Loading...
HomeMy WebLinkAbout75-057REL:nr 4-30-75 RESOLUTION NO. 75- 57 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA ANA APPROVING AND ADOPTING AN AMENDMENT TO THE HOUSING ELEMENT OF THE GENERAL PLAN WHEREAS, the State of California has required all cities to prepare a Housing Element; and WHEREAS, the City of Santa Ana adopted a Housing Element as part of the General Plan of 1966; and WHEREAS, the adopted Housing Element requires revision and updating; and WHEREAS, the Planning Department has prepared an amendment to the adopted Housing Element in accordance with the applicable guidelines and mandates of the State; and WHEREAS, a Negative Declaration was prepared for said amend- ment to the Housing Element; and WHEREAS, the Planning Commission of the City of Santa Ana held two public hearings on April 28, 1975 and by its Resolution 6070 has recommended to the City Council approval of the said amendment of the Housing Element of the General Plan, which is attached hereto as Exhibit "A" and acceptance of the Negative Declaration prepared therefor, which is attached hereto as Ex- hibit B"; and WHEREAS, the City Council gave due notice of a hearing by publication as required by the Santa Ana Municipal Code and said public hearing was held at the time and place so published; NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Santa Ana hereby adopts the recommendation of the Santa Ana Planning Commission as contained in its Resolution 6070, and does adopt the amendment of the Housing Element of the General Plan which is attached hereto as Exhibit "A", and by this reference incorporated herein as though fully set forth. BE IT FURTHER RESOLVED that, in accordance with Section 27-17 of the Santa Ana Municipal Code, said amendment to the Housing Element is hereby adopted as the Housing Element of the General Plan. BE IT FURTHER RESOLVED that the said Negative Declaration pre- pared for the said amendment to the Housing Element, attached hereto as Exhibit "B" and by this reference incorporated herein as though fully set forth, is hereby accepted. RESOLUTION NO. 75- 57 PAGE TWO PASSED AND ADOPTED by the City Council of the City of Santa Ana at its regular meeting held on the 5th day of May , 1975. ATTEST: CLERK OF THC COUNCIL STATE OF CALIFORNIA ) COUNTY OF ORANGE ) ss CITY OF SANTA ANA ) I, FLORENCE I. MALONE, do hereby certify that I am the Clerk of the Council of the City of Santa Ana; that the foregoing Reso- lution was introduced to said Council at its regular meeting held on the 5th day of , 1975 and was at said meeting passed and adopted by the following vote, to wit: AYES, NOES, ABSENT, COUNCILMEN: COUNCILMEN: COUNCILMEN: Evans, Yamamoto, Bricken, Ortiz, Garthe, Brandt, Ward None None APPROVED AS TO FORM: CHARLES PROPOSED HOUSING ELEMENT OF THE GENERAL PLAN OF THE CITY OF SANTA ANA (AN ~ENDMENT TO THE HOUSING ELEMENT OF THE GENERAL PLAN) PREPARED BY THE SANTA AHA PLANNING DEPARTMENT APRIL, 1975 MEMORANDUM TO: The Planning Commission~ DATE: FROM: Qffice of ~the City Attorney SUBJECT: Draft Housing Element April 25, 1975 This office has reviewed the draft Housing Element dated April 25, 1975, and in our opinion, it demonstrates con- formity with the guidelines of the California Council on Intergovernmental Relations and satisfies the legal re- quirements of the State of California with respect to sufficiency and adequacy. Prepared by: Approved by: Charles Acting C~,t~y Attorney REL/mS CHAPTER I CHAPTER II CHAPTER III CHAPTER IV C~APTER V CHApTeR VI CHAPTER VII CHAPTER VIII CHAPTER IX CHAPTER X TABLE,.OF CONTENTS Introduction Summary of Housing and Socio-economic Conditions Related studies Economy of the Housing Market Area Housing Market. Condition and De~and Analysis of S%ate and Federal Legislation Areas of Housing Problems Multiple Unit Survey Citizen .Participation Housing Program CHAPTER I. INTRODUCTION OBJECTIVES OF THE HOUSING O O O O O O O O O To provide an objective, practical basis to fully develop a Housing Element as required by California State Law. To establish needed data and discuss strategies necessary to ensure an adequate and balanced housing program for the City of Santa Ana. To provide the necessary background information to determine the appropriate mix of program activities and implementation techniques which may be proposed to implement the Housing Element. To provide data and findings which will assist in the preparation of applications for State or Federal Housing or Co~muunity Development Funds. To develop and interpret housing data and to determine the housing demand and needs for all levels of income housing. To identify specific obstacles, both public amxi private, which con- strain equal opportunity in housing. To identify major existing and potential housing problems in the City, their relationship to public safety concerns, educational and other goverm~ental responsibilities. To develop a listing of target areas within the City (identification of residential blight and deterioration within the scope of the '~/orkable Program for Codm~ulityDevelopment"). To provide analysis of pertinent state and national legislation. To provide a statement of housing goals and policies designed to guide public and private resources towards the improvement of housing conditions in SantaAna. O1 Solvin~ Housin~ Problems Basically, there are two types of resources available to deal with housing needs: private and gove~-~,,ental. Private resources include the manpower and financing of business, industry and general citizenry; while governmental resources comprise local, state and federal plans and alloca- tions. It is apparent from past endeavors, however, that the best approach to housing problems involves a cooperative effort of both private and goverrauental resources. Another essential ingredient in any approach to housing needs must necessarily be intergover~,,ental coordination. The City of Santa Aha is only one of twenty-six cities in Orange County. Because of the nature of the region and the interdependency of many of its jurisdictions, housing problems initiated in one city may have a significant impact on another. Hence, any planned solutions for housing problems in Santa Ana ~3~st be developed with regard to their possible regional effect. Finally, it must be realized that no housing program ~ no matter how well planned - can succeed without genuine citizen support and parti- cipation. Therefore, a proposed housing program should involve close com- munication with the citizenry of Santa Aha. In this way, citizen input can ensure that proposed housing programs do not upset the desired struc~ ture of comm]nity life. State Law and the Housin~ and Comm]nit~z Development Act State Law, the State of California Council on Intergove~ental Relations, Housing Element ~uidelines, applicable requirements of the City's 'Workable Program," and the Housing and Ommunity Development Act of 1974 place a variety of requirements on this doct~ent. The research and analysis has been organized to address the three areas of concern incorporated in the State Housing Element Law, plus additional material to satisfy FHA guidelines, the needs of the '5~orkable Program," and the Housing and Corammnity Development Act. Six years ago, the California legislature made it mandatory for each city and county general plan to include a "housing element." Section 65302(c) of the Govemm~ent Code now states that: . "A housing element consisting of standards and plans for the improvement of housing and for the pro- vision of adequate sites for housing" O2 shall be included in a general plan and that: "This element of the plan shall make adequate provision for the housing needs of all economic segments of the c~,u,~nity." Thus, the State Law indicates that local conmunities, through their housing elements, ~ course of action dealing with three primary areas of concern. These are as follows: o standards and plans for the provision of adequate housing sites, o adequate provision for the housing needs of all econemic segments, o standards and plans for the improvement of housing. In 1971, th.e State Commission of Housing .and C~,,.unity Development adopted a set of guidelines for the preparation of local housing elements. According to these guidelines, a housing element must include statements or descriptions on the following subject areas: o housing problems and obstacles, o housing goals, o a housing plan and program, o a housing element review and update process, o relationship of the hausing element to other general plan elements. This element contains a discussion of outstanding problems and obstacles in the three areas of concern identified in the State Law. However, in addition to problems and obstacles, one other important factor is discussed - prevailing constraints. In the context of this doc~ent, the tern housing problem~_ refers to the effects of unrealized housing needs. These effects can~ve ~n impact on the users of housing and the co,m~mity at large. The guidelines also suggest that communities investigate obstacles to satisfying local housing needs and to solving housing related problems. O3 The tern obstacles refers to those factors which /,~.ede ~he satis- faction of housing ne---6-e~and the solution of housing-related problems. The term constraints refers to those factors which, at least in the short run, are relati'9~l~ "fixed" or "given" f~-o,, the standpoint of what the City of Santa Aha can actually do about resolving outstanding problems and obstacles. In essence, constraints establish the parmmeters within · which City housing-related actions can be initiated. A~roach to the Housh/ ]~lement As previously mentioned, housing in Santa ha and throughout the nation is in trouble. The symptoms may be cited under three general cate- gories: 1. inadeqnate supply of housing for low and moderate income facilities, 2. unequml opportunities - lack of housing choice and mobility, 3. deteriorating housing quality. This Housing Element addresses these problems, both in terms of identifi- cation of the problems and action programs (including City-wide goals and policies), to assit in alleviating each of thom. Thus, this report deals with one of the most enduring sources of controversy and misunderstanding in urban affairs - the issue of housing needs and what to do about it. At the very minimum, housing needs are, at any moment of time, the needs of the families and other households who do not have what the Congress in the Housing Act of 1949 called "a decent home and a suitable living en- viror~ent." Overwhelmingly, these households are among the poor, the near poor and the lower economic middle class. Much of the controversy comes on two points: (1) In more concrete terms, what is a "decent" home and what is a "suitable" living environ- ment? (2) What of needs beyond those of the present physical environment and the present moment? How many more households will be formed over the coming five, ten or twenty-five years? ~nat will they be able to spend on housing? Where will they want to live? Will internal migration of our 04. physically mobile population result in surpluses of decent housing in some localities and serious shortages inothers? How many presently acceptable houses will slide into maintenance and repair and shifting land uses in our growing and ever-changing urban area? The approach to the above stated problems and issues has been developed in light of the fact that housing is more than structures and en- closed space. It includes all of the immediate physical envirorment, both within and outside of buildings, in which families and households live, grow and decline. It is largely manmade. Its primary functions are three: 1. to provide comfortable shelter, to Provide a proper setting, both within the structure and in its neighborhood, for the day-to-day activities of families and households, of small, infomal groups of children and adults who make them up; and to provide the locus or location o£ families and other groups within the larger physcial pattern of the locality. The revised Santa Arm Housing Element presents a view of needs and problems, primarily in quantitative terms, for housing, looking at the pre- sent and estimating the future in light of the i~nediate past. The approach to the study has been to objectively identify and analyze the pertinent problems and issues and the pros and cons of alternative courses of action in light of those political, social and economic considerations which characterize the City. In analyzing and recomnending goals, policies and actions for housing, the City of Santa Arm has kept in mind the fundamental rights sought to be preserved by our constitutional system. The Housing Element is not intended to fit each individual into an appropriate place in a planned society, but rather to promote the best living and working conditions in an orderly environment that will ensure the greatest pos- sible freedom for all. This is simply saying a little more explicitly ? a decent home and a suitable living enviror~ent. Area Delineation for the Housing; Anal)sis Prior to undertaking the study, it was determined that a broad City- wide approach would be required, in addition to an examination of critical O5 target areas, so that the housing probl~as and needs of subareas and com- munities within the City coula be umlerstood within the context of problems and needs of the City as a whole, within this City-wide framework, separ- ate and related attention is given to the specific problems and needs of smaller areas within the City, i.e., census tracts and target areas. It was decided that a County-~ride perspective ~ould also be pro- vided so that the City and its census tracts a~i target areas could be readily compared to overall housing market conditions. Limitations of Data All relevant socio-economic and housing data contained in the 1970 Census of Population and Housing was used during the preparation of this doct, aent. In addition, many items of recent data were collected, analyzed, and synthesized to determine 1974 social, economic and housing conditions. Where current data items relevant to the study were not available and could not be collected due to limitations in time and the cost of data collection, the most up-to-date "state of the art" methodology for estimating these items was used, i.e., income, unemployment. A general inspection of the entire City was conducted, followed by a more intensive field survey of housing and other physical conditions of specific '~roblem" target areas. The inventory followed the techniques of the American Public Health Association as modified by the Environmental Health Division of the Orange County Health Department and constituted a '~indshield" survey of housing units and physical conditions of the target areas. The inventory did not include the level of detailed house-by-house inspection required to determine the cost of bringing a deteriorating or dilapidated housingunit up to standards of the Building Code. Despite these limitations, the order of magnitude of housing con- ditions indicated by the survey is valid for the purpose of reaching im- portant conclusions as to the type, magrlitude and character of the City's housing problems. CHAPTER II. SUMMARY OF HOUSING AND SOCIO-ECONOMIC CONDITIONS HOUSEHOLD, CHARACTERISTICS TENURE 57% of the households in Santa Aha own their own home as compared with 65~ in Orange County. Only 43% of black households and of Spanish- American households in Santa Aha own their own home. Elderly households have higher homeownershtp rates than other households in Santa Anao HOUSEH~LD SIZE Two, three, and four person households are a majority of all households and they are growing in numbers faster than all larger household sizes. However, a majority of persons live in households with four or more members. Currently, there are approximately 3.06 persons per household in Santa Aha, a decrease from the 1970 level of 3.26 persons per household. Renter households tend to be smaller than homeowner households. Blacks and, especially, Spanish-Americans have larger households than average households. More than a third of all families with six or more members are either black or Spanish-American. Almost 70% of all households are husband- wife families and approximately 9% of the O7 households are headed by females. Almost 20% of the households were composed of single individ~als or one person households. Female head households were most common among blacks, and only 61% of black households were husband-wife families. - Heads of primary individual households tend to be either young or elderly. - Black and especially Spanish-American household heads tend to be younger than all household heads. Large households are most common among households with a head age 30-44 and these households tend to have the most children. Female head families more commonly contain children than any other household type. Elderly households rarely include children. INCOME The estimated 1974 median families and unrelated individuals income (household income) of residents in Santa Ana was $10,110, an increase of 18% over the census reported median of $8,547 in 1969. The 1974 median families and unrelated individuals income of resi~ents in Orange County was $12,981. The County's median was $2,871 (28%) more than the Cityts median. In 1970 the County's median was only $2,007 (23%) more than the City's. While the City's median has increased, it has actually lost ground in achieving parity with the County. In 1974 approximately 7.3% of the families in Santa Aha earned less than $3,000, compared to only 4.2% of the families in Orange County. The 1970 Census classified 3,120 (8.1%) families in Santa Aha as receiving income below the poverty level, compared with 18,608 (5.2%) families in Orange County. The 1970 Census classified a total of 15,808 (10.2%) persons in Santa Aha as receiving income below the poverty level, compared with 90,484 (6.5%) persons in Orange County. Approximately 3,120 families (8.2%) in Santa Aha earned income below the poverty level. Approximately 24% of these families received public assistance in 1970. Spanish-Americans and, especially, blacks had 'lower incomes than other households. The 1974 median family income of families in Santa Aha was $12,037 as compared with $15,061 for the entire County. Renters had markedly lower incomes than homeowners. Between 1969 and 1974 the median family income of · Santa Ana residents increased by 19% while the median of Orange County increased by 23%. One person households had far lower incomes than other households. Two person households also had signifi- cantly lower incomes than all larger household sizes. Busband-wife households with heads age 30 to 64 were the household type with the highest incomes. Pri- mary individual households had the lowest incomes. Female head households had median incomes less than half of those of households with a male head. In 1970 the City had 17.5% of the County's total population receiving incomes below the poverty level, but only ll.0~of the County's population. This situation appears to have worsened since 1970. MOBILITY The most recent information from the 1970 Census in- dicates that 43% of the dwelling units in Santa Ana were occupied by persons within the previous two years. The mobility of residents of the entire county was 44% during the same period. Approximately 6% of Santa Ana's households and 2% of the County's resided in the same dwelling unit since 1949. The census information indicated that young adults are highly mobile. Mobility decreases significantly with age until about the age of 45. More than 94% of households in Santa Aha had moved since 1950; almost one-half in the last three years. ooo00 Renters are much more mobile than homeowners. More than half of renters had moved in the last 12 months compared to approximately one-eighth of owners. One person households have the highest levels of long residence because the proportion of elderly households is highest in that household size. Among homeowners, low income households are the least mobile, which again reflects the proportion of elderly households among the lowest income homeowners. Mobility patterns are not markedly different among renters of various income levels. The occupants of housing with low rent are less mobile than those with high rent. Similarly, low valued homes are associated with less mo- bility than high valued homes. ' MTRUC~JRAL HOUSING CHARACTERISTICS I~EAR S~'RUCTURE BUILT In Santa Ana, ~ousing built in the 1970's constituted more than one-fifth (21%) of the housing stock, but housing more than 34 years old is also an important part (14%) of the 1974 housing stock. From April 1, 1970 to June 30, 1974 there were 321 demolitions and 10,646 new units constructed in Santa Aha, for an overall increase of 10,325 (21%) dwelling un,ts. There were 2,087 single family dwelling units constructed and 321 demolished since 1970, representing increase of 1,766. Of the 10,325 increase, only 1,766 (17%) were single family units, 6,865 (66%) were multiple units and 1,694 (16%) were mobile homes. Almost 80% (1,665) of the 2,087 single family dwelling units constructed since 1970 are located, to the south of Warner avenue. More than one-half (52%) of the 6,865 mul, tiple family dwelling units constructed since 1970 are located to the south of Warner avenue. 00001. - One person households are more commonly found in the oldest housing; two person households in the newest. Blacks and Spanish-Americans occupied older housing much more frequently than other households. Husband-wife families, except among the elderly, tend to live in newer housing than other households. Elderly husband-wife households and primary individuals had the greatest tendency to live in the oldest housing. UNITS IN STRUCTURE The single family home is still the dominant housing type in Sant~ Ana and Orange County, but the proportion of multi-unit structures and mobile homesafe both inc- .reasing. In Santa Aha, single family houses represent 59% and mobile homes represent 6% of the housing stock in 1974. Single unit structures are primarily owner-occupied, but the percentage of renters increases as the age of the housing increases. Multi-unit housing is overwhelmingly renter-occupied, regardless of age. One and two person households are overrepresented among multi-unit housing and mobllehomes. Four or more per- son households are overrepresented among single units. Primary individuals and the elderly are much more common among mobilehome and multi-unit structure resid- ents than in single units. Primary individuals were especially dominant among the renters in the largest apartment structures. Mobile home owners had much lower incomes than other homeowners. Owneroccupants of units in multi-unit stru- ctures had higher incomes than mobilehome owners, but much lower incomes than single unit owners. Renters had similar income distributions regardless of the type of structure they occupied. KITCHEN FACILITIES Approximately 628 units lacked complete kitchen facilities in 1970. Another 27 units had access to kitchen facilities only through the living quarters of another household 00001 .! HEATING E~UIPMENT Seventeen percent Of th~ housing units in Santa Aha lacked heating equipment in 1970, The proportion in Orange County. was 13%. Renter households lacked adequate heating more fre- quently than homeowner households. Most units with inadequate heating equipment have all plumbing facilities. Approximately 85% of the d~elling units occupied by Whites had heating equipment, compared with 81% for Negro and 73% of the White Spanish Language or Spanish surname dwelling units. PLUMBING FACILITIES Units lacking plumbing facilities totaled 580 in 1970, approximately 1.2% of the housing stock. Higher than average proportions of inadequate plumbing facilities occSr among minority households, low income households, and renters, and among occupants of housing with the lowest values and the lowest rents. - Three hundred eighty-two of the 580 units lacking plumbing facilities were occupied by renters. MANUFACTURED HOUSING Mobile homes and mobile home parks are both showing growth rates higher than other components of the housing market. Mobile homes more than doubled from 1970 to 1974, accounting for about §.6% of the Santa Aha housing stock. Most mobile homes are owned and, compared to other housing, are relatively new. Mobile home parks are used for both residential and recreational purposes. About 1% of mobile home park spaces in Santa Aha can be expected to be vacant as long as the high costs of housing and population growth continue in Orange County. O0001Z OVERCROI~D!NG One-fifth (20%) of the City's dwelling units had three or fewer rooms in 1970. There were an average of 4.8 rooms per dwelling unit in Santa Aha and 5.2 rooms in Orange County. Renters, blacks, Spanish-Americans, and low income areas all have significantly above average incidences of overcrowding. Overcrowding is primarily associated with large households. Over 60% of six or more person households were overcrow- ded (1.01 or more persons per room). There were an average of 3.2 persons per room in owner occupied units and 2.4 persons per room in renters occupied units. The household types with the largest average size had the highest levels of overcrowding. These were husband- wife households in the prime child bearing years. Overcrowding was highest among units with the fewest rooms, and the lowest home values or rents. The income groups with the highest overcrowding rates were those between $5,000 and. S15,000 annual income. One person per room is not a fully adequate measure of overcrowding. No more than two persons per bedrooms is also a useful standard. A combination of these two standards is a better indicator of the social functiona- lity of a housing unit than either taken alone. Mea- suring overcrowding by use of a two person per bed- room standard results in higher levels of overcrowding. With the exception of rental units large enough for seven or more person households, there are enough large housing units in the housing stock to house all large households without overcrowding. However, since the largest units tend to be above average in value or rent, a majority of large households are unable to compete successfully in the housing markets for them. There are few suitably large vacant units, regardless of price, that large overcro- wded households could have moved into. 0000113 ABILITY TO. AFFORD HOUSING BOUSING COSTS Housing costs have gone up rapidly both during the 1960's and since then. Home prices have increased more rapidly than incomes. Consequently, the 1974 single family home market is now at levels associated with higher incomes than the purchasing range of the 1970 market. Since 1970, rents have gone up 21% in Santa Ana. Between 1970 and 1974, the average FHA insured new home had slightly decreased in square feet and lot size, but construction cost, sales price, and especially square foot land cost had gone up substantially. Other factors in housing price increases included interim financing costs, wage costs, materials costs, community facilities costs, and delays caused bM governmental regulations. ~ Apartment construction costs increased approximately as rapidly as single unit construction costs. No new single family tract homes have been marketed in Santa Aha for less than $30,000 since 1973. Comparison data from the 1960 and 1970 Census show a strong price and quality disparity in the County's housing distribution. This discrepancy appears to have intensified by 1974, suggesting that where a great amount of low-income housing is found there will not be counterbalancing amounts of high-valued units. The cost of.home ownership rose more than 55% from 1960 to 1970 and more than 85% from 1960 to 1974. The "Consumer Price Index" for the Los Angeles and Orange Counties registered an increase from 79.6 in 1960 to 147.1 in May 1974. (Includes home purchase, interest, insurance, taxes, home maintenance and repairs.) Data from 1960 Census indicate that five cities - Anaheim, Buena Park, Fullerton, Garden Grove and Santa Aha - contained more than half of all owner occupied units in the County valued under $10,000, by 1960 standards. By 1970 these same five cities 000014 increased their share of the County's low-priced units to 60%. However, by 1970 the standard for low-pri~ed dwelling units had shifted from $10,000 to $20,000; virtually no new dwelling units under $10,000 were built between 1960 and 1970. The upward shift in the standards from 1960 to 1970 is due to two factors; an overall up- ward shift of the distribution and an increase in the Home Ownership Component of the Consumer. Price Index for the Los Angeles - Orange County area. While there has been a shift in the distribution of the lower valued homes, there have also been changes in the expensive and middle valued units. These ranges were $20,000 and over and $10,000 - $20,000 respectively in 1960. Due to the shift in the price distribution the 1970 standards were moved to $35,000 plus and $20,000 - $35,000 respectively. As of 1974 the cities of Laguna Beach, Newport Beach, Seal Beach, Villa Park, Irvine and the unincorporated area of Tustin-Foothills held a disproportionately large share of the most expensive homes with regard to their percentage share of the County's total housing stock. While this pattern was evident in 1970, the 1974 data show that there was a strong shift to these areas from 1960-1974 with regard to the construc- tion of expensive'units. While this movement was underway, the five cities of Anaheim, Buena Park, FullertSn, Garden Grove and Santa Aha underwent a considerable downward shift from 1960 to 1974 in their proportion of the County's highest- valued units. This decline from 37% to approximately 17% had the effect of widening the gap between their housing composition and that of neighboring cities and areas with high proportions of expensive dwellings, The average selling price of a completed or under con- struction single family detached home in Orange County during the second quarter of 1974 Was approximately $55,000. Nearly 94% of all single family detached homes completed or under construction during the second quarter of 1974. had a selling price in excess of $40,000. Average selling price of a completed or under construc- tion PUD residential unit during the second quarter of 1974 was approximately $39,300. ABILITY TO,AFFORD HOMEO~NERSHIP Besides prices, factors important in deter- mining the affordability of housing in- clude interest rates, terms, and accept- 000015 ability for credit. In 1974, FHA interest rates were raised to historic high levels. C0nventidffal loan interest rates are also high. 1974 has been marked by considerable adjustments in the relationships between FHA and conventional loans, These adjustments can be expected to continue since further changes in FHA programs are pending. · Until 1974, as a general rule lenders would finance a home valued at 2.5 times the yearly income of a family. Recently some lenders have reduced this ratio to 1.5. 1974 median family income was $12,037, which means that more than 50% of the families in Santa Aha could not afford a house with value over $30,093 (using an income multiplier of 2.5) or a house with value over $21,666 (using an income multiplier of 1.8). Based on the sales market of second quarter 1974 single family (detached) homes in Orange County there were no new single family (detached) homes for sale for less than $31,950. The average base price of the 257 different models in the South and East Orange County Market area (includes Santa Aha) was $65,552 containing 2,038 square feet with a value ratio (price per square feet) of $32.16 and averaging'3.7 bedrooms and 2.4 baths. This means that there were no homes afford in the price range of atleast 50% Of the families in Santa Aha. Based on second quarter 1974 PUD residential unit con- struction, 61~ of the homes built in Orange County could be afforded by at most 40% of the families in Santa Ans. Only one of the 57 single family projects surveyed in the South and East Orange County Marketing a~ea in the second quarter of 1974 offered VA financing while all had Conventional financing available. It is considerably less expensive for a homeowner to remain in his present home than for a. renter to become an owner of a comparable home. This is true because most existing homeowners purchased their homes at lower than current interest rates and at former prices. Un- like renters who have to make a down payment to become owners, existing owners do not have to make a substantial cash outlay to remain homeowners. Homeownership is less common among low- income groups than higher. Many low in- come households can afford to be homeown- ers despite current low income because they became owners when they were in a higher income group. They bought at O000J former prices and former interest rates, so their monthly ownership obligations are relatively low, especially in relation to their alternatives in the housing market. Not all households which could afford to own their own homes chose to do so. Mobility, residential location, .transportation, asset conversion, number of dependents, and other factors contribute to · decisions to rent completely apart from income. Homeownership rates are generally higher among older and larger households and among husband-wife families than among other household types. Among the elderly, however, homeownership rates are substantial at all income levels and all household sizes. ABILITY TO AFFORD RENTAL ROUSING Few rental units rented for less than $50 in 1970. The median gross rent was $133 in Santa Aha and $150 in Orange County. From 1970 to 1974, mean rents rose from approximately $133 to $190 per month in Santa Aha, an increase of 43%. Multiple units (apartments) in Santa Aha rented for an average'monthly rent of $161 in 1974. Almost all very low income renter households pay more than 35% of their incomes for rent. As income in- creases, the percentage of renters paying substantial percentages of their incomes for rent decreases. Among high income renters, most pay less than 10% of their incomes for,rent. While only minimum estimates can be made by gross rent category of how many additional low rent units are needed, the need clearly is very large. The lower the value or gross rent, the more likely the housing unit is occupied by a low income house- hold, a non-high school graduate, or a person receiving old age or aid to dependent children assistance. 00001'7 TARGET AREA CHARACTERISTICS Urban Futures conducted a Housing Stock Condition Survey on a parcel by parcel basis of areas indicated by this study and analysis to be of intense housing or socio-economic concern. Eleven housing target areas were identified consisting 'of 4,018 households. All but one of the target areas had suffered loss of units and population since the 1970 Census. More than sixty-four percent of the housing units were built prior to 1945 and approximately one out of six units had a life expectancy of less than ten years. Units rated as "poor" regarding Quality of Maintenance constituted 17.6% of the total and those with a Premise Rating of "poor", 18%. The Central Corridor Area of Santa Aha, aligned with First Street in an east-west direction between Grand Avenue and Fairview Street, contains six target areas with the bulk of the poorest-rated units in terms of overall housing stock condition. The six Central Corridor target areas are within the seven worst housing areas of Santa Aha and represent 60.7% of the total units in the eleven target areas. Of the eleven, the worst rated target area was located north of First Street on the east and west sides of Grand Avenue between McClay Street and the Atchison, Topeka, and Santa Fe Railroad up to Fourth Street. It was followed by the Logan Street Area and Progresso Area in second and third worst ratings respectively. Each target area had both lower values for owner occupied units and lower contract rents than their respective census tracts based on the 1970 Census Block Statistics. In each target area the percentage of units with 1.01 persons or more per room exceeded the percentage for the census tracts in which they were located. On the relative rating of the severity of the identi- fied areas of housing problems, the areas west of the Santa Aha River achieved the best overall housing condition rating and constituted the neighborhoods known as Santa Anita and Silver Acres. These locations were followed by the Southeast[Delhi ~arget Area as the next least severe. 000018 In general, areas ~denti~,ed as'Potential Problem Areas for the C~ty of Santa Aha clustered eroun~ rec0gn~zable target are& locations. Even though these areas are presently not ss critical ss the target areas, these locations could prove to be the more serious end substantial housing problems face~ by the City in the future due to their ex- pansive area and large number of units. SOCIO~Eq~01~0MIC C~RACTERISTIC~ Santa Ana is a central city of the Anaheim-Santa Aha-Garden Grove S~andar~ Metropolitan Statistical Area (Orange County). In April 1970, there were 156, 448 persons living in Santa Ans. This number reflects the population enumerated during the 1970 Census of Popula- tion and Housing. The June 30, 1974 estimated population of the City is 183,768 persons. Both the 1970 and 1974 City's population repre- sented 11% of the total population of Orange County. There were 146,247 white persons livlng in the City, or 93.4 percent of the total populatlon in 1970. White persons represented 97.5 per- cent of the population of the County. There were 6,729 (4.3~) Blacks living in the City in 1970. O00O19 Also living in the City were 40, 169 persons of Spanish Language or Spanish Surname representing 25.7% of the City*s population. It is.estimated that these percentages have been maintained since 1970..The 20.7% increase in dwelling units of Santa Ana since 1970 have been predominately occupied by whites; while minority groups have tended to move into older housing areas of the City. In August 1974 unemployment reached approximately ~, 270 (7. 1%) of the civilian labor force in Santa Ana and a seasonally adjusted unemployment rate of 6.0% for the entire county. Santa Ana's unemployment is typically greater than the County's. The median income of families and unrelated individuals in the City was $10, 110 in 1974, an increase of 18.2% over 1969. The median income of families and unrelated individuals in the County was $12, 981 in 1974, an increase of 23.0% over 1969. The incomes of families and unrelated individuals in Santa Ana are not keeping pace with the County. There were 47, 824 persons 3 to '34 years old enrolled in schools within the City,' this includes 4, 161 children in nursery school and kindergarten, 27, 592 children in grades 1 through 8, and 10, 788 in high school. Of the population 25 years old and over in Santa Ana Aha, 23.7 percent had.a grade school education or less, 55.2 percent were high school graduates; including 22.7 percent who had completed some years of college. For Orange County, the figures were 13.1% who had completed eight or fewer years of school, 70.5% who had completed at least high school, and 35.6% who had completed one or more years of college. The median school years completed for persons 25 years oldand over was 12.2 years in Santa Ana, as compared to 12.6 years for Orange County as a whole. About 8.0 percent of the population 25 years old and over in the City had completed four years of college or more, compared with 15.8 percent for Orange County. As illustrated by these statistics the Countyfs population was better educated than the City's. .About 59. 