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HomeMy WebLinkAboutR33-Economic Development Agency i CITY OF SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY ECO ORIGINAL FROM: Maggie Pacheco SUBJECT: Midterm Review and Amendment of the Five Executive Director (5)Year Implementation Plan 2004-2009 DATE: December 6,2007 -----------------------------------------------------------------------------------------------------------------------------------—-------------------------------------------------------------------------------- Synopsis of Previous Commission/Council/Committee Action(s): On December 9,2004,the Executive Director,reported to Redevelopment Committee Members Estrada and McGinnis that the Agency was obligated, pursuant to the California Community Redevelopment Law, to adopt an Implementation Plan for its redevelopment project areas prior to the end of the calendar year, and given the time constraints, Staff would be placing the Implementation Plan directly on the Community Development Commission agenda for consideration at the meeting of December 20,2004. On December 20, 2004, the Community Development Commission approved the Five-Year Implementation Plan 2004-2009 for the Agency's ten (10) redevelopment project areas (Central City Projects, Central City North, Central City West, State College, Southeast Industrial Park,Northwest,Tri-City,South Valle,Uptown and Mt.Vernon Corridor). ------------------------------------------------------------------------------------------------------------------------------------------------------------ Recommended Motion(s): Open/Close Public Hearing (Community Development Commission) A: Resolution of the Community Development Commission of the City of San Bernardino adopting the Redevelopment Agency of the City of San Bernardino ("Agency") Midterm Review and Amendment of the Five (5) Year Implementation Plan 2004-2009 for the Agency's ten (10)redevelopment project areas(Central City North, Central City West, State College, Southeast Industrial Park, Northwest, Tri-City, South Valle, Mt. Vernon Corridor, 40th Street, Central City Projects Merged - comprised of Central City East, Central City South, Meadowbrook and Central City Projects) and the Inland Valley Development Agency ("IVDA") Redevelopment Project Area (Low- Moderate Income Housing Component) B: Resolution of the Community Development Commission of the City of San Bernardino adopting the Redevelopment Agency of the City of San Bernardino ("Agency") Midterm Review and Amendment of the Five (5) Year Implementation Plan 2004.2009 for the Agency's Uptown Redevelopment_Pro,iect Area ----_------------------ Contact Person(s): Maggie Pacheco Phone: (909)663-1044 Project Area(s): City Wide Ward(s): All Supporting Data Attached: 0 Staff Report 0 Resolution(s) ❑Agreement(s)/Contract(s) ❑Map(s) ❑Letter(s) 0 Mid Term Review and Amendment,Exhibit"A" 0 5-Year Implementation Plan and Housing Compliance Plan 2004-2009 0 5-Year Implementation Plan for 40th Street Redevelopment Project Area FUNDING REQUIREMENTS: Amount: $ N/A Source: N/A Budget Authority: N/A Signature: ry� Fiscal Review: (i, Maggie Pacheco,Execu a Dir ctor Barbara Lindseth,Administrative Services Director ------------------------------------------------------------------ --------------------------------------------------------------------------------------- ------------ ------- ----------- Commission/Council Notes: ;e �1.� o7dD?- 3� ��L�_ _ z W 7-3,3 -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- PAAgendas\Cormn Dev Commission\CDC 2007\12-17-07 Midterm Review and Amendment of 5 Year Imp.Plan SR.doc COMMISSION MEETING AGENDA Meeting Date: 12//17/2007 Agenda Item Number: R ECONOMIC DEVELOPMENT AGENCY STAFF REPORT ----------------------------------------------------------------------------- MIDTERM REVIEW AND AMENDMENT OF THE FIVE (5)YEAR IMPLEMENTATION PLAN 2004-2009 BACKGROUND/CURRENT ISSUE: In accordance with provisions of the California Community Redevelopment Law ("CRL"), Section 33490 of the Health and Safety Code, the Redevelopment Agency of the City of San Bernardino ("Agency") is required to conduct a Midterm Review ("Review") of its Five (5) Year Implementation Plan 2004-2009 ("Plan"). The Review is to be completed by no later than December 31, 2007. A public hearing is to be held to hear testimony of all interested parties for the purpose of reviewing the progress, highlight the accomplishments, and adopt any new programs or projects from the initial adoption of the Plan. Conducting the public hearing and the adoption of the attached Resolution will assure that the Agency is in compliance with the requirements of the CRL. To assist in the Review, Agency Staff has attached a copy of the Plan adopted in 2004 and the Housing Compliance Plan together with the required Review. The Review contains a matrix for each of its eleven (11) redevelopment project areas (Central City North, Central City West, State College, Southeast Industrial Park, Northwest, Tri-City, South Valle, Mt. Vernon Corridor, 40th Street, Uptown and Central City Projects Merged-comprised of Central City East, Central City South, Meadowbrook and Central City Projects) and the Inland Valley Development Agency Project Area (Low-Moderate Income Housing Component) which summarize the existing and on-going obligations, projects, and programs from the initial Plan. Additionally, the Review provides a matrix of new proposed obligations, projects, programs, and all housing compliance requirements. In June 2000, the Agency adopted the 40th Street Redevelopment Project Area. The 40th Street Redevelopment Plan included its own Five (5) Year Implementation Plan that was effective until 2006. Consequently,this project area was not part of the Plan,but is part of this Review and Amendment. ENVIRONMENTAL IMPACT: Adoption of the Review and Amendments of the Plan does not constitute approval of any specific project, program or expenditure from the Agency or community within the meaning of Section 21000 of the Public Resources Code and is therefore within the exempt status of Statutory Exemptions per Section 15262 Feasibility and Planning Studies. FISCAL IMPACT: None. FIVE-YEAR IMPLEMENTATION PLAN In 1993, the State of California Legislature enacted AB 1290 which requires redevelopment agencies to adopt a Five (5) Year Implementation Plan ("Plan") and Ten (10) Year Housing Compliance Plan ("Housing Plan"). In 1994, 1999, and 2004 respectively, the Agency adopted its required Plan and Housing Plan. ------------------------------------------------------------------------------------------------------------------------------------—---------------------------------------------------------------- P\Agendas\Comm Dev Commission\CDC 2007\12-17-07 Midterm Review and Amendment of 5 Year Imp.Plan SR.doc COMMISSION MEETING AGENDA Meeting Date: 12/17/2007 Agenda Item Number: k3 Economic Development Agency Staff Report Midterm Review and Amendment of 5-Year Implementation Plan Page 2 The Plan addresses the Agency's specific goals and objectives for the eleven (11) redevelopment project areas including the newly adopted 40`h Street Redevelopment Project Area, such as: • Specific programs; • Potential projects; • Estimated expenditures; and • Explanation of how the goals and objectives,programs, and expenditures will eliminate blight. The Housing Plan which is an element of the Plan addresses the following requirements: • Replacement housing, this mandate requires the replacement of low-and moderate-income housing destroyed as a result of a redevelopment project; • Inclusionary housing, this mandate requires that 30% of housing units developed or rehabilitated by a redevelopment agency in a redevelopment area must be available at affordable housing cost to low- and moderate-income persons or households. The mandate further states that 15% of housing units developed or rehabilitated by public or private entities in a redevelopment project area must be available at affordable housing cost to low- and moderate-income persons or households. This requirement applies to all project areas created on or after January 1, 1976; therefore, the project areas of State College, Central City North, Meadowbrook, and Central City Projects are exempt from this requirement. And on November 7, 2005, a Resolution was adopted by and between the Community Development Commission of the City of San Bernardino and the Inland Valley Development Agency ("IVDA") whereas the Agency would receive 100% of the IVDA inclusionary/replacement housing credits while the IVDA remained responsible and accountable for its non-housing project expenditures and activities; and • Housing Fund (Housing Set-Aside Fund), this mandate requires redevelopment agencies to set-aside a portion of its 20% tax increment revenue for increasing, improving, and preserving the community's supply of low-and moderate-income housing MIDTERM REVIEW The Agency is required to conduct a public hearing and hear testimony of all interested parties for the purpose of reviewing each redevelopment plan and the corresponding Plan and evaluating the progress and highlighting the accomplishments in each redevelopment project area no earlier than two (2) years and no later than the third (3`d) year from the initial Plan's adoption. Additionally, the Midterm Review provides the Agency the opportunity to amend and add new projects to the Plan. AMENDMENT Since the adoption of the initial Plan, additional projects have been incorporated into the Midterm Review and are to be added to the Plan (Note: Listed below are "Estimated Project Costs." The Estimated Project Costs are not an estimation of only the Agency's cost. The Estimated Project Costs may be a combination of or funds from other public agencies, developers, investors, and other associated development entities). -------------------------------------------------------------------------------------------------------------—------------------------------------------------------------------------------------------ P:\Agendas\Comm Dev Commission\CDC 2007\12-17-07 Midterm Review and Amendment of 5 Year Imp.Plan SR.doc COMMISSION MEETING AGENDA Meeting Date: 12/17/2007 Agenda Item Number: &3 Economic Development Agency Staff Report Midterm Review and Amendment of 5-Year Implementation Plan Page 3 Central City Projects ■ Urban Land Institute Report - Blighted physical conditions throughout the Central Business District (CBD). The Urban Land Institute have made a number of concrete suggestions and a number of more broad suggestions which are currently being studied by the governing body prior to adoption of some or all of the recommendations. Specific suggestions are called out in Section 1-7, #2; Section 1-8, #1 and 4 and Section 1-9, #l. Broader suggestions include the creation of more green space throughout the CBD connected by small lakes and streams, a highly visible iconic clock tower and more preservation and restoration of historic buildings. Excluding Central City East, ULI projects, estimated Project Cost: $300,000,000 Central City Projects—Central City East • New Superior Court Facility- Construction of a new Superior Court Facility and law and justice center, including 112 courtrooms, chambers and support facilities on an approximately 8-acre site currently owned by the Agency. This project creates a potential to connect the court facility to the current County Campus by way of the closure of a portion of 3 d Street so creating an expanded County Campus. Estimated Project Cost: $350,000,000 • New County of San Bernardino Headquarters - The County of San Bernardino requires an additional 400,000 to 500,000 square feet of office space and is currently searching for the most suitable site within the County/Campus. The building will require the demolition of some older County buildings on 3rd Street and the construction of new facilities. Estimated Project Cost: $300,000,000 • Seccombe Lake Housing Development - The development of 312 housing units and 52,000 square foot of retail space. Estimated Project Cost: $12,000,000 • Rudy Hernandez Mixed-Use Development - Development of 109 condos, 12 artist lofts, 10 units of live/work spaces and 12,000 square feet of retail space. Estimated Expenditure: $5,000,000 • Meadowbrook Park Single-Family Housing Development - Development of 3 single-family homes in the Meadowbrook Park Area. Estimated Project Cost: $500,000 Central City Projects—Central City South • Court Street West (Carousel Mall) - Demolition and redevelopment of the obsolete Carousel Mall into an urban village consisting of approximately 135,000 square foot of commercial/retail space and 750 single-family attached/detached dwelling units comprised of town homes, condominiums, lofts, and flats. New project, when complete, should generate approximately $3,000,000 new tax increment per year. Estimated Project Cost: $3,000,000 • Starbucks - Starbucks on 2nd Street and "F" Street is the redevelopment of the former "Long John Silvers" restaurant into a new 1,700 square feet Starbucks at an approximately $1,000,000 dollar increase in accessed value. The Starbucks is a new prototype Starbucks in the county. Estimated Expenditure: No Agency funds were expended ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- P:\Agendas\Comm Dev Commission\CDC 2007\12-17-07 Midterm Review and Amendment of 5 Year Imp.Plan SR.doc COMMISSION MEETING AGENDA Meeting Date: 12/17/2007 Agenda Item Number: Economic Development Agency Staff Report Midterm Review and Amendment of 5-Year Implementation Plan Page 4 • Marshall Center- Rehabilitation of outdated retail strip center anchored by Marshalls Department Store to include a new facade, landscaping and signage and road re-location. Estimated Project Cost: $6,000,000 • Omni-Trans Depot - Omni-trans, the local bus company, will build a transportation transfer center on a vacant Brownfield site at the southwest corner of "E" Street and Rialto Avenue. This facility will connect with a metro link extension to the City of Redlands, the proposed light rail (SbX) connection to the City of Loma and California State University, San Bernardino in the north. The Greyhound bus company will also relocate here so creating a transportation hub for the downtown and inviting further Transit Oriented Development (TOD) in the area. Estimated Project Cost: $7,200,000 • Food 4 Less Center - Outdated strip center in the middle of the proposed new development at Carousel Mall and the TOD. Potential loss of remaining tenant within one year. Estimated Project Cost: Unknown at this time Central City jects—Meadowbrook ■ Arrowhead Central Credit Union Headquarters - Potential construction of a new campus on the site of the current Meadowbrook Park. Proposed project will include 2 office towers of approximately 350,000 square feet, a 750 stall parking structure and related retail and banking facilities at street level. Estimated Project Cost: $7,200,000 Central Cites • Inland Behavioral Health Clinic located on the northwest corner of"D" Street and 7th Street - A 28,000 square foot, medical clinic employing 400 medical and support staff. When completed, the clinic will provide medical OB/GYN, pharmaceutical and counseling services to the medically underserved residents of San Bernardino. Estimated Expenditure: $265,000 • Assistance League of San Bernardino - In partnership with the County of San Bernardino, rehabilitate the Assistance League's building located on 6th Street which is experiencing structural difficulties, as well as being deficient in certain basic health and safety and ADA requirements. The Assistance League provides dental services to low income children in the Inland Empire. Estimated Expenditure: $278,000 • Downtown Mixed-Use Project - The project will involve the acquisition of properties, relocation of tenants, and the demolition of structures. The project will include properties located between "H", "F", 5th, and 4th Streets. The concept is to develop and construct a mixed-use project. The Agency will acquire 27 parcels. Estimated Project Cost: $25,000,000 • California Theatre - Design and install a new fire suppression system throughout the interior of the California Theatre. Estimated Project Cost: $3,100,000 • California Theatre - Renovate the exterior of the historic California Theatre of the Performing Arts. Estimated Project Cost: $750,000 -------------------------------- --------------------------------- -------------------------------------------------------------------------------------------------------------------- P:\Agendas\ConunDeyConimission\CDC 2007\12-17-07 Midterm Review and Amendment of 5 Year Imp.Plan SR.doc COMMISSION MEETING AGENDA Meeting Date: 12/17/2007 Agenda Item Number: �33— Economic Development Agency Staff Report Midterm Review and Amendment of 5-Year Implementation Plan Page 5 ■ TELACU Von 4th Street and "G" Street - Explore the feasibility of developing 90 units of senior housing on the northwest corner of 4th Street and "G" Street. Estimated Project Cost: $1,400,000 Northwest Project Area • Main Corridor Beautification Program/Project - Develop and implement a specific beautification program for the main corridors in the Northwest Project Area. Estimated Project Cost: $150,000 • Public Infrastructure Rehabilitation - Rehabilitate curbs, gutters, sidewalks, damaged pavement due to high vehicular usage, and the replacement of existing street light bulbs with brighter and efficient light bulbs. Estimated Project Cost: $150,000 • Public Facility Rehabilitation - Explore the feasibility to renovate and enlarge the existing public facilities in the Northwest Project Area. Estimated Project Cost: $400,000 • Land-Use - Relocation of residential parcels in the commercial zones (Highland and Mt. Vernon Corridor). Estimated Project Cost: $1,000,000 • Arroyo Valley Economic Development Corporation - Development of four (4) infill single-family homes. Estimated Expenditure: $270,000 Tri—City ■ Hampton Inn - Dual project consisting of a new 120 room Hampton Inn planned and 100 room Homewood Suites for Hospitality Lane on vacant land east of the Guitar Center and Costco Complex. Estimated Expenditure: Unknown at this time South Valle • Loma Linda Medical Center- Conversion of the La Mesa RV Retail Center to a centralized accounting facility for Loma Linda Medical Center. Current retailer vacating the 100,000 square foot store on a retail corridor. Estimated Expenditure: Unknown at this time • TELACU VI - Propose development of 75 units of senior housing located east of Commercial Road and east of TELACU III. Estimated Expenditure: $800,000 Uptown ■ Property based Business Improvement District (PBID) - Funding of the formation of a PBID and seed money to implement the PBID. Estimated Expenditure: $200,000 Mt. Vernon Corridor ■ Metrolink Parking Structure - Construct a multi-level parking structure to accommodate the Metrolink patrons. Estimated Project Cost: $15,000,000 -------------------------------------------------------------------------------------------------------------——-------------------------------------------------------------------------------------------- P:\Agendas\ConunDevConunission\CDC 2007\12-17-07 Midterm Review and Amendment of 5 Year Imp.Plan SR.doc COMMISSION MEETING AGENDA Meeting Date: 12/17/2007 Agenda Item Number: r Economic Development Agency Staff Report Midterm Review and Amendment of 5-Year Implementation Plan Page 6 • San Marcos South Development - Development of 47 single-family homes on the south side of Walnut Street. Estimated Expenditure: $400,500 • San Marcos Paloma Homes — Proposed development of 95 single-family condo units. Estimated Expenditure: $400,000 • Mary's Mercy Transitional Units on the southwest corner of Roberds Street and 6th Street - Development of 70 beds, long-term transitional housing for pregnant women and their children. Estimated Expenditure: $600,000 • Mary' Mercy acquired and rehabilitated a single-family home located at 1495 West 6th Street into a 13- bed transitional housing for pregnant women with children. Estimated Expenditure: $200,000 40th Street • Cardenas Markets - Rehabilitation and conversion of the vacant Albertson's supermarket into a Cardenas Market. The project will create an estimated 130 new jobs. Estimated Expenditure: Unknown at this time • Fresh and Easy - Potential development of the southeast corner 40th Street and Sierra Way for a new Fresh and Easy grocery store. Estimated Expenditure: $164,422 • 49th Single Family Housing - The 49th Street Project will develop vacant lots with single-family housing. The units will have 2 design concepts and will be sold to low-to moderate income households at an affordable housing cost. The Project will be developed in conformance with the City's design standards. Estimated Expenditure: $1,392,000 • Amendment No. 2 to the 49th Street Single Family Housing Development Agreement — TELACU Development, LLC. Proposed acquisition, demolition, and the development of single-family homes on 6 additional parcels. Estimated Project Cost: Unknown at this time IVDA • Fairway Homes - Development of 57 single-family homes north of the San Bernardino golf course, west of Waterman Avenue and south of Orange Show Road. Estimated Expenditure: $500,000 • Owen/Green — Development of 3 single-family homes on the northwest corner of Rialto Avenue and Allen Street. Estimated Expenditure: Unknown at this time CONCLUSION The Agency has accomplished significant commercial and housing projects and activities in the City's redevelopment project areas, as well as in the IVDA Project Area over the initial two and one-half(2-1/2) year of the Implementation Plan period. The Agency's activities represent a strategy that leverages the Agency's investment in the community to alleviate blight will in turn increase future tax increment ----------------------------------------------------------------------------------------------------------------------------------------------------- ------------ P\Agendas\Comm Dev Commission\CDC 2007\12-17-07 Midterm Review and Amendment of 5 Year Imp.Plan SR.doc COMMISSION MEETING AGENDA Meeting Date: 122//17/2007 Agenda Item Number: !Z3 Economic Development Agency Staff Report Midterm Review and Amendment of 5-Year Implementation Plan Page 7 revenues for future revitalization projects, as well as increasing the housing opportunities, jobs base, and other tax revenues for the City. In addition, the Agency's projects and programs are meant to achieve a higher strategy of positioning the Agency to achieve many of the City's General Plan, Capital Improvements Program, and Specific Plan goals and objectives. During the final two (2) years of the Plan period, the Agency will continue to work towards the completion of stated projects. The Agency continues to exceed its housing production obligation as required under the CRL and will continue to utilize both non-housing and housing funds towards the creation and preservation of affordable housing as well as eliminating substandard and blighted housing conditions. The Agency is in compliance with the reporting requirements of AB 1290 for both the Plan and the Housing Plan. The Midterm Review identifies the Agency's achievements and success in meeting many of its goals and objectives, as well as to chart a course to continue its mission. The Agency will have sufficient financial resources and opportunities to implement the identified programs to further achieve its goals and objectives, and to meet its housing obligations. If necessary, the Plan can be amended to include a new project, and the Agency's annual budget can be modified to meet future budgetary needs and new program goals. RECOMMENDATION: That the Community Development Commission adopt the attached Resolutions. Maggie Pacheco,Executive 'rec ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- P:\Agendas\Comm Dev Commission\CDC 2007\12-17-07 Midterm Review and Amendment of 5 Year Imp.Plan SR.doc COMMISSION MEETING AGENDA Meeting Date: 12/17/2007 Agenda Item Number: RU3 i EXHIBIT "A" I RESOLUTION NO. (C o ® 2 RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF 3 THE CITY OF SAN BERNARDINO ADOPTING THE REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO ("AGENCY") MIDTERM 4 REVIEW AND AMENDMENT OF THE FIVE (5) YEAR IMPLEMENTATION PLAN 2004-2009 FOR THE AGENCY'S TEN (10) 5 REDEVELOPMENT PROJECT AREAS (CENTRAL CITY NORTH, 6 CENTRAL CITY WEST, STATE COLLEGE, SOUTHEAST INDUSTRIAL PARK, NORTHWEST, TRI-CITY, SOUTH VALLE, MT. VERNON 7 CORRIDOR, 40TH STREET, CENTRAL CITY PROJECTS MERGED — COMPRISED OF CENTRAL CITY EAST, CENTRAL CITY SOUTH, 8 MEADOWBROOK AND CENTRAL CITY PROJECTS) AND THE INLAND VALLEY DEVELOPMENT AGENCY ("IVDA") REDEVELOPMENT 9 PROJECT AREA(LOW-MODERATE INCOME HOUSING COMPONENT) 10 WHEREAS, the Community Development Commission of the City of San Bernardino (the 11 ,Commission") is the governing board of the Redevelopment Agency of the City of San 12 Bernardino (the "Agency");and 13 WHEREAS, the Agency is a public body, corporate and politic, organized and existing (450 14 pursuant to the constitution of the State of California; and 15 WHEREAS, the Agency, pursuant to Section 33490 of the California Community 16 Redevelopment Law ("CRL"), has previously approved a certain Implementation Plan (the "Plan") 17 and has prepared the "Midterm Review and Amendment, Five-Year Implementation Plan 2004- 18 2009" ("Midterm Review") for the Five-year period from 2004/2005 to 2008/2009 and the Five- 19 Year Implementation Plan for 40`h Street Redevelopment Project Area, attached hereto as Exhibit 20 "A" and incorporated herein by this reference, which encompasses each of the following 21 redevelopment project areas: Central City Projects, Central City North, Central City West, State 22 College, Industrial Park, Northwest, Tri-City, South Valle, 40`h Street, Mt. Vernon Corridor 23 (collectively, the "Project Areas"); also included is the Inland Valley Development Agency 24 IVDA" Redevelopment Project Area solely for the purpose of fulfilling the obligations of the 25 Agency for reporting all housing activities within said project area; and 26 WHEREAS, the Plan as initially adopted has been amended to include and adopt those new 27 programs and projects that have become known to the Agency since the date of the initial adoption `8 of the Plan; and 1 P-%Agendas\Resolutions\Resolutions\2007\12-17-07 Midterm Review CDC Reso A.doc I I WHEREAS, said public hearing was duly noticed and the notice was published pursuant to 2 Section 6063 of the Government Code once a week for three (3) consecutive weeks and posted in 3 at least four (4) permanent places within each of the Project Areas for a period of at least twenty- 4 one (21) days; and 5 WHEREAS, adoption of the Plan does not constitute an approval of any specific program, 6 project or expenditure and does not constitute a project within the meaning of Section 21000 of the 7 Public Resource Code requiring environmental documentation pursuant to Section 33490 of the 8 CRL, and is considered to be Statutorily Exempt under Section 15262 of the California 9 Environmental Quality Act ("CEQA") Guidelines. 10 NOW, THEREFORE, THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY 11 OF SAN BERNARDINO DOES HEREBY RESOLVE,DETERMINE AND ORDER,AS FOLLOWS: 12 Section 1. The Agency, having held a duly noticed public hearing in accordance with 13 Health and Safety Code Section 33490, hereby finds and determines that the Midterm Review, except 14 with respect to the Uptown Redevelopment Project Area has been prepared in accordance with the 15 CRL. 16 Section 2. The Commission hereby approves the Midterm Review attached hereto as 17 Exhibit "A," except as the same relates to the Uptown Redevelopment Project Area. 18 Section 3. The Commission deems that the Midterm Review is a status review document 19 specifying anticipated goals, objectives, programs, projects and estimated expenditures, and 20 proposed blighted conditions to be alleviated, and it is therefore, not a "project," requiring 21 environmental review in accordance with the provisions of the CEQA. 22 Section 4. The Resolution shall become effective immediately upon its adoption. 23 24 25 26 27 28 2 P.'Agendas`.Resolutions Rcsolut ions]007,12-17-07 Midtc=Review CDC Reso A doe I RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO ADOPTING THE REDEVELOPMENT 2 AGENCY OF THE CITY OF SAN BERNARDINO ("AGENCY") MIDTERM REVIEW AND AMENDMENT OF THE FIVE (5) YEAR 3 IMPLEMENTATION PLAN 2004-2009 FOR THE AGENCY'S TEN (10) 4 REDEVELOPMENT PROJECT AREAS (CENTRAL CITY NORTH, CENTRAL CITY WEST, STATE COLLEGE, SOUTHEAST INDUSTRIAL 5 PARK, NORTHWEST, TRI-CITY, SOUTH VALLE, MT. VERNON CORRIDOR, 40TH STREET, CENTRAL CITY PROJECTS MERGED — 6 COMPRISED OF CENTRAL CITY EAST, CENTRAL CITY SOUTH, MEADOWBROOK AND CENTRAL CITY PROJECTS) AND THE INLAND 7 VALLEY DEVELOPMENT AGENCY ("IVDA") REDEVELOPMENT 8 PROJECT AREA (LOW-MODERATE INCOME HOUSING COMPONENT) 9 I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Community 10 Development Commission of the City of San Bernardino at a meeting 11 thereof, held on the day of , 2007,by the following vote to wit: 12 Commission Members- Ayes Nays Abstain Absent 13 ESTRADA 14 BAXTER 15 BRINKER 16 DERRY 17 KELLEY 18 JOHNSON 19 MC CAMMACK 20 21 Secretary 22 The foregoing Resolution is hereby approved this day of , 2007. 23 24 Patrick J. Morris, Chairperson 25 Community Development Commission of the City of San Bernardino 26 Approved as to Form: 28 Agency Co sel 3 P`A¢ender''.Resolutions.Resolutions\2007\12-17-07 Midterm Review CDC Reso A doc i 1 RESOLUTION NO. COP r 2 RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF 3 THE CITY OF SAN BERNARDINO ADOPTING THE REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO ("AGENCY") MIDTERM 4 REVIEW AND AMENDMENT OF THE FIVE (5) YEAR IMPLEMENTATION PLAN 2004-2009 FOR THE AGENCY'S UPTOWN 5 REDEVELOPMENT PROJECT AREA 6 7 WHEREAS, the Community Development Commission of the City of San Bernardino (the 8 "Commission") is the governing board of the Redevelopment Agency of the City of San 9 Bernardino (the "Agency"); and 10 WHEREAS, the Agency is a public body, corporate and politic, organized and existing 11 pursuant to the constitution of the State of California; and 12 WHEREAS, the Agency, pursuant to Section 33490 of the California Community 13 Redevelopment Law ("CRL"), has previously approved a certain Implementation Plan (the "Plan") 14 and has prepared the "Midterm Review and Amendment, Five-Year Implementation Plan 2004- 15 2009" ("Midterm Review") for the Five-year period from 2004/2005 to 2008/2009, which 16 encompasses the Uptown Redevelopment Project Area (the "Project Area"); and 17 WHEREAS, the Plan as initially adopted has been amended to include and adopt those new 18 programs and projects that have become known to the Agency since the date of the initial adoption 19 of the Plan; and 20 WHEREAS, said public hearing was duly noticed and the notice was published pursuant to 21 Section 6063 of the Government Code once a week for three (3) consecutive weeks and posted in at 22 least four (4) permanent places within each of the Project Areas for a period of at least twenty-one 23 (21) days; and 24 WHEREAS, adoption of the Plan does not constitute an approval of any specific program, 25 project or expenditure and does not constitute a project within the meaning of Section 21000 of the 26 Public Resource Code requiring environmental documentation pursuant to Section 33490 of the 27 CRL, and is considered to be Statutorily Exempt under Section 15262 of the California 28 Environmental Quality Act ("CEQA") Guidelines. 1 P':Agendas`.Resolutions Resolutions`:_OOT.12-17-07 Midterm Review CDC Reso B doc I NOW, THEREFORE, THE COMMUMTY DEVELOPMENT COMMISSION OF THE CITY 2 OF SAN BERNARDINO DOES HEREBY RESOLVE,DETERMINE AND ORDER,AS FOLLOWS: 3 Section 1. The Agency, having held a duly noticed public hearing in accordance with 4 Health and Safety Code Section 33490, hereby finds and determines that the Midterm Review has been 5 prepared in accordance with the CRL with respect to the Project Area. 6 Section 2. The Commission hereby approves the Midterm Review attached hereto as 7 Exhibit "A," as the same relates to the Project Area. 8 Section 3. The Commission deems that the Midterm Review is a status review document 9 specifying anticipated goals, objectives, programs, projects and estimated expenditures, and 10 proposed blighted conditions to be alleviated, and it is therefore, not a "project," requiring 11 environmental review in accordance with the provisions of the CEQA. 12 Section 4. The Resolution shall become effective immediately upon its adoption. 13 14 co 15 16 17 18 19 20 21 22 23 24 25 26 27 28 2 P':Agendas`Resolutions.Resolutions'J007,12-17-07 Midterm Review CDC Reso B doc I RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO ADOPTING THE REDEVELOPMENT 2 AGENCY OF THE CITY OF SAN BERNARDINO ("AGENCY") MIDTERM 3 REVIEW AND AMENDMENT OF THE FIVE (5) YEAR IMPLEMENTATION PLAN 2004-2009 FOR THE AGENCY'S UPTOWN 4 REDEVELOPMENT PROJECT AREA 5 I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Community 6 Development Commission of the City of San Bernardino at a meeting 7 thereof, held on the day of , 2007, by the following vote to wit: 8 Commission Members- Ayes Nays Abstain Absent 9 ESTRADA 10 BAXTER 11 BRINKER 12 DERRY 13 KELLEY 14 JOHNSON 15 MC CAMMACK 16 17 Secretary 18 The foregoing Resolution is hereby approved this day of 12007. 19 20 Patrick J. Morris, Chairperson Community Development Commission 21 of the City of San Bernardino 22 Approved as to Form: 23 (7— By: 24 Agency Co sel 25 26 27 28 i 3 P'.Agendas Resolutions'.Resolutions\200T.12-17-07 Midterm Review CDC Reso B doc EXHIBIT "A" - DRAFT - MIDTERM REVIEW AND AMENDMENT of the Five-Year Implementation Plan 2004-2009 San Bernardino Redevelopment Project Areas and Inland Valley Development Agency Redevelopment Project Area (Low to Moderate Income Housing Component) Prepared for: Redevelopment Agency of the City of San Bernardino 201 North "E" Street, Suite 301 San Bernardino, CA 92401 (909) 663-1044 Date of Public Hearing December 17, 2007 Redevelopment Agency of the City of San Bernardino Midterm Review&Amendment of the Five-Year Implementation Dec 2007(Plan 2004-2009) TABLE OF CONTENTS SECTION PAGE A. Purpose of the Midterm Review .........................................................................................................1 B. Midterm Review Coverage Area.........................................................................................................1 C. Midterm Review Amendments............................................................................................................1 D. Redevelopment Project Areas Map ....................................................................................................2 SECTION 1 —CENTRAL CITY PROJECTS (Central City East, Central City South, Meadowbrook) Midterm Status Table for Existing Obligations, Projects, and Programs.........................................S1-1 Amendment Table for New Commercial Development Projects and Programs..............................S1-7 Amendment Table for New Housing Development Projects and Programs...................................S1-10 SECTION 2—CENTRAL CITY NORTH Midterm Status Table for Existing Obligations, Projects, and Programs.........................................S2-1 Amendment Table for New Commercial Development Projects and Programs..............................S2-8 Amendment Table for New Housing Development Projects............................................................S2-9 SECTION 3—CENTRAL CITY WEST Midterm Status Table for Existing Obligations, Projects, and Programs .........................................S3-1 Amendment Table for New Commercial Development Projects and Programs ..............................S3-3 Amendment Table for New Housing Development Projects and Programs.....................................S3-3 SECTION 4—STATE COLLEGE Midterm Status Table for Existing Obligations, Projects, and Programs.........................................S4-1 Amendment Table for New Commercial Development Projects and Programs..............................S4-6 Amendment Table for New Housing Development Projects and Programs.....................................S4-6 SECTION 5—SOUTHEAST INDUSTRIAL PARK Midterm Status Table for Existing Obligations,Projects, and Programs.........................................S5-1 Amendment Table for New Commercial Development Projects and Programs ..............................S5-4 Amendment Table for New Housing Development Projects and Programs.....................................S5-5 SECTION 6—NORTHWEST Midterm Status Table for Existing Obligations, Projects, and Programs.........................................S6-1 Amendment Table for New Commercial Development Projects and Programs ..............................S6-5 Amendment Table for New Housing Development Projects and Programs.....................................S6-6 SECTION 7—TRI-CITY Midterm Status Table for Existing Obligations,Projects, and Programs .........................................S7-1 Amendment Table for New Commercial Development Projects and Programs ..............................S7-4 Amendment Table for New Housing Development Projects and Programs.....................................S7-4 Redevelopment Agency of the City of San Bernardino Midterm Review&Amendment of the Five-Year Implementation Dec 2007(Plan 2004-2009) SECTION 8—SOUTH VALLE Midterm Status Table for Existing Obligations, Projects, and Programs.........................................S8-1 Amendment Table for New Commercial Development Projects and Programs ..............................S84 Amendment Table for New Housing Development Projects and Programs.....................................S84 SECTION 9—UPTOWN Midterm Status Table for Existing Obligations, Projects, and Programs.........................................S9-1 Amendment Table for New Commercial Development Projects and Programs ..............................S9-6 Amendment Table for New Housing Development Projects and Programs.....................................S9-6 SECTION 10—MT. VERNON CORRIDOR Midterm Status Table for Existing Obligations, Projects, and Programs.......................................S10-1 Amendment Table for New Commercial Development Projects and Programs ............................S10-5 Amendment Table for New Housing Development Projects and Programs...................................S10-5 SECTION 11 —40TH STREET Midterm Status Table for Existing Obligations, Projects, and Programs.......................................S11-1 Amendment Table for New Commercial Development Projects and Programs ............................S11-3 Amendment Table for New Housing Development Projects and Programs...................................S114 SECTION 12—INLAND VALLEY DEVELOPMENT AGENCY REDEVELOPMENT PROJECT Midterm Status Table for Existing Obligations, Projects, and Programs.......................................S12-1 Amendment Table for New Housing Development Projects and Programs...................................S12-1 SECTION 13—HOUSING Housing ..........................................................................................................................................S13-1 InclusionaryHousing......................................................................................................................S13-1 ReplacementHousing.....................................................................................................................S13-3 HousingFund Obligations..............................................................................................................S13-4 Affordable Housing Programs........................................................................................................S13-4 Affordable Housing Accomplishments...........................................................................................S13-6 E. Midterm Review Process Conclusion .........................................................................................S13-9 Redevelopment Agency of the City of San Bernardino Midterm Review&Amendment of the Five-Year Implementation Dec 2007(Plan 2004-2009) MIDTERM REVIEW AND AMENDMENT of the FIVE-YEAR IMPLEMENATION PLAN 2004-2009 A. Purpose of the Midterm Review: The purpose of the Midterm Review ("Review") of the Redevelopment Agency of the City of San Bernardino ("Agency") Five-Year Implementation Plan 2004-2009 ("Plan") is to provide a review of the status of the programs and projects that were approved by the Community Development Commission of the City of San Bernardino ("Commission") in December 2004 and the Housing Compliance Plan ("Housing Plan") approved in January 2007 that cover the same 2004-2009 period. In addition, the Review is an opportunity to adopt any new programs or projects since the adoption of the original Plan. This Review is required by the provisions of AB 1290, and must be completed prior to December 31, 2007, the end of the third year of the Plan. The Review does not attempt to review the history of each project from the time of adoption, but focuses on the progress and status of the Agency's programs and projects relative to the objectives of each redevelopment plan. B. Midterm Review Coverage Area: The Review will cover the Agency's ten(10) redevelopment project areas as part of the original plan which includes State College, Central City North, Central City West, Southeast Industrial Park, Northwest, Tri- City, South Valle, Uptown, Mt. Vernon Corridor, and Central City Projects Merged which is comprised of the Central City East, Central City South, Meadowbrook, and Central City Projects. In addition, the Review will include the Review of the 40t1i Street Redevelopment Plan adopted in 2000 and the Agency's housing responsibilities and activities citywide and all of the housing activities conducted within the City boundaries of the Inland Valley Development Agency("IVDA")Redevelopment Project Area. C. Midterm Review Amendments: The Review will provide the opportunity to amend the original Plan and add any new programs or projects since the adoption of the original Plan. The two significant events that have occurred since the adoption of the original plan in 2004 was the adoption of the 401h Street Redevelopment Plan in 2000 and the IVDA authorization for the Agency to reform and complete the IVDA's low to moderate income housing responsibilities in return for IVDA's 20% low- to moderate-income housing set-aside tax increment revenues on an annual basis. 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U rA ~ '� tz 'C7 b W O o ct o ; �i 00 ° m y gz E > a a L6 o o w ¢ R t U rr ll b > V bq w w G W x A O ti ca d c W W A w �, H •� a 3 �3 �, a ay0i a z cn W d � u a a n a a n > 3 c A W x ca CIS w � za v H W r-a c 0D ro G 0 Q0.lcn > aW ►�-'� W o o Q w ai �° o Q W E a > > m CD U i W 9 C x a R c a N v HCa dH �1 z cL L E cl O vi 4. OL -p p y O N N '_ v L Ere i e 3 'o 0 O OD a0i v G :E G O _L Uo fd G7 L L 0 D a 15 o Un x o.o L v E ' W 6 c G W v H = ¢ N E L ca Fil C E O c e � z c W a m o rh O E '_ o Q W U O D W W c s v o C7 C W O A A ° o mac,'-. •� z � o Gi. oo Y o v v d W > a _ � s 0 > z w y L s- u 0 e � a v m 0 v U � v s O L C E C u 4J G R � M O � c O o v v N � HOUSING This section of the City of San Bernardino's Redevelopment Project Implementation Plan Review provides a summary of progress and provides an update on the Agency's housing activities over the last two and one-half years ending June 30, 2007. The Review of the Housing Component will address the Agency's progress in meeting the following goals as described in the FY 2004/2005 Implementation Plan. • To account for the number of affordable dwelling units, either constructed or substantially rehabilitated, in the Project Areas since adoption; • To forecast the estimated number of dwelling units to be privately developed or substantially rehabilitated between fiscal years 2004-2005 and 2013-2014 and over the duration of the constituent Redevelopment Plan; • To forecast the estimated number of dwelling units to be developed or substantially rehabilitated by the Agency between fiscal years 2004-2005 and 2013-2014; To project the availability of Agency revenue for funding affordable housing production; • To identify implementation policies/programs and potential sites for affordable housing development; • To establish a timeline for implementing this Housing Compliance Plan to ensure that the requirements of Community Redevelopment Law(CRL) Section 33413 are met during the ten-year period between fiscal years 2004-2005 and 2013-2014; and • To review the consistency of Agency affordable housing goals, objectives, and programs pursuant to the City's Housing Element. INCLUSIONARY HOUSING Redevelopment Law mandates that fifteen percent (15%) of all non-Agency developed housing (or thirty percent (30%) for Agency-developed housing) within a Redevelopment Project Area be affordable to low- and moderate-income households, forty percent (40%) (or fifty percent (50%) for Agency developed projects) must be affordable to very low-income households. During this reporting period, FY 2005/2006 through FY 2006/2007, the total number of new housing construction in the Project Areas and the IVDA are as follows: Northwest Project Area, twelve (12) units; Uptown, seven (7) units; Mt. Vernon, eleven (11) units; 401h Street, twelve (12) units; IVDA, eighty-three (83) units. It should be noted that the Tri-City and South Valle project areas produced no new construction or substantially rehabilitated units. Table 1 provides the total of rehabilitated or constructed units in all Agency Project Areas including IVDA, with inclusionary and replacement requirements pursuant to the CRL until build-out. Table 1 also summarizes the number of affordable income units required. Redevelopment Agency o f t he City of San Bernardino Midterm Review&Amendment of the Five-Year Implementation Dec 2007—(Plan 2004-2009) Section I3-I TABLE 1 Total#of VL Units L&M Units Very Low, Required Required Summary of Units Developed/ Number of Low& Over Over Life of Rehabilitate Units Moderate Life of Plan All Project Areas Including IVDA d Produced Units Plan Required (15%) (40%) (60%) Units Built Prior to 06/30/2001 750 113 46 67 Units Built/Substantially Rehabilitated 2001/2002 thru 2003/2004 106 16 7 9 Units Built/Substantially Rehabilitated 2004/2005 thru 2013/2014 1220 183 74 109 To be Built/Provided Over Remaining Project Term Private/15% 641 97 39 58 Total Unit Production for All Project Areas Over Term of Plans 2717 409 166 243 Table 2 below depicts the total number of deed restricted inclusionary units produced though June 30, 2007. Since 1994, the Agency has produced a total of 1,135 affordable inclusionary units, of which twenty-nine (29) units were produced during this Midterm reporting period (2005/2006 through 2006/2007). Table 2 Inclusionary Housing Production #Units Very Low #Units Low #of Mod Units Total#of Units W/CCR's Total Credited Total Credited Total Credited Total Credited 1994 1 1 9 9 13 13 23 23 1995/1996 1 1 21 21 29 29 51 51 1997 6 6 3 3 1 1 10 10 1998 11 11 11 11 1 1 23 23 1999 8 8 29 29 1 1 38 38 2000 104 104 61 61 15 15 180 180 2001 21.5 21.5 47 47 18 18 86.5 86.5 2002 242 242 77 77 44.5 44.5 363.5 363.5 2003 3 3 14 14 14 14 31 31 2003/2004 225 225 4 4 2 2 231 231 2004/2005 36 36 33 33 0 0 69 69 2005/2006 11 11 10 10 3 3 24 24 2006/2007 1 0 0 0 0 5 5 5 5 LELI 670 670 319 319 147 147 1135 1135 Redevelopment Agency of the City of San Bernardino Midterm Review&Amendment of the Five-Year implementation Dec 2007—(Plan 2004-2009) Section 13-2 Table 3 reflects the Agency's reconciliation of affordable inclusionary housing units. The total number of new construction in each project area, including the IVDA, until build out is 2,717. Of the 2,717 newly constructed or substantially rehabilitated units, the Agency is required to produce 408 inclusionary units (fifteen percent (15%) requirement). The Agency has produced a total of 1,135 inclusionary units. Table 3 Units to be Produced in Project Areas Units with Inclusionary Requirement Total Number of Units to be Produced in All Project Areas to Build-Out 2717 State Inclusionary Requirement for All Project Areas to Build-Out(15%) 408 Agency Actual Production of Inclusionary Units. 1135 Surplus/(Deficit)of Required Inclusionary Units 727 The Agency is in compliance and has met its inclusionary housing obligation with a surplus of 727 units. REPLACEMENT HOUSING When low- or moderate-income housing units are destroyed or taken out of the housing market as part of an Agency project, the Agency must replace those units. The replacement units must be new or newly rehabilitated low- and moderate-income units provided within four years of the destruction or removal. All the replacement units must be affordable to persons and households of low and moderate-income. Table 4 Summary of Dwelling Units to be or Proposed to be Demolished Directly or Indirectly by Agency Time Number of Affordable Units Units Demolished Period Very Low Units Low Units Moderate Units 1994/1998 101 93 8 0 1999/2004 252 162 68 22 2005/2014 57 24 31 2 Totals 1 410 1 279 107 24 Table 5 Summary of Inventory of Replacement Housing Replacement Number of Affordable Units Time Period Units Very Low Low Moderate 1994/1998 220 89 73 58 1999/2004 906 665 121 120 2005/2007 21 1 6 14 Totals 1147 755 200 192 Redevelopment Agency of the City of San Bernardino Midterm Review&Amendment of the Five-Year Implementation Dec 2007—(Plan 2004-2009) Section 13-3 HOUSING FUND OBLIGATION The CRL requires that twenty percent (20%) of the Agency's Tax Increment to go towards increasing, improving and preserving the community's supply of low- and moderate-income housing. Table 7 (Attached) presents staff's forecast of Housing Fund revenues and debt service for this Review. Table 7 also identifies estimated amounts of available Housing Fund dollars to be deposited into the Housing Fund for a ten (10)-year period. AFFORDABLE HOUSING PROGRAMS The Agency has undertaken the following activities in order to meet the long-term affordable housing needs for all project areas and the community. The accomplishments listed below are for the period beginning December 2004 through June 30, 2007. Homebuyer Assistance Program The Agency's Homebuyer Assistance Program (HAP) assists income eligible households with up to twenty percent (20%) of the purchase price to go towards down payment assistance and/or pay a portion of closing costs. The HAP Program has assisted fifty-eight (58) households with down payment assistance. California State University Professor's Homebuyer Assistance Program The Agency's California State University Professor's Homebuyer Assistance Program (CSUSB HAP) was specifically tailored for full-time tenure track faculty wishing to purchase a home in San Bernardino. The CSUSB HAP will provide up to twenty percent (20%) not to exceed $70,000 in down payment assistance. The CSUSB HAP Program has assisted one (1) full-time tenure track faculty member relocating to the City of San Bernardino to purchase a home. Mobilehome Grant Repair Program The Mobilehome Grant Repair Program (MHG) provides grants up to $5,000 to income eligible mobilehome owners for minor home repairs and improvements. The MHG Program has assisted twenty-nine(29)mobilehome owners. Single Family Beautification/Rehabilitation Loan/Grant Program The Single-Family Exterior Beautification Grant Program assists homeowners who are occupying their dwellings and whose incomes do not exceed one hundred twenty percent (120%) of median income. The "grant" up to $10,000 is for exterior improvements to their Property. Property owners are required to attend a "Preventative Maintenance" class conducted by one of the City's local non-profit partners, Neighborhood Housing Services of the Inland Empire (NHSIE). A total of 507 households benefited from the Beautification Program. Redevelopment Agency of the City of San Bernardino Midterm Review&Amendment of the Five-Year Implementation Dec 2007—(Plan 2004-2009) Section 13-4 Homebuyer Education The Agency contracts with Neighborhood Housing Services of the Inland Empire (NHSIE) to provide financial counseling and homebuyer education to low- and moderate-income households embarking on the purchase of a home. The homebuyer component teaches participating families about basic household budgeting, household maintenance, saving for major repairs and the importance of the upkeep of the family home. The City will continue to implement and market programs designed to promote homeownership opportunities. The goal of this effort will be to continue to promote long-term homeownership opportunities, thereby stabilizing neighborhoods and improving low-income communities. NHSIE has provided homebuyer education to 1,542 families. NIP Program The Neighborhood Revitalization Program is an anti-blight, strategy program designed to improve neighborhoods experiencing severe deterioration. The NIP Program has assisted 366 households in beautifying the exteriors of their homes. Oldtimer's Foundation The Old Timers Foundation, a local non-profit corporation, performs minor and emergency repairs to low-income homeowners (eighty percent (80%) and below median income). The repairs do not exceed $1,000 per house. Eligibility requirements require that the applicant be a senior age 60, disabled, handicapped, or a recipient of SSI. Old Timer's has assisted one hundred sixty-two (162)homeowners with repairs such as plumbing, replacing doors, screens, and window glass; and minor electrical repairs. Utility Rebate Program The Utility Rebate Program assists San Bernardino City households that are at fifty percent (50%) of Area Median Income (AMI) with utility payments. The Utility Rebate Program has assisted six hundred two (602) families and/or individuals. San Bernardino City Housing Authority The San Bernardino City Housing Authority was created in order to facilitate blight removal and the development of affordable housing outside redevelopment project areas. Redevelopment Agency of the City of San Bernardino Midterm Review&Amendment of the Five-Year Implementation Dec 2007—(Plan 2004-2009) Section 13-5 AFFORDABLE HOUSING ACCOMPLISHMENTS Meadowbrook Homes - Phase I ANR Industries purchased twenty-three (23) parcels on Sierra Way, Rialto Avenue, Allen, King and 2nd Streets. This area was severely distressed and was comprised of older residential homes, many of which had not been maintained, were boarded up, abandoned or under-utilized vacant parcels collecting debris and trash. ANR constructed twenty-three (23) new single-story and two- story detached homes ranging in square footage from 1,400 to 1,700 square feet. Of the twenty- three units (23), ten (10) units were made available to low- and moderate-income households. Meadowbrook Homes— Phase IA The Agency and the City of San Bernardino Housing Authority (the "Authority") entered into a cooperation agreement to acquire eight (8) parcels of land located in the Meadowbrook Neighborhood. The lots included two (2) vacant parcels, one (1) previously occupied rental unit, and five (5) vacant rental units. The purchase of the parcels was to expand the supply of new single-family homes available at affordable prices to Moderate-Income families. ANR Industries purchased the eight (8) Lots from the Agency and constructed eight (8) new single-family residences similar in size, and design as those built in Phase I. Six (6) of the new homes were set- aside for low- to moderate-income households. Creative Housing Solutions Creative Housing Solutions, Inc. (CHS), a nonprofit housing developer, through a grant constructed sixteen (16) new in-fill single-family homes within the Old Towne Target Area. Two (2) of the units were restricted for low-income households TELACU Senior Housing— Sierra Vista TELACU is a nonprofit community development corporation founded in the late 1960s to promote community and economic development activity. TELACU has developed senior housing throughout many communities. The Sierra Vista Project is located at 602-666 West 61h Street and consists of a seventy-five (75)-unit, three-story senior citizen housing complex with a community center. The Project will include a common multi-purpose room, kitchen, library, laundry room, storage space, an attractive lobby/foyer and offices. Seventy-four (74) of the units will have one (1) bedroom with a living room, kitchen, and bathroom containing approximately 540 square feet. Seventy-four(74) of the units will be set-aside for low -income seniors. TELACU Senior Housing—Monte Vista The Monte Vista Senior Housing project is located at 4th and H Streets. The project was completed in December 2004 and contains a common multi-purpose kitchen, library, laundry room, storage space, an attractive lobby/foyer and offices. Seventy-four (74) of the units will be one (1) bedroom with a living room, kitchen, and bathroom containing approximately 540 square feet and set-aside for low-income seniors. Redevelopment Agency of the City of San Bernardino Midterm Review&Amendment of the Five-Year Implementation Dec 2007—(Plan 2004-2009) Section 13-6 TELACU Senior Housing— Buena Vista The Buena Vista Senior Housing Project, located on Commercial Road, consists of a seventy-five (75)-unit, three-story senior citizen housing complex with a community center. The Project contains a common multi-purpose kitchen, library, laundry room, storage space, an attractive lobby/foyer and offices. Seventy-four (74) of the units will be one (1) bedroom with a living room, kitchen, and bathroom containing approximately 540 square feet and set-aside for low- income seniors. Habitat for Humanity Habitat for Humanity, San Bernardino Area, Inc., developed two (2) single-family homes on two (2) lots they own on 19th Street. The homes were sold to low-income (fifty percent (50%) of area median income), pre-qualified families at cost, with no interest. Senior Housing Advocates, Inc. Senior Housing Advocate Corporation, a California non-profit corporation, constructed a three (3) bedroom, two (2) bath, and two (2) car garage single-family home of approximately 1,300 square feet at 194 East 1 lth Street. The New Home was sold to a qualified low-income buyer (income of not more than eighty(80%) of the area median income). Frazee Transitional Housing Program The Agency assisted Frazee Community Center in the acquisition of fourteen (14) affordable rental units to relocate residents occupying rental units in the Arden-Guthrie area. Under Frazee's transitional program, the families are allowed to stay in the program for up to a six (6)-month period while they are working and saving money before moving on to permanent housing. 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'5 F .N m N 8 a c m o 'o x c £ £ m o m m m FD o p°p Q Z o > N w ` m `° g N a a` m y c o f 3 c o 0 0 o c u 2 N m J J m J w Q Q Q m N y m .@ 2 m S O C O C C7 U U'� j J U Q d C N K LL 2 N fn (n N i0 O d Q Q Q g E L u 3 m c c c Q a m O d oo O O m m 0 W m 10 m = _ .� Z w y m m o rn N p m ° V v o v t H a m • 1- ? c N F- F- O O t- Z J 2 ir D Z O Z t4 Q m J U• an d U O O U Q Q Q` O F- o C. Mid-Term Review Conclusion: The Redevelopment Agency of the City of San Bernardino ("Agency") has accomplished significant commercial and housing projects and activities in the City's Redevelopment project areas as well as in the IVDA project area over the initial two and one-half(2-1/2) year of the Implementation Plan period. The Agency's activities represent a strategy that leverages the Agency's investment in the community that will, in turn, increase future tax increment revenues for future revitalization projects as well as increasing the jobs base and other tax revenues for the City. In addition, the Agency's projects and programs are meant to achieve a higher strategy of positioning the Agency to achieve many of the City's General Plan, Capital Improvements Program, and Specific Plan goals and objectives. During the final two (2) years of the Implementation Plan period, the Agency will continue to work towards the completion of stated projects. The Agency continues to exceed its housing production obligation as required under the CRL and will continue to utilize both non-housing and housing funds towards the creation and preservation of affordable housing as well as eliminating substandard and blighted housing conditions. The Agency is in compliance with the reporting requirements of AB1290 for both the Five-Year and Housing Implementation Plans. The Review identifies the Agency's achievements and success in meeting many of its goals and objectives, as well as chart a course to continue its mission. The Agency will have sufficient financial resources and opportunities to implement the identified programs to further achieve its goals and objectives, and to meet its housing obligations. If necessary, the Implementation Plan can be amended at any time to include a new project, and the Agency's annual budget can be modified to meet future budgetary needs and new program goals. Redevelopment Agency of the City of San Bernardino Midterm Review&Amendment of the Five-Year Implementation Dec 2007—(Plan 2004-2009) Section 13-9 2004/05-2008/09 FIVE-YEAR IMPLEMENTATION PLAN (December 2004 through December 2009) Prepared By The Redevelopment Agency of the City of San Bernardino 201 North "E" Street, Suite 301 San Bernardino, CA 92401 (909) 663-1044 www.sanbernardino-eda.org December 10, 2004 Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 TABLE OF CONTENTS SECTION PAGE A. Introduction and Purpose of the Five-Year Implementation Plan ...................................1 B. Redevelopment Agency of the City of San Bernardino and Blighted Conditions ..................1 C. Goals/Objectives of the Redevelopment Agency of the City of San Bernardino....................2 D. Agency Five-Year Implementation Plan for its Redevelopment Project Areas ..........................4 Redevelopment Project Areas Map...........:..................................................................................5 SECTION 1 —CENTRAL CITY PROJECTS ProjectArea Map........................................................................................................................ 10 Background Adoption and Amendments Table......................................................................... 11 AcreTable ................................................................................................................................ 11 GeneralDescription.................................................................................................................... 12 CurrentConditions..................................................................................................................... 12 Projected Assessed Property Values Table................................................................................ 12 Projected Net Tax Increment Table............................................................................................ 13 Existing Obligations and New Projects Table............................................................................ 13 SECTION 2—CENTRAL CITY NORTH ProjectArea Map........................................................................................................................ 17 Background Adoption and Amendments And Table................................................................. 18 AcreTable ................................................................................................................................ 18 GeneralDescription.................................................................................................................... 18 CurrentConditions..................................................................................................................... 19 Projected Assessed Property Values Table................................................................................ 19 Projected Net Tax Increment Table............................................................................................ 19 Existing Obligations and New Projects Table............................................................................20 SECTION 3—CENTRAL CITY WEST ProjectArea Map........................................................................................................................ 25 Background Adoption and Amendments Table......................................................................... 26 AcreTable ................................................................................................................................26 GeneralDescription.................................................................................................................... 26 CurrentConditions..................................................................................................................... 26 Projected Assessed Property Values Table................................................................................27 Projected Net Tax Increment Table............................................................................................27 Existing Obligations and New Projects Table............................................................................ 27 SECTION 4—STATE COLLEGE ProjectArea Map........................................................................................................................ 30 Background Adoption and Amendments Table......................................................................... 31 AcreTable ................................................................................................................................ 31 GeneralDescription.................................................................................................................... 31 CurrentConditions..................................................................................................................... 31 Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 Projected Assessed Property Values Table................................................................................ 32 Projected Net Tax Increment Table............................................................................................ 32 Existing Obligations and New Projects Table............................................................................33 SECTION 5—SOUTHEAST INDUSTRIAL PARK ProjectArea Map........................................................................................................................ 37 Background Adoption and Amendments Table......................................................................... 38 AcreTable ................................................................................................................................ 38 GeneralDescription.................................................................................................................... 38 CurrentConditions..................................................................................................................... 38 Projected Assessed Property Values Table................................................................................ 39 Projected Net Tax Increment Table............................................................................................ 39 Existing Obligations and New Projects Table............................................................................40 SECTION 6—NORTHWEST ProjectArea Map........................................................................................................................42 Background Adoption and Amendments Table.........................................................................43 AcreTable ................................................................................................................................43 GeneralDescription.................................................................................................................... 43 CurrentConditions.....................................................................................................................44 Projected Assessed Property Values Table................................................................................44 Projected Net Tax Increment Table............................................................................................44 Existing Obligations and New Projects Table............................................................................45 SECTION 7—TRI-CITY ProjectArea Map........................................................................................................................48 Background Adoption and Amendments Table......................................................................... 49 AcreTable ................................................................................................................................49 GeneralDescription....................................................................................................................49 CurrentConditions.....................................................................................................................49 Projected Assessed Property Values Table................................................................................ 50 Projected Net Tax Increment Table............................................................................................ 50 Existing Obligations and New Projects Table............................................................................ 51 SECTION 8—SOUTH VALLE ProjectArea Map........................................................................................................................ 54 Background Adoption and Amendments Table......................................................................... 55 AcreTable ................................................................................................................................ 55 GeneralDescription....................................................................................................................55 CurrentConditions..................................................................................................................... 55 Projected Assessed Property Values Table................................................................................ 56 Projected Net Tax Increment Table............................................................................................ 56 Existing Obligations and New Projects Table............................................................................ 57 SECTION 9—UPTOWN ProjectArea Map........................................................................................................................ 59 Background Adoption and Amendments Table......................................................................... 60 AcreTable ................................................................................................................................ 60 GeneralDescription.................................................................................................................... 60 CurrentConditions..................................................................................................................... 60 Projected Assessed Property Values Table................................................................................ 61 Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 Projected Net Tax Increment Table............................................................................................ 61 Existing Obligations and New Projects Table............................................................................ 62 SECTION 10—MT.VERNON CORRIDOR ProjectArea Map........................................................................................................................ 65 Background Adoption and Amendments Table......................................................................... 66 AcreTable ................................................................................................................................ 66 GeneralDescription.................................................................................................................... 66 CurrentConditions..................................................................................................................... 66 Projected Assessed Property Values Table................................................................................67 Projected Net Tax Increment Table............................................................................................67 Existing Obligations and New Projects Table............................................................................ 68 E. Conclusion/Implementation Plan Adoption Process and Mid-Term Review Process ............... 71 Redevelopment Agency of the City of San Bernardino Five-Year Implementation:Plan—December 2004-2009 20004/05-2008/09 FIVE-YEAR IMPLEMENTATION PLAN A. Introduction and Purpose of the Five-Year Implementation Plan: The California Community Redevelopment Law (CRL) Reform Act of 1993, Section 33490 of the Health and Safety Code requires each redevelopment agency to adopt an Implementation Plan ("Implementation Plan") every five (5) years for each redevelopment project area plan adopted prior to December 31, 1993. In accordance with the CRL, the Implementation Plan must contain the following: • An agency's goals and objectives for each project area; • Specific agency programs, including potential projects, and expenditures proposed to be made during the next five years; • An explanation of how the goals and objectives, programs, and expenditures will eliminate blight in each project area and implement the requirements of Section 33333.10, if applicable, and Sections 33334.2, 33334.4, and 33413, the housing component of the Implementation Plan ("Housing Plan"). The Housing Plan shall be adopted every five years either in conjunction with the housing element of the City or the Implementation Plan. An agency may adopt an Implementation Plan that includes more than one project area. Adoption of an Implementation plan does not constitute approval of any specific project, program or expenditure from the agency or community. The Implementation Plan does not constitute a project within the meaning of Section 21000 of the Public Resources Code. B. Redevelopment Ap_ency of the City of San Bernardino and Blighted Conditions: The Redevelopment Agency of the City of San Bernardino ("Agency") is a public body, corporate and politic of the State of California, organized and existing pursuant to the CRL (Part I of Division 24) commencing with Section 33000 of the Health and Safety Code of the State of California whose fundamental purpose is the elimination of blighted conditions. The CRL specifically defines Blighted Conditions as follows: • Unsafe/ Dilapidated/ Deteriorated Buildings • Physical Conditions that Limit the Economic Viability and Use of Lots/ Buildings • Incompatible Uses Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 1 • Property Lots of Irregular Shape, Inadequate Size, and Under Multiple Ownership • Inadequate Public Infrastructure/ Facilities • Depreciated/ Stagnant Property Values; Impaired Investments • High Business Turnovers and Vacancies/ Low Lease Rates/ Abandoned Buildings and Vacant Lots. • Lack of Neighborhood Commercial Facilities • Residential Overcrowding/Excess of Adult Businesses • High Crime Rates C. Goals/Objectives of the Redevelopment Agency of the City of San Bernardino: The Agency is responsible for the creation of redevelopment project areas and redevelopment plans to serve as an effective tool to revitalize areas plagued by the adverse blighted conditions noted above, including physical and economic conditions that act as barriers to new private and public investment. The following are goals and objectives of the Agency: • Eliminate blighting influences including deteriorating buildings, uneconomic land uses, obsolete structures, and other environmental, economic and social deficiencies; • Improve the appearance of existing buildings, streets, parking areas and other facilities; • To facilitate land assembly to prevent piecemeal development that would leave economic potential underachieved. • To provide a procedural and financial mechanism by which the Agency can assist, complement, and coordinate public and private development, redevelopment, revitalization and enhancement of the community. • To re-plan, redesign and develop underdeveloped areas that are stagnant or improperly utilized. • To encourage cooperation and participation of residents, businesspersons, public agencies and community organizations in revitalizing the area. • To encourage private sector investment in development of the project areas; Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 2 • Promote the economic well being of the area by strengthening and encouraging diversification of its commercial base; • Strengthen retail and other commercial functions in the project areas; • To provide adequate public improvements, public facilities, open spaces, and utilities that cannot be provided or remedied by private or governmental action without redevelopment. • To facilitate the construction, reconstruction of adequate streets and transportation facilities, curbs, gutters, streetlights, storm drains and other improvements necessary to correct existing deficiencies; • To make provision for housing as is required to satisfy the needs and desires of various age, income and ethnic groups of the community maximizing opportunity for individual choice; • To expand or improve the community's supply of low and moderate income housing. The Agency is a separate and distinct legal entity from the City of San Bernardino ("City") in which the Agency operates, and is afforded certain powers that the City does not possess. For example, CRL allows redevelopment agencies to generate funds through tax increment financing. When a redevelopment plan is adopted, the assessed value of all property within the redevelopment area is determined and is otherwise known as the "base assessed value." As assessed values increase within a project area, the property taxes collected on the increase over the base assessed value, typically known as the "tax increment," is channeled back into the project area to fund improvements and development projects or to pay back the Agency's investments in the area. CRL grants various powers to the Agency to address blight. While blight reduction is the legal basis for redevelopment, there are many City activities that overlap and therefore benefit from the use of redevelopment. Among other things: (a) redevelopment is an important tool for achieving the public's goals as laid out in the City's General Plan; (b) redevelopment is one of the best tools to foster economic development in the community; (c) redevelopment helps local governments revitalize their communities, encourage new development, create and retain jobs, and generate tax revenues at no additional cost to property owners, and (d) redevelopment directs funds to help improve and to finance public infrastructure in order to facilitate residential, commercial, and industrial developments, and other community goals and objectives. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 3 D. Auncy Five -Year Implementation Plan for its Redevelopment Project Areas: The Agency has ten (10) redevelopment project areas which were adopted prior to December 31, 1993, comprising approximately 8,000 acres throughout the City of San Bernardino. Each project area may vary in land use, but predominately contains similar land uses such as, vacant land, public, institutional, residential, commercial and industrial uses. The Agency's Redevelopment Project Areas, as listed below, are depicted on the Map on page 5 of this Plan and are described in detail on the pages that follow thereafter. 1. Central City Projects 6. Northwest 2. Central City North 7. Tri-City 3. Central City West 8. South Valle 4. State College 9. Uptown 5. Southeast Industrial Park 10. Mt. Vernon Corridor Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 4 REDEVELOPMENT PROJECT AREAS MAP o > c c U C� fir: Z W 00 U Uj. W CZ rF T -g J T � c _ 3< ' + I C. I S �"qL U •S � � � E � •E � Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 The Implementation Plan will address all ten (10) project areas and will serve as the Agency's general guide and potential blueprint for current and future programs, projects, and activities intended to eliminate blight within each of the redevelopment project areas. It is a general statement of"direction" rather than an "unalterable course of action". The Implementation Plan sets forth redevelopment activities for each project area anticipated to occur within the five-year time frame. It also incorporates current obligations, on-going programs, activities and financial commitments of the Agency in order to address the elimination of blight and programs to accomplish essential near-term revitalization efforts within the redevelopment project areas. The Implementation Plan may be amended, if necessary, to effectuate its purposes due to unforeseen issues and opportunities that are commonly encountered during the administration of the redevelopment plans and during the five-year period. Although redevelopment law requires that agencies also address activities and programs outlining how it will meet it's low and moderate income housing responsibilities ("Housing Compliance Plan"), the Agency has elected not to address the Housing Compliance Plan within the Five-Year Implementation Plan. The Agency's Housing Compliance Plan, adopted in 2001, will continue in effect until 2006. Hence, prior to expiration of the Housing Compliance Plan in 2006, the Agency will insure it adopts a new Housing Compliance plan for a new ten-year period. Over the years, the Agency has achieved major accomplishments to help eradicate blight and the many blighted conditions here to fore noted; however, a number of blighted conditions continue to plague the Agency's Project Areas. Thus, the Agency has established the goals and objectives previously referenced to pursue within the ten (10) Project Areas during the next five years and the Agency plans to continue its on-going programs noted below to assist in the achievement of such goals and objectives. These programs are intended to create new business opportunities; business retention and creation, community reinvestment and improvement, capital improvement and revitalization programs: • Disposition & Development Agreements, Owner Participation Agreements, and/or other agreements - The Agency will continue its program of providing developer assistance in the form of land assembly and acquisition, tenant relocation, demolition of dilapidated buildings, and the provision of on and off-site improvements; and encourage agreements for business retention and creation. • Micro-Enterprise Loan Program up to $25,000 - The Micro-Enterprise Loan is for individuals who plan to expand their business or start-up a new business in the City. The loan funds can be used for working capital, furniture, fixtures, tenant improvements, machinery and equipment. • Inland Empire Small Business Financial Development Corporation (IESBFDC) Loan Guarantee Program up to $350,000 - The Loan Guarantee Program assists small businesses via a form of loan guarantee intended to persuade private lenders to lend. These funds can be used for asset Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 6 purchases, purchase of existing businesses or establishing new businesses. Note: Subject to State Participation. • Grow San Bernardino Fund Loan Pro rg am up to $2.0 Million (SBA 7(a) Guarantee) - The Grow San Bernardino Fund provides loans to growing businesses or new start-up businesses. The loan funds can be used for the purchase of land, buildings, working capital, tenant improvements, machinery and equipment. • Small Business Administration 504 Loan Program up to $1.5 Million- The Small Business Administration 504 Loan is also for growing or new start-up business. The 504 loan funds can be used for the purchase of land, buildings, tenant improvement, machinery and equipment. • Industrial Development Bond Program up to $10 Million- The Industrial Development Bonds are for manufacturing companies seeking funds for land or building purchases, machinery and equipment. Note: Subject to State artici ation. P P • Business Utility Users Tax Rebate Program - The Utility Users Tax Rebate Program rewards new and expanding businesses that create jobs for City residents, increases sale tax revenues and/or increases property values by rebating a percentage of taxes paid on electrical, gas, video, and telephone communication services to the business. • EDAT — Economic Development Action Team ("EDAT") — Fast Tracking For Significant and Large Scale Developments - The EDAT team will assist businesses and housing developers in obtaining efficient and expedited plan check approvals and entitlements for projects that add a significant number of new jobs, increase tax revenue and provide affordable housing. • Small Business Liaison Program Problem Solving for Small Business - The Small Business Liaison Program provides staff assistance to developers encountering difficulties in dealing with the bureaucracy and can provide guidance through the development review and approval process. • Small Business Development Center (SBDC — Consulting Program) — Consultants from the SBDC offer a confidential one-on-one relationship, to provide guidance and expertise in such areas as: Business Planning (Business Plan), Expansion Strategies, Marketing, Loan Assistance, Accounting, etc. Business seminars on a variety of topics such as "Starting a Business" are also given on a regular basis free of charge. