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HomeMy WebLinkAboutagenda.council.regular.20010910 CITY COUNCIL AGENDA September 10, 200'1 5:00 P.M. I. Call to Order I1. Roll Call II1. Scheduled Public Appearances a. Emergency Management Update IV. Citizens Comments & Petitions (Time for any citizen to address Council on issues NOT on the agenda. Please limit your comments to 3 minutes) V. Special Orders of the Day a. Mayor's Comments b. Councilmembers' Comments c. City Manager's Comments d. Council Board Reports VI. Consent Calendar (These matters may be adopted together by a single motion) a. Ordinance #39, 2001 - Code Amendment, Mobile Home Park,~cW~zoV'~=~ b. Supplemental Budget Request - Historic inventory update c.... Ordinance #40. 2001 - Renewed Term of the Commercial Core & Lodging Commission ~d~ Or~dinance # 38, 2001 - Aspen Pitkin County Housing Authority GuidelFnes VII. Public Hearings a. Ordinance #24, 2001 - Code Amendment - Historic Lot Splits, Office Zone [~,,¢ ~ ,~.--~ b. Ordinance #33, 2001 Extension of Historic Inventory Stay.~O4~,...~--(~ c. Ordinance #37, 2001 - Code Amendment - Real Estate TranSfer Tax-~d:¥~ 5-0 d. Ordinance #23, 2001 - Mountain Chalet Lodge Preservation PUD-~6~'p~e.~V.~I~ / VIII. Action Items a. Resolution #89, 2001 - ACRA Marketing Plan Budget ApprOval b. Trolleys ,A-*PP~ ~-"2_ ~*~, "7~oZ.- IX. Information Items X. Executive Session - litigation and potential land purchases Xl. Adjournment Next Regular Meeting September 24, 2001 COUNCIL MEETS AT NOON FOR AN INFORMAL PUBLIC DISCUSSION, BASEMENT MEETING ROOM Council schedules a 15 minutes dinner break around 7 p.m. Meeting Agenda Date: September 10,2001 Agenda Item Title: Activities of the Emergency Management Coordinator Staff Responsible for Item: Cindy Mohat Description of Issue: As required by the Public Safety Council iPSC), the Emergency Management Coordinator is ro go before the Board of County Commissioners twice a year to give an update on activates of the Coordinator and the PSC. Activities are summarized below. Summary of Activities: I. Updated the Airport and Water Treatment disaster plans. 2. Developed and conducted a Ell-scale multi-agency/multi-jurisdictional airport exercise. 3. IDeveloped and conducted a multi-agency tabletop Water Treatment Plant chlorine emergency exercise. Conducted a comprehensive risk analysis of the county for technical, natural and civil disasters. 5. Developed a Basic Pitkin County Disaster Plan. 6. Helped to develop the Regional Emergency Trauma Services Advisory Council's Mass Casualty Incident Response guidelines. 7. Helped ro coordinate the development and organization of the local' Emergency Medical and Trauma Advisory Council. Ongoing Activities: 1. Coordinating the development of Incident Command System (ICS) training. 2. Coordinating the integration, ICS training and participation of the American Red Cross chapter in the Roaring Fork Valley. $. Coordinating the development of a County-wide Response and Recovery Incident Management Groups. 4.. [~eveloplng and coordinating the establishment and activation of the Emergency Alert System with Eagle County. 5. Developing and coordinating planning efforts for evacuation, lock-down and shelter- in-place for school violence and hazardous response protocols for the Aspen School District and local law enforcement. Fostering relationships and disaster plans with the County, Bureau of Water Reclamation and dam owners. 7. Facilitating the training, communications, and agency development regarding Public Safety issues at Public Safety Council meetings. 8. Researching and securing grants for agencies on Public Safety issues. 9. Coordinating, training and liaison with non-profit and for-profit organizations on Public Safety issues during special events. 10. Coordinating and developing training, awareness and preparedness issues with the City of Aspen and Risk Management. t 1. Supporting the Region and State Office of Emergency Management by actively participating in training, conferences and meetings. Future Goals: I. Have a complete Basic Disaster Plan with incident specific.annexes. 2. Continue to foster, planning, ICS training, exercising, and After Action Reviews *o improve response, recovery, preparedness and mitigation efforts in the valley. 3. Continue to be on the leading edge of Emergency Management by active participation in conferences, tra/ming and meetings. MEMORANDUM To: Mayor and City Council THRU: Julie Ann Woods, Coramunity Development DLrector(~~ J0yce Ohlson, Deputy Director ~ FROM: Sarah Oates, City Zoning Officer'~ RE: Change in Residential Mobile Home Park (MHP) Zone District Title Amending Section 26.710.120 - Code Amendment. Public Hearing Resolution No.~? , Series of 2001 DATE: September 10, 2001 APPLICANT: SUMMARY: Smuggler Homeowners Association The Board of Directors for the Smuggler Homeowners Association represents the Smuggler REPRESENTATIVE: Park Subdivision and requests that the title of the Mark P. Hesselschwerdt Residential Mobile Home Park (MHP~ Zone District in the Land Use Code and on the Official ADDRESS: Zone District Map be changed to exclude the Smuggler Mobile Home Park words "Mobile Home Park," renaming the zone P.O. Box 2522 district High Density Residential (R-3). The Aspen, CO 81612 applicant states that the title, Mobile Home Park, ~s ZONING: causing difficulty in th6 refinancing of homes Residential Mobile Home Park (MHP) located in the Smuggler Mobile Home Park. Owners are finding it difficult to borrow large CURRENT LAND USE: amounts of money for a mobile home and for a Single Family Residential Mobile small lot in Aspen. The applicants feel that the Home Park name of the zone district itself serves as an impediment. PROPOSED LAND USE: Single Family Residential Staff would like ro note that this is a title change and not a change in the district development standards. Amendment to the Land Use Code and Official Zone District Map ~ To determine if the application meets the standards for an amendment to the code text or official zone district map } Planning Commission makes a recommendation to City Council P5 Review In reviewing an amendment to the text of this Title or an amendment to the official zone district map, the City Council and the Planning and Zoning Commission shall consider: A. Whether the proposed amendment is in.conflict with any applicable portions of this Title. ~ Sta££Findin~: (> The changes regarding the proposed zone district title amendment would be made .throughout Title 26. In that the development standards are not proposed for amendment, no conflict is created in that regard. B. Whether the proposed amendment is consistent with all elements of the Aspen Area Community Plan. )~ Staff Finding: o The change in title would not be inconsistent with the elements of the Aspen Area Community Plan. Mobile home parks would still be an allowable residential use within the R- 3 district. C. Whether the proposed amendment is compatible with surrounding zone districts and land uses, considering existing [and use and neighborhood characteristics. ~ Staff Finding: o The proposed amendment is compatible with the surrounding zone districts and land uses, and will not change the characteristics of the neighborhood. The land use pattern will not change, us the specific dimensional standards for the zone district will not be affected. D. The effect of the proposed amendment on traffic generation and road safety. ~ Staff Finding: Therewillbenoeffectornegativeimpactsofthisproposed amendment on traffic generation and road safety. E. Whether and the extent to which the proposed amendment would result in demands on public facilities, and whether and the extent to which the proposed amendment would exceed the capacity of such public facilities, including but not limited to transportation facilities, sewage facilities, water supply, parks, dra'mage, schools, and emergency medical facilities. 2 Staff Findin~: This is only a title change and has nothing to do with any type of development regarding public facilities and will not change any district standards. F Whether the extent to which the proposed amendment would result in significantly adverse impacts on the natural environment. Staff Finding: The title change will not affect the district standards. The standard remains the same and continues to have no impacts on the natural environment. G. Whether the proposed amendment is consistent and compatible with the community character in the City of Aspen. Sta££ Finding: Considering this is only a change of the title to the mobile home park, it will continue to remain consistent and compatible with the community character in the City of Aspen. H. Whether there have been changed conditions affecting the subject parcel or the surrounding neighborhood which support the proposed amendment. Staff Finding: There are not changes in the condition'of the parcel or neighborhood. I. Whether the proposed amendment would be in conflict with the public interest and whether it is in harmony with the purpose and intent of this Title. Staff Finding: The purpose and intent of this amendment continues to remain consistent with the original intent of the Residential .Mobile Home Park (MHPJ Zone District and therefore continues to remain consistent with this Title. Staff has amended all the sections in the Aspen Land Use Code Title 26 that referenced the Residential Mobile Home Park (MHP) Zone District. The sections are stated below with the old language having a "strike out" through it and the new language documented in italics, as follows. 3 P7 Section 26.104.100 Definitions Original text: Mobile Home Park. A p~cel or ~ea of l~d P~k) upon which two or more mobile homes, occupied or intended to be occupied for a dwelling, are located for ~y period of time, reg~dless of whe~er or not a ch~ge is made for such acco~odations, ~d whe~er or not ~e mobile homes ~or l~d owned by ~e occup~ts. New text: Mobile home p~k. A p~cel or ~ea of l~d upon which ~o or more mobile homes, occupied or intended to be occupied for a dwelling, ~e locaed for ~y pe~od of time, regardless ofwhe~er or nor a ch~ge is made for such accommodations, ~d whe~er or not ~e mobile homes ~or l~d ~e owned by the occupants. 26.710.120 Zone Districts Original text: 26.710.120 .V~o;~.+;~ ~.,.;~ ~^,~ ~t- a~m New text: 26.710.120 High Density Residential (R-3) 26.710.120(A) Original text: A. Purpose. The pm'pose of the Re ............................ ~ ...... , zone district is to provide for the use of land to locate manufactured housing for intensive long-term residential purposes, with customary accessory uses and less intensive offic uses. Recreational and institutional uses customarily found in proximity to residential uses are included as conditional uses. The .... i ..... i~ ~";'~ ~J^"'~ ~.v r~um zone district shall be located in areas where the effect on surrounding property shall be minimized, where the health, safety and general welfare of Residential 5Zcb;.!e Home ~.,. rx~um zone district residents and others will be protected and where the topography is suitable for the permitted uses and conditional uses allowed in the r~o;.~+;~, ~^,.;,~ u^.~ ~t. tx,turn zone district 4 P8 26.710.120(A) New text: A. Purpose. The purpose of the High Density Residential (R-3) zone district is to provide for the use af land to locate manufactured housing for intensive long-term residential purposes, with customary accessory uses and less intensive office uses. Recreational and institutional uses customarily found in proximity ro residential uses are included as conditional uses. The High Density Residential rR-3) zone district shall be located in areas where the effect on surrounding property shall be minimized, where the health, safety and general welfare of High Density Residential rR-3) zone district residents and others will be protected and where the topography is suitable for the permitted uses and conditional uses allowed in the High Density Residential (R-3) zone district. 26.710.120 (B) Original text: B. Permitted uses. The following uses are permitted as of right in the P. es~enti~ t,,~..~.:~ u^..~ r,~.