HomeMy WebLinkAboutAGENDA REPORT 2013 1106 CCSA REG ITEM 11C CM OF MOORPARK,CALIFORNIA
City Council Meeting
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41.4 �c"' /%1. ' ORDINANCE NO. 426
A1 —CMDINANCE OF THE CITY OF MOORPARK,
CALIFORNIA, APPROVING AMENDMENT NO. 1 TO THE
DEVELOPMENT AGREEMENT BY AND BETWEEN THE
CITY OF MOORPARK AND SHEA HOMES, LIMITED
PARTNERSHIP FOR VESTING TENTATIVE TRACT MAP
NO. 5425 TO ADJUST THE AFFORDABLE HOUSING
REQUIREMENT AND FINDING THE PREVIOUSLY
ADOPTED MITIGATED NEGATIVE DECLARATION
APPLICABLE
WHEREAS, on April 6, 2005, the Moorpark City Council adopted Ordinance No.
313, an enabling ordinance for a Development Agreement with Shea Homes, Limited
Partnership for Vesting Tentative Tract Map No. 5425, on approximately 14.8 acres of
land south of Los Angeles Avenue between Spring Road and Millard Street; and
WHEREAS, on May 23, 2005, the City of Moorpark and Shea Homes, Limited
Partnership entered into a Development Agreement for Vesting Tentative Tract Map No.
5425, which was recorded in the Office of the County Recorder on June 27, 2005 by
Instrument No. 20050627-0155742; and
WHEREAS, Section 15.40.120 of the Moorpark Municipal Code establishes
procedures for the amendment of a Development Agreement; and
WHEREAS, the City has found it necessary to amend the above-referenced
Development Agreement Section 6.9 with respect to the provision of affordable housing;
and
WHEREAS, on September 4, 2013, the City Council adopted Resolution No.
2013-3214, directing the Planning Commission to study, hold a public hearing, and
provide a recommendation to the City Council on a proposed amendment to the
Development Agreement with respect to the affordable housing requirement; and
WHEREAS, on September 24, 2013, the Planning Commission considered
Amendment No. 1 to the Development Agreement by and between the City of Moorpark
and Shea Homes; considered the agenda report and any supplements thereto and
written public comments; opened the public hearing and took and considered public
testimony both for and against the proposal; closed the public hearing; and adopted
Resolution No. 2013-589 recommending approval of Amendment No. 1 to the
Development Agreement; and
WHEREAS, a duly noticed public hearing was held by the City Council on
October 16, 2013 to consider Amendment No. 1 to the Development Agreement by and
between the City of Moorpark and Shea Homes and to accept public testimony related
thereto; and
387
Ordinance No. 426
Page 2
WHEREAS, the City Council has considered all points of public testimony
relevant to Amendment No. 1 to the Development Agreement and has given careful
consideration to the content of Amendment No. 1 to the Development Agreement; and
WHEREAS, on April 6, 2005, the City Council approved Resolution No. 2005-
2303, adopting a Mitigated Negative Declaration for the project, including the General
Plan Amendment, Zone Change, Residential Planned Development Permit, Tentative
Tract Map, and Development Agreement. The Community Development Director has
found that the proposed amendment to the Development Agreement, as a change only
to the affordable housing provisions, would not result in any physical change to the
previously approved project. In addition, there are no substantial changes to the
circumstances under which the project would be undertaken, in that the project is on the
same site, with the same anticipated surrounding uses and infrastructure as considered
in the previously adopted Mitigated Negative Declaration, and the project with the
Development Agreement as amended, would not result in new significant effects or
substantially more severe significant effects. Finally, there is no new information of
substantial importance, which was not known and could not have been known at the
time the previous Mitigated Negative Declaration was adopted that shows one or more
new significant effects or substantially more severe significant effects from the project
with the proposed amendment to the Development Agreement. Therefore, the
previously adopted Mitigated Negative Declaration is applicable and no subsequent
environmental documentation is needed.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MOORPARK
DOES ORDAIN AS FOLLOWS:
SECTION 1. ENVIRONMENTAL DOCUMENTION: On April 6, 2005, the City
Council approved Resolution No. 2005-2303, adopting a Mitigated Negative Declaration
for the project, including the General Plan Amendment, Zone Change, Residential
Planned Development Permit, Tentative Tract Map, and Development Agreement. The
City Council finds, by its independent analysis and judgment, that the proposed
amendment to the Development Agreement, as a change only to the affordable housing
provisions, would not result in any physical change to the previously approved project.
