HomeMy WebLinkAbout2001-01-22 City Council (13)City of Palo Alto
City Manager’s Repor
HONORABLE CITY COUNCILTO:
FROM:CITY MANAGER DEPARTMENT: PLANNING AND
COMMUNITY ENVIRONMENT
DATE:JANUARY 22, 2001 CMR:116:01
SUBJECT:APPROVAL OF BUDGET AMENDMENT ORDINANCE TO FUND A
CONTRIBUTION TO THE HOUSING TRUST OF SANTA CLARA
COUNTY IN THE AMOUNT OF $500,000 FROM THE
RESIDENTIAL HOUSING IN-LIEU FUND
RECOMMENDATION
Staff recommends that the City Council adopt the attached Budget Amendment Ordinance
to appropriate $500,000 in Residential Housing In-Lieu Funds to contribute to the Housing
Trust of Santa Clara County as authorized by Council on October 23, 2000 (CMR:393:00).
BACKGROUND
The purpose of the Housing Trust is to increase local funding for affordable housing
development and assistance within Santa Clara County. The Trust is an innovative and
significant effort to address the area’s affordable housing crisis. By successfully generating
new funds for housing within the County, the Trust will attract and leverage additional
housing funding from outside sources which would not otherwise have been available. The
Housing Trust is organized as a private, non-profit entity with its governing board
¯ composed of representatives from the County of Santa Clara, the cities, business, the
housing industry and non-profit providers of housing and homeless services. Palo Alto’s
contribution is being made in response to the Trust’s $20 million capital campaign to
establish its initial loan fund. Contributions have been made to the Trust from major
employers, private foundations and public jurisdictions including the County and five other
cities. A total of $17 million has been committed-to the trust fund to date. The Housing
Trust is ready to begin making loans as soon as the capital campaign goal is met.
DISCUSSION
There are two Palo Alto housing projects currently in the predevelopment stage that would
be eligible for funding from the Housing Trust. These projects are the family housing
development on the South of Forest ~Area (SOFA) Plan site and the Opportunity Center
project for homeless services and housing. At this time, the amount of local housing
subsidies that will be needed for these two major housing projects is not known, but the
total funds needed will likely be substantial. J
CMR:116:01 Page 1 of 3
Participating in the Housing Trust should help increase the available housing funding for
Palo Alto projects.~ By restricting the. City’s contribution to projects that are located within
Palo Alto, the City is ensuring that at least our original contribution will be available to
local housing developers. Because about 60 percent of the Housing Trust’s contributions
come from the private sector, and some of the public sector funds do not have locational
restrictions, there should be additional funds potentially avaiiable for Palo Alto projects.
RESOURCE IMPACT
Approval of the BAO for $0.5 million will reduce the available unrestricted balance in the
Residential Housing In-Lieu Fund from approximately $1.9 million to $1.4 million.
However, because only housing projects located within Palo Alto will be eligible for
funding from the City’s contribution, the funds will still be used to meet Palo Alto’s
housing needs. Should all, or a portion, of the contribution not be expended or committed
within 36 months of the execution of the Agreement, then the remaining funds must be
returned to the City.
¯ POLICY IMPLICATIONS
This action does not represent any change to current City policies.
TIMELINE
Alter Council adoption of the BAO, the City Manager will execute the attached Agreement
that governs the terms of the City’s contribution to the Housing Trust. The City’s funds
will be transferred to the Community Foundation of Silicon Valley (the fiscal agent for the
Housing Trust) within 30 days of the execution of the formal agreement.
ENVIRONMENTAL REVIEW
This action is not subject to the Califomia Environmental Quality Act.
ATTACHMENTS ’
A. Budget Amendment Ordinance to Appropriate Funds for a City Contribution to the
Housing Trust of Santa Clara County
B. City of Palo Alto Housing Reserve Guidelines
PREPARED BY: Catherine Siegel, Housing Coordinator
DEPARTMENT HEAD REVIEW:
G. EDWARD GAWF
Director of Planning and Community Environment
CMR:116:01 Page 2 of 3
CITY MANAGER APPROVAL:
AUDREY SEY~C[OUI~
Assistant to the City Manager
CC:Housing Trust of Santa Clara County
CMR: 116:01 Page 3 of 3
Attachment A
ORDINANCE NO.
ORDINANCE OF THE COUNCIL OF THE CITY OF PALO ALTO AMENDING
THE BUDGET FOR THE FISCAL YEAR 2000-01 TO PROVIDE AN
ADDITIONAL APPROPRIATION OF $500,000 FROMTHE RESIDENTIAL
HOUSING IN-LIEU FUND FOR CONTRIBUTION TO THEHOUSING TRUST OF
SANTA CLARA COUNTY
WHEREAS, pursuant to the provisions of Section 12 of Article
III of the Charter of the City of Palo Alto, the Council on June 19,
2000 did adopt a budget for fiscal.year 2000-01; and
WHEREAS, on October 23, 2000 the City. Council adopted~a
motion pledging a contribution of $500,000 from the Residential
Housing In-Lieu Fund to the Housing Trust of Santa Clara County;
and
WHEREAS, the purpose of the housing trust is to increase
local funding, for affordable housing development and assistance
within Santa Clara County; and
WHEREAS, City participation in the housing trust is
anticipated to increase the available funding for affordable
housing projects in Paio Alto; and
WHEREAS,sufficient funds are available within the
Residential Housing-In-Lieu Fund; and
WHEREAS, the additional appropriation of funds requested
from the Housing In-Lieu Fund is for a one-time cost and no
future year ongoing costs are anticipated; and
WHEREAS, City Council authorization is needed to amend the
2000-01 budget as hereinafter set forth.
