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04-08-96 PC Agenda . - i I I- > I I L_ AGENDA GOLDEN VALLEY PLANNING COMMISSION Regular Meeting Golden Valley City Hall, 7800 Golden Valley Road Council Chambers April 8, 1996 7pm I. Approval of Minutes - February 12 and 26, 1996 II. Election of Officers III. Workshop Session: Discussion of Livable Communities Action Plan Requirements and General Housing Plan Update IV. Reports on Meetings of the Housing and Redevelopment Authority, City Council, and Board of Zoning Appeals V. Other Business VI. Adjournment I i 'I -~- ! II I PLANNING COMMISSION GUIDELINES FOR PUBLIC INPUT . The Planning Commission is an advisory body, created to advise the City Council on land use. The Commission will recommend Council approval or denial of a land use proposal based upon the Commission's determination of whether the proposed use is permitted under the Zoning Code and the Comprehensive Plan, and whether the proposed use will, or will not, adversely affect the surrounding neighborhood. The Commission holds informal public hearings on land use proposals to enable you to learn, first-hand, what such proposals are, and to permit you to ask questions and offer comments. Your questions and comments become part of the record and will be used by the Council, along with the Commission's recommendation, in reaching its decision. To aid in your understanding and to facilitate your comments and questions, the Commission will utilize the following procedure: 1. The Commission Chair will introduce the proposal and the recommendation from staff. Staff will give a brief summary of the applicant's request. Commission members may ask questions of staff. 2. The applicant will describe the proposal and answer any questions from the Commission. 3. The Chair will open the public hearing, asking first for those who wish to speak to so indicate by raising their hands. The Chair may set a time limit for individual questions/comments if a large number of persons have indicated a desire to speak. Spokespersons for groups will have a longer period of time for questions/comments. e 4. Please give your full name and address clearly when recognized by the Chair. Remember, your questions/comments are for the record. 5. Direct your questions/comments to the Chair. the Chair will determine who will answer your questions. 6. No one will be given the opportunity to speak a second time until everyone has had the opportunity to speak initially. Please limit your second presentation to new information, not rebuttal. 7. At the close of the public hearing, the Commission will discuss the proposal and take appropriate action. . . . . Minutes of the Golden Valley Planning Commission February 12, 1996 A regular meeting of the Planning Commission was held at the Golden Valley City Hall, Council Chambers, 7800 Golden Valley Road, Golden Valley, Minnesota. The meeting was called to order by Chair Prazak at 7pm. Those present were Commissioners Groger, Johnson, Kapsner, Lewis, McAleese, Pentel and Prazak. Also present were Mark Grimes, Director of Planning and Development; Elizabeth Knoblauch, City Planner and Mary Dold, Planning Secretary. I. Approval of Minutes - January 22. 1996 MOVED by Lewis, seconded by McAleese and motion carried unanimously to approve the January 22, 1996 minutes as submitted. II. Informal Public Hearing - Trevilla of Golden Valley P.U.D. No. 72 Applicant: Unicare Homes, Inc. Address: 7445 Glenwood Avenue and 7505 Country Club Drive Request: Creation of a P.U.D. which includes the existing nursing care facility located at 7505 Country Club Drive, the demolition of the existing structure at 7445 Glenwood Avenue and the construction of a 60-unit assisted living facility on the 7445 Glenwood Avenue site. Mark Grimes, Director of Planning and Development summarized his staff report to the Planning Commission talking about the removal of the building located at 7445 Glenwood Avenue so a 60-unit assisted living facility can be constructed; the nursing care facility would remain. Mr. Grimes stated that the property is correctly zoned 1-4 but the applicant is proceeding through the PUD process because there will be two principal buildings on the site. Mr. Grimes commented on the following issues: . Parking Requirements. The required parking is 173 spaces. The application feels that the proposed 124 spaces are adequate. There are approximately 100 people on site at peak shift time, although there is some overlap when shifts change. Mr. Grimes commented that he has been on the site several times and has always seen available parking. At present, there is a parking agreement with Northrup King for ~dditional parking. The proposed assisted living facility will have approximately 5 employees at peak time. The applicant does not anticipate many, if any, of the residents to have cars on the site. . Proposed Addition. The proposed plans indicate an addition to the nursing home on the west side of the building. This addition would be for a new physical therapy room and new entrance to the nursing home. This addition, when built in the future, will not create any more employees on the site, so additional parking is not anticipated. . . . .. Minutes of the Golden Vall~y Planning Commission February 12, 1996 Page Two · Drainage and Utilities. Fred Salsbury, Director of Public Works, has reviewed the plans and feels present drainage will work on the site. There is adequate space for fire trucks to get around. The proposed assisted living facility will be sprinklered. · Building Setback. All setbacks are being met at this time. · Landscaping. The applicant has submitted a preliminary landscape plan which shows additional plantings along the east and south property line. · Traffic Generation. Staff does not believe that there will be a significant increase in traffic. There will be fewer trips to and from the site because the pharmacy will be gone. · Subdivision. The applicant is planning on having two separate lots - one for the existing nursing home and one for the proposed assisted living facility. Mr. Grimes commented that the assisted living facility is a product that has not been provided in Golden Valley. This type of facility should work well and give the people who reside in the facility the comfort of knowing that there is a 24-hour nursing facility next door. Staff is recommending approval for the Planned Unit Development request. Commission Kapsner asked staff to confirm that there would not be a substantial increase in employees with the proposed assisted living facility. Mark Grimes confirmed that the assisted living facility will employee about 5 employees, significantly less than the previous user of the building at 7445 Glenwood Avenue. The applicant, Andrew Palec, representing Unicare Homes, Inc. gave a brief summary of their nursing home business in Minnesota. Mr. Palec commented that Unicare Homes is excited about offering a different kind of service in Golden Valley that will allow residents to remain in their community. Mr. Palec talked about traffic generation stating that there should be minimal traffic with the assisted living facility and is therefore requesting a ratio of 1 to 4 parking spaces per resident vs. the required 1 to 2 ratio. The plan is to get as much parking on the nursing home site where it is needed. Chair Prazak asked about the green space between the assisted living facility and the residential . neighborhood to the east. Mr. Palec commented that he sent out notices to the neighborhood regarding a meeting to talk about the proposal. He commented that residents were concerned with landscaping along the east and south property lines. Mr. Palec said he would submit a revised landscape plan showing more trees when this proposal is reviewed by the City Council. Commissioner Lewis asked if the applicant would be willing to work with the neighbors on the landscaping issue. Mr. Palec commented that his organization would be willing to work with the neighbors on reasonable requests for landscaping to meet their comfort level. The commission and applicant talked about the preparation of food and layout of the living area and communal areas of the assisted living facility. Minutes of the Golden Valley Planning Commission February 12, 1996 Page Three . Commissioner Pentel asked about lighting being placed in the setback 'areas. Mark Grimes said that lighting is allowed in the setback areas. Commissioner Pentel also asked about the signage for the facility. Mr. Palec said the sign would be a pedestal-type in brick with some kind of illumination. Chair Prazak opened the informal public hearing. Phil Fuhlman, 521 Kelly Drive, believes and hopes this facility will be attractive which will enhance the neighborhood and would be a good contribution to Golden Valley. He is concerned that the mature vegetation on the site (generally in the southeast corner), not be damaged during construction. He would like to see two row of evergreens, 6 feet tall, planted. Mr. Fuhlman also is concerned with the individual air-conditioning unit noise, and erosion of the soil during and after construction. Roland C. Patton, 7442 Olson Hwy. commented on the beautiful natural state of the southeast corner of the lot. He is concerned with garage and debris blowing into his neighborhood from the nursing home. Larry Knutson, 7421 Glenwood Avenue, is concerned with commercial and residential property abutting his house and other residentially zoned property. He would like to see everyone's privacy maintained. He would like to see the planting of more mature trees or fencing and the building lowered so people from the proposed facility are not looking into his back yard and windows. He is also concerned with the existing lack of maintenance along the east side of the property by Unicare. . Chair Prazak closed the informal public hearing. Mr. Palec addressed the landscape plan and said he would be willing to look at some changes. He said it was in the best interest of the organization to produce an attractive site. Mr. Palec also commented that the neighbors solutions may be good for them but does not work with their proposal. He is not opposed do doing additional landscaping. Mr. Palec addressed Mr. Knutson's concern on privacy in his back yard. Mr. Palec said that Mr. Knutson's property is higher than the proposed assisted living facility and there may be windows facing that direction that look into his back yard. He does not feel that it is his obligation to guarantee privacy on everyone's property and there are degrees of how much can be done. Mark Grimes, Director of Planning and Development commented that the landscaping plan is a preliminary plan and the Commission can request that additional landscaping be included as part of the final plan. Commissioner Pentel asked about the enclosed trash areas which are mentioned in the staff memo but not shown on the design plan. Mark Grimes commented that the manager of Trevilla, Mr. Larry Vander Poel, is now constructing fencing around the trash containers. The proposed facility and nursing home would share the same trash area but Mr. Grimes questioned whether there couldn't be enclosed trash areas for each building. . Chair Prazak commented that he was pleased that the applicant met with the neighboring residents to discuss the proposal. He believes a facility of this nature is needed, is a good option for people, and that this site is an appropriate use. . . . Minutes of the Golden Valley Planning Commission February 12, 1996 . Page Four Commissioner Kapsner commented that he liked the proposal of an assisted living facility. He feels the neighbors concerns can be addressed. Mr. Kapsner would like to see that as many trees remain on the site as possible and asked staff if there was someone who could address the tree concern on this site. Mark Grimes said he would contact the City Forester, AI Lundstrom, to take a look at the existing trees and make a recommendation on the life of the trees. Mr. Kapsner also commented that the developer should take particular care to reduce soil erosion as much as possible during construction. Commissioner McAleese commented that if the neighbors see soil erosion happening on the site, they need to call the City about these problems. Commissioner Pentel would like to see that all green space be maintained and groomed throughout the growing season. Ms. Pentel is in favor of putting a condition in the permit with language that says that all green space will be maintained throughout the growing season, that the landscaping will be maintained, and more fir trees will be provided on the site. MOVED by Pentel, seconded by McAleese and motion carried unanimously to recommend to the City Council approval of the Preliminary Design Plan for Trevilla of Golden Valley P.U.D. No. 72 with the following recommendations: 1) As much vegetation remain on the property as possible during construction and after, 2) all green space be maintained during the growing season, and 3) additional screening along the east and southeast comer be provided using fir or spruce trees. III. Informal Public Hearing - Amendment to JLO Addition P.U.D. No. 66 Applicant: Jim Lupient Oldsmobile Company Address: 7000 and 7100 Wayzata Blvd. Purpose: Change certain conditions in the existing P.U.D. Permit relative to delaying or eliminating certain site improvements Mark Grimes, Director of Planning and Development, gave a brief summary of his staff report to the Planning Commission. Mr. Grimes talked about the proposed face lift to the main building, the proposed Infiniti addition and landscaping. He said that Mr. Lupient is requesting this amendment because he will not be able to complete certain site improvements which are outlined in the original P.U.D. Permit approved by the City Council on April 18, 1995. The City requested Mr. Lupient submit of Letter of Credit and personal guarantee the he would make some improvements to the site. Director Grimes told the Commission that the planned changes to the site would be the construction of the Inifiniti building, along with landscaping, a reduced amount of repaving and placement of curb and gutter - new curb and gutter will be placed only around the new Infiniti building and along Market Street. There will also be beefed-up landscaping along the west side of the lot. The lighting plan has been scratched at this time. Minutes of the Golden Valley Planning Commission February 12, 1996 Page Five . Commissioner Pentel asked how many pylon signs will be on the site and Mr. Grimes said three pylon signs which is what the permit now states. Mr. Grimes also said that City staff needs to review all signage on the site to insure that it meets the city sign ordinances. Commissioner Groger asked if the setback areas would be met. Director Grimes said the setback will be met on the west side of the lot except where the turn around will be located in the front of the Infiniti building. The Infiniti building will meet all setback requirements. Director Grimes said that no other buildings on the lot meet required setbacks. Also, most of the parking areas do not meet the setback requirements found in the Industrial Zoning District. Doug Sailor, representative for the Jim Lupient Oldsmobile Company, talked about the proposed Infiniti dealership and that Mr. Lupient had decided, some time ago, to wait on the upgrading of the site until after the 1-394 construction. Mr. Sailor commented that the Infiniti dealership site is very small and will have a low intensity use. He also commented on the main building, saying that Oldsmobile wants to upgrade the main building by the year 2000 and this was a motivating factor to upgrade the entire site. Mr. Sailor said that a critical mistake was made when Lupient did not factor in all the cost for doing the site improvements as stipulated in the PUD. These total costs for site improvements cannot be financed. Commissioner Kapsner talked about his concern at the Market Street entrance to the site. He believes the landscaping around the entrance should be maintained. Commissioner Kapsner asked if some curb and gutter work would be done. Mr. Sailor commented that curb and gutter would be placed along the west side of the lot and to the front of the Infiniti dealership and at the entrance to Market Street. . Chair Prazak asked what area of the parking lot would not be repaved. Mr. Sailor said repaving would be done around the Infiniti dealership and that the remainder of the parking lot would be seal coated and striped. Some blacktop would have to be replaced where utility work is done. Commissioner Groger asked about green space along Market Street. Mr. Sailor said the plan looks a little deceiving but there will be a 35 foot setback that will be landscaped. Commissioner Pentel asked about new lighting standards which would be located around the Infiniti dealership. Mr. Sailor commented that no new lighting standards will be erected at this time, and in fact, six lights have been removed. He also said that eventually all the lighting would be replaced. Chair Prazak commented that he was concerned with all the cutbacks in landscaping. Director Grimes said that the applicant is not cutting back on the previously approved green space along the west side of the lot which is in the original PUD package. Commissioner Groger asked which areas of the lot are subject to flooding. Mr. Sailor commented that there is flooding in front of the building to the east, which has been a problem area but usually occurs only twice a year. Mr. Sailor also said that the drainage from the site will connect to both the MnDOT drainage system and to an existing pipe along Market Street. . Minutes of the Golden Valley Planning Commission February 12, 1996 Page Six . Commission Groger also asked about the traffic flow through the property which was a concern when the application came before the Commission late last summer. Mr. Sailor said they have widened the entrance drive to Market Street and they will be restriping. Fred Salsbury, Director of Public Works, commented that there may be a problem with the surcharging in the pipe and that Mr. Lupient needs to understand that the City is not responsible for water in his parking lot if the drainage system on-site over flows. Commissioner Kapsner commented that the applicant is not proposing anything that is different from the original P.U.D. application. He continued by saying that the land is peaty and the lot will probably need fixing in the next 5 or 10 years. Chair Prazak opened the informal public hearing; seeing and hearing no one, Chair Prazak closed the informal public hearing. Commissioner McAleese feels there are two issues before the Planning Commission; a planning issue which is relatively minor and a policy issue. Commissioner McAleese is concerned that the system did not work correctly in that a policy was decided by making an agreement with Mr. Lupient before the amendment came back to the Planning Commission which he feels is only a technical housing cleaning. issue. Commissioner McAleese feels that because the City Council gave the go ahead through the Letter of Credit and personal guarantee, the Planning Commission is bound to approve the amended plans. Commissioner McAleese noted that the City Engineer's concern about flooding should be added to any permit change. . Commissioner Groger felt that the issue before the Planning Commission had already been approved before coming to the Planning Commission because of the Letter of Credit being accepted and a permit issued for the Infiniti building. He is concerned with the fact that the applicant could not meet his deadline to complete improvements to the site. He is also concerned that Mr. Lupient proceeded to amend his PUD permit before the Commission had a chance to review the plans. Mr. Grimes commented that the issue was that Mr. Lupient was not going to get the improvements done before the deadline of November 15 and there was not enough time to bring the plan back to the Commission before the deadline. The Council met with Mr. Lupient, in late 1995, and the outcome was a Letter of Credit and personal guarantee to do certain improvements if the building permit for Infiniti was issued. Mr. Lupient also agreed to amend the PUD indicating his reduced plans. Director Grimes commented that Mr. Lupient is operating under the current PUD and that the Planning Commission can recommend not to approve the amendment to JLO Addition P.U.D. No. 66. Mr. Sailor commented that the Letter of Credit needs to be interpreted by the attorneys on what the letter guarantees and what improvements need to be made. City Planner Beth Knoblauch said she believes the correct action would be that the City has the right not to issue an occupancy permit if the amendment fails. . . . . Minutes of the Golden Valley Planning Commission February 12, 1996 Page Seven Commissioner McAleese iterated what City Planner Knoblauch said that if the amendment is denied the lnfiniti Dealership cannot be occupied. Mr. Sailor commented that in reality, that if the City denies the amendment, the Infiniti building construction would stop and Mr. Lupient would take the loss - he cannot afford $700,000 in improvements. Fred Salsbury, Director of Public Works commented that the agreement provided for certain improvements, ie landscaping and storm sewer improvements. Commissioner Kapsner commented that he believes that Mr. Lupient did not try to pull a fast one on the City when he came in with the PUD request and that he made an honest error in cost calculation. Commissioner Kapsner believes this is a viable project and the City should work with him. Chair Prazak and Commissioner Lewis agreed with Commissioner Kapsner. Chair Prazak said that once the Infiniti building and landscaping is completed, Mr. Lupient will have an incentive to complete improvements to the property. Commissioner Groger said he could not support the amendment because the property is nonconforming per City Code and aesthetically nonconforming. He continued by saying that by creating a PUD to allow for an additional building on an already crowded lot causes a problem and sets a dangerous precedent in the City. The applicant is getting another building on a nonconforming building. MOVED by Kapsner, seconded by McAleese and motion carried by a vote of 6-1 to recommend approval to the City Council for the amendment to JLO Addition P.U.D. No. 66 with the following two conditions: 1) the landscaping plans for the west side of the property reflect the original PUD landscape plan submitted and 2) the City is not responsible for flooding on the Jim Lupient Oldsmobile site because of the drainage system chosen to serve the site by Lupient. (Commissioner Lewis left the meeting at 9:20pm.) IV. Review of Capital Improvement Program (CIP) Don Taylor, Finance Director and Fred Salsbury, Director of Public Works were available to answer questions from the Planning Commission regarding the CIP. Commissioner Pentel asked if the City Council had already approved the spending of $895,000 for the Schaper Property. Mr. Taylor said no that this money is budgeted through Park Improvements found on Page 84 of the CIP. Mr. Taylor said the Council is in the process of dealing with this issue. He requested that this issue be left in the CIP because staff must anticipate what is going to happen with the property. Commissioner Pentel believes that the Schaper Property is more of a Comprehensive Land Use issue. MOVED by Pentel, seconded by McAleese to remove this issue from the CIP. . . . 'Minutes of the Golden Valley Planning Commission February 12, 1996 Page Eight Commissioner Kapsner commented onthe shortfall of money for the schools and asked Mr. Taylor what he sees for the future of city regarding state funding in the next two to four years. Mr. Taylor commented that homestead and HACA helps reduce the tax levy burden on tax payers. He believes the revenue picture is looking better but the City can expect to see reductions in the amount of state aid received. Commissioner Kapsner said he was concerned with the motion that Commissioner Pentel made to remove the Schaper Property item from the CIP. Mr. Taylor said he would like to remain in the CIP so the property can be planned for. Mr. Taylor also said that the Planning Commission can make the City Council aware of their concerns through this review process. Commissioner McAleese asked staff what purpose the Planning Commission played if the Commission isn't making any changes. Mark Grimes, Director of Planning and Development, commented that the CIP is a planning document and therefore needs to be reviewed by the Commission. Commissioner McAleese said that if he believes that the document is not consistent with the Comprehensive Plan, then the document should not be approved. MOVED by Groger, seconded by Johnson and motion carried by a vote of 4-2 to recommend to the City Council approval of the Capital Improvement Plan. Commissioner Pentel asked about expenditures on sidewalk improvements. Fred Salsbury commented that there are problems with constructing sidewalks because there are many areas in the City where residents do not want sidewalks. V. Reports on Meetings of the Housing and Redevelopment Authority. City Council. and Board of Zoning Appeals No reports were given due. VI. Other Business - Visit with Mayor Mary Anderson and Council Member Jan LeSuer Mayor Anderson and Member LeSuer talked with the Planning Commission about Commission meetings being cable cast which will begin sometime in 1996. Mayor Anderson and Member LeSuer briefly talked about the Hidden Lakes Planned Unit Development with the Commission. VII. Adjournment Chair Prazak adjourned the meeting at 10:05pm. Jean Lewis, Secretary . . . . "' Minutes of the Golden Valley Planning Commission February 26, 1996 A regular meeting of the Planning Commission was held at the Golden Valley City Hall, .Council Chambers, 7800 Golden Valley Road, Golden Valley, Minnesota. The meeting was called to order by Chair Prazak at 7:05pm. Those present were Commissioners Groger, Johnson, McAleese, and Prazak; those absent Kapsner, Lewis and Pentel. Also present were Mark Grimes, Director of Planning and Development; Elizabeth Knoblauch, City Planner and Mary Dold, Planning Secretary. I. Approval of Minutes - February 12. 1996 Not available. II Reports on Meetings of the Housing and Redevelopment Authority, City Council, and Board of Zoning Appeals Chair Prazak gave a report on the City Council meeting of 2/6/96. III. Other Business A. Discussion of rezoning the property located at 5400 Glenwood Avenue Mark Grimes, Director of Planning and Development told the commission that the discussion to follow would be to inform the proposed applicant whether the property located at 5400 Glenwood Avenue should be rezoned or should staff consider a text amendment of the Zoning Code to permit office uses in the Institutional (1-3) Zoning District. Director Grimes gave a brief summary of the history of the property. He talked about the parking for clinics vs. offices whereby clinics having a much higher parking ratio than office use. The problem with a text amendment to the Zoning Code is that office buildings may not fit into some districts and may be too close to residential areas. City Planner Beth Knoblauch briefly talked about the City's concern of not wanting medical office buildings in the B&PO District because of the higher need for parking. City Planner Knobluach also commented that the building at 5400 Glenwood Avenue has residential to the south of it and the entire lot is non-conforming. Director Grimes stated that the City does not encourage rezoning of lots that are non-conforming and that this has never been done in the City. Kay Harris, Kay Harris Real Estate Consultants, requested staff to review the issue of whether this site could be rezoned. She gave a brief history of the building use commenting that the immediate use for this building in today's market would be for office use, and by rezoning the site there should be less traffic generated than a medical office building. Commissioner McAleese asked staff if this discussion would decide whether to hold a hearing for a text amendment or a rezoning. City Planner Knoblauch commented that either the owner of the building or Kay Harris would be coming in request a text change to the zoning code or a rezoning of the property at 5400 Glenwood Avenue. Chair Prazak said he was concerned with changing the language of the zoning code. . . . ,..-~ ~" . . ' Minutes of the Golden Valley Planning Commission February 26, 1996 Page Two Commissioner Groger commented that the 1-3 District has a wide range of uses and is concerned with this. He continued by saying that he would not want to have an office building located next to' a nursing home. Commissioner Groger said that he is leaning toward a rezoning of the property vs. changing the uses of the 1-3 District. Commissioner McAleese said that the City can't make changes every time an owner has a difficult time selling a building due to market instability. Director Grimes commented that the people who should buy this building would be the school district. Kay Harris said that the district is looking for funding -- they have no money to buy the building. Chair Prazak thanked Kay Harris for her time. No action was taken. B. Review of Attendance Chair Prazak reviewed the attendance of the Commissioners. IV. Adjournment Chair Prazak adjourned the meeting at 7:40pm. Jean Lewis, Secretary . . e MEMORANDUM Date: April 2, 1996 To: Golden Valley Planning Commission From: Mary Dold, Planning Secretary Subject: Election of Officers According to the Planning Commission By-Laws, Section 1, the annual meeting of the Planning Commission should take place at its first meeting in March. Due to the lack of agendas in March and the Council not making appointments until their first meeting in April, election of officers was delayed. Section 11 states that Commission shall elect a Chair, Vice-Chair, Secretary and such other officers as it may deem necessary at its annual meeting. mkd i,. e MEMORANDUM Date: April 2, 1996 To: Golden Valley Planning Commission From: Elizabeth A. Knoblauch, City Planner Subject: Housing Plan/Livable Communities Action Plan Please find attached a draft version of the long-awaited (not to mention just plain long) staff report on housing in Golden Valley. Staff expect this report to provide the source material for the housing plan update. The map exhibits are in somewhat more of a draft state than the rest of the report at this point; Mark Grimes is still looking into options for producing more polished versions, since the City's Engineering staff are pretty well tied up in public works projects. Several portions of the statistical analysis section do not exist except as headings; staff determined that the types of analysis involved were not particularly useful for a community like Golden Valley and/or could not be cost-effectively undertaken. e Comments regarding the adequacy of the report are expected to be available from the Metro Council by the time of next week's workshop session. They were originally promised for a month ago, but Metro Council staff are running a little behind schedule on many things. Final updated guidelines for required content of housing plan background studies were supposed to. be available from the Metro Council a year ago but still have not been seen by staff. The good news is that, despite the number of omitted statistical analyses in staff's report, preliminary Metro Council comments indicate that "very few substantive changes will be required." The City must approve a Livable Communities Action Plan by June of this year, and forward it to the Metro Council. Staff and Metro Council agree that it would be desirable to complete the entire housing plan update at the same time, but staff realize that such an endeavor may be too ambitious for the time frame involved. Mark Grimes will be attending a Metro Council meeting on Action Plan content later this month, and will then be able to report back on how much of the general housing plan update absolutely must be finished by June. At next week's workshop session, Mark will provide background on Golden Valley's Livable Communities activities to date. . With less than a week to prepare for the workshop session, staff do not necessarily expect all commissioners to fully absorb the entire housing report by then. Luckily, a large chunk of the report consists of appendices that support and expand on the main sections but are not vital to an understanding of the conclusions and recommenda- tions in the report. Please try to get through the main sections and be prepared to discuss any information that appears inadequate, incorrect, or confusing, as well as e e . any conclusions or recommendations that staff may have missed. Proofreading or style corrections will be accepted as well. Sharp eyes will probably catch quite a few. Finally, please be prepared to begin discussions of how the Planning Commission would like to proceed with the housing plan update now that the staff end of the projectis substantially complete. For example, should ongoing planning sessions be scheduled on nights separate from public hearings, and if so, how often and when? Would the Planning Commission like to schedule a joint meeting with the City Council, and/or possibly the Human Rights Commission, to discuss the plan update, and if so, at what point in the process? EAK:mkd Attachment: Draft Version of Housing Plan/Livable Communities Action Plan -2- J ? . . . ..~ . TECHNICAL BACKGROUND FOR THE GOLDEN VALLEY HOUSING PLAN . c . Contents Introduction iv I. REVIEW OF GOLDEN VALLEY'S EXISTING HOUSING PLAN AND OVERVIEW OF LEGISLATIVE REQUIREMENTS 1 : Legal requirements 1 Definitions 2 Goals, Objectives, and Policies 2 Programs and Standards 3 II. ADDITIONAL COMMENTS ON SPECIFIC HOUSING GOAL AREAS 4 Affordability 6 Nondiscrimination 9 Variety 11 III. STATISTICAL ANALYSIS OF GOLDEN VALLEY'S HOUSING STOCK 14 . Types of Housing and Occupancy 14 IV. ANALYSIS OF AFFORDABLE HOUSING EFFORTS IN GOLDEN VALLEY . .' ~ 'It";- . 