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CC 03-02-04cUPeMINO AGENDA CUPERTINO CITY COUNCIL ~ REGULAR ADJOURNED MEETING 10300 Torre Avenue, City Hall, Council Chambers Tuesday, March 2, 2004 3:00 p.m. PLEDGE OF ALLEGIANCE ROLL CALL STUDY SESSION 1. Conduct a joint study session with the Planning Commission to consider recommendations from the General Plan Task Fome ADJOURNMENT Adjourn to Monday, March 15 at 5:00 p.m. for commission interviews, Conference Room A, City Hall, 10300 Torte Avenue. In compliance with the Americans with Disabilities Act (ADA), the City of Cupertino will make reasonable efforts to accommodate persons with qualified disabilities. If you require special theassistance, meeting, please contact the city clerk's office at 408-777-3223 at least 48 hours in advance of EXHIBITS BEGIN HERE San June 2002 Francisco Bay Area Housing Crisis Report Card EXHIBIT Key Findings 72% of Bay Area governments are failing to take the most basic steps to address the affordable housing shortage, Three local actions could double the production of affordable homes: allowing more apartments to be built, dedicatin9 local funds to affordable housing, and adopting inclusionary zoning. Local governments helped cause our affordable housing shortage but also have the means to turn failure into success. Desperate for housing A crowd gathers at San Francisco Housing Authority after the waiting list for low income housing vouchers was reopened for the first time in three years. The Voice of Affordable Housing .... San Francisco Bay Area Housing Report Card Table Of Contents Executive Summary ..................................................................................................................... 1 Grades on the Housing Crisis Eeport Card ............................................................................... 3 How Cities Prolong The Bay Area Housing Crisis ................................................................. 4 What the Grades Mean ............................................................................................................... 6 Who Needs Affordab e Hous ng in the Bay Area? .................................................................. 7 The Status Quo Is [;ailing To Provide Housing Choices ........................................................... 8 Housing Element Results Fall Short: New Affordable Housing 1988--1998 ........................ 9 How Cities Can Make The Grade .............................................................................................. 10 Housing i01: Zoning for Housing Choices and Smart Growth ........................................... 10 Dedicated Funds for Affordable Housing .............................................................................. 12 Jobs-Housing Linkage Programs ..................................................................................... I2 Increasing Redevelopment Funds for Affordable Housing .............................................. 14 Housing Trust Funds & Bonds ....................................................................................... 15 Inclusinnary Policies .............................................................................................................. 16 The Bay Area's Homework: Housing Reform ............................................................................ 18 Appendix A: Report Card Grading System ................................................................................... 20 Appendix B: Regional Housing Needs Determination ..................................................................21 Notes ............................................................................................................................................ 24 Glossary ........................................................................................................................................ 25 Copyright Non-Profit Housing As~-ecia fion of Northern California, C~'enbdt Alli~nc~ 2002 The Voice of Affordable Housing The Non-Profit Hou~ng A~ociation of Northern California (NPH) 369 Pine St., Suite 350, San Francisco, CA 94104 (415) 989-81§0 · www. nonproflthousing.org Co~eenbelt Alliance 530 Bush St., Suite 303, San Francisco, CA 94108 (415) 398-3730 * www. greenbelt.org Nine County Housing Advocacy Network East Bay Housing Organizationz Association of Homeless & Housing Service Providers of Contra Costa County Marm Housing Council Napa Valley Nonprofit Housing Coition Housing Leadership Council of ~an Mateo County Executive Summary Local Government Inaction is Worsening the Bay Area's Housing Crisis This l~eport Card reveals why the San Francisco Bay Area continues to have a housing crisis, and how local governments can help end it. A major cause of the crisis is that 72% of the region's cities and counties are failing to take basic steps to address the Bay Area's affordable housing shortage. There is a set of proven solutions that can provide a range of housing choices for everyone, from young working families to grandparents on fixed incomes. These solutions can increase the overall supply of housing, including permanently affordable housing, yet all too many local governments have declined to adopt them. The Housing Crisis Report Card examines the extent to which cities and counties are adopting common sense strategies for affordable housing. It takes a closer look at 40 key cities and counties, selected because they are among the largest and fastest growing places in the Bay Area. Of these 40 cities and counties, only seven made the housing Honor Roll, while nearly three- quarters earned unsatisfactory marks. According to the Association of Bay Area Governments, to house its growing population this nine-county region will need to add over 230,000 new homes from 1999-2006. Of those, at least 72,000--nearly 10,000 per year--must be affordable to lower-income families. If local governments do not act, homelessness will rise and young families with children will continue to be priced out of the region. Low wage workers--who are disproportionately people of color-- will be unable to live near their jobs, and commutes will only get longer. The Housing Crisis Can be Solved Three straightforward local government actions could double the creation of affordable homes in our existing cities and towns across the Bay Area. They are: 1. Creating Housing Choices: In order to increase the overall supply of housing, allow apartments and condominiums to be built where they are now prohibited. 2. Dedicating Local Funds to Housing: Use jobs-hOusing linkage fees, housing trust funds, and additional revenues from Redevelopment Areas to create new affordable housing. 