5% of the 139, 977 persons 5 years and over in the City moved between 1965 and 1970. Of these movers, 50.0% moved within Orange County, and 17.5% moved from a different County within the state. The remainder of the movers came from states other than California. The number of movers Who were persons of Spanish Language or Spanish Surname in the City was 20, 903, representing 60.5% of the 34, 558 persons of Spanish Language or Spanish Surname 5 years of age and older.. About 1,681 of these persons moved from states other than California, 52.3% coming from tile west, 3.5% from the northeast, 14.5% from the north central, and 29. 7% from the south. · 0000 l CHAPTER, III. RELATED STUDIES Introduction In order to place the extensive amount of data generated by the Housing Element into proper perspective, this chapter will analyze and draw conclusions concerning the relationship between the Housing ~lement and the following past policies, adopted doc~nents or draft proposals of the City of Santa Ana. These text will concentrate on: 1. General Plan of the City of Santa Ana prepared by Ruth and Krushkhov, Arthur D. Little, Inc. and D. Jackson Faustman and Associates and adopted in August of 1965. 2. The Santa Aha Zoning Ordinance, excerpts from Municipal Code Chapter 41. 3. The Santa Ana "Growth Policy Report" dated October 25, 1974. 4. The Capital Improvements Program for the City of Santa Aha. S. The application, Housing Assistance Program, and three-year Development Plan drafts developed in accordance .with the 1974 Housing and Conmunity Development-Act by City staff. 6. Other general observations concerning this Element and the City of Santa Ana. General Plan The 1965 General Plan provided an analysis of housing conditions in the City of Santa Ana. Although at that time the Housing Element of the General Plan was not a mandatory element under State Law, the 196S General Plan does contain much of the analysis presently required. Housing was addressed under the work contained within Technical Workbook No. 4, pp. 97-99, which represented the respective areas of Basic Studies, Citizens Studies/ Conmunity Goals, Facilities Plans/Implementation Proposals. The information was based on the 1960 federal census and staff observations. The problem of housing was at that time not viewed as serious in Santa Ana and the phrase "The City Without Slwas" was viewed as a potential if code enforcement 000021 activities were pursued upon ten percent or less of the residential blocks in the City. However, the General Plan did distinctly locate seventeen areas under a three-stage priority system for cede enforcement. The fol- lowing excerpt from the General Plan describes both the areas and the activities proposed: Priority 1 Areas: These areas are the areas of the most severe conditions of blight and deterioration and should be in receipt of the first measures of code enforcement and con~nL~ity facilities programs. 1. The five-block area bounded on the north by Washington Place, on the south by Fruit Street, on the west by the Southern Pacific tracks and on the east at the A.T. ~ S.F. tracks. 2. The thirteen-block area bounded on the west by Maple, on the east by Cedar, on the south by (hestnut and on the north by Third Street. 5. The extreme western section of the City of Santa Ana north of First Street and west of Euclid. 4. The downtown area betwee~ Omstnut and Fourth Streets and Ross and French Streets. S. The extreme western corner of the City of Santa Arm bounded by Euclid on the west and Seventeenth Street on the north. 6. The te~-block area bounded on the north by the Pacific Electric tracks, on the east by Townsend and Daisy Streets, on the south by First and (hestnut Streets, with the eastern boundary being Artesia Street. 7. The block bounded by Fifth Street on the north, Forry Lane on the west and Missouri on the east. Priority 2 Areas: Areas of less concentrated deterioration where there are deteriorating structures mixed with sound structures. 1. The area south and east of the Warner Street Yard, bounded by Dyer Road on the south, Main Street on the west and Evergreen on the east. 2. The two-block area south of Fifth Street, north of First Street between Jackson and Harper Streets. The three-block area bounded by Hazard 000022 on the north, Fifth on the south, Euclid on the west and Rosita Avenue on the east. 3. The area in southeast Santa Am, east of the Edison School be- tween Madison School on the north and the Warner :City Yard on the south. 4. The twelve-block area west of Main and east of Ross between Bishop Street on the north and Beverly on the south. 5. The general area east of Daisy and west of Bristol between Ninth Street on the north and Fifth Street on the south. 6. The central belt of Santa Ana between Fifth Street and Bishop Street extending from Raitt Street on the west to Ross Street on the east. 7. The area in southwest Santa Aha to the north of Santa Arm Valley High School and the west of Smedley Jtmior High in the vicinity of St. Andrew and Greenville Streets. In comparing those identified areas with the ones designated as Target Areas by this Element, it can be clearly seen that basically the seven pri- ority "one" areas match up with the Target Areas across the board. Devia- tions over the last decade have been caused by an expansion of blight into fringe areas and the re~val of substandard residential structures for such projects as the widening of First Street and the expansion of the Civic Center area with its accompanying recycling of adjacent residential land to associated office-professional uses. The priority "two" areas o£ less con- centrated structural deterioration also match with Target Areas. It includes the neighborhoods con, only known as Santa Anita, Silver Acres and Delhi. Priority "two" areas numbered two and three duplicate a tw~-block portion of the Santa Anita neighborhood. The seven priority "three" areas of spot deterioration whthin sound areas (as of 1964) match in two cases with Target Areas, in three with portions of Target Areas am~ areas identified by this study as Potential Problem Area, and in two cases match only with the category of Potential Problem Area. The Progresso and Logan areas both were in a priority one ranking, as was a portion of the Southwest Area (the bulk of which was a priority three .rating). The fifth area of the priority "three" category was rather expansive in nature and so duplicated a number of the areas enumerated previously. It appears clear that the basic location of substandard housing condi- tions has not extensively changed since 196S. It has, in fact, been primarily 00002 a process of spreading blight to encompass additional blocks and portions of adjacen~ neighborhoods or subdivisions.' The General Plan recommendations of converting the deteriorating residential area in the vicinity of Washington and Custer Streets to industrial use were not implemented and the Logan Area has continued to be a major problem of substandard housing and intensely compatible uses. The recon~endation that the areas between First and Fifth Streets have increased residential densities applied to stimulate conversion of use has not mterialized. In both these areas the development of new and improved circulation facilities as recomuended by the General Plan has accom- plished little, except for structural removal for a specific project to elimi- rmte the extensive housing deterioration. In the Progresso and Santa Anita neighborhoods, it was suggested that the development of new commmity facili- ties and the improvement of street standards would provide an impetus for local activities improving the quality of housing. In retrospect, these recomuendations have either not been implemented or unaggresively pursued based on the current status and condition of the subject areas. A further and the most emphatic recon~nendation of the General Plan was that there be a uniformily enforced application of building and other City codes pertaining to housing, and the enforcement of the California Housing Code in relation to the occupancy and physical characteristics of the structures in all the areas of deterioration based on the priority system as previously discussed. According to the Office of the City Attorney, there have been no prosecutions under the Housing and Dangerous Buildings Code in the past except on a complaint basis. Even though the Department of Building Safety and Housing at present has the knowledge and sophistication to pursue such a program, the history since the General Plan recoramendations of 1965 indicates that such enforcement has not been effectuated based on the current status of the blighted housing areas. The information contained within Technical Workbook No. 2, Citizens Studies/C~,.,~nity Goals concernir~g the problems, potentials and coments upon the areas of housing and con~m~ity relations is in part a predated version of some findings revealed in this document. It recon~uended, under cc~m~u~ity Relations, that purchase of substandard housing marring the City should be made and such units revamped to modera standards (similar to federal programs now available under the Ho~sing and Conm~nity Development A~t of 1974). It ~urther stated that proper zoning should be enacted to protect residential areas in all categories. The potential for secondary programs of education, recreation, youth programs, human relations council, and similar measures were pointed out for the beneficial effect they could have on the populations in areas of substandard housing. Such programs are 000024 an early version of the more sophisticated and some established programs recommended or described by this study in relation to enhancing equal opportunity. The common demoninator that substandard housing areas consist of vicinities with intense land use incompatibilities was pointed out by the General Plan. The tools to co,hence an attack on housing problems were available in 1965; the problems and locations were defined at that time; and the fact that these deteriorating areas were indicative of the complex inter- relationship of economic, social and physical environments was made clear. The continuing lack of cc~mniment on the part of the City of Santa Arm to solve housing problems, as documented by the findings of this study, has in part been responsible for the deteriorated condition of much of its existing housing stock. General Plan Element Relation.ships To some degree, all elements of the General Plan are related and inter- dependent. The Housing Element is closely related to the remaining seven State mandated general plan elements. The most direct linkages are to the Land Use, Circulation, Safety, Noise, Open Space and Conservation. The most important relationships are between the Housing and Land Use Elements and the Housing and Safety Elements. Land Use Blement The Housing Element has a stronger interface with the Land Use Element than with any other element of the Santa Ana General Plan. Policies of the Housing Element will provide for additional guidance in allocating the types of land uses complimentary to residential areas. Significant portions of the Land Use Blement will require re-evaluation and amendment as a result of fids element and its on-going refinement. Circulation Element Circulation includes those systems thatmeve people, materials, goods or services ,(e.g., water, sewer, jet fuel lines, petroleum products, energy, etc.) by any means. The location of new housing and its necessary access routes will have an impact on the Circulation Element. Some existing road- ways may need to be modified to provide for new housing developments. 000025 The Santa Aha Zoning Ordinance is conventional in nature with little in the way of special provisions concerning low income housing. There are no specific zoning or design provisions pertaining to unit design parking or amenities for the elderly or handicapped. The ordinance proves ambivalent in the residential use district regulations. The standards are deficient at both ends of the spectrum in that they neither encourage the provision of low income housing units nor require high quality amenities producing a stock of high quality, higher priced units or rentals. Whether by design or acci- dent, t~e residential district regulations are geared for development under the "lowest comnon denominator" theory of residential quality. Even though this would add to the stock of lower priced or lower cost rental units, it does not ensure that those households with the greatest need for housing occupy such units and still does not make any special provisions for low or fixed income groups. ~hile many cities in Orange County and California as a whole are up- grading and intensifying residential development standards, Santa Ana re- quirements still reflect the development attitudes of the 1960 era of resi~ dential development. Of notable exception are the Planned Community and Planned Residential Development sections of the ordinance. The R 1, Single Family Residence, District may address the issue of new single {amily sub- divisions; however, it does not reflect that the majority of R 1 development has already been accomplished and the needs of this district now concern room additions, garage conversions, expansion for growing families, patios or other romedial or additive homeowner activities. As with the other resi- dential districts, no provisions are imposed regarding the maintenance of the physical housing unit or grounds to certain minimal levels for the life- time of the residence. The R 1 District pemits day care nurseries by con- ditional use permit, however, does not make clear provisions concerning {oster home activities for children, the ambulatory elderly or the physically or mentally handicapped. The multiple unit residential use districts range from the R 2 District at one unit per each 3,000 square feet of lot area to the R 4 at one unit per S00 square feet of lot area for projects of four stories or more. Other densities include one unit for 1,000 or 1,200 square feet of area in the R 3 and R 3H, and one unit for 1,S00 in the R 4 for projects under four stories. Parking standards require only one garage or carport space per unit for one, two or three-family units. In multiple-family projects, the ~mximum required is only one and one-half spaces per unit (one space for bachelor units). Even in the multiple-unit survey, owners and man~gers conmented on the lack of adequate parking facilities creatin~ 000026 circulation and conjestion problems. The ordinance is minimal in that in no cases does it require the installation of enclosed garage facilities for residential units as most other zoning ordinances mandate, with carports permitted only under special circtm~stances and conditions. The minim~n unit sizes required by the R $ and R 4 Districts are only the most absolute of minimums. The R 5 requires 300 square feet for a bachelor unit; S00 for a one bedroom, and 750 for a two-bedroom. The R 4 standards indicated minimums of 450 square feet for a bachelor, 650 square feet for a one bedroom, and 800 square feet for a two-bedroom. Oddly enough senior citizens' developments are only permitted in the R 4 with a conditional use permit, the residential district which has the higher unit minimum sizes. The lower unit sizes would be more appropriate for the development of housing projects for the elderly. Publications have been distribured by such organizations as the American Society of Planning Officials dealing with such issues as zoning standards for housing of the elderly concerning occupant and structural characteristics, occupancy guarantees, safety features, density, area per room and other development standards which may be used as guidelines in revamping the Santa Aha ordinance. For low income housing in general, the concept of housing density bonuses and impact zoning have already been dis- cussed in other sections of this study, and similar publications have been released by ASPO and the American Institute of Planners concerning criteria and guidelines. Standardized guidelines and criteria for the design of private, as well as public, facilities accu..,odating the handicapped can be obtained from the federal goven,,~ent (Housing and Urban Develo~ent or Health, F~ducation and Welfare}. Of more general importance is the necessity for the City of Santa Ana to comprehensively revise its zoning ordinance to: (a) upgrade the overall quality of design and mmenities supplied for future new residential units; (b) modify residential land use districts to more appropriately reflect the problems of modifying or enhancing existing units; and (c) develop standards for the long term maintenance of units and ameni- ties to stem potential deterioration and spread of blight. The eleven target areas, even though substantially single family in character, were mixed zoning districts and predominantly R 2 and R 3. The area west of the Santa Ana River consisting of four target areas was pre- dominantly R 2 and R ZB (parking modification), with C 1 and C 2 strip com- mercial along the arterial highways. R 1 zoning was found only in the Silver Acres target area. A 1, General Agricultural, zoning was applied to the mobile home parks and areas of former dairy operations. The six target areas in the Central Corridor Area of the City had the most mixed zoning 000027 pattern of the target areas with R Z, R 3, R 3H, R 4, C 1, C 2, nP, P, CD, HD II, R 1, ]4 1, M 2 and 0 zonings. The Logan Area was zoned c~pletely M 1 and M 2 and showed the highest degree of incompatibility between zoning ar~ existing use. It appears as though a theoretical concept of zoning deteriorating housing to a higher use to stimulate conversion was pursued in ntnnerous cases in the Central Corridor Area. The Southeast/Delhi Target Area was zoned R 2 for the residential areas, with a C 1, Neighborhood Com- mercial corner at Central and Hallady, and strip coll,~ercial zoning on M~in Street and Warner Avenue. There is some M 1 zoning on Orange Avenue south of the Southern Pacific Railroad right of way, but only seven residential units are affected. Depending upon the selection of action programs for the various target areas, some rezoning may be necessary in order to dis~ courage speculation and absentee ownership if the areas are to be retained as low density residential. The Potential Problem Areas identified in Chapter VII are primarily zoned R 1 with some R 2. These areas in particular would need modification of the residential districts to reflect the problems of expanding and enhancing existing uses and the need for standards of long term maintenance. Santa Ana Growth Policy The Santo Arm Growth Policy is an att,,pt to create an equilibriom between growth trends and service capacity by using cost-benefit analysis. Only in this case are we concerned with the entire City of Santa Ana rather than a parcel of land or particular project. For that reason, it has to be hypothetical in construction and will need modification as actual conditions change or evolve over time. Estimates of absorption capacity, recycling to higher intensity residential use, loss of residential use to other uses, development phasing and revenue projections are subject to influence by in- dependent variables over which the local governmental structure does not have control. Therefore, the docoment is one of "polic~' rather than one of pre- diction. It attempts to establish desirable growth levels within which the City can feasibly serve new residents and businesses in the most economic fashion. The population allocation model contained in this revised Housing Element does not foresee the same intensity of growth anticipated by the Growth Policy Report. Santa Ana is forecasted to reach a population of 206,800 persons in 1990 by the Urban Puture's model, while the adopted "growth policy" stipulates a limit of 255,000 persons in 1990. The alloca- tion model was based on a statistical analysis of the desirability factors of all the census tracts in Orange County and used as its source the 00002 population projections of the Southern California Association of Governments, the Orange County Forecast and Analysis Centez and the Orange County General Plan of Land Use for 1983. There is a distinction between an allocation and a policy limitation of population that does not make these two figures inha~nonious. The allocation model does show that the gro~rth policy should be achievable by the City of Santa Ana. Ho_ nsing and Co~nunity Development Plan The Housing and Cam.unity Development Plan and Housing Assistance Plan required by the provisions of the 1974 Housing and Commmity Development Act for receipt o£ entitlements used the definitions of the 1970 census, the Department of Housing and Urban Development, and the criteria and definitions used in the preparation of this Housing P. lement. The following analysis pro- ceeds through the major points of the three-year plan, the Housing Assistance Plan, the survey questionnaire and, finally, the citizen input element. H/CD Three-Year Plan: Basically, the text, findings and recuJi~,enda- tions are in conformance with the Housing Element. The Central Corridor Area referenced by this document conforms to the programs of senior citizen housing, redevelopment activity, development of detailed neighborhood plans, acquisition, clearance, packaging, demolition and relocation programs pro- posed. The Central Corridor Area did represent the bulk of the City's de~ teriorated and substandard areas. However, the bulk 'of the activity is pro- posed for the Redevelopment Project Area, ~hile the worst Central Corridor Target Areas are found in the eastern sector of the downtown area (First Street and Grand Avenue and the Logan Area). The programs do, however, address numerically the bulk of Central Corridor substandard units. The special emphasis on public improvements for the area west of the Santa Aha River appears justified as long as the installation of stom drains is aggressively followed by the installation and upgrading of streets, curbs and gutters, street lights, street trees and other public facilities. The program of code enforcement and rehabilitation must be simultaneously pursued to ensure upgrading of the physical housing units themselves, as the installation of public wnrks does not guarantee a multiplier or "cloud- seeding" effect upon the substandard condition of the housing stock. The ~ater system project proposed for the area west of Greenville Street to King Street between F. dinger on the north and St. Andrew Street on the south is an area designated by this El~nent as a Potential Problem Area. The area has some severely depressed pockets within its boundaries; 000029 however, overall was not considered substantive enough for Target Area status. Ass~ing the water quality and service to be of such deficient standards as to present a potential health problem and a clear safety problem due to in- adequate pressure and volnme for fire fighting, the extensive expenditure re- quired should be accompanied by mere irmnediate efforts to upgrade and stem deterioration of existing stock to safeguard that investment. Extensive utilization of the Redevelopment Agency is in line with many of the action program options presented by this report. The consolidation of an eighteen-acre site within the exsting Project Area and development of new housing units can have a substantial impact on housing conditions in the central City area and prove to be a prototype for further such actions in other target areas. The senior citizens' project on Second Street between Birch and Ross does accomplish a partial fulfilling of the need of what this report has re- ferred to as the often "forgotten" minority, and its location appears excellent for centrality of health, shopping and transportation services. The "housing replacement" (spot clearance with replacement) program to eliminate designated target area structures should commence with those locations having the poorest Housing Stock Condition Rating indicated by Chapter IX. Realizing the tremendous time constraints placed upon the City of Santa Ana by the Housing and C~,n,,anity Development Ant application preparation, citizen input required, doctmentation, public hearings and A-gs review, the primary emphasis of the H/CD application was placed on planning and public works facilities for the first year of the grant period. Housing Assistance Plan: The Housing Assistance Plan identified the nmmber o~ ho'ds~n~ units to be rehabilitated and/or constructed and the recom- mendation for funding for the senior citizens' housing project already ap- proved and in the preliminary phases of planning and design. The Housing Authority of Santa Ana has also applied for additional leased housing facili- ties to fulfill the needs of population groups requiring assistance over and above the senior citizens. It is the intention of the Housing Plan to more fully elaborate the details of a Housing Assistance Plan for Santa Ana. This would be the responsibility of the Planning Department along with the re- quested H/CD programs for "Neighborhood Plans" during the first year entitle- ment. It would also be anticipated that more exacting environmental impact reports may be required for activities relating to the Housing Assistance Plan, and these reports should address the broad scope of the housing issue, in- cluding the social and economic ramifications as well as the physical factors. 000030 Capital Improvements Pro,ram The Capital Improv~nents Program (CIP) and budgetary process for such projects has remained a line system budget with some modifications. There has been little analysis from the General Plan recu,~,nended Capital Improvement Program and Budget of 1965 through the present 1974-75 annual budget capital improvement allocations of the impact of expenditures on program areas such as housing. There appears to have been no attempt to weigh or determine the actual impact of capital improvement projects upon the economic or social envirooment of the City. It is extremely difficult to evaluate the CIP with regard to subsidiary benefits except on a subjec- tive basis. Whether or not a street improvement or storm drain installation improved business conditions in the area, enhanced the City's tax base, caused homeowner upgrading of a residence, or bettered the overall quality of housing has not been pre- or post-analyzed based on actual allocations and expenditures. There may have been untested assumptions that a now library or fire station would have some degree of benefit upon the desir- ability of an adjacent residential neighborhood and, in the case of a deteriorating residential area, create an atmosphere conducive to regen- eration and improvement; however, the validity of such assumptions have been open to serious question. with the major fiscal crisis facing municipalities which has been pointed out to be even more crucial for Santa Ana due to its declining commercial and industrial prominence {or declining tax base) with an influx of lo~er income groups necessitating a greater level of governmental ser- vices, the relative degree of impact of capital improvement expenditures on problem areas, other than just the physical absence of such facilities, has become mandatory. This is to ensure that for the expenditures made the greatest secondary benefits are achieved. In what area, for example, would the installation of new street lights accomplish the greatest impact on soaring crime rates or upgrade the overall neighborhood quality? No longer should guessed or assumed secondary benefits of the CIP be used, but rather the best available analytic techniques implemented to ascertain more defini- tive impacts expected. Another area of concern to the CIP is that of the desires of the actual residents and businessmen of an affected area. The budgetary process is one of the most important actions of the lecal legislative body affecting its citizens. Unfortunately, it is also one of the driest, most coml~licated and least understood functions to the bulk of the citizenry. An aggressive attempt should be made to involve meaningful citizen participation in the 000031 allocation of dollars to capital improvements projects, both on an annual and long range basis, P/ith the obvious restraint upon available revenues, expenditures must be made on the basis of the most far reaching impact upon all problem areas of the City. Crime Prevention C~uission Report The data presented in relation to the overall findings and recom- mendations of the citizen's coranission did show some interesting, yet anti- cipated, relationships with the results of this housing study. The Crime/ Calls-For-Service Density Map, even though using a different geographical basis than this study for depicting infomation, showed a relationship be- tween target areas and census tracts with either housing or socio-economic problems. The quarter mile square grids indicated that target area locations had greater incidence of police service calls, crime reports and arrests than surrounding grids. The areas of mast concentrated activity roughly simulated the pattern shown for Housing Problem Areas and Target Areas identified by this document. There did appear to be a greater spill-over into adjacent areas where the analysis had not indicated the existence of physical housing blight. Even though this information is not sufficiently exacting to allow a concrete statement of relationship between poor housing and crime rates, it does support the findings of the interrelated nature of social, econe~ic and physical deterioration problems. The Commission Report Map again showed the pattern of greater intensity of problems in the central portions of Santa Ana, with the relative lesser problem areas on the perimeter o£ the City. The continual interrelated nature of social and economic problems with substandard living environments shows that no singular solution will ultimately be effective. Crime prevention programs and intensification of activities are indicated in the interest of protection to people and property. However, its effectiveness alone is only a stop-gap measure until further population pressures, decaying social and economic conditions and deteriora- tion of the physical c~,,aonity once again make prevention measures inadequate for increases in the crime rate. 00003 CHAPTER IV. ECONOMY OF THE HOUSING MARKET AREA The analysis of local housing market conditions and prospective demand for additional housing is dependent, basically, on an analysis of the economy of the market area. Before any analytical work can be done on other facets of the market analysis, therefore, the economy of the area must be analyzed with the objective of projecting economic prospects in terms of employment. This dependence is inherent in the simplified relationship of the major quantitative forces leading to demand for additional increments of housing; i. e., employ- ment opportunities are the principal determinants of population growth; popu- lation growth; population is translated into households; and households are the units of demand for housing. VWnether additional housing is economically feasible to meet this demand depends, of course, on the quantitative and qualitative adequacy of the existing supply of housing and the capacity of the households to pay for the increments required. Housing market analysis may be described briefly as a process of determini~g present and prospective housing demand-supply relationships in a local housing market, subject to change because of unforseen developments. Its principal objective is the estimation of housing demand in quantitative and qualitative terms for the housing market as a whole or for major geographical subrnarkets. It entails an evaluation of the ascertainable current and pro- spective dynamic forces affecting economic, demographic, and housialg con- ditions and inventory trends. It proceeds in a systematic fashion, embracing thc collection, recordation, processing, analysis, and interpretation of data and inforllnation pertinent to, and the presentation in a documented report of findings and conclusions concerning, past and prospective economic, population, and housing conditions and trends in the local market; and it requires the derivation of current estimates of employment, family incomes, population, households, residential construction, and vacancies. The estimates of demand derived by the study are not to be construed as forecasts of building activity. Itl addition to these local factors, external influences--state, regional, national and international--also affect the economic life of a community and must be taken into account. Furthermore, short-term variations between estimated demand and actual production can always be accommodated within a housing market, especially in larger communities, by adjustment of holding or absorption, periods causing a variation of existing vacancy ratios. Sustained differences between demand and production must eventually lead to significant changes in vacancy levels (either up or down) and corresponding impact on rents and prices, on employment, and on housing production and marketing. In broad terms, housing market analysis is concerned with the following subject matter: 1. Delineation of the .m,,,arket area--thc area within which dwelling units are competitive with one another. (Chapter IV) The area's ,economy--pri0cipal economic activities, basic resources, economic trends. (Chapter IV) Demand factors--population, employment, incomes. (Chapter IV) Supply factors--residential construction activity, housing inventory, demolitions. (Chapter V) Cur,r. en!,,,,market conditions--vacancies, unsold inventory, marketability of sales and rental units, prices, rents, building costs, disposition o£ acquired properties. (Chapter V) (~uantitative and qualitative demand--prospective number of dwelling units that can be absorbed economically at various price and rent levels under conditions existing on the "as of" date. (Chapter V) CONCEPTUAL CONSIDERATIONS HOUSING: For purposes of housing market analysis, housing is considered as a commodity in.the physics,1 sense; it is identified and measured in terms of the dwelling unit or housing unit (house or apartment), which is also the entity envisionvd in transactions consummated for the purchase or rental of housing. In this sense, it is distinguished from, although inclusive of, the legalistic concept (i. e., rights to the use of the commodity) and the service concept (i. e., services rendered by the commodity), both of which are not susceptible to convenient unit identification and measurement for market analysis purposes. HOUSING MARKET: In simple terms, the housing market is the composite of negotiations between buyers and sellers (including lessees and lessors) in free communication for the acquisition or disposition of individual dwelling units which are in some degree of competition with each other. The units may be regarded as linked in a chain of substitutability in varying degrees of closeness depending on qualitative considerations and buyer preference, and the market may be considered as consisting of clusters of substitutes cross- linked in complex patterns. IIOUSING MARKET AREA: A housing market area is the geographic area "within which all dwelling units are linked together in a chain of substitution"; or, in other words, the units are in competition with one another as alternatives for the users of housing. A housing market area is restricted to local dimensions. 000o HOUSING SUBMARKETS AND SUB~aaRKET AREAS: Within the framework described above, a housing market and a housing market area as whole entities are divisible into component parts. In individual market analyses, they may be segmented in varying degree to serve more effectively the purpose(s) for which each analysis is undertaken. For example, an analysis with a single conclusion that there is a prospective demand for "~' number of additional dwelling units in the subject locality has only general and very limited usefulness; but, if the analysis is developed to segment the demand, e.g., qualitatively and geographically, its value and usefulness are greatly enhanced. DELINEATION OF THE HOUSING MARKET A housing market area is defined as the geographic entity within which nonfarm dwelling units are in mutual competition. Ideally, this definition implies a preciseness in area delineation which cannot be achieved. A technique is not available to determine the exact points at which specific dwelling units are just beyond the range of competition with other units so that the precise limits can be established for delineating the housing market area. Moreover, if such a technique were available, the limitations of available data ~ould preclude its application. Thus, a c~promise is made between the idealistic and the practical aspects of delineating the housing market area with a view to determining the boundaries which will constitute the most reasonable and useful market area from the standpoint of tl~e availability of data consistent with the analytical requirements, having due regard for adjustments that can be made in available data to serve this objective most satisfactorily. Within this framework and the available tools, together with careful firsthand observa- tion throughout the area, the analyst can cumply substantially with the criterion of dwelling unit competition in delineating the housing market area. For the purposes of this study, the City of Santa Aha is identified as a housing submarket of the larger Orange County Housing Market Area. These areas were identified as housing submarket and market areas because of the available transportation facilities that link Santa Ana with the entire C~unty, principal locations of nonagricultural ~ployment, local con~nuting habits and preferences of the citizens of Santa Aha as reflected by the 1970 Federal Census of Population, trends in residential developments, topography and the limitations of statistical information relative to subgeographical areas within Orange County. Observations made in the course of field work for the Santa Ana Housing Element, together with the study of various maps and data available locally, provided the re- quired perspective on the extent and structure or urban de- velopment, its direction of growth and the pattern of its major 00003 residential sectors to aid in the delineation of the overall housing market area and, as necessary, the Santa Ana Submarket Area. This approach is consistent with FHA techniques of housing market analysis which advocates that the actual delineation of a housing market area and submarket areas be determined primarily by census area definitions. For practical purposes, the FHA guidelines recommend that Standard Metro- politan Statistical Areas be delineated as the housing market area in those cases where a SMSA has been established. In the case of Orange County, a SMSA has been established and the County is known as the Anaheim-Santa Arm- (]arden Grove SMSA. THE ORANGE COUNTY HOUSING MARKET AREA: The County lies along 40 miles of Southern California coast between Los Angeles and San Diego counties and extends some 25 miles inland. The market area covers nearly 800 square miles, three-fourths of which is privately owned. The eastern mountain range is largely uninhabited, and the population is mostly contained within the 342 square miles of incorporated cities in the northeast corner of the County, stretching south along the coast. Most of this urbanization has occurred on the relatively smooth lowland plain stretching northwesterly from the vicinity of Irvine, past Santa Aha, Garden Grove, and Buena Park into neighboring Los Angeles County. Hills and mountains bound this central lowland on the north, east, and south, while the Pacific Ocean limits the land to the south and southwest. Development in Orange County has followed a pattern uniform with the Southern California region. The 'rapidity with which it has occurred is the only variation. This pattern, established in Orange County during the major period of growth, 1950, 1970, ha~ been one of the development along major transportation networks. As minor networks are constructed, this develop- ment expands to the land between the highways. This pattern of d~velopment began in the early 1950s as a result of people seeking residence in Orange County while maintaining their place of work in Los Angeles County. '&naheiu~, (~'ran~Ke and Santa Ana incorporated between x'Bb~:ah~ 19~(~ As the first cities, they set a ti:eSa'£or c~.