Loading...
HomeMy WebLinkAboutAGENDA REPORT 2025 1105 CC REG ITEM 09CCITY OF MOORPARK, CALIFORNIA City Council Meeting of November 5, 2025 ACTION ADOPTED RESOLUTION NO. 2025-4360. (ROLL CALL VOTE: UNANIMOUS) BY A. Hurtado. C. Consider Resolution Adopting Inclusionary Housing In-Lieu Fees. Staff Recommendation: Adopt Resolution No. 2025-4360 implementing inclusionary housing in-lieu fees. (Staff: Gene Burse, Deputy Community Development Director) (ROLL CALL VOTE REQUIRED) Item: 9.C. MOORPARK CITY COUNCIL AGENDA REPORT TO: Honorable City Council FROM: Doug Spondello, Community Development Director BY: Gene Burse, Deputy Community Development Director DATE: 11/05/2025 Regular Meeting SUBJECT: Consider Resolution Adopting Inclusionary Housing In-Lieu Fees BACKGROUND The 2021-2029 General Plan Housing Element and 2023 Zoning Code Update implemented standard requirements for the reservation of affordable housing with new development projects constructed in the City of Moorpark. The purpose of this item is to present the findings and recommendations from the Nexus Study for the Affordable Housing In-Lieu Fee completed in 2024. The Study was commissioned to develop a citywide Affordable Housing In-Lieu Fee Program that aligns with the City’s housing policies and the recently adopted Inclusionary Housing Ordinance (Ordinance No. 515). The Fees will provide additional flexibility to the City and development community in meeting affordable housing needs generated by new market- rate units in the City. The Nexus Study commenced in Fiscal Year (FY) 2023/24 and was prepared by Harris & Associates, Inc. (Harris). As the City continues to experience growth, the need and demand for affordable housing has become increasingly pressing. New developments in the City must include affordable housing units to offset the increased demand created by the construction of new market- rate residential units. The Inclusionary Housing Ordinance was originally established by Ordinance No. 515 in October 2023 and now appears in Section 16.24.065 of the Municipal Code. This Ordinance requires that residential developments with 10 or more units reserve 15% of the developed units as affordable housing. The Code also defines specific criteria for the levels of affordability. Developers have the option to meet these requirements by constructing the affordable units on-site as part of the project, or by paying an in-lieu fee. Item: 9.C. 45 Honorable City Council 11/05/2025 Regular Meeting Page 2 The Nexus Study establishes the reasonable relationship between new residential development and the resulting demand for additional affordable housing consistent with the City’s Inclusionary Housing Ordinance. It determines the maximum justifiable in-lieu fees that can be levied by calculating the affordability gap—the difference between development costs and what low- to moderate-income households can afford. This gap is used to establish the maximum supported fee levels, ensuring new developments contribute their fair share toward addressing affordable housing needs. The fees are defined in the Nexus Study and would be paid on a per-unit basis multiplied by the total number of all residential units proposed within a given project. The proposed in-lieu fee would be paid only when a Developer elects not to provide affordable housing on-site for the following types of housing units: • Single-Family For-Sale Units • Multifamily For-Sale Units • Multifamily For-Rent Units The goal of the City is to develop a fee program that helps bridge the housing affordability gap and balances fee levels with desired economic growth and complies with the legal requirements. The Nexus Study provides the necessary technical analysis to support the adoption of the in-lieu fees. The fees will be effective immediately after the City’s final action establishing and authorizing the collection of the fees. DISCUSSION In 2017, AB 1505, known as the "Palmer Fix," was enacted to allow jurisdictions to impose inclusionary housing requirements on rental housing developments, effectively overturning the 2009 court decision (Costa-Hawkins Act), which limited the ability of jurisdictions to impose affordable rental housing requirements and led to challenges in enforcing inclusionary housing policies. AB 1505 permits cities to adopt ordinances requiring a percentage of residential rental units to be affordable for low- and moderate- income households. It also mandates that cities provide alternative compliance options, such as in-lieu fees, off-site construction, or land dedication. Staff contracted with Harris to prepare a Nexus Study (Exhibit A to the Resolution) that summarizes the assumptions, methodologies, facility standards, costs, and cost allocation factors that were used to establish the relationship between the fees and the development on which the fees will be charged using the Inclusionary Equivalent Fee methodology. The Nexus Study outlines the calculation of fees that developers can pay instead of building affordable housing units as part of new residential developments. The Nexus Study calculates the “affordability gap,” which is the difference between the cost of developing a housing unit and what lower-income households can afford to pay. This gap is calculated separately for different types of housing (e.g., single-family homes, multifamily for-sale, and multifamily for-rent units) and income levels (e.g., low-income, moderate-income). The total development cost of affordable housing units is estimated 46 Honorable City Council 11/05/2025 Regular Meeting Page 3 based on recent trends in construction and land acquisition costs. This includes hard costs (e.g., building costs), soft costs (e.g., design and permits), and financing costs. The Nexus Study identifies the income levels required to afford market-rate housing in the City. This includes calculating the maximum mortgage or rent that households at different income levels can support, based on federal guidelines. The fee is based on the affordability gap multiplied by the percentage of affordable units required under the City's Inclusionary Housing Ordinance. This calculation process ensures that the fees reflect the actual costs of developing affordable housing and are aligned with the City's housing policies and goals. The City may choose to adopt in-lieu fees that are lower than the maximum justifiable amounts to encourage development and mitigate potential impacts on housing development within city limits. The schedule of established fees may be amended from time to time by resolution of the City Council. Fees can also be updated administratively by an annual inflation factor that is included as part of the adopting resolution. The proposed fees are consistent with the City’s 2021-2029 Housing Element, which outlines the need to provide housing opportunities for all income levels. By adopting these fees, the City can ensure that new development projects contribute appropriately to the City's affordable housing stock without unduly burdening developers. City staff reviewed the options provided in this Nexus Study and recommend the following fees be adopted. These fees equal the maximum supportable fees calculated in the Nexus Study and are less than the averages of other local agencies. This methodology supports the City's goal of using the in-lieu fee funds to help finance affordable housing development. The goal of the City is to develop a fee schedule that helps bridge the housing affordability gap and balances fee levels with desired economic development growth. Based on the findings presented in the Nexus Study, City staff recommends the City Council adopt an Enabling Resolution implementing the in-lieu fees. The recommended fee levels for all land uses are set at the maximum justifiable fee amount calculated in the Nexus Study. The proposed in-lieu fee would be paid only when a developer elects not to provide affordable housing on-site. The proposed fees in Table 1 below are found in the Nexus Study and would be paid on a per unit basis multiplied by the total number of all market- rate residential units proposed within a given project that has single-family for sale-units, multifamily for-sale units or multifamily for-rent units. For example, if the adopted fee for a single-family detached for-sale unit is $111,000, a project consisting of 100 new single- family homes would result in an in-lieu fee payment of $11,100,000 (100 units x $111,000/unit). Another example, if a developer proposes a new building containing 150 market-rate multifamily for-rent units and elects to pay the in-lieu fee rather than provide affordable units onsite would result in an in-lieu fee payment of $8,250,000 (150 units x $55,000/unit). 