HomeMy WebLinkAbout12-13-2005 Adopted CC Min Spc Mtg
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A special joint meeting of the Dublin Planning Commission and City Council was held on
Tuesday, December 13,2005, in the Regional Meeting Room of the Dublin Civic Center.
The meeting was called to order at 5:00 p.m., by Mayor Lockhart.
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ROLL CALL
PRESENT: Councilmembers Hildenbrand, McCormick, Oravetz and Zika,
and Mayor Lockhart.
Planning Commissioners Biddle, Fasulkey, King, Schaub and Wehrenberg
ABSENT: None.
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PUBLIC COMMENT
Mayor Lockhart asked for public comments.
No comments were made by the public at this time.
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PROPOSED FIRST TIME HOMEBUYER LOAN PROGRAM WORKSHOP
5:03 p.m. (430-60)
Housing Specialist Julia Abdala explained that the City Council and Planning Commission
would participate in a joint workshop to discuss components of the proposed First Time
Homebuyer Loan Program. Staff would then ask the City Council to provide direction in
preparing a draft First Time Homebuyer Program, which would subsequently go to the City
Council for consideration and approval. Members of the First-Time Homebuyer Taskforce
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present, all of whom were instrumental in creating the draft loan program, were introduced:
Rick Anixter, Bank of America; JoAnn Duncan, Irwin Home Equity; Mary Rose Parkman,
City of Concord; Mike Seeley, DHI Mortgage.
Ms. Abdala briefly reviewed the 12 issues which would be discussed and for which Council
would give direction by Staff: 1) Definition of a First Time Homebuyer; 2) Target units for
which the City would provide loans; 3) Maximum amount of financing that the City could
provide in a First Time Homebuyers loan; 4) Maximum sale price allowed for a home to
participate in the Dublin program; 5) Maximum income that would be allowed for
applicants for a First Time Homebuyer Loan; 6) Who would be able to utilize the Dublin
First Time Homebuyer Loan; 7) Type of loan that the City could provide; 8) Possibility of
equity sharing on repayment of the First Time Homebuyer loan as apposed to simple
repayment of the First Time Homebuyer Loan; 9) If any interest should be charged and the
amount of interest that could be charged for the First Time Homebuyer Loan at maturity;
10) City preferences in providing First Time Homebuyer Loans to applicants; 11) Charging
an administrative fee for providing the loan and servicing the loan; and 12) Maximum assets
that an applicant may own and still quality for a Dublin First Time Homebuyer Loan. Staff
suggested that each issue be discussed individually and directed provided by the Council
before moving on to the next topic of discussion.
Issue #1: DefInition of a First Time Homebuyer.
Ms. Abdala advised that Staff recommended that a First Time Homebuyer be defined
someone who has not owned a home for 3 years, and reviewed the rationale, as well as pros
and cons of the proposed definition.
The Council, Commission and Taskforce discussed the pros and cons of the definition, and
the possibility of addressing displaced homemakers and other hardship situations in the
definition.
Ms. Abdala clarified that 3 years and some consideration for displaced homemakers and
other hardship situations was recommended by the Council and Commission.
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SPECIAL MEETING
December, 13,2005
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By consensus, the Council and Commission concurred that First Time Homebuyer should be
defined as no home ownership for three years and should include consideration for
displaced homemakers and other hardship situations.
Issue #2: Should the City provide loans for inclusionary units as well as market-rate
homes?
Ms. Abdala advised that Staff recommended that the loan program include both inclusionary
and market rate units, and reviewed the rationale, as well as pros and cons of
recommendation.
The Council, Commission and Taskforce discussed the pros and cons of the definition,
agreed that including both would make the program more comprehensive and flexible.
By consensus, the Council and Commission concurred that the loan program should include
both inclusionary units and market rate homes.
Ms. Abdala reviewed inclusionary unit underwriting examples associated with Issue #2, as
shown in PowerPoint presentation.
Issue #3: What is the maximum amount that the City should loan under the First
Time Homebuyer Loan Program?