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 • BizNet — Assistance for High Growth Businesses Program - By utilizing information technology, specifically online and CD-Rom databases, to promote business expansion, revenue generation, and job-creation, the Agency offers a state of the art technique to assist businesses in understanding their customers and competitors . • Graffiti Removal/Demolition Programs - The Agency provides funding for the removal of graffiti and demolition of blighted and dilapidated structures throughout the City. • Resource Guide for Business — The Agency provides, free of charge, a manual to help local businesses facilitate their growth and prosperity by ensuring that they are aware of the many tools, services and programs available to them from a variety of local agencies, including the Agency. This includes city demographics, economic environment; employment and payroll information; industrial, office, and housing markets; taxable retail trade within the Inland Empire and the City. • Business Beat - The Agency, in concert with the San Bernardino Area Chamber of Commerce, has created Business Beat, an hour-long television program that spotlights city businesses. The show gives local businesses airtime on local television, an exposure and marketing opportunity, something businesses would normally not receive. The Agency's specific programs, potential projects and proposed activities will be presented for each redevelopment project area on the following pages. It is important to note that many of the Agency's financial obligations for the next five (5) years are pre-existing contractual obligations and must first be met prior to any new financial obligations. The Matrices shown in the tables that follow summarize the programs/projects, approximate cost of each activity to the Agency, project description and which blighting conditions will be alleviated. In light of the State's budget crisis, funds available for the Agency's projects and programs will be reduced by an ongoing shift of tax increment revenues in the form of mandated Educational Revenue Augmentation Funds ("ERAF") payments to the State. Based on the shifts recently approved by the State Legislature, it is likely that the Agency will have sufficient revenue to cover its share, but might lose the ability to do projects and programs on a cash basis for several years to come. At this time, it is known that the ERAF contribution was adopted in the State's budget at the $250 million level. Thus, the Agency's ERAF payment will be $1,828,023 in fiscal year 2004/2005 and approximately $2,000,000 for fiscal year 2005/2006. The following chart highlights the ERAF payments that have been made and are proposed to be made from available tax increment funds from each of the respective Project Areas: Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 8 ERAF SHIFTS TABLE Fiscal Year STATEWIDE ERAF SHIFT SAN BERNARDINO ERAF SHIFT Actual Actual Projected 2002/2003 $75,000,000 $622,600 2003/2004 $135,000,000 $1,052,749 2004/2005 $250,000,000 $1,828,023 2005/2006 $250,000,000 $2,000,000 Total $710,000,000 J $3,503,372 $2,000,000 The following provides information regarding the Agency's ten (10) Redevelopment Project Areas. Each Redevelopment Project Area is presented with the adoption information and any amendments; acreage information; general description; current conditions; projected five-year assessed values with five-year projections of net tax increment revenues available for redevelopment projects and or to pay for existing financial commitments or obligations. The Agency's Implementation Plan will be in effect from January 1, 2005 through December 31, 2009. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 9 CENTRAL CITY PROJECTS MFITM iTPEFT -_A 3 e�t i � SigEEt CENTRAL(ITT EAST _'� HS1REEr - ANE W MRDONROOVENTRALCITY sscoxo srgEEr ono s�qE E� glltrfi aVExuE �glall0 aVExuE b `_ S i 1 R CENTRAL CITY SOUTH CExiMElwFxuF �w. - CCS-1 COMMERCIAL GENERAL(CC South District) _ CCS-2 COMMERCIAL GENERAL(CCSoulh District) CG-1 COMMERCIAL OFFICE CH COMMERCIAL HEAVY a E_j 00-1 COMMERCIAL OFFICE 0 CO-2 COMMERCIAL OFFICE-CONVERSION ' NORTH CR-1 COMMERCIAL REGIONAL-MALLS �� F__ CR-2 COMMERCIAL REGIONAL-DOVMITOV I M! ,. .I IL INDUSTRIAL LIGHT PCR PUBLIC COMMUNITY RECREATION xr:E Sxow qoa° t PF PUBLIC FACILITY PFC PUBLIC FLOOD CONTROL E� PP PUBLIC PARK - �' •�•• - �-_,i RH RESIDENTIAL HIGH CENTRAL CITY SOUTH RMH RESIDENTIAL MEDIUM HIGH General Plan-Land Use Designations Revised:January 27.2004 Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan–December 2004-2009 10 BACKGROUND ADOPTION AND AMENDEMENTS TABLE The following Table provides information on important dates relating to Central City Projects. CENTRAL CITY PROJECTS Project Area Ordinance Date Project Last Date Last Date Time Limit To Receive Reference Adopted Expiration Incur Debt Eminent Domain Tax Incr./Pa Debt Meadowbrook 2233 07/21/1958 01/01/2009 01/01/2004 01/17/2014 01/01/2019 Central City 2649 02/23/1965 01/01/2009 01/01/2004 01/17/2014 01/01/2019 Central City South 3572 05/03/1976 05/03/2016 01/01/2004 10/18/2013 05/03/2026 Central City East 3571 1 05/03/1976 1 05/03/2016 01/01/2004 1 01/03/2014 1 05/03/2026 CENTRAL CITY PROJECTS AMENDMENTS Date Last Date Time Limit to Amendment Ordinance Project Adopted Effective Expiration Incur Eminent Receive Tax Debt Domain Inc/Pay Debt Central City Merged 07/21/1958 08/21/1958 05/03/2016 01/01/2004 05/03/2026 I'Amendment 3059 03/16/1970 04/17/1970 2`0 Amendment 3683 11/07/1977 12/09/1977 Merger MCC 3"'Amendment Sec 33470 1983 1983 Merger CCP 4'h Amendment M/CC MC 558-9 12/08/1986 01/08/1987 CC South MC-564 12/08/1986 01/08/1987 CC East MC-563 12/08/1986 01/08/1987 5'h Amendment M/CC MC-723 04/02/1990 05/02/1990 CC South MC-724 04/02/1990 05/02/1990 CC East MC-721 04/02/1990 05/02/1990 6" Amendment Central City MC-916 12/20/1994 01/19/1995 Meadowbrook MC-917 12/20/1994 01/19/1995 CC South MC-919 12/20/1994 01/19/1995 CC East MC-918 12/20/1994 01/19/1995 7"Amendment M/CC MC-1113 12/17/2001 01/17/2002 01/17/2004 CC South MC-1104 09/17/2001 10/18/2001 10/18/2013 CC East MC-1112 12/03/2001 01/03/2002 01/03/2014 CC Projects Merged Meadowbrook 2233 0721/1958 08/21/1958 01/01/2009 01/01/2004 01/17/2014 01/01/2019 Central City 2649 02/23/1965 03/27/1965 01/01/2009 01/01/2004 01/17/2014 01/01/2019 Central City South 3572 05/03/1976 06/04/1976 05/03/2016 01/01/2004 10/18/2013 05/03/2026 Central City East 1 3571 1 05/03/1976 1 06/04/1976 1 05/03/2016 01/01/2004 1 01/03/2014 05/03/2026 ACRE TABLE The following Table provides information on total gross and vacant acreage relating to Central City Projects. CENTRAL CITY PROJECTS Pr ject Area Gross Acrea e Vacant Acreage Percentage Of Acreage Meadowbrook 69.5 19.37 27.9% Central City 70.8 42.4 60% Central City South 517 319 62% Central City East 191 135 70.5% Total Gross Acreage 848.3 - - Total Vacant Acreage - 515.77 61% Note:Parcels designated vacant by Assessor parcel use code of 0(zero). Any non-taxed Parcels tend to have a zero use code. Information obtained from CGIS. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 11 GENERAL DESCRIPTION: Central City Projects is the result of the consolidation of following four redevelopment project areas in 1986: Meadowbrook, Central City, Central City East and Central City South. The consolidation allows for a more efficient management of Agency resources. The Project Area includes various administrative offices for Federal, State, County and City Agencies; the 55-acre Seccombe Lake State Urban Park; the Fairway Ford Dealership; the National Orange Show 136-acre fairground and convention facility, host of the Annual Orange Show and numerous music, exhibition and cultural events; the Arrowhead Credit Union Stadium, a 5,000 seat facility, home to the San Bernardino 66ers (Class "A" baseball team for the Seattle Mariners) and; the Carousel shopping mall/office complex. Additionally, the Court Street Square serves as a part of the cultural arts and entertainment district in the heart of downtown, which is also home to the annual Route 66 Rendezvous event which attracts over 500,000 people to downtown each September to celebrate the classic car culture. CURRENT CONDITIONS: At the time of plan adoptions and subsequent mergers, properties within Central City Projects were influenced by detrimental physical, social, and economic conditions that were negatively impacting this section of San Bernardino. Since plan adoptions, the Agency has initiated and completed several redevelopment projects and has proposed a number of new projects to eliminate blight and create both private and public economic investments in Central City Projects. Some of the completed projects were the development of Arrowhead Credit Union Stadium, the construction of the Immigration Naturalization Service "INS" building, the rehabilitation of the Best Marshall Plaza and the upgrading of the Carousel Mall. PROJECTED ASSESSED PROPERTY VALUES TABLE: The Agency has projected the Project Area's assessed property values for the next 5 years to chart the economic condition of the real estate market in the Project Area. The value includes the land values and building improvements. Initial data to determine the projected values was obtained from the San Bernardino County's Assessor's Office. CENTRAL CITY PROJECTS PROJECTED ASSESSED PROPERTY VALUES Fiscal Year Project Area—Central City Meadowbrook South East 2004-2005 $104,812,216 $143,795,964 $43,949,647 2005-2006 $106,908,460 $146,671,883 $44,828,640 2006-2007 $109,046,630 $149,605,321 $45,725,213 2007-2008 $111,227,562 $152,597,427 $46,639,717 2008-2009 $113,452,113 $155,649,376 $47,572,511 TOTAL $545,446,981 $748,319,972 $228,715,728 Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 12 PROJECTED NET TAX INCREMENT TABLE: The following Table indicates that the tax increment projections for the next five (5) years are conservative and total $12,932,040; however due to existing on-going obligations, the Project Area has a deficit of$8.1 million. Although, the Project Area activity is expected to generate $12.9 million in tax increment, given the Agency's debt obligations, there are insufficient funds to provide assistance to projects unless they are performance based contracts. It should be noted that a variety of factors influence and affect the level of tax increment dollars available for projects. Factors that may increase or decrease the amount of tax increment dollars available for projects, include but are not limited to, improved property values within the project area, improved economic conditions, Agency return on investments in public/private partnerships and ERAF payments to the State of California. CENTRAL CITY PROJECTS PROJECTED NET TAX INCREMENT Fiscal Year Gross Tax Housing Set-aside** Current Obligations Net Tax Increment Increment 2004-2005 $2,485,000 $497,000 $3,704,378 $1,716,378 2005-2006 $2,534,700 $506,940 $3,704,378 ($1,676,618) 2006-2007 $2,585,394 $517,079 $3,704,378 ($1,636,063 2007-2008 $2,637,102 $527,420 $3,704,378 ($1,594,696) 2008-2009 $2,689,844 $537,969 $3,704,378 ($1,552,503) TOTAL $12,932,040 $2,586,408 $18,521,890 ($8,176,258) *Gross tax increment estimated at 2%annual growth. ** Housing Set-aside is 20%of Gross Tax Increment. EXISTING OBLIGATIONS AND NEW PROJECTS TABLE: In following Table is the Agency's existing obligations relating to Central City Projects. CENTRAL CITY PROJECTS FIVE-YEAR EXISTING OBLIGATIONS Agency Anticipated Project Description and Program/Project Five-Year Blighted Conditions to be Alleviated Expenditure EXISTING OBLIGATIONS 1. Fiscal Agent—Bond Monitoring/ Administrative expenditure allows for the facilitation Bond Fees Trustee $85,000 of CCP activities. 2. Bond Payments $12,950,000 Administrative expenditure allows for the facilitation of CCP activities. Administrative expenditure allows for the facilitation 3. County Charges $35,000 of CCP activities. Administrative expenditure allows for the facilitation 4. Pass-through Agreements $150,000 of CCP activities. Administrative expenditure allows for the facilitation 5. 20%Set-aside $2,586,408 of CCP activities. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 13 CENTRAL CITY PROJECTS FIVE-YEAR EXISTING OBLIGATIONS Agency Anticipated Project Description and Program/Project Five-Year Blighted Conditions to be Alleviated Expenditure EXISTING OBLIGATIONS 6. Agency Legal Fees $154,340 Administrative expenditure allows for the facilitation of CCP activities. Administrative expenditure allows for the facilitation 7. Professional Services $5,550 of CCP activities. 8. General Operations/Maintenance/ Provide property maintenance/operations for Acquisition/Disposition Fees $20,000 business occupancy; remove blight, under-utilized structure from CCP Area. Provide property insurance for business occupancy; 9. Insurance Fees $270,000 remove blight, under-utilized structure from CCP Area. Elimination of criminal activity, which constitutes a 10. Carousel Mall Security $2,225,000 serious threat to the public safety and welfare. Enhance area as a desirable location. 11. Weed Abatement throughout the Removal of visually blighting condition enhancing Central City Projects Area on $15,000 the area as a desirable location. Agency-Owned Properties Provide catalyst for business occupancy; remove 12. Central City Co"J" Building $175,000 blight,under-utilized structure from CCP Area. Allows for an economically viable use by providing 13. Central City Co 3 Level Parking $85,000 adequate parking spaces for patrons and surrounding office uses. 14. 303 West 3rd Section 108 Loan Provide catalyst for business occupancy; restore Payment from 303 LLC $1,052,000 blighted,under-utilized structure. Provide property maintenance/operations for 15. 201 North"E"Building $850,000 business occupancy; remove blight, under-utilized structure from CCP Area. 16. Main Street Events/Main Street Events serve as a catalyst to attract people to the g Pro rams $450,000 downtown area and stimulate private investment. 17. Court Street Square/Route 66 $40,000 Removal of visually blighting condition enhancing Clean-Up the area as a desirable location. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 14 CENTRAL CITY PROJECTS FIVE-YEAR NEW PROJECT PROJECTIONS Agency Anticipated Project Description and Program/Project Five-Year Blighted Condition to be Alleviated Expenditure New 60,000 square feet office complex adding approximately 200 new employees and $100,000 1. Mill Street Development(North of additional tax increment revenues per year before the Mill) $600,000 pass through's. Blighted vacant parcel south of the stadium. Blighted Condition reflecting depreciated/stagnant property value in the CCS-1 land use designation to be alleviated. Conversion of a soon to be vacant newspaper office complex and printing press into a sports/martial arts university in downtown. This 156,000 square foot 2. American Sports University(4th and complex will accommodate 2000 students and faculty "D" Street—Sun Company $25,000 and provide over 300 housing units. Building/Ticor Building/Mason Partially vacant building in highly visible downtown Lodge) location restored to 100% productivity resulting in additional vacant downtown buildings adjacent to this facility being converted to student housing, recreation and retail Sale of vacant and debris filled site on the Northeast corner of Orange Show Road and Arrowhead Avenue to developer to construct 12 light industrial building 3. Essex Complex Development ranging from 5,000 to 24,000 square feet. Property (Northeast corner of Orange Show $125,000 placed back onto the tax rolls will provide an additional and Arrowhead Avenue) $150,000 tax increment revenue yearly. Blighted physical conditions which limited the economic viability and use of the lots will be eliminated. Blighted area at the Southwest corner of 4th and Waterman. Developer to purchase land from Agency to construct a new facility(s) for County lease. 4. 4th Street and Waterman Avenue $190,000 Property placed back on tax rolls will provide an Phase I additional tax increment revenue yearly. Blighted physical conditions which limited the economic viability and use of the lot will be eliminated. Blighted area at the Southwest corner of 4th and Waterman and construction of new 21,000 square feet building. Property placed back onto the tax rolls will 5. 4th Street and Waterman Avenue $120,000 provide an additional $38,000 tax increment revenue Phase II yearly. Blighted physical conditions which limited the economic viability and use of the lot will be eliminated. Redevelopment Agency of the City of Sun Bernardino Five-Year Implementation Plan—December 2004-2009 15 CENTRAL CITY PROJECTS FIVE-YEAR NEW PROJECT PROJECTIONS Agency Anticipated Project Description and Program/Project Five-Year Blighted Condition to be Alleviated Expenditure Approximate 4,500 square foot building to expand an existing auto dealership on approximately 1.6 acres of land, thus increasing tax increment by$6,750 and sales 6. Fairview Ford(2nd Street) $5,000 tax revenue for the City. Abandoned Denny's demolished for this new project, thus eliminating blighted conditions on a highly visible freeway entrance. With the expansion of the I-215 and the acquisition and removal of structures, a new landscaping plan will be 7. 1-215 Freeway Widening Master Plan implemented to compliment the new I-215 right-of-way for Aesthetics and Landscaping $10,000 from Inland Center Drive to 4th Street. Inadequate public infrastructure improved. Construction of a two-story, 65,000 square foot building to be used for retail/warehouse on the site of 8. Ocelot Engineering Inc. (Chaparral the old Anheuser-Busch warehouse, located on the Motorcycles)West side of Crescent southwest corner of Huff and Crescent Streets will Street Between Huff Street and $13,000 generate an additional $78,000 per annum in new tax College Drive(0141-071-51) increment Eliminates the physical conditions that limits the economic viability and use of the site. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 16 CENTRAL CITY NORTH 0 t z m J, Q'4 3AN3AV OV3HM088V Z ___ W U` cc W _ — m w r > CR — 133H1S O � f F 3 3AV Otl OWIS cc D j G "-_. - LL ------------ -- U 133tl1S 3 = G 1 t Y 4 A381S 3 w v s . t 13 H d � € f - W W LL W ❑ ❑ t _ w w w W j W ._ W Q Q g _ G Q _11 1 1 (n W W W G W µµ11 Er Er z z Z — Z._�.__ S _ F O , W W - — - - U a � � w LL _ x W N u. — 1�i O w R po 133HIS 0 s c� c� w a tt LLE ! 33 IS H _T1-- i k � i r — y Y N O: Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 17 BACKGROUND ADOPTION AND AMENDMENTS TABLE: The following Table provides information on important dates relating to Central City North. CENTRAL CITY NORTH Project Area Ordinance Date Project I Last Date Last Date Time Limit To Receive Reference Adopted Expiration Incur Debt Eminent Domain Tax Incr./Pa Debt Central City North 3366 08/06/1973 08/06/2013 1 08/06/2013 08/06/2013 08/06/2023 CENTRAL CITY NORTH Date Project Last Date Time Limit to Amendment Ordinance Expiration Incur Eminent Receive Tax Adopted Effective p Debt Domain Inc/Pay Debt Central City North 3366 08/06/1973 09/10/1973 08/06/2013 01/01/2004 01/01/1999 08/06/2023 1"Amendment MC-561 12/08/1986 01/08/1987 2""Amendment MC-719 04/02/1990 05/02/1990 P Amendment MC-920 12/20/1994 01/19/1995 4 1 Amendment MC-1154 12/01/2003 01/01/2004 08/06/2013 5'"Amendment MC-1182 09/07/2004 10/08/2004 08/06/2013 ACRE TABLE: The following Table provides information on total gross and vacant acreage relating to Central City North. CENTRAL CITY NORTH Project Area Gross Acreage Vacant Acreage Percenta e of Acreage Central City North 179 44.6 25% Total Gross Acreage 179 - - Total Vacant Acreage - 44.6 1 25% Note:Parcels designated vacant by Assessor parcel use code of 0(zero). Any non-taxed Parcels tend to have a zero use code. Information obtained from CGIS. GENERAL DESCRIPTION: Located east of the I-215 freeway, near the civic center of the City, Central City North is a mixture of retail, commercial, governmental, restaurants, professional services and single- and multi-family residences. Since its adoption, various public and private developments have occurred, such as four senior housing facilities, the City's main library, the Stater Bros Central City Plaza and the CinemaStar 20 screen multiplex theater. Projects initiated by the Agency have concentrated on governmental and public facilities that have enhanced and improved the City's downtown core. The City Unified School District, County Superintendent of Schools, the Community College District, Social Security Administration and the State's Caltrans District 8 Offices have developed/relocated their administrative offices within Central City North. The California Theatre, a qualified national historical building, is a cornerstone of the downtown revitalization efforts of the City and, along with the CinemaStar movie theater, serves as part of the cultural arts and entertainment district in the heart of downtown. This district provides residents a variety of entertainment activities such as live production performances, latest movies, symphony/sinfonia concerts and art exhibitions throughout the year. Both these venues are positioned to serve as anchors for future retail development. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 18 CURRENT CONDITIONS: At the time of plan adoption, there were detrimental physical, social, and economic conditions that were negatively impacting this section of San Bernardino. The original blighted conditions have been partially eliminated from the Project Area. As a result of the Agency's activities, the Project Area is now characterized by aggressive and active development of the downtown core. Specifically, the Agency was instrumental in securing the development of the State's Caltrans District 8 Office Tower and parking structure, the Cinema Star 20 screen multiplex movie theater and the Central Police Facility. Through the use of the Downtown Plan, the Agency is implementing projects that will dramatically improve the City's downtown core. However, blighted conditions still remain, and continue to impair private investment and development activity in the area. PROJECTED ASSESSED PROPERTY VALUES TABLE: The Agency has projected the Project Area's assessed property values for the next 5 years to chart the economic condition of the real estate market in the Project Area. The value includes the land values and building improvements. Initial data to determine the projected values was obtained from the San Bernardino County's Assessor's Office. CENTRAL CITY NORTH PROJECTED ASSESSED PROPERTY VALUES FISCAL YEAR PROJECT AREA Central City North 2004-2005 $117,132,789 2005-2006 $119,475,445 2006-2007 $121,864,954 2007-2008 $124,302,253 2008-2009 $126,788,298 TOTAL $609,563,738 PROJECTED NET TAX INCREMENT TABLE: The following Table indicates that the gross tax increment projections for the next five (5) years are conservative and total approximately $4,668,024 with a net tax increment of($6,050,576). It should be noted that a variety of factors influence and affect the level of tax increment available for projects. Factors that may increase or decrease the amount of tax increment available for projects, include but are not limited to, improved property values within the project area, improved economic conditions, Agency return on investments in public/private partnerships and ERAF payments to the State of California. CENTRAL CITY NORTH NET TAX INCREMENT PROJECTIONS Fiscal Year Gross Tax Increment* Housin Set-aside** Current Obligations Net Tax Increment 2004-2005 $897,000 $179,400 $2,061,123 ($1,343,523) 2005-2006 $914,940 $182,988 $2,061,123 ($1,329,171) 2006-2007 $933,238 $186,648 $2,061,123 ($1,314,533) 2007-2008 $951,904 $190,381 $1,800,813 ($1,039,290) 2008-2009 $970,942 $194,188 $1,800,813 ($1,024,059) TOTAL $4,668,024 $933,605 $9,784,995 ($6,050,576) *Gross tax increment estimated at 2%annual growth. **Housing Set-aside is 20%of Gross Tax Increment. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 19 EXISITNG OBLIGATIONS AND NEW PROJECTS TABLE: In following Table are the Agency's existing obligations and new projects proposed for the next five years relating to Central City North. CENTRAL CITY NORTH FIVE-YEAR EXISTING OBLIGATIONS Agency Anticipated Project Description and Program/Project Five-Year Blighted Condition to be Alleviated Expenditure EXISTING OBLIGATIONS 1. Fiscal Agent—Bond Monitoring/ Administrative expenditure allows for the facilitation Bond Fees Trustee $20,000 of CCN activities. 2. Bond Payments $3,045,000 Administrative expenditure allows for the facilitation of CCN activities. Administrative expenditure allows for the facilitation 3. County Charges $15,000 of CCN activities. Administrative expenditure allows for the facilitation 4. Pass-through Agreements $66,515 of CCN activities. Administrative expenditure allows for the facilitation 5. 20% Set-aside $933,605 of CCN activities. Administrative expenditure allows for the facilitation 6. Agency Legal Fees $100,000 of CCN activities. Administrative expenditure allows for the facilitation 7. Professional Services $36,050 of CCN activities. 8. General Operations/Maintenance/ Provide property maintenance / operations for Acquisition/Disposition Fees $20,000 business occupancy; remove blight, under-utilized structure from CCN Area. Provide property insurance for business occupancy; 9. Property Insurance Fees $225,000 remove blight, under-utilized structure from CCN Area. 10. Weed Abatement throughout the Removal of visually blighting condition enhancing CCN Area on Agency-Owned $10,000 the area as a desirable location. Properties 11. Cinema 20-plex Theater Complex Impaired investment. Under utilization of the site. Float Loan $780,930 12. Cinema 20-plex Theater Complex $3,575,000 Impaired investment. Under utilization of the site. Section 108 Payment 13. Center City 5th and"E" Street Agency activity addresses inadequate parking Parking $15,000 necessary for securing and retaining tenants downtown. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 20 i CENTRAL CITY NORTH FIVE-YEAR EXISTING OBLIGATIONS Agency Anticipated Project Description and Program/Project Five-Year Blighted Condition to be Alleviated Expenditure EXISTING OBLIGATIONS Reimbursement to Low/Mod for land purchase with 14. Low/Mod Land Note $250,000 Low/Mod funds, but not used for Low/Mod purposes. 15. Cinema 20-plex Theater Complex $180,000 Impaired investment. Under utilization of the site. Landscaping 16. Cinema 20-plex Theater Complex $350,000 Impaired investment. Under utilization of the site. Security Historical structure provides cultural amenities to 17. California Theatre Operations $1,000,000 community, including symphony, dance theater productions and traveling shows. 18. 3-Level Parking Structure $52,000 Maintenance of this public improvement (parking Maintenance(Carousel Mall) structure)allows new development to occur. CENTRAL CITY NORTH FIVE-YEAR NEW PROJECT PROJECTIONS Agency Anticipated Project Description and Program/Project Five-Year Blighted Condition to be Alleviated Expenditure Construction of new school to be known Jones Elementary to accommodate growing population in 1. New School Development this neighborhood. (Southwest corner of 7th and"F' $26,000 Unsafe dilapidated and deteriorated buildings Streets) including several board-ups/bumed/ damaged single and multi-family structures and used as a local trash dumping ground A 33,750 square feet vacant parcel of land on the Northwest corner of 5th and "G" Street zoned for Commercial General — Downtown (CR-2). Parcel 2. 5th and"G" Streets $118,000 would be used to develop retail services catering to the senior housing. Physical conditions that limit the use and economic viability and use of the lot. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 21 CENTRAL CITY NORTH FIVE-YEAR NEW PROJECT PROJECTIONS Agency Anticipated Project Description and Program/Project Five-Year Blighted Condition to be Alleviated Expenditure Approximately 21,900 square feet vacant parcel. Land to be developed into a parking lot with 55 spaces, landscaping and lighting. This lot will support parking for the Cinema 20-plex Theater 3. 450 North"F" Street Parking Lot $111,500 Complex and the California Theatre of the Performing Arts. Inadequate public infrastructure. Development of the northwest corner of 6th and"G" Streets for mixed uses. With the development of this site into a mixed-use product, thereby increasing 4. 6th and"G" Streets $131,000 property values and tax increment yearly. Physical conditions that limit the use and economic viability and use of the lot. Rehabilitation of a 3,600 square foot banquet/lecture/exhibition/fundraising/facility in underutilized area on the second floor. 5. California Theatre $630,000 Elimination of physical that limited the economic viability and use of the building by rehabilitating space in historic structure previously destroyed by fire. Acquisition, demolition of various structures that are not compatible with the overall specific plan. 6. Abatement Program-4`h&5`h $2,000,000 Streets/E Street and 1-215 Residential overcrowding, excessive liquor stores, and high crime rates as identified by police and local residents. Development of a senior housing complex with 75 units, which will result in higher tax increment revenue,while helping alleviate a chronic shortage of 7. Telacu Senior Housing 4h/H St. $362,000 quality housing for low income seniors. Property previously vacant with overgrown vegetation, trash and debris contributing to high crime rates in the area. 18,226 square feet of vacant land owned by the Agency that is zoned for CR-2. Property could be developed for uses to support the downtown district, 8. Northwest Corner of 4`h and E Streets $122,000 the California Theatre and CinemaStar such as restaurants or other retail uses. Through the sale of Agency-owned land this property could be returned to the tax rolls thereby generating additional tax revenue for the project area. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 22 CENTRAL CITY NORTH FIVE-YEAR NEW PROJECT PROJECTIONS Agency Anticipated Project Description and Program/Project Five-Year Blighted Condition to be Alleviated Expenditure Property is underutilized,impaired investment vacant lot within the downtown arts district. As a result of high vehicular usage and pavement damage, this project was initiated to restore and re- 9. "G" Street Pavement Rehabilitation $5,000 strip this minor thoroughfare. from 6th to 9th Street The existence of inadequate public improvements. 31,436 square feet of vacant land that is zoned for commercial general downtown CR-2. The sited could be used to develop a 94 unit senior housing 10. Northwest Corner of 5`h Street and complex or such uses as professional or government Arrowhead Avenue $121,250 offices,banks, restaurant or retail uses supporting the area. Subdivided property lots of irregular form and shape, inadequate size and poor physical condition. As a result of high vehicular usage and pavement 11. Arrowhead Avenue Pavement damage, this project was initiated to restore and re- Rehabilitation from Court Street to $10,000 strip this major thoroughfare. 5th Street The existence of inadequate public improvements. As a result of high vehicular usage and pavement damage, this project was initiated to restore and re- 12. 5th Street Pavement Rehabilitation $5,000 strip this major thoroughfare. from"H"Street to Waterman Avenue The existence of inadequate public improvements. With the expansion of the I-215 and the acquisition and removal of structures, a new landscaping plan 13. 1-215 Freeway Widening Master Plan will be implemented to compliment the new I-215 of Aesthetics and Landscaping $10,000 right-of-way from 4th Street to 8th Street. Inadequate public infrastructure improved. Construction of 16 affordable new single-family 14. Construction of 16 New Homes-Old housing units. $200,000 Towne-Creative Housing Solutions Underutilized land elimination of dilapidated and unsafe buildings. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 23 CENTRAL CITY NORTH FIVE-YEAR NEW PROJECT PROJECTIONS Agency Program/Project Anticipated Project Description and Five-Year Blighted Condition to be Alleviated Expenditure ANR Industries will construct 6 to 8 Infill housing 15. Construction of 6 to 8 Infill new units on 5th and Occidental Streets near Seccombe single family homes $60,000 Lake. Limited economic viability and use of vacant lots. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 24 CENTRAL CITY WEST o N � y } Up J Q 'S Q �b Z G Z w UJ e m 'Q m m G d 1 {} J anueAV JeweE) I. I I I I� z � v U) J LL L W LL z w n �a C w J H Qz LU U ww �w U 0. Y v I I I. .J anuany uowaA'IVY Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 25 BACKGROUND ADOPTION AND AMENDMENTS TABLE: The following Table provides information on important dates relating to Central City West. CENTRAL CITY WEST Project Area Ordinance Date Project Last Date Last Date Time Limit To Receive Reference Adopted Expiration Incur Debt Eminent Domain Tax Incr./Pay Debt Central City West 3553 02/17/1976 02/17/2016 02/ 17/2016 1 12/08/1998 02/17/2026 CENTRAL CITY WEST Date Project Last Date Time Limit to Amendment Ordinance Incur Eminent Receive Tax Adopted Effective Expiration Debt Domain lnc/Pa Debt Central City West 3553 02/17/1996 03/18/1976 02/17/2016 01/01/2004 01/08/1999 02/17/2026 1"Amendment MC-562 12/08/1986 01/08/1987 2"`t Amendment MC-720 04/02/1990 05/02/1990 3"d Amendment MC-921 12/20/1994 01/19/1995 4'''Amendment MC-1155 12/01/2003 01/01/2004 02/17/2016 ACRE TABLE: The following Table provides information on total gross and vacant acreage relating to Central City West. CENTRAL CITY WEST Project Area Gross Acreage Vacant Acreage Percentage Of Acrea e Central City West 2.75 1.95 71% Total Gross Acreage 2.75 - Total Vacant Acreage - 1.95 71 Note:Parcels designated vacant by Assessor parcel use code of 0(zero). Any non-taxed Parcels tend to have a zero use code. Information obtained from CGIS. GENERAL DESCRIPTION: Central City West is estimated at 2.75 gross acres, located at the northeast corner of Fifth Street and Mt. Vernon Avenue with Spruce Street to the north and Garner to the east, the area is characterized by four small "mom and pop" type businesses, a credit union and a branch library. The Project Area is recognized as the gateway to the upper Mt. Vernon Avenue retail and commercial area. Historically, this intersection has been the westerly turning point for the famous Highway Route 66 and a major intersection for traveler movement toward many intra-city destinations. CURRENT CONDITONS: Currently, the four retail establishments have exterior deteriorating conditions that need to be addressed. The Agency, together with the property owners, has developed conceptual exterior improvements for both the facades and landscaping areas in the Spanish Colonial architectural style. In addition, the Agency, owner of the parking lot that serves these businesses, is developing a pavement resurfacing, re-strip and lighting improvement plan. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 26 PROJECTED ASSESSED PROPERTY VALUES TABLE: The Agency has projected the Project Area's assessed property values for the next 5 years to chart the economic condition of the real estate market in the Project Area. The value includes the land values and building improvements. Initial data to determine the projected values was obtained from the San Bernardino County's Assessor's Office. CENTRAL CITY WEST PROJECTED ASSESSED PROPERTY VALUES FISCAL YEAR PROJECT AREA Central Ci West 2004-2005 $1,851,566 2005-2006 $1,888,597 2006-2007 $1,926,369 2007-2008 $1,964,897 2008-2009 $2,004,195 TOTAL $9,635,624 PROJECTED NET TAX INCREMENT TABLE: The following Table indicates that the tax increment projections for the next five (5) years are conservative and total $93,673. The Agency does not anticipate a surplus of tax increment revenue and the obligations to set aside funds into the Low and Moderate Housing Fund will be met. In accordance with previous Agency practices, the transfers of funds from one project area to another will be used as necessary, in order to address current financial obligations. It should be noted that a variety of factors influence and affect the level of tax increment available for projects. Factors that may increase or decrease the amount of tax increment available for projects, include but are not limited to, improved property values within the project area, improved economic conditions, Agency return on investments in public/private partnerships and ERAF payments to the State of California. CENTRAL CITY WEST PROJECTED NET TAX INCREMENT PROJECTIONS Fiscal Year Gross Tax Increment* Housing Set-aside** Current Obligations Net Tax Increment 2004-2005 $18,000 $3,600 $11,466 $2,934 2005-2006 $18,360 $3,672 $11,466 $3,222 2006-2007 $18,727 $3,745 $11,466 $3,516 2007-2008 $19,102 $3,820 $11,466 $3,816 2008-2009 $19,484 $3,897 $11,466 $4,121 TOTAL 1 $93,673 $18,734 $57,330 1 $17,609 *Gross tax increment estimated at 2%annual growth. **Housing Set-aside is 20%of Gross Tax Increment. EXISTING OBLIGATIONS AND NEW PROJECTS TABLE: In following Table are the Agency's existing obligations and new projects proposed for the next five years relating to Central City West. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 27 CENTRAL CITY WEST FIVE-YEAR EXISTING OBLIGATIONS Program/Project Agency Project Description and Anticipated Blighted Condition to be Alleviated Five-Year Expenditure EXISTING OBLIGATIONS Administrative expenditure allows for the facilitation 1. County Charges $1,000 of CCW activities. Administrative expenditure allows for the facilitation 2. Pass-through Agreements $1,330 of CCW activities. o Administrative expenditure allows for the facilitation 3. 20%Set-aside $18,734 of CCW activities. Provide property insurance for business occupancy; 4. Property Insurance Fees $30,000 remove blight, under-utilized structure from CCW Area. 5. Weed Abatement throughout the Removal of visually blighting condition enhancing CCW Area on Agency-Owned $10,000 the area as a desirable location. Properties 6. Central City West Shopping Center Impaired investments. Maintenance of this public Maintenance of Agency owned $15,000 improvement (parking lot) enhances value of parking lot adjacent private properties. CENTRAL CITY WEST FIVE-YEAR NEW PROJECT PROJECTIONS Agency Program/Project Anticipated Project Description and Five-Year Blighted Condition to be Alleviated Expenditure The Agency, together with the property owner have developed conceptual exterior improvements both the 1. Don's Drug Store(1210 West 5th Street) facade and landscape area in the Spanish Colonial $20,000 1 architectural style. Physical conditions that limit the economic viability and use of buildings. Substandard design. The Agency, together with the property owner have developed conceptual exterior improvements both the 2. Esperanza Ranch Market(1208 West facade and landscape area in the Spanish Colonial 5th Street) $25,000 architectural style. Physical conditions that limit the economic viability and use of buildings. Substandard design. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 28 CENTRAL CITY WEST FIVE-YEAR NEW PROJECT PROJECTIONS Agency Program/Project Anticipated Project Description and Five-Year Blighted Condition to be Alleviated Expenditure The Agency, together with the property owner have developed conceptual exterior improvements both the 3. Juan Pollo Restaurant(1210 and facade and landscape area in the Spanish Colonial 1212 West 5th Street) $25,000 architectural style. Physical conditions that limit the economic viability and use of buildings. Substandard design. The Agency is planning upgrades of the existing 4. Central City West Shopping Center parking lot with new landscaping including new Upgrades to Agency owned $40,000 irrigation system,re-strip and lighting. parking lot(1200 West 5th Street) Physical conditions that limit the economic viability and use of buildings. Inadequate parking. NOTE: Project Area benefits from projects and programs specifically infrastructure, implemented through the Mt. Vernon Corridor project Area which borders Central City West. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 29 STATE COLLEGE R \\ _ T _ 'i �C v AJ �s a CG-1 COMMERCIAL GENERAL CG-3 COMMERCIAL GENERAL-UNIVERSITY VILLAGE CO-1 COMMERCIAL OFFICE IL INDUSTRIAL LIGHT jl^---— DIP OFFICE INDUSTRIAL PARK PCR PUBLIC COMMERCIAL RECREATION PP PUBLIC PARK p f .:._�j PF PUBLIC FACILITIES PFC PUBLIC FLOOD CONTROL — RS RESIDENTIAL SUBURBAN - RL RESIDENTIALLOW RU RESIDENTAL URBAN RM RESIDENTALMEDIUM RMH RESIDENTIAL MEDIUM HIGH ."^-,, . 'RH RESIDENTIALHIGH - ,_ UBP-t UNIVERSITY BUSINESS PARK UBF-3 UNIVERSITY BUSINESS PARK STATE COLLEGE General Plan-Land Use Designations Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 30 i BACKGROUND ADOPTION AND AMENDMENTS TABLE: The following Table provides information on important dates relating to State College. STATE COLLEGE Project Area Ordinance Date Adopted Project Expiration Last Date Last Date Time Limit To Receive Reference Incur Debt Eminent Domain Tax Incr./Pa Debt State College 3067 04/27/1970 04/27/2010 04/27/2010 04/27/2010 04/27/2020 STATE COLLEGE AMENDMENTS Date Last Date Time Limit to Amendment Ordinance Project Adopted Effective Expiration Incur Eminent Receive Tax Debt Domain Inc/Pay Debt State College 3067 04/27/1970 05/28/1970 04/27/2010 01/01/2004 01/01/1999 04/27/2020 V Amendment MC-560 12/08/1986 01/08/1987 2"d Amendment MC-725 04/02/1990 05/02/1990 3rd Amendin t MC-925 12/20/1994 01/19/1995 42'Amendment MC-1146 06/16/2003 07/16/2003 1 04/27/10 5'Amendment MC-1153 12/01/2003 01/01/2004 04/27/2010 ACRE TABLE: The following Table provides information on total gross and vacant acreage relating to State College. STATE COLLEGE Project Area Gross Acreage Vacant Acreage Percentage Of Acreage State College 2576 1761 68% Total Gross Acreage 2576 - - Total Vacant Acreage - 1761 68% Note:Parcels designated vacant by Assessor parcel use code of 0(zero). Any non-taxed Parcels tend to have a zero use code. Information obtained from CGIS. GENERAL DESCRIPTION: Located in the northwest section of San Bernardino, State College consists of single and multi- family residential, open space, recreational, commercial and industrial land uses. Adjacent to the Interstate 215 freeway at University Parkway is the 350-acre State College Business Park. The business park development includes: C&M Fine Pack, the Sun Publishing Co., Prime Line Products, Color Tile, Wal-Mart, to name a few with vacant land available for future development. With the business park having access to Interstate 215 and Interstate 15 freeways and the A.T. & S.F. and Union Pacific railroads, the park is ideal for manufacturing, office and distribution. Located in the project area at the base of the San Bernardino Mountains is the campus of California State University San Bernardino. The campus offers more than 70 traditional baccalaureate and master's degree programs along with a wide variety of education credentials and certificate programs to a student body of 16,000. CURRENT CONDITIONS: At the time of plan adoption, State College was influenced by detrimental physical, social, and economic conditions that were negatively impacting this area of San Bernardino. Since that time, the Agency has initiated a number of projects in the Project area. The original blighted conditions have been partially eliminated. As a result of Agency activities, the area is now Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 31 characterized by the development of several new business parks, which serve as a magnet to induce housing, manufacturing and retail commercial development. PROJECTED ASSESSED PROPERTY VALUES TABLE: The Agency has projected the Project Area's assessed property values for the next 5 years to chart the economic condition of the real estate market in the Project Area. The value includes the land values and building improvements. Initial data to determine the projected values was obtained from the San Bernardino County's Assessor's Office. STATE COLLEGE PROJECTED ASSESSED PROPERTY VALUES FISCAL YEAR PROJECT AREA State College 2004-2005 $609,461,865 2005-2006 $621,651,102 2006-2007 $634,084,124 2007-2008 $646,765,807 2008-2009 $659,701,123 TOTAL $3,171,664,021 PROJECTED NET TAX INCREMENT TABLE: The following Table indicates that the gross tax increment projections for the next five (5) years are conservative and total $31,376,281, and $23 million in existing obligations, and a net tax increment of$1.8 million. It should be noted that a variety of factors influence and affect the level of tax increment available for projects. Factors that may increase or decrease the amount of tax increment available for projects, include but are not limited to, improved property values within the project area, improved economic conditions, Agency return on investments in public/private partnerships and ERAF payments to the State of California. STATE COLLEGE PROJECTED NET TAX INCREMENT Fiscal Year Gross Tax Increment* Housing Set-aside** Current Obligations Net Tax Increment 2004-2005 $6,010,000 $1,202,000 $5,049,393 $241,393 2005-2006 $6,130,200 $1,226,040 $4,549,393 $354,767 2006-2007 $6,252,804 $1,250,561 $4,549,393 $452,850 2007-2008 $6,377,860 $1,275,572 $4,549,393 $552,895 2008-2009 $6,605,417 $1,321,083 $4,549,393 $734,941 TOTAL $31,376,281 $6,275,256 $23,246,965 $1,854,060 *Gross tax increment estimated at 2%ammual growth. **Housing Set-aside is 20%of Gross Tax Increment. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 32 EXISTING OBLIGATIONS AND NEW PROJECTS TABLE: In following Table are the Agency's existing obligations and new projects proposed for the next five years relating to State College. STATE COLLEGE FIVE YEAR EXISTING OBLIGATIONS Agency Program/Project Approximate Project Description and Five-Year Blighted Condition to be Alleviated Expenditure EXISTING OBLIGATIONS 1. Fiscal Agent—Bond Monitoring/ $75,000 Administrative expenditure allows for the facilitation Bond Fees Trustee of SC activities. Administrative expenditure allows for the facilitation 2. Bond Payments $18,715,000 of SC activities. Administrative expenditure allows for the facilitation 3. County Charges $80,000 of SC activities. Administrative expenditure allows for the facilitation 4. Pass-through Agreements $337,350 of SC activities. 5. 20% Set-aside $6,275,256 Administrative expenditure allows for the facilitation of SC activities. 6. Agency Legal Fees $250,000 Administrative expenditure allows for the facilitation of SC activities. Administrative expenditure allows for the facilitation 7. Research/Marketing Services $104,730 of SC activities. Administrative expenditure allows for the facilitation 8. Professional Services $476,880 of SC activities. 9. General Operations/Maintenance/ Provide property maintenance / operations for Acquisition/Disposition Fees $20,000 business occupancy; remove blight, under-utilized structure from SC Area. Provide property insurance for business occupancy; 10. Property Insurance Fees $225,000 remove blight, under-utilized structure from SC Area. 11. Weed Abatement throughout the SC $10,000 Removal of visually blighting condition enhancing Area on Agency-Owned Properties the area as a desirable location. 12. Agency Operations/Salaries& $2,278,000 Administrative expenditures allow for the facilitation Benefits of SC activities Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 33 STATE COLLEGE FIVE YEAR EXISTING OBLIGATIONS Agency Program/Project Approximate Project Description and Five-Year Blighted Condition to be Alleviated Expenditure Removal of visually blighting condition enhancing 13. Contracts/Agreements: Stater Bros the area as a desirable location. High business June 2005 -Developer $170,000 vacancies; low lease rates; high turnover rates; reimbursement for shopping center abandoned buildings and/or excessive vacant lots. development Lack of investment and reinvestment in the project area,depreciated values and impaired investments. Removal of visually blighting condition enhancing 14. Notes/Loans Payable: Community $330,000 the area as a desirable location. High business Rein Fund Loan vacancies; low lease rates; high turnover rates; abandoned buildings and/or excessive vacant lots. 15. Property Maintenance/Operations Removal of visually blighting condition enhancing Shandin Hills Golf Course Water $125,000 the area as a desirable location. High business Usage vacancies; low lease rates; high turnover rates; abandoned buildings and/or excessive vacant lots. Removal of visually blighting condition enhancing 16. Property Maintenance/Operations $50000 the area as a desirable location. High business located at 5055 Hallmark Parkway , vacancies; low lease rates; high turnover rates; abandoned buildings and/or excessive vacant lots. . STATE COLLEGE FIVE-YEAR NEW PROJECT PROJECTIONS Agency Program/Project Approximate Project Description and Five-Year Blighted Condition to be Alleviated Expenditure New Hardware and Home center will provide much needed retail opportunities in this fast growing area of town and provide approximately 350 jobs, and in 1. Lowes Retail (Vacant Land North of excess of $300,000 in property tax revenue and University and West of Hallmark) $185,000 $400,000 sales tax revenue to the city on an annual basis. Inadequate size for proper usefulness and development. Conduct a study to address increasing the efficient of 2. University Parkway/1-215 Freeway vehicular traffic flow at University Parkway/ 1-215 Combined Project Study Report $10,000 Freeway. Inadequate public infrastructure. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 34 STATE COLLEGE FIVE-YEAR NEW PROJECT PROJECTIONS Agency Program/Project Approximate Project Description and Five-Year Blighted Condition to be Alleviated Expenditure Based on the analysis of the traffic study, a freeway loop may be required at the I-215 University 3. University Parkway Interchange at Parkway Interchange to restore and create efficient I-215 Ramp Improvements/Freeway $9 Million vehicular flow. Loop Inadequate public infrastructure. As a result of high vehicular usage and pavement 4. Little Mountain Drive from 48th damage, this project was initiated to restore and re- Street to Bridge at Devil's Canyon $5,000 stripe this major thoroughfare. Creek—Street Improvements Inadequate public infrastructure_ As a result of high vehicular usage, this project was 5. University Parkway/Kendall Drive initiated to create efficient vehicular flow. Free Flowing Right-Turn Lane $0 Inadequate public infrastructure. As a result of high vehicular usage and deteriorated traffic signal, this project was initiated to create 6. University Parkway/Kendall Drive $0 efficient vehicular flow. Traffic Signal Interconnect Inadequate public infrastructure. As a result of high vehicular usage and deteriorated traffic signal, this project was initiated to create 7. Little Mountain Drive and Northpark $0 efficient vehicular flow. Blvd New Traffic Signal Inadequate public infrastructure. As a result of high vehicular usage and deteriorated traffic signal, this project was initiated to create 8. Mountain Avenue and Northpark $0 efficient vehicular flow. Blvd New Traffic Signal Inadequate public infrastructure. To construct a two story, 55,000 square foot office building on approximately 13 acres of land adjacent 9. Office Building for the Sun to an existing production facility. Additional tax Newspaper $3,000 increment of approximately $101,000 a pp y year plus retention of 200 jobs. The Agency need to facilitate the project through the planning process. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 35 STATE COLLEGE FIVE-YEAR NEW PROJECT PROJECTIONS Agency Program/Project Approximate Project Description and Five-Year Blighted Condition to be Alleviated Expenditure The merger of 2 lots will eliminate the physical condition that currently exists limiting the economic viability of the project. To construct a 20,000 square foot warehouse in the University Park land use district (infill project) 10. Warehouse—West of University generating an additional $24,000 per year in tax Parkway $5,000 increment. Excessive vacant lots within an area developed for urban use. 11. Industrial Development of the old $500,000 Construction of 2,000,000 square feet of industrial Culligan Water Company property facilities on the 144-acre site. Vacant under utilized land; inadequate public infrastructure. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 36 SOUTHEAST INDUSTRIAL PARK _32f s =O� C w w a w C 77, 71 Lj 7 r U U ? ¢ C N = 4 t5 tl�� 133ni5 ♦ \ N j o y — �\ F e ftil p p � x� �,� •xF�,y, 7 s � S 1 {� i Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 37 BACKGROUND ADOPTION AND AMENDMENTS TABLE: The following Table provides information on important dates relating to Southeast Industrial Park. SOUTHEAST INDUSTRIAL PARK Project Area Ordinance Date Project Last Date Last Date Time Limit To Receive Reference Adopted Expiration Incur Debt Eminent Domain Tax Incr./Pa Debt Southeast Industrial Park 3583 06/21/1976 06/21/2016 06/21/2016 01/08/1999 06/21/2026 SOUTHEAST INDUSTRIAL PARK AMENDMENTS Date Last Date Time Limit to I Amendment Ordinance Project Adopted Effective Expiration Incur Eminent Receive Tax Debt Domain Inc/Pay Debt Southeast Industrial Park 3583 06/21/1976 07/23/1976 06/21/2016 01/01/2004 01/01/1999 06/21/2026 1"Amendment MC-565 12/08/1986 01/08/1987 2"`t Amendment MC-722 04/02/1990 05/02/1990 3"t Amendment MC-924 12/20/1994 01/19/1995 4"Amendment MC-1156 12/01/2003 01/01/2004 06/21/2016 ACRE TABLE: The following table provides information on total gross and vacant acreage relating to Southeast Industrial Park. SOUTHEAST INDUSTRIAL PARK Project Area Gross Acreage Vacant Acreage Percentage of Acrea e Southeast Industrial Park 775 386 49% Total Gross Acreage 775 - - Total Vacant Acreage - 386 49% Note:Parcels desigmated vacant by Assessor parcel use code of 0(zero). Any non-taxed Parcels tend to have a zero use code. Information obtained from CGIS. GENERAL DESCRIPTION: Southeast Industrial Park is located in the southeast quadrant of San Bernardino. The Project Area is divided into two sections with the western portion zoned primarily for commercial and professional office development and the eastern area is zoned for light industrial. The 520-acre western commerce center section, adjacent to the Interstate 10 and Interstate 215 freeway interchange, offers a mix of professional office complexes, a restaurant row, a hotel with convention facilities, various motels, retail, commercial and light industrial projects. West of Interstate 215 freeway is the San Bernardino Auto Plaza with various automobile dealerships and auto related businesses. The 350-acre eastern industrial section has Interstate 10 freeway and rail access, making it an ideal location for distribution and manufacturing facilities. Vacant land is available for development and the area is in close proximity to the San Bernardino International Airport (formerly the Norton Air Force Base). CURRENT CONDITIONS: At the time of plan adoption, properties within Southeast Industrial Park were improved, or partially improved with a mixture of commercial, industrial, and residential uses, as well as various public/quasi-public and open space sites. The Agency had proposed to alleviate these conditions by undertaking a comprehensive program of public improvements and by providing a variety of development incentives that were intended to stimulate new development and Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 38 rehabilitation activities in the Project Area. As a result of Agency activities, the area is now characterized by many successful light industrial businesses. Furthermore, Southeast Industrial Park offers an eclectic mix of professional office and retail complexes, hotels and restaurants. In particular, Hospitality Lane, a main thoroughfare is known for its ability to attract many businesses and patrons. However, blighted conditions remain, and continue to impair private investment and development activity in the area. PROJECTED ASSESSED PROPERTY VALUES TABLE: The Agency has projected the Project Area's assessed property values for the next 5 years to chart the economic condition of the real estate market in the Project Area. The value includes the land values and building improvements. Initial data to determine the projected values was obtained from the San Bernardino County's Assessor's Office. SOUTHEAST INDUSTRIAL PARK PROJECTED ASSESSED PROPERTY VALUES FISCAL YEAR PROJECT AREA Southeast Industrial Park Project 2004-2005 $354,521,875 2005-2006 $361,612,313 2006-2007 $368,844,559 2007-2008 $376,221,450 2008-2009 $383,745,879 TOTAL $1,844,946,075 PROJECTED NET TAX INCREMENT TABLE: The following Table indicates that the tax increment projections for the next five (5) years are conservative and total $18,834,544, and $13 million in existing obligations with a net tax increment of$1.1 million. It should be noted that a variety of factors influence and affect the level of tax increment available for projects. Factors that may increase or decrease the amount of tax increment available for projects, include but are not limited to, improved property values within the project area, improved economic conditions, Agency return on investments in public/private partnerships and ERAF payments to the State of California. SOUTHEAST INDUSTRIAL PARK PROJECTED NET TAX INCREMENT Fiscal Year Gross Tax Increment* Housing Set-aside** Current Obligations Net Tax Increment 2004-2005 $3,600,000 $720,000 $2,773,107 $106,893 2005-2006 $3,672,000 $734,400 $2,773,107 $164,493 2006-2007 $3,745,440 $749,088 $2,773,107 $223,245 2007-2008 $3,820,348 $764,070 $2,773,107 $283,171 2008-2009 $3,896,756 $779,351 $2,773,107 $344,298 TOTAL $18,834,544 $3,746,909 $13,865,535 $1,122,100 =Z Gross tax increment estimated at 2%annual growth. **Housing Set-aside is 20%of Gross Tax Increment. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 39 EXISTING OBLIGATIONS AND NEW PROJECTS TABLE: In following Table are the Agency's existing obligations and new projects proposed for the next five years relating to Southeast Industrial Park. SOUTHEAST INDUSTRIAL PARK FIVE-YEAR EXISTING OBLIGATIONS Agency Program/Project Approximate Project Description and Five-Year Blighted Condition to be Alleviated Expenditure EXISTING OBLIGATIONS 1. Fiscal Agent—Bond Monitoring/ $140,000 Administrative expenditure allows for the facilitation Bond Fees Trustee of SIP activities. Administrative expenditure allows for the facilitation 2. Bond Payments $12,625,000 of SIP activities. Administrative expenditure allows for the facilitation 3. County Charges $50,000 of SIP activities. Administrative expenditure allows for the facilitation 4. Pass-through Agreements $206,425 of SIP activities. o Administrative expenditure allows for the facilitation 5. 20/o Set-aside $3,746,909 of SIP activities. 6. Agency Legal Fees $200,000 Administrative expenditure allows for the facilitation of SIP activities. Administrative expenditure allows for the facilitation 7. Research/Marketing Services $5,085 of SIP activities. Administrative expenditure allows for the facilitation 8. Professional Services $173,435 of SIP activities. 9. General Operations/Maintenance/ Provide property maintenance / operations for Acquisition/Disposition Fees $20,000 business occupancy; remove blight, under-utilized structure from SIP Area. 10. Weed Abatement throughout the Removal of visually blighting condition enhancing Southeast Industrial Park Area on $10,000 the area as a desirable location. Agency-Owned Properties Administrative expenditure allows for the facilitation 11. Agency Operations $45,420 of SIP activities 12. Salaries and Benefits $65,170 Administrative expenditure allows for the facilitation of SIP activities Reimbursement. Rehabilitation and reuse of vacant 13. Hyundai Pass-Through $325,000 store — 40 new jobs and excess of$200,000 in sales tax revenue per year. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 40 SOUTHEAST INDUSTRIAL PARK FIVE-YEAR NEW PROJECT PROJECTIONS Agency Program/Project Anticipated Project Description and Five-Year Blighted Condition to be Alleviated Expenditure IAs a result of a deteriorated sewer main line and construction/population growth, this project was 1. "E"Street Sewer Main Replacement imitated to restore and provide adequate sewer (Hunts Lane to Mckay Drive) $0 system. Inadequate public infrastructure. To construct six industrial buildings ranging in size from 13,000 square feet to 218,000 square feet on 2. Industrial Building-Northwest and approximately 25 acres of land. $350,000 in Southwest Comers of Orange Show $5,000 additional tax increment per year. Road and Tippecanoe Avenue Elimination of stagnant property values which result in impaired investments. Construction of 3 concrete tilt-up warehouses. Building A is a 27,000 square feet, Building B is a 3. Warehouses-Northwest Corner of 23,000 square feet and Building C is a 24,000 square Tippecanoe and San Bernardino $5,000 feet. $43,000 in additional tax increment per year. Avenue Elimination of stagnant property values which result in impaired investments. To construct a 21,000 square foot, two story office building on approximately 1.3 acres. Resulting in an 4. Office Building- South Sunwest $5,000 additional$35,000 per year in tax increment. Court Elimination of stagnant property values which result in impaired investments. To construct an 84,000 square foot self-storage facility with onsite manager apartments on 5. Self-Storage Facility—East Side of approximately 5.5 acres of land generating South"E" Street,North of the Santa $5,000 approximately $101,000 per year in new tax Ana Flood Control Channel increment. Elimination of stagnant property values which result in impaired investments. To construct an 88,000 square foot metal storage facility at an existing steel fabrication facility. 6. Storage Building—South Mountain Resulting in an additional $90,000 in tax increment Avenue $5,000 per year. Elimination of stagnant property values which result in impaired investments. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 41 NORTHWEST L nd ikr Drtigttatim.. - CG-1 COMMERCIAL GENERAL -CG2 COMMERCIAL GENERALBASEUNEIMT.VERNON CH COMMERCIAL HEAVY 0 CO-1 COMMERCIAL OFFICE �4 -IE INDUSTRIAL.EXTRACTIVE ®IH INDUSTRIALHEAVY 1 IL INDUSTRIAL LIGHT OIP OFFICE INDUSTRIAL PARK Pf PUBLIC FACILITIES 1 Subarea B PFC PUBLIC FLOOD CONTROL G PP PUBLIC PARK I RM RESIDENTIAL MEDIUM E RS RESIDENTIAL SUBURBAN ' U RU-1 RESIDENTIAL URBAN = \ r Q Subarea A LAI 7- • L-Ll L n ,l EE I f +✓�9 l 1� i 'a�. L.. r � r+ i t a. 1a�Bemar ia® ..... NORTHWEST General Plan-Land Use Designations R ,� rran tyzt,zan. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 42 BACKGROUND ADOPTION AND AMENDMENTS TABLE: The following Table provides information on important dates relating to Northwest. NORTHWEST Project Area Ordinance Date Project Last Date Last Date Time Limit To Receive Reference Adopted Expiration Incur Debt Eminent Domain Tax Incr./Pa Debt Northwest 189 07/06/1982 07/06/2022 1 07/06/2022 08/07/1994 07/06/2032 NORTHWEST AMENDMENTS Date Project Last Date Time Limit to Amendment Ordinance Incur Eminent Receive Tax Adopted Effective Expiration Debt Domain Inc/Pay Debt Northwest MC-189 1 07/0611982 08/07/1982 07/06/2022 01/01/2004 08/07/1994 07/06/2032 I"Amendment MC-922 1 12/20/1994 01/19/1995 2nd Amendment MC-1157 1 12/01/2003 01/01/2004 1 1 07/06/2022 ACRE TABLE: The following table provides information on total gross and vacant acreage relating to Northwest. NORTHWEST Project Area Gross Acre age Vacant Acreage Percenta e of Acreage Northwest 1238 750 60% Total Gross Acreage 1238 - - Total Vacant Acreage - 750 60% Note:Parcels designated vacant by Assessor parcel use code of 0(zero 1. Any non-taxed Parcels tend to have a zero use code. Infonnation obtained from CGIS. GENERAL DESCRIPTON: Located in the northwest quadrant of San Bernardino, Northwest is divided into two sub-areas: Sub-Area A and Sub-Area B. Sub-Area A consist of 940 acres is located generally south of Cajon Boulevard, north of Seventh Street and west of the Interstate 215 Freeway. The area focuses on commercial corridors along portions of Highland Avenue, Baseline Avenue, Medical Center Drive, and Mt. Vernon Avenue. Sub-Area B consist of 560 acres is located north of the Devil Creek Diversion Channel, south of the Interstate 215 Freeway, southeast of Palm Avenue facing Cajon Boulevard. The area is designated for industrial uses with land available for development. A bridge was built connecting the industrial area to the State College Business Park allowing both areas better access to the I-15 and 1-215 freeway interchange. Northwest has a 21-member Project Area Committee (PAC) that is elected by residents, businesses and owners within the project area boundaries. The purpose of the PAC is to advise and provide guidance to the Redevelopment Agency on the development matters that may affect the residents,businesses and organizations affiliated with the project area. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 43 CURRENT CONDITIONS: The Northwest Sub-Area A has seen sporadic development and still faces physical, social and economic conditions, which can negatively impact the area. Several recent projects include: the new 15,000 square foot Walgreens pharmacy to be built on the southwest corner of Mt. Vernon Avenue and Baseline Street with the relocation and widening of the corners with new traffic signals, a new elementary school is being built adjacent to the pharmacy. A project that should initiate considerable economic development in Sub-Area A is the extension of the I-210 freeway from the City of Fontana to Highway 30. The public project is currently under construction and is scheduled to be completed by 2009. Freeway site plans illustrate vacant parcels adjacent to the new I-210 freeway for possible commercial or industrial development. Sub-Area B has seen a significant amount of interest as compared to Sub-Area A. This area, which is designated for industrial uses, has available land for development and has recently seen the completion of the Mapei a tile and grout manufacturing plant and Highway Auto Recyclers state of the art indoor auto dismantling facility. In addition, Alere Distribution has proposed a 850,000 square foot distribution center and Pacific Coast Steel a 94,000 square foot steel manufacturing plant for Sub-Area B. PROJECTED ASSESSED PROPERTY VALUES TABLE: The Agency has projected the Project Area's assessed property values for the next 5 years to chart the economic condition of the real estate market in the Project Area. The value includes the land values and building improvements. Initial data to determine the projected values was obtained from the San Bernardino County's Assessor's Office. NORTHWEST PROJECTED ASSESSED PROPERTY VALUES FISCAL YEAR F— PROJECT AREA Northwest Project 2004-2005 $188,352,960 2005-2006 $192,120,019 2006-2007 $195,962,420 2007-2008 $199,881,668 2008-2009 $203,879,301 TOTAL $980,196,368 PROJECTED NET TAX INCREMENT TABLE: The following Table indicates that the tax increment projections for the next five (5) years are conservative and total $8,378,505 and existing obligations of $6.4 million and a net tax increment of$287,629. It should be noted that a variety of factors influence and affect the level of tax increment available for projects. Factors that may increase or decrease the amount of tax increment available for projects, include but are not limited to, improved property values within the project area, improved economic conditions, Agency return on investments in public/private partnerships and ERAF payments to the State of California. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 44 NORTHWEST NET PROJECTED TAX INCREMENT Fiscal Year Gross Tax Housing Set-aside** Current Obligations Net Tax Increment Increment 2004-2005 $1,610,000 $322,000 $1,422,995 1 ($134 995 2005-2006 $1,642,200 $328,440 $1,247,995 $65,565 2006-2007 $1,675,044 $335,009 $1,247,995 $92,040 2007-2008 $1,708,545 $341,709 $1,247,995 $118,841 2008-2009 $1,742,716 $348,543 $1,247,995 $146,178 TOTAL $8,378,505 $1,675,701 $6,414,975 $287,629 *Gross tax increment estimated at 2%annual growth. **Housing Set-aside is 26 of Gross Tax increment. EXISTING OBLIGATIONS AND NEW PROJECTS TABLE: In following Table are the Agency's existing obligations and new projects proposed for the next five years relating to Northwest. NORTHWEST FIVE-YEAR EXISTING OBLIGATIONS Agency Program/Project Approximate Project Description and Five-Year Blighted Condition to be Alleviated Expenditure EXISTING OBLIGATIONS 1. Fiscal Agent—Bond Monitoring/ $22 500 Administrative expenditure allows for the facilitation Bond Fees Trustee of NW activities. 2. Bond Payments $3,700,000 Administrative expenditure allows for the facilitation of NW activities. 3. County Charges $20,000 Administrative expenditure allows for the facilitation of NW activities. 4. Pass-through Agreements $206,425 Administrative expenditure allows for the facilitation of NW activities. 5. 20%Set-aside $1,675,701 Administrative expenditure allows for the facilitation of NW activities. 6. Agency Legal Fees $185,000 Administrative expenditure allows for the facilitation of NW activities. 7. Research/Marketing Services $3,210 Administrative expenditure allows for the facilitation of NW activities. 8. Professional Services $69,995 Administrative expenditure allows for the facilitation of NW activities. 9. General Operations/Maintenance/ Provide property maintenance / operations for Acquisition/Disposition Fees $20,000 business occupancy; remove blight, under-utilized structure from NW Area. 10. Weed Abatement throughout the NW $10,000 Removal of visually blighting condition enhancing Area on Agency-Owned Properties the area as a desirable location. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 45 NORTHWEST FIVE-YEAR EXISTING OBLIGATIONS Agency Approximate Project Description and Program/Project Five-Year Blighted Condition to be Alleviated Expenditure EXISTING OBLIGATIONS Administrative expenditure allows for the facilitation 11. Agency Operations $28,675 of NW activities Administrative expenditure allows for the facilitation 12. Salaries and Benefits $41,140 of NW activities 13. Northwest Project Area Committee $250 Administration Expense necessary to implement the Administration Expenses ,000 activities of the NW Area. 14. Contracts/Agreements: Bio Mass Lack of investment and reinvestment in the NW Land Sales $175,000 Area. Lack of investment and reinvestment in the NW 15. Contracts/Agreements: Mapei $300,000 Area. New manufacturing facility and central sales for the west coast on vacant, irregular shaped parcel. NORTHWEST FIVE-YEAR NEW PROJECT PROJECTIONS Agency Program/Project Approximate Project Description and Five-Year Blighted Condition to be Alleviated Expenditure New distribution facility of approximately 872,000 square feet on 50 acres. This center is a potential point of sale, which could generate approximately 1. Alere Distribution -North of $1,000,000 per annum in sales tax and an additional University Parkway and West of $20,000 $350,000 in tax increment for the Agency. Potential Hallmark Parkway employment is estimated to be 250 persons. Elimination of stagnant property values which result in impaired investments. New manufacturing facility of approximately 76,000 square feet will generate approximately $100,000 2. Pacific Coast Steel-North of additional tax increment per year and employ 140 University Parkway and East of $25,000 new job hires. Hallmark Parkway Elimination of stagnant property values which result in impaired investments. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 46 NORTHWEST FIVE-YEAR NEW PROJECT PROJECTIONS Agency Program/Project Approximate Project Description and Five-Year Blighted Condition to be Alleviated Expenditure To construct a 15,000 square foot retail building with drive-thru pharmacy bringing a much needed 3. Walgreens Pharmacy—Southwest national retailer to this severely blighted Corner of Baseline Street and Mt. $10,000 neighborhood. Project will generate additional Vernon Avenue $22,500 per annum in tax increment. Physical conditions that prevent the economic viability caused by inadequate lot size. The existence of inadequate public improvements in order to accommodate Amapola Restaurant 4. Southwest Corner of Baseline Street expansion and new Walgreens Pharmacy. and Mt. Vernon Avenue,Street $170,000 Approximately 34,000 sq. ft. new construction in Widening and Existing Traffic Signal traditionally blighted area on the Westside of town. Modification Inadequate public infrastructure. To construct a 250,000 square foot warehouse 5. Warehouse Building—North side of facility situated on 6 acres, generating approximately Industrial Parkway between $5,000 $300,000 per annum additional tax increment. University Parkway and Palm Avenue Elimination of stagnant property values which result in impaired investments. As a result of high vehicular usage and pavement 6. Medical Center Drive Pavement damage, this project was initiated to restore and re- Rehabilitation from Baseline Street to $5,000 strip this major/minor thoroughfare. Highland Avenue Inadequate public infrastructure. Approximately 2.22 acres of vacant land, future development of 23,520 sq. ft. commercial area and 1,753 sq. ft. drive thru area. New construction in traditionally blighted area of the Westside of town. 7. Medical/Retail/Food Commercial Property placed back on tax rolls will provide Development $10,000 P additional tax increment revenue yearly. Generating $35,000 in tax increment per year. Physical conditions that prevent the economic viability caused by inadequate lot size. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 47 TRI—CITY uj J } N Q r V C m s � � m m c� ' E � � s i a I— /�t d '� i f o i wS 2 • `� _ a p S V'i L R t F 0 U m w w i t A � LL � N v a a a R Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 48 BACKGROUND ADOPTION AND AMENDMENTS TABLE: The following Table provides information on important dates relating to Tri-City. TRI-CITY Project Area Ordinance Date Project Last Date Last Date Time Limit To Receive Reference Adopted Expiration Incur Debt Eminent Domain Tax IncL./Pay Debt Tri-City 283 06/20/1983 06/20/2023 07/20/2023 07/20/1995 06/20/2033 TRI-CITY AMENDMENTS Date Las. Time Limit to Amendment Ordinance Project Adopted Effective Expiration Incur Eminent Receive Tax Debt Domain Inc/Pay Debt Tri-City MC-283 1 06/20/1983 1 07/20/1983 06/20/2023 01/01/2004 07/20/1995 1 06/20/2033 1"Amendment MC-926 1 12/20/1994 1 01/19/1995 2"`t Amendment MC-1158 1 12/01/2003 1 01/01/2004 06/20/2023 ACRE TABLE: The following table provides information on total gross and vacant acreage relating to Tri-City. TRI-CITY Pro.ect Area Gross Acreage Vacant Acreage Percentage Of Acrea e Tri-City 330 191 58% Total Gross Acreage 330 - - Total Vacant Acreage - 191 1 58% Note:Parcels designated vacant by Assessor parcel use code of 0(zero). Any non-taxed Parcels tend to have a zero use code. Information obtained from CGIS. GENERAL DESCRIPTION: Located in the southeast quadrant of San Bernardino, Tri-City is divided into two sub-areas. Sub- Area I consists of 95 acres and is generally located west of Del Rosa Avenue and north of Sixth Street to Baseline Street. The area is zoned for residential development. Apartment units occupy a 12-acre site, with the remainder of the land owned by the San Bernardino Unified School District. Sub-Area 11 consist of 283 acres is located between Waterman and Tippecanoe Avenues, north of Interstate 10 freeway. Sub-Area II includes the Tri-City Corporate Center, a mix of office, light industrial, retail, commercial and restaurants. CURRENT CONDITIONS: At the time of plan adoption, properties within Tri-City were identified as detrimental physical, social, and economic conditions that were negatively impacting this section of San Bernardino. The Agency had proposed to alleviate these conditions by undertaking a comprehensive program of public improvements and by providing a variety of development incentives that was intended to stimulate new development and rehabilitation activities in Tri-City. The original blighting conditions have been partially eliminated from Tri-City. As a result of Agency activities, the area is now characterized by many market driven commercial projects. Several nationally recognized chain retail stores and businesses have located in Tri- City. However, blighting conditions still remain, and continue to impair private investment and development activity in the area. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 49 PROJECTED ASSESSED PROPERTY VALUES TABLE: The Agency has projected the Project Area's assessed property values to be $960,737,879; and given the current obligations of$7.3 million, there is a negative net tax increment of($59,486). The lack of resources will limit the develop opportunities that the may undertake over the next five years unless the Agency is able to negotiate performance base contracts with prospective developers or investors. The value includes the land values and building improvements. Initial data to determine the projected values was obtained from the San Bernardino County's Assessor's Office. TRI-CITY PROJECTED ASSESSED PROPERTY VALUES FISCAL YEAR PROJECT AREA Tri-City 2004-2005 $184,613,848 2005-2006 $188,306,125 2006-2007 $192,072,247 2007-2008 $195,913,692 2008-2009 $199,831,966 TOTAL $960,737,879 PROJECTED NET TAX INCREMENT TABLE: The following Table indicates that the tax increment projections for the next five (5) years are conservative and total $9,107,070. It should be noted that a variety of factors influence and affect the level of tax increment available for projects. Factors that may increase or decrease the amount of tax increment available for projects, include but are not limited to, improved property values within the project area, improved economic conditions, Agency return on investments in public/private partnerships and ERAF payments to the State of California. TRI-CITY PROJECTED NET TAX INCREMENT Fiscal Year Gross Tax Increment* Housing Set-aside** Current Obligations Net Tax Increment 2004-2005 $1,750,000 $350,000 $1,647,020 $247,020 2005-2006 $1,785,000 $357,000 $1,462,020 ($34,020) 2006-2007 $1,820,700 $364,140 $1,412,034 $44,526 2007-2008 $1,857,114 $371,423 $1,412,034 $73,657 2008-2009 $1,894,256 $378,851 $1,412,034 $103,371 TOTAL $9,107,070 $1,821,414 $7,345,142 $59,486 *Gross tax increment estimated at 2%annual growth. "Housing Set-aside is 20%of Gross Tax Increment. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 50 EXISTING OBLIGATIONS AND NEW PROJECTS TABLE: In following Table are the Agency's existing obligations and new projects proposed for the next five years relating to Tri-City. TRI-CITY FIVE-YEAR EXISTING OBLIGATIONS Agency Program/Project Anticipated Project Description and Five-Year Blighted Condition to be Alleviated Expenditure EXISTING OBLIGATIONS 1. Fiscal Agent—Bond Monitoring/Bond $20,000 Administrative expenditure allows for the facilitation Fees Trustee of TC activities. 2. Bond Payments $5,825,000 Administrative expenditure allows for the facilitation of TC activities. Administrative expenditure allows for the facilitation 3. County Charges $25,000 of TC activities. Administrative expenditure allows for the facilitation 4. Pass-through Agreements $272,130 of TC activities. 5. 20%Set-aside $1,821,414 Administrative expenditure allows for the facilitation of TC activities. 6. Agency Legal Fees $320,000 Administrative expenditure allows for the facilitation of TC activities. Administrative expenditure allows for the facilitation 7. Research/Marketing Services $825 of TC activities. Administrative expenditure allows for the facilitation 8. Professional Services $44,265 of TC activities. 9. General Operations/Maintenance/ Provide property maintenance / operations for Acquisition/Disposition Fees $20,000 business occupancy; remove blight, under-utilized structure from TC Area. 10. Weed Abatement throughout the Tri $10,000 Removal of visually blighting condition enhancing City Area on Agency-Owned Properties the area as a desirable location. 11. Agency Operations $7,375 Administrative expenditure allows for the facilitation of TC activities 12. Salaries and Benefits $10,575 Administrative expenditure allows for the facilitation of TC activities Lack of investment and reinvestment in the TC Area. Site was an old garbage dump site with various types 13. Contracts/Agreements: Costco $575,000 of waste to include organic, non-organic and hazardous. Remediation of the site will eliminate a blighted area to allow future development. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 SI TRI-CITY FIVE-YEAR EXISTING OBLIGATIONS Agency Program/Project Anticipated Project Description and Five-Year Blighted Condition to be Alleviated Expenditure Lack of investment and reinvestment in the TC Area. 14. Contracts/Agreements: ECOM Brownfield site. Blight elimination of a former 9.2 Summit,LLC(formerly BP $490,000 acres waste dump site. After remediation, the California) property will be divided into 2 parcels for future development. Lack of investment and reinvestment in the Tri City 15. Contracts/Agreements: Rancon Lease $99,972 Area. TRI-CITY FIVE-YEAR NEW PROJECT PROJECTIONS Agency Program/Project Anticipated Project Description and Five-Year Blighted Condition to be Alleviated Expenditure The construction of a 4 story 105 room hotel on 2.3 acres on the former BP California site at the Northeast corner of Waterman Avenue and 1. Hampton Inn- Northeast Corner of Vanderbilt. Will generate $58,000 a year in tax Vanderbilt and Waterman $65,000 increment and $237,000 in Transient Occupancy Tax for the City Brownfield site. Physical conditions that limit the economic viability and use of land. Construction of an office complex on a 6.9 acres on the former BP California site at the Northwest corner of Waterman Avenue and Vanderbilt. The complex will have twelve (12) one and two-story buildings 2. Summit at Tri-City—Northeast Corner $97,000 ranging in size from 4,267 square feet to 15,962 of Vanderbilt and Waterman square feet. Will generate$190,000 in tax increment a year. Brownfield site. Physical conditions that limit the economic viability and use of land. New two story, 76,000 square foot office building on the southwest corner of Carnegie Way and 3. Office Building—Southwest Corner of Hospitality Lane. Project will generate $120,000 per Carnegie Way and Hospitality Lane $5,000 annum in additional tax increment. Vacant lot,overgrown vegetation,trash and debris. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 52 TRI-CITY FIVE-YEAR NEW PROJECT PROJECTIONS Agency Program/Project Anticipated Project Description and Five-Year Blighted Condition to be Alleviated Expenditure New 41,700 square foot training facility will generate $72,000 a year in tax increment as well as 4. ITT Tech -Corner of Carnegie and provide much needed higher education for the Brier $25,000 growing specialized labor market. Lack of investment and reinvestment in the TC Area. New training school on vacant parcel. New business brought into area to occupy formerly vacant 120,000 square foot Sam's Club on Harriman Place. This retailer will generate an additional 5. La Curacao Department Store $450,000 $300,000 in sales tax a year for the City. Depreciated/stagnant property value. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 53 SOUTH VALLE Ca J W tz J j `! yr� w � > >Q `� O m Ir IF Q J Z a 1 N z CL fj; 15 j 133tl18 Yp31UV w` 'l l"'� f d� ia3uas rxaanra� 13aws roam �. A . t N rte R /�� JOUarw 3 I �µ t ]AYt S1MN1 Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 54 BACKGROUND ADOPTION AND AMENDMENTS TABLE: The following Table provides information on important dates relating to South Valle. SOUTH VALLE Project Area Ordinance Date Project Last Date Last Date Time Limit To Receive Reference Adopted Expiration Incur Debt Eminent Domain Tax Incr./Pay Debt South Valle 387 07/09/1984 07/09/2024 07/09/2024 08/ 11/ 1996 07/09/2034 SOUTH VALLE AMENDMENTS Date Last Date Time Limit to Amendment Ordinance Project Adopted Effective Expiration Incur Eminent Receive Tax Debt Domain Inc/Pay Debt South Valle MC-387 1 07/09/1984 08/11/1984 07/09/2024 07/09/2004 08/11/1996 07/09/2034 I"Amendment MC-923 1 12/20/1994 01/19/1995 2"d Amendment MC-1159 1 12/01/2003 01/01/2004 07/09/2024 ACRE TABLE: The following table provides information on total gross and vacant acreage relating to South Valle. SOUTH VALLE Project Area Gross Acreage Vacant Acrea e Percentage of Acrea e South Valle Project 216 82 38% Total Gross Acreage 216 - - Total Vacant Acreage - 82 38% Note:Parcels designated vacant by Assessor parcel use code of 0(zero). Any non-taxed Parcels tend to have a zero use code. Information obtained from CGIS. GENERAL DESCRIPTION: South Valle Redevelopment Project Area is located in the southern section of San Bernardino, south of Interstate 10 Freeway within the City limits. The Area is adjacent to the Commerce Center area of the Southeast Industrial Park and Sub-Area II of the Tri-City Redevelopment Project Areas. Ideal for commercial and light industrial, South Valle is within the sphere of two commercial and industrial centers. The project has rail service through the center, and a transcontinental truck terminal is located adjacent to the project at the southwest corner of Hunts Lane and Redlands Boulevard. The area has immediate access to the Interstate 10 and Interstate 215 Freeway interchanges. CURRENT CONDITIONS: At the time of plan adoption, properties within South Valle were improved, or partially improved with a mixture of commercial, industrial, and limited residential uses, as well as various public/quasi-public and open space sites. Conditions such as dislocation, deterioration and disuse resulting from faulty planning, the subdivision and sale of lots of irregular form and shape, and inadequate size for usefulness and development, and a prevalence of impaired investments and economic maladjustment had led to a reduction of, or lack of, proper utilization of the area to such an extent that it constituted a serious economic burden on the community. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 55 The original blighting conditions identified at the time of plan adoption have been partially eliminated. As a result of Agency activities, the area is now characterized by opportunities for business development and growth, as South Valle is ideal for commercial and light industrial development. South Valle has rail service and immediate access to the I-10 and I-215 interchanges. In spite of these many features, there are however, blighting conditions that remain, and continue to impair private investment and development activity in the area. PROJECTED ASSESSED PROPERTY VALUES TABLE: The Agency has projected the Project Area's assessed property values for the next 5 years to chart the economic condition of the real estate market in the Project Area. The value includes the land values and building improvements. Initial data to determine the projected values was obtained from the San Bernardino County's Assessor's Office. SOUTH VALLE PROJECTED ASSESSED PROPERTY VALUES FISCAL YEAR PROJECT AREA South Valle 2004-2005 $98,919,545 2005-2006 $100,897,936 2006-2007 $102,915,895 2007-2008 $104,974,213 2008-2009 $107,073,697 TOTAL $51 4,781,285 PROJECTED NET TAX INCREMENT TABLE: The following Table indicates that the tax increment projections for the next five (5) years are conservative and total $4,111,191; with a current obligation of$3.1 million and a positive net tax increment of$171,308. It should be noted that a variety of factors influence and affect the level of tax increment available for projects. Factors that may increase or decrease the amount of tax increment available for projects, include but are not limited to, improved property values within the project area, improved economic conditions, Agency return on investments in public/private partnerships and ERAF payments to the State of California. SOUTH VALLE PROJECTED NET TAX INCREMENT Fiscal Year Gross Tax Increment* Housing Set-aside** Current Obligations Net Tax Increment 2004-2005 $790,000 $158,000 $623,529 $8,471 2005-2006 $805,800 $161,160 $623,529 $21,111 2006-2007 $821,916 $164,383 $623,539 $34,004 2007-2008 $838,354 $167,671 $623,529 $47,154 2008-2009 $855,121 $171,024 $623,529 $60,568 TOTAL $4,111,191 $822,238 $3,117,645 $171,308 *Gross tax increment estimated at 1.5%annual growth.**Housing Set-aside is 20%of Gross Tax Increment. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 56 I EXISTING OBLIGATIONS AND NEW PROJECTS TABLE: In following Table are the Agency's existing obligations and new projects proposed for the next five years relating to South Valle. SOUTH VALLE FIVE-YEAR EXISTING OBLIGATIONS Agency Program/Project Anticipated Project Description and Five-Year Blighted Condition to be Alleviated Expenditure EXISTING OBLIGATIONS 1. Fiscal Agent—Bond Monitoring/Bond $40,000 Administrative expenditure allows for the facilitation Fees Trustee of SV activities. Administrative expenditure allows for the facilitation 2. Bond Payments $2,090,000 of SV activities. Administrative expenditure allows for the facilitation 3. County Charges $15,000 of SV activities. Administrative expenditure allows for the facilitation 4. Pass-through Agreements $128,145 of SV activities. Administrative expenditure allows for the facilitation 5. 20%Set-aside $822,238 of SV activities. Administrative expenditure allows for the facilitation 6. Agency Legal Fees $50,000 of SV activities. Administrative expenditure allows for the facilitation 7. Research/Marketing Services $9,870 of SV activities. Administrative expenditure allows for the facilitation 8. Professional Services $49,965 of SV activities. 9. General Operations/Maintenance/ Provide property maintenance / operations for Acquisition/Disposition Fees $20,000 business occupancy; remove blight, under-utilized structure from SV Area. Administrative expenditure allows for the facilitation 10. Agency Operations $88,170 of SV activities Administrative expenditure allows for the facilitation 1]. Salaries and Benefits $126,495 of SV activities 12. Contracts/Agreements: La Mesa Pass through $500,000 Lack of investment and reinvestment in the SV Area. Redevelopment Agency of the City of Sun Bernardino Five-Year Implementation Plan—December 2004-2009 57 SOUTH VALLE FIVE-YEAR NEW PROJECT PROJECTIONS Agency Program/Project Anticipated Project Description and Five-Year Blighted Condition to be Alleviated Expenditure As a result of high vehicular usage and pavement 1. Redlands Boulevard Pavement damage, this project was initiated to restore and re- Rehabilitation from Club Way to Hunts $0 strip this major thoroughfare. Lane The existence of inadequate public improvements. As a result of high vehicular usage and pavement damage, this project was initiated to restore and re- d. Caroline Street Pavement Rehabilitation $0 strip this minor thoroughfare. from Waterman Avenue to Club Way The existence of inadequate public improvements. As a result of high vehicular usage and pavement 3. Club Way Pavement Rehabilitation damage, this project was initiated to restore and re- from Redlands Boulevard to Club $0 strip this minor thoroughfare. Center Drive The existence of inadequate public improvements As a result of high vehicular usage and pavement 4. Club Center Drive Pavement damage, this project was initiated to restore and re- Rehabilitation from Hunts Lane to Club $0 strip this minor thoroughfare. Way The existence of inadequate public improvements. Development of a senior housing complex with 75 units, which will result in higher tax increment revenue,while helping alleviate a chronic shortage of quality housing for low income seniors. This 5. Telacu III—East Commercial Road $600,000 project will generate approximately $55,000 per year in additional tax increment. Property previously vacant with overgrown vegetation, trash and debris contributing to high crime rates in the area. Boat dealership in an existing vacant 59,770 square foot building on Redlands Boulevard. Will generate an additional $100,000 per year in sales tax for the 6. Hardin Marine $60,000 City. Depreciated/stagnant property value Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 58 UPTOWN a� Aj F-1 cox.,._. j 0 S t � DE oG � �mao F:;a ar HUM d Ei 10110E ODD = DID— ❑o a i , l CIArr 4 z 1[ 8aulrew G4] �® C6t • ••. C62 •• batNti _— ''',''f' Imm' yAnppAplI fI''''f'I 1 � _N;w Q Subarea"A" SUBAREA"B„ CG-1 COMMERCIAL GENERAL CG-2 COMMERCIAL REGIONAL-BASELINEIMT.VERNON A CO-1 COMMERCIAL OFFICE O CO-2 COMMERCIAL OFFICE-CONVERSION IL INDUSTRIAL LIGHT // IH INDUSTRIAL HEAVY � ` I}� �• 0 PF PUBLIC FACILITIES £ - O RM RESIDENTIAL MEDIUM an RMH RESIDENTIAL MEDIUM HIGH RS RESIDENTIAL SUBURBAN RU-2 RESIDENTIAL URBAN UPTOWN General Plan-Land Use Designations Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 59 BACKGROUND ADOPTION AND AMENDMENTS TABLE: The following Table provides information on important dates relating to Uptown. UPTOWN Project Area Ordinance Date Adopted Project Last Date Last Date Time Limit To Receive Reference Expiration Incur Debt Eminent Domain I Tax Incr./Pa Debt Uptown 527 06/ 18/1986 06/18/2026 1 06/ 18/2026 1 10/08/2016 06/18/2036 UPTOWN AMENDMENTS Date Last Date Time Limit to Amendment Ordinance Project Adopted Effective Expiration Incur Eminent Receive Tax Debt Domain Inc/Pay Debt Uptown MC-527 06/18/1986 07/19/1986 06/18/2026 06/18/2006 06/18/1998 06/18/2036 V Amendment MC-927 12/20/1994 01/19/1995 2"`'Amendment MC-1161 12/01/2003 01/01/2004 06/18/2026 3"1 Amendment MC-1183 09/07/2004 10/08/2004 10/08/2016 ACRE TABLE: The following table provides information on total gross and vacant acreage relating to Uptown. UPTOWN Project Area Gross Acreage- Vacant Acreage Percentage Of Acrea e Uptown 311 74 24% Total Gross Acreage 311 - - Total Vacant Acreage - 74 24% Note:Parcels designated vacant by Assessor parcel use code of 0(zero). Any non-taxed Parcels tend to have a zero use code. Information obtained from CG1S. GENERAL DESCRIPTION: Uptown is divided into two sub-areas: Sub-Area A and Sub-Area B. Sub-Area A consists of 348 acres and encompasses the business corridors of "E" Street, Baseline, and Highland Avenue which includes much of the City's service and retail business areas. Because of its location and variety of available space, the Uptown project is ideal for professional services, such as architectural, accounting, consulting, medical and other specialized services. The majority of the City's small to mid-sized medical clinics, dental offices and related services are either in, or adjacent to, the project. Sub-Area B consists of 84 acres and is bounded by Mt. Vernon Avenue, King Street, Rialto Avenue and the Interstate 215 Freeway and is adjacent to the Metrolink Commuter Station and Amtrak Train Depot. CURRENT CONDITIONS: At the time of plan adoption there were severe physical, social, and economic conditions that negatively impacted this section of San Bernardino. Though some development has occurred, the irregular and small lot sizes have prevented major redevelopment in the area. As a result of Agency activities, the area is now characterized by active involvement by many property owners and residents. In particular, the Baseline Area Business Association, and the Highland Area Business Association, in conjunction with the Agency, are working to revitalize a significant portion of Baseline Street and Highland Avenue respectively. Plans for these major corridors include facade improvements, street lighting, tree planting, banner installation and other streetscape improvements. Further, the Uptown Project Area Committee has been established to provided input concerning types of projects that could occur within the area. Redevelopment Agency ojthe City of San Bernardino Five-Year Implementation Plan—December 2004-2009 60 PROJECTED ASSESSED PROPERTY VALUES TABLE: The Agency has projected the Project Area's assessed property values for the next 5 years to chart the economic condition of the real estate market in the Project Area. The value includes the land values and building improvements. Initial data to determine the projected values was obtained from the San Bernardino County's Assessor's Office. UPTOWN PROJECTED ASSESSED PROPERTY VALUES FISCAL YEAR PROJECT AREA Uptown 2004-2005 $155,032,421 2005-2006 $158,133,069 2006-2007 $161,295,731 2007-2008 $164,521,645 2008-2009 $167,812,078 TOTAL $806,794,945 PROJECTED NET TAX INCREMENT TABLE: The following Table indicates that the tax increment projections for the next five (5) years are conservative and total $2,497,939 and net tax increment, after all obligations of $240,120. It should be noted that a variety of factors influence and affect the level of tax increment available for projects. Factors that may increase or decrease the amount of tax increment available for projects, include but are not limited to, improved property values within the project area, improved economic conditions, Agency return on investments in public/private partnerships and ERAF payments to the State of California. UPTOWN PROJECT PROJECTED NET TAX INCREMENT Fiscal Year Gross Tax Increment* Housing Set-aside** Current Obligations Net Tax Increment 2004-2005 $480,000 $96,000 $422,828 ($38,828 2005-2006 $489,600 $97,920 $422,828 ($31,148) 2006-2007 $499,392 $99,878 $422,828 ($23,314) 2007-2008 $509,380 $101,876 $422,828 ($15,324) 2008-2009 $519,567 $103,913 $422,828 ($7,174) TOTAL $2,497,939 $499,587 $2,114,140 ($115,788) *Gross tax increment estimated at 2%annual growth. **Housing Set-aside is 20%of Gross Tax Increment. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 61 EXISTING OBLIGATIONS AND NEW PROJECTS TABLE: In following Table are the Agency's existing obligations and new projects proposed for the next five years relating to Uptown. UPTOWN FIVE-YEAR EXISTING OBLIGATIONS Agency Program/Project Anticipated Project Description and Five-Year Blighted Condition to be Alleviated Expenditure EXISTING OBLIGATIONS 1. Fiscal Agent—Bond Monitoring/Bond Administrative expenditure allows for the facilitation Fees Trustee $15,000 of UT activities. 2. Bond Payments $1,450,000 Administrative expenditure allows for the facilitation of UT activities. Administrative expenditure allows for the facilitation 3. County Charges $10,000 of UT activities. 4. Pass-through Agreements $17,625 Administrative expenditure allows for the facilitation of UT activities. 5. 20%Set-aside $499,587 Administrative expenditure allows for the facilitation of UT activities. Administrative expenditure allows for the facilitation 6. Agency Legal Fees $50,000 of UT activities. Administrative expenditure allows for the facilitation 7. Research/Marketing Services $21,780 of UT activities. Administrative expenditure allows for the facilitation 8. Professional Services $46,060 of UT activities. 9. General Operations/Maintenance/ Provide property maintenance / operations for Acquisition/Disposition Fees $20,000 business occupancy; remove blight, under-utilized structure from UT Area. 10. Weed Abatement throughout the UT $10,000 Removal of visually blighting condition enhancing Area on Agency-Owned Properties the area as a desirable location. Administrative expenditure allows for the facilitation 11. Agency Operations $194,540 of UT activities 12. Salaries and Benefits $279,135 Administrative expenditure allows for the facilitation of UT activities Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 62 UPTOWN FIVE-YEAR NEW PROJECT PROJECTIONS Agency Program/Project Anticipated Project Description and Five-Year Blighted Condition to be Alleviated Expenditure Development of approximately 9 acres of land and 92,000 square feet of retail facilities. This project will add$138,000 to the tax increment. 1. Neighborhood Shopping Center— $2,000 000 Northwest Corner of 2 and K Streets. Removal of visual blight in and around the Santa Fe Depot. Current retail properties are underdeveloped and/or deteriorated condition due to a lack of maintenance. Development of approximately 100,000 square foot retail facility. Will generate $150,000 in additional 2. Retail Warehouse—Northeast Corner of tax increment a year. 2"d and K Streets $500,000 Removal of unsafe dilapidated and deteriorated structures. Construction of a mixed-use center on approximately 1.83 acres. Mixed-use services will include retail, entertainment and office space to serve the needs of 3. Mixed Use Center—2"d Street,from $375,000 the area residents. This project will generate an Mt.Vernon Avenue to K Street additional$60,000 per year in tax increment. Physical conditions that limit the economic viability and use of land. As a result of high vehicular usage and pavement damage, this project was initiated to restore and re- 4. 9th Street Pavement Rehabilitation strip this major/minor thoroughfare. from"H" Street to Arrowhead Avenue $7,000 (Phase II) The existence of inadequate public improvements. To prepare a development scheme for Sub-Area B to complement the completed refurbished Santa Fe 5. Santa Fe Depot Area Planning $200,000 Depot. Removal of unsafe dilapidated and deteriorated structures. Physical conditions that limit the economic viability and use of land. As a result of high vehicular usage and pavement damage, this project was initiated to restore and re- 6. "H" Street Pavement Rehabilitation $17,000 strip this minor thoroughfare. from 13th to 16th The existence of inadequate public improvements Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 63 UPTOWN FIVE-YEAR NEW PROJECT PROJECTIONS Agency Program/Project Anticipated Project Description and Five-Year Blighted Condition to be Alleviated Expenditure The installation of a new traffic signal at this location will provide added safety for pedestrians and in 7. 18th Street and"E" Street New Traffic $11,000 particular students coming to and from area schools Signal The existence of inadequate public improvements. Construct a 3,600 square foot facility on approximately .67 acres. Will generate$6,480 in tax increment revenue a year. Vacant building currently 8. Smog Check Facility—North E Street $10,000 on site will be refurbished and used as part of the operation. Physical conditions that limit the economic viability and use of land and building. Agency to assist interested business owners in enhancing the street facades of their businesses, by 9. Baseline Street Facade Program $50,000 providing a 50%match and architectural services. Deteriorated defective design or physical construction. Agency to assist interested business owners in enhancing the street facades of their businesses, by 10. Highland Avenue Facade Program $50,000 providing a 50%match and architectural services. Deteriorated defective design or physical construction. To assemble various parcels from multiple owners in order to facilitate new development. 11. Land Assemblage $100,000 Irregular,small lots by multiple owners. Construct a 6,095 square foot facility for an auto service center on 1.5 acres. Will generate $8,000 a 12. Auto Service Center—East Highland year in tax increment Avenue $5,000 Physical conditions that limit the economic viability and use of land. Depreciated and stagnant property values. Construct a 8,690 square foot multi-tenant center to support check cashing center. This will add $13,000 13. Southeast Corner of Baseline and per year to the tax increment. Mountain View $5,000 y Removal of unsafe dilapidated and deteriorated structure Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 64 MT. VERNON CORRIDOR t, ❑[ If Lj --� �- - g : .__..... L_L _ i i � x � 1[ J...` 1 1 ; � ^C _ CG-1 COMMERCIAL GENERAL -CG-2 COMMERCIAL GENERAL-THEME CENTER I- S) +••' CH COMMERCIAL HEAVY ....�. P� IE INDUSTRIAL EXTRACTIVE - \\ IH INDUSTRIAL HEAVY IL INDUSTRIAL LIGHT I ' t ;.,rr• PF PUBLIC FACILITIES -PFC PUBLIC FLOOD CONTROL \ _PP PUBLIC PARK ,- •i '' '-`Y y RM RESIDENTIAL MEDIUM I 1 RS RESIDENTIAL SUBURBAN RU-1 RESIDENTIAL URBAN Mt. Vernon Corridor General Plan-Land Use Designations Reri,ed J-, y21 20a, Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 65 BACKGROUND ADOPTION AND AMENDMENTS TABLE: The following Table provides information on important dates relating to Mt. Vernon Corridor. MT. VERNON CORRIDOR Project Area Ordinance Date Project Last Date Last Date Time Limit To Receive Reference Adopted I Expiration Incur Debt Eminent Domain Tax Incr./_Pay Debt Mt.Vernon Corridor 733 06/25/1990 06/25/2030 06/25/2030 11/01/2013 06/25/2040 MT.VERNON CORRIDOR AMENDMENTS Date Last Date Time Limit to Amendment Ordinance Project Adopted Effective Expiration Incur Eminent Receive Tax Debt Domain Inc/Pay Debt Mt.Vernon Corridor MC-733 06/25/1990 07/25/1990 06/25/2030 06/25/2010 11/01/2013 06/25/2040 1"Amendment MC-928 12/20/1994 01/19/1995 2"d Amendment MC-1105 10/01/2001 11/01/2001 3rd Amendment MC-1160 12/01/2003 01/01/2004 06/25/2030 ACRE TABLE: The following table provides information on total gross and vacant acreage relating to Mt. Vernon Corridor. MT. VERNON CORRIDOR Project Area Gross Acreage Vacant Acreage Percentage of Acrea e Mt. Vernon Corridor 1775 1323 75% Total Gross Acreage 1775 Total Vacant Acreage 1323 75n/o Note:Parcels designated vacant by Assessor parcel use code of 0(zero). Any non-taxed Parcels tend to have a zero use code. Information obtained from CGIS. GENERAL DESCRIPTION: Mt. Vernon Corridor comprises a portion of the city, which was once a dominant and representative expression of the City's cultural history being the main thoroughfare through the City when traveling from Los Angeles to Las Vegas. The Project Area consists of the following sub areas: Sub-Area A, consisting of 1,722 acres incorporates commercial uses along its main thoroughfares, Mt. Vernon Avenue and Foothill Boulevard. Sub-Area B, consisting of 115 acres, which are generally located south of Rialto Avenue, west of Interstate 215 freeway, north of Inland Center Drive and east of"J" Street and is a combination of commercial, light industrial, residential, public land uses, and residential which is predominately located along the Westside of Interstate 215 freeway between Fifth Street and Baseline. CURRENT CONDITIONS: At the time of plan adoption there were severe physical, social, and economic conditions that negatively impacted this section of the City. Though some development has occurred, there is still much land yet to be developed. The area is characterized by the San Bernardino Valley College, the rehabilitated of Old Fedco Center (Fiesta Market), the new Preciado Mortuary, and the recently refurbished Santa Fe Depot. Plans for Mt Vernon Avenue include facade improvements, street lighting, tree planting, banner installation and other streetscape improvements. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 66 PROJECTED ASSESSED PROPERTY VALUES TABLE: The Agency has projected the Project Area's assessed property values for the next 5 years to chart the economic condition of the real estate market in the Project Area. The value includes the land values and building improvements. Initial data to determine the projected values was obtained from the San Bernardino County's Assessor's Office. MT. VERNON CORRIDOR PROJECTED ASSESSED PROPERTY VALUES FISCAL YEAR PROJECT AREA Mt.Vernon Corridor 2004-2005 $163,851,607 2005-2006 $167,128,639 2006-2007 $170,471,212 2007-2008 $173,880,636 2008-2009 $177,358,249 TOTAL $852,690,343 PROJECTED NET TAX INCREMENT TABLE: The following Table indicates that the tax increment projections for the next five (5) years are conservative and total $3,590,788 with a net tax increment of$240,120 for which the Agency will utilize these funds to carry redevelopment activities in the project area. A variety of factors influence and affect the level of tax increment available for projects which may increase or decrease the amount of tax increment available for projects, such as: improved property values within the project area, improved economic conditions, Agency return on investments in public/private partnerships. MT. VERNON CORRIDOR PROJECTED NET TAX INCREMENT Fiscal Year Gross Tax Increment* Housing Set-aside** Current Obligations Net Tax Increment 2004-2005 $690,000 $138,000 $526,502 $25,498 2005-2006 $703,800 $140,760 $526,502 $36,538 2006-2007 $717,876 $143,575 $526,502 $47,799 2007-2008 $732,234 $146,447 $526,502 $59,285 2008-2009 $746,878 $149,376 $526,502 $71,000 TOTAL $3,590,788 $718,158 $2,632,510 $240,120 *Gross tax increment estimated at 2%annual growth. **Housing Set-aside is 20%of Gross Tax Increment. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 67 EXISTING OBLIGATIONS AND NEW PROJECTS TABLE: In following Table are the Agency's existing obligations and new projects proposed for the next five years relating to Mt. Vernon Corridor. MT. VERNON CORRIDOR FIVE-YEAR EXISTING OBLIGATIONS Agency Program/Project Anticipated Project Description and Five-Year Blighted Condition to be Alleviated Expenditure EXISTING OBLIGATIONS 1. Fiscal Agent—Bond Monitoring/Bond $20 Administrative expenditure allows for the facilitation Fees Trustee ,000 of MVC activities. Administrative expenditure allows for the facilitation 2. Bond Payments $1,315,000 of MVC activities. Administrative expenditure allows for the facilitation 3. County Charges $10,000 of MVC activities. Administrative expenditure allows for the facilitation 4. Pass-through Agreements $526,140 of MVC activities. Administrative expenditure allows for the facilitation 5. 20%Set-aside $718,158 of MVC activities. Administrative expenditure allows for the facilitation 6. Agency Legal Fees $150,000 of MVC activities. Administrative expenditure allows for the facilitation 7. Research/Marketing Services $3,000 of MVC activities. Administrative expenditure allows for the facilitation 8. Professional Services $70,050 of MVC activities. 9. General Operations/Maintenance/ Provide property maintenance / operations for Acquisition/Disposition Fees $20,000 business occupancy; remove blight, under-utilized structure from MVC Area. 10. Weed Abatement throughout the Mt. Removal of visually blighting condition enhancing Vernon Area on Agency-Owned $10,000 the area as a desirable location. Properties Administrative expenditure allows for the facilitation 11. Agency Operations $26,795 of MVC activities Administrative expenditure allows for the facilitation 12. Salaries and Benefits $38,450 of MVC activities Lack of investment and reinvestment in the MVC 13. Contracts/Agreements:Bobbitt $37,500 Area. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 68 MT. VERNON CORRIDOR FIVE-YEAR EXISTING OBLIGATIONS Agency Program/Project Anticipated Project Description and Five-Year Blighted Condition to be Alleviated Expenditure EXISTING OBLIGATIONS Lack of investment and reinvestment in the MVC 14. Contracts/Agreements: Yellow Fright $405,575 Area. MT. VERNON CORRIDOR FIVE-YEAR NEW PROJECT PROJECTIONS N Agency Program/Project Anticipated Project Description and Five-Year Blighted Condition to be Alleviated Expenditure Bridge replacement/retrofit of historic bridge. It is imperative to maintain this link between north and 1. Renovation of Mt. Vernon Avenue south Mt. Vernon to sustain a healthy business Bridge $25,000 climate. Inadequate public infrastructure. Construction of new bakery and restaurant on 3 vacant lots north of the existing business. New construction will consist of approximately 6,000 2. Anita's Expansion—Mt.Vernon and $25,000 square feet, generating an additional $11,000 per Spruce annum in tax increment. Lack of investment and reinvestment, depreciated values and impaired investments. The Agency has purchased 3 parcels for the project. A total of$276,309 of Agency funds were expended for these properties. Six more properties will be required to be purchased for the project to move 3. Arco Gas Station/Convenient Store/ $1,500,000 forward to construction. Will generate and additional Car Wash $20,000 per annum in tax increment as well as $50,000 a year in additional sales tax for the City. Lack of investment and reinvestment, depreciated values and impaired investments. Construction of new 20,000 square foot Anna's Linens store on complex to accommodate expanded AJ Wright (TJ Max) clothing Store. Additional tax 4. Reuse of Fedco Building $35,000 increment of$30,000 per annum. Lack of investment and reinvestment, depreciated values and impaired investments. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 69 MT. VERNON CORRIDOR FIVE-YEAR NEW PROJECT PROJECTIONS Agency Program/Project Anticipated Project Description and Five-Year Blighted Condition to be Alleviated Expenditure Construct a 4,950 square foot tire and lube facility on 5. Truck Lube and Oil Change— 1.25 acres. Will generate approximately $7,500 in Northwest Corner of 4th and Tijuana $7,500 tax increment per year. Street. Lack of investment and reinvestment, depreciated values and impaired investments. As a result of high vehicular usage and pavement 6. Mt.Vernon Avenue Pavement damage, this project was initiated to restore and re- Rehabilitation from 5th Street to 9th $17,000 strip this major thoroughfare. Street The existence of inadequate public improvements To install fencing and lighting to provide added security to patrons public park. 7. La Plaza Park Fencing and Lighting $9,000 The existence of inadequate public improvements and High crime rates Addition of gazebos, trellises, crypts and a mausoleum to existing mortuary operation. 8. Preciado Mortuary/Cemetery $45,000 Lack of investment and reinvestment, depreciated values and impaired investments. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 70 E. Conclusion/Implementation Plan Adoption Process and Mid-Term Review Process: As detailed in the introduction of this Plan, the Agency is required to produce an Implementation Plan every five years. After adoption of the first implementation plan, a new plan is to be adopted every five years. Each Implementation Plan must be presented and adopted at a duly noticed public hearing of the Agency. Notice of the public hearing must be conducted pursuant to Section 33490 of the CRL. The notice must be published pursuant to Section 6063 of the Government Code, mailed at least three weeks in advance to all persons and agencies that have requested notice, and posted in at least four permanent places within each Project Area for a period of three weeks. The Agency may amend its Implementation Plan at any time after conducting a public hearing on the proposed amendment to the Plan. At least once within the five-year term of this Implementation Plan, the Agency must conduct a public hearing and hear testimony of all interested parties for the purpose of reviewing the Plan and the corresponding implementation within each Project Area. This hearing must take place no earlier than two years and no later than three years after the adoption of the Implementation Plan. Redevelopment Agency of the City of San Bernardino Five-Year Implementation Plan—December 2004-2009 71 ,-"&x Redevelopment Agency of the City of San Bernardino San Bernar no Five-Year Implementation Plan-Housing Component 2004/05 through 2008109 Ten-Year Affordable Housing Compliance Plan 2004/05 through 2013/14 Adopted January 22, 2007 Prepared For Redevelopment Agency of the City of San Bernardino 201 North E Street, Suite 301 San Bernardino, CA 92401 Prepared By: (q RSG INTELLIGENT COMMUNITY DEVELOPMENT ROSENOW SPEVACEK GROUP INC. 309 West 4th Street Santa Ana,California 92701-4502 Phone:(714)541-4585 Fax:(714)541-1175 E-Mail:info webrsg.com Housing Component to tike Five Year Implementation Plan & Ten-Year Affordable Housing Compliance Plan Redevelopment Agency of the City of San Bemardino Table of - Introduction.................................................................................... 1 The Inland Valley Development Agency ("IVDA") Project Area...............2 IVDAHousing Policy..................................................................................... 3 Housing Compliance Plan............................................................................4 Legal Requirements for Housing Compliance Plans.................................4 Contents of the Housing Compliance Plan................................................. 5 Purpose........................................................................................................... 6 Methodology................................................................................................... 6 Housing Goals and Objectives.....................................................................7 Affordable Housing Production Needs...........................................9 Definitions and Data Compilation................................................................ 9 Units Constructed or Substantially Rehabilitated Within the Project Areas............................................................................................................. 10 Aggregation of Affordable Housing Units Amongst All Project Areas.. 13 Inclusionary Housing Obligation Status................................................... 14 Inventory of Existing Deed-Restricted Units............................................. 14 Affordable Units Required.......................................................................... 15 Current Five-&Ten-Year Period Inclusionary Unit Need.................. 16 Replacement Housing Production Needs .................................... 17 Estimated Housing Fund Resources & Projected Expenditures . 19 Low and Moderate Income Housing Fund................................................ 19 Targeting of Housing Fund Expenditures.................................................21 PAFORMS\HOUSING FORMS\REPLACEMENT-INCLUSIONARY\04-05 FIVE YR HOUSING IMP PLAN (WORD VERSION).DOC Income Categories Assisted.................................................................... 21 Family and Senior Housing...................................................................... 22 Other Funding Sources for Housing Programs.......................................22 Other City/Agency Revenues. ................................................................. 23 Federal/State Revenue Sources ............................................................. 23 Proposed Implementation Initiatives...........................................25 Housing Fund Expenditures 1999/00 through 2003/04 ................26 HousingElement Consistency.....................................................27 Affordable Housing Costs ............................................................28 Affordable Housing Cost Limitations...........................................29 Administration of the Housing Compliance Plan.........................31 Implementation Plan Adoption Process.................................................... 31 Mid-Term Implementation Plan Review Process .....................................31 Introduction This document is the Housing Component for the 2004-05 Redevelopment Agency of the City of San Bernardino's ("the Agency') Five-Year Implementation Plan and Ten-Year Affordable Housing Compliance Plan (the "Compliance Plan"). This document is inclusive of the area contained within the Inland Valley Development Agency ("IVDA") Redevelopment Project Area, located within the City of San Bernardino jurisdictional boundaries. This Housing Compliance Plan was adopted following a duly noticed public hearing held on January 22, 2007. In 1993, the State Legislature enacted Assembly Bill 1290, requiring all redevelopment agencies to adopt five-year implementation plans and ten-year housing compliance plans. In December 1994, the Agency adopted its first Five- Year Implementation Plan and Ten-Year Housing Production Plan pursuant to Section 33413(b)(4) of California Redevelopment Law("CRL"). Since that time, a second and a third Five-Year Implementation Plan have been adopted (in 1999 and 2004 respectively), and the Agency has maintained ongoing documentation and analysis of its housing activities, including the most recent Inclusionary Housing Plan Update, adopted in 2001. The Agency has determined that though the last Housing Plan Update was prepared in 2001, this document should be written to coincide with the 2004 Five Year Implementation Plan. Thus, this Housing Compliance Plan documents the planning period of 2004-05 to 2013-14; and from this time forward, the update of the Housing Compliance Plan will correspond with the adoption of the Agency's five-year implementation plan. The San Bernardino Mayor and Common Council created the Agency in 1958 with the charge of initiating and conducting redevelopment projects and activities within the City. On July 21, 1958, the Agency established the first redevelopment plan for the Meadowbrook Redevelopment Project Area by adopting Ordinance No. 2233. This Housing Compliance Plan covers collectively all of the Agency's Redevelopment Project Areas as follows: • State College • Central City North • Central City West • Southeast Industrial Park • Northwest • Tri-City • South Valle • Uptown • Mt. Vernon Corridor • 40th Street • Central City Projects Merged • Central City East • Central City South • Meadowbrook • Central City ROSENOW SPEVACEK GROUP,INC. PAGE 1 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO All of the above mentioned redevelopment project areas are collectively referred to as the "San Bernardino Project Areas". This Compliance Plan incorporates a summary of the Agency's affordable housing production activities since adoption of the constituent areas of the San Bernardino Project Areas and presents an affordable housing production plan for the second ten-year planning period (2004- 05 through 2013-14). The Agency has adopted a total of fourteen (14) Redevelopment Project Areas. Four of these Project Areas were merged to create the Central City Merged Project Area, as described below. Currently, the eleven (11) existing Project Areas encompass an estimated 8,497 acres of the City's incorporated territory. The San Bernardino Project Areas were adopted on the following dates: • The Central City Project Area consists of four merged project areas: the Meadowbrook Project Area (adopted July 21, 1958), the Central City East Project Area (adopted May 3, 1976), the Central City South Project Area (adopted May 3, 1976) and the Central City Project No. 1 (adopted February 23, 1965). The merging of these Project Areas was completed in 1983. • The State College Redevelopment Project Area, adopted on April 27, 1970. • The Central City North Project Area, adopted on August 6, 1973. • The Southeast Industrial Park Project, adopted on June 21, 1976. • The Central City West Redevelopment Project Area, adopted on February 17, 1976. • The Northwest Redevelopment Project Area, adopted July 6, 1982. • The Tri-City Redevelopment Project Area, adopted on June 20, 1983. • The South Valle Redevelopment Project Area, adopted on July 9, 1984. • The Uptown Redevelopment Project Area, adopted on June 18, 1986. • The Mt. Vernon Corridor Redevelopment Project Area, adopted on June 25, 1990. • 40th Street Redevelopment Project Area, adopted on June 19, 2000. The San Bernardino Project Areas are located in the City of San Bernardino ("the City'), in the County of San Bernardino, California which is approximately 60 miles east of Los Angeles. The largest city within the county, San Bernardino has a population of 194,643 serving as an urban center. The time and financial limitations for the San Bernardino Project Areas are identified in Appendix A. The Inland Valley Development Agency CIIVDA"J Project Area The IVDA and participating jurisdictions, including the City, have entered into an agreement whereby said jurisdictions have agreed to administer IVDA's Low and ROSENOW SPEVACEK GROUP, INC. PAGE 2 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO Moderate Income Housing Funds to increase and improve the communities' supply of low and moderate housing available at affordable housing costs to persons and families of low and moderate and very low income households. IVDA is a joint powers authority comprised of the Cities of Colton, Loma Linda, San Bernardino and the County of San Bernardino (the "County"). The IVDA was formed in response to the federal government's decision to close the Norton Air Force Base. Under the CRL, specific authority was granted to these jurisdictions to form a redevelopment project area within the territory surrounding, adjacent, or in proximity to the Norton Air Force Base. The IVDA Project Area was adopted by an Ordinance of the IVDA on July 18, 1990. The IVDA Project Area covers approximately 14,000 acres within approximately 22,400 (assessor's) parcels. The IVDA Project Area includes the Norton Air Force Base and much of the surrounding and adjacent territory. The majority of land within the IVDA Project Area falls within the City and County unincorporated territory, with somewhat smaller areas falling within the Cities of Colton, Loma Linda and Redlands. IVDA Housing Policy Pursuant to the current IVDA affordable housing program, the 20% housing set- aside funds are transferred by the IVDA to the member agencies, who in turn use these funds for specific affordable housing development activities either within the portion of the IVDA Project Area situated within each of the member agency's jurisdiction or elsewhere in the territorial jurisdiction of the member agency. Each member agency provides the IVDA with an annual written report on the member's use of such affordable housing funds. Under the provisions of CRL Section 33413(b)(2)(ii), when a redevelopment agency produces an affordable housing unit outside its project area, the agency may only claim a 50% "inclusionary housing credit" for such a housing unit. Under the prior IVDA Low- and Moderate-Income Housing Fund transfer and reporting program, the IVDA could be allocated 100% of the credit for production of such affordable housing units. On September 14, 2005 the IVDA adopted Resolution No. 2005-08 which permitted each member jurisdiction that adopts an acceptance resolution of the IVDA Inclusionary Housing Policy to receive 100% of the inclusionary/replacement housing credits for any developed or newly rehabilitated housing unit undertaken by the member jurisdiction or its duly formed redevelopment agency within the IVDA Project Area which is also within the territorial jurisdiction of such member jurisdiction. The Agency on November 7, 2005 adopted Resolution No. CDC2005-38 which accepted the IVDA Inclusionary Housing Policy. The Agency is now able to receive 100% of the inclusionary/replacement housing credits for developed or rehabilitated housing units within the IVDA Project Area. As such, this Compliance Plan encompasses both those units created/replaced within the San Bernardino Project Areas and the IVDA Project Area which are to be collectively referred to as the"Project Areas". ROSENOW SPEVACEK GROUP, INC. PAGE 3 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO Although the IVDA has been transferring its 20 percent housing set-aside funds annually to the Agency, it should be noted that the IVDA, the legislative body which controls its 20 percent set-aside, could make a finding and determination to withhold these funds at any time. Consequently, any and all IVDA funds should be treated and used as"estimates and projections". Housing Compliance Plan The Housing Compliance Plan serves as a blueprint for current and future Agency activities within the Project Areas and outlines how it will meet its low and moderate income housing responsibilities and eliminate blight. This Housing Compliance Plan presents a summary of the Agency's inclusionary and replacement housing programs as mandated by Sections 33413(b)(4) and 33490(a)(2) and (3) of CRL Section 33000 et. seg. Specifically, it presents a forecast of the number of affordable housing units that may be required over the ten-year planning period (fiscal years 2004-05 through 2013-14), and assesses the Agency's plans to facilitate the creation of the required number of affordable housing units within this timeframe. Adoption of a Housing Compliance Plan does not constitute approval of any specific project, program, or expenditure; and it does not change the need to obtain any required approval of a specific program, project, or expenditure from the Agency or community. The Housing Compliance Plan is a general statement of direction rather than an unalterable course of action. As such, in order to effectuate its purposes due to unknown circumstances or new opportunities that arise from time to time, the Agency may amend the Housing Compliance Plan during the five-year term at any point, including but not limited to the mid-term opportunity as required by CRL. Legal Requirements for Housing Compliance Plans The State College, Central City North, and Central City Project Areas were created prior to the integration of the Inclusionary Housing Requirement into the CRL. Therefore, pursuant to Section 33413(d)(1) of the CRL, inclusionary housing requirements apply only to redevelopment plans adopted on or after January 1, 1976 (inclusionary requirements). Hence, the inclusionary housing requirements of the CRL do NOT apply to the State College, Central City North, Meadowbrook and Central City Project Areas. However, because the State College, Central City North, Meadowbrook and Central City Project Areas generate housing set aside funds on an annual basis, the Agency is required to spend such funds to preserve, improve, and increase the stock of housing that is affordable to very low, low, and moderate income households. Accordingly, this Housing Compliance Plan delineates the projects and programs that the Agency conducts to meet this task for these project areas(set-aside requirements). Pursuant to the requirements of Section 33413(b)(4) and 33490(a)(2) and (3) of the CRL, this Housing Compliance Plan sets forth the Agency's program for ensuring that the appropriate number of very low, low, and moderate income housing units will be produced as a result of new construction or substantial rehabilitation. In addition, this Housing Compliance Plan is to address the ROSENOW SPEVACEK GROUP, INC. PAGE 4 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO Agency's plans to develop replacement housing destroyed or removed as a result of Agency participation in a redevelopment project(replacement requirements). California Health and Safety Code provides definitions and requirements for the allocation of housing funds as summarized below: California Health and Safety Code defines and limits assisted income categories as follows: Very low Income - persons or households whose gross income does not exceed 50%of the area's median income; Low Income - persons or households whose gross income are greater than 50% but do not exceed 80% of the area's median income; and Moderate-Income — persons or households whose gross income are greater than 80% but do not exceed 120% of the area's median income. Additionally, Section 50106 of the California Health and Safety Code defines Extremely Low-Income as persons and families at 30% of the area median, adjusted for family size. The CRL also requires the Agency target its expenditures of housing set-aside funds on the provision of housing affordable to very low, low, and moderate income households. Projects assisted through housing set-aside funds must olds that fit these income categories for period of 45 remain affordable to households g p years for ownership units and 55 years for rental units. The California Health and Safety Code defines Affordable Housing Cost as: Very-low - Not more than 30% of 50% of the County median household income; Low - Not more than 30% of 70% (or 60% for rental projects) of the County median household income; and Moderate - Not more than 35% of 110% (or 30% of 1 10% for rental projects) of the County median household income. Contents of the Housing Compliance Plan This Housing Compliance Plan has been developed to accomplish the following goals: • To account for the number of affordable dwelling units, either constructed or substantially rehabilitated, in the Project Areas since adoption; ROSENOW SPEVACEK GROUP,INC. PAGE 5 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO • To forecast the estimated number of dwelling units to be privately developed or substantially rehabilitated between fiscal years 2004-05 and 2013-14 and over the duration of the constituent Redevelopment Plan; • To forecast the estimated number of dwelling units to be developed or substantially rehabilitated by the Agency between fiscal years 2004-05 and 2013-14; • To project the availability of Agency revenue for funding affordable housing production; • To identify implementation policies/programs and potential sites for affordable housing development; • To establish a timeline for implementing this Housing Compliance Plan to ensure that the requirements of CRL Section 33413 are met during the ten- year period between fiscal years 2004-05 and 2013-14; and • To review the consistency of Agency affordable housing goals, objectives, and programs pursuant to the City's Housing Element. Purpose Since 1976, redevelopment agencies have been required to assure that at least 30% of all new or substantially rehabilitated units developed by an agency are available at affordable costs to households of very low, low, or moderate income. Of this 30%, not less than 50% are required to be available at affordable costs to very low income households. Further, for all units developed in the project area by entities other than an agency, the CRL requires that at least 15% of all new or substantially rehabilitated dwelling units within the project area be made available at affordable costs to low or moderate income households. Of these, not less than 40% of the dwelling units are required to be available at affordable costs to very low-income households. These requirements are applicable to housing units as aggregated, and not on a project-by-project basis to each dwelling unit created or substantially rehabilitated unless so required by an agency. In 1994, the CRL was amended to require redevelopment agencies to prepare a plan that demonstrated how the agency would achieve the aforementioned affordable housing mandates. Commonly referred to as a Housing Compliance Plan, the CRL also requires agencies to update the Compliance Plan every five years in conjunction with the preparation of their Five-Year Implementation Plan. Methodology This Housing Compliance Plan takes into account all residential construction or substantial rehabilitation that has occurred within the Project Areas since their adoption in order to determine affordable housing production needs; it accounts for existing residential construction and substantial rehabilitation, and includes ROSENOW SPEVACEK GROUP, INC. PAGE 6 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO projections of new dwelling units that may be constructed or substantially rehabilitated during the ten-year planning period'. Historical construction and substantial rehabilitation statistics were provided by Agency staff and are based on the number of building permits completed in the Project Areas. The forecast of future housing construction has been based upon General Plan build out figures for each Project Area. The total number of units remaining to be built in order to achieve build out for each of the Project Areas has been equally spread over the number of years that each Redevelopment Plan remains effective. It should be noted that neither the existing housing stock nor projections for future dwelling units include any units to be developed by the Agency. However, the Agency will continue to cooperate with and provide assistance and incentives to private developers in order to meet affordable housing production needs. Housing Goals and Objectives The housing goals and objectives for the term of this Housing Compliance Plan are: To expand, improve, and preserve the City's supply of low and moderate income housing by utilizing the resources and powers within the City to implement and assist in development of affordable units. ❖ Promote equal housing opportunities for all residents of the City by encouraging the development of a variety of types of housing to meet the needs of all income levels. Continue to improve the condition of existing affordable housing stock and revitalize neighborhoods through the prevention and rehabilitation of dwelling units that show signs of deterioration. ❖ Transform San Bernardino from a "City of Renters" into a "City of Owners" by providing down payment assistance to help homebuyers with the purchase of affordable housing, both existing and new construction. Also, through a Joint Powers Authority, continue to participate in the Lease-to-Own program, in which renters lease a home for up to three years with the option to purchase. ❖ To comply with the replacement and inclusionary housing requirements mandated by CRL by providing density bonuses and/or regulatory financial incentives to developers who propose to include a specified percentage of units to be set aside at affordable prices for individuals or families of very low, low, and moderate income. ❖ To establish partnerships with for- and non-profit organizations to promote and expand development of affordable housing. Excepting those units developed in the Agency's pre-1976 Project Areas. ROSENOW SPEVACEK GROUP, INC. PAGE 7 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO Ensure that Agency Housing Funds spent for general administrative activities are not disproportionate to the amounts actually spent to produce, increase, and preserve housing. •:• To leverage the Agency's Housing Funds with other resources in order to promote affordable housing. ❖ Develop new, and continue to use existing programs that assist in the creation and preservation of existing affordable housing units to individuals or families of very low, low, and moderate income. ❖ Encourage mixed use development in designated areas. ❖ Continue to encourage and facilitate the construction of affordable infill single family housing on a community-wide basis, with concentration in Project Areas. Encourage the rehabilitation and preservation of affordable multifamily rental housing units to assist in stabilizing problem multifamily projects in distressed areas. To utilize the goals and policies established in the City's 2003 Housing Element to guide the efforts of the Agency in its development of future affordable housing programs. Since the adoption of the first Housing Compliance Plan in 1994 (the "1994 Housing Compliance Plan"), the Agency has actively pursued projects, programs, and activities that meet the Agency's goals, as set out above. The City's comprehensive housing program will continue to be implemented throughout this planning period. These programs are designed to significantly enhance and upgrade the Community's housing stock and improve the overall quality of life of San Bernardino residents. ROSENOW SPEVACEK GROUP,INC. PAGE 8 Affordable Housing Production Needs This section describes the Agency's production needs for the ten-year planning period (2004-05 through 2013-14) and over the remaining duration of the constituent Redevelopment Plans. Definitions and Data Compilation This Housing Compliance Plan includes figures for existing residential construction and substantial rehabilitation, and projections for the number of additional dwelling units to be constructed or substantially rehabilitated during the next ten (10) years. The following sections define "new construction" and "substantially rehabilitated" as used in this Housing Compliance Plan, as well as the methodology used for collecting data on both existing and projected housing units. ➢ New Construction. The Agency staff and City Planning staff provided original construction statistics used in the 1994 Housing Compliance Plan. Because the CRL does not provide a clear definition for new construction, the Agency staff, consultant, and legal counsel have agreed upon a "definition" for new construction. For the purposes of this Housing Compliance Plan, new construction represents building permits issued for the construction of new dwelling units actually built since the respective adoption dates of the Project Areas until the 1994 Housing Compliance Plan preparation were counted and considered to be new construction dwelling units; therefore, these units would fall under the requirements for production of affordable housing within the Project Areas pursuant to Section 33413 of the CRL. Projections of new units from 1994 through 2004 have been based upon the established projections and estimates contained in the 1994 Housing Compliance Plan. ♦ Projections for new housing construction are affected by numerous complex factors such as: the general health of the local, regional, and national economy; employment levels; competition; practices and health institutions and inventory of existing housing. Based upon the recent economic trends, projection of the number of new units to be constructed over the next ten (10)years is difficult. Projections for future dwelling units to be constructed within the Project Areas used in the First and Second Housing Compliance Plan were based upon existing land uses, recent historical trends of building permits issued for residential units as detailed in the prior plans and General Plan build-out estimates. ♦ Future projections of new units have been based once again on General Plan build out figures. Staff does not anticipate that the Project Areas will experience full build out within the next ten (10)-year time frame(2004/05 through 2013/14) covered by this Housing Compliance Plan but will within the term of each of the Redevelopment Plans. Projections of future units have been evenly distributed over the remaining life of each of the Project Areas. ROSENOW SPEVACEK GROUP,INC. PAGE 9 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO ♦ It should be noted that neither the existing housing stock nor projections for future dwelling units in the Project Areas includes any units to be developed by the Agency. According to Agency staff, the Agency does not anticipate directly developing or rehabilitating any dwelling units which would trigger the thirty percent (30%) affordable housing requirement of Section 33413(b)(1) within the ten (10}- year time frame of this Housing Compliance Plan. However, the Agency will continue to cooperate with and provide assistance and incentives to private developers and nonprofits in order to meet affordable housing production goals. ➢ Substantial Rehabilitation. The CRL, as amended by AB 1290, defines "substantial rehabilitation" as: ♦ "....rehabilitation, the value of which constitutes 25 percent of the after rehabilitation value of the dwelling, inclusive of the land value." 33413(b)(2)(A)(iv) As defined by the CRL"substantially rehabilitated dwelling units" means: ♦ "On or after January 1, 2002, ......substantially rehabilitated dwelling units means all units substantially rehabilitated, with agency assistance. Prior to January 1, 2002 substantially rehabilitated dwelling units means multifamily rented dwelling units with three or more units or substantially rehabilitated regardless of whether there is agency assistance and, with agency assistance, single-family dwelling units with one or two units." 33413(b)(2)(A)(iii) Units Constructed or Substantially Rehabilitated Within the Project Areas The following charts illustrate the number of units already developed or substantially rehabilitated within the applicable Project Areas; and project future development or rehabilitation over both the planning period and the life of the respective Project Area. Projections take into account development projects the Agency is aware of, but this method can only forecast into the near future with varying degrees of accuracy. Thus, projections are also based upon available land and associated General Plan land use densities. Table 1-A summarizes the number of affordable income units required. The following Tables 1-13 through 1- H detail by Project Area the number of units built or substantially rehabilitated within the Project Areas since adoption of their respective Redevelopment Plans. General Plan land use densities are depicted in Table 2. Table 1-A San Bernardino Economic Development Agency Inclusionary Housin g Obligation mary Total Number of L&M Units Developedl Number of Very Low,Low& VL Units Required ALL PROJECT AREAS-SUMMARY OF UNITS Rehabilitated Units Moderate Units Required Over Over Life of Produced Re fired Life of Plan Plan UNITS BUILT PRIOR TO 6/3012001 750'. 115 49 72 UNITS BUILT/SUBSTANTIALLY REHABILITATED 2001/02_2003/04_ ___ 106 20 11 15 UNITS BUILT/SUBSTANTIALLY REHABILITATED 2004_/05_-2_0.13/14__ _ _ .__1220;_ _ 187 _ 80 _120 7o Be Built/Provided Over Remaining Project Term Private/15% 641 100 43 63 TOTAL UNIT PRODUCTION FOR ALL PROJECT AREAS OVER TERM OF PLANS 27171 422 183 270 ROSENOW SPEVACEK GROUP,INC. PAGE 10 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO Table 1-B San Bernardino Economic Development Agency Inclusionary Hou ng Obligation Status Number of Total Number of VL Units L&M Units ' Project Area Developed/ Units Very Low,Low& Required Over Required Rehabilitated Moderate Units Over Life of Produced Required Life of Plan plan Bull from date of amt through June 30 2001 _ Private/15%_ _ 113 ___17 _ 7 11 -- SUBTOTAL 113 17 7 11 Q Substantiall Rehabilitated Private/15% 2 1 1 1 N N New Construction Private/15% 66 10 4 6 SUBTOTAL 68 11 5 7 o° Substantially Rehabilitated _ Private/15% 6 v N N New Construction Private/15% 30 5 2 3 SUBTOTAL 36 61 3 4 Units Expected to be Built/Provided Over Remaining Project Tenn 58 9 4 6 TOTAL UNITS OVER TERM OF PLAN 275, 43 19 28 Table 1-C San Bernardino Economic Development Agency Inclusionary Hous ng Obligation Status Developed) Number of L Very Low,Low& VL Units Required Project Area Rehabilitated Units Moderate Units Required Over Over Life of Produced Life of Plan Required Plan _ Built from dale of adopt through June 30 2001 Private/15% 365 55 22 33 SUBTOTAL 3651 55 22 33 Substantially Rehabilitated__ Private/15% 01 0 ,.___0 _-0 �v --.._. _. _ _._ _.-- ----._.------- -- - ------ --- 0 o r New Construction Private/15% 0 0 0 0 SUBTOTAL 0 0 0 0 i o y S-u bs-tan-hallyRhabilitated —-----__. _.. - ---------_. --- Pr-iv ale-1 % _ ___- 12 ---. _._-- ----- 2 - °`r2 New Construction Private/15% 131 2 1 2 SUBTOTAL 25! 4 ?21 4 Units Expected to be BUtit/Provided Over Remaining Project Tenn 261 4 3 TOTAL UNITS OVER TERM OF PLAN 416 63 26 40 Table 1-D San Bernardino Economic Development Agency Inclusionary Hou ng Obligation Status Number of Total Number of VL Units L&M Units Project Area Developed) Units Very Low,Low 8 Required Over Required Rehabilitated produced Moderate Units Life of Plan Over Life of Required Plan W Solittr ill z: Built from date of adopt through June 30,2001- -- _ _ Private/15%_ _ 72 11 -- 5 _- 7 SUBTOTAL 72 11 5 7 Substantially Rehabilitated __- _Private/15%_ 0 0 0 o New Construction Private/15°/ 0 0 0 0 SUBTOTAL 01 0 0 0 o Substantially Rehabilitated Private/15% 12 2 1 2 oL New Construction Private/15% 82 13 6 8 SUBTOTAL 94 15 7 10 Units Expected to be Built/Provided Over Remaining Project Term 15 3 2 2 TOTAL UNITS OVER TERM OF PLAN 1811 29 14 19 ROSENOW SPEVACEK GROUP,INC. PAGE 11 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO Table 1-E San Bernardino Economic Development Agency Inclusionary Housing Obligation Status ! Number of Total Number of VL Units L&M Units i Developed! 1, Very Low,Low 8 Required Project Area Rehabilitated Units 11 Moderate Units Required Over Over Life of Produced Required Life of Plan Plan Built from date of adopt through June 30 2001 Private/15% 391 6 3 4 SUBTOTAL 391 6 3 4 o Substantially Rehabilitated Private/15% 7, 2 1 2 0 0 New Construction Private/15% 2 1 1 1 SUBTOTAL 91 3 2 3 o e Substantially Rehabilitated _ Private/15%_ _121 2 __- 1 2 o� New Construction Private/15% 6 1 1 1 SUBTOTAL 18 3= 2 3 Units Expected to be Built/Provided Over Remaining Project Term 14 3 2 2 TOTAL UNITS OVER TERM OF PLAN 801 151 9 12 Table 1-F San Bernardino Economic Development Agency Inclusionary Hous ng Obligation Status Total Number of L&M Units Developed/ Number of Very Low,Low& VL Units Required Project Area Rehabilitated Units Moderate Units Required Over Over Life of Produced Required Life of Plan Plan Mt.Vernon Built from date of adopt throw h June 30,2001 Private/15% _. 1041 _ 16-- 7 10 SUBTOTAL ---- 104. _- 16 7 10 v Substantially Rehabilitated _ _Private/15%_ 3 1 1 1 00 New Construction Private/15% 3 1 1 1 SUBTOTAL 6 2 2 2 Q v Substantiall Rehabilitated Private/15% 61 _ 1 1 1 v o ° I New Construction Privale/15% 11 2 1 2 SUBTOTAL 17'x. 31 2 3 Units Expected to be BuiltProvided Over Remaining Project Term 321 5 2 3 TOTAL UNITS OVER TERM OF PLAN 1591 26� 13 18 Table 1-G San Bernardino Economic Development Agency Inclusionary Hou ng Obligation Status Number of VL Units Total Number of L&M Units Project Area Developed/ Units I,. Very Low,Low& Required Over Required Rehabilitated Produced Moderate Units Life of Plan Over Life of Required Plan Built from dated adopt through June 30,2001 Private/15%— SUBTOTAL 1i 1 1 1 Substantiall Rehabilitated Private/15% 0'. 0 0 0 °O New Construction Private/15% 01 0 0 0 SUBTOTAL 01 0 0 0 o Substantiall Rehabilitated Private/15% 611 1 1 1 v° ° New Construction Private/15% 211 4 2 3 SUBTOTAL 1 271 5 3 4 Units Expected to be Built/Provided Over Remaining Project Term 9 2 1 2 TOTAL UNITS OVER TERM OF PLAN 371 8 51 7 ROSENOW SPEVACEK GROUP,INC. PAGE 12 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO Table 1-H San Bernardino Economic Development Agency Inclusionary Housing Obligation Status Total Number of L&M Units Number of I VL Units Project Area Developed/ Units I Very Low,Low& Required Over Required Rehabilitated I Moderate Units Over Life of Produced Required Life of Plan Plan _IVDA Within t J rctwit 01110 CftY Of,40 SernWdlno Built from date of adopt through June 30,2001 Privatel1 5% 561 9 4 6 SUBTOTAL 56� 9 4 6 Private/1 5%0 0 - -- Privatell5 0 --- -gip 4 2 3 Substantially Rehabilitated_ N N New Construction 0 0 0 SUBTOTAL 231 4t 2 3 o Substant ally Rehabilitated Private/15% 1921 29 12 18 ° New Construction Private/15% 8111 49 74 SUBTOTAL 1003 151 61 92 Units Expected to be Built/Provided Over Remaining Project Term 487 74 30 45 TOTAL UNITS OVER TERM Of PLAN 15691 238 971 146 Note 1:The Southeast Industrial Park and Central City West Project Areas are strictly commercial land uses with no residential possible regardless of zoning. Note 2:All figures are rounded up. Table 2 illustrates the General Plan land use densities used to project potential construction over the remaining life of each Project Area. In many cases, the City's General Plan designates different per acre development standards for senior housing, as shown below. TABLE 2 GENERAL PLAN LAND USE DENSITIES Gene"rat Res�dent�al Senior, Plan Land Un�tsl�►cre Units/Acre use - RE 1 N/A RL 3.1 N/A RS 4.5 N/A RU 9 14 RM 14 21 RMH 24 36 RMH-20 20 N/A RH 36 54 CO 0 47 CG-1 12 0 CG-2 18 31 C R-2 54 130 Aggregation of Affordable Housing Units Amongst All Project Areas Section 33413(b)(2)(A)(v)provides that redevelopment agencies may"aggregate new or substantially rehabilitated dwelling units in one or more project areas if the agency, finds based upon substantial evidence, after a public hearing, that the aggregation will not cause or exacerbate racial, ethnic, or economic segregation." The Agency, with the adoption of its 1994 and 2001 Housing Compliance Plans, has previously taken action to aggregate its new and substantially rehabilitated units among all of its Project Areas. The Agency will consider similar action at the Public Hearing set to consider adoption of this Housing Compliance Plan. ROSENOW SPEVACEK GROUP,INC. PAGE 13 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO It is beneficial to the Agency to take this required action that will allow for combining all inclusionary housing obligations (from each separate Project Area), and allow the Agency to address providing the required units as a single obligation (within all of the Project Areas and City territory). This approach gives the Agency the flexibility of providing the required inclusionary units anywhere within the City without losing 50% credit for a unit not placed within a specific Project Area. Further, taking action to continue the aggregation does not mean that the Agency will place units in only one area. It is anticipated by this Housing Plan that the Agency will make the required finding to continue the aggregation of required affordable units. Inclusionary Housing Obligation Status The Agency has historically been prolific in securing credited affordable units, therefore far exceeding it's obligation for producing restricted units based on the amount of new construction and substantial rehabilitation in the Project Areas. Tables 3 and 4 in the next section detail the Agency's inclusionary housing obligation status, including total units constructed to date in the Project Areas, those units with deed restrictions, and those expected to be constructed from July 1, 2004 through the term of expiration for each of the constituent Redevelopment Plans. At the end of the first planning period on June 30, 2004, the Agency had a significant surplus of required units: a total surplus of 898 units, 567 of which are affordable at the very low income category. The Agency expects to continue exceeding their requirements in the current planning period. Inventory of Emdsting Deed-Restricted Units As required by Section 33490 of the CRL, Table 3 presents a summary of the Agency's existing deed-restricted affordable units. Appendix B provides a detailed inventory of the Agency's existing deed-restricted affordable units by year. To date, the Agency's efforts have yielded 1,106 affordable units. Of the 1,106 credited restricted units provided, approximately 659 affordable units are reserved for very low income, 309 units have been provided for persons or families of low income, and 139 units have been provided for persons or families of moderate income. (These figures exclude manager's units that are included as a part of the multifamily housing projects. All figures are rounded.) ROSENOW SPEVACEK GROUP, INC. PAGE 14 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO TABLE 3 SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY LIST OF INCLUSIONARY HOUSING UNITS F ~Through 1994 1.0 1.0 9.0 9.0 13.0 13.0 23.0 23.0 1995&1996 1.01 1.01 21.0 21.0 29.0 29.0 51.0 51.0 1997 6.0 6.0 3.0 3.0 1.0 1.01 10.0 10.0 1998 11.0 11.0 11.0 11.0 1.0 1.0 23.0 23.0 1999 8.0 8.0 29.0 29.0 1.0 1.0 38.0 38.0 2000 104.0 104.0 61.0 61.0 15.0 15.0 180.0 180.0 2001 21.5 21.511 47.0 47.0 18.0 18.0 86.5 86.5 2002 242.0 242.0 77.0 77.0 44.5 44.5 363.5 363.5 2003 3.0 3.0 14.0 14.0 14.0 14.0 31.0 31.0 Through June 30,2004 225.0 225.0 4.0 4.0 2.0 2.0 231.0 231.0 Through June 30,2005 36.0 36.0 33.0 33.0 0.0 0.0 69.0 69.0 Total Units Provided 659 ' 659 309 309 139 139 1,106 1,106 Affordable Units Required Based upon the forecast of housing construction presented earlier and the inventory of affordable housing projects completed to date, Table 4 presents the computation of the Agency's affordable housing production requirements for the ten-year planning period, as well as the remaining duration of each of the constituent Redevelopment Plans. ROSENOW SPEVACEK GROUP, INC. PAGE 15 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO TABLE 4 STATE REQUIREMENTS ACTUAL AGENCY PRODUCTION Inclusionary Units Credited Inclusionary Surplus/Deficit of Total Units Produced Required Inclusionary _ .0 ' Required Units Produced Units •- 0 fill 15% 60% 1 40% 15% 60% 1 40% • • • • 3 m R m o aEi aEi d o u v o�.a t Zc nx I- "a o 'v ,. 'o 0o ario ?`-' 6 iu mN U N �W �X >cc =a �a >a con >o TIME FRAME Through 6-30-2001 Actual Agency Developed Credited Units Through 6-30-2001 Actual Privately Developed 750 31 781 1 117 1 70 47 Total Pre June 30 2001 750 31 781 117 70 47 Pre 2001 Affordable Inclusionary Units Produced and Restricted 412 259 153 1st Planning Period(2001102-2003/04) _ 626 156 470 — — - — ------------ - --- -- 2001102 through 2003104 Agency Developed/Substantially Rehabilitated - - - Privately Developed/Substanbally Rehabilitated 106 37 143 21 13 9 Total at End of 1st Planning Period 856 68 924 139 83 55 1,037 415 623 898 + 567 + 2nd 10-Year Plannino ;1 Perod 2004/0851.02�013!14 s S(:s YAS X00 *tt h o 69 ... .. Projected Units 04105-08/09 A enc Develo ed/Substantial) Rehabilitated Private) Develo ed/Substantial) Rehabilitated 487 123 610 92 55 37 SUBTOTAL 487 123 610 92 55 1 37 69 33 36 876 (*) 566 (+ '2NbS1iEARS-Y!)09F1b>i31i� , Projected Units 09110-13114 _Agency Developed/Substantially Rehabilitated - Privately Developed/Substantially Rehabilitated 487 123 610 92 55 37 SUBTOTAL 487 123 1 610 92 55 37 - - - 784 (+)1 530 (+ Total 2nd 10-Year Planning Period(2004105-2013/14) 974 246 1 1,220 183 1 110 1 73 1 69 33 1 36 1 784 (+) 530 (+ Unit construction figues obtained from the following sources,San Bemardino County Assessor Data,City of San Bernardino and prior Housing Compliance Plan.All numbers rounded. Values for credited inclusionary units in the current planning period are to date only and do not represent the total amount of units to be completed by the end of the period. Current Five- & Ten-Year Period Inclusionary Unit Need As detailed in Table 4, for the next five years (2004/05 through 2008/09), the Agency retains a significant surplus of very low, low and moderate affordable housing units. The 974 total units projected to be built and 246 units projected to be substantially rehabilitated during the ten year period in the Project Areas is a summary of each individual Project Area's projections as depicted in Tables 1-A through 1-H. As discussed earlier, pursuant to Section 33413(b) of the CRL, redevelopment agencies have been required since 1976 to assure that at least 30 percent of all new or substantially rehabilitated units developed by a redevelopment agency are available at affordable costs to households of very low, low, or moderate income. Of this 30 percent, not less than 50 percent are required to be available at affordable costs to very low income households. Further, for all units developed by entities other than a redevelopment agency, the CRL requires that at least 15 percent of all new or substantially rehabilitated dwelling units within the project area be made available at affordable costs to very low, low, or moderate income households. Of these, not less than 40 percent of the dwelling units are required to be available at affordable costs to very low income households. An Agency has met its inclusionary housing obligation when these requirements have been achieved. The Agency has produced 1,037 inclusionary units prior to fiscal year 2004-05, and an additional 69 inclusionary units have been produced in the current planning period. Thus a total of 1,106 inclusionary units have been produced to ROSENOW SPEVACEK GROUP,INC- PAGE 16 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO date, 659 of which are restricted for very low income households. Therefore, the Agency has far exceeded its inclusionary housing unit production requirement expected by the end of fiscal year 2013-14, showing a surplus of 784 units in total (530 for very low-income housing units) that are projected to be required affordable to very low income households. Nevertheless, during the next ten-year planning period, the Agency intends to continue its efforts to create and preserve low and moderate income affordable units. Production Replacement Housing - . The CRL also requires that whenever housing units occupied by low and moderate income persons or households are destroyed as part of an Agency project, the Agency is responsible for ensuring that an equivalent number of replacement units are constructed or substantially rehabilitated within the community. These units must provide at least the same number of bedrooms destroyed, and 100% of the replacement units' must be affordable to the same income categories (i.e. very low, low, and moderate) as those removed. The Agency receives a full credit for replacement units created inside or outside the Project Area. The Agency has participated in redevelopment projects that have resulted in the loss of units through 2003-04. Table 5 presents a summary of the housing units occupied by low and moderate income households that have been destroyed by Agency actions, as well as a projection of demolitions for the current planning period. Appendix C provides a detailed account of the housing units occupied by low and moderate income households that have been destroyed by Agency actions. Table 6 summarizes those replacement units which the Agency has created or reserved to meet its replacement housing obligations. Appendix D provides a detailed account of the replacement units which the Agency has created or reserved to meet its replacement housing obligations. 'Prior to January 1,2002,75%of all replacement units must be of the same income category as those displaced. ROSENOW SPEVACEK GROUP,INC. PAGE 17 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO TABLE 5 SUMMARY OF DWELLING UNITS DESTROYED OR REMOVED DIRECTLY OR INDIRECTLY BY THE AGENCY Units DestroyedC Time Penad Very Low Un>I#s Lovw Uinits Il�odera#e Umts F emoV 1994-1998 101 93 8 0 1999-2004 256 163 70 23 2005-20144 145 28 115 2 Total 502 284 193 25 A detailed account of the housing units occupied by low and moderate income households that have been destroyed by Agency actions is provided in Appendix C. 2 Number of units to be demolished from 2005-2014 is based on information from Agency staff. TABLE 6 SUMMARY OF INVENTORY OF REPLACEMENT HOUSING UNITS Rpiacement � £ T>Ims i'enod Very Low Units Low Clni# Moderate Units 1994-19984 220 89 73 58 1999-2004 906 665 121 120 Total 1126 754 194 178 Appendix D provides a detailed account of the replacement units which the Agency has created or reserved to meet its replacement housing obligations. 2 CRL affords the Agency a four year time period to replace destroyed or removed units.Therefore units destroyed or removed between 1995 and 1998 may be replaced by units represented in the following time frame. The total number of units replaced prior to 2004 exceeds the requirement stated in Section 33413 of the CRL, leaving the Agency with a surplus to apply to demolitions in this planning period. ROSENOW SPEVACEK GROUP, INC. PAGE 18 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO Estimated Housing Fund Resources & Projected Expenditures Low and Moderate Income Housing Fund One of the Agency's primary sources of revenues for housing program implementation is the annual 20% housing set-aside deposits. These deposits reside in the Agency's Low and Moderate Income Housing Fund (the "Housing Fund"). The CRL requires that not less than 20% of all tax increment revenue allocated to the Agency must be used to increase, improve, and preserve the community's supply of housing available, at affordable housing cost, to persons and families of very low, low, and moderate incomes. Other sources of Housing Fund revenues include interest earnings, loan repayments, federal HOME funds, and developer loan proceeds. Table 7 presents staffs forecast of Housing Fund revenues and debt service for this ten-year Housing Compliance Plan period. Pursuant to the requirements of Section 33490 of the CRL, Table 7 identifies estimated amounts of available Housing Fund dollars expected to be deposited into the Housing Fund during each of the next ten years. ROSENOW SPEVACEK GROUP,INC. PAGE 19 z QZ a � wQ U < p Q W ... m O 0 0 0 0 0 W N m O 0 m W m r r W W O �" O N 0 W O N 0 0 0 0 0 0 0 Of O m N N N O O < a O C) n e a r in o Q �n rn 0 0 0 0 0 0 o Q M m M m r W N M m W O n W 0 0 0 0 0 0 o m m o Oi Q M p ^ O N m m in m W O 0 0 0 0 0 0 O M i[J M M m m Q r O U } = W Z O O N O N O W r M 0 0 0 0 0 0 O Q M N 0 0 W w m 0 0 W 0 ' ti7 0 0 0 0 0 0 O m W M M W -i W f M Q O O . 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Income Categories Assisted Pursuant to Section 33334.4(a) of the CRL, Housing Fund dollars must be expended for very low and low income persons in at least the same proportion to the City's fair share unit need as established by the Regional Housing Need Assessment(RHNA)for very low, low and moderate income units.The number of units in each income category in the City's RHNA figures may be adjusted for units not assisted by the Agency that feature 55-or 45-year covenants. According to the City's 2003 Housing Element, the current RHNA figures for the City cover the time period of 1998 through 2005. Table 8 indicates a citywide need for 1,223 upper income units, 734 moderate income units, 676 low income units, and 1,148 very low income units. Table 8 utilizes the unit need by income to arrive at the proportional spending minimums imposed by the 2002 changes made in the CRL. Based on these figures, the Agency's Housing Fund expenditures over the next ten years must be at a minimum directed as follows: 30.36% must be allocated to projects or programs for very low income persons and 17.88% for low income persons. The remaining 51.76% (the sum of the moderate income category at 19.41% and upper income category at 32.35%) of Housing Fund dollars may be allocated among very low, low and moderate income persons at the Agency's discretion. Table 8 City of San Bernardino Regional Housing Needs By Income Group(RHNA) 1998-2005 Housing Income Category Units Percent of Total Very Low(0-50%County median income) 1,148 30.36% Low(50-80%County median income) 676 17.88% Moderate(80-120%County median income) 734 19.41% U er over 120%Count median income 1,223 32.35% Total Housing Units 3,781 100% Source: Southern California Regional Housing Needs Assessment, Draft Figures 1999. ROSENOW SPEVACEK GROUP, INC. PAGE 21 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO Family and Senior Housing Section 33334.4(b) requires that Housing Fund expenditures for senior housing also be in proportion to the community's population of that age, according to the most recent Census. According to the 2000 Census, 15,266 (8.23%) of the City's 194,643 residents were over the age of 65. As such, not more than 8.23% of the Agency available housing fund revenues may be expended on senior housing projects. Table 9 presents a summary of the Agency's projected available dollar resources for the ten-year period with estimates of the proportional expenditures based upon the City's current RHNA needs (see Table 8). Additionally, pursuant to 33334.4 (b) of the CRL, it is projected that over the 10-year planning period the Agency shall limit expenditures for housing reserved for seniors (65 years of age or older) to 8.23%. The limitation is a recent requirement in the CRL, and does not apply to prior planning periods. TABLE 9 PROJECTED HOUSING FUND RESOURCES SUMMARY Beginning Cash Balance $8,999,013 2006 Bond Proceeds $25,000,000 Projected Tax Increment Set-Aside Revenue $71,865,720 Other Revenue Income to Housing Fund $3,019,314 Subtotal $108,884,046 Total Debt Service, Administration, and Operation $40,247,124 Net Revenue Available for Projects and Programs $68,636,923 Ten Year Estimated Allocation of Funds by Income Group RHNA% Income Group/Minimum Expenditures Projected Amount 30% Very Low $20,591,077 18% Low $12,354,646 52% Unrestricted (very low, low& moderate $35,691,200 Senior Citizen Housing Allocation Senior Population (Limitation) 8.23% $5,648,819 Other Funding Sources for Housing Programs All potential sources of funding will be actively pursued by the Agency in its efforts to implement the City's Housing Element. Key to this effort continues to be the establishment of relationships between public entities (especially the City)and the private sector. In recent years, San Bernardino's real estate market has improved due to the strong economy and increased demand for relatively affordable housing outside of Orange and Los Angeles County. San Bernardino's housing program recognizes that the "market" will drive certain aspects of producing affordable housing. Market factors have, and will continue to impact the amount of housing the Agency can effectuate given current revenues. Therefore, efforts to cooperate with other public entities and especially with the private sector, continues to be a priority. The goal being to produce, improve and protect the ROSENOW SPEVACEK GROUP,INC. PAGE 22 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO City's housing stock utilizing the Agency funds as leverage. In particular, the Agency will actively pursue the rehabilitation of multifamily product and to expand homeownership opportunities. Other City/Agency Revenues. Existing Agency funding requirements for the non-housing redevelopment funds include outstanding bonded debt obligations; pass through payments to taxing agencies, required programs/projects, rent and administrative costs. Because of these heavy funding commitments, no revenue from the Agency's Redevelopment (non housing) Fund will be available to assist with the implementation of affordable housing projects. Federal/State Revenue Sources Federal Programs The City is a recipient of Community Development Block Grant, HOME, and Emergency Shelter Grant funds from the Department of Housing and Urban Development. Allocations of these entitlement funds are based on a locality's population and on a number of other socio-economic indices, including overcrowded housing, poverty levels, growth lag, and age of the housing stock. The City and the Agency uses these federal funds to leverage additional public and private investment to fund activities that benefit very low, low and moderate income households and sustain services to the homeless and other special needs populations. ❑ Community Development Block Grant The City and the Agency use the Community Development Block Grant (CDBG) Program, which was established under the Housing and Community Development Act of 1974. CDBG funds must be used to eliminate blight, and to support public services and public safety. The City uses CDBG program funds primarily for infrastructure and supportive services in low-income areas. The City's CDBG allocation in FY 2005-06 is $4,052,434. ❑ HOME Program The HOME Investment Partnership Act of 1990 created the HOME program specifically to increase affordable housing opportunities. The Agency uses HOME funds to expand affordable housing opportunities through acquisition, and rehabilitation of selected multi-family housing projects. In FY 2005-06, the City received $1,605,422 in HOME funds. ❑ Emergency Shelter Grant Program The City is a recipient of Emergency Shelter Grant(ESG)funds. The formula- based grant was established in 1987 under the Stewart B. McKinney Homeless Assistance Act to assist homeless persons. In the City, ESG funds are used exclusively for activities relating to emergency shelters, transitional housing, employment and job training, drug and alcohol use abatement, and support services for the homeless. In FY 2005-06, the City received $156,327 in ESG funds. ❑ State Programs. In conjunction with the implementation of the City's comprehensive housing program, the Agency may utilize available affordable housing resources ROSENOW SPEVACEK GROUP,INC. PAGE 23 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO administered by the State Department of Housing and Community Development. Potential State housing programs, which could be utilized, include: • California Housing Finance Agency (CHFA) Multifamily Housing Rental Program: Provides below market rate financing through the issuance of tax-exempt bonds to builders and developers of multi-family and elderly rental housing. • CHFA Home Mortgage Purchase Program: CHFA sells tax- exempt bonds to make below market interest rate loans to first time homebuyers. The program operates through participating lenders who originate loans for CHFA purchase. • California Housing Rehabilitation Program Owner Occupant Component (CHPRO) Provides low interest loans for the rehabilitation of substandard homes owned and occupied by lower-income households. City and non-profits sponsor housing rehabilitation projects. • Multifamily Affordable Housing Program (MAPS Provides permanent financing monies for the acquisition, rehabilitation, preservation and new construction of affordable rental housing. ❑ Other Financial Resources • Low Income Housing Tax Credit: As part of the 1986 Tax Reform Act, units rent limited at 60% of median income and below are eligible to receive financial assistance under the tax credit program. The tax credit allocation process is extremely competitive both on a statewide and regional basis. • Tax Exempt Multifamily Mortgage Revenues Bonds: Use of the Mortgage Revenue Bonds is possible if one of the following criteria is met: at least twenty percent (20%) of the completed units are rented to households at or below fifty percent (50%) of the area median gross income; or at least forty percent (40%) of the units are rented to households at or below sixty percent(60%) of the area median gross income. Rents on tax credit units cannot exceed thirty percent (30%) of the maximum income limits based upon household size. ❑ Agency Financing. The Agency has the legal power to issue taxable or tax exempt bonds and notes for the development(including rehabilitation) of both single family and multifamily housing. Such said bonds would be issued under established federal and state requirements. ROSENOW SPEVACEK GROUP, INC. PAGE 24 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO Proposed Though the Agency anticipates exceeding its housing production needs for the planning period, additional affordable housing programs will be undertaken in order to meet long-term affordable housing needs for the Project Areas and the community as a whole. The initiatives and programs created to achieve the Agency's affordable housing goals are further described in Table 10. Redeve�opment Agency of the City of San Bernardino Table r Name Objective Timeframe Expenditures Arden-Guthrie South Housing Program Program directed at improving the housing supply in the Arden-Guthrie neighborhood. 