47 Honorable City Council 11/05/2025 Regular Meeting Page 4 Table 1: Proposed In-Lieu Fees From Nexus Study The land use types referenced in Table 1 are defined by the Moorpark Municipal Code as follows: • Single-Family Dwelling: A detached building constructed in conformance with the Uniform Building Code, or a mobile home constructed on or after June 15, 1976, containing one dwelling unit. • Multifamily Dwelling: A building, or portion of a building, containing three or more dwelling units. The Nexus Study provides the necessary technical analysis to support the adoption of the proposed in-lieu fees identified in Table 1. The fees will be effective immediately after adoption of the Enabling Resolution. ENVIRONMENTAL DETERMINATION Adoption of the proposed inclusionary housing in-lieu fees was reviewed in accordance with the criteria contained in the California Environmental Quality Act (“CEQA”) and the State CEQA Guidelines. The Community Development Director finds that adoption of the in-lieu fees will not have a significant impact on the environment and are exempt from CEQA pursuant to Section 15061(b)(3) of State CEQA Guidelines because no specific development is authorized by the adoption of new fees. Land Use Inclusionary Requirement1 Affordability Level Affordability Gap per Unit2 Fee per Unit Total Fee per Unit Average of Other Cities 3 Proposed Fee 4 7%80% AMI or below $862,569 $60,380 8%120% AMI or below $641,120 $51,290 7%80% AMI or below $554,659 $38,826 8%120% AMI or below $333,392 $26,671 7%30% AMI or below $410,054 $28,704 8%50% AMI or below $331,224 $26,498 1) City of Moorpark Inclusionary Housing Requirements, Municipal Code 17.24.065. 2) Table 10 and Table 11. 3) Table 13. 4) Proposed fees are rounded to the nearest 1,000. Multifamily For-Rent 55,202 $73,849 $55,000 Single Family Detached For- S ale Multifamily For-Sale 65,497 $86,442 $65,000 111,670 $153,427 $111,000 48 Honorable City Council 11/05/2025 Regular Meeting Page 5 FISCAL IMPACT Direct fiscal impacts to the City's operating budget are not expected as a result of this recommended action. Rather, Affordable Housing In-Lieu fees may be paid by new development which would provide funding that will be used by the Housing Division within Fund 2121. Specifically, this revenue will be used to finance the development, acquisition, and/or preservation of affordable housing units within the City as well as related staffing costs. The fees are structured to cover the full cost of mitigating the affordable housing impacts of new development. To ensure the in-lieu fees remain consistent with the rising cost of construction, staff recommends that the fees be adjusted annually on July 1, beginning in 2027, based on the annual percentage change in the Engineering News-Record (ENR) Construction Cost Index (commonly known as the Construction Cost Index or CCI) for the Los Angeles region for the 12-month period ending in February. This index is a widely recognized industry standard used to track and estimate construction cost inflation over time. It is used as a benchmark for measuring cost trends in the U.S. construction market. COUNCIL GOAL COMPLIANCE This action accomplishes Goal 1, Objective 1.3 (Inclusionary Housing Policy) of the 2023- 2025 City Council Goals. It is also consistent with Goal 3, Objective 3.5 (Financial Sustainability). STAFF RECOMMENDATION (ROLL CALL VOTE REQUIRED) Adopt Resolution No. 2025-____ implementing inclusionary housing in-lieu fees. Attachment: Draft Resolution No. 2025-____ 49 RESOLUTION NO. 2025-____ A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MOORPARK, CALIFORNIA, APPROVING THE AFFORDABLE HOUSING IN-LIEU FEE NEXUS STUDY FOR NEW RESIDENTIAL DEVELOPMENT AND ENABLING THE IMPLEMENTATION OF THE AFFORDABLE HOUSING IN-LIEU FEES WHEREAS, the City of Moorpark is committed to addressing the affordable housing needs of its residents and ensuring that housing is available for households of all income levels; and WHEREAS, the City desires to introduce Affordable Housing In-Lieu Fees for new residential development that provides developers with the opportunity to meet the affordable housing requirements pursuant to the City’s Inclusionary Housing Ordinance (Ordinance No. 515). The establishment of the in-lieu fees offers developers the option to pay an in-lieu fee rather than providing deed-restricted affordable units as part of their development projects; and WHEREAS, the City retained Harris & Associates, Inc. to prepare an Affordable Housing In-Lieu Fee Nexus Study (the “Nexus Study”, Exhibit A) dated April 2024 to analyze the relationship between new residential development and the need for additional affordable housing and to determine the maximum justifiable in-lieu fees; and WHEREAS, the Nexus Study identifies the purpose of the in-lieu fees, the use to which the fees will be put, demonstrates a reasonable relationship between the development of new residential units and the impact on affordable housing demand. The Study also describes the relationship between new residential development and the fee amounts under assumptions that are consistent with the City’s Inclusionary Housing Ordinance; and WHEREAS, the Nexus Study provides the documentation, detail, and other information required by AB 1505 as the basis for the adoption and imposition of the in- lieu fees; and WHEREAS, the proposed in-lieu fees are consistent with the goals and policies outlined in the City’s 2021-2029 Housing Element, which was adopted in February 2023, to provide opportunities for the development of adequate housing for all income levels; and WHEREAS, the City Council has reviewed and considered the in-lieu fees established herein, and finds that the fees will mitigate the impact of an increase in affordable housing needed from the development of market-rate residential units. ATTACHMENT 50 Resolution No. 2025-____ Page 2 NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MOORPARK DOES HEREBY RESOLVE AS FOLLOWS: SECTION 1. RECITALS. The findings and recitals set forth in this Resolution are true and correct, and are incorporated herein. SECTION 2. CEQA. The approval of the Nexus Study and the adoption of the in- lieu fees specified in this Resolution, was reviewed in accordance with the criteria contained in the California Environmental Quality Act (“CEQA”) and the State CEQA Guidelines. The City Council finds that approval of the Nexus Study and the adoption of the in-lieu fees specified in this Resolution will not have a significant impact on the environment and are exempt from CEQA pursuant to Section 15061(b)(3) of State CEQA Guidelines because these actions involve the adoption of in-lieu fees and no specific development is authorized by the adoption of the Nexus Study or the adoption of