HomeMy WebLinkAbout7/3/2002 - STAFF REPORTS DATE: JULY 3, 2002
TO: COMMUNITY REDEVELOPMENT AGENCY
FROM: DIRECTOR OF COMMUNITY & ECONOMIC DEVELOPMENT
PUBLIC HEARING APPROVING A DISPOSITION AND DEVELOPMENT
AGREEMENT WITH SUNRISE HACIENDA PARTNERS AND COACHELLA VALLEY
HOUSING COALITION TO FACILITATE THE APPLICATION FOR LOW INCOME
HOUSING TAX CREDITS AND THE DEVELOPMENT AND CONSTRUCTION OF THE
SUNRISE HACIENDA APARTMENTS, LOCATED ON THE WEST SIDE OF SUNRISE
WAY NORTH OF SAN RAFAEL ROAD
RECOMMENDATION:
It is recommended that the Agency approve a Disposition and Development
Agreement with Sunrise Hacienda Partners and Coachella Valley Housing
Coalition (CVHC), providing up to $1,000,000 (One Million Dollars) in land write
downs and Agency financial assistance for the construction of a 66-unit low-
income apartment complex, referred to as the Sunrise Hacienda Apartments,
south of the Coyote Run Apartments on Sunrise Way and San Rafael Road.
SUMMARY:
This resolution approves a Disposition and Development Agreement with the
developers of the Sunrise Hacienda Apartments in the amount of$1,000,000.
The Agency would contribute a 6.25 acre parcel of Agency-owned land (valued
at $250,000) and provide up to $750,000 over three years, to assist the project
with the Low Income Housing Tax Credit application process. In return, the
Developer agrees to proceed with the LIHTC application and, once funded, to
construct the project as proposed and approved by the City Council on July 3,
2002.
BACKGROUND:
Agency members are familiar with the adjacent Coyote Run Apartments,
developed by CVHC as a LIHTC project in 1992. The project has remained
beautifully maintained and is the finest low-income apartment complex in the
city. The Agency owns the adjacent 6.25 acre parcel and would contribute it to
the expansion of Coyote Run. Staff first discussed the concept of expanding
Coyote Run with the Agency at a Study Session in March, 1999, in a meeting
that lead to the development of the City's Affordable Housing Market Study and
later the Affordable Housing Strategy.
The project has a variety of different-size apartments, from 1-bedroom to 4-
bedroom. The Affordable Housing Strategy mentioned above identified low-
income rental housing for larger families as the City's most pressing housing
need. This project makes a small dent in that need.
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As with most LIHTC projects, the non-profit housing developer acts as the
General Partner (and often property manager), but then sells most of the project
to a for-profit limited partner who would be able to uses the 9% credits (LIHTC).
The Partnership in this case is called Sunrise Hacienda Partners.
Agency financial participation in the project will make the developer's LIHTC
application much stronger and make the project more likely to be built. The deal
is structured as a three-way deal, with the financial assistance flowing to the
partnership (Sunrise Hacienda) but the land contribution being made to CVHC
as the General Partner. This is being done to maximize the number of points in
the application process:
1. Once the project received its tax credit allocation, the Agency would
Grant Deed the property to CVHC as the General Partner. The Agency
would retain reverter rights if the Developer fails to proceed or complete
the project.
2. Once the project received its tax credit allocation, the Agency would
release its first disbursement of $300,000 based on invoices received
from the developer, including both soft costs and hard costs. In the next
two years, the Agency shall make payments of $225,000 each year to
the project. The assistance shall be secured by a Deed of Trust.
3. The developer commits to building the project as proposed, including the
architectural upgrades, noise buffering, quality landscaping, and other
components. A regulatory agreement with the Agency will assure that
the units will count towards the City's low and moderate income housing
goals.
4. The Agency shall assist the Developer in applying for the Low Income
Housing Tax Credits in every way possible.
5. Plans and Drawings: Project plans and drawings would become property
of the Agency at the time of the land transfer and would be necessary to
the Agency in the event it becomes necessary for the Agency to
complete the project.
