Impact Fee Assessment and Affordable Housing Impact Fee
Impact Fee Assessment and Affordable Housing Impact Fee Deployment Update Katie Dignan- Assistant Director Planning and Building Department Maryann Leshin- Deputy Director Housing and Community Development
Timeline for Impact Fee Assessment MGO Issued Contract to Perform Impact Fee Assessment September 26, 2019 Produce updated schedule and Workplan October- November 2019 MGO Review data and interview key staff to gain understanding of issues December 2019 Final Report Presented to CED Dec 2019 - Jan 2020 Data Analysis and updated Financial Schedules April 2020
Impact Fee Collections IMPACT FEE NAME 1 JUL 2016 - 30 JUN 18 1 JUL 2018 - 30 JUN 2019 1 JUL 2019 - 30 SEP 2019 (Q 1) CUMULATIVE TOTAL AFFORDABLE HOUSING IMPACT FEE 4, 894, 717 3, 289, 687 567, 750 8, 752, 154 JOBS/HOUSING IMPACT FEES 2, 463, 804 627, 936 3, 507, 786 6, 599, 526 CAPITAL IMPACT FEES 1, 689, 582 618, 136 613, 757 2, 921, 475 TRANSPORTATION IMPACT FEES 2, 949, 398 3, 270, 512 257, 468 6, 477, 378 CUMULATIVE TOTAL 11, 997, 501 7, 806, 271 4, 946, 761 24, 750, 533 Note: All of the collections will be assessed as part of the MGO Impact Assessment Project, therefore they are subject to change.
Impact Fee Deployment: Committed as of December 2018 Project Name Address Amount # of Units Development Status 95 th and International 9409 -9437 International Blvd $1, 294, 717 55 Predevelopment, Planning approved 11/07/2018 Friendship Senior Rental Housing 1904 Adeline Street $2, 000 50 Predevelopment, Planning approved 1/07/2019 Nova Apartments (Oak Hill) 445 – 30 th Street $1, 600, 000 57 Building Permit Application submitted on 7/25/2019. Under final review. $4, 894, 717 162 Totals
Future Deployment of Funds All available funds through December 31, 2019 from both Affordable Housing(AHIF) and Jobs/Housing Impact Fees (JHIF) will be deployed through the New Construction Notice of Funding Availability (NOFA). Any additional AHIF and JHIF revenue received can be appropriated by Housing and Community Development Department without Council approval per Resolution No. 87469 C. M. S. NOFA released in August 2019. 12 applications totaling 842 units were received on the September 27, 2019 due date Application requests totaled $63 million. Selection process is underway and recommendations for awarding funds anticipated for January 2020.
NAME ADDRESS 3050 International Blvd. 7 th and Campbell Street 2372 International Blvd. 1003 E. 15 th St. 76 Yes April 2021 79 Yes Aug 2020 56 Yes March 2021 70 Yes March 2021 3003 -19 Filbert St. 1904 Adeline St. 6 50 N/A Yes July 2020 Nov 2020 Ancora Place 2227 -57 International Blvd. 77 Yes July 2020 Fruitvale Transit Village IIB 35 th Ave & E. 12 th St. 181 Yes Dec 2020 Longfellow Corner 3801 -7/3823 -29 MLK Way 68 Yes April 2021 Mac. Arthur Project 7525 -33 Mac. Arthur Blvd. 19 Yes Nov 2020 The Phoenix 801 Pine Street 101 Yes Jan 2021 W. Grand & Brush 760 -22 nd St & 2201 Brush Street 59 Yes Jan 2021 7 th and Campbell Agnes Memorial New Construction NOFA Applicants # of Seeking Tax Estimated Start UNITS Credits in 2020? of Construction Dr. K. Anderson Senior Housing Filbert Promise 1 Friendship Senior Housing 1 Homeownership project
Top 21 Largest Residential Projects issued permits since September 2016 Line # Address Project Name or Address Units Valuation Impact Fee Payment or Reason not collected. 1 1314 Franklin 436 $92, 000. 00 Providing 27 Very Low income units 2 277 27 th Street 405 $135, 273, 452. 00 Permit Submitted 8/31/16 3 3883 Turquoise MTV Parcel B 403 $87, 482, 981. 00 Providing 45 moderate units 4 301 12 th Street W 12 333 $72, 878, 582. 00 Paid First Installment 915, 750 5 40 Harrison St 333 $63, 000. 00 Subject to the Jack London DA limiting application of new fees after 2004 6 1428 105 th Street Oakland International Seniors 324 $16, 250, 000. 00 Providing All affordable units for Seniors 7 1150 Clay Street 288 $44, 510, 000. 00 Paid First Installment $71, 500, total unit count is 288 however 262 were previously vested prior to July 2, 2016. Fee only assessed on 26 units. 8 540 39 th Street Mac. Arthur Commons 287 $45, 301, 284. 00 Providing 8 low income units (Part of PUD which has additional units) 9 14 th & Alice 261 $50, 468, 245. 00 Vesting Map was deemed complete prior to 11/27/2015 and was approved by CPC prior to July 2016. 10 2630 Broadway 255 $60, 819, 771. 00 Permit Submitted 4/12/2016 11 1640 Broadway 254 $70, 641, 630. 00 Permit Submitted 06/07/2016 12 1721 Webster 250 $61, 417, 853. 00 Paid First Installment of $687, 500 13 255 9 th Ave 241 $43, 260, 000. 00 Subject to the Brooklyn Basin DA limiting application of new fees after 2009 14 219 9 th Ave Parcel C FDP 241 $41, 500, 000. 00 Subject to the Brooklyn Basin DA limiting application of new fees after 2009 15 180 4 th Street 238 $49, 765, 182. 00 Permit Submitted 08/31/2016 16 2315 Valdez 233 $55, 250, 000. 00 Providing 11 moderate, 11 low, and 14 very low affordable units 17 2400 Valdez 225 $46, 940, 107. 00 Permit Submitted 04/08/2016 18 301 19 th Street 224 $33, 624, 468. 00 Permit Submitted 08/31/2016 19 1700 Webster 206 $44, 498, 586. 00 Permit Submitted 06/07/2016 20 5110 Telegraph 204 $33, 662, 760. 00 Providing 17 very low income units 21 385 14 th 1314 Franklin St/385 14 th Street 197 $60, 000. 00 Providing 27 very low income units
Map of Top 21 Largest Residential Projects
Other Joint Efforts Underway by PBD and HCD to address Affordable Housing Crisis Restricted/ Affordable Units Pre-Application 178 Application Submitted/Under. Review 119 Application Approved 884 New Joint Workflow for Coordinated Process with the Planning Bureau, Housing Bureau, Building Bureau, and Accela Unit for Density Bonus + Affordable Units In Lieu of Impact Fees Building Permit Filed (not issued) 183 New condition of approval template for the Planning Bureau to ensure that applicants work with HCD negotiate and record the required regulatory agreement with the City in a timely manner. Total Pipeline Housing Pipeline Report Released Acquisition, Rehab and Preservation NOFA in August, awards anticipated in January 2020. Scheduled to release third NOFA for Acquisition and Conversion before the end of the year. In July we issued: New application for Regulatory Agreement Density Bonus Procedures and Regulatory Agreement Template Permit Status In October PBD hired an ASM II- Permit Counter Supervisor to improve coordination on all counter operations and streamline permit processing. With priority to expedite all affordable Housing Projects. (sum of above) 1364 Permit Issued/Under Construction 936 TOTALS 2, 300
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