16 City Code Provisions 17 Projects and Programs 20 V. LAND AVAILABLE FOR HOUSING IN GOLDEN VALLEY 30 Infill Sites 31 Miscellaneous Plan Amendment Options 38 Potential Loss of Existing Multi-Unit Housing 38 VI. SUMMARY STATEMENTS 42 AdditionalComments on Specific Housing Goal Areas 42 Analysis of Affordable Housing Efforts 44 Land Available for Housing 48 . i APPENDIX A: SUMMARY LISTING OF GOAL, OBJECTIVE, ACTION AND POLICY STATEMENTS IN EXISTING (1982) HOUSING PLAN A-1 As Currently Stated A-1 With Suggested Changes A-4 APPENDIX B: ANALYSIS OF AFFORDABLE-SIZED LOTS IN GOLDEN VALLEY B-1 APPENDIX C: BACKGROUND ON GOLDEN VALLEY'S AFFORDABLE HOUSING PROJECTS AND PROGRAMS C-1 Dover Hill PUD Project Single Family Home Rehabilitation Program Scattered Site Housing Project Calvary Square Senior High Rise PUD Project Medley Park Townhouse PUD Project Ewald Site - Early Efforts Mallard Creek Apartment PUD Project Duluth and Douglas Senior Housing Project Laurel Ponds Apartment Project Minimal Frontage Subdivision Program Ewald Site-Schatzlein Project First-Time Home Buyers Program Ewald Site - Habitat for Humanity Project C-8 C-11 C-13 C-17 C-21 C-24 C-27 C-29 C-31 C-33 C-35 C-38 C-40 , . . . . , < , '" . Exhibits Exhibit 1: Housing Goals Agreement, Metropolitan Livable Communities Act 5 Exhibit 2: Federally Subsidized Housing in Fully-Developed , Metro Area Communities, 1994 8 Exhibit 3: Multi-Unit Developments in Golden Valley 12 Exhibit 4: Type and Occupancy of Golden Valley's Housing Stock 15 Exhibit 5: Selected Single Family Infill Areas 33 Exhibit 6: Designated Multi-Unit Development Areas 35 Exhibit 7: Existing Multi-Unit Developments Not Shown on Comprehensive Plan Map 40 Exhibit 8-1 : Areas of Affordable Sized Lots in Golden Valley 8-2 . Exhibit 8-2: Subdivisions Containing Lots of 8,500 S.F. or Less 8-4 Exhibit C-1 : Locations of Golden Valley's Affordable Housing Projects and Programs C-2 . iii } , r }O . INTRODUCTION This technical report serves as the basis for updating Golden Valley's 1982 housing plan. The plan itself will remain a separate document, shorter and more to the point than earlier versions. It will contain the legally required elem~nts for local housing plans, along with a very brief synopsis of key information. Those readers looking for additional background information and analysis will be directed to this report. This report, in contrast, contains a broader review of existing conditions, legal requirements, past housing efforts, and opportunities for future efforts. It is broken down into a number of sections concentrating on various types of issues. At the end of the report is a summary of the major findings for each section and accompanying lists of suggested policy and objective responses. A certain number of identical or substantially similar suggestions appear from section to section, because different avenues of study tended to lead back in the same direction. It is not intended that the City should necessarily adopt all of the suggested items, or that any suggestion must be adopted exactly as presented, but they are all options worth considering now or at the time of some future update. No new goal areas are discussed; it is assumed that any . updated housing plan will still be organized around the four established goal areas of variety, afford ab i1ity, nondiscrimination, and quality in housing. The two-document system is expected to provide several benefits over a combined-document format. First and foremost, it will allow for a more readable plan. With only the most important information being covered, readers will find it easier to locate what they need. There will be room to add photographs or other graphics to make the plan more reader-friendly without expanding it to a daunting bulk. Since many readers are not all that interested in long-winded background discussions, most will be satisfied with just the plan, which will minimize copying costs and wasted paper. Many cities are using this pared down approach for their plans. On an administrative level there are benefits as well. The increasing age of the statistical data in the 1982 plan causes some readers to needlessly question whether the plan itself is still valid; removing or minimizing such background information will return the focus to the plan's goals, objectives, and policies, where it belongs. Updating the statistical background itself will be a more streamlined process when it doesn't get bogged down in the mandated statutory process for plan updates; if all the City wants to do is substitute a more current value in a table, and the new number doesn't generate any concern over existing housing goals, there is no reason for it not to be an administrative action. . ;" , " . . . ) ~ This technical report will still be a public document. It is important to be able to explain the basis for the City's housing goals, objectives, and policies on demand. Also, the Metropolitan Council, having been given limited powers of oversight in local planning matters, requires evidence that cities have studied certain characteristics or issues while developing their plans; this report will provide such evidence. Official endorsement of this document and any future updates, in the form of a City Council resolution, is therefore recommended. Such action could easily be combined with the recently-mandated periodic review of all comprehensive plan sections, which is required to result either in plan amendments as necessary or in some form of certification that no amendment is necessary. v I. REVIEW OF GOLDEN VALLEY'S EXISTING HOUSING PLAN AND OVERVIEW OF LEGISLATIVE REQUIREMENTS Under state law, a housing plan is a required comprehensive plan element for all communities in the Twin Cities Metro Area. Golden Valley has maintained a housing plan since 1973. The existing plan was adopted in 1982 and has remail1ed unchanged for over a dozen years. What most people notice first about the plan today is that its background data are no longer current; however, such data are not a required p.art of the plan under state law. A matter of much greater concern should be the clarity and applicability of those plan statements that are legally required. As long as they remain current and understandable, the plan itself can be considered valid. The former point must be settled by the Planning Commission and the City Council after due deliberation. With regard to the latter point, experience has demonstrated over the past dozen years that the plan suffers somewhat from poor organization, incorrect classification of statements, and unclear language. Legal Requirements Golden Valley is subject to planning requirements established for all Minnesota cities and to additional requirements applicable only within the Twin Cities Metro Area. Generally speaking, state law identifies a comprehensive plan and its elements as consisting of "statements of policies, goals, and standards" (MS 462.352, Subd. 5). It further specifies that Metro Area communities must have housing plans "containing standards, plans, and programs for providing adequate housing opportunities to meet existing and projected local and regional housing needs, including but not limited to the use of official controls and land use planning to pfomote the availability of land for the development of low and moderate income housing" (MS 473.859, Subd. 2). State law does not offer any legal definitions of the terms "goal", "policy", "program", or "standard". "Objective", another term beloved by planners everywhere - and used in Golden Valley's housing plan - does not appear in state law at all. On the other hand, statutes do refer to plan implementation; a plan's objectives generally provide the basic blueprint for its implementation, so their inclusion in this discussion is appropriate. ) ( ,. ... . . . . Definitions Before proceeding with a review of Golden Valley's existing housing plan, it will be useful to establish definitions of the five key terms identified above. The City's overall comprehensive plan does include an appendix with definitions of terms used in various plan sections, but it offers no guidance on these particular terms. The following definitions have been compiled from standard dictionaries and planning references specifically for use in this report. It is recommended that they also be used to guide the formatting of any new material added to the plan through this updating process. Goal - An idealized end state that serves as a focus for planning efforts; goals reflect situations toward which to strive without necessarily expecting full attainment. Objective - An intermediate milestone on the way toward a goal; objectives a[e specific, measurable, and achievable, and are generally intended to be met within a short (three to five year) time frame. . Policy - An ongoing guide or set of criteria for undertaking legislative or administrative actions in conformance with plan goals; policies are specific, like objectives, but are intended to be used whenever applicable throughout the life of the plan. Program - Usually an established source of assistance - whether financial, legal, physical, or informational - offered through a public or private agency; a program could also be any coordinated set of actions designed to yield a specified product. Standard - A specified index of measurement or threshold of acceptability. Goals, Objectives, and Policies Golden Valley presently has just one specified housing goal (Appendix A). It offers a composite ideal based on variety, afford ability, nondiscrimination, and quality in housing. There are then four listed objectives, which appear to be nothing more than expanded re-statements of the four criteria embodied in the goal statement. They fail to meet the definition of "objective", which would require that they reflect measurable and contained actions. The plan's Clarity would be much improved by eliminating the existing, composite goal statement and renaming the four objective statements as the City's housing goals. Additional clarification would be gained by refining the statements regarding . variety and affordability, to better distinguish between the two. 2 .... r , , , . Affordability is the only one of the four goal areas that is mandated within state planning legislation. Nondiscrimination fits in neatly with other state and federal regulations for fair housing practices. Variety is an important component of the state's recently-passed Livable Communities legislation. Quality is generally the area of greatest concern at the local level. Thus, it makes sense to keep each of the four goal areas in the plan. Separating them into individual statements will help to ensure that adequate emphasis is given to each element. If the existing objectives are reclassified as goals, where does that leave the City with regard to objectives? The plan identifies eight "action" statements, some of which meet the definition of "objective".. Others would be more appropriately reclassified as policies. The usefulness of some of these eight statements is open to debate. For most, there is no record of any serious attempt at execution. Those action statements that are determined to be still current should be retained and renamed as either objectives or policies, with any rewording that may be necessary to improve clarity or specificity. There are fifteen policy statements in the existing housing plan. Several of them fail to meet the requirements of the term "policy", in that they are not . specific enough to offer any guidance in the decision-making process. Some statements do nothing more than repeat a goal statement in somewhat different words. Other statements are adequate for use as policies, but may actually go too far in their specificity. All existing policy statements should be reviewed for clarity and specificity, and subsequently reworded or deleted as appropriate. Programs and Standards Neither programs nor standards are grouped into a separate statement category in the existing housing plan. This does not necessarily mean that they are not represented as required by law. There are several statements, in the form of both policies and objectives, that convey Golden Valley's intent to rely primarily on housing programs already available through other agencies. To the extent that such statements are clear and realistic, and refer to programs that still exist, they would fulfill the requirement that housing plans must identify programs to help meet planning goals. All applicable goal and policy statements should be reviewed with this thought in mind. The plan is weak in its inclusion of standards. There is a policy adopting HUD standards for housing quality, but those standards are not enumerated in or appended to the plan, nor can a copy be found anywhere in City Hall. There . 3 , , . . . , < are no standards established for variety, afford ability, or nondiscrimination. Where such standards are found necessary or desirable in order to help measure specific policy or objective criteria, or general goal progress, they should be spelled out. Summary There "7s no tabular listing of findings, potential policy implications, and suggested action plan components for this section, since it deals only with already-existing goals, policies and objectives. A summary of suggested changes to the various plan statements is provided in Appendix A. II. ADDITIONAL COMMENTS ON SPECIFIC .., HOUSING GOAL AREAS It was noted in the preceding section that the goal areas of affordability, nondiscrimination, and variety are all impacted to some extent by state or federal legislation, and that one benefit of splitting the 1982 composite housing goal into its four component areas is easier assessment of whether appropriate attention is being given to each area. It may be useful then, to look at changes that have occurred with regard to affordability, nondiscrimination, and variety in housing since the 1982 plan was adopted. Altered circumstances may call for new policies or objectives. One piece of legislation passed in 1995 is expected to have an impact on both affordability and variety: the Metropolitan Livable Communities Act ("Livable Communities"). This act establishes a program through which Metro Area communities become eligible to apply for certain types of project funding by formally agreeing to make serious effort toward providing a fair share of affordable and Iife-cycle housing for the region. The Metro Council is charged with overseeing the program; it will report annually to the state legislature on the participation and progress of each community. The Golden Valley City Council passed a resolution stating its intent to participate in the program's first year, which began on January 1, 1996. Six housing indicators have been selected as appropriate measures of affordable and Iife-cycle housing (Exhibit 1). Using a sector and ring approach, the Metro Council has grouped all communities into clusters; Golden Valley shares a cluster with Hopkins and St. Louis Park. The Metro Council has also identified "benchmark" ranges in each cluster of communities for each of the six selected housing indicators. Finally, the Metro Council has calculated where each community ranks today with regard to each indicator. Participating 4 Exhibit 1: DRAFT HOUSING GOALS AGREEl\'IENT METROPOLITAN LIVABLE COMMUNITIES ACT PRINCIPLES The city of Golden Valley supports: . 1. A balanced housing supply, with housing available for people at all income levels. 2. The accommodation of all racial and ethnic groups in the purchase, sale, rental and location of housing within the community. 3. A variety of housing types for people in all stages of the life-cycle. 4. A community orwell-maintained housing and neighborhoods, including ownership and rental housing. r,:J 5. Housing development that respects the natural environment of the community while striving to accommodate the need for a variety of housing types and costs. 6. The availability or a full range of services and facilities for its residents, and the improvement of access to and linkage between housing and employment. GOALS To carry out the above housing principles, the City of Golden Valley agrees to use benchmark indicators for communities of similar location and stage of development as affordable and Ufe-qcle housing goals for the period 1996 to 2010, and to make its best efforts, given market conditions and resource availability, to remain within or make progress toward these benchmarks. CIrY INDEX BENCHMARK ill GOAL AfTordabmty Ownenhip Rental 60% 60-77% 62% 45% 37~1% 45% Ufe-Cyde Type (Non-single family detached) . 37-41% 18% 31% Owner/renter Mix (64-67) I (33-36)% 79121% 79/21 % Density Single-Family Detached 1.8-2.9/acre 2.21acre 2.2Iacre Multifamily 10lacre 14-1S1acre 121acre. (11/acre - City Estimate) To.achieve the above goals, the City of Golden Vaney elects.to participate in the M~tropolitan Livable Communities Act Local Housing Incentives Program, and will prepare and submit a plan to the Metropolitan Council by June 30,1996, indicating the actions it will take to carry out the above goals. CERTIFICATION Mayor Date } , r , . . . , , , , . communities were required to negotiate goals with the Metro Council, aimed at attaining or remaining within all established benchmark ranges. The next required step is to draw up an action plan for moving toward the negotiated goals; when finished, it will be considered part of the community's housing plan. Key Livable Communities terms do not match the terms and definitions established for this report. Livable Communities benchmarks, for a fully developed community such as Golden Valley, come closest to being goals as defined here: idealized end states that in most cases the City is not realistically going to meet any time soon. Then there are Livable Communities goals, which appear to fall somewhere between goals and objectives as defined for this report; they are specific and measurable, like objectives, but are intended to run for a longer period of time and may be impossible to fully achieve if market forces are not cooperative. Finally, there are references in the Livable Communities guidelines and other literature to goals in some sort of yearly sense. Metro Council advisors say those are not the same as the goals to which Golden Valley has committed itself by participating in the Livable Communities program, but no definitions are provided in the literature and the distinction in context is often quite vague. This report will attempt to specify the Livable Communities program whenever referring to "goals" affiliated with it. . Affordability Golden Valley must consider two separate aspects of affordability. The Livable Communiti~s concept of "affordable" is oriented toward modest, but still market- rate, housing opportunities. Participating in the Livable Communities program, however, does not exempt cities from earlier state legislation requiring local provision of housing for low- and moderate-income individuals and families. The bulk of that housing generally must have some sort of publiC subsidy in order to remain affordable to its target population. Livable Communities - Two of the indicators selected for use in this program are affordability of rental housing and affordability of ownership housing. The Metro Council's benchmark for rental housing in Golden Valley is that 37 to 41 percent of all rental units should be affordable to households with incomes at one-half of the regional median income. The Metro Council has determined that, in actuality, 45 percent of the City's rental housing is affordable under this definition. Golden Valley is therefore comfortably above the entire benchmark range, meaning that there is no immediate need for the City to be seeking affordable rental development projects for the purpose of participating in Livable Communities. . 6 In the area of ownership housing, 60 percent of Golden Valley's residences are considered by the Metro Council to be affordable to households with incomes at 80 percent of the regional median. The established benchmark range is 60 to 77 percent. With the City barely meeting the benchmark on ownership affordability, there will probably be a need for increased efforts to promote afforda.ble new construction. Golden Valley is experiencing slow but steady infill home-building, but it tends toward the higher end of the market; even this trickle could be enough to push the City out the bottom end of the benchmark range in a few years unless it is balanced by more affordable units. Smaller lot size or multi-unit structural types are the most common ways for local governments to control ownership affordability. Subsidized Housing - As explained above, participation in the Livable Communities program does not exempt cities from the pre-existing state mandate regarding local provision of low- and moderate-income housing. The current law has not changed since Golden Valley adopted its 1982 housing plan; however, its administration - again under the charge of the Metro Council - has undergone some changes in response to changing economic conditions. As with Livable Communities, goals for the older legislation have been based on a "fair share" concept. Originally, the Metro Council established specific allocations of affordable housing units for each community to provide over a certain period of time. In 1985, the Metro Council moved away from that quota system because of the sharply reduced availability offederal housing subsidies and the increase in housing construction costs. In place of the quotas is more of a "best effort" system, with a variety of recommended policies and actions identified by the Metro Council to help communities keep housing at an affordable level. Nevertheless, federally subsidized housing projects remain the major source of housing affordable to low- and moderate-income households in most Metro Area suburbs. According to the Metro Council, 3.9 percent of Golden Valley's 1994 housing stock was federally subsidized (Exhibit 2). This translates to 332 housing units, of which 213 are reserved for senior citizens. Region-wide, the average is 5.8 percent of all units. If Golden Valley compares itself to its fully developed suburban neighbors, it holds a three-way tie with Robbinsdale and St. Louis Park. Neighboring New Hope comes closer to the regional average, but Crystal has not done as well. J . r , . . . , , . Exhibit 2: Federally Subsidized Housing in Fully-Developed Metro Area Communities, 1994 Rank Community Percent B.ank Community Percent 1 St. Paul 10.0 14 Roseville 3.2 2 Minneapolis 8.7 15 New Brighton 3.1 3 South St. Paul 7.6 16 Fridley 3.0 4 West St. Paul 6.8 17 Bloomington 2.8 5 Hopkins 5.5 18 Edina 2.6 6 Brooklyn Center 5.1 19 Mendota 2.6 . 7 Columbia Heights 4.7 20 Crystal 1.3 8 New Hope 4.7 21 St. Anthony (Henn Co) 1.0 9 Spring Lake Park 4.7 22 Falcon Heights 0.6 10 Golden Valley 3.9 23 Hilltop 0.5 11 Robbinsdale 3.9 24 Fort Snelling 0.0 . 12 St. Louis Park 3.9 25 Lauderdale 13 Richfield 3.3 26 Lilydale 27 St. Anthony (Ramsey Co) Source: "Opening Doors to Affordable/Life Cycle Housing" Metropolitan Council, March 1995 The biggest concern for Golden Valley at this time is that its subsidized units were all constructed by private developers under agreements that only required them to remain in a subsidy program for a specified number of years. Those developments are now at or approaching the end of the required subsidy period. If they are converted to market rate units, Golden Valley will be left with a serious deficiency in housing that is affordable to the poorest segment of the population. As documented elsewhere (Appendix C), the City's subsidized developments were not easy to site even at a time when Golden Valley still had vacant land available and federal dollars were abundant. As a fully-developed community looking at limited federal assistance, the City could find those subsidized units impossible to replace. . 8 One alternative might be to return to the scattered-site concept, where smaller developments ~ usually with townhouse or duplex style construction rather than apartments - are located on widely dispersed parcels of land as they become available. It may also be possible to convert some existing apartments or currently nonresidential buildings to a subsidy program. Some experts have recommended that the entire federal subsidy system be reoriented to more of a vouch~r basis in place of the current project-based programs, but managers of many market-rate developments find participation in a voucher program undesirable; if the use of vouchers is likely to increase, the City might want to open discussions with local property managers and attempt to learn what it would take to raise their comfort level. The best possible alternative, of course, would be for existing subsidized units to remain in a subsidy program; there again, it might be helpful for the City to sit down with the affected property owners and talk about their plans and any options that may be available for keeping the units affordable. Nondiscrimination Golden Valley was one of the first Metro Area communities to establish a Human Rights Commission (HRC). Now more than thirty years old, this body is charged with monitoring and implementing the City's policy of encouraging "the establishment and development, both publicly and privately, of equal opportunity and fair treatment and practices in employment, housing, public transportation, public accommodations and education for all individuals without regard to race, color, creed, sex, religion, affiliations, national origin, or ancestrY' (City Code Sec 2.53). During the 1970's and early 1980's, when Golden Valley was building its subsidized housing stock, the HRC was very active in housing matters. In more recent years, the HRC's involvement in that area has decreased along with the overall decline in housing activity. Today, given increasing concerns about such issues as group homes and the possible loss of subsidized housing units, the City may want to again expand the HRC's housing role. . Group Homes - Increasing state and federal protection of a variety of group living situations is of growing concern as a discrimination problem. Broadly speaking, a group home, referred to in state law as a "residential facility", is a standard dwelling owned by a public or private business venture and used to provide common shelter for varying numbers of unrelated adults or minors affected by some physical or mental disability or other characteristic that would otherwise make it unlikely or impossible for them to enjoy the benefits of normal household living. Residents may stay at a group home for anywhere from a few days to many years, depending on the purpose of the facility. They may be locked in during their stay, or may have varying degrees of mobility. Full-time staff support is provided for the residents, in the form of live-in or regular or rotating shift employees. Q I , . . . . Golden Valley City Code defines the term "family" to include five or fewer unrelated individuals if they live together as a common household. The legal interpretation of this definition is that it also covers group homes as long as no more than five people live in the residence, including staff as well as clients. There are some Golden Valley residents who feel that such arrangements are inappropriate, and they would like to see City Code made more restrictive. For seVeral years, state law has required cities to accept certain types of residential facilities as normal, single-family neighborhood uses. The size limit under state law is six or fewer residents, counting clients only. Earlier versions of the law specified only facilities having program licenses issued through the Department of Human Services. Since 1990, that language has been generalized to the point where it is impossible for cities to determine exactly what types of facilities the law covers today. . There have been changes on the federal fair housing front as well. Federal law prohibits discrimination against persons in a variety of categories with regard to housing occupancy. Discrimination under the law has been determined to extend to cities if they refuse to make "reasonable accommodation in rules, policies, practices or services." Determining the precise meaning of terms such as "person" and "reasonable aCCQmmodation", and establishing the extent of any legitimate exclusions to the legislation, has taken several years and a number of court challenges. Some points remain unresolved today. In a 1995 decision, the U. S. Supreme Court determined that cities cannot use zoning restrictions (such as Golden Valley's limitation on the number of unrelated individuals who may constitute a family) to keep group homes out of neighborhoods unless reasonable alternative accommodation has been made. While state and federal regulations are aiming toward greater mainstreaming of group homes in residential neighborhoods, Golden Valley's housing plan makes no mention of this issue. There is ample evidence from the City's own experience that the opening of a new group home is a disturbing event for the surrounding neighborhood. The knowledge that the facility in question is state or federally mandated, or in some instances is fully permitted in accordance with City Code, does nothing to allay the natural fear of the unknown or unfamiliar. If such facilities are going to continue to proliferate, it may be time for Golden Valley to consider options for providing some sort of bridge between long-time residents and their new neighbors. First steps could include getting a better grip on the number and types of facilities already in Golden Valley, their initial impact on the neighbors as opposed to their long-term effect, and the full extent of state and federal regulations as they stand today. An ongoing education process might also be useful as a means of reducing the fear factor. . 10 Subsidized Housing - As noted earlier, Golden Valley is required under state law to contribute its fair share of low-income housing for the Metro Area. This is another issue that tends to generate a high level of concern when long-time residents learn that their neighborhood is being considered as a potential site for a new development. As with group homes, hearing about fair share requir~ments does nothing to allay fears of possible negative impacts from such a development. If the City is going to look at expanding its supply of subsidized housing units, or at replacing units that have been converted to market-rate rentals, it would be beneficial to first investigate methods of bringing the public into the project siting and development process at an early stage; that way, they can become accustomed to the idea on their own terms and can make suggestions about improvements to increase their comfort level. Ongoing education might also be helpful here. . Variety Promoting a diverse housing stock. is at the core of the Livable Communities program. In addition to the previously-discussed affordability indicators, there are four others that measure progress toward this end: the proportion of non- . detached housing. the proportion of rental housing. the density of single-family housing. and the density of multi-unit housing. Of those four, the Metro Council has determined that Golden Valley meets its benchmark range only in single- family density. Based on the benchmarks, the City needs to add more multi-unit housing and more rental housing, as well as increasing the overall density of its multi-unit developments. Because Golden Valley is basically a fully developed com- munity. the City will need to identify areas suitable for redevelopment in order to meet Livable Communities goals for its deficient indicators. By focusing on high-density projects. Golden Valley could maximize its ability to improve its rating in all three deficient areas with minimal land assembly needs. On the other hand, higher density also translates to greater environmental concerns, greater strain on existing infrastructure, and greater neighborhood resistance. Using aerial photos and generalized land use maps. the Metro Council has calculated Golden Valley's present multi-unit density at 10 units per acre, while the benchmark range is set at 14 to 15 units per acre. The Metro Council's estimate of density does not quite match an in-house analysis based on a complete list of appropriate developments and their exact acreage (Exhibit 3). By either calculation, though, the City's Livable Communities participation will . entail new developments that provide more units per acre than most of the existing multi-unit developments include. This almost certainly means apartment-style construction. 11 Exhibit 3: continued . Name/Location Units Acres U1A Description South Wirth 60 5.8 10.3 Apartments; built as condos but 501 Wirth Parkway N. mostly forced to rental due to market Vallee D'or PUD 46 13.9 3.3 Townhouses; ownership basis 7501-7655 Harold Av. Valley Creek 36 1.8 20.0 Apartments; rental 1370 Douglas Dr. Valley View 72 5.7 12.6 Apartments; rental 6533-6543 Golden Valley Rd. Valley Village 111 16.1 6.9 Apartments; rental 600 N. Lilac Dr. Village Terrace 79 7.4 10.7 Apartments; rental 241-273 Yosemite Circle Westbrook Manor 21 2.6 8.1 Apartments; rental; currently being 6200 Golden Valley Rd. used as a Residential Facility (No Name) 6 1.5 4.0 Townhouses; subsidized rental 2100-2122 Douglas Drive Overall 1908 164.4 11.6 King's Valley pun 154 27.3 5.6 Large-scale duplex development; Mendelssohn Av. N. ownership basis . Revised Overall 2062 191.7 10.8 Note: The Metro Council's research notes indicate that no duplex units were included in the calculation of multi-unit density; King's Valley has been added by the City because it is a fairly substantial duplex development, and It helps to bring the City's density calculations closer to what the Metro Council estimated. Two small-scale duplex PUD's have been left out The Metro Council's calculation of Golden Valley's current proportion of rental units at 21 percent, and proportion of non-detached units at 28 percent, are assumed to be correct since those indicators are not measured as subjectively as density. The respective benchmark ranges are 33 to 36 percent and 37 to 41 percent. Any type of multi-unit development will help to improve the City's rating with regard to non-detached housing, but the most efficient way to increase the proportion of rental units is to build apartments. Townhomes and duplexes are gaining popularity as suburban rental properties, but they generally require more land assembly and raise more management concerns than rental apartments. Summary . The tabular summary of findings, potential policy implications, and suggested action plan components applicable to this section begins on page 42. 