CC Resolution No. 4160 .
?
. ~ RESOLUTION N0. 4160
~ A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO ADOPTING A POLICY
REGARDING THE PROVISION OF BELOW-MARKET HOUSING IN RESIDENTIAL DEVELOPMENT
WHEREAS, the City of Cupertino, as a part of adopting overall goals
for the community,recognized the need for a varied range and type of
housing within the City; and
WHEREAS, a varied range and type of housing must provide a range
in housing costs for various economic segments of the community.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of
Cupertino does hereby adopt the attached policy statement labeled Exhibit A,
an implementation procedure for providing below-market housing within
residential developments.
PASSED AND ADOPTED at a regular meeting of the City Council of the City
of Cupertino this day of , 1976, by the following vote:
Vote Members of the City Council
AYES:
NOES:
. ABSENT:
ABSTAIN:
APPROVED:
Mayor, City of Cupertino
ATTEST:
City Clerk
'
' Rev. May 4, 19 76
~ POLICY OF THE CITY OF CUPERTINO
REQUIRING BELOW-MARKET HOUSING IN RESIDENTIAL DEVELOPMENTS
• Exhib i t A
~
The purpose of this policy dociunent is to define a more specific implementation
program for the provision of below-market housing within residential develop-
ments so that persons of moderate income will be provided housing within the
City of Cupertino.
Percentage Requirement for Below-Market Units
All new residential developments involving densities of 7.6 units per acre or
more or conversion of existing apartments to condominiums involving 20 or more
• dwellings shall be required to provide a range of up to 20% of the units at
below-market price. Below-market shall be defined as .2-1/2 x 80%* of the
median annual income for Cupertino, based on the most recent census data or
other commonly recognized data source. A range of up to 20% below-market units
. may be allowed, depending on the size of the development, location, density
and specific dwelling-unit type. The intent of permitting a variation 0-20% is
to encourage a below-market housing mix which recognizes special housing needs.
For instance, a developer may wish to propose a variation of unit types and
• prices which fulfill the housing needs of senior citizens and handicapped persons.
In such cases, each project will be reviewed on its own merits.
Development Approval Process
The percentage and type of below-market units to be required should be determined
at the planning approval stage. Conditions for approval of development shall
include the number of units to be below-market cost, the price of the units, a
map describing the location of the units and approval by the City of Grant Deeds.
The Planning Commission and the City Council shall place considerable emphasis
* The United States Department of Housing and Urban Development (HUD) defines
moderate income as equal to 80-100% of the median income.
-i-
on the need to ensure that if below-market units are scattered throughout a
. project that they do not deviate greatly from the appearance of market dwellings.
~ Deed restrictions shall be placed on below-market units which will run for 59
years. The Deeds of Ownership shall contain a clause, giving the City of
Cupertino, or its designee, the first right of refusal to buy the unit, should
the owner decide to sell. In a case of the initial sale by the original devel-
oper, the City may exercise the option within 60 days of receipt of notification
that the developer received authorization from the State Department of Real
Estate to commence sales or within .60 days of issuance of final building permit.
In the case of subsequent sales, the City may exercise its options within 60 days
• upon receipt of written notice of intent to sell the property. The sales price
at which the City can exercise this option will be set at the lower of market
value or the original price of the unit, plus an increase equivalent to the rise
in the Consumer Price Index for the San Francisco Bay Area, as published by the
~ U.S. Bureau of Labor Statistics, plus improvements - including fixtures, land-
scaping and building additions at verified cost, plus rise in Consumer Price Index.
A second clause shall be included, stating that the owner of a below-market unit
shall not rent, lease, sublet, assign or otherwise alienate any interest of the
• City, provided that the City at its discretion reserves the right to approve any
of the foregoing acts . .
Qualifications of Buyers
The buyer's household income shall not exceed 50% of the sales price of the below-
market unit. The household income shall be defined as the latest year's income,
as verified by the Internal Revenue Service Form 1040. Nor should the buyer's
income have exceeded SO% of the sales price in any one of the past f ive years.
• In the event that no applicants are available with incomes of 50% of the sales
price, eligibility may be open to applicants with higher incomes. There shall
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~ ~
_ be a maximum ~asset limit, equal to one-third of the sales price, and limiting
purchase to persons not owning all or any part of any other residential real
, estate holdings.
~
The priority of eligible applicants shall be determined by the following criteria:
1. A resident of Cupertino for two years or more.
2. An employee working within the Cupertino sphere of influence, and
other Cupertino residents not included in No. l.
3. till others.