3. Adopting Inclusionary Zoning: Require that new housing include at least 15% of all homes as affordable to lower income residents. As the examples that follow show, these policies are already in place and effective in some Bay Area cities and counties that are serious about solving the housing crisis. They should be in effect in every one of the Bay Area's 109 jurisdictions. Failing to Plan, Planning for Failure The Housing Crisis Report Card is the first comprehensive look at housing elements in the Bay Area. California law requires each city and county to plan for its "fair share" of housing for people of all income levels. The housing element is the state-mandated plan for meeting housing Stmbddge Court Apartments in Castro Valley was built by BRIDGE Housing as a mixed- u~e development adjacent to B/ia~,which also incorporates an historic home. Photo: Tom Jones/California Futu~ Neu~rk. Housing is considered affordable ir'it costs no more fhan 30~ of household income. ~lsing fha~ definition, #affordable housing~ in fhis Repor~ Card means housing affordable fo lower income housel~olds, fhuse earning less 1:hen 80~ of area median income. needs. Bay Area housing elements were due to be updated in 2001 for the first time in ten years. By law, cities must provide for a broad spectrum of housing by using their zoning power to accommodate a range of housing choices, removing local government obstacles to housing, and carrying out programs to assist in the development of affordable housing. At the end of the 1990s, 39% of Bay Area cities were out of compliance with the "fair share" housing law. And this Report Card's findings show that less than one-third of the needed affordable housing was actually built. The problem of failing to plan for a diversity of housing types, including affordable housing, is getting worse. Today, 89% of Bay Area cities and counties are not complying with our state's "fair ehare" housing law.1 This report puts Bay Area leaders on alert that the region's housing crisis will worsen unless they act to adopt needed solutions. Investing to solve the housing crisis makes sense Building more housing overall--and investing in affordable housing in particular--strengthens our economy by ensuring that businesses have access to high quality workers. It strengthens our communities by ensuring that the full diversity of Bay Area residents has decent housing, everyone from our children to our grandparents. And it protects our environment by guiding new growth toward our existing cities and towns and away from our beautiful rolling hills and rich farmlands. Solving the housing crisis will take all levels of government The federal and state government are two legs of a three-legged stool that supports the creation of affordable housing. The third leg is our cities and counties, and that leg's weakness could collapse the whole stool if stronger action is not taken soon. One important development that will start us toward solutions is recent action by the California legislature. The C~overnor and legislators have placed a $2.1 billion housing bond--the l-Iousing and Emergency Shelter Trust Fund Act of 2002-- before voters in November 2002. And in Washington D.C., a National Housing Trust Fund to produce and preserve 1.5 million affordable homes has been introduced in Congress. But as this Report Ca~'dshows, local government is not doing its part. Because California's "fair share~ housing law has no teeth, far too many city leaders continue to shirk their responsibilities. The alternative is a new state law with real rewards for cities and counties that are doing their ~fair share" to meet housing needs--and real consequences for those that, year after year, refuse to provide housing choices for all of us. Grades of 40 Key Cities on the Housing Crisis Report Card These grades were developed by scoring housing elements on the 105- point report card shown in the Appendix. In the next section, the factors making up each city's grade are described below. Later sections give specific examples of local housing policies and programs that aid--or prevent--cities and counties from meeting their goals. Honor Roll Berkeley East Palo Alto Palo Alto Petaluma San Jose Santa Clara (City) Sunnyvale Good Mountain View Napa (City) Sonoma County Vacaville Needs Improvement Concord Contra Costa County Cupertino San Mateo Milpitas San Ramon Incomplete* Antioch Dublin Livermore Mountain View Novato Oakland Pleasanton Richmond San Francisco San Leandro San Rafael Solano County *Housing element not available as of 5/1/02 Fail Alameda (City) Alameda County2 Brentwood Daly City Fairfield Fremont Hayward Pittsburg Redwood City Santa Rosa Valle jo Walnut Creek EXHIBIT The Economic and Fiscal Impacts of Affordable Housing, A Santa Clara County Perspective SPONSORED BY Silicon Valley £itizens for Affordable Housing A STUDY PREPARED BY Nl.£ubed Winter 2004 EXECUTIVE SUMMARY SANTA CLARA COUNTY is in the midst of a severe, protracted housing crisis - the county is the second least affordable area in the United States. Simultaneously, as with most other counties and the state-as-a-whole, Santa Clara is experiencing reduced tax revenues, and a constrained county budget. Emerging evidence suggests that there is a dose linkage between the availability of affordable housing and public sector expenditures, particularly on social services. Shortages in affordable housing supplies have adverse impacts on the county's fiscal condition. County expenditures on social services, including temporary shelter, health care, and the judidal system, are higher, and tax revenues are lower, because of the inability of individuals' and families to find adequate housing. Conversely, increased access to housing would result in a number of benefits to the county. Based on an extensive review of the literature these include: · Reductions in spending on county-provided health, social and other public services. Increased access to housing can both reduce the demand for and increase the cost-effectiveness of public service ddivety. For example: - Formerly homeless individuals who were provided supportive housing experienced almost a 60 percent drop in emergency room visits and the number of inpatient hospital days. - Placing a foster child with a relative who has sufficient housing space costs the county $140 a month, compared to $300 a day in an emergency facility. - Keeping a patient in the hospital because of inadequate alternative housing options costs up to $1,000 a day, compared to just $40 a day for adult supportive housing. - Maintaining youth who have been emandpated from foster care in transitional supportive housing costs the county up to $1,268 a month, compared with county costs of $2,389 for group home placement. TABLE t Adequate Affordable Housing Would be More Cost-Effe~ive than Current Solutions Extra Spending Without Affordable