1~ III. STATISTICAL ANALYSIS OF GOLDEN VALLEY'S HOUSING . STOCK Neither the State Planning Act (MS 462.351 - 462.364) nor the Metropolitan Land Use Planning Act (MS 473.851 - 473.871) specifies statistical analyses as required components of a city's housing plan. However, state law does require each M.etro Area community to submit all portions of its comprehensive plan to the Metro Council for review and comment. The Metro Council recommends that local housing plans contain a variety of statistical information. Golden Valley is committed to cooperating with the Metro Council in its efforts to strengthen and coordinate local government planning in the Metro Area. On the other hand, the City finds after due consideration that much of the recommended analysis would be of minimal usefulness in view of Golden Valley's particular circumstances at this time. . As a mature community, Golden Valley has only limited opportunity to significantly alter its housing profile in a cost-effective way, rendering some of the more detailed types of analysis superfluous. As a smaller community, Golden Valley's housing characteristics are impacted as much by the employment/shopping/services characteristics of nearby communities as by its own, and vice versa, making it unrealistic to consider the City as an independent unit when analyzing the linkages between those characteristics and housing. The detailed housing data base required in order to properly conduct some of the recommended analyses is out of Golden Valley's reach until the City's computer capabilities can be brought up to speed. In terms of recommended comparisons between Golden Valley and other communities, its regional sector, and the region as a whole, much of that analysis is already available through a variety of other sources. Some of Golden Valley's basic housing statistics are included in this section. Others, such as subsidized housing totals, housing densities, and land available for additional housing, have been incorporated into one or more other sections of this report, though not always in a statistical format. Types of Housing and Occupancy . By far the largest proportion of Golden Valley's housing stock is in the form of traditional, detached homes. All other housing types combined account for only 27.6 percent of the total stock (Exhibit 4). The City has no manufactured home parks; though there are instances of manufactured or modular construction homes on scattered lots around the community. Townhouse developments are 14 also relatively rare, representing only 6.1 percent of the total stock even when . counted together with duplex units (most of which are in the form of double bungalows). One type of housing for which Golden Valley has no reliable count is the accessory apartment. Such mini-units are not strictly legal under the zoning code, so property owners are not likely to broadcast their existence, though they are known to have a presence in the community. Exhibit 4: Type and ~ccupancy of Golden Valley's Housing Stock Occupied Total Units (%) Owned Rented Vacant Single Family Detached 6,177 (72.4) 5,929 163 85 Townhouse or side-by- side Duplex 524 ( 6.1) 346 161 17 Multi-Unit, 2-4 per bldg. 116 ( 1.4) 39 70 7 Multi-Unit, 5 or more per bldg. 1,673 (19.6) 343 1,181 149 . Misc. Other ~ ( 0.5) 22 19 -1 8,532 6,679 1,594 259 Percent of Total 78.3 18.7 3.0 Source: 1990 U.S. Census of Housing The proportion of rental stock in Golden Valley is also quite low. Ownership accounts for over three-quarters of all occupied housing. It also represents one-third or more of each type of housing except for large apartment buildings. Two of Golden Valley's senior citizen high-rises are the source of most owned apartments, with the laurel Hills Condominium making up the rest. less than 5 percent of the City's traditional single-family homes are rented out. Golden Valley's housing vacancy rate is so low as to be considered unhealthy. Various sources indicate that a rate between 5 and 10 percent is necessary in order to ensure adequate choice in housing selection. Only the City's apartment developments have a rate within the recommended range. None of . the identified housing types has a vacancy rate that would be considered 11; . . . , , unhealthily high. This shows that the housing stock in Golden Valley remains very desirable despite its increasing age. It might be valuable to know, however, whether the vacancy rate varies significantly by neighborhood within the City. Housing Cost Staff have not been able to identify a comprehensive or meaningful approach to this analysis that is also within the reach of in-house resources. Household Composition and Needs Staff have not been able to identify a comprehensive or meaningful approach to this analysis that is also within the reach of in-house resources. Housing Age and Condition Staff have not been able to identify a comprehensive or meaningful approach to this analysis that is also within the reach of in-house resources. Comparisons With Others Staff have not been able to identify a comprehensive or meaningful approach to this analysis that is also within the reach of in-house resources. Summary The tabular summary of findings, potential policy implications, and suggested action plan components applicable to this section begins on page 45. IV. ANALYSIS OF AFFORDABLE HOUSING EFFORTS IN GOLDEN VALLEY Golden Valley has been involved in efforts to provide and maintain affordable housing since the early 1970's. These have included a variety of changes to City Code as well as assisting in the siting and financing of specific projects and programs. Some of the City's activities have been more successful than others. All have been impacted to varying extent by factors such as: 16 · the degree to which the City was already developed before the issue of affordability came up; · the apparent desirability of otherwise modest housing because of Golden Valley's desirable location; · the scarcity of available land; · the high cost of removing older development or remediating difficult-to- develop site conditions; · the high cost of any new construction; and · the varying availability of outside financing necessary to counteract the other factors. . When asking what Golden Valley can do today, it is important to first examine the scope of effort that has occurred to date. In the following pages, the City Code discussion will take a somewhat different direction than the projects and programs discussion. For code provisions, fairly specific regional recommendations have been established to help cities maintain codes that promote the state's affordable housing agenda. It is a relatively straightforward process, then, to evaluate what Golden Valley has already accomplished and to see what steps remain to be taken. . How to go about implementing projects and programs has never been clearly defined. Even in the days when Metro Area communities were given specific fair share affordable housing quotas to meet, they were basically on their own in terms of how those quotas were reached. The projects and programs discussion will therefore concentrate on identifying what has seemed to work best for Golden Valley in the past, and how it might be used to facilitate the consideration of new proposals in the Mure. City Code Provisions Although Golden Valley adopted its first zoning code back in 1938, there was no exclusively residential category for almost two decades after that. Initially, the code segregated only those uses considered to be the most disruptive (Le. retail and industrial operations), with all remaining uses grouped together in a common category encompassing most of the community. Over the years, other types of use were also segregated out, and in 1955 the residential zoning district was established. It allowed both single family and two-family homes, with varying degrees of restriction on the latter, until a separate district was established for two-family dwellings in 1982. In addition, all forms of residence, including apartments, were allowed in the original common use district until . 1958, when apartments were segregated out into their own district. 17 . The history of subdivision in Golden Valley is less clear. The first comprehensive subdivision code does not appear to have been established until some time in the 1940's. As early as 1924, however, there was a minimum required lot size for residential uses (sixty feet wide) and a minimum street right-of-way width (also sixty feet). Earlier plats created lots and/or streets as narrow as forty feet in width. Residential lot size went up to 100 feet in width in the 1950's and remained there until 1981, when it was reduced to eighty .~eet (or 100 feet for two-family). As part of the 1976 Metropolitan Land Planning Act, the state legislature directed the Metro Council to establish a committee for the purpose of investigating and making "recommendations for ensuring an adequate supply of modest cost private housing." Recommendations were to cover lot size/development density, floor area, and garage/parking requirements for both single family and multifamily zoning districts. The first, and still among the most specific, recommendations were released to local governments in 1977 in two joint publications by the Metro Council and the Association of Metropolitan Municipalities. . Other reports have followed over the years, with expanded recommendations to encourage consideration of the affordability impact of any code provisions relating to aesthetic and environmental concerns or to the development approval process itself. Some of the most recent recommendations can be found in the Metro Council's 1995 publication, "Opening the Doors to Affordable/Life Cycle Housing: Baseline Data." They are less specific and more broad ranging than the earliest recommendations, but not greatly different from what has already been said over the years. In general, it appears that Golden Valley's development codes today meet or exceed most Metro Council recommendations for promoting affordable housing. Some types of code provisions for which the Metro Council recommends modifications, such as tree preservation and other construction regulations, are not even used in Golden Valley except as required by state or federal laws. Golden Valley also does not have as many costly and time consuming development review boards as other suburban communities. Some of the Metro Council's affordability options, such as cluster housing, are available under the general umbrella of planned unit development zoning and thus are not specifically addressed elsewhere in City code. The City's basic code-related affordability efforts are detailed in the following paragraphs. . Residential Density. Single Family and Two-Family - The variation in applicable city regulations over the years has resulted in equal variation of existing residential densities. Golden Valley's main residential construction boom ~xtended from the mid-1940's to the mid-1970's, when residential lot size requirements were at their maximum. For most of that time, owners of two or 18 , , more adjacent, older lots that did not individually meet code requirements were alternatively required to consider those lots nmerged in titlen to whatever extent necessary to bring them up to acceptable size. Still, many older lots were not owned in series, and owners of many of the merged lots made sure that their homes were built far enough to one side to allow a second house in the future if regulat.ions should ever relax. Part of the reason for downsizing residential lots in 1981 was a response to Metro Council guidelines for promoting affordable single family housing. The Metro Council advocates minimum lot sizes of 6,000 to 8,000 square feet in area. Golden Valley's 1981 changes did not fully meet that range, reducing single family lots from a previous minimum of 12,500 square feet to the current 10,000 square feet, and reducing two-family lots from 18,750 to 12,500 square feet. Still, the code changes represented a twenty percent reduction for single family lots and a thirty-three percent reduction for doubles. At the same time, . the old nmerger of titlen provision was taken out of the code, making the City's stock of older, smaller lots potentially available for more intensive infill development. Many of those lots do meet the Metro Council guidelines (Appendix B), and City Code specifies that they are all legally buildable, even though they could not legally be created today. . In addition, Golden Valley's minimum lot size for two-family use is well within the range advocated by the Metro Council if considered on a per-unit basis. Each half of a duplex structure would be allocated 6,250 square feet of lot area on a minimum-sized lot. The City created a process known as "minor subdivision for double bungalow" in 1987 for the express purpose of providing an individual home ownership option for residents of duplex units. . Housing Density. Multiple Family - Under standard zoning in Golden Valley, the highest density attainable for multi-unit developments would be 24 units per acre, which would require a structure of six to eight stories in height. In actuality, no multi-unit development of such a height has ever been approved in the City through standard zoning. To date, no area has ever been rezoned for a density greater than 20 units per acre and four stories in .height. On the other hand, since 1970 Golden Valley has offered an alternative zoning process known as "planned unit development" (PUD). The need for affordable housing was an important consideration in establishing this process. The City's 1973 housing plan noted that ''the PUD's higher densities reduce land and development costs per unit, which may in turn lower prices and rents,n and ''the PUD can provide housing for families of a wide range of incomes and thus help create a less stratified population." Most of Golden Valley's subsidized housing . units today are in PUD's, with densities of up to 54 units per acre. The Metro 1Q . . . Council advocates a multi-family density of twenty units per acre for a three story building "in areas suitable for such housing ", with higher densities "where the level of service is adequate." Garages - Prior to 1965, Golden Valley's zoning code was silent on the matter of garages. Many of the City's older homes, both single family and duplex, were built without garages; it is known that there are homes without garages even today, but no exact inventory has been taken. In 1965, the City's zoning code was amended to specify that for single family uses no garage need be built as long as a site survey identifies adequate space for eventual garage construction in accordance with setback requirements. For two-family uses, one garage stall was required to be built per unit. Those requirements remain in City Code today, more or less in conformance with Metro Council guidelines. Contrary to Metro Council recommendation, garage stalls are required for multi-unit developments under standard zoning. The requirement is one stall . per unit plus one-half stall for each bedroom in a unit after the first one. This would result in a maximum of two garage stalls for a three bedroom apartment, which is in keeping with the surface parking recommendation of the Metro Council; however, Golden Valley requires an additional outside parking space for each apartment along with the garage stalls, again putting the City over the advocated limit. As with the issue of density, however, the PUD process offers a mechanism for reducing or eliminating the garage requirement in multi-unit developments. Floor Areas - In keeping with Metro Council guidelines, Golden Valley eliminated all minimum floor area requirements from City Code in 1981. This includes requirements for multi-unit developments. The requirements had been in place for about 25 years before they were eliminated, but many of Golden Valley's older homes are quite tiny. As with the garage issue, no exact inventory of smaller homes has been made, but examples can be found in several parts of the City. Projects and Programs Eliminating code provisions that generate unnecessary costs, and adding code provisions that allow higher density and/or design flexibility, help to make a community more housing-friendly to a broader range of people. Ensuring construction of affordable housing, however, usually requires a greater commitment in terms of public financing and political support by local government. Even where affordability is not a major issue, higher density and nontraditional home designs can run into opposition within a community. Reasonable code provisions can set the stage for variety and affordability in 20 housing, but it invariably takes public approvals in the form of comprehensive plan amendments, rezonings, and/or PUD designations to actually accomplish anything. . Golden Valley has participated in a variety of affordable housing projects and programs over the years, with varying degrees of success. Summaries of past affordable housing efforts are provided in Appendix C. As used in this discussion, a IIprojectll is a specific physical development at a targeted location, while a IIprogramll is a funding source or cost-reduction process that is available for use anywhere in the City as long as the application criteria are met. The division becomes somewhat blurred in that all of Golden Valley's projects have also involved state or federal funding programs, but the location-specific use of the money puts a greater emphasis on the project aspect than on general program considerations. For the most part, Golden Valley has very little control over the long term viability of currently available housing programs. The City can try to apply for state or federal funding whenever feasible, but cannot guarantee such money from year to year. The City potentially has better control over housing projects as long as the funding has been locked in. It has also been the housing projects rather than programs that have caught the public eye and caused the greatest controversy over time. Projects will thus form the primary focus for this . discussion. While the analysis has included only affordable housing projects, most of the observations and recommendations that follow would be equally pertinent to any housing development that involves increased density and nontraditional home designs. There are some common threads that run through Golden Valley's past experiences. For example, every single townhouse or apartment project that was studied ran into some level of neighborhood concern if there were any single family.homes located within the City's five-hundred-foot public notification area. The types of problems feared by the neighbors have been similar in each case: property devaluation, environmental degradation, overloaded infrastructure, increased crime, and unattractive appearance. No formal follow- up study of the City's existing affordable housing projects has ever been undertaken, but anecdotal evidence suggests that such concerns have been largely unfounded. The City may want to consider commissioning an impact study of existing projects in order to better evaluate potential neighborhood concerns on future proposals. The study should be conducted by an experienced housing consultant rather than by staff, for purposes of credibility as well as expertise. Other common threads are that projects always seem to require more time and/or more money for completion than anyone expected at the outset. . 21 . , . . . Problems with timing arise because of conflicts over appropriate site location or development design, the red tape involved in any application for federal funding, and the difficulty of coordinating between multiple funding sources with different requirements and procedures. The chicken versus egg dilemma also comes in: the developer needs to know that financing is available before committing too much time and money to site selection and design, and cities don't like to commit to projects that may not be funded, but funding agencies need some project specifics in order to commit to the financing. Delayed develo'pment approvals risk loss of financing, and delays in either financing or development approvals risk increased costs or loss of a site that may be under limited purchase option. Other money problems come up because of the high cost of land in Golden Valley, poor soils or other difficult site conditions, high construction costs, and the call for improved site design details in order to make a project more compatible with its surroundings. In other words, the development of such housing projects is not a game for the inexperienced. To increase the likelihood of ending up with a successful project, Golden Valley over the years has tried to screen unknown developers for experience and personal financial backing. There are also other strategies that the City has tried at various times in the past, and might now want to consider for inclusion in a coordinated effort to promote affordable housing and to meet Livable Communities goals. These strategies may be loosely grouped . into the categories of establishing an organized approach, soliciting broad- based agency support, and providing for augmented community involvement. Organized Approach - The first step in getting organized is to agree on what outcome is desired, and why. Under the old fair share housing quota system, Golden Valley always knew exactly what was expected and what would happen if the City failed to perform to those expectations. Having a concrete objective in mind facilitated creative thinking on how to maximize the potential of a given proposal while still protecting the interests of the many different stakeholders involved. Once that goal orientation collapsed in the mid-1980's due to inadequate public funding for proper implementation, there was less motivation for the City to continue negotiating over any proposal that met early opposition. Currently there is no quota system for providing low and moderate income housing, but state law still places certain obligations on local governments with regard to such housing. The Livable Communities legislation also does not mandate participation, but once Golden Valley signed on, a goal oriented commitment was made. Consequences of failure to perform are as yet unclear. Nevertheless, the City has taken on the responsibility of making its best effort to move toward established goals in each of the Livable Communities benchmark areas. It makes sense then to focus future housing efforts on attaining those goals, which are somewhat more specific than the overall goals of the housing plan. At minimum, the City should adopt a policy of including a Livable 22 Communities impact analysis in any development-related approval process involving housing; a positive impact should weigh in the developer's favor when negotiating approval of the development. . Identifying suitable sites is another important component of an organized appro~ch. In the 1970's the City's comprehensive plan established policies, such as using PUD's to achieve higher residential densities, and requiring a portion of the housing in all PUD's to be at least modest cost market rate if not actually subsidized for low and moderate income individuals. To back those policies, the plan map identified several particular areas that were considered suitable for PUD's. The plan also established that there should be housing specifically for senior citizens located somewhere in Valley Square; a list of the qualities causing the City to single out that area was included, setting a pattern for the acceptability of other senior housing proposals as well. For the scattered site project, the City again used a master list of qualifying criteria to evaluate all potential locations. Each of these is a good example of how to establish a firm basis for appropriate site selection. Today there is considerably more legal and political importance attached to the comprehensive plan as the guiding force for land use decisions than there was . in the .1.970's. Unfortunately, the current plan map designates very few suitable locations for additional higher density residential development, nor does the housing element provide any policies or other guidelines for determining the suitability of non-designated sites as proposals come up. If Golden Valley is going to seriously pursue its Livable Communities commitments to higher density housing, more rental housing, more variety in housing types, and maintaining housing affordability, the City will have to identify appropriate locations for expanding the stock of nontraditional home designs. Amending the plan map itself to show more areas of higher density residential use would provide the clearest direction to prospective developers and the greatest sense of security to residents. That process would also allow for more thorough comparison of the qualities of potential sites since there would be no particular proposal generating pressure for an immediate decision. After the plan amendment is in place, it would reduce the number of separate approvals needed at the time of application as long as developers stick to the designated sites. Alternatively, putting the emphasis on established siting guidelines would allow greater flexibility to consider proposals on a case by case basis without requiring the up-front time and effort of a major plan map revision. The City could go with either method, or may wish to consider a combination of the two: . first establishing a list of criteria, then targeting some of the most obvious areas for a plan map amendment, and adopting a policy that the list of criteria would ?~ . continue to serve as the basis for considering additional sites which may be proposed later. In the same vein, a third component of an organized approach would be to have a set of guidelines for acceptable site design, especially if the City wants to specifically seek or avoid certain development situations. This is an area where Golden Valley has not performed very well over time. The comprehensive plan generally provided that senior housing would be acceptable in a taller than standard building and with lower than standard parking ratios, but the Calvary proposal ran into opposition for being too tall and having too little parking. There was a policy requiring that some portion of all PUD's be affordable, but the Council decided that the original Medley Park proposal went too far when it was submitted with all subsidized units. More recently, the Schatzlein proposal for the Ewald site was turned down partly because the density was too high, although the same number of units had been approved several years earlier. . Guidelines that are too rigid or narrow in scope would hinder future residential development rather than promote it. On the other hand, a list of reasonable preferences would help to direct the expectations of prospective developers into appropriate channels. The City may want to contemplate its various Livable Communities goals and consider whether it wants to prioritize types of development or put any limitations on certain types. For example, high rise apartment-style development is the most practical way to advance simultaneously toward all Livable Communities goals and the only way.to make a significant impact on density, but buildings over three stories in height have always been a sensitive issue in Golden Valley. The City may want to adopt guidelines covering such points as how tall is too tall, should there be a minimum appropriate site size or maximum number of units for such developments, are there segments of the population for which high rise developments are particularly appropriate or inappropriate, and are there particular buffering or structural treatments that would be preferred in order to lessen the impact of such developments on their surroundings. Broad-Based Support - When it comes to approving new development projects, the buck always stops at the City Council. However, maintaining a broad base of support has been shown to make the approval process less divisive. There are a number of organized groups, inside and outside of City Hall, in a position to impact that process. . Inside of City Hall, the list over the years has included the Planning Commission, the Human Rights Commission, and the Board of Zoning Appeals (BZA). Two other groups, the Housing and Community Development Commission and the Environmental Commission, no longer exist. In recent times, there has been a quasi-inside group in the form of local Neighborhood Watch associations. While they do not constitute a standing board or 24 commission established by authority of the City Council, Neighborhood Watch . groups do receive ongoing information, guidance, and assistance from the City's Public Safety Department. The Planning Commission, because of its duties as advisor to the Council with regard to the comprehensive plan, land use regulations, and a variety of development proposals, continues to play the largest supporting role in Golden Valley's housing efforts. For the most part, the Council and the Commission appear to have worked well together over time. There have been instances, however, where the two bodies experienced some friction. The most notable disagreement occurred during consideration of the Calvary senior housing proposal. The Commission, with some justification, felt that its role had been inappropriately bypassed by the Council during the Valley Square planning that set the stage for the Calvary project. Despite earlier comprehensive plan endorsement of a taller building and reduced parking, the Commission in its turn opposed the project on precisely those points, also citing several other poorly documented concerns. The Human Rights Commission was very involved in Golden Valley's early housing efforts. Duties included collecting and disseminating affordable housing information, educating the public as well as elected and appointed officials, making policy suggestions, and evaluating various tools available for . adding to the City's stock of affordable housing. Later on, the Commission served in more of a follow-up capacity, concentrating on already approved projects. Duties in that regard have included ensuring that management plans reflect nondiscriminatory policies and practices, undertaking annual surveys of tenant satisfaction to guard against intentional or unintentional victimization by management, and responding to individual discrimination complaints. Most of the City's affordable housing developments have been in the form of PUD's, which would ordinarily remove the BZA from the approval process. When the BZA has been involved, its role has been a difficult one. With the Calvary PUD proposal, the BZA found itself caught between the Council and the Planning Commission after being called upon to settle the parking issue. The scattered site project was proposed under Multiple Dwelling zoning regulations, putting it within the BZA's normal realm of operation. Variances were required for a reduction in the number of enclosed parking spaces and to allow more than one structure on one of the selected sites. While considering these relatively simple requests, the BZA caught the brunt of the neighbors' displeasure at the entirely legal but last minute addition of two more dwelling units to the site. The BZA routinely sees matters which do not figure into the type of projects studied for this discussion but may have an impact in the area of modest cost housing; most of those situations are resolved without review by . the Planning Commission or the Council. . All three standing bodies need to be kept informed of current housing goals, policies, and objectives, as well as any other guidelines that may be established. The City Council may wish to re-evaluate the particular role of each and take steps as necessary to ensure that roles are adequately expressed in the City Code provisions authorizing each group and/or in other formally adopted policy statements. Each body may also need to evaluate its role as assigned by the Council, and make recommendations regarding the adequacy of the tools available for carrying out that role. Such tools may include City Code provisions or provisions of state law, formally adopted housing policies, and outside resources that may provide educational materials or other assistance. Finally, the Council may want to establish a policy of meeting regularly or as needed with each standing body or with all three in a common summit to discuss overall progress toward housing plan goals and to evaluate recent successes or failures. Golden Valley did not really get into the Neighborhood Watch program until the early 1980's. By that time, a combination of factors was bringing an end to the City's big-time affordable housing efforts. The Ewald/Schatzlein proposal was the first to come under consideration with a local Neighborhood Watch group in place. One of the reasons for the failure of the Schatzlein proposal was that members of the Neighborhood Watch group pointed out that it ran counter to sound crime prevention strategies promoted by the Public Safety Department for stabilizing neighborhoods. . A single case by no means qualifies as establishing a pattern, nor should it be taken as an indictment against either the City's affordable housing or crime prevention efforts. It does raise an important issue, though: without careful planning and effective coordination, affordable/life-cycle housing goals and ,1 neighborhood crime prevention goals will appear to be at odds with each other. There is ample documentation that crime rates correlate to varying degrees with factors such as higher density housing, lower income housing, and rental housing. On the other hand, as communities across the country come to grips with this problem, there is also a growing body of strategies for dealing with it successfully. The Golden Valley Public Safety Department has already established a program for working with managers and tenants of the City's apartment developments. There are certain to be other programs that could be adapted to meet the City's needs. There are also design factors that can be used to promote a safer environment. Now may be the perfect time to engage the City's crime prevention experts and Neighborhood Watch groups in the process of establishing guidelines for affordable and life-cycle housing proposals, before Golden Valley finds itself facing more situations where its housing efforts might be seen as putting existing neighborhoods at risk. . 