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HomeMy WebLinkAboutCDC/2009-66 1 2 3 4 5 6 (NOTE: COMPANION RESOLUTION CDC/2009-65) RESOLUTION NO. CDC/2009-66 RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO ADOPTING THE REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO ("AGENCY") 5-YEAR IMPLEMENTATION PLAN 2009-2010 THROUGH 2013-2014 AND to-YEAR HOUSING COMPLIANCE PLAN 2009-2010 THROUGH 2018-2019 FOR THE AGENCY'S UPTOWN REDEVELOPMENT PROJECT AREA WHEREAS, the Community Development Commission of the City of San Bernardino (the 7 "Commission") is the governing board of the Redevelopment Agency of the City of San 8 Bernardino (the "Agency"); and 9 WHEREAS, the Agency is a public body, corporate and politic, organized and existing to pursuant to the constitution of the State of California; and 11 WHEREAS, pursuant to Section 33490(a)(I)(A) of the California Community 12 Redevelopment Law, Health and Safety Code 33000, et seq. ("CRL''j, requires all redevelopment 13 agencies to adopt, after a public hearing, a 5- Year Implementation Plan and 10- Year Housing 15 14 Compliance Plan; and WHEREAS, CRL allows for the adoption of one 5- Year Implementation Plan that includes 16 the 10- Y ear Housing Compliance Plan for multiple project areas and hoth plans are hereafter 18 17 referred to as the "Implementation Plan;" and 19 20 WHEREAS, the Agency's Implementation Plan is due to expire in December 2009; and WHEREAS, pursuant to CRL Section 33490, the Agency has prepared one Implementation Plan which encompasses all redevelopment project areas including the Uptown Redevelopment 21 Project Area ("Uptown Project Area") for the 2009-10 through 2013-2014 5-year period and the 22 housing component of the Implementation Plan for the 2013-2014 through 2018-2019 10-year 23 period, attached hereto as Exhibit "A" and incorporated herein by reference; and 24 25 WHEREAS, the Implementation Plan contains specific goals and objectives for the Uptown Project Area, specific programs that include potential projects and estimated expenditures proposed 26 to be made during the next five years, and an explanation of how the goals and objectives, 27 programs, and expenditures will eliminate blight within the project areas; and 28 P:"~"'g.el1d",\Re'oI1lIion,\Re'ollltlons"'2(10q\12-07-2009 ).Yea' llllplclTlcfltat;un I'I.nel)e Re,,, II doc, CDC/2009-66 1 WHEREAS, a 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 31 at least four (4) permanent places within the Uptown Project Area for a period of at least twenty- 4 one (21) days; and 5 WHEREAS, adoption of the Implementation Plan does not constitute an approval of any 6 specific program, project or expenditure and does not constitute a project within the meaning of 7 Section 21000 of the Public Resource Code requiring environmental documentation pursuant to 8 Section 33490 of the CRL, and is considered to be Statutorily Exempt under Section 15262 of the 9 California 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 Implementation Plan for 14 the Uptown Redevelopment Project Area has been prepared in accordance with CRL. 15 Section 2. The Commission hereby adopts the Implementation Plan for the Uptown 16 Redevelopment Project Area as the same relates to the Project Area. 17 Section 3. The Commission deems that the Implementation Plan for the Uptown 18 Redevelopment Project Area is a general document specifying anticipated goals, objectives, 19 programs, projects and estimated expenditures, and proposed blighted conditions to be alleviated, 20 and it is therefore, 110t a "project," requiring environmental review in accordance with the 21 provisions of the CEQA. This Resolution shall take effect from and after its date of adoption by this 22 Section 4. 23 Commission. 24 25 /II 26 /II 27 1/1 28 2 P\Agcnda,\Rc"ohlliun,\Re,ahllions\2009\12-07-2009S-YearllllplelllentalionPlanCDCRc'olld"cx 1 2 3 4 5 CDCj2009-66 RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO ADOPTING THE REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO ("AGENCY") 5-YEAR IMPLEMENTATION PLAN 2009-2010 THROUGH 2013-2014 AND 10-YEAR HOUSING COMPLIANCE PLAN 2009-2010 THROUGH 2018-2019 FOR THE AGENCY'S UPTOWN REDEVELOPMENT PROJECT AREA I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Community 6 Development Commission of the City of San Bernardino at a joint tegular 7 thereof, held on the 7'h day of December, 2009, by the following vote to wit: meeting 8 Commission Members: Aves Nays Abstain Absent 9 ESTRADA X 10 BAXTER X 11 BRINKER X - 12 SHORETT ---lL 13 KELLEY --'L 14 JOHNSON X 15 MC CAMMACK ---lL 16 ~V 17 Secretary 18 r~ q day of December 19 The foregoing Resolution is hereby approved this 20 21 22 23 ,2009. cu ,,-, " J. Morris, C son unity Development Commission of the City of San Bernardino 24 Approved as to Form: 25 By: 26 27 28 (~~ Agency C nsel 3 1'.\Agend.,\Rc,,,lution,\Re,ol\llion,\Z009\IZ-07.Z009S-YearI Illplel1lentmionPlanCDCResolldQcx .. ~~ '. . . "'I I . . _t-,,'.- "'r,:\..., ~ FINAL DRAFT FIVE YEAR IMPLEMENTATION PLAN REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO FY 2009-10 THROUGH 2013-14 - J 1-- I . ,- _ .. .. -- ~...- -......:.-.'r...~. ~--, ~~_.- . 11.11.192009 TABLE OF CONTENTS INTRODUCTION ..................................................................................................................................1 About This Implementation Plan ...................................................................................... ........................1 Legal Authority............................................. .......................................................................................................................1 Object ives of the Implementation Plan... ........ ............................ ........ ,.... .................................................................1 Organization of the Doc ument... .... .... ......... ........... ........ ........ ..... ............... .......................... .............. .........................2 SECTION I: OVERVIEW & BACKGROUND .................................................................................... 3 ABOUT REDEVELOPMENT ............................................................................................................................. 4 The Public Value & Benefit of Redevelopment ..................................................................................... 4 What is Redevelopment? ..................... ... .... ... .......................................................................................... .......... ........... 4 Role of Redevelopment ....... ........ ............................................................................................... ... ........ .......... .............. 4 Blight......................................................................................................................................................................................5 Tax Increment Fina ncing ............... ................ ............................. .......... .................. ........... .................................... ........ 6 20 Percent Housing Set-Aside ..................................... .......... .......... ....... ........................ ...........................6 Pass-Through Payments. ....,................... .............. .... ... .............. ..... .... .......................................................6 State Takeaways - SERAF Payments.... ..................... .... ................ .......................... ................................7 Debt Service Payments and Discretionary Funds .....................................................................................7 What is a Redevelopment Plan? ................................................................................................................................ 9 ABOUT THE AGENCY ....................................................................................................................................10 History and Profile................................................................................................................................... 10 Mission.............................................................................,....................................................................................................10 History...................................................................................................................................,..............................................10 Project Area Descriptions ....... ........ .................... .................. .................. ... ........ ......................... ........................ ........ .14 Merged Central City Projects .................................................................................................................. 14 Central City North.................. ..................... .... .... ........... ............... .................................. ......................... 14 Central City West.................................... ............ ......................................... ............................... ............ 15 State College................................ ........ ......... ........................................................ ...................... ............ 15 Southeast Industrial Park........................................................................................................................ 15 Northwest..................................................................................................... ........................................... 16 Tri-City.....................................................................................................................................................16 South Valle ......... ................... ................................ .... ................. ...... ........................ .... .... ....................... 16 Uptown .............. ......... ................ .... .............. ................ ......................................... ............. ..................... 17 Mt. Vernon.................... ........................................................................................................................... 17 40th Street................................................................................................ ................................................ 17 ACCOM PLI SHM ENTS ......................................................................................................................................18 Achievements In Community Revitalization ........................................................................................18 SECTION II: REDEVELOPMENT STRATEGIC PLAN................................................................... 22 REDEVELOPMENT PLAN GOALS ................................................................................................................23 Community Reinvestment and RevitalizatIon .....................................................................................23 STRATEGIC PLANNING................................................................................................................................. 2S Strategic Objectives and Regional Strategies .................................................................................... 2S 5 trateg ic Objectives ........................ ........... ................................ ................................ ........ ........... ......................... ....... 25 Plans and Policies...........................,......................................................... .............................................. 25 Public Infrastructure and Facilities .. ............ ..... ......... ..... ............ .... ....... ... ................... ............................ 26 Catalytic Projects................................................................ ....................................................... .............. 26 Regional Strategies and Work Programs.............................................................................................................27 REDEVELOPMENT WORK PROGRAM ........................................................................................................29 Western Project Areas ............................................................................................................................29 Eastern Project Areas ............................................................................................................................. 42 All Project Areas ...................................................................................................................................... 58 SECTION III: HOUSING COMPLIANCE PLAN..............................................................................64 INTRODUCTION .............................................................................................................................................65 Overview of the Housing Compliance Plan .........................................................................................65 IVDA Project Area and Housing Policy with the Agency..............................................................................66 AGENCY'S FIVE YEAR AFFORDABLE HOUSING GOALS ........................................................................67 Community Affordable Housing Focus ................................................................................................67 AGENCY AFFORDABLE HOUSING FIVE YEAR STRATEGY.....................................................................67 Affordable Housing Strategic Programs .............................................................................................. 67 Affordable Hous ing Work Prog ram ......................"............... .... ............................................................................. 68 AFFORDABLE HOUSING COMPLIANCE ...................................................................................................... 71 Blueprint for Agency Housing Activities ..............................................................................................71 Housing Product ion ............................ ................................................... ................................ .................... ..................... 71 Replacement Housing....................................... ............................................................................................................76 Housing Program Cash Flow Analysis..........................."...".................................................................................77 Expenditures by Household Types ......................................................................................................................... 79 Prior Five Year Housing Fund Expenditures......................................................................................................80. Units Assisted by Housing Set Aside Fund.............................................................................................80 Housing Units Constructed During Prior Implementation Plan Without Housing Set Aside Funds ........82 APPENDIX 1: PROJECT AREA TIME AND FINANCIAL LIMITATIONS.................................................... 83 APPENDIX 2: GLOSSARY OF HOUSING TERMS........................................................................................91 APPENDIX 3: HOUSING PRODUCTION TABLES ......................................................................................96 APPENDIX 4: INCLUSIONARY HOUSING UNIT INVENTORY ...............................................................101 APPENDIX S: REPLACEMENT HOUSING TABLES..................................................................................l0S " SAN BERNARDINO - GROWING LOCALLY AND GLOBALLY "The City of San Bernardino Economic Development Agency is a focused, diversified organization whose mission is to enhance the quality of life for the citizens of San Bernardino by creating jobs, eliminating physical and social blight, supporting culture and the arts, developing a balanced mix of quality housing, along with attracting and assisting businesses both independent and through public-private partnerships." San Bernardino Economic Development Agency 201 North "E" Street, Suite 301 San Bernardino, CA 92401-1501 (909) 663-1044 www.sbrda.orQ iii INTRODUCTION About This Implementation Plan Every five years, redevelopment agencies are required to adopt implementation plans that establish five-year operational and financial work programs for carrying out the redevelopment and affordable housing responsibilities of the agencies. This Five Year Implementation Plan ("Implementation Plan") for the San Bernardino Redevelopment Agency ("Agency") covers the five-year planning period for fiscal years 2009-10 through 2013-14, and serves as a consolidated Implementation Plan for all 14 of the Agency's redevelopment project areas ("Project Areas"). This Implementation Plan also contains an Update to the Agency's Housing Compliance Plan ("Housing Compliance Pian") for meeting the Agency's affordable housing requirements for the current 10-year compliance period (FY 2004-05 to 2013-14), including obligations for producing, replacing, and expending funds for affordable housing. LEGAL AUTHORITY In 1993, the Legislature passed Assembly Bill 1290 (Chapter 942, Statutes of 1993), which enacted the California Community Redevelopment Law Reform Act and made sweeping changes to state redevelopment law (Health and Safety Code 9933000 et seq.) ("CRL") in a major effort to increase both the effectiveness and accountability of redevelopment agencies. One notable statutory change was the addition of Article 16.5 (9933490 et seq.) to the CRL, which required redevelopment agencies to adopt five year implementation plans for all Project Areas on or before December 31, 1994, and every five years thereafter. CRL Section 33490(a) requires that the Implementation Plan contain: . The Agency's goals and objectives, programs, and projects within the Project Area for the next five years, including estimated expenditures. . An explanation of how the goals and objectives, programs, projects, and expenditures will eliminate blight and promote affordable housing within the Project Area. . A specific section that addresses the Agency's housing responsibilities, including the Agency's Low and Moderate Income Housing Fund ("Housing Fund") and the Agency's requirements for producing and replacing affordable housing. Given these required contents, the Implementation Plan can naturally serve as more than just a compliance document to adhere to the legal mandates of state law. The Implementation Plan provides the Agency an opportunity to thoughtfully craft a purposeful and deliberate strategy for the next five years. OBJECTIVES OF THE IMPLEMENTATION PLAN The Agency's objectives for this Implementation Plan are to: . Establish focused redevelopment and housing strategies for the next five years that provide a road map for decision-making about resource allocation, budget, and community engagement. . Create an administrative management tool for Agency staff that provides a measurable, track-able, and programmatic work plan for the execution of the Agency's operations. . Provide educational and informative background about the role, powers, and tools of redevelopment agencies, and a historical overview of the Agency, its accomplishments, and the 14 Project Areas. . Furnish data and information to fulfill the affordable housing compliance requirements of the CRL. ORGANIZA nON OF THE DOCUMENT The contents of this Implementation Plan are organized into three distinct sections: . Section I: Overview and Background. This section provides a narrative overview and background description of redevelopment in California, and a profile description of the Agency and the 14 Project Areas. . Section II: Redevelopment Strategic Plan. This section outlines the Agency's redevelopment strategic plan for the next five years, including a comprehensive work program of projects and programs. It presents a new approach to the development of the Agency's five-year work program of redevelopment projects and programs. The work program is geographically organized into two regions of the City: (1) Area B, which contains Project Areas generally located west of the 1-215 Freeway; and (2) Area A, which contains Project Areas generally located east of the 1-215 Freeway. The projects and programs contained in the work program represent the strategic priorities of the Agency. The future implementation of each project or program is subject to funding availability and approval by the Agency' . Section III: Housing Compliance Plan Update. This section contains the Agency's update to the housing compliance plan for the current 10-year compliance period (FY 2004-05 to 2013-14), including the production, replacement, and expenditure of funds for affordable housing. This section fulfills the requirements of CRL Sections 33413(b)(4) and 33490(a). 