In addition, there are no substantial changes to the circumstances under which the
project would be undertaken, in that the project is on the same site, with the same
anticipated surrounding uses and infrastructure as considered in the previously adopted
Mitigated Negative Declaration, and the project with the Development Agreement as
amended, would not result in new significant effects or substantially more severe
significant effects. Finally, there is no new information of substantial importance, which
was not known and could not have been known at the time the previous Mitigated
Negative Declaration was adopted that shows one or more new significant effects or
substantially more severe significant effects from the project with the proposed
amendment to the Development Agreement. Therefore, the City Council finds the
previously adopted Mitigated Negative Declaration is applicable and no subsequent
environmental documentation is needed.
388
Ordinance No. 426
Page 3
SECTION 2. GENERAL PLAN CONSISTENCY: The City Council finds
Amendment No. 1 to the Development Agreement between the City of Moorpark and
Shea Homes, Limited Partnership, to be consistent with the City of Moorpark General
Plan as most recently amended.
SECTION 3. The City Council hereby adopts Amendment No. 1 to the
Development Agreement (attached hereto and incorporated herein) by and between the
City of Moorpark, a municipal corporation, and Shea Homes, Limited Partnership, and the
City Clerk is hereby directed to cause one copy of the signed, adopted agreement to be
recorded with the County Recorder no later than ten (10) days after the City enters into the
Amendment No. 1 to the Development Agreement pursuant to the requirements of
Government Code Section 65868.5.
SECTION 4. If any section, subsection, sentence, clause, phrase, part or portion
of this Ordinance is for any reason held to be invalid or unconstitutional by any court of
competent jurisdiction, such decision shall not affect the validity of the remaining portions
of this Ordinance. The City Council declares that it would have adopted this Ordinance
and each section, subsection, sentence, clause, phrase, part or portion thereof,
irrespective of the fact that any one or more section, subsections, sentences, clauses,
phrases, parts or portions be declared invalid or unconstitutional.
SECTION 5. This Ordinance shall become effective thirty (30) days after its
passage and adoption.
SECTION 6. The City Clerk shall certify to the passage and adoption of this
ordinance; shall enter the same in the book of original ordinances of said City; shall make
a minute of the passage and adoption thereof in the records of the proceedings of the City
Council at which the same is passed and adopted; and shall publish notice of adoption in
the manner required by law.
PASSED AND ADOPTED this 6th day of November, 2013.
Janice S. Parvin, Mayor
ATTEST:
Maureen Benson, City Clerk
Attachment: EXHIBIT A—Amendment No. 1 to Development Agreement
389
Ordinance No.426
Page 4
EXHIBIT A
Recording Requested By
And When Recorded Return to:
CITY CLERK
CITY OF MOORPARK
799 Moorpark Avenue
Moorpark, California 93021
EXEMPT FROM RECORDER'S FEES
Pursuant to Government Code
Sec. 6103
AMENDMENT NO. 1 TO
DEVELOPMENT AGREEMENT
BY AND BETWEEN
THE CITY OF MOORPARK
AND
SHEA HOMES, LIMITED PARTNERSHIP
THIS AGREEMENT SHALL BE RECORDED WITHIN TEN DAYS
OF EXECUTION BY ALL PARTIES HERETO PURSUANT TO
THE REQUIREMENTS OF GOVERNMENT CODE SEC. 65868.5
390
Ordinance No. 426
Page 5
AMENDMENT NO. 1 TO DEVELOPMENT AGREEMENT
BY AND BETWEEN THE CITY OF MOORPARK
AND SHEA HOMES, LIMITED PARTNERSHIP
This Amendment No. 1 to the Development Agreement ("the Agreement") made
and entered into on May 23, 2005, and recorded on June 27, 2005 by Instrument No.