~t~ size Which was-bro'~em.~.~e before 1950. Statistics on city size reveal that rather than expand city boundaries by annexation, people immigrating into Orange County formed their own cities. This is shown by the fact that between 1900 and 1950 Orange County experienced 10 in'corporations, and that by 1950 only one city of the total 13 existing jurisdictions had appreciably expanded its boundaries. This was Santa Ana, which increased from 1.9 square miles to 10. 8. In fact, in 1950 only three of the County's cities were over five square miles in size and of these, Santa Aha was the only one that had expanded its boundaries since i~xcorporation. The next ten years from 1950 to 1960 brought about major changes in the land patterns of the County cities. The tremendous immigration into the County brought about nine 00008 . E[[R J] DVl:IVH D' DI]A[OINIO D~ · polaad arI1 ~u!.anp sai!ua aaenbs a '6I paxauu~ · az!s uI polqnop errV ~lueSpue o~uea0 oi!qa~ %uav.lod OOg · s~oa~ puli o*!ss~tu paxauue ~u¥ elu~S pu~ ,aau~.~0 .zaPlo aq.l. 'po!aad aql ~u!..~np paleaodaovu!, peq qo!q~ l~u!pnlou!. 'uoD~xauu~ ao.~euz e a~tmu o% pail~~ pzq pus aql ,iq '~ uI 'suo!lo$psl.~n.t l~u!.lslxa ~o uolsu~dxa tll~oal~ pld~-' aq% 'saaa£ sno!,:oad a~!Iun lnq 'euo~.Iz.~odao~u!. and retail trade have all experienced high rates of growth. This growth is illustrated by the expansion of dwelling units and taxable sales during the period. Dwelling units expanded from 79, 158 units in 1950 to 550, 576 units in 1973, while taxable sales increased more than 2 1/2 times between 1960 and 1973. These indicators are conducive of the rapid ascent of the County from a rural environment to one of increasing urbanization. The change in the County's job composition over the past 20 years pro- vides an immediate example of the massive movement toward urbanization. .Between 1950 and 1970, manufacturing employment increased from 11.7 per- cent to 28.0 percent of the labor force. Although substantial growth occurred in ~.oth the services and construction industries, the trade sector reflected the greatest expansion, moving from 13,800 to 101, 300 employees. This increase contributed greatly to the overall expansion of the total labor force; it jumped from 66, 600 workers in 1950 to 482,000 in 1970. A further demonstration of the County's massive industrial and commercial growth since 1950 is illustrated by the relative decline of agriculture as a viable factor in the local economy. In 1950 agriculture accounted for 9.2 percent of the County's jobs; by 1970 this percentage has dropped to 1.3 percent, In addition to losing importance as a major employer, agriculture also lost status in terms of the land area devoted to production. Whereas in 1950 agriculture accounted for 150, 523 acres, by 1972 this dropped to 49, 712 acres, but increased to 51,386 acres in 1973. However, this loss of acreage and relative importance as an employer was not followed by a loss in financial importance, ss crop values rose from $79, 233, 550 in 1950 to to $85,323, 600 in 1970 and $131,104,900 in 1973. Employment on farms · in Orange County reached an annual peak of 11,100 in June 1974o up 900 or 8.8 percent from the year before. The recreation and tourism industry is basic to the economy of Orange County. Millions of dollars flow into the area annually as Californians, residents of other states, and foreigners enjoy the County's leisure-time activities. Two of the nation's most well-known amusement parks, Disneyland and Knott*s Berry Farm, provide family entertainment. Hiking, camping and riding are available in the local mountains, while miles of beaches are available for swimmers, sunbathers, and surfers. Orange County ranks as one of the top consumer markets in the United States. Retailers in the County recorded total retail sales of $3.9 billion in 1972, an increase of 20 percent from 1971. ]Per capita taxable sales reached $2, 197, advancing almost 13 percent over 1971. With population and employment registering substantial increases and inflation running at high levels, it should not be surprising that total personal income in Orange County has also been advancing sharply during each of the past two years of economic expansion. Retail trade, as measured by total 00003[ taxable retail sales, rose to historically high levels in 1972 and 1973. The increase in sales exceeded the risc in personal income, as people paid for many expenditures by drawing down personal savings and increasing their consumer debt. The present, economic sluggishness, however, which became evident in the third and fourth quarters of last year, will }lave a dampening effect on virtually all areas of the County's economy. Thus, while total income and retail sales in the County will be greater this year than in 1973, the rates of increase will be somewhat leSs than in the two previous years, and a large part of the gains sill be accounted fei- by inflation. Total building in Orange County has recently been registering trends very similar to those of the Southland aa a whole-buoyant activity during 1971 and 1972, followed by a major slowdown in 1973 and into 1974. The key factor in the sharp rise and decline has been housing. Housing shortages in 1971 and 1972 (vis-a-vis demand) were met by high levels of building, and in mid-1973 a somewhat overbuilt situation and historically high mortgage interest rates caused housing construction to slow dramatically. An underlying trend has been that, while the cycle in fluctuating rates of building activity in the County paralleled to a certain extent those of the entire region, rapid population inflows into Orange County have necessitated a generally higher level of growth. The outlook for the future (after 1975) is bright, barring another major U.S. economic recession or ~epression. Continuing urbanization will domi- nate the growth pattern of Orange County during the next thirty years; the southern portion of the County will absorb the major share of the population growth of the next three decades. Orange County will continue to be a recipient of the urban-economic dispersion pressures in Southern California since it will maintain a comparative advantage in environmental conditions vis-a-vis Los Angeles County. Orange County residents will subscribe in the main to a single family dwelling mode of residence. The 1983 Land Use Element of the Unincorporated area, one of the major residential growth areas of the County, will provide a positive and controlling influence in creating a less fragmented pattern of development (the total community development concept). However, while the general plan and the County's growth policy and development strategy will be moderately successful in managing the configuration of growth, it is likely to fail as a controller of the rate timing and ultimate magnitude of growth. The growth rate of the southern portion of the County will be influenced more by the actions of the City of Irvine in its attempt to control growth and decisions to lo~ate a major manufacturing or governmental employment complex in the south than by the general plan. Santa Ana will continue to grow as the County's governmental, financial, and professional office center. Retail outlets supportive of the office center will prosper, but the City's downtown area is not likely to become a 000031. major retail shopping complex. Retail stores on the outskirts of the City will be more likely to prosper as retail outlets and continue to attract residtuts from adjacent cities. Unquestionably, the subregion projected to have the greatest economic Rrowth in Orange County and the greatest indirect impact on Santa Ann is western Irvine, which represents that part of the Irvine Ranch Planned Development between the Santa Aha and San Diego Freeways. The western Irvine area is projected to contain 7% of the single-family acreage, 18% of the multiple-family acreage° 11% of the commercial acreage and 18% of the industrial acreage to be developed in Orange County between 1974 and 1990. This projected development for western Irvine0 of course, implies that it will lead in population and employment growth as well, with 14% of Orange County's population growth, and 9% of its growth in employment over the period from 1974 to 1990. Approximately 66% of the popula..tion ~rowth is projected to take place in Yorba Linda and Huntington Beach and the south portion of the County including the subregions of Tustin.east, Irvine, E1 Toro, Mission Viejo, Dana Point, and Newport Beach east. The projected growth in employment is much less concentrated than population growth. The high-growth population areas account for only 31% of the total projected increase.in employment for the County (as compared to 66% for population). While'the large planned developments will dominate the employment grm~-th picture, some subregions in the urbanized areas of the County are projected to experience substantial employment growth. These are principally Costa Mesa, Plaeentia, west Orange, east Huntington Beach, Anaheim, west Westminster. west Huntington Beach, north and south Santa Ana, and Fountain Valley. The planned developments are not projected to dominate the total employment picture, however. Employment will remain concentrated in the presently urbanized areas of the County, where it is estimated that about 65% of Orange County employment will be located in approximately 15 to 20 years. Table IV-1 presents projected number of employees at place of employment for Orange County and Santa Ann. It is expected that Orange County will continue to interact with Los Angeles County, and many Orange County residents will be employed in Los Angeles. But, the Orange County economy is expected to continue to mature, becoming increasingly indepen- dent of Los Angeles County. This fact, together with the common national trends discussed above, will increase the Orange County employment participation rate to levels more comparable with the national levels of the 1970's. This means that more resi- dents of Orange County will be employed in the County. The past and projected future employment participation rates and resultant employment projections are also presented in Table IV-1. 00004...: 000041 The orange County participation rate increases are expected to slow between 1980 and 1990 as net in-migration starts to diminish and the economy matures. By 2000, thc participation rate should be stabilized, Corre- spondingly, the growth in total employment w/Il begin to diminish by 1980. However, by thc 2000, total employment will more than double, but, population will expand by only /~1°/o. Much of this differential growth ia due to the increased participation rate of women in the labor force. The Orange County participation rate has been below that of Los Angeles County because of its historical position as a bedroom contmunity dependent upon Los Angeles County for many of its goods, scrviccs and employment. The increase in Orange County's participation rate is due to the County's transition from a relatively independent agricultural economy in 1950 to a bedroom community with strong links to Los Angeles County in 1960 and its subsequent growing independence from Los Angeles County by 1970. As previously explained, total County employment is expected to expand continuously through 1990. However, toward the end of the projected period, theCounty growth rate will diminish significantly. All industries, except extractive, are expected to expand. Of the major individual land use categories, the most rapid growth sectors are Commercial and Public employment, the slowest is Industrial. This behavior pattern follows the national trend of an increasing proportion of the labor force in the services- related industries, with a corresponding decreasing proportion in the goods producing industries. SANTA ANA ,HOU,SING AREA: The economy of Santa Aha will continue to grow in terms of employment, and commercial and industrial development. However, the City's growth in these areas will not keep pace with the County. The industrial land uses in Santa Ana totaled approximately 1,735 acres in 1973 and are expected to increase to 2,180 acres in 1990. Commercial land uses approached 1,670 acres and are expected to rise to 1,930 acres in 1990. Table IV-2 presents the acreage estimates and projection for both Santa Aha and Orange County. Comparing Tables IV-l, 2 and 4 it is clear that Santa Ana~s employment, industrial and commercial Land use base will be expanding faster than the City's population. For example, while employment is forecast to grow from 68,050 to 94, 100 from 1970 to 1990 (an increase of 38%), population is projected to grow from 156, 601 to 206, 800 persons (an increase of only 32%). In 1990, employment in Santa Ana is expected to represent 10~0 of the total employees at place of employment in Orange County, and population in the City is expected to represent 8% of the total population of Orange County. Thus, Santa Aha will be in a favorable situation in terms of the ratio of persons per number of jobs available within 0000 00004,:" the City. The major problem for thc present and likely future residents of Santa Aha is that a disproportionate percentage of the population will not be qualified for the jobs that are likely to be available. This means a continuation of the existing situation; the more skilled and better paid workers coming into Santa Aha from more desirable adjacent residential areas. DEMAND FACTORS POPULATION: There are two components of population growth: natural increase and migration. Natural increase is the net added population result- ing from the number of births minus the number of deaths. As illustrated in Table IV-3 the County's rate of natural increase in 1960 was 20 per 1,000 persons. In the last few years, the rate has droppedto 9 per 1,000 persons, resulting in an average annual increase of 14, 535 persons. Variation in the birth rate is the critical component of natural increase. The national birth rate has dropped from 2.4 in 1960, to 1.8 in 1973. The trend toward a lower birth rate can be expected to continue for the near future. The probable range of the natural increase for Orange County in the next five years is between 14, 000 and 15,000 per year. The City of Santa Ana's rate of natural increase in 1960 was 22 per 1,000 persons. As in the case of the County, Santa Ana's rate has dropped, but not nearly as much. The trend toward a lower birth rate has reduced the City's birth rate to 23 per 1,000 persons in 1973, as compared to 31 per 1,000 persons in 1960. The reduction in birth rates have resulted in an overall reduction in the number of persons per household in Santa Aha as well as the County. Will this trend toward lower birth rates persist ? Some believe that this is a temporary dip caused by the sudden impact of new birth control techniques. They hypothesize that marriage and child rearing are only being postponed to later ages, and that in a few years the dip will be over and a new cycle of later child bearing will continue with a moderate birth rate of around 2.6. Others contend that the low birth rate will persist and that it is a very significant indicator of a rapidly changing life style. This new life style is often referred to as the "new urban life style." The new urban life style is characterized by small family size, single adults, childless couples, and one-parent-one child families. It is also highly mobile and fluid, living and working around the clock. Migration is the major component of the County's net increase. 0000 SANTA ANA 1960 1970 1973 .TABLE IV-3 VITAL STATISTICS Natural Birth Death Natural Increase Population Births Rate Deaths Rate Increase Rate 100,350 3, 072 (30.61) 888 (8. 85) 2, 184 (21.78) 156, 601 3, 892 (24.85) 1,098 (7.01) 2, 794 (17.84) 168,205 3,"/99 (22.59) 1,191 (7.08) 2,608 (15.50) ORANGE COUNTY 1960 703, 925 18, 604 (26.43) 4, 413 (6. 27) 14. 190 (20.16) 1970 1,420, 386 25, 506 ' (1% 96) 7, 949 (5.60) 17, 557 (12.36) 1973 1,605, 700 23, 285 (14.50) 9, 544 (5.94) 13, 741 (8.56) 00004b For every four persons moving into the County. approximately three move out. The net migration flow from Los Angeles County is the only significantly positive migration into Orange County. For every five 'persons moving here from Los Angeles, only two persons move to Los Angeles. All of the counties in the State and the total of all other states have close ' to zero or a negative migration into the County. The three major points of origin of people moving into the County are: Los Angeles, 56. 3 percent; out-of-state, 23.1 percent; and San Diego, 3.9 percent. Thc five major destinations.of persons moving out of the County are: out-of-state, 31.2 percent; Los Angeles, 30. 8 percent; San Diego, 7.5 percent; Riverside, 6.5 percent; and San Bernardino, 3.9 percent. The County's migration flow is dependent on the state and national natural net increases and on interstate migration flows. There has been a downward trend in both natural increase and migration into California. This produces a smaller reservoir of new population available for migration into new areas. Assuming that massive areas of the already urbanized regions of the state do not become deserted, there will be between 300, 000 and 350, 000 potential migrants per year in the state during the next five years. If the past migration trends remain the same for the next five years, this would create between 25, 000 and 35,000 net annual average in-migrants int° Orange County. There are, however, several major trends which could alter this trend. One major factor is the relative attractiveness of Orange County, It is conceivable that as the problems of other urban concentrations increase, Orange County and other new areas will become even more desirable, and thus cause many urban areas to lose population. In small amounts, this loss could be balanced by a reduction in the fam'~ly size and fewer persons per dwelling unit in this areas; in large amounts, the loss would result in abandoment of sections of the older cities. Both of these results can already be seen in many cities. On the other hand, Orange County's image of newness could be tarnished by the occurence of many of the problems of fast growth and a denser urban environment. In this case, migration into the County would level off. If Orange County begins to develop the problems associated with older urban areas, it could conceiva- bly lose population at some time in the future. Another limiting factor of migration is housing avail- ability. Orange County could remain highly attractive, but become economically unavailable to most people so that the potentially-.available migrants cannot relocate here. 000046 A lack of jobs can slow in-migration into an area drastically. Orange County has an increasing employment base which is continually decreasing its reliance on Los Angeles County employment. Currently, the type of employ- ment is largely professional or upper "white collar." The impact of this skewed employment distribution on job availability for thc potential migrant is open to question. PROJECTIONS: Recently, Urban Futures, prepared a report for the Orange County Administrative Office projecting aha allocating population to small geographic units in Orange County for the years 1975, 1980~ 1985 and 1990. The r~port determined the probable timing, location, and relative amounts of future population growth in Orange County, based on four alternative projected populations developed by the Forecast and Analysis Center of the County Administrative Office, the Southern California Association of Government (SCAG), the Orange County Planning Department, the California State Depart- ment of Finance, the Southern California Edison Company and the planning consulting firm of Urban Futuves, Inc. The County Administrative Office recommends that the population allocations prepared by Urban Futures, based on Southern California Edison Company projections, be used as a basis for policy decisions and budgeting regarding future growth and services. To carry out the project, a variety of primary data were generated and many advanced techniques were employed, including the development of a computer model The Urban Futures Population Allocation Model was prepared and was used to sirn-ulate the future population distribution and timing of devel0pment which are likely to result from the interplay of different key growth-variables. Five key growth attraction variables and three growth constraint factors were identified from work previously completed by the County's Growth Policy and Development Strategy Team. The key growth attraction variables are: (1) distance to employment centers and size of employment at destination points, (2) quality of physical environment, (3) socio-economic status, (4) abundance of local recreation land, and adequacy of transportation facilities. These variables were forecast in the future for the years 1975, 1980, 1985, and 1990, based on general plans and other relevant information. Operational definitions were developed for each growth attraction variable. Each census tract or split tract in Orange County was measured and scored according to the operational definitions for each variable. A weighting of the importance of each variable in relation to housing and population trends was determined from regression constants between the variable and population trends in the census tract or split tract. The regression constants for each key growth attraction variable were used as a~ "attraction multiplier". The attraction multiplier was .independently applied to each of the variable scores for each of the five variables. These scores were aggregated for each census tract or split tract. The aggregate score for each census tract represented the relative portion of the population the 000047 geographic area should receive in relation to the projected population for entire county for a given year. The population for each small geographic area was aggregated to larger geographic areas such as Regional Statistical Areas and Community Analysis Areas. Three items were considered as population constraint factors: (1) the Residential Saturation Point of each census tract--the amount of undeveloped land available for residential development in each census tract, (2) the availability of public utilities, and (3) where the information could be obtained the intent of major landowners and developers to make housing available at different points in time. The Urban Futures Population Allocation Model also incorporated such data as present and forecasted persons per household, composition of the housing stock (multiple and single family dwelling units), vacancies, popula- tion in group quarters, etc. Manipulation of the data in the Urban Futures Population Allocation Model was based on the following assumptions: 1. Practically all potentially developable land will be urbanized. Local government will accommodate as rapid a rate of populatio~ growth as migration, natural increase and economic conditions produce. 3. No major socio-economic events will disrupt the growth of the Southern California region over the forecast period. Transportation and electrical energy supply problems will retard economic growth. 0 As Orange County continues to grow in population, the urbanized portion will experience greater congestion, degration of air quality, increased housing deterioration, etc,, similar to that experienced in Log Angeles. Growth in the southern portion of the County will not be con- strained by water and sewer restrictions. The automobile fuel energy shortage will tend to concentrate population increases closer to employment centers than would have ordinarily occurred. However, the opportunity for long home-work trips will not be drastically limited. The employment base of the County will increase and diversify, thus reducing the need for longer inter-county home-work trips. 00004. 10. 11. 12. 13. 14. 15. 16. 17. The current growth areas will remain the growth areas for the nex~ few years with no new isolated growth centers developing. Changes in major accessibility patterns will occur to the extent that they will substantially alter location decisions for development from those that would be made in the presence of the existing system of freeways and major arterials. The lines of any rapid transit system in the County will either be along existing transportation corridors or located to serve presently identified planned communities and centers of economic and social activity. Multiple family rental housing will continue to be in strong demand in the presently urbanized areas of the County. It will begin to appear in presently unurbanized areas only after new employment centers are established. Single family residence life styles will continue to be the preferred life style in Orange County during this time period. There will be an increase preference for clustered housing as opposed to tract subdivision as land prices and construction costs rise. Residential recycling of older residential areas to new residential uses or other uses will not be significant. All major utility services will be available to support the projected growth for Orange County. There will be continued reduction of the County's role as a "bedroom community". This will result from the interaction of two forces~ increasing economic independence and maturity and the development of the South County below the Newport Freeway. As the South County population grows there will be proportionately fewer Orange County residents employed outside the County, as the South County represents a major time and distance barrier for the commuter to Los Angeles County. Orange County will continue to interact with Los Angeles County, and many Orange County residents will be employed in Los Angeles County and other adjacent counties. It is assumed that residents of Orange County employed outside of the County will drop from 23.6 percent in 1975, 17 percent in 1980, 16 percent in1985, and 15 percent in 1990. 00004.9 TABLE IV - 4 POPULATION Orange C ount.y .Population Percent Increase Santa Ana Population 1950 216, 220 NA 44, 280 1960 703, 925 226% 100, 350 1970 1,420, 386 10270 156, 601 1974~ 1, 655, 076 1770 183, 768 1980 2,101,500 27% 193, 500 1990 2,516, 000 2070 206, 800 Percent Increase NA 58% 17% 7% * Population as of July 1, 1974 Source: Urban Futures Population Allocation Model Table. IV - 4 presents estimates and projections for Orange County and Santa Aha. Orange County is forecast to reach a population of 2,516, 000 persons in 1990. Santa Aha is forecast to reach 206, 800 persons in 1990, well below the city's recently adopted growth limit of 235, 000 persons. Figures IV -1 and IV -2 illustrate the 1975 and 1990 population densities for Community Analysis Areas. Community Analysis Areas 35, 36, 37 and 38 correspond basically to the City of Santa Ans. Comparing Santa Ana with the other areas in the County, population in the presently unurbanized area will expand rapidly throughout the projected period. These growth areas are expected to attract higher income families. The persons per total acre in Santa Aha is expected to stay within the range of 9 to 12 persons. Community Analysis Areas 39, 40, 42, 43 and 45 (Tustin~Irvine areas) are forecast to expand rapidly, attracting a greater portion of the county's higher income families than Santa Ans. EMPLOYMENT AND UNEMPLOYMENT: The total civilian labor force residing in Orange County expanded to a record level of 728, 900 in December 1974, for a twelve-month growth rate of 7.4 percent. The labor force was comprised of 676, 300 employed workers and 52, 600 unemployed. (All labor force figures in this report are computed using the new methodology instituded January 1, 1974, and are based on place of residence rather than place of work. ) 00005O 00003.! Orange County has been classified by the U.S. Department of Labor as an area of substantial unemployment. The unemployed total rose sharply over the year from 37, 200 in June 1973 to 45, 000 in June 1974 to 52, 600 in December 1974, and was just belbwthe peak of 52,800 recorded in 1971 at the height of the aerospace layoffs. The seasonally adjusted unemployment rate reached a three-year low of 5.1 percent in June 1973, and then rose almost without interruption to 6. 1 percent in May 1974 and 7.4 percent in December 1974. The fiscal year closed with a temporary drop to 5.8 percent in the adjusted rate, but in July 1974, the rate was again at 6.1 percent. The high unemployment rate was caused by the following factors: 1. A construction industry strike which caused secondary layoffs in related industries; 2. A slow down in the rate of residential construction; 3. The resident labor force is growing at a faster rate than the number of people being employed. The number of Orange County residents with jobs also increased in December primarily because of thc availability of part-time and temporary Christmas jobs. The resident labor force in Orange County shrank by 2, 000 in September as full-time students returned to school and agricultural activities declined seasonally. Total employment dropped 1,100 over August to 675, 800 and unemployment fell from 44,700 to 43, 800. Thc decrease in unemployment was considerably less than usual for a September, however, and the seasonally adjusted rate jumped from 6.0 percent in August to a thirty-month high of 6.5 percent. The volume of long-term unemployed who exhausted their claims for unemployment insurance rose rapidly since the first of the year. The annual average unemployment rate for women in 1973 was estimated to be 6.9 percent (16, 650 women) of the female labor force, while their male counterparts showed a rate of 5.4 percent (19, 350 men) of the male labor force. * The desire to buy a house and/or the inflationary trends has caused many married women to continue their premarital jobs or has caused them to enter the job market.. These increasing trends have resulted in fewer job openings for new job seekers in the former case or more competition for job openings in thc latter case. State of California, Employment Development Department 00008 In 1970, thirty percent of the employed population commuted to work outside Orange County. Although many large firms have opened new plants or relocated to Orange County, the number of outward commuters still remains high, especially from the cities closest to Los Angeles County. The unemployment rate is expected to hold close to the 7.0 percent level for the remainder of 1975. The actual jobless total will generally be below the June count which was inflated with new graduates and summer job seekers. Resident employment is expected to expand by 17, 100 workers or 2.5 percent over the six-month forecast period, bringing the total civilian labor force to a new high of 735. 600. Job opportunities in Orange County are expected to continue to rise at an annual rate in excess of 6.0 percent through the end of 1974. l~actory payrolls will increase by several thousand by the end of 1975, with the largest number of accessions expected in the machinery and electronics industries. Layoffs are anticipated, however, in ordnance and in boat and trailer building. Many firms forecast continuing layoffs until orders pick up. The first quarter is generally the weakest time of the year in the job market, as post-holiday layoffs in retail trade and the winter slowdown in construction inflate the jobless rolls. These factors coupled with a continuing loss of factory jobs will boost unemployment to even higher levels during the first half of 1975, but the Orange County unemployment rate is expected to remain v~ll below the rate for California. Recent changes in employment estin~ating procedures shed some light on the magnitude of the number of workers living in Orange County and com- muting to Los Angeles County for employment. Under the old methodology, it was reported that there were 574,000 workers in Orange County, by estimating the number of jobs. However, revised estimates reported a figure of 646, 800 by a count of the number of workers by place of residence. This comparison indicates that Orange County has considerably more workers than it has jobs and that the major portion of the difference in the two esti- mates is accounted for by workers who live in Orange, hut are actually employed in neighboring Los Angeles County. Some of the major firms which are relocating from Los Angeles County to Orange County are expressing concern over the lack of lower-priced (U. nder $33,,,000.) housing in Orange County, especially near the location of the ir new sites. Employment, by phce of residence, increased from 591, 000 in 1972 to 627,000 in 1973. On July 31, 1974, the number of residents employed was estimated to be 650, 300. O000,%v; Manufacturing employment was up 21,600 workers from 127, 600 in 1972 to 149, 200 in July 1974. The aerospace industry and related firms account for 42 percent (62,500) of the workers employed in the manufacturing sector. Declines in aerospace employment, like in 1970 and part of 1971, can have a major impact on the demand for housing. Retail trade, wholesale trade, finance, insurance, real estate, services, and government employment have all been increasing because of the supportive roles they play to the employment in thc manufacturing sector. Retail employ- ment has increased 8.2 percent, from 98, 200 in July 1973 to 106, 300 in July 1974, because of the opening of regional size shopping centers and large convenience centers. As illustrated in Table IV - 1, employment opportunities in Orange County are expected to increase to 958, 600 in 1990, an increase of more than double over 1970. This employment growth will stimulate considerable demand for housing in Santa Aha as well as the entire county. SANTA ANA: As of June 1974, Santa Ana's unemployment rate was estimated at 7.1 percent. The 1970 Census estimated the City's unemployment rate at 6. 2 percent as of April 1, 1970. The most recent detailed information for Santa Ana from the State of California Employment Development Department is for the year ending July 1972. As of that dar e, total employment in Santa Ana advanced by 6. 3 percent during the year to 87,800. The 5, 200 increase in jobs was the largest for any city in Orange County. Manufacturin~ ~ayrolls moved ahead in Santa Ana by 1, 100 to a total of 23, 500. Ail categories in the aerospace group posted increases; the mid-1972 aerospace total of 7,400 was up 700 from the year before, but was still 300 shy of the mid-1969 peak. Mixed changes occurred in non-defense durable goods manufacturing during 1972. A firm in the machinery group closed down for a net loss of 200 jobs, and layoffs also took place in lumber and sporting goods firms. Metals and transportation equipment, however, increased by 300 and 200, respectively. Of the 1, 200 employees in the miscellaneous transportation group approximately 200 produced motor vehicles, 400 made boats, and 600 built campers and mobile homes. In the soft goods division, food processing, publishing, and textile-apparel firms all registered gains. Nonmanufacturing gro:vth was centered itt trade, services, and govern- ment--each of these divisions added 900 workers over the year. Over one- fourth of the 16,000 workers in trade worked in the wholesale sector. The ,whole,sale jobs w(~e concentrated in distribution of machinery and grocery products, while restaurants and autodealers-service stations were the leading sources of jobs in the retail division. 0000§5 B~usiness service firms and hospitals accounted for nearly half of tile service jobs in Santa Aha. Gains in government employment in 1972 were confined to the local level--City, County, and public schools. Construction activity proceeded at a brisk pace in 1972 requiring 400 more workers thsn the total for 1971. The insurance industry comprised well over half of thc 7,000 jobs in the finance-insurance-real estate complex in July 1072, but all three components experienced substantial gains from 1971. .INCOME: The median family income in the Orange County Housing Market Areawas estimated to be $15, 061 on August 1, 1974, a twenty-three percent increase over the 1969 median family income of $12,244. This median income will probably increase at a faster rate than in the previous few years because over 50 percent of the new housing units are in the $50, 000 plus range. This means that a selection process is occurring--only families with high incomes will be able to buy homes and reside in Orange County. The income of renter hOUseholds in Orange County was estimated to be $9, ?38 on August 1, 1974, approximately $5, 323 less than the 1974 income for all families (owner and renter families). The median income of households (families and unrelated individuals) was estimated to be $12,981. The median family income in the Santa Ana Housing Submarket Area was estimated to be $12,037, a nineteen percent increase over the 1969 median family income of $10, 115. The median family income of Santa Aha residents appears to be lagging behind Orange County for a number of reasons. First, there is a higher ratio of low cost housing in Santa Aha. This housing tends to attract low income people. Second, approximately four times as many apartment units than single family homes have been constructed in Santa Aha since 1970. These units have attracted more renters than owners. Renter units tend to be occupied more by lower income people as compared with owner or single family units. Third, there has been an increase in minority groups in the southwestern portion of the city. These groups, Black and Chicano, are usually members of the working class and earn lower incomes. Finally, the current high unemployment throughout the County has struck Santa Ana's families harder than other County residents. There is a higher ratio of families with presently unemployed wage earners in Santa Ana than in the County as a whole. The lower income group in Santa Ana is being hit hardest by unemploy- ment. As reflected in Table IV- 6, the percentage dis- tribution'of family income before taxes reflects a higher percentage of unemployed families making under $4, 000 than in 1969. The table also reflects a movement of higher income families, those making more than $15, 000, 000056 outside the city, These higher income people appear to have been drawn from residential areas in Santa Ana and similar, cities by the attraction,of new residential developments in other parts of the County. 