1 CRL Section 33490(a)(1 )(8) provides that the adoption of an implementation plan shall not constitute an approval of any speCific program, project, or expenditure and shall not change the need 10 obtain any required approval of a specific program, project, or expenditure from the agency or community. 2 - SECTION I: OVERVIEW & BACKGROUND Redevelopment By the Numbers: $40.79 billion. Redevelopment's economic contribution to California in 2006-2007. $13. Every $1 of redevelopment agency spending generates nearly $13 in total economic activity. 303.946. Full and part time jobs created in just one year (2006-2007). 78.750 units of affordable housing built or rehabilitated since 1995 by redevelopment agencies. 18.522 units of low and moderate income housing expected to be built or refurbIshed over the next two years. $2 billion. State and local taxes generated through redevelopment construction activities in 2006-2007. 20% of property tax revenues generated from redevelopment activities must be used to increase supply of affordable housing. 2nd largest funder of affordable housing in California after the federal government. Source: California Redevelopment Association 3 ABOUT REDEVELOPMENT The Public Value & Benefit of Redevelopment WHAT IS REDEVELOPMENT? Redevelopment is a process created to assist city and county governments in eliminating blight from a designated area and to achieve the desired development, reconstruction, and rehabilitation of residential, commercial, and industrial uses. Redevelopment agencies possess unique tools to directly infiuence the private sector, reduce investment risk, and create or boost market confidence. Some of the tools available to redevelopment agencies include: . Use of tax increment financing to fund public improvements and use of gap financing to provide financial assistance to qualifying developers for qualifying projects. . Authority to acquire real property, and if necessary, use of eminent domain. . Relocation assistance and replacement housing. . Mitigation of environmental liabilities to property owners and developers through the Polanco Redevelopment Act (Health and Safety Code 9933459 - 33459.8). Although these tools can jumpstart the revitalization process, by law, redevelopment is limited to areas of a city that are in a state of decline and are physically and economically blighted. To initiate redevelopment, the agency must satisfy certain requirements. These requirements are as follows: . Establishment of a Project Area(s) in parts of a city that are physically and economically blighted. . Establishment of debt as a prerequisite to the collection and expenditure of tax increment. . Set aside 20 percent of tax increment revenue to increase, improve, and preserve the supply of housing for low- and moderate-income persons and families. . At least 15 percent of all new and substantially rehabilitated dwelling units must be affordable to, and occupied by, persons or families of very low, low, and moderate income. Satisfying these requirements, redevelopment agencies can use their tools to catalyze the revitalization of urban areas. Once redevelopment efforts establish momentum in the market, the private sector can then dictate its own course, thereby benefitting residents, business-owners, and visitors. .,.. .-1 ROLE OF REDEVELOPMENT In 1945, the State of California enacted the California Community Redevelopment Law (Health and Safety Code 9933000 et seq.) ("CRL") to combat the deterioration of property and its effects on the tax base. Through the Redevelopment Act, cities were given authorization to establish redevelopment agencies which would have the legal authority and special tools to combat urban decay, or "blight." In 1952, California voters adopted Article XVI, Section 16 allowing tax increment financing to be used by the agencies for the redevelopment of blighted communities. 4 - The goal of redevelopment to create safe and economically vibrant communities has remained steadfast since 1945. The mission of the Agency is to "enhance the quality of life for the citizens of San Bernardino by creating jobs, eliminating physical and social blight, supporting culture and the arts, deveioping a balanced mix of quaiity housing, along with attracting and assisting businesses both independent and through public-private partnerships." BLIGHT The CRL emphasizes redevelopment's role in eliminating blighting conditions in communities and takes great lengths to define biight. As defined by the CRL, biight constitutes physical and economic iiabilities that affect the health, safety, and general welfare of a community. CRL Section 33030 describes a biighted area as being predominantly urbanized and substantially affected by the physical and economic properties of blight to such an extent that the community cannot reasonably be revived without redevelopment. The CRL describes the physical and economic conditions that cause blight as follows: Physical Conditions (CRL ~33031 (a)) o Buildings with serious code violations, dilapidation, or deterioration such that it is unsafe or unhealthy for a person to live or work. o Conditions that prevent or substantially hinder the viable use or capacity of buildings or lots. o Adjacent or nearby incompatible uses that prevent development. o Existence of subdivided lots that are in multiple ownership and whose physical development has been impaired by their irregular shapes and inadequate sizes. Economic Conditions (CRL ~33031(b)) o Depreciated or stagnant property values. o Impaired property values due to hazardous wastes. o Abnormally high business vacancies, abnormally low lease rates, or an abnormally high number of abandoned buildings in an area developed for urban use and served by utiiities. o A serious lack of commercial facilities that are normally found in neighborhoods, including grocery stores, drug stores and banks. I Property Hal Located In City of San Bernardino N , ~ Property Not Located In City of San Bernardino o Serious residential overcrowding. o An excess of bars, liquor stores, or adult-oriented businesses that have led to problems of public safety and welfare. o A high crime rate that constitutes a threat to the public safety and welfare. 5 In accordance with the CRL, the existence of blight has been established in each of the 14 Project Areas requiring the use of redevelopment tools though the projects and programs established in this Five Year Implementation Plan. TAX INCREMENT FINANCING Tax increment financing is the primary source of funding used by agencies to initiate and oversee redevelopment projects and activities in a community. This financing method is based on the assumption that as an area is revitalized, more property tax will be generated. Upon adoption of a Project Area, the total current assessed value of all the properties within its boundaries is designated as the base year vaiue (933328). As assessed values increase in the Project Area, tax increment revenue is generated by capturing the amount of value added since the base year value was established. This increase in tax revenue, or tax increment, is used by the Agency for reinvestment back into the Project Area. Figure 1-1 above graphically depicts the generation of tax increment in a Project Area. Figure r - 1 ~ .. propertyo TftX,~ from AnesW!d Vdluf> ,.._. ~~'" .... ..' 0"..,...." ,.' ...,' . .-.....~i... ".'" '_-~' -'c_", .-........~. .- r'-~'-' ,.:' , . ....:.-"~;;~~':'...;~:r;<.:,. ....~'.:-;_--?'!'~.........;~.:;..,'., yC ","- .~1-!.--~?~" Base Year Ass.eS!IoRM'!l11"[stablished -' --~ . - , " 20 Percent Housing Set-Aside As required by the CRL, 20 percent of tax increment revenue must be set aside into a separate Low and Moderate Income Housing Fund ("Housing Fund") for the creation and preservation of affordable housing within the Project Area (9933334.2). These funds may then be used for activities such as acquiring property, constructing on- and off-site improvements related to affordabie housing development, constructing or rehabilitating affordable housing units, providing subsidies to ensure affordability, and issuing bonds. As a result of these requirements, redevelopment agencies are one of the primary entities producing affordable housing throughout the State of California. AGENCY ALLOCATION OF FY 09-10 TO FY 13-14 TAX INCREMENT REVENUES (GROSS TAX INCREMENT: $162.3 M) Figure I - 2 Debt Ser\oice Payments $85,039.586 SERAF Payments (FY09-1Oand1G-11) $14,353.000 Pass-Through Payments Redevelopment agencies are also required to use tax increment revenue to remit payments to affected taxing agencies (e.g., school districts, community college districts, the County) in the Project Area Projects, Operations, and Administration $21,022.107 Pass-Through Payments 10 TaJl;ing Entities $8.056.660 Low and Moderate Income Housing Fund $33.843,355 6 - (933328). These payments, known as "pass-throughs" represent 20 percent of the tax increment received which is used to alleviate any fiscal burden imparted on affected taxing entities caused by the redevelopment plan. The taxing entities benefitted by the pass-through payments include counties, cities, schools, and special districts. The CRL prescribes an allocation formula to calculate payments unless the Agency has negotiated pass-through agreements with the taxing entities. State Takeaways - SERAF Payments As shown in Figure 1-2 on the previous page, the Agency is estimating that it will need to set aside approximately $14,353,000' in fiscal years 2009-10 and 2010-11 for payments to the State's Educational Revenue Augmentation Fund ("SERAF"). As in prior years during the State's fiscal crises, the Legislature is relying on "takeaways" from local governments to help close the State's massive budget gap in the form of revenue shifts. Statewide, $2.05 billion in redevelopment funds will be shifted from redevelopment agencies to SERAF, which is intended to be distributed to schools to meet the State's Proposition 98 obligations to education. $1.7 billion will be shifted in fiscal year 2009-10. $350 million will be shifted in fiscal year 2010-11. The Agency's share is estimated to be $11,900,000 in fiscal year 2009-10 and $2,453,000in fiscal year 2010-11. Debt Service Payments and Discretionary Funds After the Agency's 20 percent set aside to the Housing Fund, pass-throughs to affected taxing agencies, SERAF payments, and approximately $85 million in debt service payments on the Agency's bond obligations, approximately $21 million (out of $162.3 million in gross tax increment revenues) over the course of the next five fiscal years will be available to the Agency as discretionary funds for projects, operations, and administration. This does not include other income sources (e.g., interest income, rental income, Inland Valley Development Authority housing funds). Figure 1-3 on the following page provides annual projections over the next five years of the Agency's allocation. of gross tax increment revenues toward revenue obligations (e.g., Housing Fund set-aside, pass-throughs, debt service, SERAF) and funding for projects, operations, and administration. As shown in the chart, SERAF payments in fiscal years 2009-10 and 2010-11 will have an immediate impact to funding available for projects, operations, and administration in those years. i The Agency previously set aside approximately $2.5 million in FY 2008-0910 make a potential ERAF payment that was included in the State's 2008 budget package. The California Redevelopment Association reRA') successfully litigated and blocked the 2006-09 ERAF shift. The funds are available to help make the potential FY 2009-10 SERAF payment if eRA's new lawsuit challenging AS 26 4X is unsuccessful 7 $40,000,000 $35,000,000 $32,462,942 $30,000,000 $25,000,000 $20,000,000 $15,000,000 $10,000,000 -' $5,000,000 "'" San Bernardino Redevelopment Agency Annual Tax Increment Allocations FY 2009-10 through FY 2013-14 Figure I - 3 . Projects, Operations. and Administration .SERAF Paymentsl . Debt Service Payments" . Pass.through Pa}1'Tlentsto Taxing Entities -Sel-Asideto Lowand ~derate Income Housing Fund $- ...'" ...... ..." ...'" .... '" "'. .... 'V '" ",<> "," ,,'" ",'" ",'" /1' ~'l' ~'l' ~'l' ~'l' Notes: , Does not include other revenues sources such as interest income, rental income, etc. Assumes 0% annual growth rate. 2 Does not factor in alternative SERAF payment methods. 3 Only includes debt service payments for obligations against tax increment revenues. Does nol include transfers to the City. 8 WHAT IS A REDEVELOPMENT PLAN? The redevelopment plan is a legal framework used by agencies for the long-term planning and implementation of revitalization activities in Project Areas. The plan establishes policies and financing methods to implement projects and sets the basic goals, powers, and limitations of agencies for conducting their redevelopment activities. Below is the general framework within which redevelopment plans are legally bound: o The time limit to establish loans, advances, and indebtedness to be paid with the revenue from property taxes shall not exceed 20 years from the adoption date of the redevelopment plan (933333.2). . Loans, advances, or indebtedness shall be repaid over a 45-year period from the adoption of the redevelopment plan. o The effectiveness of a redevelopment plan shall not exceed 30 years from the adoption date. o After the effectiveness of a redevelopment plan has expired, an agency shall have no authority to act pursuant to the redevelopment plan except to pay previously incurred indebtedness and to enforce existing covenants and contracts. . An agency may commence eminent domain proceedings to acquire property within the Project Area for a period not to exceed 12 years from the adoption date. . If a redevelopment plan authorizes the issuance of bonds, the redevelopment plan shall include a .Iimit on the amount of bonded indebtedness that can be outstanding at one time. o These time and financial limitations may be extended or increased only through an amendment to the redevelopment plan. This Implementation Plan proposes a work program of redevelopment and housing activities that seek to accomplish the goals of the Agency within the legal framework established by the CRL and the Agency's adopted Redevelopment Plans for the 14 Project Areas. 9 ABOUT THE AGENCY History and Profile MISSION San Bernardino - Growing Locally and Globally "The City of San Bernardino Economic Development Agency is a focused, diversified organization whose mission is to enhance the quality of life for the citizens of San Bernardino by creating jobs, eliminating physical and social blight, supporting culture and the arts, developing a balanced mix of quality housing, along with attracting and assisting businesses both independent and through public-private partnerships." HISTORY The City of San Bernardino Common Council created the Redevelopment Agency In 1958 with the responsibility of initiating and managing redevelopment projects and activities within the Redevelopment Project Areas ("Project Areas") in the City of San Bernardino, The Common Council also established a Community Development Commission ("CDC"), composed of the Common Council Members, to act as the Board of Directors of the Agency, That same year, the CDC adopted the Meadowbrook Project Area, its first Project Area, with 13 additional Project Areas having been adopted since. The original Central City Project Area was adopted in 1965 and subsequently merged in 1970 with Meadowbrook as the Central City/Meadowbrook Project Area. In 1986, the CDC merged the Central City/Meadowbrook, Central City East, and Central City South Project Areas through Ordinances MC-558, MC-559, MC-663, and MC-664. The merger established consistent time and financial limits for the Project Areas and placed all four Project Areas under the framework of a single Redevelopment Plan. In total, the Agency manages the following 14 Project Areas: 1. Central City/Meadowbrook (2) 2. Central City East - Merged Centra/ City Projects (4) 3. Central City South 4. Central City North 5. Central City West 6. State College 7. Southeast Industrial Park 8. Northwest 9. Tri-City 10. South Valle 11. Uptown 12. Mt. Vernon 13. 40th Street The following map depicts the 14 Project Areas. 10 ~ ~ i ~ z~ ~ ; 1 s m S ~ w ~ S ~ & B 1 ! : B & B ~ ~ ~ o : : ~ w 0 m e e ~ ~ ~ ~ E ~ ~ ~ ~ ~ ~ ~ _ _ s. ~ ~ ~ l .~. ~ ~ ~ ~ ~ ~ ~ S ~ ~ l ~ ~ ~ j LilllCl1 Illr-I~1 CDC/2009-66 " , Il""; J ~ # .' , i.~", ~r)~ ~~r.' ~ ~~ I 1~ ~' , -n... ,n.u..J i I _~---- : I.. p--~" - ! . ~.._, rtt ! ..... r-"! i .; ! \. ".t Y' "; I~, r..n.......I:, . ~ : I" "'''.''11 .- -, '-- , "I"'_'~_ o. . I I , '..!'" -, l ! .J ie!"" . I t'-' , . .' ',: i!'!o.: r'.'1 . "... i . ..... ~_..- . i i "'\~ I '~I .. ""\.. 1 ....r...... it J_."'-j! \',';"-: "'I... ,-"- J:""': 1\.:--= i 1'....... ...U.. !~. . ~." ' I ...... . .' l!' h.u .;;.: .........-" I '.-: I I 'qf! !J 1, i.,."i +: , "! i ! i....... l'- .. IV e <( in ....':'., !!'.... \, . ...........~ I o .......... E: .... ......... 'E IV l: .. ., m l: IV Ul ... o , ( ~ .i.. ; I~~ '" ! ...." i -"""1....1 u, - ~ - .. ~ ~ ~ N N " ... :il ~ ,; o - ~ ,; 1;] .~ o 2 i? ~ o ~ " is i g: o ! ; ~ ,; - , _~ DI . ~ " 5 0 .8 gl ~ ~ '" ~ .!! ~ o ~ Z .. The Redevelopment Plans for the Project Areas set forth limitations with regard to collecting tax increment revenue, incurring bonded indebtedness, Redevelopment Plan effectiveness, and the use of eminent domain. Appendix 1 presents the time and financial limitations for each project area, including ordinances adopted by the Common Council for amendments to Redevelopment Plans. The following chart graphically illustrates the time limitations on the effectiveness of the Redevelopment Plans for each Project Area. Figure 1- 5 Effectiveness & T.I. Collection Expiration Dates San Bernardino Redevelopment AQencv Stale College April 27,2013 April 21,2023t=::::J . Augusl6, 2~J==I l.by3,2029 CenlralOly~ AU911$16,2016 Cenlrlll Oly Easl' Cenlrel OIy South' M.yJ,2019 UilY J, 2019 May 3. 2029 May 3,2029 . February 17,2029P June 21,2029 OElfecbwnessofPlan MeadowbrOOll{C!lnlfaIOty' "".)'3,2019 Cef1lralOtyWesI February 17,2019 SouIhaastl'1duslrialAlrk June 21,2019 -~, JuIy6,202!l ,JuIy6,20~t :J June20,3036t::::=:J July 9, 2036 June 18.2037b June 25,2G41 t:::J OLastDatetoRecel\6 Ta~rncremenl T'IOt)' June 20.2026 SouIhValle July 9. 2026 ~lown June 18,2027 MVernon June 25,2031 Augu5110,2030 July 10,2045 40thSlreel , , 2000 2005 2010 2015 2020 2025 2030 2035 2040 2045 . The Central City Ma-ged Projec( Ivea consists of Certral City East. Central City Sooth. and Meadov.Q,oo/<JCenlral Cily Table 1-1 on the following page outlines all of the time and financial limitations of each Project Area as set forth in the respective Redevelopment Plans. 12 CDC/2009-66 E . . . . . . . . . 0 0 0 0 0 0 0 0 0 . .~ .~ .~ .~ .~ .~ .~ .~ .~ E . . . . . . . . . E '" '" '" '" '" '" '" '" '" 0 1i 1i 1i 1i ~ 1i 1i 1i 1i 1i .= ~ ~ ~ ~ .. ~ ~ ~ ~ ~ . , 0 8 . E E E E < 8 E E E E E ... , , , , < , , , , , E 0> E .5 .5 E " 0 E E E E E g < ., ., 0 0 ., ., ., ., , ::; . . 8 " . . . . 0 . . . . . .; 0 . '" '" '" '" 8 g '" '" '" '" '" '" z u .. .. .. .. ~ .. .. .. .. .. '" . '" ~ , , , , , , , , , It: < < < < :l < < < < < c c < c c c c < < c 0 " " " " " " " " " - . . . . . . . . . E '" '" '" '" '" '" '" '" '" :J ~ ~ ~ ~ ": ": ": ~ ~ - - - - - - - - - ~ - '" . <D N 0 < M N 0 '" '" ili <D ~ '" '" '" '" d1 . N 0 N N M M M N N N ;l; ;l; E 0 N 0 0 0 0 0 0 0 0 N ,.: N N N N N . 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N N N N N .; ~ . ,.: N '" .; .,; .; ri ri ri .,; - Ii: N 0 ;,- N - N " " , . . ~ . ~ . ~ ~ ~ . 