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HomeMy WebLinkAboutStaff Report 3.H 04/01/2019TO: Honorable Mayor and Members of the City Council through City Manager Sue Castellucci, Housing Administrator nun SUBJECT: Accept the Housing Element Progress Report for 2018 Calendar Year and Direct Staff to Submit the Report to the State of California Department of Housing and Community Development and the State Office of Planning and Research. RECOMMENDATION It is recommended that the City Council accept the Housing Element Progress Report for 2018 calendar year and direct staff to submit the report to the State of California Department of Housing and community Development and the State Office of Planning and Research. BACKGROUND State law (Government Code Section 65400) requires that the City submit an Annual Progress Report (APR) on the implementation of the Housing Element to the Governor's Office of Planning and Research and the California Department of Housing & Community Development (HCD) as part of a report on the status of the General Plan, and specifically, the progress made in meeting the City's share of regional housing needs as set forth in the City's adopted Housing Element. Submittal of an APR to HCD qualifies the City for certain grant funds. On September 29, 2017, California Senate Bill 35 (SB -35) was signed by Governor Brown and became effective January 1, 2018. SB -35 applies in cities that are not meeting their Regional Housing Need Allocation 9RHNA) goal for construction of above -moderate income housing and/or housing for households below 80% of area median income (AMI); SB -35 amends Government Code Section 65913.4 to require local entities to streamline the approval of certain housing projects by providing a ministerial approval process. Streamlining includes the removal of the requirement for CEQA analysis, conditional use permits, design review, or any other similar discretionary entitlements granted by the Planning Commission. A project electing to pursue streamlining must meet certain eligibility criteria as well as providing a percentage of the proposed residential units as affordable. On December 4, 2018, HCD released a SB -35 Statewide Determination Summary using data from the 2017 Annual Housing Element Progress Report. The threshold for SB -35 through the 2018 calendar year is 37.5% and will go up to 50% for 2019. Petaluma has met its RHNA threshold goal for the construction of moderate and above -moderate income housing for the current RHNA cycle. However, we have fallen short of the RHNA goals for the Very -low and Low AMI categories. Since Petaluma has not met the 37.5% threshold for the Very -Low and Low AMI categories, the City is subject to the streamlined ministerial approval process (SB -35 — (Chapter 366, Statues of 2017) streamlining) for proposed developments with at least 50% affordability. Regional Housing Need Allocation — 2015-2023 (as of 12/31/18) Income Category Housing Need Permits issued % of Need met Very Low (0-50% of AMI) Low (51% - 80% of AMI) Moderate (81%-120% AMI) Above Moderate (over 120% of AMI TOTAL UNITS DISCUSSION 199 9 5% 103 18 17% 121 55 45% 322 668 207% 745 750 The 2015-2023 Housing Element is a chapter of the 2025 General Plan. State law requires that the Housing Element of the General Plan be updated every 8 years. This report provides an update on the progress made on implementing the General Plan Housing Element through 2018, which is half -way through its cycle. The Annual Progress Report contains a table listing the Housing Element implementation measures that occurred during 2018. This comprises the body of the APR along with tables that account for housing production activities that are monitored by the State and the Association of Bay Area Governments. (Attachment #1). The Annual Housing Successor. report is included as Attachment #2 and also sent with the APR. . The following are key housing accomplishments or actions :for the 2018 calendar year: • Program 1.2 — Utilize the Central Petaluma specific Plan to facilitate the development of vacant and underutilized land at the heart of the City. The affordable housing project that is being developed by PEP Housing is in the CPSP area. The development was approved by the Planning Commission in August of 2018. • Policy 2.2 — Allow flexibility within the City's standards and regulations to encourage a variety of housing types. A temporary housing ordinance was adopted in April 2018 in response to the devastating fires that destroyed thousands of dwelling units in Sonoma County. The ordinance included parking and occupying recreational vehicles on property zoned residential, industrial, or business parkprovided that certain criteria was met. The ordinance also reduced onsite parking for new Accessory Dwelling units. The temporary housing ordinance will expire April 2, 2019. • Policy 4.2 — Assign a share of the responsibility' for providing affordable housing to the developers of market -rate housing and non-residential projects. In August andSeptember 2 of 2018, City Council adopted a resolution increasing the Ire -Lieu fees approximately 124% and the Commercial Linkage fees approximately 22%. The Council also adopted an Inclusionary Housing Requirement ordinance that would require that all residential developments proposed in Petaluma provide, 1 S% affordable units onsite. Policy 5.1— Preserve the affordability of the City's existing affordable housing stock. During 2018, two family affordable housing developments, Washington Creek Apartments and Corona Ranch Apartments; were resyndicated and rehabilitated. These properties are owned and operated by Eden Housing, Inc. Policy 5.2 — Ensure the long-term affordability