sr-112211-7eof it Council Report
City Santa Monica
City Council Meeting: November 22, 2011
Agenda Item: -7 °E.
To: Mayor and City Council
From: Andy Agle, Director of Housing and Economic Development
Subject: Compliance Monitoring Fee for Affordable Housing Units
Recommended Action
Staff recommends that the City Council:
1. Introduce for first reading the attached ordinance (Attachment A) amending
Section 9.56.050 and Section 9.56.060 of the Municipal Code, to establish a
compliance monitoring fee for the Affordable Housing Production Program;
2. Adopt the attached resolution (Attachment B) setting the initial, annual, and re-
occupancy or resale fees for compliance monitoring of affordable housing units;
and
3. Approve the budget changes as outlined in the Financial Impacts and Budget
Actions section of this report.
Executive Summary
The Affordable Housing Production Program (AHPP; Section 9.56 of the Municipal
Code and Administrative Guidelines) sets forth the City's affordable housing
requirements, including developer obligations, household income eligibility standards,
affordability standards, and reporting requirements, but does not include a fee to
support compliance monitoring. The number of affordable housing units created by the
AHPP continues to increase without a dedicated revenue source to fund City costs
associated with a compliance program. This report recommends that Council establish
the following compliance monitoring fees:
The initial (one -time) start -up fee would apply prospectively for each newly constructed
affordable unit added to the AHPP monitoring program, a re- occupancy /resale fee
0
Fee Amount
Fee Applicability
Rental Units
$170
Start -up (one -time)
$145
Each re- occupancy
$135
Annual
Ownership Units
$190
Start -up (one -time)
$120
Each resale
$30
Annual
The initial (one -time) start -up fee would apply prospectively for each newly constructed
affordable unit added to the AHPP monitoring program, a re- occupancy /resale fee
0
would be applied for each new occupancy of a rental or ownership unit (i.e.,
condominium) subsequent to the initial occupancy /sale, and an annual fee would be
applicable to both pre- existing and new AHPP units to support ongoing compliance
activities.
Background
On June 14, 2011, City Council directed staff to prepare an ordinance implementing an
annual fee for the monitoring of affordable housing created by the AHPP to help offset
the cost to the City of ensuring developer /owner compliance. Currently, there are 119
properties with 844 affordable residences created though the AHPP. In addition,
several housing developments, in various stages of predevelopment or construction, will
be completed within the next two years, providing an additional 200 affordable
residences to the AHPP. The existing and pending AHPP residences total more than
1,000 affordable residences that necessitate compliance monitoring. Currently, staff
costs associated with compliance monitoring, including coordinating the submission of
annual reports filed by property owners, reviewing annual reports, and conducting
compliance audits are paid by the City. AHPP developers /owners do not pay fees to the
City which reflect the City's reasonable regulatory costs of performing investigations and
audits to ensure that affordable units comply with the AHPP, except in cases that have
led to litigation and resulted in settlement agreements.
On March 3, 2009, Council approved revisions to the AHPP requiring that occupants of
new AHPP residences be selected from a City- administered list. The responsibility of
qualifying eligible households shifted from developers to City staff, however, a fee was
not instituted to address the costs associated with the additional responsibilities.
Discussion
AHPP inclusionary housing represents a significant portion of Santa Monica's overall
affordable housing portfolio, currently more than 800 residences. The number of
affordable residences produced as a result of the AHPP continues to grow, resulting in
increased pressure on limited staff resources. Compliance monitoring entails thorough
review and verification of household income source documentation - at initial
2
occupancy, annually during continued occupancy (except for ownership units), and
periodically when re- occupancy or resale occurs - to determine eligibility for occupancy.
Currently, property owners of AHPP units submit annual summary reports to City staff
providing basic information concerning tenant data on income, rent and household
count. However, actual verification of household income eligibility requires a more staff -
intensive process involving review and analysis of income tax forms, pay stubs, bank
statements and other income - related documentation. Property owners are not currently
required to contribute toward mitigating the staff cost of compliance monitoring.