new fees. No physical activity will occur until all required environmental review is conducted at the time the physical improvements are undertaken at a future unspecified date. Therefore, the approval of the Nexus Study and adoption of the in-lieu fees does not have the potential for causing a significant effect on the environment. SECTION 3. Approval of the Nexus Study. The City Council hereby approves the City of Moorpark Affordable Housing In-Lieu Fee Nexus Study prepared by Harris & Associates, Inc. and dated April 2024, and the findings contained therein, attached hereto as Exhibit A. A copy of the Nexus Study shall be on-file with the City Clerk and available during regular City business hours for public inspection. SECTION 4. Establishing the amount of the Inclusionary Housing In-Lieu Fees for new residential development projects subject to the City’s Inclusionary Housing Ordinance. The City Council hereby adopts the in-lieu fees for (1) Single Family For-Sale Units, (2) Multifamily For-Sale Units, and (3) Multifamily For-Rent Units, in accordance with the Schedule of Inclusionary Housing In-Lieu Fees identified in Table A below and incorporated by this reference. Table A: Schedule of Inclusionary Housing In-Lieu Fees Land Use Fee Per Unit* Single-Family Detached For-Sale $111,000 Multifamily For-Sale $65,000 Multifamily For-Rent $55,000 *Fee is to be paid on a per unit basis multiplied by the total number of all market-rate residential units proposed within a given project. 51 Resolution No. 2025-____ Page 3 SECTION 5. Adoption of Methodology for Calculation, Adjustment, and Collection of Inclusionary Housing In-Lieu Fees. The City Council adopts the methodology set forth in the Nexus Study, for calculating the in-lieu fees adopted herein. The in-lieu fees established in Table A (Schedule of Inclusionary Housing In-Lieu Fees) shall be collected in accordance Chapter 3.36 of the Moorpark Municipal Code and automatically adjusted annually on July 1 each year, beginning in 2027, using the annual percentage change in the Engineering News-Record Construction Cost Index (CCI) for Los Angeles region for the 12-month period ending in February each year. SECTION 6. Effective Date of Inclusionary Housing In-Lieu Fees. The in-lieu fees shall be effective immediately following the adoption of this Resolution. SECTION 7. No Changes to Other City Fees. Nothing in this Resolution shall repeal, amend or supersede any other City-imposed fees except for the amount of specific type and category of fees addressed in the Nexus Study and expressly established by this Resolution. SECTION 8. Certification. The City Clerk shall certify to the adoption of this resolution and shall cause a certified resolution to be filed in the book of original resolutions. PASSED AND ADOPTED this 5th day of November, 2025. ________________________________ Chris R. Enegren, Mayor ATTEST: ___________________________________ Ky Spangler, City Clerk Exhibit A: Affordable Housing In-Lieu Fee Nexus Study dated April 2024 52 Affordable Housing In-Lieu Fee Nexus Study April 2024 City of Moorpark FINAL Affordable Housing In-Lieu Fee Nexus Study City of Moorpark April 2024 Prepared for: Prepared by: 101 Progress, Suite 250 Irvine, California 92618 (949) 655-3900 EXHIBIT A Resolution No. 2025-____ Page 4 53 Affordable Housing In-Lieu Fee Nexus Study April 2024 City of Moorpark Table of Contents EXECUTIVE SUMMARY .............................................................................................................. i Section 1 INTRODUCTION AND METHODOLOGY ............................................................. 1 INTRODUCTION ...................................................................................................... 1 METHODOLOGY ..................................................................................................... 3 Section 2 AFFORDABILITY GAP ANALYSIS ........................................................................ 8 METHODOLOGY ..................................................................................................... 8 DEVELOPMENT COSTS ........................................................................................... 8 AFFORDABLE HOUSING RATES .......................................................................... 11 AFFORDABILITY GAP RESULTS .......................................................................... 13 Section 3 FINDINGS AND NEXUS REQUIREMENTS .......................................................... 15 MAXIMUM FEE CALCULATION ........................................................................... 15 Section 4 POLICY CONSIDERATIONS ................................................................................ 17 HOUSING POLICY CONSISTENCY ........................................................................ 17 COMPARISON TO OTHER JURISDICTIONS .......................................................... 18 CONCLUSION ........................................................................................................ 18 Resolution No. 2025-____ Page 5 54 Affordable Housing In-Lieu Fee Nexus Study i April 2024 City of Moorpark EXECUTIVE SUMMARY INTRODUCTION The City of Moorpark (City) retained Harris & Associates (Harris) to prepare an Affordable Housing In-Lieu Fee Nexus Study (Study) in order to develop a citywide Affordable Housing In- Lieu Fee (Fee) Program. The Fees will provide additional flexibility to the City and development community in meeting affordable housing needs generated by new market-rate units in the City. This Study provides a nexus analysis of the linkages between the new development of residential units and the need/demand for additional affordable housing for informational purposes. This Study also analyzes the reasonable relationship between new residential development and the Fee amounts under assumptions that are consistent with the City’s recently adopted Inclusionary Housing Ordinance. The Fees in this Study represent the maximum fees supported but do not represent specific Fee recommendations. The City has the latitude to adopt the Fees deemed appropriate. FINDINGS AND METHODOLOGY Table ES. 1 compares the maximum supportable fees calculated using the inclusionary equivalent methodology and the averages of in-lieu fees in other local cities for comparison purposes. Table ES. 1: Maximum Supported Fee Comparison The Inclusionary Equivalent Supportable Fee is the gap in affordability under the affordable unit production requirement in the existing Inclusionary Housing Ordinance. These amounts approximate the actual costs to build the affordable units required by the City’s Inclusionary Ordinance and represent the maximum supportable in-lieu fees. The Local City Survey numbers represent the average in-lieu fees required by surrounding cities. Harris staff completed the analysis using the Inclusionary Equivalent Supportable methodology to determine the maximum supportable Fee for the City. Inclusionary Equivalent Supportable Fee1 Local City Survey2 Single-Family For-Sale $111,670 $153,427 Multifamily For-Sale $65,497 $86,442 Multifamily For-Rent $55,203 $73,849 1) Tables 10 and 11. 