20050627-0155742 by and between the CITY OF MOORPARK, a municipal
corporation, (referred to hereinafter as "City") and Shea Homes, Limited Partnership,
the owner of real property within the City of Moorpark generally referred to as Vesting
Tentative Tract Map 5425 (referred to hereinafter individually as "Developer") is made
and entered into on , 2013. City and Developer are referred to
hereinafter individually as "Party" and collectively as "Parties." In consideration of the
mutual covenants and agreements contained in this Amendment No. 1 to the
Agreement, City and Developer agree as follows:
1. Recitals. This Amendment No. 1 to the Agreement is made with respect to the
following facts and for the following purposes, each of which is acknowledged as
true and correct by the Parties:
1.1. Pursuant to Government Code Section 65864 et seq. and Moorpark
Municipal Code chapter 15.40, City is authorized to enter into a binding
contractual agreement with any person having a legal or equitable
interest in real property within its boundaries for the development of
such property in order to establish certainty in the development
process.
1 .2. On May 23, 2005, the City and Developer made and entered into a
Development Agreement, recorded on June 27, 2005 by Instrument No.
20050627-0155742, for a project involving the following project
approvals: General Plan Amendment No. 2003-02 (GPA 2003-02),
Zone Change No. 2003-02 (ZC 2003-02), Vesting Tentative Tract Map
5425 (Tract 5425) and Residential Planned Development Permit No.
2003-02 (RPD 2003-02), for approximately 14.8 acres of land within the
City ("the Property"), as more specifically described in Exhibit "A"
attached to and incorporated in the Agreement.
1.3. RPD 2003-02 expired on April 6, 2009, and was replaced by
Residential Planned Development Permit No. 2010-02 (RPD 2010-02),
which was approved by the City Council on June 15, 2011, and is one
of the project approvals.
1 .4. Prior to approval of the Agreement, the City adopted a Mitigated
Negative Declaration (MND), Mitigation Measures, and a Mitigation
Monitoring and Reporting Program ("the MMRP") for the Project
Approvals as defined in subsection 1 .2 of this Amendment No. 1 to the
391
Ordinance No. 426
Page 6
Agreement. The MND, Mitigation Measures, and MMRP remain
applicable to the project as amended by Amendment No. 1 to the
Agreement.
1.5. City and Developer acknowledge and agree that the consideration that
is to be exchanged pursuant to this Agreement as amended by
Amendment No. 1 is fair, just and reasonable and that this Agreement
as amended by Amendment No. 1 is consistent with the General Plan
of City.
1 .6. On September 24, 2013, the Planning Commission of City commenced
a duly noticed public hearing on this Amendment No. 1 to the
Agreement, and at the conclusion of the hearing recommended
approval of this Amendment No. 1 to the Agreement.
1 .7. On October 16, 2013, the City Council commenced a duly noticed
public hearing on this Amendment No. 1 to the Agreement, and
following the conclusion of the hearing approved Amendment No. 1 to
the Agreement by adoption of Ordinance No. on
2013.
2. Amendment of Section 6.9. Section 6.9 of the Agreement is amended as follows:
6.9. Developer shall provide eighteennine (918) three (3) bedroom and two
bath single family attached units with a minimum of 1,600 square feet
to be sold to buyers who meet the criteria for low income (80 percent
or less of median income); six (6) three (3) bedroom and two (2)bath
sold to buyers who meet the criteria for very low income (50 percent or
less of median income). Developer shall also pay a two hundred fifty
thousand dollars ($250,000.00) in-lieu fee to satisfy the requirement for
providing moderate income units the Project. Payment of the in-lieu
fee will be made by two methods. The first ; and five (5) three (3)
,;!e - -- - -- - - - - - - - - ..-- - '.
moderate income (120 percent or less of median income) one hundred
twenty-three thousand dollars ($123,000.00) of the in-lieu fee shall be
used by the Developer to increase the number of affordable low
income units in the Project from seventeen (17) to eighteen (18) units.
The remaining one hundred twenty-seven thousand dollars
($127,000.00) will be paid to the City at the time the first required
affordable unit is sold to a qualified buyer.