Half of the project's units (32) shall count in the Agency's inventory of Low/Mod
Housing Units. The 32 Agency-funded units, at a total subsidy of $1,000,000,
equates to $30,000 per unit, well within the prototypical financing gap in a tax-
credit-funded, family multi-unit project. This gap is calculated only on Agency-
restricted units; since the entire project will be affordable due to the tax credit
restrictions, the effective subsidy is $16,666 per unit. Based on the attorney's
research on the Article 34 issue, the Agency may be able to restrict all of the
units based on the nature of the financing. Tax Credit financing restricts them
all, anyway, for a period of 55 years.
Sunrise Hacienda
Partners DDA cm .a .z
July 3, 2002
Page 3
A Summary Report describing the purchase and sale of the property, as
required by California Health and Safety Code Section 33433 (a), is enclosed
with the resolution. ///
iJOHN 8. RAYMO;ND
Direc of Commu y & Economic Development
APPRO ED ram ,
Executive Director
ATTACHMENTS:
1. Resolution /'� �/1
2. Dispostion and Development Agreement —CLt�t✓�craHLL
3. Summary Report
4. Public Hearing Notice_�h �.
REVIEWED BY DEn OF FINANCE
I/
Co" rck •a-
Sunrise Hacienda Partners DDA
July 3, 2002
Page 3
SUMMARY REPORT:
DISPOSITION AND DEVELOPMENT AGREEMENT
BY AND BETWEEN
THE PALM SPRINGS COMMUNITY REDEVELOPMENT AGENCY
AND
COACHELLA VALLEY HOUSING COALITION
AND
SUNRISE HACIENDA PARTNERS
JULY 2002
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INTRODUCTION
Before real property acquired by a Community Redevelopment Agency with tax increment
proceeds may be sold or leased, the transaction must be approved by the Agency Board in
accordance with California Health and Safety Code Section 33433. This Section requires a
"Summary Report", which describes and specifies certain information in regard to the proposed
transaction, be available for public inspection.
DESCRIPTION OF THE PROPOSED AGREEMENT
Site and Interests to be Conveyed
The Site consists of three parcels of land, totaling approximately 6.25 acres. The Site is located
north San Rafael Road along the west side of Sunrise Way in the City of Palm Springs. The
Developers of the Property, Coachella Valley Housing Coalition and Sunrise Hacienda Partners,
are seeking Agency financial assistance in developing a proposed 66-unit low- and very low-
income apartment project on the site. Part of the assistance will be that the Agency shall
contribute the land to the project when the project is ready to proceed to the construction phase.
The Agency shall also make a loan to the developer, disbursed over three years, after the project
has received its Low Income Housing Tax Credit Allocation.
Proposed Development
The Purchaser is building 66 low-income apartment units on the vacant land, including 8 one-
bedroom units, 24 two-bedroom units, 24 three-bedroom units, and 8 four-bedroom units ranging
in size from 600 square feet to 1,400 square feet. The 66 units will be contained in 7 one-story
buildings and 16 two-story buildings, with each building containing from 2 to 6 units. The project,
while receiving several reductions in development standards and a density bonus required under
Section 65915 of the California Government Code, contains significant architectural and
landscaping upgrades as well a day care center and tot lot. This project helps the City meet its
requirements to provide affordable housing under California law.
Financing
The developer is seeking an allocation of Low Income Housing Tax Credits through the California
Tax Credit Allocation Committee and established pursuant to the Internal Revenue Code Section
42, as the primary source of project financing. Based on the restricted rents, the project's
economics support a minimal amount of private financing, leaving a gap of at least $1,000,000.
The Developer has sought Agency financial assistance to cover its gap in the project.
Agency Responsibilities
The Agency agrees to contribute the site which it owns, valued at$250,000, to the project, as well
as make a deferred loan of$750,000 once the project has received its tax credit allocation. The
Agency agrees to contribute the land to the project when the project is fully funded, all permits
have been obtained, and the Developer is prepared to commence construction. The Agency
would retain reverter rights if the Developer fails to proceed or complete the project. In addition,
the Agency agrees to assist the Developer in applying for Low Income Housing Tax Credits.
Developer Responsibilities
The developer commits to contruct the project as proposed, including the architectural upgrades,
noise buffering, quality landscaping, tot lots, and other components. A regulatory agreement with
the Agency will assure that the units will count towards the City's low and moderate income
housing goals. Project plans and drawings would become property of the Agency at the time of
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the land transfer and would be necessary to the Agency in the event it becomes necessary for the
Agency to complete the project.