~, rx~um zone district: New text: B. Permitted uses. The following uses are permitted as of right in the High Density Residential (R-3) zone district: 26.710.120 (C) .Original text: C. Conditional uses. The following uses are permitted as conditional uses in the ~>~o;~.~,:~ ~:~ rJ^.~ ~. rx~xJm zone district, subjec~ to ~e st~d~ds ~d procedures established in Chapter 26.425: New text: C. Condition~ uses. The following uses ~e peri,ed as condition~ uses in ~e High Densi~ Residential (R-3) zone dis~ict, subject to the st~d~ds ~d procedures established in Chapter 26.425: 5 P9 26.710.120 (D) Original text: D. Dimensional requirements. The following dimensional requirements shall apply to all permitted and conditional uses in the Residential Mobile Home Park zx~rzm zone district: New text: D. Dimensional reqmrements. The following dimensional requirements shall apply to all permitted and conditional uses in the High Density Residential rR-3) zone district: Staff concludes that the request to change the existing title of Residential Mobile Home Park (MHP) Zone District to High Density Residential (R-3) has been reviewed per Section 26.310.040 Standards of Review. The change in title has no adverse impacts and will benefit the homeowners located in the Smuggler Mobile Home Park and decrease the difficulty in obtaining financing for their homes. STAFF RECOMMENDATIONS Staff recommends approval of the Code Amendment to Section 26.710.120 that will change the title of the Residential Mobile Home Park Zone District (MHP) to High Density Residential (R-3) Zone District. Recommended Motion: "I move to approve Ordinance No. Series of 2001, approving a Code Amendment that will change the Residential Mobile Home (MHP) Park Zone District title to High Density Residential (R-3) and making the associated revisions to the code text where a reference is made to the new title, finding that the standards of review have been met." CITY MANAGER'S COMMENTS: c:\homeksaraho' vlanning\codeamendments\mhpraemo I ce.doc 6 P10 ORDINANCE N0.~ 39 (SERIES OF 2001) A ORDINANCE OF THE CITY OF ASPEN CITY COUNCIL APPROVING A CODE AMENDMENT TO CHANGETHE TITLE OF THE RESIDENTIAL MOBILE HOME PARK (MHP) ZONE DISTRICT TO HIGH DENSITY RESIDENTIAL (R-3) SECTION 26.104.100, DEFINITIONS, SECTION 25.710.120, RESIDENTIAL MOBILE HOME PARK (MHP) AND ALL ASSOCIATED SECTIONS INCLUDING 26.710.120(A), PURPOSE, 26.710.120(B), PERMITTED USES, 26.710.120(C), CONDITIONAL USES AND 26.710.120(D) DIMENSIONAL REQUIREMENTS, CITY OF ASPEN, PITKIN COUNTY, COLORADO. WHEREAS, the Community Development Departmem received an application from Smuggler Homeowners Association applicants, represented by Mark P. Hesselschwerdt, requesting a code amendment to change the title of the Residential Mobile Home Park (MHP) Zone District to High Density Residential (R-3); and WHEREAS, pursuant to Sections 26.310.040, the City Council, in accordance with the procedures, standards, and limitations of this Chapter, shall by ordinance approve, approve with conditions, or deny a Code Amendment application for Amendment to the Land Use Code and Official Zone District Map, after recommendation by the Community Development Department and Planning and Zoning Commission pursuant to Section 26.430.020; and, WHEREAS, the Community Development Department reviewed the Code Amendment application for a change in title for the Residential Mobile Home Park (MHP) Zone District pursuant to Section 26.310.040 and recommended approval; and, WHEREAS, during a public hearing on August 21, 2001, the Planning and Zoning Commission recommended, by a seven to zero ( 7 - 0 ) vote, the City Council approve the amendments to Section 26.104.100, Definitions, "Mobile Home Park," and Section 26.710.120, Zone Districts, Residential Mobile Home Park (MHP) as proposed by the Community Development Department. WHEREAS, the City Council conducted a public hearing, considered the recommendation of the Community Development Director and took public testimony for a Code Amendment that would change the title of the Residential Mobile Home Park (MHP) Zone District to be renamed High Density Residential (R-3); and, WHEREAS, the City Council finds that the Code Amendment proposal meets or exceeds all applicable amendment standards and that the approval of the Code Amendment, is consistent with the goals and elements of the Aspen Area Community Plan; and, WHEREAS, the City Council finds that this Ordinance furthers and is necessary for the promotion of public health, safety, and welfare. Pll NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL as follows: Section 1 Pursuant to the procedures and standards set forth in Title 26 of the Aspen Municipal Code, the Code Amendment application for a change in title of the Residential Mobile Home Park IMHP) Zone District to High Density Residential (R-3) and associated sections is approved as noted below: Section 26.104.100: Mobile home park. A parcel or area of land upon which two or more mobile homes, occupied or intended to be occupied for a dwelling, are located for any period of time, regardless of whether or not a change is made for such accomm6dations, and whether or not the mobile homes and~or land are owned by the occupants. Section 26.710.120: High Density Residential (R-3) Section 26.710.120(A): Purpose. The purpose of the High Density Residential (R-3) zone district is to provide for the use of land to locate manufactured housing for intensive long4erm residential purposes, with customary accessory uses and less intensive office uses. Recreational and institutional uses customarily found in proximity m residential uses are included as conditional uses. The High Density Residential (R-3) zone district shall be located in areas where the effect on surrounding property shall be minimized, where the health, safety and general .welfare of High Density Residential IR-3) zone district residents and others will be protected and ~vhere the topography is suitable for the permitted uses and conditional uses allowed in the High Density Residential (R-3) zone district. Section 26.710.120(B): Permitted uses. The following uses are permitted as of right in the High Density Residential (R-3) zone district: Section 26.710.120(C): Conditional uses. The following uses are permitted as conditional uses in the High Density Residential (R-3) zone district, subject to the standards and procedures established in Chapter 26.425: Section 26.710.120(D): Dimensional requirements. The following dimensional requirements shall apply to all permitted and conditional uses m the High Density Residential (R-3) zone district: Section 2: All material representations and commitmems made by the applicant pursuant to the'Code Arhendment approval as herein awarded, whether in public hearing or documentation P12 presented before the Planning and Zoning Commission or City Council, are hereby incorporated in such Code Amendment approvals and the same shall be complied with as if fully set forth herein, unless amended by an authorized entity. Section 3: This Ordinance shall not effect any existing litigation and shall not operate as an abatement of any action or proceeding now pending under or by virtue of the ordinances repealed or amended as herein provided, and the same shall be conducted and concluded under such prior ordinances. Section 4: If any section, subsection, sentence, clause, phrase, or portion of this Ordinance is for any reason held invalid or unconstitutional in a court of competent jurisdiction, such port~on shall be deemed a separate,' distinct and independent provision and shall not affect the validity of the remaining portions thereof. Approved by the Council at its regular meeting on October 9, 2001. APPROVED AS TO FORM: CITY COUNCIL: City Attorney Helen Kalin Klanderufl, Mayor ATTEST: Kathryn Koch, City Clerk P13 MEMORANDUM TO: Mayor Klanderud and City Council FROM: Julie Ann Woods, Community Development Director~/ CC: Finance Department RE: 2001 Supplemental Budget Request DATE: September 10, 2001 Summary: The Community Development Department requests Council approval of a $19,950 supplemental allocation for additional work related to the update of the "Inventory of Historic Sites and Structures" and revisions to the Historic Preservation Program. The Department currently has approximately $36,000 available for Land Use Code amendments, a portion of which we propose to use to complete this important p~ece of work. If Council approves this supplemental, it is likely that a subsequent request for funds to revamp the Land Use Code will occur in the future. Background and Discussion: Previously, Council approved a supplemental budget request for $37,250 to contract with Debbie Abele in regard to the City's historic Inventory. Over the course of several months, Ms. Abele has helped the HPC develop an objective new system for evaluating properties for inclusion on the inventory and a more fair designation process, completed a thorough review of our existing historic preservation ordinance and forwarded recommendations for proposed changes, produced a list of incentives for property owners through which the City can demonstrate its support for private sector preservation efforts, and assisted the Planning Office in a series of outreach meetings, lectures, and tours. There have been 15 public events over the course of the summer to give the community more information about the effort underway and to provide more opportunity for input. In addition to the activities detailed above, Ms. Abele's current comract entails a third party evaluation of the post-World War II properties that had been identified by the staff as historically significant. This evaluation will be handled in a manner that is consistent with the decision making framework that has been discussed in public meetings, which will soon be presented for adoption. Substantial progress has been made with Ms. Abele's assistance, and, as evidenced bythe very successful Community Forum on August 18th, there is apparently a significant improvemem in the community's confidence in the ideas that have been presented. We are very close to ironing out the final details of what will be a model program that we are hopeful will meet all parties' goals. P15 Much of the recent successes can be attributed to Ms. Abele's expertise, and her ability to produce the work needed in a quick and high quality manner. The expectation of the public is that the ordinance, incentives, and inventory review process will be in place by the end of the year. an ambitious timeframe that staff is concerned may only be achieved by continuing the consultant's role. To that end, we propose an additional scope of work ' that wiF~ entail the implementation of the changes to the program, including preparing the ordinance for review by HPC and P&Z and adoption by Council, further development and adoption of the new incentives package, crafting of an appeal provision based on economic hardship, additional interaction between Ms. Abete and City boards and the public, and other needed activities to have the new program in place by the end of the year. The estimated budget is as follows: Professional fees: To include all of Ms. Abele's time working on the project. $I4,400 Subcontractor .fees: Ms. Abete has previously been assisted by Grady Gammage, an attorney with preservation experience on the National level, in the review of our ordinance. She also proposes to consult with some of the leading experts in preservation economics in drafting the economic hardship provision. $2,500 Travel expenses: Ms. Abele and Mr. Gammage would attend a joint worksession with Council, P&Z, and HPC, tentatively scheduled for Oct. 16th. Ms. Abele would be in Aspen in November to coordinate with staff and complete research, and Ms. Abele would attend the final public hearing in front of Council in December. $3,050 TOTAL SUPPLEMENTAL BUDGET REQI~ES_T: Not to exceed $19,950 (contingency funds included). Alternatives: The City has been discussing a monetary settlement to resolve the Schelling matter at 213 W. Bleeker. A portion of that money could be earmarked to reimburse the General Fund for the supplemental budget requests related to the inventory if desired by Council. P16 MEMORANDUM TO: Mayor and Council THRU: Steve Barwick, City Manager