2) Table 13. Resolution No. 2025-____ Page 6 55 Affordable Housing In-Lieu Fee Nexus Study ii April 2024 City of Moorpark The Inclusionary Equivalent Fee Methodology involves applying the affordability gap calculations per unit to the established affordable unit requirements from the existing Inclusionary Housing Ordinance. This methodology has the advantage of using existing inclusionary requirements, which may reflect additional considerations beyond demand created by new development, such as the City’s Regional Housing Needs Allocation. The Study uses this methodology, illustrated by the figure below. Inclusionary Equivalent Fee Methodology The in-lieu fee estimates were based on three general development types, which were identified in the City’s General Plan 2050: · Single-family detached (SFR for-sale) · Multifamily condominiums (MFR for-sale) · Multifamily apartments (MFR for-rent) In order to estimate future market-rate housing development in the City, Harris staff researched and reviewed Zillow and LoopNet data showing recently constructed units for-sale, and information from City staff to identify recent market trends related to home prices. The Fees calculated in this Study reflect the estimated cost of future residential development. The household income limits as a percentage of Area Median Income (AMI) for Ventura County are shown in Table ES. 2. These threshold incomes are a key input to the economic impact analysis described in Section 1. Prior to determining the affordability gap, the total amount that households can afford to allocate to their housing must be determined. Determine types of new market- rate units to be developed Calculate Cost to Develop For- Sale and For-Rent units in the City Determine HH income levels and maximum amount to be spent on housing Calculate Affordability Gap: difference between development cost and sales price (for-sale) and development cost and maximum supportable debt (for-rent) Affordability Gap x Inclusionary Housing Requirement Resolution No. 2025-____ Page 7 56 Affordable Housing In-Lieu Fee Nexus Study iii April 2024 City of Moorpark Table ES. 2: Threshold Incomes and percent of Area Median Income (AMI) POLICY CONSIDERATIONS The City should evaluate several policy considerations and implications related to the in-lieu fees. Harris reviewed the maximum supportable Fees for consistency with the Housing Policy outlined in the City’s Housing Element and has prepared a comparison of fees with other jurisdictions. Housing Policy Consistency The 2021-2029 Housing Element, adopted in 2023, discusses the current affordable housing issues that exist within the City and details the City’s existing Inclusionary Housing Program. The proposed Fees are consistent with the Housing Element’s goal of providing opportunities for the development of adequate housing for households of all income levels and are directly based on the Inclusionary Housing Program requirements. The City’s current Housing Program is managed by the Community Development Department. The Housing Program implements goals and policies of the City’s General Plan and Housing Element. The Housing Program manages market rate and affordable housing projects and initiatives. A primary goal of the Housing Program is to expand the variety of housing availability in the community to meet the current and future needs of the City’s community members. Housing Program staff coordinates with local housing developers, non-profit housing organizations, and the Area Housing Authority of County of Ventura to monitor and help develop new and preserve existing housing in the City. The proposed Fees are consistent with the goals of the Housing Element and the City’s Housing Program. Comparison to Other Jurisdictions An analysis of comparable cities that require affordable housing in-lieu fees is provided below as a comparison to the maximum supported Fees as determined by this Study. Table ES. 3 shows the average amount of affordable housing in-lieu fees collected per residential type in comparable communities in the region. See Table 13 for an in-depth review of surrounding cities. 1 2 3 4 5 6 Extremely Low Income 30%27,900$ $31,900 $35,900 $39,850 $43,050 $46,250 Very Low Income 50%46,500$ $53,150 $59,800 $66,400 $71,750 $77,050 Low Income 80%74,400$ $85,000 $95,650 $106,250 $114,750 $123,250 Moderate Income 120% 111,600$ $127,600 $143,600 $159,400 $172,200 $185,000 Source: Area Housing Authority of County of Ventura I n come Limits effective May 15, 2023. Percent of AMI Family Size Resolution No. 2025-____ Page 8 57 Affordable Housing In-Lieu Fee Nexus Study iv April 2024 City of Moorpark Table ES. 3: Average Fee of Comparable Municipalities Policymakers may choose to adopt a fee less than the maximum supported amount in order to lessen the burden on new development while still mitigating a portion of the affordable housing needs created from new development. Proposed Fees City staff reviewed the options provided in this analysis and recommend the following fees be adopted. These fees equal the maximum supportable fees calculated in this report and are less than the averages of other local agencies. This methodology supports the City's goal of using the in- lieu fee funds to help finance affordable housing development. See Table ES. 4 for a summary of the recommended fees. Table ES. 4: Proposed Fees Land Use Fee Single Family (Detached)$153,427 Multifamily - For-Sale (Attached)$86,442 Multifamily - For-Rent (Attached)$73,849 Source: See Table 13 for detailed local city survey. Land Use Inclusionary Requirement1 Affordability Level Affordability Gap per Unit2 Fee per Unit Total Fee per Unit Average of Other Cities 3 Proposed Fee4 7%80% AMI or below $862,569 $60,380 8%120% AMI or below $641,120 $51,290 7%80% AMI or below $554,659 $38,826 8%120% AMI or below $333,392 $26,671 7%30% AMI or below $410,054 $28,704 8%50% AMI or below $331,224 $26,498 1) City of Moorpark Inclusionary Housing Requirements, Municipal Code 17.24.065. 2) Table 10 and Table 11. 3) Table 13. 4) Proposed fees are rounded to the nearest 1,000. Multifamily For-Rent 55,203 $73,849 $55,000 Single Family Detached For- Sale Multifamily For-Sale 65,497 $86,442 $65,000 111,670 $153,427 $111,000 Resolution No. 2025-____ Page 9 58 Section 1 INTRODUCTION AND METHODOLOGY INTRODUCTION The City desires to introduce an Affordable Housing In-Lieu Fee for new residential development to offer developers the option to pay an in-lieu fee rather than producing deed-restricted, affordable units pursuant to the City’s Inclusionary Housing Ordinance (Ordinance No. 515) as part of any new residential development project of 10 units or more. The Fee is designed to mitigate the impact of an increase in affordable housing needed from the development of new market-rate residential units. This Study establishes the maximum supported Fee levels related to residential development. The methodology establishes a reasonable relationship between the associated impact of new development and the amount of the Fee and details the data sources and associated findings. The first portion of the analysis determines the demand created by the development of market-rate residential units for affordable housing units. The demand for affordable housing units at various income levels is then used to calculate the “affordability gap”. For ownership housing units, the sales price needed for units to be affordable to low-income households is compared to the cost to develop these units to calculate the “affordability gap.” For rental units, the development cost is compared with income sources available for housing to determine the “affordability gap”. The second portion of the analysis involves applying the affordability gap calculations per unit to both the estimated affordable housing demand determined in the first portion of the analysis and the affordable unit requirements from the existing Inclusionary Housing Ordinance. Background This section discusses the City’s historical Inclusionary Housing Policy and the results of recent legislation and judicial rulings. City’s Inclusionary Housing Ordinance The City uses an Inclusionary Housing Policy originally established by Ordinance No. 515 (adopted in October 2023) to generate affordable housing in proportion with the overall increase in market-rate residential units