26 To this end, the Public Safety Department must be made aware of the City's . needs for meeting its Livable Communities commitment as well as its less specific obligation to promote housing affordable to low and moderate income households. Crime prevention staff should then be given a reasonable period of time and financial resources as necessary to study those housing needs and propose appropriate strategies for protecting neighborhood stability while accommodating more nontraditional housing alternatives. This might be done in conn~ction with a citizen committee composed of volunteers from Neighborhood Watch groups around the City. Neighborhood Watch participants are uniquely qualified to participate in such a study. They already have a higher than normal awareness of public safety issues, their Neighborhood Watch involvement shows a commitment to their neighborhood and to actively promoting neighborhood safety, they have easy access to a much larger pool of potential idea contributors in their individual Watch groups, and they are familiar with the types and levels of community response that are likely to be most acceptable. There are other organized groups outside of City Hall that may have an impact on housing proposals as well. Golden Valley, like the rest of the country, is subject to increasing globalization. Churches, schools, civic groups, and fraternal organizations now span many communities under a common umbrella rather than having a purely local orientation. Still, the City has had success in . the past with support from such organizations. Way back in 1972, the Golden Valley League of Women Voters came out with a strong stand in favor of inclusionary housing policies in general and of the Dover Hill proposal in particular. The Calvary senior housing project, being church-sponsored, was supported by the entire multi-community congregation, but special effort was made to mobilize church members who could claim Golden Valley residency. Calvary Church also provided more tangible sponsorship of one of the Habitat for Humanity homes. The corporate organization of General Mills sponsored another Habitat home. The City may want to spend some time in discussion with a variety of organizations such as those indicated above. Educating members and encouraging them to maintain an ongoing awareness of Golden Valley's housing goals, objectives, and policies would be one aim. Exploring the potential for group support of specific housing efforts would be another, though each group should have the freedom to determine the nature and extent of support most suitable for its membership. The Human Rights Commission may be an appropriate body to coordinate this effort. Community Involvement - Reaching out to citizens through the organized . groups in which they participate is one way to solicit community involvement, but it isn't always enough. Golden Valley has experienced several instances where a proposal has become the catalyst for ad hoc neighborhood organizing ?7 . efforts - usually in opposition to the proposed project. There is evidence to suggest that one approach for minimizing community opposition is to enlist the public's involvement in ways that go beyond the required public hearings. A variety of community involvement strategies have been employed by the City over the years. For the scattered site project, residents of all potentially affected neighborhoods were given full information and an opportunity to air comments and concerns prior to final site selection; later on, neighbors of the selected sites were able to review and comment on actual site design. After the first Medley Park proposal was rejected by the City, the developer met with neighborhood residents to hear their concerns and suggestions before bringing the amended proposal back for formal consideration. When the HRA first acquired the Ewald property, neighbors provided input on the type of development that would be appropriate for the site and on the selection of a specific developer following the issuance of a Request for Proposals. In the failed Duluth and Douglas proposal, the HRA settled the financial details and then instructed the developer to meet with the neighborhood before submitting a formal development application. After being bypassed when the Schatzlein proposal was submitted, the Ewald neighbors came out in force to oppose it and succeeded in convincing the Council to look for other alternatives; upon approval of the Habitat project, those same neighbors volunteered their time and labor to aid construction efforts as a symbol of the restoration of good faith between City and neighborhood. . There are two points on which the City needs to exercise some caution while considering options for community involvement in housing efforts. The first relates to maintaining a proper sense of perspective about the role of public input in m~ting Golden Valley's broader housing goals, objectives, and policies. Legally, there are planning and zoning obligations that must be fulfilled by the City Council, with the assistance of the Planning Commission; some decisions cannot be delegated to the public. In the scattered site case the neighbors opposed the last minute addition of two more housing units to one of the sites, but the increased density was in conformance with applicable zoning regulations so the Council supported it. The City also has a responsibility to ensure that unrealistic expectations do not make it impossible to advance toward established goals and objectives. In early Ewald efforts, the HRA selected the developer favored by the neighborhood despite concerns about ability to perform; the project eventually failed after a variety of attempts to salvage it. On several other occasions, the Council.had to take a firm stand when neighbors lobbied for particular design changes that would have rendered a project unworkable. The issue of maintaining perspective can be addressed in part by making sure . that Golden Valley's citizens have an ongoing awareness of the City's housing 28 needs as well as its housing goals, objectives, and policies. Establishing some general ground rules to channel community involvement in constructive directions may also be helpful; a process known as alternative dispute resolution could offer some useful suggestions in this area. Finally, it may be beneficial to provide a more specific structure for community involvement on particular efforts; with the scattered site project, for example, the City had already assembled a pool of potential sites based on an objective list of evaluation criteria, and had determined how many dwelling units were to be accommodated, before bringing the public into the decision-making process. . The second point of .concern is the state mandated sixty-day limit for many development-related approval processes. Looking to the past for help on this point is of no use, since the limit did not exist until last year. Although the enacting legislation provides for extension of the time limit under certain conditions, state planning and legal experts advise against routinely relying on that provision. The sixty-day limit applies to all rezonings and PUD's, though in the latter case staff and the City Attorney have determined that Golden Valley's process comprises two applications with sixty days for each rather than in total. The limit does not apply to applications for land subdivision or to comprehensive plan amendments. While the time limit sharply restricts opportunities for augmented community involvement in the affected approval processes, it is meant to protect developers against financial difficulties caused by intentionally delayed approvals. As noted earlier, timely approval is particularly important when a project is dependent on government funding. The Metro Council, among its recommendations for ensuring an adequate supply of affordable housing, also cautions against putting too many costly or time consuming hurdles in the path of development-related approvals. . The key to addressing this point is careful consideration of where and to what extent community involvement could best be accommodated. One solution . might be to concentrate on the general planning groundwork rather than on specific development proposals. As discussed earlier, the City could choose to initiate an up-front, major plan map amendment to expand the number of areas designated for higher density residential use. As long as there is no concurrent application for a specific project, the time allowed for the map amendment process is limited only by the immediacy of the City's need to have more options available for prospective developers. Neighborhood committees or city wide visioning groups could easily be brought into this process. If the City decides to establish various types of development guidelines as also discussed earlier in this section, those efforts might provide another avenue for community involvement. . . Alternatives that are more project-oriented may be explored as well. Where the City or HRA controls the land to be developed, the affected neighborhood could be involved in drafting the terms of a Request for Proposals. Projects that require City or HRA approval of some public financing mechanism may provide an opportunity to tie citizen input to the financing approval process. The City could also look at amending the PUD process to include evidence of neighborhood input as part of the required application materials for either the preliminary or the general plan stage; the sixty-day clock does not start until all applieation materials have been duly submitted. Basic rezonings that are not accompanied by concurrent plan amendments or PUD applications are intended by law to be fairly straightforward, so it may not be possible to build an additional community involvement component into the rezoning process. . The community involvement options suggested here are a sampling of what might be possible. Some would fall under greater time constraints than others. Some would result in city wide standards rather than site-specific recommendations. Others might be site-specific but not project-specific, or vice versa. There are a variety of pros and cons to evaluate with regard to any of them. The City would have to be careful not to delegate away its legal responsibilities or to allow overly extensive public scrutiny to obstruct timely decision-making. It appears clear, however, that augmented community involvement in Golden Valley's housing efforts can be successfully implemented if the City has an interest in doing so. Summary The tabular summary of findings, potential policy implications, and suggested action plan components applicable to this section begins on page 44. V. LAND AVAILABLE FOR HOUSING IN GOLDEN VALLEY Golden Valley is a substantially developed community, with little or no readily available opportunity to significantly expand its housing stock. Such land as remains vacant today usually possesses one or more characteristics that typically impede private sector residential development: · steep slopes or excessive wetness; · inadequate access to streets and/or utilities; · poor development soils or soil contamination; · existing structures that are deteriorating, nonconforming, and/or undersized for the property; · adjacency to highways, railroad lines, and/or undesirable neighboring uses; or . · unreasonable return-on-investment expectations of owners. 30 . Despite undesirable characteristics such as these, the City's remaining undeveloped or underdeveloped parcels of residentially designated land are gradually being filled in. Because of the difficulties presented by the various characteristics, the City often becomes involved in development proposals. City action is most likely to be in the form of considering applications for rezoni~g, variances, planned unit development (PUD) designation, replatting, and/or financial assistance. At this time, there are few policies in place to guide City decisions in a way that ensures fair and consistent treatment of proposals. Thus it makes sense to take a comprehensive look at the types of opportunities available for expanding Golden Valley's housing stock, and the related issues. The renewed emphasis being placed on affordable and life-cycle housing by both the Metro Council and the state legislature makes it particularly important to establish supportable criteria for siting such housing. An analysis undertaken by the Metro Council in conjunction with this years Livable Communities legislation shows Golden Valley to be deficient in rental housing, nontraditional housing types, and high density housing, when compared with other fully developed suburbs in its geographic sector. Recent failed attempts to approve townhouses and duplexes show that residents of existing neighborhoods are very resistant to the idea of building anything other than the typical detached single family house. Unfortunately, there are few - if any- suitable locations for alternative housing that are not in or immediately adjacent to existing neighborhoods. Therefore, if Golden Valley is to make a commitment to increasing its supply of affordable or life-cycle housing, thoughtfully considered siting policies are essential; ad hoc decisions made solely on the basis of neighborhood opposition will not suffice. The first step to establishing a location policy is to review the location options. . Infill Sites Vacant Lots. Single Family - People regularly call City Hall to inquire about the availability of vacant single family lots. Staff know that there are vacant lots located around the City, but cannot at this time quantify how many, or where, or how developable they are. Getting those lots marketed and sold has always been considered a function best suited to the private sector. Not only is it time- consuming to create and maintain a comprehensive inventory of available lots, but there is also the potential for trouble if staff somehow overlook lots owned by a particular developer or give out information on lots that are not really available. Most available residential lots in Golden Valley are being marketed in some . way by their owners. The most frequent response staff get when trying to informally direct callers to known prospects is "those lots are too expensive." A 11 . . . , , second, and often related, response is "the developer won't sell just one lot." In such cases, the developer often wants to retain control over actual house construction as well as lot disposition, or may be hoping to get a cluster of lots replatted and rezoned for a more intensive use. Because the Metro Council's Livable Communities analysis declares the City to be deficient in rental, nontraditional, and higher density housing, direct City involvement in the marketing of single family lots would not be advantageous for meeting Livable Community goals. The possible exception would be in the category of affordable homes, since the Metro Council analysis puts Golden Valley only barely within its benchmark range on ownership affordability. Given the demand for vacant residential lots in Golden Valley versus their relative scarcity, it is unlikely that any but the smallest or most poorly situated lots would ever be candidates for affordable single family housing without a stiff government subsidy. It has already been noted that staff do not have a complete inventory of vacant single family lots, but there are certain groups of lots (Exhibit 5) that have become well known for a variety of reasons illustrating the range of issues relating to Golden Valley's remaining housing opportunities. Within the past year, the City approved two new subdivisions where vacant land is now on the market for a higher price than many households can afford to spend on house and .Ian~ together: four lots at Glenwood Avenue/King Hill Road, and eight lots on Western Avenue next to Lions Park. There are scattered parcels on both sides of Winnetka Avenue north of Wesley Avenue, several of which have wet or peaty soils and some of which have been the subject of rezoning proposals for duplex or church use in recent years. There is a cluster of five affordably sized lots, plus remnants of three more, above 1-394 between Rhode Island and Sumter Avenues; those lots were the subject of a recent proposal to rezone for office use. Finally, there is the old pistol range owned by the County Sheriff's department. The land is residentially zoned despite its use, and the affordably sized lots remain on the books though all streets and alleys serving them have been vacated. The pistol range was supposed to be relocated a few years ago, and staff were looking forward to having the land once again available for housing, but the relocation fell through and the County appears to have no interest in vacating the site any time soon. Vacant Lots. Two Family - There are no vacant lots currently zoned for duplex use in Golden Valley. The majority of the City's existing duplexes also are not appropriately zoned, due to the fact that the R-2 zoning district is only thirteen years old and most of the homes were built before that time. Many single family lots possess the necessary width and area for duplex use, and are similarly situated to existing duplex properties. The comprehensive plan makes no distinction between single family homes and scattered two-family homes. 32 :~~;;~::- ~~"~.~~;;~\ i~d'/ . ~ .: :CJ?~~ ~ ZI I ~~~r~d~- - ~ ~ >~~:1; , ;-lli' 1~!i. i'~ ~'~ '~l~ &. t f~" 5 Il....Ji ..~ I ,1- ...;. - .. "f 1 i..! ~.... -~ ... i ~ - i:..~ ~ ~~."J..: 0 rll~' j If'" ~ -- tl....::...Jb .'\. _ :::- ~'''> . ~ I' ~ ~. s sP :' JI~ I ~"_7r""~:c ~I":~U~--~~~ j i.._Jl::=l ~Ifsll::~ ~..~; ,'" !J I IJ!:~-'\ ~. - _ .1;:. -- ~l) = .,.JIY1 ....~4-. I' . 'I ~ -- ~ "'\. "=' ~ ~ ~ -- ~ . - Ail~"'l \~Ii" \Il'il~~ooo;; ~x~ ~,'~~ I 1j~-~ ~,I --r~'1 ~ Ii~ ..... \~, ~ 'NI ~ ~ { , I i..:'::" PO\.. (iclli ~ -' ,~~~) r--n;;; !~ ~ I ~\('\. ~ ~ ill I il A _T.-....~ I,.~ '\Ui )..- I~ LliJ ~..09;"1. ~. II jar _ I ~_ ~~. =: ___. ~ I'~ -;- '~.A= ll;;~ JI. ra--:e..l l\1'\. - ._--..._~-...:tr l!J\dift' . "* r~.i~' ~-4~ .' '-.,.I" " ~ ~;tiff" ; JT' 1.1," -... , . --- ~ ~ , ~ . ~ ,~IJI ~:- ~ l~"" '-G--=--- I (~~, JId ~ _ ~ j \\ ...- ~ .....1 ..___ ~ _ ~ ..,,_........-; ~ .. \ _ r __ 'T\\- ' ._ ~~ Cl(1_~.: &5~L~ ~ :_ A:l-;d1f) ~~: i -- i II{ I ~\ \\ I ~-ff&~d'_' \) . , I .... I -I "'.... I i ~/i Jr.! Ii I R I 1_- It'''''' . ~ - .-J 1- ~vr.'''- ,/1.-' -. l~ ~l If ;; ::1tl~ j I ~1if11t ~. I a l ~1 '__. \Hra ~II'~) I''''''~~ .. ';. _ w ~ ~ ~..~~ ~ .__/_ h -., \ ~~~ . J . .~ 1 _ 1_ d -.'\.. '0: _ 0 L~ -{; - I . ~ I ~ Ie... - - - . II"" :,\, - - ~ I _ ~ I I _J' :~\ ~ i 0 '~L.I -::vJ. ; ~~ ~ - "- I_J :~"\r.'1 ~r l~8~~ :~'... I ~~ ~1(J ~"-----:;:'Y-1 ! -mJ_ 11 i' h I J 1. ..;:;:- . it!'. , r - II (ft] i -~D..-JII~...I~ir-~\1I I~" \.' ~ ! "l ".... - - - \ -- ow - ... ,) - tJ "1 ~--\\ , ,( ~Il 'It " I :- ,'..., II :r J ..... ,- i!l /) 1 ~ _'~~ -:"",,(-I'i ; lj "IIV, !=-&c~~"-~ ~ I" "\ \. II :-j -~\' ;f6i[ _ ~Il I J - J /:... '~" h A- ~I .J ... . '" - - ~ - - ... .. ,- ' . ..-...... .." ." -- ..-.... 1/ '\ J .._~ {')) ~ ..... ,_, v ......-" 3 I. C - \Ao A ,.. S IA. J 'f 1/1 ... ~ .. 01 VI .. \I) I- cO :s: 0( \U , r . . . . Unfortunately, in the absence of any established policy for the siting of new two-family lots, it is impossible to evaluate the suitability of duplex rezoning applications with any consistency. Since each half of a duplex lot meets Metro Council standards for affordable sizing, developing a siting policy for such lots could become particularly important. Vacant Lots. Multi-Unit - There is exactly one vacant lot in Golden Valley that is zoned for apartment use. It lies on the east side of Douglas Drive just north of BaS-sett Creek. When rezoned in 1987, it required creek setback variances to make it economically developable. For unknown reasons the project did not go forward at that time, and now the various floodplain and wetland regulations that apply to it have become more stringent. Given the poor soils and low elevation of the property, its present suitability for apartment development is uncertain. The comprehensive plan does identify additional medium or high density housing development sites (Exhibit 6): · at Duluth Street and Douglas Drive (2.1 acres); · around the existing Laurel Estates Apartments (7.1 acres); · just north of the Jehovah's Witness Church on Douglas Drive (3.7 acres); · at Glenwood Avenue and the railroad tracks (1.5 acres); · at Golden Valley Road and Douglas Drive (2.4 acres); and · at Golden Valley Road and the railroad tracks (0.9 acres). . -. None of the identified properties is vacant at this time; three involve business uses, which are usually more costly to buyout than homes. Several have size or configuration limitations that will make it difficult to redevelop them efficiently. All would require rezoning prior to any redevelopment. ., . Linked Lots - Due in part to Golden Valley's former "merger of title" requirement, many single family homes in the City's older platted areas are accompanied by extra lots. While they are below today's minimum size requirements for new lots and generally are not being marketed as vacant lots, the extras are legally buildable if the existing house sits entirely within the setback limits of one lot or if the existing house is removed. Staff have done a preliminary study of such lots, as discussed elsewhere (Appendix B). No complete inventory is available at this time. Because of their small size, these lots are a potential source of new affordable single family housing sites. The linked lot phenomenon does not exist for d,uplex or apartment properties. OversizedJUnderused Parcels - Abutting Golden Valley's early road system are several areas with a proliferation of large, unplatted residential parcels. As with other categories of land potentially available for housing within the City, these parcels have not been completely inventoried. The main concentrations can be found along Douglas Drive, Glenwood Avenue, Golden Valley Road. . 34 ~~~~~'~~I .F.J:... ~ ~ ;;?> ~: ,~~ ~ .... I __ 1--. ii' '# - I . 0 ~ "'V III _1 J ~ l...~~! ~."" -....- t:'-.. . ~,.. ~ ~ iT-i'~ l[jj! .. ~ i ~l 1-- ...;. _ ~ I tf.! . \. .. ~ .~ -j 'fl&~~ I 11, ... ~.... ;::1(.,\..1 t::.\.. ~ ~ ~:A~ -- ~ -='~ -.... rLI~ I' .... W -~ ~. 1:1 ~: "'~~li'Ef~';: ~~~ ~ ~ ~1=:Jj Ilj j~' 11.1:\.\"'.__. ; oj ""I - IrlH,ic . ra, l"'"'....... 6~"'- !I-.- -- '''' .. '.t1JII' ....... . Il-!l I lB~"" II l1.'-- I......\. !l!I!L ~ ~. .... -- . '\:D- .......... ~ ""''':;Q.i-, . ., -tI '';~ ll~l' L '~\1 ~ ~,~ '--'" - ~:~-. i II \ ~ t~ ~ II" ,....-.- ~III~ -""1; i~ ~ ~'.. ~ '" __I ,j ~~ ~ ..N...."'ii~~ -s- ~. I ~ Is' .,... \10...... ""1 L --- ~ ~ /" ~ -, . ..:':... ~~ Air- -:::= -.\v'm ')' ~ 'l i'"Q; I~ ~ I ~(\. I tf, lUll il A ...."'~ ~....:-/ "'~ '\2Ji 1'" ..... I ~\\.) ",' J Ir I ~\I )'1'" _ _~y~ _:= ...::. ~ ..- '; '0_...-~ !~l I" 1~ ~~ - -.;;: rr 1 r-\.. -1j ,c ~ '~J. ~js, '\. ~ J ~ ~~,1' ......:; _ __ :::\\ ~ II' ~~.) __ ..J :.... :~I . ~~~., ~W'~ -- I....... ~W.. , ~_~! ~ l~'\. -,A" .,&--~ I ~~" J. . . - ~ ~ "..... \.....~ ~ ...... 1 ......-.... _ lI\M .... ''''j w..a. ~ ( ...... \T"14M _ :~ Cl(/ I , ,= c _\ ~ -- -,~ ___F1'.' ;~ I /; '" ~:\; \\ ~:.:: Air,JI ~/i , '\l\ \. I .~ B'- · -...... ~ ~"~ i ~ I 'tR I ,.--- .-, . I: I .r/; h' .i I .... ~ ;f1~.".. ...... ~}r""''''' ! ,11.'. "1-" ~\ ~I ~ rf ~ :-~n ..it 5 1 I AV.ijili =-:' )! a i~"'1 ,__, ~:c{l "'1'iiii'i-. I~ .. .... _ " .. (~ , , ~ ~-~ \J ~o!K ~ ';.. ~ r \' .~ OJ - ~ ~ . - ~.......~ ~ - __ Ie _ - ...- .~ _ . J ' ) - -; C .'\.. .' '.: \ I ,-~ -\.; -.'-il'"' I ~ - f I ... - ..... - . I~-.:\ - - -,..-- -~ - - t -.. .-~ A '.- ~"'-l!_ -..,.' -... ......._ I'\.Q,.(!II _ __ !!!!<oo _ ;1 W.z.J- : ~J L ~j rf\li' , ~~8 j=i f~' i -~.. - III 0.7 -:J / i,J/Af~ "'_:- "'r;,;; ~ \~W-lIl~~ l~ --z (BJ- I .,L_ ..... .... ..... ~ ~ . i .. - -, .. 'I - ....\f - t-:: I f: ~ -7 ) I ..,.. L.. ~ flit "II ~ ....' .'..-p-; .... - /I' : :.. \~ ~ I . -~~ J_ ~ . , '\ .~~--~ ~: - ~~~-L:.;~, ~ ) ~ l\. I! . ! . . it t' _ 1'-. h ~ lC}:i.... J ~..... Df......... .... ."-' ,.. on -- ___ Il T/ '''( l' .._~ \\1. iJ ...... v ~ -" , ' . . ~ c 1 Q. ~ ~ CI ... ( ') -+ , 1: i oA :J Q ..) ,;- I- III '1 ,( 1&1 . . Harold Avenue, Medicine Lake Road, and Highway 100. Generally between 100 and 150 feet wide and over 200 feet deep, the parcels cannot be individually subdivided into two lots of legal width even though they contain more than adequate square footage. Each parcel currently holds one home, with most over thirty years old and set well back from the street. The City has begun to see some pressure for redeveloping these parcels, usually for office or commercial use in order to take advantage of traffic levels on the abutting streets and to help recover the cost of removing the old houses. . Because in most cases there are significant volumes of traffic, these are not among Golden Valley's most desirable residential locations. On the other hand, the City should be seriously questioning just how many small office buildings it can adequately support, and how many adjacent neighborhoods it wants to disrupt with strip commercial development. There are ways to buffer new residential uses against undesirable traffic impacts, which along many of the identified streets are only a problem during peak weekday travel times. The conversion of these parcels to nonresidential use may be in the best short term interest of a given developer but not necessarily in the best long term interest of the City as a whole. . Other recent proposals have retained the residential use by carving just enough land out of an adjacent parcel to meet width requirements at the street. One relatively standard new lot is then created at the front of the parcel. The remainder, usually somewhat "L" shaped, becomes a second lot of two to three times the size and twice the depth of the first. This does increase the use of the original parcel, but still does not take full advantage of the available area. There has not been any discussion about how the odd shape of the larger lot affects the calculation of required setbacks; the BZA may be resolving that issue in years to come if such subdivisions become more popular. There has also been no analysis of the long term impact on the adjacent parcel; by giving up ten feet of land or so along one side, the property owner has reduced the potential for more efficient use of that parcel in the future. Timely and creative planning could offer several options for more efficiently redeveloping such parcels at a higher density while retaining their residential use. There are good reasons for not reviving the City's short-lived "back lot split" process, which allowed the creation of new lots at the back end of oversized parcels with minimal driveway access out to the street. However, the City could draw up some alternatives for new streets to open up the back half of a row of deep parcels, making it possible to legally divide them. Shorter cul-de- sac designs running into the middle of two or three adjacent parcels would also allow subdivision. . The cooperation of all affected property owners would be required, and the City . might have to look into some form of ''temporary variance" to allow the older 36 homes to remain in place for a time after new rights-of-way or lot lines are in place. Alternatively, it might be possible to find a developer or nonprofit agency able to act as interim "banker", holding some parcels in reserve until others needed to complete a subdivision come on the market. In exploring new street options, it would be important to begin with consideration of an entire cluster of adjacent parcels, so that early subdivision of land in the middle of a group would not unnecessarily limit the potential for additional subdivisions to either side. Constructing the new street might increase the front-end cost to the developer and definitely increases the complexity of the subdivision and development process, so some property owners will resist this type of venture. If the City decides, however, that such subdivisions are in Golden Valley's best interest, it could ensure against the type of lots now being created by amending City Code to add limitations on lot depth and/or to require that all newly created lots meet certain configuration requirements. . Some parcels, individually or in groups, could also be redeveloped as PUD's, allowing a certain degree of freedom from the traditional single family lot requirements. This could mean clustered single family homes on a shared private driveway, or duplex, townhouse, or apartment style units, depending on parcel size and location. Straight rezoning for apartment use is also a possibility. With any of these options, establishing a policy framework for determining which parcels might be appropriate for what type of redevelop- ment is a must. Early amendment of the comprehensive plan map to designate the most obvious candidates for higher density residential redevelopment would be even better. Establishing design criteria for preferred PUD or apartment rezoning proposals might also be desirable. . There is one unplatted, residentially zoned area in Golden Valley that deserves separate mention. It is an approximately twelve acre estate lying on the west shore of Sweeney Lake. While it is not actively on the market, staff occasionally receive speculative inquiries about it. They tend toward some sort of "executive enclave" with few or no public streets and possibly higher density development than would be allowed under normal zoning provisions. There are no oversized, underused parcels zoned for two-family use. There are some apartment zoned parcels that fit this category, but for the most part the vacant portions of those sites are encumbered by conditions that make them all but unusable. The Valley Village Apartments, for example, only occupy about half of the property involved, but the remainder is very wet and low; a proposal to turn the entire site into a PUD and add townhouses in the low-lying area was approved several years ago, but turned out to be economically unfeasible. The City might want to consider undertaking a . comprehensive study of currently underused apartment sites, but at present it appears unlikely that any opportunities for additional development will be found other than those involving substantial wetland alteration or teardown of existing buildings. ~ , . , . Miscellaneous Plan Amendment Options The preceding discussion addressed areas in Golden Valley that are already zoned and/or designated on the comprehensive plan for residential development. The following paragraphs will present some ideas for other areas that are not so zoned or designated but that might be more suited for some type o~ residential use than for their current zoning or plan designation. Problem Uses - There are some locations around Golden Valley where isolated nonresidential uses can be found in predominantly residential areas. The properties are correctly zoned for the use involved, but do not fit into the character of the neighborhood, thus resulting in conflicts. Most or all of the properties have non-conforming setbacks and/or inadequate parking, and many are over thirty years old. The City's current comprehensive plan map generally supports a continuation of the existing use on such properties rather than conversion to some level of residential use. . Because they are not currently zoned for residential use, these properties have higher per-square-foot land values than surrounding residential lots. The buildings on them add to the value. Buying them up, demolishing the buildings, and making the property available for residential redevelopment will never be an option that will pay for itself in a strictly financial sense. On the other hand, in at least some cases there may be something to be gained in neighborhood good will, improved community appearance, and elimination of ongoing administrative headaches. At minimum, the comprehensive plan map could be amended to indicate future redevelopment for residential use where the City deems it appropriate. The City might also want to look into creative options for establishing a long-term fund to buy up such properties, as well as a policy for determining when and why a particular property would become eligible. Oversized Lots/Parcels - There are a handful of nonresidentially zoned and used properties around Golden Valley that include significant undeveloped areas. In some cases, as with the former Golden Valley Health Center property, there have already been inquiries about converting part of the site for residential uses of some kind. It may be beneficial to undertake a comprehensive study identifying any other such sites that might be acceptable for partial redevelopment, and/or establishing a set of criteria by which proposals regarding such sites can be objectively evaluated. . Potential Loss of Existing Multi-Unit Housing Analysis up to this point has focused on ways in which the City might expand its housing base. Due to Livable Community obligations, multi-unit rental 38 . ~ developments at relatively high densities are at a premium. The discussion . should not be closed, then, without some consideration of where the current comprehensive plan map advocates a loss of existing apartment or townhouse units due to redevelopment for other uses. All of Golden Valley's multi-unit developments are correctly zoned, either through standard Multiple Dwelling provisions or through a PUD designation overlaid on the Single Family zoning district. A comparison of the zoning map with the comprehensive plan map turns up seven multi-unit developments around Golden Valley (Exhibit 7) that are not designated for medium or high density residential use on the comprehensive plan map. On closer examination, this is not as serious as it may initially appear. Four of the developments are in officially designated redevelopment areas: Calvary Center apartments/cooperative, Mallard Creek apartments, and Skyline townhomes in the Valley Square area; and Mayfair apartments in Golden Hills. Those areas are simply indicated on the comprehensive plan map as "study areas", thus deferring to the adopted redevelopment plans for each area. This system is workable, though an update of the comprehensive plan map should probably incorporate the recommendations of the redevelopment plans or at least should more clearly specify the appropriate alternative document to . consult. Calvary and Mallard Creek were themselves redevelopment projects, and are in full conformity with the Valley Square redevelopment plan. The Skyline townhomes are in a part of Valley Square where no redevelopment activity is contemplated, so it may be assumed that they too are in conformity with the plan. The Mayfair apartments are not in conformity with the redevelopment plan for Golden Hills, which targets their site for future expansion of the Golden Hills shopping center. The site lacks adequate access, is too long and narrow for efficient use on its own and is squeezed between single family homes on one side and retail land on the other; the buildings themselves are not in prime structural condition. Two other multi-unit development sites are designated on the comprehensive plan map for low density residential use. "Low density" is broadly defined in the plan as four or fewer units per acre, but that oversimplifies the situation somewhat. Golden Valley has many neighborhoods where small numbers of duplexes are intermingled with single family homes, as well as some older neighborhoods where the single family lots are at a higher density than four units per acre; therefore, the interpretation of the low density residential designation has been that it does not distinguish between single family lots of any size and scattered clusters of duplex lots. The two developments in . ~Q . ..,.....--..-. .t, '.. ~ _ J . i ~~~~u;: u.a.... ~"';.'~~ ! ~~~..,_..,...I; ..~;; ~ (.11 ~ ~~~ ~ ~. \ # ~\ I . ~."../ ~~ ~ I , '.4.'~~ --\ ~ _ /? I ~ ~"~.-~~~r-'--"---i ~ '~71'4i1l.-:- JJ~~"'I: l-. ~- -....- . \t .. ~ ~ $)'.81. ~I ;~Il- ~I~'. Ej- ;;-(( ~~ r-. I{ -." ;~ ~ ......_! "--.. -':'- ".-:.1i~IJsIJk ~- -~ ~ ~:A~ - ~ -= ~~'--~1~ . 1[1\,& I,' - ..{.~,.. l,"''''1 ~:... Off~..': Iii!. ~:-'"\ ~~ l' ~ ~I; ~f Ilsl1Sf~ ..J!' i ~ " dl.... --1r'IB'll- - ~ - - ~~..._ JJ __-rf __ _ .. ...... \i . ,I" !I I . 1Ilr:\" - ,\...... J!II. .I!!I. ~' .... - I \..D ...... '~~ ,.ol~.w._. . a 'Iii" '] !I!~ ~;.'j- .. ":" ~'\,. '--" ;;;; ~ 11,\1(f~!=-::.~R'ta.'"';~~::-= ~ f I~ ~! . ..:.. ~- I~ M AUl. ~,\)7'1llq (.") ~ !~ ~ ~~C\. l rp, I L~ -....... ~~"'d .~ 8i .\" .- I ~\\)" -l If I~ Ji!"' _ I ~_ ~~. = ........ c ~ II. -= 1- ~T2 ~. ~71! F4)lf i ~ I - --+~-_~ -~ IT ~ -M:'~i(lJIl . ., ~tl!J. ~:!~a> _~, .....,; ='\;~ I ;4" l! .. e I ~; .~: '7."-~~....d --....... ~.~- ,. -- - ~;.. _ II\J ~1Il t ~ ',...-- --- I .,.. ~':-' . , lJ ~ 'aIW ..,... ~ 'at"""' ;r, . - I. / - -.- \ \ ~ ,.,.~ ~ ~ I .._--... - ~ ~;I"-- ..,,-.....- ,.\....'- \'I'.~ ,I.. ~.. Clf/ I.. I=I~I \ ~ - A I-aD ......t=r/: ;E 1 I~ ~\ \\ l ":::.: #~ ~ -" II ~ '~jl.... 'lR- I I J'~ :-1':';:: i: I. ~.J i - ;~ . _ _ i I. . -Iii _I-:i.r I If n..w ~'I i .- J I An~81i -::-;. !i a ll~ I ._.. ~.!{l I I I......~ " " ~ ~...~lj ,;yln .. ';; :::: r \' -1;7;& ~ - ~ ~ .~v t!::=O ~ -.. ,- _ ~ '- .. . 1 1_ _ C 11_11 ., I ".~ . - ~\.; -- I --~i:-~: 1_.1' I_'.