THRU: John Worcester, City Attorney THRU: Kathy Strickland, City Clerk Assigned to CCLC FROM: David Hoefer, Assistant City Attorney DATE: August 29, 2001 RE: An Ordinance Approving a Renewed Term of Operation for the Commercial Core and ~Lodging Commission SUMMARY AND BACKGROUND: The proposed ordinance would renew the renn of operation for the Commercial Core and Lodging Commission/CCLC) until December 31, 2006. The ordinance further describes the composition, term and qualifications of Commission members, their powers, and duties, provides for appeals by persons aggrieved by actions of the Commission, and establishes roles of procedure to be followed by the Commission in the exercise of its functions. At the request of the City Clerk's Office, the term for a member has been changed from two years ro three years. This apparently would bring the CCLC into conformity with other citizen :ommissmns. FINANCIAL IMPLICATION: None beyond current staffing levels. RECOMMENDATION: Staffrecommends approval of the proposed ordinance. PROPOSED MOTION: Staffrecommends the following motion: "I move to approve Ordinance V.O, Series of 2001, which renews the term of operation for the Commercial Core and Lodging Commission." CITY MANAGER COMMENTS: P17 ORDINANCE NO. ~ (Series of 2001) AN ORDINANCE APPROVING A RENEWED TERM OF OPERATION FOR THE COMMERCIAL CORE AND LODGING COMMISSION UNTIL DECEMBER 31, 2006, DESCRIBING THE COMPOSITION, TERM AND QUALIFICATIONS OF COMMISSION MEMBERS, THEIR POWERS, AND DUTIES; PROVIDING FOR APPEALS BY PERSONS AGGRIEVED BY ACTIONS OF THE COMMERCIAL CORE AND LODGING COMMISSION AND ESTABLISHING RULES OF. PROCEDURE TO BE FOLLOWED BY THE COMMERCIAL CORE AND LODGING COMMISSION IN EXERCISING IT'S FUNCTIONS. WHEREAS, the City Council established the Commercial Core and Lodging Commission by Ordinance No. 1 (Series of 19815 which ordinance was amended by Ordinance No. 56 (Series of 1981); and WHEREAS, the Commercial Core and Lodging Commission term was originally set to expire on December 31, 1985, and was extended by Ordinance No. 24 (Series of 1986), to December 31; 1991; and WHEREAS, by Ordinance No. (Series of 1988), the Commission's geographic area of concern was changed and an alternate member was added to the composition of the Commission; and WHEREAS, the Commemial Core and Lodging Commission term was further extended by Ordinance 49 (Series of 1991); and WHEREAS, the City Council desires to re-establish the Commemial Core and Lodging Commission for a period of five (5) years, and to define and establish the geographic area that the Commercial Core and Lodging Commission should address as that area bounded by Dean Street; Monarch Street; Spring Street: the Lodge and Lodge 1 Zones at the base of Aspen Mountatn; and that portion of the Ute Avenue area that is primarily devoted to lodging; and WHEREAS, the City Council desires to add a second alternate member. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF ASPEN, COLORADO, THAT: P18 Section 1. F,~tahl~hrnent nfCnmrni~inn That there is hereb~y established the Commercial Core and Lodging Commission for the City of Aspen, Colorado, for a term ending on December 31,2006. Nothing herein shall prevent the re-establishment of said Commission on or after December 31,2006, by appropriate action of the City Council at its election. Section 2. (2r~rnpa~qidan~ Term~ Qnalific~*ion The Commission shall be constituted as follows: (a) The Commercial Core and Lodging Commission shall consist of five (5) members and two alternates who shall serve a term of three (3) years (although there shall be no restraint on the number of terms any members may serve). Alternates shall vote only in the absence ora regular member and when appointed, an alternate shall be designated as acting for the absent member. (b) All original appointments shall be for a period of three (3) years (or the balance of the term of the Commission, whichever is less), and made by the City Council. Nothing herein shall be construed to constitute an extension of the term of the Commission beyond that provided in Sectfon 1 hereo£ (c) All members of the Commission shall serve at the pleasure of the City Council and may be removed by a majority vote of the whole City Council. There shall be no restraint upon the number of terms any member of the commission may serve. (d) No member of the City Council, Mayor, City Employee, not any appointed officials shall serve an the Commercial Core and Lodging Commission. (e) There shall be imposed no age or residency requirement for membership on the Commercial Core and Lodging Commission, nor shall candidates for appointment be required to be qualified electors. P19 Section 3, Powers and Dntle~ The Commercial Core and Lodging Commission shall have the following powers and duties, all of which shall be exercised subject to the laws of the state and municipality, with appropriate conditions and safeguards, and in accordance with the public interest and the most beneficial development of the Aspen Commercial Core and Lodging Area: (a) To advise and recommend further development and implementation of plans and programs for the Commercial Core and Lodging Area such as cimulation, parking, sidewalks, landscaping, lighting, signing, graphics, alley improvements, public transit, and improvement to existing mail areas; (b) 1~o develop and recommend methods of funding the above plans and programs, by, for example,, exploring and considering special assessment districts, local matching fund programs, capital improvement fund programs and state and federal grant programs; (c) To develop incentives for participation in and implementation of Commercial Core and ,Lodging Area programs; (d) To develop and review programs that various groups may sponsor to promote the Commercial Core and Lodging Area as a whole; (e) Upon referral by the City Council, to review and recommend approval or disapproval of special uses and programs using downtown streets, sidewalks or mails; (f) To recommend to the City Council such new legislation as it may deem in harmony with its function and the matters given to it for administration, and also to recommend revisions of existing legislation affecting the Commercial Core and Lodging Area's condition, development and administration, as it shall deem advisable for the protection of the public health, safety and welfare; (g) To perform such other duties as the City Council may form time to time by ordinance or otherwise impose upon it. Section 4. Appeals Any person aggrieved by any action of the Commercial Core and Lodging Commission may appeal such decision or order to the City Council with thirty (30) days 3 P20 from the date of the decision or order appealed from. An appeal is perfected by filing notice thereof with the City Clerk. Such notice shall contain an appropriate reverence to the decision or order appealed from, and duplicate copy of the same shall be forwarded by the City Clerk to the Chairman of the Commercial Core and Lodging Commission. If the City Council fails to provide the remedy prayed for, or any person is otherwise aggrieved by the action of the City Council on appeal, such person may appeal the action within thirty (30) days thereof in a court of record of competent jurisdiction. Review shall not be extended further than to determine whether the Commercial Core and Lodging Commission or City Council has exceeded its jurisdiction or abused its discretion. Section 5. Rule~ oqPmeaclnre A quorum for the transaction of business of the Commission shall consist of three (3) of the members. The Commission shall establish regular meetings and special meetings may be called by the Secretary of the Commission on the request of the Chairman or any two members, on at least twenty-four (24) hours written notice to each member of the Commission provided that a special meeting may be held on shorter notice if all members of the Commission are present or have waived notice thereof. NO business shall be transacted at any special meeting unless it has been stated in the notice of such meeting. All regular and special meetings of the Commission shall be open to the public except for executive Iclosed door) meetings as may be permitted by law. Citizens shall have a reasonable opportunity to be heard and all minutes and other records of action s of the Commission shall be made available to the public. The Commission shall adopt by-laws for the conduct of its business not inconsistent with the ordinance and shall adopt such rules of procedure as it deems necessary. Section 6. ,qeve, mhillty If any section, subsection, sentence, clause, phrase or portion of this ordinance is for any mason held invalid or unconstitutional in a court of competent jurisdiction, such portion shall be deemed a separate, distinct and independent provision and shall not affect the validity of the remaining portion thereof. P21 Section 7. Public l-leafing A public hearing on the ordinance shall be held on the ~C! day of _.b~ 7~ 200 i, in the City Council Chambers, Aspen City Hall, Aspen, [t ' Colorado. INTRODUCED, READ AND ORDERED PUBLISHED as provided by law by the City Council of the City of Aspen on the day of ,2001. Helen Kalin Klanderud, Mayor ATTEST: Kathryn S. Koch, City Clerk FINALLY adopted, passed and approved this .. day of ,2001 Helen Kalin Klanderud, Mayor ATTEST: Kathryn S. Koch, City Clerk CJK-08 29/2001-G: Davld COREordinances.doc 5 P22 MEMORANDUM TO: Mayor and Council THRU: Julie Ann Woods, Community Development Director Joyce Ohlson, Deputy Planning Director FROM: Amy Guthrie, Historic Preservation Officer RE: Code Amendment to Section 26.480.030, Subdivision Exemptions, and Section 26.710.180, Office Zone District, Second Reading of Ordinance #24, Series of 2001 (continued from August 27, 2001) DATE: September I0, 2001 SUMMARY: The Community Development Department has received an application requesting a code amendment to extend the Historic Landmark Lot Split program, currently only available in two residential zone districts (R-6 and R-15A), to the Office zone district. The area of town that will be affected by the amendment is Main Street, from 7~ Street to Monarch Street. By way of explanation of the historic landmark lot split program, each zone district in Aspen has a minimum lot size assigned to it. Anyone subdi~,iding a properly must adhere to that minimum, except for landmarks, which may create smal-ler lots. Development rights and floor area are not increased in any way; an owner is simply allowed to sell off part of the land in a fee snnple, rather than condominium transaction. Fee simple ownership is perceived to be more valuable, and this program has been very successful for our historic preservation efforts. Staff, HPC, and the Planning and Zoning Commission recommend Council approve the code amendment. For your information, photographs of the properties potentially affected are attached to this memo. Please note that staff has added clarification to the language below regarding the way that floor area will be determined for these projects. Because floor area in the Office Zone District is based on the specific use of the parcel (i.e. residential vs. commemial), it is a somewhat more complex issue than in the zone districts that currently allow the historic landmark lot split and have just one floor area scale. ISSUES FROM FIRST READING- Staff has also made the amendment requested by Council striking the reference to providing an '~Accessory Dwelling Unit" when mitigation is required and instead referring the reader to the menu of options provided in the Growth Management chapter of the Land Use Code, which includes providing an ADU or cash-in-lieu paymem. Staff is currently drafting amendments to the ADU I P23 program, based on Council's direction,to more specifically detail the circumstances under which an ADU, rather than payment in lieu, will be allowed. In response to other comments at First Reading, and following the recent discussion on the 515 Gillesp~e project and the confusion about how a floor area bonus may be used on a lot split project, staff has adjusted that language below, under the Subdivision exemption standards. In regard to Councilman Paulson's concerns about how