HomeMy WebLinkAbout11/29/2011BAKERSFIELD
Rhonda Smiley, Assistant to the City Manager
AGENDA SUMMARY REPORT
Special Meeting of the
HOUSING INCENTIVE TASK FORCE
Tuesday, November 29, 2011 -12:00 p.m.
City Hall North
First Floor-Conference Room A
1600 Truxtun Avenue, Bakersfield, CA 93301
The meeting was called to order at 12:07 PM.
1. ROLL CALL
Present: Councilmember David Couch, Chair
Councilmember Harold Hanson
Councilmember Ken Weir
Staff Present:
David Couch, Chair
Harold Hanson
Ken Weir
Alan Tandy, City Manager Ginny Gennaro, City Attorney
Rhonda Smiley, Asst. to the City Manager Joshua Rudnick, Deputy City Attorney
Steven Teglia, Asst. to the City Manager Andrew Heglund, Associate Attorney
Chris Huot, Administrative Analyst Nelson Smith, Finance Director
Raul Rojas, Public Works Director Brad Underwood, Asst. Public Works Director
Jim Eggert, Planning Director Phil Burns, Building Director
Dianne Hoover, Recreation and Parks Director
Others Present:
Scott Tobias, Association of Realtors
Jeanne Radsick, Association of Realtors
Angie Trigueiro, Association of Realtors
Donna Carpenter, Association of Realtors
Will Winn, Kern Transportation Foundation
Dave Turner, Dave A Turner Homes
Leigh Ann Cook, Bakersfield Ch. Of Commerce
Nancy Newman, Bakersfield Resident
Roger Mcintosh, Mcintosh & Associates
2. PUBLIC STATEMENTS
None
3. NEW BUSINESS
Housing Incentive Task Force
Agenda Summary Report
November 29, 2011
Page2
Vernon Gunter, Miramar International
Jim Murphy, Miramar Realty
Carrie Williams, McMillin Homes
Matt Towery, Towery Homes
Pat Henneberry, Castle & Cooke
Bruce Freeman, Castle & Cooke
David Cates, Lenox Homes
Gary Fussel, Bakersfield Homeowner
Antonie Boessenkool, Bakersfield Californian
A. Discussion and Recommendations to Stimulate the Building of New Homes-
Tandy/Smiley
Assistant to the City Manager Rhonda Smiley stated that considerable analysis and
discussion has previously taken place in the Planning and Development Committee
and with the full City Council regarding this issue. She recapped a report previously
presented at a Planning and Development Committee meeting and included with an
August 7, 2011 City Council administrative report which addressed the concept of
spreading all, or a portion, of the Transportation Development Fees on the County Tax
Roll, similar to the payment of Sewer Connection Fees over time for financial hardship
cases. She indicated it could result in a heavy administrative burden and cause
financial risks for the City. In addition, spreading the cost over a period of time could
negate the goal if a lender requires the purchaser to pay off the lien as a condition of
loan approval. There is also the risk that the property owner might default on their tax
bill, and it could take several years to collect the full amount of the City fees. Deferral
or inability to collect the fees would place the City in a risky legal position and affect
the defense of our nexus document.
Assistant to the City Manager Smiley summarized several ideas, which had been
previously reviewed and discussed, but are currently the only ideas which are
practical and realistic.
• The Statewide Community Infrastructure Program (SCIP), through California
Communities, enables developers to pay most impact fees and finance public
improvements through an acquisition agreement and does not place the City
at risk with regard to the nexus document, nor will it cause damage to our
financial standing when we need to bond for our transportation projects.
Housing Incentive Task Force
Agenda Summary Report
November 29, 2011
Page 3
• Consider resuming discussions with the County regarding a temporary
economic recovery period fee reduction.
Committee member Ken Weir asked staff to clarify how the SCIP program works.