During the past year, staff analyzed the time and resources necessary to conduct
thorough compliance monitoring of AHPP units, based upon internal experience and the
experience of housing compliance experts from the consulting firm Compliance
Services. The analysis identified the reasonable amount of time per unit associated
with ensuring eligible occupancy (initial, ongoing and re- occupancy), including reviewing
developer agreements, marketing plans (for condominium units) and sample leases
regarding affordable unit terms /conditions, providing information and education about
initial and ongoing program requirements, income - qualification of households, and
ensuring compliance with the local preference policy and other AHPP requirements.
The analysis also identified the reasonable amount of time per unit associated with on-
going monitoring, including reviewing annual reports submitted by property owners and
annual audits of occupant files (rental units only). On the basis of the analysis, staff
recommends the following compliance monitoring fees bifurcated between the two
housing product types, rental and ownership (condominiums):
Rental Units
• initial (one -time) start-up fee of $170 per unit, based upon approximately
three hours of staff time at an average of $57 per hour (salary and benefits);
• periodic re- occupancy fee of $145 per unit for each tenancy subsequent to
the initial occupancy, based upon approximately two and one -half hours of
staff time at an average of $57 per hour (salary and benefits); and
ic3
• annual fee of $135 per unit, based upon approximately two and one - quarter
hours of staff time at an average of $61 per hour for each existing and new
AHPP unit.
Ownership Units
• initial (one -time) start -up fee of $190 per unit, based upon approximately
three and one -half hours of staff time at an average of $57 per hour (salary
and benefits);
• periodic resale fee of $150 per unit for each resale of the condominium unit
subsequent to the initial sale, based upon approximately two and one -half
hours of staff time at an average of $57 per hour (salary and benefits); and
• annual fee of $30 per unit, based upon approximately one -half hour of staff
time at an average of $64 per hour for each existing and new AHPP unit.
These proposed fees represent the reasonable cost to the City of performing
investigations and audits to ensure compliance with the AHPP when affordable housing
units are initially rented or sold, periodically reoccupied or resold during the 55 -year
affordability period, and annually when reports are submitted to the City and review of
tenant household documentation is undertaken. See Attachment C -1 for a detailed
breakdown of the staff costs associated with the proposed fees for rental units and
Attachment C -2 for the staff costs associated with the proposed fees for ownership
units. Unless precluded by a vested right, the initial startup fee would be applied to
newly constructed affordable units that have not yet commenced the initial lease -up or
sale process. The annual fee and fee for subsequent leases and sales would be applied
to both existing and new units. Staff proposes that the fee be indexed to inflation.
Commission Action
The Housing Commission considered the appropriateness of the proposed initial and
annual compliance monitoring fees at its October 20, 2011 meeting and voted
unanimously to support the proposed fees.
N
Alternatives
An alternative would be to establish only one of the three fees (initial fee, annual fee or
re- occupancy /resale fee), or a combination of two of the three fees. However, either of
these alternatives would result in the City not recovering the full costs associated with
compliance monitoring work performed by City staff.
Financial Impacts & Budget Actions
Staff estimates the annual fee would result in approximately $108,000 in revenue during
FY2011 -12 (800 AHPP units x $135 1unit). A revenue budget should be established at
account 01264.408260 in the amount of $108,000. As the startup fee is applicable
prospectively to new housing developments, staff estimates that this fee would result in
approximately $17,000 during FY2011 -2012 (100 units x $170). A revenue budget
should be established at account 01264.408250 in the amount of $17,000. An estimate
of FY2011 -12 revenue from the re- occupancy /resale fee is unpredictable given the lack
of previous experience in initiating this new program and is likely to be insignificant
given the duration of remaining current fiscal year. This revenue from all of the fees will
be used to offset staff costs currently funded by the City. Staff will continue to evaluate
housing developments in the pipeline to estimate expected fees for future budgets.