this amendment may affect the work underway on the Historic Preservation Program, it is the staff's feeling that this is the type of incentive that is likely to be brought forward for other zone districts in the future, and it is an incentive that the majority of the HPC members support. Further, this approach moves us further toward reaching our infill goals as stated in the AACP. APPLICANT: Scott and Caroline MacDonald, represented by Bob Starodoj. LAND USE CODE AMENDMENT PROCEDURE: Pursuant to Section 26.310.020, Procedure for Amendment, a development application for an amendment to the text of the Municipal Code shall be reviewed and recommended for approval, approval with conditions, or disapproval by the Planning Director and then by the Planning and Zoning Commission at a public hearing, and then approved, approved with conditions, or disapproved by the City Council ar a public hearing. PROPOSED AMENDMENT: The application is to amend Section 26.480.030 and Section 26.710.180 to read as follows, with text to be eliminated s~zken Jet and text to be added underlined: Section 26.480.030(A)(4) addresses the types of development eligible for subdivision exemptions. Please note that staff has included corrections ro citations in this passage that were not fixed during the most recent update of the Land Use Code. Section 26.480.030(A)(4), Subdivision Exemptions 4. Historic Landmark Lot Split. The split of a lot that is a designated historic landmark for the development of one new single-family dwelling, or for commercial development in the O, Office zone district." The Historic Landmark Lot Split shall meet the reqmrements of section 26.88.030(A)(2) 26.480.030(A)(2) and(4), section 26.100.050~)(2)(e) 26.470.070(C) for residential development ,or (D) for commercial development and section 25.72.0JO(G) 26.415.010(D) of this Code, and the .following standards: a. The original parcel shall be a minimum of nine thousand (9, 000) square feet in size and be located in the R-6 zone district or O. Office zone district, or a minimum of thirteen thousand "13,000) square .feet and be located in the R~15A zone district. 2 P24 b. In the R-6 and R-15A zone districts, the total FAR for both residences shall not exceed the floor area allowed for a duplex on the original parcet The total FAR for each lot shall be noted on the Subdivision Exemption Plat. In the Office zone district, the following shall apply to the calculation of maximum floor area for lots created through the historic landmark lot split. Note that the total FAR shall not be stated on the Subdivision Exemption Plat because the floor area will be affected by the use established on the property: If all buildings on what was the fathering parcel remain wholly residential in use the maximum floor area will be as stated in the R-6 zone district. If any portion of a building on a lot created by the historic landmark lot split is in commercial/office use. then the allowed floor area for that lot shall be the .floor area allowed/'or all uses other than residential in the zone district. If the adjacent parcel created by the lot split remains wholly in residential use, then the .floor area on that parcel shall be limited to the maximum allowed on a lot of its size for residential use according to the R-6 standards.. If there is commercial/office use on both newly created lots, the maximum floor area for all uses other than residential in the zone district will be applied c. The proposed development meets all dimensional requirements of the underlying zone district, r, rnr, .... ; ....... ,~ ~ ............. 7, ..... ;,,,,~ ~ ,~ ...... ~ ................................... unless vartances or bonuses are approved b~ the HPC. The proposed amendment to section 26.710.180 is as follows: 26.710.180 Office (0). A. Purpose. The purpose of the Office (0) zone district is .to provide ,For the establishment of offices and associated commercial uses in such a way as to preserve the visual scale and character of former residential areas that now are adjacent ro commercial and business areas, and commercial uses along Main Street and other high volume thoroughfares. B Permitted uses. The following uses are ,permitted as of right in the Office (0) zone district: 1. Detached residential dwellings, multi-family dWellings; 2. Professional business offices; 3 P25 3. Accessory residential dwellings restricted to affordable housing guidelines; 4. Home occupations; 5. Group homes; 6. Accessory buildings and uses; 7. Dormitory; and 8. A mixed-use ,building(s) comprised of a residential dwelling unit and permitted and conditional uses in the Office (0) zone district so long as such conditional use has been approved subject to the standards and procedures established in Chapter 26.425; and 9. Accessory dwelling units meeting the provisions of Section 26.520. 040. J O. Two detached residential dwellings on a 9, 000 square foot lot containing a historic landmark, with mitigatio;~ for the units to be provided according to Section 26.470. 070. B, Growth Management Exemptions. C. Conditional uses. The following uses are permitted as in the Office (0) zone district, subject to the standards and procedures established in Chapter 26. 425: 1. Only for those structures that have received historic landmark designation: antique store, art studio, bakery, bed and breakfast, boarding house, bookstore, broadcasting station, church, dance studio, florist, fraternal lodge, furniture store, mortuary, music store (for the sale of musical instruments?, music studio, restaurant, shop craft industry, visual art&gallery; provided, however, that (ad no more than two (2) such conditional uses shall be allowed in each structure, and (b) off-street parking is provided, with alley access for those conditional uses along Main Street; 2 Duplex residential dwelling, of :;,hich she 'anit shall be restricted es xhell ~ ~ ...... ~ ......... ;~-~fo, .... each ..... ;' , with mitigation for the units to be provided according to Section 26.470.070. B, Growth Management Exemptions. 3. Two (2) detached residential dwellings or a duplex on a lot contmning a historic landmark with a minimum area of 6, 000 square fe~t, of ::'hich~..~ ...... ~.,...;' ~,,-,,-h~;; ~- 4 P26 ......... ,, ......... o .............. ~' ....... ~ ..... h zm~t, , with mitigation for the units to be provided according to Section 26. 470.070. B. Growth Management Exemptions. 4. Child care center; 5. Commercial parking lot or parking structure that is independent of required of J~-.street parking, provided that it is not located abutting Main Street; 6. Health and fitness facility; and 7. Lodge units and lodge units with kitchens. D Dimensional requirements. The following dimensional requirements shall apply ro all permitted and conditional uses in the Office (0) zone district: 1. Minimum lot size (square feet): 6,000. For lots created bp Section 26. 480. 030 Historic Landmark Lot Split: $, 000. 2.Minimum lot area per dwelling unit (square feet): a. Detached residential dwelling: 6, 000. b Duplex: $ O00per unit. c. Multi-family dwellings on lot between 6, 000 and 9, 000 square feet: Studio.. 1, 000. ! bedroom; 1.200. 2 bedroom: 2, 000. 3 bedroom: 3, 000. 3+ bedrooms: One (I) bedroom per 1,000 square feet of lot area. d Multi-family dwellings on lot of more than 9, 000 square feet: Studio: 1, 000. 1 bedroom; 1,250. 2 bedroom: 2,100. 3 bedroom: 3,630 3+ bedrooms: One (I) bedroom per 1, 000 square feet of lot area. Multi-family dwellings on a lot of 27,000 square feet or less, when at least fifiy percent (50%) of the units built on-site are restricted as affordable housing: Studio: 500. 1 bedroom: 600. 2 bedroom: l,O00. 5 P27 3 bedroom: 1.500. 3+ bedrooms: One (1) bedroom per 500 square feet of lot area. f. Multi-family dwellings on a lot of 27,000 square feet or less. when one hundred percent (100%) of the units built on-site are restricted as affordable housing: Studio: 300. 1 bedroom: 400. 2 bedroom: 800. 3 bedroom: 1.200. 3+ bedrooms: One (1) bedroom per 400 square feet of lot area. 3. Minimum lot width (feeO: 60. For lots created by Section 26.480.030, Historic Landmark Lot Split: 30. The amendments to this section include allowing two detached homes on a 9,000 square foot lot as a permitted use. Currently, two detached houses are allowed as a conditional use for landmark lots as small as 6,000 Srluare feet. The new permitted use is an incentive for historic preservation and is consistent with what is allowed in the neighboring R-6 zone district. This section is also amended to allow lots created by the landmark lot split program to be as small as 3,000 square feet, also consistent with the way lot splits are addressed in the residential zone districts. REVIEW STANDARDS: Chapter 26.310, Amendments To The Land Use Code And Official Zone District Map, at Section 26.314.040 provides nine (A-I) standards for City Council and the Planning and Zoning Commission's review of proposed amendments to the text of the Land Use Code. These standards, and staff's evaluation of the amendment relative to them, are provided below. A. Whether the proposed amendment is in conflict with any applicable portions of this title. RESPONSE: Historic Landmark Lot Splits are currently allowed in two residential zone districts; R-6 and R-15A. The goal of the lot split is ro divide the mass that could be added onto a historic building into two or more s~rucmres. The office zone district, the subject of this code amendment, is primarily located along Main Street, and there are four or five parcels that would likely be affected by this application. The goal of dividing up the allowed floor area is as beneficial in the Main Street neighborhood as it is in the neighborhoods where the lot split program currently exists. As pan of this code amendment, language in the subdivision exemption and growth management exemption standards that states that the lot split is granted for the purpose of creating one additional single family dwelling, which would be an obstacle to commercial office developmem on lot splits on Main Street, has been removed. Within the Office zone district, subdivision of a historic landmark property will be allowed for any use, commercial or residential. 6 P28 Staff and the review boards fred that there is no negative effect from this code amendment and that it is in keeping with other stated goals and purposes in the Land Use Code. It creates no change to development rights, only an option for fee simple ownership rather than condominiumization, which has been viewed as an important historic preservation incentive. Staff finds that this standard is met. B. Whether the proposed amendment is consistent with all elements of the Aspen Area Comprehensive Plan, RESPONSE: The Aspen Area Community Plan encourages infill development within the historic townsite. It also encourages efforts to maintain an active, mixed use character along Main Street and calls for the extension of the historic landmark lot split program ro additional zone districts. Staff finds that this standard is met. C. Whether the proposed amendment is compatible with surrounding zone districts and land uses, considering existing land uses and neighborhood characteristics. RESPONSE: The proposed amendment does not create new land uses, and does not specifically increase density since a duplex or two detached houses are already allowed on a 6,000 square foot lot in the office zone district as a conditional use. Stafffinds that this standard is met. D. The effect of the proposed amendment on traffic generation and road safety. RESPONSE: The proposed code amendment is not anticipated to have any effect on traffic generation or road safety because, as stated above, the density is already envisioned in the zone district regnlations. Staff finds that this standard is met. E. Whether and theextent to which the proposed amendment would result in demands on public facilities, and whether and the extent to which the proposed amendment would exceed the capacity of such public facilities, including but not limited to transportation facilities, sewage facilities, water supply, parks, drainage, schools, and emergency medical facilities. RESPONSE: The proposed code amendment is not anticipated to have any additional effect on infrastructure or in£rastructure capacities. Staff finds that this standard is met. F. Whether and the extent to which the proposed amendment would result in significantly adverse impacts on the natural environment. RESPONSE: The proposed code amendment is not anticipated to have a negative effect on the natural enviroamem. Staff finds that this standard is met. G. Whether the proposed amendment is consistent and compatible with the community character in the City of Aspen. 