~ JI-' :. I.~"'-.B"II_ ,- ~ .!!!! \III'" "e. '\SU ..... I. ....... IT ' - _ .. _I - - - - - J H'"' I~, III ~~ 8 v=nJd..I{' I 1 Ufr-il r-..Q ""Ii _1 . .)#', I 1 ),., "'\ i=lI' I .. ~l :~l ~_" 1. \ Y~~I ~'rQ I'i' ~~-~ li.i !~-r.IL"UIJh.~'io-l!: ~ ~ -. II (m ., ; . I ~ (I D' Ii ~ ~.., II .. r ~. I r ;.. ~.R r ~ ~ \. ~ I .. ' -.... ....... ....... .. - -. \ -.... -~ _ ... ~ _ ~ ..!J i : I~.~~~~ )1- ... "~~~i IA 1 'I -! ,. I,' i' "i .. .... -. fr ! 'I ~ i . -~. ",.i --.- J ' \ .~~Ci:: ~r:-~~ ~~ :'.'.l!!!m, ~ ,e /. ~ I; '! '\fiv ~~ - _ t /_ J' ~ A 1r N~ J ",.. ....... ,.. .... ,.... .....- . r- --.--.- ,., - --.. ...( 1/ 'V ..,..~ Iii ~ , . . . . . t ~ ~l:l~ ~ i ~ 1 r j"Q: } 1 ! J p~: ~ t :) Il. " : E ~ + '" ~ c 1 ; r :at . rOo _ c ~ /2 ~ 4'1 J ~! ~ (.2 ~"Q ~ 011 J !: Ji ;~~ \a"l. .... '" cq. .' J? I- " - ::t IC III . 40 . ' . . . question, Midtown PUD (ten duplex units) and Lakeview Heights PUD (eight duplex units), may be borderline in terms of being considered "small numbers of duplexes" but are generally consistent with how the low density residential use designation has been interpreted. It may be a good idea to revisit the "low density" concept and attempt to more clearly delineate what it encompasses. Strict adherence to a four-Iots-per-acre rule could jeopardize the long-term viabilitY of all of Golden Valley's small lot neighborhoods and many of its scattered duplex units. Finally, there is the seventh development, Brookview condominiums on Hwy. 55. These are older buildings, originally constructed as rental units but later converted to an ownership basis. The site is designated for future office use. General Mills owns a great deal of the surrounding land, which is still vacant. When the area was evaluated for the 1982 comprehensive plan, it was felt that future office development by General Mills would overwhelm the condos and the small single family neighborhood to the east. Much of the vacant land is wet and low, however, and environmental regulations have become far more strict in recent years. A re-evaluation of the area might result in the conclusion that the condominium development and/or the adjacent neighborhood could co- exist quite well with the level of office development that the surrounding area . could realistically support. In summary, there are two existing multi-unit developments in Golden Valley that are identified for future conversion to nonresidential uses. The Mayfair apartments consist of 24 rental units. Their loss would have a slight negative impact on such Livable Community measures as non-detached housing supply, rental housing supply, and affordable rents; the loss would marginally improve average multi-unit density because the site has not been efficiently developed. The Brookview condos include 71 ownership units. Their loss would affect owner affordability as well as the supply of non-detached units; wet and low soils prevented full development of the site, so again the impact on average multi-unit density would be positive rather than negative. The City may want to reevaluate the comprehensive plan map designation of one or both sites in view of Livable Communities obligations. Summary The tabular summary of findings, potential policy implications, and suggested action plan components applicable to this section begins on page 48. . "4 . . VI. SUMMARY STATEMENTS . Additional Comments on Specific Housing Goal Areas FINDINGS With regard to the housing indicators used for the Livable Communities program, Golden Valley barely meets the bottom end of the benchmark range for ownership affordability . Golden Valley's existing subsidized housing is aging, and some units may be lost through conversion to market-rate rentals. ~ N POTENTIAL POLICY IMPLICATIONS SUGGESTED ACTION PLAN COMPONENTS The City should look for opportunities to build duplex or townhouse-style developments that meet the Livable Communities definition of affordability. The City should investigate any programs that may be available to help in converting existing buildings to a rental subsidy basis; if accompanying requirements are not unreasonable, the City should approach owners of eligible developments to discuss the option of converting. The City should discuss the acceptability of subsidy vouchers with managers of market- rate rental developments, to learn what might be done to make participation in a voucher system more attractive. The City should meet with owners of subsi- dized developments that are eligible to leave the subsidy program, to learn about any plans they may have and to discuss any options that may be available for encouraging owners to remain in the program. Golden Valley's Human Rights Commission (HRC) has been less involved in the plan- ning and development aspects of housing issues in recent years than in the past. As group homes become more prolific, they also are becoming more of an issue in housing discrimination and neighbor- hood conflict. The siting of subsidized housing develop- ment is another process that causes a high level of neighborhood concern, but Golden Valley may not be able to avoid the need for adding more such developments or replacing some that may be lost due to market-rate conversion. Golden Valley's participation in the Livable Communities program will require the establishment of goals for expanding the rental housing stock and the stock of non- detached housing, as well as increasing the overall density of non-detached develop- ments; the most efficient way to address all three of the above is to concentrate on high rise apartments. . The City should establish a policy of including the HRC in any development of zoning approval process involving subsidized housing or multi-unit housing. The City should consider making a formal policy statement on group home discrimination. The City should consider making a formal policy statement on low- housing income discrimination. . The City should identify which housing plan actions might be most appropriately handled by HRC, either alone or in joint discussion with the Planning Commission or City Council. The City should investigate the full extent of current federal and state regulations protect- ing group homes, and should document the characteristics and history of group homes already in Golden Valley. The City should establish a program for easing the entry of group homes into neighborhoods. The City should establish a program for early citizen involvement in any siting process. The City should begin to identify where, how, and when such housing can be built. . . . . Statistical Analysis of Golden Valley's Housing Stock (incomplete) Analysis of Affordable Housing Efforts in Golden Valley FINDINGS For the most part, Golden Valley's develop- ment codes meet or exceed Metro Council guidelines for promoting affordable housing. ~ ~ In terms of single family use, it appears the majority of Golden Valley's most afford- able lots and homes are in older areas, vulnerable to deterioration and redevelop- ment pressure. POTENTIAL POLICY IMPLICATIONS Golden Valley should continue to include a consideration of the affordability impact of all proposed changes to development or construction-related codes. Golden Valley should renew its commit- ment to protecting and maintaining its existing stock of affordable housing. SUGGESTED ACTION PLAN CI;>MPONENTS Golden Valley should review its parking requirements for duplexes and multi-unit developments, to see whether they can be brought into closer conformance with Metro Council guidelines. Golden Valley should review its PUD regu- lations and decide whether it is necessary or desirable to be more clear about the various types of housing that can be per- mitted through this zoning option. Golden Valley should conduct an in-depth study of its small lot subdivisions to determine exactly how affordable the homes and lots are, and what condition they are in. Golden Valley should investigate other options (Le. sound barriers along highways, vest pocket parks or communal storage facilities on scattered vacant lots, block groups or homeowners' associations to work together on local issues, annual cleanup/fix- up campaigns, etc.) to help keep its small lot areas vital and affordable. .j::oo ~ Experience shows a pattern in the types of neighborhood concerns that have come up with past affordable housing efforts; for the most part concerns appear to have been unfounded, but no definitive impact study has ever been undertaken. There is a need for some focus to the City's ongoing housing efforts, so that all stakeholders understand what outcome is desired; the City's Livable Communities commitment appears to provide the most specific goal orientation that is currently available. There is a need for better organization and more forethought in the way sites are selected for higher density housing developments. . Golden Valley should pursue a policy of denying any proposed comprehensive plan amendment affecting the continued residential use of its small lot areas, except on compelling evidence that a specific site is no longer suited for residential use, and/or that a specific plan amendment would not have a detri- mental impact on adjacent remaining affordable housing. Golden Valley should maintain its policy of channeling COSG funds into the single family housing rehab program. The City should establish a policy requiring a Livable Communities impact analysis as part of the consideration for any housing- related approval that undergoes a discre- tionary hearing process; the policy should provide that a positive Livable Communities impact will increase the acceptability of the proposal. The City should investigate a policy of not accepting concurrent comprehensive plan and zoning amendment requests unless they meet established criteria that justify concurrent consideration. . Golden Valley should investigate the inclusion of a specific "affordable housing preservation area" designation on the comprehensive plan map, to highlight areas eligible for concentrated preserva- tion efforts. . . Golden Valley should consider targeting rehab funds particularly to its smaller areas. The City should consider bringing in a hous- ing expert to perform an analysis of whether, and to what extent, existing affordable hous- ing developments have impacted adjacent residential neighborhoods in the ways feared the neighbors. The City should develop an objective list of criteria for guiding the consideration of . sites proposed for higher density residen- tial development. The City should undertake a major comprehensive plan map amendment to . . Golden Valley may want to direct pro- spective developers toward or away from certain types of projects or design components. In addition to the City Council, there are at least three other standing City bodies that are in a position to have an impact on affordable housing efforts in Golden Valley; past experience has shown that coordination and cooperation within City Hall can make such efforts more successful. .Jlo O"l Given increasing concerns about neigh- borhood safety, the City's organized Neighborhood Watch groups can be expected to figure more prominently in proposed housing developments. With- out careful planning and effective coordination, affordablellife-cycle h9using goals and neighborhood crime prevention goals will appear to be at odds with each other. There are a variety of groups outside of City Hall that have contributed to the success of past housing efforts and may still provide a conduit for public support today. . The City Council should consider esta- blishing a policy of meeting with the identified bodies, singly or in a common summit, on a regular basis or as needed (based on some established guidelines); to discuss housing goals, objectives and policies, general progress in housing efforts, and/or recent successes and failures. . increase the number of areas currently designated for medium or high density residential development. The City should consider developing guide- lines for preferred project types or designs. The City Council should re-evaluate the roles of each of the identified bodies and take steps as necessary to ensure that duties are adequately delineated within city code or other applicable policy statements such as those continued in the comprehensive plan. The City Council should direct each body to evaluate its role and make recommendations regarding any additional tools that may be necessary or desirable in order to adequately perform the housing duties assigned to it. The City should consider delegating the Crime Prevention staff, perhaps together with a citizen committee composed of Neighborhood Watch volunteers, to devel- op appropriate strategies for protecting neighborhood stability while accommo- dating more affordable/life-cycle housing opportunities. The City, perhaps through the Human Rights Commission, should identify and open lines of communication with such groups, aiming for ongoing awareness of of Golden Valley's housing goals, objec- tives, and policies as well as support of specific housing efforts. Past has experience has also demon- strated that opposition to specific housing proposals may be decreased by enlisting public involvement in ways that go beyond required public hearings. Improper dele- gation of responsibility and legal time con- straints are two points of concern that must be watched while looking at options for augmented citizen involvement. The City should establish an ongoing pro- gram of public education and awareness of housing needs and of housing goals, objectives, and policies, perhaps using the Human Rights Commission. The City should consider researching alter- native dispute resolution techniques for assistance in establishing guidelines that channel public discussion along a productive course. .1=>0 ...... The City should consider establishing a specific structure for citizen participation within various approval processes; at minimum, this structure should identify the most appropriate point within the process where augmented input can be provided. The City should consider the initiation of a major comprehensive plan map amendment, and/or the development of guidelines for site/project selection as being among the most appropriate overall processes for concentrating citizen involvement. . . . . . . Land Available For Housing in Golden Valley FINDINGS Golden Valley has vacant, single family lots available for infill development; some are large enough for two-family use, if rezoned, and others are small enough to meet Metro Council affordability guidelines. Golden Valley has no vacant duplex lots available; the comprehensive plan would allow for duplexes in any low density residential area. .J::o 00 Golden Valley has only one vacant apart- ment lot available; the comprehensive plan designates only one modestly sized and three incidental areas for future multi-unit redevelopment. Golden Valley has an unknown number of affordable-sized lots currently linked to existing homes but potentially available for infill development. POTENTIAL POLICY IMPLICATIONS The City should continue and clarify its current policy of allowing scattered duplex lots in low density residential areas. SUGGESTED ACTION PLAN COMPONENTS The City should develop a set of criteria defining single family lots that are suitable for rezoning to duplex use. Given the lack of vacant land available for any type of development, the City should turn its attention to identifying already- developed sites that would be suitable for apartment development. The City should undertake a complete inventory of such lots, including the use of aerial photos, as-built surveys, and/or actual surveying crews to determine exactly which lots are currently eligible for marketing. The City should consider incentives to encourage owners to release the eligible lots for development. Golden Valley has an unknown number. of unplatted, oversized residential parcels that provide opportunities for more inten- sive residential development in the form of platted single family or duplex lots, or a variety of multifamily or PUD options. Golden Valley has some apartment or PUD developments that might be con- sidered as underused, though a cursory review of those sites indicates that in most cases there are sound environ- mental reasons for the current level of use. . The City should consider a policy of denying any comprehensive plan amend- ments affecting the residential designation of these parcels - except for amending to a higher density of residential use - unless there is compelling evidenced that a speci- fic site is no longer suitable for any level of residential use, or that there is an over- riding community need for a proposed alternative designation. . The City should explore and evaluate low cost options in manufactured/modular homes or alternative construction methods, and encourage their use on the eligible lots providing that such options are sturdy and reasonably similar in 'appearance to stick- built homes. The City should compile a complete inventory of such parcels. The City should identify options for new streets to open up some parcels for subdi- vision as single family lots; this may have to include options for "banking" some parcels until neighboring ones come on the market, and/or "temporary variances" on the original homes. On the land use plan map, Golden Valley should identify parcels that are appropriate for apartment or PUD redevelopment rather than single family lots, or should at minimum establish a policy framework for making such decisions as parcels come up for individual consideration. The City should investigate the possibility of establishing more specific criteria for preferred apartment or PUD rezoning proposals in conjunction with the above. The City should consider undertaking a more extensive environmental review to determine whether remediation measures that would allow additional development could be undertaken in a cost-effective way. . . Older, nonresidential uses at some loca- tions around Golden Valley are in conflict with surrounding residential neighborhoods. U1 (:) There are some underused, nonresiden- tial properties that could be partially converted for residential development without unduly disrupting the existing site activity. Some of Golden Valley's existing multi- unit housing developments are in loca- tions with no specific long-term future use indicated on the City's comprehen- sive plan map. The locations in question are labeled on the map as "study areas" and unwritten policy has been to defer to officially adopted -- but separate - redevelopment plans for those areas. The flat, four-Iots-per-acre maximum for low density residential uses as specified in the comprehensive plan fails to take into account existing conditions, which . . The City should consider undertaking a study to determine the structural viability of the lower density developments, to see whether some might reasonably be targeted for demolition and highel' density redevelopment if funding becomes available. The City should maintain and re- emphasize its current policy of protecting the integrity and desirability of residential neighborhoods. The City should seriously investigate creative options for buying out such uses and redeveloping the site residentially. The City should redesignate qualifying sites on the land use plan map, or at minimum should establish a policy framework for determining whether a particular site would be eligible for buyout. The City should conduct a study to identify such sites, or at minimum should establish a policy framework for evalu- ating proposals regarding such sites as they come up. The City should incorporate the uses from the redevelopment plans into the next comprehensive plan map update, or at minimum should include clear direction as to the appropriate alternative document to consult. The City should revisit the concept of "low density" and attempt to more clearly delineate what it encompasses. include several single family neighbor- hoods with lots at higher densities as well as neighborhoods with scattered clusters of duplex units intermingled with detached homes. The current comprehensive plan targets two existing multi-unit developments for future conversion to other uses. The City should reconsider one or both of the sites in view of Livable Communities obligation, to determine whether their residential designation might be reinstated. U'1 .... . . . , , . . . APPENDIX A: SUMMARY LISTING OF GOAL, OBJECTIVE, ACTION AND POLICY STATEMENTS IN EXISTING (1982) HOUSING PLAN Housing Goal: Provide housing opportunities for citizens of all ages and income level, without discrimination, while maintaining a diversity of high quality living environments throug..h imaginative and sound planning principals. Objectives Promote the preservation and upgrading of the existing residential housing stock in the City. Encourage a sufficient variety of housing types and designs to allow all people a housing choice. . The City shall promote the use of available programs, funds and planning approaches in order to provide housing opportunities at a cost individuals and families can afford without compromising essential needs. Attention shall be given to housing needs of the elderly, minorities, handicapped persons, and families with young children. The City will encourage equal opportunity in the area of home ownership and renting. Actions Define various approaches and/or incentives to promote a "City Beautification Program" in the City. Investigate the City option of offering deferred assessments for Golden Valley residents making property (home) improvements. Determine the approximate numbers of homes expected to be rehabilitated over the next 3 and 10 years. Also include the number of dollars (average) needed to achieve the above number. Define and delineate those areas of the City in immediate need of rehabilitation. . Target these areas (neighborhoods) for use of federal and state funds. A-I . . Require disclosure of any major defects in a home at the time of sale. . Evaluate federal and state programs to determine their suitability for use in Golden Valley. Review the City's existing land use regulations and minimum standards. Encourage energy efficient housing such as earth sheltered or solar designs. Policies The City shall promote, when and where necessary, the rehabilitation and/or redevelopment of identified and designated substandard residential units or areas. As a standard for determining whether a house is in need of improvements or beyond repair, the City shall adopt the Section 8 Housing Quality Standards used by HUD to determine a residential unit's acceptability for habitation. The City shall promote utilization of federally allocated Community Development Block Grant funds for the purpose of revitalizing residential neighborhoods targeted for substantial rehabilitation. . The City H.R.A. may use its legal authority under "eminent domain" to condemn and remove substandard housing for which rehabilitation has been determined economically unfeasible. The City shall encourage design and planning innovations in housing construction and residential land use development. The City shall encourage a diversity of newly constructed housing. The City will continue to offer, as an alternative to conventional land subdivision, the development of Planned Unit Developments (PUD's), which allow the City to be more flexible in site design and density requirements. The City will promote the development of multi-family dwellings. The City shall attempt to obtain, when available, all applicable state and federal housing funds designed to maximize opportunity of providing a variety of housing types, costs, and densities. The City shall encourage future low and moderate income subsidized housing construction to serve all segments ,of the population in need of such housing, notably those individuals operating on fixed incomes and having specialized housing needs. . . . . . . The City recognizes that the Metropolitan Council has established fair share and full share housing goals for provision of low and moderate income housing opportunities in Golden Valley through 1990. The City questions the reality of the numbers in relation to developable land. However, the City will continue to work toward achieving these goals as land and financial opportunities become available. The City recognizes that the Metropolitan Council has established a fair share goal for construction of new modest cost unsubsidized housing units in Golden Valley through 1990. The City questions the reality of the number in relation to developable land. However, the City will continue to work toward achieving this goal as land and financial opportunities become available. The City shall encourage a diversity of housing for all people, regardless of ethnic background, age, income level, sex, and religion. The City shall enforce City Ordinance Sec. 170.025, Subd. 1: State Statutes respecting unfair discrimination practices incorporated by reference -- Human Rights Commission. The City Human Rights Commission shall work with developers, as well as continue its role in the no fault grievance process, to assure achievement of this objective. A-3 . SUMMARY OF SUGGESTED CHANGES TO EXISTING GOAL, OBJECTIVE, ACTION AND POLICY STATEMENTS HOllsiRg Geal: Provide hOl:lsing epporttmities for oitizens ef all ages :md inoome le'lol, v:ithout disorimination, while maintaining a ei'.'ersity of high quality living environments thr-etJgh imaginative and Gound planning (:JFincip3Is. Repetitive, ll17d better worded in its four component parts below. OiJjeGtiYes Housing Goals Promote the preservation and upgrading of the existing residential housing stock in the City. Encourage a sufficient variety of housing types and designs to allow all people a housing choice. The City sRall fromote the use of available programs, funds and planning . approaches in order to provide housing opportunities at a cost individuals and families can afford without compromising essential needs. Attention shall be given to hOl::lsing Reees of the eleerly, miRerities, handioap(:JeeJ (:Jersens, and families witR yel::lAg shildren. Various portions of the last sentence above either conflict with or overlap statements more appropriately made elsewhere. Tho City will Encourage equal opportunity in the area of home ownership and renting. AGtioRs Objectives All statements in this section should be reviewed carefully ll17d revised as necessary for clarity, timeliness, or specificity. Those that more accurately reflect policies rather thll17 objectives should be relocated. Define various approaches and/or incentives to promote a "City Beautification Program" in the City. Investigate the City option of offering deferred assessments for Golden Valley residents making property (home) improvements. . . , . Determine the 3pproxim3te numbOF& of hemes expected to bo reh3bilitated over the Flext 3 and 10 year-s. /\Iso include the number of dollars (3verage) needea to achie'Je the above number. Effort required to accurately compile above-identified data appears excessive in view of its limited potential usefulness. Define and delineate those areas of the City in immediate need of rehabilitation. Targetthese areas (neighborhoods) for use of federal and state funds. Require disclosure of any major defects in a home at the time of sale. Evaluate federal and state programs to determine their suitability for use in Golden Valley. Review the City's existing land use regulations and minimum standards. Encourage energy efficient housing such as earth sheltered or solar designs. Policies All statements in this section should be reviewed carefuUy and revised as necessary for . clarity, timeliness, or specificity. The Ci~' sRall pF9moto, wReR aRa '-':RefS necosEuary, the r~h3bilit3tion andJor r~de\'eI9pFFleRt of ideRtified aRe eesigRatee sl:lbstandaFd residential units or aFeos. This statement basically repeats a goal. As a standard for determining whether a house is in need of improvements or beyond repair, the City shall adopt the Section 8 Housing Quality Standards used by HUD to determine a residential unit's acceptability for habitation. The City shall promote utilization of federally allocated Community Development Block Grant funds for the purpose of revitalizing residential neighborhoods targeted for substantial rehabilitation. The City H.R./\. mtly s.!:lall use its legal authority under "eminent domain" to condemn and remove substandard housing for which rehabifitation has been determined economically unfeasible. The City shall encourage design and planning innovations in housing construction and residential land use development. . The City sRall encourage a eivers~' Gf Re'Nly constructed housing. This statement basically repeats a goal. A-5 , . The City wiU shall continue to offer, as an alternative to conventional land subdivision, the development of Planned Unit Developments (PUD's), which allow the City to be more flexible in site design and density requirements. . The City wiU shall promote the development of multi-family dwellings. The City shall attempt to obtain, when an appropriate development proposal is available, all applicable state and federal housing funds designed to maximize opportunity of providing a variety of housing types, costs, and densities. As currently stat~ this policy would guide staff to apply for any and all money that is available, which is somewhat unrealistic. The City shall encourago futlJFO Isw and moderato income subsidized housing constrl:lctien to serve all segments of the raef)l:Ilation in nood of such housin{:J, notably those indi~./iduals oporating sn fixed incomes and having specializod housin{:J nooas. This statement basically repeats a goal. The City Fece{:Jnizes that the Metmf)olitan COlJncil has established fair sh3r~ ana fl:lll SRaFe heusiR{:J goals for f)r.oYisisR sf low and moderato income Rel:lsing Opf)srtl:lRities iR GoldeR V-alley tRr.ol:lgR 1990. The City ql:lestions the Feality of . tRe Rl:Imbers in r.elation ts de'/elepable laRa. ""s':Je'Jer, the City will contiRl:Ie ta '::ark tewafd aSAie'JiRg those goals as laRa and financial epportunities Become a'lailaBle. The City r:esogRizes tRat tRe Metr.of)elitaR CelJncil has established a fair SRaFe gsal fer construction of net:: modest cost l:IRsubsidizea hel:lsing units in GoldeR V-alley ttm:Jugh 1999. The City Ell:lestisns the r~ality sf the numBer iR r~latien te developable land. Howe'ter, tAe City will ssntinue te ':!erk tG'NaFEi schie'/ing this geal as land ana finaRsial epportunities Become availaBle. The "fair share allocation" standards have been discontinued. The City sRall enGel:lFage a aiveFSity ef R91:1sing fer all peof)le, r~gardless of ethRic Bask gFel:lna, ago, income level, sex, ana r~ligion. This statement basica11y repeats a goal. The City shall enforse City OFEiinance SeG. 179.025, Sl:Ibd. 1: State Statl:ltes r.eSf)eGtiRg unfair discriminatien f)rilstices iRGoFfaeFated by r~fer~nce Hl:Iman Rights Cemmissien. There is no such code section today. The City Human Rights Commission shall work with developers, as well as continue its role in the no fault grievance process, to assure achievemeRt ef this objestive compliance with housing diversity and nondiscrimination goals. . " . .. . . , APPENDIX B: ANALYSIS OF AFFORDABLE-SIZED LOTS IN GOLDEN VALLEY Affordable housing in and around the Twin Cities became an issue of metropolitan concern in the 1970's. The state legislature charged the Metropolitan Council with the task of studying regional housing problems, establishing standards for afford- able housing, and monitoring the housing activities of Metro Area communities. Among Dther things, the Metro Council reviews and comments on local housing plans, which are required by law to include: · "standards, plans and programs for providing adequate housing opportunities to meet existing and projected local and regional housing needs, including but not limited to the use of official controls and land use planning to promote the availability of land for the development of low-and-moderate income housing." (MS 473.859, Subd. 2) In 1977, the Metro Council and the association of Metropolitan Municipalities jointly published a guide for local governments, called "Advisory Standards for Land Use Regulation." One of its recommendations for promoting affordable housing in accordance with state law was that: Within a community, a portion of lot sizes for single-family detached homes should be in the range of 6,000-8,000 square feet, or a corresponding density of five to seven units per acre. This standard is generally adequate to protect general welfare and safety, and should be considered for the adoption in all or portions of sewered communities." After reviewing this report and additional information from the Metro Council, neighboring communities, and general planning references, Golden Valley examined and made several changes to its existing land use regulations. Citywide minimum required lot size was reduced, but only to 10,000 square feet (from a previous minimum of 12,500 square feet). It is important to note that this minimum lot size applies only to lots that are newly created. City Code also specifies that "all lots located within an approved plat shall be regarded as buildable lots" (City Code Sec. 11.21, Subd. 5). This is where Golden Valley's early history comes into play. The City's oldest platted areas reflect lot sizes typical of old, walking-scale towns, with widths of 40- 75 feet each. These areas can be found at several locations around the City (Exhibit B-1), almost always along the old farm-to-market roads or easily accessible by Golden Valley's first rail line, which came through town from east to west back in the mid 'teens. B-1 .. ~ :! !! = I!!!!! ~ II!W1 ..... ~.... 8 ;..w~~~i -I .c~;)>... ~~..~~~~ 4-~W~d" a!~!,~~ f..5uc....A ~(B] EI c;: . . '(tJ:G CJ: ~ ~ : . . ' : ~ 5 I : : ' : il~i~:i,.. Ifi!M~_.. ! ~ I ~ ~ H ! S I ~ ~ i I ! ~ . . II l! ! 