3 Years $2,500,000 Program specifically tailored for fulltime tenure track faculty members of California State Califomia State University Professors University San Bernardino. Program will provide up to 20%,or an amount not to exceed 1 Year $1,000,000 Homebuyer Assistance Program $70,000,in down payment assistance to Professors purchasing a home in the City.Second year funding of$1,000,000 dependent on program success. Central City North Housing Programs Program targets improvement of housing conditions in the Central City North Project Area. 3 Years $3,000,000 First Time Homebuyer Assistance Program will provide to income eligible,first-time homebuyers,wishing to purchase a home in Ongoing $4,917,010 the City with up to 20%in down payment assistance. Program provides for the coordinating of public and private efforts to reduce lead-based paint hazards and protect young children by integrating lead hazard evaluation and reduction Lead Hazard Control activities into existing housing programs. Program also raises public awareness through 3 Years $71,040 educational materials. Mobile Home Grant Repair Program Program provides grants of up to$5,000 to mobile home owners for minor home repairs and Ongoing $442,984 improvements. Program provides grants of$5,000 to income eligible homeowners or tenants for exterior beautification within designated target areas. Grant may be used for exterior painting, Neighborhood Initiative Program landscaping, sprinklers, fencing, driveway, security lighting or roofing. Neighborhood 3 Years $1,271,238 Beautification Initiative Program(NIP)federal grant was allocated to the County of San Bernardino who uses the grant to provide financial resources to three major cities:City of San Bernardino, City of Highland and City of Redlands The Old Timers Foundation,a local non-profit corporation,performs minor and emergency Old Timer's Grant Program repairs to low-income homeowners(80%and below median income). The repairs do not Ongoing $830,918 exceed$750 per house. Eligibility requirements require that the applicant be a senior age 60,disabled,handicapped,or a recipient of SSI. Crime Fighting Program to reduce crime in the City by improving long-term outcomes for Operation Phoenix children, families and youth through a holistic approach of prevention, intervention and 7 Years $5,250,636 suppression Preserve all assisted multi-family rental housing al-risk of conversion to market-rate rental Preservation of Assisted Multi-Family Rental housing between 2000-2010 by working with public and/or private housing agencies that Ongoing Undetermined Housing have expressed an interest in right-of-first refusal for privately-owned assisted housing projects at-risk of conversion to market rate housing. Relocation Relocation assistance to those individuals displaced due to the acquisition of real property by Ongoing $1,032,923 the Agency Rental Assistance Provide security,first and last months'rent deposits to displaced persons through social Ongoing $2,162,385 service organizations. Program provides grants of up to$10,000 to income eligible homeowners occupying single family homes for exterior home beautification. Such improvements may include,roofing, NHS Maintenance Program Ongoing $9,146.740 exterior painting,windows,front yard landscaping,irrigation,wrought iron fencing,security lighting,drive way,front door entry. Finance mortgages in the construction of multifamily or senior housing units. At least 20%of Tax-Exempt Bond Financing these rental nits must be made available to low income families at 80%of Area Median Ongoing Undetermined Income. 11-Itility Rebate Program Program provides sewer,water,and refuse rebates to eligible owner-occupied households. Ongoing $698,192 ROSENOW SPEVACEK GROUP, INC. PAGE 25 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO Housing Fund Expenditures 1999/00 through 2003/04 Section 33490 (a)(C)(iv) requires agencies to report the amounts of Housing Fund dollars utilized to assist affordable units over the previous Implementation Plan Period (prior five-year period). Agency staff have identified Housing Fund dollars expended on affordable housing projects since 1999. The following Table 11 details the Housing Funds expended during this period. Please refer back to Table 3 for a break down of restricted units by income group and their term of restriction. TABLE 11 SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY EXPENDITURES OF HOUSING SET-ASIDE FUNDS FY Housing und Expenditure Category #of Units 0 of Units p of Units p of Units Total Increment Received in Low/Mod SeTA-side 9 p 9 ry Ve Low Low Moderate Housing Fund Expenditures %of TI Expended 1997-98 Agency: $ 3,082,250 1998.99 A v a $ 3,469,255 t I P 2000-01' TOTAL INCREMENT RECEIVED lAgency $ 3,305,354 EXPENDITURES --------------------—-------- —----- LAND ACQUISITION 53 009 SUBSIDIES _- MAP/FIRST TIME __ $_ 1388259 RENTAL SUBSIDIES $ 53,846 UTILITY REBATES $ 565.449 --_ OVERSHAW TRANSITIONAL HOUSING 15.000 _ RAMONA COMMUNTIY CENTER _ _. 42 395 CYPRESS MHP $ 177,581 NHS MAINTENANCE PROGRAM 312,330 OLDTIMERS GRANT PROGRAM__,____-__.___. ________ 63,923 NIP BEAUTIFICATIN _ _ __.._---------- --- -------. - �--------- 197.005 ARR GAP FUNDING -------- ----------------- $ 67,950 DEMOLITION $ 33,081 OTHER GRANT/MAINT PROGRAM__,___,___.___ DEBT SERVICE PRINCIPAL ---------- $ ---- INTEREST 17q g73 ADMINISTRATION_ _ 305,727 HOUSING CONSTRUCTION NR CASA RAMONA/HIGHLAND STANDBY 94 9 49 $ 178,735 NR PIONEER PLAZA 161 161 250,000 714 652 _ _—62 $ __255000 -- -------- -- 24 _ _ - -__ 229000 MAINTENANCE MHP $ 1128580 OTHER EXPENDITURES AND USES LEGAL ------ ------ . 80 784 11 CONSULTANTS ---------- - KuhtoTal 2001-02 TOTAL INCREMENT RECEIVED A enc 3.572.618 IVDA 904,636 EXPENDITURES LAND ACQUISITION 629,999 SUBSIDIES MAP/FIRST TIME 160,043 -_1 RENTAL SUBSIDIES __ _ _gq 322 UTILITY REBATES $ 34,914 DEBT SERVICE PRINCIPAL- - _- $ __Z3_0000 ___ _ __ 195 850 ---_ -_— ADMINISTRATION $ 389,014 HOUSING CONSTRUCTION CENTURY/ARROWVISTA _._ 38 HOUSING REHABILITATION ------------------ - ---------- -849 200_ ubto at ROSENOW SPEVACEK GROUP,INC. PAGE 26 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO TABLE 11-Continued SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY EXPENDITURES OF HOUSING SET-ASIDE FUNDS #of Units #of Units #of Units Total Increment Received in LOWIMOd Set-ASide h of T1 Ex ended FY Housing Fund Expenditure Category #of Units Very Low Low Moderate Housin Fund Ex nditures p 2002-03---- — - -- ------ -.-------- ---`.`___- TOTALINCREMENT.RECEIVED- __.___._____________- --.------..-------{------ -- A enc - — - 3.692.504 IVDA 657 638 EXPENDITURES LAND ACQUISITION 425.006, -- _ MAP/FIRST TIME __ __ _401006 RENTAL SUBSIDIES —_ _ _148047 _ ENERGY GRANT FROG 6168 UTILITY REBATES 32,007 DEBT SERVICE PRINCIPAL -- 240. INTEREST _ ___._._. __ 10.7,340 _ ADMINISTRATION HOUSING CONSTRUCTION CENTURY GLACIER ANR OLD TOWNE 2,050,417 HOUSING REHABILITATION Subtotal ! $ 4,350,142 S 5143 839 118% 2003-04 TOTAL INCREMENT RECEIVED_ $ Agency -_— —_ IVDA __79-8.014 -- EXPENDITURES LAND ACQUISITI 400,2981 SUBSIDIES MAPIFIRST TIME 56,314 ._RENTAL SUBSIDIES___._._._.—_.—____ DEBT SERVICE PRINCIPAL 270.000 INTEREST 177,475 OTHER 109361 ADMINISTRATION __._ _ _._ ___-- _._ _ ___ ____ _.__— __ ___-723.3§0. _ HOUSING_REHABILITATION BAD DEBT AND SITE IMPROVEMENTS 1$ 1.241.611 MAINTENANCE OF MHP $ 33,0001 _- OTHER EXPENDITURES AND USES._. LEGAL I $ 116.452 PURCHASE OF LAND fi999LM BONDa S BOND 1.4Q9.L70 Subtotal Is 4,854,954!$ 4,711,043 97 GRAND TOTALS 1 1037 1 667 1 211 1 71 20,259,275 19,397,181 1 96 Housing Element Consistency As this Compliance Plan focuses on providing affordable housing for lower income households who are generally the most difficult segment of the community to house, it is clearly consistent with the Housing Element's goal of providing a wide range of housing units by location, type and price to meet the existing and future needs of San Bernardino residents. Both this Compliance Plan and the City's Housing Element state there is a definite need to assure an adequate supply of housing for the lower income segments of the community. Like the Housing Element, this Compliance Plan emphasizes the need to provide incentives to developers in order to increase the supply of affordable housing units in the Project Area and citywide. The Compliance Plan is also consistent with the Housing Element regarding what revenue sources would be available to subsidize affordable housing projects. Both made it clear that all viable revenue sources need to be utilized to assist with alleviating affordable housing problems in the City. A major focal point of the goals, policies and objectives of the Housing Element is to provide housing for all economic segments of the City, especially lower income ROSENOW SPEVACEK GROUP, INC. PAGE 27 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO families. Because the major goal of this Compliance Plan is also to provide affordable housing for these lower income households, and the proposed plans and programs for improving the supply of affordable housing in the City presented in this Compliance Plan are similar to plans and policies of the Housing Element, there is clearly a high degree of consistency between the Compliance Plan and the Housing Element. Affordable Housing Costs The affordability of housing is a major concern in all regions of California. Over the past five years, the County and the City have experienced a rapid increase in housing costs both in the rental area as well as for ownership products. According to the Data Quick Real Estate News,' the August 2005 median home price for the City was $278,000. In addition, a review of vacancy listings for rental properties listed on Apartments.com within the City established that the average asking rate for a one-bedroom unit was approximately $868, $1,018 for a two-bedroom unit and $1,293 for a three- bedroom apartment unit. Both the City and Agency will continue to make efforts to ensure that housing is available and affordable for all segments of the City's population. ' Information contained on Data Quick Real Estate News website,DQNews.com ROSENOW SPEVACEK GROUP,INC. PAGE 28 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO Affordable The following three charts provide information on income limitations and affordable housing costs for households that qualify as very low to moderate income households. These charts include limitations on what constitutes affordable rent as well as affordable housing costs for ownership housing units. The Department of Housing and Community Development updates income limitations and affordable housing costs for each county annually. The chart below illustrates the 2005 monthly affordable housing costs for very low, low, and moderate income households, which will be superseded by new cost estimates each year when the Department of Housing and Community Development publishes the adjusted numbers. TABLE 12 SAN BERNARDINO COUNTY 2005 Affordable Housing Costs for Home Purchase Programs (Income figures based on Department of Housing and Community Development Income Limits dated February 25,2005) 1 Person Household 2 Person Household 3 Person Household 4 Person Household Median Income: $38,950 Median Income: $44,500 1 Median Income: $50,100 Median Income: $55,650 Monthly Monthly Monthly Monthly Income Annual Affordable Income Annual Affordable Income Annual Affordable Income Annual Affordable Category Income"I Housing Category Income Housing Category Income Housing Category Income Housing cost'Zt Costs Costs I Costs Very Low $19,500 $487 Very Low $22,250 $556 Very Low $25,050 $626 Very Low $27,850 $696 Low"' $31,200 $682 Low $35,650 $779 Low $40,100 $877 Low $44,550 $974 Moderate"' $46,750 $1,250 Moderate $53,450 $1,428 Moderate $60,100 $1,607 Moderate $66,800 $1,785 5 Person Household Person Household 7 Person Household 8 Person Household Median Income: $60,100 Median Income: $64,550 1 Median Income: $69,000 Median Income: $73,450 Monthly Monthly Monthly Monthly Income Annual Affordable Income Annual Affordable Income Annual Affordable Income Annual Affordable Category Income Housing Category Income Housing Category Income Housing Category Income Housing Costs Costs I Costs Costs Very Low $30,050 $751 Very Low $32,300 $807 Very Low $34,500 $863 Very Low $36,750 $918 Low $48,100 $1,052 Low $51,700 $1,130 Low $55,250 $1,208 Low $58,800 $1,285 Moderate $72,150 1 $1,928 Moderate $77,500 $2,071 Moderate $82,850 $2,214 1 Moderate $88,200 $2,357 DEFINITIONS 1. Annual Income: Gross income from all sources for all members of the household. 2. Monthly Housing Costs:Amount of mortgage payment principal and interest,mortgage insurance,property taxes,and property insurance. 3. Low Income Affordable Housing Costs:Assumes affordable housing costs computed at 30%of 70%of median income. 4. Moderate Income Affordable Housing Costs:Assumes affordable housing costs computed at 35%of 110%of median income;may not be less than 28%of household's gross income. The following tables are illustrative in nature and are intended to show how affordable housing prices are determined, based upon affordability levels. As affordable housing costs generally change each year, actual dollar figures will vary from year to year. The tables below utilize the 2005 affordability levels. Table 13 illustrates the gap in affordability in the hypothetical purchase of ownership units utilizing the City of San Bernardino median single family home cost for a four-person household qualifying as very low, low, and moderate incomes. ROSENOW SPEVACEK GROUP,INC. PAGE 29 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO TABLE 13 f�. -�$ ;`_ :� - X1:1 '. inoAfforclableHousingAftalysis� a. _� _" arshtp�rnduct;'{20041��} Affordable For-Sale Housing 4 person household)' Very Low Low Moderate Income Income Income %of County Median 50% 70% 110% Annual Gross Incomes $27,850 $44,550 $66,800 %of Income to Housing 30% 30% 35% Annual Housing Cost $8,355 $13,365 $23,380 Monthly Housing Cost $696 $1,114 $1,948 less: Property Tax 1.10% ($255) ($255) ($255) Insurance 0.15% ($35) ($35) ($35) Common Area ($75) ($75) ($75) Utilities ($100) ($100) ($100) Available for Mortgage $232 $649 $1,484 Qualified Mortgage 5.85% $39,269 $110,039 $251,508 Down Payment 5% $2,067 $5,792 $13,237 Total Affordable Home Price $41,336 $115,831 $264,746 Median Cost of SFR in City of San Bernardino $278,000 $278,000 $278,000 Unfunded Gap(between affordable payment and median cost) $236,664 $162,169 $13,254 Affordability model provided by Nuquest Ventures,LLC Table 14 illustrates the gap in what a family of four can afford for rent(pursuant to California Health and Safety Code) in the very low, low, and moderate income categories. TABLE 14 Clty of San Bernardino Affordable Housing Analysis Rental CostsGaps(2004105) . .. Very Low Low Moderate 4 Person Household Income Income Income %of County Median 50% 60% 110% Annual Gross Incomes $27,850 $44,550 $66,800 %of Income to Housing 30% 30% 30% Annual Housing Cost $8,355 $13,365 $20,040 Monthly Housing Cost $696 $1,114 $1,670 less: Utilities -$75 -$75 -$75 Available for Monthly Rent $621 $1,039 $1,595 Assumed Average Rent 2-Bedroom Unit $1,209 $1,209 $1,209 Unfunded Gap(between affordable payment and median rent) $588 $170 no gap ROSENOW SPEVACEK GROUP,INC. PAGE 30 Administration of the Housing Compliance Plan As detailed in the Introduction of this document, the Agency is required to produce a Housing Implementation Plan every five years, an integral part of which is the Housing Compliance component. After adoption of the first implementation plan, a new plan is to be adopted every five years either in conjunction with the housing element cycle or the implementation plan cycle. Implementation Plan Adoption Process Each Implementation Plan must be presented and adopted at a duly noticed public hearing of the Agency. Notice of the public hearing must be conducted pursuant to this Section 33490 of the CRL. The Notice must be published pursuant to Section 6063 of the Government Code, mailed at least three weeks in advance to all persons and agencies that have requested notice, and posted in at least four permanent places within each project area for a period of three weeks. Publication, mailing, and posting shall be completed not less than 10 days prior to the date set for hearing. The Agency may amend the implementation plan, including the housing compliance component, at any time after conducting a public hearing on the proposed amendment. Mid-Term Implementation Plan Review Process At least once within the five-year term of this Implementation Plan, the Agency must conduct a public hearing and hear testimony of all interested parties for the purpose of reviewing the redevelopment plan and the corresponding implementation for each redevelopment project. This hearing must take place no earlier than two years and no later than three years after the adoption of the Implementation Plan. This is expected to occur during fall of 2007. ROSENOW SPEVACEK GROUP,INC. 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Homebuyer Assistance _0397 E Evans Street _ _.IVDA _ 1 1_0 1.0 1.0 1.0 FL A Hamebuyer Assistance 0450 W 14th Street _ _ IVDA 1 1.0 1.0 1.0 1.0 4!72026 Full Homer AsSistance 0632 NBes Slreet IVDA ___t _ 1.0 1.0 1.0 1.0 4/18/2026 Full Homebu r Assistance 0742 E 19th Street IVDA 1 1.0 1.0 1.0 1.0 &92026 Full Homebuyer Assistance 0863 North"L"Street IVDA 1 1.0 1.0 1.0 1.0 5/152026 Full Homebuyer Assistance 0863 South'J"Street IVDA -1 1.0 1.0 1.0 7/3/2026 Full Homebu r Assistance 0957 West 1511 Street IVDA 1 1.0 1.0 1.0 1.0 11/12026 Full Homebuyer Assistance 1094 West 14th Street-_______.___IVDA____._ 1 _____.,_.__,___ 1.0 _1.0 1.0 1.0 1222/2025 Full Homebuyer Assistance 1118 West 14th Street IVDA 1 _____ 1.0 1.0 1.0 1.0 7/252026 FuA Homebu_r Assistance 1135 West Olive S_tre_et IVDA__ 1___ 1.0 1.0 _1.0 _1.0 _ 51102026 Full Hortrobu r Assistance 1163 Oak Street IVDA 1 1.0 1.0 1.0 1.0 4/12026 Full _ Homebu Assistance 1263 Walnut Street IVDA 1 1.0 1.0 1.0 1.0 3232025 Full Homebu r Assistance 1274 West Belleview Street IVDA 1 140 1.0 1.0 1.0 4/52027 Full Homebu r Assistance 1329 W 2nd Street IVDA 1 1.0 1.0 1.0 1.0 9/162026 Full Homebuyer Assistance _1379 N Crescent Ave___ IVDA_ _ 1 _____ 1.0 1.0 1.0 1_0 2/132026_ FL A_ Homeb�r Assistance 1384 Oakhurst Street-_-_ IVDA 1 _ 1.0 1.0 1.0 10 _ 9242028 HoroaWyer Assistance 1496 W 6th Street--___._____ IVDA _1 _ 1.0 1.0 1.0 _1.0 _ 8/122028 Full Homebu r Assistance 1694 E San Bernardino Ave IVDA 1 140 1.0 1.0 1.0 9/102026 Full Homebuyer Assistance 1723 S Elm Avenue IVDA 1 1.0 1.0 1.0 1.0 Full Nev,Construction 1735 S Curtis Street IVDA 1 1.0 1.0 1.0 1.0 FWI Nev,Construction 1749 S Curtis Street IVDA 1 1.0 1.0 to 1.0 Full _ Homebu Assistance 1804 S Elm Avenue IVDA 1 1.0 1.0 1A 1.0 Full New Construction 1805 S Curtis Street IVDA 1 1.0 1.0 1.0 1.0 4232025 Full HorneDU r Assistance_1805 S Elm Ave- _IVDA 1 1.0 1.0 1.0 1.0 Full New Construction __1811 S Curtis Street IVDA_ - 1 _-_ _-- 1.0 1.0 1.0 1.0 Homebu r Assistance 1814 S Elm Avenue IVDA 1 1.0 1.0 1.0 1 A 10232025 Full New Construction 1825 S Rosem Avenue IVDA 1 1.0 1.0 1.0 1.0 82312026 Full Homebu r Assistance 1924 E San Bernardino Ave IVDA t 1.0 1.0 100 1.0 12152025 Full Homebu Assistance 111.Fremomie Drive IVDA 1 1.0 1.0 1.0 1.0 11/19/2026 Full Homebuyer Assistance 3045 N Alameda Avenue IVDA 1 _ _ _ 10 1.0 1.0 1.0 _ 5112028 Full _ H_ome�_ALislance 3715 Golden Avenue IVDA_ 1 _ 140 1.0 1 1.0 1.0 3/9/22025 __Full Homebu r Assistance 0948 West Olive Street _ MTV 1 __ 1.0 1.0 1.0 1.0 9202028 Full Homebuyar Assistance__1032 North J Street MTV 1 1.0 1.0 1.0 1.0_ _7/172026 __ Fall Homebuyer Assistance 1318 Chestnut MTV 1 1.0 1.0 10 1.0___ 121182028 _Full _ Homebu Assistance 1323 W Chestnut MTV 1 1A_ 1.0 1.0 1.0 __12282025 Fun__ New Construction 1682 Ponnsylvania Avenue NW 1 _ 1.0 1.0 140 1.0 11/122026 Full__ New Co struclion 1729 Penns vane,Street NW_ 1 _ 1.0 1.0 1.0 1.0 1/0/1900 Full Homebu Assistance_1153 West Dover Dr SC 1 10 _1.0 1.0 1.0 8/102025 __ Full Homeb Auislartce 1437 Weal Marshall Blvd SC __1 _ 1.0 1.0 _ 1.0 1.0 3/252026_ _Full_ Hothead r Assistance 1516 yard ay SC _ 1 _ _ _1.0 1.0 1.0 1.0 _ W10/2028 Honrebuyar Assistance 4750 North Lakewood_Dr'ne SC i _ 1.0 _ 1.0_ 1_0 _1.0 1N/1900 _ Full Homer Assistance_507221.Lare_________ SC 1 ___ __ _ _ 1.0 _ 1.0_ to _1.0 _ ._5202028___ _Full Homebuiver Assistance 5523 North Cedar Dr_ve SC 1 1.0 1.0 1.0 1.0 _ 2(62026_ _ Full New Construction 5535 NOrlh Osborne Court SC _ 7_ _ __ 1.0 1.0 1.0 7.0 4242025 New Construction 5583 North Cedar Drive SC 1 1.0 1.0 1.0 10 1025/2025 _Full H mebuyer Ass stance 2273 North Lugo Avenue UPT 1 1 0 1 0 1 0 _10 10/11/2026 Full Subtotal 51 1.0 1.0 21.D 21.0 29.0 29.0 51:0 51.0 IVDA 36 1 -t 14 14 P9 21 36 36 RDA Aoiecf Arses 75 0 '0 7 7 8 B 15 75 ROSENOW SPEVACEK GROUP, INC. PAGE 33 APPENDIX • • DETAILED LISTING OF AGENCY PROVIDED AFFORDABLE HOUSING UNITS SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY LIST OF INCLUSIONARY HOUSING UNITS .td.P 7 - € Unit a llnita Very i Unke Total k o!Un1ts Tenna of CCBRn Jr U tsrde PA53 k' Project Area a of Unhs Mod . r 8roakd-. Low Low W1 CCR'c of Yeas F ll or 89X.: Cred Total. Credit ,;Total.Ct i ,TOtd=fled'" Total"Ckedlte 7997 Homebuyer Assistance 0632 E 19th Street IVDA 1 _ 1_0_ 1.0_ _ _ 1.0_ 1.0 Full_ Ho bur Assistance 1031 North Siena Way IVDA 1 _ 1.0 1.0 1.0 1.0 7282027 Full__ Homebu Assistance 1140 West Rialto Ave IVDA 1 1.0 1.0 1.0 1.0 3113/2027 Full Homebuyer Assistance 1300 N Arrowhead Avenue IVDA 1 1.0 1.0 1.0 1.0 Full Homebuyer Assistance 1379 Genevieve Street IVDA 1 1.0 1.0 1.0 1.0 Full Homebuyer Assistance 1701 N Mt View Avenue IVDA 1 1.0 1.0 1.0 1.0 Full New Construction 1740 Rosem Avenue IVDA 1 _ 1.0 1.0 1.0 1.0 2(72027 Full Homabu r Assistance 1897 N Kenwood IVDA 1 1.0 1.0 1.0 1,0 Full Homebuyer Asaistance 2519 N Belie Street IVDA 1_ 1.0 1.0 1.0 1.0 Full Homeu yer Ass,istance 1139 Hancock NW 1 1.0 1 0 1 0 1.0 5192027 Full _ 1998 Homebuyer Assistance _0184 S Newport _IVDA 1 1.0 1.0 1.0 1.0 8!7/2028 Full _ Homebuyer Assisla a 0260E 16th Street _ IVDA 1 1.0 1.0 1.0 1.0 Full Flomebuyer Assistance 0355 E Gilbert Street _IVDA 1 1.0 1.0 1.0 1.0 Full _ Homebuyer Assistance 0460 West 16th Street IVDA 1 1.0 1.0 1.0 1.0 Full Homebuyer Assistance 0578 E Niles Street IVDA 1 1.0 1.0 140 1.0 Full Homebuyer Assistance 0665 E Trenton Street IVDA 1 t.0 t.0 1.0 1.0 Full Homebuyer Assistance 0696 W 20th Street IVDA 1 1.0 1.0 1.0 1.0 Full Homebuyer Assistance_ 0938 North_F'Street _ IVDA_ 1 _ __ ___ 1.0 1._0_ _1.0 _1.0 824/2028 _ Full Homebuyar Assistance_ 1085 East Mirada Road IVDA 1__ ________ 1.0_ 1.0_ 1.0 1.0 7/6/2028 Full Homebuyer Assistance 1135 East 29th Street IVDA t 1.0 1.0 Lo 1.0 5/112028 Full Homebuyet Assistance 1159 West Vim Street IVDA 1 1.0 1.0 1.0 1.0 4/142028 Full Homelwyer Assistance 1430 Crestview Avenue IVDA 1 1.0 1.0 1.0 1.0 Full Homebuyer Assistance 1650 N J Street IVDA 1 1.0 1.0 1.0 1.0 10192028 Full Homebuyer Assistance 1750 N Mountain View Are IVDA 1 1.0 1.0_ ___ 1.0 1.0 _Fuh toe 20 Hor- r Assistance_ 83 Siena Way IVDA _ 1_ _ 1.0__1.0 1.0 1.0 3W028 _. Full_ Homer Assistance 25237E 18th Sl IVDA 1 _ 1.0 1.0 1.0 1.0 11/1212028_ Full Homebuyer Assistance 2537 Sepulveda Avenue IVDA - 1 -_-1.0 1.0 -- --- 1.0 1.0 Full _ Homebuyer Assistance 2583 N Cedar Street IVDA 1 1.0 1.0 1.0 1.0 121162028 Full Homebuyer Assistance 2638 N Lugo Avenue IVDA 1 1.0 1-0 1.0 1.0 Full Homebuyel Assistance 2679 Genevieve Street IVDA 1 1.0 1.0 1.0 1.0 Full Homebuyer Assistance_7397 Baton _ IVDA__ _ 1___ 1.0 1.0 1.0 1.0 8/1/2028 Full HomeN) Assistance 1326 Victoria Street MTV 1 1.0 1.0 10 1.0 11/162028 Full ____ _- -___- _-_- ____ ....- _ _ __._. _ _.. Nev,Construction 5536 WestwirlO Drive SC 7 1.0 1.0 10 10 4272028 Ful; kml ROSENOW SPEVACEK GROUP, INC. PAGE 34 Continued DETAILED LISTING OF •VIDED AFFORDABLE HOUSING SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY LIST OF INCLUSIONARY HOUSING UNITS a°, Projects Pr ject Are Unit 9 Units Very M Units Total a of Units Terms of CCBRa Outside PA's *of Unirs Mod fi.eakdown tow Low W!CCR's of Years Fu71 oa 60% _ Credh Tot31 Cted!P11 10491 C?edkEY 1o1a1 Cmdil 'T _ ==Rehab Rehab 0108 West 7th SL CCE 1 1.0 1.0 1.0 1.0 12/32009 Full Homebu r Assistance 0603 West 811 Street CCN 1 1.0 1.0 1.0 160 9/14/2029 Full hl m bu r Assistance 0105 South Golden Avenue IVDA 1 1.0 1.0 1.0 1.0 10142029 Full Homebuyer ASSiatante 0120 East 2nd Street _ IVDA _ 1 1.0 1.0 _ 1.0 1.0 12/75/2009_ Full Hornebuyer Assistance 0125 West 11th Street IVDA 1 1.0 160 1.0 1.0 1211/2009 Full Acquisit/Subst Rehab 0139 E.Bryant St IVDA 1 1.0 1.0 1.0 1.0 11/52009 Full HomebuW Assistance 0141 E Olive Street IVDA 1 1.0 1.0 1.0 1.0 5/122029 Full ==Rehab Rehab 0162 E.Rialto IVDA 1 1.0 1.0 1.0 1.0 61192009 Full HortreDU rASSistence 0218 E Tempe Street IVDA 1 1.0 1.0 1.0 1.0 Full H-buyer Assistance 0250 E Tem a Street IVDA 1 1.0 1.0 1 .0 1.0 Full Homebu Assistance 0431 W 21st Sheet IVDA 1 1.0 1.0 1.0 1.0 51242029 Fun ulsiMbst Rehab 0545 Niles SL IVDA 1 1.0 1.0 1.0 1.0 10202009 _ _Full Homebuyer Assistance 0631 N Pertis 'treat IVDA 1 1.0 1.0 1.0 1.0 1102029_ _FUII_ AcquisiVSubst Rehab 0697 E 19th Street IVDA 1 1.0 1.0 1.0 1.0 8/192009 Full Homebuyer Assistance 0707 Ra-na Avenue IVDA 1 1.0 1.0 1.0 110 Full Homebu r Assistance 0791 East 19th Street IVDA 7 1.0 1.0 1.0 160 12/172009 Full Ac uisiUSubal Rehab 1071 North Stoddard SL IVDA 1 1.0 1.0 1.0 1.0 1 12/20/2009 Full Homebuyer Assistance 1072 West 15th Sheet IVDA 1 1.0 1.0 1.0 1.0 9/1312029 Full Homebuyar Assistance 1072 West Evans S[ _ IVDA 1 1.0 _1.0 __ _1.0_ 1.0 _ 12112_029 __Fun Homebuy_w Assistance 12420ekhurst _ IVDA 1 1_0_ 1.0 ---__ __ 1_0 1.0_ 12/702029___f�Ful Full Homebuyer Assistant_1297 W AbBender IVDA __1___ t.0 _1.0 ___ __ ___ 1.0 _1.0 _AcyuisiU5u0s1 Rehab 7357 Mountain View IVDA 7 7.0 7.0 1.0 1. FWl Homebu r Assistance 1372 Windsor Drive IVDA 1 1.0 1.0 1.0 1.0 1/192029 Full Acquisil/Subst Rehab 1404 Cedar St IVDA 1 1.0 1.0 1.0 1.0 1220/2009 Full Homebuyer Assistance 1670 Sepulveda Avenue IVDA 1 1.0 1.0 1.0 1.0 1162029 Full H-buyu Assistance 1744 N Mountain View IVDA 1 1.0 1.0 1 1.0 1.0 5/24/2029 Full Ac uisiVSubst Rehab 179911.Pershing Ave. _ IVDA_ 1 _ _1.0 1.0 1.0 1.0 8119/2009 Full cguisiVSubst Rehab 1807 N.Pershing Ave. IVDA __ - 1__- __7_0__1.0 1.0 1.0 81192009_ Fun Homebuyer Assistance 2031 Genevieve IVDA 1 __1_0 1.0 1.0 1.0 5/702029 Full Homebuyer Assistance 2338 Waterman IVDA 1 1.0 1.0 1.0 1.0 1/52029 Full Homebu r Assistance 2524 Lawrence Ave IVDA 1 1.0 1.0 1.0 100 10/42029 Full Homebu r Assistance 2580 Fiemonlie r1VDA 1 1.0 1.0 1.0 1.0 1123/2029 Fun Homabu r Assistance 2722 Valencia Avenue 1 140 1.0 1.0 1.0 1/142029 Full Homebulyar Assistance_2784 N Lugo Avenue 1 _1.0 1.0 1.0 1.0 8/72029 Full Homebuyer As.,.". _2989 Harrison Street 1 1.0 1.0 7.0 1.0 612112029 _ Full Acqu_wMbst Rehab 1315 Windsor Drive 1 1.0 1.0 1.0 1.0 12/2028 Fun N Construction 1487Wes1Lake Placid Drive 1 1.0 10 1.0 0 KNOWN _Full Aqu iUSubsl Rhab 0565 West Urvon Streel _1 10 10 _. 10 1D 11/5/2009 Full 38 8.D 80 29.0 29.0 1.D iD. 3&D 38.0 JVDA 93 6 6 26 28: RDA Pro"ect A-1 2 f 2 3. 3 0 tr 5 5 ROSENOW SPEVACEK GROUP, INC. PAGE 35 Continued DETAILED LISTING OF •VIDED AFFORDABLE HOUSING SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY LIST OF INCLUSIONARY HOUSING UNITS wlminr Unit A Units Very A Unka Total A of Units Terms of CCBRe # Outside PA's Projects Project Area n A d Units Mod r Breakdown Low Low W/OCR's ofyeare Full-60% credit .Tota1 1caaeof,Total Cxedua Tatar jC'­d1t1dj T11W JCM&C4 2000 ___ c u¢iUSubst Rehab 0280 East 41st Street 40TH 1 1.0 7.0 _ t.0 7.0 12/6/2010 Full Homehu r Assistance 0721 East 2nd Street CC 1 1.0 1.0 _ 1.0 10 4/3/2010 Full c uisit/Subsl Rehab 0240 East Ki - CCE 1 1.0 1.0 1.0 1.0 482010 Full Rental Aflyd Covenant 0560 North F Street-Pioneer Park Pia CCN 180 1.0 1.0 1.0 100 11/12055 Full Homebuyer Assistance 0116 West 7th Street IVDA 1 1.0 1.0 1.0 1.0 8/162010 Full Homebuy.,Assistance 0125'L'Street IVDA 1 1.0 1.0 1.0 1.0 11/52010 Full Honebu r Assistance 0149 W 7th Street IVDA 1 1.0 1.0 1.0 1.0 411812010 Full Homebu r Assistance 0158 W Jackson Rd IVDA 1 1.0 1.0 1.0 1.0 2.0 2.0 61&2010 _ Full Homebu r Assistance 0182 E Rialto Avenue IVDA 1 1.0 1.0 1.0 1.0 1252010 Full H._b.yer Assistance 0180 E Rialto Avenue IVDA 1 1.0 1.0 1.0 1.0 492010 Full _ Homebuyer Assistence 0211 E-18th Street IVDA 1 10 1 1.0 1.0 1.0 2/162010 Full AcquisiVSubst Rehab 0212 E.11th St, IVDA 1 1.0 1.0 1.0 1.0 3Ro2o10 Full AcquisiVSubsl Rehab 0237 E.18th 84 IVDA i 1.0 1.0 1.0 1.0 31112010 FUR Homebu r Assistance 0248 West 16th Street IVDA 1 1.0 1.0 1.0 1.0 7262010 Full cqulsit/Subst Rehab 0260 E.Orange St. IVDA 1 1.0 1.0 1.0 1.0 _ 2/162010 Full Acquisit/Subst Rehab 0539 Cab-Ave N IVDA 1 1.0 1.0 _ 1.0 two 8132010 __ _Futl__ FlomebU Assistance 0572 Magnolia Avenue IVDA 1 1.0 1.0 1.0 1.0 _6_82010 __ __Full Homebuyer Assistance 0578 East 191h Street IVDA 1 1.0 1.0 1.0 1.0 10/79/2010 Full Homebuysr Assistance 0588 E Trenton Street IVDA 1 1.0 1.0 1.0 1.0 5/102010 Full Homebu r Assistance 0680 West 11th Street IVDA 1 7.0 1.0 1.0 1.0 /01782010 Full Home Wrr Assstance 0684 West 14th Street IVDA 1 1.0 1.0 1.0 1.0 72/12010 FUR Homebu Assistance 0685 E 14th Street_ _ _ _ IVDA__ 1 ___ ___ 1.0 1_.0__ 1.0 1.0 _- 2/32010 _-F Acquisit/Subst Rehab 0747 give St W _. _IVDA _ _7 _ 1.0 1.0 _ 1.0 _1.0__ __ $25/2070_ ___F _ Homebuysr Assistance 0757 N.Perris IVDA 1 1 1.0 1.0 1 1.0 1.0 3172010 Full Homebuyer Assistance 0909 East 2nd Street IVDA 1 1.0 t.0 1.0 1 1.0 8/162010 Full Homebuyer Assistance 0912 North"H'Steel IVDA 1 1.0 1-:7-- 1.0 1.0 9/9/2010 FM AcquisiVSubsl Rehab 1031 Garner Ave IVDA 1 1.0 1.0 1.0 1.0 1/32010 Full Homabuyer Assistance 1032 North'H'Street IVDA _ 1 1.0_ 1.0 L- ticjmwbuyer 1.01.0 5/172010 FuNAcquisiVSubsl Rehab 1060 M le Dr. IVDA 1 1.0 1_0 1_0 3112010 FullHomebu�er Assistance 1063 West Co ogres:street IVDA � 1.0 10 1.0 5/162010 wn AcquisiVSubsl Rehab 1078 Barton St IVDA 1 1.0 1.0 1.0 7/122010 Full Homebuyer Assistance 1080 North'G'Streel IVDA 1 1.0 1.0 1.0 2/18/2010 Full bal Rehab 1123 E.Con ress SL IVDA 1 1.0 1.0 1.0 420/2010 Full AcquisiVSubsl Rehab 1123 Belvan Ave IVDA 1 1.0 1.0 1.0 1.0 5/12/2010 Full Homabt ysr Assistance_1175 West 8th Street_ IVDA 1 1.0- 1.0 _1.0 __9202010 Full H.-buy,,Assistance-1191 Wesl BNkview x202 --_--- --IVDA----_ 1 1_0 1.0 -_- 1.0 1.0 128/2010 Full - _ _ _-_ - �_- Assistance_1251 Perris Street IVDA 1 1.0 1.0 1.0 1.0 10252010 Full Homebuyer Assistance 1267 Peppedree IVDA 1 1.0 1.0 1.0 1.0 31102010 Full Homebuyer Assistance 1273 Cedar Street IVDA 1 1.0 1.0 1.0 to 121112010 Full cqulsit/Subst Rehab 1277 Holly Vista Boulevard IVDA 1 1.0 1.0 1.0 10 3/2/2070 Full Honebuyer Assistance 1297 Massachusetts IVDA 1 1.0 1.0 1.0 1.0 823/2010 Full HomeDUyer Assistance 1299 North"K'Street IVDA 1 1.0 1.0 1.0 1.0 12272010 Full Homebuyer Assistance 1332 Windsor Drive__---_ IVDA__- _-1 _ - -- 1.0 1.0 _-_ 1.0_ 1.0 __..,_10/1_12010_ Full_ Homabuyer Assistance 1336 Wall Street IVDA _ 1 1.0 _1.0 _ 1.0 1.0 _ 8/92010 _Full 11-buyer Assistance 1358 W 6th Street IVDA 1 1.0 1.0 1.0 1.0 2/1/2010 Full Homebuyer Assistance 1371 Roxbury IVDA 1 0.5 0.5 0.5 0.5 1.0 1.0 1/192010 Full AcquisiVSubsl Rehab 11432 Morse Dr IVDA 1 1.0 1.0 1.0 1.0 1/3/2010 Full Homebuyer Assistance 7499 Blythe IVDA 1 1.0 1.0 1.0 1.0 5/16/2010 Fug Ac isiVSubst Rehab 1515 North G St IVDA_ __7_ 1.0 1.0 1.0 1.0_ 1/42010 Full AcquisiUSuDsI Rehab 1528 N Sierra Wa -- -- IVDA_- 1_-_-- _ - -1.0 1.0 1.0 1.0 ---_1282010 FWI ROSENOW SPEVACEK GROUP,INC. PAGE 36 APPENDIX B - Continued DETAILED LISTING OF • • AFFORDABLE HOUSING SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY LIST OF INCLUSIONARY HOUSING UNITS 2D00 Continued AcquisiI/Subst Rehab 1625 Belleview St W IVDA 1 10 1.0 1.0 1.0 5252010 FWI Homabu r Assistance 1647 North Lugo IVDA 1 1.0 1.0 1.0 1.0 1222/2010 Full c uis"ubst Rehab 1730 ConRp Dr N _ IVDA 1 1.0 1.0 1.0 1.0 7/122010 FWI HomeW AssLSlanca 1757 North Pershing ______IVDA 1 1.0 1.0 1.0_ 1.0 8/12010 Fun isiUSubst Rehab _1808 N.Sierra Way__ IVDA 1 1.0 1.0 1.0 1_0 9122/2011 Full Homebu r Assistance 1877 Pershing Avenue IVDA 1 1.0 1.0 1.0 1.0 6/22/2010 Fug Homebuyer Assistance 1916 North Mountain View IVDA 1 1.0 1.0 1.0 1.0 5252010 Full Substantial Rehab 2031 19th Street IVDA 4 3.0 3.0 1.0 1.0 4.0 4.0 6/52015 Full AcquisittSubsl Rehab 2037 E.18th St IVDA 1 1.0 1.0 1.0 1.0 5/42010 Fug Substantial Rehab 2042191h Street IVDA 4 3.0 3.0 100 1.0 4.0 4.0 12/62015 Full Homabu r Assistance 2198 East 19th Street _IVDA 4 3.0 3.0 1.0 1.0 4.0 4.0 12/112010 Full Homabu rAUistarlce 2276 RO.Wry Drive IVDA 1 1.0 1.0 1.0 1.0 812010 Fun Homabu r Assistance 2475 Genevieve Street IVDA 1 1.0 1.0 1.0 1.0 4212010 Full AcquisiU5ubs1 Rehab 8140 N.Tippecanoe Ave IVDA 1 1.0 1.0 1.0 1.0 1016/2010 Full Homabu r Assistance 0153 South MI.Vernon MTV 1 1.0 1.0 1.0 1.0 12212010 Full Homabu r Assistance 0948 West 801 Street MTV 1 1.0 1.0 1.0 1.0 4/72010 Fun Ac iwl/Subst Rehab 0990 West 21st Street MTV 1 1.0 1.0 1.0 1.0 7252010 Full Ac uisit/Subst Rehab 1320 west Ki men MTV 1 1.0 1.0 1.0 1.0 12/122010 Full MAssistance 1328 W 6th Street MTV 1 1.0 1.0 1.0 1.0 111912010 Full Construction 1540 W Baseline-SIB Senior H NW 74 73.0 73.0 1.0 1.0 74.0 74.0 5/12055 Fun Ac uat/Subst Rehab 1704 Colorado Avenue NW 1 1.0 1.0 1.0 1.0 112012010 Full New Construction 1773 Arizona Avenue NW 1 1.0 1.0 1.0 1.0 3122010 Full Homabu r Assistance 1927 West 18th Street NW 1 1.0 1.0 1.0 1.0 11212010 FUN Ac uisiUSubsl Rehab 1963 West 17th Street NW 1 1.0 1.0 1.0 1.0 6/152010 Full Ac ua4/Subsl Rehab 1973 West 171h Street NW 1 1.0 1.0 1.0 1.0 11/712010 Full Hamebu r Assistance 2110 California Street NW 1 1.0 1.0 1.0 1.0 3113/2010 Full Ac uisiUSubst Rehab 1445 Kendall Drive Sc 1 1.0 1.0 1.0 1.0 1012611 Full Ac iwVSubsl Rehab 1458 Mor n Road Sc 1 1.0 1.0 1.0 1.0 1211&2010 Full At umiUSUbsI Rehab 1466 Sheridan Road Sc 1 1.0 1.0 1.0 1.0 9252010 Full Homabu r Assistance 1470 Creekside Drive Sc 7 1.0 1.0 1.0 1.0 0/142010 1 Full Homebuyer Assistance 1478 Creekside Drive SC 1 1.0 1.0 1.0 1 1.0 51122010 Full Ac uisiVSubst Rehab 1487 Lake Placid Road Sc 1 1.0 1.0 1.0 1.0 &2512010 Full AcquisittSubst Rehab 1527 Sheridan Sc 1 1.0 1.0 1.0 1.0 9112010 Full Homabu n Assistance 1531 Sheridan Road SC 1 1.0 1.0 1.0 1.0 5/162010 Full AcquisiUSubsl Rehab 1565 West Windsor Street SC 1 1.0 1.0 1.0 1.0 &3/2010 Full Homabu r Assistance 1579 Kendall Drive Sc 1 1.0 1.0 1.0 1.0 717/2010 Full Ac ulsiVSubst Rehab 4705 North Windsor Sc 1 7.0 t.0 1.0 110 10212010 Full Homabu r Assistance 5172 Lakewood Drive SC 1 1.0 1.0 _ 1.0 1.0 1&32010 Full AcquisiVSubst Rehab 0347 West 23rd Street UPT 1 1.0 1.0 1.0 1.0 7/192010 Fun Homabu r Assistance 0368 West 20th Street UPT 1 1.0 1.0 _ 1.0 1.0 3`72010 Full Homabu r Assistance 0523 West 21st Street UPT 1 1.0 1.0 _ 1.0 1.0 4/82010 Full c uisiU8ubs1 Rehab 0531 West Evens UPT 1 1.0 1.0 160 1.0 8/242010 Full Homabu `Assistance 7158 LU oAvenue UPT 1 1.0 F 1.0 1.0 11/&2010 Full Hornebu Assistance 2740 Se Iveda UPT 1 1.0 1.0 1.0 2/1&2010 Full HOmaW f ASeISUlnte 2164 North Genevieve UPT 1 1.0 1.0 100 1.0 822010 Full Ac uisit/Subst Rehab 2414 North Siena Wa UPT 1 1.0 1.0 1.0 1.0 822010 Full _-- Rehabilitation Obershaw Hse-E Street UPT 8 0.5 05 05 1.0 10 1/1/2015 Full Sublo1al 345 104.0 :61.0: 61.0 15,0 15.0 180.0 IVDA 69 21 21 "'4t- 41 9 9 76 - RDA Hobe Aroas .278 84 84 21 2i' 6 8` 110 -110 ROSENOW SPEVACEK GROUP, INC. PAGE 37 Continued DETAILED LISTING OF • AFFORDABLE HOUSING SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY LIST OF INCLUSIONARY HOUSING UNITS vvnhw ae4. P.gect. Prujact Area UNI #Units Very #Units #Uf Unrta Mod Tael.#d Units Te...f GCBRa # Out rda PA's- r 13-kdewn low Low W/CCR's of Yaare Fullor50%. CGOdh -I Total ICraditd'''TOW Cfeeit. Totat' fb _ 2001 Homebu r Assistance 0264 East 41st Street 40TH t 1.0 1.0 1.0 t.0 9/1212011 Full Homebuyer Assistance 0222 East 10th Street IVDA 1 160 1.0 1.0 1.0 12202011 Full Homebuyer Assistance 0223 East 9th Street IVDA 1 1.0 1.0 1.0 1.0 392011 FUR Homebuyer Assistance 0242 West Virginia Street IVDA 1 1.0 1.0 1.0 1.0 &42011 rFuN Homehu r Assistance 0256 00 olhy Street IVDA 1 1.0 1.0 1.0 1.0 2/72071 Homebuyw Assistance 0264 W.77th Street IVDA 1 _ to- 1.0 _-_-- 1.0 1.0 12113/2011 Assisance IVDA 1 1.0 1.0 7.0 1.0 5/172017 Homabuyer Assistance 0324 West 18th Street IVDA 1 7.0 10 1.0 1.0 12/172011 Homebuyer Assistance 0325 West 10th Street IVDA 1 1.0 1.0 1.0 1.0 502011 Homebuyer Assistance 0351 West 19th Street IVDA 1 1.0 1.0 1.0 1.0 2/1&2017 obun Assistance 0531 S.Eureka Ave. IVDA 1 1.0 1.0 1.0 1.0 17!72011 Homebu r Assistance 0645 East 18th Street IVDA 1 1.0 1.0 1.0 1.0 4232011 FuN Homebu r Assistance 0566 Western Avenue IVDA 1 1.0 1.0_ 1.0 1.0 5/72011 Full HomeW r Assistance 0577 Magnclie Street IVDA 1 1.0 1.0 __ 1-0-- 1.0 1/172011 Full Homebuyu Assistance 0642 W.Olive Dr. IVDA 1 1.0 1.0 1.0 1.0 1&4/2011 Full Homebuyer Assistance 0663 West 17th Street IVDA 1 1.0 1.0 1.0 1.0 1/302011 Full Homebuyer Assistance 0663 West 21st Street IVDA 1 1.0 1.0 1.0 1.0 Full Homebuyer Assistance 0676 East 16th Street IVDA 1 1.0 1.0 1.0 1.0 1/9/2011 Full Homebuyer Assistance 0810 West Trenton Street IVDA 1 1.0 1.0 1.0 1.0 5/302011 Fug Homeb�r Assistance 0927 West 14th Street IVDA 1 1.0 1.0 1.0_ 1_0 2/12011 Fuli H buyer Assistance _0932 Wsel 14th Street IVDA 7 '.0 1.0 1.0 1.0 7/32011 Full i o bu r Assistance 0980 West Evans Street IVDA 1 1.0 1.0 1.0 1.0 2282011 Full Homebuyer Assistance 1016 West Belleview IVDA 1 1.0 1.0 1.0 1.0 89/2011 Full Homebuyer Assistance 1050 West 13th Street IVDA 1 1.0 1.0 1.0 1.0 7/192011 Full Homebuyer Assistance 1060 Western Avenue IVDA 1 1.0 1.0 1.0 1 1.0 522011 Full Homebuyer Assistance 1070 Barton Street IVDA 1 1.0 1.0 7.0 1.0 &102017 Full HortleWyer Assistance 1140 West Beleview IVDA 1 1.0 1.0 70 1.0 5/142011 Full HomeDU�er Assistance___1153 Easl2Bth Street IVDA 1 1.0 1.0 1.0_ 1.0 _ 52312011 Full Homebu r Assistance 1225 East 25th Street IVDA t 1.0 1.0 1.0 1.0 7/9/2011 Full Homebuyer Assistance 1231 Birch Seat IVDA 1 1.0 1.0 1.0 1.0 1&1&2011 Full Homebuyer Assistance 1326 East Baseline SL IVDA 1 1.0 1.0 1.0 1 1.0 1&152011 Full cquisit/Subst Rehab 11347 N Arrowhead IVDA 1 1.0 1.0 1.0 1.0 82 8/2011 Full Acquisit/Subsl Rehab 1372 Reece SL IVDA 1 1.0 1.0 1.0 1.0 7/18/2011 Full Homebuyer Assistance_1372 W.Vine Street IVDA 1 1.0 1.0 7.0_ _t_0 92&2011 Full AcquisitlSubst Rehab_1377 Belle St IVDA 1 1.0 1.0 1.0 1.0 1232011 Full AcquisiVSubat Rehab 1423 Wei wr Drive IVDA 1 1.0 1.0 10 1.0 &1&2011 Full Homebuyer Assistance 1438 Oakhurst Drive. IVDA 1 1.0 1.0 1.0 1.0 10/78/2011 Full Homebu r Assistance 1513 N.Arrowhead Ave IVDA 1 1.0 1.0 1.0 1.0 11/12017 Full Home buyer Assistance 1543 Genevieve Sl, IVDA 1 1 1.0 1.0 1.0 1.0 1 0/292011 Full Homebuyer Assistance 1762 North Lugo IVDA 1 1.0 1.0 1 1.0 1.0 5/182011 Full HomeDUyer Assistance 1848 Argyle Street IVDA 1 7.0 1.0 1.0 LO 6/712016 Full Homebuyor Assistance 7912 N."G'Street IVDA 7 1.0 1.0 _,_________ 1.0 1.0 1129/2011 FUR Homebuyer Assistance_1962 North"G"Street_ _ IVDA t _ 1.0 1_0_ _7.0_ 1.0 _ 12/92011 Full_ Homebuyer Assistance 1992 Parkside Drive IVDA 1 79 1.0 1.0 1.0 3/512011 Full AcquisiUSubsl Rehab 2021 Sepulveda Ave N IVDA 1 1.0 1.0 1.0 1.0 &152011 Full Substantial Rehab 205619th Street IVDA 4 3.0 3.0 1.0 1.0 4.0 4.0 2/162016 Full Homebu r Assistance 2063 Wall Ave IVDA 1 1.0 7.0 1.0 1.0 10/30/2011 FUR Subslanliel Rehab 209419th Stre_el ___ IVDA 4 _ 3.0 3.0 _1.0__1.0 4.0 4.0 1242016 Full _ Homebuyer Assistance 2165 East 19th Street __. IVDA 4 _ _ 3.0 3.0 _1.0 7.0_ __4._0_ 4.0 51112018 Full Homebuyer Assistance_2551 Cedar Ave IVDA 1 1.0 1.0 _ __ LO _ 1.0 628/2011 Full m ve_ _ Hoebuyer Assistance 2561 Sepulveda A IVDA t 1.0 1.0 1.0 1.0 1202011 Full Homebuyer Assistance 3005 Harrison Street IVDA t 1.0 1.0 1.0 1.0 4242011 Full Homebuyer Assistance 3035 S.Lawrence Ave. IVDA 1 1.0 1.0 1 1.0 1.0 12/42011 Full Homebuyer Assistance 3475 20th Street#1 IVDA 1 1.0 1.0 1 1.0 1.0 7/13/2011 Full Homebuyer Assistance 1182 Was 7th Street MTV 1 1.0 1.0 1.0 1 1.0 21152011 Full tome r Assistance 1253 West Vine Street MTV 1 1.0 1.0 1.0 1.0 6212017 Full AcquisiUSubsl Rehab 1324 Belleview Avenue MTV 7 1.0 1.0 1.0 1.0 8/2812017 Full Hombuyer Assistance 2238 West Court Street MTV 1 1.0 1.0 1.0 1.0 4242011 Full Homebuyer Assistance 1214 West 79th Street NW 1 1.0 1.0 1.0 1.0 9/172011 Full Homebuyer Assistance 1258 West 19th Street NW 1 1.0 1.0 1.0 1.0 1/172011 Full New Construction 1804 Pennsylvania Avenue NW 1 1.0 t.0 1.0 1.0 9252011 Full Nev,Construction 1836 Lincoln Street NW 1 1.0 1.0 1.0 1.0 9/202011 Full New Construction 1641 Pennsylvania Street NW 1 1 1.0 1.0 1 1.0 1.0 1 9/152011 Full New C0naUuclion 1858 Penns Iva NW 1 1.0 1.0 1.0 1.0 8/212011 Full New Co-'ruction 7872 Lincoln Street NW 1 1.0 1.0 1.0 7.0 8/6/2011 Full Homebu r Assistance 1873 West Virginia Street NW 1 1.0 1.0 1.0 1.0 3/1912011 Full New Construction 1876 Penn Venie SL NW 1 1.0 1.0 1.0 7.0 892011 Full Homebuyer Assistance 2028 West Washi ton Ave NW 1 1 1.0 7.0 1.0 1.0 6252011 Full Homebu Assistance 2276 Ramona Avenue NW 1 1.0 1.0 1.0 1.0 415/2011 Full Acquisit/Subst Rehab 1573 Mountain View Ave Outside PA 1 _0.5 0.5 ___ _0.5 0.5 &52011 50% _ Homeb_uyer Assistance 138048th Street#705 Sc 1 1.0 1.0 _ _LO_ 1_0 _&92011 Full Hornebuyer Assistance 1462 Sheridan Road_____ _ SC 1 _____ _ 1.0 -10 ______ _7_o_ 1.0 8252011 Full _ Nev,Construction 1468 Lake Placid Drive SC 1 _1.0_ 1.0 _ 11.0-- 1.0 4/&2011 Full _ HomeDUyer Assistance _1494 Steamboat __ SC 1 1.0 1.0 _ 1 0 1.0 2/82011 Full Acquisit/Subst Rehab 0132 North J Street UPT 1 1.0 1.0 1.0 1.0 102011 Full Homebuyer Assistance 1055 North Stoddard Avenue UPT___ 1 1.0 1.0 1.0 1_0_ &172011_ Homebuyer Assslance 1228 Lugo Averwe UPT 1 1.0 1.0- 1.0 1.0 N772011 FUN A q sil/Subsl Rehab.__2148 Ge ieve Street UPT 1 1 0 1.0 1 0 1 0 2/12011 Full 6total -87 21.5 215 Ali-D 47,0 18.0 18.0 88.5. 86.5 IVDA --- --62 i2 12 40 40 10 10 62 62 �RDA Pm'od Areas'1 25 9 9 7 1 7 1 8 8- -25` 25 'Includes one unit built outside of{',o-Areas far 50%Credit ROSENOW SPEVACEK GROUP, INC. PAGE 38 Continued DETAILED LISTING OF •VIDED AFFORDABLE HOUSING SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY LIST OF INCLUSIONARY HOUSING UNITS W hIN !r Project. Project Area Unit #U,ft Very #Units Total#of Units Terms of CC&RS # Outside PA's w breakdown Low Low #M Units Mod yY7 CCR'. of Years Futt or 50% Credit .T.., I "Tow IV.. 2002 Homebu rASSistance 4278 Sa vede 40TH t 1.0 1.0 1.0 1.0 9/24/2012 -�-Full Rental AftrO Covenant 0602 W 8th SVeet-Telecu 1 CCN 76 74.0 74.0 74.0 74.0 1!/2057 Full Homebuyer Assistance 0136 South'K-Street ___ IVDA _ 1 1.0 1.0 1.0 1.0 3IM012 Full Hixnv,wrer Assistance 0178Easl27th Street IVDA _ _ 1 H 1.0 7H02012 _ FW _ Homebu rAssI me 02248224-12 Magnolia IVDA 1- 1.0 1.0 1.0 6,712012 _ Full Homebu r Assistance 0241 Wast 14th Street IVDA 1 1.0 1.0 1.0 7/12012 Full Homebuyer Assistance 0268 West Wabash Street IVDA 1 1.0 1.0 1.0 Full Homebuyer Assistance 0323 West 76th Street IVDA 1 1.0 1.0 1.0 &9/2012 Full Homebu r Assistance 0340 Ma rake Avenue IVDA 1 1.0 1.0 1.0 4/122012 Full Homebuyer Assistance 0345 Wesl Wabash Street IVDA 1 1.0 1.0 1.0 2/15/2010 FW Homebuyer Assistance 0347 M rolia Avenue IVDA1 1.0 1.0 1.0 21122012 Full Home Ltjr istame 0372 West 14th Street __ __ IVDA _ 1 _1.0 1.0 140 1.0 8/6/2012 FW Homebuyer Assistance 0379 West 78th Street IVDA 1 1.0 1.0 1.0 1.0 9282012 Full Homebuyer Assistance 0380 W.Magnolia Ave. IVDA 1 1.0 1.0 1.0 1.0 3/1/2012 Full Homebuyer Assiste 0546 Magnolia Avenue IVDA 1 1.0 1.0 1.0 1.0 7/82012 Full Homebu r As ancsistance 0588 Cabrera Avenue IVDA 1 1.0 1.0 1 1.0 1.0 6/142012 Full Homebuyer Assistance_ 0627 West 17th Street IVDA _ 1 _ 1.0 1.0 1.0 _1.0 7/122012 FW__ Ac umiVSubsl Rehab 0664 West 16th Street IVDA - 1 1.0 1.0 1.0 1.0 1 &5/2047_ _FW Homebuuyer Assistame _0745 Wes1181h Slroet_____ IVDA 1 1.0 1.0 1,0 4;1.0 &4/2012 _.._Full- __ Rental Aftrd Covenant 0750 West 4th St-Telacu II _ _IVDA _75. 74.0 74.0 74.0 12/162057 FuN Homebu r Assistance 0758 West 191n Street IVDA 1 1.0 1.0 1.0 Full Homebuyer Assistance 0771 West 11th Street IVDA 1 1.0 1 1.0 1.0 1.0 4/32012 Full Homebuyer Assistance 0830 North'H"Street IVDA t 1.0 1.0 1.0 1.0 5222012 Full Homebuyer,Assistance 0878 Penis Street IVDA 1 1.0 1.0 1.0 1.0 12/312012 FW Homebu r Assistance 0940-942 North Pershing IVDA 2 1.0 1.0 1.0 1.0 7/312012 Full Homebuyar Assistance_ 1031 Wesl Belleview Strael IVDA 1 1.0 _10_ 1.0 1.0 &2&2012 Full _ _._-______. ..._._. - ._..._ _-._. Homebuyer Assistance 1039 Wasl_tOth Street _ IVDA 1 1.0 1.0 1.0 1.0 4/32012 Full Homebuyer Assistance 1108 North Al rrowhead Ave 1.0 1.0 1.0 1.0 2252012_ _ Full Homebu r Assistance 1129 West Rialto Avenue IVDA 1 1.0 1.0 1.0 1.0 4/3/2012 Full cqutsit/Subsl Rehab 1180 Rialto Avenue IVDA 1 1.0 1.0 1.0 1.0 4/&1947 Full Homebu Assistance 1269 Holly Vista Drive IVDA 1 1.0 1.0 1.0 1.0 &42012 Full Ac uisit/Subst Rehab 1326 Perris Street IVDA 1 1.0 1.0 1.0 1.0 12/1&2047 Full Homer Assistance 1335 Massachusetts Ave. IVDA 1 1.0 1.0 1.0 1.0 7130/2012 Full Honv.butW Assisance_1366 Wes(Olive Street IVDA 1 1.0 1.0 1.0 1.0 &212012 Full Homebuyer Assistance_1370 North Arrowhead Ave IVDA 1 _ 1.0 100 1.0 1.0 &272012 FW Homebuyer Assistance 1372 Cedar Street IVDA 1 1.0 1.0 1.0 7.0 &&2012 FW Homebuyer Assistance 1376 Poplar Street IVDA / 1.0 1.0 1.0 1.0 10/42012 FUN Homabuyer Assistance 1377 North'G'Street IVDA 1 1.0 1.0 1.0 1.0 &19/2012 Full Homebu r Assistance 1380 West Union Street IVDA 1 1.0 1.0 1.0 1.0 11272012 Full Home buyer Assistance _ 1384 West Spruce Street IVDA 1 1.0 7.0 1.0 1.0 4/1220/2 Fu ll ____ _ _.___ ____._ __ .__._- Ho ebuyer AseisWnce 1385 Perris Street _ IVDA 1 1 0 1.0 1.0 1.0 7/182012 FWI Homebuys Assistance _1453 North Mtn.View IVDA 7 1.0 1.0 1.0 1.0 8162012 Full_ Homabu r Assistance 1508 North Mountain View fVDA 1 1.0 1.0 1.0 1.0 8/212012 Full Homebu r Assistance 1523 Genevieve Street IVDA 1 1.0 1.0 1.0 1.0 7/34012 Full Homebuyer Assistance 1540 North Mountain View IVDA 1 1.0 1.0 1.0 1.0 &102012 Full Ac uisit/Subsl Rehab 11554 N Sierra Way IVDA 1 1.0 1.0 1.0 1.0 8/232012 Full Homabr Assistance 1563 North Pershing Ave. -_ IVDA t __ 1.0 1.0 1.0 1.0 2112012_ Acquisit/Subst Rehab_1565 N Sierra Way __ _IVDA_-_-_-_-1 _ _ 1.0 1.0 1.0 1.0 10/34012 _ _ _FW_____ Homea,rer Assistance_ 1588 North'F'Street IVDA 7 1.0_ 1.0 1.0 1.0 3/42012 __ Full Ac uisiUsubs(Rehab 1726 N Mountain View Ave IVDA 1 1.0 1.0 1.0 1.0 8/152047 Full! Homebuyer Assistance 1738 Genevieve Street IVDA 7 1.0 1.0 1.0 1.0 3/15/2012 Full Homebu rASSisWnce 1768 Pershi Avenue IVDA 1 1.0 1.0 1.0 1.0 4242012 Full Homebu r Assistance 1798 Nonh Mountain View IVDA 1 1.0 1.0 1.0 1.0 5/312012 Full Hometx r Assistance _1604 A.B,C,D Argyle Avenue IVDA_ _ 4 1.0 1.0 1.0 1 1.0 5/172012 Full L HomeW Assistance 2064 North Pershing Ave.___- _�IVDA_ 1-- _ 1.0 _1.0 1.0 1.0 _-- 5292012 _____Full Homebu�er Assistance 2104 Sumise Lane#14 _IVDA 1_-_ -_ 1.0 1.0 1.0 1.0 42 5f1957 _ FuN___ Homebuyer Assistance 2196 East 19th St.#A-D IVDA 4 1 1.0 1.0 1.0 1.0 4/1612012 Full MHP Ac uistbNRehab 2727 Pacific St-Pacific Palms IVDA 142 86.0 86.0 31.0 31.0 25.0 2500 142.0 142.0 7/12032 Full Homebu r Assistance 3059 N.Alameda Ave. IVDA 7 1.0 1.0 1.0 1.0 11212012 Full Homebuyer Assistance 3143 Sanchez Street IVDA 1 1 1.0 1.0 1.0 1.0 81232012 Full Homebuyer Assistance 3534 Rainbow Larv7#3 IVDA__ _7 1.0 7.0 1.0 1.0 422012 _ __FW _ =Rehab Rehab 1272 West Union Street MTV_ 1 1.0 1.0 1.0 1.0 _982047_ __FuN _ Homebuyer A.siatame 2222 West Evans Street _ MTV 1 1.0 1.0 _ _ 1.0 1.0 &62012 Homebuyar Assistance 1446 North Mi.Vernon Ave NW 1 1.0 1.0 1.0 1.0 &1&2012 Full New Construction 1817 North Cl Street _ NW 1 1.0 1.0 1.0 1.0 12/1&1941 _ FW_ New Construction 7857 North Cl de Sbeal NW _- 1 1.0 1.0 1.0 1.0_ 1211&1947 -_-Full New Construction 1884 North Susie Lane -- NW-___ 1 _ 1.0 1.0 1.0 1.0 2/12012_ FWI Acquisit/Subsl Rehab 1858 Weat 17th Street NW 1_ -__ _ 1.0 1.0 1.0 1.0 12202047 _ FW_ Home�rASi6ence 0284 East,8M Slreel Ou_ISide PA 0.5 0.5 0.5 _1!8(!012__ 50%__ Hamebuyer Assistance 3230 Roberds Avenue _- _SC _ 1_ _ _ 1.0 1.0 1.0 1.0 4222012 _Full _ Homebuyeer As at n_49115 Lak-g!Drive SC _ 1._.__. _ _t_0__ 7.0 1.0 1.0 2/212012 _.,.FuP_.__ _ Homebuyer AssisWme 0130 Swth'K_Street UPT7 1.0 1.0 1.0 1.0 11142012 FUR___ Homebuyer Assistance_ 0248 West 13th Street_____. UPT__--_ __1_____.______._.__ __ 1_0_ 1.0 1.0 1.0_ ._12/312012_____ H mebuysr Assistance _0256 Eesl Orange Streal__ UPT 1.___ _ 1.0 1.0 1.0 1.0 72/2012 _ Full Acquisit/Subsl Rehab__ 0348 Wes1731h Street UPT 1 ___ 1.0 1.0 1.0 1.0 5212047 Full _ .. _____-._ ___ __-. H ebuyer Assistance 0551 Weal Union Street Uvi 1 1.0 1.0 __ 1.0 _1.0 _.7/25/2012 Full H ebuyer Assistance 1175 King Sl/120 N t"St. UI'T 2 1;0 1 0 1 0 1 0 3/42012 Full - _._ _.,_ Subtotal 374 242.0 242.0 77.0 77.0 44.5 44,6 383.5 363.5 IVDA 287 766 166 70 70 37 37 273 273 RDA Pro ectAreas' g3 ^. 76 78 7 7 7 7 gl 97 'Includes one unit built outside of Proect Areas for 50°.'c Ciedi[ ROSENOW SPEVACEK GROUP, INC. PAGE 39 Continued DETAILED LISTING OF •VIDED AFFORDABLE HOUSING SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY LIST OF INCLUSIONARY HOUSING UNITS . ~y . 1,11wa llfpt PuntrF- iwal Tws a of 1) fs Tamoa WI CCR's LoFYaens FW( SOY. credit Cre fled Total, 2003 Homebu rASSislance 0198 East 4th Street CCE 1 1.0 1.0 1.0 1.0 4/14/1933 Full Hometuyer Assistance_0138 West Magnolia Avenue IVDA 1 1.0 1.0 __ 1.0 1.0 6/302013 _Full Hombu r Assistance_0168 West 13th Street IVDA 1 1.0 1.0 1.0 1.0 326/2013 FWI Hornettlryer Assistance_ 0172 Magnolia Aversre IVDA 1 1.0 1.0 1.0 1.0 9182013 Full HonaWyer Assistance 0248 West 14th Street IVDA 1 1"0 1.0 1.0 1.0 3/72013 Full Homebuyer Assistance 0249 West Wabash Street IVDA 1 1.0 1.0 1.0 1.0 7/7/2013 Full Homebuyer Assistance 0266 East 2nd Street IVDA 1 1.0 1.0 1.0 1.0 4/12013 Full Homebu r Assistance 0488 East Trenton Street IVDA 1 1.0 160 1.0 1.0 1/19/2013 Full Hornebu rAssistance 0720_Norbert Drive IVDA_ 1 1.0 1.0 1.0 1.0 52013 Full Homebuyer Assistance 0832 West 11th Street IVDA 1 1.0 1.0 1.0 1.0 _ Fug Homebu r Assistance 1046 Holly Vista IVDA 1 140 1.0 1.0 1.0 5/152013 FN Homebuyer Assistance 1124 East Meada Rd IVDA 1 1.0 1.0 1.0 1.0 10222013 Full Homebuyer Assistance 1273 Windsor Drive IVDA 1 110 t.0 1.0 1.0 7/172013 FM AcquisiVSubsl Rehab 1387 Sepulveda A 8 8 IVDA 1 1.0 1.0 1.0 1.0 12/1948 Full HomeW Assistance 1495 North Sierra Way IVDA 1 1.0 1.0 1.0 7.0 4/1&2013 Fun Acquisil/Subst Rehab 1550 North Pershing Avenue IVDA 1 1.0 1.0 1.0 1.0 _3rM1948 _ Full Ac uisiVSUbs1 Rehab 1707 N Arrowhead Ave__ IVDA 1 1.0 1.0 1.0 1.0 1_ 1f2312013 Full H.-buyer Assists- 1708 Crest View Avenue IVDA 1 1.0 1.0 1.0 1.0 820/2013 Full_ cquisit/Subsl Rehab 1725 N.Mountain View IVDA 1 1.0 1.0 1.0 1.0 3/122013 Full cquisitiSubsl Rehab 1737 N Sierra Way IVDA 1 1.0 1.0 100 1.0 7/72013 Full Homebuyer Assistance 1883 Wall-Court IVDA 1 1.0 1.0 1.0 1.0 12/32013 Full Homebuyer Assistance _2390 Genevieve Stre_el IVDA 1 1.0 1.0 1.0 1.0 12119/2013 Full Ac uisil/Subsl Rehab 1198 West 8th Street-_-_---- -MTV 1 - --_- - _ - _100 1.0 1.0 1-0- 123/1948-----_ Full--- Home_W r Aasiateme 2227 West King Street _ MTV 1 _ 1.0 _1.0 1.0 1.0 _ 922013 Full New Construction 1604 North Glenview Street NW 1 1.0 1.0 1.0 1.0 220/1947 Ful New Construction _ 1631 North Glenview SUeat _ NW _7_ _1.0_ 1.0 1.0 1.0 2121/1948 Full New Comtruclbn_u_ 1642 North Clyde Street ___ NW _1 1.0 -1,0 1.0 1.0 _1/1011948 Full_ New Construction _1668 Mont GlerNew Street _ NW-_ 1 -- -_ -- -1.0 _ 1.0 140 1.0 V312048 _ Full New Construction _1669 North Clyde Street_____ NW 1 - _1.0 1.0 1.0 _1.0 1202048 _ Full cqu'usiVSuDst ReheD _1804 West 17th Btreel NW_ 1_ _ _ __ 1_0__1.0 _ 1.0 1.0 1242048 _ _ Fun Ac uisiVSubat Rehab 1842 West 17th Street NW 1_-- --_ --- - -1.0 1.0 1.0 -1.0 12417948 -- -_ Full-- Through.rune 30.2004 Rental Af rd Covenant 0550 W 5th St-St.Sernardine Plaza CCN 150 147.0 147.0 2.0 2.0 1.0 1.0 150.0 150.0 5142019 Full Homebuyer Assistance 1936 N Lugo Avenue IVDA 1 1.0 1.0 1.0 1.0 1/72014 Full New Construction 1214 W 19th Street-Habitat NW 3 2.0 2.0 1.0 1.0 10 3.0 3/12014 Full New Construction 1232 W 19th Street-Habitat NW 3 200 2.0 100 1.0 3.0 3.0 3112014 Full Rental Af rd Covenant Telacu III- SV 75 74.0 74.0 74.0 74.0 6/162059 Fun Subtotal 232 225.0 225.0 4.0 4.0 2.0 2.0 231.0 231.0 IVDA -1,. 0 '0 ;-0 0 .,f f „ I yip ' Areas 231 2_5 22b. 4. 4.. 1 1 230 236 "TOTAL Through FY 2003.03 ': :1214. 622.5 622.5 276, 276, 1MO 438.6 '1037 1037 Through June 30,2005 Rental Athd Covenant ITuscany 2.225 Pumelo IVDA 328 33.0 33.0 33.0 33.0 _ 66.0 66.0 =7,'19,'2029F,,H AcquisiVSubsl Rehab 1379 Arrowhead IVDA 1 1.0 1.0 1.0 1.0 AcquisiVSubsl Rehab 195-197 M nol'u IVDA 2 2 0 :0 2.0 2.0 3%'- - 36.0 "s60 33.0 33.0 0.0 0.0 69.0 59,0 331 J6 33 33 0 0 69 6B -:1543 .638.31. 658.5 ;:;:309,.;.309.. f38.S. t3A3 -,1106.. t10S. ROSENOW SPEVACEK GROUP, INC. PAGE 40 APPENDIX C DETAILED LISTING OF • • - • APPENDIX C DWELLING UNITS DESTROYED OR REMOVED DIRECTLY OR INDIRECTLY BY THE AGENCY PRIOR TO 1999 Bedrooms Units Moderate Date of Project Destroyed/ Destroyed/ Very tow Units Demolition Area Removed Removed Low Units Units 669 North G Street Jun-95 CCN 2 1 1 2159 McKinley Street Jul-94 IVDA 8 4 2 2 2029 Newcombe Street Oct-96 IVDA 8 4 4 2094 Newcombe Street Oct-96 IVDA 8 4 4 2104 Newcombe Street Oct-96 IVDA 8 4 4 2105 Newcombe Street Oct-96 IVDA 8 4 3 1 2122 Newcombe Street Oct-96 IVDA 8 4 4 2123 Newcombe Street Oct-96 IVDA 8 4 2 2 2140 Newcombe Street Oct-96 IVDA 8 4 4 2158 Newcombe Street Oct-96 IVDA 8 4 4 2159 Newcombe Street Oct-96 IVDA 8 4 3 1 2176 Newcombe Street Oct-96 I IVDA 8 4 4 2177 Newcombe Street Oct-96 IVDA 8 4 4 2004 Newcombe Street Nov-96 IVDA 8 4 4 2028 Newcombe Street Nov-96 IVDA 8 4 4 2050 Newcombe Street Nov-96 IVDA 8 4 4 2122 Arden Avenue Nov-96 IVDA 8 4 4 2122 McKinley Street Nov-96 IVDA 8 4 4 2028 Dumbarton Street May-97 IVDA 8 4 4 2094 Dumbarton Street May-97 IVDA 8 4 3 1 2095 Dumbarton Street Jul-97 IVDA 8 4 4 2004 Dumbarton Street Sep-97 IVDA 8 4 4 2050 Dumbarton Street Se -97 IVDA 8 4 4 2072 Dumbarton Street Sep-97 IVDA 8 4 4 2104 Dumbarton Street Sep-97 IVDA 8 4 4 2105 Sunrise Lane Jun-98 IVDA 8 4 3 1 TOTALS 202 101 93 8 0 IVDA 1 200 100 92 1 8 1 0 RDA Project Areas 1 2 1 1 1 0 0 All units where bedroom counts were not available,the unit is assumed to have two bedrooms- ROSENOW SPEVACEK GROUP, INC. PAGE 41 Continued DETAILED LISTING OF • • APPENDIX C CONTINUED DWELLING UNITS DESTROYED OR REMOVED DIRECTLY OR INDIRECTLY BY THE AGENCY FROM 1999 THROUGH 6-30-2004 Bedrooms Units Address P4,of Project Very Moderate Destroyed/ Destroyed/' Low Units Dertttlon Area Removed' Removed Low Units Units 115 N Sierra Wa May-03 CC 2 1 1 736-38 North Berkeley Street Nov-00 CCN 4 2 1 i 688-698 West 6th Street Apr-04 CCN 6 6 6 2029_McKinley Street Apr-99 IVDA 8 4 4 2029 Dumbarton Street Jul-99 IVDA 8 4 3 1 2050 McKinley Street Jul-99 IVDA 8 4 4 2072 McKinley Street Jul-99 IVDA 8 4 4 2073 Dumbarton Street Jul-99 IVDA 8 4 3 1 2095 McKinley Street Jul-99 IVDA 8 4 4 2140 McKinley Street Jul-99 IVDA 8 4 4 2141 Newcombe Street Jul-99 IVDA 8 4 4 2158 Dumbarton Street Jul-99 I IVDA 8 4 3 1 2177 McKinley Street Jul-99 IVDA 8 4 4 2241 20th Street Ju1-99 IVDA 8 4 4 2251 20th Street Jul-99 IVDA 8 4 4 2271 20th Street Jul-99 IVDA 8 4 4 2321 20th Street Jul-99 IVDA 8 4 4 2331 20th Street Jul-99 IVDA 8 4 4 2371 20th Street Jul-99 IVDA 8 4 4 2051 Dumbarton Street May-00 IVDA 8 4 4 2291 20th Street May-00 IVDA 8 4 4 2391 20th Street May-00 IVDA 8 4 4 263 East 49th Street Nov-00 IVDA 2 1 1 271 East 49th Street#1-4 Nov-00 IVDA 4 4 2 1 1 275 East 49th Street Nov-00 IVDA 2 1 1 283 49th Street#1-4 Nov-00 IVDA 8 4 1 3 646 West 14th Street Nov-00 IVDA 2 1 1 676 West 10th Street Nov-00 IVDA 2 1 1 756 West 8th Street Nov-00 IVDA 2 1 1 8140 N Tippecanoe Avenue Nov-00 IVDA 2 1 1 815 West Orange Street Nov-00 IVDA 2 1 1 937-39 F Street Nov-00 IVDA 4 2 2 938 North G Street Nov-00 IVDA 6 3 3 2297 West Mill Street Feb-02 IVDA 2 1 1 969 E Laurelwood Drive Sep-02 IVDA 8 4 2 1 1 995 E Laurelwood Drive Sep-02 IVDA 8 4 4 953 E Laurelwood Drive Sep-02 IVDA 2 1 1 957 E Laurelwood Drive Sep-02 IVDA 4 1 2 1 1 ROSENOW SPEVACEK GROUP, INC. PAGE 42 Continued DETAILED LISTING OF • • APPENDIX C CONTINUED DWELLING UNITS DESTROYED OR REMOVED DIRECTLY OR INDIRECTLY BY THE AGENCY FROM 1999 THROUGH 6-30-2004 Bedrooms t3rttts`= Address Date of Project Destroyed/ Destroyed'/ Very Low Units Moderate} Demolition Area Low Units Units Removed Removed 983 E Laurelwood Drive Sep-02 IVDA 8 4 2 1 1 1223 W Rialto Avenue Oct-02 IVDA 1 2 1 1 123 E 2nd Street Oct-02 IVDA 2 1 1 123 N Sierra Way Oct-02 IVDA 2 1 1 125 N Sierra Way Oct-02 IVDA 2 1 1 1219 W Rialto Avenue Oct-02 IVDA 2 1 1 2094 N.McKinley Street Jan-03 IVDA 8 4 2 1 1 2104 N.McKinley Street Jan-03 IVDA 8 4 1 1 2 2141 N.Dumbarton Ave Jan-03 IVDA 8 4 3 1 115 E 2nd Street Feb-03 IVDA 2 1 1 145 N Sierra Way Feb-03 IVDA 3 1 1 150 E Rialto Ave Mar-03 IVDA 2 1 1 156 E Rialto Ave Mar-03 IVDA 2 1 1 116 E Rialto Ave May-03 IVDA 2 1 1 120 E Rialto Ave May-03 IVDA 2 1 1 135 E 2nd Street May-03 IVDA 2 1 1 137 E 2nd Street May-03 IVDA 2 1 1 1004 E Laurelwood Sep-03 IVDA 3 3 2 1 1005 E Laurelwood Drive Sep-03 IVDA 2 1 1 1005 E Rosewood Drive Sep-03 IVDA 2 1 1 1014 E Laurelwood Drive Sep-03 IVDA 4 1 1 1014 E Rosewood Drive Sep-03 IVDA 2 1 1 1015 E Laurelwood Drive Sep-03 IVDA 2 1 1 1015 E Rosewood Drive Sep-03 IVDA 3 1 1 1016 E Rosewood Drive Sep-03 IVDA 8 4 2 2 1026 E Laurelwood Drive Sep-03 IVDA 4 4 3 1 1026 E Rosewood Drive Sep-03 IVDA 2 1 1 1027 E Laurelwood Drive Sep-03 IVDA 4 1 2 1 1 1027 E Rosewood Drive Sep-03 IVDA 2 1 1 1028 E Rosewood Drive OSep-03 IVDA 2 1 1 1036 E Laurelwood Drive -03 IVDA 2 1 1 1036 E Rosewood Drive -03 IVDA 2 1 1 1037 E Laurelwood Drive -03 IVDA 4 1 1 1037 E Rosewood Drive -03 IVDA 2 1 1 1048 E Laurelwood Drive Sep-03 IVDA 3 1 1 1048 E Rosewood Drive Sep-03 IVDA 2 1 1 1049 E Laurelwood Drive Sep-03 IVDA 2 1 1 ROSENOW SPEVACEK GROUP,INC. PAGE 43 Continued DETAILED LISTING OF • • APPENDIX C CONTINUED DWELLING UNITS DESTROYED OR REMOVED DIRECTLY OR INDIRECTLY BY THE AGENCY FROM 1999 THROUGH 6-30-2004 Bedrooms Units Address Date of Project Destroyed/ Destroyed/ Very Low Units Moderate Demolition Area Low Units Units Removed Removed 105 N Sierra Way Sep-03 IVDA 2 1 1 1060 E Laurelwood Drive Sep-03 IVDA 3 1 1 1060 E Rosewood Drive Sep-03 I IVDA 2 1 1 1061 E Laurelwood Drive Sep-03 IVDA 2 1 1 1072 E Laurelwood Drive Sep-03 IVDA 3 1 1 1072 E Rosewood Drive Sep-03 IVDA 2 1 1 1073 E Laurelwood Drive Sep-03 IVDA 4 2 1 1 1082 E Laurelwood Drive Sep-03 IVDA 2 1 1 1082 E Rosewood Drive Sep-03 IVDA 2 1 1 1083 E Laurelwood Drive Sep-03 IVDA 2 1 1 1094 E Laurelwood Drive Sep-03 IVDA 2 1 1 1094 E Rosewood Drive Sep-03 IVDA 2 1 1 1095 E Laurelwood Drive Sep-03 IVDA 2 1 1 1874 Tippecanoe Avenue Sep-03 IVDA 2 1 1 1882 S Tippecanoe Avenue Sep-03 IVDA 2 1 1 904 E Laurelwood Sep-03 IVDA 2 1 1 905 E Laurelwood Sep-03 IVDA 4 3 1 1 1 905 E Rosewood Drive Sep-03 IVDA 2 1 1 914 E Laurelwood Drive Sep-03 IVDA 8 4 2 1 1 916 E Laurelwood Sep-03 IVDA 4 3 3 916 E Rosewood Drive Sep-03 IVDA 2 1 1 917 E Laurelwood Sep-03 IVDA 4 4 3 1 918 E Rosewood Drive Sep-03 IVDA 2 1 1 920 E Rosewood Drive Sep-03 IVDA 2 1 1 928 E Rosewood Drive Sep-03 IVDA 2 1 1 930 E Laurelwood Sep-03 IVDA 2 1 1 942 E Laurelwood Sep-03 IVDA 7 2 2 942 E Rosewood Drive Sep-03 IVDA 2 1 1 943 E Laurelwood Drive Sep-03 IVDA 2 1 1 949 Laurelwood Drive Sep-03 IVDA 2 1 1 956 E Laurelwood Sep-03 IVDA 9 3 2 1 956 E Rosewood Drive Sep-03 IVDA 2 1 1 957 E Rosewood Drive Sep-03 IVDA 2 1 1 968 E Rosewood Drive Sep-03 IVDA 2 1 1 968 Laurelwood Drive Sep-03 IVDA 2 1 1 969 E Rosewood Drive Sep-03 IVDA 2 1 1 980 E Rosewood Drive Sep-03 IVDA 1 2 1 1 1 ROSENOW SPEVACEK GROUP,INC. PAGE 44 Continued DETAILED LISTING OF DESTROYED/REMOVED APPENDIX C CONTINUED DWELLING UNITS DESTROYED OR REMOVED DIRECTLY OR INDIRECTLY BY THE AGENCY FROM 1999 THROUGH 6-30-2004 Bedrooms Untts Address Date of Project . Destroyed! Destroyedf Very Low Units 4lfatierate ; l M.0llttoq Are £^ Low Units Units 982 E Laurelwood Sep-03 IVDA 2 1 1 982 E Rosewood Drive Sep-03 IVDA 2 1 1 983 E Rosewood Drive Sep-03 IVDA 2 1 1 994 E Laurelwood Sep-03 IVDA 4 4 3 1 994 Rosewood Street Sep-03 IVDA 4 2 1 1 995 E Rosewood Drive Sep-03 IVDA 2 1 1 996 E Rosewood Drive Sep-03 IVDA 2 1 1 2083 20th Street Jan-04 IVDA 8 4 4 168 N Allen Street Apr-04 IVDA 2 1 1 174 N Allen Street Apr-04 IVDA 2 1 1 186 E King Street Apr-04 IVDA 2 1 1 192 King Street Dec-04 IVDA 3 1 1 199 E King Street Dec-04 IVDA 2 1 1 140 N Allen Street Jan-05 IVDA 3 1 1 188 Allen Street Jun-05 IVDA 1 1 1 168 Allen Street Apr-04 IVDA 2 1 1 189 Allen Street IVDA 2 1 1 1937 S Orchard Drive Sep-02 TC 6 3 1 2 232 N K Street Apr-04 UPT 2 1 1 240 N K Street Apr-04 UPT 2 1 1 246 N K Street Apr-04 UPT 2 1 1 TOTALS 499 256 163 70 23 IVDA 475 241 152 67 22 RDA Project Areas 24 15 11 3 1 All units where bedroom counts were not available,the unit is assumed to have two bedrooms. ROSENOW SPEVACEK GROUP, INC. PAGE 45 APPENDIX D DETAILED LISTING OF • APPENDIX D INVENTORY OF REPLACEMENT HOUSING UNITS Address Project' #of Units Total#of Very Low Units''' Moderate' Area Applied Bedrooms Units Units Total of Demolished Housing Units Prior to 1999 101 202 93 8 0 Replacement Units(under 75%rule) 2355 N Osbun Rd.-Highland Lutheran-Eden Ctr IVDA 50 50 25 25 244 East 52nd Street No 1 2 1 290 East 36th Street No 1 2 1 294 West 55th Street No 1 4 1 360 West 48th Street No 1 4 1 363 East 29th Street No 1 2 1 388 South Prospect Avenue No 1 3 1 1389 Alto Court No 1 4 1 394 Prospect No 1 3 1 424 Burney Street No 1 3 1 536 South Dallas Avenue No 1 4 1 537 South Dallas Avenue No 1 3 1 582 San Carlo Avenue No 1 3 1 583 South Dallas Avenue No 1 4 1 595 South Dallas No 1 4 1 597 North Macy Street No 1 1 655 North Dallas Avenue No 1 3 1 717 La Porte Avenue No 1 3 1 724 West 26th Street No 1 3 1 727 Ramona Avenue No 1 2 1 754 West Northpark Blvd No 1 3 1 795 North Pepper Avenue No 1 4 1 872 West 31st Street No 1 3 1 895 West Northpark Blvd No 1 4 1 955 West 41st St No 1 3 1 1_005 West Sunbrook Drive No 1 4 1 1005 West Suncrest Circle No 1 4 1 1022 West Sunbrook No 1 4 1 1042 West Suncrest Drive No 1 3 1 1119 Montrose Ave No _ 1 _ 3 1 _ 1154 West 15th Street No 1 2 1 1165 Mesa Verde Avenue No 1 1195 East 33rd Street No 1 3 1 1197 East Mesa Verde Ave _ No 1 _ 2_ 1 _ 1220 West 14th Street No 1 3 1 1245 Lynwood Drive _ No 1 __ 2____ 1246 West Edgemont Drive No 1 2 1 1250 West Marshall Blvd No 1 _ 2 1 1265 West 27th Street No 1 3 1 1284 Edgemont Drive_ __ No 1 3 1 1288 Blackstone Avenue No 1 2 1 1423 Colorado_Avenue No 1 _ _ 3 _ 1447 West Temple Street No 1 4 1 1488 West 9th Street No 1 4 1 ROSENOW SPEVACEK GROUP, INC. PAGE 46 Continued DETAILED LISTING OF • APPENDIX D - Continued INVENTORY OF REPLACEMENT HOUSING UNITS Address Project #of Units Total#of Very-Low Moderate'' Low Units Area Applied Bedrooms Units. - Units - 1488 West Temple No 1 4 1 1506 Union Street No 1 3 1 1519 West 8th Street-Ramona Senior Complex No 44 44 22 22 1594 North California Avenue No 1 3 1 1649 Davidson Street No 1 4 1 1763 North Pico Avenue No 1 3 1 2037 Lincoln Drive No 1 2 1 2267 Greenwood Street No 1 3 1 2346 Elodam Court _ No 1 3 1 2349 Atchison Street No 1 3 1 2354 College Avenue No 1 4 1 -- ----- — ---------- -- ---- -- -------- — ---------- ------- —_.-------__--- 2419 Deanna Drive No 1 3 1 2436 North G Street No 1 2 1 2524 North E Street No 1 2 1 2555 North Berkeley Avenue No 1 2 1 2556 Union Street No 1 3 1 2562 North I Street No 1 3 1 _ 2611 North F Street No 1 3 1 2665 White Pine Avenue No 1 4 1 2674 White Pine Avenue No 1 3 1 2722 White Pine No 1 4 1 2744 N Duffy Street No 1 4 1 2746 North Duffy Street No 1 4 1 _ 2748 West 7th Street No 1 4 1 2761 Genevieve No 1 3 1 _ 2765 North Arrowhead No 1 3 1 2772 Cincinnati Street No 1 3 1 2808 North D Street No 1 2 1 2814 East Cincinnati Street No 1 3 1 2815 Gardena Street No 1 4 1 2832 North Lincoln Drive No 1 2 1 2845 Sepulveda Avenue No 1 2 1 2895 North Lugo Avenue No 1 2 1 2895 West Etiwanda Avenue No 1 4 1 2909 Parkside Place No 1 3 1 2976 Pinon Court No 1 3 1 3072 Davidson No 1 3 1 3076 Sierra Way No 1 3 1 _ 3087 North G Street No 1 2 1 3119 Genevieve Street No 1 2 1 3119 Casa Loma Drive No 1 3 1 3128 Casa Loma Drive No 1 3 1 3138 Rockford Avenue No 1 3 1 3164 North F Street No 1 1 1 ROSENOW SPEVACEK GROUP, INC. PAGE 47 Continued DETAILED LISTING OF AGENCY REPLACEMENT APPENDIX D- Continued INVENTORY OF REPLACEMENT HOUSING UNITS Project tt of Units ' Total 1t of' Very-Low Moderate' Address Area, Low Units .,Applied,:,��. .13edr�toms,:- Units Units 3172 Mary Ann Lane No 1 3 1 3174 Mansfield Avenue No 1 2 1 3275 North F Street No 1 2 1 3299 Conejo Drive No 1 2 1 3389 North Mayfield Avenue No 1 2 1 3405 Fairfax Drive No 1 _ 4 1 3456 North Sierra Way No 1 3 1 3479 Acacia Avenue No 1 3 1 3588 Sepulveda Avenue No 1 3 1 3655 Mayfield Avenue No 1 3 1 3670 Camellia Drive No 1 2 1 3938 Conejo Drive No 1 3 1 3979 Ferndale Avenue No 1 3 1 4253 North Mountain View Ave No 1 3 1 4579 North Pershing No 1 3 1 4609 Sepulveda Avenue No 1 2 1 4724 North Pershing Avenue No 1 2 1 4945 North E Street No 1 3 1 4946 North Stoddard Road No 1 4 1 4994 North Mayfield Avenue No 1 4 1 5005 North D Street _ No 1_ _ _4__ _ 1 5215 Genevieve No 1 2 1 5216 Revere Avenue No 1 4 1 5227 N Sierra Mesa Road No 1 3 1 5294 North H Street No 1 4 1 — ------ —--- ------------- - -- --------------------- 5394 North Lantern Crest Dr No 1 4 1 5473 North Aster Street No 1 3 1 5473 Jesse Drive No 1 3 1 5534 Mayfield Avenue No 1 4 1 5537 North Ladera Road No 1 4 1 5547 North Ladera Court No 1 4 1 5557 North Ladera Rd No 1 3 1 5605 Surrey Lane No 1 4 1 5825 Scoth Pine Way No 1 4 1 5829 Merito Ave No 1 3 1 5964 North Walnut Avenue No 1 3 1 6254 North Indigo Place No 1 3 1 6424 Churchill Street No 1 3 1 6947 Elmwood Road No 1 2 1 7675 Guthrie No 1 3 1 Replacement Housing Need Met r" 220 473 89 73 58 1VDA 50 50 25 25 0 RDA Project Areas 170 423 64 48 58 ROSENOW SPEVACEK GROUP, INC. PAGE 48 APPENDIX I -Continued DETAILED LISTING OF • APPENDIX D -Continued INVENTORY OF REPLACEMENT HOUSING UNITS Address', Project #of Units Total#of Very Low- Moderate- ,Area lied Bedrooms Units Low-Units Units, Total of Demolished Housing Units From 1999 through June 30,2004 256 499 163 70 23 Replacement Units(at 100%of same income type or lower) 721 East 21 st Street CC 1 3 1 123 2nd Street IVDA 1 3 1 132 E King St IVDA 1 3 1 155 2nd St IVDA 1 3 1 185 2nd St IVDA 1 3 1 _ 150 E King St IVDA 1 3 1 120 E.Rialto Ave IVDA 1 3 1 162 West Wabash IVDA 5 6 4 1 168 Alien St IVDA 1 3 1 174 Alien St IVDA 1 3 1 186 E King St IVDA 1 3 1 188 Allen St IVDA 1 3 1 192 E King St IVDA 1 3 1 197 East 27th Street IVDA 1 2 1 199 E King St IVDA 1 3 1 202 Temple Street IVDA 1 3 1 230-34 E.14th St CCLM IVDA 1 2 1 248-252 West Wabash IVDA 1 3 1 267 East Olive Street IVDA 1 2 1 355 West 23rd Street IVDA 1 6 1 361 West 16th Street IVDA 1 3 1 395 West Wabash Ave CCLM IVDA 1 2 1 415 West 23rd Street _IVDA 1 3 1 448 West 23rd Street IVDA 1 3 1 571 Magnolia IVDA 1 4 1 636 East Evans Street IVDA 1 3 1 646 West 14th St(CCLM) IVDA 1 4 1 668 West 14th St CCLM IVDA 1 2 1 831 South K Street IVDA 1 2 1 951 N Crescent IVDA 6 12 6 1075 West 9th Street IVDA 1 3 1 1090 West 15th St CCLM IVDA 1 2 1 1149 Rialto Avenue IVDA 1 2 1 1153 Congress IVDA 1 4 1 1159 West Rialto Avenue IVDA 1 3 1 1229 Rialto Avenue IVDA 1 3 1 1291 Lugo Avenue IVDA 1 2 1 1292 Genevieve St CCLM IVDA 1 2 1 1331 North Mt.View IVDA 3 3 3 1359-61 West Oak Street IVDA 2 4 1 1 1364 West 9th Street IVDA 1 4 1 1365 West 9th Street IVDA 1 2 1 1 1375 Crescent Avenue IVDA 1 3 1 1441-1449 Mt View IVDA 2 4 2 ROSENOW SPEVACEK GROUP, INC. PAGE 49 Continued DETAILED LISTING OF • APPENDIX D- Continued INVENTORY OF REPLACEMENT HOUSING UNITS Project #of Units Total#of Very-Low Moderate Address Low Units Area Applied Bedrooms Units Units 1495 N Mountain View(NHS) IVDA 4 4 2 2 1501-1503 Pershing IVDA 2 4 2 1556 Mt.View IVDA 1 3 1 1650 Sierra Way IVDA 1 3 1 1662 Sierra Way IVDA 1 3 1 1763 Cone'o Drive IVDA 1 2 1 2369 Leroy Street IVDA 1 3 1 2696 Genevieve Street IVDA 1 3 1 1139 Perris St CCLM MTV 1 6 1 222 South Rancho Glen Aire No 131 262 131 2565 Foothill Sequoia No 240 480 240 135 South San Anselmo No 1 3 1 135-292-01 E King St No 1 3 1 168 Whipple Mountain Road No 1 2 1 202-208 43rd Street No 2 4 1 1 207 East 28th Street No 1 2 1 230 West 30th Street No 1 2 1 235 Sidewinder Mtn Rd No 1 3 1 235 East 48th Street No 1 3 1 236 East 44th Street No 1 2 1 241 Larkspur Drive No 1 2 1 243 East 43rd Street No 1 2 1 244 East 45th Street _ No — 1— — 3 1 245 Iris Street No 1 3 1 249 Larkspur Drive No 1 2 1 252 48th Street No 1 4 1 255 East 36th Street No 1 3 1 256 Ardmore Street No 1 2 1 264 East 44th Street _ No 1 2 1 272 Larkspur Drive No 1 3 1 279 East 48th Street No 1 3 1 281 West 27th Street No 1 3 1 284 East 44th Street No 1 3 1 291 East 42nd Street No 1 3 1 291 East 44st Street No 1 3 1 298 West 39th Street No 1 2 1 306 West 48th Street No 1 4 1 323 West 49th Street No 1 4 1 323 Country Club Lane No 1 2 1 340 West 35th Street No 1 2 1 357 Terrace Road No 1 4 1 393 East 28th Street. No 1 2 1 444 South Rancho Avenue No 1 4 1 444 South State Street No 1 4 1 515 Country Club Lane No 1 2 1 563 West 25th Street No 1 4 1 572 West 25th Street No 1 2 1 587 South Lassen Avenue No 1 3 1 603 North Meridian No 1 3 _ 1 603 North Dallas Avenue No 1 3 1 ROSENOW SPEVACEK GROUP,INC. PAGE 50 APPENDIX / -Continued DETAILED LISTING OF • APPENDIX D-Continued INVENTORY OF REPLACEMENT HOUSING UNITS Project #of Units Total#of Very-Low Mo7derate Address Low Units Area... A lied BedraoM7s Units U 624 West 28th Street No 1 3 646 West 36th Street No 1 2 720 North Medical Center Dr. No 1 3 1 734 North Dallas Avenue No 1 3 1 764 West 20th Street No 1 2 1 764 North Macy Street No 1 4 1 772 West 21st Street No 1 2 1 808 West 26th Street No 1 3 1 816 West 21st Street No 1 2 1 818 West 26th Street No 1 2 1 830 North San Carlo No 1 3 1 839 West 30th Street No 1 2 1 848 West 31st Street No 1 2 1 864 West 18th Street No 1 2 1 872 West 29th Street No 1 3 1 907 West 26th Street No 1 2 1 908 West 25th Street No 1 2 1 919 West 28th Street No 1 2 1 934 West Mirada Rd No 1 2 1 955 Pico Avenue No 1 2 1 971 West 27th Street No 1 2 1 1023 Sunbrook No 1 4 1 1033 West 25th Street No 1 2 1 1035 Western Avenue No 1 3 1 1043 West 24th Street No 1 2 1 1053 Medical Center Drive No 1 2 1 1059 56th Street No 1 4 1 1112 West 15th Street No 1 2 1 1118 West 16th Street No 1 2 1 1153 West 15th Street No 1 3 1 1159 West 16th Street No 1 2 1 1197 Cummings Way No 1 2 1 1221 Lomita Road No 1 2 1 1265 Oakwood Drive No 1 2 1 1266 West 24th St. No 1 3 1 1270 West 24th Street No 1 3 1 1275 East 34th Street No 1 3 1 1279 Lomita Road No 1 3 1 1282 West 24th Street No 1 3 1 1287 Colima Road No 1 2 1 1297 West 24th Street No 1 3 1 1344 North Maple Street No 1 3 1 1349 Reece Street No 1 2 1 1_349 West 15th Street No 1 3 1361 Arizona Avenue No 1 3 1 1363 West 13th Street — — _ No 1_ 2 _ 1 1364 East 35th Street No 1 3 1 1415 West 10th Street No 1 2 1 1442 West Evans Street No 1 3 1 1463 West 10th Street No 1 3 1 ROSENOW SPEVACEK GROUP, INC. PAGE 51 Continued P DETAILED LISTING OF AGENCY REPLACEMENT HOUSING UNITS APPENDIX D - Continued INVENTORY OF REPLACEMENT HOUSING UNITS s ty, a5 1479 West 10th Street No 1 3 1 1480 East Marshall,Unit#13 No 1 3 1487 West 15th Street No 1 3 1 1488 West 10th Street No 1 3 1 1531 West Evans Street No 1 4 1 1545 East Alto Drive No 1 4 1 1557 North 21st Street No 1 2 1 1570 West 21st Street No 1 3 _ 1 1612 Colima Road No 1 4 1 1650 Porter Street No 1 _ 3 _ 1 1690 West 19th Street No 1 3 1 1708 West Porter Street No 1 3 1 1711 West 7th Street No 1 3 1 1743 Herrington Ave_ No 1 3 1 1768 West 27th Street No 1 3 1 1791 Mallory Street No 1 4 1 1817 Porter Street No 1 3 1 1820 North Pico Street No 1 2 1 1837 West Virginia No 1 4 1 1850 Belmont Court No 1 3 1 1879 Herrington Avenue No 1 4 1 1889 North Pico Avenue No 1 1 1 1905 West Poplar Street No 1 3 1 1911 Deer Creek Drive No 1 3 1 1955 Clark Mountain Road No 1 3 1 1957 West 14th Street No 1 3 1 2026 North Medical Center Dr No 1 3 1 2045 Universal Avenue No 1 3 1 2049 West 15th Street No 1 3 1 2054 Teak Court No 1 2 1 2131 West Chestnut Street No 1 3 1 2160 W Rialto-Orangewood No 61 61 61 2170 Hanford Street No 1 3 1 2180 Grand Avenue No 1 3 1 2195 Hanford No 1 3 1 2204 West Mill Street No 1 4 1 2214 Chatka Lane No 1 3 1 2227 West Oregon Street No 1 3 1 2257 West 3rd Street No 1 3 _ 1 2270 Muscupiabe Drive No 1 2 1 2277 Adams Street______ No 1 3 2321 Spruce Street No 1 3 1 2330 Serrano Road No 1 3 1 2341 Walnut Street No 1 3 1 2364 San Anselmo _ No _ 1_ 3 2365 Oregon Street No 1 y 1 - 2383 Duffy Street No 1 5 1 -------....---- -------------- — - ----- -- ---- -- — - - --------—-- --- -- 2398 Victoria Street No 1 3 1 2405 San Carlo No 1 3 1 ROSENOW SPEVACEK GROUP, INC. PAGE 52 Continued DETAILED LISTING OF • APPENDIX D-Continued INVENTORY OF REPLACEMENT HOUSING UNITS s I P s it Total#of Very-Low Moderate. Low Units Bedrooms Units Units 2406 West 6th Street No 1 3 1 2423 West 6th Street No 1 3 1 2426 San Anselmo Avenue No 1 3 1 2438 Victoria Avenue No 1 4 1 2454 Victoria Avenue No 1 3 1 2460 Muscu iabe Drive No 1 3 1 2462 Victoria Street No 1 5 1 2473 Duffy Street No _ 1 _ 4 _ 1_ 2476 San Benito Avenue No 1 3 1 2494 San Benito Avenue No 1 3 1 2504 North Duffy Street No 1 4 1 2534 Saint Elmo Drive No 1 3 _ 1 2535 West 6th Street No 1 3 1 2542 West Union Street No 1 4 1 2543 Flores Street No 1 3 1 2544 Poplar Street No 1 3 1 2558 Duffy Street No 1 4 1 2564 Spruce Street No 1 4 1 2574 North 1 Street No 1 3 1 2576 North Pennsylvania No 1 3 1 2602 Pennsylvania No 1 3 1 2618 Etiwanda Avenue No 1 3 1 2635 Cardamon Street No 1 4 1 2639 San Anselmo No 1 4 1 2645 West 7th Street No 1 3 1 2645 Pleasant Way No 1 3 1 2648 Etiwanda Avenue No 1 4 1 2656 Torrey Pine Road No 1 4 1 2669(White)Torrey Pine No 1 4 1 2674 Shadow Hills No 1 1 1 2675 Shadow Hills Dr.#69 No 1 1 1 2686 W Mill St-Rancho Meridian No 142 142 67 39 36 2704 Serrano Road _ No _ 1 __3 _ 1 2705 San Anselmo No 1 4 1 2706 North Stoddard No 1 3 1 2715 Sunflower Avenue No 1 3 1 2716 West 5th Street No 1 3 1 2717 West 6th Street No 1 4 1 2718 Lincoln Drive No 1 2 1 2740 Lincoln Drive No 1 3 1 2745 North I Street No 1 2 1 2748 North D Street No 1 2 1 2748 North H Street No 1 3 1 2756 North Berkeley Avenue No 1 2 1 2760 West 5th Street No 1 3 1 2768 Victoria Street No 1 3 1 2769 Davidson No 1 2 1 2776 Genevieve Street No 1 3 1 2777 Ladera Avenue No 1 3 1 2783 North Arrowhead No 1 2 1 2787 Serrano Road No 1 2 1 2797 North"H"Street No 1 2 1 ROSENOW SPEVACEK GROUP,INC. PAGE 53 Continued DETAILED LISTING OF • APPENDIX D-Continued INVENTORY OF REPLACEMENT HOUSING UNITS � � � Project #of Units Total#of Very-Low Moderate „.. ... Area A lied Bedrooms Units Low Units Units 2798 North Lincoln Drive No 1 2 1 2805 Glenview Avenue No 1 4 1 2807 North"G”Street No 1 2 1 2808 Patterson Way No 1 3 1 2809 North Davidson No 1 2 1 2811 North Mountain View No 1 3 1 2823 North G Street No 1 2 1 2836 West 7th Street No 1 4 1 2839 North Acacia Avenue No 1 3 1 2844 Belmont Avenue No 1 2 1 2863 Etiwanda No 1 4 1 _ 2865 Acacia Avenue No 1 3 1 2865 Colima Road No 1 4 - -- 2875 Acacia Avenue No 1 3 1 2879 North Pershing Avenue No 1 2 1 - 2888 North Lugo Avenue No 1 2 1 - 2901 Garner Avenue No 1 2 1 2908 North D Street No 1 4 1 2908 North H Street No 1 2 1 2923 East Gardena Street No 1 2 1 2925 North Pershing No 1 3 1 2925 Lugo Avenue No 1 2 1 - 2931 North Mt.View Avenue No 1 3 1 --- ----- ----------------- ------------------ 2931 Havasu Court No 1 4 1 2936 North F Street No 1 _ 3 2939 North Sierra Way No 1 3 1 2939 Sepulveda Avenue No 1 2 2943 North I Street No 1 2 2946 Lincoln Drive No 1 3 1 2947 Genevieve Street No 1 2 1 2976 G Street No 1 2 1 3015 North Sierra Way No 1 2 1 3016 North Mountain View No 1 2 1 3028 North Pico Avenue No 1 3 1 3047 Davidson No 1 2 1 3057 North Pico Avenue No 1 3 1 3079 North California No 1 2 1 3085 Oregon Street No 1 3 1 3094 Santolinas Street No 1 3 1 3096 Stoddard Street No 1 2 1 3135 Hidalgo Drive No 1 3 1 3151 North Mountain View No _ 1 - 2 1 3160 Sanchez Street No 1 3 1 3164 North Pershing Avenue No ___1 __3__ __ 1 3327 Belle Street No— 1 2 - 3364 North Pershing No 1 3 1 ROSENOW SPEVACEK GROUP, INC. PAGE 54 Continued HOUSING DETAILED LISTING OF AGENCY REPLACEMENT APPENDIX D- Continued INVENTORY OF REPLACEMENT HOUSING UNITS fi #of Units Total#of Y A hed .-°Bedrooms lnits 3418 North"E"Street No 1 2 1 3423 Wall Avenue No 1 3 1 3472 Mountain Avenue No 1 3 1 3535 North Arrowhead Ave No 1 3 1 3539 Golden Avenue No 1 2 1 3548 North"D"Street No 1 2 1 3567 Genevieve Street No 1 3 1 3639 North Sierra Way No 1 3 1 3649 North Belle Street No 1 2 1 3782 Modesto Drive No 1 3 1 3795 Camellia Drive No 1 2 1 3899 North Sierra Way No 1 3 1 -------------------------------------------------------------------- ----------- 3961 San Benito Street No 1 3 1 4116 North Mountain Dr.(County) ___ _ No 1 2 1 4276 Cristy Avenue No 1 2 1 4294 Don Pablo Court No 1 3 1 4410 North Sepulveda Avenue No 1 3 1 4482 Acapulco Street _ -_ ___No_______ 1 4 1 4531 Sepulveda Avenue No 1 2 1 4656 North D Street No 1 3 1 4718 North D Street No 1 4 1 4830 North Christy_Avenue___ __ No 1 3 _ 1 _ 5050 North D Street No 1 3 1 5536 North Ladera Road No 1 4 1 5648 Surrey Lane No 1 3 1 5858 North Jesse Drive No 1 3 1 562 West Union Street UPT 1 3 1 Replacement Housing Need Met 906 1854 665 121 120 IVDA 68 164 49 22 5 RDA Pro ect Areas 838 1690 624 99 115 REPLACEMENT(DEFICIT)OR CREDIT 769 1626 498 996 955 ROSENOW SPEVACEK GROUP,INC. PAGE 55 SECTION C Implementation Plan That Describes Specific Goals, Projects, and Expenditures Proposed to be Made Within the First Five Years and a Description of How These Projects Will Improve or Alleviate Blighting Conditions This document presents the Five-Year Implementation Plan ("Implementation Plan") for the 40th Street Redevelopment Project of the Community Development Commission of the City of San Bernardino. This Implementation Plan meets the requirements of Section 33490 of the CRL, which was added to the CRL by the adoption of Assembly Bill 1290 in 1993, and later amended by Senate Bill 732 on September 28, 1994. Section 33352(c) of the CRL requires that the Commission prepare and adopt an implementation plan that presents the following: 1) specific goals; 2) anticipated programs, projects, and related expenditures proposed to be made during the next five years; and 3) an explanation of how the programs, projects, and related expenditures will eliminate blight within the Project Area. Pursuant to Section 33490(b), the Commission shall adopt an implementation plan every five years commencing with the fifth year after the Redevelopment Plan is adopted. Finally, Section 33490(c) provides that the Commission shall hold a public hearing to review the Redevelopment Plan and the corresponding adopted Implementation Plan no earlier than two years, and no later than three years, after the Implementation Plan has been adopted. Pursuant to Section 33490(a), this Implementation Plan presents: • Commission,goals for the Project Area • Commission programs (including potential projects) and/or estimated expenditures planned for the next five years. • An explanation of how these oals g , projects, and expenditures will eliminate blight in the Project Area. • An explanation of how these specific goals, objectives, projects, and will implement Sections 33334.2, 33334.4, 33334.6, and 33413 of the CRL ditures • An explanation of how these specific goals,P g , projects/programs, and expenditures will implement the low and moderate income housing requirements of the CRL by specifically including the following: 1• An annual housing program for the five-year term of the Implementation Plan that provides sufficient detail to measure performance of housing fund requirements which must be assessed under this Implementation Plan. Rosenow Spevacek Group,Ina May,2000 Community Development Commission of the C-1 CLIV nr.Cnn Ro...,...,i:.... 2. An enumeration of the number of housing units to be rehabilitated, assisted, price restricted, or destroyed(if any) during the term of the Redevelopment Plan. 3. An outline of the Commission's plan for the utilization of the Low and Moderate Income Housing Fund ("Housing Fund") including annual deposits, transfer of funds, or accruals for special projects. 4. An identification of programs/projects that will result in the destruction of existing affordable housing (if any), and the proposed locations for replacement housing. 5. The Commission's Ten-Year Housing Affordability Compliance Plan as required by Section 33413 and 33490(a)(2) and (3) of the CRL. GOALS AND OBJECTIVES Section 400 of the Redevelopment Plan delineates the Commission's redevelopment goals for the Project Area. These goals, which are listed below, were employed to formulate the overall strategy for this Implementation Plan and will serve as a guide for the Commission's activities during the next five years. 1. Implement the policies, goals, objectives and strategies as presented in the General Plan for the City of San Bernardino. 2. Eliminate and prevent the spread of conditions of blight, including but not limited to: underutilized properties and deteriorating buildings, incompatible and uneconomic land uses, deficient infrastructure and facilities, obsolete structures, parking deficiencies and other economic deficiencies, in order to create a more favorable environment for commercial, office, and residential development. 3. Provide opportunities for retail, commercial and office uses. 4. Promote the economic development of the Project Area by providing an attractive, well-serviced, well-protected environment for all residents and visitors. 5. Improve public facilities and infrastructure to provide adequate infrastructure, facilities and public services. 6. Promote local job opportunities in the community. 7. Encourage the cooperation and participation of residents, businesses, businesspersons, public agencies, and, community organizations in the economic revitalization of the Project Area. 8. Implement design and use standards to assure high aesthetic and environmental quality, and provide unity and integrity to developments within the Project Area. Rosenow Spevacek Group,Inc. Community Development Commission of the May,2000 C-2 City of San Bernardino 9. Provide and regulate the provision of the supply of parking to meet the needs of both residents and commercial businesses. 10. Remove impediments to land disposition and development through the assembly of property into reasonably sized and shaped parcels served by improved infrastructure and public facilities. 11. Recycle and/or develop underutilized parcels to accommodate higher and better economic uses while enhancing the City's financial resources. 12. Increase home ownership in the residential portion of the Project Area. 13. Increase, improve, and preserve the supply of housing, especially housing affordable to very low, low and moderate-income households. BLIGHTING CONDITIONS The purpose of establishing the Project Area is to address conditions of physical and economic blight. Sections 33030 and 33031 of the CRL defines physical and economic blight as: "(1) An area that is predominately urbanized, as that term is defined in Section 33320.1, and is an area in which the combination of conditions set forth in Section 33031 is so prevalent and so substantial that it causes a reduction of, or lack of, proper utilization of an area to such an extent that it constitutes a serious physical and economic burden on the community which cannot reasonably be expected to be reversed or alleviated by private enterprise or governmental action, or both, without redevelopment. "(2) An area that is characterized by either of the following: "(A) One or more conditions set forth in any paragraph of subdivision (a) of Section 33031 and one or more conditions set forth in any paragraph of subdivision (b) of Section 33031. 