7 P29 RESPONSE: Main Street was historically a residential area. Today, only the westem portion of the street (from 7th to 2nd Street) retains that character, becoming more commercial and lodge oriented as one travels east. The historic preservation design guidelines in regard to Main Street discuss the concept of preserving some of the patterns and characteristics of a residential area, while allowing for a mix of uses. The code amendment would support that goal by providing an incentive to break new construction down into structures that reflect a ),ariety of building sizes. Staff finds that this standard is met. H. Whether there have been changed conditions affecting the subject parcel or the surrounding neighborhood which support the proposed amendment. RESPONSE: Main Street has been nega[ively affected by traffic congestion. Any efforts to preserve a small scale, pedestrian orientation to the area, through the creation of some more modestly sized buildings, would be beneficial to the neighborhood. Staff finds that this standard is met. I. Whether the proposed amendment would be in conflict with the public interest, and is in harmony with the purpose and intent of this title. RESPONSE: The proposed amendment is in harmony with the public interest by providing an incentive for the successful preservation of historic buildings. There has been significant community input of late calling for more assistance and options for owners of designated properties. Stuff finds that this standard is met. RECOMMENDATION: Staff, HPC, and P&Z recommend that Council approve the code amendment, finding that the review standards are met. RECOMMENDED MOTION: "I move to adopt Ordinance #24, Series of 2001 ." CITY MANAGER'S COMMENTS: Exhibits: Ordinance #24, Series of 2001 A. Photographs of properties likely to be affected by the code amendment. P30 s EXHIBIT A 604 W. Main Street 430 W. Main Street 9 P31 320 W. Main Street 201 E. Main Street lo P32 ORDINANCE NO. 24 (SERIES OF 2001) AN ORDINANCE OF THE ASPEN CITY COUNCIL AMENDING THE FOLLOWING SECTIONS OF THE ASPEN LAND USE CODE: SECTION 26.480.030, SUBDIVISION EXEMPTIONS AND SECTION 26.710.180. OFFICE ZONE DISTRICT WHEREAS, the Community Development Deparmaem has received an application from Scott and Caroline MacDonald for a code amendment to allow historic landmark lot splits in the "0, Office zone district;" and WHEREAS, Pursuant to Section 26.310.020, Procedure for Amendment, a development application for an amendment to the text of the Municipal Code shall be reviewed and recommended for approval, approval with conditions, or disapproval by the Planning Director and then by the Planning and Zoning Commission at a public hearing, and then approved, approved with conditions, or disapproved by the City Council m a public hearing; and WHEREAS, the review standards for a text amendment are stated in Section 26.314.040 of the Aspen Municipal Code; and WHEREAS, the Community Development Director has consulted with the Historic Preservation Commission and. in reports to the Planning and Zoning Commission and City. Council, performed an analysis of the application based on the standards, and recommended approval of the amendment; and WHEREAS, during a duly noticed public heating on June 19, 2001, the Aspen Planning and Zoning Commission considered the recommendation made by the Community Development Director, took and considered public testimony and recommended, by a vote of 5 to 0, that City Council approve the text amendment finding that the review standards are met. WHEREAS, the City Council has reviewed and considered the recommendations of the Community Development Director, the Historic Preservation Commission, and the Planning and Zoning Commission, and considered the public comment provided at the August 27, 2001 and Septemeber 10, 2001 hearings, and finds that the text amendment as described herein meets or exceed all applicable standards and that the approval is consistent with the. goals and elements of the Aspen Area Community Plan; and, WHEREAS, the City Council finds that this ordinance furthers and is necessary for the promotion of public health, safety and welfare. NOW, THEREFORE BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF ASPEN, COLORADO, THAT: P33 Section 1: That Section 26.480.030, Subdivision Exemptions, and Section 26.710.180, Office zone district be amended to read as follows: Section 26.480.030(A)(4), Subdivision Exemptions 4. Historic Landmark Lot Split. The split of a lot that is a designated historic landmark for the development of one new single-family dwelling, or for commercial development in the O, Office zone district. The Historic Landmark Lot Split shall meet the requiremems of section 26.480.030(A)(2) and (4), section 26.470.070(C) for residential development ,or (D) for commercial development and section 26.415.010(D) of this Code, and the following standards: a. The original parcel shall be a minimum of nine thousand (9,000) square feet in size and be located in the R-6 zone district or O, Office zone district, or a minimum of thirteen thousand (13,000) square feet and be located in the R-15A zone district. b. In the R-6 and K~15A zone districts, the total FAR for both residences shall not exceed the floor area allowed for a duplex on the original parcel. The total FAR for each lot shall be' noted on the Subdivision Exemption Plat. In the Office zone district, the following shall apply to the calculation of maximum floor area for lots created through the historic landmark lot split. Note that the total FAR shall not be stated on the Subdivision Exemption Plat because the floor area will be affected by the use established on the property: If all buildings on what was the fathering parcel remain wholly residential in use, the maximum floor area will be as stated in the R-6 zone district. If any portion of a building on a lot created by the historic landmark lot split ~s in commercial/office use, then the allowed floor area for that lot shall be the floor area allowed for all uses other 'than residential in the zone district. If the adjacent parcel created by the lot split remains wholly in residential use, then the floor area on that parcel shall be limited to the maximum allowed on a lot of its size for residential use according to the R-6 standards. If there is commercial/office use on both newly created lots, the maximum floor area for all uses other than residential in the zone district will be applied. c. The proposed development meets all dimensional requirements of the underlying zone district unless variances or bonuses are approved by the HPC. P34 26.710.180 Office (0). A. Purpose. The purpose of the Office (O) zone district is to provide for the establishment of offices and associated commercial uses in such a way as to preserve the visual scale and character of former residential areas that now are adjacent ro commercial and business areas, and commercial uses along Main Street and other high volume thoroughfares. B. Permitted uses. The following uses are permitted as of'right in the Office (O) zone district: I. Detached residential dwellings, multi-family dwellings; 2. Professional business offices; 3. Accessory residential dwellings restricted to affordable housing guidelines; 4. Home occupations; 5. Group homes; 6. Accessory buildings and uses; 7. Dormitory; and 8. A mixed-use building(s) comprised of a residential dwelling unit and permitted and conditional uses in the Office (O) zone district so long as such conditional use has been approved subject to the standards and procedures established in Chapter 26.425; and 9. Accessory dwelling traits meeting the provisions of Section 26.520.040. 10. Two detached residential dwellings on a 9,000 square foot lot containing a historic landmark, with .mitigation for the units to be provided according ro Section 26.470.070.B, Growth Management Exemptions. C. Conditional uses. The following uses are permitted as in the Office (O) zone district, subject to the standards and procedures established in Chapter 26.425: 1. Only for those structures that have received historic landmark designation: antique store, art studio, bakery, bed and breakfast, boarding house, bookstore, broadcasting station, church, dance studio, florist, fraternal lodge, furniture store, mortuary, music store (for the sale of musical instruments), music studio, restaurant, shop P35 craft industry, visual arts gallery; provided, however, that (a) no more than two (2) such conditional uses shall be allowed in each structure, and (b~ off-street parking .is provided, with alley access for those conditional uses along Main Street; 2. Duplex residential dwelling, with mitigation for the units to be provided accord'mg to Section 26.470.070.B, Growth Management Exemptions. 3. Two (2) detached residential dwellings or a duplex on a lot containing a historic landmark with a minimum area of 6,000 square feet, with mitigation for the units to be provided according re Section 26.470.070.B, Growth Management Exemptions. 4. Child care cemer; 5. Commercial parking lot or parking structure that is independent of required off-street parking, provided that it is not located abutting Main Street; 6. Health and fitness facility; and 7. Lodge units and lodge units with kitchens. D. Dimensional requirements. The following dimensional requirements shall apply to all permitted and conditional uses in the Office (O) zone district: 1. Minimum lot size (square feet): 6,000. For lots created by Section 26.480,030, Historic Landmark Lot Split: 3,000. 2. Minimum lot area per dwelling unit (square feet): a. Detached residential dwellifig: 6,000. b. Duplex: 3,000 per unit. c. Multi-family dwellings on lot between 6,000 and 9,000 square feet: Studio: 1,000. 1 bedroom; 1,200. 2 bedroom: 2,000. 3 bedroom: 3,000. 3+ bedrooms: One (1) bedroom per 1,000 square feet of lot area. d. Multi-family dwellings on lot of more than 9,000 square feet: Studio: 1,000. 1 bedroom; 1,250. 2 bedroom: 2,100. 3 bedroom: 3,630. P36 3+ bedrooms: One (I) bedroom per 1,000 square feet of lot area. e. Multi-family dwellings on a lot of 27,000 square feet ~r less, when at least fifty percent (50%) of the units built on-site are restricted as affordable housing: Studio: 500. 1 bedroom: 600. 2 bedroom: 1,000. 3 bedroom: 1,500. 3+ bedrooms: One (1) bedroom per 500 square feet of lot area. f. Multi-family dwellings on a lot of 27,000 square feet or less, when one hundred percent (100%) of the units built on-site are restricted as affordable housing: Studio: 300. 1 bedroom: 400. 2 bedroom: 800. 3 bedroom: 1,200. 