departmrnYs costs associated with the committee. Neither the donor city or county, nor the receiving city or county, may expeng moneys in its Low and Moderate Income Housing Fund of its redevelopment agency for costs associated with the committee. (3) Membership of the committee appointed pursuant to paragraph (2) shall include all of the following: (h) One representative appointed by the director. (B) One representative appointed by the donor agency. � One representative appointed by the receiving community. (D) Two low- and moderate-income housing advocates, appointed by the director, who represent those persons in that region. (h) (i)1'he receiving city or county shall conshvct the housing units within three years of the date that the transfer contract is entered into pursuant to this section. This requirement shall be met by dceumenting that a building permit has been issued and all fees have been paid. (2) Any portion of a regional shaze allocallon that is transferred to another jurisdicrion, and that is not constructed within the three-yeaz deadline set forth in paragraph (1), shall be reallocated by the council of governments to the transferring city or county, and the transferring city or county shall modify its zoning ordinance, if necessary, and amend its housing element to reflect the reallocated units. (3) If, at the end of the five-year housing element planning period, any portion of a regional share allceation that is transferred to another jurisdiction is not yet conshucted, the coimcil of govemments shall add the unbuilt units to the normal regional fair share allocation and reallocate that amount to either of the following: (h) The receiving city, if the three-yeaz deadline for construction has not yet occurred; or APPES DICES SLOCOG REGIONAL HOUSING NEEDS PLAN JULY 2002 (B) The Vansfcrring city, if the three-year deadline for conshvction has oc�urre� . �4) If the hansferred units aze not constructed within tUree years, the nonperforming jurisdictions participatmg in the transfer of regional share allocations shall be precluded from hansferring their region� gh� p�t to this secHon, for the planning period of the next periodic update of the housing e]ement, G� pn rn' after January 1, 2000, no transfeiring city or county shall enter into an agreeme�t Pu�u�t to this section unle,qs a]attr �cted statute, wlvch is enacted before January 1, 2000, deletes or extends that date. (1c) If Article XXXiy of the Califomia Consritution is applicable, the receiving city or co�mtJ s�� q�, �t it has sufficient authority under Article XJ�XIV of the Califomia Constitution to aliow :ckvelopment of units hansferred pursuantto this sec6on. (1) The receiving city or county shall not, within three years of the date of the h�ansfec agroemeet enrtered into pursuant to this secrion, or until h�ansfeired units are constructed, whichever is longer, enter into a conhact to transfer units outside the territorial jurisdiction of the agency pursuant to this section. (m) Communities that have transferred a portion of their share of the regional housingaeed tQ another city or county pursuant to this section shall comply with all othei provisions:oflaw.for;ptapases of remaining regiona� hausing need not transferred, including compliance with the � � (n) As used in tivs section, "housing market area" means the area detennined by a counci 1 of Sy�� 65589.5. deP�ent pursuant to Section 65584, and based upon market demand for housin �� °L �e the availability of suitable sites and public facilities, and commuting patterns. g � �� O � ities, (o) This secrion shall not be conskued to interfere with the right of counties�to tansfer shares of regional housing needs pursuant to paragraph (5) of subdivision � of Section 65584. 65585. (a)1n the preparation of its housing element, each city and county shall consider the guidelines adopted by the deparhnent pursuant to Section 50459 of the Health and Safety Code. Those guidelines shall be advisory to each city or county in the prepazation of its housing element. (b) At least 90 days prior to adoption of its housing element, or at least 60 days prior to the adoption of an aznendment to this element, the planning agency shall submit a draft elecnent oT draft amendment to the deP�ent. The depaztrnent shall review the draft and report its written findings to the planning ageney vvithin 90 days of its receipt of the draft in the case of an adoprion or within 60 days of its receipt in the case of a draft amendment. (�) In the preparation of its findings, the department may consult with any pubiic agency, group, or person, The dapartrnent shall receive and consider any written comments from any public agency, g�onp, or pason regarding the draft or adopted element or amendment under review. (d) In its written findings, the department shall determine whether the draft element or draft amendment substanrially complies with the requirements of this article. (e) Prior to the adopHon of its draft element or draft amendment, the legislarive body shall consider the fm� dings made by the depaztrnent. If the departmenYs findings are not available within the time limits set by this section, the legislative body may act without them. (� If the department finds that the draft element or draft amendment dces not substanrialiy comply with the requirements of this azticle, the ]egis]ative body shall take one of the following actions: (1)Change the draft element or draft amendment to substantially comply with the requirements ofthis article. (2) Adopt the draft element or draft amendment without changes. The legislarive body shal] include in its resolution of adoption written findings which explain the reasons