0 0 ~ '" 2 < :::j c :::j c . . . < , . " , il , , , '" '" '" , 0> iii " ~ ~ ~ ~ , "- " i> "' - S . " 0 . 0 UJ . ~ '" "- .~ . i> . ~ " ~ 0 l) .;; ~ 0 . ~ " 0 E!' ~ 1l 0 . , . . z ;: " '" ~ " c . 0> .5 c3 c3 .0' S '" '" 0 S '" 'i < .. . " 6 6 0 .. 6 "- . 0 E l) e! e! . ~ ~ > ~ e! {l E u; . ~ ~ ." ~ ~ . .. " c s " l) S C > ~ ~ u; . . 0 0 < 0 0. . i 5 l) l) '" z ... '" => l) v - - . . :g . ... ~ o c . 0> . " c _ 0 < - . !!! K E .2 :i . > . . u " c . . It: c g it ~ .a . . c E . '" .II . c E : ~ c ~ JO-o (3 n. 8 N .5 ~ ~ ~ '" "' ~ . "- . ~ \e N :Jl M - ~ " ~ ~ 11 g- . .2 j; @: ;;: i1 . ~ ~ ~ - ~ ~ ~ ".2<\ ~ " '" " ~ 8 ~p ~ ~ . ii 'il E o - ol: ~ ~ < ~ E ~ ,,:::: . - . ~ H~ . _ u o 0 '" ~ ~ . _ ~ E :;: ~ ~ ~ - ~ " .2 ~ ~ ~ l ~i. ~~j Merged Central City Projects Central City Projects is the combination of three Project Areas encompassing 1,008 acres, which were merged in 1983. The three Project Areas include the Meadowbrook/Central City, Central City East, and Central City South Project Areas. Consolidation occurred to allow for more efficient management of Agency resources. Developments in the merged Project Area include various administrative offices for federal, state, county and city departments. The 55-acre Seccombe Lake Urban Park and the 136-acre National Orange Show fairgrounds are both located in the Project Area. Court Street Square, at the corner of Court and "E" Streets, provide a covered outdoor stage for a variety of public activities throughout the year. The San Bernardino Stadium, a 5,000 seat facility which is home to the San Bernardino 66ers (Class "A" farm team for the Dodgers) is anchored by the Carousel and Inland Center regional malls. PROJECT AREA DESCRIPTIONS Merged Central City PrOject Areas Rilllto Avenl,li! N A . , . . > < Legend r;.....'.., ...... I CennICItrI!"1 I c.ntrlI~~Itr"...dowbrook . . E . . . Central City North The Central City North Project Area was adopted on August 6, c e n tr a I C it v No, I h 1973 and spans 278 acres. Located east of the 1-215 Freeway near the City's Civic Center, Centrai City North is a mixture of retail, commercial, restaurant, professional service and single family residential uses. Since adoption, senior housing facilities, the City's main library, the 20-screen CinemaStar multi-plex theater, and the Stater Bros Central City Plaza have been developed. The California Theatre, a qualified national historic building which is home to the San Bernardino Symphony, has been renovated through the Agency as well. Alongside the development of the commercial, arts, and residential uses in Central City North, the Project Area now includes the administrative offices for the City Unified School District, County Superintendent of Schools, Community College District, Social Security Administration, and other state agencies. The Project Area is also home to the newly constructed Central Police Facility, which joins police staff, communications, and jail facilities, all under one roof. Within the Superblock, the eleven story consolidated office tower and parking garage for the State Department of Transportation, CalTrans, was recently completed. 'I~;" ... : : ,. ~'. r:o : 1 l'. ';:~ . t-,::J 91'_ ~ iI1-~"~LJ;r~~- ~ :V-'m ~ " A 14 Central City West The Central City West Project Area was adopted on February 17,1976 and encompasses four acres. Located at the northeast corner of Fifth Street and Mount Vernon Avenue, Central City West has lon9 been reco9nized as the gateway to the upper Mt. Vernon Avenue retail and commercial area. The project is easily identified by its early Spanish motifs and architectural styling, entailing open space, tiled roofs and concrete plaza areas. Central City West is within walking distance to cultural amenities and specialty food restaurants. State College Adopted on April 27, 1970, the State College Project Area spans 1,800 acres. The Project Area is located within the northwest sector of the city and consists of single and multi-family residential, open space, recreational, commercial and industrial uses. Central City West SpruceSlleel . > , SthStreet > j. Slate College ~ The State College Project Area contains the 350-acre State College Business Park which is adjacent to the 1-215 Freeway and University Parkway; making it an ideal place for distribution and manufacturing facilities. The Business Park includes the I . Sun Publishing Co., C Fine-Pack, Prime-Line Products, Color -------....... j. Tile, and Doane Pet Food Products. While several businesses exist in the park, vacant land is available for future development. The California State University of San Bernardino is located near the foothills of the Project Area, which is also benefitted by proximity to the Shand in Hills Golf Course, which creates an attractive entrance into the City. Southeast Industrial Park The Southeast Industrial Park was adopted on June 21, 1976 Southeast with a total acreage of. 870 acres. The Project Area is located in the southeast quadrant of the City and is divided into a 520 acre western section and a 350-acre eastern section. The western end is devoted primarily to commercial complexes and profeSSional offices, while the eastern area is zoned for light industrial. The western section is adjacent to the 1-10 and 1-215 Freeways interchange and offers a restaurant row, a mix of professional office complexes, a Hilton hotel with convention facilities and various motels, retail, commercial, and light industrial groups. West of the 1-215 Freeway is the San Bernardino Auto Plaza. The eastern section has both 1-10 Freeway and rail access and IS In close proximity to the San Bernardino International Airport; making it ideal for distribution and manufacturing facilities. Vacant land is available for development. v .,d>~ > j. 15 Northwest The Northwest Project Area was adopted on July 6, 1982 and No" h we, t contains 1,500 acres. Located in the northwest quadrant of the City, the Project Area is divided into 940-acre Sub-area A and 560-acre Sub-area B. Sub-area A is southwest of Cajon Boulevard, north of Seventh Street and west of the 1-215 Freeway. The area focuses mainly on the commercial corridors alon9 portions of Highland Avenue, Baseline, Medical Center Drive, and Mt. Vernon Avenue. San Bernardino Community Hospital and the Westside Shopping Center are major employers in the area. Sub-area B is located north of the Devil Creek Diversion Channel, south of the 1-215 Freeway, southeasterly of Palm Avenue, and fronting on both sides of Cajon Boulevard. The area is designated for industrial uses, with vacant land available for development. The industrial area is connected to the State College Business Park industrial area via a bridge that allows better access to the 1-15 and 1-215 Freeway interchange. Tri-City The Tri-City Project Area was adopted June 20, 1983 and T';-Cil, contains 378 acres. Located in the southeast section of San Bernardino, the Tri-City Project Area is divided into two areas: Sub-area 1 and Sub-area 2. Sub-area 1 spans 95 acres and is located west of Del Rosa Avenue and north of Sixth Street to Baseline. This sub-area is zoned for residential and is occupied by apartment units on a 12-acre site. The remainder of the land is owned and marketed by the Agency. . A n 'ou lol,IIS".., ,fc_--. ._ .r' ....'aeu ....."~. . A Sub-area 2 consists of 283 acres and is located east of Waterman Avenue, west of Tippecanoe Avenue, and north of the 1-10 Freeway. This sub-area is highlighted by the Tri-City Corporate Center which is a mix of office, light industrial, retail, and commercial uses, including a variety of restaurants. South Valle The South Valle Project Area was adopted on July 9,1984 and Soulh Vall. spans 289.3 acres. The Project Area is located south of the 1-10 ..---=- - Freeway within the southern portion of the city limits. South Valle is adjacent to the commerce center of the Southeast Industrial Park and Sub-area 2 of the Tri-City Project Area. South Valle is ideal for commercial and light industrial and is within the sphere of two commercial and industrial centers. The Project Area has rail service through the center with a transcontinental truck terminal located adjacent to the project at the southwest corner of Hunts Lane and Rediands Boulevard. . , < . . > < . . " < . . , . . , % . . . A 16 - Uplown ~"r ~ Uptown Adopted on June 16, 1986, the Uptown Project Area encompasses 432 acres and is divided into two areas: Sub-area A and Sub-area B. B...Io"~ Ro.~ 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 operations. Sub-area B is 84 acres and is bounded by Mt. Vernon Avenue, King Street, Rialto Avenue, and the 1-215 Freeway. The Project Area is also adjacent to the Metrolink Commuter Station and Amtrak Train Depot. Because of its location and variety of available space, the Uptown project is ideal for professional and specialized services. A majority of the City's small to mid-sized medical clinics, dental offices, laboratories, and related services are either in or adjacent to the Project Area. " A Mt. Vernon The Mt. Vernon Project Area was adopted June 25, 1990 and M t Ve, non contains 1,938 acres. The Mt. Vernon Corridor Project Area comprises portions of the City that once represented the city's cultural history. The Project Area consists of Sub-area A, Sub- area B, and Sub-area C. Sub-area A is 1,722 acres and incorporates commercial uses along its main thoroughfares, Mt. Vernon Avenue and Foothill Boulevard. The northwest portion of the area is public fiood controi land. 1'001,,"5:..., """Sl'.... , " A Sub-area B is 115 acres and is generally located south of Rialto Avenue, west of the 1-215 Freeway, north of Inland Center Drive, and east of "J" Street. This sub-area is a combination of commercial, industrial, residential, and public land uses. Sub-area C is 101 acres and consists of flood control land adjacent and west of the 1-215 Freeway and northwesterly of Orange Show Road/Auto Plaza Drive. 40th Street The 40'" Street Project Area was adopted June 10, 2000 and contains 432 acres. The plan is comprised of two non- contiguous areas known as Sub-area 1 and Sub-area 2. Sub-area 1 is the larger of the two sub-areas and is generally bordered by 44'" Street to the north, Sepulveda and Waterman Avenues to the east, Ralston Avenue and Sonora Street to the south, and Electric and Mountain Avenues to the west. The local neighborhood is served by a mix of retail and commercial uses. Residential uses are primarily north and south of 40'" Street, and east of Sierra Way. 40th Street . , . . . < . , . . < < . . . . o o . . .ClhSl,..t " A Sub-area 2 consists of multi-unit residential and vacant land just east of Sierra Way and along Waterman Avenue. 17 ACCOMPLISHMENTS Achievements in Community Revitalization - Prior Five Year Period THE HUB RETAIL CENTER Part one of this two phase project along the 1-10 corridor included the acquisition in 2002 of 35 properties to assemble sufficient land to accommodate a new Sam's Club, which had outgrown its current location, a few biocks to the west. This 135,000-square foot facility added an additional 130 employees to the existing workforce and attracted over $30 million dollars of private investment to the community. Following the successful relocation of this key anchor in 2003, the much more ambitious second phase of the Hub Retail Center commenced, including the widening of Tippecanoe Avenue, the realignment of Rosewood Avenue into Harriman Place, the undergrounding of utilities, and a new traffic signal at Tippecanoe Avenue and Harriman Place. In Phase II, 87 households were successfully relocated with many tenants becoming homeowners for the first time through generous relocation packages and the Agency's Mortgage Assistance Program. The relocation of these tenants made way for the new hospitality and retail center which now includes a Marriott Residence Inn and Fairfield Inn, and a myriad of new restaurants and retail outlets including BJ's Brewery, the Elephant Bar, Taco Bell, Coldstone Creamery, and T-Mobile. This development has been a classic redevelopment project eliminating severely blighted conditions, including substandard housing and major traffic congestion. Both Phase I and II resulted in increased sales tax, tax increment, and transient occupancy tax of approximately $1.4 million annually for the City and Agency, and the creation of approximately 450 new jobs. The Agency's cost was approximately $9.0 million for this endeavor, which was completed in 2006. INLAND BEHAVIORAL HEALTH SERVICES Downtown, which has seen challenges in attracting new development, was chosen as the site for a new medical facility for Inland Behavioral Health Services ("IBHS"), a community- based agency established in 1972 which became a federally Qualified Health Center in 2002. IBHS provides a full range of health care services to the medically underserved population of the City of San Bernardino including onslte primary health care, mental health treatment, programs for pregnant mothers and their children, as well as drug and alcohol treatment services, crisis intervention, counseling, drug diversion programs, and assistance programs for families facing homelessness. IBHS's patients are uninsured with 39% being Medi-Cal patients. With approximately 17,500 patients served annually, IBHS expects to double their annual patient count to 35,000 in the first year of operation of the new facility. The Agency was able to offer assistance to the new $9.2 million, 28,340-square foot medical clinic at 655 North "0" Street through offsite improvements such as street widening, curbs,. gutters, and sidewalks, and undergrounding of utilities. Completed in 2007, the project has attracted close to 400 well-paying medical and medical-related jobs to the Downtown area. 18 SAN BERNARDINO HISTORICAL AND PIONEER SOCIETY Another project located in Downtown was an Agency grant in r- 'I 2006 to the San Bernardino Historical and Pioneer Society. While small in economic terms, this project was large in terms of goodwill, enabling the Society to install a new roof to their historic 1891 Heritage House Museum, originally the home of Judge George E. Otis. Located on the corner of 8th and "D" Streets, which is the last remaining carriage corner lot in the City, the Historical and Pioneer Society Headquarters houses several important San Bernardino artifacts, and a library of eariy San Bernardino documents and records. -, LA PLACIT A Adjacent to Downtown, the Agency entered into a Disposition and Development Agreement with La Placita in 2006 to take down the extremely blighted EI Tigre strip center and construct a new shopping complex opposite the historic 1928 Sante Fe Railroad Depot, which itself has recentiy undergone $14 million in rehabilitation and historic renovation. Adjacent to this is the San Bernardino Metrolink Station which provides regular train transportation to Los Angeles and the beach cities. La Placita has been constructed in an architectural style which is sympathetic to the I original railroad depot across the street, including design elements like fountains, balconies, and piazzas. The project consists of 100,000 square feet of retail shops and boutique stores anchored by a 45,000 square foot Superior supermarket. The Agency was instrumental in assembling the relevant properties, installation of a traffic signal, realignment of streets, and the installation of the curbs, gullers, and sidewalks. When all of the stores become operational, it is anticipated that ,> approximately 120 jobs will be created with a $26 million capital investment on the part of the developer. MAPEl To the north of the City in the University Industrial Park, the Agency disposed of 16 acres of land in 2006 to the Italian multinational company Mapei, who manufactures grout and adhesives for the construction and home improvement industries. Phase one consisted of a 120,000 square foot manufacturing and distribution center on 6 acres leaving an additional 10 acres for future expansion. The stunning building, which was designed by Italian Architect Raphael Grecco, has set a new benchmark in architectural design and houses a quality control laboratory and a regional sales office. Mapei is a truly international company with manufacturing and distribution facilities in over forty countries across every continent worldwide. They employ approximately 60 people at the San Bernardino facility. ~~ 19 The west side of the City has historically faced challenges in attracting new development because of disadvantageous locations of freeway exits. The local restaurant chain Amapola Rico Taco, however, purposefully chose the southeast corner of Baseline and Mount Vernon Avenues to construct their new corporate headquarters and central commissary to serve the other restaurants in the chain. Not only did the Agency provide extensive counseling to the owners of the company in all aspects of design, engineering, and the development process, but also arranged for the financing of the project utilizing the Agency's Grow San Bernardino Fund through the National Development Council. Completed in 2005 this project has resulted in over 20 persons being employed at the facility, paved the way for three new Amapola outlets since the facility was built, and served as a catalyst for attracting further development to the area, including a new Walgreens pharmacy, a McDonalds restaurant, and a new shopping center on Mount Vernon Avenue. ESSEX As a result of the Orange Show Road extension to Waterman Avenue, the Agency owned a remnant property at the northwest corner of Orange Show Road and Waterman Avenue. The Agency entered into a Disposition and Development Agreement in 2004 for the sale of this property to the Essex Group for the construction of an ollice/industrial park of 222,000 square feet. The Essex Group constructed condominium units and two free standing buildings that have all been sold resulting in 33 new businesses at this corner and 164 new jobs. AMAPOLA - .........~., --- ~------:.-- L_ ~ ." _"'] r l:. ~ '.' .- , . .- ~- r ~ ,. !!!::::iiiiiII ;I PERRIS CAMPUS PLAZA PROJECT The Agency entered into a Redevelopment Cooperation Agreement with the Inland Valley Development Agency ("IVDA") in 2007 to provide assistance, through an Owner Participation Agreement, to the Perris Campus Plaza Project, located in close proximity to the Orange Show Road development, opposite the San Bernardino International Airport. Assistance consisted of financial assistance to address unforeseen expenses incurred with widening of Tippecanoe Avenue and the completion of improvements to storm drains and flood control facilities as part of mitigation measures for the project. The project consisted of three buildings totaling 107,800 square feet and houses the Community Action Partnership of San Bernardino County (a food bank), the County of San Bernardino Weatherization Department, and the San Bernardino County Preschool Services Department. Over 200 people are employed in these three buildings. ,- 20 ST. BERNADINE SENIOR HOUSING COMPLEX Some of the more notable achievements in the Agency's Housing Division include the rehabilitation of 151 units at the St. Bernadine Senior Housing Complex at 550 West 5th Street. The project included the installation of an upgraded elevator. interior and exterior painting, new awnings. carpet, and covered carport. The Agency expended $700.000 in federal HOME Funds for this project which was completed in 2007. TELACU The Agency entered into a Development and Disposition Agreement with TELACU Development. LLC in 2005 for the development and sale of 12 single family homes (6 affordable and 6 market rate units) for the 49th Street rehabilitation project. To facilitate the project, the Agency acquired a dilapidated but occupied 4-plex unit, 5 vacant 4-plex units. and 6 vacant parcels. The original residents were relocated to safe and sanitary housing elsewhere in the City. The Agency expended $1.2 million from its Low and Moderate Income Housing Fund in the 40th Street Project Area and has since acquired, relocated, and demolished an additional four 4-plexes and one 10-plex for future Phase II development of 49th Street. To date, the Agency has expended a total of $2.7 million from its Low and Moderate Income Housing Fund and ..,. $500.000 in federal HOME funds. -.