of units developed or provided with City Assistance. Two of our older First Time Homebuyer properties. were preserved using the ground lease model with our partnership with Housing Land Trust of Sonoma County. The affordability of the Washington Creek Apartments and the Corona Ranch Apartments was also extended another 55 years in the process of resyndication. FINANCIAL IMPACTS There are no financial impacts associated with the presentation of the Annual Progress Report of the 2015-2023 Housing Element. ATTACHMENTS 1: 2018 Annual Progress Report for the Housing Element 2. Annual Housing Successor report 3 - , 'f x,v,v Nc �80 ANNUAL ELEMENT PROGRESS REPORT Housing Element Implementation (CCR Title 25 §6202) Jurisdiction Petaluma Reporting Year 2018 (Jan. 1- Dec. 31) Table D Program Implementation Status pursuant to GC Section 65583 Housing Programs Progress Report Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the housing element. Name of Program Objective Program 1.1 Utilize sites within the UGB to accommodate anticipated long-term residential growth Program 1.2 Utilize the Central Petaluma Specific Plan (CPSP) to facilitate the development of vacant and under utilized land in the heart of the City. Program 1.3 Timeframe in Status of Program Implementation H.E 1/31/2023 In 2018, there have been 337 units in five projects that have been approved. 194 of the above 337 units are in the heart of the City and have been approved. Staff is meeting with other developers with projects within the Central Petaluma 1/31/2023 Specific Plan area for a potential of more units. Allow more flexibility in parking requirements for mixed-use developments in order to promote the development of residential uses along mixed use corridors. 1/31/2023 Program 2.1 Provide developers with an inventory sites with a wide range of densities that allows a variety of product types Program 2.2 Utilize the Central Petaluma Specific Plan (CPSP) to facilitate the development of rental and live/work units in the downtown, e.g., high density housing, relaxed parking requirements, and encourage on-site inclusionary units 1/31/2023 On going. This is in the Central Petaluma Specific Plan as well as the Petaluma Area Station Master Plan. In 2018, Staff met with prospective developers and properpty owners through the Development Review Committee. The site inventory is also on the city's housing webpage and in the curretn housing element. There has been no change to the site inventory list. On going. The CPSP is being used to facilities development of units in the 1/31/2023 downtown area. Name of Program Objective Timeframe in Status of Program Implementation H.E Program 2.3 Treat transitional and supportive housing as residential uses, subject only to those restrictions on residential uses constrained Completed. Ordinance 2523 N.C.S. - Zoning and Density Bonus made transitional in each respective zone. 1/31/2023 and supportive housing as residential uses constrained in each respective zone. Program 3.1 Review and identify development standards that may be a constraint on the development of housing and amend the On going. Staff reviews the development standards and brings changes to the zoning ordinance accordingly. 1/31/2023 Planning Commission. Program 3.2 continue to permit emergency shelters without a Conditional Use Permit or other There have been no requests for new emergency shelters in Petaluma. Currently, discretaionary action on industrial zoned the Mary Isaak Center and the Family Homeless Shelter are the only shelters for parcels. 1/31/2023 our homeless community which house over 140 people nightly. Program 3.3 Enforce procedures and standards fo petaluma's density bonus ordinance to facilitate the review and approval of projets A Residencial Density Bonus Ordinance is in place. In 2018, one project has proposing affordable housing 1/31/2023 requested a density bonus. Program 3.4 Continue to subsidize and defer application Prior to the dissolution of redevelopment, Petaluma subsidized development fees, development impact fees, and on -and impact fees for affordable housing projects. The City's housing funds have off-site improvements for affordable decreased and we are not able to continue to subsidize affordable housing housing sites. 1/31/2023 developments. Program 3.5 Continue to give priority processing to In 2018, saff has provided technical and administrative support to a 54 unit affordable housing project. 1/31/2023 affordable housing project for seniors and veterans. Program 3.6 Adopt residential design guidelines for single- and multi -family development that provides clear guidance with regards to design standards for applicants. 1/31/2023 Not completed. This process is ongoing. Program 3.7 Provide continuing professional education for public officials and decision makers to improve skills in such areas as project evaluation and the conduct of public The City Attorney's office provides education regarding the conduct of public hearings. 1/31/2023 hearings to all committees of the City Council as well as the City Council. Program 3.8 Actively participate in the Sonoma County Water Agency's project to increase the capacity of the City's water supply system in order to secure a safe, reliable improted The Department of Public Wroks and Utilities participates with the Sonoma water supply. 1/31/2023 County Water Agency to secure Petaluma's water. Name of Program Objective Timeframe in Status of Program Implementation H.E Program 3.9 Actively participate in the Sonoma County Water Agency's planning for a second Petaluma Aqueduct to influence the aqueduct alignment, capacity, and construction details to best reinforce the On going. Staff from the Water Resources Department is involved with staff from distribution system. 