Housing COST PER DAY FACILITY TYPE Keeping Patient in Hospital Foster Child in ~ Emergency Facility ~lll~l~~%~g~~ Provide Same Youth with a ~ Group Home Placement Affordable Housing Solutions FACILITY TYPE COST PER DAY Provide Transitional I Youth Housing ProvideAffordab~eHousing I Foster Child with a Relative L with Sufficient Housing~:~5 Source: AI. Cubed The Economic and Fiscal Impacts of Affordable Housing · I · I.ncreased access to publicly-provided programs. By either expanding peoples' knowledge of or nme to access publidy available programs, affordable housing can result in greater use of some publicly-provided services. - Use of Food Stamps, with concomitant nutritional benefits to children, has increased in cases where supportive housing has been provided. - Greater supplies of available housing would enable the county to place formerly addicted or mentally ill residents in adequate housing once their treatment has been completed, opening up slots for other needy individuals. · Higher tax revenues. There is strung evidence of the reladunship between appropriate housing and the ability to get and keep a job. Increased access to housing would almost certainly result in higher employment levels for lower income individuals. This, in turn, would both reduce county spending on social services (e.g., working people are more likely to be able to afford health care insurance), and increase county tax revenues.. - A Santa Clara County resident earning $40,000 contributes approximately $2,000 in federal and $700 in state and local (e.g., sales) taxes. · Reduced traffic congestion, with concomitant air quality benefits. More than 35 percent of Santa Clara County residents spend in excess of 30 minutes - 40 minutes for San Jose residents - commuting to work each day. Greater housing supplies within the county could serve to truncate these traffic patrerns, with associated savings. Public expenditures on housing also create economic benefits. For example, $18 million in county expenditures on affordable housing - a relatively small investment - can leverage up to $90 million in total spending on construction due to state and federal grants and financing. This investment, in turn, would produce almost 1,000 jobs, and generate dose to $5 million in taxes. Given that the current unemployment rate in the county hovers between 7 and 8 percent -- the highest of any metropolitan area in the nation -- even this modest amount of jobs, combined with the likely increased employment associated with those gaining access to the housing, would be noticeable. The Economic and Rsca( Impacts of Affordable Housing I~ il INTRODUCTION At the request of Silicon Valley Citizens for Affordable Homes, Full Circle fimded M.Cubed,' a consulting firm specializing in resource economics and public policy analysis, m investigate the impact increased access to affordable housing may have on public sector costs and program effectiveness. This research consisted of a re~4ew of existing data and literatttre related to the issue, as well as an analysis of the impact of increasing the supply of affordable housing on the county's fiscal status. Santa Clara County is in the midst of a severe, protracted housing crisis. The county is the second least affordable area in the United States.2 The fair market rent for a two-bedroom apartment in the county is $1,387, requiring at least a $50,000 household income to meet minimum affordability standards,s This compares with median Bay Area wages of $51,000 for elementary school teachers, and $19,000 for child care workers.~ As a result of high housing costs, a large number of county residents are forced into temporary, sub-standard, or crowded conditions, and many individuals cannot afford the rent on a lower-priced apartment, much less purchase a home. Low income individuals and families have been particularly haxd-hit by the housing crises. In 2000 the county had a shortage of berween 82,000 and I00,000 housing units that were affordable to extremely low income and very low income households.5 If current trends continue, this shortage could reach 135,000 units by 2010. What's more, each year there are more than 20,000 episodes of homelessness by individuals and families in the county.6 TABLE 2 Housing Shortage Expected to Worsen... Estimated Deficit in Housing Units in Santa Clara County ·.. and Residents are Paying too much for Housing Number of county residents who pay more than indicated % on housing More than 3o%: More than 5o%: Source: CounW o[ Santa Clam Housing Task Force Low income families and individuals who are homed pay a significant portion of their income towards rent. Nearly 90,000 Santa Clara County residents pay more than 30 percent of their incomes simply to be housed. And 43,000 residents pay more than half of their incomes in rent. Higher housing cost burdens squeeze families' ability to pay for other needed items, induding food and work-related transportation and other expenses. At least in part became of high housing costs, a gmwing percentage of the county's workforce - 20 percent - lives outside the county, up from 16 percent in 1990.7 More than 35 percent of county residents spend in excess of 30 minutes commuting m work each day.a Long distance commutes axe expensive and time- consuming, and can threaten peoples' ability m maintain regtdax work hours.~ As a result, many families may face a Catch-22 situation. If they live in homing they can better afford outside of the county, they may not be able to get or keep a job; but if they move closer to work, their homing costs may rise to the point where they have difficulties affording necessities, induding work-relared expenses (e.g., transportation).'° The Economic and Rscal impacts of Affordable Housing HOUSING-PUBLIC SERVICES BALANCE Housing is more than just bricks and mortar. It is a key factor in determining a family's access to economic and educational opportunities, exposure to violence and environmental hazards, and ability to accumulate financial assets. Likewise, peoples' access to housing - or the lack thereof- is closely related to their need for other publidy-provided social services, such as food (e.g., Food Stamps), health care (e.g., MediCal), and rehabilitation (e.g., for drugs, alcohol, or mental illnesses). There is a dose linkage between the availability of affordable housing and public sector expenditures and revenues. When people are inadequately housed, their demand for public services increases, and their contribution to tax revenues declines. The housing-public services balance consists of a number of key elements, including the following: · As the number of affordable units in the county decreases, the population of people seeking county assistance increases,n In some respects housing, or the tack