Ms. Abdala advised that Staff recommended 10% for market rate homes and 15% for
inclusionary units, and reviewed the rationale, as well as pros and cons of the
recommendation.
The Council, Commission, Staff and those present discussed the program structure and
reviewed possible financing scenarios, as well as the possibility of piloting the program for
a year and a loan cap for individual loans.
By consensus, the Council and Commission concurred that the maximum loan amount
should be 10% for market rates homes and 15% for inclusionary units and no maximum
dollar amount cap.
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December, 13, 2005
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Cm. Zika disagreed, stating that there should be a maximum cap because if the market rate
units were funded, there would be no money left to fund inclusionary homes without down
payments.
Issue #4: Should the maximum home price a buyer may purchase with fmancing
from the City of Dublin be set at the latest median price as established by
Bay East Association of Realtors?
City Manager Richard Ambrose advised that Staff recommended that there be a limit to the
process of homes that could be financed through the City's First Time Homebuyers Loan
program.
By consensus, the Council and Commission concurred that the maximum home price a
buyer may purchase with financing from the City of Dublin be set at the latest median price
as established by Bay East Association of Realtors.
Issue #5: Should loans be made available to qualifying households with incomes up
to 140% of the County of Alameda median income?
Ms. Abdala advised that Staff recommended that loans be made available to qualifying
households with incomes up to 140% of the area median, and reviewed the rationale, as
well as pros and cons of the recommendation.
The Council, Commission, Staff and those present discussed possible financing scenarios
and agreed that, by accommodating this higher income category, more workforce
households would be served.
By consensus, the Council and Commission concurred that loans should be made available
to qualifying households with incomes up to 140% of the County of Alameda median
mcome.
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VOLUME 24
SPECIAL MEETING
December, 13, 2005
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Issue #6: Should the City of Dublin offer First Time Homebuyer Loans to
nonresidents as well as Dublin residents?
Ms. Abdala advised that Staff recommended that the loan program not be limited to Dublin
residents only because restricting loan funds could run the risk of not attracting enough
qualified candidates. She reviewed the rationale, as well as pros and cons of the
recommendation.
The Council, Commission, Staff and those present discussed whether or not to include
nonresidents in the program. The pool of Dublin residents seeking and qualifying for this
type of City financing may be too small to provide for a successful loan program, and the
possibility of including qualifying applicants who worked in Dublin.
By consensus, the Council and Commission concurred that loans should be made available
to qualifying applicants who live and/or work in the City of Dublin.
Issue #7: Should Dublin provide loans with payment deferred until the home is sold
or refinanced?
Ms. Abdala advised that Staff recommended that the program include a deferred loan with
the full payment due at the sale or refinancing of the home, and reviewed the rationale, as
well as pros and cons of the recommendation.
The Council, Commission, Staff and those present discussed various repayment and
refinancing scenarios, as well staffing to oversee the program or the possibility of
outsourcing for loan servicing if amortized loans were the preferred method of having loans
repaid.
By consensus, the Council and Commission concurred that the program should include a
deferred loan with full payment due at the sale of the home and possibly at refinancing
depending on the reason for the refinance. For example, if the applicant refinanced for a
better interest rate or put money back into the house, they would not have to repay. If they
pulled money out for personal use, they would have to pay the City back at time of
refinance.
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VOLUME 24
SPECIAL MEETING
December, 13, 2005
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Issue #8: Should the City loan be repaid with principal and a share in equity earned
on home?
Ms. Abdala indicated that this option related to market rate units only and advised that Staff
was not recommending that to share equity on inclusionary units where the buyers received
a First Time Homebuyer loan because of the resale agreements these properties have on
title. Staff recommended that whatever percentage of the sale price that the City financed,
the City would get that percentage of equity at the sale. For example, on a 10% loan, if the
original sale price was $500,000 and the City provided a loan of $50,000, then when the
loan was repaid, the City would receive $50,000 plus 10% of any appreciation on the
property financed, and the seller would still get 90% of the equity. The rationale, as well as
pros and cons of the recommendation, was reviewed.