1/31/2023 the Sonoma County Water Agency. Program 4.1 Continue to work with other agencies to receive a reasonable share of federal, state On going - Housing staff continues to research and communicate with other and private funding for housing. 1/31/2023 agencies for a share of funding for affordable housing. Program 4.2 Continue to work with non-profit housing organizations to benefit from their expertise in and resources for developing Staff continues to work with its nonprofit developers and service agencies to and supporting affordable housing. 1/31/2023 develop affordable housing and provide services for the low income community. Program 4.3 Continue to require residential projects of This program has been amended to REQUIRE all residential deelopments of 5 or five or more units to contribute to the more units to build 15% affordable units onsite with affordability restrictions of provision of belo-market ratehousing in 45 years for for -sale units and affordability restriction of 55 years for rental units. one of the following ways 1/31/2023 The amendment was approved by HCD. Program 4.4 Administer the Housing -Commercial $155,555 was received from fees for the Housing Commercial Linkage Fee Linkage Fee Program 1/31/2023 program during the calendar year 2018. Program 4.5 Continue to support the Mortgage Credit The Mortgage Credit Certificate program has not been funded and is on hold in Certificate Program administered by the Petaluma due to the program restrcitions on the maximum sale price of homes Community Development Commission of that would qualify in Petaluma. There are no new funds for the program in Sonoma County. 1/31/2023 Sonoma County. Program 4.6 Continue the existing partnership with the The City continue to partner with the Housing Land Trust of Sonoma County. In Housing Land Trust to administer the 2018, we preserved 2 of our older First time Homebuyer properties using the Homebuyer's Assistance Program aimed at ground lease model. In 2019, an estimated 20 first time homebuyers should be low- and moderate -income households. 1/31/2023 moving into new units in the Brody Ranch subdivision. Program 5.1 Continue to administer the Mobile Home Since 2015, the City has increased the number of total spaces in the rent Rent Stablization Ordinance. 1/31/2023 stabilization program from 317 to 356. Program 5.2 Deny conversions of rental apartments to condominiums if the proposed conversion significantly diminishes the existing supply Housing staff conducts a vacancy survey twice a year to determine the vacancy of rental units or threatens tolower rental rate of rental units in Petaluma. There were no condominium conversions vacancy rates within Petaluma 1/31/2023 proposed in 2018. Name of Program Objective Timeframe in Status of Program Implementation WE Program 5.3 Retain federal, state and locally subsidized affordable units that may be lost through contract terminiation or expired In 2018, two affordable housing properties were resyndicated and rehabilitated affordability restrictions 1/31/2023 and extended their affordability restrictions through 2073. Program 5.4 Impose reslae controls or rent restrictions on all units that receive state housing density bonuses and other incentives for Completed. Petaluma has adopted a Residential Density Bonus Ordinance as of not less than 30 years. 1/3/12023 12/15/2014 Program 5.5 Continue to impose long-term resale The City works with our nonprofit affordable housing owners to keep the current controls or rent restrictions on affordabile units affordabvle by extending the affordability restrictions when they are units provided through the inclusionary resyndicated or rehabilitated. Corona Ranch and Washington Creek Apartments, housing program or city subsidies to ensure owned and operated by Eden Housing, were rehabilitated in 2018. The City also that they remain affordable to the targeted imposed long-term resale controls through partnering with Housing Land Trust of income groups. 1/31/2023 Sonoma County on two of our first time homebuyer properties. Program 6.1 Continue to support the Petaluma People Services Center (PPSC) Homeless In 2018, the City allocated $33,000 to support PPSC's Homeless Prevention Prevention Program, including the Program. Over 41 households were provided assistance through this program. Medicated Assistance Program and the This program is also able to leverage the Season of Sharing partnership and 32 of Renters Assistance Program. 1/31/2023 those applying were referred to that program and received funding. Program 6.2 Continue to support the Mary Isaak Center 1/31/2023 In 2018, the City allocated $80,000 to support the MIC homeless shelter. Program 6.3 Continue to support the COTS Family shelter at 1500 Petaluma Blvd. So,. Program 6.4 Continue to supprot the ongoing maintenance of COTS family transitional homes located throughout the community through a parternership with Rebuilding Together, Petaluma. Program 6.5 Continue to support the ongoing maintenance of a City -owned fourObedroom house on Rocca Frive leased to the Veterans's Resource Center for veterans. No funding was allocated to this program in 2018. However, the City leases the 1/31/2023 building to the Committee on the Shelterless for their program at $1.00/year. Rebuilding Togethers receives funding through our CDBG program and works closely with COTS to provide repair and maintenance work to the city -owner property that are leased to COTS for their transitional and supportive housing 1/31/2023 program. In 2018, RBT rehabbed two of our transitional houses. Ongoing and as funding allows. Rebuilding Together Petaluma also works with 