Prepared by: Jim Kemper, Housing Administrator
Approved:
Aa—ndyAgle, Director )
Housing and Economic; evelopment
Attachments:
Forwarded to Council:
Rod Gould
City Manager
A. Ordinance
B. Resolution
C -1. Staff Cost Calculations – Rental Units
C -2. Staff Cost Calculations – Ownership Units
5
F: atty \muni \laws \barry\AH PP2011 Amendment- 11 -22 -11
City Council Meeting 11 -22 -11 Santa Monica, California
ORDINANCE NUMBER (CCS)
(City Council Series)
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
SANTA MONICA AMENDING SANTA MONICA MUNICIPAL CODE SECTION 9.56.050
AND SECTION 9.56.060 TO AUTHORIZE THE ESTABLISHMENT BY RESOLUTION
OF COMPLIANCE MONITORING FEES BASED ON THE REASONABLE
REGULATORY COSTS OF ENSURING COMPLIANCE WITH THE CITY'S
AFFORDABLE HOUSING PRODUCTION PROGRAM AND ANNUALLY MONITORING
AFFORDABLE HOUSING UNITS
WHEREAS, the City's Affordable Housing Production Program, Chapter 9.56 of
the Santa Monica Municipal Code (the "AHPP "), requires developers of multi - family
housing project to contribute to affordable housing production and thereby help the City
meet its affordable housing goals; and
WHEREAS, the requirements of the AHPP are based on a number of factors
including, but not limited to, the City's long- standing commitment to economic diversity;
the serious need for affordable housing as reflected in local, state, and federal housing
regulations and policies; the demand for affordable housing created by market rate
development; the depletion of potential affordable housing sites by market -rate
development; and the impact that the lack of affordable housing production has on the
health, safety, and welfare of the City's residents including its impacts on traffic, transit
1
and related air quality impacts, and the demands placed on the regional transportation
infrastructure; and
WHEREAS, subject to certain exceptions, the requirements of the AHPP can be
met through various alternatives including providing affordable housing units on -site,
providing affordable housing units off -site, acquiring land for affordable housing, and
paying an affordable housing fee; and
WHEREAS, when a developer has chosen to meet the requirements of the
AHPP through the provision of on -site or off -site rental housing and is preparing to rent
the affordable unit(s), the developer must select households from a City - developed list
of income - qualified households except for ownership projects of four or more units
where income - eligible households may be selected by the developer, submit a copy of
the proposed lease agreement for City review /approval, and prepare a deed restriction
to be recorded on the property consistent with the requirements of the AHPP; and
WHEREAS, when a developer has developed an ownership project and is
preparing to initially sell the affordable unit(s), the developer must submit a brief
marketing plan and a description of the buyer selection process which includes
implementation of the City's local preference policy, submit the buyer's income - eligibility
documentation for City review /verification, and provide information regarding buyer
financing terms for City review for consistency with affordability criteria established in
Section 9.56.100 and the Administrative Guidelines for the AHPP; and
WHEREAS, after the developer has rented the affordable unit(s), the developer
or his /her successor must submit an annual report to the City identifying which units are
affordable units, the monthly rent (or total housing cost if an ownership unit), vacancy
0
information for each affordable unit for the prior year, verification of income of the
household occupying each affordable rental unit throughout the prior year, and such
other information as may be required by City staff to determine compliance with the
AHPP; and
WHEREAS, when a vacancy for an affordable rental unit occurs and the
developer is preparing to re -rent the unit, the developer must select households from a
City - developed list of income - qualified households unless ownership housing; and
WHEREAS, when the owner of an affordable ownership unit seeks to sell that
unit, the owner must submit a brief marketing plan and a description of the buyer
selection process which includes implementation of the City's local preference policy,
submit the buyer's income - eligibility documentation for City review /verification; and
provide information regarding buyer financing terms for City review for consistency with
affordability criteria established in Section 9.56.100 and the Administrative Guidelines
for the AHPP; and
WHEREAS, when a developer seeks initially to lease his /her affordable unit(s),
City staff must engage in the following work efforts: review sample lease agreement,
obtain prospective tenant names from City- administered waiting list, interview applicant
and review income /asset documentation for eligibility, provide referral list of income -
qualified applicants to developer, review deed restriction and add the record to
monitoring database for new unit; and
WHEREAS, when a developer seeks initially to sell an affordable ownership unit,
City staff must engage in the following work efforts: review deed restriction and add