~ GILBERT STREET Under a Development Agreement with AHEPA National Housing Corporation Inc. and AHEPA Local Arrowhead 302 Chapter, a beautiful new 90-unit, senior housing complex was constructed at 377 East Gilbert Street near Saint Bernadine Hospital. The Agency expended $1.3 million in federal HOME funds on this showcase project which was completed in 2009. MEADOWBROOK PARK In the Meadowbrook Park area of Downtown, the Agency acquired 11 dilapidated properties consisting of a neighborhood store, three 4-plexes, six single family homes, and two vacant parcels to assemble 13 lots. The tenants were relocated and structures demolished. The parcels were combined with 10 developer-owned lots for the construction of 23 single family homes. The Agency expended $4.1 million from its Low and Moderate Income Housing Fund on this important slum clearance project. The project was completed in 2008. 21 SECTION II: REDEVELOPMENT STRATEGIC PLAN 22 REDEVELOPMENT PLAN GOALS Community Reinvestment and Revitalization This Implementation Plan establishes a programmatic work plan for implementing and achieving the goals of the Redevelopment Agency over the next five years. Those strategic goals are set forth in the Agency's adopted redevelopment pians for the 14 Project Areas, and are listed as follows. e LIVE .~ . PLAY o INVEST -~ ACCESS I~ GO Develop Community Identity. Foster community identity by promoting an environment characterized by architectural and urban design principles, developed through the encouragement, guidance, and professional assistance to owner participants and redevelopers. Improve Quality of Life. Increase the variety of recreational opportunities available to the residents within the Project Areas. Create a Stronger Local Economy. Create local job opportunities by attracting retail and other non-residential commercial and office uses, particularly along major thoroughfares. Invest, Promote, and Respect. Promote economic development in the Project Area(s) by providing an attractive, well-serviced, and well-protected environment. Encourage land disposition and development through land assembly and improved access to infrastructure and public services. Address incongruous land uses by developing landscape buffers and greenbelts. . Emphasize Infrastructure Improvements. Facilitate improvements to public infrastructure and facilities that serve the Project Areas, including installation, construction, reconstruction, redesign, or reuse of streets, utilities, curbs, gutters, sidewalks, and other public improvements. Improve and Develop Efficient Circulation Systems. Develop a circulation system that improves vehicular movement. Provide and regulate the provision of parking to meet the needs of residents and commercial businesses. 23 ~ Encourage Community Engagement. Economically revitalize the Project Areas by supporting the cooperation and participation of residents, business owners, public agencies, and community organizations. COLLABORATE (!) Housing Accessible to All Families. Increase, improve, and preserve the supply of housing, especially housing affordable to very low, low, and moderate-income households. Increase home ownership in the residential portions of the Project Areas. PRESERVE 24 - STRATEGIC PLANNING Strategic Objectives and Regional Strategies To implement the eight redevelopment goals of the Agency, this Redevelopment Strategic Plan establishes strategic objectives, regionally-focused strategies, and a five year action plan of projects and programs. The core elements of this Implementation Plan are the five year work programs developed for two geographic regions of the City. The work programs share a common sequence of strategic objectives designed to create a logical and strategic plan for successful redevelopment. STRATEGIC OBJECTIVES Much of the Agency's success depends on its ability to time projects to market opportunities, anticipate and respond quickly to the needs of investors, and build bonding capacity to support new development and public improvements. The Agency's five year work programs are structured around three consistent strategic objectives intended to maximize the Agency's responsiveness to market opportunities, manage public and private risk, and facilitate the creation of public improvements and affordable housing. Plans and Policies Redevelopment is a catalyst and tool to pursuing a vision that is cast by City leaders through land use plans and policies. Long-range plans that support redevelopment activities provide policy direction to derive the greatest public benefit from redevelopment activities and projects, and discourage inefficient piecemeal development. By establishing land use objectives and policies, development standards, and design guidelines, the City sets the policy stage for redevelopment and helps create a reduced-risk environment that more readily attracts private investment. Land use plans and policies also provide the framework for planning and financing infrastructure that will support new development. During 25 the next five years, the development and adoption of updated land use plans and policies will be critical in the Downtown area where the City and Agency recently completed a long-range Downtown Core Vision/Action Plan. Updated General Plan and zoning regulations will provide tools for guiding redevelopment of the Downtown. Public Infrastructure and Facilities As land use plans and policies are crafted and updated to support the revitalization goals of the City, the City and Agency must determine how to proactlvely finance and build public infrastructure and facilities needed to support new development. Tax increment generated from new development can be leveraged toward public improvements and facilities that benefit the entire project area and neighborhood, and not just individual development projects. By upgrading infrastructure to create capacity that supports additional future development, the Agency will greatly advance the revitalization goals of the City while creating an environment that attracts capital and is more readily responsive to market opportunities. The City's main commercial corridors will be an important focus of this Implementation Plan. Catalytic Projects Redevelopment acts as a "sparkplug" in city revitalization efforts, creating just enough energy and momentum in a city's economic engine to let it rev up and run on its own. By strategically focusing and leveraging resources on key "catalyst projects," redevelopment can spark enough market confidence to attract private investment to a city's revitalization vision and plans. In the current economic downturn and depressed real estate market, distressed opportunity areas around the City have emerged containing vacant buildings and development-ready sites in key strategic locations along major corridors of the City. This Implementation Plan identifies strategies and projects targeting those distressed opportunity areas. ..... \'rrt~.,. ~'~.l1lj~ ~.__.. ",..... .~..,.. \. .;t.~.. " ,.,., ... ~ . . . 26 REGIONAL STRATEGIES AND WORK PROGRAMS For purposes of this Implementation Plan, the Agency's 14 Project Areas are grouped into two geographic regions, Areas A and S, as shown below in Figure 11-1. Figure 11.1 City of San Bernardino. Redevelopment Proiect Areas Legend P'-". --i......J City of San Bernardino _CentralCItyNorth _ Centra/City W&sl _N~at C-4OthStr_ _Sla..""'", Central City East _ CentralCily/Me8lbltlrook _eentfalCilySoulh . Southeast I Toay _ South Vallll . Uptown _Ml._ IVDA ~ ,....-.. d ,) i ..,t,r .. , L...."...,,,, ! r-'~'" ,- 4I~f . '\A Note&: tVDA bound8rie. ertend beyond San Bernardino dry ~rrVts. F'rftPllI'9d by RSG, August 17, 2009 00.350.1 U 2.1 2.8 HI-I Ui_ A series of regional strategies were identified during the Agency's strategic planning process for the Implementation Plan. In addition to strategies that are specific to Areas A and S, citywide strategies affecting both regions were also identified. Under each strategy, specific projects and programs that impiement the strategy are presented. The projects and programs contained in the work program represent the strategic priorities of the Agency. The future implementation of each project or program is subject to funding availability and approval by the Agency as described below.3 3 CRL Section 33490(aX1)(B) provides that the adoption of an implementation plan shall not constitute an approval of any specific program, project, or expenditure and shall not change the need 10 obtain any required approval of a specific program, project. or expenditure from the agency or community. 27 FUNDING SOURCES The Agency's redevelopment powers and resources provide the Agency a unique ability to collaborate with other stakeholder agencies (e.g., City, IVDA, Omnitrans, federal agencies) to leverage multiple funding sources toward projects and programs that achieve common strategic objectives. The following strategic work programs contain potential projects and programs and identify cost estimates and their funding sources. These cost estimates are general and non-specific estimates and are not yet approved or budgeted expenditures of the Agency. Cost estimates are based on one or more funding sources as defined below. Funding Source Definition T1F Tax Increment Financing CIP City Capital Improvement Program/Plan OIF City Development Impact Fees PBIO Property.based Business Improvement District (as listed in the work programs, "PBID- may also include assessment districts, landscape and lighting districts, community facilities districts, etc.) COBG/108 Community Development Btock Grant and Section 108 Loans (administered by the U.S. Department of Housing and Urban Development) NSP Neighborhood Stabilization Program (grant administered by the U.S. Department of Housing and Urban Development) EPA Federal Environmental Protection Agency grants SB County County of San Bernardino IVOA Inland Valley Development Authority Omnitrans Regional bus transit agency AFBA As Funding Becomes Available 28 - o c: .!! ~ III N III ~ > ~& <0/1 o:~ C) ~ o E o:t: l1. ~ x:-= 0: GI O~ ~.E I- E Z ~ w g' ~li. l1..>< o ~ ..J 0 W~ > :0 w GI 0>- W ~ 0:;:;: CD III GI ~ <( ~ <( 0:: t!) o 0:: a. ~ 0:: o ~ al ~ 0:: <( "C .. 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I~ )& -~ j ~c ~om " ~EmQ)"" E -ale ~~ ;~~ ~(U5b.~ c~~~g ~Q) Q) c~ ,cE~ d~~~~~ ~~~m2~ein~ Q)C-g~EdC~<Ul'2Enla>::3 .c-~-g"'2.ovi ~~(U'~jgi~~~B!gSo~~~~@c~~Y~ >~.~:~~~lci~i'~i~~~i~8g~~~~: g e u.S: 1lI ::J ~ cO '^ l::: ~ Q) III C >-.= 'U ~.- (tI III . C c irnQ).~bg~-t~'~~~~Q)~~~uU.cgc8::J - g.E: g ..<<1 0 ~_ 0)$ E -0 Et'j ~_:g 2m (,).Q ..g .!::!:;;; O.c~ >-2 E~:: ~c~..... ~ "-:::. ~ ..Ul ~ Vi"~;.- -ro~U(UroQ)Q)UlQ)C.~.-Ulro~~cIllCO~m'-Ul ~t'iSc~'~>~~~~.~.~aSt'im~8Eo~i5 ~~.=~.~~t'i~~t'i~~t'ii~~.5ti&~eg=E! o SECTION III: HOUSING COMPLIANCE PLAN 64 INTRODUCTION Overview of the Housing Compliance Plan The CRL requires agencies to adopt an affordable housing compliance plan that identifies how the Agency will achieve the affordable housing production requirements for each Project Area. The compliance plan must be consistent with the jurisdiction's housing element and must also be reviewed and, if necessary, amended at least every five years in conjunction with the cyclical preparation of the housing element or the agency's five year implementation plan. This section of the Implementation Plan addresses specific requirements in the CRL with respect to prior affordable housing activities and the anticipated housing program for the current ten-year planning period (fiscal years 2004-05 through 2013-14) ("Compliance Period"). This Housing Compliance Plan amends the Affordable Housing Compliance Objectives adopted on January 22, 2007 and presents an updated affordable housing plan through the duration of the Compliance Period. Additionally, the Housing Compliance Plan details the Agency's Housing Goals and proposed work program during the Compliance Period and evaluates the Agency's affordable housing requirements for the next ten years (FY 2009-10 to 2018-19) and the life of the Redevelopment Plans. The Agency is required to allocate 20% of the tax increment revenue it receives from the Project Areas to increase and improve housing affordable to very low, low, and moderate income households. The Housing Fund has been established for this revenue. The Agency has the authority to expend the Housing Fund either inside or outside the Project Areas and aggregate its housing production activities among all Project Areas to more effectively meet housing program objectives. This includes the area contained within the Inland Valley Development Agency ("IVDA") Redevelopment Project Area located within the City of San Bernardino jurisdictional boundaries. The Agency, with the adoption of rts 2004 Housing Compliance Plan, has taken action to aggregate its new and substantially rehabilitated units among all Project Areas. The Agency will consider similar action at the Public Hearing to consider the adoption of this Implementation Plan. It is anticipated that, based upon the evidence provided, the Agency will find that the aggregation of its affordable housing obligations among its Project Areas Is of benefit to the Project Areas and the community, and that such aggregation will not cause or exacerbate racial, ethnic, or economic segregation. Redevelopment agencies use Implementation plans to establish ten-year objectives to achieve compliance with the CRL in its affordable housing programs. These generally fall into three categories: . Housing Production - Based on the number of housing units ccnstructed or substantially rehabilitated over a ten-year period, a redevelopment agency must ensure that a percentage of these units are affordable to low and moderate Income households. . Replacement Housing - Another legal obligation of redevelopment agencies is to ensure that any housing units destroyed or removed as a result of an agency redevelopment project are replaced within four years. . Expenditures by Household Types - Redevelopment agencies must meet specific requirements on the amount of Housing Funds spent over a ten-year period on housing affordable to very low income households, low income households, and housing for residents under the age of 65. 65 IVDA PROJECT AREA AND HOUSING POLICY WITH THE AGENCY IVDA is a joint powers authority comprised of the Cities of Colton, Lama Linda, Redlands, and San Bernardino, and the County of San Bernardino (the "County"). The IVDA Project Area was adopted by 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 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, Lama Linda, and Redlands. 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 three miles of the territory surrounding, adjacent to, or in proximity to the Norton Air Force Base. Base closures have a significant impact on the economy of the surrounding area and authority was granted to the IVDA and participating agencies to revitalize this area. The IVDA and participating jurisdictions have entered into an agreement wihereby said jurisdictions have agreed to administer IVDA's Low and Moderate Income Housing Funds to increase and improve the communities' supply of housing available at affordable housing costs to persons and families of very low, low, and moderate income households within their respective jurisdictional boundaries. Pursuant to the current IVDA affordable housing program, 20% housing set-aside funds are transferred by the IVDA to each participating jurisdiction which in turn use these funds for specific affordable housing development activities either within the portion of the IVDA Project Area located within their jurisdictionai boundaries or elsewihere in the territorial jurisdiction of the participating jurisdiction. Each participating jurisdiction 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, an agency may only claim a 50% "inclusionary housing credit" for such a housing unit. On September 14, 2005 the IVDA adopted Resolution No. 2005-08 which permitted each member jurisdiction that adopts an acceptance resolution of the IVDA Inc/usionary 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 that is also within the territorial jurisdiction of such member jurisdiction. The Agency on November 7, 2005 adopted Resolution No. CDC 2005-38, 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 Implementation Plan encompasses both those units created/replaced within the San Bernardino Project Areas and the IVDA Project Area, collectively referred to as the "Project Areas." 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 wihich controls its 20 percent set-aside, could make a finding and determination to withhold these funds at any time. Consequently, any and alllVDA funds should be treated and used as "estimates and projections." Future revenue streams from IVDA funds are uncertain and therefore restrict the Agency's bonding capacity if supported by tax increment revenue generated within the IVDA Project Area. 66 AGENCY'S FIVE YEAR AFFORDABLE HOUSING GOALS Community Affordable Housing Focus In conjunction with the Mayor and Council members, the Agency completed an Integrated Housing Strategy ("IHS") on October 20, 2008 to help focus implementation activities to meet the City's current and future housing needs. As a result of the IHS and the goals indentified in the Redevelopment Pians, the following details the Agency's housing goals over the remainder of the Compliance Period: . HELP o INVEST ~ COLLABORATE <!) PRESERVE Notice of Funding Availability. Create a more objective and consistent system for awarding funds for housing projects. Invest, Promote, and Produce. Promote affordable housing development in the Project Area(s) by providing housing resources for greater community sustainability. Efficientiy and creatively expend scarce housing resources. Encourage Community Engagement. Encourage private sector investment and deveiopment of affordable housing by supporting the cooperation and participation of residents, business owners, public agencies, and community organizations. Housing Accessible to All Families. Increase, improve, and preserve the supply of housing, especially housing affordable to very low, low, and moderate income households. Increase home ownership in the residential portions of the Project Areas. AGENCY AFFORDABLE HOUSING FIVE YEAR STRATEGY Affordable Housing Strategic Programs The following describes the Strategic Programs the Agency will undertake to achieve its affordable housing goals in the Project Areas. The Strategic Programs were identified as part of the IHS and Agency staff input on additional needs since the IHS was prepared. The Strategic Programs, including the projects contained within, will be facilitated in all of the Project Areas to satisfy the Agency's affordable housing requirements pursuant to the CRL. . Affordable Housing Project Solicitation: The Agency will allocate funds on an annual basis that will be used to review development proposals, provide project gap funding, improve housing stock, and ensure adequate affordable housing management. The purpose of this is to provide funding to address housing needs throughout the City as they arise while meeting affordable housing needs. 