All single family attached units shall include a standard size two-car
garage with roll-up garage door and a minimum driveway length of
eighteen (18) feet measured from the back of sidewalk, meet minimum
392
Ordinance No. 426
Page 7
setback requirements of RPD 2003-02, include concrete roof tiles, and
other amenities provided in the market rate housing of this Project
(e.g., air conditioning/central heating, washer/dryer hookups, garbage
disposal, built-in dishwasher, concrete driveway, automatic garage
door opener). The aforementioned twenty-eighteen (1820) units are
collectively referred to as the affordable housing units or affordable
units.
Developer and City may upon mutual agreement reduce the number of
required affordable units from eighteen (18) to sixteen (16), contingent
on both of the following:
1 . Developer purchases APN 506-0-020-240 (adjacent to Tract 5425)
from City and constructs two (2) affordable units consistent with
Plan 1A in Tract 5425 to be sold in the same manner as provided in
this Section 6.9.
2. Developer offers City an opportunity to purchase two (2) Plan 1A
units in Tract 5425 for then market price not to exceed $400,000 for
each unit. These two (2) units shall be provided all the same
features and amenities of the other affordable units in Tract 5425
consistent with this Section 6.9.
Developer further agrees that it has the obligation to provide the
required number of affordable housing units as specified above
regardless of the cost to acquire or construct said housing units.
Developer further agrees that City has no obligation to use eminent
domain proceedings to acquire any of the required housing units and
that this subsection 6.9 is specifically exempt from the requirements of
subsection 7.2 of this Agreement.
Prior to recordation of the first final Tract Map for this Project, the
parties agree to execute a Purchase and Sale Agreement which further
sets forth the Developer's obligations of this subsection 6.9. and City's
obligations per subsection 7.7. The Purchase and Sale Agreement
shall be in the form attached hereto as Exhibit "C". The Developer
agrees to pay all City costs for preparation of the Purchase and Sale
Agreement and its implementation and administration through the sale
and occupancy of the last of the twenty (20) affordable housing units.
The Developer agrees that the intent of this subsection 6.9. and the
Purchase and Sale Agreement is to provide the twenty (20) affordable
housing units consistent with applicable State and Federal laws and
that said units remain affordable for the longest feasible time.
Developer further agrees that the City at its sole discretion will make all
decisions pertaining to the selection of eligible first time home buyers
and all requirements placed on the sale of the twenty (20) affordable
393
Ordinance No. 426
Page 8
housing units to said buyers. The difference between the initial
purchase price by a qualified buyer and market value shall be retained
by the City as a second deed of trust.
The actual initial purchase price (Affordable Sales Price) paid by a
qualified buyer, market value, buyer eligibility, resale restrictions,
equity share and second trust deed provisions, and any other items
determined necessary by the City will be approved by the City Council
in its sole and unfettered discretion prior to or at such time as qualified
buyers are selected to purchase the affordable housing units.
All units shall meet the criteria of all applicable State laws to qualify as
newly affordable to modecate-inoeme7low income ancl-veryJlow-inoome
persons (in the quantity as specified in this Agreement) to satisfy a
portion of the City's RHNA obligation and the Moorpark
Redevelopment Agency's affordable housing goals. None of the
affordable units required by this Agreement shall duplicate or substitute
for the affordable housing requirement of any other developer or
development project. All subsequent approvals required of City under
this subsection 6.9 shall be made at City's sole discretion. If any
conflict exists between this Agreement and the Purchase and Sale
Agreement or the conditions of approval for Tract Map No. 5425 and/or
RPD No. 2003-02, then the provision providing the City the most
favorable language for assisting eligible first time home buyers who
" -- - : "'4* - * - - shall
prevail.
Developer agrees to provide the same home warranties associated
with the market rate units in the same project as the affordable units for
the maximum time required by State law, but in no event less than ten
(10) years. Developer agrees that all such warranties shall inure to the
benefit of and be enforceable by the ultimate occupants of the
moderate income, low income and very low income units, and that all
warranties by subcontractors and suppliers shall inure to the benefit of
and be enforceable by such occupants. The qualified buyer (or City in
lieu of a qualified buyer at its sole discretion) shall have the same
choices of finish options as purchasers of other units in the project and
final walk-through approval of condition of unit before close of sale.
Any options provided to buyers of units shall be provided to buyer(s) of
the required affordable housing units including but not limited to color
and style choices for carpeting and other floor coverings. Flooring
selections shall be made within 10 days of Developer's request for
selection.