3303 1." (B) The condition described in paragraph (4) of subdivision (a) of Section Section 33030(c) also states that a "blighted area also may be one that contains the conditions described in subdivision (b) and is, in addition, characterized by the existence of inadequate public improvements,parking facilities, or utilities." Section 33031(a) describes the following"physical conditions that cause blight": (1) Buildings in which it is unsafe or unhealthy for persons to live or work. These conditions can be caused by serious building code violations, dilapidation and deterioration, defective design or physical construction, faulty or inadequate utilities, or other similar factors. Rosenow Spevacek Group,Inc Community Development May,2000 C-3 Commission of the City of San Bernardino "(2) Factors that prevent or substantially hinder the economically viable use or capacity of buildings or lots. This condition can be caused by a substandard design, inadequate size given present standards and market conditions, lack of parking, or other similar factors. "(3) Adjacent or nearby uses that are incompatible with each other and which prevent the economic development of those parcels or other portions of the project area. "(4) The existence of subdivided lots of irregular form and shape and inadequate size for proper usefulness and development that are in multiple ownership. Section 33031(b) also describes the following"economic conditions that cause blight": "(1) Depreciated or stagnant property values or impaired investments, including, but not necessarily limited to, those properties containing hazardous wastes that require the use of agency authority as specified in Article 12.5 (commencing with Section 33459). "(2) Abnormally high business vacancies, abnormally low lease rates, high turnover rates, abandoned buildings, or excessive vacant lots within an area developed for urban use and served by utilities. "(3) A lack of necessary commercial facilities that are normally found in neighborhoods, including grocery stores, drug stores, and banks and other lending institutions. "(4) Residential overcrowding or an excess of bars, liquor stores, or other businesses that cater exclusively to adults, that has led to problems of public safety and welfare. "(5) A high crime rate that constitutes a serious threat to the public safety and welfare." A description of the conditions and symptoms of blight which afflict the Project Area is set forth in Section B of this Report. , Rosenow Spevacek Group,Ina Community Development Commission of the May,2000 C4 City of San Bernardino The specific programs and projects contained in this Implementation Plan are designed to alleviate and/or eliminate the conditions of blight in the Project Area, which are listed below: I. Physical Conditions of Blight A. Buildings in which it is Unsafe or Unhealthy for Persons to Live or Work 1. Deterioration and Dilapidation 2. Serious Building Code Violations 3. Faulty or Inadequate Utilities 4. Defective Design and/or Physical Construction B. Factors that prevent or substantially hinder the economically viable use of capacity of buildings or lots 1. Substandard Design 2. Lack of Parking C. Subdivided Lots of Irregular Form and Shape and Inadequate Size for Proper Usefulness and Development that are Under Multiple Ownership II. Economic Conditions of Blight A. Depreciated or Stagnant Property Values or Impaired Investments 1. Depreciated Property Values 2. Impaired Investments a. Declining Retail Sales Tax Revenues b. Hazardous Materials B. Abnormally High Business Vacancies C. Crime The Project Area is also characterized by the existence of inadequate public improvements and/or utilities. The Commission intends to implement specific projects, through the Public Improvements Program, to alleviate this condition identified in Section 33030(c) of the CRL. Rosenow Spevacek Croup;Inc. Community Development Commission of the May,2000 C-5 City of San Bernardino j i i i FINANCIAL RESOURCES i The following table presents the nonhousing tax increment revenues the Commission may have available over the next five (5) years to fund Implementation Plan activities. The projections are based on a number of tax increment growth assumptions of annual increases of 2% to 5% for secured assessed values, 0.25% for unsecured values and the added assessed value resulting from new development in the Project Area over the five-year period. Financial resources available to fund implementation activities in the Project Area in addition to tax increment funds, may j include bond proceeds, rental income, loan repayments, federal or State grant funds, operating fund loans from the City and interest earnings. Until such time as the level of tax increment funds generated from the Project Area reaches a level which is sufficient to support a bond issuance to pay for capital cots, it will be necessary for the Commission to use grant funds and loans from the City or third parties to initiate redevelopment activities. These loans to the Commission will be repaid to the lenders from future years tax increment funds. Table A presents the annual projected gross tax increment receipts,--e.g. both the 80% funds and the 20% low and moderate housing set-aside requirement, NET of payments to affected taxing entities under the AB 1290 mandated formulas (sometimes also called the "80% funds"). The remaining net revenues are allocated to "Programs and Projects." TABLE A 40TH STREET REDEVELOPMENT PROJECT Annual Revenue/Allocations Fiscal Gross Tax Low/Mod Total Remaining Year Increment Housing Mandated Revenue for Revenue Set-Aside @ Pass-Through Capital 20% Payments Projects AB 1290 2000-01 -0- -0- -0- -0- j 2001-02 $101,474 ($20,295) ($20,295) $60,884 2002-03 $185,230 ($37,046) ($37,046) $111,138 1 2003-04 $295,695 ($59,139) ($59,139) $177,417 12004-051 $331,296 $66,259 $66,259 $198,778 Note:Tax Increment will not be received until fiscal year 2001-02 for the Project Area Programs and Projects Fund Tables B presents a summary of projected tax increment funds, which will be available for redevelopment (non-housing) Project Area Programs and Projects over the next five years. These projections assume funding of administrative expenses at a rate of ten percent (10%) per year. During the five (5) year term of this Implementation Plan, approximately $493,395 is estimated to be available to fund nonhousing Programs and Projects. 1 Rosenow Spevacek Croup,Ina Community Development Commission of the May, 2000 C-6 City of San Bernardino TABLE B 40TH STREET REDEVELOPMENT PROJECT PROJECT AND PROGRAM FUND (80% Funds) TAX 80% FUNDS FISCAL YEAR INCREMENT REVENUE 2000-01 -0- 2001-02 $60,885 2002-03 $111,138 2003-04 $177,417 2004-05 $198,777 5 YEAR TOTAL $548,217 Note: Tax Increment will not be received until fiscal year 2001-02 for the Project Area. Housing Fund Section 33334.2 of the CRL requires that the Commission set-aside not less than twenty percent (20%) of all tax increment revenue allocated to the Commission, pursuant to Section 33670, of the CRL into a separate housing fund account for the Project Area, to be used by the Commission for the purpose of increasing, improving, and preserving the community's supply of low- and moderate-income housing available at affordable housing cost, to persons and families of low- or moderate-income and very low income households unless specific findings are made, as set forth in Section 33334.2 of the CRL. Pursuant to Section 33334.2 of the CRL, the Commission will set-aside twenty percent(20%) of tax increment revenue allocated to the Commission from the Project Area into a separate housing fund. Table C presents a summary of projected 20% Set-Aside funds that will be available for housing programs over the next five years. Funding sources for the 20% Set-Aside include accrued interest earned by the Commission on the 20% Set-Aside funds held pending disbursement. These projections of the 20% Set-Aside assume funding of administrative expenses at a rate of ten percent (10%) per year. During the five (5) year term of this Implementation Plan, approximately $164,465 in 20% Set-aside should be available to fund housing projects. Rosenow Spevacek Group,Inc. Community Development Commission of the May,2000 C-7 City of San Bernardino Report to the City Council TABLE C 40TH STREET REDEVELOPMENT PROJECT HOUSING FUND L/M Housing Fiscal Year Set-Aside @ 20% Of Revenue 2000-01 -0- 2001-02 $20,295 2002-03 $37,046 2003-04 $59,139 2004-05 $66,259 5 YEAR TOTAL $182,739 Note: Tax Increment will not be received until fiscal year 2001-02 for the Project Area FIVE-YEAR PROGRAMS AND EXPENDITURES 11 ITU ► . o NONHOUSING PROGRAM • Commercial Rehabilitation Program The Commission proposes to initiate the first phase of the Commercial Rehabilitation Program. Initial activities will focus on the commercial properties along the primary commercial corridors of the Project Area, such as 40`h Street and Sierra Way, will include: evaluating existing structures from a structural and, design aspect; conducting a "needs" assessment to identify infrastructure, circulation, and parking deficiencies; and commissioning studies to identify both a general design theme and specific design concepts for each property. In addition, the Commission will formulate program funding strategies and an implementation plan through which rehabilitation assistance will be provided, when sufficient funds are available. The second phase of this effort (the scope of which will be determined by funding availability) may include the provision-of property rehabilitation loans and grants as well as facilitating private development, and reuse of properties. This program to invest in Project Area businesses may also include improvements to business facilities, equipment, and required new technology, as permitted by law. • Business Attraction and Retention Program Rosenow Spevacek Group,Inc. Community Development Commission of the May,2000 C-8 City of San Bernardino Report to the City Council The Commission will also implement the Business Attraction and Retention Program through the following activities: assessing current marketing strategies, brochures, and other materials; coordinating with the local Chamber of Commerce and/or trade organizations; pursuing actions identified in economic studies recently prepared for the City, including determining the needs of the community;. identifying appropriate businesses to attract to the Project Area; and developing a successful marketing strategy to bring these businesses to the City of San Bernardino. This program to invest in Project Area businesses may also include improvements to business facilities, equipment and required new technology, as permitted by law. • Public Improvements Program The Commission proposes to initiate the first phase of the Public Facilities and Infrastructure Assistance Program. Initial activities will focus on needed capital improvements, for example, there are street and streetscape improvements proposed for 40`h Street. Other activities will include creating a priority list of the public facilities and infrastructure improvements identified in the Redevelopment Plan. If funds are available, the Commission may also initiate various public infrastructure improvements pursuant to the Redevelopment Plan. FIVE-YEAR PLAN ACTIVITIES The Commission will fund the cost of these programs in years 2 through 5. TIMELINE The Commission will establish the Commercial Rehabilitation Program, the Business Attraction and Retention Program, and the Public Improvement Program in Year 1. The establishment of the programs will require the expenditure of funds. However, tax increment revenues will not be collected by the Commission until Year 2, the Commission will begin implementing projects and programs upon the receipt of tax increment revenues to offset these costs, unless other funding sources can be identified. Therefore, revenues collected in Year 2 will be applied first to the costs of establishing these programs and to reimburse the City for redevelopment plan adoption costs advanced and for any other capital cost advances of the City for the Redevelopment Program. The Commission will also prepare site plans, develop design concepts for structures, and determine the type and scale of needed businesses in the Project Area in Years 2 and 3. Site and architectural improvements, including, but not limited to, property rehabilitation and/or property acquisition and economic incentive programs will also commence. A marketing strategy for the attraction of businesses will also be provided in Years 2 and 3. In addition, funds for property owner rehabilitation assistance should be available in Years 3, 4, and 5. Available funds will be allocated to properties within the Project Area based on criteria determined by the Commission, such as financial need and/or level of needed rehabilitation. The development and implementation of a specific marketing program for targeted businesses should occur if funds are available in Year 3. l Rosenow Spevacek Group,Inc. Community Development Commission of the May,2000 C-9 City of San Bernardino PLAN GOALS TO BE ACHIEVED Completion of this program will achieve the following Redevelopment Plan goals: • Implement the policies, goals, objectives, and strategies as presented in the General Plan for the City of San Bernardino. • Eliminate and prevent the spread of conditions of blight, including but not limited to: underutilized properties and deteriorating buildings, incompatible and uneconomic land uses, deficient infrastructure and facilities, obsolete structures, parking deficiencies and other economic deficiencies, in order to create a more favorable environment for commercial, office, residential, and recreational development. • Provide opportunities for retail, commercial and offices uses. • Improve public facilities and infrastructure to provide adequate infrastructure, facilities and public services. • Promote local job opportunities in the community. • Encourage the cooperation and participation of residents, businesses, businesspersons, public agencies, and community organizations in the economic revitalization of the Project Area. • Implement design and use standards to assure high aesthetic and environmental quality, and provide unity and integrity to developments within the Project Area. • Provide and regulate the provision of the supply of parking to meet the needs of both residents and commercial businesses. • Remove impediments to land disposition and development through the assembly of property into reasonably sized and shaped parcels served by improved infrastructure and public facilities. • Recycle and/or develop underutilized parcels to accommodate higher and better economic uses while enhancing the City's financial resources. Rosenow Spevacek Group,Inc- Community Development Commission of the May,2000 C-10 City of San Bernardino BLIGHTING CONDITIONS ALLEVIATED OR REMOVED BY PROGRAM The achievement of the Goals and Objectives (through specific projects, programs, and expenditures) will eliminate blight by removing, in part, blighting conditions within the Project Area. The Implementation Plan does not attempt to outline a plan to eliminate all blight in the Project Area, achieving that goal will takes a much longer time frame than five years, but rather addresses how the Commission plans to contribute to the elimination of blight during the first five years of the Redevelopment Plan. Private sector activities will also contribute to the removal of blight and revitalization of the Project Area. • Commercial/Industrial Rehabilitation Program—The rehabilitation and improvement of properties will upgrade structures and eliminate deficiencies such as deterioration and dilapidation, code violations, faulty and inadequate utilities, defective design and substandard design. It is hoped that these activities will also attract new business to the Project Area, which will alleviate declining property values, declining retail sales taxes and business vacancies. • Business Attraction and Retention Program — By attracting and retaining businesses in the Project Area, business vacancies will be stabilized or reduced, and declining retail sales taxes will be alleviated. • Public Improvements Program — Additional public improvement projects, particularly along 40th Street and Sierra Way, will act as attractive amenities to both new and existing businesses. Attracting and retaining businesses will improve retail sales taxes, and vacancy rates. 80% Funds Estimated Expenditures $493,395 R HOUSING PROGRAM Existing land uses in the Project Area include a mix of residential and commercial uses. The residential properties suffer from deterioration and dilapidation, building code violations, faulty and inadequate utilities, defective design, substandard design, high vacancy rates and declining property values. The Commission will implement a housing program to rehabilitate and improve the existing housing stock citywide. In accordance with this housing program, the Commission will fund housing programs and projects, as prescribed in the following manner: Rosenow Spevacek Group,Ina Community Development Commission of the May,2000 C-11 City of San Bernardino • Housing Stock Evaluation/Program Development - The Commission will evaluate the existing housing stock to determine those areas, which may require assistance. Once these areas are identified, the Commission will develop a housing program based on this evaluation. The 20% Set-aside funds of the Project Area will be used for this program in accordance with the priority established in Section 537 of the Redevelopment Plan. • Housing Rehabilitation - The Commission will utilize low- and moderate-income housing set-aside revenues to rehabilitate the existing housing units throughout the City. This component of the proposed housing program will include the provision of funds through low interest loans and grants to the existing property owners. The 20% Set-aside funds of the Project Area will be used for this program in accordance with the priority established in Section 537 of the Redevelopment Plan. • First-Time Home Buyer Mortgage Assistance - The Commission will utilize low- and moderate-income set-aside revenues to provide first-time homebuyers with financial assistance. This will consist primarily of second mortgages to qualified homebuyers. The 20% Set-aside funds of the Project Area will be used for this program in accordance with the priority established in Section 537 of the Redevelopment Plan. FIVE-YEAR PLAN ACTIVITIES The Commission will fund the cost of this program in Years 1 through 5. TIMELINE The Commission will establish the Low- and Moderate-Income Housing Program in Year 2. Developing this program will involve the expenditure of funds, which will not be available until Year 2. It is the Commission's primary objective to provide low interest loans or grants to qualifying owner-occupants of the existing homes for the purposes of rehabilitation, in accordance with the priority established in Section 537 of the Redevelopment Plan. Additionally, the Commission will provide qualified first-time homebuyers with second mortgages and implement other assistance programs in Years 2 through 5, in accordance with the priority established in Section 537 of the Redevelopment Plan. PLAN GOALS TO BE ACHIEVED Completion of this program will achieve the following Redevelopment Plan goals: • Eliminate and prevent the spread of conditions of blight, including but not limited to; underutilized properties and deteriorating buildings, incompatible and uneconomic land uses, deficient infrastructure and facilities, obsolete structures, parking deficiencies, and other economic deficiencies, in order to create a more favorable environment for commercial, office, and residential development. Rosenow Spevacek Group,Inc. Community Development Commission of the May,2000 C-12 City of San Bernardino i 0 Encourage the cooperation and participation of residents, businesses, businesspersons, public agencies, and community organizations in the economic revitalization of the Project Area. • Increase home ownership in the residential portion of the Project Area. • Improve, and preserve the supply of housing affordable to low- and moderate-income households, in accordance with the priority established in Section 537 of the Redevelopment Plan. BLIGHTING CONDITIONS ALLEVIATED OR REMOVED BY PROGRAM The programs detailed above will alleviate blighting conditions such as deterioration and dilapidation, code violations, faulty and inadequate utilities, and defective design and construction. These conditions will be alleviated by the provision of financial assistance for the construction of improvements, replacement of deficient systems in the housing stock that do not comply with community housing, zoning and planning regulations, and by correcting deteriorated and dilapidated site conditions. Estimated Expenditures of 20% Set-aside $164,465 HOUSING COMPLIANCE PLAN The provisions of Section 33413(b)(4) of the CRL require the Commission to adopt and periodically update a plan to ensure compliance with the existing criteria of Section 33413 of the CRL regarding the affordability mix of new or rehabilitated housing units ("Housing Compliance Plan"). The.CRL further requires that this Housing Compliance Plan be prepared as part of the implementation plan required by Section 33490 of the CRL. This Housing Compliance Plan must be consistent with the jurisdiction's housing element and must also be reviewed and, if necessary, amended at least every five(5) years with either the housing element cycle or the implementation plan cycle. The housing compliance plan shall contain all of the requirements pursuant to Section 33490 (a)(2) and(3) of the CRL. The following discussions contain all of the required components pursuant to Section 33490(a)(2) of the CRL: 1. The amount available in the Low- and Moderate-Income Housing Fund and the estimated amounts that will be deposited in the Low- and Moderate-Income Housing Fund during each of the next five years. Rosenow Spevacek Group,Ina Community Development Commission of the May,2000 C-13 City of San Bernardino As previously mentioned above in Table C, the estimated revenue, which will be deposited in the Low- and Moderate-Income Housing Fund during the next five years is $164,465. 2. A housing program with estimates of the number of new, rehabilitated, or price- restricted units to be assisted during each of the five years and estimates of the expenditures of moneys from the Low- and Moderate-Income Housing Fund during each of the five years. The Commission does not anticipate the construction of any new residential units during the first five years of the Redevelopment Plan because there are limited revenues generated by the Project. The Commission estimates that the 20% Set-Aside funds from the Project Area will be able to assist in the rehabilitation of approximately 8- to 11 units Years 2 through 5 of the Redevelopment Plan, in accordance with the priorities in Section 537 of the Redevelopment Plan by providing approximately $15,000 per residential unit in assistance. As shown above in Table C, the estimated expenditures from the Low- and Moderate- Income Housing Fund is $0 in Year 1, $18,266 in Year 2, $33,341 in Year 3, $53,225 in Year 4, and $59,633 in Year 5, for a five-year total of$164,465. 3. An estimate of the number of new, substantially rehabilitated or price-restricted residential units to be developed or purchased within the Project Area, both over the life of the Redevelopment Plan and during the next ten years. As stated above, the construction of new residential units by the Commission is not anticipated at this time, or over the next ten years. Over the life of the Redevelopment Plan it may be possible to construct a limited number of new single-family homes and a limited number of senior housing units. The Project is limited by the amount of vacant property within the Project Area zoned for residential uses. Given current vacancy rates in the Project Area and limited tax increment revenue from the Project, no new housing is planned for the first 10 years of the Plan. However, depending upon the availability of 20% Set-Aside funds existing multi-family units may be recycled to provide additional housing opportunities for low- and moderate-income households and senior citizens. As shown in Table D, an estimated number of new residential units is 0, substantially rehabilitated is 40, and 10 may be price-restricted units over the next ten years. Over the life of the Plan, the number of new, substantially rehabilitated and price-restricted units is estimated to be 15, 160 and 40 respectively. However, these numbers will be dependent upon the Commission's allocation of funds and community interest. Rosenow Spevacek Group,Ina Community Development Commission of the May,2000 C-14 City of San Bernardino TABLE D 401h Street Redevelopment Project Projected Affordable Unit Assistance Does Not Include Replacement Housing Obli ation Estimated Units Estimated Units Total Number To be To be Developed Rehabilitated Of Units Years 1 to 10 0 40 40 Years 11 to 30 1 15 160 175 Plan Life Total 1 15 200 215 4. An estimate of the number of units of very low-, low- and moderate-income households required to be developed within the Project Area in order to meet the requirements of Section 33413(b)(2) of the CRL, both over the life of the Redevelopment Plan and during the next ten years. As described in this Implementation Plan none of the presently identified programs for the 80% funds are anticipated to displace any existing households during the first five (5) years following the Redevelopment Plan adoption. At this time, there are no anticipated projects, which would result in any residential displacement. Therefore, this Plan assumes 0 replacement units will be required for the life of the Redevelopment Plan. In addition, in light of the costs imposed upon the Commission to complete replacement units, a specific redevelopment project which would cause replacement housing requirements would be subject to careful economic screening as to its feasibility. Given the modest size and estimated tax increment projections for the Project Area, the Commission is not presently expected to have tax increment to replace a significant number of dwelling units. The projected number of housing units is an estimate and, therefore, may change over the next 10 years or over the life of the Plan. Thus, the total number of units that must be made available to affordable cost to moderate, low, and very low-income households, may change accordingly. 5. The number of units of very low-, low-, and moderate-income households which have been developed within the Project Area which meet the requirements of Section 33413(b)(2) of the CRL. Because the proposed Redevelopment Plan is in the process of being adopted and the Project Area has not yet officially been created, this requirement does not apply during the first five (5) years following Redevelopment Plan Adoption. Unless the Commission actually acquires residential units there will be no replacement housing requirement after the first five (5) years of the Redevelopment Plan. Rosenow Spevacek Group,Inc. Community Development Commission of the May,2000 C-15 City of San Bernardino 6. An estimate of the number of Commission developed residential units that will be developed during the next five years, if any, will be governed by Section 33413(b)(1). In light of planned community redevelopment activities described elsewhere in this Implementation Plan, the Commission does not anticipate the need to develop any residential units during the next five years. However, to the extent that 20% Set-Aside funds are available, then Commission estimates that 7 units may be rehabilitated with Commission assistance for low- or moderate-income households presently within the next five (5) years, subject to the priority established in Section 537 of the Redevelopment Plan. (Table D presents a forecast of affordable housing assistance through the end of the 10`'year of the Project Area) 7. An estimate of the number of Commission developed units for very low-, low-, and moderate-income households which will be developed by the Commission during the next five years to meet the requirements of Section 33413(b)(1) of the CRL. The Commission does not anticipate developing any residential units during the next five years. Therefore, the requirements of this section do not apply to the Project. The following discussion contains the required components pursuant to Section 33490(a)(3) of the CRL: Pursuant to Section 33490(a 3)O of the CRL, if the Implementation Plan contains a project that -will result in the destruction or removal of dwelling units that will have to be replaced pursuant to Section 33413(a) of the CRL, the Implementation Plan shall identify proposed locations suitable for those replacement dwelling units. The requirements of this section do not apply to this Implementation Plan as the redevelopment project activities described here do not propose any projects that will result in the destruction or removal of dwelling units. However, in the event that this occurs, the Commission will comply with the requirements of Section 33413(a) of the CRL. COMMISSION MEANS TO ACCOMPLISH REQUIREMENTS The Commission intends to use revenue in the Low- and Moderate-Income Housing Fund and any other appropriate funds available including, but not limited to, the Department of Housing and Urban Development funds and Community-Development Block Grants. The Commission will also provide rehabilitation loans and grants. GENERAL PLAN COMPLIANCE This Housing Compliance Plan, like the Housing Element in the City's General Plan, focuses on providing suitable housing for City residents including lower income households and has been prepared according to guidelines established in the programs and goals outlined in the Housing Element of the General Plan. Rosenow Spevacek Group,Inc Community Development Commission of the May,z000 C-16 City of San Bernardino - DRAFT - MIDTERM REVIEW AND ANIENDMENT of the Five-Year Implementation Plan 2004-2009 San Bernardino Redevelopment Project Areas and Inland Valley Development Agency Redevelopment Project Area (Low to Moderate Income Housing Component) Prepared for: Redevelopment Agency of the City of San Bernardino 201 North "E" Street, Suite 301 San Bernardino, CA 92401 (909) 663-1044 Date of Public Hearing December 17, 2007 Red 0 q.ment A;;enec ul the CiIv It ;In Ber na rdinu Mi(herm RCvII'll S \mend III I ul the I i \car Iwp le menlaliun Dec 311071 Plan'_0114-2 11119) TA BL E 0 F C0 N1[E N1[S SECTION PAGE 1 Purpose nf the Midocrn' WNW" ---------- '- ....................... .......... -----------| 0. Midterm Review Coverage /trru .......... ----............ .........- ...................... ............................... \ ( . 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S8-4 amendment Table Or New I Iousing IUc\elopmcnt Projects and Programs........................ M-4 SL(7110N 9— UPTOWN Midterm Status We for lAkthy Obligations, Projects, and I'rogmnN ................. S9-1 Amendment"fable for New Connnercial Dn elopment Projects and Pmgmns ............S9-6 Amendment We for New Ilousing Dc%vlopnicrnt 1rojects and Prop,rams..................................... S9-6 SECTION 10— NIT. VERNON CORIZIUOIZ Midterm Status We for panting Obligations, Projects, and Programs ....................................... S10-1 amendment Table [or New Commercial Dcy�clopment Projects and Programs ........... S I M Amendment Fable Or New I lousing DeNvIopment Projects and Programs................................... S10-5 SECTION II —401'1S,FlzF,T:T Nhwerm Status fable for FAisting Obligations. Projects, and Progranis ....................................—S I 1-1 Amendment Table for Nc%� Commercial Ucvelopment Projects and Programs ............................ S1 1-3 Amendment Fable for New I lousing DeMopnnent Projects and Pro,(rams...................................Sl 1-4 SECTION 12 INLAND VAI,I,T:1' UI';VI?LOP�iI,N'T ,�GI�;NCY Rh:l)I'��'I�.LOP�IE;N"T PROJECT Midterm Status laWc for Existing Obligations, Projects. and Programs ....................................... S12-1 amendment Fable for New I lousing Dcv clopmcnt Projects and Prog rams................................... S12-1 SFC'TION 13—HOUSING Ilousiut� .......................................................................................................................................... S13-1 lnclusional-V I lousin(-'....................................................._..........................._................._................ S13-1 ReplacementI lousing......_.......... ............................................................._ ...................................S13-3 Ilousint� fund OhIig"a tioils......................................................................................._..................... S13-4 AffordablcI Iousing Programs ............................................................................................—......... S13-4 Aflordable IIousin,, Accomplishments—........................................................................................ S13-6 G. Midterm ReNie" Process Conclusion _....................................................................................... S13-9 R,dcc clopnxvrt.Agcncc of the C ih of tian Bernardino \W lm.Rer-&amendment ofthe Five-1 car Im p lemcntati on Dc 2007119:in 18114-20091 NIIDTERNI REVIEW AND AMENDMENT of the FIVE-YEAR IMPLEMENAT'ION PLAN 2004-2009 A. Purpose of the 1\lidterm Review: The purpose ol' the Midterm Review ("Rcv.ew._) of the Redevelopment Agency of the City of San Bernardino (-Agency") Dive-Year Implementation plan 2WW-2009 (..1 lane) is to provide a review of the status of the programs and projects that were approved by the Community Development ConwAssion of the City of San Bernardino (..Commission") in December 2004 and the Ilousing Compliance Plan ("housing 1'ON ) approved in January 2007 that cover the same 20AL2009 period. In addition, the Review is an opportunity to adopt any new programs or projects since the adoption of the original Plan. This Review is required by the provisions of Ala 12904 and must he completed prior to December 31, 2007, the end of the third vow of the Plan. The Review does not attempt to rcvic" the history of each project from the time of adoption, but focuses orl the progres, and status of' the Alwncy's programs and projects relative to the f objectives o each rcdcvelopmcnt plan. 6. Nlidtenn Review Covera<n Area: The Rcx icw will cover the Agency's Icn (10) redcvclOPmcnt project areas as part of the original plan which includes State Colkgo Central City North. Central City W12m, Southeast lndustrial Park. Northwest_ Tri- (Ty. South Valle. I-mown, A. Vernon Corri&)r, and C'en nd City Projects Needed which is comprised of We Central City Just, Central City Sol.lth.. Mcadowhrook_, and Central City Projects. In addition, the Review will include the Review of the 40th Steel RcdevcloMnent Plan adopted in 2000 and the Agency's housing responsibilities and activities chywide and all of fn housing activities conducted within the Cho, boundaries of the Inland Valley Development Agcucv Redevelopment Project Area. C. Midterm Review Amcndinents: The Review will provide the opportunity to amend the original Plan and add any new programs or projects since the adoption of the original Plan. The two syniilcant events that have occurred since the adoption of' the original plan in 2004 yeas the adoption of the 40'1' Strecl. Redevelopment Plan in 2000 and the IVDA authorization for the Agency to rebrm and complete the IVDA's low to moderate income housing responsibilities in return loo- IVDA's 20"') low- to moil,_rate-income honSLnL_1 set-aside tax increment revenues on an annual basis. Ked­lopmen) A encc of the Lit) ntSan Rernatdino Ali wm WW".f "meiulmenl of Ute Dice-bear ImplemenCrtio I Dec 2007111k,n 2004-20(19) D. REDEVELOPNIEN'I' PROJEC'I, AREAS MAP Lu o F a Z �. m Z c W CIL J LU U W o l o z I I i i � N i Rcdccclupmcnt Ay!Pm'y o(Ihc(in o(S:ut Iicr"ill AlidIcnn R, IPR R \IIIC 11 d I c it o the I I cur Imp lc m c n 181 ion Urc 20117 WIen 2004-2009 lj ca- cr- r-I ti, I f`I � r. I� _ G J ti �L JJ L r- r- f — J i M J J III I M _ I u— — i n r , _ E." v — V L I _ — I — — � :n I f. 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I �., - ^� I HOUSING This section of the City of San 13err1ardino-s Redeveloprllcnt Projcct Implementation Plan Review pr,,lvides a summary of progress and provides an update cm the Agency's housing activities over the last two and one-half years ending June 30, 2007. The Review of the f Iousing Component will address the Agcncy.s progress in meeting the following goals as described in the FY 2004/2005 Implementation Plan. • To account for the number of affordable dwelling units, either constructed or substantially rehabilitated, in the Project Areas since adoption: • To forecast the estimated number of dwelling units to be privately developed or substantially rehabilitated between fiscal years 2004-2005 and 2013-2014 and over the duration of the constituent Redevelopment PlL111; • To forecast the estimated numbcr of dwelling, units to )e dcvcloped or substantially rehabilitated by the Agency between fiscal years 2004-2005 and 201 3-2014; To project the availability of Agency revenue for funding affordable housing production; • To identify implementation Policiesrprograrns mid potential sites for affordable housing" development: • To establish a timeline for implementing this Ilousim., Compliance Plan to ensure that the reduirements of Conlnlunity Recfevclopnlcnt Law (CRL) Section 33413 are met during the tcn-year pet-loci between fiscal years 2004-2005 anal ?013-201 4-1 and • To review, the consistency oCAgency affordable housing goals, objectives, and progn_ams pursuant to the City's Housing Flenlent. INCLUSIONARY 110USING Redevelopment Law mandates that fifteen percent (1 of all non-Agency developed housing (or thirty percent (30'),,o) for Agency-developed housin(_,) within a Redevelopment Project Area be affordable to low- and moderate-income households, forty percent (40°0) (or fifty percent (501%)) for Agency developed projects) must be afturdablc to � cry low-incomc households. DUring this reporting period, FY 2005/2006 Through FY 2006.2007, the total number Of new housing construction in the Project Areas and the IVDA are as 161lows: Northwest Project Arca., twelve (12) units; Uptown. seven (7) units; Mt. Vernon, eleven (1 1) units; 40'(' Street, twelve (12) units; IVDA, eighty-three (83) units. It should be noted that the Tri-City and South Valle project areas produced no nclw construction or substantially rehabilitated units. -Fable 1 provides the total of rehabilitated or constructed units in all Agcncy Project Areas including IVDA, with inclusionary and replacement requirements pursui_111t to the CRL until build-out Table 1 also sununariies the number of affordable incomc units reyuirell. Kcdcrclopnunl:A."cnc) or the Cite of San Bernardino Midi uo Re,ic�,& Ano,mI Inc nl oI the Dice-)cm I tit ph,mcntation 1)cc 2007 21104-20(9) section 13-1 1 ABIT- 1 Iutal of, y'L I,nils L t y9 C nits l \uv Lo\c, Required Required I Ocer ()vt:r Life of Summary of 6.nits Urccli»ccl tiuntber o1 Lo�c�� Rehabilitate Unity h1oderate Life of Plan .Attu_ Ilan :All Project � � d I toduccd Units Required II6°f,) (100°( t601),i� Units Built Prior to 06,30/2001 760 113 40 67 I,nits BLIilCSubstantially Rehabilitated'0O1'2002 tiro X0011 X004 106 16 7 9 Units BuiltSuh�tantially Rehabilitated 200}i'006 thru 1 '013''01 1 I"(I I A_l 71 I01) fo he RUiIt'Proyided Cl Remaining,Project lcrm PT i atc 16°I� 6d1 97 39 68 1 otal Unit Production for Al Project :areas 0%el-l um o Plans ?%I- 409 166 2a3 1-able 2 below depicts the total number ot'decd restricted inclusionary units produced though June 30, 2007. Since 19()4, the Agcncy has produced a total ot' 1,135 affordable inclusionary units, of which twenty-nine (29) units wo—c produced durin11 thiS Midterm reporting period (2005/2006 through 2006/2007). I ahle 2 Inclusionan Housing Productiou #knits cr'y Loge #Units Lore �� S of Mod Units Tot #ut Units NN (CR s � l ot:tl Credited Total ( redited Total Credited Total Credited 1()9} I 19961996 I 6 6 1995 II dl -- I�)9) < < 9 I 1 ,R 3S '01)0 104 1 6I 6 15 I SO I S0 ?001 I.5 I.i �� 47 I A I\ 56.5 h65 011? 1 4 t' 7-, � 415 14.5 - 10 i 5 _6 3.6 O0 I 1 Id 14 14 I 31 'Illli 1004 i �I 00=4 '()05 i6 16 0 69 69 X006 2UO6 I I I I 1O O 3 ---�- 14 '-1 '006 Iotal, 6 O 0-0 I9 �) 14- I-1 1136 I I)6 Redevelopment.A„enec of Ila Cit) of tiara Bermodino Alidt"n,Reci, A lmendnu-nt of the I i,e-bear IIn plementati on Dec 2007—(Phiu 2004-2009) Suction 11-2 Table 3 reflects the Agency"s reconciliation of aftordable inclusionary housing units. The total number of new construction in cash project area, including the 1VDA, until build out is 2,717. Of the 2.717 neWly constructed or substantially rehabilitated units, the Agency is required to produce 408 inclusionary, units (fifteen percent (15`io) recjuircmcrit). The Agency has produced a total of 1,135 inclusionary units. 1 able 3 Units to be Produced in Project_krea< Units with Inclusionary Requirement Total N11mbcl-of Units to be Produced in ,NII Project Ar:,_ts to (Build-0111 2717 State In CILI SlOnarV Requitement fot All Plolect At(ts to Build-Out(15') 408 Abency Actual PIUdUCtI011 of I1ICIUS1011al v C`tuts. 1 13S --- ------------ III S/ I)Of'Re(luued III CILISIOIWIy IIMIS 727 s The Agency is in compliance and has met js jnclusioll_try housing obligation With a surplus of 727 units. REPLACEMENT HOUSING When low- or moderate-Income housing units arc desirowd or taken out of the housing market as part of an Agency project. the Agency must replace those units. The replacement units must be new or newly rehabilitated low- and moderate-income units provided Within four years of the destruction or removal. All the replacement units must be affordable to persons and households of lo,w and moderate-il1comc. I able 4 Sununar} or Dtlellillg Units to lie or Proposed to he Demolished DirectIN of luditectl'N I"c (nc) r imc gumbo c t AUtotd tblc Units t nits r)CIIIAI>Itcd - - T - -- - -- - Pcriod �'cl Lcv� t III t', LLo�c I nits Modcmtc Units 19(4'1 Q08 10 93 0 - - - -- -1 9"-1004 162 G 2' -005 '014 I otals 410 7() 10 _4 r th1( Summars of luNuttor� of,Repla(un(nt IIousim„ =_ l imc Pct o Replacement � tiumher of V7ordabl( Untts - i T _ l'nits crc I otti Law Moderate I<)9119 99X "0 tit 5 s - - - - - -- 199 '004 ')fit, 005 1()0 I t -14 I otals 11-4 i 100 Hed"'o cl opment:X);enc� of Cih of San Bernardino Midterm ltecic"&.-Ammldmciet of the lice-bear Inyilementation Dec 2007—(Plan 2004-2009) Section 13-3 HOUSING FUND OBLIGATION The CRL requires that twenty percent (20 1)/t)) of the Agency's Tax Increment to po towards increasing, improving and preserving the community's supply of low- and moderate-income housing. Table 7 (Attached) presents staffs 601-CeaSt of Housing Fund revenues and debt service for this Review. Table 7 also identifies estimated amounts of available Housing Fund dollars to be deposited into the I lousing Fund I-or a ten (10)-year period. AFFORDABLE HOUSING PROGRAMS The Agency has undertaken the following activities in order to meet the long-term affordable housing needs for all project areas and the community. The accomplishments listed below are for the period beginning December 2004 through June 30, 2007. Homebuyer Assistance Prop am The Agency's ItomebuVer Assistance Pro(_�ram (I IAP) assists income eligible households with up to twenty percent (20°,0) of the purchase price to go towards down payment assistance and/or pay a portion of closing costs. The HAP Program has assisted fifty-eight (SS) households with down payment assistance. California State t_Inlyersity_ProlessOr_ti !_lonnebul�ci-/\-Ssistance I'rct ram The Agency's California State University Professor's Homebuyer Assistance Program (C'SUSB HAP) was specifically tailored for full-time tenure track faculty wishing to purchase a home in San Bernardino. The CSUSI3 HAI' will provide up to twenty percent (2WIO) not to exceed $70.000 in down payment assistance. 'fhe C'SUSB HAP Program has assisted one (l) full-time tenure track faculty member relocating to the City of San Bernardino to purchase a home. Mobilehome Grant Rer Ppogam The Mobilehome Grant Rcpair Program (MHG) provides grants up to S5,000 to income eligible mobilehome owners for minor home repairs and improvements. The MHG Program has assisted twenty-nine (29) mobilehome owners. Sim;le Family Beautificatioii-,Rehabilitation Loan,Grant Program File Single-Family F,xterior Beautllieation Grant Program assists homeowners who are occupying their dwellings and whose incomes do not exceed one hundred twenty percent (120°o) of median income. The "grant' up to $10,000 is for exterior improvements to their Property. Property owners are required to attend a "Prevciitativc Maintenance-' class conducted by one of the City's local non-profit partners, Neighborhood I lousing Services of the Inland Empire (NI ISLE). A total of507 households benefited from the Beautification Pro( ram. kedecelopment Agvne)of the Cite of San Bernardino Alidterm A Antendment of the I ire-bear Implementation Dec 2007 (Plan 2004-2009) Section 13-4 Homebuycr Education The Agency contracts with Neighborhood. Mousing Services of the Inland Empire (NIISIE) to provide financial counseling and I10luCbuyer educatiGn to low- and moderate-income households embarking on the purchase of a home. The homebuyer component teaches participating families about basic household budgeting, household maintenance, saving for major repairs and the importance of the upkeep of the family home. The C'ity will continue to implement: and market programs designed to promote homeownership oppor_tunitics. The goal of this effort will be to continue to promote long-term homeownership opportunities, thereby stabilizing neighborhoods and improving low-income communities. NHSIE has provided homebuyer education to 1.542 families. N1P Pro��ram The Neighborhood Revitalization Program is an anti-Might, strategy program designed to improve neighborhoods experiencing severe deterioration. The NIP Program has assisted 366 households in beautifying the exteriors of their homes. Oldtimer's Foundation The Old Timers Foundation, a local non-profit corporation, performs minor and emergency repairs to low-income homeowners (eighty percent (SW"'6) and bc1mv median income). The repairs do not exceed SI,000 per house. Eligibility requiremer)ts require that the, applicant be a senior age 60. disabled, handicapped, or a recipient of SS1. Old "1 imer's has assisted one hundred sixty-two (162) homeowners with repairs such as plurnbin-., repLicing doors. screens, and window glass, and minor electrical repairs. Utiily Rebate Program The Utility Rebate Program assists San Bernardino City households that are at fifty percent (50%) of Area Median Income (AMI) with utility payments. The Utility Rebate Program has assisted six hundred two (602) families and/or individuals. San Bernardino City I_lousing Authori-t_y The San Bernardino City Housing Authority was crealcd in order to Facilitate blight removal and the development of affordable housing outside redevelopment project areas. Redevelop numt A�encc of the<jt.-of San Bernardino )lidici m Rc�iev�& gnu idment of the I kc-fear in lenuntation Ikc?007--(Plan 3004-3009) Section 13-�; AFFORDABLE IIO[1SING ACCOiNIPLISIIN'IEN'FS Meadowbrook Homes - Phase 1 ANR Industries purchased twenty-three (23) parcels on Sierra Way, Rialto Avenue, Allen, King and 2`1 Streets. This area was severely distressed and was comprised of older residential homes, many of which had not been maintained, were boarded up, abandoned or under-utilized vacant parcels collecting debris and trash. ANR constructed twenty-three (23) new single-story and two- story detached homes ranging in square tootage fi-om 1,400 to 1,700 square feet. Of the twenty- three units (23), ten (10) units were made available to low- and moderate-income households. Meadowbrook Homes Phase to The Agency and the City of San Bernardino Housing, Authority (the "Authority") entered into a cooperation agreement to acquire eight (S) parcels of land located in the Meadowbrook Neighborhood. The lots included two (2) vacant parcels, one (I) previously occupied rental unit, and five (5) vacant rental units. The purchase of the parcels was to expand the supply of new sinole-family homes available at affordable prices to Moderate-Income families. ANR Industries purchased the eight (8) Lots from the Agency and constructed eight (�3) new single-family residences similar in size, and desi(In as those built in Phase 1. Six (6) of the new homes were set- aside for low- to moderate-income households. ('1'eatl\C HOLISiu i Solutions CrCatlVe Housing Solutions, Inc. (CHS), a nonprofit housing developer, through a grant constructed sixteen (16) new in-till single-family homes 'evithirn the Old Towne Target Area. Two (2) of the units were restricted for low-income households TELACU Senior I lousing - Sierra Vista TELACU is a nonprofit community development corporation founded in the late 1960s to promote community and economic development activity. TELACU has developed senior housing throughout many communities. The Sierra Vista Project is located at 602-666 West 6t" Street and consists of a seventy-five (75)-unit, three-story senior citizen housing complex with a community center. The Project will include a connnnon multi-purpose room, kitchen, library, laundry room, storage space, an attractive lobby foyer and offices. Seventy-four (74) of the units will have one (1) bedroom with a living room, kitchen, and bathroom containing approximately 540 square feet. Seventy-four (74) of the units will be sct-aside for low -inconnc seniors. TELACU Senior Ilousirn(-,- Monte Vista The Monte Vista Senior Housing project is located at 4`�' and H Streets. The project was completed in December 2004 and contains a connnnon multi-purpose kitchen, library, laundry room_ storage space, an attractive lobby%fovcr and offices. Seventy-four (74) of the units will be one (1) bedroom with a living room, kitchen, and bathroom containing approximately 540 square feet and set-aside for low-inconnc seniors. ttedcNclopnu•nt A��enc� of the Cilc of tiara Bernardino Midterm Ize ie,�&,amendment of the Dice-Scar Implementalion Uu 3007—(I Ian 2014{-2009) sccliun 13-6 TEEACU Senior Housing E3uena Vista The Buena Vista Senior housing Project, located on ('onunercial Road, consists of a seventy-five (75)-unit, three-story senior citizen housing complex with a community center. The Project contains a common multi-purpose kitchen. library, laundry room, storage space, an attractive lobby foyer and offices. Seventy-four (74) of the clips vvill be one (1) bedroom with a living room, kitchen, and bathroom containing approximalcly 540 square feet and set-aside for low- income seniors. Habitat for Humanity Habitat for Humanity, San Bernardino Area, Inc., developed two (2) singIc-family homes on two (2) lots they own on l 9`'' Street. The homes were sold to low-income (fifty percent (50%) of area median income), pre-qualitied families at c,;)st, with no interest. Senior Housing Advocates, Inc. Senior Housing Advocate Corporation, a California non-profit corporation. constructed a three (3) bedroom, two (2) bath, and two (2) car garage single-faniily home ofapproximatel_y 1.300 square feet at 194 East 1 It" Street. The New home was sold to a qualified low-income buyer (income of not more than eighty (�0°,�0) ofthe area median income) France Transitional I fousint! Pro(_,ram The Agency assisted Frazee Community Center in the acquisition of fourteen (14) affordable rental units to relocate residents occupying recital units in the Arden-Guthrie area. Under Frazee's transitional program, the families are allowed to stw/ in the program for up to a six (6)-month period while they arc working and saving money bet'()r ' moving on to permanent housing. Rcdecclnpmenl-A;'ell � of the(ih (4 San Bernardino Nlidtei m Re,iel,l \nuniment of the I ice-)ear Implementalion Uu.'.007—(Man 3004-2009) Seetion 13-7 Ii I Ic cl 1 1-1 cl WI In in in cl I > n ID I 'cl C cl in in CD I c�l in [If IjI 11 IT) Q c' I X Ir l7 Cl, I cl �T! ID I, < < cl LL ln, ill Z > p cr z < < < C. LMid-Terin Review Conclusion: The Redevelopment Agency of the City of San Bernardino ("Agency") has accomplished significant commercial and housing projects and activities in the Oty�q Redevelopment project areas as well as in the IVDA project area over the initial two and one-half(2-1/2) year of the Implementation Plan period. The Agency's activities represent a strategy that leverages the Agency's investment in the community that will, in turn, increase future tax increment revenues Arr future revitalization projects as well as increasing the jobs base and other tax revenues for the City. In addition, the Agency's projects and programs are meant to achieve a higher strategy of positioning the Agency to achieve many of the Chy's General Plan, Capital Improvements Program, and Specific Plan goals and objectives. During the final two (2) years of the Implernerntation Plan period, the Agency will continue to work towards the completion of stated pr( jects. The Agency continues to exceed its housing pn)ducdon obligation as required under the CRL and will continue to utilize both non-housing and housing funds towards the creation and preservation of ah0dable housing as well as eliminating substandard and bh2Mcd housing conditions. The Agency is in compliance with the reporting requirements of A131206 for both the Five-Year and Housing Implementation Plans. The Review identities the Ag-cncy's achievements and success in meeting many of its goals and objectives, as well as chart a course to continue its mission. The Agency will have sufficient financial resources and opportunities to irnplemeni the identified programs to further achieve its goals and objectives. and to meet its housing obligations. I f necessary, the Implementation Plan can be amended at any time to include a new project, and the Agency's annual budget can be modified to meet future budgetary needs and new program goals. Ralecelopmenr,Agcnc� ofthu Ctt;of San Bernardino 1litlletm Necie,,A Amendment of the File car Implenoentntion Dec?007—(Plan 20114-2009) Suction Ill) SECTION C Implementation Plan That Describes Specific Goals, Projects, and Expenditures Proposed to be Made Within the First Five Years and a Description of How These Projects Will Improve or Alleviate Blighting Conditions This document presents the Five-Year Implementation Plan ("Implementation Plan") for the 40th Street Redevelopment Project of the Community Development Commission of the City of San Bernardino. This Implementation Plan meets the requirements of Section 33490 of the CRL, which was added to the CRL by the adoption of Assembly Bill 1290 in 1993, and later amended by Senate Bill 732 on September 28, 1994. Section 33352(c) of the CRL requires that the Commission prepare and adopt an implementation plan that presents the following: 1) specific goals; 2) anticipated programs, projects, and related expenditures proposed to be made during the next five years; and 3) an explanation of how the programs, projects, and related expenditures will eliminate blight within the Project Area. Pursuant to Section 33490(b), the Commission shall adopt an implementation plan every five years commencing with the fifth year after the Redevelopment Plan is adopted. Finally, Section 33490(c) provides that the Commission shall hold a public hearing to review the Redevelopment Plan and the corresponding adopted Implementation Plan no earlier than two years, and no later than three years, after the Implementation Plan has been adopted. Pursuant to Section 33490(a), this Implementation Plan presents: • Commission goals for the Project Area • Commission programs (including potential projects) and/or estimated expenditures planned for the next five years. • An explanation of how these goals, projects, and expenditures will eliminate blight in the Project Area. • An explanation of how these specific goals, objectives, projects, and expenditures will implement Sections 33334.2, 33334.4, 33334.6, and 33413 of the CRL. • An explanation of how these specific goals, projects/programs, and expenditures will implement the low and moderate income housing requirements of the CRL by specifically including the following: 1. An annual housing program for the five-year term of the Implementation Plan that provides sufficient detail to measure performance of housing fund requirements which must be assessed under this Implementation Plan. Rosenow Spevacek Group,Inc. Community Development Commission of the May, 2000 C-1 City of San Bernardino 2. An enumeration of the number of housing, units to be rehabilitated, assisted, price restricted, or destroyed (if any) during the term of the Redevelopment Plan. 3. An outline of the Commission's plan for the utilization of the Low and Moderate Income Housing Fund ("Housing Fund") including annual deposits, transfer of funds, or accruals for special projects. 4. An identification of programs/projects that will result in the destruction of existing affordable housing (if any), and the proposed locations for replacement housing. 5. The Commission's Ten-Year Housing Affordability Compliance Plan as required by Section 33413 and 33490(a)(2) and (3) of the CRL. GOALS AND OBJECTIVES Section 400 of the Redevelopment Plan delineates the Commission's redevelopment goals for the Project Area. These goals, which are listed below, were employed to formulate the overall strategy for this Implementation Plan and will serve as a guide for the Commission's activities during the next five years. 1. Implement: the policies, goals, objectiv;:s and strategies as presented in the General Plan for the City of San Bernardino. 2. Eliminate and prevent the spread of conditions of blight, including but not limited to: underutilized properties and deteriorating buildings, incompatible and uneconomic land uses, deficient infrastructure and facilities, obsolete structures, parking deficiencies and other economic deficiencies, in order to create; a more favorable environment for commercial, office, and residential development. 3. Provide opportunities for retail, commercial and office uses. 4. Promote the economic development oi' the Project Area by providing an attractive, well-serviced, well-protected environment for all residents and visitors. 5. Improve public facilities and infrastructure to provide adequate infrastructure, facilities and public services. 6. Promote local job opportunities in the coniniunit:y. 7. Encourage the cooperation and participation of residents, businesses, businesspersons, public: agencies, and community organizations in the economic revitalization of the Project Area, 8. Implement design and use standards to assure high aesthetic and environmental quality, and provide unity and integrity to developments within the Project Area. Rosenow Spevacek Group,Inc. Community Development Cmnmission of the May,26100 C-2 City of San Bernardino 9. Provide and regulate the provision of the supply of parking to meet the needs of both residents and commercial businesses. 10. Remove impediments to land disposition and development through the assembly of property into reasonably sized and shaped parcels served by improved infrastructure and public facilities. 11. Recycle and/or develop underutilized parcels to accommodate higher and better economic uses while enhancing the City's financial resources. 12. Increase home ownership in the residential portion of the Project Area. 13. Increase, improve, and preserve the supply of housing, especially housing affordable to very low, low and moderate-income households. BLIGHTING CONDITIONS The purpose of establishing the Project Area is to address conditions of physical and economic blight. Sections 33030 and 33031 of the CRL defines physical and economic blight as: "(1) An area that is predominately urbanized, as that term is defined in Section 33320.1, and is an area in which the combination of conditions set forth in Section 33031 is so prevalent and so substantial that it causes a reduction of, or lack of, proper utilization of an area to such an extent that it constitutes a serious physical and economic burden on the community which cannot reasonably be expected to be reversed or alleviated by private enterprise or governmental action, or both, without redevelopment. "(2) An area that is characterized by either of the following: "(A) One or more conditions set forth in any paragraph of subdivision (a) of Section 33031 and one or more conditions set forth in any paragraph of subdivision (b) of Section 33031. 3303 1." "(B) The condition described in paragraph (4) of subdivision (a) of Section Section 33030(c) also states that a "blighted area also may be one that contains the conditions described in subdivision (b) and is, in addition, characterized by the existence of inadequate public improvements, parking facilities, or utilities." Section 33031(a) describes the following "physical conditions that cause blight": "(1) Buildings in which it is unsafe or unhealthy for persons to live or work. These conditions can be caused by serious building code violations, dilapidation and deterioration, defective design or physical construction, faulty or inadequate utilities, or other similar factors. Rosenow Spevacek Group,Inc. Community Development Commission of the May, 2000 C-3 City of San Bernardino "(2) Factors, that prevent or substantially hinder the economically viable use or capacity of buildings or lots. This condition can be caused by a substandard design, inadequate size given present standards and market conditions, lack of parking, or other similar factors. "(3) Adjacent or nearby uses that are incompatible with each other and which prevent the economic development of those parcels or other portions of the project area. "(4) The existence of subdivided lots of irreguilar form and shape and inadequate size for proper usefulness and development that are in multiple ownership. Section 33031(b) also describes the following "economic conditions that cause blight": "(1) Depreciated or stagnant property values or impaired investments, including, but not necessarily limited to, those properties containing hazardous wastes that require the use of agency authority as specified in Article 12.5 (commencing with Section 33459). "(2) Abnormally high business vacancies, abrionnally low lease rates, high turnover rates, abandoned buildings, or excessive vacant lots within an area developed for urban use and served by utilities. "(3) A lack of necessary commercial facilities that are normally found in neighborhoods, including grocery stores, drug stores, and banks and other lending institutions. "(4) Residential overcrowding or an excess of bars, liquor stores, or other businesses that cater exclusively to adults, that has led to problems of public safety and welfare. "(5) A high crime rate that constitutes a serious threat to the public safety and welfare." A description of the conditions and symptoms; of blight v�lrich afflict the Project Area is set forth in Section B of this Report. Rosenow Speweek Group,Inc. Community Development Commission of the May,21700 C-4 City of San Bernardino Rannrt M 01.o The specific programs and projects contained in this Implementation Plan are designed to alleviate and/or eliminate the conditions of blight in the Project Area, which are listed below: I. Physical Conditions of Blight A. Buildings in which it is Unsafe or Unhealthy for Persons to Live or Work 1. Deterioration and Dilapidation 2. Serious Building Code Violations 3. Faulty or Inadequate Utilities 4. Defective Design and/or Physical Construction B. Factors that prevent or substantially hinder the economically viable use of capacity of buildings or lots 1. Substandard Design 2. Lack of Parking C. Subdivided Lots of Irregular Form and Shape and Inadequate Size for Proper Usefulness and Development that are Under Multiple Ownership IL Economic Conditions of Blight A. Depreciated or Stagnant Property Values or Impaired Investments 1. Depreciated Property Values 2. Impaired Investments a. Declining Retail Sales Tax Revenues b. Hazardous Materials B. Abnormally High Business Vacancies C. Crime The Project Area is also characterized by the existence of inadequate public improvements and/or utilities. The Commission intends to implement specific projects, through the Public Improvements Program, to alleviate this condition identified in Section 33030(c) of the CRL. Rosenow Spevacek Group,Inc. Community Development Commission of the May, 2000 C-5 City of San Bernardino P--t to t/.o(':t."!'i.... .:/ FINANCIAL RESOURCES The following table presents the nonhousing tax increment revenues the Commission may have available over the next five (5) years to fund Imp''.ementation Plan activities. The projections are based on a number of tax increment growth assumptions of annual increases of 2% to 5% for secured assessed values, 0.25% for unsecured values and the added assessed value resulting from new development in the Project Area over the five-year period. Financial resources available to fund implementation activities in the Project Area in addition to tax increment funds, may include bond proceeds, rental income., loan repay/rnents, federal or State grant funds, operating fund loans from the City and interest earnings. Until such time as the level of tax increment funds generated from the Project Area reaches a level which is sufficient to support a bond issuance to pay for capital cots, it will be necessary for the Commission to use grant funds and loans from the City or third parties to initiate redevelopment activities. These loans to the Commission will be repaid to the lenders from future years tax increment funds. Table A presents the annual projected ,gross tax increment receipts,--e.g. both the 80% funds and the 20% low and moderate housing set--aside requirement, NET of payments to affected taxing entities under the AB 1290 mandated formulas (sometimes also called the "80°'0 funds"). The remaining net revenues are allocated to "Programs ;and Projects." TABLE: A 40TH STREET REDEVELOPMENT PROJECT Annual Revenue/Allocations Fiscal___Er oss Tax Low;Moc' Total Remaining Year Increment Housing Mandated Revenue for Revenue Set-Aside (i Pass-Through Capital 20% Payments Projects AB 1290 2000-01 -0 l- -0- -0- 2001-02 $101,474 ($20,295) ($20,295) $60,884 2002-03 $185,230 ($37,046) ($37,046) $111,138 2003-04 $295,695 ($59,139) ($59,139) $177,417 2004-05 $331,296__x$66,259;1 $66,259 $198,778 Note:Tax Inc ement will not be received until fiscal year 2001-02 for the Project Area Programs and Projects Fund Tables B presents a summary of projected tax i:�icrement funds, which will be available for redevelopment (non-housing) Project Area Programs and Projects over the next five years. These projections assume funding of administrative expenses at a rate of ten percent (10%) per year. During the five (5) year term of this Implementation Plan, approximately $493,395 is estimated to be available to fund nonhousing Programs and Projects. Rosenow Spevacek Group,Inc. Community Development Commission of the May, 2000 C-fi City of'San Bernardino Rennrt to tho C;w r­­;1 TABLE B 40'r" STREET REDEVELOPMENT PROJECT PROJECT AND PROGRAM FUND (80% Funds) TAX 80% FUNDS FISCAL YEAR INCREMENT REVENUE 2000-01 -0- 2001-02 $60,885 2002-03 $111,138 2003-04 $177,417 2004-05 $198,777 5 YEAR TOTAL $548,217 Note: Tczz Iticre,nierrt will not he received until fiscal year 2001-02 for the Project Area. Housing Fund Section 33334.2 of the CRL requires that the Commission set-aside not less than twenty percent (20%) of all tax increment revenue allocated to the Commission, pursuant to Section 33670, of the CRL into a separate housing fund account for the Project Area, to be used by the Commission for the purpose of increasing, improving, and preserving the community's supply of low- and moderate-income housing available at affordable housing cost, to persons and families of low- or moderate-income and very low income households unless specific findings are made, as set forth in Section 33334.2 of the CRL. Pursuant to Section 33334.2 of the CRL, the Commission will set-aside twenty percent (20%) of tax increment revenue allocated to the Commission from the Project Area into a separate housing fund. Table C presents a summary of projected 20% Set-Aside funds that will be available for housing programs over the next five years. Funding sources for the 20% Set-Aside include accrued interest earned by the Commission on the 20% Set-Aside funds held pending disbursement. These projections of the 20% Set-Aside assume funding of administrative expenses at a rate of ten percent (10%) per year. During the five (5) year term of this Implementation Plan, approximately $164,465 in 20% Set-aside should be available to fund housing projects. Rosenow Spevacek Group, Inc. Community Development Commission of the May, 2000 C-7 City of San Bernardino Report to the City Council TABLE C 40" STREET REDEVELOPIVI ENT PROJECT HOUSING FUND L/M Housing Fiscal Year Set-Aside @ 20% Of Revenue 2000-01 -0- 2001-02 $20,295 2002-03 $37,046 2003-04 $59,139 2004-05 $66,259 5 YEAR TOTAL $182,739 Note: Tax Increment will not be received until fiscal year 2001-02 for the Project Area FIVE-YEAR PROGRAMS AND EXPENDITURES G=fj„ e NONHOUSING PROGRAM • Commercial Rehabilitation Prograrn The Commission proposes to initiate the first phase of the Commercial Rehabilitation Program. Initial activities will focus on the commercial properties along the primary commercial corridors of the Project Area, such as 40"' Street and Sierra Way, will include: evaluating existing structures from a structural and design aspect; conducting a "needs" assessment to identify infrastructure, circulation, and parking deficiencies; and commissioning studies to identify both a general design theme and specific design concepts for each property, In addition, the Comimission will formulate program funding strategies and an implementation plan through which rehabilitation assistance will be provided, when sufficient funds are available. The second phase of this effort (the scope of which will be determined by funding availability) may include the provision of property rehabilitation loans and grants as well as facilitating private development, and reuse of properties. This program to invest in Project Area businesses may also include improvements to business facilities, equipment, and required new technology, as permitted by law. • Business .Attraction and Retention Program Rosenow Spevacek Group, Inc. Community Development Commission of the May,2000 C-8 City ofSan Bernardino Report to the City Council The Commission will also implement the Business Attraction and Retention Program through the following activities: assessing current marketing strategies, brochures, and other materials; coordinating with the local Chamber of Commerce and/or trade organizations; pursuing actions identified in economic studies recently prepared for the City, including determining the needs of the community; identifying appropriate businesses to attract to the Project Area; and developing a successful marketing strategy to bring these businesses to the City of San Bernardino. This program to invest in Project Area businesses may also include improvements to business facilities, equipment and required new technology, as permitted by law. • Public Improvements Program The Commission proposes to initiate the first phase of the Public Facilities and Infrastructure Assistance Program. Initial activities will focus on needed capital improvements, for example, there are street and strectscape improvements proposed for 40"' Street. Other activities will include creating a priority list of the public facilities and infrastructure improvements identified in the Redevelopment Plan. If funds are available, the Commission may also initiate various public infrastructure improvements pursuant to the Redevelopment Plan. FIVE-YEAR PLAN ACTIVITIES The Commission will fund the cost of these programs in years 2 through 5. TIMELINE The Commission will establish the Commercial Rehabilitation Program, the Business Attraction and Retention Program, and the Public Improvement Program in Year 1. The establishment of the programs will require the expenditure of funds. However, tax increment revenues will not be collected by the Commission until Year 2, the Commission will begin implementing projects and programs upon the receipt of tax increment revenues to offset these costs, unless other funding sources can be identified. Therefore, revenues collected in Year 2 will be applied first to the costs of establishing these programs and to reimburse the City for redevelopment plan adoption costs advanced and for any other capital cost advances of the City for the Redevelopment Program. The Commission will also prepare site plans, develop design concepts for structures, and determine the type and scale of needed businesses in the Project Area in Years 2 and 3. Site and architectural improvements, including, but not limited to, property rehabilitation and/or property acquisition and economic incentive programs will also commence. A marketing strategy for the attraction of businesses will also be provided in Years 2 and 3. In addition, funds for property owner rehabilitation assistance should be available in Years 3, 4, and 5. Available funds will be allocated to properties within the Project Area based on criteria determined by the Commission, such as financial need and/or level of needed rehabilitation. The development and implementation of a specific marketing program for targeted businesses should occur if funds are available in Year 3. Rosenow Spevacek Group,Inc. Community Development Commission of the May,2000 C-9 City of San Bernardino PLAN GOALS TO BE ACHIEVED Completion of this program will achieve the following Redevelopment Plan goals: • Implement the policies, goals„ objectives, and strategies as presented in the General Plan for the City of San Bernardino. • Eliminate and prevent the spread of conditions of blight, including but not limited to: underutilized properties and deteriorating buildings, incompatible and uneconomic land uses, deficient infrastructure and facilities, obsolete structures, parking; deficiencies and other economic deficiencies, in order to create a more favorable environment for commercia]�., office, residential, and recreational development. • Provide: opportunities for retail, commercial and offices uses. • Improve public facilities and infrastructure to provide adequate infrastructure, facilities and public services. • Promote local job opportunities in the cornrnunity. • Encourage the cooperation and participation of residents, businesses, businesspersons, public agencies, and community organizations in the economic revitalization of the Project Area. • Implement design and use standards to assure high aesthetic and environmental quality, and provide unity and integrity to developments within the Project Area. • Provide and regulate the provision of the supply of parking to meet the needs of both residents and commercial businesses. • Remove impediments to land disposition and development through the assembly of property into reasonably sized and shaped parcels served by improved infrastructure and public facilities. • Recycle and/or develop underutilized parcels to accommodate higher and better economic uses while enhancing; the City's financial resources. Rosenow Spevacek Group,Inc. Community Development Commission of the May,2000 C-10 City of San Bernardino Ronnrt to tho('itv C--;l BLIGHTING CONDITIONS ALLEVIATED OR REMOVED BY PROGRAM The achievement of the Goals and Objectives (through specific projects, programs, and expenditures) will eliminate blight by removing, in part, blighting conditions within the Project Area. The Implementation Plan does not attempt to outline a plan to eliminate all blight in the Project Area, achieving that goal will takes a much longer time frame than five years, but rather addresses how the Commission plans to contribute to the elimination of blight during the first five years of the Redevelopment Plan. Private sector activities will also contribute to the removal of blight and revitalization of the Project Area. • Commercial/Industrial Rehabilitation Program—The rehabilitation and improvement of properties will upgrade structures and eliminate deficiencies such as deterioration and dilapidation, code violations, faulty and inadequate utilities, defective design and substandard design. It is hoped that these activities will also attract new business to the Project Area, which will alleviate declining property values, declining retail sales taxes and business vacancies. • Business Attraction and Retention Program — By attracting and retaining businesses in the Project Area, business vacancies will be stabilized or reduced, and declining retail sales taxes will be alleviated. • Public Improvements Program — Additional public improvement projects, particularly along 40th Street and Sierra Way, will act as attractive amenities to both new and existing businesses. Attracting and retaining businesses will improve retail sales taxes, and vacancy rates. 80% Funds Estimated Expenditures $493,395 PROGRAM/PROJECT HOUSING PROGRAM Existing land uses in the Project Area include a mix of residential and commercial uses. The residential properties suffer from deterioration and dilapidation, building code violations, faulty and inadequate utilities, defective design, substandard design, high vacancy rates and declining property values. The Commission will implement a housing program to rehabilitate and improve the existing housing stock citywide. In accordance with this housing program, the Commission will fund housing programs and projects, as prescribed in the following manner: Rosenow Spevacek Group,Inc. Community Development Commission of the May,2000 C-11 City of San Bernardino • Housing Stock Evaluation/Pro2rarn Development - The Commission will evaluate the existing housing stock to determine those areas, which may require assistance. Once these areas are identified., the Commission will develop a housing program based on this evaluation. The 20% Set-aside funds of the Project Area will be used for this program in accordance with the priority established in Section 537 of the Redevelopment Plan. • Housing Rehabilitation - The Commission will utilize low- and moderate-income housing set-aside revenues to rehabilitate the existing housing units throughout the City. This component of the proposed housing program will include the provision of funds through low interest loans and grants to the existing property owners. The 20% Set-aside funds of the Project Area will be used for this program in accordance with the priority established in Section 537 of the Redevelopment Plan. • First-Time Home Buyer Mortgage Assistance - The Commission will utilize low- and moderate-income set-aside revenues to provide first-time homebuyers with financial assistance. This will consist primarily of second mortgages to qualified homebuyers. The 20% Set-aside funds of the Project Area will be used for this program in accordance with the priority established in Section 537 of the Redevelopment Plan. FIVE-YEAR PLAN ACTIVITIES The Commission will fund the cost of this prograrn iin Years I through 5. TIMELINE The Commission will establish the Low- and Moderate-Income Housing Program in Year 2. Developing this prograrn will involve the expenditure of funds, which will not be available until Year 2. It is the Commission's primary objective to provide low interest loans or grants to qualifying owner-occupants of [lie existing homes for the purposes of rehabilitation, in accordance with the priority established in Section 537 of the Redevelopment :Plan. Additionally, the Commission will provide qualified first-time homebuyers with second mortgages and implement other assistance programs in Years 2 through 5, in accordance with the priority establish;°d in Section 537 of the Redevelopment Plan. PLAN GOALS TO BE ACIIIEVED Completion of this program will achieve the following Redevelopment Plan goals: • Eliminate and prevent the spread of conditions of blight, including but not limited to; underutilized properties and deteriorating buildings, incompatible and. uneconomic land uses, deficient infrastructure and facilities, obsolete structures, parking deficiencies, and other economic deficiencies, in order to create a more favorable environment for commercial, office, and residential development. Rosenow Spevacek Group,Inc. Community Development Commission of the May, 2000 C-12 City of San Bernardino Rennrt to thv rih,rny—a • Encourage the cooperation and participation of residents, businesses, businesspersons, public agencies, and community organizations in the economic revitalization of Project Area. • Increase home ownership in the residential portion of the Project Area. • Improve, and preserve the supply of housing affordable to low- and moderate-income households, in accordance with the priority established in Section 537 of the Redevelopment Plan. BLIGHTING CONDITIONS ALLEVIATED OR REMOVED BY PROGRAM The programs detailed above will alleviate blighting conditions such as deterioration and dilapidation, code violations, faulty and inadequate utilities, and defective design and construction. These conditions will be alleviated by the provision of financial assistance for the construction of improvements, replacement of deficient systems in the housing stock that do not comply with community housing, zoning and planning regulations, and by correcting deteriorated and dilapidated site conditions. Estimated Expenditures of 20% Set-aside $164,465 HOUSING COMPLIANCE PLAN The provisions of Section 33413(b)(4) of the CRL require the Commission to adopt and periodically update a plan to ensure compliance with the existing criteria of Section 33413 of the CRL regarding the affordability mix of new or rehabilitated housing units ("Housing Compliance Plan"). The CRL further requires that this Housing Compliance Plan be prepared as part of the implementation plan required by Section 33490 of the CRL. This Housing Compliance Plan must be consistent with the jurisdiction's housing element and must also be reviewed and, if necessary, amended at least every five (5) years with either the housing element cycle or the implementation plan cycle. The housing compliance plan shall contain all of the requirements pursuant to Section 33490 (a)(2) and (3) of the CRL. The following discussions contain all of the required components pursuant to Section 33490(a)(2) of the CRL: 1. The amount available in the Low- and Moderate-Income Housing Fund and the estimated amounts that will be deposited in the Low- and Moderate-Income Housing Fund during each of the next five years. Rosenow Spevacek Group,Inc. Community Development Commission of the May,2000 C-13 City of San Bernardino Ronnrt to tho r;tv 1-nunril As previously mentioned above in Table C, the estimated revenue, which will be deposited in the Low- and Moderate--Income Housing Fund during the next five years is $164,465. 2. A housing program with estimates of the number of new, rehabilitated, or price- restricted units to be assisted during each cif the five years and estimates of the expenditures of moneys from the Low- and Moderate-Income Housing Fund during each of the five years. The Commission does not anticipate the construe-tion of any new residential units during the first five years of the Redevelopment Plan because there are limited revenues generated by the Project. The Commission estimates that the 20% Set-Aside funds from the Project Area will be able to assist in the rehal,,ilitation of approximately 8-- to 11 units Years 2 through 5 of the Redevelopment Plan, in accordance with the priorities in Section 537 of the Redevelopment: Plan by providing approximately $15,000 per residential unit in assistance. As shown above in Table C, the estimated exp(:!nditures from the Low- and Moderate- Income Housing Fund is $0 in Year 1, $18,266 iri Year 2, $33,341 in Year 3, $53,225 in Year 4, and $59,633 in Year 5, for a five-year total of$164,465. 