3+ bedrooms: One (I) bedroom per 400 square feet of lot area. 3. Minimum lot width (feet): 60. For lots created by Section 26.480.030, Historic Landmark Lot Split: 30. Section 2: If any section, subsection, sentence, clause, phrase or portion of this ordinance is for any reason held invalid or unconstitutional by any court of competent jurisdiction, such provismn and such holding shall not affect the validity of the remaining portions thereof. Section 3: This Ordinance shall not affect any existing litigation and shall not operate as an abatement of any action or proceeding now pending under or by virtue of the ordinances repealed or amended as herein provided, and the same shall be conducted and concluded under such prior ordinances. Section 4: A public hearing on the Ordinance was held on the 13th day of August, 2001 at 5:00 P.M, in the City Council Chambers, Aspen City Hall, Aspen Colorado, fifteen (15) days prior to which hearing a public notice of the same was published once in a newspaper of general circulation within the City of Aspen. INTRODUCED, READ AND ORDERED PUBLISHED as provided by law, by the City Council of the City of Aspen on the 9~' day of July, 2001 Attest: Kathryn S. Koch, City Clerk Helen Kalin Klanderud, Mayor P37 FINALLY, adopted, passed and approved this 10th day of September, 2001. Attest: Kathryn S. Koch, City Clerk Helen Kalin Klanderud, Mayor Approved as to form: John Worcester. City Attorney P38 MEMORANDUM TO: Mayor and Council FROM: Julie Ann Woods, Community Development Director ~ Amy Guthrie, Historic Preservation Officer ~ RE: Extension of the stay on the operation of Section 26.480.080 of the Municipal Code in regard to requests to de-list from the ~'Inventory of Historic Sites and Structures," Second Reading of Ordinance No. 33, Series of 2001 DATE: September 10, 2001 BACKGROUND At a joint Council/HPC worksession on February 7, 2001, the City Council directed staff to develop a "game plan" as to how we should proceed with the Historic Invemory, as well as other aspects of the City's historic preservation pro,ram. Consistent with that direction~ staff presented a proposed strategy on February 20 , which received Council's support. Ordinance #10, Series of 2001, was subsequently adopted to suspend, for a period of six months, any requests to de-list from the current inventory to give Staff time to focus on the substantial task of overhauling the program. In conjunction with Debbie Abele, consultant to the City of Aspen, the Community Development Staff has been working to address several goals. These are: 1. Develop objective criteria as part of the City's Historic Preservation processes; 2. Inform / educate the public; 3. Develop new incentives and benefits of designation; and 4. Develop appropriate code amendments to ~mprove the regulations and processes in place to preserve our historic resources. Good progress has been made on all of these points and there has been a concerted effort to reach the community for feedback in a variety of ways. Following the very successful Community Forum, held on August 18th, staff iS beginning the process of preparing code amendments and scheduling hearings. It is hoped that the new program will be in place by the end of the year and that the HPC can recommence reviewing specific properties for the Inventory, based on recommendations by our consultant, in January 2002. STAFF RECOMMENDATION Staff recommends that City Council adopt the attached ordinance suspending all actions on the inventory list for another six months. The Community Development Department will send a letter [o owners of properties currently listed, as well as the properties proposed to be added, to inform them of the code amendment process that will be underway, 'and to let them know that we will begin holding heatings on their properties, using the new objective set of criteria, no later than February 27, 2002. There is an P39 ~ap~eal process built_into the Ordinance for proper~y owners who are burdened by the ._delay in revisiting the Inventory. RECOMMENDED MOTION "I move to adopt Ordinance #33, Series of 2001 ." CITY MANAGER'S COMMENTS: Attachment: Ordinance No. 33, Series of 2001 P40 ORDINANCE NO. 33 SERIES OF 2001 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ASPEN EXTENDING A SUSPENSION OF THE OPERATION OF SECTION 26.420.080 OF THE MUNICIPAL CODE, RELATING TO THE INVENTORY OF HISTORIC SITES AND STRUCTURES, FOR'AN ADDITIONAL SIX MONTH PERIOD WHEREAS, at a joint Council/HPC worksession on February 7, 2001, City Council directed Community. Development Department staff to develop a plan for improving the historic inventory process and other aspects of the City's historic preservation program. Said plan was presented to Council and endorsed on February 20, 2001. The plan included a request to temporarily suspend revtews of any requests to de-lisl from the current inventory so that staff could have the time to focus on completing the program overhaul. All other normal operations related to historic preservation, including caseload review, would continue; and WHEREAS, City Council agreed that this course of action was appropriate and approved, via Ordinance #10, Series of 2001, a six month, suspension, set to expire on August 26, 2001; and WHEREAS, although substantial progress has been made during the six month period, the final product, which includes amendments to the Municipal Code that will require review by Council, have not been completed by the expiration of the stay; and WHEREAS, the Community Development Department requests Council approval of a six month extension of the stay, retroactive to August 27, 2001, to allow time for review and adoption of the new inventory process, associated regulations, and preservation benefits; and WHEREAS, an appeal method established as part of Ordinance #10, Series of 2001 is provided in this ordinance so that an owner may ask to have his property evaluated under the current system if there are special conditions or circumstances which make waiting for the adoption of the new system onerous; and WHEREAS, the City Council has determined that .a significant number of citizens have an interest in seeing the historic preservation provisions of the Municipal Code amended to enact procedures that are consistent, fair, and predictable; and WHEREAS, the City Council has determined that an additional period of up to six months is needed to bring the progress that has been made to date before the citizens for comment and the review boards for adoption; and WHEREAS, the City Council finds that this Ordinance furthers and is necessary for the promotion of public health, safety, and welfare. P41 NOW THEREFORE BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF ASPEN AS FOLLOWS: Section 1: That the operations of Section 26.420.080 of the Municipal Code, relating to the establishment of an "Inventory of Historic Sites and Structures" shall be stayed for a period of six months, from August 27, 2001 until February 27, 2002. Section 2: The owner of any property currently listed on Aspen's "Inventory of Historic Sites and Structures" pursuant to Section 26.420.080 of the Municipal Code may appeal to the City Council for relief from the operation of this Ordinance. The City Council. within thirty days of the filing of a written notice of appeal, or as soon after as is practical, shall conduct a hearing in accordance with Chapter 26.316, Appeals, of the Municipal 'Code. The City Council may grant relief from the operation of this Ordinance upon a finding that: I. The relief is generally consistent with the purpose, goals, objectives, and policies of the Aspen Area Community Plan and Chapter 26.420 of the Municipal Code; and 2. There are special conditions or circumstances which are unique to the applicant or the parcel; and 3. The granting of relief from the operation of this ordinance shall not confer 'any special privilege upon the applicant, other than relief from the operation of this Ordinance, which is not available to other similarly situated property owners. Section 3: This Ordinance shall not affect any existing litigation and shall not operate as an abatement of any action or proceeding now pending under or by virtue of the ordinances repealed or amended as herein provided, and the same shall be conducted and concluded under such prior Ordinances. Section 4: If any section, subsection, sentence, clause, phrase, or portion of this ordinance is for any reason held invalid or unconstitutional in a court of competent jurisdiction, such portion shall be deemed a separate, distinct, and independent provision and shall not affect the validity of the remaining portions thereof. Section 5: A public hearin~ on the Ordinance was held on the 10th day of September, 2001 at 5:00 P.M. in the City Council Chambers, Aspen City Hall, Aspen Colorado, fifteen (15) days prior to which hearing a public notice of the same was published once in a newspaper of general circulation within the City of Aspen. P42 INTRODUCED, READ AND ORDERED PUBLISHED as provided by law, by the City Council of the City of Aspen on the 13th day of August, 2001 Helen Kalin Klanderud, Mayor ATTEST: Kathryn S. Koch, City Clerk APPROVED AS TO FORM: John Worcester, City Attorney FINALLY, adopted, passed and approved this 10th day of September, 2001 Helen Kalin Klanderud, Mayor ATTEST: Kathryn S. Koch, City Clerk F~43 The OIL',' offlslien Memorandum ti. Imorney's Office TO: Mayor and Members of Coundl FROM: John P. Worcester DATE: September 10, 2001 RE: Ordinance No. 37, Series of 2001 ~ Code Amendment to Clarify Definition of "Real Property" For Imposition of Real Estate Transfer Taxes. Attached for your consideration and review is a proposed ordinance that, if adopted, would amend the City's Municipal Code relating to Real Estate Transfer Taxes to clarify the definition of "Real Property." As you know, the City recently defended a lawsuit which advance the novel claim that because the existing Code defines "real Property" to include "lands and interests in lands," the real estate transfer taxes should only be assessed upon the value of the ground, soft, or earth, transferred, and not upon the value of any buildings or other improve~ments upon the land. As you also know, the original legislative intent of both the Wheeler and affordable housing RETT ordinances was to assess both land and anprovements upon the land. Consistent with that legislative intent, the City has collected the RETT upon the value of land and buildings from the first day of the ordinances' enactment. The voters approved both ordinances in accordance with the City;s Home Rule Charter recognizing that the taxes would be assessed and collected upon the value of both land and bnild'mgs transferred. The proposed ordinance merely clarifies that for the ptaposes of Chapter 23.48 of the City municipal Code, the term "real property" means and includes "land," "tenements." and "hereditaments," as we;; as mining claims and other claims, and chattels real This clarification of the term should prevent anyone in the future from getting confused about the definition of "real property" in the City's Municipal Code. REQUESTED ACTION: Approval of ordinance following second reading and a public hearing. JPw-og/os/2oo1-G:\]ohn\word\memos\rett-def.doc P45 ORDINANCE NO..~ (Series of 2001) AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ASPEN, COLORADO, AMENDING SECTION 23.48.010(c) OF THE MUNICIPAL CODE TO CONFIRM AND/OR CLARIFY THAT. FOR THE PURPOSES OF CHAPTER 23.48 OF THE MUNICIPAL CODE, THE TERM "REAL PROPERTY" IS CONSTRUED AS COEXTENSIVE IN MEANING WITH THE TERMS "LAND," "TENEMENTS." AND "HEREDITAMENTS' AND AS EMBRACING ALL MINING CLAIMS AND OTHER CLAIMS. AND CHATTELS REAL WHEREAS, in order m fund the renovation, reconstruction and maintenance of the Wheeler Opera House, and to provide for the support of the visual and performing arts, the City Council adopted Ordinance No. 20, Series of 1979 (now codified in Chapter 23.48 of the City of Aspen Municipal Code), which imposed a real estate transfer tax on every document in writing, wherein or whereby tkle ro real property situated in the City of Aspen is transferred; and WHEREAS, in order to fund the acquisition, maintenance and'operation of affordable employee/community housing projects, the City Council adopted Ordinance No 13, Series of 1990 (now codified in Chapter 23.48 of the City of Aspen Municipal Code), which imposed a real estate transfer tax on every document in writing, wherein or whereby title to real property situated in the City of Aspen is trans, ferred; and WHEREAS, the electors of the City of Aspen, pursuant to the Charter of the City of Aspen, ratified and approved the Wheeler Opera House and affordable housing real estate transfer taxes at duly scheduled municipal elections; and 02-96843. 