67 . Single-Family Homeownership and Neighborhood Revitalization: The Agency seeks to facilitate programs designed to enhance residential neighborhoods and promote responsible homeownership. This will create healthy and sustainable communities throughout the City. . Strategic Site Specific Development: The Agency will explore opportunities to acquire specific strategically located sites for affordable multi-family and single family housing development. Sites will generally be chosen based on presence of blight or the potential of being a catalytic project spurring private investment. . Grant and Loan Procurement: The Agency will seek grant and loan opportunities that can be immediately inserted into existing programs and projects in order to extend the Agency's delivery of housing production. By applying for specific grant and loan opportunities that integrate smoothly into existing Agency activities, the speed of new development will increase without additional cost to the Agency. AFFORDABLE HOUSING WORK PROGRAM The list below describes the proposed strategies and related projects for affordable housing across all Project Areas, including Housing Goals that would be achieved, projected timeframe, and estimated costs to implement each Strategic Program over the next five years.'oAdditional projects that are not listed may be implemented over the next five years in accordance with the Strategic Programs. ProjecUDescriplion I Housing Goals Achieved ., STRATEGIC PROGRAM H-l: AFFORDABLE HOUSING PROJECT SOLICITATION. A total of $17,450,000 from the Housing Fund has been allocated towards this program over the remainder of the Compliance Period. o Notice of Funding Availability: Program that provides for affordable housing development by informing potential developers of the availability of housing funds from the Agency's various housing fund resources. GO ~ (!) Ongoing Hnll '"VIS' COLUIOIIAT( '''uuv~ STRATEGIC PROGRAM H-2: SINGLE-FAMilY HOMEOWNERSHIP AND NEIGHBORHOOD REVITALIZATION. A total of $16,410,000 from the Housing Fund has been allocated towards this program over the remainder of the Compliance Period. o Residential Revitalization Opportunities: Funds allocated to neighborhood housing projects to lessen blight and promote high quality affordable housing. (J Homebuyer Assistance Program: Citywide housing program that promotes home ownership through a deferred payment second trust deed loan targeted to income eligible home buyers. (J Code Compliance Receivership Program: Program that utilizes Section 17980.7 of the California Health and Safety Code to target blighted residences for rehabilitation and overall neighborhood revitalization. O~ FY 12-13 thru FY 13-14 ......UT COllAROIIATf O~(!) Ongoing ,......IT COLLA.OIIATI'IIUIII"'I o Ongoing '..YlIT 10 Costs are subject 10 change, and completion of these prOjects may require future action by the Agency. 68 Project/Descnption Cl Single Family Rehabilitation Program: Program provides grants of $10,000 to inoome eligible homeowners for exterior rehabilitation within designated target areas. Grant may be used for exterior painting, landscaping, sprinklers, fencing, driveway, security lighting or roofing. Cl Old Timers Grant Program: The Old Timers Foundation, a local non-profit corporation, performs minor and emergency repairs to low.income homeowners (80% and below median income). The repairs generally do not exceed $1,600 per house. Eligibility requirements require that the applicant be a senior age 60. disabled, handicapped, or a recipient of Social Security Income. Housing Goals Achieved O$~ 'llyn' CO~~""OIl"'n: 'llfUIlYf O$~ lllvn' COU."'OIl...n: II.fUIlVI .. .. Ongoing Ongoing STRATEGIC PROGRAM H.3: STRATEGIC SITE SPECIFIC DEVELOPMENT. A lolal of $16.950,000 from the HousIng Fund has been allocated towards this program over the remainder of the Compliance Period. Cl Land Acquisition, Relocation, and Demolition Program: Program that promotes ancillary development and site preparation activities for future development of Agency properties. 1:1 5th and Meridian Project: Project located along the 2600 block of W. 51h Street that is targeted for acquisition, tenant relocation, and a RFP soliciting an affordable housing developer. 1:1 49th Street Housing: Further acquiSition and demolition for future housing development through the acquisition of blighted properties to be replaced by up to seven new affordable and market rate single family homes. Cl 19th and Sunrise Project: Acquisition, relocation, rehabilitation and/or demolition of a series of blighted four-plexes to be followed by affordable rental housing and newly built for-sale single family homes. 1:1 Magnolia-Highland Senior Housing: New construction of 80 units of affordable senior housing to be built on a previously blighted commercial site. This represents the first project from the Agency's NOFA program. o lllyn' O~~ lllvn' COLl....O....'IIIllfUIlYI O~~ '1lVt:1l cO~~""OIl"'TI ,.UfIlYI O~~ 'Ilvn' COu.....o...n 'Ilnun OO~~ IlE~II lllYl1l COu.....oll...n IIltl!lI'lIYf Ongoing FY 09-10 thru FY 11.12 FY 09-10 thru FY 11-12 FY 09-10 thru FY 12-13 FY 09-1 0 thru FY10-11 STRATEGIC PROGRAM H-4: GRANT AND LOAN PROCUREMENT. A tolal of $250.000 from Ihe Housing Fund has been allocated towards thiS program over the remainder of the Compliance Period 1:1 Tax Credit Procurement: Technical assistance funds allocated to develop and submit competitive low-income housing tax credit applications. O~ 'llyn'"I1UlIIYf Ongoing 69 Project/Description .. .. .. . .. o Action Programs and Applications: Technical assistance funds allocated to secure federal, state and other affordable housing grants and related resources. O$~ Ongoing INvelT COU...'O....Tll ..In.V( STRATEGIC PROGRAM H-5: OTHER STRATEGIC HOUSING DEVELOPMENT ACTIVITIES. A total of $3,337,670 from the Housing Fund has been allocated towards this program over the remainder of the Compliance Period. o Casa Ramona' Highland Stand by: Funds allocated on a stand-by basis to assist developer financing of an affordable senior housing project previously assisted with Agency housing set.aside funds. O~ FY 09-1 0 thru FY 13-14 'NVUT NUI.VI o Utility Rebate Program: Program provides sewer, water, and refuse rebates to eligible owner-occupied households. o Ongoing 'fjVlllT o Mobile Home Inspection Program: Funds used to pay a portion of the salary of a city building inspector whose job it is 10 identify health and safety violations in the city's network of mobile home parks and to cite those violators. o Ongoing ,fjVlIT o Emergency Relocation! Rent Assistance: Funds used by the City Attomey's Office to pay for emergency relocation of low-income tenants of residential rental properties cited for severe health and safety code violations. o Ongoing 'fj\l'UT o Casa Ramona Grant: Grant funds made available to an affordable senior housing project previously assisted with Agency housing set-aside funds. O~ FY 09-10 thru FY 13-14 .NVIIT NUI.VI 70 AFFORDABLE HOUSING COMPLIANCE BLUEPRINT FOR AGENCY HOUSING ACTIVITIES The Housing Compliance Plan serves as a blueprint for current and future Agency activities within the Project Areas and outlines how it will meet jts 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 Sections 33000 et ssq. Specifically, it presents a forecast of the number of affordabie housing units that may be required over the ten-year Compliance Period, 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 of the Implementation Plan at any point, including but not limited to the mid-term opportunity as required by CRL. HOUSING PRODUCTION Since 1976, redevelopment agencies have been required to assure that, for all units developed in a project area by entities other than an agency, at least 15% of these new or substantially rehabilitated dwelling units be made available at affordable costs to very low, low, or moderate income households. Of these affordable units, not less than 40% are required to be avaiiable 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. These affordable housing production requirements differ for Agency-developed housing versus privately-developed housing. The CRL requires that at least 30% of all new or substantially rehabilitated units directly developed by an agency (within a project area) be 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. It is the practice of this Agency to enter into agreements with third party developers to build all affordable housing units in the Project Areas, and not directly develop housing. The Agency intends to continue this practice through the remaining life of the Redevelopment Plans. Appendix 2 provides a glossary of terms related to affordable housing covenants, affordability limits, and inclusionary unit satisfaction. Table 111-1 on the following page shows the total amount of affordable units that have been or are anticipated to be produced in the Project Areas. Those affordable units already produced have documented covenants appropriate to the time in which they were produced and have been counted towards the inclusionary requirements triggered by development in the Project Areas pursuant to CRL Section 33413(c)(1). These affordable units which have been counted towards inclusionary requirements cannot also be used to replace affordable units destroyed within the Project Areas. At this time, no affordable units produced outside the Project Area are expected to be counted towards inclusionary housing requirements. However, in the future, housing units restricted to lower income households produced outside the project Areas may be used towards satisfying inclusionary housing requirements on a 2-for-1 basis according to Section 33413(b)(2)(ii) of the CRL. 71 Production of Affordable Units San Bernardino Economic Development Agency Table 111-1 Total Low & Affordable Very Low Moderate Units 1 Units Units Produced From Adoption through 626 537 89 6/30/2009 Projected To Be Produced From 711/2009 throu9h the End of the 403 162 241 Redevelopment Plans Total Affordable Units Produced 1,029 699 330 1 Does not include units that are to replace demolished affordable units As of June 20, 2009, there have been 537 very low income and 89 low and moderate income units produced in the Project Areas since the adoption of the Redevelopment Plans. From July 1, 2009 through the termination of the Redevelopment Plans, it is projected that 162 very low and 241 low or moderate income restricted units will be produced. Therefore, throughout the entire life of the Redevelopment Plans, it is estimated that a total of 1,029 very low, low, or moderate income restricted units will have been produced in the Project Areas. The Inclusionary Housing Obligations tabie on the following page (Table 111-2) summarizes the production goals over various time periods as required by the CRL; a summary by Project Area may be found in Appendix 3. The number of affordable units required is based on statutory thresholds prescribed by the CRL, and the Agency is responsible for ensuring that the appropriate number of affordable units is created during the Compliance Period. Pursuant to CRL Section 33413(d)(1), project areas adopted before 1976 are exempt from the production requirements previously described for very low, low, and moderate income housing ("inclusionary units"). This exemption is removed if a 10-year extension of the project area's effectiveness is adopted under CRL Section 33333.10. Meadowbrook I Central City, State College, and Central City North Project Areas were adopted in 1970 and 1973, respectively, and have not been amended to date under CRL Section 33333.10. Therefore, housing units built in these Project Areas do not generate inclusionary housing obligations. However, since the Agency has aggregated its housing production obligations across all Project Areas, affordable units produced in these Project Areas may be used to satisfy obligations generated in other Project Areas in the City. To estimate the number of housing units that need to be affordable to low and moderate income households, the Agency estimated the total number of units to be constructed or substantial rehabilitated in the Project Areas and applied formulas established in the CRL. The following inclusionary housing anaiysis takes into account all residential construction or substantial rehabilitation that occurred within the Project Areas since their adoptions to determine affordable housing production needs, and includes projections for the number of additional dwelling units to be constructed or substantially rehabilitated during the Compliance Period, the next ten years, and over the life of the 72 Redevelopment Plans. Appendix 4 shows a complete listing of all housing units counted towards the Agency's Inclusionary Housing Obligations through June 30, 2008 as well as the affordability covenants associated with each of the units. 73 Inclusionary Housing Obligations Tablelll.2 San Bernardino Economic Develonment Anencv Aggregate of All Project Areas Units Total Affordable Very Low Low & Privately Units Units Moderate Developed Required2 Units Housing Units Developed 3 901 138 58 80 ~;l; Adoption through 6/30/1994 .S!l;n Affordable Units Built or Covenanted 11 ,. -~ 22 1 21 0.- Adoption Through 6/30/1994 " II 00 "t! ",.. Affordable Units Surplus (Deficit) n Adoption Through 6/30/1994 (1181 (57) (59) " Housing Units Developed 3 ~ 253 45 22 23 .;<\ 7/1/1994.6/3012004 '" 0 Affordable Units Built or Covenanted Il " "'N 498 ,. 447 51 " ~a 7/1/1994.6130/2004 " ~ ~ - ;::;j; Affordable Units Surplus (Deficit) If ,I . - 453 425 28 . 7/1/1994.613012004 - -". --.. CUMULA TIVE AFFORDABLE UNIT SURPLUS (DEFICIT) _. . :f II II II ADOPTION THROUGH 6/301200. 337 " 368 (31) Housing Units Developed 3 280 46 22 24 .. '" 7/1/2004.6130/2009 ~88 Affordable Units Built or Covenanted n 106 89 17 .. 1I)t!~ 7/1/2004 - 613012009 " ~ ~ " --s N .~ II c; - ~ Affordable Units Surplus (Deficit) &: ;;; 7/1/2004 - 6130/2009 60 67 (7) ::: ---- ~--------------------- ---------------------- . Housing Units to Be Developed (Est.) 3 .. '. .. " Q ~Ol_ 194 34 17 17 - 0 "" 7/112009.6/30/2014 " O! "'li!l!: ~ ~ Affordable Units To Be Built or Covenanted (Est.) ..,.~ Ii ;:: "-S 403 II 162 241 ~f;::: 7/1/2009.6130/2014 " Affordable Unit Surplus (Deficit) Over 2nd 10 Year ..';!,,<".' " .n 431 II 213 218 Compliance Period (Est.) 7/1/2004 - 6/30/2014 _!..... CUMULATIVE AFFORDABLE UNIT SURPLUS (DEFICIT) (Est.) II 766 II 580 186 ADOPTION THROUGH 6/301201' " i' . ~] .'" Housing Units to Be Developed (Est.) 3 175 29 13 16 ..~ ~ 0 7/1/2014 - 6130/2019 ~ .51 ON N- Affordable Units To Be Built or Covenanted (Est.) II _0 II ~.. ~t! 0 If 0 0 ~ ~.. 7/1/2014 - 6/30/2019 CUMULA TlVE AFFORDABLE UNIT SURPLUS (DEFICIT) (Est.) II II 737 567 170 ADOPTION THROUGH 6/30/2019 :1 . Housing Units to Be Developed (Est.) 3 40 '" 250 19 21 ~.. Zl1l2019. Fnd nf RlAdeYeloom~s. 0< jl I' O!w Affordable Units To Be Built or Covenanted (Est.) 0 0 ~ II 0 ;:: 7/1/2019. End of Redevelopment Plans -- , . ..,......,... II il II CUMULA TlVE AFFORDABLE UNIT SURPLUS (DEFICIT) (Est.) +697 +548 +149 ADOPTION THROUGH THE ENO OF REDEVELOPMENT PLANS , Pursuant to 33413(d)(1), projecf areas adopted before 1976 are exempt from me requirement to restrict as affordable to very low, low, and moderafe income households 1 15% of All Units Developed or Substantially Rehabiliated 3 Housing Units Developed I To be Developed include both newly constructed units and substantially rehabilitated units per Section 33490(a)(2)(8). 74 Table 111-2 shows that development over the past five years has generated a need for 22 very low and 24 low or moderate income restricted units. As 89 very low income units and 17 low and moderate income units were produced during this time, there remains a surplus of 67 very low and 7 low or moderate income units. Development that is anticipated to occur over the next five years in the Project Areas will generate the need for 34 affordable units, 17 of which must be restricted to very low income households. The Agency further anticipates that during the same time period, 403 affordable units wili be produced, 162 units of which are expected to be restricted to very low income households and 241 to low or moderate income households. Therefore, during the course of the current ten-year Compliance Period, it is estimated that the Project Areas will have produced a total surplus of 431 affordable units, 213 of which are very low and 218 are low or moderate units. Taking this surplus into account, it is projected that, from adoption of the Redevelopment Plans through June 30, 2014, the Project Areas will likely have a total surplus of 766 affordable units, 580 of which will be restricted to very low income households and 186 to low or moderate income households. Through the remaining effective term of the Redevelopment Plans, the Agency has projected that the number of housing units that are to be produced will be based on historical development trends and amounts of available land in each of the Project Areas. During the first five years of the next Compliance Plan period, fiscal years 2014-15 through 2018-19, the Agency anticipates that development will generate the need for 13 very low and 16 low income units. Similarly, development that will occur from fiscal year 2018-19 through the term of the Redevelopment Plans will generate the need for 19 very low and 21 low income units. Taking into account the surplus of affordable units at the end of the current Compliance Plan Period, there will still remain a surplus of 548 very low and 149 low income units at the expiration of the Redevelopment Plans. As described earlier in this Implementation Plan, the Agency anticipates development of affordable housing projects in the Project Areas over the Compliance Period that may result in sufficient units to meet the housing production goal. Included in Appendix 2 is a breakdown of projected housing production by Project Area. The fulfillment of the projected housing needs is anticipated to be accomplished through the completion of the programs listed in Work Program. 75 REPLACEMENT HOUSING Summary of Replacement Units Versus Demolished Units Table III - 3 San Bernardino Economic Development Agency # of Units # of Bdrms Very Low Units Low & Mod Units .1::'"' Demolished 366 714 272 94 ",0 ,,0 o~ Replaced 1122 2314 751 371 ~o .1::,. I-ii; Surplus (Deficit) 756 1600 479 277 '0> Demolished 187 333 80 107 ,",0 00 ON Replaced 40 81 11 29 N- _0 ~ ,. ;:::(0 Surplus (Deficit) (147) (252) (69) (78) Cumulative Surplus (Deficit) 609 1348 410 199 Through June 30, 2009 Source: San Bernardino Development Services Department The CRL requires that whenever housing occupied by low and moderate income persons or households are destroyed as part 01 an Agency project, the Agency is responsible lor ensuring that an equivalent number of replacement units are constructed or substantially rehabilitated. These units must provide at least the same number 01 bedrooms destroyed, and 100% of the replacement units must be affordable to the same income categories (very low, low, and moderate) as those removed. The Agency receives a full credit for replacement units created inside or outside the Project Areas. Table 111-3 above summarizes the units that have been demolished and subsequently replaced in the Project Areas. According to Agency records, there were 366 affordable units that were destroyed in the Project Areas lrom the adoption 01 the Redevelopment Plans through June 3D, 2004. Of these, 272 units were occupied by very low and 94 were occupied by low or moderate income households. However, during the same time period, 751 very low and 371 low or moderate replacement units were built or covenanted in or outside the Project Areas, generating a surplus of 479 and 277 very low and low or moderate income affordable units, respectively. Simiiarly, lrom July 1, 2004 through June 30, 2009, records show that 80 very low and 107 low or moderate income units were destroyed and were replaced by 11 very low and 29 low or moderate income units. This left a deficit for this period of 69 and 78 very low and low or moderate income affordable units, respectively. However, the surplus from the previous period was sufficiently large to offset this period's deficits. Therefore, from adoption of the Redevelopment Plans through June 3D, 2009, there were a total of 609 more affordable units produced than were destroyed in the Project Areas. A complete listing of all the replacement units quoted in the above table can be lound in Appendix 5. During the remaining Compliance Period through June 3D, 2014, the Agency anticipates one additional project that will result in the displacement or removal 01 affordable housing units in the Project Areas. The 51h and Meridian Avenue Project contains 68 housing units and a Replacement Housing Plan was adopted by the Agency on September 8, 2009. When the Agency purchased the property, 38 units were in such disrepair (lack of plumbing and electrical wiring) that they could not be inhabited without substantial rehabilitation and thus were not viable market units. 