3. An estimate of the number of new, substantially rehabilitated or price-restricted residential units to be developed or purchased within the Project Area, both over the life of the Redevelopment Plan and during the next ten years. As stated above, the construction of new residential units by the Commission is not anticipated at this time, or over the next ten years. Over the life of the Redevelopment Plan it may be possible to construct a limited numiber of new single-family homes and a limited number of senior housing units. The Project is limited by the amount of vacant property within the Project Area zoned for residential uses. Given current vacancy rates in the Project Area and limited tax increment revenue from the Project, no new housing is planned for the first 10 years of the Plan. However, depending upon the availability of 20% Set-Aside funds existing multi-farnily units may be recycled to provide additional housing opportunities for low- and moderate-income households and senior citizens. As shown in Table D, an estimated number of riew residential units is 0, substantially rehabilitated is 40, and 10 may be price-restricted units over the next ten years. Over the life of the Plan, the number of new, substantially rehabilitated and price-restricted units is estimated to be 15„ 160 and 40 respectively. However, these numbers will be dependent upon the Commission's allocation of funds and community interest. Rosenow Spevacek Group,Inc. Community Development Commission of the May,2000 C-14 City of San Bernardino TABLE D 40`h Street Redevelopment Project Projected Affordable Unit Assistance Does Not Include Replacement Housin Obli ation Estimated Units Estimated Units Total Number To be To be Of Units Developed Rehabilitated Years 1 to 10 0 40 40 Years 11 to 30 15 160 175 Plan Life Total 15 200 215 4. An estimate of the number of units of very low-, low- and moderate-income households required to be developed within the Project Area in order to meet the requirements of Section 33413(b)(2) of the CRL, both over the life of the Redevelopment Plan and during the next ten years. As described in this Implementation Plan none of the presently identified programs for the 80% funds are anticipated to displace any existing households during the first five (5) years following the Redevelopment Plan adoption. At this time, there are no anticipated projects, which would result in any residential displacement. Therefore, this Plan assumes 0 replacement units will be required for the life of the Redevelopment Plan. In addition, in light of the costs imposed upon the Commission to complete replacement units, a specific redevelopment project which would cause replacement housing requirements would be subject to careful economic screening as to its feasibility. Given the modest size and estimated tax increment projections for the Project Area, the Commission is not presently expected to have tax increment to replace a significant number of dwelling units. The projected number of housing units is an estimate and, therefore, may change over the next 10 years or over the life of the Plan. Thus, the total number of units that must be made available to affordable cost to moderate, low, and very low-income households, may change accordingly. 5. The number of units of very low-, low-, and moderate-income households which have been developed within the Project Area which meet the requirements of Section 33413(b)(2) of the CRL. Because the proposed Redevelopment Plan is in the process of being adopted and the Project Area has not yet officially been created, this requirement does not apply during the first five (5) years following Redevelopment Plan Adoption. Unless the Commission actually acquires residential units there will be no replacement housing requirement after the first five (5) years of the Redevelopment Plan. Rosenow Spevacek Croup,Inc. Community Development Commission of the May,2000 C-15 City of San Bernardino 6. An estimate of the number of Commission developed residential units that will be developed during the next five years, if any, willl be governed by Section 33413(b)(1). In light of planned community redevelopment activities described elsewhere in this Implementation Plan, the Commission does not anticipate the need to develop any residential units during the next five years. However, to the extent that 20% Set-Aside funds are available, then Commission estimate,-,, that 7 units may be rehabilitated with Commission assistance for low- or moderate-income households presently, within the next five (5) years, subject to the priority established in Section S37 of the Redevelopment Plan. (Table D presents a forecast of affordable housing assistance through the end of the 10`h year of the Project Area) 7. An estimate of the number of Commission deF'eloped units for very low-, low-, and moderate-income households which will be developed by the Commission during the next five years to meet the requirements of Section 33413(b)(1) of the CRL. The Commission does not anticipate developing any residential units during the next five years. Therefore, the requirements of this section do not apply to the Project. The following discussion contains the required components pursuant to Section 33490(a)(3) of the CRL: Pursuant to Section 33490(a)(3) of the CRL, if the Implementation Plan contains a project that will result in the destruction or removal of dwelling units that will have to be replaced pursuant to Section 33413(a) of the CRL, the Implementation ["Ian shall identify proposed locations suitable for those replacement dwelling units. The requirements of this section do not apply to this Implementation Plan as the redevelopment project activities described here do not propose any projecis that will result in the destruction or removal of dwelling units. However, in the event that this occurs, the Commission will comply with the requirements of Section 33413(a) of the CRL. COMMISSION MEANS TO ACCOMPLISH; REQUIREMENTS The Commission intends to use revenue in the Low- and Moderate-Income Housing Fund and any other appropriate funds available including, but not limited to, the Department of Housing and Urban Development funds and Community Development Block Grants. The Commission will also provide rehabilitation loans and grants. GENERAL PLAN COMPLIANCE This Housing Compliance Plan, like the Housing Element in the City's General Plan, focuses on providing suitable housing for City residents including lower income households and has been prepared according to guidelines established in the programs and goals outlined in the Housing Element of the General Plan. 2 w Spevacek Group,Inc.Ala,,2L� Community Development Commission of the May, 00 C-I6 City of San Bernardino Redevelopment Agency of the City f San Bernardino ~ ty �=� f Sall Berll�tli� I�IO Five-Year Implementation Plan-Housing Component 2004/05 through 2008/09 Ten-Year Affordable Housing Compliance Plan 2004/05 through 2013/14 Adopted January 22, 2007 Prepared For Redevelopment Agency of the City of San Bernardino 201 North E Street, Suite 301 San Bernardino, CA 92401 Prepared By: (q PSG INTELLIGENT COMMUNITY DEVELOPMENT ROSENOW SPEVACEK GROUP INC. 309 West 4th Street Santa Ana,California 92701-4502 Phone:(714)541-4585 Fax:(714)541-1175 E-Mail: info)wehrsg com Housing Component to the Five Year Implementation Plan & Ten-Year Affordable Housing Ocirnpliance Plan Redevelopment Agency of the City of 13an Bemardino Table of Contents Introduction..................................................................................... 1 The Inland Valley Development Agency ("IVDA") Project Area ............... 2 IVDAHousing Policy ..................................................................................... 3 Housing Compliance Plan ............................................................................ 4 Legal Requirements for Housing Compliance Plans................................. 4 Contents of the Housing Compliance Plan................................................. 5 Purpose........................................................................................................... 6 Methodology,................................................................................................... 6 Housing Goals and Objectives..................................................................... 7 Affordable Housing Production Needs,...........................................9 Definitions and Data Compilation ................................................................ 9 Units Constructed or Substantially Rehabilitated Within the Project Areas ................................................,............................................................ 10 Aggregation of,Affordable Housing Units Amongst All Project Areas.. 13 Inclusionary Housing Obligation Status ................................................... 14 Inventory of Existing Deed-Restricted Units............................................. 14 Affordable Units Required .............,............................................................ 15 Current Five- &Ten.-Year Period Inclusionary Unit Need.................. 16 Replacement Housing Production Nleeds ......,.............................. 17 Estimated Housing Fund Resources & Projected Expenditures . 19 Low and Moderate Income Housing Fund................................................ 19 Targeting of Housing Fund Expenditures................................................. 21 PAFORMS\HOUSING FORMS\REPLACEMENT-INCLL 510NARY,04-05 FIVE YR HOUSING IMP PLAN (WORD VERSION).DOC Income Categories Assisted.................................................................... 21 Family and Senior Housing...................................................................... 22 Other Funding Sources for Housing Programs ....................................... 22 Other City/Agency Revenues. ................................................................. 23 Federal/State Revenue Sources ............................................................. 23 Proposed Implementation Initiatives...........................................25 Housing Fund Expenditures 1999/00 through 2003/04 ................26 HousingElement Consistency.....................................................27 Affordable Housing Costs ............................................................28 Affordable Housing Cost Limitations...........................................29 Administration of the Housing Compliance Plan ......................... 31 Implementation Plan Adoption Process.................................................... 31 Mid-Term Implementation Plan Review Process ..................................... 31 This document is the Housing Component for the 2004-05 Redevelopment Agency of the City of San Bernardino's (''the Agency') Five-Year Implementation Plan and Ten-Year Affordable Housing Compliance Plan (the 'Compliance Plan"). This document is inclusive of the area contained within the Inland Valley Development Agency ("IVDA") Redevelopment Project Area, located within the City of San Bernardino jurisdictional boundaries. This Housing Compliance Plan was adopted following a duly noticed public hearing held on January 22, 2007. In 1993, the State Legislature enacted Assembly Bill 1290, requiring all redevelopment agencies to adopt five-y/ear implementation plans and ten-year housing compliance plans. In December 1994, the Agency adopted its first Five- Year Implementation Plan and Ten-Yep-Ar Housing Production Plan pursuant to Section 33413(b)(4) of California Redevelopment Law ("CRL"). Since that time, a second and a third Five-Year Implementation Plan have been adopted (in 1999 and 2004 respectively), and the Agency has maintained ongoing documentation and analysis of its housing activities, including the most recent Inclusionary Housing Plan Update, adopted in 2001. The Agency has determined that though the last Housing Plan Update was prepared in 2001, this document should be written to coincide with the 2004 Five Year Implementation Plan. Thus, this Housing Compliance Plan documents the planning period of 2004-05 to 2013-14; and from this time forward, the update of the Housing Compliance Plan will correspond with the adoption of the Agency's five-year implementation plan. The San Bernardino Mayor and Common Council created the Agency in 1958 with the charge of initiating and conducting recevelopment projects and activities within the City. On July 21, 1958, the Agency established the first redevelopment plan for the Meadowbrook Redevelopment Project Area by adopting Ordinance No. 2233. This Housing Compliance Plan covers collectively all of the Agency's Redevelopment Project Areas as follows: • State College. • Central City North • Central City West • Southeast Industrial Park • Northwest: • Tri-City • South Valle • Uptown • Mt. Vernon Corridor • 40th Street • Central City Projects Merged Central City East .� Central City South o Meadowbrook � Central City ROSENOW SPEVACEK GROUP. INC. PAGE 1 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO All of the above mentioned redevelopment project areas are collectively referred to as the "San Bernardino Project Areas". This Compliance Plan incorporates a summary of the Agency's affordable housing production activities since adoption of the constituent areas of the San Bernardino Project Areas and presents an affordable housing production plan for the second ten-year planning period (2004- 05 through 2013-14). The Agency has adopted a total of fourteen (14) Redevelopment Project Areas. Four of these Project Areas were merged to create the Central City Merged Project Area, as described below. Currently, the eleven (11) existing Project Areas encompass an estimated 8,497 acres of the City's incorporated territory. The San Bernardino Project Areas were adopted on the following dates: • The Central City Project Area consists of four merged project areas: the Meadowbrook Project Area (adopted July 21, 1958), the Central City East Project Area (adopted May 3, 1976), the Central City South Project Area (adopted May 3, 1976) and the Central City Project No. 1 (adopted February 23, 1965). The merging of these Project Areas was completed in 1983. • The State College Redevelopment Project Area, adopted on April 27, 1970. • The Central City North Project Area, adopted on August 6, 1973. • The Southeast Industrial Park Project, adopted on June 21, 1976. • The Central City West Redevelopment Project Area, adopted on February 17, 1976. • The Northwest Redevelopment Project Area, adopted July 6, 1982. • The Tri-City Redevelopment Project Area, adopted on June 20, 1983. • The South Valle Redevelopment Project Area, adopted on July 9, 1984. • The Uptown Redevelopment Project Area, adopted on June 18, 1986. • The Mt. Vernon Corridor Redevelopment Project Area, adopted on June 25, 1990. • 40th Street Redevelopment Project Area, adopted on June 19, 2000. The San Bernardino Project Areas are located in the City of San Bernardino ("the City'), in the County of San Bernardino, California which is approximately 60 miles east of Los Angeles. The largest city within the county, San Bernardino has a population of 194,643 serving as an urban center. The time and financial limitations for the San Bernardino Project Areas are identified in Appendix A. The Inland Valley Development Agency("IVDN) Project Area The IVDA and participating jurisdictions, including the City, have entered into an agreement whereby said jurisdictions have agreed to administer IVDA's Low and ROSENOW SPEVACEK GROUP, INC. PAGE 2 TEN-YEAF<AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO Moderate Income Housing Funds to increase and improve the communities' supply of low and moderate housing available at affordable housing costs to persons and families of low and moderate and very low income households. IVDA is a joint powers authority compri;_,ed of the Cities of Colton, Loma Linda, San Bernardino and the County of San Bernardino (the "County"). The IVDA was formed in response to the federal government's decision to close the Norton Air Force Base. Under the CRL, specific authority was granted to these jurisdictions to form a redevelopment project area within the territory surrounding, adjacent, or in proximity to the Norton Air Force Base. The IVDA Project Area was adopted by an Ordinance of the IVDA on ,July 18, 1990. The IVDA Project Area covers approximately 14,000 acres within approximately 22,400 (assessor's) parcels. The IVDA Project Area includes the Norton Air Force Base and much of the surrounding and adjacent territory. The majority of land within the IVDA Project Area falls within the City and County unincorporated territory, with somewhat smaller areas falling within the Cities of Colton, Loma Linda and Redlands. IVDA Housing Policy Pursuant to the current IVDA affordable housing program, the 20% housing set- aside funds are transferred by the IVDA to the member agencies, who in turn use these funds for specific affordable housing development activities either wiithin the portion of the IVDA Project Area situatE_xf within each of the member agency's jurisdiction or elsewhere in the territorial jurisdiction of the member agency. Each member agency provides the IVDA with _in annual written report on the member's use of such affordable housing funds. Under the provisions of CRL. Section `,3413(b)(2)(ii), when a redevelopment agency produces an affordable housing unit outside its prrject area, the agency may only claim a ,501% "inclusionary hous rig credit" for such a housing unit. Under the prior IVDA Lcw- and Moderate-Income Housing Fund transfer and reporting program, the IVDA could be allocated 100% of the credit for production of such affordable housing units. On September 114, 2005 the IVDA adopted Resolution No. 2005-08 which permitted each member jurisdiction that adopts an acceptance resolution of the IVDA Inclusionary Housing Policy to receive 100% of the inclusionary/replacement housing credits for any developed) or newly rehabilitated housing unit undertaken by the member jurisdiction or its duly formed redevelopment agency within the IVDA Project Area which is also within the territorial jurisdiction of such member juri,,.-diction. The Agency on November 7, 2005 adopted Resolution No. CDC2005-38 which accepted the IVDA Inclusionary Housing Policy. The Agency is now able to receive 100% of the inclusionary/replacement housing credits for developed or rehabilitated housing units within the IVDA Project .Area. As such, this Compliance Plan encompasses both those units created/replaced within the San Bernardino Project Areas and the IVDA Project Area which are to be collectively referred to as the 'Project Areas". ROSENOW SPEVACF_K GROUP, INC PAGE 3 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO Although the IVDA has been transferring its 20 percent housing set-aside funds annually to the Agency, it should be noted that the IVDA, the legislative body which controls its 20 percent set-aside, could make a finding and determination to withhold these funds at any time. Consequently, any and all IVDA funds should be treated and used as "estimates and projections". Housing Compliance Plan The Housing Compliance Plan serves as a blueprint for current and future Agency activities within the Project Areas and outlines how it will meet its low and moderate income housing responsibilities and eliminate blight. This Housing Compliance Plan presents a summary of the Agency's inclusionary and replacement housing programs as mandated by Sections 33413(b)(4) and 33490(a)(2) and (3) of CRL Section 33000 et. seq. Specifically, it presents a forecast of the number of affordable housing units that may be required over the ten-year planning period (fiscal years 2004-05 through 2013-14), and assesses the Agency's plans to facilitate the creation of the required number of affordable housing units within this timeframe. Adoption of a Housing Compliance Plan does not constitute approval of any specific project, program, or expenditure; and it does not change the need to obtain any required approval of a specific program, project, or expenditure from the Agency or community. The Housing Compliance Plan is a general statement of direction rather than an unalterable course of action. As such, in order to effectuate its purposes due to unknown circumstances or new opportunities that arise from time to time, the Agency may amend the Housing Compliance Plan during the five-year term at any point, including but not limited to the mid-term opportunity as required by CRL. Legal Requirements for Housing Compliance Plans The State College, Central City North, and Central City Project Areas were created prior to the integration of the Inclusionary Housing Requirement into the CRL. Therefore, pursuant to Section 33413(d)(1) of the CRL, inclusionary housing requirements apply only to redevelopment plans adopted on or after January 1, 1976 (inclusionary requirements). Hence, the inclusionary housing requirements of the CRL do NOT apply to the State College, Central City North, Meadowbrook and Central City Project Areas. However, because the State College, Central City North, Meadowbrook and Central City Project Areas generate housing set aside funds on an annual basis, the Agency is required to spend such funds to preserve, improve, and increase the stock of housing that is affordable to very low, low, and moderate income households. Accordingly, this Housing Compliance Plan delineates the projects and programs that the Agency conducts to meet this task for these project areas (set-aside requirements). Pursuant to the requirements of Section 33413(b)(4) and 33490(a)(2) and (3) of the CRL, this Housing Compliance Plan sets forth the Agency's program for ensuring that the appropriate number of very low, low, and moderate income housing units will be produced as a result of new construction or substantial rehabilitation. In addition, this Housing Compliance Plan is to address the ROSENOW SPEVACEK GROUP, INC. PAGE 4 TEN'YEAR,AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO Agency's plans to develop replacement housing destroyed or removed as a result of Agency participation in a redevelopment project(replacement requirements). California Health and Safety Code provides definitions and requirements for the allocation of housing funds as sumrnarize�d below: California Health and Safety Code defines and limits assisted income categories as follows: Very low Income - persons or house folds whose gross income does not exceed 50% of the area's median income, Low Income - persons or households whose gross income are greater than .50'0 but do not exceed 80`0 of the area's median income, and Moderate-Income - persons or ho�,seholds whose dross income are greater than 80cYo but do not exceed 120`/0 of the area's median income. Additionally, Section 50106 of the Calil-ornia Health and Safety Code defines Extremely Low-Income as persons and families at 30% of the area median, adjusted for family si, The CRL also requires the Agency target its expenditures of housing set-aside funds on the provision of housing affordable to very low, low, and moderate income households. Projects assisted through housing set-aside funds must remain affordable to households that fit these income categories for a period of 45 years for ownership units and 55 years for rental units. The California Health and Safety Code defines Affordable_Housin_(--ost as: Very-low - Not more than 3:.)`T7o of 50 0 of the County median household income; Low - Not more than 30`0 of 70`0 (or 600 for rental projects) of the County median household income, and Moderate - Not more than 35s:') of 1 100 (or 30`x/0 of 1 100 for rental projects) of the County meclian household income. Contents of the Housing Compliance Plan This Housing Compliance Plan has been developed to accomplish the following goals: • To account for the number of afford,_ible dwelling units, either constructed or substantially rehabilitated, in the Project Areas since adoption; ROSE NOW SPEVACEK GROUP, INC. _ PAGE 5 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO • To forecast the estimated number of dwelling units to be privately developed or substantially rehabilitated between fiscal years 2004-05 and 2013-14 and over the duration of the constituent Redevelopment Plan; • To forecast the estimated number of dwelling units to be developed or substantially rehabilitated by the Agency between fiscal years 2004-05 and 2013-14; • To project the availability of Agency revenue for funding affordable housing production; • To identify implementation policies/programs and potential sites for affordable housing development; • To establish a timeline for implementing this Housing Compliance Plan to ensure that the requirements of CRL Section 33413 are met during the ten- year period between fiscal years 2004-05 and 2013-14; and • To review the consistency of Agency affordable housing goals, objectives, and programs pursuant to the City's Housing Element. Purpose Since 1976, redevelopment agencies have been required to assure that at least 30% of all new or substantially rehabilitated units developed by an agency are available at affordable costs to households of very low, low, or moderate income. Of this 30%, not less than 50% are required to be available at affordable costs to very low income households. Further, for all units developed in the project area by entities other than an agency, the CRL requires that at least 15% of all new or substantially rehabilitated dwelling units within the project area be made available at affordable costs to low or moderate income households. Of these, not less than 40% of the dwelling units are required to be available at affordable costs to very low-income households. These requirements are applicable to housing units as aggregated, and not on a project-by-project basis to each dwelling unit created or substantially rehabilitated unless so required by an agency. In 1994, the CRL was amended to require redevelopment agencies to prepare a plan that demonstrated how the agency would achieve the aforementioned affordable housing mandates. Commonly referred to as a Housing Compliance Plan, the CRL also requires agencies to update the Compliance Plan every five years in conjunction with the preparation of their Five-Year Implementation Plan, Methodology This Housing Compliance Plan takes into account all residential construction or substantial rehabilitation that has occurred within the Project Areas since their adoption in order to determine affordable housing production needs; it accounts for existing residential construction and substantial rehabilitation, and includes ROSENOW SPEVACEK GROUP, INC. PAGE 6 TEN-YEAR AF FORDABLE= HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO projections of new dwelling units that: may be constructed or substantially rehabilitated during the ten-year planning period. Historical construction and substantial rehabilitation statistics were provided by Agency staff and are based on the number of building permits completed in the Project Areas. The forecast of future housing construction has been based upon General Plan build out figures for each Project Area.. The total number of units remaining to be built in order to achieve build out for each of the Project Areas has been equally spread over the number of years that each Redevelopment Plan remains effective. It should be notE;d ghat neither the existing housing stock nor projections for future dwelling units include any units to be developed by the Agency. However, the Agency will ccritinue to cooperate with and provide assistance and incentives to private developers in order to meet affordable housiing production needs. Housing Goals and Objectives The housing goals and object,ves for the term of this Housing Compliance Plan are: •: To expand, improve, and preserve the City's supply of low and moderate income housing by utilizing the reSOUrces and powers within the City to implement and assist in developrneni of affordable units. Promote equal housing opportunities for all residents of the City by encouraging the development of a 'variety of types of housing to meet the needs of all income levels. Continue to improve the condition of existing affordable housing stock and revitalize neighborhoods through the prevention and rehabilitation of dwelling units that show signs of deterioration. Transform San Bernardino from a "City of Renters" into a "City of Owners" by providing down payment assistance to help homebuyers with the purchase of affordable housing, both existing and new construction. Also, through a Joint Powers Authority, continue to participate in the Lease-to-Own program, in which renters lease a home for up to three years with the option to purchase. To comply with the replacement and inclusionary housing requirements mandated by CRL by providing density bonuses and/or regulatory financial incentives to developers who propose to include a specified percentage of units to be set aside at affordable prices for individuals or families of very low, low, and moderate income To establish partnerships with for- and non-profit organizations to promote and expand development of affordable housing. Excepting those units developed in the Agency's pre-19'6 Project Areas. ROSENOW SPEVACEK GROUP, INC. _ PAGE 7 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO Ensure that Agency Housing Funds spent for general administrative activities are not disproportionate to the amounts actually spent to produce, increase, and preserve housing. •: To leverage the Agency's Housing Funds with other resources in order to promote affordable housing. •: Develop new, and continue to use existing programs that assist in the creation and preservation of existing affordable housing units to individuals or families of very low, low, and moderate income. Encourage mixed use development in designated areas. Continue to encourage and facilitate the construction of affordable infill single family housing on a community-wide basis, with concentration in Project Areas. Encourage the rehabilitation and preservation of affordable multifamily rental housing units to assist in stabilizing problem multifamily projects in distressed areas. :• To utilize the goals and policies established in the City's 2003 Housing Element to guide the efforts of the Agency in its development of future affordable housing programs. Since the adoption of the first Housing Compliance Plan in 1994 (the °1994 Housing Compliance Plan"), the Agency has actively pursued projects, programs, and activities that meet the Agency's goals, as set out above. The City's comprehensive housing program will continue to be implemented throughout this planning period. These programs are designed to significantly enhance and upgrade the Community's housing stock and improve the overall quality of life of San Bernardino residents. ROSENOW SPEVACEK GROUP, INC. PAGE 8 Affordable Housing Production This section describes the Agency's production needs for the ten-year planning period (2004-05 through 2013-14) and over the remaining duration of the constituent Redevelopment Plans. Definitions and Data Compilation This Housing Compliance Plan inc'udes figures for existing residential construction and substantial rehabilitation, and projections for the number of additional dwelling units to be constructed or substantially rehabilitated during the next ten (10) years. The following sections define "new construction" and "substantially rehabilitated" as used in this Housing Compliance Plan, as well as the methodology used for collecting data on both existing and projected housing units. New Construction. The Agency staff and City Planning staff provided original construction statistics used in the 1994 Housing Compliance Plan. Because the CRL does not provide a clear definition for new construction, the Agency staff, consultant, and legal counsel have agreed upon a "definition" for new construction. For the purposes of ;his Housing Compliance Plan, new construction represents building permits issued fcr the construction of new dwelling units actually built since the respective adoption dates of the Project Areas until the 1994 Housing Compliance Plan preparation were counted and considered to be new construction dwelling units; therefore, these units would fall under the requirements for production of affordable housing within the Project Areas pursuant to Section 33413 of the CRL. Projections of new units from 1994 through 2004 have been based upon the established projections and estimates contained in the 1994 Housing Compliance Plan. ♦ Projections for new housing construction are affected by numerous complex factors such as: the general health of the local, regional, and national economy; employment levels; competition; practices and health institutions and inventory of existing housir;g. Based upon the recent economic trends, projection of the number of new snits to be constructed over the next ten (10) years is difficult. Projections for future dwelling units to be constructed within the PrC ect Areas used in the First and Second Housing Compliance Plan were based upon existing land uses, recent historical trends of building perrnits issued for residential units as detailed in the prior plans and General Plan build-out estimates. e. Future projections of new units have been based once again on General Plan build out figures. Staff does .not anticipate that the Project Areas will experience full build out within the next ten (10)- year time frame (2004/05 through 2013/14) covered by this Housing Compliance Plan but will within the term of each of the RedeveloDrnent Plans. Projections of future units have been evenly distributed over the remaining life of each of the Project .Areas. ROSENOW SPEVACEK GROUP, INC. PAGE 9 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO ♦ It should be noted that neither the existing housing stock nor projections for future dwelling units in the Project Areas includes any units to be developed by the Agency. According to Agency staff, the Agency does not anticipate directly developing or rehabilitating any dwelling units which would trigger the thirty percent (30%) affordable housing requirement of Section 33413(b)(1) within the ten (10)- year time frame of this Housing Compliance Plan. However, the Agency will continue to cooperate with and provide assistance and incentives to private developers and nonprofits in order to meet affordable housing production goals. Substantial Rehabilitation. The CRL, as amended by AB 1290, defines "substantial rehabilitation" as: ♦ "....rehabilitation, the value of which constitutes 25 percent of the after rehabilitation value of the dwelling, inclusive of the land value." 33413(0)(2)(A)(iv) As defined by the CRL "substantially rehabilitated dwelling units" means: ♦ "On or after January 1, 2002, .....substantially rehabilitated dwelling units means all units substantially rehabilitated, with agency assistance. Prior to January 1, 2002 substantially rehabilitated dwelling units means multifamily rented dwelling units with three or more units or substantially rehabilitated regardless of whether there is agency assistance and, with agency assistance, single-family dwelling units with one or two units." 33413(b)(2)(A)(iii) Units Constructed or Substantially Rehabilitated Within the Project Areas The following charts illustrate the number of units already developed or substantially rehabilitated within the applicable Project Areas; and project future development or rehabilitation over both the planning period and the life of the respective Project Area. Projections take into account development projects the Agency is aware of, but this method can only forecast into the near future with varying degrees of accuracy. Thus, projections are also based upon available land and associated General Plan land use densities. Table 1-A summarizes the number of affordable income units required. The following Tables 1-13 through 1- H detail by Project Area the number of units built or substantially rehabilitated within the Project Areas since adoption of their respective Redevelopment Plans. General Plan land use densities are depicted in Table 2. Table 1-A San Bernardino Economic Development Agency Inclusionary Housing Obligation Summary Total Number of L 8:M Units Developed/ Number of Very Low,Low& VL Units Required ALL PROJECT AREAS-SUMMARY OF UNITS Units 'Required Over Rehabilitated Produced Moderate Units Life of Plan Over Life of _ Required Plan UNITS BUILT PRIOR TO 613012001 750 115 491 72 UNIISBUILT SUBSTAN II Al I Y RFHABILI I Al BD 2C,10 10?-21,hi1J I U 11'. 15 UNITSBUIL f SUBSTAN II Al I Y RFHA3ILITA(ED t1OS-2Ut,itd 1?70 1 -i 80 120 To Be BuilUProvided Over Remaining Project Term P,,,.ate I CA 100 43 63 TOTAL UNIT PRODUCTION FOR ALL PROJECT AREAS OVER TERM OF PLANS 2717 422 183 270 ROSENOW SPEVACEK GROUP, INC. PAGE 10 TEN-YEAF;AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO Table 1-B San Bernardino Economic Development Agency g Obligat Inclusionary Housinion Status Total Number of L 8.M Units Developed/ Number of Very Low l-c-& VL Units Required Project Area Units Required Over Rehabilitated Produced Moderate Units Life of Plan Over Life of Required Northwest - --- Built from date of adopt through June 30.2001 1, Prioateil5 113 17 7 11 SUBTOTAL 113 17 7 11 Substantially Rehabilitated Pri to 1 °.a 1 1 1 New Construction Privrrto15°.A 66 10'. 4 E SUBTOTAL - -- --- ----�- 68-- -- 11 5 7 Substantially Rehabilitated Pri to 15° 6 1 1 1 0 0 New Construction Pri-te,15 30 5 2 SUBTOTAL _. -_ 36 6 & 4 Units Expected to be Built/Provided Over Remaining Project Term _ - 58 9 4'_ 6 TOTAL UNITS OVER TERM OF PLAN 275 43 19' 28 -able 1-C Sari Bernardino Economic Developrent Agency _ Inclusionary_Housing Obligation_Status _ Number of Total Number L Units ber of L 8.M Units Developed/ Very Low,Lovv,8 Required Project Area Units Required Over Rehabilitated produced Moderate Units Life of Plan Over Life of Required Plan TO City — -- Builtfrom date of adopt through June 30,2001 Pri t,e 1.S'.L 365 55 33 SUBTOTAL 365 55 22 33 Substantially Rehabilitated Pri, c 1 C 0 o New Construction Pri i e 1^i:. 0 0 0 SUBTOTAL 0 0 0. 0 u Substantially Rehabilitated Pn e 1 1� ? �r Neav Construction Pr i ,lo1_96: 13 1 'SUBTOTAL - - ----------- 25 -- - 4 2' 4 IUnits Expected to be Built/Provided Over Remaining Project 1 ern, _ 26 _ 4 2' 3 TOTAL UNITS OVER T ERM OF PLAN 416 63 26 40 -cable 1-0 San Bernardino Economic Development Agency _ Inclusionary,Housing Obligation_Status Total Nurnber of L 8.M Units Number of VL Units Project Area Developed/ Units Very Low,LovvB Required Over Required d Rehabilitated Produced Moerate Units Life of Plan Over Life of Required Plan South Valle -- �- Built from date,of adopt through June 30,2001 Pri,ate,1 S';L 72 11 5. 7 SUBTOTAL 72 11 5' 7 Substantially Rehabilitated Pri ate�tb°. N N New Constr uction Privafe'15"'0 SUBTOTAL 0 0 01 0 a Substantially Rehabilitated Pri-te 11':. 1Z 1:1 New Construction Pri ve1e:15'. 32 13 6 8 o , SUBTOTAL 94 15 7—_ 10 Units Expected to be Built/Provided Over Remaining Project Ten, _ _I ____ 15 3 2 2 TOTAL UNITS OVER TERM OF PLAN 181 29 14 19 ROSENOW SPEVACEK GROUP, INC. PAGE 11 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO Table 1-E San Bernardino Economic Development Agency Inclusionary Housing Obligation Status Number of Total Number of VL Units L&M Units Project Area Developed/ Units Very Low,Low& Required Over Required Rehabi Gtated Produced Moderate Units Lite of Plan Over Life of Required Plan Uptown I I Built from date of adopt thr ough June 30.2001 Pri ste 15"S 1 3E 6, 3 4 SUBTOTAL 39 6 3 4 Substantially Rehabilitated al 15'� 2 11 1 New Construction Piivatell5"., 1 1 1 SUBTOTAL 9 3 2'', 3 Substantially Rehabilitated Pit i .2 1I New Construction Private 6 1 1 1 SUBTOTAL _ 18 3 2 3 Units Expected to be Built)Provided Over Remaining Project Term 14 3. 2 2 TOTAL UNITS OVER TERM OF PLAN 80 151 9' 12 Table 1-F Sari Bernardino Economic Development Agency Inclusionary Housing Obligation Status Total Number of L&M Units Number of VL Units Project Area Developed/ Units Very Low,Low& Required Over Required Rehabilitated Produced Moderate Units Life of Plan Over Life of Mt.Vernon Required Plan 1 Built from date of adopt J,ough Jine 30.2001 P, a10 15 10T 16 7 10 SUBTOTAL 104 16 7 10 Substantially Reheb lltated Pr - 1 New Const,_,ction Pr 3 1 1 SUBTOTAL ----- --_-- - - 6 - 2 2 2 y Su bstanh a lly Reha birt,,ted Pr t,1"), 6 1 New Cc mstrucfon Pn tr�1`i^t 11 SUBTOTAL 17 3. 2' 3 Units Expected to he Built/Provided Over Remainin Pro-ert Tenn 32 5 21 3 TOTAL UNITS OVER TERM OF PLAN 159 26 13' 18 Table 1-G Sari Bernardino Economic Development Agency Inclusionary Housing Obligation Status I Number of Total Number of VL Units L&M Units Project Area Developedf Units Very Low,-ow& Required Over'. Required Rehabilitated Produced Moderate Units Life of Plan Over Life of Required Plan 40th Street Built from date of adopt through Iurie 30 2001 Pn tr 13'f 1 1 SUBTOTAL 1 1 1' 1 a Substantially Rehabihtaled Pr rte 1=s; 0 0 0 0 R n New Construction Private.L' 0 0 C SUBTOTAL 0 0 0' 0 Substantially Rehabilitated Pr ite 1590 6 1 1 i New Construct on _Pr 3t_n�"o -11 __ 4 2' 3 SUBTOTAL 27 5 3 4 Units Expected to be Built/Provided Over Remaining Project Term _ _ 9 2 1 2 TOTAL UNITS OVER TERM OF PLAN 37 8 5 7 ROSENOW SPEVACEK GROUP, INC. PAGE 12 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMEN-f AGENCY OF 1 HE CITY OF SAN BERNARDINO Table 1-H San Bernardino Economic Develop—Ait Agency Inclusionary Housing Obligation S1.atus i Total Number of L F.M Units Number of VL Units Developed/ Vent Low,Low& Required Project Area Units I Required Over Rehabilitates' Moderate Units Over Life of —— Produced Required ', Life of Plan plan IVDA Within the Jurisdiction of the City of San Bernardino I Built from date of adopt through June 30 20,11 Pr-ite.,'15",, _ _ 9 d 6 SUBTOTAL 56 9 4 6 Substantially Rehabilitated P,.,te 15' �_ 0. _ 3 o v 1 Nov,Consr--t lon _ Pr v,it,I r 0 0 0 SUBTOTAL 23 4 2 3 o Substantially Rehabilitated PrateI5`6 152 °9 12 18 r New Construction Pe eateil5`L S11 122' 49 74 'SUBTOTAL _ _ 1003_ 151 61 _ 92 Units Expected to be Built/Provided Over Remaining Project Term _ i 487 74 30 45 TOTAL UNITS OVER TERM OF PLAN 1569 238 97 146 Note 1 The Southeast Industn al Park ar,d Central City West Project Areas are C,011 1—o it tars a es with no tiside.ri ial rossiD e regardless of inning. Note 2:All figures are rounded up Table 2 illustrates the General Plan land use densii es used to project potential construction over the remaining life of each Project Area. In many cases, the City's General Plan designates different per acre development standards `or senior housing, as shown below. TABLE 2 GENERAL PLAN LAND USE DENSITIES General Residential s Senior Plan Land Units/Acre Units/Acre Use _ RE _ 1 _ N/A RL 3.1 -- -- N/A RU _ 9_ 14 RIM 14 � 21 R.MH _ 24 36 R:MH-20 20 N/A R:H -_—_ 36 54 _CO 0 _ _ 47 _ CG-1 12` J _ 0 CG-2_ 18 _ 31 C R-2 54 130 Aggregation of Affordable' Housing Units Amongst All Project Areas Section 33413 (b)(2)(A)(v) provides that redevelopment agencies may `aggregate new or substantially rehabilitated dwelling units in one or more project areas if the agency, finds based upon substantial evidence, after a public hearing, that the aggregation will not cause or exacerbate racial, ethnic, or economic segregation." The Agency, with the adoption of its 1994 and 2001 Housang Compliance Plans, has previously taken action to aggregate its new and substantially rehabilitated units among all of its Project Areas. The P,gency will consider similar action at the Public Hearing set to consider adoption of this Housing Compliance Plan. ROSENOW SPEVACEK GROUP, INC. — PAGE 13 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO It is beneficial to the Agency to take this required action that will allow for combining all inclusionary housing obligations (from each separate Project Area), and allow the Agency to address providing the required units as a single obligation (within all of the Project Areas and City territory). This approach gives the Agency the flexibility of providing the required inclusionary units anywhere within the City without losing 50% credit for a unit not placed within a specific Project Area. Further, taking action to continue the aggregation does not mean that the Agency will place units in only one area. It is anticipated by this Housing Plan that the Agency will make the required finding to continue the aggregation of required affordable units. Inclusionary Housing Obligation Status The Agency has historically been prolific in securing credited affordable units, therefore far exceeding it's obligation for producing restricted units based on the amount of new construction and substantial rehabilitation in the Project Areas. Tables 3 and 4 in the next section detail the Agency's inclusionary housing obligation status, including total units constructed to date in the Project Areas, those units with deed restrictions, and those expected to be constructed from July 1, 2004 through the term of expiration for each of the constituent Redevelopment Plans. At the end of the first planning period on June 30, 2004, the Agency had a significant surplus of required units: a total surplus of 898 units, 567 of which are affordable at the very low income category. The Agency expects to continue exceeding their requirements in the current planning period. Inventory of Existing Deed-Restricted Units As required by Section 33490 of the CRL, Table 3 presents a summary of the Agency's existing deed-restricted affordable units. Appendix B provides a detailed inventory of the Agency's existing deed-restricted affordable units by year. To date, the Agency's efforts have yielded 1,106 affordable units. Of the 1,106 credited restricted units provided, approximately 659 affordable units are reserved for very low income, 309 units have been provided for persons or families of low income, and 139 units have been provided for persons or families of moderate income. (These figures exclude manager's units that are included as a part of the multifamily housing projects. All figures are rounded.) ROSENOW SPEVACEK GROUP, INC. PAGE 14 TEN-YEAI�AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENJ AGENCY OF--HE CITY OF SAN BERNARDINO TABLE 3 SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY LIST OF INCLUSIONARY HOUSING UNITS #Units Very #Units # f U Md Total#of Units W/ Low Low onits o CCR's Total Credited Total 1credited Total Credited Total Credited Through 1994 _ 1.0 0 9.0 9.0 13.0 110 23.0 23.0 1995&1996 --- - - -- _ 0 t0 21.0 21.0 29.0 29.0 51.0 51.0 1997 -- - -- 6.0 6.0 3.0 3.0 1.0 LO 10.0 10.0 1998 --- - -- -- _ 11-0 11_D ''1 11.0 1.0 1.0 23.0 23.0 1999 --- - --- - 8.0 8.D 29.0 29.0 1.0 1.0 38.0 38.0 2000 --- - --- -- _ 104.0 -104.0 61 61.0 15.0 15-0 180.0 180.0 2001 -- ---- - _ 21.5 21.5 47.0 47.0 18.0 18.0 86.5 86.5 zooz -- - --- - _ 2,12.0 242-J 77.0 77 0 41.5 44.5 363.5 363.5 2003 --- - - -- - -- -- _ 3.0 ___3.0 4 0 14.0 14.0 _ 14.0 31.0 31.0 Through June 30,2004 225-0 _225_') _4.0 i()L 2.0 20 231.0 231.0 Through June 30,2005 _ 36 0 _ 36 0 33 0 _33.0 0.0 0.0 69.0 69.0 Total Units Provided 659 659 309 309 139 139 1,106 1,106 Affordable Units Required Based upon the forecast of housing construction presented earlier and the inventory of affordable housing projects completed to date, Table 4 presents the computation of the />gency's affordable housing production requirements for the ten-year planning period, as well as :he remaining duration of each of the constituent Redevelopment Plans. ROSENOW SPEVACEK GROUP, INC. - PAGE 15 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO TABLE 4 " - -- STATE REQUIREMENTS ACTUAL AGENCY PRODUCTION W, Surplus/Deficit of Inclusionary Units Credited Inclusionary Total Units Produced Required Inclusionary a Required Units Produced Units ray 15°/ 601/1, 4011/. 15% 60% 40% _ � a a ' iz tea` prn n w� )',rogh 6-30-,-10 2001(Actual)Paen-i Developed 750 31 '81 117 70 47 Credited Units u Total Pre June 30,2001 750 31 781 117 70 47 Pre 2001 Affordable Inclusionary Units Produced and Restricted 412 259 153 `st Planning Period(2001102-2003/04) 626 . 156 470 7001102 through 2003/04 Agency Developed'Substantially Rehabilitated Ffivately Developed l Substantially Rehabilitated 106 37 143 21 131 9 - - - - TotalatEnd of 1st Planning Period 856 1 139 83 55 1,037 415 623 898 (+) 567 (+) 2nd 10-Year Planning Period(2004105-2013114) 1 ST_5 YEARS 2.0.04!05 through 08/09 69 33 Projected Units 04/05-08109 r Agency Developed Substantially Rehabilitated Prvetely Developed r Substantially Reheb!Iltated G 1(l 92 55 SUBTOTAL 487 123 610 92 55 37 69 33 36 876 (+) 566 (+) 2ND 5 YEARS-2009110-13/14 Projected Units 09/10-13/14 Agency D eloped/Subslantially Rehabilitated - - - - Private1vDev e!oped;Substantially Rehahlitoted 481 1,,- 61G 9 - 3i SUBTOTAL 487 123 610 92 55 37 - - - 784 (+) 530 (+) Total 2nd 10-Year Planning Period(2004/05-2013114) 974 246 1.220 183 110 73 69 33 36 784 (+) 530 (+ t annslnir t, ri tgres nt'e7r_d(n;n i ,N �.n inrl .al pn, q li,rc. 'law y,ll nipnh,rs n iidcu. fr,r,.fE 1 tE ne.,.i=i,1 l i is n the(urrrnt p! 1 iq pC n"'1 f-to I:it,i) y lcl I..n,I "i,t it c :I ��i..i� 1 4 jl�IL�lu t pll If',I h,ih,end G,t tl,rc-.od Current Five- & Ten-Year Period Inclusionary Unit Need As detailed in Table 4, for the next five years (2004/05 through 2008/09), the Agency retains a significant surplus of very low, low and moderate affordable housing units. The 974 total units projected to be built and 246 units projected to be substantially rehabilitated during the ten year period in the Project Areas is a summary of each individual Project Area's projections as depicted in Tables 1-A through 1-H. As discussed earlier, pursuant to Section 33413(b) of the CRL, redevelopment agencies have been required since 1976 to assure that at least 30 percent of all new or substantially rehabilitated units developed by a redevelopment agency are available at affordable costs to households of very low, low, or moderate income. Of this 30 percent, not less than 50 percent are required to be available at affordable costs to very low income households. Further, for all units developed by entities other than a redevelopment agency, the CRL requires that at least 15 percent of all new or substantially rehabilitated dwelling units within the project area be made available at affordable costs to very low, low, or moderate income households. Of these, not less than 40 percent of the dwelling units are required to be available at affordable costs to very low income households. An Agency has met its inclusionary housing obligation when these requirements have been achieved. The Agency has produced 1,037 inclusionary units prior to fiscal year 2004-05, and an additional 69 inclusionary units have been produced in the current planning period. Thus a total of 1,106 inclusionary units have been produced to ROSENOW SPEVACEK GROUP, INC. PAGE 16 TEN-YEAR:AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMEN__AGENCY OF -HE CITY OF SAN BERNARDINO date, 659 of which are restricted for very, low income households. Therefore, the Agency has far exceeded its inclusion,ary housing unit production requirement expected by the end of fiscal year 2013-14, showing a surplus of 784 units in total (530 for very low-income housing units) that are projected to be required affordable to very low income households. Nevertheless, during the next ten-year planning period, the ,Agency intends to continue its efforts to create and preserve low and moderate income affordable units. Production Replacement Housing The CRL also requires that whenever housing units occupied by low and moderate income persons or households are destroyed as part of an Agency project, the Agency is responsible for ensuring that an equivalent number of replacement units are constructed or substantially rehabilitated within the community. These units must: provide f1: least the same; number of bedrooms destroyed, and 1001% of the replacement units' must be affordable to the same income categories (i.e. very low, low, and moderate) as those removed. The Agency receives a full credit for replacement units created inside or outside the Project Area. The Agency has participated in redevelopment projects that have resulted in the loss of units through 2003-04. Table 5 presents a summary of the housing units occupied by low and moderate income 1 unaseholds that have been destroyed by Agency actions, as well as a projection of demolitions for the current planning period. Appendix C provides a detailed Account of the housing units occupied by low and moderate income households that have been destroyed by Agency actions. Table 6 summarizes those replacement units which the Agency has created or resealed to meet its replacement housing obligations. Appendix D provides a detailed account of the replacement units which the Agency has created or reserved to meet its replacement housing obligations. Prior[o January 1.2002,75%of all replacement units must be of the same incorne category as those displaced. ROSENOW SPEVACEK GROUP, INC. PAGE 17 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO TABLE 5 SUMMARY OF DWELLING UNITS DESTROYED OR REMOVED DIRECTLY OR INDIRECTLY BY THE AGENCY ' Time Period Units Destroyed/ Very Low Units Low Units Moderate Units Removed 1994-1998 101 93 8 0 1999-2004 256 163 70 23 2005-2014 145 1 28 1 115 1 2 I'Total 502 1 284 1 193 1 25 A detailed account of the housing units occupied by low and moderate income households that have been destroyed by Agency actions is provided in Appendix C. z Number of units to be demolished from 2005-2014 is based on information from Agency staff. TABLE 6 SUMMARY OF INVENTORY OF REPLACEMENT HOUSING UNITS ' Time Period Replacement Very Low Units Low Units Moderate Units Units 1994-1998 220 89 73 58 1999-2004 906 665 121 120 Total 1126 754 194 178 Appendix D provides a detailed account of the replacement units which the Agency has created or reserved to meet its replacement housing obligations. z CRL affords the Agency a four year time period to replace destroyed or removed units.Therefore units destroyed or removed between 1995 and 1998 may be replaced by units represented in the following time frame. The total number of units replaced prior to 2004 exceeds the requirement stated in Section 33413 of the CRL, leaving the Agency with a surplus to apply to demolitions in this planning period. ROSENOW SPEVACEK GROUP, INC. PAGE 18 TEN-YEAF,AFFORDABLE= HOUSING COMPLIANCE PLAN REDEVELOPMENI AGENCY OF THE CITY OF SAN BERNARDINO Estimated Housing Fund Resources & Prqj=,�:-Ited Expenditures Low and Moderate Income Housing Fund One of the Agency's primary soures of revenues for housing program implementation is the annual 20% housing set-aside deposits. These deposits reside in the Agency's Low and Moderate Income Housing Fund (the "Housing Fund"). The CRL requires that not less than 20% of all tax increment revenue allocated to the Agency must be used to increase, improve, and preserve the community's supply of housing availablE!, at affordable housing cost, to persons and families of very low, low, and moderate incomes. Other sources of Housing Fund revenues include interest earnings Ivan repayments, federal HOME funds, and developer loan proceeds. Table 7 presents staffs forecast of HOLISing Fund revenues and debt service for this ten-year Housing Compliance Plan period. Pursuant to the requirements of Section 33490 of the CRL, l-able 7 identifies estimated amounts of available Housing Fund dollars expected to be deposited into the Housing Fund during each of the next ten years. ROSENOW SPEVACEK GROUP, INC. PAGE 19 z 0 < LLJ rr U < LU ED n LL U) OW cl� < 0 or 0 z LL LLJ LL < < < z W Uj (D ui LLJ L D LLJ fr Z I tf OF, < �ct tL I < L LL Z� It ui 00 LU t u I I -j Q 0 f z C,3 TEN-YEAI�AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMEN-E AGENCY OF -HE CITY OF SAN BERNARDINO Targeting of Housing Fund Expenditures As set forth by Section 33333.4 of the C:FR[-, each agency shall expend, over the duration of the Housing Compliance Plan, the monies in the Housing Fund in proportion to the community need, both n terms of the income categories and the number of senior households assisted. Income Categories Assisted Pursuant to Section 33334.4(x) of the CRL, Housing Fund dollars must be expended for very low and low income persons in at least the same proportion to the City's fair share unit need as established by the Regional Housing Need Assessment(RHNA)for very low, low and moderate income units. The number of units in each income category in the City's RHNA figures may be adjusted for units not assisted by the Agency that fea':ure 55- or 45-year covenants. According to the City's 2003 Housing Element, the current RHNA figures for the City cover the time period of 1998 thr'c:ugh 2005. Table 8 indicates a citywide need for 1,223 upper income units, 734 moderate income units, 676 low income units, and 1,148 very low income units. Table 8 utilizes the unit need by income to arrive at the proportional Spending minimums imposed by the 2002 changes made in the CRL Based on these figures, the Agency's Housing Fund expenditures over the next ten years must be at a minimum directed as follows: 30.36% must be allocated to projects or programs for very low income persons and 17.88% for low income persons. _fhe remaining 51.76% (the sum of the moderate income category at 19.41% and upper income category at 32.35°/x) of Housing Fund dollars may be allocated among very low, low and moderate income persons at the Agency's discretion. Table 8 City of San Bernardino Regional Housing Needs By Inc.orne Group (RHNA) 1998-2005 Housing Income Category _ Units Percent of Total Very Low(0-50% County median income) 1.148 30.361/10 Low(50-80% County median income) 676 17.88% Moderate(80-120% County median income; 734 19.41% Upper over 120% County median income 1,223 32.35% Total Housing Units 3,781 100% Source Southern California Regional Housing Needs Assessment, Draft Figures 1999. ROSE:NOW SPEVACEK GROUP, INC. PAGE 21 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO Family and Senior Housing Section 33334.4(b) requires that Housing Fund expenditures for senior housing also be in proportion to the community's population of that age, according to the most recent Census. According to the 2000 Census, 15,266 (8.23%) of the City's 194,643 residents were over the age of 65. As such, not more than 8.23% of the Agency available housing fund revenues may be expended on senior housing projects. Table 9 presents a summary of the Agency's projected available dollar resources for the ten-year period with estimates of the proportional expenditures based upon the City's current RHNA needs (see Table 8). Additionally, pursuant to 33334.4 (b) of the CRL, it is projected that over the 10-year planning period the Agency shall limit expenditures for housing reserved for seniors (65 years of age or older) to 8.23%. The limitation is a recent requirement in the CRL, and does not apply to prior planning periods. TABLE 9 PROJECTED HOUSING FUND RESOURCES SUMMARY Beginning Cash Balance $8,999,013 2006 Bond Proceeds $25,0007000 Projected Tax Increment Set-Aside Revenue $71,865,720 Other Revenue Income to Housing Fund $3,019,314 Subtotal $108,884,046 Total Debt Service, Administration, and Operation $40,247,124 Net Revenue Available for Projects and Programs $68,636,923 Ten Year Estimated Allocation of Funds by Income Group RHNA % Income Group / Minimum Expenditures Projected Amount 30% Very Low $20,591,077 18% Low $12,354,646 52% Unrestricted (very low, low & moderate) $35,691,200 Senior Citizen Housing Allocation Senior Population (Limitation) 8.23% $5,648,819 Other Funding Sources for Housing Programs All potential sources of funding will be actively pursued by the Agency in its efforts to implement the City's Housing Element. Key to this effort continues to be the establishment of relationships between public entities (especially the City) and the private sector. In recent years, San Bernardino's real estate market has improved due to the strong economy and increased demand for relatively affordable housing outside of Orange and Los Angeles County. San Bernardino's housing program recognizes that the "market" will drive certain aspects of producing affordable housing. Market factors have, and will continue to impact the amount of housing the Agency can effectuate given current revenues. Therefore, efforts to cooperate with other public entities and especially with the private sector, continues to be a priority. The goal being to produce, improve and protect the ROSENOW SPEVACEK GROUP, INC. PAGE 22 TEN-YEA z AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMEN-f-AGENCY OF THE CITY OF SAN BERNARDINO City's housing stock, utilizing the Agency funds as leverage. In particular, the Agency will actively pursue the rehabilitation of multifamily product and to expand homeownership opportunities. Other City/Agenc,y Revenues. Existing Agency funding requirements for the non-housing redevelopment hands include outstanding bonded debt obligations; pass through payments to taxing agencies, required programs/projects, rent and administrative costs. Because of these 'ieavy funding commitments, no revenue from the Agency's Redevelopment (non housing) Fund will be available to assist with the implementation of affordable housing projects. Federal/State Re%Fenue Sources Federal Programs The City is a recit:)ient of Community Development Block Grant, HOME, and Emergency Shelter Grant funds from the Department of Housing and Urban Development. Allocations of these entitlement funds are based on a locality's population and on a number of other socio-economic indices, including overcrowded housing, poverty levels, growth lag, and age of the housing stock. The City and the Agency uses these federal funds to leverage additional public and private investment i:c fund activities that benefit very low, low and moderate income households and sustain services to the homeless and other special needs populations. L] Community Develo rnent Block Grant The City and the Agency use the Community Development Block Grant (CDBG) Program, which was established under ]::he Housing and Community Development Act of 1974. CDBG funds must be used to eliminate blight, and to support public services and public safety. The City uses CDBG program funds primarily for infrastructure and supportive services in low-income areas. The City's CDBG allocation in FY 2005-06 is $4,052,434. L1 HOME Program The HOME Investment. Partnership A.Ct of 1990 created the HOME program specifically to increase affordable housing opportunities. The Agency uses HOME funds to expand affordable hcusing opportunities through acquisition, and rehabilitation of selected multi-family housing projects. In FY 2005-06, the City received $1,605,422 in HOME fr,inds. Ll Emergency Shelter Grant Proms .m The City is a recipient of Emergency Shelter Grant (ESG)funds. The formula- based grant was established in 1987 under the Stewart B. McKinney Homeless Assistance Act to assist homeless persons. In the City, ESG funds are used exclusively for activities relating to emergency shelters, transitional housing, employment and job training, drug and alcohol use abatement, and support services for the homeless. In 1=Y 2005-06, the City received $156,327 in ESG funds.. Ll State Programs. In conjunction with the implementation of the City's comprehensive housing program, the Agency may utilize ,available affordable housing resources ROSENOW SPEVACEK GROUP, INC. PAGE 23 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO administered by the State Department of Housing and Community Development. Potential State housing programs, which could be utilized, include: o California Housing Finance Agency (CHFA) Multifamily Housing Rental Program: Provides below market rate financing through the issuance of tax-exempt bonds to builders and developers of multi-family and elderly rental housing. o CHFA Home Mortgage Purchase Program: CHFA sells tax- exempt bonds to make below market interest rate loans to first time homebuyers. The program operates through participating lenders who originate loans for CHFA purchase. o California Housing Rehabilitation Program Owner Occupant Component (CHPRO): Provides low interest loans for the rehabilitation of substandard homes owned and occupied by lower-income households. City and non-profits sponsor housing rehabilitation projects. o Multifamily Affordable Housing Program (MAP): Provides permanent financing monies for the acquisition, rehabilitation, preservation and new construction of affordable rental housing. ❑ Other Financial Resources o Low Income Housing Tax Credit: As part of the 1986 Tax Reform Act, units rent limited at 60% of median income and below are eligible to receive financial assistance under the tax credit program. The tax credit allocation process is extremely competitive both on a statewide and regional basis. o Tax Exempt Multifamily Mortgage Revenues Bonds: Use of the Mortgage Revenue Bonds is possible if one of the following criteria is met: at least twenty percent (20%) of the completed units are rented to households at or below fifty percent (50%) of the area median gross income; or at least forty percent (40%) of the units are rented to households at or below sixty percent (60%) of the area median gross income. Rents on tax credit units cannot exceed thirty percent (30%) of the maximum income limits based upon household size. ❑ Agency Financing. The Agency has the legal power to issue taxable or tax exempt bonds and notes for the development (including rehabilitation) of both single family and multifamily housing. Such said bonds would be issued under established federal and state requirements. ROSENOW SPEVACEK GROUP, INC. PAGE 24 TEN-YEA[-',Al--F ORDABLI- HOUSING COMPLIANCE PLAN REDFVELOPMENI AGENCY OF THE CITY OF SAN BERNARDINO Proposed Implementation Initiatives Though the Agency anticipates exceeding its housing production needs for the planning period, additional affordable housing programs will be undertaken in order to meet long-term affordable housing needs for the Project Areas and the community as a whole. The initiatives and programs created to achieve the Agency's affordable housing goals are fud her described in Table 10. Redevelopment Agency of the City semardIno Redevelopment Housing Fund Name Objective Timeframe Expenditures Arden-Guthrie South Housing Frogram Program directed nt Improving the hous a.;supply,i the Arden-Guthrie neighborhood. 3 Years $2.504000 Program specl6cally tailored for fullfirre tenure track fatuity members Of California State California State Univer-?y Profeisor's Univ ty San Fernardiro. F-og ram v 111 provide ,p o 20°S,. or in amount of to exceed 1 Year $1 0.r,r00 Homebuyer Assistance Program 570.0 M,In down payment assistance to Profasss� purcnas.ng a home'm th_.C'[y.Second ver ;,ding of,7 rinll.00o defendent c prograrn era°s;. Cenral City North Housing I'ro3rarns Print,m taget off m'_at rf housny �n.,do s .a he CenVal;it "Jeh? 1"rt fa ea "<Years S3, t FirstTme Hornebuyer As,3t,ncr, I'r m ill prD.lde to nacon e el)b1c_fir t t ir o f ,l nets efs.V,15r a i.c furz f .i home in Ongoinq $1 l 7„10 the .ly mtaup 0.r ;In dc pinien,a__t,r-, Pi lit m Pr oe�fcr the cr.orclnatrnq of public aril et t,rt.t_ t,t;zd paint Lead Hazard Control F—i I, and PfrAeCt you- children t✓ nteg al Li ead haza 1 ;lac mn a s eduction act _s nto cx�stng hou;inc prcgr,, s. ProgrIL L- also { il I; duln s through Year; $71.0,0 educe ion 11 materials C„tobile Home Grant o,,jrara r ti [ ­ af.,nt'11 up t 55.0u to ncbil;f olli,o.,rer-1' 1 rnill,r.I [-.airc id ",going S 112.(E84 eme.ts Pro trtn prsvrle_ grant=o Ss Ajo to -I c3 bl2 h-meo.r or L:r_r for exterior be rt :atlon chin jr,M-1 target arnas i_r nt ray be uzed fcr e cr rr painting fJcrynt, hsod IniLatue r' ryr am hall 1 ')illy. 'p Inn,_ f rang. drive ay r_.,1 ty Il acing r o lcq_ N ghborieod 3 year, Si 771.?38 F.a,tifc.tlon Initi, r rogr•a N F i'­.c,A grant a nllco 'mJ Y,'l,c,Ccu man _r lino who the ye!nt to provide'inauial resrur'es to Hu;r •n clan ci!r C t}o'C_a Bernardino City of High)and and City of Redlands 1 he(1d Fingers Foundation.a ecal ru a o ofrt rk„r,ton_per',f os r.irrf and _ergency Old Timer's Ct tit Program rep,a to ,w-n s ne h,nr a Hers(tt0 and brio ti acdian it cm ne r f do rot Ongoing Sa3o p18 es.ee f 57.;0 ter h,rse- f I g t l ty req.ir_ne t e 1c re that Ole aPIP .a i t. s ,nor age o0,dr_ableoi.handicappe,1 cr a recipient cf SSI i;r mr Fighting Program to redu.:e crime in ih , ✓ ropro,on J .g- )rIn,7.for Oherat.,n.Phoenix ch Idrt n. fary ; cad �oulh Through a stic a1 Proach of pr, e,[er_ In,rrenton and 7 Year S_.200 E3E su pprssion Pro,e:vc all a.,u«d Ill,rlti far ally rental I i o i°i nq si risk of comer ion to m,iket a?e rer tnl P e eriati un r,f As!,isted Multi f a i i y H,atal ho g het" a 2W)0-21110 c' Forking th ohl c nd or or tc ti-Li.,nq 0­,­ ,t .Jndetermined Hou.,ing ha e xpesrd aua nt=re,t n right-c (r.t efus,l fcr privatel, .rrd a, ,tr 1 hous,ng „ago ng _ I 's nt-risk of con,ersion tc market rote hoo ar g Helot ncn ass-tar ce to ih, e r fividual,d,p� led d e to the a, l>l rf _al property by Reloc_iYOn Ongoing 5732 9�23 the Agency Prc rity first and months cat do{:or t L J6pla t f r,._s if ugh soci 3l Rental Hslstance ; cIrOport S 162.3FS5 . Pr.qr it,,prcvtles grants of,p to g10 000 to nc_c re OligiblE ham,o:Hers o _r pying single fan ly nos or c erix ho r e besot f t ti r r h a Pr--_r er t =f lode. roofing. NHS Daaln Senance Program ext ai-tin v.ndo—,fort and I nd-ca w I l r al,n.wroo ht l or'eaten secairit Ongoing S .119.740 h� 9 Y� C 7 J� g g Y lightiny_drive way.front door eatrv- Finan e oOngags.In tae cen<hUC;on Of mull f,nosy or senior ho .ing rill is. t least 2G"-o of I ax-[xeinpt B-d r,nariu,q the.r.reetai nit,must he r as Je .unit:DIn to lo., 'r il,onie farad✓ a- c rea Median Ongoing ,indetermined Income Utility Rehate Program _er:er..ti.de and reo. ca'1 r. r ell lltp.,cv.'E Ongoing S,lf},102 ROSENOW SPEVACEK GROUP. INC. PAGE 25 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO Housing Fund Expenditures 11 through 2003/04 Section 33490 (a)(C)(iv) requires agencies to report the amounts of Housing Fund dollars utilized to assist affordable units over the previous Implementation Plan Period (prior five-year period). Agency staff have identified Housing Fund dollars expended on affordable housing projects since 1999. The following Table 11 details the Housing Funds expended during this period. Please refer back to Table 3 for a break down of restricted units by income group and their term of restriction. TABLE 11 SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY EXPENDITURES OF HOUSING SET-ASIDE FUNDS #of Units #of Units #of Units Total Increment Received in Low/Mod Set-Aside FY Housing Fund Expenditure Category #of Units %of TI Expended Very Low .......Low__ Moderate Housiri Fund Expenditures 1997-98 Ag Vncy, S 3.'IF-'250 1998-99 SUcncy. iJL925`. 1999-00" 3?71.871 MITP° Subtotal____ __ 3 271 571--$ - - - ----636832 1 2000-01` TOTAL INCREMENT RECEIVED IVDA� - EXPENDITURES LAND ACQUISITION 53,009 c1UBSIDIES _. MAPT IRST TIr 1E 1.1£18,2`i9 _ RENTAL SUBSIDIES 53.846 UTILITY REBATES S 56 449 0,FRSHAVV TRANSITIONAL H U',NG I"'100 RAMONA A0r1MUNTIY CENTER 5 x2.395 CYPRESS P,:i HP j 177.581_ NHS MAIN 7ENANC �y11330 OLDTIAIERS GRANT FP G t R,,rJ ,923 NIP BEAUTIFIC ATIN 197 005 ADD GA G P FUNDIN S _ 5 07.950_ EFP,10LIT I ON 33 0;11 OTHER GP.ANi A1AIN1 PR0OP1r,I 12,119 D EBT SERVICE PRINCIPAL 220 0oo INIERESI _ _ 174,573 ADMINISTRATION S x'05.727 i-IOUSING CONSTRUCTION NR CASA RAA1ONA i HIG HL AND`,I ANDBY _ 171,735_ 5 NR PIONEER PLAZA tC,1 181 $ 2,'J 000 NR CAL 61HPC 714 6`i7 62 295.000 NR CEN;URY CROVt'E LL 24 - 229.000 611INTENAN1E OF 1,1111 - 1 1z8 r,80 _OTHER E;iPENDI IUFES AND USFS LEGAL ---. S &0.784 CONSULTANTS 1'38 W9 Subtotal -- —X45- �-�d� €� S --3'365;7 — s€1.825 1,653022641 2001-02 TOTAL INCREMENT RECEIVED 572.61££i,'I IVDA S y04.63(; EXPENDITURES LAND ACQUISITION _ _ 629.J95 SUBSIDIES _ - 61APLIRSTTIME S 160.043 RENTAL SUBSIDIES 5 84 UTILITY RFRATES _ 31 1914 DEBT SERVICE PRINCIPAL S ;'30.000 NTEREST 11)5 8501 ADMINISTRATION - 3£39,014 HOUSING CONSTRUCTION CENTURY/ARROWWISTA 819200 HOUSING REHABILITATION _ NH--O IIfv1-R4 .ASA R.�QN'_ _'�. N 6 – _ – Subtotal_ -_ __ - _. _— 44 6 1 9. _... _ io'i 300 ____._____ _.. � - 4 477,75 __ __ __ __ ` _..._. ___ ___.__ .____ 3441642_ ROSENOW SPEVACEK GROUP, INC. PAGE 26 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMEN-I AGENCY OF -HE CITY OF SAN BERNARDINO TABLE 11-Continued SAN BERNARDINO ECONOMIC DEVELOPMENT AGENUY EXPENDITURES OF HOUSING SET-ASIDE FUNDS #of Units #of Units #of Uv:s Total Increment Received in Low/Mod Set-Aside FY Housing Fund Expenditure Category #of Units 'S,of TI Expended ' Very Low __ Low_ MOdei.ale Housinc Fund Ezpentlitures________ _.. 2002-03 TOTAL INCREMENT RECEIVED 'Agency 4 .692.504 IVDA as%,a3a EXPENDITURES _ 'LAND ACQUISI NON $ n25.C(i6_ (SUBSIDIES MAR FIRST TIME $ 401.G06 RENTAL SUBSIDIES S 148.047 ENERGY GRANT PROG _$ 6;.168 UTILITY REBATES 007 DEBT SERVICE PRINCIPAL 5 240.000 INTEREST 5 187,340 A Dh1I NISTRATION $ 1 15C..181 G HOUSIN CONSTRUCTION _. _. _ _.. __CENTURY,GLACIER ANR_,OLD iOVVNE 5 _. _2(75(1,417 _ HOUSING REHABILITATION _ SEE EEHABrGRANT PROF SC'i 667 _ Subtotal — - 5 ------ 4.350.142 $ 5,143.839 113% 2003-04 TOTAL INCREMENT RECEIVED A,-c1' 5 41) 940 IVDA 7,014 EXPENDITURES _ LAND ACQUISITION _ If 0_.2'Jfl SUBSIDIES MAPIFIR5i IIM1 _ S 'i6314 RENTAL SUBSIDIES S 145.503 UTILITY REBATES DEBT SERVICE _ _ PRINCIPAL _ 270,000 _ INTEREST _ 177,175 OTHER 109,361 ADh.11 NI5TRATION $ '23 HOUSING RE IN ABIL114 LION BAD DEBT @ND SITE IUIPROV EMEN T d 1 T11.6t1 `JAINTENANCE OF MHP S 'J00 OTHER EXPENDITURES AND USE LEGAL o 116452 Sbtotal PURCHASE CF L\PD(1�9!.1M COND:7 -- — $ ..__4854,954 S 47111.043 _ GRAND TOTALS 1037 667 211 �7.. _� 20,259.275 IS _19.397,181 96°/ Housing Element Consistency As this Compliance Plan focuses on providing affordable housing for lower income households who are generally the most difficult segment of the community to house, it is clearly consistent with the Housing Element's goal of providing a wide range of housing units by location, type and price to meet the existing and future needs of San Bernardino residents. Both this Compliance Plan and the City's Housing Element state there is a definite need to assure an adequate supply of housing for the lower- income segments of the community. Like the Housing Element, this Cornpliar-ce Plan emphasizes the need to provide incentives to developers in order to increase the supply of affordable housing units in the Project Area and citywide. The Compliance Plan is also consistent with the Housing Element regarding whet revenue sources would be available to subsidize affordable housing projects. Both made it clear that all viable revenue sources need to be utilized to assist with alleviating affordable housing problems in the City. A major focal point of the goals, policies and objectives of the Housing Element is to provide housing for all economic segments of the City, especially lower income ROSENOW SPEVACEK GROUP, INC PAGE 27 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO families. Because the major goal of this Compliance Plan is also to provide affordable housing for these lower income households, and the proposed plans and programs for improving the supply of affordable housing in the City presented in this Compliance Plan are similar to plans and policies of the Housing Element, there is clearly a high degree of consistency between the Compliance Plan and the Housing Element. Affordable . The affordability of housing is a major concern in all regions of California. Over the past five years, the County and the City have experienced a rapid increase in housing costs both in the rental area as well as for ownership products. According to the Data Quick Real Estate News,' the August 2005 median home price for the City was $278,000. In addition, a review of vacancy listings for rental properties listed on Apartments.com within the City established that the average asking rate for a one-bedroom unit was approximately $868, $1,018 for a two-bedroom unit and $1,293 for a three- bedroom apartment unit. Both the City and Agency will continue to make efforts to ensure that housing is available and affordable for all segments of the City's population. Information contained on Data Quick Real Estate News website,DQNews.com ROSENOW SPEVACEK GROUP, INC. PAGE 28 TEN-YEA-R AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMEN C AGENCY OF THE CITY OF SAN BERNARDINO Affordable Housing Cost Limitations The following three charts, provide -iformation on income limitations and affordable housing costs for households that qualify as very low to moderate income households. These charts ir-Iclude limitations on what constitutes affordable rent as well as affordable housing costs for ownership housing units. The Department of Housing and Community Development updates income limitations and affordable housing costs for each county annually. The chart below illustrates the 2005 monthly affordable housing costs for very low, llow, and moderate income households, which will be superseded by new cost estimates each year when the Department of Housing and Community Development publishes the adjusted numbers. TABLE 12 SAN BERNARDINO COUNTY 2005 Affordable Housing Costs for H::rr-ie Purchase Programs (Income figures based oo Department of Housing ane'Community__ De✓elopment Income Limits dated February 25, 20 05) 1 Person Household 2 Person Household erson Household 4 Person Household Median Income: $38,950 Median Income: $44.500 FMedion Income: $50,100 Median Income' $55,650 -- ----- -.. .. -- - _-- —- — ---- --- Mon FJy Mor they P1onG,ly M11112 Income Annual Affordable Ir, cnie Ann�.ral Pf rdabL Ir rrni_ Annu;n AHr,rdable Income AltnuaI Affordable Category Income's Houvng C;rtrgery In�ome H<rusing (,a_r gcry I��orru H_iisinq Catagcry Income Haisinq Cosy -.usts C;si'., Costs Very Lo, $19.5-0 :'rte.- V<r,I.n, S2e,,,., >556 Very I_.�:. _� ..SO 'er7 Lew $''7,850 $696 I.�w'' $3120.0 $682 1 79 1_o.v $10-100 -_-r, Lo.v $--14, 1- S974 Moderate $46,750 $'1.250 Mua ate „t335C $1 1<8 Mol rsL $60,100 5.307 Moderate $;6,830 $1,785 5 Person Household 6 Person Househ01�:1 Person Householc 8 Person Household Median Income: $60,100 -_Median Income: $64.550 ME di�'in Income: $69.000 Median Income: $73,450 Monthly P I,rnthly M,)r.tti y Monthly Income Annual Affor,7-�bl� tn.ome Annual Af ordable Ir con� Arnival Ai rdabla Income Annual Affordable Caiisgery Income Ho!,s�ng Cat gory I•irome Housing C�,..'7o biuome [leasing Category Income Hou4ng Costs cots C”"1" Costs Very Low $30.G 1 Very l_o.� S3,2,300 Very L_:: $34.000 �3c3 Very Loa. $36]50 $918 Lu, $48,190 $1.052 L)., ;551 701,1 '•1.:3u Low �,,;-250 5'.208 Low $58.830 $1.285 Moderate $72,150 51,928 Made-ate i r i 7500 $2,071 Modcr:'< $82950 52211 fvloder5te .$88.200 $2357 DEFINITIONS rJ rr,,�r1, 1 �,,. ,�, n. ,,I ..-i. .1 _.o, n_r:.3uc n ,j I_ ,_ r„ .] r, -r r i I'et' 1 '.01,W"O l- i _",, 1, u:,r.i,. The following tables; are illustrative in nature and are intended to show how affordable housing prices are determined, based upon affordability levels. As affordable housing costs generally change each year, actual dollar figures will vary from year to year. The tables below utilize the 2005 affordability levels. Table 13 illustrates the gap in affordability in f-ie hypothetical purchase of ownership units utilizing the City of San Bernardino median single family home cost for a four-person household qualifying as very low, low, and moderate incomes. ROSE:NOW SPEVACEK GROUP, INC. PAGE 29 TEN-YEAR AFFORDABLE HOUSING COMPLIANCE PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO TABLE 13 City of San Bernardino Affordable Housing Analysis Home Ownership Product(2004/05) Affordable For-Sale Housing 4 person household)' Very Low Low Moderate Income Income Income %of County Median 50°% 70% 110% Annual Gross Incomes $27.850 544.550 S66,800 %of Income to Housing 30% 30% 35% Annual Housing Cost $8.355 $13,365 $23,380 Monthly Housing Cost $696 51,114 51,948 less- Property Tax 1.10% (S255) ($255) ($255) Insurance 0.151/ ($35) (S35) (S35) Common Area ($75) (S75) ($75) Utilities ($100) (5100) ($100) Available for Mortgage S232 $649 $1,484 Qualified Mortgage 5.85% $39.269 $110.039 $251.508 Down Payment 5% 52067 S5,792 S13.237 Total Affordable Home Price $41,336 $115,831 $264,746 Median Cost of SFR in City of San Bernardino $278,000 $278,000 $278,000 Unfunded Gap(between affordable payment and median cost) $236,664 $162,169 $13,254 Affordability model provided by Nuques!Ventures,I I C Table 14 illustrates the gap in what a family of four can afford for rent (pursuant to California Health and Safety Code) in the very low, low, and moderate income categories. TABLE 14 City of San Bernardino Affordable Housing Analysis Rental Costs Gaps(2004105) Very Low Low Moderate 4 Person Household Income Income Income %of County Median 50°% 60% 110% Annual Gross Incomes 527.850 S441550 $66.800 %of Income to Housing 30% 30°% 30% Annual Housing Cost $8355 S13,365 $20,040 Monthly Housing Cost $696 S1,114 $1,670 less. Utilities -$75 -S75 -S75 Available for Monthly Rent $621 $1,039 $1,595 Assumed Average Rent 2-Bedroom Unit $1,209 $1,209 $1,209 Unfunded Gap(between affordable payment and median rent) $588 $170 no gap ROSENOW SPEVACEK GROUP, INC. PAGE 30 As detailed in the Introduction of this document, the Agency is required to produce a Housing Implementation Plan every five years, an integral part of which is the Housing Compliance component. After adoption of the first implementation plan, a new plan is to be adopted every five years either in conjunction with the housing element cye:ae or the implementation plan cycle. Implementation Plan Adoption Process Each Implementation Plan must be presented and adopted at a duly noticed public hearing of the Agency Notice of the public hearing must be conducted pursuant to this Section 33490 of the CRL. The Notice must be published pursuant to Section 6063 of the Governrrrent Code, mailed at least three weeks in advance to all persons and agencies that have requested notice, and posted in at least four permanent: places within each project area for a period of three weeks. Publication, mailing, and posting shall be completed riot less than 10 days prior to the date set for hearing. The Agency may amend the implementation plan, including the housing compliance component, at any time after conducting a public hearing on the proposed amendment. Mid-Term Implementation Plan Review Proce !s At least once within the five-year term o_ this Implementation Plan, the Agency must conduct a public hearing and hear testimony of all interested parties for the purpose of reviewing the redevelopment plan and the corresponding implementation for each redevelopment project. This hearing must take place no earlier than two years and no later than three years after the adoption of the Implementation Plan. This is expected to occur during fall of 2007. ROSENOW SPEVACEK GROUP, INC. PAGE 31 N N N N 0 N U (D O U U U U U U U U U U `v Un w cn cn CO cn cn Un Un cn XCll (ll N 0 N U N x 0 D 0 0 0 0 0 0 0 0 F E E E E E E E E E E > x X x x a) X X X x x X 'ai m m (d m >- m m m m m m U 2E :E :E :E L :E :�i :E :E :E :E d _ Q) 7 C D D O C U :3 :3 C : O C C C C C O (D C C C C C C C) O C C C C O C C C C C C p ..+ Q Q Q Q O_ O Q Q Q Q Q Q O X X X X C) C) x x x x x x C ._ Lf) Lo Ln Lf) Ln LO LO Lf) Lf) LO LF) O � r- r r` r- r` tiLn o s) U"4 En Z N o` x p "' ns C N N V r LO 4 ~ d r-- � Ln 0 N � r` CD co co > E N. i N O N O N O O N O N O N i N N Ln F- f9 lU U CV C @ N fl N B N O (`') _ U U U :3 U J Q Q LL O Q J � Q ` O U � Z v o Q C O N Cfl (,.> CLJ O O O O p N N O O O C) (n p Z O.y p N p V O N N N N p N Q �' N O N � N N O x 4. O N O N co i i i i L _ t6 0 f Z 0 N (n M N (9 N (6 (6 C6 (0 N O Z Q _ � 2 a o N D :3 :D D (D aw m a c ? c ? c c c c c c CL J Q Q LL Q H Q W o 0 p 0 p 0 p 0 0 0 0 0 0 0 d C) 0 0 0 o O 0 O o o p O o 0 Q p ,, O C) O p O o o p 0 0 0 0 o 0 00pp0000 O0000O U N 0 0 0 0 0 0 0 0 0 0 0 0 0 0 w 0 0 0 0 0 0 0 p o 0 0 0 0 0 p CDCDLLC) Lnmvo o LnoLnoo CC 'zT n N O LO N C") O N m fn En En Un CO Ef), (f} — CO (n fn — En a c r a o N N r- v o Q U CD W � ro � oLno N � � o (1) rA O N N N N N N N CC NI z N ; o O _ CD �. ON O ON co i N N � N o' N C N N (� C") C'') N O fl- C (U Ur y Q Q LL z O Y W v W U Q W c (f) cu N a (ll O v o o Z V CU a o U U W (n (6 U o o C1 0 a Q) nUUcoZI (f) D 0 z � APPENDIX B DETAILED LISTING OF - • a AFFORDABLE HOUSING SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY LIST OF INCLUSIONARY HOUSING UNITS - Wifhinl Urx t #Units Very #Units Tota[#of Urmts Terms of CCSRs #1 Oufsido PA's .Projects Project A— #of Units Mod Breakdown Low Low W!CCR's of Years Fuli or 50Yo _. _.._— ._.._. -——__ Credit_ _ctrl Cod'-ems F>,at i;..dite+i 7otN Cr9�}Ife J� _ Th,—I,h 1994 II ..� t•.i�� '11 F F F ,,,,...r_t I..i. I u i L` i C 1�1 FIII III rb c A . LP, ':'G� 1 n 1 C Full I C 1 C 1 0 11 s-cl FIII F I F1 I L 1 9 29.2024 null - '.0 I u 1� 1.0 '2 4 [10Th aLaei I:I Pi 1 , r <e CC1 Full K Y t_ e mot'. _ 1 _ Fill I E I t 10 4 _ F 1 _ .-1 Subt tai 23 10 10 90 90 130 130_ 23D 23D - _ — _ — rr�a rn,,P�r, _,,. '� n-- 0 5 z tz 1995 R 1996 _. ._._.. 1" 'F'.. . Lf N I �1 al FIII II e4. I Iln,... 1. ., a: F 1 _ I _ . III .L 1 _ n, Id Iant IF:1 E F I III N t. N t 011 l -,I I L'-� in IF = arl _ I'-"Jt� 1C _ - 11 t f r. I:; 1:i Ill 1 n 1.1 -0_.. 1 .l_ F 1:4 NNc, -.1,.r..l.ii� _]!� 1 t 10 _.'L;6 F,A i.IT`:� II � �,i Ixx \rtx .D::,•�.• �.IT. 1 i.J�Ei Full I I X0:'6 Full _3 1,,. r.l�. 1 _ I _ 2, FOII Full Fdl FtiII Full I -..."I I N II I_:I Fir... 1[r;� I ., IF � ,. F,W Fj x x Subtotal 51 I.D 1.0 C1.0 'I.t.0 29.0 213.0 510 51.0 .7P fc--t"."-3 15 0 0 i 7.._.. 9 15 'S ROSENOW SPEVACEK GROUP, INC. PAGE 33 APPENDIX 8-Continued DETAILED LISTING OF - • . AFFORDABLE HOUSING SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY LIST OF INCLUSIONARY HOUSING UNITS W 1thiol Unit #Units. Very #Nnts Total#af.Units Terms ofCCBfts # Outside PA's Projects Proj.a Area Breakdown Low Low #of Units Mod VJ1 CCR's of Yeare Full or 50% Crotlit _--_ �_-��� -- — — Tctsl Gedled Tofal C ed1eU teA 1997 c � F,1 S1re_1 I',�);. I'i _'. .. _ F,11 II h , 1 11, F,!11 N­ .t. '11en ]_I _,i A—tu_ hill 1 j V'e lr ilreel I;,1,\ I'.: If' 11 Fu11 Subtotal to 80 6.0 3.0 310 1 0 1.0 10.0 10.0 RDA Wa ect Areas 1 ,.0 0 1 1 0 .0 1 199ft 872r,'_e F..ill h1 t ,e'L.. �, r F.h Stree'. I'_'i.! 11: Iii _ 1 C FLIT PA - ic � r Subtotal 23 11.0_ 11.0 11.0 11.0 i.o 1.0 23.0 23.0 V-- ?T tt 9! S 9 i 1 27 21 ft�A r�-�r�n Fes, Z 7 C Z 2 0 D 7 ROSENOW SPEVACEK GROUP, INC. PAGE 34 APPENDIX B-Continued DETAILED LISTING OF - . AFFORDABLE • SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY LIST OF:INCLUSIONARY HOUSING UNITS wiminr.. U,, #Units Very #Units Total#oL Unit Terms of CC&Rs # Outside PA's Projects..' Project Area Breakdown' Low Low #d Unks Mad W/CCR's of Vcars Full or 50% Credit rotel h )l:t_.a5t,l gyred_-sc' r tai c fa,.d Total created ,999 t It t. _F 1 _ i.