and is described in the Housing Element of the City’s General Plan. The Policy requires the following for housing projects with 10 or more units: · For-Sale: For-sale residential development projects of fifteen (15) or more dwelling units shall provide fifteen percent (15%) of the total units of a residential development and satisfied by designating seven percent (7%) for low-income household and eight percent (8%) for moderate income household. For residential developments of between ten (10) Resolution No. 2025-____ Page 10 59 Affordable Housing In-Lieu Fee Nexus Study 2 April 2024 City of Moorpark and fifteen (15) units, a single inclusionary unit shall be required and can be either very low or low income. · For-Rent: Rental residential development projects of fifteen (15) or more dwelling units shall provide fifteen percent (15%) of the total units available at affordable rent and satisfied by designated seven percent (7%) for extremely low-income households and eight percent (8%) for very low-income households. However, the Ordinance (and therefore the in-lieu fees) do not apply to the following: · Projects that are not residential development. · Residential developments of nine (9) or less residential units. Adjacent projects that are on separate parcels but collectively equal ten (10) or more dwellings and are held by the same owner are not exempt, unless permitted more than one (1) year apart. · A one hundred percent (100%) affordable housing project. · Units approved as accessory dwelling units or junior accessory dwelling units. · Residential development projects using density bonus which meet or exceed the affordability of fifteen percent (15%) of units. The current Policy (as described in Ordinance 515) allows developers to pay an in-lieu Affordable Housing Payment instead of developing affordable units as part of a project or as part of an offsite project. The purpose of this Nexus Study is to determine the maximum justifiable fee for different types of residential development. The City Council may choose to establish the fees at the maximum justifiable amounts or at lower amounts to reduce the potential impact on new residential development. Legal Framework In 2009, the Court of Appeals struck down a City of Los Angeles ordinance imposing inclusionary housing requirements on rental housing projects with a density of more than 10 dwelling units per lot. The Courts’ decision that regulating the rent levels to ensure the units were affordable in nature directly violated the provisions of the Costa-Hawkins Act. Jurisdictions were unable to require affordable housing units at affordable rental rates as a condition of project approval because of this decision. In 2015, the California Supreme Court ruled in favor of the City of San Jose in a court case involving the California Building Industry Association (Association). The Association challenged the legality of San Jose’s inclusionary program on the basis that it constituted an “exaction” that Resolution No. 2025-____ Page 11 60 Affordable Housing In-Lieu Fee Nexus Study 3 April 2024 City of Moorpark required a nexus study. The court deemed that San Jose’s inclusionary program was not an exaction and it constituted a valid exercise of the City’s power to regulate land use. Finally, in 2017, Governor Jerry Brown signed a package of housing related bills, which included AB 1505, commonly referred to as the “Palmer Fix”. AB 1505 allows jurisdictions to adopt ordinances that require a percentage of residential rental units to be affordable to individuals whose income falls below the moderate-income limit, based on AMI, for the county. Additionally, AB 1505 requires jurisdictions to provide alternative methods for developers to satisfy their affordable housing requirements, which may include in-lieu fees, off-site construction, land dedication, or acquisition and rehabilitation of existing units. METHODOLOGY Nexus Analysis Residential development projects contribute to population growth. As the population grows, additional services and facilities are needed to accommodate the residential population influx. In order to meet the increased demands of population growth, new non-residential development will occur, correlating to an increase in the worker population. A portion of the new worker population will earn a wage that is not sufficient to rent or purchase market-rate housing. The Study analyzes the maximum supported Fee to address the affordable housing need created by new residential development. The Fee will be used to build affordable housing to address the demand generated. One approach to calculating a supportable in-lieu fee uses the demand created by the development of market-rate residential units for affordable housing units. The demand for affordable housing units at various income levels is then used to calculate the “affordability gap”. For ownership housing units, the sales price needed for units to be affordable to low-income households is compared to the cost to develop these units to calculate the “affordability gap.” For rental units, the development cost is compared with supportable debt to determine the “affordability gap”. The figure on the following page illustrates this methodology. Resolution No. 2025-____ Page 12 61 Affordable Housing In-Lieu Fee Nexus Study 4 April 2024 City of Moorpark Demand-Based Fee Methodology An alternative approach is the Inclusionary Equivalent Fee Methodology, which involves applying the affordability gap calculations per unit to the established affordable unit requirements from the existing Inclusionary Housing Ordinance. This methodology has the advantage of using existing inclusionary requirements, which may reflect additional considerations beyond demand created by new development, such as the City’s Regional Housing Needs Allocation. The Study uses this methodology, illustrated by the figure on the following page. Determine types of new market- rate units to be developed Determine gross HH income necessary to buy or rent Determine discretionary HH income levels spent on goods & services for new HH Determine jobs generated by discretionary income spending Determine amount of housing units needed for workers generated Calculate Affordability Gap: difference between development cost and sales price (for-sale) and development cost and maximum supportable debt (for- rent) Affordabilty Gap x Estimated Demand Resolution No. 2025-____ Page 13 62 Affordable Housing In-Lieu Fee Nexus Study 5 April 2024 City of Moorpark Inclusionary Equivalent Fee Methodology Harris staff determined that the best methodology for calculating the City’s Affordable Housing In-Lieu fee is the Inclusionary Equivalent Fee methodology. The Demand-Based Fee methodology is not used in this nexus analysis. The methodology utilized in this nexus analysis for the Inclusionary Equivalent maximum supportable Fees complies with general best practices related to nexus studies and follows the following order, specific data points are explained in the following sections of this study: This nexus analysis begins with an analysis of the types of market rate residential units to be developed. Harris coordinated with City staff, local real estate professionals, and a sampling of planned and current recently developed housing types to determine the likely characteristics of new residential units developed in the City and categorized the development into three land use types based on the City’s General Plan 2050: · Single-family detached (SFR for-sale) · Multifamily condominiums (MFR for-sale) · Multifamily apartments (MFR for-rent) Using separate housing types ensures the presentation of an accurate representation of similar market-rate units. Harris staff estimated the income