the legislative body believes that the draft element or draft amendment substantially complies with the requirements of this article despite the findings of the departrnent. (g) Promptly following the adoption of its element or amendment, the planning agency shall.submit a copy to the department, (h) The departrnent shall, within 90 days, review adopted housing elements or amendments and report its findings to the planning agency. APPENDICES 53 SLOCOG REGIONAL HOUSING NEEDS PLAN JULY 2002 Apaendix E Attorney General Opinion No. 87-206 _ . CONCLUSIONS ' 1. The determination of a locality's share of the regional housing needs by a council of govemments must inGude both the existing and projected housing needs of the locality. „ 2. The availability of suitable housing sites must be considered based not only upon the existing zoning ordinances and land use restrictions of the locality but also :based uport the paentia� for increased residential development under aRemative zoning ordinances and iand use resMctionS, 3. The income categories of sections 6910.6932 of tiUe 25 of the Calffomia Administrative Code must be used. ANALYSIS The three questions presented for analysis concern a city's or county's share of regional housing needs as determined by a council of govemments and set forth in its generai pian. in analyzing these questions we preliminarily note that every city and county operates under a comprehensive and long- term general plan to guide its future physical development. (Gov. Code, §:gg3pA;,guena �tista Garden Apartments Agsn. v. City of San Diego Planning Dept. (1985) 175 Gal.App:3iJ"289, 294,J "The ye�era� plan is atop the hierarchy of local govemment law regulating land use:" (Neigh6orhood ;qct(on Group v. County of Calaveras (1984) 156 Cal.App.3d 1176, 1183 J Section 8530U states: "Each planning agency shall prepare and the legislative body of each county and city shall adopt a comprehensive, long-term general plan for the physical development of the county or city, and of any land outside its. boundaries which in the planning agencys judgment bears relatiort to its planning. Chartered cities shall adopt general plans which contain the mandaYory efements specified in Section 65302." Section 65302 provides: "The general plan shall consist of a statement of development policies and shall include a diagram or diagrams and text setting forth objectives, principles, standards, and plan proposals. The plan shall include the following elements. "(c) A housing element as provided in Article 10.6 (commencing with Section 65580). The "housing element as provided in Article 10.6" (§§ 65580-65589.8) must meet detailed requirements. Section 65583 provides: "The housing element shall consist of an identificatlon and analysis of existing and projected housing needs and a statement of goals, policies, quantified objectives, and scheduled programs for the preservation, improvement, and development of housing. The housing element shall identify adequate sites for housing, inciuding rental housing, factory-built housing, and mobile homes, and shali make adequate provision for the existing and projected needs of alt economic segments of the community. The element shall contain all of the following: (a) An assessment of housing needs and an inventory of resources and constraints relevant to the meeting of these needs. The assessment and inventory shall include the following: "(1) Analysis of population and employment trends and documentation of projections and a quantificaUon of the locality's existing and projected housing needs for all income leyels. These existing and projected needs shail include the locality's share of the regional housing need in accordance with Section 65584 APPENDICES 54 SLOCOG REGIONAL HOUSING NEEDS PLAN Section 65584 states: JULY 2002 "(a) For purposes of subdivision (a) of Section 65583, a localitys'share of the regional housing needs includes that share of the housing need of persons at all income levels within the area signifi affected by a jurisiiiction's general plan. The distribution of regional housing needs shall based upon available data, take into consideration market demand for housing, emp�oyment opportunkies; the availability of suitable sites and publlc faciliUes, commuting pattems, type and.:tenure ofhousing need, and the housing needs of farmworkers. The distribution shall seek to avoid further Impaction of localities with reiatively high proportions of lower income households. Based upon data provided by the Department of Finance, .in consultation with each counal of govemment Housing and Community DevelopmeM shall determine the regional share of the; sta� housing need at least two years prior to the second revision, and all subsequent:revisions as required pursuant to Section 65588. Based upon data provided by the Department of Housing and Community:Qevelopment relatiye to the statewide need for housing, each council of govemments shall determine the existing and projected housing need for its region. Within 30 days following notification of this determination, the pepartment of Housing and Community Development shali ensure that this determination is consistent with the statewide housing need and may revise the determination of the council of govemments if nec;essary to obtain this consistency. Each Iocaiity's share shall be determined by the_ appropriate council of govemments consistent with the criteria above with the advice of the:departme�;rsutsject to the procedure established pursuant to subdivision (c) at least one year prior to the second revision, and at five-year intervals following the second revision pursuant to Section 65588. "(b) For areas .with