000057 ~o ~oo ~ooooo O000,~X,,, 0000~9 CHAPTER V. HOUSING MARKET!, CONDITION' AND DEMAND! This chapter of the housing study discusses housing supply factors, current market conditions, and need and demand for housing. A basic feature of any urban community is that of its housing composition. This is so commonly understood that people often make general inferences about the community and its inhabitants by examining its stock of housing. .For example, it is recognized that the homeowners and renters living in diverse areas in the community lead considerably different lives. The controlling factor in living arrangements is that of family finance~, for the amount of shelter a household can afford impacts the size, quality and location of the unit they may seek to purchase or rent. Santa'Ana's housing composition reflects the above-listed housing factors. The City is increasingly experiencing a series of housing problems which take their root in inadequate levels of income to purchase the necessary shelter commodity. These problems fall into several categories. The first is that of a growing disparity in terms of the location of high- and low- valued dwellings. It appears that Santa Aha, with a sizable portion of its housing, is in fact increasing its percentage share of the County's low-valued units. It is also not receiv- ing counterbalancing increases in units to the higher side of the price spectrum. There'is, thus, an increasing rift with Santa Aha and other communities in Orange County in terms of housing valuation. The second problem being faced'here is that of an increase in the number of overcrowded dwellings. Often families with low shelter budgets cannot find adequately-sized units in the£r price range. This situation results in many of them being forced into cramped and overcrowded living conditions. In Santa Ana,'it is interesting and important to note that the City, with the largest percentage distribution of the County's overcrowded units also holds one of the largest proportions of low-valued units in the County. This situation has also tended to intensify existing disparities between cities in more than Just the field of housing. Another important condition to consider, but concerns new home construction, is that of a rising gap between household income and the price of new housing~ The median selling price of a new single-family tract home rose nearly 90 one that 000060 percent from 1960 to 1970, while median household income rose by only 48 percent in Orange County. Worse yet, the median selling price of a new single-family tract home rose more than 64 percent from 1970 to 1974, while median household income rose by only 21 percent from 1970 to 1974. This disproportionate rise has served to price many families out of the market for new housing. In response to this condition, some developers have been constructing lower-cost condominiums. These are constructed at lower prices by reducing lot sizes and interior square footage, thus, achieving considerable savings. However, due to a variety of overall building~cost increases, many fami- lies still cannot afford these units and must seek other avenues for housing. SUPPLY F~CTORS AND MARKET cONDITIONS ORANGE COUNTY HOUSING MARKET AREA: The housing inventory in the Orange County Housing Market Area totaled approximately 589,307 units on July l, 1974, a gain of about 29,760 units annually since April 1, 1970. The net addition to the inventory (126,504 units) resulted from the completion of about 118,004 new units, the addition of 12,100 mobile homes, and 3,400 demolitions and other causes. The number of building permits issued in the housing market area decreased 20.7 ~ercent from 35,664 in 1972 to 28,271 in 1973. The largest decline was 28.3 percent (from 17,779 in 1972 to 12,756 in 1973) in multiple dwelling unit permits. The trend in 1974 permits indicates that the decline in total residential building permits will continue into 1975. However, comparative figures indicate that, despite the housing' slow-down in recent months, the year 1974, with 202 tracts comprising 8,687 lots, surpassed three other years in sub- division development during the past 10 years~ The peak year was 1972, when 351 tracts containing ~8,305 lots were recorded in the County. Development reached its lowest point in 1970, with 143 tracts having 7,805 lots. Other low years were 1966, with 138 subdivisions containing 8,412 lots and 1967, when 147 tracts containing 8,045 lots were recorded. Because of the increasing concentration of condominium and planned unit developments in the past five years, the num- ber of such units must be considered in comparing Previous years. Of the tracts recorded since October 1,1969, 224 have been of the condominium variety. In these devel- opments, 820 lots have been used for 21,890 dweI- ling units. 000061 0 0 Table V-1 compares the growth of the housing stock in relation to population. While the population of Santa Aha was increasing by 56 percent from'1960 to 1970, the housing stock increased by only 50 percent. This population growth created considerable pressure for new housing. Between 1970 and 1974, the population increased by 17 percent, and housing units increased by 21 percent. However, to a large degree, this fluctuation in the ratio of housing to population growth is the effect of a decline in the City's birth rate. As reflected in Table V-2, the birth rate of residents in Santa Ana dropped from 30.61 births per 1,000 persons in 1960 to 21.42 births i~ 1973. This had the effect of lowering the persons per house- hold from 3.18 in 1960 to 3.06 in 1974. ; Data from the 1960 Census referred to earlier, indicate that five cities--Anaheim, Buena Park, Fullerton, Garden Grove, and Santa Ana--contain~d more than half of all owner-occupied units in the County valued under $10,000, by 1960 standards. By 1970, these same five cities increased their share of the County's low-priced units to 60 percent. However, by 1970, the standard for Iow-priced dwelling units had shifted from $10,000 to $20,000; virtually no new dwelling units under $10,000 were built between 1960 and 1970. The upward shift in the s.tandards from 1960 to 1970 is due to two factors: an overall, upward shift of the distribution and an increase in the Home Ownership Component of the Consumer Price Index for the Los Angeles-Orange County area. While there has been a shift in the distribution Of the lower-valued homes, there have also been changes in the expensive and middle-valued units. These ranges were $20,000 and over and $10,000-$20,000, respectively, in 1960. Due to the shift in the price distribution, the 1970 standards were moved to $35,000 plus and $20,000-$35,000, respectively. As of 174, the cities of Laguna Beach, Newport Beach, Seal Beach, Villa Park, Irvine and the unincorporated area of Tustin- Foothills held a disproportionately large share of the most e~pensive homes with regard to their percentage share of the County's total housing stock. While this pattern was evident in 1960 and 1970, the 1974 data show that there was a strong shift to these areas from 1960-1974 with regard to the construc- tion of expensive units. While this.moVement was under way, the five cities of Anaheim, Buena Park, Fullerton, Garden Grove and Santa Aha underwent a considerable downward shift from 1960 to 1974 in their proportion of the. County's highest-valued units. This decline from 37 percent to approximately 17 percent had the ' effect of widening the gap between their housing composition and that of neighboring cities and areas with high proportions of expensive dwellings. 000065 There also was a change in the~distribution of the middle-valued units from 1960 to 1970. The communities of Huntington Beach, Fountain Valley and Cypress gained greatly in terms of their proportion of these units Countywide from 1960-1970. This is related to the fact they were the three most explosive cities in the County in terms of numeric and! or percentage growth. In contrast to their~percentage loss of high-valued units, the cities of Anaheim, Buena Park, Fullerton, Garden Grove and Santa Aha retained their percent- age share of these middle-valued units. This may be due to: (1) what new home construction that took place was probably on the lower end of the price spectrum, and (2) the average value of dwellings in these cities did not increase quite as quickly as that of other neighboring areas undergoing more 'rapid growth. Available data from the 1960 and 1970 Census and current market data appear to show a strong price and.qualitY disparity in the County's housing distribution. This discrepancy inten- sified by 1970, suggesting that where a great amount of low- income housing is found, there will not be counterbalancing amounts of high-valued unite. While this has been discussed above, the following Housing Valuation Tables clarify this shift in the housing dis- tribution. It can be seen, for example, that Newport Beach and Laguna Beach typify cities with a high proportion of the County's high-valued homes and a small proportion of low- valued units, while Santa Ana and Garden Grove are diametrically opposite examples; i.e., small percent of high-valued and high percent of low-valued. The five cities previously mentioned as owning the largest proportion of low-valued owner-occupied units by both 1960 and 1970 standards also showed a great number of dwellings termed as overcrowded by the Census Bureau. However, due to a lack of cross tabulations'between low-valued units .and overcrowding, it is presently not possible to test for any relationship between these two housing variables. Nearly 19,000 dwelling units were termed as overcrowded in 1960 due to having more than one person per room, as per census clas- sification. This was about 10 percent of the County's entire housing supply. Over half of these dwellings were located in the cities of Anaheim, Buena Park, Fullerton, Garden Grove and Santa Aha. TwO other cities, Huntington Beach and Westminster, held relatively minor numbers of these units in 1960. However, by 1970, they increased their hold- ings substantially, due possibly to the rapid aging' of much of their housing stocks in parts of their older neighborhoods. 000065 Table V-4. Orange County Single Family .D. welling UnitsI · - Completed or Under C°nsiructlon ~ during Second Quarter-1974 f 'PRICE RANGE $25,000 - $29,999 1 $30,000 - $34,999 63 $35,000 - $39,999 225 $40,000 - $44,999 601 $45,000 - $49,999 985 $50,000 - $59,999 1,284 $60,000 1,523 4,682 PERCENT OF CUMULATIVE NUMBER .TOTAL PERCENT · O2% . O2% 1.3 % 1.3 % 4.8 % 6.1% , 12.8 % 18.9 % 21.0 % 39.9 % 27.4 % 67.3 % ~ 32.5 % .99.8 % Average Price = $55.,500 Table V-5. Orange County Planned Unit Developments': Completed or Under Construction ~ during Second Quarter 1974 ~ P~ICE,,RANGE < $25,000 $25,000 - $29,999 $30,000 - $34,999 $35,000 - $39,999 $40,000 - $44,999 $45,000 - $49,999 $50,000 - $59,999 > $60,000 NUMBER 644 1,605 2,359 1,132 931 579 1,259 843 9,~52 Average Price =$39,300 'PERCENT oF, TOTAL 6.9% 17.2% 25.2% 12.1% lO.0% 6.2% 13.55 " ,9.o% CUMULATIVE PERCENT 6.95 24.1% 49.3% 61.4% 71.4% 77.6% 91.1% lOO.1~ NNNNR7 During the decade, there was an increase in the number of overcrowded units in the County reaching almost 27,000 by April 1970. Applying an average Countywide single-family size of about S.81 persons times this figure of 27,000, it can be seen that theoretically iOS,O00 people Were living in crowded quarters in 1970. Since virtually no new units were being offered for sale under $20,000 during the decade, it is prob- able that the numeric growth from 1960 to 1970 created even more pressure on other older and less expensive units in the County, and especially in these cities. In 1970, Anaheim and Santa Aha alone accounted for 32.3 percent of all overcrowded units. The following illustrative table indicates that while there has been numeric growth in the number of overcrowded units, their percentage distribution within the County has · shifted from 1960 to 1970. ~LES TRENDS: Sales trends in Orange County indicate the average sel- ling price of. a completed or under-construction single-family detached home during the second quarter of 1974 was approxi- mately $55,000. Nearly 94 percent of all single-family detached homes completed or under construction during the second quarter of 1974 had a selling price in excess of $40,000. Virtually no single-family detached homes completed or under construction had'a selling price less than'$30,O00. Average selling ~rice of a completed or under-construc- tion PUD residential unit during the second quarter of 19~4 was approximately $39,000. Only seven percent of all PUD residential units had a selling price less than $25,000. Only 89 out of 1,452 (i.e.', 6.1%) available new single- family detached homes at the end of the second, quarter of 1974 had a selling price of at most $40,000. None was available for less than $30,000. About 2,227 (53.2%) out of 4,189 available new single-family PUD/condOminium homes at the end of the second quarter of 1974 had a selling price of at most $40,000. Only 19.6 percent were available for less than $30,000. As cited in the "Interim Progress Report of the Orange County Cost of Housing Committee," demand is increasing for detached homes at least 2,000 square feet in size and hav- ing at least four bedrooms. De,and is increasing for~attached homes at most.l,200 square feet in Size and having at most three bedrooms. ''. CPST OF HOUSING VERSUS FAMILY I'NCOME: Another aspect of the housing composition and its impact on Santa Ana as.part.of the Orange County Housing Market Area concerns the increasing cost of acquiring housing; For 00006 ' Table V-6. Orange County Summary of New Home Unsold Inventory as of June 30, 19741 Under $30,000 "0 819 $30,000 - $4~,000 89 1,408 $40,000' Over 1~363 1~962 TOTAL 1,452 '4,189 819 1,497 3~325 5,641 example, between 1960 and 1974, the median selling price of new single-family tract homes rose dramatically. From a figure of $17,900 in 1960 to $33,800 in 1970 to $55,500 in 1974, the median selling price rose 210 percent from 1960 to 1974. This rise considerably surpassed the average price increase regis- tered by the Consumer Price Index for the Los Angeles-Orange County area. In fact, housing costs have been outdistancing all other expenses combined. Not only did the median price rapidly increase during thi~ period, there was also an upward shift in the entire pric- ing distribution of new single-iamily tract housing. In 1960, 6,304 homes in the under-$20,000 price range were offered for sale, representing 65.8 percent of all new tract housing in the County. By 1965, only 126 were offered and none in 1970 and thereafter. Worse yet, as previously stated, virtually no single-family detached homes completed or under construction during 1974 had a selling price of less than $30,000. This substantial price hike in the median- and in the entire price range has had its effects. According to the general standard of limiting the monthly housing payment of one-fourth of monthly income, many families are being priced 000069 X e=' I.U ~,) ~,) r 000 0 000 ~ Table V-8. Orange County DiStribution of Family Income~ Family Income Class Under $2,000 . $2,000 - $2,999 $3,000 - $3,999 $4,O00 - $4,999 $$,0o0 z $5;999 $6,000 - $6,999 $7,000 - $9,.999 $10,000 - $14,999 $15,000 -$24,999 $25,000 or More Percentage Distribution 1960 1970 1974 6.45 3.15 2.85 4.7 2.1 ' 1.4 5.8 2.7 1.7 7.7 3.1 . 2.3 10.9 3.7 2.4 12.1 4,2 3.0 28.3 i6.2 10.7 17.4 31.2 .25.3 5.O 26.5 30.O 1.7 7.2 20.0 TOTAL 100.0% 100.0% 100.0% Table V-9. 1960.Orange County Family Income Versus Home Prices* Approximate New Number Percent Required Income Percentage o: ~ingle Family Of Units Dtstri- Needed For Families in Home Price Offered bution Pnrchase of This Income Range For Sale of Units Units Range Jnder $12,000 - - $4,560 20.8% ~12,000-$13,999 267 2.8% $4,561-$5,320 7.3 ~14,000-$15,999 1,477 15.4 $5,321-$6,080 7.5 ~16,000-$17,999 3,234 33.7 $6,081-$6,840 9~4 ~18,000-$19,999 1,326 13.8' $6,841-$7,600 10.7' ~20,000-$24,999 1,820 19.0 $7,601-$9,500 12.7 ~25,000 & Over 1,463 15.3 $ $9,501+ 31.6 000071 nnnn~n out of the new housing market due to a variety of increased housing costs'. By 1970 standards, it would have taken a family income of $15,010 to purchase a home selling at $33,800,~the median price of a new single family home offered for sale that year. Since median family income that year was $12,800, approximately 50 percent of the County's families would have met this annual wage requirement and would have qualified for a new home pur- chase. In 1974, the median price for a new home had risen to $55,500, ~hile median income rose to about $15,061. In 1974, an income of about $27,651 was needed to qualify for this new $55,500 home, an income considerably above the median. Accord- ing to the tables in this 6hapter, it is estimated that les.s than 20 percent of the County's households earn that much annually. Th~ previous discussion indicates that people are being priced out of. the housing market due'to the unequal rise in median income versus that of the rise in cost of acquiring a median-priced new home. The price range of new single-family tract housing has also moved upward, removing those with previously middle incomes from the group of prospective buyers. As illustrated by the data in Chapter V, no new homes were being constructed in 1960 for the group annually earning $4,560 and under. ' V~ry few units were offered to families in the $4,561 to $5,320 income group. Therefore, even if those in this income bracket, about 30 percent of all families, wished to buy new homes, there were none in their price range unless they chose to pay an extraordinarily large proportion of their incomes for housing. They did, however, have alterna- tives: (1) looking for a cheaper used home, (2) renting a dwelling, (3) saving for higher than the standard ten percent down payment, or (4) continuing in'their present abode. With a low family income, the third possibility was undoubtedly remote, thus forcing these families into older, cheaper units which were probably on the downward turn toward deterioration. This situation intensified by 1974 when only one new home for under $30,000 was built, and about half the households in Orange County had difficulty in finding a new home in their price range. This situation had a direct bearing on the increase in the number of overcrowded units found in the County between 1960 and 1974. Many low-income families could not find adequately-sized shelters in their affordable price ranges and were, therefore, forced to live in cramped, less expensive quarters. Because of the high monthly cost of home ownership and the declining buyer market, the building trade has responded by increasing the number of relatively low-cost PUD units being 000074. offered for sale in Orange County. In 1974, as illustrated in Table V-4, there were 9,352 at an average price of $39,300. However, on1¥ 2,249 (24%) of these units were in the $20,000- $29,999 range. Purchase of these units in this price range requires an income of approximately $10i000 to $15,000. This assumes a 30-year mortgage at 9.0 percent interest and 10 percent down payment. This price range is considered by the report to be in the marketable range for those renters paying from $170 to $250 per month. While this price range of $20,000 to $29,999 is still relatively low in comparison to the pre- ~ailing median of $55,500 for single-family homes and $39,300 for planned unit developments, it is, however, still expensive for many families with'children trying to live on incomes below the County average. This group represents a very large.. proportion of those seeking shelter. The fact that builders are offering these lower-priced condominium~and townhouse units in spite of considerable price increases in building costs may indicate that they are feeling the push of.an ever-decreasing market for.their dwellings and are now producing lower-priced units in order to accommodate .the demand. The "Marketability by Price Range" data for planned unit developments tends to confirm that the consumer has been responsive to the availability of these lower-priced Units. The.fact that the unsold percentage seems to increase by price of unit may be indicative of the. fact that people seeking shelter in thi~ range also have many single-family units from which to choose. Several factors give the planned unit developments a strongly competitive marketing edge against conventional single- family home ownership. They are the factors of no necessary exterior maintenance, the attraction of recreational facilities, average lower acquisition cost and monthly payra~nts, and an attitudinal shift toward fuller utilization of leisure time. In shi~ts in from 1960 general, it can be said that several significant the housing composition took place in Orange County to 1970 and are continuing into 1975: O Overcrowded conditions increased from nearly 19,000 dwelling units affecting 60,000 people in 1960 to about 27,000 dwelling units and about 103,000 people in 1970 in Orange County. O Disparity in housing valuation by city increased from 1960 to 1970 with a widening of the gap between cities with large proportions of high- and low-valued dwellings. The prices of new housing have increased conside'rably beyond that of consumer 000075 income. Fewer and fewer .households are now able to afford new housing than in any other time period since the housing shortage at the end of ~¥orld %¥ar II. 0 Due to the several factors of increased housing costs, a younger population and its accompanying higher rates of.mobility and a general attitude toward fuller utilization of leisure time, the County is experienc- ing a rapid increase in the number of multiple units built and rented. The impact of these four main changes in the housing ~tructure should have a considerable effect on future County. growth and the housing conditions in Santa Aha. Increased reliance on multiple units t~ satisfy housing needs of the residents of both the County and Santa Aha will have the effect of considerably raising the overall density based on present building trends. A population growth of eve~ 74,400 per year until 1980 would give the County about 2,000,000 people by that date. ~ven.this level of growth, substantially lower than that required to produce the projected 1980 population figure of 2,101,500, would necessitate the urbanization of much of the southern County area. This population growth into newer areas would occur while the older, more mature, cities such as Santa Ana would probably find themselves housing a high proportion of the financially constrained.. ~ANTA ANA HOUSING ~K.E?....ARE~: The City contained 59,992 dwelling units as of July 1974. The housing stock was composed of 20,971 (35.0%) multiple family dwelling units, 35,645 (59.4%) single-family dwelling units, and 3,376 (5.6%) mobile homes. The housing stock increased from 50,059 in April 1970 to 59,992 in July 1974, in increase of 20 percent. During this period, 321 housing units were demolished. As reported in Residential Sales Survey, during mid-1974 there were three new condominiums'and one plaDned unit develop- ment, composed of 826 dwelling units, in the process of being occupied or sold in Santa Aha. Prices ranged from a $25,990 (1,056 square feet, two bedroom, two bath) unit at Main Attraction (a condominium) to a $38,900 (1,650 square feet~ three bedroom, two bath) unit at South Coast Shores (a PUD). All the projects had conventional financing only. Comparing manta'Aha with the south and east Orange County area, the completed housing. units numbered 7,339, or 54 percent of the pro- posed total unsold completed houses numbered 280, or 4 percent of the completed homes. Only .. 000076' Table V-12. Planned Unit Developments[ 'TOTAL PROPOSED BUILT/SOLD UNDER DEVELOPMENT TOTAL UNITS JUNE 1974 ~ONS~/SOLD .653 653/645 0/0 42 42/37 0/0 183 ?6/?0 36/15 255 55/51 88/10 ~, 13--~ ~ 124725 Bradford Place Condominium Main Attraction Condominium South Coast Shores P.U.D. Village Walk, Condominium TOTAL Of the 826 units built in the four developments, 803 were sold, leaving a very low unsold inventory of 23 units. During the same time period, constructed, complete~ units in the South and East Orange County Market Area (including Santa Ana).numbered 6,018. Unsold completed units numbered 1,299, or 22% of the completed units. There were four single family dwelling units (detached) developments on sale in ~anta Ana in mid-1974: Table V-13. Single Family DwellingsI' TOTAL PROPOSED BUILT/SOLD DEVELOPMENT TOTAL UNI.TS JUNE 1974 UNDER CQNST./SOLD Classic Homes 12o- o/o 51/ll, Greenbrook 360 353/349 7/5 Morning Sun 350 .0/0 74/19 Sherwood Estates "TOTAL 44 4/3. 40/32 .. Prices ranged from a $42,990 (1,~69 square-feet, three bedroom, two bath) unit at Morning Sun to a $70,650 (3,504 square-feet, four bedroom, three bath) unit at Sher- wood Estates. Ail the developments had conventional financing only;, Of the 357 units built, 352 were sold. 000077 one of the §? projects surveyed offered VA financing, while all had conventional financing available. Prices ranged from a $S1,950 (927 square feet, two bedroom, one bath) home at Countryside-Lake Forest to a $265,000 (S,400 square feet, four bedroom, S½ bath) home at Promentory Bay in Newport Beach. The average base price of the single-family (detached) dwelling units was $55,176 in Santa Ann and. $65,5~2 in the south and east Orange County area (includes Santa Ann). The average base price of condominium and planned unit development dwelling units was $S4,?0S in Santa Ann and $§2,2S9 in the south and east Orange County area. As illustrated in Tables V-4, V-§, and V-6,. the averag$ selling price of a new single- family (detached) dwelling Unit in 0range County was approxiz mately $55,500 and the average selling price of a new condo- minium unit was approximately These facts illustrate that Santa Aha tends to have a lower unsold inventory of new dwelling units, and that new units sell for less than in the County as ~ whole. If these trends persist, Santa Aha will continue to capture a larger portion of the relatively low-priced housing stock in the County and. tend to concentrate a larger portion of lower-income groups in the City.' Comparing Table IV-6 (Percentage Distribution of Income Before Taxes in the ~anta Ann Housing Submarket Area) and Table V~7 (Orange County Itemized Housing Expenditures Based on Median Housing Prices and Monthly Costs), approximately 96 percent of the families presently living in Santa Aha were unable to afford the average priced new single family dwelling unit offered for sale in O~ange County during 1974. Regarding planned unit developments, comparing Tables IV-6 and V-5, approximately 81 percent of the families presently living in Santa Aha were unable to afford the average-priced new PUD dwelling unit offered for sale in the County during 1974. As illustrated by the data, the Orange County housing market conditions and incomes of residents of Santa Aha combine to (1) constrain low-income families in Santa Aha, and (2) relocate presently non-Santa Aha, low-income residents in Santa Aha. Since low-income families have a smaller amount of money to spendon maintenance, repair, and rehabilitation of' units, the present, worsening conditions tend to accelerate deterioration of Santa Ann's housing stock. HOUSING NEEDS As indicated earlier, When a household acquires a home or apartment, it obtains much more than a dwelling. The household obtains · 0'00078 also a host of services and facilities, including schools, parks, garbage collection, ~olice and fire protection, etc. In the market place, the household does not express a demand for a dwelling, per se, but also for the neighborhood in which that dwelling is located. Even though this is true, for clarifica- tion purposes, it is useful to distinguish those needs which the user requires and Which housing is to provide. The following is 'a list of user needs, some of which have been mentioned before. STANDARD SHELTER: Shelter is perhaps the most basic need that housing pro- vides. But shelter should be more than a fortress from the wind and rain-nit should be decent; safe, and s~nitary.1 It has been a goal of the public sector for many years to enable .. every family to live in standard shelter. SEPARATESHELTEH:' Because separate shelter provides privacy, it is a very essential need. Almost every country has .norms concerning the social groupings that should live under the same roof. In this country', one dwelling for one family is the norm. However, a certain amount of home-sharing does occur even on a voluntary basis. .ADEQUATE SIZE/SPACE:. Just as a family'cannot live properly without certain facilities (hot water), its living patterns are also hampered if there is inadequate space or if it is poorly arranged. A dwelling's adequacy with respect to size or space is usually. related to the number of persons living in it. Sufficient space is a basic housing need, and it is a d6minant reason why families move from one home or apartment to'another. ~EASONABLE HOUSING EXPENDITURES: Because of the necessity t9 allocate household income on other consumption items, households are restricted in the amount they can spend on housing. Every household faces a . decision on h~w much it can reasonably e~pend on housing. Sometimes households allocate more on housing than seems rea- sonable, although this can be a forced circumstance or done voluntarily. The latter is often based on the fact that cur- rent income is not always permanent income in that increases in income are anticipated by the household. RESIDENTIAL MOBILITY AND, ,HOUSING CHOICE: Households also require the ability to move geographically, which often also means in terms of economically. Frequently, owing to a lack of 00007 . ... local housing diversity, households that are mobile must move to another community. In addition, assuming value or rent in relationship to income remains constant, households also need · a choice of housing, particularly in terms of building types and location. Housing need,, or underhousing, is reflected in Santa Ana o Substandard housing available at relatively high costs. 0 Adequate housing available only at prices or.rentals which greatly exceed the capability of low-income lamilies to pay fo~ such shelter. Total inability of low-income· families to buy or rent newly constructed housing at costs within their capability. o Overcrowding of existing stock and deficient services and facilities provided to the immediate neighborhood. o Rapidly expanding number of low-income families, and virtually no expansion of low-cost housing stock. There are many ways oi quantifying housing needs add demand. Below are some of the most dommonly accepted measures. OVERCROWDING: Density of occupancy of over 1,01 persons per room results in the classification of a given family in a given unit as "inadequate housing." Approximatley 11.6 percent of the households in Santa Ana are overcrowded, and' approximately 4.1 percent are severely overcrowded (more than 1.51 persons per room). In Orange County, approximately 6.5 percent of the households are overcrowded, and approximately 1.5 percent are severely overcrowded. CONDITION OF STRUCTURES: Dilapidated and unsafe units are not considered to be adequate housing; they should be replaced. En 1970, approxi- mately.2.4 percent of the City's dwelling units were lacking complete kitchen or plumbing facilities. In Orange County (including Santa Ana) only about 1.4 percent were lacking such facilities. In addition, approximately 750 (1.3%) dwelling units in Santa Ana have a life expectancy of less than 10 years. LOCATION OF THE UNIT: Is it near employment, shopping, 'schOols, .. and services? If not, it can be regarded as 000080 inadequate to the needs of many families. Does the housing unit satisfy the need, or desire, of the occupant to reside near families with similar aspirations and life styles? If not, the housing may be regarded as inadequate. These are some of the ways housing need is measured. The question remain~ why it is measured. Again, for many reasons: 0 It is often stated that housing need is measured so that programs can be shaped to meet the total identi- fied level of need. o Next, it is pointed out that graphic documentation of the level of overall need;is required to help in enlisting the support of those who choose to attach ' themselves only to major causes. This report pro- vides that kind of documentation. o Third, it is felt that such docUmentation must be provided to begi~ to change the minds of those who feel that "there is no housing problem in Santa Aha that requires local government action." This report provides that information, also. More realistically, th$ outlining of total housing need, and-its various components, provides a frame- work within Which those seeking to bring about change can begin to measure the effec%iveness of their efforts. 0 GROUPS IN Finally, such an analysis permits the'identification of specific target populations and problems and pro- rides a focus for those whose efforts might otherwise remain overly fragmented and minimally effective. NE. ED OF .ADEQUATE HOUSING: The analysis of need tells us who, specifically, need of housing. The categories and hUmbers include: is in The .Elderly: Over 19,680 (10.7%) of the City's 183,768 residents received Old Age and Survivor's Benefits in .1973. As indicated by the statistics presented in Chapters VI and VII, the elderly who were receiving aid'were concentrated in areas of:older hous- ing stock and multiple dwelling units. Black and' Mex'ic'~n~Am$~qan PopUlations: These groups tend to be concentrated in areas of older substandard dwelling units and 000081 have lower incomes, higher rates of aid to families with depen- dent children, higher rates of overcrowding, and higher rates of unemployment. ~amilieS With Dependent Children: Approximately 20 percent of the families in the City receive aid to families with dependent children. In some census tracts, the percentage of families receiving AFDC is more than 60 percent. There is a strong correlation between families ~eceiving such aid and poor housing conditions (See Chapters VI and VII). Low-Income Segment: Obviously, the above-listed categories contain 'a high percentage of low-income persons. Comparing Tables IV-6 (Percentage Distribution of Income Before Taxes in the Santa Aha Housing Market Area) with Tables V-4 and V-5, approximately 68 percent of the families residing in Santa Aha were unable to afford the lowest-priced new single-family dwelling units offered for sale inOrange County, and approximately 52 percent of the families were unable to afford the lowest-priced new homes.in planned unit developments offered for sale in. Orange Counay. Moderate- and Hiah-Income Segments: All economic s~ments of the City's'current population are constrained in the Orange County Housing Market Area. As previously illustrated, approximately 96 percent of the families living in Santa Aha were unable to afford the average-priced new single-family dwelling unit offered for sale in Orange County during 1974. Thus, there is a ne~d to. increase the free- dom to move from the City to other'locations, possibly closer to a person's place of employment, within the County. In addition, in order to extend the same degree of mobility to the moderate- and high-income segments of the Orange County Housing Market Area, a greater percentage of higher-valued new dwelling units would have to be honstructed in the City than is presently being offered. While at first glance, these state- ments may seem contradictory, they are simply expressing the facts that (1) the City's current price range of housing stock is OUt of balance with the larger Orange County Housing Market Area; and (2).this sizable inequity'prevents the low-income segment of Santa Ana's population from moving out of the Cit~ and constrains the. moderate-and high-income segments from find- lng suitable housing opportunities (in relation to the income) from moving into the City. 000082 ~UANTITATIVE AND QUALITATIVe. DEMAND The demand for housing denotes the people side of the housing market. It refers to the characteristics and behavior of the more than 183,000 persons who occupy the Santa Aha hous- ing stock. About 86 percent of our people in Santa Ana and 89 percent in Orange'County are conventional families consist- ing of married people and their offspring. The rest are com- posed of single persons, unmarried adults, divorced and widowed people, and a currently small but growing number of individuals who are members of primary groups like communes which do not fit the standard categories of thepast. In their countless diversity, these households and the persons attracted to Santa Aha in the future produce.the demand for dwellings. Conventionally, the housing market is divided into sub- markets according to certain key characteristics on the demand side. Three of these dominate all discussion: income, size of the household group, and tenure. .