levels of buyers and tenants of market-rate units to serve as a reference; this information is not directly used in the Inclusionary Equivalent Fee methodology. The sales price and rent costs for market-rate units, as well as the income levels of potential buyers and tenants were determined using several data sources. For rental units, the income level required Determine types of new market- rate units to be developed Calculate Cost to Develop For- Sale and For-Rent units in the City Determine HH income levels and maximum amount to be spent on housing Calculate Affordability Gap: difference between development cost and sales price (for-sale) and development cost and maximum supportable debt (for-rent) Affordability Gap x Inclusionary Housing Requirement Resolution No. 2025-____ Page 14 63 Affordable Housing In-Lieu Fee Nexus Study 6 April 2024 City of Moorpark to occupy market-rate units is determined by taking the average annual rent for a variety of rental housing apartment sizes (studio to three bedroom) and adding the annual utility amounts, as recommended by the US Department of Housing and Urban Development (HUD), to determine the total annual cost. The annual housing cost is divided by 30%, the recommended maximum percentage of gross income to be spent on housing costs, to determine the amount of household income that would be required in order to rent a unit of that size. Table 1 details the calculations for the income levels necessary to occupy market-rate rental units. The average household income needed to rent a two- or three-bedroom MFR unit is currently estimated at $122,710. Table 1: Housing Income Requirements – For-Rent Market-rate Units With for-sale units, the calculation for the income level requirement to purchase a market-rate unit accounts for a five percent (5%) down payment to determine the mortgage amount and then applying the current mortgage insurance rates, homeowner’s insurance, estimated property tax payments, and homeowner’s association (HOA) fees to determine the total monthly housing costs. Finally, dividing the total monthly obligation by the maximum 35 percent (35%) of gross income, as recommended by HUD. Table 2 details the calculations of the income levels required to purchase for-sale market-rate units. Studio 1 Bedroom 2 Bedroom 3 Bedroom Average Monthly Rent1 $1,665 $2,384 $2,840 $3,296 Annual Rent $19,980 $28,612 $34,076 $39,550 Percent of Income Spent on Rent 30% 30% 30% 30% Annual Household Income Required $66,600 $95,373 $113,586 $131,833 1) Area Housing Authority of County of Ventura Income Limits effective May 15, 2023. Resolution No. 2025-____ Page 15 64 Affordable Housing In-Lieu Fee Nexus Study 7 April 2024 City of Moorpark Table 2: Housing Income Requirements – For-Sale Market-rate Units For-Sale SFR For-Sale MFR Market Sales Price1 $1,161,300 $779,800 Down Payment (5.0%)$232,260 $155,960 Amount Borrowed $929,040 $623,840 Estimated Mortgage Payment 2 $5,101 $3,426 Mortgage Insurance (0.55%)3 $426 $286 Homeowners Insurance (1.0%)1 $968 $650 Property Tax (1.20%)4 $1,161 $780 HOA $76 $315 Total Monthly Housing Cost $7,732 $5,457 Share of Income Spent on Mortgage 3 35%35% Annual Household Income Required $265,097 $187,097 1) City of Moorpark General Plan Housing Element 2021-2029. 2) Assumes 5.2% interest rate and a 30-year amortization. 3) U.S. Department of Housing and Urban Development, 2023. 4) Keyser Marston Associates, Fuschia & Verbena Financial Analyses, April 2023. Resolution No. 2025-____ Page 16 65 Affordable Housing In-Lieu Fee Nexus Study 8 April 2024 City of Moorpark Section 2 AFFORDABILITY GAP ANALYSIS A key input required in the calculation of the maximum supported in-lieu Fees is the affordability gap. The affordability gap provides information on the difference between what lower-income buyers and renters can afford to pay versus the total cost of developing the units. This section summarizes the methodology used to calculate the affordability gap and presents the results of this analysis for the respective unit type. METHODOLOGY The following section details total development costs of units in the City, the findings for affordable housing rates, and a summary of the affordability gap by unit type. DEVELOPMENT COSTS The estimated cost of developing affordable housing units was determined by examining current development trends related to unit type and size. As the development, sale, and operations associated with for-rent and for-sale units vary, an analysis of each housing type was required. For the purposes of this Study, the development costs for rental housing were based on recently completed market-rate and affordable multifamily projects in the City and neighboring cities as well as surveys performed by Keyser Marston Associates in their Fuchsia & Verbena Financial Analyses (April 2023). The costs associated with the cost for acquisition of land are based on research conducted by Harris & Associates on recently sold land in the City and neighboring jurisdictions and are representative of multifamily units recently completed within the City. Table 3 shows the total development cost of multifamily for-rent two and three-bedroom units, pursuant to the requirements in the City’s Inclusionary Housing Ordinance. Two-bedroom multifamily units are assumed to be 922 square feet and three-bedroom units are assumed to be 1,214 square feet. Resolution No. 2025-____ Page 17 66 Affordable Housing In-Lieu Fee Nexus Study 9 April 2024 City of Moorpark Table 3: Development Costs – Affordable Multifamily For-Rent Resolution No. 2025-____ Page 18 67 Affordable Housing In-Lieu Fee Nexus Study 10 April 2024 City of Moorpark Table 4 shows the total development cost of multifamily for-sale two and three-bedroom units. Two-bedroom units are assumed to be 1,772 square feet and three-bedroom units are assumed to be 2,289 square feet. Table 4: Development Costs – Affordable Multifamily For-Sale Assumption Amount Assumed Density A 24 Units/Acre Land Acquisition Cost ($/Acre)1 B 883,962$ Land Price per Unit B ÷ A = C 36,832 Land Price per Unit SF C ÷ Average Unit Size2 18.14 Development Costs Direct Development Costs Land Cost ($/Rentable SF)$18.14 Building Hard Costs ($/SF)D 215.00 Prevailing Wage Cost Increase (25%)D x 0.25 = E 53.75 Market Sales Price (Owned MFR)3 F 779,800.00 Indirect Development Costs Soft Costs (15%)4 (D +E) x 0.15 40.31 Developer Fees (12%)5 (F x 0.12)/Average Unit Size2 46.09 Financing Costs (10%)(D + E) x 0.10 26.88 Total Development Costs per SF $400.16 For-Sale Unit Development Cost Average Unit Sizes 6 2 Bedroom Unit 1,772 $709,088 3 Bedroom Unit 2,289 $915,972 Average Development Cost of 2 and 3 Bedroom Unit $812,530 1) Harris & Associates City of Moorpark Development Impact Fee Nexus Study, 2023. 2) Average square footage is 2,031 square feet. 4) Includes design, engineering, city permits and fees, and contingencies. 