In the event the monthly HOA fees for the affordable units exceed
$100.00 for each affordable unit, Developer shall deposit $120.00 for
394
Ordinance No. 426
Page 9
each dollar or portion thereof of the monthly HOA fees that are in
excess of $100.00 into a City administered trust to assist with future
HOA fees for each affected affordable unit.
The Affordable Sales Price for the low-income buyers shall not exceed
affordable housing cost, as defined in Sec. 50052.5(b) (2) of California
Health and Safety Code. For a household of 4, the current monthly
"affordable housing cost" would be 30% times 70% of
$8089,600300.00, the current median income for a household of 4 in
Ventura County, divided by 12. This monthly amount includes the
components identified in Section 6920 of Title 25 of the California
Code of Regulations shown below. (See Section 50052.5(c) of the
Health and Safety Code.) The Affordable Sales Price for a low income
household of 4 would be $1-65205,000.00 under current market
conditions, based upon the following assumptions:
Low Income Buyer
Household of Four
Item Detail Amount
Affordable Sales Price $1-65205,000
Down Payment 5% of Affordable Sales $810,250
Price
Loan Amount Affordable Sales Price $1-56194,750
less down payment
Interest Rate 57955.0%
Property Tax 1.25% of Affordable $47-2214/mo.
Sales Price
HOA $100/mo.
Fire Insurance $20/mo.
Maintenance $30/mo.
Utilities $171162/mo.
•- L . a a a - - " - a : - -
would be based on the affordable housing cost for the actual
household size.
The assumptions associated with the above purchase price figures for
low income households include a 5% down payment, based on the
Affordable Sales Price, mortgage interest rate of 5.950%, no mortgage
insurance, property tax rate of 1 .25%, based on Affordable Sales
Price, homeowners' association dues of$100 per month, fire insurance
of $20 per month, maintenance costs of $30 per month, and utilities of
$171 162 per month for a household of 4, assuming a 3 bedroom unit.
395
Ordinance No. 426
Page 10
-- . . : -- - - _. - - • - _ • - -.. - • _ _ -
1° 10 •1 _11 11 .. . -
the components identified in Section 6920 of Title 25 of the California Code of
Regulations shown below. (See Section 50052.5(c) of the Health and Safety
e . e- • 4 1 1 1 . •: - -. . - .. .. . . . . ..
assumptions:
Item Detail Amount
Affordable Sales Price $484,000
B 5% of Affordable Sales $5T200
Price
Affordable Sales Price $98,800
Interest Rate 5.95%
Property Tax 1.25% of Affordable $4-08-/me:
Sales Price
HOA $-100/mo.
Fire Insurance $20/mo.
Maintenance
Utilities $1 71/me:
more would be based on the affordable housing--Sect for the actual
household size
The assumptions associated with the above purchase price figures for
very low income households include a 5% down payment, based on
the Affordable Sales Price, mortgage interest rate of 5.95%, no
mortgage insurance, property tax rate of 1.25%, based on Affordable
Sales Price, homeowners' association dues of $100 per month, fire
insurance of $20 per month, maintenance costs of $30 per month, and
unit.
e - .. • 11 .
396
Ordinance No. 426
Page 11
. _ . - - et -. _ . . . - . . . 1, the current monthly "affordable housing
- o •... 90 ea _•a as •- ..
the components identified in Section 6920 of Title 25 of the California Code of
Regulations shown below. (See Section 50052.5(c) of the Health and Safety
05 -,999.99 _. 55. - _• - - -- -- - .• :-
assumptiens:
Item Detail Amount
Affordable Sales Price $at3;OGO
5% of Affordable Sales $1-5,650
Price
Loan Amount Affordable Sales Price $2977350
Interest Rate 595%
Property Tax 1.25% of Market Price $326/me,
des $100/me:
Fire/casualty ins. $fie.
$fie.
Utilities $171/mo.