02 P46 WHEREAS, the Wheeler Opera House and affordable housing real estate transfer taxes have been extended by the City Council and subsequently ratified and approved by the electors of the City of Aspen ar duly scheduled municipal elections; and WHEREAS, the amounts of the Wheeler Opera House and affordable housing real estate transfer taxes are computed as percentages of the consideration paid in return for the transfer of ownership or title to real property; and WHEREAS, the legislative histories of the ordinances adopting and/or extending the Wheeler Opera House and affordable housing real estate transfer taxes clearly indicate that the City Council intended such taxes to be based not only on the value of the ground, soil or earth transferred, but also on the value of any buildings or other improvements thereon; and WHEREAS, for over two decades, the City of Aspen Finance Department has assessed and collected the Wheeler Opera House and/or affordable housing real estate transfer taxes ~n a manner consistent with the City Council's original legislative intent; and WHEREAS, certain parties have advanced the novel claim that, because Section 23.48.010(c) of the City of Aspen Municipal Code defines "Real property" to include "lands or interests in lands," the Wheeler Opera House and affordable housing real estate transfer taxes should be assessed only on the value of the ground, soil or earth transferred, and not on the value of any buildings or other improvements thereon; and WHEREAS, consistent with its original legislative intent, the longstanding assessment and collection practices of the City of Aspen Finance Department, and Section 38o30-150(2) of the Colorado Revised Statutes, the City Council desires to confirm and/or clarify that, for the purposes of Chapter 23.48 of the City of Aspen Municipal Code, the term "real property" is 02-96843. 02 P47 construed as coextensive ~n meaning with the terms "land,' "tenements," and "hered~taments" and as embracing all mining claims and other claims, and chattels real. NOW, THEREFORE. BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF ASPEN, COLORADO: Section I. That Section 23.48.010(c) of the Municipal Code, which section defines the term "Real property" for the purposes of Chapter 23.48 of the Municipal Code, shall be and hereby is amended to read as follows: (c) Real Property. "Real property" means and includes all lands or interests ~n lands within the City of Aspen to which title or the right to title has been acquired from or ratified by the government of the United States or the State of Colorado; and shall be construed as coextensive in meaning with the terms "land," "tenements," and "hereditaments" and as embracing all mining claims and other claims, and chattels real. Section 2. This ordinance shall not have any effect on existing litigation and shall not operate as an abatement of any action or proceeding now pending under or by virtue of any ordinance repealed or amended as herein provided, and the same shall be construed and concluded under such prior ordinances. Section 3 The provisions of this ordinance are severable and the invalidity of any section, phrase, clause or portion of the ordinance as determined by a court of competent jurisdiction shall not affect the validity or effectiveness of the remainder of the ordinance. 02-96843. 02 P48 INTRODUCED, READ, APPROVED AND ORDERED PUBLISItED AND/OR POSTED ON FIRST READING ON TIlE DAY OF , 2001. Helen Kalin Klandemd, Mayor ATTEST: Kathryn S. Koch, City Clerk INTRODUCED and FINALLY ADOPTED AFTER PUBLIC HEARING ON THE DAY OF ,2001. Helen Kalin Klandemd, Mayor ATTEST: Kathryn S. Koch, City Clerk 02-96843. 02 ?49 MEMORANDUM TO: Mayor and Aspen City Council / THRU: Julie Ann Woods, Community Development Directo~J~/~''' Joyce Ohlson, Deputy Director ~ FROM: Fred Jarman, Planner ~.~. MOUNTAIN CItALET LODGE PRESERVATION PROJECT Om)INANCE NO. 23, SEINES 2001(SEco~qD ReAmNc) PUBLIC HEARING DATE: September 10, 2001 PROJECT SUMMARY: The Applicant, Mountain C1~aie~ Enterprises, requests appropriate land use approvals in order to conduct a three phase expansion of the Mountain Chalet Lodge. Specifically, the land use requests include: 1) Rezoning from Lodge/ Tourist Residential (L/TR) to L/TR with Lodge Preservation (LP) and Planned Unit Development (PUD) Overlays or (L/TR / LP / PUD); (Rezoning will allow the Applicant to take advantage of the Lodge Preservation program designed to allow small lodges to expand.) 2) Minor Planned Unit Development; (LP projects are required to go through a Minor PUD process t6 set their dimensional requirements for the project as well as respond to compatibility criteria.) P51 3) Subdivision (The Applicant must apply for subdivision because the five employee dwelling units constitute a "multi-family dwelling" and are therefore considered a part of the subdivision definition.) PREVIOUS APPROVALS: 1) The Housing Authority recommended approval to the Planning and Zoning Commission for the five (5) proposed employee housing units; and 2) The Planning and Zoning Commission recommended approval to City Council for the rezoning to L/TR LP PUD, Minor Planned Unit Developmem, and subdivision. In addition, the Mountain Chalet also received approval for 16 Lodge Preservation (LP) allotments and an exemption from the Wheeler Opera House View Plane. STAFF COMMENTS: The Applicant wishes to expand the Mountain Chalet which is located on the southwest corner of Durant Avenue and South Mill Street in the L/TR zone district with a Planned Unit Development (PUD) overlay. The Applicant requests the aforementioned land use approvals to conduct a three phase redevelopment scheme for the Mountain Chalet. Specifically, the three phases ,are outlined below: Phase 1: This phase involves fourth and fifth floor additions to the central portion of the structure. This phase will add eight new lodge units on the fourth floor and a 1,530 sq. ft. lounge on the fifth floor. EmplOyee generation mitigation for this phase will be accommodated by a temporary off-site deed restricted unit at the Kitzbuhel Lodge. Phase2: This phase includes the demolition of the lodge's eastern wing (2.5 stories) and replacement with a four story wing containing lodge rooms (7 unns per floor) and five sub-grade / garden level employee housing un/ts. Phase 3: This phase involves only the interior remodeling of the lobby and common areas on the first and second floors, and improvement of the Durant Avenue sidewalk. At present, the Mountain Chalet contains fifty-one (51) lodge units. This expansion will increase the lodge units by sixteen (16) units for a grand total of sixty-seven (67) lodge units. In addition to these lodge units, this expansion will also provide five (5} deed restricted employee housing units for Mountain Chalet employees. LODGE PRESERVATION ALLOTMENTS The Applicant recently received approval for 16 LP allotments from the Planning and Zoning Commission who grants approval to provide LP allotments to a particular project on a first come / first served basis. The LP zoning allows the Applicant to take advantage 2 P52 of the Lodge Preservation Program designed to allow for the expansion of Aspen's existing small lodges. AFFORDABLE HOUSING/EMPLOYEE UNITS The Applicant proposes five (5) employee dwelling units to be located in the sub-grade / garden level of the Mountain Chalet. In effect, this housing provides affordable housing units for 7.25 FTEs which is 3.41 more FTEs than is required. Staff agrees that due to exaggerated housing costs in Aspen and the commuting work.force, it is difficult to maintain steady employees. This higher mitigation will go a long way towards malntmning good employees for the Mountain Chalet lodge. As a result, the Applicant received a unanimous recommendation of approval to the Planning and Zoning Commission from the Aspen / Pitkin County Housing Authority (APCHA) for the proposed employee units on April 18, 2001 Further, the Applicant received a GMQS Exemption from the Planning & Zoning Commission for 5 employee housing units. PROPOSED HEIGHT In general, this expansion wilt result in the creation of a fourth floor over the central portion and east wing of the current structure as well as adding a fifth floor lounge. The Applicant is proposing to increase the heights of the Mountain Chalet from the existing as indicated in the following matrix: A picture of the Mountain Chalet on Sheet A3.0 of the application shows the full expanded scheme illustrated by a dashed line indicating the expanded lodge. The current height of the lodge is 36 feet (eight feet taller than allowed); the proposed new height established in the PUD is 49 feet. This proposed' height allows for this fourth floor and fifth floor lounge expansion while still remaining 10wer than the Ritz located directly behind or south of the Mountain Chalet. The Ritz will continue to rise above the Mountain Chalet as shown in the photo on Sheet A3.0 ?f the application. PARKING Currently, the Mountain Chalet maintains thirty-seven (37) off-street parking spaces and three (3) loading spaces primarilY accommodated in a sub-grade parking garage under the Mountain Chalet accessed from South Mill Street. The parking requirement for the L/TR zone district is 0.7 spaces per bedroom unless otherwise established in a PUD. 3 P53 Currently, the Mountain Chalet contains 55 bedrooms which requires 38.5 spaces. The proposed redevelopment will create a total of 76 bedrooms (including the 5 employee housing bedrooms) which by the land use code requires the provision of 53.2 off-street parking spaces. Effectively, the applicant would need to provide an additional 16.2 spaces to satisfy the requirement of the Land Use Code; however, the applicant is not proposing any additional parking with this expansion, l'he applicant wishes to establish a new parking requiremem of 0.49 spaces per bedroom as established through the PUD. While the Mountain Chalet has operated in the past with 37 spaces and taken advantage of the Rubey Park Transit Center located across the street, Staff is concerned that an increase in 21 units (16 lodge units and 5 employee units) without any new parking or additional aitemative transportation methods to accommodate the expanded lodge may result in unforeseen impacts. However, the Lodge Preservation (LP) Program and the Aspen Area Community Plan (AACP) are sympathetic to considering transportation alternatives as discussed below. The LP Program was adopted to provide incentives allowing Aspen's small lodges to expand through a more streamlined process so that they may continue to be a viable lodging alternative for Aspen's visitors while staying competitive with the luxury condominium type developments. Due to the fact that an expansion generally refers to a site that is currently built out that wishes to add on to its current structure, on-sit~ parking has most likely been long established on the site with little room for additional spaces. This is certainly the case for the Mountain Chalet. The AACP indicates that much should be done to provide disincentives for visitors / commuters to Aspen to leave their cars at home. One of the main Policies of the AACP regarding transportation is: Structure new growth in the community in compact, mixed use patterns that enable and support travel by foot, bicycle, public transportation for all types of trips. The AACP Transportation element also contains the following Goals towards this end: A. Continue to improve traveler's Aspen experience by providing local travel information at bus stops, on the Internet, through brochures, etc. Reduce travel by visitors in automobiles through support of innovative traveler services; B. Consider other innovative transportation modes; C. Provide a wide range of flexible transportation management tools and techniques to reduce single-occupant automobile use. The Applicant indicated during the Development Review Committee (DRC) meeting that he gave our a total of 9 residential parking passes to guests over the course of the year 2000. In addition, upon a recent site visit to the lodge during peak capacity, the sub-grade garage remained half full. Staff has suggested to the Applicant to provide additional 4 P54 alternative and innovative transportation options for guests of the lodge as well as the employees living in the affordable units. The Environmental Health Department indicated that the Applicant should implement traffic mitigation measures such as providing carpool/vanpool financial incennves to employees, free bus passes, vanpools, dial-a-fide service, paying for additional RFTA buses and service, private bus service for employees, limiting parking, covered and secure