of it, is the gateway to other public sector services. - Individuals and families with inadequate housing are subjected to higher health and other risks, and are more dependent on publicly-provided medical care, emergency shelter, and other services. -The higher the percentage of a family's income paid for housing, the lower the amount of funds they have to pay for other essential services, again increasing their reliance on public sector programs. · The county's ability to cost-effectively deliver social services is directly tied to the availability of low cost housing. The county's social service system depends on the ongoing availability of a variety of housing options and for short- and long-term lodging for the homdess and working poor - to work effectively. When housing is scarce, as it currently is, county social services managers and case workers must spend greater amounts of their work day trying to find housing for their clients who are already in the system, thereby redudng the time they can spend on delivering other services. For example, - More than 200 county residents with less than serious mental health disabilities are being "housed" in medical institutions at a cost of approximately $800 per day, until suitable, less cosily ($50/day) supportive housing becomes available.'2 - Individuals who have been court-ordered to undergo rehabilitadun are being "housed" in jail for 90 to 120 days until supportive housing becomes available.'~ As a result of high housing costs, the county's 'Continuum of Care" strategy for serving special needs populafiuns is being severely challenged, as the county and its clients spend more dollars on fewer units and consequently have less filnds to provide other services)4 · Access to public services is reduced as a result of a shortage of affordable housing. Because housing is both scarce and expensive, county residents in treatment, rehabilitation, or training programs are frequently unable to move to a permanent situation once their program is completed. Social workers are loath to put these individuals and families on the streets because they are likely to return to their previous environments and end up back at the county's front door in six months, a cosily and ineffective process. As a result, low-income individuals and families are staying longer in transitional homes, thereby diminishing the availability of these slots to other needy people? · Inadequate or distantly located housing can result in a loss of tax revenues. Access to stable housing improves county residents' ability to get and keep a job. - Without adequate housing, individuals' participation in the workforce is lower - For those who are employed an unstable housing situation can lead to higher absentee levels, and reduced productivity. Job-related income is an essential county revenue source, most predominately as reflected in the resulting sales tax receipts made possible by the income generated through steady employment. The Economic and Fiscal Impacts of Affordable Housing HOUSING THE HOMELESS Perhaps the most obvious connection between the availability of affordable housing and public sector expenditures relates to the homdess population. Homeless individuals and families tend to rely on a panoply of county services. And, at least in part because of their unstable and poor quality housing situations, this population is expensive to serve. In particular, homelessnets leads to higher health care costs (i.e., less cost-effective treatment delivery); the need for ongoing and costly provision ofemergeney shelters; and higher rates of incarceration. · Homelessness is associated with excess hospital stays, as well as higher costs per stay.'6 - Homdess individuals are subjected to much higher health risks than the general population; are more likely m wait to receive care; and as a result require more intensive care once they do seek treatment. - Physicians may be reluctant to release their homeless padenrs back on the street, where, as a result of their poor living conditions, there is a high probability that they will soon return to the medical system. · Homdess individuals suffering from substance abuse or mental illnesses are even more costly - It costs more than twice as much to provide emergency psychiatric care under involuntary detention than out-patient treatment services - approximately $170 versus $80 an hour.'7 · H~meless people placed in supportive homing experience significant reductions in shelter use, hospitalizations (regardless of type), length of stay per hospitalization, and rime incarcerated. The Corporation for Supportive Housing found that formerly homeless individuals who were provided supportive housing experienced almost a 60 percent &dine in emergency room visits and inpatient hospital days.l* There is substantial evidence indicating that stable housing situations can gready improve the cost effectiveness of service delivery - as well as reduce rates of incarceration - particularly when provided as part of "supportive housing" situations. Since more than half of all homdess individuals suffer from substance abuse or (severe) mental illness, improving access to affordable housing for the homdess is likely to reduce expenditures on mental health and substance abuse programs. The Economic and Rscal Impacts of Affordable Housing · An in-depth study of the New York/New York (NY/NY) program - in which partidpants were provided both housing and focused services - found that significant savings resulted from the provision of supportive housing to homeless individ-als suffering from severe mental illness. - Prior to their housing placement, homeless individuals with severe mental illness used an average of $40,449 per person per year in public services.'~ Eighty-six percent of these expenditures were related to health care; I 1 percent were associated with emergency shelter services; with criminal justice services accounting for approximately 3 percent.2~ - Housing placement was associated with a reduction in service use of $12,145 per individual placed, and $16,282 per housing unit per year. Half of these cost reductions were the result of decreases in the use of state psychiatric inpatient services, and another quarter were related to reduced use of emergency shelter services. Taken together, about 95 percent of the cost savings were associated with reductions in health care and shelter services. TABLE 3 Housing the Homeless Serves to Reduce Other Public Sector Costs, New York, New York Initiative Annual cost per placement before and at,er the provision of stable housing. Department of Homeless Service Office of Mental Health · Before · After Health and Hospital Corporation Medicaid, Inpatient Medicaid, Outpatient Administration Department of ~$367 Corrections, State I $55 Department of I $645 Corrections, City ~ $4oo TOTAL - Criminal jusdce system costs accounted for the remaining 4.5 percent of the total expenditure reductions induced by supportive housing placement. The total number of days incarcerated fell 39.8 percent after the placements. The average number of people and days incarcerated fell such that not only did fewer people get jailed at~er their housing placements, but, for those incarcerated, the average time spent behind bats also dedined. The Economic and Fiscal Impacts of Affordable Housing Overall, the NY/NY initiative, which induded some licensed community mental health residences, resulted in a net cost of $159 per unit per month.:' This nmnber reflects the costs associated with providing greater access to homing and social services, and the associared improvement in cost- effectiveness related to the provision of public programs. It does not account for the long-term fiscal and economic benefits of any associated increase in employment and income. THE LOW INCOME AND WORKING POOR HEALTH-HOUSING CONNECTION Santa Clara County residents who are neither fully homdess nor suffering from addiction- or mentally- related dis-funcfinn axe also likely to experience noticeable reductions in their need for public services as a result of gaining access to stable housing situations. This is particularly the case for county-provided health For the non-homeless population, the availability of a stable supply of affordable housing effects county health care expenditures in two important ways. First, inadequate housing can increase health risks, thereby inducing greater reliance on publicly-provided medical interventions. Second, unstable housing situations cam reduce individuals' and families' ability to manage their health-related needs. This, in turn, can result in greater use of costly in-patient and emergency room care, as opposed to relying on less expensive outpatient facilities. · The relationship between substandard housing and poor health has been recognized for more than a century. - Research indicates significant associations between cockroach allergen and asthma, between lead paint and chronic neurologic damage, and between substandard homes and fatal fires. - Inadequate housing has also been linked to increased rates of respiratory disease. And poor housing conditions have been connected with higher levels of violence. For example, in 1999 almost a quarter of homeless women in Santa Clara County experienced domestic violence,z: · People with stable housing who are receiving services are in a better position to engage in regular outpatient regimens that could prevent the need for costly hospitalization. Furthermore, if they are hospitalized, access to homing and support can reduce their length of hospital stay. In-patient care can cost between $800 to $1,000 a day - just a few additional days spent at a hospital costs more than a market-rate apartment in the county.25 And if stable housing enables them to find and retain employment (see below), they may be in a better position to pay for all or part of this care. Low income people with mental illness, when they seek psychiatric hospitalization, often do so more as a short-term housing arrangement than for psychiatric reasons. Enhancing services - either housing or case management - can generate reductions in the use of inpatient mental health services, especially among heavy hospital users.2~ HOUSING AND CHILDREN Children access county programs principally through the foster care, education and health care systems. Unstable or sub-standard housing can increase children's demands for both of these services. For example: · Frequent moves caused by financially unsustainable housing situations can undermine school performance, reduce skill development, and increase the risk of dropping out of school entirely. The Economic and Fiscal impacts of Affordable Housing · 5 · Low income parents in expensive housing situations can be forced to make trade-offs between paying the rent and pttrchasing food. The resulting adverse impact on children's nutrition can retaxd a child's physical and intellectual development. Conversel~ increasing access to housing can improve children's nutrition, with concomitant benefits.25 TABLE 5 Access to Affordable Housing Can Reduce Foster Care Expenditures FACILITY TYPE COST PER DAY Relative Care 155 Group Home ~ Placement Emergency /llll SheEter, per day: Source: Office o[ Housin§ Resources and Development Children are also impacted by the effectiveness with which their addicted or mentally ill parents move through care systems, and are placed in affordable housing situations. For example, children in the county whose parents have completed their rehabilitation or treatment are spending longer in foster care separated from their families because of the difficulty of finding housing. Likewise, access to affordable housing can enable both parents and relatives to take care of children who would otherwise be transferred to other foster care situations at much greater expense. For example, a relative family foster placement results in county costs of $140 a month, compared with group home placement of as much as $2,389 a month, and emergency child shelter costs of $300 a day.~ Over the last decade the number of foster families in the county has been approximately halved. The high cost of housing has almost certainly contributed to the loss of in-county foster family slots. For example, among foster family prodders who are homeowners, 24 percent reported that their current housing situation prevents them from providing care to at least one additional child; and 47 percent indicated that they'd be interested in accepting housing assistance to provide care for at least one more childY In addition, maintaining youth who have been emancipated from foster care in transitional supportive housing, which typically consists of small homes, costs the county up to $1,268 a month, compared with county costs of $2,389 for group home placement. As a result, investing in affordable housing associated with transitional living programs could reduce county costs associated with emergency shelters and other spedalized placements. Stable housing situations can improve the life chances of a large number of poor children. Most of the positive outcomes - in the form of better employment and more productive civic engagement - will not be realized for a decade or more. However, improvements in school performance and reductions in youth- related criminal activity would serve to reduce pressure on schools and the criminal justice system, with concomitant fiscal benefits. INCREASED HOUSING ACCESS WILL RESULT IN HIGHER TAX REVENUES In addition m its impact on public sector expendituses, increasing access m affordable housing can result in higher local tax revenues. This is because access to affordable housing is a key element in getting and keeping a job for (former) welfare recipients and other low-income families,u Employment generates the income individuals and families need to make purchases, generating concomitant sales and other tax revenue.25 For example, a Santa Clara County family earning $40,000 contributes approximatdy $2,000 in federal and $700 in state and local (e.g., sales) taxes.