(Actually, the last cham- acteristic which separates people into renters and homeowners separates equally sharply the housing stock into owned and rented dwellings, so perhaps it is more accurately an aspect of the latter.) Other dimensions used in discussing demand include such things as social class and life-cycle (people's housing needs and preferences change as they become adults, convention- ally marry, have children, see them grow up, then themselves- age and die). This section of Chapter V defines some of the satisfac- tions sought by the multifarious consumers of housing and focuses attention on their preferences and behavior and on the forces which shape them. At the aggregate level, the demand for housing in Santa Aha has obediently followed the extra- ordinary demographic changes which have flowed across older cities in Orange County like a series of tidal Waves. The crisis in the Santa Aha and Orange County Housing - Market Areas has passed beyond a mere matter of the number of available units. It has become a social and economic crisis, as well as a numbers problem. ProsPects for the future are dim. Homeownership is becoming a luxury available to a smaller and smaller segment of the residents of both Santa Aha and Orange County. As illus- trated by previous statistics, approximately S0 percent of the families presently living in Santa Aha are unable to afford to purchase a $30,000 home under present housing expenditures and conventional finance requirements. At the same time, rents rise higher and higher, so that adequately-sized rental units are less likely to be a financially-favorable alternative to home ownershiB. O0008t In 1968, when Congress pledged to the nation 26 million units of housing, including 6 million for low- and moderate- income families,, it was both an acknowledgement of this country's housing problems and a commitment to solve them. Yet seven years later, the housing crisis is more severe, enveloping middle- income familes, as well as low- and moderate-income households. Workers frequently.find themselves caught in the middle with incomes that are slightly too high to enable them to get govern- ment assistance, but too low to obtain housing in the private market. The basic problem is that only a limited.supply of ade- quate housing is available at a reasonable cost and in a suit- able living environment. The.cost of new housing continues to rise, while ~he Supply of existing housing dimihishes in rela-~ tion to the growing population. Low- and moderate-income · households find fewer opportunities for decent housing in older cities such. as Santa Aha, but continue to be restricted in the newer, cities SUch as Irvine with their newer housing stock and higher-~ncome families. Middle class households presently enjoy greater options, but rising costs threaten to eliminate many of these choices. QUANTITATIVE DEMAND Estimates'of the projected demand for new.housing are concerned with both fhe~quantitative andqualitative aspects of demand. These estimates necessarily must be made in sequence since they cannot be made simultaneously in one operation; the quantitative estimates necessarily precede Zhe estimates of qualitative distribution. In the sense used in' housing economics, demand is pri- marily a functioh of growth. In conventional economic terms, it woUld, refer to all units entering into exchange. Analysts of housing markets, however, are concerned primarily with the new units entering the market and only secondarily with exchanges in the existing stock. Although they reflect the market, the transactions in the existing stock are studied primarily for their controlling'effect upon the incremental rate of new supply. Thus, when housing market analysts speak of demand, the term generally is restricted to the demand fox new' construction. · The quantitative demand for new residential units, is derived from conclusions respecting the rate of household formation, modified by adjustments originating in other factors operating in the market. The number of additional households anticipated during the forecast period is premised, of course, upon an analysis of prospective 00008,1 population growth from net natural increase and net migration and of projected household size changes; in the analytical pro- cess, the economic considerations promoting population and household growth had been incorporated in the forecast. Since each additional household represents a demand for a dwelling unit, in either new or existing structures, the household forma- tion anticipated during the forecast period, plus required replacements, is held to be equivalent to' ~'ro'ss quantitative demand for housing financed at market rates for owner or ten- ant occupancy. The projected gross demand is subject to adjustments obtained from pertinent market factors to derive adjusted new 'qu~ntita't'tve demand. In the case of Santa Aha, these adjustments include: (1) positive or negative altera-. tions in the exist'ing stock resulting from demolitions, version, and other factors associated with components of inventory changes; (2) an excess or ~ack of stock of existing housing, derived by a comparison of current available vacancy with the stimated vacancy requirement; and (3) an excess rate or lack of new construction as of th~-most recent survey date, derived by comparison with a.desirable rate considered adequate during the forecast period. In the present state of analytical science, these adjustments may be possible only with considerable margins of error. In the absence of reliable data, conservative judgement in estimation is desirable for the derivation of the permanent net quantitative demand for non-subsidized new sales and rental housing. ~ Table V-14 presents the projected gross demand for hous-' ing in Santa Aha. There are now more than 58,082 households in Santa Ana requiring 60,502 dwelling units to satisfy their housing needs, assuming.a healthy four percent vacancy. Currently these households are occupying only 59,992 units. By mid-1980, it is expected that there will be as many as 62,468 households. By 1990, there will be as many as 68,150 households, which will require 70,989 dwellings. Net increase.between 1974 and 1990 is therefore, estimated at 10,997, an increase of 18.3%. Such a' large growth in the number of households of all income levels will pose tremendous pressures for creation of sufficient hous- ing at costs that can be afforded by these households. If Santa Ana continues its defacto policy of capturing a dispro- portionate share of the Orange County Housing Market Area's' low-income households, substantial numbers of low-cost units will'have to be built or substantial numbers of households will have to be income subsidized to satisfy existing a.nd new demand and to house those low-income households which are at present underhoused. O00n8, : ~vailabilit~ .qf Vacant .Land and Adequate Sites There are currently 1,676 acres of vacant land in parcels of five acres or more within the City of Santa Arm. O~ that acreage, 424 acres are currently zoned for residential use or in less restrictive categories {primarily A 1). The General Plan proposes that of that vacant land area 502 acres be ultimately used for new housing stock. Current estimates of possible rezonings and amendments to the General Plan indicate that S3 acres will be zoned from more intensive zoning to residential and 37 acres from residential to more intensive, resulting in a net gain of 16 acres, for a total of 440 acres usable to increase the supply of housing stock. It should be pointed out that approximately forty percent of that 440 acres is under a single ownership in the southwest portion of the City. The r~naining parcels are scattered throughout the area west of the Santa Arm River, in the southwest sector, and a few parcels in the eastern fringe of the City near the Tustin boundary. None of the identified parcels are within any of the housing target areas identified by this study. The 440 acres are allocated as follows: Single family, detached housing (approximately S d.u. per acre} would have 149.5 acres available for development. ~edit~n density housing areas (R 2 zoning with 14.5 d.u. per acre} would constitute 163.5 acres, and high density (R 4 zoning with 24 d.u. per acre} would be 127 acres. This would generate so~e 6,170 dwelling ualits which, based on 1974 people per unit figures generated by this study, would house approximately 16,250 people. In General Plan amend- ment considerations, the 1,236 acres of land allocated for other than resi- dential uses should be closely scruitinized to ensure that those land areas are clearly more appropriate for other than housing. The Santa Aha Planning Department should also pursue a survey of all vacant lands, including parcels of less than five acres, to ascertain the full cumulative effect of such smaller parcels. 000086 Table V-14. Projected GroSs H.ousing. Demand Households (Families and Unrelated Housing Units P0pul~t.ion* ''Individuals) Gross Demand** 1974 183,76~ 58,082 60,502 (59,992 Existing) 1975 185,390 58,813 61,264 1980 193,500 62,468 65,069 1985 200,150 · 65,308 68~027 1990 206,800 68,I50 70,989 Includes persons in group quarters. Assuming a 4% yacancy of dwelling units. ~UAL~TATIVE DEMAND Qualitative demand rela~es to the distribution of the net quantitative demand for new single family sales housing and multiple unit housing by price and rent classes. The qual'itative aspects o~ new construction demand also relate to location factors, and determinable preference for structural typesj design, and amenities. If the new additions to'inven- tory are to be economically sound over the long term, they must be guided into the submarket channels indicated by the current market and fitted into the concepts of urban growth revealed by the analysis. For purposes of this analysis it is assumed that new housing that is qualitatively unsuited to 'Santa Ana's market demand forces that are operative during the forecast period under consideration will not be absorbed readily unless resort is made to saor.ifice pricing. Although -'the incremental'supply built annumlly in Santa Aha is relatively small, its magnitude in relation to the total volume of hous- ing, new and existing, offered in the market during that period may be predominant. Of course, the satis- faction of qualitative demand can assist in maintaining an orderly market; the introduc- tion of disequilibria in the form of differen- tially unacceptable housing creates instability. Available evidence strongly supports the view O00087 that disequilibria in market forces, created by new construc- tion differentially unsuited to market demand, tend to magnify the amplitude of both short and lone cyclical phenomena in the construction industry. Although building cycles are rooted firmly in variations of employment, income, demographic pheno- mena, and psychological and sociological trends, cyclical amplitudes may be lessened appreciably by the consistent translation of differential demand into a qualitatively accep- table supply. Since some of the families and unrelated individuals included in gross household formation are unable to afford the cost of newly constructed housing and the filtering process .is not adequately supplying t~is part of the total need in Santa Aha, various programs may be necessary to subsidy assistance to housing production or assistance to families. Until recent decades only an insignificant volume of new con- struction was produced under subsidy, arrangements. Virtually all of the incremental additions necessary for growth were produced for sale or rent in the competitive 'market. Since these increments can be produced only under prevailing costs of land, labor, and materials, there is at all times a minimum economic price or rent for new construction provided for the competitive market. The summarizes 0 following statements regarding qualitative demand the statistics presented throughout this report: Approximately 750 dwelling units in Santa Aha currently h~ve~a life ~ectancp of less than 10 years. 0 0 ApproximaTely 7,000 units are'overcrowded. Many of these households have more than one family living in the unit. To correct this overcrowded situation would requir? relocation (either within the City or adjacent communities) of these house- holds into larger units, and/or encouraging the split of households with more than two families into two adequately sized units per. existing household. Assuming that rental conditions in' relation to household income have not improved since 1970,. there is a shortage of 2,398 rental, units in the range of under $40 per month, approx- imately 1,286 units in the range of $40 to $59 per month, and a shortage of approximately 480 units in the range of $60 to $80 per month. 00'0088 Since it is unlikely that adequate housing can be provided in Santa Ana within these gross rent ranges, rent subsidies would be necessary to households currently paying ~ore than 25% of their · income for rent (see Tables V-16 and V-17). o Using the County's 64.6% homeownership as a standard for Santa Ana (assuming the objective of bringing the City into balance with the County), the City would need to add approximately 15,263 owner occupied dwelling units to the City by 1990. Since the pro- ~ross housing demand~&s--o~.an additional (12,082~l~elling un~ts,.from(58,082~.households · ~14~4-~6 70,989 dwelling units-in-i990 (See Table V-14), to meet this objective would require that all new dwelling units be constructed for owner occupancy, and, in addition, Would require the conversion of approximately 3;181 units currently renter Occupied to owner.occupied status. o Approximately 11,000 families and unrelated indivi- duals receiving incomes of less than $4,800 (18.4% of the households in the City) are paying more than $1,200 annually (more than 25% of their incomes) for housing. Subsidy.programs would be necessary order to bring'housing coats in line with their incomes or to upgrade their housing conditions· This last point is illustrated in Table V-15 (Percentage Distributions of Rent or Housing Expenditure Versus Income of Families and Unrelated Individuals). Approximately 3.5% of the housing units in the City are valued at less than $9,600 or rent for less than $1,200 (including utilities). Unfor- tunately, approximately 21.9% of the families, and ~nrelated individuals in the City earn annual incomes below ~4,800. . Thus, there'is a d'ifference of 18.4 percentage points between the rent and value of housing and. the ability of this segment of the population to pay for such housing in this income range, indicating that a sizable, portion of these households are paying more than 25% of their annual incomes for housing. In addition, in 1974 the low-income segment (families and unrelate~ individuals with-incomes of less than $7,200) . - represented 34.8% of the households.. However, only 19.0% of the housing stock was in this income range (under $2,400 annual rent or housing expenditure), indicating that more than ~ of these households'were paying more than 25% of their annual income for housing. facts: Table V~15 also reflects the following (1) most of the housing stock offered to households for less than $1,200 were apartments and mobile homes; · 0000.90 (2), units rent±ng for $1,200 to $1,799 per year or owner occupied units valued at less than $9,600 are predominately located in areas identified as target areas or potential problem areas; (3) the major'ity of single family (detached) dwelling units and planned unit development units constructed and sold since 1970 are included in housing expen- diture ranges above $3,600 annually (units valued at more than $28,800); and (4) multiple units constructed and rented sin6e 1970 are usually .conta±ned.in rental ranges of $2,400 or more per year (including expenditures for utilities). OPTIMUM HOMEOWNERSHIP LEVELS: The table which show th~ relationship between income and housing expenditures (Tables V-15) strongly suggest that homeownership is not suitable for everyone, at least not at~ a given moment in time, and at least not as long as condominium or cooperative housing is not a readily available alternative. In addition, the position in'the life cycle is a relevant, · consideration. Since there is always a distribution of persons at different points'in the life cycle, there is always a reservoir of persons n6t desiring to undertake the obligations involved in homeownership. Students and military households are examples of highly mobile households which are not usually interested in homeownership. In addition to'groups which are readily identifiable as having high incidences of mobility, there are many other households where mobility strongly influences their housing decisions. It is generally agreed that it is not financially advantageous to purchase a home if the home must be soldin. a relatively short period of time, such as two years, except in time periods or locations characterized by high inflation rates in property values. There are a number of other factors influencing the decision to buy or to rent. THe akailability of suitable accommodations in appropriate locations is especially relevant. Taking the ca~e of the elderly Will illustrate this. Among the elderly there are many persons whose physical mobility has become limited. Because they'may no longer be able to or wish to drive a car, they may choose to locate themselves conveniently to public transportation and community services. The only housing avail~ble in suit- able locations is commonly apartments, rather than single family homes. Ownership of units in multifamily structures is still virtually unavailable as an option in these circumstances. 000092 Another factor, governing homeownership decisions is the desire to have no Obligations for upkeep, maintenance, and operations, or the possession of furniture. Consequently, .some of the decisions to rent among those who can fully afford to own homes can be accounted for by a decision to spend money on the convenience.involved in renting. Our society tends to value homeownership and govern- mental policy has generally been supportive of homeownership. Despite this, in 1970, only 56.6% of Santa Aha households · owned their own.homes. To many persons this would be considered a significant, problem. How significant the problem is depends upom two factors, however. .One'is how importantis home- ownership in terms of any benefit to society or individual households which result from homeownership? Secondly, against what standards should the 56.6% figure be measured: Orange County's 6A.6% or some lesser figure? The value which our-society has placed ~pon home- ownership reflects the values which have traditionally been · placed on self-reliance and independence and controlling one's own destiny. The desire to promote homeownership frequently stems also from the view that homeownership results in a feeling of pride and positive self-image and a feeling of having a stake in the community, These attitudes which homeownership are ~aid to engender.are considered to result in a desire to conserve housing in'order to protect one's investment. These views of the positive benefits o~ home- ownership to society have substantial merit. They do not apply to everyone, however. Where the home is too costly to'maintain, a budget squeeze Can and frequently does result in lack of maintenance even among those who would be pre- disposed to maintain the home if they could afford to. Many elderly homeowners, since they have expectations of living indefinitely on low fixed incomes,' are forced to pursue policies of minimal, if any, maintenance. Now let's turn to the question of "what is a desirable homeownership rate in Santa Ann?" While there is no ob- jective answer to this question, the answer clearly is not 100%. Mobility and life style factovs as well as Rersonal preferences limit the desirable level of homeownership to a figure far below'lO0% in the absence of institutions permitting fast, easy, and inexpensive conversion of heusing assets. It is unrealistic, within'the institutional framework' of the current housing market, to consider an optimum level of homeownership to be higher than the homeownership rates among those who can afford to exercise their pre- ference between ownership and renting., If this is taken as the $15,000 to $25,000 income group in the.1970 Census of Population~ this would mean an optimum homeownership rate of almost 80%, with homeownership rates of about 85% for 0000 households with four or more members, 35% for one persoo. households, and 70% for two person households. If the $10,000 to $15,000 income group.were used as ~ point of reference 'instead, an optimum City level of homeownership would be about two-thirds, with homeownership rates of 75% among four o'r more person households, 30% among one person households, and 60% among two person households. 'ABILITY OF RENTERS TO AFFORD RE. NTA~ HOUSING In this section the ability of renters to afford rental housing will be discussed. As has been shown above, at any given time, most renters are unable to afford homeownership. They, consequently, must seek to find suitable housing which they can afford in the rental market. Many are not able to do so. The extent to which this is true represents an unmet need for adequate housing. Census data is available on the interrelationship be- . tween gross rent and income, including the percentage of income spent for gross rent. This data is analyzed in order to show the extent of "over-paying" for rental housing. Rents of occupied and vacant anits are also compared with" incomes of renters to show the deficit in low rent units. Since conditions appear to have increased since 1970, the statistics presented in-this section will tend to under- estimate the severity of the current situation in Santa Aha. The relationships between gross rent and the percentage of income spent for rent are shown in Table V-16. The percen- tage of households which pay a substantial percentage of their income for gross rent increases as gross'rent increases. This is true regardless of whether 20%, 25%, or' 35% is used as the cut-off point for "paying a substantial percentage of income for rent". These relationships are not strong ones, however, except at the very lowest rental prices. Since higher income households tended to rent more expensive units than lower income households, the above relationships might suggest that low income households paid a lower percentage of their income for rent th~n did higher income households. However, this was.not true at all. There is a very strong negative relationship between percentage of income spent for rent and income. This.relationship is shown in Table V-16. Among renters with incomes of under $2~000, 98.7% in Orange County and 97.9% in'Santa Aha paid 35% or more of their incomes for rent. The reason for a greater percentage of income spent for rent by households in Orange County than in Santa Aha is that the City had a relatively 000094 o.0 ooo ,-, c;oc; 000095 greater stock of low-cost rental housi'ng. In other words, there were more low-cost rental units per low-income renter household in Santa Aha than in Orange County. In the lowest income brackets, almost all households (for which percentage of income spent for rent is computed) pay more than 35% of'~heir incomes for rent. The percentage paying 35% or more for rent rapidly declines as income in- creases. In 1970, 56~ of households in Santa Ana with incomes between $3,000 and $5,000 paid35% or more of their income for rent. This figure fell to 16.3% in the $5,000 to $7,000· ~ncome group, to 2% in 'the $7,00Oto $10,000 group, and to less than.0.1%'among households with $10,000 or more income.. 'The reverse is true at the low end of the scale. In 1970, the proportion of households paying less than 20% of their incomes for rent was negligible for households below $3,000 income. Even in the $2,000 ~ $5,000 income bracket, only 28.2% of households in the $7,000 - $9,999 income group paid less than 20% of income for .rent. ' ' COMPARISON OF RENTER INCOMES AND AVAILABLE RENTAL...UNI.TS: · There is a substantial deficit in the number of rental units in the lower rental brackets. The data for the City for 1970 is shown in Table V-17. This table, is based on converting income data into affordable gross rents. This conversion was made based on a standard of "25% of gross income affordable for gross rent" by one and two person households and "20% of gross income affordable for gross rent" by three or more person households. The "affordable gross rent" figures (the figures in the "Renter Households" sections of the table) are 'estimates since some parts o~ the income distributions had to be estimated in making the conversion of income data to affordable rent 'data. The "Renter Households" section of Table V-17 is based on converting renter household income data into affordable gross rents with allowances made, by income group and house- hold size, for the existence of no cash rent units, The "Rental Units" section of the table contains data both for. occupied units, by room·size, and for vacant units. The vacant unit data is based on conversion of asking rents1 for vacant units to estimated gross rents. In computing the "Comparison" section, in each rent category, the total for all occupied and vacant rental units was subtracted from the. total renter households. The resulting figures are shown in the '!Difference" line. That line in turn is converted into the "Cumulative Deficit" line. It should be noted 'lAsking' rents are similar to contr~t rents rather than gross rents, since they may or may not include payment for utilities.' · O000.qe that the"Cumulative Deficit'i'line has its own gross rent head%ngs - each figure represents a deficit in all units with .rents less than a given rent. The figure~ in Table V-17 represent a theoretical picture of need based on the assumption that all renter house- holds will pay the "standard" percentage of income for rent and none will pay less than that. 9~0 o~ c6ur~, l~ · · highly unrealistic picture of what happens in a free market where households compete for units. As is clearly shown in Table V-16, upper income renter.households customarily pay substantially less than the "standard" pencentages of'twenty or twenty-five percent of income for rent. If units needed to reduce "overpaying" are t~ be made available without displacing households paying less than the "standard" per- centage of income for rent - and having them move to a higher rent unit - then allowance must be made for the renter house- holds which pay less than the percentage~ of income on which Table V-17 is bas. ed. Careful interpretation'of the "Difference" and "Cumui~- :. tire Deficit" lines in Table V-17 with "Comparison" sections is necessary. For example, in Santa Ana the "Difference" lines show surpluses in the units in each rental bracket between $80 - $99 and $150 - $199 and deficits in the Under $40, $40-$59, $60-$79, and $200 or More rent categories. The fact that there were fewer $200 or More units in 1970 than there were renters who.could "afford" such units does not mean there was a shortage of high rent units. All households can be considered to want to spend as low a percentage of their income for rent as.they can while still obtaining the- type of housing they desire. These two goals are incompatible, but higher income households in resolving this problem can and normally do spend less for rent than the percentages of income on which the tables are based. Supply and demand factors are normally in relative balance in the highest priced rental housing and Table V-17 cannot be cited as a basis for saying there is an unmet need for units renting ~or more than $200. In the lower rental Categories which in the "Difference" line show surpluses, such as between $80 and $120 gross rents, the apparent surpluses are also illusory as can be seen in the cnmulat~ve deficit figures below them. Thgs? surpluses would exist only ~f the specified needed lower rent un~ts'existed. In Santa Ana, since there were only about 69 instead of about 2,467 units renting for under $40, and also a large shortage of ~40-59 units, there in fact was also a shortage of middle rent units in the sense that there were many households whose need for lower rental units could be partially met by the availability of more units renting for $60 to $120. For example, to the household that was paying $100 a month.for rent but needed a $50 unit, the availability of a suitable $70 unit would have been a substantiai benefit. In other 000097 words, to say that this household needed a $50 rent is not to say that it did not need a $70 unit. In fact, it "needed" a lower rent - any lower rent down to $50. Above $50, only part'of its need would be met; while at $50, its full need would be met according to the.percentage of income standard used. It is thus true that the "Difference'' line should only-be interpreted in the context of the "Cumulative Deficit" line. Before discussing that line, however, it should be noted that in Table V-17 which compares affordable gross r~nts and available rental units, the total number of house- holds in the "Renter Households" section is larger than the total occupied units. By.defSnition, the two figures are the same. The fact that they are not the.same in the table resul%s from the fact that in the census tabulations gross .rent data is not tabulated for all occupied rental units while income data is tabulated for all renter'households. In preparing Table V-17, the gross rent data for occupied units was not adjusted up to compensate for ~his. The 195 difference between the two figures is about a 1% difference. There is no allowance made in the needed units ("Renter Households") figures or in the difference or cumulative deficit figures for a needed vacancy rate. However, not compensating for the 1% difference between renter households and occupied rental units, has the effect of allowing'for a 1~ vacancy rate. ' O00ng.o. .... ' 00009:). CHAPTER VI. ANALYSIS OF STATE AND FEDERAL LEGISLATION FEDERAL LEGISLATION August 22, 1974 marked the signing of one of the more significant pieces of legislation affectin~ community development adopted in the last decade· The adopted legislation is on eight-title omnibus bill of about 120 pages, encompassing subject matter ranging from a comprehensive community development program and major reforms in federally-assisted housing and comprehensive planning to new standards for mobile home construction and new flexibility in housing credit. The dollar figure for the new authorizations under the act totals 11.9 billion dollars. Basically speaking the primary purpose of the act is the "development of viable urban communities by providing decent housing and a suitable living environment and expanding economic opportunities principally for persons of low and moderate-incomes. This objective is to be achieved through the elimination of slums and blight and detrimental living conditions, conserva- tion and expansion of housing and housing opportunities, increased public services, improvide use of land, increased neighborhood diversity, and preserva'tion of property with special values." In addition, of primary importance of the new act will'be the further development of a national growth policy h3 consolidating certain programs into a system which (1) provides assistance annually with maximum certainty and minimum delay. (2) encourages community development activities consistent with local and areawide planning, (3) furthers a6hievement of the national housing goal. and (4) provides for coordinated and mutually supportive housing and community development activities." The new act as passed contains eight titles as follows: Community Development Assisted Housing Mortgage Credit Assistance Comprehensive Planning Rural Housing Mobile Home Construction and Safety Standards Consumer Home Mortgage Assistance and Miscellaneous (Title I) (Title II) (Title III) (Title IV) (Title V) (Title VI) (Title VII) (Title VIII) 000100 ANALYSIS OF TITLE I OF THE HOUSING AND COMMUNITY DEVELOPMENT ACT OF 1974 This primary objective oI Title I is the development of viable urban communities, to be achieved by providing decent housing and a suitable living environment and by expanding economic opportunities, principally for persons of low and moderate income. Consistant with this primary objective, the federal assistance provided by this progrsm is for the support of activities directed toward the following specific objectives: - The elimination of slums and blight and the prevention of blighting influences and the determination of property and neighborhood and community facilities of importance to the welfare of the community, principally to persons of low and moderate income; the elimination of conditions detrimental to health, safety, and public welfare, through code enforcement, demolition, interim rehabilitation assistance, and related activities; the conservation and expansion of the nation's housing stock in order to provide a decent home and a suitable living environment for all persons, but principally those of low and moderate income; - the expansion and improvement of the quantity and quality of community services, principally for persons of iow and moderate income, which are essential for sound community development and for the development of viable urban communities; - a more rational utilization of land and other natural resources and the betteL- arrangement of residential, commercial, industrial, recre- ational, and other needed activity centers; - the reduction of the isolation of income groups within communities and geographical areas and the promotion of an increase in the diversity and vitality of neighborhoods through the spatial deconcen- tration of housing opportunities for persons of lower income and the revialization of deteriorating or deteriorated neighborhoods to attract persons of higher income; and the restoration and preservation of properties of special value for historic, architectural, or esthetic reasons. It is the intent of Congress that the federal assistance made available through this program ~not be utilized to reduce substantially the amount of local financial support for community development activities below the level of such support prior to availability of such assistance. PROGRAMS TO BE CONSOLIDATED: urban renewal (all Title I activities including NDP, code enforcement, rehabilitation grants, etc.); model cities; neighborhood facilities; open space; water and sewer; public facility loans. 000101 The Section 312 program is retained as a separate program and extended fo~ one year after enactment of the statute. Loan funds received will not be deducted from a localityts community development block grant entitlement. Section 312 funds are, however, used in computing hold-harmless levels. Use of Section 312 is confined to community development or urban home- steading program areas. ELIGIBLE ACTIVITIES: Only the following activities are eligible for assistance: Acquisition of real property that is (1) blighted, deteriorated, deteriorating, undeveloped, or inappropriately developed; (2) appropriate for rehabilitation or conservation; (3) appropriate for the preservation or restoration of historic sites; the beautifica- tion of urban land; the .conservation of urban land; the conservation of open spaces, natural resources, and scenic areas; the provision of recreational opportunities; or the guidance of urban development; (4) to be used for the provision of public works, facilities, and improvements; or (5) to be used for other public purposes. Acquisition, construction, reconstruction, or installation of public works, facilities, and site or other improvements in cases where assistance for such facilities under other federal programs is determined to be unavailable. Parking facilities, solid waste disposal facilities, and fire protection services and facilities located in or designated to serve community development areas. Code enforcement in deteriorated or deteriorating areas. Special projects directed toward the removal of material and architectural barriers that restrict the mobility and accessibility of elderly and handicapped persons. Payments to housing owners for losses of rental income incurred in holding for temporary periods housing units to be utilized for the relocation of individuals and families displaced by program activities. Disposition of acquired property (no reference to "fair value") or retention for public purposes. Provision of public services not otherwise available in community development areas, if such services are determined to be necessary or appropriate to support other assisted activities and if assistance in providing or securing such services under other applicable federal laws or programs has been applied for and denied or not made available within a reasonable period of time, and if such services are directed toward (1) improving the community's public services and facilities and (2) coordinating public and private development 00010 programs (while no specific limitation is carried in the statute, the confereuce report states that the conferences expect that not more than 20 percent of any community's grant will be used to finance such services). Payment of the nonfederal share required in connection with a federal grant-in-aid program undertaken as part of the Community Development Program. Payment of the cost of completing a project funded under Title I of the Housing Act of 1949 (urban renewal). Relocation payments and assistance for lndividuals~ families~ businesses, organizations, and farm.,,operations displaced by assisted activities. Activities. necessary (11 to develop a Comprehen. si~e community development plan.and (2) to develop a policy-planning-management capacity so that the recipient of assistance may more rationally and effectively (a) determine its need..s~ (bI set long-term goals and s.hort-term objectives~..(c) devise progratns and activities t_o meet these goals and o..bjectives; (d) evaluate the progress of such programs in accomplishin~ these ~oals.. an.d objectives~ and (e) carry out manage- ment, co.ord.ina..tion~ and monitoring of activitie.s necessary for effective planning implementation, Payment of reasonable administrative costs and carrying charges r.elated, to the plau. ning and execution. .of community development and h, ousing activities. Clearance, demolition, removal, and, rehabilitation, of buildings and improyemen, ts (including interim assistance and finan, cing reh,abilita- tion of privately-owned properties when incidental to,other assisted activities). The Secretary of ltUD may agree to perform administra- tive services on a reimbursable basis on behalf of a recipient in con- nection with loans or grants for the rehabilitation of properties. TYPE OF GRANT FEDERAL/LOCAL SHARE: Federal share would be equal to 100 percent of COSt. ALLOCATION AND DISTRIBUTION OF FUNDS: All units of general purpose local government would be eligible for direct entitlements or to seek block grant funding directly from HUD on a discretionary basis. The total national appropriation for community development would be divided as follows: 80 percent for activities to be undertaken in metropolitan (SMSA) areas; 20 per- cent for activities to be undertaken in non-SMSA) areas; BASIC GRANT ENTITLEMENT: Each metropolitan city, urban county, and eligible "town" would bc eligible for a basic grant entitlement equal to the greater of its formula or bold- harmless allocation. 000108 METROPOLITAN CITIES, URBAN COUNTI, ES~ AND,TOWNS: A three-factor formula - the city or county's ratio of population, poverty double counted and regionalized), and housing overcrowding - would be used to determine a "basic grant entitlement". Also each city or county would have a "hold- harmless" calculated for it, with the formula phased in and hold-harmless phased out. First year, the community would receive the higher of its hold- harmless or one-third of formula; second year, higher of hold-harmless or two thirds of formula; third year, higher of hold-harmless or formula: fouz~h year, higher of formula or two-thirds of hold-harmless; fifth year, higher or formula or one-third of hold-harmless; and sixth year, formula only. AUTHDRIZATIONS The Housing and Community Development Act will become effective on January 1, 19'/5, with 2.5 billion authorized for the first year, 2.95 billion dollars for fiscal year 1976, and 2.95 billion dollars in fiscal year 1977. In addition, 50 million dollars is available in fiscal years 1975-1976, and not to exceed 100 million dollars in fiscal year 1977 for use by communities with urgent needs that cannot be met by the allocation provisions of the bill. HUD may apply up to 20% of any community's grant (after local consultation) towards repayment of temporary loans from existing projects if additional capital grants are required for completion. HUD may advance to hold-harmless cities up to 10% of their first year entitlement for continuing projects or for preparing for block grant implemen- tat ion. ANALYSIS OF TITLE II OF THE HOUSING AND COMMUNITY DEVELOPMENT ACT 1974 Of primary importance in the new legislation is the development of a new "housing assistance payments program for lower income families". Section 8 of the United States Housing Act of 1937, as contained in the Housing and Community Development Act of 1974; formerly called Section 23 program for "Housing in Private Accomodations". The primary purpose of Section B is to aid lower-income families in obtaining a decent place to live and of promoting economically mixed housing. Assistance payments may be made with respect to existing, newly-constructed and substantially-rehabilitated housing. The Secretary of HUD is authorized to contract with public housing agencies and these agen?ies may contract with owners of existing dwelling units. In areas where no public housing agency has been organized or where the Secretary of HUD determines that a public housing agency is unable to implement the progt.am, the Secretary may enter into contracts directly O001C", 'with owners and per' 'm other functions otherwise housing agency by tk~ statute. 