Finance Director Nelson Smith stated the SCIP program functions very similarly to the
formation of assessment districts with the exception that the program removes the City
from the administrative process. Typically, a developer can use the program to
finance fees and/or costs of public improvements on a tract of homes. He indicated
he was not familiar with the concept of a developer financing the fees on a single
residence.
Committee member Weir asked if there is a minimum or a maximum amount to be
financed through the SCIP program.
Finance Director Smith stated there is no m1n1mum amount disclosed in the SCIP
program literature. The statewide program processes bond issuances, as needed; they
combine all the financing needs of various developments in California through a state
bond issue once or twice a year. However, with the current development demand,
the State has not done a bond issue recently.
Committee Chair David Couch asked how this program would apply to a developer
who has only one or two houses to build; would they apply once the bond issuance is
ready to happen or before they acquire a building permit, or do they apply and then
are approved at a later date.
Finance Director Smith stated that there is an application process and a development
agreement may be needed to identify what public improvements and/or fees are
going to be financed with the Joint Power Authority. A developer may need to begin
the application process three to six months before they acquire a building permit.
City Manager Alan Tandy stated that Councilmember Johnson indicated the League
of California Cities was willing to do an onsite education forum on the SCIP program
for anyone interested in attending and they could ask those types of detailed
questions.
Committee Chair Couch asked staff to contact the League for additional details
pertaining to date and time.
Committee member Harold Hanson asked the developers present if anyone had
looked into the program.
Donna Carpenter, representing the Association of Realtors and the Homebuilders
Association, stated that a Legislative Committee meeting was held to specifically
discuss the SCIP program. There is a minimum of $5 million to bond; if there are
Housing Incentive Task Force
Agenda Summary Report
November 29, 2011
Page4
developers needing to finance amounts less than $5 million, they would have to
submit their application and wait until the bonds are sold. Ms. Carpenter also stated
that she believed that the League meeting will be held in the central valley in early
February, 2012.
Assistant to the City Manager Steven Teglia clarified that the $5 million minimum is a
statewide collection needed to go to bond. It is not the designated amount for one
particular project.
Committee member Hanson also asked if the SCIP program was cost effective and
how expensive is it to apply for the program.
Ms. Carpenter stated she was aware there is an application fee but was unaware of
an exact amount. Assistant to the City Manager Smiley stated that the fee is $1 ,500
per application.
City Manager Tandy stated that the program is similar to an assessment district bond
and interest has varied throughout the development community, based on their
particular business interests.
Committee member Weir asked under what circumstances would staff contact the
County for discussion.
City Attorney Ginny Gennaro stated any changes done to the nexus document,
whether to increase or decrease fees, can be done by the City Council without the
County, but this can increase the City's exposure to litigation. We are not required to
consult with the County, but the exposure to litigation would decrease if the County
was in agreement with the City and the change done concurrently.
Committee member Weir asked what would occur if a developer used the SCIP
program for a project, but only completed 30 percent of the improvements and then
walks away from the project.
Finance Director Smith stated the City would not have any financial liability or be
involved in any collection efforts, since SCIP issued the bond. Public Works Director
Raul Rojas stated one way to prevent such a scenario would be a requirement that
all improvements would be completed during the initial phase of construction, prior to
any tracts being built. However, the development community would likely not favor
the idea. City Manager Tandy stated this idea would apply to a developer wanting to
do roads, walls, or other public improvements. As an example, if fees were the only
item financed and only 17 percent sold, the developer would have the obligation to
pay the assessment for the remaining properties they own.
Matt Towery, with Towery Homes, stated the building community is concerned about
lots that are finished with streets and improvements completed, but the maps have
expired, causing the fees to double. He asked the Committee to discuss ideas, such as
Housing Incentive Task Force
Agenda Summary Report
November 29, 2011
Page 5
decreasing map fees, attaching the fees to the land, or anything to help stimulate the
economy now and help builders get closer to the foreclosure resale markets.