Administration
The recruitment and qualifying of buyers shall be administered by a designated
~ City staff person, or another public or non-prof it agency designated by City
Council. A list of all qualified buyers shall be established according to prior-
ities listed above. A Buyers~ Selection Committee shall evaluate and select
potential applicants, based upon the priority system listed above. The Buyers
. Selection Committee shall be comprised of a Councilmember, as selected by the
Mayor and City Council, the Director of Administrative Services, and the Housing
Rehabilitation Counselor, or staff inembers as designated by the City Manager.
The membership of the Committee shall not exceed three persons. The applicant
• or citizen can appeal a decision of the Buyers-:.Selection Committee to the City
Council for final determination. In the event that there are more applicants
within a category than units,.eligible applicants shall be selected by lot.
Approved for submittal to City Council,
•
Robert W. Quinlan
City Manager
-3-
. ~ Exhibit B
~ • n A ,""f.^ 'f" , . .
- . ;Y.'~
, ~ ~t~~.~ti . . '
` (408) 243•SIIPg
. ~:..~*.~~~~.fll:`~T'i~Lal ~~ILC3lfONC'a ifi9~F..~4~T6~1~ (:r~~ Southern Divisian
. Of Northe~n California @i 345 Sarato9a Avonue, Santa Clara, Ca. 35050
(:orm~lrly ti~n Builders Association of Santa Clara-Santa Crui Counties)
Jurie 11, 1975
PRES~DENT
Dick J. Fandall •
The William Lyon Company '
VIC[-PRESIDENT
Jesse W. Stacy
A~cadia Davelopmen! co. Mr. Donald J. C~G IS Pena
TAEASURER: r~I81SUTe "B" Study Lead Staff
Fichard E. Clark City of San Jose
Pyramid Homes, Inc.. $O~. NO. First Street
SECRETf~av: San Jose, Calif. 95110
Gary O. Brooks
Robert H. Grant Corp.
a;~ec~c~~: Dear pon: •
Mark J. Alexander
Samuel J. Eer~~~d This is in response to your letter of May 15, 1975, ~
Shapell Indus~riar, o~ regarding the coiisul.tant' s tiVorking Paper # 5 on '
Norihcrn Ca!it~~r„a "p,~eans of Achieving EQuitable Distribution Oi
Jack R. Bl~~r.v1~~~ Housing for All income Levels." A special
Blackwell Homes •
Pl;. G. Engdol subcommittee of the Associated Building Industry
Dura Style Homes, ~nc. (ABI ) has reviewed in~orking Paper # 5. Hopefully,~
Leonard A. Fryer OUT comments co~rer the three c{uestions outlined
' Singer Housing Company 111 yOUT' original letter.
Edward E. Kaitz '
oitz-cra~e ~ FiI'St of alI and most importantly, the ABI believes
ceo~9a •tJolte, that a determination must be made by tlle City that
~ George S. Noite & Assoc. 1tS C1t1Ze11S 3S a whole fully and completely
Pairiek 0. O~co~~~n understand and endorse such a program of supplying
w. Pn~n~ps . housing to all income levels throu~hout the city.
Estate Homes. Only then can such a program be worlcalile.
Paul E. Potts ~ ,
Lawyers Titla In;urance Corp.
David A. R21sti~ The ABI also believes that the only way the market
Ralstin 8, As.saciates minimum housing program can work in the private
Neil M. Stone industry sector is through the statement by the
Louie P. Tersini consultant that all housing be built at a profit. .
Tersini co~5t~~~~~o~ The ABT is reatl concerr_ed that ~he reduced iees
~
R. S. Vtiilliams on tne ~i.tY ~ s ~art tn r-.f~rPnCe to t e mar%et
Century Communiry Ueoetopers min
mum hot:S@S ~I'2 TlOt t1St taciced Ori ;tU tl~e rice
Alvin wooPNOrth ~f the other houses or bv an across-the- oar lncrease
af, all fees L, therebv makin~ ne~a ~iomebuyeiu si_1'
ic-
the ,~ro
ra~m. In reference to our initial comment~
above),-i~" this program is endorsed by the people
as a whole (and it must be in order to work), the
£xecutive Vice-Piesioent entire population of San Jose must be prepared to
• JamesK.O•8?~e~ subsidize. these fees in some appropriate manner,
Execut~veAuistant ~ • g • ~ P1•operty taxes . ' '
John P. Moore ' '
Adminitt~etive Auiatant
Darlene A. Robinson ~ ~
OIVISION OFFICES WEST 6AY SOUTHERPV CENTRAL / EAST BAY NOR7HERN
San Franciuo/Noveto Sante Clare Lafayette s~~,~ ao:o
, ' , I'age 2 ~
' Regarding the recommendations of Working Paper #S,
~ the ABI believes the following:
- I. The.proposal of a residential development ~
having m~re than 25 units be required to
offer 10-250 of all units to buyers at
a price not to exceed 800 of the median
price of all ne~~ housing built in the City
is unrealistic. ~
1) The consultants point out that the
median price home in 1975 is $37,000.