'igned to a public The contract for assistance payments shall be for a term of not less than one month or more than 180 months (15 years). The, selection of tenants shall be the function of the owner~ subject to the D,ro. visions of the annual contributions contract between the Secretary and the public housing agency. The public housing agency shall have the sole right to give notice to vacate, with the owner having the right to make representation to the agency for termination of tenancy. Maintenance and replacement (including redecoration) shall be in accordance with the standard practice for the buildh~g concerned, as established by the owner and agreed to by the public housing agency. The public housing agency and the owner shall carry out such other appropriate terms and conditions as may be mutually agreed to by them. The Secretary of HUD is authorized to make assistance payments contracts directly with owners of prospective owners who agree to construct or substantially rehabilitate housing in which some or all of the units shall be available for occupancy by "lower income families'~ q,r the Secretary re. ay,, also enter into annual contribution contracts wit.h public housing agencies pqrsuant .t° which such agen. cies may,. enter into contracts to make assistance... . . ~ pay,ments to such .owners or prospective owners. The contract for assistance payments shall not be for a term of less than one month or more than 240 months (20 years), except in the case of a project owned by, or financed by a loan or loan guarantee of a state or local agency, the term may not exceed 480 months (40 years). The prevailing wage requirements of the Davis-Bacon Act apply to all housing constructed or rehabilitated with nine or more units. All ownership, management, and maintenance responsibilities including the selection of tenants and the termination of tenancy, shall be assumed by the owner, except that the owner may contract for the performance of such responsibilities, with any entity, including a public housing agency, approved by the Secretary. Eligible sponsors (owners) shall include private builder-developers, cooperatives, and public agencies. The construction or substantial rehabilitation of dwelling units assisted shall be eligible for financing with mortgages insured under the National Housing Act. In addition ,to the sponsora..alread,y eligib, le. for , mortgage insurance, public housing agencies, for the purposes of this new program, are made eligible for mortgage insurance ~under Sec;!0n' 2,,2~i!d)(3) of thc National~ Housing Act, with the interest taxable under federal income tax. 00010 Assistance shall not be withheld under the new program or made subject to preferences if the mortgage insurance does not involve "co-insurance" (the new 1974 provision, Section 244 of the National Housing Act) or by reason of the tax-exempt status of the bonds or other obligations to be used to finance such construction or sub- stantial rehabilitation. In addition, nothing in the act shall prohibit an owner frown offering, as security for any loan or obligation, a federal contract for assistance payments, if the terms of the financing or any refinancing have been approved by the Secretary. Bond obliga%io.ns,.issued by local housing authorities shall not carr~the full faith and credit guarantee of the federal government. Obligations of qualified state housing finance and development agencies shall ca, try such federal guarantee only if they are incurred in connection with slum revitalization. ~Preliminary loan contracts are not provided, but public housing agencies are made eligible for 80 percent interest free loans for pre-construction activity (Section In relationship to contracts entered into by the Secretary with a public housing agency, such agency may purchase any structure for the purpose of reselling the structure to the tenant or tenants occupying units aggregating in value at lease 80 percent of the structure's total value. Any such resale shall include such terms and conditions as the public housing agency may determine, without affecting the Secretary's commitment to pay annual contributions not exceeding debt service on the outstanding bonds. GENERAL REQUIREMENTS (apply to both existing housing and new construction or s{~bs~antial rehabilitation). FAMILY ELIGIBILITY AND OCCUPANCY Initial occupancy is restricted to those families defined as "lower income" - those whose incomes do not exceed 80 percent of the median income of the area, as determined by the Secretary, with adjustments for smaller and larger families, except that the Secretary may establish income ceilings higher or lower than 80 percent because of ~is findings th~ such variations are necessary because of prevailing levels of construction costs, unusually high or Iow family incomes, or other factors, "Income" means income from all sources of each member of the family, as defined by the Secretary. Reviews of family income shall be made at least annually, except in the case of the elderly, which may be at two-year intervals. 000106 At least 30 percent of the families assisted with annual allocations of contract authority, on a national basis, at the time of initial rent- ing, shall be "very-low income families" - families whose incomes do not exceed 50 percent of the median income for the area, with adjustments for larger or smaller families. Assistance under the new program may also bc combined with assistance under the Sec- tion 202 direct loan program for the elederly0 in order to reach lower-income families. RENTA,L,. REQUIRE MEN TS Family rental payments shall be no less than 15 percent or more than 25 percent of the family's income, taking into consideration the number of minor children in the household and the extent of medical and unusual expenses. The 15 percent applies to large families and those with exceptional expenses. The housing assistance contract with the owner shall establish the "maximum monthly rent" (including utilities and all maintenance and management charges) that the owner is entitled to receive. This maximum monthly rent shall not exceed by more than 10 per- cent the "fair market rent" established by the Secretary for the local market area, except that it may exceed this fair market rent by up to 20 percent where the Secretary determines special circumstances warrant it, or that such higher rent is necessary to implement the "local housing assistance plan" required under the Housh~g ~::d Community Development Act of 1974. "Fair market rents" are established at least annually for existing or newly- constructed rental dwellings of various sizes and types in the market area suitable for occupancy by persons assisted; these rentals shall be published in the Federal Register with a reasonable time for public comment and shall become effective on publication in the Register in final form. In establishing fair market rents the HUD Secretary is expected to take into accouot factual data and analysis and recommendations from community sources familiar with prevailing rents and costs in various market areas; and the need to provide housing with suitable amenities and sound architectural design, Maximum monthly rents to be charged by the owner may be adjusted annually or more frequently to reflect changes in fair market rents or on the basis of a reasonable formula, set by the Secretary. Additional adjustments shall be made by the Secretary to the extent he determines increases 000107 in the actual and necessary expenses (real property taxes, utility rates, or similar costs) of owning and maintaining housing units are not adequately compensated for in the method just described. Rental adjustments shall not result in material differences between rents charged for assisted and comparable unassisted units. FAMILY HOUSING ASSISTANCE PAYMENTS The amount of the family's monthly housing assistance payment shall be the difference between the rents required to be paid by thc family and the maximum monthly rent that the contract provides the owner is to receive for the unit. Such family assistance payments shall be made for occupied units, except that they may be made with respect to unoccupied units for a period not exceeding 60 days in the event that a family vacates a 'dwelling unit before the expiration of the lease or where a good faith effort is being made to fill an unoccupied unit. Family assistance payments may be made with respect to up to 100 percent of the dwelling units in any structure. For projects contain- ing more than 50 units or designed for use primarily by non~elderly and non-handicapped persons, the Secretary may give preference to applications for assistance involving not more than 20 percent of the dwelling units. In accordance with such preference, the Secretary shall compare applications received during distinct time periods not exceeding 60 days in duration. The Secretary shall take such steps as may be necessary to assure that family assistance payments are increased on a timely basis to cover increases in maximum monthly rents or decreases in family income. Such steps may include amending assistance payments contracts to reflect increases, reservation of annual contribution authority, and allocation of a portion of new authorizations to amend contracts. Title II of the Housing and Community Development simplifies and consolidates certain programs set fourth in the United States Itousing Act of 1937. Section 235 homeownership and Section 236 multi-family rental housing as well as certain other selected programs have been consolidated and modified. Sections 235 and 236 are only briefly summarized herein as the primary ~mphasis is being placed on Section 8 by Housing and Urban Develop- ment and Sections 235 and 236 have extended authority to only June 30, 1976. Summarized below are all the new provisions and programs as presented in the new act. Public Housing, Title II Section .201 changes and revisions are as follows: 000108 Eliminates the requirement for a 20 percent gap between admission limits in public housing and the income necessary to afford private housing in substantial supply in tl~e community. Eliminates the statutory provision requiring continued occupancy limits. Specifically cites "security personnel" as an eligible operating cost. Requires that public housing agencies establish tenant selection criteria designed to assure that, in a reasonable time period, the project will include families with a broad range of incomes and will avoid concentrations of Iow-income and deprived families with serious social problems (Section 6(c)(4)). At least 20 percent of dwelling units in any new development shall be for very low-income families, i. e., with incomes below 50 percent of median income in the area. Requires the establishment of a minimum rent not less, than the higher of (a) 5 percent of gross family income or (b), ff a family is receiving welfare assistance from a public agency and a part of the payment is specifically designated by such agency to meet the family's housing costs, the portion of such payment which is so designated - adjusted to actual payment, if welfare assistance pay- ment as a whole has been adjusted, (This amendment eliminates the Brooke III Welfar~ amendment of 1971). The average rent-income · ratio char~ed tenants in a local housing program in any year must be at least 20 percent of gross income. Adjusts the definition of income to eliminate double deductions, clarifies deductions for dependents, eleminates deductions for heads of households or their spouses, and adds a deduction for foster child care payments. Adjusts the definition of elderly or handicapped family to include two or more elderly, disabled, or handicapped individuals living together or one or more such individuals living with another person who is determined to be a person essential to their care or well-being. Provides for a separation of annual contributions contracts for "debt service" and for "operations" - that is, operating subsidies. IncreaSes annual contributions contract authority by 1. 225 billion dollars and earmarks 150 billion dollars and earmarks 150 million dollars per year for new development of · housing to be owned by public housing agencies, not more titan 50 percent of which development shall be 00010 under the new HAP (housing Assistance Payments) program authorized by Section 8 of the act. Also earmarks at least 15 million dollars in fiscal year 1975, and not less than an additional 15 million dollars in fiscal year 1976, for Indian housing° using traditional public housing development approaches. Also authorizes the Secretary of HUD to enter into contracts for operating subsidy aggregating not more than 500 million dollars in fiscal year 1975 and 560 million dollars in fiscal year 1976. (The HUD appropriations act for fiscal year 1975 sets a minimum of 450 million dollars for operating subsidy. ) Pr0vi, d~s for annual contributions for operating subsid,ie Secretary determines are r.equired (11 to assure the low-income character of the projects inv01ved and (2) to achieve and maintain adequate operating services and. r~serve funds. The Secretary shall establish standards for costs of operation and reasonable projection of income, taking into account the character and location of the project and characteristics of the families served, or the costs of providing comparable services as determined in accordance with criteria or a formula representing the operations of prototype well-managed projects. Provides an optional method of financing public housing developments utilizing taxable instead of t, ax-exempt bonds. ~ ._Requit-es +.hat ~uhlic housing agencies assure sound management pract~cc:-~ through: (I) the establishment of satisfactory procedures designed to assure the prompt payment and collection of rents and the prompt processing of evictions in the case of nonpayment of rent; (2) the establishment of effective tenant management relation- ships designed to assure that satisfactory standards of tenant security and project maintenance are formulated and that the public housing agency (together with tenant councils where they exist) enforces those standards fully and effectively; (3) the development by local housing authorities of viable homeownership opportunity pro- grams for low-income families capable of assuming the responsi- bilities of homeownership. - Authorizes the Secretary qf HU, D,,to uti!,ize an. pual contributions to modify obsolete housing developments or to close out such develop- m,ents when they,cannot be restored to a useful life. if mutually agreed uponbetween,th, epu, blic housin~ agency and the Secretar~y. Authorizes as Section 8 of the 1937 act a new program of 'Lo'er IncOme itousing'' A~sistance' utilizing housing assistance payments. This new program 00011U replaces t~e Section 2:{ leasing program. I,luD is prohibited from applying the revised policies and procedures to Section 23 1,eases with owners eutered into prior to the issuance of the new regulations. Requires the Secretary~ of HUD to consult with the Secretary of the Department of Health, Education, and Welfare and insure that projects for the elderly and handicapped provide quality of services and management considered appropriate to thc needs of the occupants, Authorizes the use of annual contributions in connection with war housing projects owned by public housing agencies and permits funds received from sale of such projects to be used by local agencies to repair projects held by them. Permits the use of local housing authority bonds with flexible maturities and balloon payments to finance public housing projects. SECTION 235 HOMEOWNERSHIP PROGRAM' Title Il, Section 211 Extends the authority to insure projects until June 30, 1976. Authorizes the use of. existing contract authority, estimated at 220 million dollars, for new contracts entered into within one year a£Le; ~he passage of the 1974 act; new contracts after this date will require appropriations by appropriations acts. Increases the maximum statutory mortgage limits by approximately 20 percent over current levels. Establishes income limits for initial occupancy at 80 percent of median income for the area, with adjustments for smaller or larger families, with authority to the Secretary of HUD to adjust these limits because of prevailing levels of construction costs, unusually low or high median incomes, or other factors. Authorizes homeownership counseling financed out of appropriated funds and requires mandatcd counseling for purchasers deemed to be special ,credit risks. Makes permanent the authority of the Secretary to use up to 30 percent of contract authority for existing units and raises from 10 to 20 percent the percentage of contract authority that can be used for substantial rehabilitation. 000111 - Authorizes insurance of advances of mortgage proceeds for self- help housing programs. Provides for a minimum downpayment of 3 percent of acquisition cost. SECTION 236 MULTIFAMILY RENTAL PROGRAM Title II, Section 212 - Extends the authority to insure projects until June 30, 1976. Authorizes the use of existing contract authority estimated at 145 million dollars and adds an additional 75 million dollars to bring total available contract authority to 220 million dollars. New authority can be used when a community has identified its special housing needs and demonstrated that these needs cannot be met under the new Housing Assistance Payments (HAP) program of the 1974 act. (The HUD appropriations act for fiscal year 1975 mandates the release of Section 236 authority concurrently with the authorizations for the new HAP). Increases the maximum statutory mortgage limits by approximately 20 percent over current levels. Consolidates ,the 'ren, t supplement" program. within the Section 236 program by requiring additiona!assi. stance f, or .2,0 percent of families in all, new developments who cannot afford to pay the basic rentals within 25 percent of their incomes. - Establishes a minimum rental equal to utility costs. Establishes the income limits at initial occupancy at 80 percent of median income for the area, with adjustments for smaller or larger families, with authority to the Secretary of HUD to adjust these limits because of prevailing levels of construction costs, unusually low or high median incomes, or other factors. Provides for additional federal assistance payments to a project owner based on increases in taxes and utility costs, not in excess of amounts necessary to maintain basic rentals for any units not in excess of 30 percent of family income. & Autho. rizes the use of not less than 10 percent of total cont,r, act amounts for ne,w, development or rehabilitated housing. 000112 Authorizes the use of not less than 20 percent of total contract amounts for new development planned for use in whole or in part for elderly or handicapped families. Authorizes the Secretary to enter into contracts with state or local agencies to provide for monitoring and supervision of privately-sponsored 23~ developments. SECTION 202 DIR,ECT LOAN PROGRAM FOR THE ELDERLY AND .HANDI'CApPED Title II, Section 210 Established a revolving loan fund under the Secretary of the Treasury in the amount of 800 million dollars, separate from the budget of the United States, plus approximately 100 million dollars in unused loan funds. Establishes the rate of interest ,.to eligible housing sponsors at the current average market yield on outstanding marketable obligations of the federal government (currently about 8.5 percent). Expands the definition Of ,elderly and handicapped families. Authorizes the Secr~t~ry to seek to assure that housing built under the 202 program shall be in support of, and supported by, applicable state and local plans for such housing, responding to federal pro- gram requirements for facilities and services, Requires that 202 projects serve both low- and moderate-income families in a mix determined to be appropriate by the Secretary. For the purpose of serving low-income families, housing assistance, payments under the new Section 8 program of the housing act of 1937 may be used for families in 202 projects. Analysis of the Title Viii - Section 802 of the Housing and Community Development Act of 1974 addresses itself to the recently awakened interests of those state government who have or are contemplating creating housing financing agencies (HFA~s). Section 80.2 encourages the formation and effective operation of state housing finance agencies and state development agencies with authority to finance, to assist in carrying out, or to carry out activities designed to (1) provide housing and related facilities through land acquisition, constmJction, or rehabilitation, for persons and families of low, moderate, and middle income; (2) pro- mote the sound growth and development of neighborhoods 00011 through the revitalization of slums and blighted areas; (3) increase and imp~'ove employment opportunities for the unemployed and underemployed through the development and redevelopment of industrial, manufacturing, and commercial facilities; or (4) implement the development aspects of state land-use and preservation policies, including the advance acquisition of land where it is consistent with such policies. The Secretary of HUD is charged to encourage maximum participation of private and nonprofit developers in connection with these activities. A state housing finance or state development agency is defined as any public body or agency, publicly-sponsored corporation, or instrumentality of one or more states designated by the governor (or governors) for the purposes of carrying out the activities set forth. The HUD Secretary is authorized to guarantee, and enter into commit- ments to guarantee, the bonds, debentures, notes, and other taxable obliga- tions issued by state agencies, as defined, but only to finance activities determined by him to be in furtherance of the development of low-, moderate-, or middle-income housing or the revitalization of slums or blighted areas. Housing development must be in co0nection w~/th revitalization of sluras or blighted areas under federally-assisted community development or sJ.milar endeavor. The full faith and credit of the federal government is pledged in payment of these guarantees. The aggregate principal amount of state obligations that may be guaranteed shall not exceed 500 million dollars. The HUD Secretary is authorized to make, and to contract to make grants to or on behalf of a state agency, as defined, to cover not to exceed 33-1/3 percent of interest payable on taxable obligations issued in connection with prescribed activities. There is authorized to be appropriated up to 50 million dollars prior to July 1, 1975 and an additional 60 million dollars on July 1, 1975 to make interest payments up to 33-1/3 percent. The HUD Secretary is authorized to provide, either directly, or by con- tract, or through other arrangements, technical assistance to state agencies, as defined, to assist them in planning and carrying out the prescribed develop- ment activities, The minimum wage requirements of the Davis-Bacon act apply to any development carried out with assistance under this section, except that, in the case of residential development0 the project must involve eight or more families. 000114 STATE LEGISLATION The State of California is probably better recognized for the lack of rather' than the existence of aggressive housing legislation. The state offers no supplemental or alternative source of financing for housing programs to the already noted federal funding vehicles. Two areas which have already been discussed are the permissive provisions of the California Health and Safety Code allowing cities and counties to utilize the California Redevelop- ment Act and the Housing Authorities Law. The requirements of Title 7 of the Government Code, Planning and Zoning Law which mandates consideration of local housing problems and potential solutions as previously noted accomplishes little in the way of being of assistance to local jurisdictions. Recent actions of the California Legislature at the end of the last session did not better the situation even though a number of important housing bills were introduced. Some of the bills were held over until 1975 and the change in administration may have some influence on legislative action and produce both new and reintroduced legislation concerning housing. The following summary indicates the status and content of the most recent legislation considered by the California Assembly and Senate. - Assembly Bill 2090 (Kapiloff) was unsuccessful in establishing authority for cities to adopt ordinances requiring the inclusion of low and moderate income housing constructed as part of resi- dential projects of ten units or more to implement an adopted housing element of the general plan. - Assembly Bill 2144 (Bagley) was unsuccessful Cited as the California Housing. Act of 1974, it would have abolished the Depart- ment of Housing and Community Development and established a Housing Board empowered with subsidized lending terms for low and moderate income households. The loan bond proposed could have financed sale or rehabilitation of housing and particular attention was to be granted elderly low income persons. - Assembly Bill 2966 (Chacon et. al. ) also was defeated which would have created a California Housing Finance Corporation which would receive and allocate federal assistance funds and had its own financing structure and could issue its own bonds. - Assemb'ly Bill 2967 (Chacon et. al.), Senate Bill 1634 (Zenovich) was the funding vehicle of general obligation bonds for $500 million for the Housing Finance Corporation proposed under A.B. 2966 and was also unsuccessful A. t3. 2968 and S. B. O0011b 1635 suffered the same fate authorizing the Corporation to issue $200 million in revenue bonds. - Assembly Bill 352 (McCarthy et. al. ) was held over for consider- ation in 1975 and proposes the establishment of a Itousing Rehabilita- tion Fund with an appropriation of $20 million for loans and grants (3-1/2 percent interest rate on loans) to rehabilitate low and moderate income housing. The bill established eligibility requirements, loan limitations, rent restrictions, and non-discrimination provisions. - Assembly Bill 4286 (Kapiloff) was held over for the next session. It provided that for low rent housing projects for the elderly financed in whole or part by state or federal assistance funds, only one building permit would be required and the fee limited to no more than $25.00 per unit. - Assembly Bill 475 (Brown et. alL.) requiring notification of the State Franchise Tax Board by local agency when substandard housing is in a condition of non-compliance to local and state law after notifying the taxpayer and providing for an appeal was also held in abeyance. Basically all pieces of legislation including S.B. 2093 ttome Manage- ment Training, A.B. 4416 Mutual Self-Help Housing Law, and S.B. 2396 Disposition of Surplus State Property for Housing suffered similar fates due to lack of actio,, or postponement. Already the legislation concerning a housing finance corporation has been revived and new legislation concerning property tax reductions for low income elderly introduced as the legislative session has resumed. As pointed out in other sections, the City of Santa Ana should monitor the various pieces of legislation and work through the California League of Cities as well as independently in supporting or recommending concerning pending legislative acts. 000116 CHAPTER VII. AREAS OF HOUSING PROBLEMS In determining the geographical confines of the areas of housing concern to the City of Santa Ana, three definitions or classifications of housing were used. The three classifications were: [1) Sound, (2) Poten- tial Problem Areas, and (5) Target Areas. Neighborhoods classified as Sound were defined as being predc~ainantly free of negative housing char- acteristics and unencumbered with undesirable social-economic conditions. Potential Problem Areas of housing were locations which showed either: (a) moderate severity of both housing and social-economic problems, or (b) severely depressed social-economic conditions with only minor or first stage negative housing characteristics. The third classification of Target Area constituted those locations having major problems with poor housing conditions and moderate to severe social-economic conditions. Since areas of sound housing constitute the majority of the City's resi- dential areas, for purposes of more precise definition of the areas of housing concern they are neither discussed nor graphically depicted. Specific items of data to establish those areas requiring in-depth attention through a parcel-by-parcel analysis of housing stock condition include: 1. The 1970 Census of Housing (D~tailed Housing Characteristics) and the 1970 Census of Population (General Social and Economic Character- istics), both issued in April of 1972 by the United States Department o£ Commerce, Bureau of the Census. 2. The 1970 Census: Characteristics of Housing Units and Popu- lation, bM Blocks, also issued by the Bureau of the Census. 3. The Rehabilitation Areas i~iicated by the City of Santa Arm's 'q~orkable Program for Conmmity Improvement" of 1971. 4. General Plan Program Technical Workbooks prepared by Ruth and Krushldaov for the City of Santa Ana in 1965. S. '~est Santa AnaHousing Deficiency Analysis," prepared by Land Use Classification Systems in 1972. 6. "Greater Logan Area Study," Haworth, Anderson an~ Lafer, 1975. 000117 7. '~ltiple-Unit Survey," Urban Futures, Inc., November, 1974 (Chapter VIII of this study.) 8. The detailed compilation and co~ater analysis of current data on Housing Stock Characteristics and Socio-Econemic Conditions developed by Urban Futures, Inc. and contained within Chapters VI and VII of this study respectively. Housing Stock Condition Survey A survey of housing stock conditions in Santa Ana was conducted by Urban Futures, Inc. An in-depth description of survey methodology is contained in Chapter IX of the Housing Technical Background Report. 000118 Analysis of SurveyResults Gener,al ~indings: The "factor analysis" of housing characteristics and socio-econ~mlc conditions (Chapters VI and VII of Technical Background Report) establishing the zelative degree of problems by census tract and the results of the parcel-by-parcel survey showed a high degree of correlation. Three major subregions of the City distinctly predominate the concentration 'of major housing and socio-economic problems. 1. The area west of the Santa Aaa River between Seventeenth Street on the north and First (Bolsa) Street on the south to the western City limits has four separate target areas consisting of the Progresso, Silver Acres and Santa Anita (two locations) neighborhoods. 2. The Central Corridor Area of the City running east-west from approximately Grand Avenue to Fairview Street and a combination of Civic Center Drive, Seventeenth Street, and the Santa Aha Freeway on the north and Chestnut Avenue on the south contains six distinct target area locations. 3. The singular Delhi Area in the southeast portion of the City bounded by Warner Avenue on the north, the Southern Pacific Railroad on the east, the l)yer-Halladay industrial area on the south, and Main Street on the west constitutes a target area. Upon looking at the target areas in comparison to previous studies by the City of Santa Ana concerning locations of housing problems and the Potential Problem Areas identified by this study, certain directional or associative conclusions may be drawn. There appears to be a growing and accelerating trend in deteriorating housing and socio-economic conditions covering expansive areas from Seventeenth Street on the north to Warner Avenue/Delhi Area on the south stretching between the east and west City limits. The areas of potential housing probl~ns identified appear to originate from Target Area boundaries, except in the areas at Greenville south of ~dinger and at Main Street and the Santiago Creek. Potential Problem Areas in the Central Corridor and Santa Ana River West areas cluster around First Street on both the north and south between Seventeenth Street and F~linger Avenue. From the Delhi Area, the location of potential housing problems run from Warner Avenue north between Main Street and Standard Avenue until reaching the Central Corridor Area, or vice versa, creating a connection between two target areas almost a mile and one-half apart. A total of 4,018 of the units surveyed were allocated to some eleven Target Areas. Of the total units, 2,595 (64.6%) were built before 1945 and 645 (16.1%) had a life expectancy of ten years of less. 000119 With regard to quality of maintenance; 913 (22.7%) were rated good, 2400 (59.7%) as fair, and 705 (17.6%) were classified as poor. Units rated as good under premise rating constituted 1014 (25.2%) of the total; fair, 2281 (56.8%); and 723 (18~) poor. Using the assigned scores for each of the various categories, multiplying by the number of units in that category, and then dividing by the total of 4018 units we can obtain the average or mean score for the major factors of Age, Life Expectancy, Quality of Maintenance, and Premise Rating. The average score in each major factor was age at 1235, life expectancy at 1.84, maintenance quality at 1.95, and premise rating at 1.93. In order to state something overall about the problems of housing aea whole for the entire number of units surveyed regardless of geographical location or distribution, we may use the math- ematical method discussed under SURVEY CRITERIA to make some generalizations. Longevity (combination of Age and Life Expectancy) would be a score of 3.19 indicating a low mid-range longevity expect- ation. The Overall Parcel Rating score (combination of Main- tenance and Premise Rating) would be 3.88 or fair category. Hypothetically this would result in an overall Housing Stock Condition Rating of fair. Even though remembering that these areas were initially surveyed because of indicated severity of housing and socio-economic problems, the overall results would indicate that the majority of the units can be suitable for ade- quate human habitation." This is not meant to downplay or dis- tort the fact that numerous units could not meet the minimum visual standards of housing quality with approximately one out of six falling into the categories of ten years or less life expec- tancy and poor in quality of maintenance and premise rating. Fur- ther the surveys were based on relative housing quality and the rating of minimum standards for habitation. Except for one target area (Delhi Area in the Southeast), all showed a decrease in the number of units and population. The comparison of target area owner occupied unit values and contract rents with the census tract(s) averages in which each target area was located showed results which were initially anticipated. Each target area had both lower values and lower rents than their respective census tract(s). In each target area the percentage of units with 1.01 persons or more per room exceeded the per- centage for the census tracts in which they were located, a mea- sure of the extent of overcrowding. In general, the population per household was relatively stable for target areas with only minor decreases. The bulk of target area units were single family homes with most multiple unit structures confined to du- plexes and some trip~exes. Larger families or more persons per ho~-ehold were the rule for most target areas with some exceptions in the central corridor area where homes had been converted to multiple units or boarding houses. 000120 The survey also indicated to the field operatives that, in n~nerous cases, the lower rated units had a distinct correlation with the closeness of a residence to major arterial highways and incompatible uses. Often a cursory examination from nearby roadways or adjacent areas would give one a m~ch more detrimental impression than a full survey of each block and parcel within the entire neighborhood. Interior blocks often showed · more substantial improvement activity than periphery blocks or block faces adjacent to incc~npatible uses. The relationship to such an observed phenomena and the percentage of absentee ownership, possibly due to speculative forces in such areas, was not ascertainable as the Orange County Assessor's Office would not readily make such information available during the short duration of this study. 