Agency's other standard terms and conditions, including non-discrimination and maintenance
covenants, and other terms and conditions remain as in Disposition and Development Agreement
for Developer.
COST OF AGREEMENT TO THE AGENCY
The Agency will commit an amount of $1,000,000 to the project should it receive a tax credit
allocation and proceed to the construction phase, including $250,000 in land value and a
$750,000 deferred loan disbursed over three years.
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NOTICE OF PUBLIC HEARING '
NOTICE IS HEREBY GIVEN, that the Community Redevelopment Agency of the City of
Palm Springs and the City of Palm Springs will hold a Public Hearing in the City Council
Chambers, located at 3200 Tahquitz Canyon Way, Palm Springs, California 92262, beginning at
7:00 p.m., Wednesday. July 3, 2002, to consider the following:
A Disposition and Development Agreement ("DDA") between Sunrise Hacienda Partners and
the Community Redevelopment Agency to the City of Palm Springs,
including the sale of a 6.25 acre parcel located on the west side of
Sunrise Way near San Rafael Road
Palm Springs, California 92262
The Community Redevelopment Agency of the City of Palm Springs ("Agency")
proposes to enter a DDA with Sunrise Hacienda Partners for the purpose of developing a 66-
unit low-income apartment complex adjacent to Coyote Run on Sunrise Way. The DDA calls for
the Agency contributing the 6.25 acre Agency-owned parcel to project, as well as $750,000 in
Agency Low Income Housing Setaside funds over a period of three years. The partnership
intends to apply for Low Income Housing Tax Credits under Article 42 of the IRS Code.
The general partner in the project is Coachella Valley Housing Coalition, the general
partner and property manager of the adjacent Coyote Run apartments. The two projects would
share some amenities, including the existing day care center and new tot lots.
All interested persons are invited to attend the Public Hearing and express opinions on
the item listed above. If you challenge the nature of the proposed action in court, you may be
limited to raising only those issues you or someone else raised at the Public Hearing described
in this notice, or in written correspondence delivered to the City Clerk, at the address listed
above, at or prior to the Public Hearing.
Members of the public may view this document and all referenced documents in the
Community Redevelopment Department, City Hall, and submit written comments to the
Community Redevelopment Agency at or prior to the Community Redevelopment Agency
Meeting at or prior to the public hearing described in this notice.
Further information, including a copy of the Amendment and Resolution, prepared in
accordance with Health and Safety Code Section 33433, is available in the Office of the City
Clerk, at the above address.
PATRICIA A. SANDERS, City Clerk
PUBLISHED: June 19 and June 26, 2002
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PROOF OF PUBLICATION This is space for County Clerk's Filing Stamp
(2015.5.C.C.P)
STATE OF CALIFORNIA
County of Riverside --
I am a citizen of the United States and a resident of No.t a34
the County aforesaid;I am over the age of eighteen CITY OF PALM SPRINGS
NOTICE OF PUBLIC HEARING
years,and not a party to or interested in the
NOTICE IS HEREBY Agency
of that the Community
above-entitled matter.I am the principal clerk of a F.development the Agency l the,City of Palm
tinter of the,DESERT SUN PUBLISHING Springs and the City of Palm Springs will hold a
P Public Hearin in the City Council Chambers, In-
COMPANY a newspaper of general circulation, dated at 32�0 Tahguitz Canyon way, Palm
Springs,California 92262, beginning at 7.00 p ni
printed and published in the city of Palm Springs, wadnesday, July 3, 2002, to consider the follow-
County of Riverside,and which newspaper has been tng.
adjudged a newspaper of general circulation b the A ors os tw e and Development Agreement
I gg y ("DDA"�between Sunrise Hacienda Partners and
Superior Court of the County of Riverside,State of the Community Redevelopment Agency to the
P h' vers e City of Palm Sp,m s, including the sale se a 6.25
California under the date of March 24,1988.Case acre parcel located on the west side of Sunrise
Nay near San Rafael Road Palm Sprirgs, Califor-
Number 191236;that the notice,of which the his 92262
annexed is a printed copy(set in type not smaller The Community Redevelopment Agency of the
Ctty of Palm Springs("Agency")proposes to enter
than non pariel,has been published in each regular a DDA with Sunrise Hacienda Partners for the
and entire issue of said newspaper and not in an purpose of developing a 66-unit low-income I
Y apartment complex adjacent to Coyate Run on
supplement thereof on the following dates,to wit: sunrise way. the DDA cacrells for the Ag end y can-
June 20th,26t1t project9as wel�ae$750,p 00 in end one y-owgne yparcel to
A Low In- -
-come Housin�gg Sclearda funds over a period of
-------------------------------------------------- three years. the as neiship intends to apply for
Low Income Housing Tax Credits under Arto e 42
of the IRS Cade.