-- - - -- _ ' • - - - ' -- - - •- - - - • -- - - - -more would be based on the affordable housing cost for the actual
household size.
the Affordable Sales Price, mortgage interest rate of 5.95%, no
- - . 0 -- - e• - -- - -
Sales Price, homeowners' association dues of $100 per month, fire
_ _ .. e -, - _ - - _ _ ..-e _
Developer acknowledges that changes in market conditions may result
in changes to the Affordable Sales Price, down payment amounts,
mortgage interest rates, and other factors for the moderate, low
income and very low income buyers. Furthermore, if "affordable
housing cost", as defined in Section 50052.5 of California Health and
Safety Code, should change in the future, the above guidelines will be
modified to achieve substantially the same result as would otherwise
have been obtained had it not been changed.
In the event the City, at its sole discretion purchases one or more of
the affordable units from Developer in lieu of a qualified buyer, the
397
Ordinance No. 426
Page 12
Affordable Sales Price shall be based on a household size of 4
persons and consistent with all requirements of this subsection 6.9.
Developer agrees that prior to and upon the sale of a required unit to a
qualified buyer (or City in lieu of a qualified buyer as determined by
City at its sole discretion), City may at its sole discretion take any
actions and impose any conditions on said sale or subsequent sale of
the unit to ensure ongoing affordability to he
low income households and related matters. After the sale of a
housing unit by Developer to a qualified buyer (or City in lieu of a
qualified buyer as determined by City at its sole discretion), City, not
Developer, shall have sole responsibility for approving any subsequent
sale of that affordable housing unit.
Developer shall pay closing costs for each unit, not to exceed six-
thousand seven-hundred twenty-five dollars ($6,000725.00).
Beginning March 1, 208-714, and on March 1St for each of fifteen
subsequent years, the maximum six-thousand seven-hundred twenty-
five dollars ($6,725.00)$6,000-to be paid for closing costs shall be
increased annually by any percentage increase in the Consumer Price
Index (CPI) for All Urban Consumers for Los
Angeles/Orange/Riverside metropolitan area during the prior year.
The calculation shall be made using the month of December over the
prior month of December. In the event there is a decrease in the CPI
for any annual indexing, the amount due shall remain at its then
current amount until such time as the next subsequent annual indexing
which results in an increase. The referenced Developer funded closing
costs shall be for the benefit of qualified buyers (or City in lieu of
qualified buyers as determined by City at its sole discretion for one or
more of the required units) in their acquisition of a unit from Developer
not Developer's acquisition of a unit from one or more third parties.
The Developer's escrow cost shall not exceed the then applicable
maximum amount per unit regardless of the number of escrows that
may be opened on a specific unit prior to the closing of the initial sale
to a qualified buyer or City in lieu of a qualified buyer.
No less than thirty (30) days prior to the offering for sale to the general
public of units 33 and 80 as approved by RPD 2003-02, with
approximately 1600 square feet (units), Developer shall provide City
with notice of said intended sale. Said notice shall include the
proposed sale price. Within thirty (30) days of receiving said notice,
City may purchase one or both of the above-referenced units and enter
into escrow at the stated price or such other price as may be
negotiated by the parties. Developer warrants that said price shall be
no higher than what would be offered to a bona fide qualified
purchaser from the general public. City warrants that if it exercises its
right to purchase, it will purchase said units for the purpose of reselling
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Ordinance No. 426
Page 13
it to a qualified first time home buyer with income not exceeding
moderate income. Upon mutual agreement of the parties, said first
time home buyer may be substituted for City with the requirement that
the City will work with buyer to finance the purchase of the unit. Buyer
gets all the same new home warranties as the purchase of any market
rate unit in the Project. The Developer with the written approval of the
City Manager or designee may substitute a different unit location within
the Project for either unit 33 or 80 so long as the unit contains no less
than 1,600 square feet.
The location of the twenty-(20) affordable units within the Project and
the schedule for providing the affordable units by the Developer to
qualified buyers or City in lieu of said buyers shall be included in the
Purchase and Sale Agreement.
3. All other provisions of the Agreement shall remain in full force and effect.
IN WITNESS WHEREOF, Shea Homes, Limited Partnership, and City of
Moorpark have executed this Amendment No. 1 to the Development Agreement on the
date first above written.
CITY OF MOORPARK
Janice S. Parvin
Mayor
OWNER/DEVELOPER
Shea Homes, Limited Partnership
By: J.F. Shea, Co., Inc., a Nevada
corporation, its General Partner
By:
(name)
(title)
By:
(name)
(title)
399