0001 ,! ~OTENT!AL PROBLEM AREAS The areas ~ndicated as Potential Problem Areas are based on both the factor analysis conducted as described in Chapters VI and VII concerning Housing Stock Characteristics and Socio- Economic Conditions and an abbreviated windshield survey of the most deleterious census tracts or areas indicated by the 1970 Block Statistics to be potential housing problem areas. In the majority of cases these areas were characterized by major prob- lems of a socio-economic nature including low income, unemploy- ment, extensive use of federal assistance programs, household overcrowding, low education level, high probation rates, or similar factors. The quality of housing characteristics had not on an overall basis deteriorated to the level allowing for clear visual assessment. However, the Urban Futures calculation of residential improvement rates, dwelling unit vacancies, building permit valuations, code enforcement violations, and similar data did allow for some picture of the stability of various residential neighborhoods. The random windshield survey of such areas indi- cated substantial first indicators of housing deterioration in- cluding problems of abandoned homes, extensive for sale and for rent units, inoperative vehicles, poorly maintained yards and parkways, spot examples of extensive deterioration, graffiti and vandalism, weathered paint, spot accumulation of trash and debris, and similar early signs of a declining neighborhood. The areas indicated are rather expansive in nature due to the fact that major development of residential units in Santa Aha happened during an accelerated spurt during a brief span of time. The majority of units in the Single family category are similar in size, number of rooms, lot area, amenities, appear- ance, and valuation. There was not a significant diversification of residential type to stem or block the spread of blight and deterioration. Many of these areas would also be suitable for application of the housing programs discussed in Chapter X. The Potential Problem Areas have not reached the critical level of housing problems found in the Target Areas. Due to the extensive and deteriorating nature of these housing areas, they could prove to be the more serious and sub- stantial housing problem faced by the City of Santa Aha over the long range time period. Approximately just over 9700 dweiling units are contained within the areas designated as potential problem ar~as, over two and one-third times as many units as in the target areas. If unchecked these areas could relatively quickly turn into future target areas. In addition to the target area strategies, close attention to conservation and code enforcemen must be applied to these areas. Of course, the stemming of the physical housing blight of these areas is closely tied to the solv- ing of the socio-economic conditions detrimental to the human plight found associated with poor O00 P2 housing conditions. Tar~etArea.S}rnopsis; The Target Areas depicted in Figure VII-1 and statistically described in Chart VII-1 are individually summarized in the following narrative. ~ach Target Area includes particular character- istics which differentiate them one from the other and will necessitate, under the consideration of action programs, an analysis of the appro- priateness of specific programs for each area's peculiar circumstances. AREA ~.ST OF THE SANTA ANA RIVER TO THE CITY LIMITS A. The first Target Area is contained within Census Tract 891.03 and bounded by Harbor Boulevard, Hazard Avenue, Jackson Street, Seventh Street, Harper Street, Fifth Street, the residential area east of Harper to First Street, and First Street moving in a clockwise direction from the intersection of Harbor and First. A total of 540 units were surveyed and approximately 13 percent were classified as poor in both quality of main- tenance and premise rating. The Target Area constitutes the majority of the neighborhood commonly known as Santa Anita. The majority of the units have been built since 1945 and only 7 percent have a life expectancy of less than ten years. Overall the area has potential for long range stability, however is currently only fair in overall parcel rating. The housing stock condition would be rated generally good. The Multiple-Unit Survey conducted byUrban Futures and the Planning Deparment generated responses concerning only seven units in this particu- lar censusltract, insufficient to reach any conclusions. The 1970 Block Statistics indicate a total of 551 units, of which 205 (57%) were owner- occupied and 322 (58%) rentals. Only five mits were indicated as lacking some or all plmbing facilities. The average owner value of mits was $15,660.00 for the Target Area blocks c~aredwith $20,S00.00 for the census tract and the average Target Area contract rent of $94.50 compared with $116.00 for the census tract. Single person households numbered 51 and female head of households were 80 total. The Target Area population of 2,594 in 1970would be currently estimated at approximately 2,520. Forty- one percent of the units were sho~n to have 1.01 or more persons per room. 1The 1970 Bureau of the Census Block Statistic infomation for the number of owner and renterunits usually fails to be cmnulative to the total number of units as the status of some units was un- ascertainable. Percentage figures are based on total mits and therefore do not always total one hundred percent. 000 B. The second Target Area, also part of the area commonly known as Santa Anita, includes residential units in Census Tract 890.02 north of First Street between Harbor Boulevard on the east and Newhope on the west on Mountain View Street, Fifth Street, Huylars Ln., and the Forry and Missouri Lane area. The area has been substantially reduced from the boundaries indicated by the Workable Program for Community Improvement in light of the mobile- home park developed abutting First Street in 1974. A total of 116 units were surveyed, 43 (37%) were constructed prior to 1945 and 12 (10%) anticipated to have a life expectancy of less than ten years. Twenty units were rated poor in quality of mainten- ance and 13 poor in premise rating. The target area is similar to the first with indications of longer range stability and only fair overall parcel rating. The housing stock condition would be rated as generally good. The Multiple Unit Survey responses covered 32 two bedroom rental units having a monthly rent of $160.00, which were all in the target area. The 1970 Block Statistics showed an average rent of $113.00 for the target area with the average for the census trac% being $134.00 per month. In 1970 the average home value was $19,870.00 in the target area and $22,400.00 for the census tract. There were 160 units according to the Census (again show- ing a decrease since 1970 in total units) with 41 owner occupied and 117 rentals. A total of five units were indicated as lacking all or some plumbing facilities, seven as being single person households, and 31 with female householdheads. The 1970 target area population of 622 would be estimated at 560 in 1974. Fifty- six (35%) of the units were indicated as having 1.01 or more persons per room. C. The area commonly known as Progresso consisting of two blocks on the southeast corner of Euclid Avenue and Seventeenth Street (Westminster Boulevard) in Census Tract 890.01 is the third Target Area in the area west of the Santa Aha River. It is a small, isolated area on the edge of the City of Santa Aha abut- ting Garden Grove. There is only a total of 98 units however 60 percent are over 30 years old and 41 percent have a life ex- pectancy of less than ten years. Almost half of the units were classified poor regarding the quality of maintenance and over four out of ten were rated poor concerning the premise. Overall the target area had a mid range longevity rating and a fair parcel rating. This would place it in the worst condition of the four target areas in the area west of the river, however numerically it is one of the Smallest and most compact of the survey locations- As wifh the next target area there were no responses from this location to the Multiple Unit Survey questionnaire. The 1970 Block Statistic: showed an almost even split between owner occupied and rental units. This was the highest percentage for owner occupa~cy of the four target areas east of the Santa Aha River. The total units in 1970 was just three less than the current survey indicating relatively little physical change. Only one unit was listed as lack- ing plumbing facilities, six single person house- OONl .a holds, and thirteen female headed households. The target area home value was $17,770.00 compared to the census tract value of $22,200.00 and the contract rent for target area rental units was only $78.00 compared to the census tract average of $123.00. The current population is estimated to be 382, eleven less than 1970, and this lower figure is based on an overall slight decrease in the persons per household. The percentage of units with 1.01 persons or more per room was thirty-five. D. The area generally referred to as Silver Acres basic- ally located on both the east and west sides of Euclid Avenue between Bolsa (First Street) Avenue and Hazard Avenue constitutes the fourth Target Area and covers portions of Census Tracts 890.01 and 889.03 about 11 blocks in area. This area is also reduced from the rehabilitation area indicated by the Workable Progra~ because of two~ recent mobilehome park developments. The survey of 395 units indicated 95 (24%) built before 1945, 55 (14%) with a life expectancy of less than ten years, 91 (23%) with a poor quality of maintenance, and 100 (25%) poor in premise rating. The area on the east side of Euclid Avenue was more severely im- pac;~d with older units, shorter life expectancy, and poor main- tenance and premise ratings. The area showed a degree of longer term stability and fair parcel rating sufficient to classify the housing stock condition as generally good. No responses to the Multiple Unit Survey questionnaire were received from this area. The 1970 Block Statistics indicated 445 units (50 more than the survey). Owner occupied units in 1970 were 182 (41%) and 251 (56%) rentals. The average value of a target area unit was $20,500.00 with the average of the census tracts being $22,500.00 and the average contract rent as $111.00 compares to the census tracts' average of $128.00. Seven units were conducted as lacking some or all plumbing facilities, 54 listed as single person households, and 38 households having a female head. The 1970 population of 1734 would be estimated as of 1974 to be 1658 persons. Approximately twenty-eight percent of the units had 1.01 or more persons per room. II. CENTRAL CORRIDOR AREA A. The first target area in the central corridor is within Census Tract 744.01 and bounded by McClay Street on the east, Atchison, Topeka and Santa Fe Railroad on the west, First Street on the south, and Fourth Street on the north. The area consists of nine blocks and 89 residential units were surveyed. Ninety percent of the units are 30 years old or older and 38 units have a life expectancy of less than ten years. Slightly over one out of three were clas,~ ¢ied as poor in the quality of maintenance and just under one out of two receiv- ed a poor premise rating. A mid-range longevity factor resulted from the survey and the overall parcel rating was distinctly in the poor category. 00012, The housing stock condition measured for the entire target area as the lowest for all target areas. It should be pointed out that the number of units constituted this as the smallest survey area and portions or blocks of the larger target areas if considered separately could receive similar ratings. The Multiple Unit Survey questionnaire recieved 308 unit responses from this census tract which contains three target areas and 157 units were in target areas, 140 in one block fringe areas around target areas, and only 11 distinctly separate from target areas. The average rent was $127.00 for all units with one bedrooms averaging $121.00 per month; two bedrooms, $150.00; and three bedrooms, $1980.00. One out of three units were 20 years older and about one-third of the tenants moved within one year. The 1970 Block Statistics showed a total of 132 units with 52 (39%) being owner occupied and 75 (57%) rentals. The average value of an owner unit for the census tract was $19,200.O0. Un- fortunately the number of owner units in the target area were in&ufficient to allow release of valuation information. The aver- age contract rent for the target area was $84.50 compared with $]04.00 for the census tract. Five units were indicated as lack- ing some or all plumbing facilities, 13 were listed as single person households, and 13 units having a female head of household. Twenty-nine percent of the units in 1970 were listed as having 1.01 or more persons per room. The 1970 population of 474 would be estimated in 1974 to be 320. B. This target area consists of twenty-six blocks in por- tions of Census Tracts 744.01, 750.02, 746.02, and 745.01 bounded generally by Chestnut Avenue on the south, Fourth Street on the north, Cypress Avenue on the west, and Minnie and Garfield Streets on the east. A total of 525 residential units were parcel-by- parcel surveyed as to housing conditon. Units built before 1945 constituted 74.5 percent of the total (391 units) and one out of six units could be anticipated for termination of use within ten years. Approximately one-sixth of the units were also rated poor in both quality of maintenance and premise rating. The entire target area would generally be of mid-range longevity and fair in premise rating giving rise to a fair rating of the overall housing stock condition. The questionnaire eliciting information concerning multiple unit rentals showed an average contract rent of $119.00 for the general area. This included a total of 673 units of which forty- nine percent were within target areas within the various census tracts and twenty-five percent were located in abutting fringe or potential problem areas. Thirty percent of the units were twenty years or olde~' and about one-third of the units have a change f tenure within one year. 00012 The Census Block Statistics listed 583 units existing in 1970, §S less than found in the 1974 survey. In 1970, owner units were 137 (23.5%) and rentals 420 (72%). The 1970 total population of 1744 would now be estimated to be 15S0. The aver- age value for an owner unit in the target area was $10,050.00 compared with a $20,300.00 censu~ tract average and the average target area contract rent was $89.00 compared with $103.00 for the census tracts. Units with 1.01 or more persons per room numbered IlS or twenty percent. Twenty-one units lacked some or all plumbing facilities, 182 units were one person house- holds, and 49 units had female heads of household. C. This target area is commonly known as the Logan Area and consists of seven blocks in Census Tract 744.01 situated north of Fruit Street between Santiago Avenue and the railroad right of way to the Santa Aha Freeway. One hundred and thirty units were surveyed within this mixed use area of residential and in- dustrial use. This area was the topic of an lndepth study pre- pared for the City of Santa Aha by the firm of Haworth, Anderson, and Lafer in 1973. The basic research and data produced by their report was confirmed by the parcel by parcel survey c~nd~cted by Urban Futures. ~ ~-+~r.~ ~ ~o_Q]~ ~ t-tre target extremely old, ~Ow~ver the majority (95%) could have a life expectancy of a minimum of ten years, r, ~b~ ~ategories quality of maintenance and premise ra~n~ 0~iy-B ~ received good ratings while 58 units (44.6%) were rated as poo~. A mid-range longevity factor was established and an overall poo~ parcel rating for the target area, The Overall Parcel Rating was the lowest of all the target areas. The housing stock con- dition factor was the second poorest of the eleven target areas. The factors pointed out regarding the Multiple Unit Survey' concerning Central Corridor Target Area "A" would also hold true for this target area as it is one of the four target areas or portions of target areas found within Census Tract 744.01. The 1970 Block Statistics indicate an overcrowding factor of 1.01 persons or more per room for 46 (33%) of the then total of 138 units. Thirty-three percent of the units were owner occupied and sixty-two percent rentals. The average unit value of the target area was $15,950 and the average contract rent $63.50 compared with census tract averages of $19,200 and $104.00 re- spectively. Twenty-five units were one person households, twenty-three had female heads of households, and twenty-seven units were listed as lacking some or all plumbing facilities. The 1970 population of 507 would be estimated to be 455 as of 1974. D. Immediately west of the Logan Area is a target area of 218 _,its bounded by the Southern Pacific Railroad on ~he east, Stafford Street on the north, French Street on the west, and Sixth Street on the south. There were 190 units (87%) built prior to 1945 and approximately one out of four units has an anticipated life expectancy of less than ten years. Both the quality of mainte- nance and premise rating was in the poor category for about eleven percent of the units. The target area overall was in the middle range for the factors of longevity, overall parcel rating, and housing stock condition. This target area is also within Census Tract 744,01 and the apartment information for the entire area has been previously summarized from the Multiple Unit Survey. The Block Statistics indicate that within this fifteen block area there was a total of 227 units in 1970 with 34 (15%) owner occupied and 174 (70.6%) rentals. The average value and rent for the target area were $14,800 and $83.00 respectively compared with $19,200 and $104.00 for the census tract. There were 12 units lacking some or all plumbing facilities, 70 one person households° and 27 units having a female head of household. The 1970 popula- tion of 636 would be estimated as of 1974 to be 587. E. The. fifth target area is part of a large band of det- eriorating and substandard housing conditions clustering along F~r~t Street. This area generally lies east of Bristol Street, south of Sixth and Fourth Streets, west of Broadway, and north of First and Walnut'Streets. Numerically it is the second largest target area and lies immediately adjacent to the largest target area just west of Bristol. A total of 611 units were surveyed. The overall housing stock condition was rated as fair based on a fair parcel rating and mid-range longevity factor. The units are rather old as 91.3 percent were pre 1945, however life expectancy is rather good with only 15.9 percent having less than ten years utilization anticipated. The quality of maintenance was rated as poor for 103 units (16.9%) and poor for premise rating on 123 units (20%). The area consists of 31 blocks with 14 blocks in Census Tract 750.02, 16 blocks in Census Tract 749, and one block in Census Tract 751. The Multiple Unit Survey showed the average rent for Census Tract 749 to be $125 and Census Tract 750.02 to be $110 (C.T. 751 was not considered applicable as only one block of the target area was within its boundaries). Of the 464 units responding concern-~ lng rent structure in the two major census tracts, 207 units were in the target area and had an average rent of $104.50 (below the' average of both census tracts). The population breakdown among rental residents showed of the 1035 total that 19 percent were under 18 years old, 73.5 percent between 18 and 65, and 7.5 per- cent older than 65 years. Forty-seven percent of the units were twenty years or older and slightly more than one out of four households in rental units.move within one year. ~ The 1970 Bleak Statistics showed a total of 762 units (151 un~:s less than found by the survey) of which 570 (almost 75%) were rental units. Over- crowded units with 1.01 persons or more per room numbered 184 (24%) while there were 214 (28%) were one person households. Thirty-nine units lacked some or all plumbing facilities and one out of ten units had a female head of household. The average 000.I 8 valuation of owner units and average contract rent of the census tracts were $18,500 and $96.00 respectively compared with the target area averages of $15,850 and $84.50. The 1970 population of 2257 would be estimated as of 1974 to be 1904 people. F. The last target area in the central corridor is numer- ically the largest with 869 units surveyed and is commonly refer- red to as the Southwest Area. It consists of 47 blocks in Cen- sus Tracts 748.01, 748.02~ 752.01, and 752.02. It is bounded on the east by Bristol Street; Civic Center Drive (Eighth street) on the north; English, Townsend, and Daisy on the west; and Myrtle and First Streets on the south. Over eighty percent (698 units) were 30 years old or older. The life expectancy was ten years or less for 109 units (12.5%). Approximately four- teen Percent of the units were rated as poor in both the cate- gories of quality of maintenance and premise rating. This target area was very similar overall to the one immediately east of Bristol Street with a fair housing stock condition rating based on a mid-range longevity and fair overall parcel rating. The Multiple Unit Survey did not receive extensive res- pon~:~ from this area or the involved census tracts. No responses were made to the questionnaire from Census Tract 752.02. There were responses on 123 units indicating an average rent of $113.00, seventy-four percent of the units were 20 years old or older, and about sixty percent of the occupants remained three years or longer. The 1970 Block statistics indicated a total of 1022 units showing a decrease in the intervening four years of 153 units. In 1970 forty-five percent (462 units) were owner occupied with fifty percent (513 units) renter occupied. Only twelve units were indicated as lacking some or all plumbing facilities. The 1970 population of 3557 would be estimated to be 2950 people in 1974. The average owner unit value and average contract rent of the affected census tracts were $20,100 and $114.00 respectively compared to $17,350 and $90.00 for the target area. Overcrowded units with 1.01 persons or more per room numbered 254 (25%). There were 175 one person households and 152 units with female heads of household. III. SOUTHEAST The target area in this portion of the City of Santa Aha is more isolated from the majority of the substandard housing stock conditions in the central corridor and the area west of the Santa Aha River. It consists of a single housing target area commonly know~: ~s the Delhi Area or Neighbor- hood. The prime ar~,~, of residential concern is bounded by Warner Avenue on the north, Main Street and Cypress Avenue on the west, the Southern Pac- ific Railroad right of way and Emmett Street resi- dential area on the south, and the extended align- ment of Standard Avenue on the east. It is wholly O0012.q contained within Census Tract 740.01. The parcel by parcel eur- vey indicated the housing stock conditions in Delhi to be rela- tive good. A mid-range longevity factor and fair overall parcel rating were derived for the target area. There was a total of 427 units surveyed of which 352 units (82.4%) were built before 1945. About one out of four units have a life expectancy curren- tly of less than ten years. Only 49 units (11.5%) were rated poor regarding the quality of maintenance and premise rating. Out of the seventy-seven rental units in this census tract responding to the multiple unit survey only seven units were in the target area. The survey indicated an average rent for the census tract $202.00, however the seven target area units did not respond to this item and it would be expected that there is a marked difference between target area rents and the overall cen- sus tract. The 1970 Block Statistics for the sixteen blocks in the tar- get area indicated a total of 348 units, fewer than found in the current survey. This was an exception to the findings for other survey and target areas which suffered a loss of units since 1970. A number of new multiple unit structures were noted as well as move-in single family structures of recent vintage. Field operatives noted an extensive amount of public improvement being conducted to Central Avenue and also a scattered amount of home improvements being conducted (new fences, roofing, and other minor construction) not found in other target areas. In 1970, 132 units (38%) were owner occupied and 203 units (58%) were rentals with the status of the remaining units unknown. Within the target area the average owner occupied unit was worth $15,700 compared with $28,000 for the census tract in 1970 and the target area contract rent was $93.00 compared with the census tract average of $123.00. Eleven units lacked some or all plumb- ing facilities and units with 1.01 persons or more per unit numbered 142 (40.8%). Thirty-four units were one person house- holds and 40 units had female heads of household. The 1970 pop- ulation of 1520 would be estimated to be 1835 people in 1974. 00013O ooo:t;~.i ' ' ,, J ol IX-23 '000132 I I · I 0001~ *Target Areas West of the San,a Aha i~iver ,, HARPE B HOUSING STOCK CONDITION RATING BY BLOCK FACE /~ D GOOD POOR FAIR [~] NON RESIDENTIAL Target Areas .,, West of the Santa Ana~ C~ AVE. VENTH ST, THIR 17 16 .ous,.~ s.oc~ co..,;,o. .^'n.~ ~,~.oc~ ~^c~ ~ ~ooo~ .°o. FAIR [::] NON ~ RESIDENTIAL ~[~0 s ~I'A ST TENTf B ~ arget Areas -- Central Corridor HOUSING STOCK CONDITION RESIDENTIAL Target Area Central Corridor { ~00~. mr"l HOUSING STOCK CONDITION RATING ~Y BLOCK FACE D GOOD POOR FAIR r"] NON RESIDENTIAL Target Area -- Central Corridor ~ CIV C HESTN HOUSING STOCK CONDITION RATING I~y BLOCK FACE ~ GOOD POOR FAIR D NON RESIDENTIAL F CHAPTER VIII. MULTIPLE UNIT SURVEY Introduction Urban Futures prepared a survey questionnaire to elicit more specific data concerning the current situation of multiple-unit rentals in the City. The questionnaire was distributed bymil to multiple-unit owners based on business license records by the Planning Deparment during the first weeks of October, 1974, and responses were tabulated tkrough November. There were 316 respondents accounting for ownership or manage- ment of 5,757 multiple units which is 27.5 percent of Santa Ana's total stock of~antiple-unit rentals. The subject matter consisted of seven major areas: (1) the n~nber, type, occupied or vacant status, and respective rental price of each unit was requested; (2) a breakdown of total occupant population was solicited by age for those under 18 years old, between 18 and 65 years old, and over 65 years of age; (5) the survey inquired as to the utilities which were included as part of the rent; (4) respondents were asked to specify the type of recreation facilities provided; (5) the estimated age of the struc- ture in five-year intervals was requested; (6) an indication of the rate of turnover in occupancy was solicited; (7) general comments were invited to be submitted. The amount of information requested was extensive and the questionnaire designed as a prototype for use by the Planning Department on an annual basis to observe changes and the beginnings of possible trends in the multiple-unit market. The results of the survey served primarily as a further data source and control check on 1974 original generation data concerning housing characteristics. Some of the data was not directly applicable to the Housing Element. It was designed for continued use as part of an overall program to ensure distribution of updated housing information. Sukwe¥, S~mar~ Population: Of the 5,757 units from which data was generated, 4,526 responded to questions concerning population distribution and make-up. There was no particular pattern to the responses geographically, other than few responses were received from the portion of Santa Ana west of the NO01. 9 Santa Aha River. The total population for the responding units was 9,918 persons, resulting in an overall 2.29 persons per unit. There appeared to be a distinct dividing line between the areas of highest and lowest popu- lation per dwelling unit in mltiples. Of the ten lowest census tracts (1.80 persons per unit or less), ali were east of Bristol Street. The lowest persons per unit was 1.36 for Census Tract No. 754.02. Of the ten census tracts with the highest population per unit, nine of them were west of Bristol Street with 4.40 persons per unit being the highest in Census Tract No. 741.01. This pattern is based on responses from 32 of the total 46 census tracts within the City of Santa Aria. Information concerning tenant turnover showed a relationship with age of structures. The fringe census tracts in the south and eastern por- tions of the City, where much of the newer apartment development has taken place, showed a greater percentage of tenures of less than one year. Also, the three census tracts with the highest percentage of population above 65 years of age were among those census tracts with the lower turnoever per- centages. In general, the areas of longer tenure were the older and more centralized portions of the City. The breakdown of population by the categories of under 18 years old, 18-65 years old and 65 years old or older showed a few discemible patterns. The multiple units having the highest percentage of residents over 65 years ran in a north-south ali~m,ent on either side of Main Street from the Santa Arm Freeway on the north to Warner Avenue on the south. Census Tract No. 742 had 78 residents in multiples [72%) who were over the age of 65. The units having more numerous residents under the age of 18 and those having the largest percentage of residents between 18 and 65 years old did not have specific cluster patterns; however, in general, were found between the Santa Ana River and the eastern City limits and First Street on the north and Warner Avenue on the south. Unit Characteristics: Unit vacancies ranged from a high of 12.8 percent to a low of no vacancies for six census tracts with an overall vacancy rate of 5.4 percent for the survey rates. This compared favorably with the Postal Vacancy Survey finding of $. 5 percent for Santa Ana and would lend some credence to the representativeness of the survey. The rate of 12.8 percent found in Census Tract No. 753.01 was investigated by dis- cussions with two of the managers of larger projects indicating unusually high rates in the survey. It was discovered during the interviews that, at the time of the survey, the apartment projects in question had been undergoing a change in professional managenmnt and a weeding out of problem tenants NNN14 combined with a rent increase, had contributed to the rate at that time. It was anticipated that their vacancy problems would be rectified in short order bY the managers of both complexes, The vacancy rate by unit type breakdown shows bachelor units to the highest at 11.6 percent with 42 units vacant out of 363. One bedroom units were close to the overall City average with 5.2 percent vacant (1,57 out of 2,642 units). Two-bedroc~ units had the lowest vacancy, with the 110 vacant units out of 2,394 total producing a 4.6 percent rate. The three-bedroom or more category had a vacancy rate of 5.9 percent, with 21 of 358 units vacant. The total of ,510 vacancies for 5,757 units resulted in the overall City rate of 5.4 percent. The curve of units by type was slightly skewed toward the smaller unit categories. One bedro~n units (45.9%) were predominant. Bachelor and three-plus-bedroom units were almost equivalent with 565 and 558 units re~ spectively. The bulk of three-bedroom units were found in a single census tract; 741.05 had 19Z of the 5S8 or 54 percent. The structural age of units showed the newer units to be on the southern and eastern frings of the City, and the units over 20 years old concentrated in the Central Corridor Area and the northern and southwestern areas along the eastern boundary of the Santa Ana River. Rent Structure: Rents ranged from a high average of $202.00 per month to a low of $85.00 for Census Tracts 740.01 and 742.00 respectively. The areas of lowest average monthly rents were located in the central body of the City between Edinger Avenue and Seventeenth Street on the .north and south and the Santa Aha Freeway on the west and east. The high average rent value areas were in the south part of Santa Aha or more recent multiple- unit developments and in the northeast sector of the City, north of the Santa Ana Freeway and Santiago Creek. The average rent for bachelor units was $1,51.00/mo., one bedroom units, $155.00/mo.; two bedroom units, $170.00/mo. three or more bedrooms, $194.00/mo. The average rent for all survey units throughout the City of Santa Arm was $161.00. This would indicate an approxi- mate increase in rent of 21 percent from the $135.00 (median rent) ~igure of the 1970 census. Target Areas: Of the 5,757 units for which information was gener- ated, 469 (§%) were units within target areas as discussed in C~apterVII. There were 101 bachelor units with an average rent of $95.50, 227 one bedroom units at $108.50, 151 two-bedroomunits at $128.00, and 9 three-plus-bedroom units at $116.00 per month. The average target area monthly rent, regardless 000141. of unit type would be $111.00. The persons per houshold within multiples in the target areas was 2.3S. Of the 98S people for which age information was supplied, 8.5 percent were over the age of 65, 20.9 percent under the age of 18, and the remaining between 18 and 65, or 70.6 percent. The £ollowing compares the survey results for the entire City with the results drawn from the survey for tmrgot area multiple units only. Ail Surve}~ Units Target Ar.e~ Survey .Units Percent of Units Bachelor 6.3% 21.5% One Bedroom 45.9% 48.4% Two-Bedroom 41.9% 28.0% Three - Bedreom 6.2% 2.1% Persons per Unit 2.29 2.35 Bachelor $131.00 $ 93.50 One Bedrocm 153.00 108.00 Two-Bedroom 170.00 128.00 Three-Bedroom 194.00 116.00 All Units 161. O0 111.00 Percent of Population Under 18 13% 21% 18-65 77% 71% Over 65 10% 8% The target areas shown a predominance of smaller units in compari- son to the overall survey. Seventy percent of the units are bachelors or one bedrooms in the target areas with only ten units shown in the three- bedroom or larger class (This created a difficulty in applying much credence to the average rent computed for these mits.). The rent structure for the target area units was substantially lower than for all survey units (approxi- mtely 50 percent). There was a substantially greater precentage of persons under the age of eighteen in the target areas. The population per unit was only 2.5 percent higher in the target areas than for the general survey mits which is not sufficient to allow any meaningful generalizations about house- hold size. General Findings: Except in the target areas and centralized, older sections of the City of Santa Aha, the n~ltiple rental market is not equipped to meet the needs of those households in mere serious need of adequate housing. ~ven though in many census tracts the rental rates are lower in comparison to the overall monthly rates for Orange County, the supply is insufficient to fulfill demand in Santa Aha. Lower rental rates prove an attraction to low income households; however, the supply of such units is relatively fixed and the newer construction in the south and east sections of Santa Ana represents the higher rental costs. The multiple- unit market cannot fulfill demand except for single persons or small house- h~lds due to the orientation toward smaller units, especially within the target areas. The housing for large, low income families appears to be single family rentals which are not subject to business license require- ments and, therefore, were not a part of this survey. The most n~merous open ended comments from the survey questionnaire often represented opposing viewpoints. Responses from the higher rate rental units often cited the lack of adequate parking for tenants required by City zoning provisions, while the responses from owners or managers stipulating an orientation to low income or senior citizen rentals com- plained of excessive requirements such as parking, which were unneeded and put rental prices out of the reach of such groups. New and higher rate units c~,l~ented on the lack of neighborhood parks or children's play facili- ties, especially from fourplex units in the south part of Santa Aha and also complained of traffic problems and abandoned automobiles. Target areas and central City rental units conmented upon such items as the need for better street cleaning, overcrowding and lack of maintenance on adjacent units, making rentals more difficult for responsible owners, and the lack of atten- tion to the needs of low income and senior citizen tenants. Other more general co~nents focused upon problems of graffiti, vandalism and the need for more police protection. Survey Charts The following charts aggregate the survey results by census tract as has been done throughout this report. Comparison with the Census Tract Base Map and the infomation provided in Chapter II concerning housing stock characteristics and socio-economic conditions showed strong verifi- cation of data derived from other than direct sources concerning current conditions among rmltiple units. The generation of muntiple unit or apart- ment data should be an on-going function of the City of Santa Ana. Improved mailing procedures a~l soliciation of support from owners and managers of NNNI multiple-unit projects should create greater participation in the future and provide a growing clarity to the picture of condition, quality and trends for rental units in Santa Ana. Apartment house living has achieved greater acceptability and is rapidly becoming a way of life for an increasing segment of the Santa Ana population. It will continue to assume greater significance in Santa Ana's housing market. With the increasing scarcity of vacant land and continued pressure of population growth, the City must careully monitor not only the multiple-unit sector but also the balance of residential housing unit types including single family, planned residential developments, mobile homes and hoarding facilities, as well as the apartment or mltiple unit. For the initial effort to survey Santa Ana's multiple-mit segment of the housing stock, the following results were considered highly satisfactory. 00014 Census Tract. TABLE VIII - 1 No. of Responses. No. of Units. 740.01 13 77 740.02 11 548 741.01 7 54 741.02 7 139 741.03 2 22 741.04 2 105 741.05 48 630 742.00 2 64 744.01 26 308 575 ~44.02 10 196 745.01 9 745.02 3 38 746.01 22 138 9 63 746.02 7 120 747.01 2 57 747.02 68 748.01 4 14 748.02 1 748.03 6 32 748.04 6 112 749.00 23 221 750.01 12 161 750.02 26 265 751.00 12 140 752.01 4 41 753.01 6 812 753.03 3 42 754.02 2 162 754.03 6 382 757.01 17 332 890.02 1 32 891.03 1 7 316 5,757 Percent of Total Units. 9 22 20 100 48 30 36 22 25 57 21 6 28 17 39 27 67 7 20 14 21 17 25 32 18 40 54 11 39 89 23 4 27.5 000145 TABLE VIII - 2 Censu~ Tract 740.01 740.02 741.01 741.02 741.03 741.04 741.05 742.00 744.01 744.02 745.01 745.02 746.01 746.02 747.01 747.02 748.01 748.02 748.03 748.04 749.00 750.01 750.02 751.00 752.01 753.01 753.03 754.02 754.03 757.01 890.02 891.03 Units Furnishing Population Data 77 308 53 49 21 48 589 64 220 545 178 38 135 63 85 52 63 14 30 107 201 146 245 140 16 219 39 99 115 329 31 7 Number of Residents 169 714 233 161 31 99 1,742 108 404 1,201 467 161 218 109' 193 172 231 49 97 314 571 253 494 215 30 444 55 135 207 516 112 13 Persons Per Unit 2.19 2.32 4.40 3.29 1.48 2.06 2.97 1.69 1.84 2.20 2.62 4.24 1.61 1.73 2.27 3.31 3.67 3.50 3.23 2.93 2.57 1.73 2.02 1.54 1.88 2.03 1.41 1.36 1.80 1.57 3.61 1.86 Vacancy Rate 0% 9.2% 1.9% 6.5% 4.5% 0% 4.6% 0% 3.2% 5.2% 4.1% 0% 2.2% 0% .5% 8.8% 7.4% 0% 6.3% 4.5% .5% .5% 4.9% 0% 7.3% 12.8% 7.1% 2.5% 6.3% .9% 3.1% 0% 4,326 9.918 2.29 5.4% 000146 TABLE VIII - 5 Tract '740.01 740.02 741.01 741.02 741.03 741.04 741.05 ?42.00 744.01 ?44.02 745.01 745.02 746.01 746.02 747.01 747.02 748.01 748.02 748.03 748.04 749.00 750.01 750.02 751.00 752.01 753.01 753.03 754.02 754.03 757.01 890.02 891.03 Number of Units 77 348 54 139 22 105 630 64 308 575 196 38 138 63 120 57 68 14 32 112 221 140 265 140 41 812 42 162 382 332 32 7 Bachelor 0 0 0 0 0 0 0 1 34 1 0 0 14 13 0 0 7 0 0 0 10 6 67 6 S 59 10 0 101 0 0 0 Bedroom 21 109 6 54 17 58 40 38 208 403 184 0 72 42 120 57 12 2 0 0 128 67 160 67 20 210 25 56 203 161 0 7 Two Bedroom 38 237 12 85 5 47 398 25 53 171 12 38 52 8 0 0 41 11 32 44 71 67 37 67 15 486 7 106 78 155 52 0 Three + Bedroom 18 2 36 0 0 0 192 0 13 0 0 0 0 0 0 0 8 1 0 0 12 0 1 0 1 57 0 0 0 16 0 0 5,757 363 (6.3%) 2,642 (45.9%) 2,394 (41.6%) 358 (6.2%) O0014v TABLE VIII - 4 Census One Two Three + All Tract Bachelor Bedroom Bedroom Bedroom Units 740.01 n/a 160 192 259 202 740.02 n/a 150 185 240 179 741.01 n/a 136 178 205 191 741.02 n/a 167 168 n/a 168 741,03 n/a 125 1S0 n/a 150 741.04 n/a n/a 170 n/a 170 741.05 n/a 181 206 263 195 742.00 45 79 95 n/a 85 744.01 113 121 150 198 127 744.02 130 156 193 n/a 167 745.01 n/a 141 140 n/a 141 745.02 n/a n/a 152 n/a 152 746.01 131 120 124 n/a 123 746.02 99 128 152 n/a 125 747.01 n/a 135 n/a n/a 135 747.02 n/a 139 n/a n/a 139 748.01 80 117 111 110 111 748.02 n/a 97 97 n/a 98 748.03 n/a 138 166 n/a 150 748.04 n/a 138 166 n/a 149 749.00 65 117 148 169 125 750.01 139 144 159 140 146 750.02 96 111 132 165 110 751.00 115 123 134 n/a 128 752.0] 60 120 141 275 123 755.01 155 168 197 254 191 753.03 110 138 151 n/a 133 754.02 n/a 186 208 n/a 200 754.03 170 148 178 n/a 160 757.01 n/a 158 199 260 179 890.02 n/a n/a 160 n/a 160 89].03 n/a 110 n/a n/a 110 Survey Average* 131 153 170 194 161 *A total of 5,337 units (25.5% of the City's total multiple units) had information concerning actual rental amounts. 