1/31/2023 the Veterans Resource Center if any repairs are needed. Name of Program Objective Timeframe in Status of Program Implementation H.E Program 6.6 Continue to participate in the County Housing staff is involved in the homeless Continuum of Care process. There has Continuum of Care process as a "lead been a reorganization of the homeless continuum which has brought elected agency" along with the City of Santa Rosa officials involved in the process. Staff continues to attend meetings to keep and the County of Sonoma 1/31/2023 informed on what is happening in the homeless community, Program 6.7 In 2018, funding was allocated for pre -development of a 54 affordable Continue to support the construction of development for seniors and senior veterans. Cityowned land was donated for senior housing 1/31/2023 the development also. Program 6.8 Continue to support the "Rebuilding In 2018, $238,000 was allocated to the RTP program. RTP completed over 56 Together - petaluma" (RTP) program 1/31/2023 projects which benefitted 35 households and preserved affordable housing. Program 6.9 Continue to require the inclusion of disabled -accessible units in projects that receive city assistance. 1/31/2023 Ongoing. In 2018, there were no new affordable developments with city funding. Program 6.10 Support the construction of housing specifically designed for persons with a In 2018, no development was proposed for persons with mental or developmental, mental or emotional developmental disabilitites. Staff continue to pursue opportunities for future disability 1/31/2023 developments. Program 6.11 Continue to require family apartment projects that receive city funding to include In 2018, Brody Ranch, through their inclusionary requirement, are building Below - units with more than two bedrooms 1/31/2023 market -rate for sale housing. 10 of the 25 units will have 3 bedrooms. Program 7.1 Continue to refer fair housing complaints to the Medication Assistance Program administered by Petaluma People Services In 2018, $70,000 was allocated for fair housing services. PPSC received 975 calls Center 1/31/2023 and inquiries from tenants and landlords. Program 7.2 Initiate actions to address any fair housing issues or constraints on housing for the disabled identified by the2012 Analysis of Impediments, including removing the constraints or providing reasonable Petaluma is working with Petaluma People Services Center to continue to address accommodation for housing intended for these issues. Staff is working with the City of Santa Rosa and the County of person with disabilities 1/31/2023 Sonoma to update the Assessment of Fair Housing. Program 7.3 Develop a reasonable accommodation procedure. 1/31/2023 Not complete. Program 8.1 Continue to support RTP to maintain existing residential units for low income households. 1/31/2023 On going. See program 6.8 Name of Program Objective I Timeframe in Status of Program Implementation H.E Program 9.1 continue to address community input of such projects on surrounding neighborhoods during the design review On going. In 2018, planning staff encouraged developers to set up community and approval process. 1/31/2023 meetings with the neighboring communities to get their input. Program 9.2 Monitor and continue to work with the managers of affordable and special needs housing projects to minimize [ptential In August of 2018, PEP Housing had a community meeting for their impacts on surrounding neighborhoods. 1/31/2023 senior/veteran affordable houding development Program 10.1 Continue to evaluate residential projects for consistency with Section 66473.1 (Energy conversation) of the Subdivision Map Act during the development review On going. Staff consistently reviews residential projects for energy conservation process. 1/31/2023 as well as water conservation. Program 10.2 Continue to require the planting of street and parking lot tress as part of residential projects to provide cooling during the On going. The Tree Advisory Committee meets on each residential development summer months 1/31/2023 as it goes through the process. AT�PlCIIIVI-El INr it #2 I I���i moi,TSSOR q ilii a I ; - - and Moderate Income Housing Asset Fund For Fiscal Year 2017 2018 Pursuant To 'alifornia Health and Safety Code Section 34176 For the City of Petaluma Senate Bi11341 (SB 341) became effective on January 1, 20145 requiring.% a housing successor agency that assumed the housing functions of a former redevelopment agency to post a report on its website containing information regarding the low and moderate income housing asset funds of the former redevelopment agency for the previous fiscal year. In this case, the City of Petaluma, as the housing successor, is required to prepare and post the report. In addition, the Housing Successor Agency is required to conduct and provide an independent financial audit of the Fund within six months of the end of the fiscal year. The Audit may be included as part of the City's independent financial audit. The City of Petaluma assumed the housing functions of the former Petaluma Community Development Commission on January 23, 2012. The transfer of the functions i Dncluded transfer of formerly designated RDA low- and moderate -income housing funds as were any funds generated by the former RDA housing assets. To ensure that the monies in the Fund are expended in accordance with the law, Section 34176.1(f) required an independent financial audit of the fund within six months of the end of the fiscal year. The independent audit of the City's Fund is included as part of the Comprehensive Audited Financial Report (CAFR) prepared by Maze and Associates, and is on the City's website at www.gityofpetaluma.net/finance/flmstateinent.html. The