Therefore, a market minimum home (not
to exceed 80~ of the median price
of all new.housingj could not sell for
more than (.80 X $37,000) $29,600.
F.,-.--. --T
tne ~Bi aoes not ~eliEVe tiiat, econom-
ically or sociologically, a $2~5,000-
.$30,000 home would be compatible in a
' ~S neighborhood with homes in the $70,000
~ price rar.ge. Accordingly, the ABI
WOwQd ~,~~;~s+~a~, suggests tnat this requi~ement be
G_ applicable only to those housing
. T~ developments where the maximum sales
~lMliklyqA ~S. price would not exceed 135 0 of the
median price housing in the City of
' San Jose. Since the median price
housing is currently $37,000, this
requi.rement would be applicable to~
developments with a maximum selling
. ' price of ~50,000. This maximum figure
~ would adjust automatically every year.
2) The,requirement that all developments ~
• with more than 25 units comply by
supplying market minimum housing would
prove a practical impossibility. In
. - all likelihood developments of that
, j..~? t.~~ S~ uP ~~T~~~i j~ ~.'..~.ni~ :Vt.. :74~~U1
the market minimum housing~approach.
Therefo.re, the ABI suggests that the
~ . figure of 50 units be used with the ~
. option of the developer to offer market
minimum housing in developments of
~ less than 50 units.
~ 3) The requirement of 10 to 250 of all
units being market minimum housing we ~
would not favor because of the possiUility,
. if not the probability, of,the maximum
becoming the minimum. ABI suggests that
. , ~ ~
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~ - Page 3 ~
3) (Contd.)
' ~ this formula be reduced to a So minimum
. with the option of increasing that
percentage left to the developer.
II. The proposal of the market minimum housing
pro~ram being established on a two-y~ar
trial basis with no restrictions,might be ~
a littlP naive. The ABI believes there ~
. should be a reauirement that all market
minimum housing be owner-occupied. This
would eliminate the possible problem of
speculative buying by investors and
subsequent rental units. .
Regarding consultants' third and fourth recommenda-
tions, we concur genera.lly and have no specific
camments tc ~uon?it . ~ ~
tiUe very much.appreciate your furnishing us with
copies of the several working papers and particularly
wish to thank the task force for asking~our views
on the.specific recommendations of ~~lorking Paper #S.
If the task force has questions regarding our .
comments, please call and we'll do our best to
. ans~aer them by plione or in person, however the task
force prefer~.
. Sincerely,
` ,,~7if~.. ~
. , .
JA;tiIES K. 0' BRIEN
Executive Vice-President
JKU:dr
~ , , ~ Exhibit C
s~'~ ~ '
~sg HOUSING AUTHORITY
0 F T H E C 0 U N T Y 0 F S A N T A C L A R A
~ 'o'vi'~a"v
~'m ~
770 KIELY BOULEVARD, SANTA CLARA, CALIFORNIA 95051 • ~408) 241-0481
COMMISSIONERS DIRECTOR
DANIEL RUIZ May 6, 1976 JOHN C. BURNS
GHAIRMAN
PAUL SEPULVEDA
VICE-GNAIRMAN
CARL S. EKLUND
A. C. STEVENS
MATT P. TALIA
Ms. Nancy Hendee
Housing Counselor
City of Cupertino
10300 Torre Avenue
Cupertino, CA 95014
Dear Ms. Hendee:
There has been some discussion in Cupertino regarding a possible
city requirement of developers to include, as part of proposed
projects, a precentage of dwelling units to be sold to moderate
income families at cost or at a predetermined selling price
established by the city through negotiation with the developer.
This approach has, in our opinion, a great deal of inerit,
although it needs to be recognized that the total number of
units which can be made available through this process will be
small and it will be aiding families whose incomes are somewhat
above the median.
Nonetheless, should the city pursue this course, the Housing
Authority would be interested in acting as the city's agent in
taking applications and arranging the sale of these units. We
feel the job would take a concentrated effort~over a relatively
short period of time and additional time when resales occur.
It would be a new field for us but we feel we have the~management
and business ability to handle it.
I understand the city would at the same time be considering other
alternations. This is as it should be and we will be available ~
if you need answers to specific questions.
Sincerely,
HOUSING AUTHORITY OF THE
COUNTY OF SANTA CLARA
C.~u/!"'~/~
hn C. Burns
Executive Director
JCB/tr
MAILING ADDRESS: P.O. BOX 2250 MISSION STATION, SANTA CLARA, CALIFORNIA 95051