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I , I I I I I I I I , I I I , I I I I I ! ! ! ! ! I I ~ I ~ I H ! ~ I I I J I ! ! .. ~ JD ~ R_? . . .. -CI06C ~ - -ooa. -oac. -00". -ooc. -00'" o -.... : oon " - ~ ~. ~~-z -001lO -,.... -oX': -,,:..; " -t"A; -':.'t '" -z:. -elll w -- -.... -0':;2 -- -e.a -- -eM -- -,.:a -- -ClllU -ooca I c . . . . . Some of these areas have been lost by conversion to other uses. For example, parts of the Belmont and Lakeview Heights Additions were claimed as public park land after going through tax forfeiture. The Glenwood Addition was originally much more extensive than it is today, but poor early land use control resulted in blighting influences north of Hwy. 55, and City redevelopment efforts subsequently completed a conversion to productive industrial/office uses. Those areas that have remained residential have not developed on a uniform, lot- by-lot basis. There were always some purchasers who wanted to buy two or more adjacent lots for their own home site or for inheritance by their children or simply for investment purposes. By the 1950's, some of the most densely developed areas were experiencing problems with inadequate septic systems and/or contaminated wells. The City responded by dramatically increasing minimum required lot size for new subdivisions to 12,500 square feet and by declaring that adjacent small lots under common ownership were considered to be permanently linked together up to a point where they approached or met the new minimum size. Those provisions remained in City Code until the 1980's, taking Golden Valley all the way through its big growth boom. In 1995, realizing that many of the small lots in the City's older platted areas would meet Metro Council guidelines for afford ably-sized lots, staff undertook the task of determining just how many of those lots still exist. Reliable and precise dimensions were not always available and many of the lots are somewhat irregular in shape, so staffs analysis included lots with areas calculated at up to 8,500 , square feet, or 500 feet more than the upper end ofthe Metro Council range. Experience showed that staff calculations tended toward over-estimation of size rather than under-estimation, so this small extension of the recommended size range seemed fair. Staff also adopted two ways of looking at the number of lots meeting the identified range. "Theoretical supply" refers to the total number of affordably-sized lots that would be attained if each remaining residential lot were to be individually developed. "Current supply" is a smaller number that represents the number of lots actually in individual use today. The difference arises because of all the linked-lot groups in the affected areas. Where a home is associated with multiple lots in common ownership, the group as a whole becomes too large to qualify as affordably-sized, and thus is not a part of the current supply. Staff have not had the time or resources to determine precisely where the homes sit within such linked groups; a group cannot be broken apart if the home crosses or infringes on internal property lines. If the existing home were removed, however, or if a lot survey proved that the home was situated entirely within the setback limits of one lot in the group, then a willing property owner could sell each of the lots for individual development, so they are considered to be part of the theoretical supply. B-3 . . The staff analysis found a theoretical supply of 1,315 affordably-sized lots in Golden Valley (Exhibit B-2). In terms of current supply, the number drops to 445 lots, or about a third of the larger figure. The Metro Council guidelines do not specify how many of a City's lots should be affordably-sized. . Exhibit B-2 Subdivisions Containing Lots of 8,500 S.F. or Less Subdivision Date Platted Theoretical Current Supply Name Supply Lake View Hghts April 1911 233 187 Glenwood View May 1915 21 14 Winnetka April 1914 80 44 Boulevard Dec. 1913 68 12 Gardens Belmont Aug. 1915 337 53 Golden Valley Aug. 1926 51 3 Gardens Delphian Hghts May 1930 256 52 McNair Manor June 1923 105 38 Glenwood May 1915 164 42 . It is important to remember that these small lots are no longer being created today. Additionally, the number of lots that are currently or theoretically available today is less than when the areas were originally platted, due to conversion for nonresidential uses over time. In some areas, there is pressure for further conversion as the homes get older. If Golden Valley is to remain in compliance with the Metro Council guidelines for affordably-sized lots, the City may need to make a commitment toward preserving the lots that remain. This analysis has been very limited in scope to date. Before making any big decisions on the long-term future of Golden Valley's affordable-sized lots, it would be helpful to broaden the available data base. Are the lots in fact "affordable"? Are the existing homes on those lots also within a range affordable to households of low or moderate income? What is the structural condition of the homes? Are there some areas where attempting to preserve the lots in question would conflict with good planning principles? These are some of the questions that the City might want to ask. Golden Valley has affordable housing obligations to meet under state law; it makes sense to concentrate the City's efforts and resources where they are likely to yield the greatest result. . . . . . . APPENDIX C: BACKGROUND ON GOLDEN VALLEY'S AFFORDABLE HOUSING PROJECTS AND PROGRAMS Since the early 1970's, Golden Valley has participated in a number of projects or programs designed to promote affordable housing opportunities in the City. Most of these were targeted at the poorest segment of the population: the households that need public financial assistance on an ongoing basis. A few, however, have also benefited households that are generally self-sufficient but may need a little financial boost in order to get into their first home or keep a home that may have been bought in better times. Going back through City records, it has been possible to pull together a fairly complete picture of a dozen or so such efforts (Exhibit C-1) over the past twenty- five years. They include both successes and failures. It is hoped that a review of the highlights and pitfalls of past efforts will provide some useful tips on how to . guide future activities. This historical review has also shown the great extent to which Golden Valley's efforts have been affected by the changing political and economic climate at regional, state, and national levels. To put the City's housing efforts in perspective, a condensed history lesson is provided here in addition to the individual project and program summaries. The U.S. Department of Housing and Urban Development (HUD) has been a main source of housing funds since it was created in 1965. The earliest emphasis was on big cities, but by the late 1960's HUD was beginning to look at ways of dispersing subsidized housing into suburban areas. This was seen as a means of improving the economic climate of inner cities while at the same time providing more congenial surroundings for low and moderate income households. In order to better measure progress in housing efforts, congress in 1968 adopted specific 10-year goals for completion of new or rehabilitated housing units, both modest cost market-rate and subsidized. That same year saw the creation of the Section 236 subsidy program, which attempted to encourage more developers to get into construction of subsidized multi-family housing units by offering interest supplements on mortgages. A similar program, known as Section 202, had been in place since 1959 to spur the private development of rental housing for the elderly and handicapped. Congress also passed legislation to begin tying local development or redevelopment efforts into a broader, regional picture. To implement this measure, the U.S. Office of Management and Budget in 1969 issued a document known as "Circular A-95", which required that all local government applications for federal development funds of any kind had to be reviewed for conformity with area wide goals and policies adopted by a regional development agency. In the Twin Cities Metro Area, of course, the designated A-95 review agency was the Metro Council. C-l @ . · . .......--.-. I' .~ '(J ... .... t :~~~:~- ~~~(~(;;;~ ~~ 11 i~~./ ". ,~~\\J ~[Jl': .i~ ~. _ ;;:?> ': I ~~,,~ _...._-._-~ .....- II...... ')[ - -"- .~J i i ,,-' ~ - i \~ ~~ ._1 '~'.I ~.~. .... ~~\~-.. ;if J~).fl1l D ;irl2!'" !'oA'"L' ......_' ! ,1-- "'....- ~~~~ilk -b.-'-'-~ ~.., _ ~~~J' ~~l ~ \1'" (OJ ..... tl -lH .-.''') . -.., II :A l>.... - ~ - c:a. , I . '" VI J "^' lI' .... . gl "'1iir. f -"''oJ ~ ~ ~1l I !~ __ ~fl ~f Ilflllf....~ ~_,; ~ .......-1(- . al ..... Ir ID it r""'" -- '''",.... JI .-:r, _lOa _ .. .... \i I'" !I I . 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'Z ",.. . ,. __ .... __ .. .. cl ~.. -. -- ....-- ___""'\ 1/ 't T......~ 111..1) ..,;- v ~ 19 1 )( 111 ,. .. . . . . . .. . . In 1971, the Metro Council added the first housing element to its Metropolitan Development Guide. There had been growing concern about the increasing conc'entration of low income households in certain neighborhoods of Minneapolis and St. Paul, and about the increasing disparity between income and housing costs for many households throughout the area. A-95 review gave the Metro Council some leverage for encouraging suburban Metro area communities to seriously confront these issues. Specifically, the Metro Council established in Policy 1:3 of its 1971 Housing Development Guide that local applications for federal funding of any kind would be given lower approval recommendations if the community did not have adequate mechanisms in place for providing low and moderate income housing. At the state level, the Minnesota Housing Finance Agency (MHFA) was established in 1971 as well. It offered a variety of financial resources, including authority for cities to issue tax exempt bonds for housing construction and availability of direct grants or low interest loans for acquisition or rehabilitation of existing housing units or construction of new units. Golden Valley had begun working on a new comprehensive plan in 1970. There is strong indication in the record that the City had every intention of doing its best to address regional housing concerns. In November 1971 and January 1972, the Planning Commission discussed how the provision of low and moderate income housing could be accommodated in local planning efforts. In February 1972, the Human Rights Commission recommended holding an educational workshop for Golden Valley residents as well as elected and appointed officials, an idea that the City Council endorsed the following month. In April 1972, the Planning Commission asked staff to prepare a report on how Golden Valley's comprehen- sive plan could best incorporate regional issues in its goals and policies. Through late 1971 and early 1972, staff had received several inquiries from developers interested in finding suburban sites for Section 236 housing projects. In May 1972, the City Manager arranged for one such developer, Shelter Development Corporation, to make a presentation at a joint meeting of the City Council, Planning Commission, and Human Rights Commission. Following that meeting, at the City Council's request, both commissions came back with recommendations that Golden Valley should be receptive to low and moderate income housing development proposals; the Planning Commission noted that appropriate statements were being added to the goals and policies of the comprehensive plan. Unfortunately, Golden Valley collided head-on with the Metro Council's Policy 13 at about that same time. Facing a pressing need to meet demands for park and recreation facilities from a rapidly growing citizenry, the City had embarked on an . $800,000 park improvement program. To supplement local resources, application C-3 . .' '. was made in spring of 1972 for a federal grant of $140,000. The proposal was in conformity with Metro Council goals and policies for public open space. Nevertheless, on a vote of 7 to 5, the Metro Council invoked Policy 13 in its A-95 review and gave the grant application a poor recommendation because Golden Valley's low income housing goals and policies were not yet in place. . A Metro Council offer to hold its final decision for two or three months so Golden Valley could either complete its housing goal adoption process or make a firm commitment to at least one specific housing development proposal was viewed more as blackmail than as a constructive compromise, and was refused. The City even went so far as to consider filing a lawsuit. The City Attorney advised letting the matter drop, since there appeared to be solid state and federal backing for the Metro Council's position, and adverse publicity might unfairly paint Golden Valley as being opposed to addressing low and moderate income housing needs. In the end, Golden Valley settled for sending a three-page letter of protest to the federal grant agency involved. It is difficult to say today whether, or in what way, the Metro Council's action affected Golden Valley's attitude toward providing low and moderate income housing. Shelter Development Corporation came in with its application for the Dover Hill PUD project in August 1972. On more than one occasion, during the . hearing process, the developer felt a need to publicly deny accusations of colluding with the Metro Council to force the City's approval. At least one local newspaper editorial, while applauding the PUD approval in October 1972, belittled the City's action by relating it directly back to the Metro Council's "big stick". As a footnote, the City learned in December 1972 that the park improvement grant had been denied; there is nothing in the record to indicate how strongly the Metro Council's A-95 recommendation might have influenced this outcome. In a similar vein as the 1968 federal goal-setting legislation, the Metro Council in 1973 adopted a subsidized housing allocation plan, establishing fair share quotas for all Metro Area communities based on overall regional housing needs. These quotas were subsequently tied in with Policy 13 and the A-95 review process. In 1974, the Metro Council was authorized as a metropolitan HRA, giving it greater ability to actively assist in local housing efforts. Nationwide, 1974 saw the sharp curtailment of Section 236 funds and the creation of two other HUD funding programs. Section 8 housing assistance provided direct payments to owners of qualifying rental housing units on behalf of low and moderate income tenants. The Community Development Block Grant (CDBG) program provided money that could be used for development of low and moderate income housing units, elimination of blighted properties of all types, and various . other local improvement efforts designed primarily to benefit disadvantaged households. . . .. . . , , Golden Valley finally adopted the land use section of the l!pdated comprehensive plan, including housing goals and policies, in 1974. Using the PUD process to achieve higher residential densities. and requiring a portion of all residential developments to be affordable to low or moderate income households were two key points of the plan. That same year, the City's Human Rights Commission prepared a report on housing finance mechanisms that might work well for Golden Valley; recommendations included forming a City HRA, a possibility also raised in the Comprehensive Plan. The City investigated and discussed the local HRA option at great length without coming to agreement on its potential usefulness. In 1975, as an alternative to an HRA, the City council instead established a Housing and Community Development Commission. The new body lacked the powers of an HRA to condemn land, issue bonds, and employ a variety of other development tools, but was charged with addressing housing issues in general and with guiding the city's use of state or federal dollars for housing or other local improvements. Minnesota's 1976 Metropolitan Land Planning Act required all Metro Area local governments to adopt housing plans that included specific commitments to the provision of affordable housing. Again, the Metro Council was the designated oversight agency. Communities were given until 1980 to comply. That same year, Golden Valley once more ran afoul of Policy 13 during the Metro Council's annual A-95 review of CDSG applications. Along with Edina and St. Anthony, the City was cited as not having set adequate three-year goals toward its fair share quota of affordable housing; Plymouth was also in trouble, for making unsatisfactory progress toward already established goals. In contrast to the earlier experience, Golden Valley and the Metro Council came to terms without any loss of funding for the City. In fact, when HUD made additional bonus CDSG funds available that year, the City was at the head of the line to request money for its scattered-site housing project; the contribution that the project would make toward the City's fair share quota is clearly noted in the record. Also in 1976, the City's Administrative Assistant noted in a local newspaper article that a quarter of his job was involved in seeking out, applying for, and monitoring the expenditure of government grants for a variety of local projects. In the area of housing funds, he was assisted by a newly-established intern position with a salary paid through CDSG money. There were signs, though, of harder financial times to come. Annual population estimates prepared by the Metro Council showed that Golden Vailey had passed its peak and was beginning to decline; this would hurt the City because many sources of financing for local governments were tied to population size. At the same time, the cost of government was going up, due to economic inflation and to the City's general stage of development. C-5 , . In 1977, the Metro Council overhauled and expanded its 1972 housing policy plan in response to the 1976 state legislation. Policy 13 remained in the plan. Golden Valley continued to apply for, and receive, a variety of federal grants. For COBG alone, 1977-1981 would bring in annual amounts averaging around $150,000. The Calvary Square and Medley Park PUO's provided significant contributions to the housing quotas that kept the City clear of Policy 13. . By 1978, a signifICant amount of time was being spent on housing and other grant activities by the City Manager as well as the Administrative Assistant and the COBG-funded intern. The Golden Valley HRA was established that year. 1979 brought the onset of a major retrenchment to Golden Valley as the City adjusted to changing community needs and demands. State aid was decreasing as costs were increasing. The energy crisis was having a serious impact on vehicle- oriented city services such as police protection and street maintenance, as well as on the operation of city buildings. Other local priorities were edging out affordable housing. The Housing and Community Development Commission was disbanded, its duties divided between the HRA, the City Council, the Planning Commission, and the Human Rights Commission. The housing intern position was discontinued as use of COBG funds became more restricted. The Administrative Assistant left at the end of the year, and was not replaced in order to cut costs. . Other staff positions would be terminated as well. A visit from a HUD COBG oversight team in 1979 resulted in warnings that the City's grant records and documentation were very inadequate, the City needed to develop a better system to ensure the prompt expenditure of funds, and the City needed to be more careful to spend its grant money only on eligible activities. Nationwide, HUO was fighting against a wide range of intentional and unintentional abuses of CDBG funds and other financing tools that were meant to benefit low and moderate income people. Requirements for obtaining and using such funding were becoming more stringent as a result. In 1980, Golden Valley initiated another comprehensive plan update, as ordered by state law in 1976. The 1980 census showed that Golden Valley's population was down by 2500 people since 1970, though the number of households had increased. The City looked around and found itself 90% developed with significant development constraints affecting its remaining vacant land. Nationwide, the inflation of the 1970's was giving way to recession. Ronald Reagan was elected president. The early 1980's brought the elimination of some federal housing assistance programs, with sharp cutbacks and/or reorganization of others. Money from the state was also being cut back, due to budget shortfalls. The A-95 review process . was terminated in 1983 or 1984, reducing the Metro Council's ability to keep local governments focused on housing issues. Two of the three housing projects considered by Golden Valley in the mid 1980's failed. The Metro Council's 1985 " . . . , , housing policy plan acknowledged the changing times by eliminating the specific quotas for local provision of affordable housing. A version of the old Policy 13 was retained and renumbered as Policy 39, but with only limited authority behind it. There was no less concern about the plight of low and moderate income households, but it had become very difficult to address the problem at the local level. Golden.Valley was awarded a plaque from the Metro Council in 1985, recognizing its past contribution to rental housing for low and moderate income households, but affordable housing activities all but died out in the City between the late 1980's and the early 1990's. Today's leaner City staff no longer includes any grant experts or housing specialists. The two ongoing housing assistance programs are administered by agencies outside of City Hall. Construction costs remain high and the City has no easily developable land left for new projects. The Clinton adminis- tration has recently been providing more money for CDBG-eligible activities, but it still does not approach the buying power of that fund in the late 1970's. Long t~rm federal funding for low and moderate income housing remains in a state of uncertainty. Minnesota's Livable Communities Act of 1995 is the most recent attempt to refocus attention on affordable housing in the Metro Area, but it is not specifically directed at the poorest segment of the population. C-7 , I '. Dover Hill PUD Project . Time Frame: 1972-1975 Concept Development and Construction 1974-1988 Minimum Affordable Occupancy Period Administering Agency: The development is owned and managed by Shelter Development Corporation, subjectto requirements established by HUD for the Section 8 housing subsidy program. Funding Source: Funded by Section 236 guidelines of the National Housing Act of 1968. Financing occurred in the following manner: MHFA issued bonds to finance the mortgage, while HUD paid a monthly interest subsidy to the mortgage holder. The end result was a 1 % interest rate applied to the mortgage. This interest savings, in conjunction with a property tax abatement, is passed down to the resident in the form of low and moderate income housing. Thumbnail Description: Dover Hill consists of 234 units which cover 13.6 acres, equating to an overall density of 17.2 units per acre. Of these 234 units, 196 qualify for some form of rental assistance. The two types of assistance programs available are: controlled rent and deep subsidy. Controlled rent targets the working poor by providing a moderate subsidy. To qualify for this program . participants are required to pay approximately 30% of their income, as set by state rental rate guidelines. Deep subsidy focuses on meeting the needs of the poor. Residents who qualify pay a flat 30% of their gross income towards rent. Residents in both programs are required to be certified every year for eligibility. The Dover Hill complex contains a seven story mid-rise senior building with 122 one bedroom units, 14 of which are equipped to accommodate handicapped residents. Twelve buildings, two and three stories in height, are reserved for families, and equate to 112 apartments. Rental assistance of the complex is broken down in the following manner: 122 - one bedroom senior apts 48 - one bedroom apts 48 - two bedroom apts 16 - three bedroom apts 105 controlled rent, 17 deep subsidy 29 controlled rent, 19 deep subsidy 38 market rate, 8 controlled rent, 2 deep subsidy 16 deep subsidy Highlights/Pitfalls: The affordable housing initiative first made headway in Golden Valley in 1972 with the conception of Dover Hill. This project was designed to not only provide affordable housing, but to encourage age and economic diversity of its residents. Even with the merits of such a proposal, this . project faced many hurdles, from community opposition to the faltering financing status of the developer. ,. n ~. . . . The first proposal for Dover Hill came before the Council in June of 1972 from Shelter Development Corporation. Shelter was formed in 1970 through the combination of two privately held companies, Bor-son Construction and American Lumber. When Shelter first approached the Council the company was quickly gaining respect in the affordable housing field, with several large projects underway throughout the country. Following the Dover Hill proposal, Council sought the opinion of the Human Rights Commission (HRC) regarding the need for affordable housing in the community. After the review, HRC strongly supported this aim and saw it as a definite need for the City. Even with the support of Golden Valley's' HRC and League of Women Voters, Dover Hill faced many challenges. The first being neighborhood opposition to the proposal. With the development process underway, neighborhood opposition quickly grew. Residents feared declining property values, increased traffic, overburdened schools, environmental concerns, and improper land use (site was zoned light industrial). To address these concerns, studies were conducted by a City Planning Consultant, and the Metropolitan Council. The results of these studies were contradicting. The consultant concluded multi-family housing would not be in conformity to the existing plan, and the site would be inappropriate for this use. The Metropolitan Council, in its A-95 review process stated the site was appropriate for residential use based on review criteria, and further urged support. Upon release of these reports residents residing near the development area became increasingly more vocal in their opposition. On the other end of the spectrum, support for the project grew with community leaders and groups voicing their approval for the development. In response, the City held three public hearings before preliminary approval of Dover Hill on December 12, 1972. After seven months for preliminary approval,- Shelter strove to meet other stipulations set forth by the Section 236 program. One stumbling block came with acquiring mortgage insurance, both the Met Council and the area HUD office were required to approve in this process. The Met Council approved the insurance, however, the local HUD office rejected the request. To clear the matter up, the Federal HUD office stepped into render its interpretation, and finally mortgage insurance was approved for the development. On June 28, 1973, MHFA agreed to issue bonds for $5,798,489 and finance the Dover Hill mortgage. Only weeks after financing was approved the Minneapolis Star published articles on Shelter's financial status, their outlook was questionable. Shelter attributed its financial woes to high interest rates (10.8%), escalating costs, construction delays, reduced housing starts and a reduction in available government mortgage funds. With this finding brought to light, Canadian Construction and Development Corporation entered as a new partner in the project. Canada's President was Garrett G. Carlson, no newcomer to government-assisted developments. Carlson C-9 .~ was previously President and Chairman of the Board of the Shelter Corporation of America, the parent company of Shelter Development Corporation. Quoted in the press, Carlson stated the reasons for this joint venture were to add additional economic strength, and utilize his expertise in the development of Dover Hill. . After the entrance of a new partner, the project passed the following major benchmarks in July 1974: a performance and payment bond were issued and public safety concerns with regards to locks, doors, fire safety requirements were met. On July 15, 1974 the Dover Hill proposed plat and PUD were accepted and approved; nevertheless, reports indicate that construction had not begun by the end of August 1974 due to a lengthy plan review process required by the State. The remaining development information on the project remains somewhat sketchy; however, on July 1, 1975 Dover Hills' family units were available for occupancy, followed by the senior's complex which was ready on November 1, 1975. During the period of occupancy in September of 1975, the HRC brought to light apparent violations in the Management Agreement. These violations included: failure to hire a Social Director, to provide documents to the HRC in a timely fashion, to advertise in minority publications, to contact and inform minority groups of the development, to meet the deep subsidy requirements during the initial rental period, and to consistently attempt to rent to persons residing within . Golden Valley. To correct these problems the HRC wrote to Shelter Development Corporation both in September 1974 and in January 1975; no response was received. The matter was then brought before the City Council. From there the Council referred the issue to staff, who then informed the Council that the ManagemElnt Agreement was between HUD and the developer. Staff further advised the HRC to contact HUD first hand. Once the proper authorities were identified and contacted, the violations in the Management Agreement were corrected by the spring of 1976. . Prospects for the Future: Dover Hill's original period of affordability ran through 1974, after which an agreement is to be reached every five years. In speaking with Dover Hill management, they hope to see the development continue in its pursuit of providing affordable housing. However, they caution that changes in legislation could force them to seek other alternatives for the property. Yet, with the need for this type of housing, management doesn't foresee any changes in legislation in the near future. This need is apparent in the deep subsidy units which have the following waiting lists: one bedroom/two year wait, two bedrooml five year wait, and three bedroom/one year wait. Currently, there is no waiting list for the controlled rent apartments. . . . . Single Family Home Rehabilitation Program Time Frame: 1975-1995 (and Ongoing) Administering Agency: Hennepin County, through an agreement with the City of Golden Valley, uses federal grant money allocated annually to the City; program controls must conform to requirements of the U. S. Department of Housing and Urban Llevelopment (HUD). Funding Source: Community Development Block Grant (CDBG) Thumbnail description: This program is designed to help low income households with basic home repair and maintenance. The money covers such items as reroofing, residing, new insulation, plumbing or wiring improvements, replacement of furnace or water heater, and handicap accessibility improvements. Many of the Golden Valley recipients are senior citizens or single-parent families. Funds are categorized as a "deferred loan"; if recipients remain in the home for' the full term of the loan, then the amount is erased from the books without repayment, but if they sell the home before the loan term expires then they must repay the full amount out of the proceeds of the sale. Highlights/Pitfalls: Since CDBG money first became available in 1975, Golden Valley has committed a total of $620,000 to this program, thirty percent of all COBG dollars received over the years. When Golden Valley first began the program, the actual loan money came from the Minnesota Housing Finance Agency, while the City's CDBG money was spent on staff costs of publicizing the program and pre-screening the applicants. At that time, individual loans were capped at $5000 and forgiven after six years. At times during the past two decades, this program has represented the only annual financial commitment to affordable housing in Golden Valley. On the other hand, there was also a period in the late 1980's when the funding was cut off for several years. The total CDBG allocation for Golden Valley during those years was sharply reduced from previous levels, and other CDBG-eligible activities were in strong competition for the remaining dollars. At the same time, a loophole in the program allowed one self-employed individual to obtain money for repairs on a home that was valued considerably higher than any others in the program, causing concern about the adequacy of program controls. Given the obvious need for the program, and the anomalous nature of the described incident, funding was restored by the early 1990's. In recent years the money has provided improvements for four to eight homes per year. For 1996, several administrative changes will be implemented. The most significant changes are: 1) the lien period for 0% deferred loans (maximum $15,000) will be extended from 15 years to 30 years and 2) for families with incomes greater than 50 percent of the area median income ($25,000 for a family of four) the loans will C-ll bear 3% simple interest for 10 years and have a 30-year lien. An extra $5000 can be added for handicap accessibility improvements. These changes are due to current funding limitations and a need to more effectively serve the working poor. Prospects For The Future: CDBG funding increased for the past three years, and now has dropped somewhat for 1996, after several years of sharply reduced availabUity. The long-term future of this federal funding source remains uncertain, with var:ious political factions arguing yearly for cutbacks or outright termination. No replacement funding for the single family home rehab program has been identified to compensate for any CDBG loss. Meanwhile, Golden Valley's aging housing stock means that increasing numbers of homes are at or approaching a point where they need basic maintenance. At the same time, increasing numbers of single-parent and senior citizen households are in a position of not being able to afford such basic maintenance. ,. 