record to monitoring database for unit, review draft marketing plan, review buyer
3
income /asset documentation, review purchase agreement and buyer financing terms,
and provide program information to buyer regarding resale restrictions; and
WHEREAS, when a developer submits his /her annual report for an affordable
rental unit, City staff must engage in the following work efforts: prepare letter to owner
regarding the annual report, review submitted report, schedule monitoring appointment,
engage in compliance monitoring, and review tenant annual income recertification files;
and
WHEREAS, when a developer submits his /her annual report for an affordable
ownership unit, City staff must engage in the following work efforts: prepare letter to
owner regarding the annual report and review annual report documentation to confirm
that designated owner still lives in unit; and
WHEREAS, when a developer seeks to re -lease an affordable unit, City staff
must engage in the following work efforts: obtain prospective tenants from City-
administered waiting list and schedule appointment, interview applicant and review
income /asset documentation for eligibility, and provide referral list of income - qualified
applicants to developer; and
WHEREAS, when an owner seeks to re -sell an affordable unit, City staff must
engage in the following work efforts: review new buyer income /asset documentation for
eligibility, review purchase agreement and new buyer financing terms, and provide
program information to new buyer regarding resale restrictions; and
WHEREAS, on June 14, 2011, the City Council directed staff to prepare an
ordinance authorizing the establishment of a fee to recover the City's reasonable
regulatory costs of performing investigations and audits to ensure that the affordable
4
housing units comply with the AHPP and this ordinance has been prepared in response
to Council's direction; and
WHEREAS, the November 8, 2011 City Council staff report details the tasks that
staff must undertake, the time for performing these tasks, the classification of the
employees performing these tasks, their hourly rate, and the overall staff costs of
ensuring compliance with the AHPP and monitoring affordable housing units; and
WHEREAS, compliance monitoring fees are necessary to permit the City to
offset the reasonable regulatory costs associated with ensuring compliance with the
AHPP and monitoring the affordable housing units,
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SANTA MONICA
DOES HEREBY ORDAIN AS FOLLOWS:
SECTION 1. Santa. Monica Municipal Code Section 9.56.050 is hereby amended
to read as follows:
9.56.050 On -site option.
The following requirements must be met to satisfy
the on -site provisions of this Chapter:
(a) For ownership projects of at least four units
but not more than fifteen units in multi - family residential
districts, the multi - family project applicant agrees to
construct at least: (1) twenty percent of the total units as
ownership units for moderate - income households, or as an
5
alternative; (2) twenty percent of the total units as rental
units for low- income households if these rental units are
provided by the applicant in accordance with Civil Code
Sections 1954.52(b) and 1954.53(a)(2).
(b) For ownership projects of sixteen units or
more in multi - family residential districts, the multi - family
project applicant agrees to construct at least: (1) twenty -five
percent of the total units as ownership units for moderate -
income households, or as an alternative; (2) twenty -five
percent of the total units as rental units for low- income
households if these rental units are provided by the applicant
in accordance with Civil Code Sections 1954.52(b) and
1954.53(a)(2).
(c) For all other multi - family applicants, the multi-
family project applicant agrees to construct at least: (1) ten
percent of the total units of the project for very-low income
households; or (2) twenty percent of the total units of the
project for low income households; or (3) one hundred
percent of the total units of a project for moderate income
households in an Industrial /Commercial District.
(d) Any fractional affordable housing unit that
results from the formulas of this Section that is 0.75 or more
0
shall be treated as a whole affordable housing unit (i.e., any
resulting fraction shall be rounded up to the next larger
integer) and that unit shall also be built pursuant to the
provisions of this Section. Any fractional affordable housing
unit that is less than 0.75 can be satisfied by the payment of
an affordable housing fee for that fractional unit only
pursuant to Section 9.56.070(a)(4) or by constructing all the
mandatory on -site affordable units with three or more
bedrooms. The Planning and Community Development
Department shall make available a list of very low, low, and
moderate income levels adjusted for household size, the
corresponding maximum affordable rents adjusted by
number of bedrooms, and the minimum number of very low
or low income units required for typical sizes of multi - family
projects, which list shall be updated periodically.