----'-""'----------'—'--'-"'----------"-'---""----------- The general partner in the project is Coachella
All in the year 2002 Valley Housing Coalition, the general partner and
property manager of the adjacent Goyoto Run
I certify(or declare)under penalty of perjury that the apartments. The two projects would share some
amerntres, including the existing day care center
foregoing is true and correct. and new tot lots.
27th All interested persons are invited to attend the
Dated at Palm Springs,California this--------------day Public Hearing and express opinions on the item
Y listed above If you challenge the nature of the
June proposed action in court, you may be limited to
raising only those Issues you or someone else
of-----------------------------------,2002 raised at the Public Hearing described in this no-
��-��`///qqq,,,��' tice,or rn written correspondence delivered to the
City t
Clert the address listed above, at or Prior
tot k.a he k,at Hearing.
_ Members of the public may view this document
'------'-'---"---"-'-'-'—'"'"---"'-'-----'-----""---- and all referenced documents in the Community
Signature Redevelopment Department,City Hall,and submit
written comments to the Community Redevelop-
ment Agency at or prior to the Comri Rede-
1 x U velopment Agency Meeting at or prior to the pub-
lic hearing described in this notice.
J
Further information, including a copy or the
,ylf Amendment and Resolution, prepared in accor-
dance with Health and Safety Code Section
33433 is available in the Office of the City Clerk,
at the above address
PATRICIA A. SANDERS, City Clerk
PUB. Juno 20, 26, 2002
RESOLUTION NO.
OF THE COMMUNITY REDEVELOPMENT AGENCY OF
THE CITY OF PALM SPRINGS, CALIFORNIA APPROVING
A DISPOSITION AND DEVELOPMENT AGREEMENT WITH
COACHELLA VALLEY HOUSING COALITION AND SUNRISE
HACIENDA PARTNERS TO EFFECTUATE THE
DEVELOPMENT OF A LOW-INCOME APARTMENT
COMPLEX ON THE WEST SIDE OF SUNRISE WAY, NORTH
OF SAN RAFAEL ROAD AND SOUTH OF THE COYOTE
RUN APARTMENTS
WHEREAS, the Community Redevelopment Agency of the City of Palm Springs (the
"Agency")has established an affordable housing setaside fund in accordancewith Section
33000 et. seq. of the California Health and Safety Code; and
WHEREAS, the funds are earmarked for the acquisition, construction, or rehabilitation of
affordable housing to benefit the community; and
WHEREAS, Sunrise Hacienda Apartments, proposed for low-income families, was
approved on July 3, 2002 by the Palm Springs City Council; and
WHEREAS, the property developers, Coachella Valley Housing Coalition and Sunrise
Hacienda Partners, LLC, sought Agency financial assistance to cover a portion of the
development cost; and
WHEREAS, the property developers, Coachella Valley Housing Coalition and Sunrise
Hacienda Partners, LLC, are submitting a tax credit application to the California Tax Credit
Allocation Committee for the July 17, 2002 application round and have requested Agency
assistance to strengthen the application; and
WHEREAS, Section 33430 of the Community Redevelopment Law allows that an agency
may, "for purposes of redevelopment, sell, lease, for a period not to exceed 99 years,
exchange, subdivide, transfer, assign, pledge, encumber by mortgage, deed of trust, or
otherwise, or otherwise dispose of any real or personal property or any interest in
property;" and
WHEREAS, the owners shall agree to restrict, though a Regulatory Agreement approved
as an attachment to the Disposition and Development Agreement, the rents on 49% of the
proposed units(32)to levels affordable to families with incomes no more than 60% of Area
Median Income (AM]); and
WHEREAS, a Notice of Public Hearing concerning the Disposition and Development
Agreement was published in accordance with applicable law; and
WHEREAS, the Agency has considered the staff report, and all the information, testimony
and evidence provided during the public hearing on July 3, 2002,
NOW THEREFORE BE IT RESOLVED by the Community Redevelopment Agency of the
City of Palm Springs, as follows:
SECTION 1. The above recitals are true and correct and incorporated herein.
r a say+
SECTION 2. Pursuant to the California Environmental Quality Act (CEQA), the
Community Redevelopment Agency finds as follows:
a) The City Council adopted a Mitigated Negative Declaration
for the project based on the preparation of an Initial Study
and the recommendation of the Planning Commission.