11) . . . .' . . . , . Scattered Site Housing Project Time Frame: 1976 - Aug 1981 Concept Development and Construction Sept 1981 - Feb 2001 Minimum Affordable Occupancy Period Administering Agency: The units are owned by Shelter Development Corporation, a private housing provider. They are managed by the staff of Dover Hills, which is owned by the same corporation. They are subject to requirements established by HUD for the Section 8 housing subsidy program. Funding Source: Golden Valley used $129,500 in CDSG money to buy land, which was then transferred to the developer for $1.00. Construction was financed primarily through tax exempt Housing Development Sonds issued by a specially- created front for the HRA, known as the Golden Valley Housing Finance Corporation. Bonds were in the amount of $386,000, which included capitalized interest. There was also $35,000 of developer's equity and $42,000 listed in th.e record as "fees paid by other than cash". Rents are paid through HUD's Section 8 program. Thumbnail Description: The project consists of eight, three-bedroom townhouse-style rental units at two locations, Hwy. 100 near Scott Avenue (duplex) and Douglas Drive near Sandburg Lane (duplex and four-plex). Six of the units are available to any low-income families and two are specially designed to accommodate mobility-impaired individuals and their personal attendants. Highlights/Pitfalls: In 1976, HUD awarded CDBG "bonus funds" to the Twin Cities Metro Area as one of seven urban regions nationwide to have implemented an outstanding Housing Opportunity Plan. The Metro Council established guidelines for how the money would be awarded among local governments. One priority was projects that would provide housing suitable for large families, in a neighborhood setting rather than a high-density apartment environment. This was a relatively new concept at the time. The Shelter Development Corporation, developer of the City's Dover Hill project, joined with Golden Valley in submitting a proposal for twelve townhouse units to be constructed at three scattered locations yet to be determined. The units were to be in the form of a six-plex, a four-plex, and a duplex. The developer applied for a HUO Section 8 rental contract. Golden Valley applied for $90,000 of the COSG bonus funds to reduce land acquisition costs. The City did not have its own HRA then, so arrangements had to be made for using the Metro Council's HRA as the designated authority for the land cost write-down. C-13 , ' In April 1977, the proposal was awarded top ranking among eight bonus fund applications received by the Metro Council. With this backing, HUD approval was also expected. Staff began to consider siting options. Even with CDBG assistance, the financing would be tight, so only vacant land could be considered. In January 1978, a list of potential sites was turned over to the City's Housing and Community Development Commission (HCDC) for review. . In July.1978, the newly created Golden Valley HRA was authorized by the City Council to begin land acquisition activities. With the local HRA up and running, there would no longer be a need for the Metro HRA to handle acquisition, though it would continue to be involved in other aspects of the development process. At this time, there were five locations under consideration: 1) Hwy. 100 and Scott Avenue, 2) Hwy. 100 and Lindsay Avenue, 3) Plymouth and Gettysburg Avenues, 4) Plymouth and Boone Avenues, and 5) Douglas Drive and Sandburg Lane. Because the site selection process was taking so long, the City had to request an extension of the bonus funding guarantee, which would otherwise expire that fall. Site analysis included neighborhood meetings, soil tests, comments from various City boards and commissions, and professional land appraisals. A planning consultant was called in to evaluate each site in terms of existing use, location, size/shape, relationship to adjacent uses, and conformity to the comprehensive . plan. HUD siting guidelines also had to be considered. Staff and the HCDC set up four neighborhood review meetings in August 1978 (there was a joint meeting for the two Plymouth Avenue sites). Staff wanted to emphasize the fact that the housing would be privately owned and managed and therefore would not be like "public housing projects". A total of 370 households were notified of the various neighborhood meetings, and 68 local residents attended one meeting or another. Each meeting lasted about two hours, and similar concerns kept coming up: property value decline, inadequate maintenance, "undesirables" coming into the neighborhood, and future loss of control if the original developer should later sell out to a less capable owner. After all meetings had been held, only the neighborhood around Hwy. 100 and Lindsay Avenue appeared to be unalterably opposed to the concept. Based on that opposition, the site was dropped from further consideration. The site at Plymouth and Boone was also dropped due to general unsuitability, leaving only the minimum required three sites. At about the same time, similar proposals in Edina and Robbinsdale were completely derailed due to local opposition. An editorial in the Golden Valley Post applauded Golden Valley and its residents, stating "the scene was a calm, intelligent discussion of the facts which resulted in a satisfactory solution for both sides." Of the three affected neighborhoods, the . editorial noted "(w)hile they may not greet subsidized housing with open arms, they are willing to accept subsidized housing in their neighborhoods provided the City maintains some control over the property." . . . . . In March 1979 it was discovered that the site at Plymouth and Gettysburg, which was intended for the six-plex, might require prohibitively expensive pilings in order to stabilize the building. A search for a replacement site was initiated. The City also looked into the possibility of using additional CDBG money for soil correction. HUD gave its approval to the Douglas Drive and Hwy 100 sites in June, but voiced serious concerns about the Plymouth Avenue site before finally approving it in July. : Throughout 1979, staff turnover in the regional HUD office resulted in paperwork delays for several aspects of the project. There are indications that federal budget cuts were making it difficult for HUD to meet all of its housing assistance commitments. There were also problems with the preferred construction financing mechanism of Housing Development Bonds (which would later evolve into Housing Revenue Bonds); the exact nature of the difficulty is no longer clear. By September 1979, it was obvious that construction would be delayed through yet another winter, and a second bonus funding extension would be needed. In classic "straw that broke the camel's back" style, an independent appraiser for the Plymouth Avenue site declared that its highest and best use was industrial, in keeping with existing adjacent uses, rather than residential as it was zoned. This pushed the valuation of the land far above the amount of funding that was available. The site would have to be dropped. Attempts to find a substitute site had failed. In February 1980, the City agreed to increase the Douglas Drive site to six units instead of the originally planned four in partial compensation for the loss of the six-plex, but the other four units from the Plymouth Avenue site could not be relocated. The Douglas Drive neighborhood was not happy about the last-minute increase in density, but under the zoning code the site was more than adequate in size for six units. Later that year, when the City granted necessary variances for multiple buildings on a lot and for a reduction in garage space, the Board of Zoning Appeals would condition its approvals on a requirement that "no further development be allowed to the rear area of the property," which abutted single- family lots. This provided some reassurance to the neighbors that there would be no additional unit increases in the future. By August 1980, the HRA had finally completed acquisition of the two development sites. Due to increases in other project-related costs, the original CDBG bonus amount had to be augmented by an additional $39,500 of CDBG money in order to fully cover acquisition costs instead of providing just a partial write-down as originally planned. Among other conditions of the land transfer, the City required that neighborhood representatives be included in the site design and management plan development processes. The Human Rights Commission would review the management plan prior to its approval, to ensure fairness in the policies and practices it established. C-15 The developer had until September 1981 to complete the project. Construction financing had remained a concern until the Golden Valley State Bank stepped in with an offer to buy the housing bonds at a 10.75% interest rate in mid-1980. Unfortunately, project details were not finalized until too late in the year for construction to begin. In January 1981, the bank agreed to honor its commitment at the earlier-established interest rate despite the fact that runaway inflation had pushed current rates well above that figure. The developer would not have been able to repay the bonds at a higher rate, and the project would have died. As it was, building permits were issued in February 1981 and the first families finally moved into the eight new units by the September deadline. Prospects for the Future: As with the Dover Hill project, Shelter Corporation would probably be interested in extending the HUD Section 8 contract beyond February 2001 provided that the property continues to support itself adequately and Section 8 owner requirements remain reasonable. . . . . . . . . . , Calvary Square Senior High Rise PUD Project Time Frame: Jan .1977 - Oct 1981 Concept Development and Construction Oct 1981 - 2001 Minimum Affordable Occupancy Period Administering Agency: The rental apartments are owned and managed by Calvary Community Services, Inc. (CCS), a nonprofit affiliate of Calvary Lutheran Church,'subject to HUD's Section 8 subsidy program requirements. Funding Source: It is difficult to pin down a precise attribution of land acquisition costs for this project because it was only a part of coordinated Valley Square redevelopment activities. Overall land assembly included buying seventeen residential properties, relocating the homeowners, removing the homes and other related structures, and ripping out old Rhode Island Avenue. After establishing the right-of-way for new Rhode Island, Golden Valley sold off the bulk of the remaining area to CCS at vacant land prices and contributed an additional $125,000 of CDSG money to help lower the cost even further. CCS obtained construction financing through HUD's Section 202 program, and has an ongoing Section 8 rental subsidy contract. Thumbnail Description: This senior housing complex has one wing containing 80 subsidized rental apartments for low income households and another wing with 120 market rate co-operative units. Connecting the two is an area containing jointly used facilities including a congregate dining room, meeting rooms, social service director's office, health office, and barber/beauty shop. All of the subsidized apartments have one bedroom. The entire building is barrier-free for the mobility impaired and five of the subsidized units are specially equipped for physically handicapped tenants. This is the only successful subsidized housing project in Golden Valley to involve buyout and relocation of a sizable number of previous property owners. It was financially feasible only because the street relocation already required the property acquisitions, so the attendant costs did not have to be fully borne by the housing project. Highlights/Pitfalls: As early as 1973, the City's comprehensive plan stated that "[a]n ideal site for elderly housing in the Village is in the vicinity of the Civic Center Complex. This area provides a vast array of urban services, including shopping, library,. bus transportation, nearby open space and in general a level of activity that serves both a diversity of interest and accommodates the residents basic needs." The plan also noted that higher densities were common for such developments and that lower parking requirements were justified. In January 1977, when officials from Calvary first approached the City Council to explore the feasibility of the project, the intended site was to the south of the church, across Golden Valley Road. Calvary owned the land where the Valley Square Office Center would later be built. With assistance form the Ebenezer C-17 , . Home Society, the church was developing a concept that included prepared meals and on-site resident care. . In January 1978, the report of the first Valley Square Commission was made public. Among other things, it discussed traffic increases that were expected to occur on Rhode Island Avenue if a ring road concept was implemented, linking a then dead-end Rhode Island to Winnetka Avenue near the railroad tracks. The Commission concluded that continuation of the existing single family uses lining both sides on Rhode Island would be undesirable if the street connection were built. At the same time, the residential lots were not deep enough to reasonably allow for any other type of redevelopment. The Commission recommended realigning Rhode Island to the west so it directly abutted the civic center campus, and combining the remaining lots, partial lots, and vacated original right-of-way into a single development parcel adjacent to the church. The Calvary organization was specifically cited as a highly probably developer if the land could be assembled in such a fashion. Rhode Island Avenue homeowners immediately sent a joint letter of protest to the City Council about this proposal. The Council voted to proceed with the street realignment in May 1978. An agree- . ment was signed between city and church, establishing Calvary as purchaser of the excess land. Nineteen homes were involved, one of which had been owned by Calvary for several years. Seventeen of the others would be acquired by the end of the year. The owner of the eighteenth would end up donating his property to Calvary in February 1979. Meanwhile, the HRA was established in June 1978, with Valley Square redevelop- ment activities as its primary motivating force. The Valley Square Redevelopment Plan was adopted in July. It indicated a "senior citizen hig~ rise" to be built on the bulk of the excess Rhode Island Avenue land, with general institutional use of approximately the northerly one-quarter of the area involved. The Planning Commission opposed the entire plan, on principle, feeling that the Council had usurped the role properly assigned to the Commission by excluding the group from the plan development process. Old Rhode Island Avenue was vacated in July 1979, when construction began on the new street segment. Calvary, though its newly established affiliate agency CCS, applied to both HUD and MHFA for financing of the senior housing project. The Golden Valley Post noted that the combination of a subsidized rental project sharing services with a market rate co-operative was receiving national interest as a new and innovative concept. HUD committed to construction financing and . reservation of Section 8 subsidies for the 80 rental units in October 1979. CCS submitted its PUD application in February 1980. With few residential uses remaining in close proximity to the site, neighborhood opposition was limited, C-18 . . . . . . . though intense. The Planning Commission also remained a strong opponent throughout the application process. At the preliminary plan stage, the Commissioners and four neighbors registered concerns about the eleven-story height of the co-op wing of the proposed structure and the legality of a government body working so closely with a religious institution. The Planning Commission on a six-to-one vote recommended denial of the application, citing too much density and too tall a structure; an alternative recommendation was unanimously approved, that the structure be no taller than seven stories as indicated on a previous design sketch and that the number of housing units be reduced to a point where all parking requirements could be fully met. In April 1980, the City Council approved the preliminary plans without the Planning Commission's recommended changes. Because two Council members also belonged to the Calvary congregation, the City Attorney was asked to rule on conflict of interest. The City already had a policy in place for such situations, and the attorney found no conflict. One of the church members abstained anyway, but the other joined in the unanimous vote of approval. . In July 1980, the Golden Valley Post published a detailed statement by one of the opposing neighbors. The City Planning Director was accused of under-the-table dealing with Calvary. The City Attorney was accused of making an incorrect conflict of interest ruling. The Council/HRA was accused of conducting an inappropriate land sale. CCS was accused of bait-and-switch tactics because early designs had been for a seven story building but the actua! application asked for eleven stories. A rebuttal from the Mayor was published the following month. Also in August, CCS went back to the Planning Commission with detailed development plans. A second Planning Commission hearing was unusual for a PUD, and may have been related to the earlier negative recommendation. The Commission unanimously recommended denial of the proposal based on the same concerns as cited earlier. Because of the significant departure from normal parking requirements, the proposal was sent on to the Board of Zoning Appeals (BZA) for a ruling. CCS was unable to answer several Board questions regarding future use of the rest of the Calvary site and overall parking concerns. The BZA denied the requested parking waiver. At the final City Council hearing on the matter in September, all of the earlier issues came up again. The entire Planning Commission was present at the Council's request, and argued strongly over density and parking issues. Also, the human rights angle was raised; it was suggested that having "Calvary" in the name of the development might be discriminatory because of its Christian connotation and that the provision of private patios for some but not all units was also discriminatory. Two neighbors spoke against the proposal. On the other hand, several speakers, most of whom identified themselves as both Golden Valley residents and Calvary Church members, thanked the Council for supporting the development. C-19 . . . . . Several Council members noted that higher residential densities were a sign of the changing times. Based on extensive studies of parking at similar existing developments, and on a Calvary proposal for cross-parking agreements between the church, the high rise, and the Valley Square Office Center, the Council instructed the BZA to reconsider the parking waiver. The Human Rights Commission was assigned to review the management plan for the subsidized portion .of the project and ensure that it reflected fair polices and practices. Subject to BZA approval on the parking issue, the Council gave the project a unanimous vote of approval. The Minneapolis Star offered the opinion that the Planning Commission's ongoing opposition to the project stemmed at least in part from the Council's early involvement and from the impression made at the Planning Commission hearings by CCS presenters, who were not well prepared and seemed to take Council approval for granted. On reconsideration, the BZA approved the parking waiver. A building permit of the rental wing of the project was issued before the end of September. The co- operative wing was to follow at a later time. Six months before the 80 subsidized apartments opened in October 1981, CCS already had a waiting list of 338 elderly couples of singles who wanted to apply for admittance. About 30% were currently living in zip code areas 55422 and 55427, covering most of Golden . Valley along with portions of Crystal, New Hope, and Robbinsdale. Prospects for the Future: Unknown. Calvary failed to respond to phone calls and written information requests over a three week period. . . Medley Park Townhouse PUD Project Time Frame: Mar 1980 - Dec 1982 Concept Development and Construction Dec 1982 - Dec 2002 Minimum Affordable Occupancy Period Administering Agency: The subsidized rental portion of the project is owned and managed by Bar-Son Investment Properties Corporation, subject to requirements established by the U.S. Department of Housing and Urban Development (HUD) for the Section 8 housing subsidy program. Funding Source: Detailed financial records were cleared from the City's files after bonds were fully paid off in 1993, signifying the end of the City's financial interest in the site. It is known that Golden Valley supplied $313,000 of Community Development Block Grant (CDBG) money and issued $360,000 in tax exempt general obligation bonds. The amount of developer's equity is unknown, as well as any possible contributions from other state or federal programs. . Thumbnail Description: A sixty-unit townhouse development on 8.5 acres of land at Mendelssohn and Hillsboro Avenues. The easterly 5.5 acres, containing 30 market rate ownership units and an on-site drainage pond, has taken on a separate identity as "Pheasant Glen". The westerly three acres with its 30 Section 8 rental units is still known as Medley Park. One of the rental units is fully handicapped accessible, and one is a four-bedroom unit reserved for large families; the other rental units have two or three bedrooms apiece. All are deep subsidy units at this time, reserved for low income households. Highlights/Pitfalls: As far as the permanent record is concerned, this project first came to the City's attention in March 1980, when the Minnesota Housing Finance Agency (MHFA) sent out a notice of application for funding. A private developer proposed to put 37 Section 8 townhouse units on three acres of vacant land at Mendelssohn and Hillsboro Avenues. The City had targeted the site for market rate apartments in a 1979 planning study. In May 1980, the MHFA notified Golden Valley that the townhouse proposal had been selected for funding, at a slightly reduced density of 32 units. In August, the developer applied to the City for Planned Unit Development (PUD) designation. The City denied the application in November, on the grounds that the density was still too high and that the City's policy was to require a mix of subsidized and market rate units in PUD's. Neighbors in the King's Valley PUD to the south had also opposed the project, citing traffic congestion, too little on-site parking and storage, inadequate adjacent shopping and bus service, drainage problems, and too many children with no place to play. . C-21 , . After some internal reorganization, the developer returned in July 1981 with an expanded proposal. In addition to the original three acres, the proposed PUD incorporated four acres of the previously approved but never completed Galant PUD lying immediately east of the site. Drainage would be provided on a one- and-a-half acre tax forfeit parcel at the lowest corner of the newly combined site. There would be a total of 64 townhouse units, with 30 set aside for Section 8 rental.and 34 to be sold at modest cost with federally backed, low-interest mortgages. . The developer met with neighbors from King's Valley and from the completed portion of Galant before any public hearings took place. Several plan modifications were made in response to neighbor concerns. Preliminary PUD approval was granted by the City Council in August 1981. In February 1982 the HRA approved a contribution of $392,000 in CDSG money for the project, and agreed to cover another $275,000 in project expenses through bonds to be paid off by establishing a 15-year Tax Increment Financing (TIF) Housing District for the project. The money would be used for buying down land costs, buying down high construction financing costs, providing adequate drainage, and installing sidewalks, landscaping, and upgraded structural details. It was the City's first experience with a residential TIF district, and there were . concerns about whether it would work, but the HRA was equally concerned that the project might fall apart without it. Paying for capitalized interest on the bonds pushed the bond issue up to $360,000. On the other hand, CDSG expenditures would ultimately top out at almost $80,000 less than the amount allocated. A special HUD waiver had to be obtained in order to use the CDSG money at all, since regulations limited it to projects primarily benefiting low income households. The City also got a HUD waiver to allow the developer to undertake construction of public improvements such as the drainage system and sidewalks, which would normally have had to be publicly bid; this allowed significant savings in the cost of those items. The City Council gave final approval to the Medley Park PUD in April 1982, subject to the signing of a development agreement. Some King's Valley neighbors continued to protest over such issues as loss of wildlife habitat, drainage, traffic, the public financing of the project, and the developer's refusal to mix the subsidized units in among the market rate. ones. Council members responded by saying they felt that the various issues had been handled as well as possible, and that other legally allowable uses for the site - such as the apartment buildings that were recommended back in 1979 - would probably have been developed less carefully because they would require less City involvement. . ,. ,,,, . . . . . Then the developer refused to sign the development agreement, due to a penalty clause requiring forfeiture of the land back to the HRA if the market-rate portion of the development was not in place within five years. Each side felt it had to retain long-term control over the land in order to protect its investment. With a construction start deadline of August 1 for the rental units in order to keep the Section 8 designation, negotiations over the disputed development agreement clause dragged on for two months. The developer finally conceded. Groundbreaking occurred at the end of July 1982. Despite heavy rains in the fall, the first 16 rental units were ready for occupancy by December, with the remainder filling up in early 1983. Construction of the ownership units did not begin until the summer of 1983, and then continued in stages over several years. Records indicate concern over steadily increasing construction costs; it is not clear whether the sale price of the units as built was low enough to qualify for the originally intended low interest mortgages. Although there were some years in which the TIF district generated less money than projected, it performed well enough for the City to twice allow a reduction in the total number of ownership units that had to be built. In fact, the developer was able to payoff the full bond debt in less than the fifteen years that the TIF district could have run. Prospects for the Future: Based on tax record valuations, the ownership units in Medley Park would still be considered "affordable" today for the purposes of the Livable Communities program, and might even qualify for low interest, first-time homebuyers loans; how far into the future that might continue is entirely dependent on the housing market. The Section 8 rental units are no longer subject to any affordability requirements linked to their original financing. Bor-Son currently holds a HUD contract through 2002, with a guaranteed option to extend for another ten years at that point. A representative of the corporation has indicated a strong likelihood of exercising that option. C-23 . . Ewald Site - Early Efforts . Time Frame: May 1981 - Jul1988 Concept Development Administering Agency: NA Funding Source: Golden Valley spent $55,000 in Community Development Block Grant (CDBG) money to acquire the property. Other terms of financing changed several times as proposals were discarded or amended. Additional City costs were incurred in the form of legal fees, site clearance, a deposit to reserve low-interest mortgage money, a court settlement, and other miscellaneous activities. Thumbnail Description: The site is approximately one acre in size, comprising somewhat less than half of the old Ewald Dairy property which spanned the Golden Valley/Minneapolis border at Golden Valley Road. In the course of these early efforts, the project progressed from subsidized units to market rate, to modest cost market rate. Density went from twenty units down to four. Type of development went from townhouse to detached single family. Highlights/Pitfalls: The Ewald Brothers Dairy Co. had been a fixture at the . Golden Valley/Minneapolis border for decades. The dairy plant was on the Minneapolis side, with a parking lot and truck storage area in Golden Valley. Residential neighbors on both sides of the border had become increasingly less tolerant of the company's activities over time. In 1980, the dairy was having financial difficulties, and the City of Minneapolis saw an opportunity for a buyout with subsequent residential redevelopment of the site. In May 1981, the Golden Valley City Council was contacted by the Alderman of the Minneapolis ward in which the Ewald property was located. Minneapolis wanted to propose a joint venture wherein the two cities would acquire the site in its entirety and redevelop it with 48 townhouse units, twenty of which would be in Golden Valley. The only source of funds available to Golden Valley was CDSG money, which the City had earmarked exclusively for low and moderate income housing projects. The City had enough uncommitted CDSG money to finance the parking lot acquisition, but not enough to assist with a subsidized housing development. Minneapolis responded that, through its existing partnership with the McKnight Foundation, money could be made available to build subsidized units on the Minneapolis part of the site; the two cities could then work out some sort of credit exchange so that Golden Valley could show a linkage between its parking lot acquisition and the subsidized units. HUD agreed to the arrangement, but Golden Valley backed out of the deal in July due to concerns over how the general public might perceive a suburb that would use federal money to get subsidized housing built in another community rather than within its own borders. The City also felt . . . . . ~ that the density was much too high for the one-acre site. Acquiring the land did appear to be a good idea, though, so Golden Valley appointed a neighborhood committee to consider other alternatives for redevelopment. Later in the year, the two cities made another attempt to work out a joint proposal after Minneapolis agreed to be more flexible in its approach. This effort fell apart as well. A Minneapolis senior planner was quoted in the Minneapolis Tribune as saying that Golden Valley's staff "was too lazy to work and make it happen." Golden Valley's Planning Director retorted that there was too little trust between the two communities and the partnership had never been an equal one. In October 1981, Golden Valley's HRA authorized staff to negotiated the acquisition of the parking lot land. Staff and the neighborhood committee had agreed that townhouses would be acceptable on the site, but staff preferred a density of 12 units while the neighbors advocated eight. The units were to be ownership based and market rate. HUD had agreed that CDBG money could still be used for acquisition under the blight removal classification, but could not be used for any aspect of redevelopment. The City closed on the purchase in March 1982. In the spring of 1982, a prospectus was sent out, seeking proposals for "medium priced townhouses or condominiums designed to blend with the surrounding single family residential neighborhood." As a compromise between staff and neighbor recommendations, maximum density was capped at 1 0 units. Five proposals were submitted. On review, the neighborhood committee favored a proposal for ten units by Monson and Ueland. The committee liked it architecture, site layout, unit sizes, and the inclusion of a tot lot. Monson and Ueland ranked third out of the five proposals in the staffs review, based on concerns about the site layout and about the lack of experience on the part of the developer in September 1982. The City approved a PUD permit for the Ewald project in May 1983. With the support of the neighborhood committee, there was little dissent during the approval process. Trouble began over the summer months. The developer was unable to come up with an adequate financial commitment to back the performance guarantee required by the development agreement. In August, Monson and Ueland asked to be let out of the agreement, with the refunding of the developer's deposit. The HRA declined, offering instead an amended development agreement. Monson and Ueland still were unable to meet the terms of the performance guarantee. Negotiations continued into the fall. In 1984, Bor-Son Investment Co. was brought in under option with Monson and Ueland. Because or Bor-Son's success with Medley Park, it was hoped that the change in developers could salvage the project. Bor-Son worked with the HRA for several months. The proposal remained within the parameters of the approved C-25 PUD permit, but the developer kept the purchase price of the units low enough to qualify for low-interest first time homebuyers mortgages available through the Minnesota Housing Finance Agency for modest cost homes. Golden Valley paid a partial deposit of $3,200 to reserve the mortgage funds, with Bor-Son paying the rest. In an intensive marketing effort, the developer received 150 responses, from which 74 prospective buyers viewed the site and obtained detailed project information, six actually placed deposits, and only two signed purchase agreements. At that point, Bor-Son declared the project unmarketable as designed by Monson and Ueland. Monson and Ueland blamed the HRA for the lack of progress on the project. According to the developer, the HRA had tried to change the form and amount of the financial commitment from what had been represented by staff and what was in the development agreement, and then had refused to be reasonable about letting Monson and Ueland out of the agreement when the parties could not come to terms. In November 1984, the developer offered to settle matters for a $40,000 payment from the HRA and cancellation of the development agreement without prejudice on either side. In December 1984, the HRA declared Monson and Ueland in default of the development agreement and demanded payment for costs incurred to date. A breach of contract suit against the HRA followed in March 1985, with Monson and Ueland claiming $400,000 in damages, ten times what was requested back in November. The case finally settled out of court in November 1987, with the HRA paying the developer $30,000. In April 1988, Golden Valley was contacted by a Minneapolis citizens' group called the Northside Residents Redevelopment Council. Minneapolis had encountered its own problems in getting the Ewald site redeveloped. Early that year, a proposal by the nonprofit Project for Pride in Living (PPL) had finally been approved. The project consisted of six single family homes that would be affordable to moderate income households. The Residents Council wanted to see a similar PPL-sponsored development on the Golden Valley land. This time there would be four single family homes in a higher ($110,000-$120,000) price range; PPL wanted the land donated. The HRA was not opposed to the development proposal itself, but had determined that the land could not be donated for such a project. The HRA did offer to sell the land for $29,000 if the developer paid for installation of all utilities. PPL declined the offer. Prospects for the Future: Following one more false start, the site was finally developed in 1992-93. See the other two Ewald project summaries for details. ,. ",.. . . . . . . . . . , Mallard Creek Apartment Project Time Frame: Jan 1983 - Jun 1987 Concept Development and Construction Jun 1987 - Dec 2005 Minimum Affordable Occupancy Period Administering Agency: Mallard Creek Partnership, a general partnership "spun off" of United Properties, Inc. and Northland Company for the sole purpose of develop'ing and managing this project. The partnership is subject to certain housing affordability and administrative requirements .associated with the Housing Revenue Bond program, and is supposed to supply certification of compliance to the City on a regular basis. Funding Source: Valley Square Tax Increment Bonds supported initial property acquisition and clearance, as well as construction of certain public improvements in the general area. For the project itself, the City issued Housing Revenue Bonds in the amount of $5.9 million and the developer supplied $298,000 in owner equity. Off