(e) The multi- family project applicant may reduce
either the size or interior amenities of the affordable housing
units as long as there are not significant identifiable
differences between affordable housing units and market
rate units visible from the exterior of the dwelling units,
provided that all dwelling units conform to the requirements
of the applicable Building and Housing Codes. However,
each affordable housing unit provided shall have at least two
7
bedrooms unless: (1) the proposed project comprises at
least ninety -five percent one bedroom units, excluding the
manager's unit, in which case the affordable housing units
may be one bedroom; (2) the proposed project comprises at
least ninety -five percent zero bedroom units, excluding the
manager's unit, in which case the affordable housing units
may be zero bedroom units; (3) the proposed project
comprises zero and one bedroom units, excluding the
manager's unit, in which case the affordable housing units
must be at least one bedroom units; or (4) the multi - family
project applicant has elected not to pay the affordable
housing fee pursuant to Section 9.56.070(a)(4), in which
case the affordable housing units must be at least three
bedroom units. The design of the affordable housing units
shall be reasonably consistent with the market rate units in
the project. An affordable housing unit shall have a minimum
total floor area, depending upon the number of bedrooms
provided, no less than the following:
0 bedrooms 500 square feet
1 bedroom 600 square feet
2 bedrooms 850 square feet
3 bedrooms 1080 square feet
M
4 bedrooms 1200 square feet
Affordable housing units in multi - family projects of
one hundred units or more must be evenly disbursed
throughout the multi - family project to prevent undue
concentrations of affordable housing units.
(f) All affordable housing units in a multi - family
project or a phase of a multi - family project shall be
constructed concurrently with the construction of market rate
units in the multi - family project or phase of that project.
(g) On -site affordable housing units must be
rental units in rental projects. In ownership projects, these
affordable housing units may be either rental units or
ownership units. Affordable housing ownership units shall
comply with requirements concerning sales price, monthly
payment, and limited equity and resale restrictions as
established by resolution of the City Council to ensure that
subsequent purchasers are also income - qualified
households.
(h) Each multi - family project applicant, or his or
her successor, shall submit an annual report to the City
identifying which units are affordable units, the monthly rent
(or total housing cost if an ownership unit), vacancy
D
information for each affordable unit for the prior year,
verification of income of the household occupying each
affordable unit throughout the prior year, and such other
information as may be required by City staff.
(i) A multi - family project applicant in a residential
district who meets the requirements of this Section shall be
entitled to the density bonuses and incentives provided by
Sections 9.04.10.14.050 and 9.04.10.14.060 and the
waiver /modification of development standards provided by
Section 9.04.10.14.070. A multi - family project applicant in a
commercial or industrial district shall be entitled to the
development bonuses and incentives provided in the Land
Use and Circulation Element and implementing ordinances.
(j) All residential developments providing
affordable housing on -site pursuant to the provisions of this
Section shall receive priority building department plan check
processing by which housing developments shall have plan
check review in advance of other pending developments to
the extent authorized by law.
(k) The City Council may by resolution establish
compliance monitoring fees which reflect the reasonable
regulatory cost to the City of ensuring compliance with this
10
Section when affordable housing units are being initially
rented or sold when the required annual reports are
submitted to the City, and when the units are being re -sold
or re- leased.
SECTION 2. Santa Monica Municipal Code Section 9.56.060 is
hereby amended to read as follows:
9.56.060 Off -site option.
The following requirements must be met to satisfy
the off -site option of this Chapter:
(a) The multi - family project applicant for
ownership projects of four or more units in multi - family
residential districts shall agree to construct twenty -five
percent more affordable housing units than number of
affordable housing units required by Section 9.56.050(a) and
(b)•
(b) For all other multi - family project applicants,
the applicant shall agree to construct the same number of
affordable housing units as specified in Section 9.56.050(c).
(c) The multi - family project applicant shall identify
an alternate site suitable for residential housing which the
project applicant either owns or has site control over (e.g.,
11
purchase agreement, option to purchase, lease) subject to
City review to ensure that the proposed development is
consistent with the City's housing objectives and projects.
(d) The off -site units shall be located within a
one - quarter mile radius of the market rate units.
(e) The off -site units shall satisfy the
requirements of subsections (d) through Q) of Section
9.56.050.