following report is based upon information prepared by Housing Successor staff and . information within the independent fmancial audit of the Low and Moderate Income Housing Asset Fund. This report conforms with. Sections I through XI, of Section 34176.1(f) of the Dissolution Law. 1. _ Amount Deposited into ENTRAP: A total of $145,459 was deposited into the LMIIIAF during the Fiscal Year. Of that total, $112,000 were funds transferred from other City Housing funds to support the administrative costs of the Housing Division. Of the total funds deposited into the LMIIIAF, a total of $0 was held for items listed on the ROPS. 2. Ending Balance of LMII3AF: At the close of the Fiscal Year, the' ending balan ce in the LMIHAF was $28,889,056, of which $0' was being held for items listed on the ROPS. 3. Description .of Expenditures from LNIIHAF: The following is a description of expenditures from the LMIHAF by category: 17 The Housing Successor is allowed to spend up to the greater of $200,000 or 2% of the value of the Housing Assets Portfolio (defined and calculated in Section 4), which totals $497,315 on Monitoring and Administration Expenditures. . . 4. Statutory Value of Assets Owned by Housing Successor: Under the Dissolution Law and for purposes ofthis Report, the "statutory value of real property" means the value of properties formerly held by the former redevelopment agency as listed on the housing asset transfer schedule approved by the Department of Finance, the value of the properties transferred to the Housing Successor pursuant to Section 34181(f), and the purchase price of property (ies) purchased by the Housing Successor. Further, the value of loans receivable is included in these reported assets held in the LMIAF. The following is the statutory value of assets owned by the Housing Successor. Fiscal Year 2017-2018 Statutory Value of Real Property Owned by Housing Successor $ 3,210,058 Value of Notes Receivable 22,078,884 Total Value of Housing Assets $259288,942 5. Description of Transfers. This section describes transfers, if any, to another housing successor agency made in previous fiscal year(s), including whether the funds are unencumbered and the- status of projects, if any, for which the transferred LMIHAF will be used. The sole purpose of the transfers must be for the development of transit priority projects, permanent supportive housing, housing for agricultural employees or special needs housing. The Housing Successor did not make any LMIHAF transfers to other Housing Successors) under Section 34176.1(c)(2) during the Fiscal Year. 6. Project Descriptions: This section describes any project for which the Housing Successor receives or -holds property tax revenue pursuant to the ROPS and the status of that project. The Housing Successor did not receive or hold any propert y tax revenue pursuant to the ROPS during the Fiscal Year. Fiscal Year 2017-2018 Monitoring & Administrative Expenditures $2145915 Homeless Prevention & Rapid Re -Housing Services $203,400 Housing Development Expenditures $18,000 Total LMIHAF Expenditures $436,315 The Housing Successor is allowed to spend up to the greater of $200,000 or 2% of the value of the Housing Assets Portfolio (defined and calculated in Section 4), which totals $497,315 on Monitoring and Administration Expenditures. . . 4. Statutory Value of Assets Owned by Housing Successor: Under the Dissolution Law and for purposes ofthis Report, the "statutory value of real property" means the value of properties formerly held by the former redevelopment agency as listed on the housing asset transfer schedule approved by the Department of Finance, the value of the properties transferred to the Housing Successor pursuant to Section 34181(f), and the purchase price of property (ies) purchased by the Housing Successor. Further, the value of loans receivable is included in these reported assets held in the LMIAF. The following is the statutory value of assets owned by the Housing Successor. Fiscal Year 2017-2018 Statutory Value of Real Property Owned by Housing Successor $ 3,210,058 Value of Notes Receivable 22,078,884 Total Value of Housing Assets $259288,942 5. Description of Transfers. This section describes transfers, if any, to another housing successor agency made in previous fiscal year(s), including whether the funds are unencumbered and the- status of projects, if any, for which the transferred LMIHAF will be used. The sole purpose of the transfers must be for the development of transit priority projects, permanent supportive housing, housing for agricultural employees or special needs housing. The Housing Successor did not make any LMIHAF transfers to other Housing Successors) under Section 34176.1(c)(2) during the Fiscal Year. 6. Project Descriptions: This section describes any project for which the Housing Successor receives or -holds property tax revenue pursuant to the ROPS and the status of that project. The Housing Successor did not receive or hold any propert y tax revenue pursuant to the ROPS during the Fiscal Year. 7. Status of uouupliance wRin Section 33334.16: This section provides a status update on compliance with Section 33334.16 for interests in real property acquired by the former redevelopment agency prior to February 1, 2012. For interests in real property acquired on or after February 1, 2012, this section provides a status update on the project. With respect to interests leproperty acquired by the former redevelopment agency prior to February 1, 2012, the time periods described in Section 33334.16 shall be deemed to have commenced on the date that the Department of Finance (DOF) approved the property as a housing asset in the LMIHAF. For real property acquired by