Committee Chair Couch asked if a program to target specific areas where tracts are
mapped and partially built with a few streets and houses would eliminate or decrease
the previously discussed administrative issues and financial risks if some of the fees
were collected with the issuance of a building permit and a portion was also collected
on the property tax roll. There would be a specific limit to the number of tracts allowed
and a specific time frame.
City Manager Tandy stated the primary concern would be a delay in receiving the
money necessary to match the monies of the TRIP projects for bonding purposes. The
bonding capacity would also be affected and decreased if receipt of the money was
extended over a longer period of time, because a preceding five year history would
be used to calculate the bonding capacity. It would be difficult to assess the work
load and financial risks without a specific figure.
City Attorney Gennaro stated from a legal stand point it would be preferable for the
Committee to do a temporary economic recovery, because this would allow a more
flexible result. It would allow for the make up of losses in future years.
Public Works Director Rojas stated there are approximately 2,000 to 3,000 lots that are
currently mapped and partially built with expired maps. He also indicated it would be
problematic to allow some property owners not to pay the fees, because the next
owner would pay a lot more than their fair share.
Bruce Freeman of Castle and Cooke inquired if it would be possible for the map fee to
revert to the previous fee, and blending the difference with remaining maps that are
not completed yet.
Roger Mcintosh with Mcintosh and Associated stated that the one year extension on a
final map that is recorded has vesting rights for one year. The policy was changed to
allow maps that didn't expire prior to May 18, 2011 to be extended for an additional
year. Mr. Freeman is referring to tentative maps with multiple phases that are not all
recorded. He is paying the $13,000 fee, because his recorded map expired after one
year; but for the tentative maps that have not recorded he is paying the lower fee
because they are vested. He suggested that if the fee was reduced, that amount
could be added to the fees paid for the remaining tentative maps, and the City could
collect the full fee over time.
Committee Chair Couch asked staff to review the concept and report back at the
next meeting. Committee Chair Couch also asked Mr. Mcintosh to submit the idea to
staff in writing.
Housing Incentive Task Force
Agenda Summary Report
November 29, 2011
Page 6
City of Bakersfield resident Nancy Newman stated that the City should not be involved
in reducing fees. The City Council should not try to stimulate a single industry when
several industries are being affected by the economy.
Committee member Weir asked staff to compile the number of permits for residential
and commercial which have been pulled for the last three years, what percentage
are paying the new rate and what percentage are paying the older rates. Committee
member Weir also asked what bonding companies are searching for when reviewing
revenue streams. Committee chair David Couch asked staff to also provide a list of all
the fees paid with the building permits.
Finance Director Smith stated that bonding companies review the current fee
structure, the historical revenue generation, and the aggregate, focusing on the most
recent five years, although they can review longer histories. They will also look at
recent Council action as to how the Council treats these fees, as well as any
associated risks. City Manager Tandy indicated the bond companies may also review
revenues and any threats to those sources, including any possible State Legislature
forfeitures. There is also a potential consequence to the General Fund or the ability to
complete the TRIP program if transportation fees are collected over a period of time
or can not be collected.
Committee Chair Couch asked if spreading any portion of fees on the property tax bill,
as previously discussed would necessitate an agreement between the homeowner
and the City. He also asked if a district could be created to encompass the entire city
and when an annexation occurred, would the owner also annex into the
transportation improvement district. In addition, he asked if there would be an
assessment tax applied to a portion of a fee.
City Attorney Gennaro stated the idea would have to be researched because of all
the associated legal parameters.
City Manager Tandy stated the SCIP program functions as that same idea, with the
exception of the defined size. Assistant to the City Manager Teglia stated one other
exception is that the City is paid the fees up front and then placed on the property
taxes.
4. COMMITTEE COMMENTS
Committee Chair Couch tentatively scheduled the next Housing Incentive Task Force
meeting for December 20, 2011, with the possibility of delaying the meeting if there
are conflicts with the Committee members' calendars.
5. ADJOURNMENT
The meeting adjourned at 1 :18
cc: Honorable Mayor and City Council