(f) The off -site units shall not count towards the
satisfaction of any affordable housing obligation that
development of the alternative site with market rate units
would otherwise be subject to pursuant to this Chapter.
(g) Exceptions to the location of the off -site units
specified in this Section may be granted by the Planning
Commission on a case -by -case basis upon a showing by the
multi - family project applicant, based upon substantial
evidence, that the location of off -site units in a location
different from that specified in this Section better
accomplishes the goals of this Chapter, including maximizing
affordable housing production and dispersing affordable
housing throughout the City.
12
(h) The Housing Division of the Resource
Management Department shall prepare administrative
guidelines to implement this Section.
(i) The City Council may by resolution establish
compliance monitoring fees which reflect the reasonable
regulatory cost to the City of ensuring compliance with this
Section when affordable housing units are initially being
rented or sold when the required annual reports are
submitted to the City, and when the units are being re -sold
or re- leased.
SECTION 3. Any provision of the Santa Monica Municipal Code or appendices
thereto inconsistent with the provisions of this Ordinance, to the extent of such
inconsistencies and no further, is hereby repealed or modified to that extent necessary
to effect the provisions of this Ordinance.
SECTION 4. If any section, subsection, sentence, clause, or phrase of this
Ordinance is for any reason held to be invalid or unconstitutional by a decision of any
court of competent jurisdiction, such decision shall not affect the validity of the
remaining portions of this Ordinance. The City Council hereby declares that it would
have passed this Ordinance and each and every section, subsection, sentence, clause,
or phrase not declared invalid or unconstitutional without regard to whether any portion
of the ordinance would be subsequently declared invalid or unconstitutional.
13
SECTION 5. The Mayor shall sign and the City Clerk shall attest to the passage
of this Ordinance. The City Clerk shall cause the same to be published once in the
official newspaper within 15 days after its adoption. This Ordinance shall become
effective 30 days from its adoption.
APPROVED AS TO FORM:
MAR HA Jql ES MOU RIE
City ttorn
14
ATTACHMENT C -1
Staff Costs for AHPP Compliance Monitoring
Startup, Reoccupancy and Annual Staff Costs: Rental Units
review sample lease agreement 0.25 Administrative Analyst $39.85 $15.54 $55.39 $13.85
obtain prospective tenant names from City -
administered waiting list and schedule 0.25 Administrative Analyst $39.85 $15.54 $5539 $13.85
appt. *
interview applicant & review income /asset 2.00 Administrative Analyst $39.85 $15.54 $55.39 $110.78
documentation for Program eligibility *
provide referral list of income- qualified
0.17
Administrative Analyst
$39.85 $15.54 $55.39
$9.23
applicants to developer *
interview applicant & review income /asset
2.00
documentation for Program eligibility
$145'
review deed restriction and add record to
0.25
Administrative Analyst
$39.85 $15.54 $55.39
$13.85
monitoring database for new unit
Program management
0.05
Total Hours Per Unit:
x:2.57
Program supervision
0.1
Housing Administrator
$54.03 $21.07 $75.10
$7.51
Program management
0.05
Housing Manager
$72.14 $28.13 $100.27
$5.01
Total Hours Per Unit: ,
:3.07 ..
Staff Cost Per Unit:
$174.08
Recommended Start
* Reflects staff cost associated with the initial
occupancy
only; staff costs associated with
each subsequent occupany is presented
in the next
table.
obtain prospective tenant names from City -
$9.23
administered waiting list and schedule
0.25
appt.