the former redevelopment agency that is not being held by the Housing successor in the LMIHAF, the Housing Successor must initiate activities consistent with the development of the real property for the purpose for which it was acquired within five years of the date the DOF approved such property as a -housing asset. The following provides a status update on the real property housing assets) that were 'acquired prior to February 1, 2012 and compliance with the five-year period: . Address of PY•operty Date Property Acquired DOF Transfer Approval Deadline to Initiate Activity Status of Activity 951 Petaluma Blvd. 2/2011 8/29/2012 8/29/2017 June 1, 2017 the So City Council directed staff to work with PEP Housing on their proposed senior/veteran affordable project. Project development is ongoing. Projected completion date of project is summer 2021 2018 - the development will be going to Planning Commission for approval in August 2018. 19 The following .provides a status update on real property housing asset(s) that were acquired by the Housing Successor using LMIHAF on or after February 1, 2012: No properties have been acquired by the Housing Successor after February 1, 2012 8. Description of Outstanding Obligations Pursuant to Section a section requires compliance with Section 33413 if there were any outstanding inclusionary and replacement housing obligations prior to dissolution of the former redevelopment agency and how the Housing Successor plans to meet unmet obligations, if any. According to the 2007-2012 Implementation Plan for the former redevelopment agency, no Section 33413(a) replacement housing or inclusionary/production housing obligations were transferred to the Housing Successor. The former redevelopment agency's 2007-2012 Implementation Plan is posted on the City's website. 9. Extremely Low Income Test: Section 34176.1(a)(3)(B) requires that the Housing Successor must require at least 30% of the LMIHAF to be expended for development of rental housing affordable to and occupied by.household earning 30% of less of the AMI. If the Housing Successor fails to comply with the Extremely -Low Income requirement in any five-year period, then the Housing Successor must ensure that at least 50% of the funds remaining in the LMIHAF be expended in each fiscal year following the latest fiscal year on households earning 3 0% or less of the AMI until the Housing Successor @demonstrates compliance with the Extremely=Low Income requirement. This information is not required to be reported until 2019 for the 2014-2019 five year period. 10. Senior Housing Test: The Housing Successor is to calculate the percentage of units of deed -restricted rental housing restricted to seniors and assisted by the Housing Successor, the former redevelopment agency and/or the City within the previous 10 years in relation to the aggregate number of units of deed -restricted rental housing assisted by the Housing Successor, the former redevelopment agency, and/or the City within the same time period. If this percentage exceeds 50%, then the Housing Successor cannot expend future funds in the LMIHAF to assist additional senior housing units until the Housing Successor or City assists and construction has commenced on a number of restricted rental units that is equal to 50% of the total amount of deed -restricted rental units. The following summarizes the number of deed -restricted rental housing units produced by the former redevelopment agency and the Housing Successor over the past 10 years: Project Name Year Built # of Senior - Units # of Non- Senior Units Total # of Units Vintage Chateau II 2012 68 68 Logan Place Apartments 2013 66 66 Kellgren Senior Apartments 2014 50 50 Total Units 118 66 184 20 The following provides the Housing Successor's Senior Housing Test for the 10 year period from July 1, 2007 to June 30, 2018: # of Assisted Senior Rental Units 118 # of Total Assisted Rental Units 66 Senior Housing Percentage 64% 11. Excess Surplus Test: This section provides the amount of excess surplus in the ENTRAP; if any, the length of time that the Housing successor has had excess surplus, and the Housing successor's plan for eliminating the excess surplus. Excess Surplus is defined in Section 34176.1(d) as an unencumbered amount in the account that exceeds the greater of one million dollars ($1,000,000) or the aggregate amount deposited into the account during the Housing Successor's preceding four fiscal years, whichever is greater. Year � Amount Fiscal Year 2013-2014 $392,666 Fiscal Year 2014-2015 $234,191 Fiscal Year 2015-2016 $88,552 Fiscal Year 2016-2017 153,782 Total Deposits $869,191 Greater of $1,000,000 or Previous Four Fiscal Year's Deposits $1,000,000. Available Unencumbered Amount in ENTRAP @ 7/1/18 $0 Computed Excess Surplus NONE Since the HozrsingSuccessor was created on 2/1/12, there wef•e no deposits made prior to t1�is date. Based on the calculation above, the ENTRAP does not have an excess surplus a�t 6/30/18 21 ANNUAL ELEMENT PROGRESS REPORT Housing Element Implementation (CCR Title 25 §6202) Note: + Optional field Cells in grey contain auto -calculation formulas Table A Housing Development Applications Submitted Jurisdiction Petaluma Total Total Reporting Year 2018 (Jan. 1 - Dec. 31) ANNUAL ELEMENT PROGRESS REPORT Housing Element Implementation (CCR Title 25 §6202) Note: + Optional field Cells in grey contain auto -calculation formulas Table A Housing Development Applications Submitted Total Total Date Approved Disapproved Project Identifier Unit Types Application Proposed Units - Affordability by Household Incomes Streamlining Notes Units by Units by Submitted Project Project 1 2 3 4 5 6 7 8 9 10 Total Was APPLICATION Tenure Very