Mitigation measures are included in the project design and
adopted as part of the Conditions of Approval for the
Project.
b) The Agency finds thatthe Planning Commission adequately
discussed the potential significant environmental effects of
the proposed project(land use,traffic/circulation, parking, air
quality, noise, aesthetics, geology/soils, water quality,
drainage, public utilities, public services,
archaeological/historic resources, public controversy, and
light and glare). The Community Redevelopment Agency
furtherfinds that the Mitigated Negative Declaration reflects
its independent judgment.
SECTION 3. The Developer has proposed building 66 low-and very low-income
apartment units on the site, including 8 one-bedroom units, 24 two-
bedroom units, 24 three-bedroom units, and 8 four-bedroom units
ranging in size from 600 square feet to 1,400 square feet. The 66
units will be contained in 7 one-story and 16 two-story buildings,
with each building containing from 2 to 6 units. The project, while
receiving several reductions in development standards and a
density bonus required under Section 65915 of the California
Government Code, contains significant architectural and
landscaping upgrades as well a shared day care center with Coyote
Run and 3 tot lots. This project helps the City meet its requirements
to provide affordable housing under California law.
SECTION 4. The Agency agrees, through this Disposition and Development
Agreement, to contribute the 6.25 acre site valued at $250,000 to
the General Partner, Coachella Valley Housing Coalition, as well as
a loan of an additonal $750,000 spread over three years, once the
project receives its tax credit allocation by the California Tax Credit
Allocation Committee. The Agency agrees to contribute the land
to the project when the tax credits are allocated, all permits have
been obtained, and the Developer is prepared to commence
construction. The Agency would retain reverter rights if the
Developer fails to proceed or complete the project. In addition, the
Agency agrees to assist the Developer in applying for Low Income
Housing Tax Credits.
SECTION 5. The Agency does hereby find and determine as follows:
a) The project was originally approved by the City Council on
July 3, 2002. In February, 2002 the Developers requested
Community Redevelopment Agency assistance.
b) The parcel was acquired by the Community Redevelopment
Agency for the purposes of providing low- and moderate-
income housing on it. Coachella Valley Hosuing Coalition
has a previously-approved tract map on it for the
development of 20 self-help homes.
c) The Developer intends to apply for 9% credits (LIHTC), and
Agency financial participation in the project will make the
developer's LIHTC application much stronger and make the
project more likely to be built.
d) The DDA effectuates the purposes of the Community
Redevelopment Law by assisting in the development of
housing affordable to families with incomes below 60% of
Area Median Income and preserving the affordability of that
housing for a period of 55 years.
f) The DDA effectuates the purposes of the Community
Redevelopment Law as it is intended to eliminate blight and
promote the health, safety and general welfare of the people
of Palm Springs.
SECTION 6. The proposed project is consistent with the Five Year
Implementation Plan and Housing Compliance Plan for the Palm
Springs Community Redevelopment Agency, insofaras this project
will provide additional housing for persons of low- or moderate
income within the City of Palm Springs.
SECTION 7. Based on foregoing reasons, this DDA with Coachella Valley
Housing Coalition and Sunrise Hacienda Partners, is hereby
approved and incorporated herein by this reference.
SECTION 8. The Chairman, or his designee, is hereby authorized to execute on
behalf of the Agency the Disposition and Development Agreement
and other documents necessary to the Agreement, and make minor
changes as may be deemed necessary, in a form approved by
Agency Counsel.
ADOPTED this day of 2002.
AYES:
NOES:
ABSENT:
ATTEST: COMMUNITY REDEVELOPMENT AGENCY
OF THE CITY OF PALM SPRINGS, CALIFORNIA
By
Assistant Secretary Chairman
REVIEWED & APPROVED AS TO FORM
C%Md - C •3