The Council, Commission, Staff and those present discussed various fmancial scenarios for
equity sharing, as well as the possibility of having this option for market rate only and #9,
which would be discussed next, for inclusionary units. The scenario of the market rate unit
selling for less than it was purchased at was discussed, and Staff recommended a clause
which stated that, if there was no equity or if the equity was less than what the City would
earn in interest, then the City would ask for interest.
By consensus, the Council and Commission concurred that market rate home loans should
be repaid with principal and a share in the equity percentage equal to matching what the
City's contribution was and review how it works with other programs.
Issue #9: Should the City First Time Homebuyer Loan Program require loans
received to be paid back in full, including interest in the amount of the
average rate of return earned by the City.
Ms. Abdala advised that, per direction in #8 that market rate home loans should be repaid
with principal and a share in equity earned, this issue would apply to inclusionary housing
only.
CITY COUNCIL MINUTES
VOLUME 24
SPECIAL MEETING
December, 13, 2005
PAGE 462
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By consensus, the Council and Commission concurred that inclusionary unit loans should be
repaid with interest.
Issue #10: Should the City preferences used in the Inclusionary Zoning Ordinance be
applied to the First Time Homebuyer Program?
Ms. Abdala advised that the application of this option would result in a ranking system for
applications and reviewed the rationale, as well as pros and cons of the recommendation.
The Council and Commission discussed the point system for Inclusionary housing which
was already in place, and had taken considerable time and study to devise, and agreed that it
could be used as a weighting device for the loan program with the inclusionary units getting
preference.
Ms. Abdala clarified that the Council was directing Staff to include some preference for
Inclusionary units?
The Council advised yes.
Issue #11: Should the City charge an administrative fee, to be determined, for the
administration and servicing of these First Time Homebuyer Loans?
Ms. Abdala advised that collecting an administrative fee would help pay for the services of
the Housing Staff to administer this program, and reviewed the rationale, as well as pros and
cons of the recommendation.
The Council, Commission, Staff and those present discussed the costs involved to
administer the loan program and whether a fee program would be beneficial or necessary. If
no fee was required, the suggestion of collecting money for the mandatory homebuyers'
class and credit counseling was also discussed.
The Council directed Staff to look at different options and report back to Council when this
was presented at a future Council meeting.
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VOLUME 24
SPECIAL MEETING
December, 13, 2005
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Issue #12: What should be the maximum in assets owned that should be allowed for
a household to qualify for a City loan?
Ms. Abdala advised that Staff recommended that no household with liquid assets over
$250,000 qualify for a City loan, but the actual situation may vary on a case-by-case basis
and would be reviewed and evaluated along with the entire financial status of the household
in the underwriting process. The rationale and pros and cons of the recommendation were
also reviewed.
The Council, Commission, Staff and those present discussed the difference between liquid
assets and other assets, as well as the need to allow for some assets to handle emergency
situations.
By consensus, the Council and Commission concurred that the maximum amount in liquid
assets that a household may have and still qualify for the loan program should be $250,000.
The Council directed Staff to incorporate the direction given by the Council and Planning
Commission related to each of the 12 issues into the draft First Time Homebuyers Loan
program to be presented to the Council for its consideration at a future meeting.
Mayor Lockhart thanked the First Time Homebuyer Taskforce for their assistance in
crafting this program.
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ADJOURNMENT
There being no further business to come before the Planning Commission and City
Council, the special meeting was adjourned at 6:59 p.m. to the regular Planning
Commission meeting of December 13, 2005, and the regular City Council meeting of
December 20, 2005 at 7:00 p.m. in the Coun~r I ed at 100 ivic Plaza.
A TrEST: ~. ~ \ \ C_
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CITY COUNCIL MINUTES
VOLUME 24
SPECIAL MEETING
December, 13, 2005
PAGE 464
www.ci.dublin.ca.us