NOW, THEREFORE, The Council of the City of Palo Alto does
ordain as follows:
SECTION i. The sum of Five Hundred Thousand Dollars
($500,000) is hereby appropriated to non-salary expenses in the
Residential Housing In-Lieu Fund.
SECTION 2. This transaction will reduce the Residential
Housing-In-Lieu Fund reserve from $1,936,491 to $1,436,491.
SECTION 3. As specified in Section 2.28.080 (a) of the Palo
Alto Municipal Code, a two-thirds vote of the City Council is
required to adopt this ordinance.
SECTION 4. The Council of the City of Palo Alto hereby
finds that this project is exempt from the provisions of the
California Environmental Quality Act, and therefore, no
environmental impact assessment is necessary.
SECTION 5. As provided in Section 2.04.350 of the Palo Alto
-Municipal Code, this ordinance shall become effective upon
adoption.
INTRODUCED AND PASSED:
AYES:
NOES:
ABSTENTIONS:
ABSENT:
ATTEST:APPROVED:
City Clerk Mayor
APPROVED AS TO FORM:City Manager
Senior Asst. City Attorney Director of Administrative
Services
CITY OF PALO ALTO
HOUSING RESERVE GUIDELINES1
Attachment B
Purpose
The Housing Reserve (the Reserve) is. a separate City fund set aside for the specific purpose of
assisting in the development of housing that is affordable to low, moderate and middle income
families and in assisting in the housing needs of low and moderate income persons. All
monies contributed to the Reserve and interest earnings accrued shall be used solely, for these
purposes, subject to guidelines set forth below.
The Reserve is made up of two accounts, the "Industrial-Commercial" and the "Residential-
Miscellaneous" accounts. Monies received from industrial and commercial developers,
pursuant to Chapter 16.47 of the Palo Alto Municipal Coo~ are deposited by the City
Finance Department in the Industrial-Commercial account. Monies received from residential
developers, in-lieu of providing housing under the City’s Below Market Rate (BMR) Program
(Program 13 of the Housing Element), are deposited by the Finance Department in the
Residential-Miscellaneous account. This second account also includes monies from
miscellaneous sources that are intended for housing purposes (e.g., Mortgage Revenue Bond
fee payment, Webster Wood payments, and any repayment of loans from the Reserve).
Eligible Uses
The Reserve will be used to reduce the cost of housing to levels that are affordable to low,
moderate and middle income families, as defined in the City’s Comprehensive Plan. A
preference will be given to projects with housing for families with minor children; however,
this preference does not preclude the use of funds for other types of housing affordable to the
low, moderate and middle income. Monies that have been credited to the Industrial-
Commercial account must be used to Support the Construction of new housing development,
whereas monies credited to the Residential-Miscellaneous account may be used for either new
or existing housing. However, no-interest loans may be made ona case-by-case basis as
determined by the City Council from the Industrial-Commercial account to the Residential-
Miscellaneous account to support the acquisition of existing housing to be used for low and
moderate income families. Eligible uses include, but are not limited to, the following:
Eligible Uses in Support of New Low/Moderate/Middle Income Housing Development
1. Purchase of land or air rights fo~: resale to developers at a reduced cost to facilitate
housing development for low, moderate and middle income households;
Reduction of interest rates for construction loans or permanent financing used by
developers or purchasers of low, moderate and middle income housing;
1Approved by Palo Alto City Council on February 3, 1986, amended November 19, 1990
2Including payments required pursuant to the California Environmental Quality Act Prior to enactment of Chapter 16.47
Payment of predevelopment anddevelopment costs, including the costs associated with
obtaining Mortgage Revenue Bond financing; and.
Payment of off-site costs directly relating to low, moderate and middle income housing
development (e.g., utility connections, road improvements). ¯
Eligible Uses in Support of Existing Low/Moderate Income Housing -
1. Costs in support of the City’s Rental Housing Acquisition Program; and
2.Reasonable expenses necessary to administer the City’s Below Market Rate Program or
other City-Sponsored housingprograms.
Procedures
Request for use of the Reserve funds shall be submitted to the City Manager for review and
recommendation to the City Council.
A request for funding should provide the following minimum information:
1. Size of loan or grant requested;
o A description of the proposal to be funded and the organizations involved in the
project. Public benefit and relevant Comprehensive Plan Housing policies and
programs should be identified;
o Identification of the number of low, moderate and middle income persons to be assisted
and the specific income range of those assisted;
4.Reasons why a grant, rather than a loan, is requested (if. applicable);
°Identification of loan rate and terms, security or collateral and source of repayment
funds (if applicable); and
Identification of leverage achieved through City grant or loan.
Audit
At the close of each fiscal year, the Director of Finance and the Director of Planning and.
Community Environment shall report on activity during the previous year (deposits and
transfers) and available funds. The City Auditor’s Office shall periodically examine this
report and all Housing Reserve funds, and shall report on the results of this examination.
h: vict/hou sing/hsgresrv, gdl
rev.7/97