no council of governments, the Department of Housing and Community Development shall determine housing market areas and define the regional housing need for loca�ities within these areas. Where the department determines that a local govemment possesses the capability and resources and has agreed to accept the responsibility, with cespect to its jurisdiction, for the identification and determination of housing market areas and regional housing needs, the department shall delegate this responsibility to the local govemments within these area. Section 65584 gives the Department of Housing and Community Development ("DepartmenY') various responsibilities including the duty to define the regional housing need for localities in areas not covered by a council of govemments, unless it has delegated such authority to a local govemment. For cities and counties located in areas served by a council of govemments, the counal pertorms this function. Section 65584 requires the Department or a council to act when a housing element of a city or county is revised "pursuant to Section 65588." The latter statute designates various dates for housing element revisions, including for areas covered by specified councils of govemments: "(1) Locai govemments within the regional jurisdiction of the Southem Califomia Association of Govemments: July 1, 1984, for the first revision and July 1, 1989, for the second revision. "(2) Local govemments within the regional jurisdiction of the Association of Bay Area Govemments: January 1, 1985, for the first revision, and July 1, 1990, for the second revision. "(3) Local governments within the regional jurisdiction of the San Diego Association of Govemments, the Council of Fresno County Govemments, the Kem County Council of Govemments; the Sacramento Council of Governments, and the Association of Monterey Bay Area Govemments: July 1, 1985, for the first revision, and July 1, 1991, for the second revision." APPENDICES 55 SLOCOG REGIONAL HOUSING NEEDS PLAN JULY 2002 Thereafter a housing element revision is required "not less than every five years." (§ 65588, subd. (b)•) The focus of the three inquiries is directed at both sections 65583 and 65584. Several we11-recognized principles of statutory construction aid our analysis of these iegistative enactments, In construing statutory language, we are to "ascertain the intent of the Legisla4ure so as to effectuate the purpose of the law." (Select Base Materials v. Board of Equal. (1959) 51 Ca1.2d 640;:645; accor+d Peapte v, Davis (1981) 29 Cal.3d 814, 828.) "In determining such intent, the court Rums first to the�nrords themseives for the answer [citations] "(People v. Craft (1986) 41 Cal.3d 554, 560.) The wotds are to be yiven "their ordinary and generally accepted meaning." (People v. -Castro (1985) 38 Ca1:3d 301, 310.) Moreover, "legislation should be construed so as to harmonize its various :elernents without doing violence to its language or spirit:" (Wells v. Marina City Properties, Inc. (1981) 29 Cai.3d 781, 788.) "Wherever reasonable, interpretations which produce intemal harmony; avold redundancy.and accord significance to every word and phrase are preferred." (Pacific Legal FoundaGon v: Unerapbyment Ins. Appeals Bd. (1981) 29 Cal.3d 101, 174.) "Interpretive oonstructions which rendecsome words surplus, defy common sense, or lead to mischief or absurdity, are to be avoided." (Califomia Mfrs. Assn. v. Public U6lities Com. (1979) 24 Cal.3d 836, 844.) 1. Existing and Projected Housing Needs The first question posed is whether the councii's determination of a locality's� share is to inclvde both the existing and projected housing needs of the locality. We conclude that it dces. Section 65584 directs a council to "determine the existing and projected housing need for its region." The purpose of Such determination is to calculate and apportion shares of this need to all cities and counties in the region. "Each locality's share shall be determined:by the council of govemments." (§65584, subd. (a).) Two components thus comprise-the �egional:housfifg need; the existing housing need and the projected housing need. When shares;of the regionel housiny:need are apportiorred to the communities in the area, each share contains both components. No pro4ision of the statute remotely suggests that one of the necessary components is to be omitted when apportioning shares. Such construction of section 65584 is supported by the language of section 65583. As previousiy quoted, the latter statute requires that the housing element of a city or county contain "a quantification of the locality's existing and projected housing needs for all income levels." It then provides' "These existing and projected needs shall include the locality's share of the regional housing need in accordance with Section 65584:' Hence the reference in section 65583 to "existing and projected housing needs" in conjunction with "the locality's share of the regional housing need" clearly indicates that the latter incorporates both components. One of the purposes of the legislation goveming housing elements is "[t]o ensure that each local govemment cooperates with other local govemments in order to address regional housing needs." (§ 65581, subd. (d).) Regional housing needs include both ebsting and projected needs. (§ 65584, subd. (a).) Both components are "addressed" by apportioning shares thereof to each community in the region. By so construing section 65584, we give each of its provisions meaning and carry out the apparent intent of the Legisiature. In answer to the first question, the regional housing needs by housing needs of the locality. 