01 the remaining 30 viable units, 29 very low income units and one moderate income unit wili be removed Irom the housing market and will 76 need to be replaced by the Agency. As depicted in Table 111-3, the Agency currently has a surplus of 609 replacement housing units that will be more than sufficient to replace displaced units resuiting from the 5th and Meridian Project. HOUSING PROGRAM CASH FLOW ANALYSIS The Agency's primary source of funding for housing projects and programs is the annual deposit of 20% of its tax increment revenue into a special housing set-aside fund. The CRL requires that these funds 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, bond proceeds, IVDA housing revenue, loan repayments, and other miscellaneous revenue. The following table presents the Agency's Housing Fund projected cash flow over the next ten years. The first five years represent the remainder of the Compliance Period (FY 2004-05 through 2013-14) and the subsequent five years represent the beginning of the next compliance period (FY 2014-15 through 2023-24) and is included to assist the Agency with planning for future affordable housing projects and programs. 77 . . ! " ~!a . . . ., , i . ... .. ~... ,. 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'Ii I" j . . I n~ ! . ~ ! ; . !~ :-.= "5 .. I" g" 1<> !.. ! 5 ~ ! '" .. :! ~ ~ . ~ ~ . ~ ~ . ~, ~ . ~ ~ I o . . ! . . ~ ~ ~ " " . ;; ~ ~ 1l II " . . . ;; . . . :; ~ ~ 1l II . . . II . ~ ~ ! ! . " . ~ ~ ~ . . ~ ,I ~ I I ; .. t ; J . ~ . I ;" f! LJh ~ . . ~ . " ~ . . . ~ . " ~ . . I ~ . ~ . ~ . . ~ . . ~ ~ . ~ ! . ~ ;! ~ I ~ I ~ II . ~ 1l ~ ! . 1 . . , . . I . ~ ~ 8 i ~. ~ . . ~ . ~ ~ ~ " .. ~ ~:; . ~ . il ili i ~! . ~ . ~ ~~ i ~~ =-.. ~ . ~ ~ ~ i ~ ~ . I ! . -- . ~ ~ S liE " ~ ~ . ~ ~:: ! ~; . ~ . ~ ~~ .U . . ~ . ~ ~ ii i ~ i . i . ~ ~ ~ ~ ~ ii . ~ . ~ ~ ~ : ~ fJ . . I ! - 1 ! ~ ~ . 8 . f 1 ~ I ~ . . ~ . . ! g ~ i I': ,. ! : . f ! , ! o , ~ I j I 1 . . , ; " I . I n ] H II H l!l Sf il LH H~n dllil in ~> il I ~;; ~i HI~lIP~ If HlHi~H i&, i-tjrl'-- > H11]!rW III ~n~ tlH 1 uU p-- " ~WidH'!i !rp~H~i~ !lhll~Hf'iI nHlJW H )HWwfH it"",,, .. 00 " Due to the State's actions to take redevelopment funds to balance the State Budget, the Agency may be required to make Educational Revenue Augmentation Fund ("ERAF") payments during the planning period. In 2008, the State approved the prior budget contingent upon a $350 million shift of tax increment monies from redevelopment agencies to be applied to ERAF. The California Redevelopment Association filed a lawsuit on behalf of all redevelopment agencies asserting that the take from redevelopment was unconstitutional. On April 30, 2009, a judgment in favor of redevelopment agencies was rendered, affirming that the take was unconstitutional and therefore illegal. The State has since dropped their appeal of the court decision. Following this judgment, the State of California approved the FY 2009-10 budget egregiously relying on a $2.05 billion ERAF shift from redevelopment agencies over the next two years. The additional shift to ERAF (referred to as the Supplemental Educational Revenue Augmentation Fund or "SERAF") is estimated to result in a payment of $11,000,000 in 2009-10, and $2,453,000 in 2010-11 from the Agency. The budget trailer bill, Assembly Bill 26 4x, contains a provision by which the Agency has the option to suspend its fiscal 2009-10 20% housing set-aside contribution in order to assist the ERAF shift in that year; however the loan will need to be repaid by June 30, 2015. If the Agency elects this option, the loan could potentially delay many of the housing programs and projects anticipated over the next five year period. EXPENDITURES BY HOUSEHOLD TYPES Effective January 2002, expenditure of housing set-aside revenues is subject to certain legal requirements. At a minimum, the Agency's Housing Fund revenue is to be expended in proportion to the community's need for very low and low income housing, as well as the proportion of the low income population under the age of 65. New legal requirements took effect in 2006 that modified the previous limitation on spending Housing Fund monies on households under the age of 65". Prior to 2006, Section 33334.4(b) of CRL required that an agency spend its Housing Fund monies "in at least the same proportion as the population under age 65 bears to the total population based on the most recent census." The 2006 changes provide a higher level of specificity to spend "in at least the same proportion as the number of low-income households with a member under age 65 bears to the total number of low-income households of the community as reported in the most recent census." A community's proportionate need is based on statistics from the local regional planning agency, in this case the Southern California Association of Governments, to meet the requirement. for affordable housing by category, . and the US Department of Housing and Urban Development Comprehensive Housing Affordability Strategy ("CHAS") allocation numbers. However, as data relating to low income persons under the age of 65 is not readily available from the US Census, the metric that closest approximates it is from the CHAS database which represents data of low income persons below the age of 62. Table 111-5 on the following page represents the minimum Housing Fund expenditure thresholds for very low and low income households and the maximum housing expenditure thresholds for households 62 years of age over the term of the Compliance Period. The moderate income category represents a maximum figure for expenditures for moderate income households, although such funds (within this category) can be spent on very low or low income households. The chart specifically details the Agency's Housing Fund expenditure during the first five years of the Compliance Period and the 11 The intent of the legislation was to ensure that Housing Funds were not exclusively or extensively used by a community senior housing prOJects and programs projected expenditures during the remainder of the Compliance Period. The Agency anticipates meeting their Housing Fund targeting requirements by the end of the Compliance Period. H Qusi n Fund Proportional Expenditure Allocation Table Ill- 5 City of San Bernardino RHNA Targeting 2004-05 to 2008-09 2009-10102013-14 2004-05 to 2013--14 Allocation Requirement Income Level IUnits\l (%ofTotal Expenditure % Expenditure % Expenditure % Very-Low Income (minimum) 1,275 39.0% $5.373,649 232% 524.899.491 45.7% $30,273,140 39.0% Low-Income (minimum) 913 27.9% 55.941,569 25.7% $15,736,374 28.9% $21,677,943 27.9% Moderate-Income'maximuml 1079 33.0% $11817 582 51.1% $13801805 25.4% $25619387 33.0% 3,267 $23.132.801 $54,437,670 $77,570.471 CHAS Targeting 2004-05 10 2008-09 2009-10102013.14 2004-05102013.14 Age Category of Income Allocation Requirement Restricted Households IHouseholdsl' /% of Tot& Expenditure % Expenditure % Expenditure % Non-Senior 25,431 82.7% $22,804,730 986% 1 $41,379,251 76.0% $64,183,980 82.7% Senior lfimilationl 5304 17.3% $328071 1,4% $13058419 24,0% $13386490 173% 30,735 $23,132,801 $54,437,670 $77,570,471 , Southern California Regional Housing Needs Assessment. Final 2007 1 Data 01 low income households under the age 01 65 is not readily available lrom the Census. The nearest metric 10f such Census data represents households under the age 0162 (available via the Comprehensive Housing Aflordability Strategy at http://socds,hudusef.org/chaslindex.htmj Source: SCAG: State of Cities Dala Syslem; and HUD As shown in Table 111-5, the Agency expended the majority of Housing Fund revenues on moderate and non-senior households during the first five years of the Compliance Period (FY 2004-05 through 2008- 09). The Agency has projected $54.4 million of Housing Fund expenditures for projects and programs implemented over the remainder of the Compliance Period (the second five years from FY 2009-10 through 2013-14). Future Housing Fund expenditures will be spent in the proportions detailed in Table 111-5 to ensure that Housing Fund Proportional Allocation targets are met by the end of the Compliance Period. Although the Agency has a surplus of affordable housing units, the Housing Fund must be expended in a timely manner to avoid penalties due to the Agency incurring an excess surplus in the Housing Fund pursuant calculations defined in CRL Section 33334.10." PRIOR FIVE YEAR HOUSING FUND EXPENDITURES Units Assisted by HOUSing Set Aside Fund The CRL requires the Agency to report projects assisted by the Housing Fund to create extremely low, very low, and low income housing units over the past implementation plan period (FY 2004-05 through 2008-09). The CRL also requires a recap of the number, location, level of affordability, and the amount of Housing Funds expended on housing units. Table 111-6 on the following page summarizes these statistics. \1 An excess surplus is any unencumbered or unexpended amount in the Agency's Housing Fund that exceeds $1.0 million or the aggregate amount of housing tax increment deposited into the Housing Fund for the four preceding fiscal years. 80 . _:0", l'Illll,'l:::: O-ec: I-~=> " ~ " tEE. ~"'8 -~ ~:i :5 ~ 8 o :I: c . . 00 "' c ...'i~ 0 all) C ... c~" 8 g :I: cO 11." "' . ...,3,@ ~~5 ~~ o c :I: 0 ~. c. 0. ~ -~ :; :::c-g ci -. M S 0 ~ I'.ll " E.!! "85 '" " E.~ ~:5 ~ . ~ .3E "'~ . 0 >" M 0. :I ci ~ M ~ M 0. 0. ~ 0. ~ ~ m. M. ;;; ~ N ~ ~ ..; ~ - ~ ~ N ~ 0. ~ .; ;! ~ M 0. ~ 0. ~ 0. N .,; N ~. :; 0. ~ ~ N ~ ~ ~ 0. 0. ~. ~ m M ~ m ~ ~ ~ ~ ~ ~ M ::i N ~ m ~ ~ ~ .; ~ M ~ - ~ is: m ~ " ~ M M ~ oj - ~ ~ ~ ~ ~ ci ~ ~ M ~ .,; :; ~ N 0. ~ 0. ~ 0. ~ 0. 0. 0. E ~ ~ ~ Q: a.. E ... lS g ~ E ~ lti ~ 8' ~ ~ ..", ~ E 2i ~ e 8' E ~ ~ c( g 0.. Q: ~~ea;~gg IE~f~~~ ~ ~ g 8 ~ 2i w 1:1 5 {! :I: l <( ~ III :I: iii Ul .5 4i a; '0' 1/1 ~ (II 01> j ~ li:ll-~5.D 6" ~ ..... :I: E 01> ~~~~~~ t:: E .. .!! ii () 0 0.. i5 e - :I: CD U _ ~ <( '2 II> (I) . 0 ;l jj /5 U > 0 (I) .., ~ o c . ~ .. c . '" 0. 0. 0. ,.: ~ ~ N 0. 0. ~ .; N ~ 0. 0. ~ .; N '" 0. '" 0. " ! 'ii z 0. 0. 0. .,; ~ - ~ 0. N 0. ~ 0. 0. 0. ~ ,.: ~ '" ~ 0. 0. ~ ,.: ~ ~ ~ ~ c o , o :I: " E . "' .. o > COC/2009-66 N ~ .., ~ ~ ~ ~ M N ~ N .,; N N ~ ~ ~ N - .,; N N ~ ~ ~ N - .,; N N ~ ~ II 0- Ii: . . E o :I: ~ " .. ~ ~ ~ . . '" ~ .,; N ~ .. ~ ~ ~ -a. M .; ~ N oj ~ ~ ~ -a, M .. ~ N oj ~ m ~ -a. M .. ~ N oj ~ m ~ E . ~ .. B c . " o !2 g- o il :I: m m M oj ~ N ~ ~ ~ ~ 0. ~ 0. 0. ~ 0. ill M oj ~ N ~ ~ m ~ E ~ g Ii: . 1i D . "' ~ 5 m N ,.: ~ ~ ~ N m ~ :8 ~ oj m ;;; ~ m ~ ~ 0. ~ oj m - ~ ~ m ~ :8 ~ oj m ~ ~ m ~ g . " o !2 c o ~ -. I!' jj c . "' m 0. "! ~ ~ - ~ N ~ 0. ~ ~ 0. ~ .,; ~ ~ ili ~ 0. ~ .,; ~ ~ ~ m g ~ . " il ~ . . E ~ o ~ N .. N ~ .. ~ ~ ~ ~ M ~ .; 0. N oj ~ 0. N N ~ M ~ .; i"l oj ~ N N :ol ~ .; 0. N oj ~ 0. N N c . i5 '" E . ~ . 0. c in "' :I: Z 8 ~ ..; ~ ;;; M ~ ~ ~ ~- ;\ ~ ~ N ~ ~ ~ ;\ ~ ~ N ~ ~ ~ i, ~ ~ N E . ~ .. c ~ " . E o :I: . " o '" "' :I: Z 0. ~ "- - ~ ~ ~ M - 0. ,.: - ~ ~ M - 0. ,.: ;;; ~ M 0. ~. ~ ~ E ~ g Ii: e c o " ~ ~ . :I: ~ . . ~ - "- ~ '" :! ::: ~ ~ ~ .., ~ . iO~!! - 1::1'- 0_ c I-~::l " N ~ ~ ,.: - ~ - .., c 11." "' c - . "'"8~ ~:! :5 o c 5 0 :I: ::: ~ ~ ~ ~ .: ~ ~ .; .., c 11." "' c - . "'~1:: g'...l5 8 g :I: ~ N ~ ~ :! ~ .., .; .., co 11." "'. ....,3JQ ~ ~:5 !L~ o c :I: 0 .., "- ~ N ~ ~ ~. c . o - & ~ :; I -g oj _. N .0 M ~.n tit " E.!! "85 '" " .52 . E 0" ~ .~ 0- ~c "," ~~ '" o ~ . 1i " . ~ " M N 0. ~ 0. ~ ili .; ~ ~ ~ 0. ~ ~ 0. ..; ~ ~ :8 . o .~ "' - " " E " 0. M ~ ;g ~ oj N ~ ~ ~ m N ~ ~ ,.: ~ ~ ~ N m M 0. ~ .. ~ ~ .,; ~ ~ ~ ~ ~ ci M N .,; ~ 0. c ~ 31 " " ,; ~ . ~ E . ~ - " " E " - "- ~ '" :! ::: ~ ~ ~ - - N ~ ~ ,.: - ~ .: - ~ E . ~ o '0 . ~ -. ~ 5 Q c -6"ri ~ .!! ~ 2 c 6 '" Q 0 CIl iii d> OIl 5 E ~ ~ g ;; "'C .- 0 C W III ~ r ~ g ~ ~ :g ~ ~ ~ ~ il ~ 8. 'e CI e Q. ii Q. ~ ~il- . ~ c 'E ~ .s i ~ i o ~ jl - 1 E] f oil l'Il ~ i:;' C. 8'1Il 0;: -.... III " .~ i ~ :t i ::: e ~.' D. tl 0.. ~ g ~.., Q: ~ 0. J!! li .= c :J:' E _J!! iij e ~ c: 1: D.. :!> ~: Qj c!i ~ III ~ .t !~U e ~ ~ 8 ~ -g 1/1 -g 8 l'Il i ~ '0 ~..... &, GI 2 ~ 2: '6 III ~ . c . -5 8..JQ " ~ ~:5 ~ '" a; ~ N ~ ~ ~ ~ .: ;:; .; ~ .., N - ~ ;: ~ .., .; ~ ~ .. ~ Table 111-6 above breaks down Housing Fund expenditures from the past five years by income category and age group. As also shown in the Housing Fund Proportional Expenditure Allocation table (Table 111_ 5), $5,373,649 (or 23.2%) of the Housing Fund was expended on very low income housing and $5,941,569 (or 25.7%) was expended on low income housing. To comply with proportional expenditure allocation requirements per CRL Section 33334.4, the Agency will need to expend approximately $24.9 million and $15.7 million on very iow and low income housing, respectively, over the next five years. Similarly, $328,071 (or 1.4%) of the Housing Fund was expended on people over the age of 62 over the past five years. Therefore, to comply with proportional expenditure requirements as outlined in Table 111_ 5, not more than $13.1 million of the $54.4 million anticipated total expenditure on housing projects and programs can be expended on this population over the next five years. Housing Units Constructed During Prior Implementation Plan Without Housing Set Aside Funds Since fiscal year 2004-05, 78 affordable restricted units featuring long term covenants (affordable units with covenants of at least 45 years for ownership housing or 55 years for rental housing) have been created with funds other than tax increment. Of these, 48 were restricted to low, 22 were restricted to very low, and 8 were restricted to extremely low income households. Table 111-7 below outlines the location, affordability breakdown, and funding source of these units. Affordable Units Constructed from 2Oo.t to 2009 Without A enc Assistance San Bernardino Ecor'lOmic;: Development Agency Table Ill. 7 AHEPA Project Information 377 EastGilbertSt IAPN0147-Q91-47' Pro;ectArea Assessor Parcel Number IYDA AffordabilitvLevel Low Va Low Ex!. low Total Aflordable nits Funding 500" Amount 01 Assistance Date Comnleted 3120/2009 Covenant Term 43 45 89 HOME $1,200,000 55 Years 82 APPENDIX 1: PROJECT AREA TIME AND FINANCIAL LIMITATIONS 83 Redevelopment Plan Limits - Meadowbrookl Central City ~~n A!!~p!i~!:~__..._...__......_____.._....__.__...___.__...._..____.._~~ll'.?]~J2~!l limitation Plan limit Time Limitations ..............................................1............................................. Acquistion of Land Through Eminent Domain January 17, 2014 Final Date to Incur Indebtedness3 Expired Final Date to Collect Tax Increment Revenue 4 May 3. 2029 Effectiveness of Redevelopment Plans May 3, 2019 Financial Limitations --._.._-------......_-------...._----....~-----_.....-------.................-----....-----. Outstanding Bonded Indebtedness Limit $50,000,000 limit on Receiving Tax Increment 1.75 x Annual Maximum Debt Servic. 1 The City Council adopted the Meadowbrook Project Area on July 21, 1958 by Ordinance No. 2233. The Central City Project Area was adopted on February 23.1965 by Ordinance No. 2649. In 1970, the Central City Project Area was merged with Meadowbrook per Ordinance No. 3059. 2 The City Council adopted Ordinance MC-1113 on December 17, 2001 re-instating the Agency's eminent domain authority for approximately 12 years. 3 The Agency's time limit to incur debt expired January 9. 2002. 4 The City Council adopted Ordinance MC-1300 on April 20. 2009 extending the previous time lim to collect tax increment by two years pursuant to S8 1045. 5 The City Council adopted Ordinance MC-1300 on April 20, 2009 extending the redevelopment plan effectiveness by two years pursuant to SB 1045. 6 Bonded indebtedness limit derived from total of both Meadowbrook and Central City limits Source: May 2009 Project Summary SMa! - San Bernardino RedevelOpmsnt Agency. 2006 Fiscal Consultants Report. RSG Redevelopment Plan Limits - Central City East ~!~!!.'~!!~P.~~!:......_m_____......_.__._.._._m.___........m____._..___'-!~y.~~.!2?!i Limitation Plan Limit Time Limitations ..............................................1............................................. Acquistion of land Through Eminent Domain January 3, 2014 Final Date to Incur Indebtedness3 Expired Final Date to Collect Tax Increment Revenue4 May 3. 2029 Effectiveness of Redevelopment Plan5 May 3. 2019 Financial Limitations Outstanding.Bcindecfinciebtedriess.Clriiii......................................$25~660~ooo Limit on Receiving Tax Increment 1.75 x Annual Maximun Debt ServiCE 1 The City Council adopted the Project Area on May 3. 1976 by Ordinance No. 3571. In 1986, the Central City East Project Area was merged with the Central City Projects per Ordinance No. MC- 563. 2The City Council adopted Ordinance MC-1112 on December 3. 2001 re-instating the Agency's eminent domain authority for approximately 12 years. 3 The Agency's time limit to incur debt expired January 9. 2002. 4 The City Council adopted Ordinance MC-1302 on April 20, 2009 extending the previous time lime to collect tax increment by two years pursuant to S8 1045. 5 The City Council adopted Ordinance MC-1302 on April 20, 2009 extending the redevelopment plan effectiveness ~ two years pursuant to SB 1045. Source: May 2009 Project Summary Sheet - San Bernardino RedevelOpment Agency, 2006 Fiscal Consultants Report - RSG 84 Redevelopment Plan Limits - Central City South ~l~!l..~~.~P_~~!!..m_...._._.._____._m_m__m_mm_.._.m_m___...._~~y.~~J.!E.!3 Limitation Plan Limit Time Limitations ..............................................1............................................. Acquistion of Land Through Eminent Domain September 17. 2013 final Date to Incur Indebtedness3 Expired Final Date to Collect Tax Increment Revenue4 May 3. 2029 Effectiveness of Redevelopment Plans May 3.2019 Financial Limitations 6~tstandfrig.B(;riaedindebiedr;es;;LrmH......................................$.36~o6o~ooo limit on Receiving Tax Increment 1.75 x Annual Maximum Debt ServicE 1 The City Council adopted the Project Area on May 3,1976 by Ordinance No. 3572. In 1986. the Central City South Project Area was merged with the Central City Projects per Ordinance No. MG- 564. 2 The City Council adopted Ordinance MG-11 04 on September 17, 2001 re-instating the Agency's eminent domain authority for approximately 12 years. 3 The Agency's time limit to incur debt expired January 9, 2002. 4 The City Council adopted Ordinance MC-1301 on April 20, 2009 extending the previous time limE to collect tax increment by two years pursuant to 58 1045. 5 The City Council adopted Ordinance MC-1301 on April 20, 2009 extending the redevelopment plan effectiveness by two years pursuant to 581045. Source: May 2009 Project Summary Sheet - San Bernardino Redevelopment Agency, 2006 Fiscal Consultants Report - RSG Redevelopment Plan Limits. Central City North ~l~.!2..~!!<?Pll2.I'!~_____________.___________________________________~~~~L~:._1..~?l Limitation Plan Limit Time Limitations ..............................................1............................................. Acquistion of Land Through Eminent Domain August 6. 2013 Final Date to Incur Indebtedness3 Eliminated Final Date to Collect Tax Increment Revenue4 August6,2026 Effectivef.less of Redevelopment Plan5 August 6. 2016 Financial Limitations ().utsta~df~g.Bo~deCii~dE;bted~E;ss.Li~1t......................................$:i6:66b:b(j6 Limit on Receiving Tax Increment 1.75 x Annual Maximum Debt Service 1 The Citv Council adopted the Proiect Area on AUQust 6,1973 bv Ordinance No. 3366. 2 The City Council adopted Ordinance MC-1182 on September 7, 2004 re-instating the Agency's eminent domain authority for approximately 9 years. 3 The Cily Council adopted Ordinance MC-1199 on June 20, 2005 eliminating the time limit to incur debt pursuant 10 58 211. 4 The City Council adopted Ordinance MC-1294 on April 20. 2009 extending the previous time lime to collect tax increment by two years pursuant to 58 1045. 5 The City Council adopted Ordinance MC-1294 on April 20, 2009 extending the redevelopment Ian effectiveness bv two vears oursuant to 58 1045. Source: May 2009 Project Summary Sheet - San Bemardino Redevelopment Agency, 2006 Fiscal Consultants Report - RSG 85 Redevelopment Plan Limits - Central City West ~~n .~c.?ptio~_____.____._________________________________f..~brua-'Y._1].!~l? Limitation Plan Limit Time Limitations .............................................1.............................................. Acquistion of land Through Eminent Domain Expired Final Date to Incur Indebtedness3 Eliminated Final Date 10 Collect Tax Increment Revenue4 February 17. 2029 Effectiveness of Redevelopment Plan5 February 17, 2019 Financial Limitations 6i.itstaridir;gBorided.iridebted'nes'f;Umii.-----......----.....................--..$5:000.,00'0 Limit on Receiving Tax Increment 1.75 x Annual Maximum Debt Service 1 The City Council adooted the Proiect Area on Februarv 17. 