5) Percentage of Gross Sales Revenue for average 2,031 SF condominium unit. 6) Keyser Marston Associates survey in Fuchsia & Verbena Financial Analyses, April 2023, Appendix E. 3) Keyser Marston Associates survey completed April 2023 of townhome sales in the Fuchsia & Verbena at Pacific Arroyo community. Resolution No. 2025-____ Page 19 68 Affordable Housing In-Lieu Fee Nexus Study 11 April 2024 City of Moorpark Table 5 shows the total development cost per for-sale unit. For-sale units are assumed to be 2,572 square foot, single-family homes, consisting of thee (3) bedrooms and two (2) bathrooms. The costs associated with the development of these units were obtained from surveys performed by Keyser Marston Associates in their Beltramo Ranch Analysis (May 2022). Table 5: Development Costs – Affordable Single-Family For-Sale AFFORDABLE HOUSING RATES Prior to determining the affordability gap, the total amount that households can afford to allocate to their housing must be determined. For the purposes of this report, the income levels included in the City’s Inclusionary Housing Ordinance have been included in the analysis and are defined as: 1. Extremely Low Income (Between 0 and 30% of AMI) 2. Very Low Income (Between 30% and 50% of AMI) 3. Moderate Income (Between 80-120% of AMI) Amount Land Costs Land Acquisition Cost per Acre1 $883,962 Land Cost per Unit (8 Units/Acre)$110,495 Site Improvement (15%)$16,574 Finished Lot Cost $127,070 Construction Costs Total Building Costs 2 Building Hard Costs $215.00 $552,980 Prevailing Wage Cost Increase (35%)$53.75 $138,245 Total Construction Hard Costs $691,225 Total Direct Development Costs $818,295 Soft Costs (10%)3 $26.88 $69,123 Developer Fees (12%)4 $54.18 $139,356 Financing Costs (10%)$31.82 $81,829 Total Indirect Development Costs $112.88 $290,308 Total Building Cost for 2,572 Square Foot Affordable Unit $1,108,603 4) Percentage of Gross Sales Revenue for a single family 2,572 SF, 3 bedroom, 2 bathroom detached home. Direct Development Costs Indirect Development Costs 1) Harris & Associates City of Moorpark Development Impact Fee Nexus Study, 2023. 3 ) Includes design, engineering, city permits and fees, and contingencies. Estimated Cost per SF 2) Construction assumed to be a single family 2,572 SF, 3 bedroom, 2 bathroom detached home per KMA Survey completed Ma y 2022 for home sales occurring between May 2021 and May 2022 of homes constructed after 2010. Resolution No. 2025-____ Page 20 69 Affordable Housing In-Lieu Fee Nexus Study 12 April 2024 City of Moorpark Housing affordability for rental units is defined by HUD as 30% of gross income. Table 6 shows the maximum affordable rent attributed to each income level. Table 6: Maximum Affordable Rent by Income Level The recommended household gross income expenditure for ownership housing units pursuant to HUD is 35% of gross income minus a deduction for typical homeownership costs, such as insurances, taxes, utilities, and fees. Table 7 shows the maximum affordable mortgage for a low-income household of four persons. It is important to note that only low-income and moderate-income households are included in this portion of the analysis due to several factors including the affordability requirements in the City’s existing Inclusionary Housing Ordinance, the tightening of lending requirements and the elimination of redevelopment agencies in 2011. Under current programs and very limited funding sources, it is generally not financially feasible to develop for-sale housing units for very low- income households. Prior to 2011, redevelopment provided a significant funding source to cities to assist homebuyers with loan qualification and down payment assistant at lower income levels. Additionally, lending practices after the housing crash in 2008 have been reformed, making it more difficult for individuals to obtain loans. These events have affected lower-income households significantly, making ownership very challenging. The following analysis includes a deduction for utilities to follow HUD guidelines. Extremely Low Income Very Low Income Moderate Income (30% AMI) (50% AMI) (80-120% AMI) Maximum Annual Household Income1 $35,900 $59,800 $143,600 Maximum Monthly Housing Cost2 $898 $1,495 $3,590 1) Household AMI is shown for a family of three. See Table ES.2. 2 ) 30% of gross monthly income per U.S. Department of Housing and Urban Development guidelines. Resolution No. 2025-____ Page 21 70 Affordable Housing In-Lieu Fee Nexus Study 13 April 2024 City of Moorpark Table 7: Maximum Affordable Mortgage by Income Level AFFORDABILITY GAP RESULTS The differences between the total cost of developing new units (Table 3, Table 4, Table 5) and the total amount that each targeted income level can afford to allocate for housing (Table 6, Table 7) determines the Affordability Gap. This difference represents the fee amount that is necessary to cover the costs of developing housing at each of the respective income levels analyzed. While other funding sources may be available to assist in mitigating this difference between affordability and development costs, these sources are very difficult to predict with accuracy moving forward. In the case of for-sale housing, there are very few funding sources for subsidy on this unit type in the wake of redevelopment dissolution in 2011 which eliminated approximately $1 billion of low and moderate-income housing revenue Statewide. Lending practices have become stricter in the years following the 2008 recession and qualifying households below 80% AMI for a mortgage is extremely challenging, even with the City’s current down payment assistance program. The City’s current Ordinance calls for 15% of all newly developed for-sale units to be affordable to very low and low-income households (i.e., below 80% of AMI). Therefore, the inclusionary equivalent gap analysis for ownership units has been limited to the low-income category for the Low Income Low Income Moderate Income Moderate Income SFR MFR SFR MFR (80% AMI)(80% AMI)(120% AMI)(120% AMI) Household Income1 $106,250 $106,250 $159,400 $159,400 Maximum Monthly Housing Cost2 $3,099 $3,099 $4,649 $4,649 Less: Utility Deduction $376 $302 $376 $302 Mortgage Insurance (0.55%)3 $113 $118 $214 $220 Homeowner's Insurance (1.0%)4 $924 $677 $924 $677 Property Tax (1.20%)5 $259 $271 $492 $504 HOA 5 $76 $315 $76 $315 Maximum Monthly Mortgage $1,351 $1,416 $2,567 $2,631 Maximum Mortgage Amount 6 $246,034 $257,871 $467,483 $479,138 1) Household AMI is shown for a family of four. See Table ES.2. 2) 35% of gross income per U.S. Department of Housing and Urban Development guidelines. 3) U.S. Department of Housing and Urban Development, 2023, applied to Loan Amount. 4) City of Moorpark General Plan Housing Element 2021-2029, based on total direct development costs for replacement. 5) Keyser Marston Associates, Fuschia & Verbena Financial Analyses (April 2023) and Beltramo Ranch CBA (May 2022). 6) Determined by iterative process, where the Purchase Price and Loan Amounts are used to estimate Mortgage Insurance, and Property Taxes. These in turn impact the maximum monthly mortgage amount available, which is used to establish revised Purchase Price (rounded to the nearest $1,000) and Loan Amounts (95% Loan-to-Value). Iterations continue until the Maximum Mortgage amount is equal to or higher than the Loan Amount. Resolution No. 2025-____ Page 22 71 Affordable Housing In-Lieu Fee Nexus Study 14 April 2024 City of Moorpark purposes of this analysis. Table 8 shows the for-sale affordability gap calculation for low- and moderate-income households. Table 8: Affordability Gap –For-Sale Units The affordability gap for rental units is the difference between the development and the maximum supported debt for each income level, shown in Table 9. Table 9: Affordability Gap – For-Rent Units Development Costs 1 Maximum Mortgage Amount2 Affordability Gap Low Income Single Family (80% AMI)$1,108,603 $246,034 $862,569 Low Income Multifamily (80% AMI)812,530 257,871 554,659 Moderate Income Single Family (120% AMI) 1,108,603 467,483 641,120 Moderate Income Multifamily (120% AMI)812,530 479,138 333,392 1) Tables 4 and 5. 2) Table 7. Extremely Low Income Very Low Income Moderate Income (30% AMI) (50% AMI) (80-120% AMI) Maximum Potential Rent 1 $898 $1,495 $3,590 Utility Allowance2 240 240 240 An nual Gross Rental Income3 7,896 15,060 40,200 Vacancy Loss 4 395 753 2,010 Es timated Annual Expenses 5 7,500 7,500 7,500 Net Operating Income 1 6,807 30,690 Available for Debt Service6 1 5,673 25,575 Supportable Debt7 14 78,844 355,475 Development Costs 8 410,068 410,068 410,068 Affordability Gap $410,054 $331,224 $54,594 1) Table 6. 