2. Current Zoning Ordinances therefore, we conciude that the determination of a locality's share of a councii of governments must inGude both the existing and projected APPENDICES 56 SLOCOG REGIONAL HOUSING NEEDS PLAN JULY 2002 The second question concerns whether in making its determinaGon of a locality's share of the regional . housing needs, a council of governments is to consider the availability of suitable housing sites based upon the existing zoning ordinances and land use restrictions of the locality or upon altemaGve zoning ordinances and land use restrictions that would allow the potential for increased residendal development. We conclude both existing and alternative zoning ordinances and land use restrlcdons must be considered. The council of govemments is directed to determine a loqlity's share of the regional housing needs based upon the following criteria: 'The market demand for housing, employment opportunities, the availability of suitabie sites and public facilities, commuting pattems, type and tenure of housir�g need, and: the honsing needs of farmworkers [and the avoidance ofj further impaction of localities with:�elatively high proportions of lower income households." (§ 65584, subd. (a).) We find no indication in section 65584 that current zoning ordinances and land use restrictions are to limit the factor of "the availability of suitable sites." A housing site would be unsuitabie based upon its physical characteristics, not because of some govemmental control of an artificial and extemal nature. The planning process of sections 65583 and 65584 contemplates an identification of-adequate sltes that could be made availabie through different policies and develapment:sta�udards.:. policies would be only one aspect of the "available data" upon which 3he factorof 'Yhe;�a��ilap�i � o suitable sites" is to be considered under section 65584. To argue that this part of the genera� p�an is required to conform to existing zoning practices would be anomalous and circultous, since section 65860 requires the zoning ordinances of a locality to be consistent with its generat plan. Subdivision (d) of section 65584 emphasizes this fact by expressly providing that a local govemmenYs share of the regional housing need is not subject to reduction, except in one narrow circumskance, by: ". .any ordinance, policy, or standard of a city, county, or city and county which directly limits, by number, the building permits which may be issued for residential construction, or which limits for a set period of time the number of buiidable lots which may be developed for residential purposes.^ Our construction of section 65584 is consistent with the goals of the statutory scheme as a whole (§§ 655$0-65589.8) and the particular requirements specified for housing elements (§ 65583). The legislation has as its primary purpose "to expand housing opportunities and ac�mmodate the housing needs of Califomians of all economic levels" (§ 65580, subd. (b).) Cities and counties are directed to "recognize their responsibilities in contributing to the attainment of the state housing goa� ° (§ 65580, subd. (a).) Each local govemment is "to cooperate with other local govemmehts and the state in addressing regional housing needs." (§ 65580, subd. (e).) Aliowing a aty or county to prevent being allocated a share of the regional housing needs through restricted zoning ordinances would be contrary to the man'rfest intent of the Legislature. The housing element of a local government must specifically include: "An inventory of land suitable for residential development, including vacant sites and sites having potential for redevelopment, and an analysis of the relationship of zoning and public faalities and services to these sites." (§ 65583, subd. (a)(3).) It is the "relationship" of current zoning ordinances that must be considered with respect to suitable housing sites. No hint of limitation may be found in the use of tf►e term "relationship." Sedion 65583 also requires that a housing element inciude a five-year program that will: APPENDICES 57 SLOCOG REGIONAL HOUSING NEEDS PLAN '• JULY 2002 "Identify adequate sites which will be made available through appropriate zoning and development standards antl with public services and facilities needed to facilitate and encourage the development of a variety of types of housing for all income levels. .."(§ 65583, subd. (c)(1).) '. &� Such language unmistakably contemplates that zoning ordinances and land use restrictions'may require modification during the five-year period to acxommodate a bcalitys projected housing needs. Consistent with this interpretation is the requirement that the five-year prograrr�: - °• �' "Address and, where appropriate and legally possible, remove govemmental constraints fo the maintenance, improvement, and development of housing."(§ 65583, subd. (c)(3).) �"-' �� These "govemmental constraints" must be analyzed in detail in the housing element; the element must contain: "Analysis of potential and actual govemmental constraints upon the°maiotenance,�amprrnrement, or development of housing for ali income levels, inGuding land use controls, building codes and'their enforcement, site improvements, fees and other exactions required of developers, and locai processing and permit procedures:" (§ 65583, subd. (a)(4).) In sum, a local govemment must provide in its housing element for3he:existing and�proje¢ted housing needs of all economic segments of the community. (§ 65583.)