$5.01
interview applicant & review income /asset
2.00
documentation for Program eligibility
$145'
provide referral list of income- qualifed
0.17
applicants to developer
Program supervision
0.1
Program management
0.05
Total Hours Per Unit:
x:2.57
Administrative Analyst $39.85 $15.54 $55.39 $13.85
Administrative Analyst $39.85 $15.54 $55.39 $110.78
Administrative Analyst $39.85 $15.54 $55.39
$9.23
Housing Administrator $54.03 $21.07 $75.10
$7.51
Housing Manager $72.14 $28.13 $100.27
$5.01
Staff Cost Per Unit:
$146.39
Recommended Reoccupancy Fee:
$145'
Staff Costs - Rental Units: Page 1 of 2
ATTACHMENT C -1
Staff Costs for AHPP Compliance Monitoring
Startup, Reoccupancy and Annual Staff Costs: Rental Units
letter to owner regardng annual report on
occupancy
0.05
Administrative Analyst
$39.85
$15.54
$55.39
$2.77
review annual report
0.08
Administrative Analyst
$39.85
$15.54
$55.39
$4.62
schedule monitoring appointment
0.08
Administrative Analyst
$39.85
$15.54
$55.39
$4.62
compliance monitoring: review tenant
- annual income recertification files
2.00
Administrative Analyst
$39.85
$15.54
$55.39
$110.78
Program supervision
0.1
Housing Administrator
$54.03
$21.07
$75.10
$7.51
Program management
0.05
Housing Manager
$72.14
$28.13
$100.27
$5.01
Total Hours Per Unit:
' 2.22 .
j
Staff Cost Per Unit:
$135.31
Recommended Annual Fee:
$135'.
** Calculated at 39% of hourly rate.
Staff Costs - Rental Units: Page 2 of 2
ATTACH M ENT C -2
Staff Costs for AHPP Compliance Monitoring
Startup, Reoccupancy and Annual Staff Costs: Ownership Units
review deed restriction and add record to 0.25
monitoring database for new unit
reviewdraft marketing plan for consistency
0.50
with local preference policy and fair housing
$55.39
review buyer income /asset documentation
0.50
for Program eligibility *
$15.54
review purchase agreement and buyer
$27.70
financing terms for consistencywith
-
affordabilitycriteria*
1.00
provide program information to buyer
1.00
regardign resale restrictions
_
Program supervision
011
Program management
0.05
Total Hours Per Unit:
+ 3.40
Administrative Analyst $39.85 $15.54 $55.39 $13.85
Administrative Analyst
$39.85
$15.54
$55.39
$27.70
Administrative Analyst
$39.85
$15.54
$55.39
$27.70
Administrative Analyst
$39.85
$15.54
$55.39
$55.39
Administrative Analyst $39.85 $15.54 $55.39
$55.39
Housing Administrator $54.03 $21.07 $75.10
$7.51
Housing Manager $72.14 $28.13 $100.27
$5.01
Staff Cost Per Unit:
$192.55
' RecommendedStart -Up Fee: !.
, $190'
* Reflects staff cost associated with the initial sale only; staff costs associated with each subsequent sale is presented in the next table.
review new buyer income /asset
0.50
documentation for Program eligibility
$7.51
review purchase agreement and new buyer
$5.01
financing terms for consistency with
1.00
affordability criteria
$150.
provide program information to new buyer
1.00
regarding resale restrictions
Program supervision
0.1
Program management
0.05
Total Hours Per Unit:
2.65
Administrative Analyst $39.85 $15.54 $55.39 $27.70
Administrative Analyst $39.85 $15.54 $55.39 $55.39
Administrative Analyst $39.85 $15.54 $55.39
$55.39
Housing Administrator $54.03 $21.07 $75.10
$7.51
Housing Manager $72.14 $28.13 $100.27
$5.01
Staff Cost Per Unit:
$151.00
' Recommended: Re sale Fee: �.
$150.
Staff Cost- Ownership Units: Page 1 of 2
ATTACHMENT C -2
Staff Costs for AHPP Compliance Monitoring
Startup, Reoccupancy and Annual Staff Costs: Ownership Units
letter to owner regardng annual report on
$39.85
occupancy
0.05
review annual report documentation to
$39.85
confirm owner lives in unit
0.30
Program supervision
0.1
Program management
0.05
l I Total Hours Per Unit:
0.50
** Calculated at 39% of hourly rate
Administrative Analyst
$39.85
$15.54 $55.39
$2.77
Administrative Analyst
$39.85
$15.54 $55.39
$16.62
Housing Administrator
$54.03
$21.07 $75.10
$7.51
Housing Manager
$72.14
$28.13 $100.27
$5.01
Staff Cost Per Unit:
$31.91
Recommended Annual Fee:
$30i
Staff Cost - Ownership Units: Page 2 of 2
Reference Resolution No.
10635 (CCS)