~ The Economic and Fiscal Impacts ofAffordaNe Housingl~ 6 The need to pay high housing costs leaves low income families who are attempting to move into the workforce with little money for employment-relared costs, such as additional dothing and food expenses, child care, and transportation to and from work. By redudng a family's homing cost burden, housing assistance can free up additional dollars for work-related expenses and other basic needs. Stable housing is a foundation for greater self-suffidency. Housing instability can disrupt work schedules and hinder job search activities, and moving may drain energy and resources. Not having a stable address may also limit a job seeker's prospects. There is a growing body of research indicating that welfare reform successes are greater among families with assisted housing than among other low income families. For example, · Among families that left welfare in Cuyahoga County, Ohio, in 1996, households with housing assistance were 16 percent less likely to return to the welfare rolls in the following year than families without housing assistanceY · Employment was higher among welfare leaven in Massachusetts with housing subsidies than among those without housing assistance, even though the former had greater barriers to work (e.g., out-of-the-job market for longer periods; minotities).~: · Among families unnsifioning from welfare in Los Angeles County, those with housing assistance were more likely to be employed in each quarter of the first year after leaving welfare than families without such assistance.~3 · A study of welfare redpients in four counties in California, conducted while the JOBS program (known as GAIN) was under way, found that participation in the Section 8 tenant-based program had a substantial positive effect on the number of hours that welfare redpients worked. · Enrollment in the Minnesota Family Investment Program (MFIP) - which provided housing assistance - boosted the employment rates of long-term welfare recipients by 18 percentage points. This was more than double the gain in employment rotes for long- term welfare recipients not living in public or subsidized housing who were eligible for the same services. Quarterly earnings increased an average of 25 percent among the families eligible for full MFIP services that lived in public or subsidized housing. Earnings increased only two percent, an amount that was not stau'stically significant, among families eligible for full MFIP services that did not live in public or subsidized housing. Taken as a whole, the gains found -induding reductions in poverty as well as increases in employment, earnings, and even marriage rotes - are among the strongest ever documented for a welfare reform undertaking in the United States.u The provision of affordable housing which enables families to live closer m employment opporttmifies may also help welfare recipients and other low income individuals get and keep jobs. Families with low earnings may be confined to sub-standard housing at considerable distance from job opportunities. Such locations can increase rime and commuting costs to work, and prevent the wage earner from participating effectively throughout the regional labor market. Lack of affordable housing can prevent families from moving in circumstances in which they could improve their economic prospects by doing so. These include moves to areas with greater employment oppottunides, as well as to areas where parents fed safe enough to go m work and leave older children unattended or to retttrn from their job at night on public transportation. The Economic and Rscal Impacts of Affordable Housing · 7 OTHER ECONOMIC BENEFITS OF INVESTMENT IN AFFORDABLE HOUSING Housing investment has long been considered a key economic stimulus? And for much of the past century, national, state, and local governments have used housing subsidies and investment incentives to spur economic growth and recovery. For example, $18 million in county expenditures on affordable housing - a relatively small investment - can leverage up to $90 million in total spending on construction due to state and federal grants and financing.~ This investment, in turn, would produce almost 1,000 jobs, and generate dose to $5 million in taxes.~ This estimate does not include the economic benefits associated with housing- induced improvements in neighborhood quality and property values. CONCLUSION: THE AFFORDABLE HOUSING-FISCAL HEALTH LINKAGE While difficult to quantify in total, significant secondary benefits to Santa Clara County's budget would result fi.om improved access to affordable housing. REDUCED COUNTY SOCIAL SERVICE EXPENSES Increased access to affordable housing can result in greater benefits than the direct provision of shelter to needy families. Available evidence indicates that stable housing can directly induce public sector cost savings, particularly for such programs as foster care, health care, and mental services. On the other hand, adequate housing supplies can also beneficially serve to increase families' use of SOme social services, including the federally-funded Food Stamps program. NEW JOB CREATION AND NEW TAX REVENUES Increased supplies of affordable housing can also result in noticeable economic benefits. This is particularly noteworthy given the county's ongoing employment woes - almost 90,000 jobs were lost between March 2001 and March 2002, more than a 7 percent dedine.