Low- Low- Moderate- DISAPPROVED SUBMITTED Local Jurisdictton Unit Category Date Very Low- Income Non Income Low -Income Moderate- Income Above Total PROPOSED Total Pursuant to GC Units by Project PriorAPN+ Current APN Street Address Project Name' (SFA,SFD,2lo Application Income Deed Non Deed Income Deed Moderate- APPROVED Notes Tracking IDS 4,5+,ADU,MH) R=Renter Submitted Restricted Deed Deed Restricted Restricted Non Deed Income Units by Project (Auto -calculated 65913.4(b)1 Units by project O=Owner Restricted Restricted Restricted Can Be (SB 35 Overwritten) Streamlining) Summa Row: Start Data Entry Below 63 1 1 431 486 64 1 6361003 6361003 131 Liberty Street Liberty Mixed Use 6361003 5+ O 1/4/2018 10 10 10 No 8530007 8530007 951 Petaluma Blvd. PEP Housing 8530007 5+ R 2/26/2018 53 1 54 54 Yes -But no action So. taken 007380005;027 007380005;027 McDowell Blvd. No. Deer Creek Res. Dev. 5+ R 10/1/2018 129 129 No 019010006-09 019010006-09 Graylawn Drive Sid Commons 03 -GPA -0379 -CR 5+ R 6/26/2018 278 278 No 6282007 00+393007 132 Petaluma Blvd. 132 Petaluma Blvs. PLSR-18-0029 2 to 4 R 10/4/2018 2 2 No 7361003 7361003 109 Ellis Street 109 Ellis Street PLSR-18-0030 5+ R 10115/20181 1 1 121 13 No 16 ANNUAL ELEMENT PROGRESS REPORT Housing Element Implementation (CCR Title 25 §6202) Jurisdiction Petaluma Reporting Year 2018 (Jan. 1 - Dec. 31) Note: + Optional field Cells in grey contain auto -calculation formulas Table A2 Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Units Project Identifier Unit Types Affordability by Household Incomes - Completed Entitlement 2 3 4 5 Prior APN+ Current APN Street Address Project Name` Local Jurisdiction Tracking ID' Unit Category (SFA,SFD,2 to 4,5+,ADU,M H) Tenure R=Renter O=Owner Very Low- Income Deed Restricted Very Low- Income Non Deed Restricted Low- Income Deed Restricted Low- Income Non Deed Restricted Moderate- Income Deed Restricted Moderate- Income Non Deed Restricted Above Moderate Income Entitlement Date Approved Row: Start Data Entry Below 53 011 01 0 8530007 8530007 951 Petaluma Blvd.S River City Senior Apt 5+ R 53 8/14/2018 131 Liberty Street ANNUAL ELEMENT PROGRESS REPORT Housing Element Implementation (CCR Title 25 Jurisdiction Petaluma Reporting Year 2018 (Jan. 1 -Dec. 31) Project Identifier 1 Unit Types 2 3 Affordability by Household Incomes - Building Permits 7 8 9 Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking IDS Unit Category (SFA,SFD,2 to 4,5+,ADU,M H) Tenure R=Renter O=Owner Very Low- Income Deed Restricted Very Low- Income Non Deed Restricted Low- Income Deed Restricted Low- Income Non Deed Restricted Moderate- Income Deed Restricted Moderate- Income Non Deed Restricted Above Moderate Income Building Permits Date Issued # of Units Issued Building Permits Row: Start Data Entry Below 0 0 0 0 0 23 41E2/15/2018 64 8294002 8294002 807 F Street ADU O 1 1 7081030 7081030 10 Edith Street # B ADU 'O" 1 1 7081030 6301023 7081030 6301023 10 Edith Street # B 317 Bodega Ave. SFD ADU O O 1 1 1 1 19150006 19150006 255 Sunnyslope Ave. ADU O 1 2/28/2018 1 8181010 19130041 8181010 19130041 304 5th Street 1315 D Street SFD1 ADU O O 1 1 3!26/2018 4/17/2018 1 1 8291021 8291021 227 8th Street ADU O 1 1 19130048 19130048 1313 D Street ADU O 1 1 136021016 6011056 136021016 NA 14 Brandy Court 1401 Bill Court Brody Ranch Bldg-18-0664SFD ADU O O 1 1 N6/26/2018 1 1 6011056 NA 1405 Bill Court Brody Ranch Bldg -18-0665 SFD O 1 6/612018 1 6011056 NA 1409 Bill Court Brody Ranch Bldg -18-0666 SFD O 1 6/6/2018 1 6011056 NA 820 Wellington Place Brody Ranch Bldg -18-0756 SFD O 1 6/6/2018 1 6011056 NA 816 Wellington Place Brody Ranch Bldg -18-0757 SFD O 1 6/6/2018 1 6011056 NA 812 Wellington Place Brody Ranch Bldg -18-0758 SFD O 1 6/6/2018 1 6011056 NA 808 Wellington Place Brody Ranch Bldg -18-0759 SFD O 1 6/6/2018 1 6011056 NA 804 Wellington Place Brody Ranch Bldg -18-0760 SFD O 1 6!6!2018 1 6011056 NA 800 Wellington Place Brody Ranch Bldg -18-0761 SFD O 1 6/6/2018 1 19203008 NA 682 Sunnyslope Rd. the Oaks - Lt. 3 Bldg -18-0255 SFD O 1 7/12/2018 1 19203008 NA 7 Oak Knoll CourtThe Oaks - Lt. 5 Bldg -18-0256 SFD 0 11 7/12/2018 1 6011056 NA 1401 Bill Court Brody Ranch BldgA 8-0664 SFD O 1 7/19/2018 1 149152008 149152008 1632 E. Madison St Bldg-18-0187 ADU O 1 8/2/2018 1 8391085 8391085 602 8TH Street Bldg-18-1057 ADU O 1 8/2/2018 1 7562003 7562003 525 Sutter Street Bldg-18-0883 ADU O 1 8/13/2018 1 7462029 7462029 152 Alta Drive Bldg-18--855 ADU O 1 8/30/2018 1 8344018 83440181 942 B Street BldgA8-0993 ADU O 1 8/30/2018 1 6480045 6480045 419 Rebecca Drive BldgA7-0411 SFD O 1 8/2/2018 1 6650020 6650020 769 EI Paseo Drive BldgA 8-0581 SFD O 1 8/20/2018 1 19203008 NA 674 Sunnyslope The Oaks - Lt. 18 BldgA &0437 SFD O 1 8/21/2018 1 19560008 NA 121 Ravenswood Ct SFD O 1 8/23/2018 1 6011056 NA 1424 Bill Court Brody Ranch BldgA&1228 SFD O 1 9/10/2018 1 6011056 NAI 1425 Bill Court Brody Ranch BldgA8-1229 SFD O 1 9/10/2018 1 6011056 NA 1428 Bill Court Brody Ranch BldgA8A230 SFD O 1 9/10/2018 1 6011056 NA 1429 Bill Court Brody Ranch BldgA 8-1231 SFD O 1 9/10/2018 1 6011056 NA 1432 Bill Court Brody Ranch BldgA8A232 SFD O 1 9/10/2018 1 6011056 NA 1433 Bill Court Brody Ranch BldgA 8-1233 SFD O 1 9/10/2018 1 6011056 NA 1437 Bill Court Brody Ranch BldgA8-1234 SFD O 1 9/10/2018 1 6011056 NAI 1441 Bill Court Brody Ranch BldgA8-1235 SFD O 1 9/10/2018 1 6011056 NA 1445 Bill Court Brody Ranch Bldg-18-1236 SFD O 1 9/10/2018 1 19023008 NA 11 Oak Knoll Ct. The Oaks - Lt. 6 BldgA&0564 SFD O 1 9/13/2018 1 19023008 NA 668 Sunnyslope Rd, The Oaks - Lt. 17 Bldg-18-0565 SFD O 1 9/13/2018 1 19023008 NA 6 Oak Knoll Court The Oaks - Lt. 16 BldgA &0566 SFD O 1 9/13/2018 1 19023008 NA 2 Oak Knoll Court The Oaks - Lt. 4 BldgA8-0567 SFD O 1 9/13/2018 