1976 by Ordinance No. 3553. 2 The authority 10 acauire land throuah eminent domain exPired January 9. 1999. 3 The City Council adopted Ordinance MC.1200 on June 20, 2005 eliminating the time limit to incur debl pursuanllo S8 211. ~he City Council adopted Ordinance MC.1295 on April 20, 2009 extending the previous time lime to collect tax increment by two years pursuant to S8 1045. 1-he Cily Council adopted Ordinance MC-1295 on April 20, 2009 extending the redevelopment plan effectiveness by Iwo years pursuant to S8 1045. Source: May 2009 Project Summary Sheel. San Bernardino Redevelopment Agency. 2006 Fiscal Consul/ants Report - RSG Redevelopment Plan Limits - State College ~!~_~~!!C?~~___._.________.________.________._.__...________.~___~.Er~_~!~_~_~?P Limitation Plan Limit Time limitations ..............-.~.............................f............................................. Acquistion of Land Through Eminent Domain April 27, 2010 Final Date to Incur Indebtedness3 Eliminated Final Date to Collect Tax Increment Re....enue4 April 27. 2023 Effectiveness of Redevelopment Plans April 27. 2013 Financial limitations 6~tsiar;di.ng.Bo.ridedjricfebtedrless.Gmii..~...........-.......................$60~60b~oo6 Limit on Receiving Tax Increment 1.75 x Annual Maximum Debt Servic 1 The Cilv Council adooted the Proiect Area on Aori127.1970 bv Ordinance No. 3067 2 The City Council adopted Ordinance MC-1146 on June 16, 2003 re.instating the Agency's eminent domain authority for approximately 7 years. 3 The City Council adopted Ordinance MC-1198 on June 20, 2005 eliminating the time limit to incur debt pursuant to S8 211. 4 The City Council adopted Ordinance MC-1293 on April 20, 2009 extending the previous time lime 10 coliect tax increment by two years pursuant 10 S8 1045. 5The City Council adopted Ordinance MC-1293 on April 20, 2009 extending the redevelopment plan effectiveness by one vear nursuant to S8 1045. Source: May 2009 Project Summary Sheet - San Bernardino Redevelopment Agency, 2006 Fiscal Consul/ants Report- RSG 86 Redevelooment Plan Limits - Southeast Industrial Park ~~D. Ad..<2p'!~on ~_________...__._________._______________~_~~~_~l.:J.I!?!' Limitation Plan Limit Time Limitations --------------.......-...-.........------..--,-------------------------................----- Acquistion of land Through Eminent Domain Expired Final Date to Incur Indebtedness3 Eliminated Final Date to Collect Tax Increment Revenue4 June 21, 2029 Effectiveness of Redevelopment Plan5 June 21, 2019 Financial Limitations OLitstaiiciir;gBoridecliridei:itedriess.Limrt.....--------------..-_...._...........$.66~6ob~boci Limit on Receiving Tax Increment 1.75 x Annual Maximum Debt ServiCE 1 The City Council adopted the Proiect Area on June 21. 1976 bv Ordinance No. 3583. 2 The authority to acquire land IhrouQh eminent domain exoired January 9.1999. 3 The City Council adopted Ordinance MC-1201 on June 20, 2005 eliminating the time limit to incur debt pursuant to S8 211. 4 The City Council adopted Ordinance MC-1296 on April 20, 2009 extending the previous lime lime to collect tax increment by two years pursuant to S8 1045. 5 The City Council adopted Ordinance MC.1296 on April 20, 2009 extending the redevelopment plan effectiveness bv two vears Dursuant to S8 1045. Source' May 2009 Project Summary Sheet. San Bernardino Redevelopment Agency. 2006 Fiscal Consul/ants Report-RSG Redevelopment Plan Limits - Northwest ~!~.'!.~!!~P.t!s>~____________________._..___._____________________-!Y!y_~'_!P82 Limitation Plan limit Time limitations .._._--._.-.-..-...............................~......-....................._--............. Acquistion of land Through Eminent Domain Expired Final Date to Incur lndebtedness3 Eliminated Final Date to Collect Tax Increment Revenue4 July 6. 2035 Effectiveness of Redevelopment Plan5 July 6. 2025 fJrt.C!l)fl~J.~!~~tC!!i~I]~_._._____.................____._.__________________...._____________. Outstanding Bonded Indebtedness limit $35.000.000 limit on Receiving Tax Increment $4.500.000 Annually 1 The City Council adopted the Proiect Area on Julv 6,1982 by Ordinance No. MC-189. 2 The authority to acauire land throuoh eminent domain expired Julv 6.1994 3The City Council adopted Ordinance MC-1202 on June 20. 2005 eliminating the time limit to incur debt pursuant to S8 211. 4 The City Council adopted Ordinance MC-1297 on April 20, 2009 extending the previous time lime to collect tax increment by two years pursuant to SB 1045. 5 The City Council adopted Ordinance MC-1297 on April 20, 2009 extending the redevelopment Ian effectiveness bv two vears pursuant to S8 1045. Source: May 2009 PrOject Sumrrmry Sheer. San Bernardino Redevelopment Agency, 2006 Fiscal Consultants Report. RSG 87 Redevelopment Plan Limits. Tri City ~1~.!!..~~P_~9.!!.____________._________...___________.______________________-!~!!.':_~Q:..!.~~_~ Limitation Plan Limit Time Limitations .....,.,.........................,...........'.l............................................ AcqUlstlon of Land Through Eminent Domain Expired Final Date to Incur Indebtedness3 Eliminated Final Date to Collect Tax Increment Revenue4 June 20, 2036 Effectiveness of Redevelopment Plans June 20, 2026 Financial limitations .....................----..........---...................................................... Outstanding Bonded Indebtedness Limit $18,000,000 limit on Receiving Tax Increment $60,000,000 1 The City Council adopted the Project Area on June 20,1983 by Ordinance No. MC-283. 2 The authority 10 acquire land through eminent domain expired June 20. 1995 3The City Council adopted Ordinance MC-1203 on June 20, 2005 eliminating the time limIt to incur debt pursuant to S8 211. The City Council adopted Ordinance MC-129B on April 20, 2009 extending the previous time lime to collect tax increment by two years pursuant to S8 1045. 5 The City Council adopted Ordinance Me-1298 on April 20. 2009 extending the redevelopment plan effectiveness by two years pursuant to S8 1045. Source' May 2009 Project Summary Sheet" San Bernardino Redevelopment Agency. 2006 Fiscal Consultants Report" RSG Redevelopment Plan Limits - South Valle ~l~_n A!!l?P..t!s>~~..____________.________._...____________...._________._.~!!.I}'_~J.~~.:1 limitation Plan Limit Time Limitations ....................-.-.............-.........!...-...............................-......... ACQuistion of Land Through Eminent Domain No Eminent Domain Final Date to Incur Indebtedness3 Eliminated Final Date to Collect Tax Increment Revenue4 July 9, 2036 Effectiveness of Redevelopment PlanS July 9, 2026 Financial Limitations 6i.itstandtrig "Sc;ridccf ind"ebted;;ess" LfrTiit" -" -" -.".".."". -"" -"" --" -....".... --" -s"1",i;6oo:ooo Limit on Receiving Tax Increment 1.75 x Annual Maximum Debt Servic 1 The Citv Council adopted the Proiect Area on Julv 9.1984 bv Ordinance No. MC-387. 2 Eminent Domain was not established for South Valle. 3 The City Council adopted Ordinance MC-1204 on June 20. 2005 eliminating the time limit to incur debt pursuant to S8 211. 4 The City Council adopted Ordinance MC-1299 on April 20, 2009 extending the previous time lime to collect lax increment by one year pursuant to S8 1045. S The City Council adopted Ordinance MC-1299 on April 20. 2009 extending the redevelopment plan effectiveness by one year pursuant to S8 1045. Source: May 2009 Project Summary Sheet - San Bernardino Redevelopment Agency, 2006 Fiscal Consultants Report" RSG 88 Redevelopment Plan Limits - Uptown p~!, A!!l?p.tio~__________________________________..____.__________ JU!l_~..!~.!.~~~ Limitation Plan Limit Time Limitations .................------...------------........1.....................----------....-......... Acquistion of land Through Eminent Domain September 7, 2016 Final Date to Incur lndebtedness3 Eliminated Final Date to Collect Tax Increment Revenue 4 June 18,2037 Effectiveness of Redevelopment Plans June 18, 2027 Financial Limitations ()~tsta-ndhig-Bo-nd€Kiind-ebiedr;ess.Lr~ii.............._------.................$:iO~OOO~O(jO Limit on Receiving Tax Increment 1.75 x Annual Maximum Debt ServicE 1 The City Council adopted the Project Area on June 16, 1986 bv Ordinance No. MC-527 2 The City Council adopted Ordinance MC-1183 on September 7, 2004 re-instating the Agency's eminent domain authority for approximately 12 years. JThe City Council adopted Ordinance MC-1205 on June 20, 2005 eliminating the time limit to incur debt pursuant to SB 211. 4 The City Council adopted Ordinance MC-120S on June 20, 2005 extending the previous time lime to collect tax increment by one year pursuant to SB 1045. 5 The City Council adopted Ordinance MC-1205 on June 20,2005 extending the redevelopment Ian effectiveness bv one vear nursuanl to SB 1045. Source: May 2009 Project Summary Sheet - San Bernardino Redevelopment Agency, 2006 Fiscal Consultants Report-RSG Redevelopment Plan Limits - Mt. Vernon ':1~!!..~P..'?p.~~!!....._______________.._._._........_____________-:!.L!~~.~~.:.1P..~9 Limitation Plan Limit Time Limitations .._.-.....-...................................~.--........................-..--------...--.. Acquistion of land Through Eminent Domain November 1,2013 Final Date to Incur Indebtedness3 Eliminated Final Dat~ to Collect Tax Increment Revenue4 June 25, 2041 Effectiveness of Redevelopment Plan5 June 25, 2031 Financial Limitations 6.~ts;~:;~djng-Bcindedindebiedness.Limii........---..........................$100~06b~boo Limit on Receiving Tax Increment $950,000,000 1 The Citv Council adopted Ihe Proiect Area on June 25,1990 bv Ordinance No. MC-733. 2 The City Council adopted Ordinance MC-1105 on October 1,2001 extending the Agency's eminent domain authority for approximately 11 years. 3 The City Council adopted Ordinance MC-1206 on June 20, 2005 eliminating the time limit 10 incur debt pursuant to 5B 21 1. 4 The City Council adopted Ordinance MC-1206 on June 20, 2005 extending the previous time lime to collecltax increment by one year pursuant to SB 1045. 5 The City Council adopted Ordinance MC-1206 on June 20, 2005 extending the redevelopment plan effectiveness bv one vear Dursuanlto 5B 1045. Source: May 2009 Project Summary Sheet. San Bernardino Redevelopment Agency. 2006 Fiscal Consultants Report - RSG 89 Redevelopment Plan Limits - 40th Street '?!~_~~~C;?P.!!!?!!.._..._____._____________________.______________________~~~_!P~_?_qQ.9 limitation Plan limit Time limitations ...-----.-...........---......-----........---1..........-..-.........---.-.......----....-- Acquistion of land Through Eminent Domain August 10, 2012 Final Date to Incur Indebtedness3 July 10, 2020 Final Date to Collect Tax Increment Revenue4 July 10, 2045 Effectiveness of Redevelopment Plan5 August 10, 2030 Financial Limitations 6utsi~lnding "Sc)ndscf indebtedn-ess' [j~'ii - - -- -.......... - - _0.................. '$20~60b~boo Limit on Receiving Tax Increment No Limit 1 The Citv Council adopted the Proiect Area on Julv 10. 2000 bv Ordinance No. MC~1077. 2 The City Council adopted Ordinance MC-1077 on July 10, 2000 establishing the Agency's eminent domain authority for 12 years. 3The City Council adopted Ordinance MC.1 on on July 10, 2000 establishing the Agency's ability 10 incur debt for 20 years. 4 The City Council adopted Ordinance MC-10n on July 10, 2000 establishing the Agency's ability to collect tax increment for 45 years 5 The City Council adopted Ordinance MC-10n on July 10, 2000 establishing the redeveloplment lans effectiveness at 30 ears. Source: May 2009 Project Summary Sheet - San BernardIno Redevelopment Agency. 2006 Fiscal Consultants Report - RSG 90 APPENDIX 2: GLOSSARY OF HOUSING TERMS 91 APPENDIX 2 Glossary of Housing Terms There are many ways in which the Agency may create inclusionary units that satisfy the requirements outlined in Law Section 33413 including new construction of for-sale and rental housing, substantial rehabilitation, and the purchase of covenants on multifamily rental housing, New Construction & Substantial Rehabilitation: For-sale (affordable) inclusionary units or inclusionary multifamily rental housing may be created by assisting new construction or providing financing for purchasers of new housing, and by substantially rehabilitating such units per the Law definition. To be counted toward the Agency inclusionary unit need, for sale units must be covered by a 45-year afford ability covenant and rental units by a 55-year affordability covenant. Substantial rehabilitation occurs when the after rehabilitation value of a dwelling is increased by at least 25%. Substantially rehabilitated units must be covenanted for a 45 or 55- year period depending on whether it is a rental or for-sale unit. Purchase of Covenants: The Agency may use the Housing Fund to subsidize multifamily units that are not substantially rehabilitated or newly constructed, by the purchase of an affordability covenant. The affordability covenants on multifamily units would restrict such units for a period of 55 years. Such units must be occupied by and affordable to very low and low income households. The Agency may only meet up to 50% of their required inclusionary unit need in this manner. Furthermore, 50% of the covenants purchased must be affordable to very low and low income households. Inclusionary units secured by the Agency through the purchase of covenants, substantial rehabilitation, and new construction that are located within the Project Area boundaries can be counted on a one-for-one basis. If the units are located outside of the Project Area they only receive one-half (\'2) credit (counted on a two-for-one basis). Mutual self-help housing units receive a 1/3 credit towards satisfying inclusionary unit production requirements. Mutual Self-help Housinq: Mutual self-help housing refers to very low or low income, owner-occupied housing units where residents have contributed at least 500 hours of work on the unit to ensure safe and sanitary housing. Mutual self-heip housing units must be deed restricted for at least 15 years. Each housing production unit must have a covenant recorded with the county pursuant to Law Section 33334.3 in order to be counted. DURATION OF AFFORDABILlTY COVENANTS Prior to Januarv 1. 2002: for no less than the period of land use controls established in the redevelopment plan. After Januarv 1. 2002: for the longest feasible time, but not less than 55 years for rental housing and 45 years for owner occupied housing. Under Section 33413, rental housing units may be replaced prior to the expiration of the 55-year period with equally affordable and comparable rental units in another location within the City if (il the replacement units are available for occupancy prior to the displacement of any persons residing in the subject units and (ii) the comparable replacement units are not developed using moneys in the Housing Fund. 92 Under Section 33413, owner-occupied units may be sold prior to the expiration of the 45-year period for a price in excess of what would otherwise be allowed if the units are subject to an equity sharing agreement or some other program that protects the Agency's investment of Housing Fund moneys. The Agency must deposit the excess proceeds in the Housing Fund and within three years from the date of the sale of the units, spend funds to make affordable an equal number of units at the same income level as the units sold. Only the units originally assisted by the Agency can be counted towards the Agency's obligations under Section 33413. AFFORDABILlTY INCOME AND COST LEVELS Section 50052.5 of Health and Safety Code defines affordable housing cost as: . Extremely Low - Not more than 30% of 30% of the County median household income. . Very Low - Not more than 30% of 50% of the County median household income. . Low - Not more than 30% of 70% (or 30% of 60% for rental projects) of the County median household income. . Moderate - Not more than 35% of 110% (or 30% of 120% for rental projects) of the County median household income. The following tables detail affordable housing costs for rental and ownership units in San Bernardino based on the 2009 San Bernardino County Area Median Income. 93 , Affordable Housing Anal sis for Rental Units City of San Bernardino Very Low Low Moderate Income Income Income County Median Income ( 4 Person Household) $64,500 $64,500 $64,500 % of County Median Income 50% 70% 110% Annual Gross Income $32,250 $45,150 $70,950 % of Income to Housing 30% 30% 35% Annual Housing Cost $9,675 $13,545 $24,833 Monthly Housing Cost $806 $1,129 $2,069 less: Utilities ($157) ($157) 1$157) Available tor Monthly Rent $649 $972 $1,912 Median Rent for a 3 Bedroom Unit 1 $1,200 $1,200 $1.200 Unfunded Gap (between affordable and median rentl $551 $228 NfA I Zilpy.com Source: Stale Income Limits for 2009 published by the Californing Department of Housing and Community Development; and Zilpy.com Affordable Housing Analysis for Ownership Units City of San Bernardino Very Low Low Moderate Income Income Income County Median Income ( 4 Person Household) $64.500 $64.500 $64,500 % of County Median Income 50% 70% 110% Annual Gross Income $32,250 $45,150 $70,950 % of Income to Housing 30% 30% 35% Annual Housing Cost $9,675 $13,545 $24,833 Monthly Housing Cost $806 $1,129 $2,069 Less: Property Taxes 1.15% ($56) ($101) ($234) Insurance 0.30% ($53) ($53) ($53) HOA fees ($200) ($200) ($200) Utilities ($157) ($157) 1$157) Available for Mortgage $341 $618 $1,426 Qualified Mortgage (30 year amortizing loan) 6.50% $53,931 $97,775 $225,638 Down Payment 5.00% $2,838 $5,146 $11,876 Total Affordable Home Price $56,769 $102,921 $237,514 Medjan Cost of SFR in City of San Bernardino $91,288 $91,288 $91,288 Unfunded Gap (between affordable price and medIan cost) $34,519 NfA NfA Source: State Income Limits for 2009 published by the Californing Department of Housing and Community Development 94 at 0 0 '" ",' - .~ ... -.: " l!! . 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II! i ,~: ~ It c: :',5 Q:z: :I oS, ~ ~ .r ii ~~ 1: !i;:: ~~ pu~ ~ ~ -InOZlHL ~ g o. . . ., J ! 1 ~ 1 i } ~ : j , I , I I I : f I i l i i I I ! I t ~ ! d~ i , f Hl Ii. I ~ ~ ill ~ ~ .. , . , I ~ r ~ ~ I o o - APPENDIX 4: INCLUSIONARY HOUSING UNIT INVENTORY 101 ~ Projects Project . Units , Units II of Units Total'ofUnils CovenanlExpiratio ~ "'.. Very Low low Mod W/CeR's Date Total redlte Totar redile TO'iaIr.~ile Total Credited Through 1994 HomebIJ rAssistance 0266 E 27th Street IVDA I~ 1.0 1.0 1.0 1112812024 Homebu rAssistance 0636 E Trenton Street IVOA 1.0 1.0 1.0 1.0 1211212024 Homebu rAssistance 1189 East Chestnut SI IVOA 10 1.0 1.0 10 3(7/2024 Homebu rAssistance 1339NSierraWa IVOA 1.0 1.0 1.0 1.0 311712024 Horneb Assistance 1649 Seine Avenue IVOA 1.0 1.0 1.0 1.0 1112312023 Homeb Assistance 2036 E 17th Street IVDA 1.0 1.0 1.0 1.0 11117/2024 Homebu rAssistance 2604 E 29th Street IVOA 1D 1.0 1.0 10 12/2012023 Homeb rAssistance 2745lawrence Avenue IVOA 1.0 10 1.0 10 111312024 Homebu~r Assistance ?970 Harrison Stmel IVOA 1.0 10 1.0 1.0 912912024 HomeblM* Assistance 2980 Harrison Street IVOA 1.0 1.0 1.0 1.0 212512024 Homebu (Assistance 0962 West 10th Street MTV 1.0 10 1.0 1.0 12/21/2024 Home rAssistance 1004 Wesl6th Street MTV 1.0 1.0 1.0 1.0 2f1212024 New Construction 1645SusieLaoo "'" 1.0 1.0 1.0 1.0 10129/2023 Homebuver Assistance 1405 Wesl Ke tone Dr se 1.0 10 1.0 1.0 112712024 Hom. r Assistance 5151 North Tamarron Court se 1.0 1.0 1.0 1.0 2114/2024 New Construction 5560 Westwind Drive se 1.0 1.0 1.0 1.0 12/31/2023 IHome= Assistance 5569 North Ma nolia se 1.0 1.0 1.0 1.0 117/2024 Home Assistance 1238-1254 Sierra UPT 5.0 5.0 50 5.0 81612023 Subtotal '1,0 1.0 9.0 90 12.0 12,0 22.0 22.0 1995& 1996 New Construction 1682Penns ania Avenue "'" 1.0 1.0 1.0 1.0 611212026 New Construction 1729 Pennsylvania Street "'" 1.0 1.0 1.0 10 4/2812025 Homebu Assistance 1153 West Dover Dr se 1.0 1.0 1.0 1.0 811012025 Homebu Assistance 1437WestMarsha06ivd se 1.0 1.0 1.0 10 3/2512026 Home Assistance 1516Yardle se 1.0 1.0 1.0 1.0 9/10/2026 Home rAssistance 5072 Coyote Lane se 1.0 1.0 1.0 1.0 5120/2026 Horneb Assistance 5523 North Cedar Drive se 1.0 1.0. 