°:In doing so, it:is r8q�;.to identify suitable housing sites. (§ 65583, subd. (a)(3).) The city or county must identify those sites "wh�ch will be made available through appropriate zoning and development standards" during the ensuing`frve- year period. (§65583, subd. (c)(1).) It must "undertake to implement the pol(c(es°and achieve the goa�s and objectives of the housing element through the administration of land use and deaelopment controls." (§ 65583, subd. (c).) The required consideration and evaluation of zoning changes necessary to meet the identified needs of the community would be-preduded by albwfng e�dsting zoning limitations to define what housing sites are "suitable." A council of govemments thus would not be able to pertorm the task mandated for it without consideration of land uses that are possible despite ewsting zoning restrictions. The "suitable sites" factor to be considered by a councii pursuant to section 65584 must be read in conjunction w�th the phrase "land suitable for residential development" of section 65583 that requires consideration of zoning limitations but is not limited to lands presently zoned for such development. In answer to the second question, therefore, we conclude that a council of govemments must consider the availabifity of suitable housing sites based not only upon the ewsting zoning ordinances and land use restrictions of the locality but also based upon the potential for increased residential development under altemative zoning ordinances and land use restrictions when determining a localitys share of the regional housing needs. 3. Calculation of Income Levels The third question presented is whether a council of govemments is required to follow the regulations (Cal. Admin. Code, tit. 25, §§ 6910-6932) of the Department defining income categories when determining a locality's share of the regional housing needs. We conclude that it must: Regulation 6926 states in part: "'Very low income households' means persons and families whose gross incomes do not exceed the qualifying limits for very low income families established and amended from time to time pursuant to Section 8 of the United States Housing Act of 1937. The q�alifying limits are set forth in Section 6932. APPENDICES ' 58 SLOCOG REGIONAL HOUSING NEEDS PLAN JULY 2002 These limits are equivalent to 50 percent of the area median income, adjusted for family size by the United States Department of Housing and Urban Development" (Cal. Admin. Code, tit. 25, § 6926, : subd.(a).) Regulation 6928 provides in part: "'Lower income households' means persons and families whose gross incomes do not exceed the qualifying limits for lower income families as established and amended from4ime:to time.pursuant to Section 8 of the United States Housing Act of 7937. The qualifyiag limits are set forth in Section 6932. These limits are equivalent to 80 percent of the area median income, adjusted for family size and other adjustment factors by the United States Department of Housing and llrban Development "(Cal. Admin. Code, tit. 25, § 6928; subd. (a).) Regulation 6930 states in part: "'Moderate income households' means persons and families who are not'lower income households' and whose gross incomes do not exceed 120 percent of the area median income adjusted for family size in accordance with adjustment factors adopted by the United States Department of Housing and Urban Development in estabiishing income limits for lower income farrNlies. Fw purposes of this subchapter, the income limits are set forth in Section 6932." (CaI.;Admin: Code,.tit. 25, § 8930, subd. (a)•) 50079.5 (lowe�ncame househods)y50093 hous ),Sand 5010 income households). A council of governments must determine a locality's share of the regional housing needs "of persons at all income levels within the area." (§ 65584, subd.(a).) Thls determinaGon is to;be."based upon data provided by the Department." (Ibid.) tt is the Department that assesses the state housing needs upon which the reyional housing needs are calculated. The Department is also required to revise any determination of regional housing needs made by a council that is inconsistent with N�e state housing needs. (Ibid.) The Department follows state law (Health & Saf. Code, §§ 50079.5, 50093, 50105; Cal. Admin. Code, tit. 25, §§ 6910-6932) in categorizing income leveis for its calculations and the-data provided to the councils. For a council to "base" its determinations upon the �epartmenYs data, we believe that it is directed to use the income categories selected by the Department. No other definitions of moderate income, lower income, or very low income may be found in state law governing this issue. We note also that the Legislature has specifically referred to "persons and families of low or moderate income, as defined in Section 50093 of the Health and Safety Code" when mandating the review and revision of housing elements. (§ 65588, subd.(d).) Requiring a council of governments to follow the income classifications established by the Legislature and Department provides consistency between sections 65584 and 65588. Such interpretation of the terms of section 65584 facilitates the administraHon of the state housing laws. Allowing each council of govemments, on the other hand, to create its own income classificaBons would be impractical and would defeat the purpose of ineeting the state housing needs in a consistent and effective manner. Uniformity of classification allows the Iocai govemments "to cooperate with other local govemments and the state in addressing regiona/ housing needs °(§ 65580, subd. (e).) APPENDICES 59 SLOCOG REGIONAL HOUSING NEEDS PLAN JULY 2002 in answer to the third question, therefore, we conGude that the inoome qtegories of sections 6910- 6932 of Utle 25 of the Califomia Administrative Code must be used by-e council of govemments when determining a localitys share of the regional housing needs. APPENDICES 60