000148 000.149 CHAPTER IX. CITIZEN PARTICIPATION The recent signing by President Ford of the Community Development Act of 1974 marked the first major United States housing and co,~m~unity development legislation since 1968. The Act proposes that local govern- ments significantly expand their endeavors in housing planning and community programming as a prerequisit to the receipt of community development grants. In conjunction with the preparation of the City's Conmunity Develop- ment {CD) Application, a Go,,,,l~nity Participation Plan was developed and im- plemented on three district levels. The first level of implementation was aimed at the City at large. The second was the neighborhood and target area level and the third was the public input during the official review and adoption of the CD application. The purpose of the Plan was to measure citizen opinion on proposed CD projects and to generate a policy direction for fnture housing and co~m~nity needs. The first level, which was aimed at the City at large, required a full measure of assistance from the Public Information Officer (PIO) of the City of Santa Ana. A special edition of the newsletter was printed on the CD Law in that issue and delivered to every house in the City. The Law was explained; potential target areas and possible projects w~re identi- fied. Finally, the issue provided for a postage free questionnaire that asked people to identify needs in the following categories: neighborhood needs, City needs, public/social service needs and housing needs. The CD issue and questionnairewereprinted in both Spanish and English to insure reaching as many people as possible (See Appendix 1.). Three radio interviews from the local radio station were broadcasted by the PIO and CD coordinator. Each interview was fifteen minutes long and was broadcasted six times over a one week period, for a total of one and one-half hours air time per interview. The first broadcast, aired during the week of December 9-14, 1974, explained the CD Imw in broad, general terms. The second broadcast aired during the week of December 16-21, 1974, explained the effects of the CD Law on Santa Ana, identified possible target areas, and the potential money allocations were explained. The third and final broadcast, aired during the week of December 23-28, 1974, focused on the co, m,iunity meetings that had been held; what people in the co~m~nity were saying and what they would like to see acco~lplished in their area. People were encouraged to attend and participate in the remaining cu~lunity meetings. It was e~hasized hew vital cu~lanity participation ~as to the development of the CD Plan (See Appendix 2. ). 000lB0 The second level involved the CD Team working with Community Center Directors, Conmmmity Action Agencies and other interested groups. The team held public meetings (See Appendix 3A.), both in City Council Chambers and in the various Ccemunity Centers. Each of these meetings was preceded by a special notification by the PIO designed to maximize public attendance. Flyers were distributed prior to a meeting announcing the time, place and subject matter of the meeting. These flyers were distributed in Spanish and English {See Appendix 3B.). The centers were also utilized in making telephone calls informing local people of an impending meeting in their neighborhood, The meetings were held in the Commmity Centers because of their central location within each target area a~ the familiarity of the co~r~nity with them. The meetings were attended by several members of the Human Relations Cc~mission. At each meeting a presentation was made by the CD Coordinator ex- plaining the Act and possible effects on Santa Aaa. Questions and opinions were welcemed and solicited. Priority lists were distributed and asked to be ranked and returned. All of the meetings held were presented bilingually. All the priority lists were distributed in both English and Spanish. A sign-in sheet was distributed at all meetings so that people could be noti- fied of all future meetings. Surveys were taken in selected sections of the City soliciting people's ideas and opinions on what they would like to see done in their area. The third and final level is the public input and comment during the official review process. The Plan was reviewed by the Planning Conmission, Redevelopment Agency and the Human Relations Co~mission at separate public meetings. These meetings were preceded by a special announcement by the PI0. Public participation at the meetings was welcomed and encouraged. The final public participation opportunity was at the City Council plan meeting where the CD Plan was finally approved and adopted. 000151' Analysis o£ Overall ~uestionnaire Results I. NeighborhOOd Needs: A clear plurality of surveyees agreed that the City shoUld i~prove and construct store and sanitary sewers. The next two priorities chosen, i~prove streets and rehabilitate houses, were ranked fairly close together, Beautifying streets and improving the downtovrn business area ~ere felt by the surveyees to be unimportant as is seen by the low priority rank given them. II. City-wide Needs: Su.rveyees clearly felt that there should be more low income housing. Street h~provements and rehabilitation of housing were the other two priorities chosen. Preservation of historic sites was of very low interest, follewedby improvement of the downtown business district. City-wide needs were basically the same as neighborhood needs. III. Public/Social Service Needs: The number one priority in this category was crime prevention, followed by job training and employment pro- grams. The Con~nanity Centers have job placement programs that have a high placement rate. Does this indicate that people are not aware of these programs or that jobs are just not available? The third priority chosen, elderly programs and services, indicates a lack of services for the elderly in Santa Ana. IV. Housing Needs: Surveyees felt that elderly handicapped, large families and Mexican-Americans do not have adequate housing opportunities. Single family homes ~ere chosen as the most suitable type of housing for the groups needing more housing. This is contradictory because elderly handicapped are not usually capable of keeping their owa homes. Perhaps the physchological feeling of having one's own home influenced the decision on this priority. Townhouses were the seco~ type of housing chosen as most suitable. This correlates with the elderly need for housing. To~mhouses are far more feasible for elderly than single family homes. The choice of single family homes correlates with the need for more housing for large families and Mexican-Americans. High rise aparments received very little support. The vast majority (75%) of surveyees felt that housing conditions in their neighborhood were inadequate. Eighty-five percent of the surveyees felt that the City should expand its housing code enforcement program. Eighty-seven percent of the surveyees felt that Iow income housing should 0001 4 be scattered throughout the City rather than in concentrated project areas. Surveyees felt that the elderly handicapped, large families and N~xican- Americans have the most difficulty finding housing. The priorities of the surveyees strongly indicate they are more interested in basic needs than they are in recreation, City beautification and other non-essentials. Basic hlmmn needs: food, shelter, sanitary conditions and 'other basic essential needs must be met before aesthetic needs can be taken care of. If they are not met, everything else is of low priority as is seen in the questionnaire's priority rankings. Planning Department Housin~ questionnaire A housing questionnaire suitable for comparison to the survey questionnaire utilized by the Santa Arm task force in charge of preparation of proposed projects and budget estimates under the 1974 Housing and Com- munity Development (H/CD) Act was submitted to homeowners' associations and citizens groups. The sample was limited, however structured to elicit a response from middle and high income groups. Elected officers and board members were asked to respond on behalf of their respective organizations in a manner more reflective of the group rather than the individual respondent. A total of nineteen responses were obtained from such groups as the Bradford Place Homeowners' Association, Mabury Homeowners' Association, South Coast Shores, Citizens for Fair Zoning, Sandpointe Homeowners' Association, Segerstrom-Republic Homeowners' Association and the Santa Aha Property Owners' Protective League. There was no method by which to weigh the responses, so the primary comparison basis had to be on a one-to-one basis of the various subject categories in each of the questionnaires. The following represents a comparison between the Housing and Ommmmity Development questionnaires and those solicited by the Planning Department. O0015b Neighb0rhpod Needs .,HIND Beautify Streets 35 Improve Streets 66 Improve Storm and 81 Sanitary Sewers Develop & Improve 58 Parks and Rec. Expand Code Enforce- 52 ment Rehabiliation of 65 Housing Improve Business 49 Area Rank Rank No. Planning ,N°. 7 5 3 2 2 7 4 12 1 5 3 6 3 4 5 6 5 3 ..T, oral 4O 68 70 $9 54 Rank .No. ? 4 1 3 City Wide Needs Preserve and Restore 29 Historic Sites Improve and Construct 63 Streets Develop and Improve 50 Parks Suppo.rt Low Income 71 Housing Rehab. Housing 57 Promote Economic 55 Development Remove Physical Barriers 40 to Mobility of Elderly and Handicapped Improve Downtown Area 49 8 5 4 34 2 3 7 66 5 16 1 66 1 6 3 77 3 4 5 61 4 8 2 63 ? 4 6 44 6 6 3 55 6 8 2(tie) 2(tie) 1 5 4 Housing Nee,ds, (Most affected group) Elderly and Handicapped 78 Large Families 53 Single Parent Families 30 Single Person Households 36 Mexican-Ameriqans 37 Blacks 38 Other 27 1 8 1 86 '1 2 5 2 58 2 6 l(tie) 5 31 6 5 l(tie) 5 37 5 4 3(tie) 3 40 4 3 3(tie) 3 41 3 7 0 7 27 7 (Five respondents to the Planning Department questionnaire indicated that housing opportunities were adequate for all groups. 00015c Most Suitable Housing Type High Rise Multiple Medium Rise Multiple Townhouses or Garden Apartments Single Family Homes Adequacy of Housing Conditions in Neigh- borhood Adequate Inadequate -Demolition or -Rahabilitation Should Code Enforce- ment Be Expanded Yes Should Low Inco~ue Housing Be Dis- persed vs. Con- centrated Yes No Should City Continue To Encourage Low Income Housing ,. Yes No .H/CD $ 23 31 71 99 54 (33) (21) 117 28 130 28 128 17 Rank ,,,No% 4 3 2 1 2 1 2 planning 0 1 13 6 15 4 (0) (4) 16 0 12 5 16 2 Rank No. 2 1 2 b & 1 2 1 2 1 2 5 24 44 ?? 114 58 (33) (25) 133 28 142 33 144 19 Rank .No: 4 3 2 1 2 1 2 1 2 000157 Some results were not co~arable from the Planning Department survey to the H/CD proposal task force questionnaire. The Planning survey had two questions concerning the group faced with the most critical housing problem and the group faced with the most difficulty in finding housing. Since the questions were not clearly differentiated, tho responses were combined in order to rank the various groups according to the perceived housing diffi- culties of each. The rank order and score was as follows: 1. Elderly and handicapped 16 2. Large f~milies 8 3. Ail groups in general S 4. Black 2 $. Non-welfare recipient, working families with low incomes 2 6. Single parent 'families 1 7. Fixed income groups 1 8. Mexican-American 0 9. Single person household 0 Additional cu~m,ents on the Planning questionnaire relating to housing and perceived co~aunity needs included three requests for installation of store drain improvc~ments on Segerstrom Avenue and singular conmments con- cerning the need for better long range planning, that the survey was biased toward low income housing needs, and the need for municipal regulation of maintenance of residential properties by tenants or renters as the law is now structured to the disadvantage of a landlord faced with tenants who mis- use or neglect units. It was neither the purpose nor within the capacity of the Planning Department questionnaire to be used for review or examination of the survey results obtained during preparation of Santa Ana's H/CD entitlement appli- cation. Tentative generalizations may be suggested by the Planning Depart~ ment survey; however, they should not be interpreted as final conclusions except as regard the actual survey of a limited and structured segment of the overall population. It would be hoped that the 196 responses to the H/CD questionnaire based on a random survey would be more representative of the general cu,,,~nity, even though it is an extremely small sample (less than one-half of one percent). Many questionnaires were incomplete and there was some evidence of coaching or duplicate questionnaires in certain community areas. The Planning Defmrtment survey respondents indicated an emphasis on the development of parks and recreation facilities on both a neighborhood 00015 and City-~ide basis, They also had a pronounced desire to improve the economic picture of the co~nity, both on a neighborhood and City-wide basis, through improvements to general business and the downtown co,,~ercial core, as well as through promotion of economic develol~ent. Except for improvements to the storm drain and sanitary sewer system, respondents perceived public improve- ments (streets) as being low on the list of needs on the neighborhood as well as the City-wide basis. Housing programs of code enforcement, rehabilitation mud low income housing assistance were in the middle and lower priority ranges. The H/CD survey indicated an almost reversed set of priorities, with public works projects being the highest, closely accomganied by housing programs, parks and recreation facilities at a mid and low range, and commercial in~rove- ments low on the needs listing. If the two surveys were combined, the Planning survey would have a pronounced impact in the area of parks and recreation, raising it from a fourth to a second priority under neighborhood needs and from fifth to second (tie) under City-wide needs, with street im- provements and housing rehabilitation being reduced in priority respectively. Concerning groups in the community having the greatest housing need, there was agreement between the surveys with the elderly and handicapped and large families having the least opportunity and single person households and single parent families being the least affected by inadequate housing. The Planning sample showed greater acceptance of the towrthouse and garden apartment housing types than the H/CD respondents, who distinctly preferred single family homes. The answers to both surveys indicate a feeling of adequacy concerning neighborhood housing conditions; however, the Planning respondents showed a lesser desire to use clearance or demolition if housing were inadequate and a preference for rehabilitation. The results of both surveys were affirmative to expanding code enforcement activities, dispersing low income housing units throughout the City, and a continuation of the programs to encourage low in- come housing. Conclusion The citizen participation pursued by the City of Santa Arm to date appears to have complied with the intent of the 1974 Housing and Community Development Act and the State requirements contained in the Council on Intergovernmental Relations {CIR} guidelines. The proposed goals and policies contained in Chapter X of this doct~nent are based upon those citizens' de- sires conveyed by the Planning and Human Resources Commissions; expressed throughout the CD Application process, and derived from analysis of the Planning Department's housing questionnaire and apartment survey. Additional citizen input will be sought throughout the adoption and approval process for this Housing Element. 00015' CHAPTER X. HOUSING GOALS, POLICIES AND PLANS The preceeding pages have dealt with current and future housing needs, and the problems facing Santa Am. The following text offers a set of goals, supplemental policies and programs to-aid in attempts to deal with housing needs. HOUSING GOALS AND POLICIBS Before implementation programs can be fonmlated and presented a series of goals and policies mst be prepared and agreed upon. A ~--the end to which a Plan strives and a policy--the settled course ted to achieve that end--interact to fora the cornerstone of the planning process. The goals and policies stated in this Chapter are predicated upon the citizen input obtained from the Community Development Applications process, the Planning Commission, the Planning Department Housing Questionnaire and the Multiple-unit Survey. Regional goals developed by the State of California, the Southern California Association of Governments and the County of Orange were also considered. i~ousing Goals The following list of housing goals is presented as an interim guide for housing policies and programs. It should be the responsibility of citizen groups such as the Planning Commission, the Human Relations Commission, and the Project Area Co~lnittee to review and modify these goals, if necessary, to more accurately reflect public sentiments. Until that time, however, the following statements may serve as steps in the direction of improving housing conditions in Santa Ana. Goals To promote and insure the provision of adequate housing for all persons regardless of income, age, race or etknic background. 2. To promote and insure the provision of housing selection by location, type, price and tenure. 000160 3. To promote and insure open and free choice of housing for all. To act as a guide for municipal decisions and how these decisions affect the quality of the housing stock and inventory. · Policies The following policy statements are offered as guidelines in the development of programs to achieve City-wide housing goals. Support local, state and federal actions which serve to improve the climate for housing which meets the needs of all groups and which serves to upgrade the corm~nity as well. o Maintain uniform minimum standards for housing. o Encourage the construction of high quality new housing that will attract the moderate and high income segments. o Promote higher standards of housing design, construction and amenity in new housing. o Pursue an aggressive rehabilitation, demolition and re- placement program to upgrade the existing housing stock. o Provide adequate housing for the current low income seg- ment of the City. o Assure that housing concerns and needs become an integral part o£ the City planning and management process. Promote the creation of public and private mechanisms to stimulate and guide private initiative in meeting housing needs. Provide a decent residential environment throughout the City by ensuring that all housing receives a proper and equitable delivery of public services. o Promote excellent and equitable facilities and services in all residential conmunities. 000161 Assure the fairness aha adequacy of compensation and re- location assistance to persons and families displaced by public improvements. Encourage the preservation of a range of housing types and housing prices within the existing housing stock of the City. o Establish and maintain a comprehensive housing strategy: Develop, implement and annually review a General Plan Housing Element to provide goals and policies for the planning, development and maintenance of housing and housing-related activities in Santa Aha. bo Coordinate the implementation of the Housing Element with the implementation of the housing strategies of adjacent cities, Orange County, SCAG and such other goverm,ental jurisdictions as may be affected by the housing plans and policies of the City of Santa Ana. Establish and maintain formal means for coordinating the various interests and agencies concerned with housing in Santa Arm. Encourage development of procedures for coordinating the housing activities of the City of Santa Ana, adjacent cities, Orange County and SCAG. Strengthen existing conmunications linkages between the various public agencies dealing with housing or housing-related matters in the Orange County Housing Market Area. Investigate aspects of housing discrimination in the City and support investigation in the Orange County Housing Market Area. ao Maintain and update a record of violations of fair housing laws and ordinances and detemine, as possible, the cause, extent and circumstances of such violations. 00016 Develop and implement plans and programs to eliminate such discrimination in housing as is determined to exist in Santa Aha and support such plans and programs in the Orange County Housing Market Area that will allow the residential mobility of residents of Santa Ana. o Maintain or increase the current level of activities of the Santa Ana Housing Authority. Obstacles. to Implementation The following discussion relates to obstacles and conflicts that may be encountered throughout the implementation of the Housing Element. GOVEPANENT PARTICIPATION V. INDEPBNI)t~qT PRIVATB RNTBRPRISB: The conflict between government participation in the housing market and an independent private enterprise system present one of the major issues for Santa Aha. With the growing concern for the plight of the homo building industry and the national economy, the discussion over housing is nevertheless replete with expressions of fear concerning government participation in increasing housing supply, increasing housing opportunities for all economic segments, and improving the stock of housing. This conflict of goals still presents an issue in most new program proposals being considered. With respect to any proposal, the position taken by an individual within the range of these goals is directly related to his political and economic philosophy. Production incentives are often tempered with protection to "private enterprise,,' meaning those similar operations handled without the benefits of the new program. The degree of federal, state and local participation is weighed against the urgency of the need and the extent of pressure for the proposal from constituents or private or public special interest groups. PROGRAM GOALS V. BUDGET GOALS: Normally, the breadth or authorized volume of any program using appropriated funds must be modified by goals of the City's budget. This is true of any program involving grants, loans or other forms of expenditure. In addition to dollar controls, budget goals may determine the very nature of the program. Budget officials historically have opposed direct loan programs, without regard to the administration in power at any given time, because of their initial budget impact. 000163 I~ODUC'FION GOALS V. CONSIIMF~ PROTECTIONS OR BENEFITS: Normally, consumer protections involve some additional burden on the lender, builder or manager of the housing. For example, builders may object to the existing require- ment that they prepare Environmental Impact Reports, various provisions of the building code, and requirements of the zoning ordinance. Such items may be objected to because they involve red tape and may involve real financial loss to builders. These and many other requirements determine whether a sponsor decides to develop residential units in Santa Ana. To the degree that a builder chooses not to construct in Santa Ana, the addi- tional consumer protection results in the curtailment of housing production. P~ODUCTION GOALS V. EQUAL OPPORTUNITY GOALS: Equal opportunity regulations presemt a good example of conflicting goals in housing policies: the major purpose of subsidy housing programs -- to make more adequate housing avail- able for low or lower income families -- sometimes conflicts with equal opportunity objectives. This is true where equal opportunity guidelines prohibit the location of assisted housing in areas of low income or racial concentrations, even though those concentrated areas might be the ones where there is the greatest need for low and moderate-income housing and might also be the areas where the colm~nity is most willing to accept such assisted housing. As a result of equal opportunity objectives, particularly where implemented by project selection criteria that requires dispersal of low-cost housing, total volt,ne production may be reduced in some areas of Santa Ana. Moreover, if equal opportunity guidelines and regulations should apply only to assisted housing and those regulations add to the red tape already associated with such programs, this is likely to result in costing lenders and builders more time and more money to use the program. As a result, lenders and builders may opt to construct privately financed housing, thereby reducing the volume of housing built in the supported low and moderate-income ranges. PRODUCTION GOALS V. ENVIRON~NTAL QUALITY GOALS: Just as there is a tension between equal opportunity objectives and housing production objectives, so is there tension between environmental quality objectives and housing production objectives. The California ~nvironmental Quality Act of 1970 requires the city to evaluate the environmental impact of all major actions affecting the quality of the environment. To implement the Act, Santa Ana has established rules and regulations for environmental review of all residential projects. As in the case of equal opportunity guidelines, the environmental rules and regulations tend to increase the cost of housing. 000.16 MIBLIC AND POLITICAL ACCEVrANCE V. EFFICIENCY AND COST SAVINGS: In choosing the pregram technique for an established objective, it is not unusual for the choice to be made on the basis of what the affected private sector or what public opinion may accept. This is done even though that may not neces- sarily be the most equitable, efficient or least expensive operation in either the short or long term. For example, ever since 1950, direct federal loan programs for a broad range of housing have been introduced in the Congress and rejected or ignored, a paramount reason being the adverse reaction of private lending institutions. Alternatives that are used include the indirect and more complicated procedures of the government's secondary marketing operations which provide the subsidy but, in addition, a financial yield to private lenders. The highlight of this approach, of course, was the Section 221(d)($) program, where the lender's profit was chiefly through servicing privileges and construction financing opportunities with virtually no private risk. For example, the forms of subsidy which are less overt and visible have often been preferred to direct and identified subsidy payments. Examples include the disguised subsidy provided through the below market mortgage rates uader Section 221(d)(3) and the Government National Mortgage Association Tandem Plans, and the similar subsidy provided by the FHA through its financing arrangements in which the subsidy finally surfaces in the form of an appropriation for restoration of losses incurred by the Rural Housing Insurance Fund. POLITICAL ~RHALITY V. CONSISTENCY: Major inconsistencies in housing legis- lation flow from the known position of the Congress toward benefiting certain groups as compared to others. Direct loans at low interest rates to famers were accepted and non-controversial at an early time when such assistance to low-income families generally was extremely controversial. Similarly, the absence of premiom charges for veterans, plus other benefits, under the VA loan guarantee program represented a special approach for one group only. Implementation The housing problems of Santa Aha will not be solved in the next few years nor will the housing needs of today's population be taken care of over- night. As preceding pages have revealed, housing is a complicated and com- plex set of inter-related matters. To meet the housing demands of the future, the City - in addition to the County, State and Federal government - must prepare long comprehensive programs to deal with construction, employment, NNNI~ poverty, education and the host of other supplemental factors that influence the housing situation. Short Term Plans To help alleviate the imnediate symptoms of the City's housing pro- blems, the following short-term plans are presented. 1. Increase utilization of the Planning Commi.ssion~ the Human ~esources Commission, the ProjectArea Committee and any other housing related citizen's body in dealing with the City's housing needs. Citizen committees are an important part of the planning process in that they act as liaison between citizens and governmental agencies. ~e above mentioned committees shou/d, in addition to their other duties, identify and recomuend to homeowners and local agencies the existing State and Federal programs best suited for local com~anity improvement. A further elaboration of citizen committees' responsibilities is contained in Phase I of the Long Range Program section. 2. _At least 5,617. hop. sing units should be con..structed and/or .r.~habilitated by 1980. Table V-14 indicates a total usable supply in the santa lure market of 59,992 units. The same table indicates a total esti- mated need of 65,069. The difference between these two numbers, 5,617, represents the number of units that should be made available by 1980. Fiscal year ]975-76 guidelines for the rehabilitation and construction of 220 units are contained in the City's Housing Assistance Plan. First-year plans call for the provision of 300 units under the Revised Section 25 Leased Housing Program. Future housing assistance plans will be developed to distribute the Comn~nity Development funds available to the City under the recent ttousing and Community Development Act. In addition, the City will make every effort to entice private developers to construct and/or rehabilitate those housing units in Santa Aha needed to meet the 1980 demand. 3. Institute an effective system for code enforcement, conservation and relocation. The efficient removal of dilapidated' units requires an effective system of relocation and a means to their rights and responsi- bilities. Code enforcement and conservation programs should be. concentrated in those target areas and potential problem areas identified in ~apter VII of this document. 000166 4. Coordinate housin~..-oriented groups and institutions in Santa Aha and Orange County. A coordinated effort on the part of Santa Ama Housing Authority, the Orange County Housing Authority, the Council on Fair Housing and other housing-related agencies will mean achieving goals more rapidly, increasing service to citizens, better use of funds, and a stronger base from which to apply for additional programs. These groups should reply, to a great extent, upon the information contained in this document and the up- ' coming Community Programs for guidance. Long Range Plans These short-term plans cannot stand alone. They must be expanded to provide ho~es for the new households that will be created in the City in the coming decades, as well as those facing future deterioration. The following implementation plans establish a phased assault on the housing preble~ns .in the City. The most important aspect of implementation, however, is citizen participation. It not only provides the necessary impetus and support for housing programs but directs those programs in response to citizen needs as well. The implementation plans also recognize the need for both private and public efforts to combat housing problems if the situation is to be improved. Therefore, these phased plans are an attempt to integrate and coordinate the private and public resources at work in the housing market. Phase I Continued Citizen Involvement Because housing so directly affects individual lives, it is imperative that citizens play a vital role in this planning process. The continued in- volvement of housing-related citizen committees such as the Planning Commis- sion, the Human Resources Commission, the Project Area Con~ittee, etc. will be sought by the City in their attempts to meet housing and con~nunityneeds. The primary responsibilities of these committees will be: 1. to provide information on federal housing grants, financing and distribution programs to those who need it; 2. to keep abreast of City housing conditions; 5. to act as clearinghouses for complaints in regard to sub- standard housing and discriminatory practices; 4. to represent City housing needs to the City Council, Planning Commission and County Board of Supervisors; 000167 S. to contact government and private groups with housing concerns and, when possible, to coordinate their activities; 6. to actively promote their programs and encourage gover~m~ent to seek federal grants to apply to housing needs. Besides these activities, these comnittees should consider overseeing and participating in surveys of housing conditions and establishing working standards for sound, adequate housing. Phase II Conmmity Programs To further ensure that housing concerns and needs become an integral part of the City Planning and management process, the City proposes the development of Commmity Programs based upon those factors that directly affect the quality, type and location of housing in the particular c~,anity under study. The overall objective of the Core, miry Programs will be to achieve a statement of planning guidelines, policies and programs that will result in a well-integrated program of development for the particular district under consideration. The programs will emphasize housing revitalization and seek to create a cc~,m~nity environment conducive to stable housing. This phase of the Housing Plan is to be carried out by the Planning Department task force. Close citizen contact will be maintained throughout the development of each C~ity Program. Phase III The Removal of Dilapidated Units and Rehabilitation of Deteriorating Units Each Community Program will identify those dwelling units in need of rehabilitation and those that are unfit for human occupancy. Because those units determined to be unsuitable for continued hmmn habitation cannot be demolished until they are vacant, an effective program of relocation will be necessary for any plan of total code enforcement to be successful. After the program is well underway and decent housing is available at affordable rates, fewer households will accept substandard units, leaving them vacant and more readily improved or destroyed. Because of the sometimes controversial nature of this program, it is imperative that the various housing groups and agencies in the City of 000168 Santa Aha make every effort to inform residents of their right to decent housing and the means available to them to acquire improved living con- ditions. Phase IV New Construction and Distribution qbe projections of estimated housing need in Table V-14 reveals 10,997 units must be added to the available housing supply if the nmeds of the 1990 population are to be adequately fulfilled. Hopefully, mnch of this need will automatically be taken care of as increased capital accompanies the increasing City population. The needs of lower income groups and residents with specialized housing problems, however, may challenge the productive resources of the market. In adopting this Housing Plan, the City acknowledges respon- sibility for making adequate housing available to all families regardless of any dysfunction of the housing market. Existing citizen conmittees and the Santa Ana Housing Authority can be of great help in securing needed housing. The Housing Authority has the organization and resources necessary to make available needed low income housing. Citizens' groups, such as the Planning Comuission, Human Relations Coumission, the Project Area Conmittee, etc., should inform residents of their rights and opportunities and appeal to developers and housing sponsors to undertake needed projects. Phase V _Updating the Housing Element To keep the housing plans responsive to the needs of City residents, it will be necessary to amend the Housing P. lement periodically. Only in that way will it continue to be a viable document which the City of Santa Aha, various housing agencies and the County can rely upon for guidance and coordi- nation. To accomplish such updating, those established citizen comittees concemted with housing in Santa AUa should submit periodic reports to the City Council and the general public. The City Planning Department and other agencies, having access to housing data, can provide assistance in preparing these reports. The reports would be accompanied by proposed additions and changes to the Housing Plan and would be officially recognized by amending the Housing Element of the Santa Ana General Plan. Conclusion Comparing Santa Ana's housing demand and need projections (contained in Chapter V) with the adopted GrowtJt Policy, the Land Use Element and other 000169 elements of the General Plan, shows that the goals and preliminary programs stated above can be accomplished within the parameters of current City policy direction and growth potential. This Housing Plan is not intended as the final word of the City on housing policy. On the contrary, it is a suggested series of actions designed to improve housing conditions and is meant to be continually reviewed and revised as citizen input increases and the housing situation changes. In any case, it is expected that plans such as these presented here will often meet resistance from people who feel that others are receiving favors at their expense. It must be kept in mind, however, that, unless conditions are improved and needs met, the quality of life in each co~rmlnity will deteriorate for everyone. 00017O INITIAL STUDY (ENAF) NUMBER: ,75-45 DATE: April 17075 PREPARED BY:, _~ITY OF SAI~A ANA PLANNING .DEPARTMENT 20 CIVIC CENTER PLA~A, SARMA ANA, CALIFORNIA COPIES AVAILABLE AT: PLANNING DEPARTMENT 20. Civic Center Plaza Santa Aha, CA 92701 Telephonec 834-4164 PROJECT TITLE/DESCRIPTION= The Housing Element of the General Plan of : the City of Santa Ana, an A~endment ts the Housing Element PROJECT LOCATION/ADDRESS: Ctt~ of Santa Ana~ California. PROJECT AmsE~oR's PARCEL NO. (IF KNOWN): REVIEWING DEPARTMENT: Planning In accordance with the City of Santa Ane's policies regarding tlaplementation of the California Environmental Quality Act of 1970 (specifically Section 21151 of the ·Public Resources Code), the Environmental Impact Evaluator for this department has reviewed the EnviFonmental Assessment Form submitted in guest for Negative Declaration status for the above described project and hereby finds that the proposed project cannot, or will not, have a significant effect on the environment. Neg- , ative Declaratio~ st, ergs is ,therefore ,qr~gted for this pro- ~ect and the submittal of an. Environmental Impact.Re.sort is .thereby not necessary. The granting of Negative Declaration sZatus is based upon the SEE ATTACHED SILENT. %~NDP 2-74 ~ f~o~, ~U~u T0R EXHIBIT "B"