1 8045025 8045025 266th Street Bldg-18-0884 ADU O 1 10/9/2018 1 8171038 8171038 808 D Street Bldg-18-1465 ADU O 1 10/25/2018 1 6650020 6650020 769 EI Paseo Dr Bldg-18-0372 ADU O 1 10/29/2018 1 6383005 6383005 616 N. Fair Street Bldg-18-1599 ADU O 1 10/2/2018 1 6562019 6562019 720 Vanessa Way Bldg-18-1190 ADU O 1 11/5/2018 1 7261009 7261009 131 Arlington Drive Bldg-18-1300 ADU O 1 11/6/2018 1 19140057 191400571 446Sunnyslope Ave, BldgA&0477 ADU O 1 11/14/2018 1 6011056 NA 1449 Bill Court Brody Ranch BldgA 8-1581 SFD O 1 11/5/2018 1 6011056 NA 1417 Brody Bird Ln Brody Ranch Bldg-18-1582 SFD O 1 11/5/2018 1 6011056 NA 1421 Brody Bird Ln Brody Ranch Bdlg-18-1583 SFD O 1 11/5/2018 1 6011056 NA 1425 Brody Bird Ln Brody Ranch Bldg-18-1584 SFD O 1 11/5/2018 1 6011056 NA 1429 Brody Bird Ln Brody Ranch BldgA 8A585 SFD O 1 11/5/2018 1 19023008 NAI 674 Sunnyslope Ln The Oaks - Lt. 18 bldg-18-0437 SFD O 1 11/29/2018 1 6385011 6385011 510 Baker Street bldg-18-1355 ADU O 1 12/5/2018 1 7092015 7092015 329 Edith Street Bldg-18-1043 ADU O 1 12/10/2018 1 8344018 8344018 942 B Street BldgA 8-0993 ADU O 1 12/18/2018 1 136010023 136010023 7 Michelle Lane Bldg-16-1853 SFD O 1 12/3/2018 1 19023008 NA 3 Oak Knoll Ct. The Oaks - Lt. 2 Bldg-18-1153 SFDJ 01 1 12/13/2018 1 19023008 NAI 10 Oak Knoll Ct. The Oaks - Lt. 15 Bldg-18-1154 SFD 01 1 12/13/2018 1 190230081NAI 14 Oak Knoll Ct. The 0aks - Lt. I 41 BldgA 8-1155 SFDI O 1 12/13/2018 1 ANNUAL ELEMENT PROGRESS REPORT Housing Element Implementation (CCR Title 25 §6202) Jurisdiction Petaluma Reporting Year 2018 (Jan. 1 - Dec. 31) Project Identifier Unit Types Affordability by Household Incomes - Certificates of Occupancy 1 2 3 10 11 12 Prior APNT Current APN Street Address Project Name+ Local Jurisdiction Tracking ID` Unit Category (SFA,SFD,2 to 4,5+,ADU,M H) Tenure R=Renter O=Owner Very Low- Income Deed Restricted Very Low- Income Non Deed Restricted Low- Income Deed Restricted Low- Income Non Deed Restricted Moderate- Income Deed Restricted Moderate- Income Non Deed Restricted Above Moderate- Income Certificates of Occupancy or other forms of readiness (see instructions) Date Issued # of Units issued Certificates of Occupancy p y or other forms of readiness w: Start Data Entry Below 0 0 0 0 0 5 102 107 534 Jade Street Quarry Heights Bldg -13-1500 SFA O 1 1/2/2018 1 10 Amethyst Court Quarry Heights Bldg -17-0132 SFA O 1 1/31/2018 1 6 Amethyst Court Quarry Heights Bldg -17-0134 SFA O 1 1/31/2018 1 2 Amethyst Court Bldg -17-0135 SFA O 1 1/31/2018 1 8351044 8351044 12 Laurel Avenue Bldg -16-1221 ADU O 1 2/22/2018 1 7 Amethyst Court Quarry Heights Bldg -13-1426 SFA O 1 2/26/2018 1 3 Amethyst Court Quarry Heights Bldg -13-1495 SFA O 1 2/26/2018 1 24 7th Street Bldg -14-1189 SFD O 1 2/26/2018 1 6301023 6301023 317 Bodega Avenue Bldg -14-1507 SFD O 1 3/7/2018 1 75824010 7524010 1191 Ramona Avenue Bldg -16-0468 SFD O 1 3/14/2018 1 427 Jacquelyn Lane Quarry Heights bldg -13-0811 SFA O 1 3/12/2018 1 429 Jacquelyn Lane Quarry Heights Bldg -13-0812 SFA O 1 3/12/2018 1 15 Amethyst Court Quarry Heights Bldg -13-1506 SFA O 1 3/19/2018 1 6650027 6650027 843 Bodega Avenue Bldg -16-0535 ADU O 1 4/25/2018 1 8313029 8313029 406 Mountain View Ave Bldg -16-1084 ADU O 1 4/25/2018 1 6083043 6083043 732 Keller Court Keller Ct. Commons Bldg -16-0434 SFD O 1 4/25/2018 1 7610029 7610029 420 Greenbriar , A -D Addison Ranch Bldg -16-1116 5+ R 4 5/7/2018 4 7610029 7610029 510 Greenbriar, A -D Addison Ranch Bldg -16-1117 5+ R 4 5/7/2018 4 423 Jacquelyn Quarry Heights Bldg -13-0808 SFA 0 1 5/21/2018 1 425 Jacquelyn Quarry Heights Bldg -13-0809 SFA O 1 5/21/2018 1 7610029 7610029 530 Greenbriar, A -D Addison Ranch BldgA6-1118 5+ R 4 6/18/2018 4 7610029 7610029 540 Greenbriar, A -D Addison Ranch Bldg -16-1119 5+ R 4 6/18/2018 4 7610029 7610029 610 Greenbriar, A -D Addison Ranch Bldg -16-1120 5+ R 4 6/18/2018 4 7610029 7610029 620 Greenbriar, A -F Addison Ranch Bldg -16-1121 5+ R 6 6/18/2018 6 7610029 7610029 640 Greenbriar, A -D Addison Ranch Bldg -16-1122 5+ R 4 6/18/2018 4 7610029 7610029 700 Greenbriar, A -D Addison Ranch Bldg -16-1123 5+ R 4 6/18/2018 4 7610029 7610029 710 Greenbriar, A -F Addison Ranch Bldg -16-1124 5+ R 6 6/18/2018 6 7610029 7610029 720 Greenbriar, A -F Addison Ranch Bdlg-16-1125 5+ R 6 6/18/2018 6 7610029 7610029 730 Greenbriar, A -D Addison Ranch BldgA&1126 5+ R 4 6/18/2018 4 6083043 6083043 724 Keller Court Keller Ct, Commons Bldg -16-0436 SFD 01 1 6/7/2018 1 6083052 6083052 744 Keller Court Keller Ct. Commons Bldg -16-0606 SFD O 1 6/7/2018 1 7271001 7271001 13 Arlington Drive Bldg -17-0351 SFD O 1 7/9/2018 1 19150006 19150006 257 Sunnyslope Rd, Bldg -17-0959 ADU O 1 8/23/2018 1 7610029 7610029 220 Greenbriar, XD Addison Ranch Bldg -16-1111 5+ R 4 8/14/2018 4 7610029 7610029 240 Greenbriar, A -F Addison Ranch BldgA&1112 5+ R 6 8/14/2018 6 6083043 6083043 720 Keller Court Keller Ct. Commons Bldg -16-0437 SFD 01 1 8/22/2018 1 6083052 6083052 716 Keller Court Keller Ct. Commons Bldg -16-0605 SFD O 1 8/22/2018 1 6083043 6083043 712 Keller Court Keller Ct. Commons BldgA6-0603 SFD O 1 8/22/2018 1 7610029 7610029 210 Greenbriar, A -D Addison Ranch BldgA 6A 110 5+ R 4 9/12/2018 4 7610029 7610029 340 Greenbriar, A -D Addison Ranch Bldg -16-1114 5+ R 4 9/12/2018 4 7610029 7610029 120 Greenbriar, A -F Addison Ranch Bldg -16-1108 5+ R 6 9/19/2018 6 7610029 7610029 140 Greenbriar, A -D Addison Ranch Bldg -16-1109 5+ R 4 9/19/2018 4 519 Joelle Heights Bldg -15-0487 SFD O 1 10/15/2018 1 6083043 6083043 736 Keller Court Keller Ct, Commons Bldg -16-0435 SFD O 1 10/22/2018 1 60830431 60830431 740 Keller Courtl Keller Ct. Commonsl BldgAM604 SFD O 1 10/22/2018 1 1364900521 1364900521 2014 Caulfield Lanel I bldg -1 7-12341 ADU O 1 12/18/2018 1