~ The construction resulting fi.om an $18 million county investment - combined with the "leveraging" affect induced by the ability to attract state and federal matching funds - would support upwards of 1,000 jobs in Santa Clara. Likewise, stable housing situations enable Santa Clara residents to obtain and maintain employment, with concomitant contributions to state and local tax revenues. The Economic and RSCal Impacts of Affordable Housing · 8 APPENDIX A MORE INFORMATION NEEDED TO EVALUATE THE BENEFITS OF HOUSING INVESTMENTS There is substantial evidence that investments in affordable housing can improve state and local fiscal conditions, by both reducing the demand for and the cost of social services provided to those who are inadequately housed. However, there is a scarcity of data from which policymakers can base both their housing investment decisions, and fully understand the relationship between expenditures on housing and the resulting impact on other social service outlays. Likewise, for the most part county social service agencies do not track their clients by their housing status, making it difficult to evaluate the fiscal relationship between affordable housing and other publicly-provided services. It is important that new information be developed so that cost-effective and beneficial decisions can be made related to the range of county-, state-, and federally-provided social services. Key analytical needs include: · An ability to track the outcomes associated with investments in a range of publicly provided programs, including housing, heath services, and employment assistance. · A comprehensive analysis of the linkage between affordable housing supplies and expenditures on related public sector services. · The devdopment of quantitative means to assess the fiscal implications of affordable housing supply gaps, as well as investments in affordable housing. · An evaluation of how the provision of stable housing impacts individuals, families, the county, and the general economy. The Economic and Fiscal Impacts of Affordable Housing Il 9 ENDNOTES In addition, it would be useful to examine the financial implicafious of increased investments in housing from one fimding source (e.g., Redevelopment funds), and changes in expenditures associated with another (e.g., General Fund monies dedicated to social services). For example, it would be useful to track the implications of increasing access to affordable housing for foster families and the resulting impacts on expenditures on foster services in general. 1. Steven Moss, M. Cubed Partner, served as lead investigator for the project, with support from Jill Staplemn. Julie Ann Yuen was responsible for report graphica. In addition to his work at M. Cubed he is an Adjunct Lecm~t in the Public Administration Program at San Francisco State University;, and is a frequent conuibutor to KQED-Radio's Perspective series. HIS previous publications include Smart Growth Versus Sprawl in California, published by American Farmland Trust; Beyond Sprawl: New Patterns of Growth to Fit the New California, published by the Bank of America; and ommg Price Impacts of Land Use Iniuauve~: Evidence from Celifomia,~ in Superior California Builder. Mc Mo~ has a Masters of Public Policy from the Univenity of Michigan. 2. Radha Bhatmcharya, Further Concerns Regarding the Low-Income Homing Crla~ in California, Delmrtment of Economics, Callfomia State University, Fullerton, April 2001. 3. ~Real Fac~," February 24, 2003. 4. California Budget Project, I. axked Out 2002, October 2002. 5. This number does not take into account the housing need* of uncounted familie*, those living in over-crowded conditions or tn illegally converted garages~ or of workers forced by hotumg costs to commute long di.~mcez. Low income households are defined as those earning between 50 and 80 pezcent of median income. Report of the Homing Needs Workgroup of the Regional Housing Blueprint Subcommittee of the Cotmty of Santa Clam Housing Task Force; 6. Sixty peroent of homdess children are under the age of 12. Jerome Bum-ein and Linda Woodsmall, 1999 Santa Clara County Homeleas Survey, September 8, 2000. 7. Santa Clara County Housing Task Force, Housing Need: Supplemental Materials, 2002. 8. "Cereus 2000: Table P048: Travel Time to Work for Workers 16 Years or Older. Santa Clara County, San Jose,' U. S. Census Bureau, 2001. 40 minutes for San Jose residents - commuting to work each day. 9. In 2000, 30 percent of total freeway miles in Santa CLara County received the worst possible conge~on rating, up from 15 percent in 1991. Ibid. 10. ' ' · .... H~gh honsmg cosu also adversdy umpact the county's ability to recrmt and retain public employe~. To the extent that educ~ the quality of the countys worlfforce, t can affect the delivery of public programs, including such critical services as education, public health, and saK*ty. 11. A countervailing factor is that as available affordable housing supplies ~hrlnk, some individuah and families who cannot afford to live in the county will move elsewhere, thereby eliminating them.selvea from the county roils entfil~y. 12. Office of the County F.~ecutive, Supportive Housing Initiative, 2002. 13. Ibid. I4. Ibid. 15. Ibid. 16. Salit, S.A.,et,al 1998 ~Hosp~talizauon Costs Associated wub HomdessnessmNewYorkC~ty,-NewEoglandjoumal of Medidne, 338(24): 173440. 17. Hoenigman, op. cit. 18. CSH, Health, Housing and Integrated Services Initiative, 2002. 19. 1999 dollars. Housing · 9 The Economic and F~scal Impacts of Affordable Housing However, costs associated w~th mcarcerauon alone ~vere included m the study inclusion of po ce and court ume and 20. ' ' . . expense would undoubtably increase this percentage stgmficandy. al. , The Impact of Supportive Housing on Homeless People wath Severe Mental Illness on the 21. Culhane, Dennis P.. et. Corrections, and Emergency Shelter Systems: The New York, Hew York Initiative, Utklization of the Public Health, FannieMae Foundation, May 2001. 22. Santa Clara County Housing Task Force, op. cit. . Sodal 23. Supportive housing can be provided for approximatdy $40 a day. Ot~ce of Housing Resources and Devdopment, Service Agency of Santa Clara County, ~Houslng Needs Analysis, Social Sen'ice Agency Target Populations," December ....... Land, lanuary 2003. e Hoeni an, ~Homelessness in a Progeess~ve taty, urban s 2002; Vine gm 27. Ibid. 28. Santa Clara County Social Services Agency, Promise Your Family a Better Future, September 2002. 30. Based on U. S. Census Bureau and Bureau of Labor Statistics data. in Massachusetts. MA: MassachUSetts 33. Verna, Nandita and Rick Hendra, Comparing Outcome~ for Los Angele~ County,s HUD- A~sisted and Unassisted CalWorks Leavers, Manpower Demonstration Research Corporation, December 2001, U. S. Department of Housing program, Manpower Demonsrrauon Research Corporauon, percent, the highest of any major metropolitan area. 35. The unemployment rate in the San Jose metropolitan area is 7. 9 an "'obless Statistics Overlook Many," San FrancisCO Chronicle, November 17, 2002. 