2) Area Housing Authority of County of Ventura Apartment Utility Allowance Schedule effective June 1, 2023. 3) Available rent multiplied by 12. 4) Assumes 5% for vacancy/collection loss. 5) Assumes $7,500 annual maintenance/capital improvement costs. 6) Assumes 1.2 Debt Coverage Ratio 7) Assumes a 6% interest rate and 30-year loan term. 8) Table 3. Resolution No. 2025-____ Page 23 72 Affordable Housing In-Lieu Fee Nexus Study 15 April 2024 City of Moorpark Section 3 FINDINGS AND NEXUS REQUIREMENTS This section presents the maximum supported fee per market-rate unit, which is calculated by following the methodology outlined in Section 1 and using the results from the affordability gap analysis detailed in Section 2. MAXIMUM FEE CALCULATION Table 10 and Table 11 provide estimated maximum supported Fees using the requirements on the total percentage of affordable units (both for-sale and rental) that must be developed as part of market rate housing projects as stated in the City’s Inclusionary Housing Ordinance. Table 10: Maximum Supported Inclusionary Equivalent Fee, For-Sale Units Table 11: Maximum Supported Inclusionary Equivalent Fee, For-Rent Units Low Income Moderate Income Low Income Moderate Income (80% AMI) (120% AMI) (80% AMI) (120% AMI) Single Family For-Sale Single Family For-Sale Multifamily For-Sale Multifamily For-Sale Maximum Affordable Price1 $246,034 $467,483 $257,871 $479,138 Development Cost2 1,108,603 1,108,603 812,530 812,530 Affordable Gap $862,569 $641,120 $554,659 $333,392 Inclusionary Requirement3 $60,380 $51,290 $38,826 $26,671 Total For-Sale Fee 1) Table 8, rounded. 2) Tables 4 and 5, rounded. 3) 7% requirement for Low Income housing and 8% requirement for Moderate Income housing. $111,670 $65,497 Extremely Low Income Very Low Income (30% AMI)(50% AMI) Multifamily For-Rent Multifamily For-Rent Maximum Supportable Debt1 $0 $78,844 Development Costs 2 410,068 410,068 Affordable Gap $410,068 $331,224 Inclusionary Requirement 3 $28,705 $26,498 Total For-Rent Fee 1) Table 9, rounded. 2 ) Table 3, rounded. 3) 7% requirement for Extremely Low Income housing and 8% requirement for Very Low Income housing. $55,203 Resolution No. 2025-____ Page 24 73 Affordable Housing In-Lieu Fee Nexus Study 16 April 2024 City of Moorpark Table 12 summarizes the maximum justifiable fee for each land use. Table 12: Maximum Justifiable Fee Justifiable Fee Single-Family For-Sale $111,670 Multifamily For-Sale 65,497 Multifamily For-Rent 55,203 Resolution No. 2025-____ Page 25 74 Affordable Housing In-Lieu Fee Nexus Study 17 April 2024 City of Moorpark Section 4 POLICY CONSIDERATIONS Adopting a fee to be collected from new development should be consistent with other City policies and should not have measurable impacts on the development community. Harris and City staff evaluated multiple scenarios and present the following for consideration. HOUSING POLICY CONSISTENCY The City adopted its 2021-2029 Housing Element (housing element) in February 2023. The Housing Element identified that approximately one of every four households in the City is a lower- income household (These groups consist of minimum-wage workers, seniors on fixed incomes, disabled persons, and college students, all of whom have difficulty finding affordable housing). Adopting an affordable housing impact fee enables the City to mitigate these issues for future development by providing lower-income households the ability to afford adequate housing. The City uses an Inclusionary Housing Policy originally established by Ordinance No. 515 (adopted in October 2023) to generate affordable housing in proportion with the overall increase in market-rate residential units and is described in the Housing Element of the City’s General Plan. The Policy requires the following for housing projects with 10 or more units: · For-Sale: For-sale residential development projects of fifteen (15) or more dwelling units shall provide fifteen percent (15%) of the total units of a residential development and satisfied by designating seven percent (7%) for low-income household and eight percent (8%) for moderate income household. For residential developments of between ten (10) and fifteen (15) units, a single inclusionary unit shall be required and can be either very low or low income. · For-Rent: Rental residential development projects of fifteen (15) or more dwelling units shall provide fifteen percent (15%) of the total units available at affordable rent and satisfied by designated seven percent (7%) for extremely low-income households and eight percent (8%) for very low-income households. However, the Ordinance (and therefore the in-lieu fees) does not apply to the following: · Projects that are not residential development. · Residential developments of nine (9) or less residential units. Adjacent projects that are on separate parcels but collectively equal ten (10) or more dwellings and are held by the same owner are not exempt, unless permitted more than one (1) year apart. · A one hundred percent (100%) affordable housing project. Resolution No. 2025-____ Page 26 75 Affordable Housing In-Lieu Fee Nexus Study 18 April 2024 City of Moorpark · Units approved as accessory dwelling units or junior accessory dwelling units. · Residential development projects using density bonus which meet or exceed the affordability of fifteen percent (15%) of units. The current Policy (as described in Ordinance 515) allows developers to pay an in-lieu Affordable Housing Payment instead of developing affordable units as part of a project or as part of an offsite project. The purpose of this Nexus Study is to determine the maximum justifiable fee for each land use. The City will then determine and establish by City Council resolution the amounts of the fee. COMPARISON TO OTHER JURISDICTIONS Jurisdictions throughout the State of California have adopted an affordable housing fee program as a method of bridging the housing affordability gap. Harris has compiled a list of fees from nearby cities that have adopted comparable affordable housing fees. Table 13 summarizes the aggregated fees of the jurisdictions. An average excluding the City of Agoura Hills has also been included as the fees charged in that jurisdiction are significantly higher than the fees adopted in the other surrounding jurisdictions included in the comparison. The fee shown for Agoura Hills is for every low income unit not built. Table 13: Affordable Housing Fee Market Survey CONCLUSION The City has the discretion to adopt fees that are lower than the maximum supported fees under the Inclusionary Equivalent level. High development costs have resulted in significantly higher costs to develop affordable housing. Due to the housing legislation and mandates from the State to cities to encourage the development of housing at all income levels, it is important to note residential development could potentially decrease and occur in other jurisdictions with lower fees. This would potentially result in decreased housing development in the City. One option available to the City is to adopt Fees that are consistent with the average of the fees collected in other jurisdictions in order to ensure that housing development continues at its current pace. Municipality Year Fees Adopted Single Family For-Sale Multifamily For-Sale Multifamily For-Rent Moorpark (Proposed) - $111,000 $65,000 $55,000 Oxnard 2020 36,000 35,000 28,000 Agoura Hills 2018 487,953 262,541 260,196 Calabasas 2021 66,900 48,100 19,000 Ventura 2023 133,070 53,150 30,850 Thousand Oaks 2023 43,210 33,419 31,200 Comparable City Average $153,427 $86,442 $73,849 Comparable City Average (excl. Agoura Hills)$69,795 $42,417 $27,262 Resolution No. 2025-____ Page 27 76