> 1 1 14 L B :,nt ,1l+pct R=hat c'b2rallo �JO-'+ iC _ &1 __ Full ri 1 u�18.L <,pl_st,— IAj, 1c v. 1.; F 11 npla.Street Iroa 1 r. 1 G 1 r-�u C4 .,1 3lleet -. .0 -., IC iB 5 £4 .ill R,-,h- C5J5 Nees St F1 , .,.,�.,ti v NF.r'.s�t—1 I'L, _ 1': 1^ 1'd�,�y f2I L1 h ,eet I;D.`" _ I': IC., 5'I- ' Fill h lit ..h;1 viz 11,1 N, 11. ;h4 1 1 1 hI I 1 l y 1 t•.1 -iL ,Cb�.e-t 1 „ Subtotal. 3R 8.0 8.0 29.0 29.0 1.0 1.0 38.0 38.0 _--___._. __. _._.. ..______ __..__ i�(A 32 t` 6 �� 2f9 33 3 — P.CA PrOrcct?,F'xs_-- _.. 5 — —_ -- 5 — — ROSE-NOW SPEVACEK GROUP, INC. PAGE 35 APPENDIX B-Continued DETAILED LISTING OF - • . AFFORDABLE HOUSING SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY LIST OF INCLUSIONARY HOUSING UNITS Unit #Units. Very #Uni[s TWdI#of Units Terms of CCBRa # Outside PA's Protects Project Area #of Units Mod F3reakdo Low low Wt CCR's of Years Full or 50 Credit �� — —-- c!tt1l lPdlle�i l-�I.31 .,rv<1 t^cl I.,t yl (.rerJ t�rl llal ------ 2000 III -II IPt F F 1 F It 1.+1 �tf,1 ,. H rl C1`f -1'Ih Stied Il n �, �:si tl,� ..156 l"kson id .,ci,lary 16 f_H"I o Al-11 IJI)n _ I 1� _ ��_ I A II ::i 1r e ',19 F H I[e A;enue \'C):. _ 1 1�21;1C F"II I :i t. 1'.1 F lbth-i—T Fill -. t 1,h"b U<tFF '1tn„ Dull ­t R I ab 3 F.16t't Sl IvfJ-'. 1 J i� _1:010 i Ul s[1Cih St—t I1[la I0 10 1.L 1 :'E z.IJ III_...._ f'ubstR l.'b .2E, E ,r 1 I'I;t� IJ 1n _ ]:1E:01J 1.Subst Rd ab X53 ( b­,,,,N i iDA 1 1 n n o.:i'01(� s"t'-c s76 F, t 191,ctmet i:1c'-�� �II li �.i t r c IFS ..11111.'ti--t r � ci 1 1 111'"^_mot 1 1 _ 1 1 iFJ 7 0 i L1 . I .al4l Imo'.' _ ._ill F�.I K I,, I 1 F.�'.. e _ i 1" G11: Fug'. ROSENOW SPEVACEK GROUP, INC. PAGE 36 APPENDIX B-Continued DETAILED LISTING OF • n AFFORDABLE HOUSING SAN BERNARDINO ECONOMIC DEVEI LOPMENT AGENCY LIST OF INCLUSIONARY HOUSING UNITS •_ Withinl Unit #U.i s Very #Unit. Total#of Units temrs of CC&Rs #Outside PA's a Projects Protect Area #of Units Mod r Breakdown Low Low Wl CCR's of Years full or 50% 7otol Eredited T,tal Cietlited Teter! CrShcted Toiet C,.ited 2000 Continued _— I 3u o . tIr,I ig 2.31 1 „. F1_,Pn," F` t y140 N 1 1:,ry.> _.. :-ra _ 1c 10 t 11 l,, r 11 1� - 1<'1��11 All Et "� t str st��et ,',J - - n1a tSuhst I'0"b 1'. sI F 1-1, [ 1J_ -I ., ,......r_ 17 t '1 S III I. i I t All J. F 1 .t .. IC.... 2 i 2(!"J F, II 1=r _ -13f 1 _ _ Hill FIL 11Pl lh :I �.':'y f _ IJ lull 1 0 1'.: J Subto Val 346 104.0 104.0 6'__a 61.0 150 15.0 180.0 1800 .'L it 2f J) 41 70 M 176 84 aJ 8t c fi +70 ROSENOW SPEVACEK GROUP, INC. PAGE 37 APPENDIX B-Continued DETAILED LISTING OF - •VIDED AFFORDABLE HOUSING SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY LIST OF INCLUSIONARY HOUSING UNITS withird Vnif #Vnits Very #Units otU its Tarmsof CCBRa # O iside PA's. r Prgac[s Project lvea Breakdown Low tow #of Unita MoJTM�.I,#CCR's of Years l=ull oe 507 T> 2001 1l'f1; 1_ 1. ,. I.. 5.12-tt- Fug tr c E L'.111 1,o L 1�'J2011 11,{ E 11 It 1. _ L 1�' I: -iJ cJtt F1:11 0,Oil Full 01 tI Full II [uy r„s. ar.__ c521 o T, .K:-nee .i,A 41 Cly r."' 3 r_ Ir-4 1.1,t'1tY trzet J'J,l tl 1 1:2.12611 ., II r`l j_r AS:. ace tI�i( 1,:2011 Fu.. j 1 1.. "co I" Sir e=1 I:I; J 1^ ;, ';2'11 1.1I t`G( `i'1­1 IiC1 1 1'� l y I' 1 ;_1111 1',II H. [ I tit i o .e Imr-I 1 i.; - ... - 1 �; �..� .,_ •t,� 1J:1, to-�_1 I.I,:. I 1.i 1 1 1.t:l I full _ I .I � r 11E i1 r t -b ii i< 1 J11 F,II ,'[.I t:f:. '011 1111 1 '—W FAI FI "16 2'...11 1.111 EI t 1 to 2 2 f C'1 v 1' sill ,il F2�:1a 2 Th-:I.:,.-I 1 .... � Ili � ",15 in I!111 1 r 11 111 l'1+ t kah;n y l ... A", �I f 1:� .. I. 1.. a 1 21 2.10 ull a 'C 11 =1.11 C 1fee10 FAl 11 t -s1 t. F 125 ,. ecl 11 1'u 11 1'.: 1 Fi.'1 J11 F 1 1 1 lal i2r 131E ,..,._c� h.tiV t li Iv 1_ r.3 X011 Iu11 tl l,tluc-' 'I; 1 ' 111;'011 "uil o'—A01 s1 tlnre 1258 1 Full t 1 1-1 F 11.i N':: 1 llc 1 iB:iHf N',': ;3152011 Full) "0iI f:111 t,1.h:R 1.. I�/ 11 ..,.i.. L,I:H F:. Znil �_ _ i _.t R l A, 1 1 J ll Ao:1d:1 I t bi,:sic o.. -,1A � ,11- - WI Subtotal _ 87 21.5 21.5 47.0 4].0 MD Me 865 _86.5 f;7.7 n2 Y7 ': 40 70 io ?0 :902 ROSENOW SPEVACEK GROUP, INC. PAGE 38 ' APPENDIX B-Continued DETAILED LISTING OF - • r AFFORDABLE HOUSING SAN BERNARDINO ECONOMIC DEVELCPMENT AGENCY LIST OF INCLUSIONARY HOUSING UNITS W ithmt it #Units Very .Units U t Total.#cf Units Terms of CC&Rs # Outside PA's Protects Project Area #of Unks Mod I- 0reakdown Low .Low W/CCR sot Years.. FuII ur 50% Credit roL31 c ater! -rnsi jerevlt=v meal cn:drtl.j otsl cr�tne:1 2002 1:e 1'4_li l_ ...�. _ 16 10 L... _. 04f9 ,t i_ L.> _:sti cs 014"f..y I s 17212 If t 3 1 F, l, riI t ,e '1 ir= 017 CI ,l'Ilh t I'.i:" 1. it 1 'J lu1"'JI JI _t _;F3 t -. _ t 1 t 1[,­r c� tlt;'.ry Iti _ _ 1C 1C _l Fill 27'1 11:t n c cr .I.. C sr I r 1;.14 tsL i!i::. r ,c rl 155 N t ks,III 15f„N t.11 11.. � r .• I,-� `CF N "Pet_,F. y A„<- .'J: 1 ii (� .; :.'�0'� -�. c t t.,c's.,-L e 2'IF.L FIEF ' L�tlo; rt �c._I I ?0 N 111-Ja4 V I N is t, 1 IF, N jr11 .tr t f.', -i 1 1'_ •x.17 r... t ... I Ih_ .,.:! fi.;; �. � 11.. !.I 7 .,..1. Subtota; 374 242.0 242.0 71.0 7l,0 44.5 44.5 363.5 363.5 _ 1VOA 2bi 7S6 16ti ,,-6 :`0_ �' ?% ,-3 273 _ P'3 76 ifi 7 91 11 ROSENOW SPEVACEK GROUP, INC. PAGE 39 APPENDIX B-Continued DETAILED LISTING OF - •VIDED AFFORDABLE HOUSING SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY LIST OF INCLUSIONARY HOUSING UNITS W thMl '. Unii #Units Very #Units Total#of Un is Terms of CG&Rs # O M de PA's Projects Projoct Area #of Units Mod t- 8makdown Low Low Wt GCR's of Yeare Fuitd PA' Totai Creu 'otal �,ledrteJ Totsi ..renite�T iot01 Cre0ltetl 2003 H H 11311�Irect _L'S 1 U 1 0 1 ,12,..2_.,r lull �.,.IIa.S.r-iri�e_ r✓C;n 1 II'..i1rFet l.. 1 10 I'.I 1 ✓.42013 fill Street 0 _ 41 i1 y' Ci2 tirrtc 1 Lr:e r;f)-� Iii •, 1 C S 1 11th f2d /L%�1 n L,y, -� .,til crl�= -cn 1 1 u 1 0 1 s 1 co,3 1 ,1 rrsla l-,h r=z r.,LOa;laaF Ivna 1,. uw 10 10 X19 ��u y Full n, N .,�..:,...,.: n I., �..._-t��-� vr-, r I.�,..n.✓r,.,a rc.� I f o 1 c 1 ,.. 1er r.,ll 1��1,_1i�an 1-z_ ;c'r 1 I: I? 1a sn.o1s Al 'I Est h-:hat 1L< .,0+30ezt ,+I. ,;J.-, ... ra V N 'I rrr u t t �rl 1 4- , N.: N ilT Subtotal 31 3.0 3.0 14.0 14.0 14,D 140 31.0 'La I hrouyh June 30,2004 '.'N 1 'f]r::r.�r,r. Subtotal 232 225.0 225.0 4.0 1 2.0 2.0 231.0 2310 _ .. ..... v,k R,G T?'c;e�[AFee9 .'Bf 225 �25 4 f 3" TOTAL Throu h FY 2003-04 1214 8225 612.5 1 276 278 138.5 138.5 1037 1037 Through Jnna 30,2005 -r-,t _ S I rn..r ,. r �c 1 1 ::.I Rel'b 11✓ � ✓:hr:�.-1 C'=� .. �I� _ �_ 1.111 - __ 5ubtotnl 331 36.0 36.0 33.0 33.0 0.0 D.D 69.D 69.0 f✓D4 931 36 36 33 33 0 0 09 69 0 ..0 0... 0. 0 0,.. _.. TOTAL f5S5 558.5 658.5 309' 309 f38.5 138.3 '.1106. }106 ROSENOW SPEVACEK GROUP, INC. PAGE 40 APPENDIX C DETAILED LISTING OF - . . REMOVED APPENDIX C: DWELLING UNITS DESTROYED OR REMOVED DIRECTLY OR INDIRECTLY BY THE AGENCY PRIOR TO 1999 Date of Project Bedrooms Units Very Moderate Address Destroyed/ Destroyed! Low Units Demolition Area � Low Units' Units Removed Removed 669 North G Street Jun-95 CCN_ 2 1 1 2159 McKinley Street Jul-94 IVDA 8 _ 4 2 2 2029 Newcombe Street Oct-96 IVDA._ 8 _ 4 4 2094 Newcombe Street Oct-96 IVDA_ 8 4 4 2104 Newcombe Street Oct-96 IVDA_ 8 _ 4 4 2105 Newcombe Street Oct-96 IVDA_ 8 _ 4 3 1 2122 Newcombe Street Oct-96 IVDA_ 8 4 4 2123 Newcombe Street Oct-96 VDA_ 8 _ 4 2 2 2140 Newcombe Street Oct-96 IVDA_ 2158 Newcombe Street Oct-'96 VDA_ _ 8 _ 4 4 2159 Newcombe Street Oct-96 VDA_ 8 4 3 1 2176 Newcombe Street Oct-96 VDP_ _8 2177 Newcombe Street Oct-96 VDA_ _ 8- 2004 Newcombe Street Nov-96 IVDA_ 8 2028 Newcombe Street Nov-96 IVDA_ 8 2050 Newcombe Street Nov-96 IVDA_ 8 4 4 2122 Arden Avenue Nov 96 IVDA_ 8 4 4 2122 McKinley Street Nov 96 IVDA_ 8 2028 Dumbarton Street May-97 IVDA_ _ 8 _4 4 2094 Dumbarton.Street May-97 IVDA _8 _ 4 3 1 2095 Dumbarton Street Jul-97 IVDA_ 8 _ _ 4 4 2004 Dumbarton Street Sep-97 IVDA_ 8 4 4 2050 Dumbarton Street Sep-97 IVDA_ _ 8 _ 4 d 2072 Dumbarton Street Sep-97 VDA_ 8 4 4 2104 Dumbarton Street Sep-97 IVDA_ 8 2105 Sunrise Lane Jun-98 IVDA 8 _ 4 3 1 TOTALS 202 _ 101 93 8 0 IVDA 200 _ 100 92 8 ' 0 RDA:Project Areas 2' 1 1 0 0 All units where bedroom counts were not available,the urit is assumed to have two bedrooms. ROSENOW SPEVACEK:GROUP. INC. PAGE 41 APPENDIX C-Continued DETAILED LISTING OF - • - • APPENDIX C CONTINUED DWELLING UNITS DESTROYED OR REMOVED DIRECTLY OR INDIRECTLY BY THE AGENCY FROM 1999 THROUGH 6-30-2004 Date of Prolect- Bedrooms Units Very Moderate. Address Destroyed/ Destroyed! Low Units Demolition Area Low Units .Units Removed Removed 115 N Sierra Way May-03 CC 2 1 1 736-38 North Berkeley Street Nov-00 CCN 4 2 1 688-698 West 6th Street Apr-04 CCN 6 6 6 2029 McKinley Street Apr-99 IVDA 8 4 4 2029 Dumbarton Street Jul-99 IVDA 8 4 3 1 2050 McKinley Street Jul-99 IVDA 8 4 4 2072 McKinley Street Jul-99 IVDA 8 4 4 2073 Dumbarton Street Jul-99 IVDA 8 4 3 2095 McKinley Street Ju1-99 IVDA 8 4 4 2140 McKinley Street Jul-99 IVDA 8 �t 4 2141 Newcombe Street Jul-99 IVDA 8 4 4 2158 Dumbarton Street Jul-99 IVDA 8 4 3 2177 McKinley Street Jul-99 IVDA 8 4 4 2241 20th Street Jul-99 IVDA 8 4 4 2251 20th Street Jul X39 IVDA 8 4 4 2271 20th Street Jul-99 IVDA 8 .1 9 2321 20th Street Jul-99 VDA 8 4 4 2331 20th Street Jul-99 IVDA 8 4 4 2371 20th Street Jul-99 IVDA 8 4 4 2051 Dumbarton Street May-00 IVDA 8 4 4 2291 20th Street May-00 IVDA 8 4 4 2391 20th Street May-00 VDA 8 4 4 263 East 49th Street Nov-00 IVDA 2 1 1 271 East 49th Street 41-4 Nov-00 IVDA 1 4 2 1 1 275 East 49th Street Nov-00 IVDA 2 1 1 283 49th Street 91-4 Nov-00 IVDA 8 4 1 3 646 West 14th Street Nov-00 IVDA 2 1 1 676 West 10th Street Nov-00 IVDA 2 1 1 756 West 8th Street Nov-00 IVDA 2 1 1 8140 N Tippecanoe Avenue Nov-00 IVDA 2 1 1 815 West Orange Street Nov-00 IVDA 2 1 1 937-39 F Street Nov-00 IVDA 4 2 2 938 North G Street Nov-00 IVDA 6 3 3 2297 West Mill Street Feb-02 IVDA 2 1 969 E Laurelwood Drive Sep-02 IVDA 8 4 995 E Laurelwood Drive Sep-02 VDA 8 4 4 953 E Laurelwood Drive Sep-02 IVDA 2 1 1 957 E Laurelwood Drive Sep-02 IVDA -1 2 1 ROSENOW SPEVACEK GROUP, INC. PAGE 42 APPENDIX C-Continued DETAILED LISTING OF - • - • APPENDIX C CONTINUED DWELLING UNITS DESTROYED OR [REMOVED DIRECTLY OR INDIRECTLY BY THE AGENCY FROM 1999 THROUGH 6-30-2004 Bedrooms Units Date of Project` Very Moderate ' Address Destroyed/ Destroyed! Low Units Demolition Area Low Units Units Removed Removed 983 E Laurelwood Drive Sep-02 IVDA_ 8 _ 4 2 1 1 1223 W Rialto Avenue Oct-02 IVDA 2_ 1 1 123 E 2nd Street Oct-02 11 IVDA_ 2 123 N Sierra Way Oct-02 IVDA 2 1 1 125 N Sierra Way Oct-02 IVDA_ 2 1219 W Rialto Avenue Oct-02 IVDA_ 2 1 1 2094 N. McKinley Street Jan-03 IVDA_ 8 4 2 1 1 2104 N. McKinley Street Jan-03 VDA 8_ -_ 4 1 1 1 2 2141 N. Dumbarton Ave Jan-03 IVDA_ 8 _ 4 3 115 E 2nd Street Feb-03 VDA 2 1 145 N Sierra Way Feb-03 VDA_ 3 1 1 150 E Rialto Ave Mar-03 IVDA_ 2 1 1 156 E Rialto Ave Mar-03 VDA_ 2 1 1 116 E Rialto Ave May 03 VDA_ 2 _ 1 1 120 E Rialto Ave May-03 IVDA_ 2 _ 1 35 E 2nd Street May-03 IVDA 2 _ 1 137 E 2nd Street Ma -03 VDA_ 2 1 1 1004 E Laurelwood Se -03 IVDA_ _ 3 2 _ 1 1005 E Laurelwood Drive Sep-03 VDA_ 2 1 1 1005 E Rosewood Drive Sep-03 VDA 2 1014 E Laurelwood Drive Sep-03 IVDA 4 1014 E Rosewood Drive Sep-03 IVDA 2 _ 1 1015E Laurelwood Drive Sep 03 VDA 1015 E Rosewood Drive Sep-03 IVDA_ 3 1016 E Rosewood Drive Sep 03 IVDA_ 8 ___4 2 2 1026 E Laurelwood Drive Sep 03 IVDA 4 _ 4 3 1 1026 E Rosewood Drive Sep 03 IVDA 2 _ 1 1 _ 1027 E Laurelwood Drive Sep 03 IVDA_ 4 _ 2 1 _ 1027 E Rosewooc Drive Sep-03 IVDA 1028 E Rosewooc Drive Sep-03 IVDA_ 1036 E Laurelwood Drive Sep-03 IVDA_ 1036 E Rosewood Drive Sep-03 VDA_ 1037 E Laurelwood Drive Sep-03 IVDA_ 1037 E Rosewood Drh✓e Sep-03 VDA 2 1048 E Laurelwood Dove Sep-03 IVDA 1048 E Rosewood Drive Sep-03 IVDA 1049 E Laurelwood Drive Sep-03 IVDA ROSENOW SPEVACEK GROUP, INC. PAGE 43 APPENDIX C-Continued DETAILED LISTING OF - • • APPENDIX C CONTINUED DWELLING UNITS DESTROYED OR REMOVED DIRECTLY OR INDIRECTLY BY THE AGENCY FROM 1999 THROUGH 6-30-2004 Bedrooms Units Address Demolition Date t Project Destroyed/ Destroyed/ Very Low Units Moderate on Area � Low Units Units Removed Removed 105 N Sierra Way Sep-03 IVDA 2 1 1 1060 E Laurelwood Drive Sep-03 IVDA 3 1 1 1060 E Rosewood Drive Sep-03 IVDA 2 1 1 1061 E Laurelwood Drive Sep-03 IVDA 2 1 1 1072 E Laurelwood Drive Sep-03 IVDA 3 1 1 1072 E Rosewood Drive Sep-03 I IVDA 2 1 1 1073 E Laurelwood Drive Sep-03 IVDA 4 2 1 1082 E Laurelwood Drive Sep-03 IVDA 2 1 1082 E Rosewood Drive Sep-03 IVDA 2 1 1 1083 E Laurelwood Drive Sep-03 IVDA 2 1 1 1094 E Laurelwood Drive Sep-03 IVDA 2 1 1 1094 E Rosewood Drive Sep-03 IVDA 2 1 1 1095 E Laurelwood Drive Sep-03 IVDA 2 1 1874 Tippecanoe Avenue Sep-03 IVDA 2 1 1 1882 S Tippecanoe Avenue Sep-03 IVDA 2 1 1 904 E Laurelwood Sep-03 IVDA 2 1 1 905 E Laurelwood Sep-03 IVDA 1 3 1 1 1 905 E Rosewood Drive Sep-03 IVDA 2 1 1 914 E Laurelwood Drive Sep-03 IVDA 8 4 2 1 1 916 E Laurelwood Sep-03 IVDA 4 3 3 916 E Rosewood Drive Sep-03 IVDA 2 1 1 917 E Laurelwood Sep-03 I IVDA 4 4 3 1 918 E Rosewood Drive Sep-03 IVDA 2 1 920 E Rosewood Drive Sep-03 IVDA 2 1 1 928 E Rosewood Drive Sep-03 IVDA 2 1 930 E Laurelwood Sep-03 IVDA 2 1 942 E Laurelwood Sep-03 IVDA 7 2 2 942 E Rosewood Drive Sep-03 IVDA 2 1 1 943 E Laurelwood Drive Sep-03 IVDA 2 1 1 949 Laurelwood Drive Sep-03 IVDA 2 1 1 956 E Laurelwood Sep-03 IVDA 9 3 2 1 956 E Rosewood Drive Sep-03 IVDA 2 1 1 957 E Rosewood Drive Sep-03 IVDA 2 1 1 968 E Rosewood Drive Sep-03 IVDA 2 1 1 968 Laurelwood Drive Sep-03 IVDA 2 1 1 969 E Rosewood Drive Sep-03 IVDA 2 1 1 980 E Rosewood Drive Sep-03 IVDA 2 1 ROSENOW SPEVACEK GROUP, INC. PAGE 44 APPENDIX C-Continued • - • �LREMOVED APPENDIX C CONTINUED DWELLING UNITS DESTROYED OR REMOVED DIRECTLY OR INDIRECTLY BY THE AGENCY FROM 1999 THROUGH 6-30-2004 Date of Project: Bedrooms Units Very Moderate Address Destroyed/ Destroyed/ Low Units Demolition Area Low Units Units Removed Removed 982 E Laurelwood Sep-03 IVDA_ 2 1 1 982 E Rosewood Drive Sep-03 IVDA 2 1 1 983 E Rosewood Drive Sep-03 VDA,_ 2 _ 1 1 994 E Laurelwood Sep-03 IVDA 4 4 3 1 994 Rosewood Street Sep-03 IVDA 4 _ 2 1 1 995 E Rosewood Drive Sep-03 IVDA_ 2 1 1 996 E Rosewood Drive Sep-03 IVDA_ 2 _ 1 1 2083 20th Street Jan-04 IVDA_ 8 4 4 168 N Allen Street Apr-04 VDA_ _ 2 _ 1 174 N Allen Street Apr-04 IVDA _ 2 1 1 186 E King Street Apr-04 IVDA 2 _ 1 1 192 King Street Dec-04 IVDA,_ 1 1 199 E King Street Dec-04 IVDA_ 2 _ 1 1 140 N Allen Street Jan-05 IVDA_ 3 _ 1 1 188 Allen Street Jun-05 IVDA_ _ 1 _ 1 1 168 Allen Street Apr-04 VDA 2 1 1 189 Allen Street IVDA__ 2 _ 1 1937 S Orchard Drive Sep-02 1-C_ 6 3 1 2 232 N K Street Apr-04 UPT 2 _ 1 1 240 N K Street Apr-04 UPT 2 1 1 246 N K Street Apr-04 UPT 2 1 1 TOTALS 499 256 163 70 23 IVDA 475 _ 241 152 67 22 RDA Project Areas 24 15 11 3 1 All units where bedroom counts were not available,the unit is assumed to have two bedrooms. ROSENOW SPEVACEK GROUP, INC. PAGE 45 APPENDIX D DETAILED LISTING OF • APPENDIX D INVENTORY OF REPLACEMENT HOUSING UNITS Address Project #of Units Total#of Very-Low Moderate Low Units Area Appli ed Bedrooms Units Units Total of Demolished Housing Units Prior to 1999 101 202 93 8 0 Replacement Units(under 75%rule) 2355 N Osbun Rd.-Highland Lutheran-Eden Ctr IVDA 50 50 25 25 244 East 52nd Street No 1 2 1 290 East 36th Street No 1 2 1 294 West 55th Street No 1 4 1 360 West 48th Street No 1 4 1 363 East 29th Street No 1 2 1 388 South Prospect Avenue No 1 3 1 1389 Alto Court No 1 4 1 394 Prospect No 1 3 1 424 Burney Street No 1 3 1 536 South Dallas Avenue No 1 4 1 537 South Dallas Avenue No 1 3 1 582 San Carlo Avenue No 1 3 1 583 South Dallas Avenue No 1 4 1 595 South Dallas No 1 4 1 597 North Macy Street No 1 1 655 North Dallas Avenue No 1 3 1 717 La Porte Avenue No 1 3 1 724 West 26th Street No 1 3 1 727 Ramona Avenue No 1 2 1 754 West Northpark Blvd No 1 3 1 795 North Pepper Avenue No 1 4 1 872 West 31st Street No 1 3 1 895 West Northpark Blvd No 4 1 955 West 41st St No 1 3 1 1005 West Sunbrook Drive No 1 4 1 1005 West Suncrest Circle No 1 4 1 1022 West Sunbrook No 1 4 1 1042 West Suncrest Drive No 1 3 1 1119 Montrose Ave No 1 3 1 1154 West 15th Street No 1 2 1 1165 Mesa Verde Avenue No 1 3 1 1195 East 33rd Street No 1 3 1 1197 East Mesa Verde Ave No 1 2 1 1220 West 14th Street No 1 3 1 1245 Lynwood Drive No 1 2 1 1246 West Edgemont Drive No 1 2 1 1250 West Marshall Blvd No 1 2 1 1265 West 27th Street No 1 3 1 1284 Edgemont Drive No 1 3 1 1288 Blackstone Avenue No 1 2 1 1423 Colorado Avenue No 1 3 1 1447 West Temple Street No 1 4 1 1488 West 9th Street No 1 4 1 ROSENOW SPEVACEK GROUP, INC. PAGE 46 APPENDIX / -Continued DETAILED LISTING OF HOUSING APPENDIX D - Continued INVENTORY OF REPLACEMENT HOUSING UNITS Address Project #of Units total#of Very-Low Low Units Moderate Area Applied Eledrooms Units Units 1488 West Temple No 1 4 1 1506 Union Street No 1 3 1 1519 West 8th Street-Ramona Senior Complex No 44 44 22 22 1594 North California Avenue No 1 3 1 1649 Davidson Street No 1 4 1 1763 North Pico Avenue No 1 3 1 2037 Lincoln Drive No 1 2 1 2267 Greenwood Street No 1 3 1 2346 Elodam Court No 1 3 1 2349 Atchison Street No 1 :3 1 2354 College Avenue No 1 4 1 2419 Deanna Drive No 1 3 1 2436 North G Street No 1 2 1 2524 North E Street No 2555 North Berkeley Avenue No 1 2 1 2556 Union Street No 1 3 1 2562 North I Street No 1 3 1 2611 North F Street No 1 3 1 2665 White Pine Avenue No 1 4 1 2674 White Pine Avenue No 1 3 1 2722 White Pine No 1 4 1 2744 N Duffy Street No 1 4 1 2746 North Duffy Street No 1 4 1 2748 West 7th Street No 1 4 1 2761 Genevieve No 1 3 1 2765 North Arrowhead No 1 3 1 2772 Cincinnati Street No 1 3 1 2808 North D Street No 1 2 1 2814 East Cincinnati Street No 1 3 1 2815 Gardena Street No 1 4 1 2832 North Lincoln Drive No 1 2 1 2845 Sepulveda Avenue No 1 1 2895 North Lugo Avenue No 1 1 2895 West Etiwanda Avenue No 1 4 1 2909 Parkside Place No 1 3 1 2976 Pinon Court No 1 3 1 3072 Davidson No 1 3 1 3076 Sierra Way No 1 3 1 3087 North G Street No 1 1 3119 Genevieve Street No 1 1 3119 Casa Loma Drive No 1 1 3128 Casa Loma Drive No 1 3 1 3138 Rockford Avenue No 1 1 3164 North F Street No 1 1 1 ROSENOW SPEVACEK GROUP, INC. i PAGE 47 APPENDIX D-Continued DETAILED LISTING OF • APPENDIX D - Continued INVENTORY OF REPLACEMENT HOUSING UNITS Address Project #of Units Total#of Very-Low` Low Units Moderate Area Applied Bedrooms Units Units 3172 Mary Ann Lane No 1 3 1 3174 Mansfield Avenue No 1 2 1 3275 North F Street No 1 2 1 3299 Conejo Drive No 1 2 1 3389 North Mayfield Avenue No 1 2 1 3405 Fairfax Drive No 1 4 1 3456 North Sierra Way No 1 3 1 3479 Acacia Avenue No 1 3 1 3588 Sepulveda Avenue No 1 3 1 3655 Mayfield Avenue No 1 3 1 3670 Camellia Drive No 1 2 1 3938 Conejo Drive No 1 3 1 3979 Ferndale Avenue No 1 3 1 4253 North Mountain View Ave No 1 3 1 4579 North Pershing No 1 3 1 4609 Sepulveda Avenue No 1 2 1 4724 North Pershing Avenue No 1 2 1 4945 North E Street No 1 3 1 4946 North Stoddard Road No 1 4 1 4994 North Mayfield Avenue No 1 4 1 5005 North D Street No 1 4 1 5215 Genevieve No 1 2 1 52.16 Revere Avenue No 1 4 1 5227 N Sierra Mesa Road No 1 3 1 5294 North H Street No 1 4 1 5394 North Lantern Crest Dr No 1 4 1 5473 North Aster Street No 1 3 1 5473 Jesse Drive No 1 3 1 5534 Mayfield Avenue No 1 4 1 5537 North Ladera Road No 1 4 1 5547 North Ladera Court No 1 4 1 5557 North Ladera Rd No 1 3 1 5605 Surrey Lane No 1 4 1 5825 Scoth Pine Way No 1 4 1 5829 Merito Ave No 1 3 1 5964 North Walnut Avenue No 1 3 1 6254 North Indigo Place No 1 3 1 6424 Churchill Street No 1 3 1 6947 Elmwood Road No 1 2 1 7675 Guthrie No 1 3 1 Replacement`Housing Need Met 220 473 89 73 58 IVDA 50 50 25 25 0 RDA Project Areas 170 423 64 48 58 ROSENOW SPEVACEK GROUP, INC. PAGE 48 APPENDIX D-Continued DETAILED LISTING OF C HOUSING APPENDIX D - Continued INVENTORY OF REPLACEMENT HOUSING UNITS Address Project #of Units Total#of Very Low- Moderate- Area Applied Bedrooms Units Low-Units Units Total of Demolished Housing Units From 1999 through June 30,2004 256 499 163 70 23 Replacement Units(at 100%of same income type or lower) 721 East 21st Street CC 1 3 1 123 2nd Street IVDA 1 3 1 132 E King St VDA 1 3 1 155 2nd St VDA 1 3 1 185 2nd St VDA 1 3 1 150 E King St VDA 1 3 1 120 E. Rialto Ave VDA 1 1 162 West Wabash VDA 5 6 4 1 168 Allen St 'VDA 1 3 1 174 Allen St VDA 1 3 1 186 E King St VDA 1 1 188 Allen St VDA 1 3 1 192 E King St VDA 1 3 1 197 East 27th Street VDA 1 2 1 199 E King St :VDA 1 1 202 Temple Street VDA 1 1 230-34 E. 14th St(CCLM; VDA 1 2 1 248-252 West Wabash VDA 1 1 267 East Olive Street VDA 1 2 1 355 West 23rd Street VDA 1 6 1 361 West 16th Street VDA 1 1 395 West Wabash Ave(CCLM) 'VDA 1 2 1 415 West 23rd Street VDA 1 1 448 West 23rd Street VDA 1 1 571 Magnolia VDA 1 4 1 636 East Evans Street VDA 1 3 1 646 West 14th St(CCLM) VDA 1 4 1 668 West 14th St(CCLM) VDA 1 2 1 831 South K Street VDA 1 2 1 951 N Crescent VDA 6 12 6 1075 West 9th Street IVDA 1 3 1 1090 West 15th St(CCLM) IVDA 1 2 1 1149 Rialto Avenue VDA 1 2 1 1153 Congress IVDA 1 4 1 1159 West Rialto Avenue IVDA 1 3 1 1229 Rialto Avenue IVDA 1 3 1 1291 Lugo Avenue IVDA 1 2 1 1292 Genevieve St(CCLM) IVDA 1 2 1 1331 North Mt_View IVDA 3 3 3 1359-61 West Oak Street IVDA 2 4 1 1 1364 West 9th Street IVDA 1 4 1 1365 West 9th Street IVDA 1 2 1 1375 Crescent Avenue IVDA 1 3 1 1441-1449 Mt View VDA 2 4 2 ROSENOW SPEVACEK GROUP, INC. PAGE 49 APPENDIX D-Continued DETAILED LISTING OF • APPENDIX D - Continued INVENTORY OF REPLACEMENT HOUSING UNITS Project #of Units Total#of Very-Low Low Units Moderate Address Area Applied Bedrooms Units Units 1495 N Mountain View(NHS) IVDA 4 4 2 2 _ 1501-1503 Pershing IVDA 2 4 2 1556 Mt.View IVDA 1 3 1 1650 Sierra Way IVDA 1 3 1 1662 Sierra Way IVDA 1 3 1 1763 Conejo Drive IVDA 1 2 1 2369 Leroy Street IVDA 1 3 1 2696 Genevieve Street IVDA 1 3 1 1139 Perris St(CCLM) MTV 1 6 1 222 South Rancho Glen Aire No 131 262 131 2565 Foothill Sequoia No 240 480 240 135 South San Anselmo No 1 3 1 135-292-01 E King St No 1 3 1 168 Whipple Mountain Road No 1 2 1 202-208 43rd Street No 2 4 1 1 207 East 28th Street No 1 2 1 230 West 30th Street No 1 2 1 235 Sidewinder Mtn Rd No 1 3 1 235 East 48th Street No 1 3 1 236 East 44th Street No 1 2 1 241 Larkspur Drive No 1 2 1 243 East 43rd Street No 1 2 1 244 East 45th Street No 1 3 1 245 Iris Street No 1 3 1 249 Larkspur Drive No 1 2 1 252 48th Street No 1 4 1 255 East 36th Street No 1 3 1 256 Ardmore Street No 1 2 1 264 East 44th Street No 1 2 1 272 Larkspur Drive No 1 3 1 279 East 48th Street No 1 3 1 281 West 27th Street No 1 3 1 284 East 44th Street No 1 3 1 291 East 42nd Street No 1 3 1 291 East 44st Street No 1 3 1 298 West 39th Street No 1 2 1 306 West 48th Street No 1 4 1 323 West 49th Street No 1 4 1 323 Country Club Lane No 1 2 1 340 West 35th Street No 1 2 1 357 Terrace Road No 1 4 1 393 East 28th Street. No 1 2 1 444 South Rancho Avenue No 1 4 1 444 South State Street No 1 4 1 515 Country Club Lane No 1 2 1 563 West 25th Street No 1 4 1 572 West 25th Street No 1 2 1 587 South Lassen Avenue No 1 3 1 603 North Meridian No 1 3 1 603 North Dallas Avenue No 1 3 1 ROSENOW SPEVACEK GROUP, INC. PAGE 50 APPENDIX D-Continued DETAILED LISTING OF • APPENDIX D - Continued INVENTORY OF REPLACEMENT HOUSING UNITS Project #of Units Total#of Very-Low Low Units Moderate Address Area Applied Bedrooms Units ' _Units 624 West 28th Street No 1 3 1 646 West 36th Street No 1 2 1 720 North Medical Center Dr. No 1 3 1 734 North Dallas Averue No I 3 1 764 West 20th Street No 1 2 1 764 North Macy Street No 1 4 1 772 West 21st Street No 1 2 1 808 West 26th Street No 1 3 1 816 West 21st Street No 1 2 1 818 West 26th Street No 1 2 1 830 North San Carlo No 1 3 1 839 West 30th Street No 1 2 1 848 West 31st Street No 1 2 1 864 West 18th Street No 1 2 1 872 West 29th Street No 1 3 1 907 West 26th Street No 1 2 1 908 West 25th Street No 1 2 1 919 West 28th Street No 1 2 1 934 West Mirada Rd No 1 2 1 955 Pico Avenue No 1 2 1 971 West 27th Street No 1 2 1 1023 Sunbrook No 1 4 1 1033 West 25th Street No 1 2 1 1035 Western Avenue No 1 3 1 1043 West 24th Street No 1 2 1 1053 Medical Center Drive No 1 2 1 1059 56th Street No 1 4 1 1112 West 15th Street No 1 2 1 1118 West 16th Street No 1 2 1 1153 West 15th Street No 1 3 1 1159 West 16th Street No 1 2 1 1197 Cummings Way No 1 2 1 1221 Lomita Road No 2 1 1265 Oakwood Drive No 1 2 1 1266 West 24th St, No 3 1 1270 West 24th Street No 1 3 1 1275 East 34th Street No 1 3 1 1279 Lomita Road No 3 1 1282 West 24th Street No 1 3 1 1287 Colima Road No 1 2 1 1297 West 24th Street No 1 3 1 1344 North Maple Street No 1 3 1 1349 Reece Street No 1 2 1 1349 West 15th Street No 1 3 1 1361 Arizona Avenue No 3 1 1363 West 13th Street No 2 1 1364 East 35th Street No 3 1 1415 West 10th Street No 2 1 1442 West Evans Street No 3 1 1463 West 10th Street No 3 1 ROSENOW SPEVACEK GROUP, INC. PAGE 51 APPENDIX D-Continued DETAILED LISTING OF HOUSING APPENDIX D - Continued INVENTORY OF REPLACEMENT HOUSING UNITS Address Project #of Units Total#of Very-Low Low Units Moderate ' Area Applied Bedrooms Units Units 1479 West 10th Street No 1 3 1 1480 East Marshall.Unit#13 No 1 3 1 1487 West 15th Street No 1 3 1 1488 West 10th Street No 1 3 1 1531 West Evans Street No 1 4 1 1545 East Alto Drive No 1 4 1 1557 North 21st Street No 1 2 1 1570 West 21st Street No 1 3 1 1612 Colima Road No 1 4 1 1650 Porter Street No 1 3 1 1690 West 19th Street No 1 3 1 1708 West Porter Street No 1 3 1 1711 West 7th Street No 1 3 1 1743 Herrington Ave No 1 3 1 1768 West 27th Street No 1 3 1 1791 Mallory Street No 1 4 1 1817 Porter Street No 1 3 1 1820 North Pico Street No 1 2 1 1837 West Virginia No 1 4 1 1850 Belmont Court No 1 3 1 1879 Herrington Avenue No 1 4 1 1889 North Pico Avenue No 1 1 1 1905 West Poplar Street No 1 3 1911 Deer Creek Drive No 1 3 1 1955 Clark Mountain Road No 1 3 1 1957 West 14th Street No 1 3 1 2026 North Medical Center Dr No 1 3 1 2045 Universal Avenue No 1 3 1 2049 West 15th Street No 1 3 1 2054 Teak Court No 1 2 1 2131 West Chestnut Street No 1 3 2160 W Rialto-Orangewood No 61 61 61 2170 Hanford Street No 1 3 1 2180 Grand Avenue No 1 3 1 2195 Hanford No 1 3 1 2204 West Mill Street No 1 4 1 2214 Chatka Lane No 1 3 1 2227 West Oregon Street No 1 3 1 2257 West 3rd Street No 1 3 1 2270 Muscupiabe Drive No 1 2 1 2277 Adams Street No 1 3 1 2321 Spruce Street No 1 3 1 2330 Serrano Road No 1 3 1 2341 Walnut Street No 1 3 1 2364 San Anselmo No 1 3 1 2365 Oregon Street No 1 2 1 2383 Duffy Street No 1 5 1 2398 Victoria Street No 1 3 1 2405 San Carlo No 1 3 1 ROSENOW SPEVACEK GROUP, INC. PAGE 52 APPENDIX D-Continued DETAILED LISTING OF HOUSING APPENDIX D - Continued INVENTORY OF REPLACEMENT HOUSING UNITS Address Project #of Units .T Low Units otal#of Very-Low Moderate Area Applied Bedrooms Units Units - 2406 West 6th Street No 1 3 1 2423 West 6th Street No 1 3 1 2426 San Anselmo Avenue No 1 3 1 2438 Victoria Avenue No 1 4 1 2454 Victoria Avenue No 1 - 1 2460 Muscupiabe Drive No 1 - 1 2462 Victoria Street No 1 5 1 2473 Duffy Street No 1 4 1 2476 San Benito Avenue No 1 3 1 2494 San Benito Avenue No 1 3 1 2504 North Duffy Street No 1 4 1 2534 Saint Elmo Drive No 1 - 1 2535 West 6th Street No 1 3 1 2542 West Union Street No 1 1 2543 Flores Street No 1 3 2544 Poplar Street No 1 :; 1 2558 Duffy Street No 1 4 1 2564 Spruce Street No 1 4 1 2574 North I Street No 1 3 1 2576 North Pennsylvania No 1 3 1 2602 Pennsylvania No 1 3 1 2618 Etiwanda Avenue No 1 3 1 2635 Cardamon Street No 1 4 1 2639 San Anselmo No 1 4 1 2645 West 7th Street No 1 1 2645 Pleasant Way No 1 - 1 2648 Etiwanda Avenue No 1 4 1 2656 Torrey Pine Road No 1 4 1 2669(White)Torrey Pine No 1 4 1 2674 Shadow Hills No 1 1 1 2675 Shadow Hills Dr.#69 No 1 1 1 2686 W Mill St-Rancho Meridian No 142 142 67 39 36 2704 Serrano Road No 1 3 1 2705 San Anselmo No 1 4 1 2706 North Stoddard No 1 3 1 2715 Sunflower Avenue No 1 3 1 2716 West 5th Street No 1 1 2717 West 6th Street No 1 4 1 2718 Lincoln Drive No 1 21 1 2740 Lincoln Drive No 1 3 1 2745 North I Street No 1 2 1 2748 North D Street No 1 1 2748 North H Street No 1 3 1 2756 North Berkeley Avenue No 1 2 1 2760 West 5th Street No 1 3 1 2768 Victoria Street No 1 3 1 2769 Davidson No 1 1 2776 Genevieve Street No 1 s 1 2777 Ladera Avenue No 1 3 1 2783 North Arrowhead No 1 2 1 2787 Serrano Road No 1 1 2797 North "H"Street No 1 ROSENOW SPEVACEK GROUP, INC. PAGE 53 APPENDIX D-Continued DETAILED LISTING OF HOUSING APPENDIX D - Continued INVENTORY OF REPLACEMENT HOUSING UNITS Address Project- #of Units Total#of Very-Low Low Units Moderates . Area Applied Bedrooms Units Units 2798 North Lincoln Drive No 1 2 1 2805 Glenview Avenue No 1 4 1 2807 North"G"Street No 1 2 1 2808 Patterson Way No 1 3 1 2809 North Davidson No 1 2 1 2811 North Mountain View No 1 3 1 2823 North G Street No 1 2 1 2836 West 7th Street No 1 4 1 2839 North Acacia Avenue No 1 3 1 2844 Belmont Avenue No 1 2 1 2863 Etiwanda No 1 4 1 2865 Acacia Avenue No 1 3 1 2865 Colima Road No 1 4 1 2875 Acacia Avenue No 1 3 1 2879 North Pershing Avenue No 1 2 1 2888 North Lugo Avenue No 1 2 1 2901 Garner Avenue No 1 2 1 2908 North D Street No 1 4 1 2908 North H Street No 1 2 1 2923 East Gardena Street No 1 2 1 2925 North Pershing No 1 3 1 2925 Lugo Avenue No 1 2 1 2931 North Mt-View Avenue No 1 3 1 2931 Havasu Court No 1 4 1 2936 North F Street No I 3 1 2939 North Sierra Way No 1 3 1 2939 Sepulveda Avenue No 1 2 1 2943 North I Street No 1 2 1 2946 Lincoln Drive No 1 3 1 2947 Genevieve Street No 1 2 1 2976 G Street No 1 2 1 3015 North Sierra Way No 1 2 1 3016 North Mountain View No 1 2 1 3028 North Pico Avenue No 1 3 1 3047 Davidson No 1 2 1 3057 North Pico Avenue No 1 3 1 3079 North California No 1 2 1 3085 Oregon Street No 1 3 1 3094 Santollnas Street No 1 3 1 3096 Stoddard Street No 1 2 1 3135 Hidalgo Drive No 1 3 1 3151 North Mountain View No 1 2 1 3160 Sanchez Street No 1 3 1 3164 North Pershing Avenue No 1 3 1 3327 Belle Street No 1 2 1 3364 North Pershing No 1 3 1 ROSENOW SPEVACEK GROUP, INC. PAGE 54 APPENDIX D-Continued DETAILED LISTING OF r HOUSING APPENDIX D - Continued INVENTORY OF REPLACEMENT HOUSING UNITS Address Project #of Units Total Low Units #of Very-Low Moderate Area Applied Bedrooms Units Units 3418 North"E Street No 1 2 1 3423 Wall Avenue No 1 3 1 3472 Mountain Avenue No 1 3 1 3535 North Arrowhead Ave No 1 3 1 3539 Golden Avenue No 1 2 1 3548 North"D"Street No 1 l_ 1 3567 Genevieve Street No 1 3 1 3639 North Sierra Way No 1 3 1 3649 North Belle Street No 1 2 1 3782 Modesto Drive No 1 3 1 3795 Camellia Drive No 1 '? 1 3899 North Sierra Way No 1 3 1 3961 San Benito Street No 1 3 1 4116 North Mountain Dr (County) No 1 2 1 4276 Cristy Avenue No 1 2 1 4294 Don Pablo Court No 1 3 1 4410 North Sepulveda Avenue No 1 3 1 4482 Acapulco Street No 1 4 1 4531 Sepulveda Avenue No 1 2 1 4656 North D Street No 1 3 1 4718 North D Street No 1 4 1 4830 North Christy Avenue No 1 3 1 5050 North D Street No 1 3 1 5536 North Ladera Road No 1 4 1 5648 Surrey Lane No 1 3 1 5858 North Jesse Drive No 1 3 1 562 West Union Street UPT 1 3 1 Replacement Housing Need Met 906 1854 665 121 120 tVDA 68 164 41 22 5 RDA Project Areas 838 1690 624 99 115 IREPLA (DEFICIT)OR CREDIT 769 1626 498 116 155 ROSENOW SPEVACEK GROUP, INC. PAGE 55 2004/05-2008/09 FIVE-YEAR IMPLEMENTATION PLAN (December 2004 through December 2009) Prepared By The Redevelopment Agency of the City of San Bernardino 201 North "E" Street, Suite 301 San Bernardino, CA 92401 (909) 663-1044 www.sanbernardino-eda.org December 10, 2004 Redevelopment.-tgency of the City nfSan Bernardino Pive-3'ear Implon en tit tion Plan—December 2004-2009 TYMLE OF CONTENTS SECTION PAGE A. Introduction and Purpose of the live-Year Implementation Plan ........................... l 13. Redevelopment Agency of le (it of San Rernanaino and Blighted Conditions .................. 1 C. Goal s'Objcctives or the Itedevelopntent Agency of the Cite or San Bernardino..........._......? D. Agency, live-Year lmplemenlation Plan for its Redevelopment Project Areas 4 Iedevelopment Project Area; ........... ................. ...... ............................... SECTION 1 —CENTRAL CITY PROJE:("1'S ProjectArea Map.................. ....... ........................ ............................... .................................— 10 Background ,adoption and Aram .1mcnts Tahle.... ......................................................._........... I I AUC"fable ......................_........_ ................... .... .................................................................... 1 1 GcncralDescription—............................................ .................... ............................................... 12 CurrentConditions ................................................ .. -................_............................................. 12 Projected Assessed Property Wlucs Tablc _.............................................................................. 17 Projected Net fax Inncrement f able............................................. .............................................. 13 Lxistin<g Obligations and New Projects T ahle............................................................................ 13 SE(°PION 2— CENTRAL CITY NO RT11 Project Area Map........................... Hackground Adoption and Atnendnients And We ................................................................. 15 AcreWe _................_........................................ ................................................................... 1 S Generallkscription................................................ ................................................................... I S CurrentC onditions..._.............................._....._..__...... ..........,................................................. 19 Projccted Assessed Property 1104 "1'ahle ......_._...................................................................... 19 Projccted Nc. fax Increment Fable.......................... ................_ .................................. ............ 19 I�:xistnn-, Obligations and INC" lookcts 1'ahle.... ..... ................. .................................._........... 20 SEC JON 3 —C1F:NTRAL CITY N I^:S'1' ProjectArea Map........................................................................................................................ 25 Background Adoption ant! AriendmeMs We....... -----.---..........—........................................— 26 Acrcfable .._................. ..... ..I...........I................. .................................................................. 26 GeneralDescription......... ..... ... —......................... ................................................... .. 26 ..........._ Current (Wiitions ................ ................................................................ ................................... 26 Projected Assessed Property Values"fable ............._............................. ................................... 27 Projected Net "fax Increment l'able........................................................ ................................... 27 I.xisting Obligations and Projects Me......__........._................... ................................... 27 SEC"PION 4—STATE C0 I,1hFGE ProjectArca y tap............................................... .... ................................................................... 30 Back(-,round ;Adoption and Amendments fable ..._ ._......_................................................_...... 31 .Acre"fable ............................................. ......... ........................................................................ 31 UencralDeswipt ion.................................................................................................................... 31 (111-1-cnt ('onditions ................................................ ........__................................ ...................... 31 Rederelopment.9 enc� of the Citr of'San Bernardino Fire-Year Implementation Plan—December 2004-2009 Projected ,assessed Property Values Table ................................................................................ 32 Projected Net 'k ix Increment 1 ablc....................-..................................................................... 32 Existing Ohligations and New Projects I Ihlc............................................................................ 33 SECTION -5-SOU'1'IIH;,kST INDUSTRIA1, PARK ProjectArea Map................................................................. ...................................................... 37 Background Adoption and Amenclnlcnts 'I ablo......................................................................... 3� AcreTahlc ........_.......................... ........................................................................................... 35 GeneralDescript ion.................................................................................................................... 38 CurrentConditions............................................................................................................_....... 38 Projected Assessed Property Values Table ................................................................................ 39 Projected Net 'kix Increment I ablc............................................................................................ 39 Existing O1ilig'Itions and New Projccts'I ahlc............................................................................ 40 SECTION 6-NORTHWEST ProjectArea Map........................................................................................................................ 42 Background Adoption and Alliclndntcnts I ahlc......................................................................... 43 Acrcl ahlc ................................................................................................................................ 43 (icllcral Description................................._.._... ......._............_.............................._................... 43 CurrentConditions ............................................._...................................................................... 44 Projected :Assessed Propert� Valucs fahlc .._.._...................................._...............__...._.......... 44 Projected Net Tax Increment fahlc............................................................................................ 44 Lxisting Obligaliom and Nc%v Proiccts I ahlc...._.............................................._...................... 43 SF 7110N 7-`IRI-CITY Project \rca Map..............-_............ ......................................................................................_.. 48 Background ,Adoption and ;Anlcndninus IbMc ......................................................................... 49 Acre]nblc ........_....................................._............................................................................... 49 GeneralUescription....................__...._.........-........._......................................................._........ 49 CurrentConditions ..................................................................................................................... 49 Projected Assessed Propert� Vducs 'fablc................................................................................ 50 Projected Net Tax Increment Iahlc............................................................................................ 50 Existing, Obli(-'ations and Nc\v Projccis l ablc............................................................................ 51 SECTION 8 -SOUI'll VAI.LE ProjectfArca Map........................................................................................................................ 54 B,ick,�round :Adoption and :AlnCndnlentS I ahlc..................._.............__... ................................ 5; ,Acre 1 e ........................................................................................................................_...... >i GeneralDescription.................................................................................................................... j> CurrentC OMH601N ..................................................................................................................... 55 Projected Assessed Property VALIes lFable .......-...................................................................... 56 Projected Net Tax hicrcmcnt 'l able......_.................................................................................... 36 1".Yistim-, Ohli<"ations alld Nc\v Projects -1 ablc............................................................................ 37 SECTION 9 UPTOWN Project Area Map................_. .... 59 Background Adopt% and Amendm ms 1ANc ........................._.............................................. 60 AcreFable ..................... .__.-..................... ............................................................................. 60 GeneralUcscription................... -__- .......... ............................................................................ W CurrentC onditions........................ ............................................................................................ 60 Projcctcd .Assessed PropertY Values IANC ......_........................................................................ 61 Redevclopment.lgencr of the(itp o4 San Bernardino Pive-Year Implementation Plan—December 3004-3009 Projected Net Tax Increnvient 'fahle.......... ...................................................._....................._.... 61 Existing OhliL�ations and Ncvti Proe hl .... 6j ? SECTION lU— NIT. VERNON CORRIDOR ProjectArca Map................__.............._............._._............._........_..... .................................... 6> 13ackground Adoption and Amendments I able...._................................................_................. 66 acre"1'able .......................... ........................... .... .................................................................... 66 GeneralUcscription.............. ........_...................... .................................................................... 66 CurrentC'011ditions ................................................ .................................................................... 66 Projected Assessed Property 'Values TZINe ......_........................................................................ 67 Projected Net 'lax Increment"Fahle............................. ............................................................... 67 Existing Obligations and Nev, Projects -I'able............................................................................ 68 1:. Conclusio11/lmplementation [Flan Adoption Process and Mid-Term Revic\� Process ............... 71 Kcdei�elopmc�N.1��enc_� of the Cite ofSan Bernardino hire-3'eur Implementation Plan- December 2004-2009 20004/05-2008/09 FIVE-YEAR IMPLEMENTATION PLAN A. Introduction and Purpose of the hive-Year Implementation Plan: The California CommuIlity Redevelopment Law (CRL) Reform Act of 199'), Section 33490 of` the Ilealth and Safety Code requires each redevelopment agency to adopt an Implementation Plan ("Implementation Plan') every tivc (5) years for each redevelopment project area plan adopted prior to December 31. 1993. In accordance with the CRL, the Implementation Plan must contain the 1o110wing: • An agency's goals and objectives for c�ich project area; • Specific agency programs. including potential projects, and expenditures proposed to he made during the next five years: • An explanation of how the goals and objectives_ programs_ and expenditures will eliminate blight in each project area and implement the requirements of Section 33333.10, if applicable. and Sections 33;34?. >;334.4, and >3413. the housing component of the Implementation Plan (`_llousing Plane). The Ilousin(' Plan shall be adopted every five years either in conjunction tivith file huusin�1) clement ut*the City or the Implementation Plan. An agency may adopt an Implementation Plan that includes nlorC than one project area. Adoption of an Implementation plan does not constitute approval of any specific project, program or expenditure from the agency or community. Lhe Implementation Plan does not constitute a project within the meaning ol'Section ?1000 of the PubIIC Resources Code. B. Redevelopment Agency of the Citv of San Bernardino and Blighted Conditions: The Redevelopment Agency of the City of San Bernardino ( `Agency ) is a public body, corporate and politic of the State of California. organized and existin(y pursuant to the CRL (Part I of Division 24) commencing witli Section 3 3000 of the Health and Safety Code of the State of California whose fundamental purpose is the elimination of blighted conditions. The CRL specifically defines Blighted Conditions as follows: • Unsafe,,' Dilapidated Deteriorated Buildin"s • Phvsical Conditions that Limit the Economic Viability and Use of Lots, Buildings • Incompatible Uses Redevelopment -11-encr of the Cite,of San Bernardino Five-Isar Implementation Plan-Dcccmher 2004-2009 . 1 • Property Lets of' Irregular Shape, Iradaluate Slze, and hider Multiple Ownership • Inadequate Public Infrastructure/ Facilities • Depreciated' Stagnant Property Values: Impaired Investments • High Business Turnovers and Vacancies/ Low Lease Rates; Abandoned Buildings and Vacant Lots. • Lack of'Neighborlio od Commercial Facilities • Residential OvercrowdingiE:xccss of<S.dult Businesses • Illoh Crime Rates C. Goals/Objectives of the Redevelopment A(,,cncy of the City of San Bernardino: The Agency is responsible for the creation of, redcvclopnrent project areas and redevelopment plans to serve as an eftective tool to revitalize areas I-lagucd by the adverse blighted conditions noted above, includim, physical acrd economic condiiions that act as barriers to new private and PUNIC investment. The t011owimu are goals and objectives ofthc A(Icncv: • Eliminate Kil(diting influcnCes including deteriorating buildings. uneconomic land uses, obsolete structures. and other environmental, economic and social deficiencies: • Improve the appearance of existing buildings, streets, parking areas and other- facilities: • To facilitate land assembly to prevent piecemeal development that would leave economic potential undcrachicvcd. • To provide a procedw-al and financial mechanism by which the Agency can assist, complement, and coordinate public and private development. redevelopment, revitalization and enhancement of the community. • To re-plan, redesign and develop undCrdcvcloped areas that are stagnant 01' improperly utilized. • to encoura(,!c cooperation and participation of residents. businesspersons, public a"encies and community orgyanizations in revitah/im, the area. • to encoura 2e private sector investment in development otthc areas: Redevelopment.I;ency ojthe City ot'Sun Bernardino Dire-l'enr lmp/enrentrrtiorr Plan—December 2001-2009 2 • Promote the economic well being of the area by strengthening and encouraging diversification of its commercial base, • Strengthen retail and other commercial functions in the project areas: • To provide adequate public improvements, public facilities, open spaces, and utilities that cannot be provided or remedied by private or governmental action without redevelopment. • To facilitate the construction, reconstruction of adequate streets and transportation facilities, curbs, gutters, streetlights, storm drains and other improvements necessary to correct existing deficiencies, • To make provision IOr housing as is required to satisfy the needs and desires of various age, income and ethnic groups ofthe conu»unity maximising opportunity for individual choice: • To expand or improve the comm Lin ity-s supply of low and moderate income housing. The Agency is a separate and distinct legal entity from the City of San Bernardino (-City") in which the Agency operates. and is affi)rded certain powers that the City does not possess. For example, CRL allows redcvclopmerit agencies to generate funds through tax increment financing. W"hen a redevelopment plan is adopted, the assessed value of all propcityy within the redevelopment area is determined and is othervv ise known as the "base assessed valuc." As assessed values increase tivithin a project area, the property taxes collectcd on the increase over the base assessed value, typically known as the "tax increment,.. is channeled back into the project area to fund improvements and development projects or to pay back the Agency's investments in the area. CRL grants various powers to the Agency to address blight. While blight reduction is the legal basis for redevelopment, there are many, City activities that overlap and therefore bencht from the use of redevelopment. Among other things: (a) redevelopment is an important tool for achieving the publics goals as laid out in the City"s General Plan, (b) redevelopment is one of the best tools to foster economic development in the community, (c) redevelopment helps local governments revitalize their communities, encourage new development, create and retain jobs, and generate tax revenues at no additional cost to property owners, and (d) redevelopment directs funds to help improve and to finance public inkastructure in order to tacilkate residential, commercial, and industrial developments, and other Community goals and objectives. Rederelopmew.i-citc_r of the Citr(4 Sall Bernardino lave-Year Implementation Plan-December 2004-2009 i U. ApencN Five -Year Implementation Plan for its Redevelopment Project Areas: The Agency has ten 00) redevelopment project area, which were adopted prior to December 31, 1993, comprising approximately 5,000 acres throw"bout the City of San Bernardino. Each project area may vary in land use, but predominately% contains similar land uses such as, vacant land, public, institutional, residential, commCI-CM] and industrial uses. The Agency's Redevelopment Project Areas, as listed arc depicted on the. Map on page > of this Plan and are described in detail on the pages that follow tll :realter. I. Central C"ity Projects 0. Northwest 2. Central City North i. Iri-City 3. Central City West �;, South Valle 4. State Collegc �'. Uptown 5. Southeast Industrial Park I O. Mt. Vernon Corridor Redevelopment.Igencr of the Cit),ofSan Bernardino l"ire-Year Implementation Plan -December 2004-2009 4 REDEVELOPMEN'[' PROJECT AREAS MAP ° � U W c C7 s c� a C) O - W h O U Z w , 'i tz. �-- Redevelopment,I,ency ufthe Ott'a/San Bernardino Five-Fear Implementation Plum—December 1001-2009 1 file Implementation Plan will address all ten (10) project areas and will serve as the Agency's general guide and potential blueprint for current and future programs, pro_jccts, and activities intended to eliminate blight within each of the redevelopment project areas. It is a general statement of'-direction" rather than an "unalterahle course of action', The Implementation Plan sets forth redevelopment activities for each project a�ca anticipated to occur within the five-year time frame. It also incorporates current obligations,. on-going programs, activities and financial commitments of the Agency in order to address tic elimination of blight and programs to accomplish essential near-term revitalization efforts within the redevelopment project areas. The Implementation Plan may be amended, if necessary, to effectuate its purposes due to unforeseen issues and opportunities that are comlrlonl_y calcountered during the administration of the redevelopment plans and during the five-year period. Although redevelopment law re(Iuires that agencies also address activities and programs outlining how it will meet it's lo%v and moderate income housing responsibilities ("Housing Compliance Plane), the Agency has elected not to address the Housing Compliance Plan within the Five-Year Implementation Plan. The Agency I lousing Compliance Plan. adopted in 2001, will continue in effect until 2006. 1lence, prior to expiration of the Flouring Compliance Plan in 2006. the Agency will insure it adopts a new I1OLNing Compliance plan for a new ten-year period. Over the years, the Agency has achieved major acconydishments to help eradicate blight and the many hlightcd conditions here to tore noted; howcvcri a number of blighted conditions continue to plague the Agericy's Project Areas. Thus, the Agency has established the goals al obj Ceti ves previously rcicrenced to pursue within the ten (10) Project Areas during the nett five years and the Agency plans to continue its on-going programs aotcd below to assist in the achievement of SKI goals and objectives. These programs are intended to create new business opportunities; business retention and creation. connnunhy reirimstrnent and improvement, capital improvement and revltali/ation programs: • Disposition S:_ Deyel(j)-mcnt A__L,,rccmcnt ;, Owner Pil_rt1Ll(l lt_lOn Ngree cuts and/or other agreements - 1'hr, 1\gel'cy will continue its program of providing developer assistance in the torn) of land assembly and acquisition, tenant relocation, demolition of dilapidat,�d buildings, and the provision of Oil and oft-site improvements; and cucourage agreements for business retention and creation. • Micro-Entciprise Loan Program up to S2 5 000 - The Micro-Enterprise Loan is for individuals who plan to expand their business or start-up a new business in the City. The loan funds can be used for working capital. furniture, fixtures, tenant improvements, iimchinery and equipment.. • Inland Em lire Small Business Filiancial DcN opmal Corporation (IFSBFDC )_ L.oan CiLlamiltec Program up to S)i0.1)0O - The Loan Guarantee Program assists small businesses via a lornl of loan guarantee intended to persuade private lenders to lend. Thcsc funds can be used Or asset Kcdeve/opment 1,,,ency aJ the Citl,nJ San Bernardino Five-Year Implementation Plan—December 200-1-2009 purchases, purchase of existing businesses or establishing new businesses. Note: Subject to State Participation. • Grow San Bernardino FLInd Loan_t'ro-yrann_up to �?_.0 Million S( BA 7(a Guaranteed - The Grow San Bernardino Fund provides loans to growing businesses or new start-up bUS1nCSSCS. The loan funds can be used for the purchase of land, buildings, working capital, tenant improvements, machinery and equipment. • Small Business Administration 504 Loan_Prou ram_u) to� S l—� Million- The Small Business Administration 504 Loan is also for growing or new, start-up business. The 504 loan funds can be used for the purchase of land, buildings. tenant improvement. machinery and equipment. • Industrial D_evelo nlnt E_3_and Program into S l0 Million- Tbc Industrial Development Bonds are for manutacturing companies seeking funds for land or building purchases- machinery and equipment. Note: Subject to State participation. • BusinCss_Utility t lSCI-'s 'kIX Rebate Pro - The Utility User-s "Fax Rebate Program rewards new and expanding businesses that create jobs for City residents, increases sale tax revenues and/or increases property values by rebating a percentage of taxes paid on electrical. (-,as, video, and telephone Co111111UmCatlon SCI-%'ICCS to the bUS1nCSS. • L Lco-nomic Development_Action_ I cam_( I"L)A a=Fast Trackin-; For Si,m ihc,ant and Large_Scale Developments - The LDAT team will assist hUS1nCSSCS and housing developers in obtaining efficient and expedited plan check approvals and entitlements for projects that add a significant numher of new jobs, increase tax reyenuc and provide affordable housin<". • Small Business Ll lison Pro(,ram Problem Solvin,Lfor Small Business - The Small BLIS111CSS Liaison Program provides staffassistance to developers encountering d1ftlCldtlCS in dealing with the bureaucracy and can provide guidance through the development review and approval process. • Small Business Development Center LS13DC -- C'ollSUltlnf Program) COnSnitantS from the SBDC offer a confidential one-on-one relationship, to provide guidance and expertise in such areas as: Business Planning (Business Plan), Lxpansion Strategics, Marketing. Loan Assistance, Accounting, etc. Business seminars on a variety of topics such as "Starting a Business- are also (-'I'%C11 oil a regular basis free of charge. Kederelopnrent.1-rncy of the('its-of Satyr Bernardino Nye-}cur Implementation Plan—December 2004-2004 7 • BizNct_ Assistance for I filth Growth Businesses_Program - By utilizing information technology, specifically online and CD-Kenn databases, to promote hUSlnesS expansion, revenue generation, and job-creation, the Agency offers a state of the art technique to assist huSInCSSeS in understanding their customers and comp,:,titors . • Graf iii Removal/Dennolition Pro-rams - The Agency provides funding for the removal of graffiti and demolition of blighted and dilapidated structures throughout the City. • Resource Guide for_BLIS i CSS — `Fhe . �.gency provides_ free of charge, a manual to help local businesses facilitate their growth and prosperity by ensuring that they are aware of the many tools, services and programs available to them from a variety of local agencies. including the Agency. This includes city demographics, economic environment; employment and payroll information; industrial, office. ,md housing markets; taxable retail trade within the Inland Empire and the City. • Business Beat - The Agcrncy, in concert with the San Bernardino Area Chamber of' CommerUe, has created Business Beat. an hour-long television program that spotlights city businesses. The show gives local businesses airtime on local television, an exposure and III arketinO opportunity, something husinesses would normally not receive. The Agency's specific programs, potential projects and proposed activities will be presented for each redevelopment project area on the following pages. [t is important to note that many of the Agency's financial obligations for the next five (5) y;„ars are pre-existing contractual obligations and must first be miet prior to anv new financial obligations. The Matrices shown :in the tables that tollow summarize the programs/projects, appro imatc cost of each activity to the Agencv, project description and which blighting conditions will he alleviated. In light 01'111C States budget crisis, funds available for the Agency's projects and programs will be reduced by an ongoing” shift of tax increment revenues in the form of mandated Educational Revenue Augmentation Funds (* RAF..) payments to the State. Bascd on the shifts recently approved by the State Legislature it is likely that the Agency will have sufficient revenue to cover its share, but might lose the ability to do projects and programs on a cash basis for several years to come. At This time, it is known that the ERAF" contrihution was adopted in the States budget at the $250 rnillion level. Thus, the Agency's F:RAF payment will be $1,828,023 in fiscal year 2004/2005 and approximately 52,000,000 for fiscal year 20052006. The following chart highlights the ERAF payments that have been made and are proposed to be made from available tax increment funds from each of the respective Project Areas: Redere/opment 1gencrof the Citro/S'anBcolardrno lire-Year/nrplementcrt,�onP/an—December 2004-2009 IF -- - E RAF SHIFTS TABLE ST 1 ENN 1DL ER V SHIFT� SAN BERNARDINO FAAF SHIFT Fiscal Year Actual Actual Projected 2002'2005 S75,000,000 S622,600 2003/2004 �' `�1 35,000,000 S'1,052,749 2004%2005 520 000 000 S1,S28 023 2005/2006 '2_50,000,000 x ',000 000 �I Iotal IL -_ ` 710 000.000 `�� �0;,i7-) ��,000 000 File following provides information regarding the Agency's ten (10) Redevelopment Project Areas. Each Redevelopment Project Area is presented with the adoption information and any amendments; acreage information; general description; cur-ent conditions; projected five-year assessed values with five-year projections of net tax increment revenues available for redevelopment projects and or to pay t-or existing financial commitments or obligations. The A-cncv's Implementation Plan will he in effect tirom January 1, 2005 through Decemher 31, 009. Redevelopment,J,,,,enc r of the City of San Bernardino Five-Year Implementation Plain- December 2001-2009 9 CENTRAL CITY PROJECTS J H\IR:11 ,1111.1 — FR � v J ,� w 1 k_= F ^ .� � :LL kR i ILI LT �� _- _J L c C 0r.,wtr L0= -- l ( NORTH cr- , �r,,rn� ^.�rr; �is ,,>a_�s_ •�. � � � CENTRAL CITY SOUTH General Plan-Land Use Designations Redevelopment.I ene},o/the City of San Bernardino Fire-}ear lmplemcntatinn Plan—Deconncer 2001-2009 10 BACKGROUND ADOPTION AND ANIENDENIENTS TABLE The following Table provides information on important dates relating to Central City Projects. CENTRAL C11'Y PROJECT S (hdinan�c t)d1C Plolcct l a>t I), c f nt t)atc l nnc t hit to Rcccnc PFO)CCt At- Rclercncc - Adopted 1?zplt thou Incur UCb( t nnn nt I)um LIM L I ax hrca P Ib Dcbt 'vlc�Idmtihtook >>33 U �I IONS 01 (l1 2009 1;'(11 .'Ull1 UI I� 2013 (11 (11 1019 -- - -- Central City 2649 02 '3'1965 01 01 2_()()()_ 01'01 2004 01 1,_2014 01'01 1010 �< c ntral C lly South - 2 05 0 1976 05 01 16 01'01 2004 1(I I S 201 U5, 0, 2006 - - - -- - - C cIItritl ( rte E_I't X71 05 01,'10,6 0 tl, 21116 01'01 20011 O1 0 X01-4 CEN I R'AL CITY I'ROJl�CTS ANIENDPlN,N't S Dur 1 La't \mcndm A-- �- - - L I Rnu nD to Incr tminc doptcd f flock(( Domain Inc c Pan n Duret IbtC o t ent Ordinuncr Iolc ct Dc _ (ullr.Il( a� ti1c1 ul 0 1 t 0)q'I 161- Oi 0,2016 T (d 0�f) 20 2 6 I" An -- 0 I6 1-9-0- 04 19'0 tilu,er�1C'C' - - - - 1 - -- -- � � unc mc1 an`ndmcnt � 651 I 1 117 I�, 12 09 10 7 Amcndnunl �\1rlgcrCCP Scc t70 193 19d3 4`1 Anundnunt - \l(V N1( „5-O Oti 19Sr, CCSouth \1(->04 I?01S 19S(, UI oR It>S? C C Cast A1C>(„ 1_ns I�ISh n l 11,5 I9 AmcnClmcnt \1 CC n-I 02 1990 Ui(L 1'190 CC South \4( ?-'-I j 0-t U2 1`19(1 �� 0,112 I O9U 1 C C Ella IAIC X21 n I 02 - - -- - 61"Amcndmcnt C cnuul City hIC-916 1 2 20 19!10 u l I�I I'IO\ \lcadoM'look \1C CC South \1( 01 19 IO�)> (C I aSt AI( -115 1' --0) 1)9 nl 10 100 \1 (C UI 1?2004 CC South \1( -1 1 o4 S_'UUI 10 18 (113 C( ki't SIC I I I2 12 111 001 l U3'010)2 + M 03 X01 1 - { - - - --- --- f--- - - ('('Prot cu 2cCl \1clldmcbi)ok n721 19 5 I I OiS 011 01 2(109 01 (11 20f)4 01 17 201 4 01 01 '019 CcnU�d City 2619 IP 21 1963 03 27 1965 1 111_'(109 01 01 2110} 01 I�X01-4 1 2019 (_cnual CiU SoUlh n�11; 19'G O60� 19 6 Uti 0 201(, 01 01 094 10 IX 013 0�03206 ( aural Cite East I ,0 3 19 16 6 04 I9-0 0�(1 X016 01 01 20W4 1 03 014 0 03 21126 ACRE TABLE The following Table provides information on total gross and vacant acreage relating to Central City Projects. C ENTRA1, CITY PROICCTS Project Area Gtoss :Acre I(-,c j vacant Acrc tL t Percentage OF Acret'-ye tileado�N brook 0 9 Central City 7 I 42.4 WI o C'cntt d OtV Sot1Lh >1 319 62° Central C its Fast 19I 1 0,5 _ - I of 11 Gross lctca ,c I'otal 1 scam 1c rcawc 1 C�l tinic_! uc�L, Ic>i n.rtul arant 1,, h,11-1 u ,-dr 1 Air, m*n t-i d I"'I-1,t.nd tl�11,1-a 11111 Ln.C1.111. luk rin;rtiwl 0 M.iim:d 110,11 Redevelopment.a.-ench of the('iiy of San Bernardino Five-Fear Implementation Min-December 2004-2009 1/ GENERAL DESCRIPTION: Central City Projects is the result of the consolidation of following (our redevelopment project areas in 1986: Meadowbrook. Gmtral City, Central City Fast and Central City South. The consolidation allows [or a more efficient management of Agency resources. The Project Area includes various administrativc offices tow Federal, State, County and City Agencies; the 55-acre Seccombe Lake State Urban Park, the Fairway Ford Dealership; the National Orange Show 136-acre fairground and conVention facility, host of the Annual Orange Show and numerous music, exhibition and cultural events: the Arrowhead Credit Union Stadium, a 5,000 seat facility, home to the San Bernardino 66crs (Class "A " baseball team for the Seattle Mariners) and; the Carousel shopping mall/office complex. Additionally, the Court Street Square serves as a part of the cultural arty and entertainment district in the heart of downtown, which is also home to the annual Route 66 RCnIe7vOUS eve11t which attracts over 500.000 people to downtown each September to celebrate the classic car culture. CURRENT C0 N1)ITI0NS: At the time of plan adoptions and suhsequent mergers, propertics within Central City Projects vVerc influeaIced by detrimental physical, social, and economic conditions that were negatively impacting this section of San Bernardino. Since phi,r' adoptions, the Agency has initiated and completed several redevelopment pro-jests and ha', proposed a nur'ber of new projects to eliminate blight and create both private and 1-)ublic economic investments in Central Citv Projects. Some of the completed projects were the devclopmcr[t of Arrowhead Credit Union Stadium, the construction of the Immigration Naturals/ation Service, - INS" building, the rehahilitation of the Best Marshall Plata and the upgrading of tI'e Carouse!. Mall. PROJECTED ASSESSED PROPERTN' VALUES TABLE: The Agency has projected the Project Arca's assessCI] property values for the next 5 years to Chart the economic condition of the real estate market in the Project Area. The value includes the land values and building improvements. Initial data to determine the projected values was obtained from the San Bernardino County's Assessors Office, CE N7 RAL CITY PROJECTS-PROJECTED -ASSESSED PROPERTY VALUES I 'scal Year Plolect Area Central City M cadowbrook South 1 ast '004-20015 b 104.8 12 ?16 5143,7 Q 5 964 `43.949.647 ?005 2006 106.908.460 5146.671 883 544.828.640 ?006-2007 5109.046.630 ti 149.605_')_21 $45.725.213 2007 '008 5111.227 X62 '$1;2.59 7.4 7 646,639-717 2008 '009 y 1 13.4 5 1 13 St �,64O 6 S4-1 572 >11 1O I AL 4, 446.9S 1 ti a 8->J Q.071 1> 28 Redevelopment,,Igencp of the 01.1,of Nan Bernardino Fire-Icar Implementation Plan—Decentber 2004-3009 1 ' PROJECTED NET TAX INCREMENT TABLE: The tollowing Table indicates that the tax increment projections for the next tive (5) years arc conservative and total S12.932,040,- howCVer due to existing on-going obligations, the Project Area has a deficit of $8.1 million. Althou0h, the Project Area activity is expected to generate 512.9 million in tax increment, given the Agency's debt obligations, there are insufficient funds to provide assistance to projects unless they are perf'Ormance based contracts. It should be noted that a variety of factors influence and affect the level of tax increment dollars available for projects. Factors that may increase or decrease the amount of tax increment dollars available for projects, include but are not limited to, improved property values within the project area, improved economic conditions, Agency return on investments in public/ private partnerships and ERAF payments to the State ofC'alitortlia. , CENTRAL CITY PROJI CTS PROJECTED hl D NF T TAX INCREMENT I'tscal Ycu (�to�,.1 flousm-, Sct tsu1c C'uircntObIi tttons Net Fax Increment lnucmcnt _ 2004-2 00� S- -185,000 ` 407_)00 7U4 578 (�1 716,3 78) -- - - - --- �OU� 2006 1 �4, 00 ~506,9-30 704 >78 (�L.67( 618) - - -- — - 2006 2007 �2 5S5.X94 s�17,07() ',',,),704 78 ($1,6-)6,003) 2O0 2005 h (>>7.1 U2 52 -A20 $i.70-1 3 s - - 10(18 2009 �' 6h9.s11 y�i�,969 s3_�00 ��8 (s1.55� 503) -__ L _ -- - I(�fA[ [ 1 2.932 tt.tO ��,586.l08 i S 1 s ,�1 890 (h8.1 �(� 2��) J - — - - - -- Gr<,,,ta� inCIcincnt c.tim.ltccl i;20 of Gn0;s I Js I1ICrC111Cnt. EXISTING OBLIGATIONS AND NEW PROJECTS TABLE: In tollowin, -Fable is the Agenc_v's existing obligations relating to Central City Projects. CENTRAL CITY PROJECTS FIVE-YEAR EXISTING OBLIGATIONS ;�,cncv Anticipated Proicct llescription and Program Project Fier-Year Bli'-htcd Conditions to be Alleviated Fxpenditurc EXISTING OBLIGATIONS 1. Fiscal A,ent Bond Monitoring- Administrative expenditure alloys for the facilitation Bond Fees I rustce ♦85.000 of C(l) activities. Administr tttve expenditure allov�s for the facilitation 2. Bond Payments $t?,9>U.U00 of C('P activities. Adminish-atke Cxpenditurc allows for tile: facilitation 3. County Charges $3 S,()()() of('('P actin itics. Administrativc expenditure a110�vs for the facilitation 4. Pass-throu<<h A-*rccmcnts 150.000 of ('('P acti\itic;. Adminis0ativc Cxpencfittirc allow. lur tile. facilitation S. ?0°i, Set-aside `�7.SS6.-l(18 ofCCP tctiri[ies. Redevelopment Agency of the Citt•ofSan Bernardino Five-Year Implementation Ilan—Decemher 2004-2009 /3 CENTRAL CITY PROJECTS FIVENEAR EXISTING OBLIGATIONS Agency Program Proicct Antinpatcd Project 1)cscription and live-fear Blighted Conditions to be Alleviated Experuliturc EXISTING OBLIGATIONS Adn)inistralke expenditure allows for the facilitation Q Agency Legal Fees S 1 f. 10 PMT activities. 77 Administrative expenditure allows for the facilitation Professional Services S5j50 ;SICUP activities. S. C;enerai OperahmN% Maintenance Provide property maintenance operations for- Acquisition, Disposition Fccs S?0.000 nosiness occupancy: rwrim c blil-ht. under-utilized -t;-ucture from MP Area. 'rovidc property insurance for hLlSnICss occupancy: Q, Insurance Fees `(;270.000 remove bli<lhl. under-utilized structure Iron) CCP Arca. liruination of criminal activity, which constitutes a 10. Carousel h/fall SCCnrity WOW serious threat to the public s)lety and welfare. I_nhancc area as a desirable location. 11, AWeed Abatement throughout the 1:emoval of visually blithtin(l condition enhancin Central City Projects Area on $15 MOO t')c area as a desirable location. Agency-Owned P�,-opertics 'roOdc catalyst Or business occupancy: rcmoxe 12, Central City Co ",1' Building 175.00 ) 1 ca MY wider-uul and structure from CUP Area. 'allows for an cconon)ically v iablc use by providing 13. Central City Co 3 Level Parking y85.000 adequate parking spaces for patrons and surrounding o Ihce uses. 14. 303 West 3rd Section 108 Loan Provide catalyst for bUshICSS occupancy: restore Payment from 303 LTC $1.05?.000 bhzlued. wider-utilized structure. Provide property maintenance operations for 15. 201 North"E" Building $851000 business occupancy: renuwe blight. under-utilized structure Iron) (CT _Area. 16. Main Street Fvent� Main Strect 1 vents serve as a catalyst to attract people to the Programs X450,000 d0%%IItovvn area and stinnrlatc private ic,yestment. 17. Court Street Square Route 66 Removal oI v isually plighting condition enhancin<g, Clean-Up S40.000 the area as a desirable location. Redevelopment.igency a/tyre Cite ojSrur Kcr,wwrdino Flee-Fear Implementation Plan—December 1004-2009 14 CENTRAL CITY PROJECT'S FIVE-YEAR NEVV PROJECT PROJECTIONS .\gency _lntic�pated Project Description and Program Project Dive Ycar Blighted Condition to be Alleviated l:xpcncliturc New 60.000 square 1ect officc complex adding approximatcly 200 iic\v employees and 5100.000 1, Mill Street Development (North of additional tax increment revenues per year before the pass through's. Mill) $600,000 -- ---- - - - -- — f3lightcd vacant parcel south 01'file stadium Blighted Condition reflecting depreciated stagnant property value in the (VS-1 land use deSlgnWton to be alley iatcd. Conycrsion of, a soon to be vacant newspaper office complex and printing press into a sports martial arts university in dM 11to\v11. This 156.000 square foot ?. Amcrican Sports University (4th and complex \\ill accommodate 2000 students and faculty `D Street Sun Company _ and )rov idc over 300 hollSlmg units. S_�.00t1 BuildingIicorBuildingMason Partially vacant building in highly visible (1ovvnto%yn I ocige) location restored to 100')o produetivity resulting ill additional vacant do\vnto\vn buildings adjacent to this t'�icility being converted to student housing, recreation and retail Salc of scant and debris filled site oil the Northeast corner of Orange Shm� Road and :Arrowhead Arenuc to dcvcloper to construct 12 light industrial building 3 ranging from 5.000 to 2-1,000 square test. Property F_ssex Complex Development (Northeast corner of'()rmwc Slimv S I?5,000 placed back onto the tax rolls will provide an additional Mid .1rro�yhead Ar°enue) S 1 50.000 tax incrememt rcwtitic yearly. Blighted physical conditions which limited the economic viability and use of the lots �Nill he eliminated. Blighted area at the Soutlmcst corner of 4th and Waterman. Developer to purchase. land 1iom Agency to consU-uct a 11CW faMlity(s) for County lease. 4. 4th Street and Waterman Av enure $I y0.000 Property placed back an tax rolls %v ill proyidc an Phase I additional tax increment revenue ve<lrh�. Blighted physical conditions which limited the economic viability and use of the lot vvgill be eliminated. Blighted area at the Southwest corner of' 4th and \V,ltcnnan and construction of nev� 21.000 square fcct builclim. Property placed hack onto the tax rolls will 5. 4th Street and Waterman ,vante b12(l.OUtl provide an additional S3S,000 tax increment re�°cnue Phase II v Cal ly. Blighted physical conditions v,hick limited the economic viability and use of the 10t %�ill he eliminated. Rcilci elopment.I-enctY of the Citt•of San Bernardino Five-I car Implementation Plan-December 2004-2009 15 CENTRAL CITY PROJECTS FIVE-YEAR NEW PROJECT PROJECTIONS A��cnc� Program Project Anticipated Project Description and Eiv c-fear 111ighfccl Condition to be. Alle"iated Expencliture A:)proximate 4.500 square loot building to expand an existing auto dealership on approximately 1.6 acres of la d_ thus increasing tax increment by 56,750 and sales 6. Fairview Ford (2nd Street) S5,000 tai: rcvcnue for the City. Abandoned Dcnnv's demolished for this new project. than eliminating blighted conditions on a highly eisible Irce%Nav cntrancc. �V th the expansion of'the I-215 and the acquisition and re no%al of structures, a new landscaping plan will be inplcccd o compliment e 7 1-21 Freeway Widening Master Pl,iu -215 right-of=way for Aesthetics and Landscaping S 10.000 from Inland Center Driv e to 4 1 h Street. Inadequate pubhr infi-aszructure improvccl. Construction of a t%�o-story. 65.000 square toot bu'Lling to be used for retail'warchousc on the site oh 3. Occlot Engineering Iuc. (Chaparral the old ,l1111euSrr43usch warehouse, located on the Motorcycles) West side of'Crescent Southwest corner ol' fluff and Crescent Streets will SI ,000 ecncratc all addi(ional ,?8.000 per annum in new tax Street 13et\\cen 1 tuff Street and -� College Dri%c (0141-071-51) ncrcnient Fliminates the physicail conditions t'rhat limits the cci momic \lability and use. of the site. Redevelopment A,-cncy of the Citt•of Scut Bernardino Five-Year Implementation Plait—Decenrher 2 004-2 00 9 1< CENTRAL CITY NORTH _ � cr O Z _ } y F v _ U Q Jj `z a 3nN3AV OV3HMOd8V ~ c pi cc ' r _ 4 .; 133a1s a W u f EA: ud rccois � 133ais 3 ' . W a 133a1S j i ,Q.. __..... v ~ � LL1 ) . W i c� cc cc Z S W (n LL O 133dis) LL _ t d 133a1s H w w �r Redevelopment, enc y ol'the Cite'o(Srul Kernm•cfina Five-Year Implementation Plan—December 2004-2009 17 BACKGROUND ADOPTION AND ANIENWNIEPWTS TABLE: The following Table provides information on important dates relating to Central City North. t E�V'I'RAL CI"1'1' NORTH _ Prolcc.t lrca Onlmance Ddle Projcct T I a,t Date I a,l Datc l me Limit To Receive Rcferen« - .Adopted t \Pnalirm L iicur Deht Eminent Domain Tax Ine Pay Debt C I r tl C rtl'North 666 Oh fl(� I97� OS__116 >01 Lo U6 'UI j OS U(� ?UI 03i O6 '(1?3 Datr I gut D rtc 1 nnc L nnrt to - 1 rrrjcct - - - Amendment Ordinance Incur Eminent Revere ra.x \eloplcd L Ilccli�c t�pnalion � I Debt Domain 111C Pay Debt -- --- cnhal City North u66 0 (i6 I'ti3 0�7 10 19i U6?OI 0101-'OU1 OI 01 19)9 UU06 X0'3 Amendment _ NU 561 I'fit; 108- 01 0� 198 - - - - - -- > Amuulrncnt M( 719 04(� 199U � 0�11 1990 ' ��lmuuhncnt L lmcndmcnt �1C 920 12 0 109 01 I1lo9, -- - - -- 4( I I l I ( I UO U I O1 2OU-1 u,�00 01 3 - - -- - - - - i 5 Amuxlnrcnt __bl( I I�' 09(,;X00 L A 10 OS 2110-t UK 06 I _ACRE TABLE: The following Table provides information on total grow and vacant acreage Mating to Cenhal City North. C EN I RAI CIT), N0R1 II PaL,jcct Area Gt )„ wear c IC-a-1 1t 1cmajo I 'entrzl City North I;9 l l f, t l S tc1 CItOC 1 ( 1 of _ row] cant 1 teare L 416 tiur� arceh dcsi nnd�ac.in�t \ Xl ,n hovel u>r e ,I� of 0 Am non i,r ,d I.n-�I,t-rnd In h.nc,r;vin u..a d Inl�rniali'ln irv.zl O.nn(GIti _GENERAL DESCRIPTION: Located east of the 4215 freeway, near the civic canter of the City, Central City North is a mixture of retail, commercial, goivrnmental, restaurants, professional services and single- and multi-family residences. Since its adoption, various public and private developments have occurred. such as four senior housing facilities, the C'ity*s main library, the Stater Bros Central City Plaza and the CiucmaStar 20 screen multiplex theater. Projects initiated by the Agency have concentrated on govennuentzl and public facilities that have enhanced and improved the City's downtown core. The City Unified School District, County SuperintC1ldent of Schools, the Community College District, Social Security Administration and the States Caltrans District 8 Offices have developed" relocate'] their administrative offices within Central City North. The California Theatre, a qualified national historical huilding,, is a cornerstone of the downtown revitalization efforts of the City and, along with the CilicmaStar movie theater, serves as part of the cultural arts and entertainment district in the 11<�art of' downtown. This district provides residents a variety of entertainment activities such as live production pertormarnces, latest movies, symphony skinda concerts and art exhibitions throughout the ticar. Both these venues are positioned to serve as anchors for future retail dcyclopment. Rec/ecclopment,lgencr ofthe Cir_,ol.San Berrrnrdifto Five-3'car lntplementation Plan-December 2004-2009 1S CURRENT CONDITIONS: At the time of plan adoption, there were dctrimental physical, social, and economic conditions that were negatively impacting this section of San Bernardino. 'The original blighted conditions have been partially eliminated from the Project Area. As a result of the Agency-s activities. the Project Area is now characterized by ag,ressive and active development of the downtown core. Specifically, the Agency was instrumental in securing the development of the State's Caltrans District 8 Oft-Ice "Tower aid parking structure, the Cinema Star 20 screen multiplex movie theater and the Central Police Facility. Through the use of the Downtown Flan, the Agency is implementing projects that will dramatically improve the City's downtown core. However, blighted conditions still remain, and continue to impair private investment and development activity in the area. PROJECTED ASSESSED PROPERTY VALUES "TABLE: The Agency has projected the Project Areas assessed property values for the next 5 years to chart the economic condition of the real estate market in the Project Area. The value includes the land values and building improvements. initial data to determine the projected values was obtained from the San Bernardino County*s Assessor-s Office. - -PI E__D ASSESSED PROPERTY VA- UFS CENTRAL CITY NOR TH I ISC Al Y FAR PKOlk(`I yRLA Central Cite North 004- 005 811713 2 789 2005-2006 - S 1 l9 475.44 2006-2007 S 1 1 864,1)54 1007-2008 S 124.:02,��i X008 2009 81 26.788,295 CC)rAI 8609,W 738 PROJECTED NET TAX INCRENIEN7"TABLE: The following Table indicates that the gross tax increment projections for the next five (5) years are conservative and total approximately $4,668,024 with a net tax increment of($6,050,576). It should be noted that a variety of factors influence and affect the level of tax increment available I'm- projects. Factors that may increase or decrease the amount of tax increment available for projects, include but are not hmlted to, improved property values within the project area, improved economic conditions, Agency return on investments in public/private partnerships and ERAF payments to the State of California. - CEN"1 RAL C [ TY NOR'l H Nh t I:kX INCRENIEW PROJECTIONS Fiscal a1 Y ear (rros5 I as IncicmCnt* I lousui SC t-isule'* ('uiic nt Net Tax Inercment )004-200 5897 000 S 179.100 $2.061 I_23 1,341,523) 2005-20 06 5914,940 5182.988 S- 06l 12 3 (S1 329.171 k2006-2007 S933.213S 8186.6452.061_123 (51,314,5-33) 200 7 2008 S95 1,904 S 190.351 S 1 500 5 l ; (81.0)9 290) 2005 2009 5970 9 4 2 194,155 S 1 500 S 1 ($1.024,059) S4.66S-024 S9 ;.60� S9 7S-4.99i (S6,0� X76) Uoc, tai mcremrnl caumicd al annual L�I(Mth. 11ou'I . Set a,,idc is 2I7°„A 61')x. by Increment. Redevelopment.1,goic y of the 01r of San Bernardino I<ve-I'cur Implementation Plan—December 200-1-1_009 19 EXISITNG OBLIGATIONS AND NENN PROJEC'US TABLE: In following Table are the Agency's existing obligatfens and new projects proposed for the next five years relating to Central City North. CENTRAL CITY NORT11 FIFE-lr EAR EXISTING OBLIGATIONS Agent_y Program Project d,Anticipated Project Description an rive-Year Blighted Condition to he Alleviated Lxpenditttrc EXISTING OBLIGATIONS 1. Fiscal Agent Bond Monitoring' \dminiStrative ex I Pcnditurc allo%�s for the facilitation 520,000 Bond Fccs 1 rustcc ol'CC'N activities. Adnunist ati\e expenditure allows for the facilitation _.. Bond L ayments S�.Od_>""_000 of('CN activities. Aimmistrative expenditure allows for the facilitation 3. County Charges `>;1 5.000 ATGN actin itics. Administrative expenditure allows [or the facilitation f. Pas, throu��h A_�reeuacuts 61i.�l_> ,f('CN activ hies. \dministtatke expenditure allows for the facilitation 20° Set-aside 593;_60 5 fCCN actin hies. \,lnainistrative expenditure allo%Ns for the facilitation 6. Agency Legal Fees 5100.000 ,,1 CCN activities. Administrative expenditure allov�s for the facilitation Professional Services `~36.050 „fCCN activities. R. General Operations Maintenance ide propertx naaintaaalice operations f61' Ac quisulon Disposition Fees 5'0,000 husuress occupancy: renlov°e blight_ under-utilized structure from CCN Arca. I'roride property insurance for business occupancy: 9. Property Insurance bees 5225.000 remove bli<�ht. under-utilized structure from CCN Area. 10. AVeed Ahmement throu'hout the: l:enaoxal of visuallx, hh'-ditin" condilion enhancing CCN Area on Agcncv-Ocatied $10.000 I h�arca as a desirable location. Properties 11. Cinema 20-plex Theater Complex 5780,930 Impaired imcstment. Under utilirrtiou of the site. Float Loan 12. Cinema 20-plea Theater Complex Impaired invc,tnacnt. Under utilization 01,111C site. Section lOR 1'aynient S3.> >.000 Ii. Center Citv>th and 'T" Street Cllc acti\ity addresses inadeyuatc parking Parkin+T 000 nectssMA for sccurin-, and retaining tenants do wnlmv n. Redevelopment.l rency of the Cit_t of Sari 13cri c i-dino Five-Year Implementation Plan—Decenibcr 2004-2009 70 CENTRAL C. NORTH FIVE-YEAR EXISTING OBLIG ATIONS IONS A�encv Anticipated Project Description and Pro Project lire-Ycar l3li(jhted Condition to be A11evlatcd I xpenditurc EXISTING OBLIGATIONS Reimbursement to I ovviMod for land purchase with id I ow Mod Land Note I_ovv Mod Funds. but not used for [ow Mod purposes. 15. Cinema 20-plea Thcater Complex S 150,000 Impaired investment_ Under utilisation of the site. i Landscaping 16 Cinema 20-ple.x Iheater Complex Impaired investment. Under utilization of the site. 53,0,000 Security 1listorical structure pro\idcs Guttural amenities to 17. Calilbrnia Theate Operations $I 000.000 community. including ,,,mphomv. dance theater productions and t-a\cling shows. Parkin'- Structure Maintenance of this public improvement (parking ?_000 structure) allows nevN cfevclo invent to occur. i Maintenance (Carousel Mall) l CENTRAL CITY NORT11 FIVE-YEAR NENN" PROJE ' PRO IFC"I IONS r��cncv Anticipated Projcct Description and Program ; Project I i%c-Ycar BIM-kited Condition to be Alleviate{ I spcnditurc - Construction of ne%v school to be known .Tones Hementnry to accommodate gro\Ning population in 1 New School Development this ncighborhood. (Southwest corner of'7th mid'T'" Q6,000 Unsafe dilapidated and deteriorated buildings Streets) including several board-ups burned{ damaged single and multi-lI'tmlly structures and used as a local trash dumping ground \ 33,7- square feet vacant parcel of' land on the Nortlmcst corner of Sill and "G" Street zoned for Commercial General DowntImn (CR-2). Parcel nth and`G" Streets S1 18,000 vcould be used to dcretop retail sera-ices catering to the senior houslnP_. Physical conditions that limit the use and economic �mbility and use of the lot. Redevelopment.Igencr of the C'itt,of.San Bernardino Five-Year/wplemerntcdion Plan—December 2004-2009 �I CENTRAL CITE' NORTH FIVE-YEAR NEW PROJECT PROJECTIONS Agency Program Project Anticipated Project [description and Fire- "ear Blighted Condition to he Alleviated Cxpcnditure Approximatck 21.9(10 square feet vacant parcel. and to he developed into a parking lot with 55 :,paces, landscaping and lighting. This lot v011 support parking for the Cinema 20-plea -Cheater 3. 450 North-T' Street Parking Lot $l 11,500 Complex and the California —theatre of the Pcrlcrmin<- Arts. Inadeduate public intiastructure. UCelopmcnt of the northwest corner of 6th and "G Strccts for mixed uses. With the development of this ;ite into a mixed use product. thereby increasing 4. 6th and"G Streets $13 1 000 plopertV vclues and tar increment vearly. Pll,ical conditions that limit the use and economic �iahilitti and use of thc lot. R,,habilitation ofa 3.600 square trot nnuluetlecturcexhihitiot 'fundraising,' facility in .mderutilizcd area on the second floor. 5. California Theatre $630-000 1 limination of physical that limited the economic �mhility and use of the building by rehabilitating ,pacc in historic stru,turc prCiously destroyed by ire. \,-'qui:ition_ demolition of various structures that are a, n riot compatible with the overall specific plan. I 6. Abatement roL-zinc-4 5 $2,000,000 - Strcets:h Street and 1-215 l:csidential o\crcrovvding, excessive liquor stores, and hi rh crime rates a; identified by police and local rc;idents. I_Vv clopmcnt of it scuior housing cornples v�ith 75 r;r.it,, Mitch will result in higher tax increment I Mille lrelpins alleviate a chronic shortage of 7. 