1.0 1.0 2I6J2026 New Construction 5535 North Dsbome Court se 1.0 1.0 10 1.0 4/24/2025 New ConstructiOn 5583 North Cedar Drive se 1.0 1.0 1.0 1.0 1012512025 Homebu Assistance 2273NorthL o Avenua UPT 0-:-0- 10 10 611- 1.0 10 1011112026 Subtotal 0.0 4.0 4.0 6.0 10,0 10.0 1997 Homebuver Assistance 1139 Hancock "'" 1.0 1.0 1.0 1.0 519/2027 Subtotal 0.0- 0.0'" 1".0-' '1.0 . ~O.O' -'0.0 '1.0 1.0 199. New Construction 5536WestwindDrive se 1.0-'-1.0 1.0 1.0 4127/2028 Subtotal 0.0 0.0 1.0' 1.0' '-'0.0 0.0 1.0 10 1999 Homebuyer Assistance 0603 West 8th Street CeN 1.0 1.0 1.0 1.0 9f14/2029 uisitfSubstRehab 1315WindsorDrive se 1.0 1.0 1.0 1.0 112/2029 New ConstructiOn 1487 West Lake Placid Drive se 011- f-li'o" 1.0 141,., '"O:OT~ 1.0 10 8/2512010 Subtotal 3.0-" 7.'"3.0" 0.0' '"3,0' 3.0 2000 Homebu rAssistance 0721 Easl2nd Street ee 1.0 1.0 1.0 1.0 4/J/2010 Rental Affrd Covenant 0560 North F Street- Pioneer Pa eeN 1.0 1.0 1.0 1.0 11/1/2055 Multi-Farnil Construction 1540 W Baseline. S6 Senior Hs "'" 73.0 73.0 1.0 1.0 74,0 74.0 51112055 uisiVSubslRehab 1445 Kendall Drive se 1.0 1.0 1.0 1.0 1012512010 uisiVSubst Rehab 1458Mof an Road se 1.0 1.0 1.0 1.0 12/1812010 uisitlSubstRehab 1466 Sheridan Road se 1.0 1.0 1.0 1.0 9/2512010 Horneb Assistance 1470 Creekside Drive se 1.0 1.0 1.0 1.0 8/14/2010 ~eb Assistance 1478CreeksideDnve se 1.0 10 1.0 1.0 511212010 uisiVSubstRehab 1487 Lake Placid Road SC 1.0 10 1.0 1.0 8/2512010 uisltlSubstRehab 1527 Sheridan se 1.0 1.0 1.0 1.0 9/1/2010 Homebu rAssistance 1531 Sheridan Road se 1.0 1.0 1.0 1.0 511612010 uisiVSubst Rehab 1565 West Windsor Street se 1.0 1.0 1.0 1.0 81312010 Homebuver Assistance 1579 KendaltOrive se 1.0 1.0 - 1.0 1.0 mf2010 AcQuisitlSubst Rehab 4705 North Windsor se 1.0 1.0 1.0 10 1012/2010 Horneb Assistance 5172 Lakewood Drive se 1.0 10 1.0 1.0 101312010 Subtotal 75.0 75.0 --7.0 7.0-- 6.' 6"F' "88.0 88.0 APPENDIX 4 LIST OF INCLUSIONARY HOUSING UNITS SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY 102 ~ Projects Project # Units . Units 'ofUnits T olal " of Units Covenant ~ Area Very L.ow Low Mod WICCR's ElpirationDate Tota! redite Tolal redite Total redite Total Credited 2001 Homebuyer Assistance 1380 48th Street # 105 se 1.0 1.0 1.0 1.0 8/912011 Homebu rAssistance 1462 Sheridan Road se 1.0 1.0 1.0 1.0 6/2512011 New Construction 1468 Lake Placid Drive se 1.0 1.0 1.0 1.0 4..-a12011 Homeb Assistance 1494 Steamboat se 1.0 1.0 1.0 1.0 21912011 Subtotal 3.0 3.0 10 1.0 0.0 0.0 '.0 '.0 2002 Rental Affrd Covenant 0602 W 6th Street. Telacu I eeN 74.0 74.0 1- 11) 74.0 74.0 1f712057 A uisiVSubsl Rehab 0664 West 16th Street IVOA 1.0 1.0 1.0 81S12'" Rental Affrd Covenant 0750 West 4th 51 - Telacu II IVOA 74.0 74.0 74.0 74.0 1211612057 uisiVSubstRehab 1180 Rialto Avenue IVOA 1.0 1.0 10 1.0 41912047 uisiVSubstRehab 1326PerrisStreet IVOA 1.0 1.0 1.0 1.0 1211812047 A uisltlSubslRehab 1726 N Mountain View Ave IVOA 1.0 1.0 1.0 1.0 811512047 Home rAssistance 2104 Sul1fise lane 1# 1-4 IVOA 1.0 1.0 1.0 1.0 412512057 uisitlSubstRehab 1272 West Union Street MTV 1.0 1.0 1.0 10 91912047 New Construction 1617 North Clvde Streel "" 1.0 1.0 1.0 1.0 1211812047 New Construction 1657NorthC eStTeet "" 1.0 1.0 1.0 1.0 1211812047 uisiVSubstRehab 1856 Wesl17th Street "" 1.0 1.0 10 1.0 1212012047 A uisitlSubstRehab 0348Wesl13thStreel UPT I <<a:o 1.0 1.0 1.0 10 5/21/2047 Subtotal - 148,0 1.0 1.0 9.0 '0 158.0 158.0 2003 uisiVSubstRehab 1387S~tvedaA&B IVOA 1.0 1.0 10 1.0 11212048 ~uisitlSubst Rehab 1550 North Pershi A,.""" IVOA 1.0 1.0 10 10 3/2612048 uisiVSubstRehab 1198 West 8th Street MTV 10 1.0 1.0 1.0 1/2312048 New Construction 1631 North Glenview Streel NW 10 1.0 1.0 1.0 212112048 New Construction 1642NOfthC eStreat "" 1.0 10 1.0 1.0 1/1012048 New Construction 1668 North Glenview Street "" 1.0 1.0 10 1.0 113112048 New Construction 1669 North Cl eStreat NW 10 1.0 1.0 1.0 1/201204. AcquisitlSubstRehab 1604 West 17th Street "" 10 1.0 1.0 1.0 1/2412048 uisitlSubstRehab 1842 West 17th Street "" 1.0 1.0 1.0 1.0 1124/1948 Subtotal 0.0 00 1.0 1,0'" 8.0' ~. 9,0" '.0 Throu h June 30,2004 Rental Affrd Covenant 0550 W 5th St. 51. Bemardine P eeN 147.01147.0 2.0 2.0 1.0 1.0 150.0 150.0 514/2019 Rental Arfrd Covenant TelacuUI. SV 74.0 74.0 74,0d.74.0 611612059 Subtotal 221.0 221.0 "2.0A -2,0 10 1. 224.0 224.0 Throu h June 30, 2005 None Throu h05l06 None Throu h06lO7 Homeb Assistance 155 ~ 2nd Street IVOA 1.0 1.0 1.0 1.0 7/1812051 Homebu rAssistance 199 E Ki Street IVOA 1.0 1.0 1.0 1.0 7121/2051 Homeb r Assistance 201 E Ki Street IVDA 1.0 1.0 10 1.0 7/1712051 Home rAssistance 188 N AMen Street IVDA 1.0 1.0 1.0 1.0 9/2512051 Subtotal 0.0 00 0.0 0.0 ~.O.' -4.0 "- '.0 4.0. Throu h07/0e .- one-' - , APPENDIX 4 (Continued) LIST OF tNCLUSIONARY HOUSING UNITS SAN BERNARDtNO ECONOMIC DEVELOPMENT AGENCY 103 ~ Project . Units . Units # of Units Total" of Units Covenant ~ Projects ..... Very low Low Mod W/CCR's ExpiraUonDate 0- Total redite Total redit Total redite Total Credited Throu h08lO9 New Construclion 280 E 49th Street 40th 10 10 1.0 10 121912053 New Construction 26349thStreel 40th 1.0 10 1.0 10 121312053 New Construction 2B4E49thStreet 40th 1.0 1.0 1.0 10 1211012053 New Constructioo 275 E 49th Street 40th 1.0 10 1.0 1.0 1211&2053 New Construction 283 E 49th Street 40th 10 10 1.0 1.0 11119/2053 New Construction 271 E 49th Street 40th 10 10 1.0 1.0 6/412054 New Construction 279 East 49th Street 40th 10 10 1.0 1.0 121212053 New Construction 267 East 49th Street 40th 1.0 1.0 1.0 1.0 11/14/2053 New Construction 148-150 E Third Street CCE 1.0 10 1.0 1.0 9/2612053 New Construction 1517L wood W. IVOA 1.0 1.0 10 10 51512054 New ConstrucliOn 1503L wood W. IVOA 1.0 10 10 10 2/2512054 New Construction 1555L wood W. IVOA 1.0 --1:fL 1.0 10 12/512053 New Construction AHEPA IVOA 89.0 89.0 89.0 89.0 31512064 New Construction 3225 Grevslone N/A 1.0 0.5 1.0 0.5 1111812053 New Construction 3249Gre tone Road N/A 1.0 0.5 1.0 0.5 6/1912054 New Construction 2530 Christine N/A 1.0 0.5 1.0 0.5 9/412053 New Construction 6803 N Shannon Lane N/A 10 0.5 10 0.5 719/2053 ubtotal 89.0 '89.0 10 1.0 15.0 13.0 105.0 103.0 Adoption Through TOTAL 53. 53. 22 22 .. 47 629.0 627.0 June 30. 2009 APPENDIX" (Continued) LIST OF INClUSIONARY HOUSING UNrTS SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY 104 APPENDIX S: REPLACEMENT HOUSING TABLES 105 Address Project # of Units Total # of Very-low low Units Moderate Area Annlied Bedrooms Units Units Replacement Units Through 1999 (under 75% rule) 2355 Osbun Rd. - Highland Lutheran - Eden Ctr IVDA 50 50 25 25 244 52nd 51 No 1 2 1 290 36th 5t No 1 2 1 294 55th 5t No 1 4 1 360 48th 51 No 1 4 1 363 29th st No 1 2 1 388 Prospect aye No 1 3 1 1389 Alto ct No 1 4 1 394 Prospect No 1 3 1 424 Bumey st No 1 3 1 536 Dallas aye No 1 4 1 537 Dallas ave No 1 3 1 582 San Carlo aye No 1 3 1 583 Dallas aye No 1 4 1 595 Dallas No 1 4 1 597 Macy st No 1 1 655 Dallas aye No 1 3 1 717 La Porte aye No 1 3 1 724 26th 51 No 1 3 1 727 Ramona aye No 1 2 1 754 npark Blvd No 1 3 1 795 Pepper aye No 1 4 1 872 31st st No 1 3 1 895 npark Blvd No 1 4 1 955 41st St No 1 3 1 1005 Sunbrook dr No 1 4 1 1005 Suncrest Circle No 1 4 1 1022 Sunbrook No 1 4 1 1042 Suncrest dr No 1 3 1 1119 Montrose Aye No 1 3 1 1154 15th st No 1 2 1 1165 Mesa Verde aye No 1 3 1 1195 33rd 51 No 1 3 1 1197 Mesa Verde Aye No 1 2 1 1220 14th 5t No 1 3 1 1245 Lynwood dr No 1 2 1 1246 Edgemont dr No 1 2 1 1250 Marshall Blvd No 1 2 1 1265 27th 51 No 1 3 1 1284 Edgemont dr No 1 3 1 1288 Blackstone aye No 1 2 1 1423 Colorado aye No 1 3 1 1447 Temple st No 1 4 1 1488 9th 51 No 1 4 1 APPENDIX 5 INVENTORY OF REPLACEMENT HOUSING UNITS 106 Address Project # of Units Total # of Very-Low Low Units Moderate Area ApPlied Bedrooms Units Units 1488 Temple No 1 4 1 1506 Union sl No 1 3 1 1519 8th sl. Ramona Senior Complex No 44 44 22 22 1594 California ave No 1 3 1 1649 Davidson sl No 1 4 1 1763 Pico ave No 1 3 1 2037linooln dr No 1 2 1 2267 Greenwood st No 1 3 1 2346 Elodam ct No 1 3 1 2349 Atchison st No 1 3 1 2354 College ave No 1 4 1 2419 Deanna dr No 1 3 1 2436 G 51 No 1 2 1 2524 st No 1 2 1 2555 Berkeley ave No 1 2 1 2556 Union sl No 1 3 1 2562 I 51 No 1 3 1 2611 F 51 No 1 3 1 2665 While Pine ave No 1 4 1 2674 White Pine ave No 1 3 1 2722 White Pine No 1 4 1 2744 Duffy st No 1 4 1 2746 Duffy sl No 1 4 1 2748 71h st No 1 4 1 2761 Genevieve No 1 3 1 2765 Arrowhead No 1 3 1 2772 Cincinnati st No 1 3 1 2808 0 51 No 1 2 1 2814 Cincinnati sl No 1 3 1 2815 Gardena sl No 1 4 1 2832 Lincoln dr No 1 2 1 2845 Sepulveda ave No 1 2 1 2895 Lugo ave No 1 2 1 2895 Etiwanda ave No 1 4 1 2909 Parkside pI No 1 3 1 2976 Pinon cl No 1 3 1 3072 Davidson No 1 3 1 3076 Sierra Way No 1 3 1 3087 G 51 No 1 2 1 3119 Genevieve st No 1 2 1 3119 Casa Lorna dr No 1 3 1 3128 Casa Lorna dr No 1 3 1 3138 Rockford ave No 1 3 1 3164 F 51 No 1 1 1 APPENDIX 5 (continued) INVENTORY OF REPLACEMENT HOUSING UNITS 107 Address Project # of Units Total # of Very-Low Low Units Moderate Area Annlied Bedrooms Units Units 3172 Mary Ann Lane No 1 3 1 3174 Mansfield aye No 1 2 1 3275 F 51 No 1 2 1 3299 Conejo dr No 1 2 1 3389 Mayfield aye No 1 2 1 3405 Fairfax dr No 1 4 1 3456 Sierra Way No 1 3 1 3479 Acacia aye No 1 3 1 3588 Sepulveda aye No 1 3 1 3655 Mayfield aye No 1 3 1 3670 Camellia dr No 1 2 1 3938 Conejo dr No 1 3 1 3979 Ferndale aye No 1 3 1 4253 Mountain View Ave No 1 3 1 4579 Pershing No 1 3 1 4609 Sepulveda aye No 1 2 1 4724 Pershing aye No 1 2 1 4945st No 1 3 1 4946 Stoddard rei No 1 4 1 4994 Mayfield aye No 1 4 1 5005 D 51 No 1 4 1 5215 Genevieve No 1 2 1 5216 Revere aye No 1 4 1 5227 Sierra Mesa rd No 1 3 1 5294 H 51 No 1 4 1 5394 Lantern Crest Dr No 1 4 1 5473 Aster st No 1 3 1 5473 Jesse dr No 1 3 1 5534 Mayfield aye No 1 4 1 5537 Ladera rei No 1 4 1 5547 Ladera ct No 1 4 1 5557 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 Walnut aye No 1 3 1 6254 Indigo pi No 1 3 1 6424 Churchill st No 1 3 1 6947 Elmwood rd No 1 2 1 17675 Gulhn. No 1 3 1 APPENDIX 5 (continued) INVENTORY OF REPLACEMENT HOUSING UNITS 108 Address Project # of Units Total # of Very low- Moderate- Area Applied Bedrooms Units Low-Units Units Replacemenl Unils From 1999 Ihrough June 30, 2004 (aI100% of same income type or lower) 721 21st st CC 1 3 1 123 2nd st IVDA 1 3 1 132 Kino 51 IVDA 1 3 1 185 2nd 5t IVDA 1 3 1 150 King 51 rVDA 1 3 1 120 Rialto Ave IVDA 1 3 1 162 Wabash IVDA 5 6 4 1 168 Allen 5t IVDA 1 3 1 174 Allen 5t IVDA 1 3 1 186 King St IVDA 1 3 1 192 King 5t IVDA 1 3 1 197 27th st IVDA 1 2 1 202 Temple st IVDA 1 3 1 230-34 E. 14th 51 (CClM) IVDA 1 2 1 246-252 Wabash IVDA 1 3 1 267 Olive st IVDA 1 2 1 355 23rd st IVDA 1 6 1 36116thsl IVDA 1 3 1 395 Wabash Ave (CClM) IVDA 1 2 1 41523rdst IVDA 1 3 1 446 23rd st IVDA 1 3 1 636 Evans st IVDA 1 3 1 646 141h 5t(CClM) IVDA 1 4 1 668 141h 51 (CClM) IVDA 1 2 1 831 Kst IVDA 1 2 1 951 Crescent IVDA 6 12 6 1075 9th sl IVDA 1 3 1 1090 15th 51 (CClM) IVDA 1 2 1 1149 Rialto ave IVDA 1 2 1 1153 Conaress IVDA 1 4 1 1159 Rialto ave rVDA 1 3 1 1229 Rialto ave IVDA 1 3 1 1291 Lugo ave IVDA 1 2 1 1292 Genevieve 5t (CCLM) IVDA 1 2 1 1331 Mt. View IVDA 3 3 3 1359-61 Oak sl IVDA 2 4 1 1 1364 91h st IVDA 1 4 1 1365 9th st IVDA 1 2 1 1375 Crescent ave IVDA 1 3 1 1441-1449 Mt View rVDA 2 4 2 APPENDIX 5 (continued) INVENTORY OF REPLACEMENT HOUSING UNITS 109 Address Project # of Unils Total # of Very-Low Low Units Moderate Area Aoolied Bedrooms Units Units 1495 Mountain View (NHS) IVDA 4 4 2 2 1501-1503 Pershin~ rVDA 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 dr rVDA 1 2 1 2369 Leroy st rVDA 1 3 1 2696 Genevieve st IVDA 1 3 1 1139 Perris 51 (CClM) MTV 1 6 1 222 Rancho Glen Aire No 131 262 131 2565 Foothill Sequoia No 240 460 240 135 San Anselmo No 1 3 1 135-292-01 Kin9 51 No 1 3 1 168 Whipple Mountain rd No 1 2 1 202-206 43rd sl No 2 4 1 1 207 261h sl No 1 2 1 230 30lh sl No 1 2 1 235 Sidewinder Mtn Rd No 1 3 1 235 461h sl No 1 3 1 236 441h sl No 1 2 1 241 Larkspur dr No 1 2 1 243 43rd st No 1 2 1 244 451h sl No 1 3 1 245 Iris st No 1 3 1 249 Larkspur dr No 1 2 1 252 48th st No 1 4 1 255 361h sl No 1 3 1 256 Ardmore st No 1 2 1 264 441h sl No 1 2 1 272 Larkspur dr No 1 3 1 279 461h sl No 1 3 1 261 271h sl No 1 3 1 284 44th st No 1 3 1 291 42nd st No 1 3 1 291 44st st No 1 3 1 298 39th st No 1 2 1 306 461h sl No 1 4 1 323 49th st No 1 4 1 323 Country Club Lane No 1 2 1 340 351h sl No 1 2 1 357 Terrace rd No 1 4 1 393 261h sl. No 1 2 1 444 Rancho ave No 1 4 1 444 State st No 1 4 1 515 Country Club lane No 1 2 1 563 251h sl No 1 4 1 572 25th 51 No 1 2 1 587 Lassen ave No 1 3 1 603 Meridian No 1 3 1 603 Dallas ave No 1 3 1 APPENDIX 5 (continued) INVENTORY OF REPLACEMENT HOUSING UNITS 110 Address Project # of Units Total # of Very-Low Low Units Moderate Area ADDlied Bedrooms Units Units 624 28th 5t No 1 3 1 646 361h 5t No 1 2 1 720 Medical Center Dr. No 1 3 1 734 Dallas ave No 1 3 1 764 20th 51 No 1 2 1 764 Macy st No 1 4 1 772 21st st No 1 2 1 808 26th 5t No 1 3 1 816 21st st No 1 2 1 818 26th 51 No 1 2 1 830 San Carlo No 1 3 1 839 30lh 51 No 1 2 1 84831 st st No 1 2 1 864 18th 51 No 1 2 1 872 29th 5t No 1 3 1 907 261h 51 No 1 2 1 908 25th 51 No 1 2 1 919 281h 5t No 1 2 1 934 Mirada Rd No 1 2 1 955 Pico ave No 1 2 1 971 271h 5t No 1 2 1 1023 Sunbrook No 1 4 1 1033 251h 5t No 1 2 1 1035 wem ave No 1 3 1 1043 24th 5t No 1 2 1 1053 Medical Center dr No 1 2 1 1059 56th 51 No 1 4 1 1112 15th st No 1 2 1 1118161h 51 No 1 2 1 115315th5t No 1 3 1 1159 161h 5t No 1 2 1 1197 Cummings Way No 1 2 1 1221 Lomita rei No 1 2 1 1265 Oakwood dr No 1 2 1 1266 24th 51. No 1 3 1 1270 241h 51 No 1 3 1 1275 34th st No 1 3 1 1279 Lomita rd No 1 3 1 1282 241h 51 No 1 3 1 1287 Colima rd No 1 2 1 1297 241h 51 No 1 3 1 1344 Maple st No 1 3 1 1349 Reece st No 1 2 1 1349151h 51 No 1 3 1 1361 Arizona ave No 1 3 1 1363131h 51 No 1 2 1 1364 35th 51 No 1 3 1 141510th st No 1 2 1 1442 Evans st No 1 3 1 1463 10th 5t No 1 3 1 APPENDIX 5 (continued) INVENTORY OF REPLACEMENT HOUSING UNITS 111 Address Project # of Units Total # of Very-Low Low Units Moderate Area ADDlied Bedrooms Units Units 1479 10th sl No 1 3 1 1480 Marshall, Unit #13 No 1 3 1 1487151h sl No 1 3 1 1488 10th sl No 1 3 1 1531 Evans st No 1 4 1 1545 Alto dr No 1 4 1 1557 21st st No 1 2 1 1570 21st st No 1 3 1 1612 Colima rd No 1 4 1 1650 Porter st No 1 3 1 1690 191h sl No 1 3 1 1708 Porter st No 1 3 1 1711 7th st No 1 3 1 1743 Herrington Ave No 1 3 1 1768 27th sl No 1 3 1 1791 Mallory 51 No 1 4 1 1817 Porter st No 1 3 1 1820 Pica st No 1 2 1 1837 Virginia No 1 4 1 1850 Belmont c1 No 1 3 1 1879 Herrington aye No 1 4 1 1889 Pica aye No 1 1 1 1905 Poplar st No 1 3 1 19110eerCreekdr No 1 3 1 1955 Clark Mountain rd No 1 3 1 1957 141h st No 1 3 1 2026 Medical Center Dr No 1 3 1 2045 Universal aye No 1 3 1 2049 15th st No 1 3 1 2054 Teak ct No 1 2 1 2131 Chestnut 51 No 1 3 1 2160 Riafto No 61 61 61 2170 Hanford st No 1 3 1 2180 Grand aye No 1 3 1 2195 Hanford No 1 3 1 2204 Mill st No 1 4 1 2214 Chatka Lane No 1 3 1 2227 Oregon st No 1 3 1 2257 3rd st No 1 3 1 2270 Muscupiabe dr No 1 2 1 2277 Adams st No 1 3 1 2321 Spruce st No 1 3 1 2330 Serrano rd No 1 3 1 2341 Walnut st No 1 3 1 2364 San Anselmo No 1 3 1 2365 Oregon st No 1 2 1 2383 Duffy 51 No 1 5 1 2398 Victoria st No 1 3 1 2405 San Carlo No 1 3 1 APPENDIX 5 (continued) INVENTORY OF REPLACEMENT HOUSING UNITS 112 Address Project # of Units Total # of Very-low low Units Moderate Area AODlied Bedrooms Units Units 2406 6th st No 1 3 1 2423 6th 51 No 1 3 1 2426 San Anselmo aye No 1 3 1 2438 Victoria aye No 1 4 1 2454 Victoria aye No 1 3 1 2460 Muscupiabe dr No 1 3 1 2462 Victoria st No 1 5 1 2473 Duffy st No 1 4 1 2476 San Benito aye No 1 3 1 2494 San Benito aye No 1 3 1 2504 Duffy st No 1 4 1 2534 Saint Elmo dr No 1 3 1 2535 6th st No 1 3 1 2542 Union st No 1 4 1 2543 Flores st No 1 3 1 2544 Poplar st No 1 3 1 2558 Duffy st No 1 4 1 2564 Spruce st No 1 4 1 2574 I st No 1 3 1 2576 Pennsylvania No 1 3 1 2602 Pennsylvania No 1 3 1 2618 Etiwanda aye No 1 3 1 2635 Cardamon st No 1 4 1 2639 San Anselmo No 1 4 1 2645 7th st No 1 3 1 2645 Pleasant Way No 1 3 1 2648 Etiwanda aye No 1 4 1 2656 Torrey Pine rd 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 MJJI St . Rancho Meridian No 142 142 67 39 36 2704 Serrano rd No 1 3 1 2705 San Anselmo No 1 4 .1 2706 Stoddard No 1 3 1 2715 Sunflower aye No 1 3 1 2716 5th st No 1 3 1 2717 6th st No 1 4 1 2718 Lincoln dr No 1 2 1 2740 Lincoln dr No 1 3 1 2745 1st No 1 2 1 2748 D st No 1 2 1 2748 H st No 1 3 1 2756 Berkelev aye No 1 2 1 2760 5th st No 1 3 1 2768 Victoria st No 1 3 1 2769 Davidson No 1 2 1 2776 Genevieve st No 1 3 1 APPENDIX 5 (continued) INVENTORY OF REPLACEMENT HOUSING UNITS 113 APPENDIX 5 (continued) INVENTORY OF REPLACEMENT HOUSING UNITS Address Project # of Units Total # of Very-Low low Units Moderate Area Applied Bedrooms Units Units 2777 Ladera ave No 1 3 1 2783 Arrowhead No 1 2 1 2787 Serrano rd No 1 2 1 2797 ftH" st No 1 2 1 2798 Lincoln dr No 1 2 1 2805 Glenview aye No 1 4 1 2807 "G" 51 No 1 2 1 2808 Patterson Way No 1 3 1 2809 Davidson No 1 2 1 2811 Mountain View No 1 3 1 2823 G st No 1 2 1 2836 71h 51 No 1 4 1 2839 Acacia aye No 1 3 1 2844 Belmont ave No 1 2 1 2863 Etiwanda No 1 4 1 2865 Acacia ave No 1 3 1 2865 Colima rd No 1 4 1 2875 Acacia ave No 1 3 1 2879 Pershing ave No 1 2 1 2888 Lugo ave No 1 2 1 2901 Gamer aile No 1 2 1 2908 D 51 No 1 4 1 2908 H 51 No 1 2 1 2923 Gardena st No 1 2 1 2925 Pershino No 1 3 1 2925 Lugo ave No 1 2 1 2931 Mt. View ave No 1 3 1 2931 Havasu ct No 1 4 1 2936 F 51 No 1 3 1 2939 Sierra Way No 1 3 1 2939 Sepulveda ave No 1 2 1 2943 I st No 1 2 1 2946 Lincoln dr No 1 3 1 2947 Genevieve st No 1 2 1 2976 G st No 1 2 1 3015 Sierra Way No 1 2 1 3016 Mountain View No 1 2 1 3026 Pico ave No 1 3 1 3047 Davidson No 1 2 1 3057 Pica ave No 1 3 1 3079 California No 1 2 1 3085 Oregon st No 1 3 1 3094 Santolinas st No 1 3 1 3096 Stoddard st No 1 2 1 3135 Hidalgo dr No 1 3 1 3151 Mountain View No 1 2 1 3160 Sanchez 5t No 1 3 1 3164 Pershing ave No 1 3 1 3327 Belle 5t No 1 2 1 I jjt;i4 t'ersnlOg No 1 3 1 114 Address Project # of Units Total # of Very.Low Low Units Moderate Area Annlied Bedrooms Units Units 3418 "E" 51 No 1 2 1 3423 Wall aye No 1 3 1 3472 Mountain aye No 1 3 1 3535 Arrowhead Ave No 1 3 1 3539 Golden aye No 1 2 1 3548 "0" 51 No 1 2 1 3567 Genevieve st No 1 3 1 3639 Sierra Way No 1 3 1 3649 Belle s1 No 1 2 1 3782 Modesto dr No 1 3 1 3795 Camellia dr No 1 2 1 3899 Sierra Way No 1 3 1 3961 San Benito 51 No 1 3 1 4116 Mountain Dr. (County) No 1 2 1 4276 Crisly aye No 1 2 1 4294 Don Pablo ct No 1 3 1 4410 Sepulveda aye No 1 3 1 4482 Acapulco 51 No 1 4 1 4531 Sepulveda aye No 1 2 1 4656 0 51 No 1 3 1 4718 D st No 1 4 1 4830 Christy aye No 1 3 1 5050 0 51 No 1 3 1 5536 Ladera rd No 1 4 1 5648 Surrev Lane No 1 3 1 5858 Jesse dr No 1 3 1 562 Union sl UPT 1 3 1 Replacement Units From July 1, 2004 through June 30, 2009 214 41h 51 CCE 1 3 1 217 5th 51 CCE 1 3 1 107 2nd 51 IVDA 1 3 1 1227 Rialto aye IVDA 1 1 1 151 2nd 51 IVDA 1 3 1 161 2nd st IVDA 1 4 1 168 Allen 51 IVDA 1 1 1 174 Allen sl IVDA 1 1 1 186 Kinn st IVDA 1 1 1 Hjnhland Lutheran Senior Hsn IVDA 20 20 10 10 114 Via San Luis No 1 3 1 2619 Via San Mjnuel No 1 3 1 2635 Via San Minuel No 1 4 1 2652 Via San Carlos No 1 4 1 2655 Via San MklUel No 1 3 1 2666 Via San Carlos No 1 4 1 2669 Via San Minuel No 1 4 1 2674 Via San Carlos No 1 4 1 3224 Grevstone rd No 1 4 1 3248 Kevslone rd No 1 4 1 766 San Carlo aye No 1 4 1 APPENDIX 5 (continued) INVENTORY OF REPLACEMENT HOUSING UNITS 115 Community Development Commission (Mayor & Common Council) Economic Development Agency Staff Contributors Patrick J. Morris, Chairperson Mayor Emil A. Marzullo, Interim Executive Director Esther Estrada, Commissioner Council Member. Ward 1 Don Gee, Deputy Director Carey Jenkins, Housing & Community Development Director Dennis J. Baxter, Commissioner Council Member. Ward 2 Russ De Jesus, Interim Administrative Services Slrector Tobm Brinker, Commissioner Council Member - Ward 3 Kathleen Robles, Project Manager Colin Strange, Project Manager Fred Shorett, Commissioner Council Member. Ward 4 I MIke Trout, Project Manager Musibau Arogundade, Project Manager Chas A. Kelley, Commissioner Council Member. Ward 5 r Lisa Connor, Assistant Project Manager Shannon Johnson. Administrative Analyst Rikke Van Johnson, Commissioner Council Member - Ward 6 Jeffrey Smith. Senior Urban Planner Lisa Sanford, Urban Planner Wendy McCammack, Commissioner Council Member. Ward 7 John Oquendo, Urban Planner Precilla Rani, GIS Analyst Timothy J. Sabo, Agency Counsel Prepared By: @ R 2.~",", '0""""'" "'''0'"''' San Bernardino Economic Development Agency 201 North "E" Street. Suite 301 San Bernardino. CA 92401 (909) 663-1044 www.sbrda.orQ Felise Acosta, Principal Tara Howard, Associate/Project Manager Ken Lee. Senior Associate Adopted .2009