and on, the apartments have also participated in HUD's Section 8 certificate program for renters. . Thumbnail Description: Mallard Creek Planned Unit Development (PUD) is a 122 unit, three-story apartment complex on Bassett Creek at Wisconsin Avenue and Golden Valley Road. It is one of several HRA-initiated redevelopment projects in the City's Valley Square Redevelopment Area. Twenty-four of the units are required to be kept at rents affordable to low-income households, and to be reserved for qualifying households. All other units are required to be kept at rents affordable to moderate-income households. Highlights/Pitfalls: When the City first established Valley Square in 1978, Wisconsin Avenue did not exist, Golden Valley Road ran in a corridor directly adjacent to Hwy. 55 rather than in its present alignment past the site, and the Reiss family greenhouse business covered the entire area delineated by Bassett Creek, old Golden Valley Road and Wisconsin Avenue. The street improvements were components of the redevelopment plan for Valley Square, as was acquisition of the greenhouse property, which was completed in 1985. The realignment of Golden Valley Road in 1986 divided the former greenhouse property into two parcels. A Request for Proposals issued in 1983 had contemplated this realignment and had given a preference for office developments on both sides of the new street, but also allowed latitude for residential apartments on the northerly parcel. United Properties was awarded "designated developer" status for the area by responding to the RFP with a combined office/apartment proposal. Subsidized housing was not an early consideration in the redevelopment process. In fact, there were minimum per-unit valuations that would have to be maintained C-27 in order to generate enough tax increment to contribute back to the redevelopment district. . In 1985, the developer began to seek outside funding to make the development feasible. Tax-exempt Housing Revenue Bonds were one option. Such bonds required at least twenty percent of the housing units in a development to meet specified affordability guidelines for a specified period of time. When the bonds were issued in 1985, it was noted that the guidelines defined affordable housing to be housing priced at a value affordable to households with an income of eighty percent or less of the median income for a standard family of four in the Twin Cities Metro Area. There was no adjustment factor for how many persons a qualifying household actually comprised. Thus, a single individual with the income defined for a family of four would still be a qualifying household, even though that individual in reality was much better off financially than a family of four at the same income. The housing plan that was required to spell out how the development would meet housing affordability guidelines indicated that all twenty-four of the affordable units would be one-bedroom apartments. The Minnesota Housing Finance Agency, which authorized the issuance of Housing Revenue Bonds, approved the plan. The City held a public hearing on the bond issue in October 1985. There was no . special effort to send out mailed notices of the hearing, and no neighbors requested an opportunity to speak. The lack of interest may have been related to the fact that there were no residential neighborhoods in close proximity to the proposed development. The bond issue itself took place in December, clearing the way for planning approval and construction. The PUD hearings, which did have mailed-notice requirements, were as quiet as the earlier bond hearing. Construction began in the summer of 1986 and the first tenants moved in the following Mayor June. Prospects for the Future: Given Mallard Creek's very minimal initial compliance with affordability requirements, it is doubtful that the owners will be prepared to extend an affordability guarantee beyond the 2005 expiration deadline without substantial outside incentives. . . . . Duluth and Douglas Senior Housing Project Time Frame: Apr 1984 - Dec 1986 Concept Development Administering Agency: Bradley D. Stark and Associates, a private development corporation, subject to regulations established by the City in ~ Tax Increment Financing Plan and to requirements accompanying the use of Housing Revenue Bonds. : Funding Source: Financing details went through a number of changes during the project's lifetime. At its end stage, they included creation of a Tax Increment Financing (TIF) District and issuance of $1.5 million in TIF bonds by the City, issuance of tax-exempt Housing Revenue Bonds by the City in the amount of $4.4 million, and developer's equity of $400,000. This would have been the first housing project in Golden Valley to offer subsidized rents without using any of the subsidy programs available through the U.S. Department of Housing and Urban Development (HUD); rent reductions were to be provided by the developer from overall project cash flow. Thumbnail Description: This was proposed to be a rental townhouse development for senior citizens, with 117 units on approximately seven acres of land. It would have required the buyout and removal of ten single family homes and a church (alternative proposals for leaving the church in place were also explored.) Rental subsidies would be available for a minimum of ten years (the revenue bond repayment period) for 23 of the 117 units; the remainder would be market-rate rental. Golden Valley's previously-constructed senior housing had all been in high-rise apartments. Highlights/Pitfalls: After being identified in a 1983 Planning Commission study as a potential site for apartment redevelopment, the land around the Jehovah's Witness Church at Duluth Street and Douglas Drive received attention from a variety of developers for low-and moderate-income housing use. In 1984, it was briefly considered by a developer who went on to form the Laurel Ponds Partnership and apply for financial assistance on an alternative site at Jersey and Laurel Avenues. Also in 1984, Derrick Land Company spent several months working on a proposal for senior housing; that idea eventually collapsed without ever getting to any formal hearing stage. In 1985, another senior housing proposal surfaced briefly, and went the same way as the Derrick proposal. In 1986, Bradley D. Stark and Associates approached the City with yet another proposal for senior housing. Unlike other prospective developers, Stark already had purchase options on the properties when he approached the City in February. Unfortunately, as staff and the developer worked to iron out financing and site details over the next several months, the availability of, and regulations governing, financial assistance for such projects also underwent changes. The purchase options lapsed in August, but the City and developer continued with negotiations C-29 on the understanding that the HRA would use its condemnation authority to assist in land acquisition if the project was approved. Financing options continued to be juggled. . By November, staff, the developer, and the financial consultants on both sides finally felt that a viable financing package had been assembled. Stark made an informal presentation to the HRA, and at the HRA's instruction then held a meetin~ for 156 neighboring property owners as identified on a list supplied by staff. Not being an official City meeting, the records contain no information on attendance or warmth of reception at that meeting. Files do contain a few communications from property owners unhappy with the proposal; there were requests for a more thorough investigation of Stark's financial means and development track record. A December hearing had been scheduled for the City to consider approval of the revenue bonds. It was cancelled a week before it was to take place. Staff had received information from the City of St. Paul indicating that the developer had difficulty meeting financial obligations for a project there, and had been forced to withdraw his proposal after a good deal of effort on the City's part. Further research led to the conclusion that the developer appeared to lack the development experience and financial wherewithall necessary to successfully . complete a project on his own. The proposal was pronounced "dead" in February 1987. The Planning Commission was asked to reconsider the general suitability of the site for high-density housing of any kind. Prospects for the Future: In September 1987, the Planning Commission's study results upheld townhouse-style housing as a suitable option for the site, with a preference for senior units in particular. The Planning Commission also recommended against changing the land-use classification of the site before an acceptable development proposal was in hand. All ten homes and the church remain on the property today. Given the high cost of site acquisition and clearance, it is not likely that residential redevelopment would be a cost-effective undertaking. . ~ .. . Laurel Ponds Apartment Project Time Frame: May 1984 - Aug 1984 Concept Development Administering Agency: Laurel Ponds Limited Partnership, an entity comprising three housing professionals, joined together specifically for this project. The Partnership would be subject to requirements established by the U.S. Department of Housing and Urban Development (HUD) for projects of this type, and to requirements accompanying the use of Housing Revenue Bonds. Funding Source: Housing Revenue Bonds to be issued by the City in the amount of $6 million, an additional $3 million through a Housing Development Action Grant (HoDAG) to be awarded by HUD via the City, and $1.2 million in owners' equity. Part of the money would be used to finance construction. The remainder would be deposited in an interest-bearing account, with the interest earnings used to subsidize rents on the units reserved for lower-income households. . Thumbnail Description: This was proposed to be a 120-unit apartment development in two, three-story buildings on excess church property at Jersey and Laurel Avenues. Twenty percent of the units were to be specially designed and reserved to accommodate the needs of moderate-income mobility-impaired individuals and their families; the remaining units would be of standard design and rented at market rates. Highlights/Pitfalls: The City was approached initially in May 1984 by Peter Boosalis, a developer who had worked with Golden Valley on similar projects in the past. The property, which consisted of the south half of the Good Shepherd church/school campus was zoned and designated on the comprehensive plan map as institutional, but was one of several locations identified for high-density residential use. The developer had a signed purchase agreement with the church. 1984 was HoDAG's first year of existence, so the amount and nature of competition to be expected for that portion of the financing was unclear. The Metro Council, as regional review agency, recommended in favor of the HUD financing in July 1984, though the discrepancy between proposed use and existing plan designation was noted. For various reasons, the developer had to have the financing lined up before proceeding with the planning and development aspects of the project. . In early August, the City Council approved the issuance of the tax exempt bonds and the forwarding of the HoDAG application to HUD.. Though not legally required to do so, the City had sent out individual mailed notices of the bond hearing to approximately eighty nearby property owners. Many of them showed up, and nine C-31 -r > spoke at the hearing. One resident was quoted in a subsequent newspaper article as saying "I think I can safely predict the rezoning will be vehemently opposed by the neighborhood." Another newspaper quote was "multiples do not belong there; this is an area of $1 aa,aaa-plus homes, and it's not appropriate for low and moderate incomes." . Despite reservations of their own, the Council members voted to proceed. Council members noted that any rezoning application would have to be approved on its own terms, regardless of the action taken on the financing. Members also agreed, however, that Golden Valley had an identified need for low- and moderate-income housing as well as for handicapped-accessible housing. Just nine days after the City Council hearing, the developer suddenly announced that the entire proposal was being withdrawn. Unfortunately, there is nothing in City records to indicate why. Review of the HoDAG application by HUD would take at least 45 days, so it could not have been a problem with denied funding. No application for rezoning was ever made. There are several possible reasons for the proposal's collapse, including problems within the newly-formed partnership, problems with the purchase agreement, problems with financing, concerns about neighborhood opposition, or concerns about the degree of support expected from the City Council during the rezoning process. . Prospects for the Future: In February 1985, Good Shepherd Church applied for subdivision of its campus into two lots. By fall of 1986, a second church had been built on the lot containing the excess land, making it no longer available for any type of housing development. . . . . Minimal Frontage Subdivision Program Time Frame: 1987-1990 Thumbnail Description: This was a provision whereby the back portion of oversized residential parcels could be split off from the front and turned into a separate, buildable lot. Such lots had only a twenty-foot-wide corridor of land extending out to an existing street for access. Except for the years during which this provision was in use, residential lots in Golden Valley have generally been required to have full street frontage. Though not documented anywhere in the official record, a staff member involved in establishing the provision states that it was specifically intended to promote the creation of more affordable lots. Highlights/Pitfalls: Prior to 1988, City Code did .not specify any minimum required street access for residential lots. Nevertheless, by long-standing policy, the City did not allow the creation of new lots with minimal frontage. During 1987, the City undertook a major overhaul of the subdivision regulations. Among other things, a twenty-foot minimum street frontage was established for residential lots. The revised requirements were approved in December 1987. . The full-frontage policy was abandoned even before the code changes were approved. In mid-1987, the City approved the Lazniarz and Gruskin Gardens 2nd Addition plats, each of which included a lot with only twenty feet of street frontage. In each case, it was an existing house at the rear of the property that was left with the minimal frontage, while staff noted that the "new" (Le. still vacant) lots would fully meet City requirements. There were no applications for the minimal-frontage provision in 1988. In 1989, Meadow Lane Manor and the Knaeble Addition were approved. Unlike the two 1987 plats, these had the existing homes at the front of the property, with the new construction to take place at the rear. All four subdivisions met with neighborhood opposition. In the latter two cases, neighbors were particularly incensed by the thought of strangers overlooking their back yards. Overcrowding, inadequate infrastructure, and devaluation of neighboring properties were also raised as arguments. . One of the Knaeble neighbors was the same Lazniarz who had benefited from a minimal-frontage subdivision of his own property in 1987. He sued to block the Knaeble subdivision, citing a number of ways in which he felt it would be detrimental to his property or to the general area. The City won the suit and the Knaebles were awarded damages for the delay of their subdivision approval. However, in view of the emerging pattern of widespread opposition to minimal- frontage subdivisions, the City decided to re-evaluate their desirability. As a result, the applicable provision was deleted from City Code in April 1990. C-33 ~ . On the "up" side, the City was able to create six new, build.able lots at minimal expense to the original property owners/developers, and without adding new infrastructure that the City would later have to maintain. . On the "down" side, there was first of all the distress that such subdivisions were generating in formerly stable neighborhoods. Some of the issues raised by the neighbors had not been seriously considered before the City decided to allow minimal-frontage lots. Increased difficulty of police and fire protection due to limited access and visibility was one unexplored area. There also was no equitable utility maintenance/repair assessment mechanism for lots with minimal frontage, since most such assessments are levied solely on the basis of street frontage. No firm guidelines were in place for appropriate driveway snow storage, parking, or trashlrecyclable collection for the back lots. Most parcels of land eligible for this type of division were located in clusters, often on county roads with relatively high peak traffic counts, yet there had been no discussion of the potential hazard of proliferating driveways along those roads. Minimal frontage lots of minimum size would have less than the normal minimum buildable area because of the land taken up by the unbuildable driveway corridor; the absence of the standard thirty- five-foot front setback for such lots would partly alleviate the problem of the . reduced buildable area, but would then create a situation where the front of the rear house could get obtrusively close to the remaining back yard of the house in front. A final, important drawback to the minimal-frontage subdivisions was that they were not meeting their original intent: creating affordable lots. The two Knaeble lots, which precipitated the lawsuit and subsequent code change, went on the assessors' books originally at $25,000 for the land alone and today are at $28,000 and $29,500. Two of the four Gruskin Garaen lots were initially entered at $25,000 each but are now up to $45,000 despite some drainage concerns. All of the other seven lots started at more than $30,000, and today four of them - two in Gruskin Gardens and two in Meadow Lane Manor - are valued at over $70,000 for land only. It must also be remembered that assessors' residential land values for Golden Valley tend to run low with respect to actual sale prices. Prospects For The Future: At this time, there is no plan to reinstate the minimal- frontage subdivision in Golden Valley. As more of the City's oversized, unplatted residential parcels come on the market, however, increasing pressure for cheap subdivision alternatives can be expected. If this option is revisited, the City should thoroughly examine all pitfalls identified above before taking any formal action. . ,. 0'\" ~ ~ . Ewald Site - Schatzlein Townhouse PUD Request Time Frame: Jul1990 - Jan 1992 Concept Development Administering Agency: Schatzlein Associates, also doing business as Affordable Suburban Apartment Partnership, planned to own and operate the development, subject to MHFA requirements for projects receiving state financing. Funding Source: The HRA was to transfer land title at a nominal cost and extend all necessary utilities to the site. Other costs were to be covered by a $339,000 mortgage through the MHFA's Agency New Construction Tax Credit Mortgage Loan Program, MHFA reservation of $270,000 in federal tax credits, and $72,850 in developer's equity. Thumbnail Description: Ten rental townhouse units, affordable to households of moderate income, on a site of approximately one acre in size at Xerxes Avenue and Golden Valley Road. Each unit would have three bedrooms and would be' intended for larger families; based on similar existing developments, the .MHFA estimated 2-4 children per household on average. . Highlights/Pitfalls: Schatzlein first appeared before the HRA in July 1990 to present a proposal for the Ewald Site and to seek HRA support in pursuing financing. The HRA passed a resolution granting preliminary conditional designated developer status to Schatzlein. This would allow Schatzlein to proceed with concept development and to make application for MHFA financing of a project based on the Ewald site. In February 1991 the HRA followed up by sending a letter to the MHFA in support of tax credit assistance for the project. By September 1991 the financing was lined up. Schatzlein had met with some difficulty in getting the tax credits syndicated, due to the small scale of the project. In October 1991, the developer was back before theHRA with an update on the project and a request for "fast track" approval; the tax credits would be forfeited if at least 10% of their value was not expended on eligible activities by year end. The HRA reaffirmed Schatzlein's conditional designated developer status. . Also in October, Schatzlein submitted his PUD application. The developer held a neighborhood information meeting prior to the first PUD hearing. In a meeting summary forwarded to the City, Schatzlein indicated that about 100 residents had been invited and approximately fifteen went to the meeting. Neighborhood concerns included the density of development, the large number of children, inadequate parking, and erosion on the steep slope at the west side of the site. In response, Schatzlein had added parking and promised to look into erosion control measures, but noted that the earlier Monson/Ueland proposal for the site had been approved by the neighborhood at the same density. C-35. ~ . .. According to a local newspaper article, more than fifty people attended the Planning Commission's informal public hearing in October. Fourteen spoke, all in opposition to the proposal. they protested the lack of neighborhood input and noted that previous plans had not involved low income units and had not been rental based. Several indicated membership in the City's Neighborhood Watch program and pointed out that the proposal ran counter to the program's recommendations for promoting neighborhood stability; the rental nature of the project was specifically highlighted. Large numbers of children, traffic, drainage/erosion, and absentee landlord syndrome were raised as other issues. Habitat for Humanity was mentioned as an acceptable alternative. Individual commissioners picked up on varying concerns among those cited, but all agreed that the density was too high. The Commission unanimously voted to recommend denial of the preliminary PUD plans. . This time, in response to concerns of the neighborhood and of the Planning Commission, Schatzlein brought in a new partner, Project for Pride in Living (PPL), to act as manager of the units. PPL had extensive experience working with such projects, and a good management track record. Schatzlein and PPL also proposed a reduction in site density to eight units. That would allow a relocation and increase in size of the on-site play area for the children. In November 1991 the HRA heard a report on the Planning Commission discussion and Schatzlein's response. The HRA confirmed that the proposed market for the units would be moderate income households rather than low income as cited by several opponents. Finally, the HRA approved three resolutions: finding the Schatzlein project necessary to alleviate a housing shortage, authorizing a public hearing for the sale of the land, and adopting income guidelines for the targeted market. . The City Council held its hearing on the revised preliminary PUD plans in December 1991. A petition opposing the PUD was submitted with twelve signatures. The City Council Member for the adjacent Minneapolis neighborhood weighed in against the proposal. A dozen neighbors also spoke against it. Concerns were much the same as at the Planning Commission hearing. Habitat for Humanity was mentioned again. The Council continued the hearing to a later date, asking staff to collect information from PPL, to talk with the Minneapolis Council Member and with neighbors in both communities, and to look into development options for ownership rather than rental units. More communications opposing the project were received, including a petition with 160 signatures. Signatories agreed to accept an owner occupied development. In January 1992 at the continued hearing, the Council heard about two ownership . options researched by staff: PPL and Habitat for Humanity. Without taking action on the immediate PUD application, the Council referred the matter to the HRA. In February, the HRA unanimously voted to withdraw Schatzlein's conditional developer designation and to conditionally designate Habitat instead. ,. ~t: ;..- . . . .... , Prospects for the Future: Four Habitat homes were built on the Ewald site over 1992 and 1993. Despite his failure to gain project approval for that site, developer Schatzlein has indicated a desire to work again with Golden Valley on other proposals in the future. C-3.7, ~. ~ First-Time Home Buyers Program . Time Frame: 1991- 1995 (ongoing) Administering Agency: The Minnesota Housing Finance Agency (MHFA) through application by the City of Golden Valley, reserves funds for first-time home buyers. The program is known as the Minnesota City Participation Program (MCPP). The Marquette Bank Golden Valley has been designated as the originating lender to take mortgage applications and process loans for this program. Funding Source: Minnesota Housing Finance Agency (MHFA) Thumbnail Description: Through the MCPP, the MHFA Agency may sell mortgage revenue bonds on behalf of cities to meet locally identified housing needs. The proceeds of these bonds provide below market interest rate home mortgage loans for low and moderate income first time home buyers. The mortgages provided through the issuance of these bonds typically have interest rates of approximately 1-1/2 to 2% below market mortgage interest rates at the time of bond issuance. Highlights/Pitfalls: The advantages of this program are that low and moderate income customers who would not ordinarily qualify for traditional financing programs can obtain market interest rates. For the years 1991-1994, fourteen loans were processed totalling $1,040,000. . The City has control of how much money it requests from the MHFA for this program. The City also can establish a higher house price limit than the MHFA program limits. In raising the house price limits, more houses would be available to first-time home buyers in a community where houses are selling at a higher price. The disadvantages of this program are that if interest rates are at an all-time low, first-time home buyers do not take advantage of the program because of eligibility and paperwork required for this loan. Golden Valley's housing stock is at a much higher value than the limit set by the MHFA, which was $95,000 for Hennepin County in the program year of 1994. Also, the first-time home buyer must go only to the originating lender assigned by the City instead of to the applicant's personal bank. In 1993, the legislature passed a law that said if a city did not use at least 50% of its allocation during the program term and at least $200,000 in the calendar year in which the allocation is made available, the City is not eligible to apply for an allocation of mortgage revenue bond authority during the following . year. This is exactly what happened to Golden Valley for year 1995. While waiting for eligibility to be restored, the City does refer first-time home buyers to another Marquette Bank which has a standard Minnesota Mortgage Program, although the home purchase price is lower. f' ':)0 - .. . . . . .... . Prospects for the Future: Assuming that this program remains in place, the City of Golden Valley will again apply for funds through the Minnesota City Participation Program so it may continue to offer those first-time home buyers a mortgage program that may meet their financial needs. Unfortunately, as shown above, the City cannot always ensure that the money reserved for Golden Valley does indeed get spent. .. C-39 ~. . Ewald Site - Habitat for Humanity Project Time Frame: Jan 1992 - Nov 1993 Concept Development and Construction Nov 1992 - Nov 2012 Minimum Affordable Occupancy Period Administering Agency: Nonprofit Twin Cities Habitat for Humanity (Habitat) holds twenty-year mortgages on all four properties. Loan amounts exclude donated land, labor and materials, and carry no interest on unpaid balance. Habitat selects all homeowners and provides ownership training up front in addition to acting as an ongoing resource for referral on maintenance or ownership problems. If a homeowner moves before the mortgage is fully retired, Habitat either gets first option to buy the home back for the exact amount of money paid in by the homeowner, or -- if the homeowner wants to sell on the open market -- gets full payment of the portion of the home's fair market value that was discounted from the original mortgage. In the case of a mortgage foreclosure, which has never happened to date, the home again goes back to Habitat. Funding Source: Golden Valley acquired the property in 1982 with $55,000 in CDSG funds. The City also financed or directly undertook replatting, extension of necessary utility lines, and other miscellaneous construction assistance. Habitat . financed construction through its usual mix of income from other existing mortgages, monetary and material donations, and volunteered equipment and labor. In addition to sweat equity contributed during construction, homeowners make monthly mortgage payments out of their own household budgets, but amounts are quite affordable due to Habitat's mortgage practices. Thumbnail Description: The one acre site at Xerxes and Golden Valley Road was part of an area originally platted around the turn of the century with lot sizes below current standards. Its six lots were used for many years as a parking and truck staging area for Ewald Dairy Company. The site now comprises four lots in accordance with modern-day standards. Each of the four modular-construction homes has three bedrooms and a one-car garage. The homes are mortgaged to large, low income families. Highlights/Pitfalls: In January 1992, as previously instructed by the City Council, staff submitted a report outlining two options for providing low income, ownership- based housing on the Ewald site. One program was sponsored by Project for Pride in Living, which had also been involved in earlier efforts to develop the property. The other program was under the auspices of Habitat. The Council selected the Habitat option. The Matter was then turned over to the HRA as owner of the Ewald property. Habitat gave a presentation at the February HRA meeting, proposing to construct four to six single family homes on individual lots. The six small, existing lots were similar in size to what Habitat was accustomed to using in Minneapolis and S1. . ,.. JlI'\ .... . . . 'f- Paul, and several other homes in the Ewald area were on single lots. The lots were all legally buildable. Nevertheless, the HRA ordered that the site be replatted into four lots before being turned over to Habitat, in response to neighbor concerns about overcrowding of the large families which were the intended market for the project. Staff was directed to negotiate a development agreement with Habitat. The development agreement was ready for approval in may 1992. In addition to replatting, the City extended all necessary utilities to the new lots. It was intended that the utility extensions be financed with CDBG money, but the project could not be delayed for the amount of time required to get the application through the red tape of the CDBG process. The property was conveyed to Habitat for the nominal sum of $10.00. Habitat in turn agreed to build the first two homes that same year and the remaining two in 1993. Failure to successfully complete construction would have caused ownership of the lots to revert to the HRA. This was one of Habitat's first projects in the westerly Twin Cities suburbs, and was considered an important step in expanding Habitat's activities in the Metro Area, even though the site was only barely outside of the Minneapolis city limits. Groundbreaking for the northerly two homes took place in June 1992. In a show of support for the project and appreciation for the sensitivity of the CouncillHRA to neighborhood concerns, neighbors volunteered 1,600 hours of labor, mostly concentrating on garage construction. Golden Valley's code does not require garages, and construction costs would have been lower without them, but the HRA and Habitat agreed that providing one-car garages would make the homes more compatible with the neighborhood. Most of the labor in a Habitat home is volunteer-based. Habitat saw to it that the first two homes were sponsored by Golden Valley organizations with an interest in Habitat activities. General Mills contributed $30,000 and 5,000 hours of labor to one home, and Calvary Lutheran Church donated $30,000 and a similar amount of labor to the other. The City ended up contributing somewhat more than originally intended, as well; site conditions defied Habitat's earth-moving and other construction efforts on more than one occasion, and City equipment was sent to the rescue. City inspections had to be scheduled outside of normal City working hours, because the project's experienced construction foremen were mostly donating their services on off-hours as well. Habitat had warned early on that the programs reliance on donated labor and equipment tends to result in a slower construction process than for a fully paid contract job. In this case, owners of the two homes were not able to move in until November and December 1992. The southerly two homes were built on schedule, and with considerably less public fanfare in 1993. Building permits were taken out in May. Construction was completed in October and November. C-41 Prospects for the Future: If a homeowner remains in the home for twenty years and fully retires the mortgage, or if a homeowner who moves before the end of a mortgage term is willing to pay Habitat for the previously discounted portion of the home's fair market value, then the home leaves habitat's control and will be sold on the open market. Given the nature and location of the four Golden Valley properties, they would probably remain modest cost but not necessarily as affordable as when under Habitat's control. Every home that returns to Habitat through sale or foreclosure will be resold to another qualifying low income family and will then go back to zero on the 20-year afford ability clock. --'lI ~ . . . . MEMORANDUM Date: March 20,1996 To: Golden Valley Planning Department From: Mary Dold, Planning Secretary Subject: Election of Officers . According to the Planning Commission By-Laws, Section 1, the annual meeting of the Planning Commission should take place at its first meeting in March. Due to the lack of an agenda on March 11, no meeting was scheduled. Also, the City Council has not yet confirmed appointments for the coming year. Chair Prazak and staff have agreed that the election of officers should be held after the Council has confirmed appointments. Election of officers will then be held at the first scheduled meeting in April. .