1 elacu Senior Ilousing 4` 11 St. `5 362,000 quality hollS11111 loi- lour,° income seniors. I�'roperty prC loudv vacant with overgrown <_,etation. trash and debris lb 1w, to hi��h crime rates in the area. square lcet of' vacant land owned by the encv that is coned for CR-2. Property could be de`clopcd lot- uses to ;upport the downtovy» district_ K. NortImest Corner of4°i and 1, Streets `til2?.000 thr Calitomia Theatre and CinemaStar such as r��ztaurants or other retail use.. 1111-O M-1h the sale of ,�cncv-o��ned land this property could he returned to the tax rolls thcrebv "erneratim, additional tax n ,cmic for the project area. Redevelopment:lnenct of the Citt•of.4un Bernardino Nve-Year lmplernentation Plan-December 2004-2009 CENTRAL CITY NORTH FIVE-YEAR NEW PROJECT PROJECTIONS A��ettcv Anticipated Project Description and Program project Flee Year 1 IWdited ( orndition to he Alleviated Fxpenditure Property is underutilized, impaired investment vacant lot within the downtown arts district. As a result of vehicular usage and pavement damage. this project vias initiated to restore and re- 9. --G" Street Pavement Rehabilitation S5.000 strip this minor thoroughfare. loom 6th to 9th Street the existence of inadequate public improvemernts. X1.4-)6 square feet of vacant land that is zoned for commercial eneral du«nto\\n CR-2. The sited could be used to develop a 9=1 unit senior housing 10. Northwest Cornet of`` Street and complex or such uses as professional or government 5121.20 offices.hanks. restaurant or retail uses supporting the ��no\rhead Avenue area. Subdivided property lots of irre,,�ular form and shape, inadequate size and pour physical condition. AS a result of hijh vehicular usage and pm emennt 11, Arcov%head Avenue Pavement damage, this project was initiated to restore and re- Rchabilitation from Court Street to S 10.000 strip this major thoroughFu-e. 5th Street I he existence of inadequate public 1111provements. As a result of Im-di vehicular usage and pavement damn rc, tills project vvas initiated to restore and re- 12. nth Street Pavement Rehabilitation strip this major thoroughfare. from"II­ Street to Waterman Avenue S>.000 I he existence of inadequate puhlic improvements. yb'ith the expansion of the 1-215 and the acquisition Mid renxwal of stnretures, a new landscaping plan 1 1-215 Lrceu<ry Widening Master Plan will he implemented to compliment the new 1-215 ufAesthctics and Landscaping $10,000 right-of-\Nav from 4th Strcct to 8th Street. Inadequate public infrastructure improxed. Construction of 16 atfordahle new single family 14. Construction ol' 16 Ne%\- I lames-Old housin'-, units. 5200.000 - fowne-Cr alive 1{ousin(I Solutions t!nderutilized land elimination of dilapidated and unsafe buildinLIs. Redevelopment Arencr of the 01),ofSun Bernardino Five-I"car Implementation Plan—December 2004-2009 CENTRAL CI'Pk" NORTH FIVE-YEAR NEW PROJECT PROJECTIONS i���enCY' Program Prot cct 'Anticipated Projecl Description and hive-Ycar 111i,-hted Condition to be Allcvimcd I:xpcnditurc LNR Industries will construct 6 to 8 Infill housing Construction of 6 to 8 Infill neev -111its on 5th and Occidental Streets near Seccombc i single family homes 860.000 Luke. r Limited economic viability and use of vacant lots. Redevelopment.tgcncy of the Cit,t,ol'San Bernardino Five-Fear Implementation Plan—December 200.1-2009 CENTRAL CITY WEST }— N U p J v Qj - E � b Z W � U , c m 0. ro Q3 Q3 c v U dJf1 :JAV JBUIL'� i I �s s U l W 1 2 3 LJ I 7 rY LL o h, Li W I CJ T U r �P 0. I •anua,�,y�_ic�wan���,•�;• . IZede�elopment:lnenc��of the City of San Bernardino hire-I"ear Implementation Plan—Deeemher 2004-2009 BACKGROUND ADOPTION AND ANIENDNIENTS TABLE: The following Table provides information on important dates relating to Central City West. — CENTRAL CITY «ES7 ProlCCt AI Ca Ordinance Dnte Pttilecl Last Date I ast I>ale Fime I_inut I Recei,c Ref�tence \dup(cd I:tpiruion I Dcbt FmmentDom;tin 1LIC111CC.-Pa% Dcbt Cenlr al C tv ��"es� -)--53- �3 0� I 19 '6 02 1 �U 16 U I 'U 16 I Os 199 0?.' 17 1020 CE,N7 RA1, CI -N- D:It� I ast I Me tnnc Limit to �nxndnunt Otdui.uicc _ - Ptuircl � - — -- adnptcd E Ilccli 1nCUt Ianinent Rex CIvC fax Debt Domain InC Pay Dcbt - - -- UclltmlCm We-,t ��� 0' 17 1906 0> 1 19 (� 0' 17 'Ulb 01.01 ?004 nl 08 1999 0"172026 nxnC nun %IC �6_' I-,w I't56 Lol m Ios' Amcndmcnt MC 7'-0 00 0? 1900 ()>O? 199() Amcndmcnl I 1)'1 1' O 191)4 01 19 1995 - 4 AmUldll]CnI MC I ISM I'U 0(1) I1I oI?004 02 I '016 ACRE TABLE: The following Table provides information on total gross and vacant acreage relating to Central City West. CENTRAL C -Pk' Nti'ES'T _ Pro1CCI Area Gl(,ss 1Clea�C vacant AC aC PCICC nt to C Of \Creak - PROJECTED ASSESSED PROPERTY VALUES TABLE: The Agency has projected the Project Areas assessed property values for the next 5 years to chart the economic condition of the real estate market in the Project Area. The value includes the land values and building improvements. Initial data to determine the projected values was ohtained from the San Bernardino County's Assessors Office. CENTRAL CITY WEST PROJECTED ASSESSED PROPERTY VALUES I ISCA[ l I-AR PROII C AREA — Ccntl il City ��est 2004 2005 $1.851.566 2005-2006 M.888.597 - — -- 2006-2007 S 1 926 X69 2007 2008 S 1 964 897 - - - -- ---- --- -- -- - - -, - - - -- ----- - -- 2008 2009 52.004-195 'I0- A1 S9 635,62 4 PROJECTED NET TAX INCREMENT TABLE: 'I he following Table indicates that the tax increment projections for the next five (5) years are conservative and total S93).673. The Agency does not anticipate a surplus of tax increment revenue and the obligations to set aside funds into the Low and Moderate [lousing Fund will be met. In accordance with previous Agency practices, the transfers of funds from one project area to another will be used as necessary, in order to address current financial obligations. It should be noted that a variety of factors intlucnce and <ll'tect the level of tax increment available for projects. Factors that may increase or decrease the amount of tax increment available for projects, include but are not limited to, improved property values within the project area. improved economic conditions, Agency return on investments In public/private partnerships and FRAF payments to the State ofCahtornia. CENTRAL CITY_ « E S"t PRO lE C"I E D NET TAX AX INC RENIE N T PROJECTIONS _- -- - — -- Y",I' () (STS 1 i� [ncrcm�n[" L Ilouvn� Set aside Cuir�nt Obil�>�tlons Nit I ax Increment - 2004-2005 518,000 S),600 y 1 l 466 ----- -S2 93 I -- - - -- - -- - � - - 200s 2006 5l8 360 S3,67? - S 1 1.466 53.2_22_____ 2006-2007 518 72 7 8,,745 S11.466 S3 510 200 2008 S1 9 102 ( S3,8_10 $11.466 S38 16 2005 009 519 484 5,.89 $11,466 54.121 lOIAI_ 593.673 518.734 X573;0 1- Sli 609 --- 1- CENTRAL CITY WEST FIVE-YEAR EXISTING OBLIGATIONS Program i Project Agency Project Description and Anticipated Bli��hted Condition to be Alleviated 1 ive-Year l'xpcnditure EXISTING OBLIGATIONS Administrative expenditure allows for the facilitation L County Charges 1,000 i,f CCU' activities. \dministratiw expenditure allows for the facilitation ?. Pass through Agreements S 1.3?0 (,f C'CW activitics. Vdministrttivc expenditure L11ILM°s for the facilitation 20°'i� Set-aside S I`�.? -f (�f CCW activities. 'Iovide property insurance for bUSLneSS occupancy: d. Property Insurance Fees 5)0.000 remove bli(-Iht. under-utilized Structure fi<0111 CC`vy' 1rca. _. Weed Abatement throughout the, I:cnxwal of visually blighting condition enhancing CC\V Area on vN Iled S 10.000 Ili-,area as a desirable location. Properties 6. Central City West Shopping Centcr Impaired invcsunents. Ylaintenance of this public Maintenance of�1'_�cncv O�vllcd 1 5.000 I mprov°cment (parking lot) enhances N°aluc of parking lot adjacent private properties. CENTRAL CIT V WEST FIVE-YEAR NEW PROJE('T PROJECTIONS Aucnc\ Anticipated Project Description and 1 rogram I rojcct 1 ire Ycar illwditcd Condition to be AIleviated Lxpenditure I I c Agency. to,ether \�ith the property o\v ncr hug c &vClopCd concCptual exterior impruycu(cnts both the 1. Don S Drug Store(1210 \-Vest nth Street I Cu,adc and landscape area in the Spanish Colonial $20,000 architectural stoic. 1'11ysical Condition; that limit the economic ciabihty and u> of huildings. Substandard design. Il,c Agency. to,,ether kith the property omicr halve dc%cloped conccptuul cvtcrior improrcments both the I_u ade and lun(kcapc urcu in the Spanish Colonial 2. Lsperanza Ranch N'larket (12W \V'es't �) 000 arcni('cturt .talc. 5th Street) Physical conditions that limit the economic viability and us,ofhuildines Substandard dc1i1_'n. Kederclopnurnt�I,enc r of the(itr o/San Bernardino Fire-Year Implementation Plan—December 2004-2009 CENTRAL CITY WEST FIVE-YEAR NEW PROJEC'[' PROJEC"I'IONS A��encv Anticipated Project Description and Program - Project l ivc Ycai BlWhtcd Condition to be Alleviated Lxpcnditure The Agency-_ to,-,ether with the property ocvner hn�c developed conceptual cyterior improrements both the 3 luau Pollo Restaurant 12 10 and t�iaidc and landkcape area in the Spanish Colonial 1212 West 5th Street) x,000 ar hitecturul style. Physical conditions that limit the economic viability and use of buildin(s. SnbSAMUI rd design. Che Agency is planning upgrades of the existing 4� Central City \Vest Shopping Center parking lot with new landscaping including new I pgrades to Agency owned 540.000 irnW ition systern. is stop old lighting. Parkin(-, lot(1200 West Ui Street) Phvxical conditions that limit the comomic cinbility and usr olbuildin's. Inadequate parkin<-. ;VOIE: Project .Truer bcnc,ll,s infiUS11-rrctnre, imph'mc'ntecl Ilzr-orrah the Al/. FC1.11otr Corriclor project ;Irecr which borcicrs Central City Rederelupvrent Flnencl (Jfthe Citt,o/San Bernardino Five-Year Implementation Plan—December 2001-2009 29 STATE COLLEGE Sao Bernal' iuo - r�. 4 ll If �F41 F t'l !I Ft LIII \ c €RS I iL, n,BA'I F 1 ._ [ _S " STATE COLLEGE General Plan-Land Use Designations Redevelopment.lend°of the 0tl'of Scut Berarnrdino five-Year Implementation Plan—December 2004-2009 30 BACKGROUND ADOPTION AND AMEND1I'IENTS TABLE: The following Table provides infot7nation on important dates relating to State College. STATE COLLEGE Urdman c La,t [)ate I apt Date Inne I unit o Receive Pro cct \rea Dtic \do�tcd Pto ccl I- �u,mon KeCetcncc �— I I Incut Ucbt f.mincnt Dumnn 1 x Incr. Ptc Debt State(olle� 30(,7 04 17 � 0-1 '7;�U10 � 04 � (110 � (I-1 � �Olo � }i 1-11 ' 0?0 STATE, COLLLGL ANIE:NDIIE-N CS D.itc Last Dllc i unc Linut to Anicudmcnt Ordurutcc — — t toIco Adoptcd tticcti c Lvptrilloll Incur Lrotnent Rccct(\cTts — �— _ -- — Debt Dom nn Inc,Pay Dcbt St tc(ollc,c 3067, 27 1010 D oti -181970 04 7-010 010 2004 01 0-1- )9 04 27x2020 I MC 560 I'OR 1986 01 0'3193 2' dlnl nt M 72? 04 0 1 990 05 02 1990 � `�Anunchncnt �7( 925 I??0 1094 01 19 1995 41"Amcndmcnt NIC-1 146 06 16 '_0013 0 7 16 200 114 27,10 "' \maulnxnt M(,-1 133 1 (11 10013 1 01 X007 i 04 1010 ACRE CABLE: The following Table provides information on total -ross and vacant acreage relating to State Collcgc. FSTATE COLLEGE' Protect .1rca Crtoa� 1uut e I Vacant Actc t�ge Petccnttue O crca�(e -_- State C ollcc 2576 1761 - 68 I otal (Moss lcica c ?576 - I oral \ avant Acrcawc �— I,61 68`0 N(,1,- I'ii_AI dr i nj(cd v.leant 1,;Ae--t 1),1,M u i cn:I"of n Vc1,0 Am non t.uul I 1;,c61�m lu h,i%c,i,rm u,�odc 11111,1111tllioll obt.iincd lioin C(its GENERAL DESCRIPTION: Located in the northwest section ol' San Bernardino, State Colle-c consists of single and multi- family residential, open space, recreational, commercial and industrial land uses. Adjacent to the Interstate 215 Freeway at University Parkway is the 350-acre State College Business Park. The hnS111eSS park development includes: C&M Fine Pack, the Sun Publishing CO., Prime Line Products, Corr Tile, Wal-Mart, to name a tcw with vacant land available for future development. With the business park having access to Interstate 215 and Interstate 15 freeways and the A.T. & S.F. and Union Pacilic railroads, the park is ideal for manufacturing, office and distribution. Located in the project area at the base of the San Bernardino Mountains is the campus of CaliFornia State University San Bernardino. file campus otters more than 70 traditional baccalaureate and master's degree programs along with a wide variety of education credentials Mid certificate programs to a student body of 10,000. CURRENT CONDITIONS: At the time of plan adoption, State College was intluernced by detrimental physical, social, and economic conditions that were negatively impacting this area of San Bcrnarclino. Since that time, the Agency has initiated a nunnber of pro'ects in the Project area. The original blighted conditions have been partially eliminated. As a result of Agerncv activities, the area is now Redevelopment I,-ency of the(it),ol'San Bernardino Five-Year Implementation Plan—December 2004-2009 3� Characterized by the development of several new business parks, which serve as a magnet to induce housing, marlutacturing and retail commercial development. PROJECTED ASSESSED PROPERTY VALUES TABLE: The Agency has projected the Project Areas assesse,A property values ti>r the next 5 years to chart the economic condition of the real estate market in the Project Area. The value includes the land values and building imprOwements. Initial data to determine the projected values was obtained from the San Bernardino County's Assessors Office. STATE COLLEGE EGE PROJECTED ASSIE?_SSED PROPERTY VALUES FISCAL E-.nR PROIEC I AREA = State Coll Ue 004 2005 $609.461.865 .005 2006 5621.651.102 -2006-2 007 - 5631.084 124 - — - -- - - - 007 2008 $646,765.807 008-�00`) 5659 70l I2 1011.t S, 1iIA6-4 01 PROJEC'T'ED NET TAX INCRIENIENT TABLE: The following "Fable indicates that the gross tax Increment projections for the next five (5) years are conservative and total .$31.376,281, and $23 inlikon in existing obligations, and a net tax increment of $1.8 million. It should be noted that a � ariety of factors influence and affect the level of tax increment available for projects. Factors that may increase or decrease the amount of tax increment available Tor projects, include but are ?.lot limited to, improved property values within the project area, improved economic conditions, Agency return on investments in public private partnerships and ERAF payments to the State of California. STATL COLLE(;E PROJEC'T'ED NET TAX INCREMENT Ei�, alYeai Grog lax Inurnunt�� [lousin pct a,td� ' Current Obltunhons �ct IaxIncrcmcnt - _ = - -- - 2004-2005 $6.010.000 $1-102J)00 ',')5,049-3-9-')------ S241 393) 2005-2006 56,130200 51,226.040 54.549.323 `-354./67 2006-2007 56.252,804 S 1-'50.561 $4.549,323 $452.850 2007-2008 S6,37 7,S60 S l—175.5 7 2 $4.549.393 5552.895 2008-2009 $6,605 -417 1.083 S4 54M9, 5 t 34 941 S% S6 275.256 S71 246 965 1.854M60 (drug.[sic iucrcmatt CsIinritcd pit 2.,,�uunial I,m 11 1 rnisin�5c1-:k,ldc i.'0",OI 610,< ras Inacm,2nt. ReJlevelopment:a encr'of the Citr of.San Berwil-clino Five-Year Implementation Plan—December 2004-2009 EXISTING OBLIGATIONS AND NENV PROJECTS TABLE: In following Table are the Agency's existing obligations and new projects proposed for the next five years relating to State Collcge. STATE 001,1 E G E FIVE YEAR EXISTING OBLIGATIONS Agcncv Program- Project Apptoutimtc Project Description and Fl%e Year Bh(-hted Condition to be Alleviated Lxpcnditure EXISTING OBLIGATIONS 1, Fiscal Agent -Bond Monitoring ' Acfutinistrati%c ctpcnditure allows for the facilitation Bond Fccs-1rustce $75,000 ofSC actin°itics. ldministrative expenditure allovys for the facilitation Bond Payments S 1X.715.000 - oI,SC acllrtttcs. 3. C'ounty Char«c 0.000 Administrati%c ctpcnditurc for the facilitation of,SC acti\itics. ldministrati\c ctpcnditure allo���s for the facilitation 1. Pas: through Agreement y ;7.350 of S( activities. >. 20 Set aside S0,275.2S6 Adnainistratire expenditure alloys for the facilitation of SC activities. Adnainistrat e expenditure allo\�s for the facilitation 6. Agency Legal Fees X250,000 oI�SC acIi\itie.. ldministrativc ctpcnditure allows for the facilitation 7. Research Marketing Services 510-1.730 of"-"(I activ hies. \dmiuistrative ctpcnditure allowS for the facilitation �. Professional Services $176.Y�0 ol,SC activitics. Proridc property maintenance operations for 9- General Operations Maintenance S20.000 bnSlnCSS occupancy; rcnxwr blight, under-utilized Acquisition Disposition Fees structure fi-i�m SC Arca. Pro%idc property insurance For husinesS occupancy; 10. Property_ Insurance Fees 5225.000 remove blight. tinder-utilized structure liom SC Arca. 1 1. weed Abatement throughout the SC Rc moyal of visually blighting condition enhancing S 10,000 Area on Agency-O%vned Properties the area as a desirable location. 12. Agerncv OPerations'salaries �t AdminisUativc expenditures allotN for the tacilitation Benefits of,S( activities KcderelopneeiN:lgenct of the CitY of.San Kernardino Five-►"car Implementation Plan—December 100=1-2004 STATE COLLEGE FIVE YEAR EXISTING OBLIGATIONS Aucncv Program Project Approximate Project Description and live-Year Blighted Condition to be Alleviated Expenditure :enx�eal of, \isually hlighting condition enhancing 1_3. Contracts'Agreements: Staler Bros the area as a desirable location. Iligh business June 2005 - Developer 5170.000 �acancics: low lease rates; high turnover rates: reimbursement for shopping,center abandoned buildings and'or excessive vacant lots. development ack of imestment and reinvestment in the project area, depreciated values and impaired investments. Removal of, v isually blighting condition enhancing Id. Notes-Loans Payable: Community 5330.000 the area as a desirable location. High business Rein Fund Loan �,acancics: 1w,a lease rates: hiuh turnover rates: abandoned huildinus alld or excessive vacant lots. 1_>. Property Maintenance Operations l'knlwyal of, visually blighting condition enhancing Shandin Hills Golt'Coutse Water S12�.000 I re arca as a desirable location. high busutess IJsaue 1.acancics: low lease rate.: high turnover rates: ` abandoned buildinus'111d or excessive \acant lots. kcinm al of, %isually blightimz condition enhancing 16. Property Maintenance 'Operations 550.000 Cl", arca as a desirable location. High business located at SOiS Hallmark Parkway "acancies: JWA lease rates: high turnover rates: abandoned huildinus and or excessive �acant lots. . S'L'ATE COLI.IFGE FIVE-YEAR NENV PROJECT PROJECTIONS Auencv Program Project Approximate Project Description and 1�i\e-Year Hliuhtcd Condition to be Allc�lated Expenditure N'cw hardware and home center will provide much needed retail opportunities in this fast groin--°img area ol'town and provide approximately 350 jobs, and in E Loves Retail (Vacant Land Not-Ili of excess of, `;;00.000 in property tax revenue and University and West of llallmark) $185.000 1;.}00,000 sales tax revenue to the city on an annual basis. I tadeyuate sire for proper usefulness and development. ('011dUCl a stud\ to address increasing the efficient of ?. University Park%rav 1-21> Free wav Nchicular traffic Ilona at University Paik%va.y I-215 Combined Project Study Report S 10.000 Ltadeyuatr puhlic infrastructure. Redevelopment.1,,,,encp of the City of Sun Bernardino Pivc-Frur Implementation Plug—December 200-1-2009 34 STATE COLLEGE FIVE-YEAR NEW PROJECT PROJECTIONS Acetic% Program ' Project Approximate Project Description and I ive-Year Blighted Condition to be.Alley sated Expenditure Based on the analysis of the traf[ic stud%, a Frcewati loop may be required at the 1-215 University �. Urniyersity Parkway Interchange at Parkway Interchange to restore and create efficient 1-215 Ramp ImprovementsiFreevVIV SM Million vehicular HOW. Loop Inadequate public infrastructure. As a result of high vehicular usage and pavement 1 Little Mountain Drive from d�th damage, this project was initiated to restore and re- Street to Brid,-,e at Devils Canyon `5 000 stripe this major thoroughtare. Crock Street Improvements Inadcquatc public inlrasllIIcture. As a result of hi«h \cllicular usage. this project vvas initiated to create efficient vehicular flow. >. University Pmkv%av Kendall Drive 0 Free I logv ing Right-burn Lane Inadequate public infrastructure. As a result of high vehicular usa11e and deteriorated UafTic signal. this project vv-as initiated to create 6. University Parkway Kendall Drive $0 etTiCient vehicular flog. I ra Ill c SI�!lml Interconnect Inadequate public inl'rasu-ucture. AS �l result of high vehicular usagc and deteriorated traffic signaL this project \�as initiated to create 7. Little NIouutain Drive and Northpark 9 efficient vehicular flow'. Bled Ne\N I raftic. Si(-,rnal LMadequate public inlrntnicture. As a result of hi(Ih vehicular usage and deteriorated LrafGc signal, this project yeas initiated to create S. Mountain Avenue and Northpark SO efficient vehicular flow. Blvd New Tral6c Siunal Inadcquatc public infrastructure. To construct a lvvo story. 55.000 square foot oCiice huildin<< on approximately I3 acres of land adjacent 9. Office Building fbr the Sun to an existing production facilU%. Additioml tax ;.000 Ncv�spaper increment of' approxinuitcly SIML000 a year plus retention o1,200 jobs. IIhc agency need to facilitate the project through the planniu1 process. Xerle�elopnu>>it;l�enct'o/the City of San Bernardino /ire-Fear Implementation Plan-December 2004-2001) it STATE COLLEGE FIVE-YEAR NENN,' PROJECT PROJECTIONS A��encv Program Project Approximate Project Description and [ ive-Year I3lizhted Condition to he Alleviated Expenditure I he merger of 2 lots will eliminate the physical condition that currently exists limiting the economic "_iability of the project. fo construct d 20,000 square foot Warehouse in the University Park land use district (intill project) 10. Warehouse West of University "'etierating an additional $24,000 per year in tax Parkway $5,000 increnrcnt. I_:Kcessiv-c vacant lots within an area developed for arhan use. 11. Industrial Development of dre old Construction of 2.000.000 square feet of industrial S100.000 facilities on the 144-acre site. Culligan�tv'ater C'nnpany property V avant under utilized land: inadequate public nfrastructure. - - Redevelopment.Igenc_t�of the Citt,of'San Bernardino Five-Year Implementation Plan—December 2004-2009 3h SOUTHEAST INDUSTRIAL PARK lor W `n - J O m �IJ f i J f L L � 11r,_J_ 1 i a _ _... i — f a f i ! -------- I E If 1 1. Redevelopment.I-ency ofthe Citr of San Bernardino Five-Fear Implementation Man—Decemher200.1-2009 BACKGROUND ADOP'T'ION AND ANIENDMEN"I'S TABLF.- The following Table provides information on important dates relating to Southeast Industrial Park. -SO U'I'HEAS`I INDIJSII'RIAI, PARK Protect Al c I )Idin mec� t)ate Plolect I ISt t)atc t nt Date I un Limit Io Kccene Rctcic_mc—j.Ad)pt�d � [ eplrati<,n 1 IUII Dcht � Gnlncm Dom un � — 1 ax Ilicr. Pay Debt SOLIttIC tit 117dUStrl d Park 3 s S �06 -1. 19-6 06 '1 -10 16 O6 1 ?01 h U 1 08 1999 06 1'20?6 5(�U'IIII' BSI INDISIRIU P1.RKA�iHI�DIIFN[S U<Itr 1_ Itit D t f imc Lumt tc, P��Ic�t lmrndtnent Oldmance Inuu Eminent Re citcIax Ac6olitcd -�- ! ttccti�r t tpiration Debt Domain Inc Pay Debt SOL10 i,t Inctu,ti III P Irk ��; U( ' 1 )76 r1 7 , 1976 00 1 2016 01-o I 'ood 01 01 1909 06 21 2026 I ' 1nxnlnunt MC �h5 12 O1 1%6 -01 08__11)87 Amcndm(nt %R _' 01(1_ Ic)90 o�o? 1990 \nxnchnent ll( () -I I' -o 1991 of 19 joO� - 4 \mcndmc nt 11( I I�(� I� 0. x(1(1� �U I U I ?00} E 06 21 '016 ACRE TABLE: The following table provides i111,01-illation on total gross and vacant acreage relating to Southeast Industrial Park. SOUTHEAST INDUS? h;IAL PARK Ptojcc[ 1)ca (boss Actea(=e v tc tnt Act et,e Pcrccnl)Leot lcrea e = SOWIIC tst Industrial Park _ 775 386 49% Total Goss ncrca,c � — 77i _ total v x )nt.lcte9,c 386 49°0 '�olc P:u, I> I .i�naiccl cacani h ;1..c.•ui paiccl a _uul I a(icr-j 1m none iwl I' r,�ls iru(i. h;ir❑icro i>r cocl Inrornuition nb�nin�,1 h,ui(615. GENERAL DESCRIPTION: Southeast Industrial Park is located in the southeast cluach-ant of San Bernardino. The Pro�ject Area is divided into two sections with the western portion zoned primarily for commercial and professional office (development and the eastern area is zoned for light industrial. The 520-acre western commerce center section, adjacent to the Interstate 10 and hlterstate 215 freeway interchange. offers a mix of professional office complexes, a restaurant row, a hotel with convention facilities, various motels, retail, commerc°al and light industrial projects. West of Interstate 215 fi-cewa_v is the San Bernardino Auto Plaza with various automobile dealerships and auto related bLIS111c,sseS. The 350-acre castcrn industrial section has Interstate 10 freeway and rail access, making it an ideal location for clistribution arld ii-ranufacturing facilities. Vacant land is available for development and the area is III close proximity to the San Bernardino International Airport (formerly the Norton Air Force Base). CURRENT CONDITIONS: At the time of plan adoption, properties within Southeast Industrial Park were improved. or partially improved with a mixture of connncrcial, industrial. and residential uses. as well as various public!quasi.-public and open space sites. 'l he Agency had proposed to alleviate these conditions by undertaking a comprchensive program Of public improvements and by providing a variety of development incentives that were itltcrlded to stimulate new development and Redevelopment.1,{ency of the Cit.),nfSan Bernardino Five-Fora•Implementation Plim—Decemher 2001-2009 38 rehabilitation activities in the Project Area. As a result of Agency activities, the area is now characterized by many successful light industrial businesses. Furtlhernulre, Southeast Industrial Park offers an eclectic mix of professional office and retail complexes. hotels and restaurants. In particular.. hospitality Lane, a main thoroughfare is known for its ability to attract many businesses and patrons. However, blighted conditions remain. and continue to impair private investment and development activity in the area. PROJECTED ASSESSED PROPERTY VALUES TABLE: 'The Agency has projected the Project Area's assessed property values for the next 5 years to chart the economic condition of the real estate market in the Project Area. The value includes the land values and building improvements. Initial data to determine the projected values was obtained from the San Bernardino C'ounty's Assessor's Office. SOUTHEAST INDUSTRIAL PARK PROJECTED ASSESSED PROPERTY VALUES I ISC_\I Y I .�R PROJI ('l �Rt A Southeast InduStr]tl Park Project 2004-2005 S3i4.521.8 i> 2005-2006 S)61.612 13 -2006-2007 S 368.844 »9 2007 '008 $ 6.221 450 --- - --- 2008 -1009 X83.74 8i9 U1 1I 51 844 946.0 i 5 PROJECTED NET TAN INCREN'IENT TABLE: The following Table indicates that the tax increment projections for the next five (5) years are conservative and total S 18,5 34,544, and S13) million in existing obligations with a net tax increment of S 1.1 million. It should be noted that a variety of factors influence and affect the level of tax ]ncrelllellt available 1()r projects. Factors that 111aV InCt-CaSC Or dCCreasC the a11101111t Of tax increment available for projects, include but are not limited to, improved property values within the project area, improved economic conditions, Agency return On investments m public/private partnerships and ERAF payments to the State of California. SOUTHEAST INDUSTRIAL PARK PROJECTED ED NL T I AX INC REMEN I Fisc11 Ycat (,rosy lax Increment* Ilousing, set-wide Current Obligations Net Lax Increment 2004-20(),-------[ 83.600 000 $720.000 $2.77 5106.893 2005-2006 S3.672.000 $7,4 400 s1773,107 107 5164 493 ,1006-2007 S-,-745.440 S i-49 088 S2 i 73 A 07 s22, 245 ',)()()7-')()0s 53.820.348 8764 070 82.773 107 $28 171 2008 2009 53,896.756 x,779,X51 } 8�-773 107 5344 298 l OCA L 818.M)4 - 746.909 Sl i.s65 5>5 rr 81.12? 100 --- --- .544 -- - EXISTING OBLIGATIONS AND NEW PROJECTS TABLE: In following Table are the Agency's existing obligations and new projects proposed for the next five years relating to Southeast Industrial Park. SOU THEAST INDUS' RIAL PARK FIFE-YEAR EXISTING OBLIGATIONS :lgcncy Approximate Project Description and Program ' Project Five-Year Bli,opted Condition to be Alleviated FApcudilure EXISTING OBLIGATIONS 1. Fiscal ./\gent Bond Monitorini, Administrttiw expenditure allowS for the facilitation Bond Fees Trusty _ 1,140,000 I SIP activ itics. \dminiStrati�e cxpenditurc allo\�S for the facilitation 2. Bond Payments $12.625.000 n1'SIP acli\itteS. Administratirc expenditure allows for the facilitation 3. County Charges �5U,000 fSIP acti\itieS. \dministramC expenditure x1110 S [or the facilitation 4. Pass-through ,lgrccments 521)6.425 &SIP �tcti\itics. :Adtllinistrattvc expenditure allovN°s for the facilitation `�. 20", Set-aside X3.716.909 ,diSIP activities. Administrative expenditure allows for the tacilitatiou 6. agency Legal Ices 52005)00 ()fSIP activities. Vdministtamc cxpenditurc allo�t�S for the facilitation Research Marketing Services S5.08S of SIP tctiN itics. AdministtatM, cxpenditurc allov�s for the faClhtation H. Professional Services 5173.415 f Sit) activities. 9. General Operations - M iintenauce Ptov ide property maintenance operations for Acquisitton Disposition Fees $20.000 FL.UnCSS occupancy: remove blight under-utilized structure trom SIP urea. 10. %Veed Abatement throughout the Penxival of visually blighting condition enhancing Southeast Industrial Park Area on 510,000 t!uc area as a desirable location. Agency-Owned Properties Administrativ c expenditure allows (or the facilitation 1 I. Agency Operations 545,420 of SIP activities ulministrative cxpenditurc alto��s for the Ftcilitanot 12. Salaries and Benefits 565.170 of SIP tcti\itics I<:cimbursrment. Rehabilitation and reuse of vacant 13. Hyundai PARS-Through $,25.000 Store 40 nc�� jobs and excess of 5200.000 i❑ salrS tal'� relcmie per year. Redevelopment.l-encr of the City of San Bernardino hive-Fear Implementation Plan—December 200-1-2009 40 SOUTHEAST INDUSTRIAL PARK FIVE-YEAR NE NN,' PROJECT PROJECTIONS A��ency Program Project \nUctpatcd Project Description and Fiv e fear Bli,htcd Condition to be Allevtatcd I:xpcnditurc As a result of a deteriorated sewer main line and con,tructioniPoPulation growth. this project �N'as 1. "E" Street Seger Main Replacement imitated to restore and provide adequate sewer ( unts Lane to Mckav Drive) �0 system. h Inadequate public infm,tructure. to construct six industrial buildings ranging in size From 13,000 square fcct to 218,000 square feet on htdustrial Building- Northwest and approxinaatcly 5 acres of land. 5350,000 in Soutimest Corners ofOrange Shaw $x.000 additional tax increment per year. Road and l ippecanoe A�CIIuc l imination of stagnant property values which result i in impaired imesUarernts. ConStluctloIj of 3 concrctc tilt-up \yarehouses. Building A IS a 27.000 square feet. Building B is a 3 WVarehouses - Northmest Corner of ?3.000 square lect and Building C is a 14,000 square 1 tppecanoc and San Bernardino 5 ,000 feet. S43,000 in additional tax increment per year. r\ycnue Himination of stagnant property values Which result iu impaired invcstnaents. F 10 construct a ?1.000 square loot. tvw story office building on approximatcl_y 1.3 acres. Resulting in an q. Office Building South Sumcest 5 .000 additional 53>_000 per year in tax increment. Court Himination of stagnant Property values which result j itt impaired inv cstments. 1 u cOmstruct an 81.000 square loot sclf-stonwe litctlity \\:ith onsitc manager apartments on Self-Storage facility— Last Side of' approximately > acres of land generating C Scxath"E Sheet_ North OfthC Santa 5 .000 approxnnately $101.000 per year n new tax Ana Flood Control Channel increment. 1:linaination of Stagnant property values N-Bich result n impaired im esttnernts. l o construct an 5 .000 square loot metal storage facility at an existing steel fabrication facility. !a. Storage Building South ylount�tin Itcsulting in an additional 590.000 in tax increment 5 .000 Pet ",car. A%enuc _ Hitnination of stagnant property aluc, Nhich result in impaired imcstnacnts. liecle veloptnettt,l-ettcy ul'the Cit}'of San Bernardino /ive-fear Implcmentation Plan—Decenthcr 2004-1009 4/ NORTHWEST ca i v m,v er, i E Ef F.<,Ft t..?sI a r:��� \ �� ti� x„ �M 1h ERCi t F r C t �FF ( k' `ir Or RG�- 7 t 5 Rte -FP.n Subarea B� i r n u, L.. `b Subarea A o — s 473,MUM JIM Mai lmu-�"u a 4-afrl'n 0 _ x I i x t .- r . •.T --.� _ r NORTHWEST General Plan-Land Use Designations Redeye/opnrcnt.1�enct'ofthe Cit.),ofSnir Reynal•dino five-Fear Implementation Plat—December 200-1-2009 42 BACKGROUND ADOPTION AND AMENDNIENTS TABLE: The following Table provides information on important dates relating to Northwest. N0RTHNS'E ST Projcu Area Orden uue [)lte project La t[)ltc l »t Uilte 'I t, Limit I o Recm e -..-Retcrence � rAdopted- � Espu ri)on Incur U�ht Eminent Ik�m tin �— lax Ina P t� [)ebt �o�tht�Ott I S9 Oi; UG I9C' 0 U6 �(1 ()-1 UG O 08 (171 1094 U?; U6 �03� NORTI-INVESY ANIENDNICNI S I)atc I lit[)rte rune l rout to - ;Amendment Oidinmirc Inu)t Eminent Rccu\c I u 1cloptu1 L IlrcI[v Ee1u)ation Debt � Domain Inc P ay Debt Nortimc.t N1 C' 119 1 U 06 19v Oti()7 19 U�Ob 202? OI ill 1001 (1 S 07'1994 U6,�0 - - --I" -,)" I' 20 1904 01 19 IO9� - - -- - -- � 4mendment MC I1S, I'UI _00� 01 0l 2001 0706 '02' ACRE TABLE: The following table provides information on total gross and vacant acreage relating to Northwest. N0RTII«VES"h - — Prolcel Arca Glo�ti lcleaw'c V)cant lclvatL�c Perccnt)�-,e of Acreage - _ Northmest 1 3s 7>0 L 60') - _ 1 ottll Gross Actca!c I otal V scant Acreage 750 %ot"-PJIc"l,&'Iu11ol,d c.icmll t), A- .oi p,ir:cl u"—,I, I it liem) A11� nou1 1"11-1,fold t1l 11 i%l a/�Jll u11•ende. Inl'r111,11in11"IIIJI]ICII 1111111((,IS GENERAL DESCRIPTON: Located in the northwest quadrant of San Bernardino.. Northwest is divided into two sub-areas: Sub-Area A and Sub-Area B. Sub-Area A consist of 940 acres is located "cnerally south of Cajon Boulevard, north of Seventh Street and west of the Interstate 215 Freeway. The area focuses on commercial corridors along portions of lIighland Avenue, Baseline Avenue, Medical Center Drive, and Mt. Vernon Avenue. Sub-Area B consist of 560 acres is located north of the Devil Creek Diversion Channel, south of the Interstate 215 Freewav, southeast of Palm Avenue facing Cajon Boulevard. The area is designated for industrial uses with land available for development. A bridge was built connecting the industrial area to the State College Business Park allowing both areas better access to the 1-15 and I-215 freeway interchange. Northwest has a 21-member Project Area Committee (PAC) that is elected by residents, businesses and owners within the project area boundaries. The purpose of the PAC is to advise mid provide guidance to the Redevelopment Agcncv on the development matters that may affect the. residents, businesses and organisations affiliated with the project area. Redevelopment,Igency of'the 0 1,of San Rcrnardino Five-Year Implementation Phan— December 2004-2009 43 _CURRENT CONDITIONS: The Northwest Sub-Area A has seen sporadic dev e'.opnlent and still faces physical, social and economic conditions, which can negatively impact the area. Several recent projects include: the new 15,000 square toot Walgrcens pharmacy to be built on the southwest corner of Mt. Vernon Avenue and Baseline Street with the relocation and %videning of the corners with new traffic: signals, a new elementary school is being built adjacent to the phar711aey. A project that should initiate considerable economic development in Sub-Area A is the extension of the I-210 freeway from the City of Fontana to 1 tighway 30. The public project is currently under construction and is scheduled to be completed b_v 2009. Freeway site plans illustrate vacant parcels adjacent to the new 1-210 freew<1.v for possible commercial or industrial development. Sub-Area B has seen a significanl. amount of interest as compared to Sub-Area A. This area, which is designated for industrial rises, has available land for development and has recently seen the completion of the Maim a tilc and grout mans-ILcturi110 plant and lligllway Auto Recyclers state of the art indoor- auto dismantling facility. In addition, Alere Distribution has proposed a 550,000 square foot distribution center and Pacific Coast Steel a 94,000 square foot steel manufacturing plans for Sub-Area 13. PROJECTED ASSESSED PROPERTY VALUES TABLE: The Agency has projected the Project Areas assessed property values fur the next 5 years to chart the economic condition of the real estate mark,.-1 in the Project Area. The value includes the land values and building improvements. Initial data to determine the projected values was obtained from the San Bernardino ('ountv's Assessor'; Office. NOR I HNV EST PROJECTED ASSESSED PROPERTY 1 SAL UE S PRO1FCJ AREA FISCA[ YFAR Northwest Project (lot 'o0� Sts 352.960 00 .2006 S 192.120 019 _006-2001 S195.962 420 ?007-2008 5199.881 668 - 2008-2009 1 S20 3.879 301 5980.196.368 PROJECTED NET TAN INCREMENT TABLE: The following Table indicates that the tax increment projections for the next live (5) years are conservative and total 58.378.505 and existing, obilgations of S6.4 million and a net tax increment of 5287,(-.,29. It should be noted that a variety of factors influence and affect the level of tax incremeIt available for pro)(.'cts. Factors that may Increase or decrease the amount of tax increment available for projects, include but are not limited to, improved property values within the project area, improved economic conditions. Agc;lcy I'eturn on investments in public private partnerships and FRAF paynlcrnts to the Statc of Calif,>rnia. Redew clopm nt.1,encp of the Citr o/'.San Bernardino sere-rear hnPlemett tit tion Phut—December 200.1-2009 44 NUR THWES I NET PROJEC I E D rAX INCREMENT GIOSS l �x Fiscal Ycar llouvng Set tstdc* Current Obli ttions Net Fax Increment InCTCmtnt� 2004-2005 $1.610,000 S32 $1.4 (S 134.990 2005-2006 SL642.200 S 328.440 1.24-7,99� $65.565 2006-2007 $1,675.044 S;35.009 S L247.995 $92.040 200-1-2008 bl 708.545 S341,70() $1.24 993 118,84 1=2008-2 Sl.742.716 S 348.543 S 1 247 995 S 146.178 I O 1 AL SS ,75,50 S 1.675 701 56,414 975 5287 6�9 - - - (no..Lis uxrcm�n� :�insiid at _ L ainui,il,rt:��Ih I luu>im Sc�a:.id i _II ,of(nu.:11i�Inurmcni. EXISTING OBLIGATIONS AND NEW PROJECTS TABLE: In following Table are the Agency's existing obligations and new projects proposed for the next five years relating to Northwest. N0RTIINVEST FIVE-YEAR EXISTING OBLIGATIONS �pp�oxim�itc Projcct Description and Program Project Fivc Ycar 111i'-hted Condition to he AIICfated F:xpcncliturc EXISTING OBLIGATIONS 1 1i�cal Agent Bond Monitoring Administrntivc expenditure allo���s for the facilitation Bond Fees I rustec S22 500 of Nw activities. \dminisn-ative cspenditure allows for the facilitation 2. Bond Payments S 3.700,000 of Nw activities. Administrative expenditure allows for the facilitation 3. County Charges 520,000 of N\ activities. Administrative expenditure allows for the facilitation 4. Pass through Agreements $206.425 of N\V activities. Administ ati\c expenditure allows for the facilitation 5. 204b Set-aside $1.675,701 of Nw activities. -- Adminisu ctixe expenditure allovvs for the facilitation 6. Agency Legal Fees $1 55,000 of NW activities. ldministi ativc cspenditurre allo���s for the facilitation 7. Research Nlarketictg Services 53.210 of Nw activities. \ciministratINe cxpenditure allows for the facilitation S Professional Services 569,995 ofNw aeti�;ties. Provide property maintenance operations for 9. General Operations Maintenance � 520.000 bUSInCSs occupancy; remove blight. under-utilized Acquisition Disposition Fecs structure fro My' :yrca. 10. AViced Abatement throughout the N\V RCmOCad of visually blighting condition enhancing 510.000 Arca on A, -Owned Properties the area as a desirable location Keelevelopment.-lgenca of the Citj-of San Bernardino I,ivc-Fear Implementation Plan—December 2004-200) 5 NORTHWEST FIVE-YEAR EXISTING OBLIGATIONS I Asencv Program Project Approximate Project Description and Five-Fear Bliullted Condition to be Alleviated Expcncliture EXISTING OBLIGATIONS 11. Agency Operations $2 8,67 Achninistrative expenditure allov�s for the facilitation > of N\\% activities Adntinistrati�c expenditure allows for the facilitation 12. Salaries and Bencf7ts S4 1,140 of NW activ hies l3. Northwest Pro�jec.Area Committee 52 50000 Administration Expense necessary to implement the Administration Fxpenses . _icti%ities of the NW Area. 14. Contracts Agrccments: Rio Maras I nck of' Imestment and reimestnent in the NW Land Sales 1 75.000 \rca. Lack of imestnent and rcinyestment in the N\ I5. Contracts Allreemenls: Mapei 5 ;00.000 \rco. Novv manufacturin-, facility and central sales f'()r the est coast on acant. irregular shaped parcel. NOR'I'HNVf:ST FIVE-YEAR NENV PR(]►JEI"'I' PROJECTIONS A��rncv [ ro"ram ' Pro ,Approxintatc Project Description and Fiye-year Blit htcd Condition to be Alleviated Lxpenctiturc NCyy dlStlbtttlon ficility of approximately 872,000 square fCel on 50 acres. This center is a Potential point of sale, vd$ich could generate approximately 1. Akre Distribution -North of 1.000.000 per annum in sales tax and an additional University Parkway and West of 420,000 ;50.000 in tax increment lbr the Agency. Potential Hallmark Parkway cmploymcnt is estimated to be 250 persons. I_:limination of stagnant property values Which result in impaired imestrnents. NCie ananutacturing lacility of approximately 76,000 square feet vv ill generate approximately $100,000 2. Pacific Coast Steel - North of additional tax increment per year and employ 140 University Parkvv<ty and Fast of $25,000 nc�r joh hire.;. Hallmark Parkveav --- - 1.11mination of stagnant property values which result in impaired imcstmcnts. Redevelopment.I envy of the C'itY of San Bernardino Five-Year larplementation Plan—December 200-1-2009 46 N0RTIIWEST FIVE,-YEAR NEW PROJECT PROJECTIONS lgency Program Project Approximate Project Description and Five Year Blighted Condition to be Alleviated FXpendtturc I o construct a 15,000 square Coot retail building ith drive-01111 pharmacy bringing a much needed 3. Walgreens Pharmacy Southwest national retailer to this severely blighted Corner of Baseline Street and Mt. 510,000 neighborhood. Project will generate additional Vernon Avenue `--2.500 per annum in tax increment. Plivsical conditions that prevent the economic viability caused by inadequate lot size. The existence of inadequate public improvements in order to accommodate .lmapola Restaurant =1_ Southwest Corner 01'13aseline Street expansion and new Walgreens Pharmacy. and Mt. Vernon Avcnuc. Street 5170.000 Approximately 34.000 sq_ fl. new construction in Widening and FXistrng 1 rdtic Signal traditionally blighted arca on the yV'estsicle of,town. Modification Inadequate public infrastructure. 10 construct a 250.000 square foot warehouse �. AVarehcnrse Building, North side of facility situated on 6 acres. generating approximately Industrial Parkway between 5300.000 per annum additional tax increment. �;5.U00 University Park%%ay and Palm Avenue }aimination of stagnant property values which result in impaired investnrarts. AS a result ol' high vehicular usage and pavement (�. Medical Center Drive Pacrmcnt damage. this project was initiated to restore and re- Rehabilitation from 13asclinc Street to >,000 strip this major minor ttxoroughf<are. I li( hland Axenuc lnadrquate public ill astructurc. Approximately 22 acres of vacant land, hiture development of 23.5211 sq. it. commercial area and 1.753 sq. Ft. drive thru arca. New construction in traditionally blighted area of' the Westsidc of town. 7. Medical Retail Food Commercial S 10.000 Property placed back on tax rolls %vill provide Development additional tax increment revenue yearly. Generating $35,000 in tax increment per year. Physical conditions that prevent the economic viability causcd by inadequate lot size. Redevelopment-igency of the Nita of-Van Bernardino Five-Fear lmplementwion Plan—December 2001-2009 47 TRI-CI7"Y ------� � 7 F I�lr CBt L- L--- J W Redei,elopment,1-ency ofthe Cit.),ofSan Bernardino five-}'ear fill plementation Plan—December 200$-2009 4S BACKGROUND ADOPTION AND ANIENDNIENTS 'CABLE: The following Table provides information on important dates relating to 'Fri-City, CRI-CCI'Y - -- - - - ---- - - - - - a- Oldmvace D ttc I'to�ect Last D)at L a,t Date Lnnc Limit I o Reecne Pu�jcct lea -� P -� 1 — _ Kctetcnce \do fed I.�x�ir ilton Incur Debt Lmmuat Dom un 1 ax Incl. Pay Debt 1 i Cit\ ---= S3 06r'(1 I9S f)6 ?U -0--- ?3 ?0 '0'3 (17 '0 1()95 06, �0'�Q>i — l RI CI I1 ANil NU1IH N 1 S - - - - Datr Last Date 1 im -rout to I — 1)"ulect � -- lmcmlmcnl ordinance Incur Fnaincnt Rc ivc' lax \d()ptcd [ ffcctic� Lxptrattun Dcht Dom un Inc Pay Dcbt TI u ('its O6 U 0?3 Ol 01 X004 07 20 l 95 06?0.21)3 i I �muxlmcnl ti1C 9 f, 1-2 2 199 t 01 l�a 199 iAmcndmcnt ti1C I 15s 12 01 ?00; 01 U I '_O(I t 06,20 023 ACRE 'CABLE: The following table provides intormatloll on total gross and vacant acreage relating to TIi-City. IF G 'I'RI-( ICY Prolcct Area � Gross Acica,�r � � I ant �ueag � Pc�ccnti�c Ut lcrea«e - - r tri-City 3 0 191 1 51Fo� otal C,loss Ac tease 330 � 1 otal Vacant Acte(agc Not, I.u�<Is do ,!n.ilal I,- tilt be A--"I pmcd u,:roil" ,I a(irn) \m rn,n t,\.d P;llC I.lull to kli ,n/Clo 11-uulc llom((il", GENERAL DESCRIPI ION: Located in the southeast quadrant of San Bernardino, Tri-City is divided into two sub-areas. Sub- Area I consists of 95 acres and is generally located west of Del Rosa Avenue and north of Sixth Street to Baseline Street. The area is /oned for residential development. Apartment units occupy a 12-acre site, with the remainder of the land owned by the San Bernardino Unified School District. Sub-Area tl consist of 2S; acres is located between Waterman and Tippecanoe Avenues. north of Interstate 10 freeway. Sub-Area lI includes the Tri-City Corporate Center, a mix of office, light industrial, retail, commercial and restaurants. CURREN'C CONDITIONS: At the time of plan adoption, properties within Tri-City were identified as detrimental physical, social, and economic conditions that were negatively impacting this section of San Bernardino. The Agency had proposed to alleviate these conditions by undertaking a comprehensive program of public improvements and by providing a variety of development incentives that was intended to stimulate new development and rehabilitation activities in 'fri-City. The original blighting conditions have been partially eliminated from 'Fri-City. As a result of Agency activities, the area is now characterised by many market driven commercial projects. Several nationally recognized chain retail stores and businesses have located in Tri- City. however, h1 Whting conditions still remain, and continue to impair private investment and development activity in the area. Berle relopmenl:l�=nnc} of the Citt,of Sun Bernardino Nve-i ear Implementation Plan—Deceinher 100-1-1009 49 _PROJECTED ASSESSED PROPERTY VALUES TABLE: The Agency has projected the Project Areas asse,sscd property values to he 8960,737,879; and given the current obligations of$7.3 million, there is a negative net tax increment of($59,486). The lack of resources will limit the develop opportunities that the may undertake over the next Five years unless the Agency is able to negotiate performance base contracts with prospective developers or investors. 'file includes the land values and building improvements. Initial data to determine the projected values was obtained from the San Bernardino County's Assessors Oft-ice. TRI-CITY PROJECTED ASSESSED PROPERTY VALUES - _ I ISCAL Y FAR -- - PRM Cl AREA --_ I ri-C rty - 2004-2005 S 184.613 X 15 - - -- - - - - ?005-2006 - 51-4.306.125 2006 2007 519?.072.247 - — �007 2004 S t 9-5,913692 - - 2004 X009 $199,U 1,966 5960,737,879 PROJECTED NET TAX INCREMENT 'TABLE: The following Table indicates that the tax incrernenl projections for the next Five (5) _years are conservative and total .89,107,070. It should be nolcd that a variety of factors influence and affect the level of tax increment available for project. Factors that may increase or decrease the M1101-111t of tax increment available for projects.. include but are not limited to, improved property values within the project area, improved economic conditions, Agency return on investments in public/private partnerships and FRAF payments to the State of California. TRI-CITY PROJE,C I E D NET TA X INC RENIENT 1 ttcal Year (toss lax Inuenient i IIoutiim, Sel tsidc� ' �-Cwrent(�blt mIOns Net Tax Incremcnl 004-2005 11 750.000 50.000 51.647,020 ($247,020) � -- -=- ---- t - - -- -- - ( -- 200 X006 - 41 7 S5 000 ti>>7.000 S I A6� 020 �>34 020) 2006-2007 - -- - - - - - >44 >Z7 006 007 S 1.820,700 3 64.14 0 5 .4 L 034 2007-20 04 51 R�7 l l4 S 371 t2> 51 412 034 S'7� 657 -� I 200- 2009 �l 894-15 6 4374 >I 51 41 2 W4 S 10>3 71_ -- I O1 1L l9 10�.O i0 j LRZ l 41 1 I S'7.)45 142 4 86) Gtus�l,i.� increment caiuiatcd tit ;>❑nnutl����n�th 1l�w;in�Set-a lick 1,1 of GIOSI roe IIIIAC111clit. Redevelopment lgene y of the City of San Bernardino Five-KIM-/mplementation Plan—December 200-1-2009 50 EXISTING OBLIGATIONS AND NEW PROJECTS "CABLE: In following Table are the Agency's existing obligations and new projects proposed for the next five years relating; to Tri-City. TRI-CITY FIVE-YEAR EXISTING OBLIGATIONS AL'Cncy Program Project Anticipated Project Description and FivC-Year Bli-kited Condition to be Alleviated F:xpenditurc EXISTING OBLIGATIONS 1, Fiscal Agent Bond Monitoring Bond Aclministritivc expenditure allo%,vs For the facilitation 5_0,000 Fees�hrustce of VC, activities. Administrative expenditurre allows for the Facilitation 2. Brnld Payments of FC activities. Administrative expenditure allows For the Facilitation 3. County CharLcs S2,,00(1 oCIC activities. Administrative expenditure allows for the Facilitation 1. Pass through:agreements ?7Z.1>ll of FC activities. Aclrninistmovc expenditure alloxhs For the Facilitation ZO°i� Set-aside I.8-1 I.11 1 of IC activities. AdministratiNC cxpenditurc allows for the Facilitation fi. Agency Legal Fees h,?0.000 of 1�C acticiUcs. Administrative cxpenditurc alloy-s For the Facilitation 7. Research Marketing Services of, C activities. Adininistrativc expenditure allows for the facilitation Professional Services $44265 of l C' activities. Provide property maintenance operations for 9. General Operations Maintemmcc $20,000 buvness occupancy_ remo��e blight. under-utilized Acquisition Disposition Fecs structure liom TC Arca. 10, W'eed Abatement throughout the Tri 510,000 RCIIIMal of visually blit-)htin�(, condition enhancing City Arca on Agency-Owned Properties the arca as a desirable location. Achninisn-ative expenditure allows for the facilitation 11. �ygencv Operations 57,�7> of FC activities Administrative expenditure allkms for the lacilitation I?. Salaries and Benefits 510,�7> ol�l�C activities Lack of investment and reinvestment in the FC Urea. Site was an old garbage dump site with carious types I;. ContractsAgrecments: Costa, 5�7>_000 of xv-rite to include organic, non-organic and hazardous. RCMCdiation of the site Will eliminate a blighted area to allow liiturc development. Redevelopment,,lgcncy of the CitY of San Bernardino hire-fear Implementation Plan—December 2004-2009 ,1 TRI CITY FIVE-YEAR EXISTING OBLIGATIONS A,encv Program Project Anticipated Project Description and Five-Year- I311,ghted Condition to be .Alleviated Lxpcnditure I )ck ol'imestmcnt and reinvestment in the TC Area. 14. Contracts%Agreements: ECOM Brovv nfield site. Blight elimination of a former 9.2 Summit, LTC (formerly BP 9 190.000 acres waste dump site. After remediation, the Cahforma) property will be divided into 2 parcels for future development. Lack of investment and reinvestment in the Iri City 5. Contracts Agreements: Rancon Lease 599,97.7_ Area. TRI-CITY FIVE-YEAR NE\1' PRCIJEtCT PRO.IEC"['IONS A��cncv Program I rojcct Anticipatud Project Description and I Ive-Year Bli.,hted Condition to be Alleviated 1:xpcnditum he construction Of'a 4 story 105 room hotel on 2.3 cres on the former BI) California site at the northeast corner of `vVaterman Avenue and I. I lampton Iun - Northeast Corner of �.-,.nderbiIt. AVill generate $58.000 a ycar in tax Vanderbilt and Waterman W000 ;ncrement and 5237.000 ul I rnnsicnt Occupancy -1-ax �r the City �3rovynlield site. Plivsical conditions that limit the eonomic \[ability and use of land. l_'nustruction of an office complex on a 6.9 acres on III- farmer 131) California site at the Northwest corner of Waterman Avenue and Vanderbilt. The complex ,.gill have t\\ckc (12) one and two-story buildings Summit at Fri-City Northeast Corner S97 000 rairgim� in size tiom 4.267 square feet to 15,962 of Vanderbilt and Waterman square legit. Will .-eucrate 5190,000 in tax increment a 'Deal". 13rowri icld site. Physical conditions that limit the economic v[ability and use of land. Ntnv two story. 76.000 square toot office building on LI�� southwest corner of Carnegie Wav and �. ()tfice 13uildinu Southwest Corner of I lospitality I auc. Project will generate 5120.000 per Carneie Way and Ilospitality Lane 55.000 annum in additional tax increment. g acant lot. ov er,ro%yn vcuctation, trash and debris. Rerlevelopment:�genc.t of the City ofSan Bernardino lire-Year Implementation Plun—Decenaher 2001-2009 1 � TRI-CITY FIVE-YEAR NEW PROJECT PROJECTIONS Agency Pro-ram Project Anticipated Project Description and I% fear 111in11ted Condition to be Allevcated Lxpcnditurc New 41.700 square loot training Facility will rencrate 572,000 a year in tax increment as well as provide much needed higher education for the 4 l[�I Tech Corner of Carnegie and 525.000 s pecialized labor market. Brier growing I Lack of investment and reinvestment in the TC Area. Nc�N training school on vacant parcel. New business brought into area to occupy formerly vacant 120_.000 square 1'001 Sams Club on flarriman Place. I his retailer �i-ill Generate an additional 5. La Curacao Department Store } 0.000 5300.000 in sales tax a year for the City. I)eprcciatcd,stagnant property value. Kederclopmcnt:lrencl'of the City o/'San Bernardino Five-Year Implementation Plan—December 200-1-2009 _i SOUTH VA,LLE Arm w a 0 1 CL � J - o f r7 i /e � 1 a � � 1 + 'I V Redevelopment Agency of the Citl'of San Bernardino Five-Year Implementation Plan—December 2004-2009 -54 BACKGROUND ADOPTION AND ANIENDNIENTS TABLE: "fhe following "fable provides Information on important elates relating to South Valle. SOUTH H N'ALLE Project.\rca Ordinance Date Pro1c'cl Last Date L rt Date Dime Limit To Reccice Rcteicncc \doPtcd Lcpiration Incur Dcb( IImincnt Domain Tax Incr. P)v Debt South Vatic ',S ll 01) 198-1 H 09 0'4 07 1)9 �Il'd 08 1 1 199(, 0%i O9 2031 �Ot�'I'II V.�LI,1; 11�ICNDI�IF,N"I'S D`�tc I u cct I ivt I)do Tmx Li-it to - I �mendmait (hcLnu�cc Incur Eminent Rccu��cTax \du�tcd t (leerier Pepn d nn I I)cht Domain Inca Pay Debt South t Ills ti1C i 0 04 198} �05 1-1 I i)y 1 0�U9 20-24- 07 U9 1004 08 I 1 199 6 U 'O9�?0 - - - - - I amcndmurt y4C 9 3 I 20 1 99 1 o f I c) 199 -- Amuulment y1( 1 I S9 1 I U ?00; 01 01 '004 07 O9 1121 ACRE TABLE: The Iotlowing table provides information on total gross and vacant acrea0e relating to South Valle. - - - _ (j - -- _ l-c t - �_ ro„ , ` SOUTH \' �1.-II Prolcct )cant Pcrccnt)oe oI lerea(-,e Sonth Valle 1'tolect 16 8? 38 1 otal (lion Ac rca-c i 1 otal Vacant Acreai c - —- _ - \i,ic 1" A—,-iparedu-'ode—1 Am, uun l;u, IPaic.l.1,10 lu ho,' Iosu use c,de. Inftnnaiinnibla111 d(ioln('GIS GENERAL. DESCRIPTION: South Valle Redevelopment Project Area is located ill the southern section of San Bernardino, south of Interstate 10 Freeway within the City limits. The Area is adjacent to the Commerce Center area of the Southeast Industrial Park and Sub-Area II of the Tri-City Redevelopment Project Areas. Ideal Ior commercial and light industrial, South Valle is within the sphere of two commercial and industrial centers. The project has rail service through the center, and a transcontinental truck terminal is located adjacent to the project at the southwest corner of I lunts Lane and Redlands Boulevard. The area has immediate access to the Interstate 10 and Interstate 15 Freeway interchanges. CURRENT CONDITIONS: At the time of plan adoption, properties within South Valle were improved, or partially improved 'A'Ith a mixture of commercial, industrial, and limited residential uses, as well as various public/quasi-public and open space sites. Conditions such as dislocation, deterioration and disuse t-esulting from faulty planning, the subdivision and sale of lots of irreljIlar 1`6rm and shape, and inadequate size for usefulness and development, and a prevalence of impaired investments and economic maladjustment had led to a reduction of; or lack of. proper utilization of the area to such an extent that it constituted a serious economic harden on the coil]ill Unity. Nedevelopm ell t A"Cla y of the Citr of San Bernardino Five-Year Implementation Plan—December 1004-1009 51 The original blighting conditions identified at the 1_1me of plan adoption have been partially eliminated. As a result of Agency activities, the area is now characterized by opportunities for business development and growth, as South Valle is ideal for commercial and light industrial development. Sotith Valle has rail service and immediate access to the 1-10 and 1-215 interchanges. In spite of these many features. there are however, blighting conditions that remain, and continue to impair private investment and devclopment activity in the area. PROJEC'T'ED ASSESSED PROPERTY VALUES TABLE: The Agency has projected the Project Areas assess:d property values for the next 5 years to Chart the economic condition of the real estate market. in the Project Area. The value includes the land values and building improvements. Initial �Jata to determine the projected values was obtained from the San Bernardino County's .Assessor's Office. SOUTH VALL E PROJECTED ASSE'-iSED PROPERTY VALUES PROJECT AREA Fl�,CAL `r"F:AR - - -- - - - youth Vallc _1.004-2005 $98.919.545 2005-2006 8100,897 936 2006-2007 - 5102.91895 '007 2008 -5101.97 F ?12 -- - - - - - ----- - -- - - - --- 00-2009 1()7.073,6-97 -- I Ol AL i S5 14.781,285 PROJECTED NET TAX INCREMENT TABL, ': The following Table indicates that the tax increment projections for the next five (5) years are conservative and total S4.1 1 1,191, with a current obl i f�ation of>;.I million and a positive net tax increment of S171,308. It should be noted that a variAV of factors influence and affect the level of,tax increment available for projects. Factors that may increase or decrease the amount of tax increment available for projects, include but are riot I�mited to, improved property values within the project area, improved economic conditions, Agcii:v return on investments in public private partnerships and ERAF payments to the State ol'Calih)rnia. SOUTH VALL.E PROJECTED NET "LAX INCREMENT Fiscal Yeat Gros Iax Increment: 1lousing, Sct-a ide ! Cutrcnt Obligation, Net Tax Increment -- _ -_ 2004-2005 8790 000_ 158,000 y6?3,5 29 �i8 471 2005-2006 580 .800 -�101.160 � ti6>3.52 9 - 521.1 1 1 2006-2007 5821 916 8164.38, 86> >_��9 834,004 2007-2008 'S83 S,)54 5,167.6 7 1 W13.529 847 154 2008-2009 62)5 2 9 S60,568 568 I0 1 1I_ X4.11 1 191 88" 23`, 17,645 -'s-1-7-1.308 Gros tar increment estimated❑t I 01 "*nousim Set-wide is '_O`o of Gros 1;1\ Increni rnL Redevelopment.I-ency of the City of San Bernardino Fire-Year Implementation Plan—Decenaher 2004-2009 EXISTING OBLIGATIONS AND NEW PROJECTS TABLE: In following Table are the Agency's existing obligations and new, projects proposed for the next live years relating to South Valle. SOUTEI VALLE FIVE-YEAR EXISTING OBLIGATIONS agcncv Program- Project Anticipated Project Description and Five-Year Blighted Condition to be Alleviated Fxpenditure EXISTING OBLIGATIONS I. Fiscal Agent- Bond [Monitoring Bond Sd0oo0 Administrative expenditure allows for the facilitation Fees Trustee , of SV activities. Administratke expenditure alloyvs for the facilitation 2. Bond Payments 52.090.1)OO ofSV activities. administrative expenditure alkms for the facilitation >. County Char��es S1..MOO o1,SV ac(ivities. Administrttivc expcnditure allows for the . facilitatd. Pass-through A<1reemcnts ion of,SV acti\ilies. dministrative expcnditure allovy:s for the facilitation >. )0"i Set aside' S X72 2? of,SV activities. administrative expcnditure allows for the facilitation 6. A,_encv 1_egal Ices S�O.o00 ofSV activitics. administrative expcnditure allows for the facilitation 7. Research %Jarkcting Services $9,470 of SV activities. administrative expenditure allows for the facilitation 8. Professional Services S49,965 of,SV activities. Provide property maintenance operations for ). Acquisition on Disposition\ n 1-chance Q0,000 husincss occupanc%- remove blight_ under-utilized �cquisitiim Disposition Fees structure from SV area. dministratkc expenditure allows for the facilitation lo. agency operations 544.170 of,SV activities administrative expenditure allows for the facilitation 11. Salaries and Benefits 5126,49 5 of,SV activities 12. Contracts agreemcrnts: I.a Mesa Pass 5 00.000 Lack ol'investmenl and reinvestment in the SV Area. through llederclopnrent:1�enci of the OtY ofSan Berncrrelino Five-Year/mhlemenhNion Plan—December 2004-1009 �7 SOUTH VAjL,I E FIVE,-YEAR NENV PROJE4�T PROJECTIONS Agency Program Project ;Anticipated Project Description and 1 the-fear Bli<uhted Condition to be Alleviated I:xpenditurc AS a re,tllt of high vehicular usage and pavement 1. Redlands Boulevard Pavement damage, this project �I as initiated to restore and re- Rehabilitation 1-0111 Club WA IV to Musts yl) strip this mayor thoroughfare. ,I tic The existence of inadequate public improvements. As a result of' high vehicular usage and pavement (1amage. this project ),vas initiated to restore and re- ?. Caroline Street Pavement RchahlIItatloll 50 ;:trip this miner thoroughfare. From AVaternlan Avenue to Club W'IV -- The existence of inadequate puhlic i III provcnlents. As a result CT 111111 vehrcular wage and pavement 3. Club Way Pavement Rehabilitation dlnlagc. this project was unhated to restore and re- from Redlands Boulevard to Club 0 p thi.minor thorOM-110are. Center Drive the existence of inadequate public improvements A, a result of 1111111 vehicular usage and pavement Club Center Uriv� Pa�°ement _1111lagc, this project was initiated to restore and re- Rehabilitation 1rcm I lust, Lane to Cluh S '(rip this minor thoroughfare. Wav Chc existence of'inadequate public inlprovenlents. I lcvelopment of a senior housing complex with 75 units, which will result in higher tax increment Wvenuc. while helping alleviate a chronic shortage of quality housing for low income senior,. This 5. Tclacu III- Last Commercial Road $600.000 project will gencratc approximately 555.000 per year in additional tax increment. Property I)ICvIously vacant with overgrown vcgetation. trash and debris contributing to high crime rate, Ili the area. Roat dcalership in an existing vacant 59.770 square loot buildimg on Redlands Boulevard. NVIII generate an additional y100.000 per year in sales tax for the 6. l lardin Mantle 560.000 City. Depreciated stagnant property value Redevelopment;Igency of the Cite o(San Bernardino Five-Year lntplementation Phut—December 2001-2009 UPTOWN Em mm i - i i �i I - i I T , Lm - -- CG'1 tl..,rvrr r rPA3 i /r iPF p I _ � f I ' �., Subarea"A" SUBAREA"B" ti f r ! F 1 1�S . L 1 j_ R f tau Brru�r�iau UPTOWN General Plan-Land Use Designations Redevelopment agent_'of the City of San Kernurdinn Plan—December 1004-2009 59 BACKGROUND ADOPTION AND ANIENDNIENTS TABLE: The following Table provides information on import4.nt dates relating to Uptown. U PTO�V�f Otdm uue Protect Last Date tam Date l nne 1,111111 [o Reccire Prolrct \rca Date ldoptc,j 1 Refer nee 1 yPit thou 111,UI Debt hllittCtrt Doman lax Ircr Pay Debt 527 � 06' 1 5 1966� o6 I s')026 � 06 1� 2026 � 10 0S I K 2036 UPTOWN ANIEN1),NIENTS Date Last D tc 1 imc t rout to Ptolc�t Amcidment Otdinm�c Inver Ei11 I Recci�eTax ldopt d t lluti�� I �puauon Debt Domain ln, Pay Debt I ptonn h1C �'7 06 14 19 6 07 191916 06 I4 '026 0(, I4 X006 06 I� 1994 06 &2036 - - - o — -- I Amcudiucnt �1( 9�i I' '0 1994 tl l 19 19t� �Amu�dmcnt til( I ICI I'UI 'UOZ �)I 01 2004 U6 18 201 h nmcndnxnt 19( I I43 Opt 07 2004 Llo 0s?oo4 _ACRE TABLE': The following table provides intortnation on total oro;s and vacant acrea,'e relatim- to Uptown. _ _ Pro ect rca � (Moss \cre t,�c Pc rc nt t�=e Of Acre t�rc _ -= 4= - [1 It ❑ 1 1 1 74 J �, o, _ _ I otal (tross Ac tc tt=c I oral Vacant lcieaw e 2 %' Nrlc:P.u� l<d�xi�-n.rtcd�.�rml I: A;. .. i pirccl u� ux1_ 1 Vcrul- Am nun-te I I'u:cl.I nd I,.)hm C k Int,nm.uinn ohtalm�,]11011 C GIs GENERAL DESCRIPTION: Uptown is divided into tl,vo sub-areas: Sub-Area A arid Suh-Area B. Sub-Area A consists of 348 acres and encompasses the business corridors of "I_,:'' Street. Baseline, and Highland Avenue which includes much of the City's service and retail business areas. Because of its location and variety of available space, the Uptown project 1� ideal for professional services, such as architectural, accounting, coil Sul tIrig, medical and other specialized services. The majority of the City's small to mid-sized medical clinics, dental of ices and related services are either in, or adjacent to, the protect. Sub-Area B consists 01'84 acres and is hounded by Mt. Vernon Avenue, King Street, Rialto Avenue and the Interstate 115 Freeway and is adjacent to the Metrolink C011111luter Station and Amtrak Train Depot. CURRENT CONDITIONS: At the time of plan adoption there were severe physical, social, and economic conditions that negatively impacted this section of San Bernardino. I how h some development has occurred, the irregular and small lot sizes have prevented major rcclevelopment in the area. As a result of Agency activities, the area is now characterised by active involvement by many property owners and residents. In particular, the Baseline Area Busimss Association, and the Highland Area Business Association. in conjunction with the Agency, arc working to revitalize a significant portion of Baseline Street and Ili,,hlaud Avenue res:aectivcly. flans for these major corridors include facade improvements. street 111�htin(,, tree planting. Kanner installation and other streetscape improvements. Further. the Uptown Project Area Committee has been established to provided input concerning types of projects that could occur within the area. Redevelopment, of the City oJScur Bernardino Five-Fear Implementation Plan-December 200-1-2009 PROJECTED ASSESSED PROPERTY VALUES TABLE: The Agency has projected the Project Area's assessed property values for the next 5 years to Chart the economic condition of the real estate market in the Project Area. The value includes the land values and building improvements. Initial data to determine the projected values was obtained from the San Bernardino County's Assessor's Office. UPI OWN PROIEC TED ASSESSED-PROP- RTY VAI UES FISCAL �'I.AR NROII C l� ARI.-� - - - -- Upto«n 2004-2005 51 X_),032,421 2005-2006 5158,13 3,069 2006-2007 $161,295,731 2007-2008 $164,521 6.15 2008-2009 �167.81 2 078 10-F 5806 794 945 PROJECTED NET TAY INCREMENT "TABLE: The following Table indicates that the tax increment projections for the next live (5) years are conservative and total S2,497,939 and net tax increment, after all obligations of 5240,120. It should be noted that a variety of victors influence and alfcct the level of tax increment available for projects. Factors that may increase or decrease the amount of tax increment available for projects, include but are not limited to, improved property values within the project area, improved economic conditions. Agency return on investments in publiciprk ate partnerships and I RAF payments to the State of Calil')i la. UPTONNA PROJECT PROJECTED NEC TAX INCREMENT Fiscal Year Gross I a� Increment I lousin�� t a�u1c ' � Cut tent Obit-ations �Net Fax Increment - E 2004-200S 5480,000 596.000 `422,828 (S3 _2005-2006 5189600 59i,9 2U 5122,828 (`�31 148) 2006 2007 5499.392 599.878 8422.828 (S23,3 14) - - - -- - - - - - X007 ?008 8509 X50 5101 576 $422,828 (815 ,�4) - - - - - - 2008-2009 `5 19 X67 510 3 91 �4�? � 18 (57 174) - _ 1 U I AI_ 52,497.939 5499 587 $2,114.140 1 ($115,788) (Iioss tax incicincnt cstimatcd at 2 „annual growth. I ItRUIn_sct-wide is 20"',of Gross lay Increment. Redevelopment I�enct of the Cith of Sim Bernardino Fine-Year Implementation Plan—December 2001-2009 FI EXISTING OBLIGATIONS AND NEW PROJEC'T'S "TABLE: In tollowing Table are the Agency's existing obligations and new projects proposed for the next five years relating to Uptokvn. FIVE-fir EAR EXISTING (I)BLIGA'TIONS �Agencv Program; Project Mticipatcd Project Description and live-Year Blidited Condition to be Alleviated Ixpenditure EXISTING OBLIGATIONS 1. Fiscal Agent Bond Monitoring Bond Administrative expenditure allows for the facilitation S 1 x.000 l�ecs Trustee of Ul activities. Adininistratke expenditure allows for the facilitation '. Bond Payments $1 A50.00i1 f 11 1 activities. \dnainistrati�e expenditure allows for the facilitation 3. County Char-cs 10.000 f U f activihcs. \;1u]ini�trativc expenditure allows for the facilitation 4- Pas,-throudh Agreements 1? C,?�) it'U C activities. 204; Set-aside y-19<) \.inainistrat,I e expenditure allows for the facilitation S. i\ r,f UI actikrtres. \_Inainistiative expenditure allows for the facilitation (�. Agency Le��al Fees $ 0.000 of U f acne itics. \dministiati�e expenditure allows for the facilitation %. Research Market in, Services $?1.7 0 of UT activ hies. Adnlinistrativc expenditure allows for the facilitation R. Professional Sa�vices 5d(i,060 cfU [ activities. 9. General Operations!Maintenance I'i ov ide property maintenance operations for Acquisition ' Disposition Fees 520.000 f-U mess occupancy: remove blight. under-utilized structure from UT Area. 10. Weed Abatement throughout the Ul S 10.00(1 kcillm al of v isually blighting condition enhancing-,Area cin Area on Agency-Owned Properties tilt' area as a desirabtc location. \dmmistratkc expenditure allows for the facilitation 1 l. Agency Operations 194.540 oI'UT activities �'tdnaioiStratiyC expenditure allows for the facilitation 12. Salaries and Benefits 5279 1'� of UT activities Redevelopment.. enty of the Cit.),of.San Bernardino lire-Fear Implem ell tation Plan—Decem her 2004-2009 UPTOWN FIVE-YEAR NEW PROJECT PROJECTIONS Agmncv Program; Project Anticipatcd Project Description and Five Fear Bli,_,hted Condition to he Alleviated Fxpcnditure I)evelopment of approximately 9 acres of land and 92,000 Square feet of retail facilities. This project will add S138,000 to the tax increment. 1. Neighborhood Shopping Center $2,000.000 - --- - — Northwest Corner of 2 and K Streets. Rcnxrval of �isual blight ni and around the Santa Fe Depot. Current retail properties arc underdeveloped andior cictcriorated condition due to a lack of maintenance. Dcvelopnient of approximately 100.000 Square. toot retail facility. Will �_,Cneratc $1>0.000 in additional 2 Retail Warehouse Northeast Corner ot_ tax mcremennt a year. $500.000 21"1 and K Sucets Rcmo�al of unsalc dilapidated and deteriorated StructurcS. Construction 01'a mined-usc center on approximately 1.83 acres. Mixod-usc SCrviceS will include retail. entertainment and office space to serve the needs of- 3. NIixed Use Center 2 Street, lion the area residents. This project will generate an 5371,000 %It. Vernon Aycnuc to K Strcet additional 560.000 per year in tax uleremennt. Phvsical conditions that limit the economic viability and uSC of land. As a result of 111(111 vehicular usage and pavement damage_ this project was initiated to restore and re- =f. 9th Strect Pavement Rehabilitation Strip this major minor thoroughfare. f]-om 11" Strect to Arrowhead Ayemle 57,000 (Phase I1) 1 he exiStence of inadequate public improcenients. To prepare a development Scheme for Sub-Area B to complement the completed refurbished Santa Fe Depot. S. Santa Fe Depot Area Planning 5200,000 Removal of unsalc dilapidated and deteriorated Structm'cS. Physical conditions that limit the ca)noniic viability and use of laud. As a result of high vehicular usage and pavement dama(_,e, this project was initiated to restore and re- 6. Al" Strect Paycnicnt Rehabilitutioti Sl 7.000 strip this minor thorow-lifare. from I3th to 16th -- fhe CxistcncC of inadequate public improvements Redevelopment:1,,>emy of the Cit.),of San Bernardino hive-Year Implementation Plan–Deceiuber 2001-2009 6 UPTONA'N FIVE-YEAR NEW PROJECT PROJECTIONS A-encv Nro(,�ram I roject I Antici "Itcd I'rojcct Description and - Five-Year I3lighted Condition to be Alleviated I_xpcnditurC 1 he installation of a new traffic signal at this location mll providc added safety for pedestrians and in 7. 18th Street and-l"' Street New l raffic 11 000 particular StudcntS coming to and from area schools Si�--nal - — I he existence of inadequate public improvements. Construct a 3.600 square loo: facility on a.)proximately .67 acres. Will <-encrate 56.=180 in tax increment revenue a year. Vacant building currently S. Smog Check Facility North L Street Slt)_O00 )n site will be relurbished and used as part of the operation. 1'11.sical conditions that limit the economic %iability and use of land and bU1ldin<-1. lgencv to assist interested buSIneSS owners in ,_nhancing the street [acades of their businesseS_ by 9. l3ascline Street Facade Program 550.000 h oviding a 50°„ match and architectural services. )ctcrioratcd defective dCSign or physical construction. 1�cncv to assist interested business o%%rners in enhancing the street facades of their businesseS. by providing a 50 match and architectural services. 10. Highland Avenue I acade Program 550.000 _ I)cteriorated defectiv e des1(1n or physical consh'uctio 1. 1,) assemble variouS parcelS from multiple owners in order to facilitate new dcv elopmcnt. 1 I. Land,assemblage Irregular. Snr]ll lots by multiple ownCrs. t_MIStrnCt a 6.095 square foot facility for an auto -,crvice center on 1.5 acres. Will generate 58.000 a 12. AtIto Service Center- Fast I Iighland },car in tax increment 55.000 -- - \%enue Physical conditions that limit the ecwnomic viability incf uSC of land. Depreciated and stagnant property �alueS. onstruct a 5,690 square foot multi-tenant center to •upport check cashing center. Phis will add 513.000 13. Southeast Comm—of Baseline and 55.000 wr vear to the tax increment. 1vI01-111tain ViCW - -- ["cino%al of unSale dilapidated and deteriorated -t111Ct11rC Redevelopment i;;ency o/`'Nte Cit11 of San Bernardino Five-Year Implementation Min-December 2004-2009 64 MT. VERNON CORRIDOR e� '� Sio E�xnar�ino r �. w� t I L n wr,: r I'a, I N Ct m,t. i L I J[ $II< x u PF r,j��_,; I ML Vernon Corridor General Plan-Land Use Designations Rede velopm c nt.1r enc ti•o f the OtY of San Bernardino love-Year Innplennen tit tion Plan—December 2004-2009 (5 BACKGROUND ADOPTION AND ANIENDNIENTS TABLE: The following Table provides information on important dates relating to Mt. Vernon Corridor. NIT. N ERNON CORRIDOR - - (hdtnall Du� Pto cct I t5t Due 1 ist ki C Title Limit to Recci�e I'tolcu��rca 1. � - Pcicr_cn Adam ed t�piration Incur Debt Cminent Domain 1 al ant r. Pav Debt alt �'crnon Corridor :3 06 25 1996 66 '� ZU36 If 25 2630 1 1 0I'2613 06 15, 20-40 -_ - = I- - - _ I I -_ - I NI 1. 1711RNON CORRIDOR AMENDJIENTS _ I Date 1 1st D tic I inx Limit to amendment otdmancu Iinlccl -- l Adopted I ttccli�c f tl�uatiun Incur Lnuncnt Rccu�c P;tx - — - Dcht Domain luc Pav Dcbt Mt Vemon Conidor tit( i33�0(>25 1990 ?� Ic>�)+) 06 X 203( 11'01-2013 00 25 2040 -- - -- I 'Amcndment -W 9_)1 12 2U 191)4 01 19 , Amutdmuit VI( 110 � IO U1 20(ll 11 61 _001 3 Amcndnunt MC 1 160 1 IZ 01 2110; 01 UI _'00{ ACRE TABLE: The following table provides 11A,)rnuitloll on total gross and vacant acreage relatim) to Mt. Vernon Corridor. NIT. VERNON CORRIDOR Project Area -� Gros, .V Ca,,C N tc ant Act t��e Perecntl�c of lctea e -- - - Mt. Vernon Corridor 17 � 1323 4 0 Total Gross Acrea,(c — — 177 — - -- - Total Vacant Acreage 1323 7 4; Yaicvl: acdnt by as«. r parcel ii , ­d,_of n(iuoi 111. loll 1,1,Cd Pm-1,t:ud 1,h.nc.i..ra u,c,��da==111,iin,ition o hi iinc.i 11(.111((dS GENERAL DESCRIPTION: Mt. Vernon Corridor comprisesa portion of the city, which was once a dominant and representative expt%ession of the City's cultural history being the main thoroughfare through the City when traveling; from Los An�';cles to Las Ve�-as. hale Project Area consists of the following sub areas: Sub-Area A. coast stin,_ of 1 .772 acres incorporates commercial uses along its main thoroughfares, Mt. Vernon Avenue and Foothill Boulevard. Sub-Area B, consisting of 115 acres, which are generally located south of Rialto Avenue. west of Interstate 215 freeway, north of Inland Center Drive and cast of'-Y' Street and is a coinbin Lit loll of commercial, light industrial, residential, public land uses, and residential which is predominately located along the Westside of Interstate 215 freeway between Fifth Street and Raselirle. CURRENT CONDI'T'IONS: At the time of plan adoption there were severe physical, social, and economic conditions that negatively impacted this section (rt the City. Thlou�t,h some development has occurred, there is Still much land yet to be developed. The area is characterized by the San Bernardino Valley College, the rehabilitated ol'Old Fedco Center (Hest, Market), the new Preciado Mortuary, and the recently, refurbished Santa Fe Depot. Plans for Mt Vernon Avenue include facade irnprovements, street lighting, tree plailting. banner installation and other streetscape. irnprovements. Kcdeielopment:Igcncl'ofthe City of San Bernardino hive-Year hnplententrrtion Plan-December 2004-2009 66 PROJEC'T'ED ASSESSED PROPERTY VALUES TABLE: The Agency has projected the Project Arca's assessed property values for the next 5 years to chart the economic condition of the real estate market in the Project Area. The value includes the land values and building improvements. Initial data to determine the projected values was obtained from the San Bernardino C'ountv's Assessors Office. NIT. VERNON CORRIDOR PRO_ JECTED ASSESSED PROPERTY VALUES PR01F CI- SRI F ISC nI 1 1 1R - -- Mt. `v'anon Condor 2004-200 5163.451 607 2005-2006 l 67.128.639 7_006-2007 $d 70,471 212 2007-2008 $1 73.880 6>6 - - ------ - -- - - - -- - - 2008-2009 - 5177 358 249 PROJECTED NET TAX INCREMENT "TABLE: The following Table indicates that the tax increment projections for the next five (5) years are conservative and total $3,590,788 with a nct tax increment of S240. tier which the Agency kN ill utilise these funds to carry redevelopment activities in the project area. A variety of factors ,nlluencc and affect the level of, tax increment available for projects Much may increase or decrease the amount of tax increment available for projects, such as: improved property values within the project area, improved economic conditions, Agency return on investments in public/private partnerships. NIT. VERNON CORRIDOR PROJECTED NF.I 1 AX INCREMENT Fiscal al Ycar (nos,; I ax Increment' j I lousin< SCt-a,tdt " I C ur1ait Obh tuon> Nct Fax Inclement 2004-2005 5690,000 51;5.000 5526.50 825 498 200-2006 870),800 8140.760 '526,50' 536 538 2006-2007 8717 876 S526.502 547.799 2007-2008 S732-234 ` 146.447 5526.502 859.285 - - --- -------- - - -- --- - - - --- -- --- - --—- --- 2008 2009 $746,878 5149 376 852(i>02 $71 000 1 10 A1- 53.590 188 5718,158 5' 632 510 8240 1a0 - - - --- �os,tl\ uuremeM estimated a1 2 6 annual 1,1kMth. IIIIU11111 Scl-a idC 1s'0 „ It(310-ln\ h1aimenl. lt�development A�encp of the('its of.San Bernardino /Fire-bear Implementation Plan-December 2004-2009 07 EXISTING OBLIGATIONS AND NENV PROJECTS TABLE: In following Table are the Agency's existing obligations and new, projects proposed for the next five years relating to Mt. Vernon Corridor. AI T. VERNON CORRIDOR FIVE-Y'EAR EXISTING OBLIGATIONS :larncv Program i Project Anticipated Project Description and I i%e-Year 11huhted Condition to be Alleviated l:xpenditure EXISTING OBLIGATIONS 1. Fiscal ,A(-,ent- Bond Monitoring 'Bond O_(l0O Administrative expenditure allows f1'()r the facilitation Fees Trustee S2 _)f,NIVC activities. Administram e expenditure allows 16r the facilitation Z. Bond Payments S l_3 1 5.000 of NIVC activ]ties. A:Iministrmive expenditure allows for the facilitation _;. County Charges S I O_000 I&NIVC activities. ilministt rtiN C cxpendittu-c allows for the facilitation Pass-through Agreements S52(i.l (t (If,NIVC activities. \iministratk e expenditure allows for the facilitation ti N Set aside v 71 S 1 S of NIVC actnitics. Admiit istrative expenditure allM�-s for the facilitation 6. Agency Legal Fees 515(1,000 „iN1VC acti�itics. '\dministrativc expenditure allows for the facilitation 7. Research %Marketing Services S 3.000 „f NIVC activities. Adulini,tIati\c expenditure 2110v1s for the facilitation Professional Services 570.050 ut N1 VC activitics. P. General Operations Maintenance 1'Iovide property maintenance operations for Acquisition ' Disposition Fees 520.000 1-�isiness occupanCV: Iemovc blight, under-utilized structure fiom NIVC Area. 10. Need Abatement throughout the Nit. RenxnVal of' v isually blighting condition enhancing, Vernon Area on A.gcrcv-Owned S 10.000 t r-area as a desirable Location. Properties Administr ati\e expenditure 1110v�'S for the facilitation 1 L Agency Operations S?6,795 c NIVC ac tiv]ties cdmini.strative expenditure allows for the facilitation 12. Salaries and Benefits 3�.}50 f NIVC activ]tics Dick of imcstnicnt and reitivestment in the NIVC 13. ContractsAgrecmcnts: Bobbitt 537.500 Redevelopment.t g e nc t•o f the Go-ol'San Bernardino Five-Year Implementation Phut—Deceinber 1004-2009 hS NIT. VERNON CORRIDOR FIVE-YEAR EXISTING OBLIGA'T'IONS A�encv Progrutr ' Project Anticipalcd Projcct Description and Five-Year Bli,hted Condition to be Alleviated I:xpcnditure EXISTING OBLIGATIONS Lack of itnestrncnt and reinvestment in the NIVC 14. ContractsiAgreements: Yellow Fright 5405.575 Area. NIT. VERNON CORRIDOR FIVE-YEAR NEW PROJECT PROJECTIONS .Ai?c acv Program I roject Arnticipatcd Project Description and Lieu-Year Bliuhtcd Condition to be Alleviated l Apenditurc Bridge rcplaccmcntrctrofit of historic bridge. It is imperttivc to maintain this link between north and I. Renovation of Nit. Vernon Avenue south %It. Vcnxrn to sustain a hcalthv business Bridt c S21MOO climate. Inadequate public infrastructure. Construction 01' new bakc°ry and restaurant on 3 vacant lots north of the CXISlint? business. New construction will consist of approximately 6,000 ?_ ,Vita's Fxpansion Mt. Vernon and sc uare tcet_ generatimg an additional S11,000 Per S�rucc 52 .000 I 1 { amtum m lax increment. Lack of' investment and reinvestment, depreciated values and impaired investments. I he Agency has purchased 3 parcels for the project. A total of$276,309 of Agency funds were expended for these properties. Six more properties will be required to be purchased for the project to move 3. :Arco Gas Station Convenient Store $l.>00.000 forward to construction. Will generate and additional Car Wash 520.000 per annum in tax increment as well as 50,000 a year in additional sales tax for the City. Lack of imestmernt and reinvestment, depreciated values and impaired invcstnrents. Construction of nc%v 20,000 square foot :Anna's Linens stoic on complex to accommodate expanded AJ Wright ( 1.1 Max) clothing Store. Additional tax 4- Reuse 011 Lrdco Building 53>,000 increment 01'5_)0,000 per annum. Lack of investnicnt and reinvesllnent.. depreciated values and impaired investments. /lcdevelopnu�nt.t env} of the Citl'ofSVmlBernardino Five-1'errr Implementation Plan—December 200$-2009 69 NIT. VERNON CORRIDOR FIVE-YEAR NEW PROJE(-1 PROJECTIONS Agency I rograni ; Pro Anticipated project Description and 1,1%C-Year 1 ILdited Condition to be Alleviated Gxpenditurc l'onstruct a 4.950 square foot tire and lube facility on 5. Truck Lubc and Oil Change 125 acres. Will generate approximately $7,500 in Northwest Corner of 4`" and Tijuana 57,500 nix increment per year. Street. Lack of investment and reinvestment, depreciated "nlues and impaired investments. As a result of high vehicular usage and pavement 5. Mt. Vernon Avenue Pavement damage, this project was initiated to restore and re- Rchabilitation from 5th Street to 9th 17.000 Grip this maji��r thoroughfare. Street --- - -- — Ilie esistenaC of inadequate public improvements I o install f'cncmL, and lighting to provide added security to patrons public park. 7. La Plaza Park Fcncing and I ightinL $9.000 --- - - The existence of inadequate public improvements and IIWAI crime rates lddition o _<<v.Cbos, trellises, crypts and a mausoleum to existing mortuary_ operation. R. Preciado klortuary Cemetery $45,000 -- — _Wk of imestment and reinvestment. depreciated alucs and impaired imestmcnts. Redcvelopment.1-enc1'of the Cite of-Van Bernardino ,Fire-Year Implementation Plait-Deceinher 2004-2009 7[it E. Conclusion/Implementation Plan Adoption Process and Mid-Term Revievv Process: As detailed in the introduction ofthis Plan, the Agency is required to produce an Implementation Plan every five years. After adoption of the first implementation plan, a new plan is to be adopted every five years. Each Implementation Plan must he presented and adopted at a duly noticed public hearing of the Agency. Notice of the public hearing must be conducted pursuant to Section 33490 of the CRL. '["he notice must be published pursuant to Section 0063 of the Government Code, mailed at least three weeks in advance to all persons and agencies that have requested notice, and posted in at least four permanent places within each Project Area for a period of three weeks. The Agency may amend its Implementation Plan at any time after conducting a public hearing on the proposed amendment to the Plan. At least once within the five-year term of this Implementation Plan, the Agency must conduct a public hearing and hear testimony of all interested parties for the purpose of reviewing the Plan and the corresponding implementation within each Project Area. This hearing must take place no earlier than two years and no later- than three years after the adoption of the Implementation Plan. Redevelopment:l�enc;r of the City of San Bernardino /,ive-Year Implementation Plan—December 1004-1009 7l