36. The leveraging, or "subsidy," effect - the amount of funds attracted from public and non- profit sources outside the jurisdiction - of affordable housing can range substantially, from virtually nothing to fifty to one. Both the City of San Jose and the City and County of San Francisco typically experience a leverage ratio of between two and three. See "Housing Trust Fact Sheet," December 2002; ~San Francasco Clear ng raousg lc" -'r The Economic and Rscai impacts of Affordable Housing Cupertino Chamber of Commerce Your Partner in Silicon Valley The Honorable Sandra James, Mayor and Honorable City Council Members City of Cupertino 10300 Tone Avenue Cupertino, CA 95014 February27,2004 , "'HIBIT. RE: GENERAL PLAN TASK FORCE RECOMMENDATION AND MINORITY REPORT Dear Mayor James and Honorable Members of the Cupertino City Council: On behalf of the Cupertino Chamber of Commerce Board of Directors, we would like to officially voice our position on the recommendations proposed by the General Plan Task Force (GPTF). In our vision, the General Plan is the blueprint for our city, and we want to make sure that Cupertino remains a good place to live, work and conduct business. Good design and beautiful architecture sometimes require planning flexibility. The Chamber believes the existing General Plan is a better model for supporting the needs of the business community and is more consistent with economic development goals, because it offers far more flexibility in areas such as building height and density. Building height and density are better evaluated on a site specific basis. For the most part, The Chamber of Commerce does not endorse the January 2003 Draft General Plan as originally put forth by the GPTF. Instead, the Chamber supports both the general concepts and concerns of the Minority Report of the GPTF as outlined in the attached document. Areas where we agree with the GPTF recommendations include: (1) the decoupling of on-site housing currently required for commercial expansion and (2) Policy 2-9: Jobs/Housing Balance, with the exception that the Chamber supports reinstating housing in the Vallco district. · In addition, the Chamber does not support "spot" or "pocket" rezoning in commercial districts, which is consistent with our past stated land use positions. Finally, if the GPTF recommendations are adopted, the Chamber strongly supports a "carve-out" district for Vallco that permits higher heights, more signage, mixed use, and greater all-around flexibility than allowed in the rest of the General Plan. The Chamber wants to give Vallco every opportunity to reach its highest retail potential. Our concerns are that the current GPTF recommendations will discourage business attraction, retention and expansion in the community. There needs to be a better balance between the needs of business and the desires of some parties for affordable housing, share the road/walkability, slower growth, and sustainability (e.g. energy efficiency and green building materials). The Chamber beheves that the C ty s dependence o sales tax dollars demands strong support for flexibility in business-related projects, particularly those that generate retail sales tax revenue. Thank you for this opportunity to weigh in on an issue of great significance to the citizens and businesses of Cupertino. Best regards, President Chief Executive Officer Cupertino Planning Commission Steve Piasecki, Director of Community Development wvvw. cupertino-chamberorg · info~cupertino-chamberorg 20455 SilveradoAvenue · Cupertino, CA95014 · /408) 252-7054 · FAX (408) 252-0638 Cupertino General Plan Task Force Minority Report: Mixed Use Development, Building Density, and Below-Market-Rate Housing January 8, 2004 Summary of minority report key concerns with the General Plan Task Force recommendations: 1. Housing needs are inadequately addressed. Goal of balance between jobs and housing is eliminated. Residential growth from Vallco, Crossroads, and Homestead areas is eliminated. Affordable housing ob.~ectives are eliminated. 2. Mixed use is severely restricted. Deleted from Crossroads and Vallco areas. Reduced in Homestead area. Restricted elsewhere. 3. Building design is severely restricted and not considered in context. Building heights are severely restricted and confused with "view preservation". Crossroads design considerations (such as moving buildings closer to street) are eliminated. Most density increases are eliminated. 4. Flexibility of the council to make changes for varying conditions and benefit of the city is severely restricted. Little growth is allowed. No exceptions to height limits are allowed. Commercial to residential conversions are prohibited. Density exceptions are prohibited. Reasons for concerns: I. Incentives for property owners to improve properties and eliminate blight are removed. 2. Housing needs of public servants (teachers, public safety personnel), seniors, and lower-income residents are not considered. 3. Community desire for a downtown area is not considered. 4. Flexibility for changing economic and other circumstances is eliminated. 5. Regional issues such as housing and traffic are not considered. EXHIBIT Bicycle Pedestrian Commission Recommends Retain Pedestrian Emphasis -Traffic calming (P. 4-2) -Pedestrian grid (P. 4-8) Cupertino General Plan I Retain Policy 4-6: Balancing LOS & Pedestrians X = Intersections with Most Auto/Pedestrian Collisions S = Grade Schools Near Problem Intersections Cuperlino General Plan Cupertino General Plan Task Force: Problems with Land Use, Community Design, and Housing Recommendations Rod Brown March 1,2004 Hurts Cupertino economic viability Economic viability of our city is impaired by excessive restrictions on height, density, and mixed use. Income potential is reduced. - Productivity and sales tax revenues are diminished. - Incentives for property owners to improve declining properties are removed. Eliminates creation of a downtown · Recent community survey indicated 75% of residents desire a downtown. · Task force recommendation cuts key downtown design features and fails to consider them in context. - Building heights are severely restricted. - Moving buildings closer to street is deleted. - Density increases are eliminated. Discourages housing of key community members Housing needs of key community members with below-average incomes, such as teachers, public safety personnel, and fixed-income seniors are not considered. To afford average Bay Area home ($560K), family needs to earn $104K (20% down) to $126K (5% down). Task force recommendation - Eliminates most below-market-rate housing objectives. - Establishes obstacles to building more affordable housing by unduly limiting density, height, and mixed use. - Eliminates residential growth from Vallco, Crossroads, and Homestead areas. Fails to address problems · Inter-city issues such as traffic and housing are not adequately considered. · Many of the sources of these problems lie outside of our city; we must partner with our neighbors to resolve them. · Task force recommendation advocates for more business without increasing housing, thus increasing traffic problems. Recommendation: approve the draft general plan · Increases Cupertino's economic vitality · Supports Cupertino citizens' desire for a downtown · Encourages Cupertino housing of key community members · Addresses traffic and other inter-city problems 3 EXHIBITS END HERE