bike storage, or free bike fleets for residents. Again, Staffrecommends that five spaces be set aside during phase II when the employee units are constructed, or find an alternate remote parking solution. This has been added as a condition of approval. PLANNING AND ZONING COMMISSION RECOMMENDATION On June 25~h, 2001, the Planning and Zoning Commission unanimously recommended approval to the City Council for this project with an additional condition that would require the Applicant to either provide a voucher system or create a shuttle / van service for the guests of the Mountain Chalet to mitigate for the lack of any additional parking. This condition has been added to Ordinance No. 23, Series 2001. STAFF SUMMARY AND RECOMMENDATION It is clear, Aspen's small lodge bed base has declined considerably within the last ten years. The City Council adopted the Lodge Preservation Program as a result of this serious reduction to allow for easier expansion of small lodges given the economic climate which caters more towards the higher end condominium units. Staff finds that the proposed Mountain Chalet lodge expanston is a very strong example of why the Lodge Preservation Program was created. This lodge expansion will allow one of Aspen's most defining small lodges to expand and~maintain a c6mpetitive presence in Aspen's dynamic lodge base economy. Staff recommends the City Council approve the rezoning, minor planned unit development, and subdivision for the Mountain Chalet Expansion with the conditions listed in the Ordinance. RECOMMENDED MOTION "I move to approve Ordinance No. 23, Series of 2001, approving the rezoning from L/TR to L/TR LP PUD, minor planned unit development, and subdivision, with conditions." ATTACHMENTS Exhibit A: Rezoning Exhibit B: Minor Planned Unit Development Exhibit C: Subdivision Exhibit D: Application 5 P55 ORDINANCE NO. 23, (SERIES OF 2001) AN ORDINANCE OF THE ASPEN CITY COUNCIL APPROVING THE REZONING TO L/TR WITH LP AND PUD OVERLAYS, MINOR PLANNED UNIT DEVELOPMENT, AND SUBDIVISION FOR THE MOUNTAIN CHALET LODGE, CITY OF ASPEN, PITKIN COUNTY, COLORADO. Parcel ID: 2 73 7-182-45-002 WHEREAS, the Community Development Department received an application from the Mountain Chalet Enterprises (Applicant), represented by Mitch Haas, requesting land use approvals for the provision of 16 Lodge Preservation allotments, an exemption for the Wheeler Opera House & Wagner Park View Planes, rezomng, minor planned unit development, subdivision, and GMQS exemptions for affordable housing and Lodge Preservation for the Mountain Chalet lodge; and, WHEREAS, the Community Development Department received referral comments from the Aspen Consolidated Waste District, City Engineering, Building, Fire, Streets, Housing, Environmental Health, and Water Departments as a result of the Development Review Committee meeting; and, WHEREAS, upon rewew of the application, referral comments, and the applicable Land Use Code standards, the Community Development Depar~mem recommended approval for the proposed land use requests for the Mountain Chalet lodge for the rezoning to L/TR LP PUD, minor planned unit development, and subdivision; and WHEREAS, the Colorado Supreme Court in the case entitle'd Town of Telluride v. Lot Thirty-Four Venture L.L.C. (case No. 98-5C-547, decided June 5, 20001 held thal Section 38-I2-3-01, C.R.S., prohibits the enactment of an ordinance that imposes renu controls; and, WHEREAS, Section 38-12-301, C.R.S., states that the rent control statute is not intended to impair the right of a municipality to manage and control any property in which it has an interest through a housing authority; and, WHEREAS, the applicant desires to grant m the Aspen/Pitkin County Housing Authority an interest in the affordable housing units subject to the terms and conditions contained herein; and, WHEREAS, the Aspen/PitlOn County Housing Authority has consented to accepting an interest in the affordable housing units on conditions that it be indemnified and held harmless from any claims, liability, fees or similar charges related to ownership of an interest in the property; and, 6 P56 WHEREAS, the City of Aspen / Pitkin County Housing Authority forwarded a unanimous recommendation of approval to City Council to approve the proposed five employee housing .units for the employees of the Mountain Chalet lodge; and WHEREAS, the Planning and Zoning Commission approved, by a vote of five to zero (5 - 0) via Resolution No. 25, Series of 2001, the provision of 16 Lodge Preservation allotments, an exemption for. the Wheeler Opera House View Plane, and a GMQS Exemption for Lodge Preservation allotments; and, WHEREAS, the Planning and Zoning Commission forwarded a recommendation of approval via Resolution No. 25, Series of 2001, by a vote of five to zero (5 - 0), To City Council to approve a rezoning, minor planned unit development, and subdivision; and WHEREAS, the Aspen City, Council has reviewed and considered the development proposal under the applicable provisions of the Municipal Code as identified herein as a pan of the consent calendar at a regular City Council meeting on July 9, 2001, and approved this Ordinance (on First Reading) for rezoning, minor planned unit development, and subdivision; and WHEREAS, the Aspen City Council has reviewed and considered the development proposal under the applicable provisions of the Municipal Code as identified herein, has reviewed and considered the recommendation of the Planning and Zoning Commission, the Housing Authority, the applicable referral agencies, and has taken and considered public comment at a regular public hearing on September 10, 2001, and approved this Ordinance for mzoning, minor planned unit deveiopment, and subdivision, with conditions, by a vote of __ to __ (_ - __); and WI-1EREAS, the City Council finds that this request for r~zoning, minor planned unit development, and subdivision meets or exceeds all applicable development standards and that the approval of the application, with conditions, is consistent with the goals and elements of the Aspen Area Community Plan; and WHEREAS, the City Council finds that this Ordinance furthers and is necessary for the promotion of public health, safety, and welfare. NOW, THEREFORE, BE IT ORDAINED BY THE ASPEN CITY COUNCIL AS FOLLOWS: SECTION 1 Pursuant to the procedures and standards set forth in Title 26 of the Aspen Municipal Code, the Mountain Chalet, parcel identification of 2737-182-45-002 is approved for the rezoning to L/TR LP PUD, minor planned unit development, and subdivision. The Community Development Department is hereby directed to amend the zomng map accordingly. 7 P57 SECTION 2 Pursuant to the procedures and standards set forth in Title 26 of the Aspen Municipal Code, the Mountain Chalet Minor rezoning to L/TR LP PUD, minor planned unit development, subdivision, subject to the following conditions: 1. A PUD Agreement shall be recorded within 180 days of the final approval by City Council and shall include the following: a. The information required to be included in a PUD Agreemem, pursuant to Section 26.445.070(C). 2. A Final PUD Plan shall be recorded within 180 days of the final approval granted by City Council and shall include: a. A final plat meeting the requirements of the City Engineer and showing easements, encroachment agreements and licenses with reception numbers for physical improvemems, and location of utility pedestals. b. An illustrative site plan of the project showing the proposed improvements, landscaping, parking, and the dimensional requirements as approved. c. A drawing representing the project's architectural character. 3. Within 180 days after final approval by City Council and prior to applying for a building permit, the applicant shall record a PUD Agreement and the Final PUD Plans with the Pitkin County Clerk and Recorder binding this property to this development approval. 4. The following dimensional requirements of the PUD are approved and shall be printed on the Final Illustrative Plan. (units measured in feet or square feet): 6,000 No reqmrement feet of lot ares 60 feet I foot 0 feet 10 feet No Requirement 51 feet 10 feet 4.8% 7.5' x 6' (45 square feet in S. Mill Street R.O.W.) 2.5:1 including basement additions lqo requirement (no accessory commercial space proposed). 0.49 spaces per bedroom (37 spaces and 76 bedrooms, including the five employee housing bedrooms). 8 P58 5. The building permit application shall include: a. A copy of the final Ordinance and recorded P&Z Resolution. b. The conditions of approval printed on the cover page of the building permit set. c. A completed tap permit for service with the Aspen Consolidated Sanitation District. d. A tree removal permit as required by the City Parks Deparunent and any approval from the Parks Department Director for off-site replacement or mitigation of removed trees. d. A drainage plan, including an erosion control plan, prepared by a Colorado licensed Civil Engineer which maintains sediment and debris on-site during and after construction. If a ground recharge system is required, a soil percolation report will be required to correctly size the facility. A 2-year storm frequency should be used in designing any drainage improvements. 6. The building permit plans shall demonstrate an adequate fire sprinkler system and alarm system for the new buildings, in the event required by the Aspen Fire Marshal. 7. Prior to issuance of a building permit: a. The primary contractor shall submit a letter m the Community Development Director stating that the conditions of approval have been read and understood. b. All tap fees, impacts fees, and building permit fees shall be paid. If an alternative agreement to delay payment of the Water Tap and/or Parks Impact fee is finalized, those fees shall be payable according to the agreement. 8. The Applicant shall convey an undivided fractional interest (one tenth of 0.01%) in the ownership of the deed restricted affordable housing to the Aspen/Pit!tin County Housing Authority for the purposes of complying with the recent Colorado Supreme Courl Decision regarding rent control Iegislation. The Applicant may submit an alternative option to satisfy the rent control issue acceptable to the City Attorney. 9. The Applicant shall indemnify and hold harmless the Aspen/Pitkin County Housing Authority and City of Aspen from any claims, liability, fees or similar charges related to ownership in the deed restricted affordable housing unns. I 0. Prior to phase 2 and prior to the building permit being issued, the Applicant shall record a deed restriction for the affordable housing units, and grant the undivided fractional interest in the ownership of the affordable housing units to the Aspen/Pitkin County Housing Authority. 9 P59 11. The Applicant shall adequately mitigate for employee generation by providing deed restricted employee housing for at least 3.84 FTEs as per the recommendation from the Aspen / Pitkin County Housing Authority. 12. The Applicant shall submit to the Housing Office prior to the application of building permits reconfigured employee unit square footages which meet the mimmum square footage requirements as stated in the Guidelines and agreed to by the Applicant. 13. The five employee units shall be deed restricted at the Category 2 rental rare, but that since the units are included in the lodge itself, income and asset restrictions shall be waived~ Further, the Applicant shall meet with the Housing Office Staff prior to the completion of Phase I to establish mutually acceptable lease [erms for employees whose units are attached to the business. 14. That the Applicanl complete and record the deed restriction for the units prior to application for building permits,' along with a temporary deed restriction for the unit being used prior to completion of Phase 2, which is located in the Kitzbuhel Lodge. Housing Office Staff shall approve the Kitzbuhel unit prior to the acceptance of this unit for deed-restricted purposes; this unit shall be restricted at a Category 2 rate with no limitations on income or assets. The deed restriction on this specific unit will be released upon approval of the Certificate of Occupancy for the five employee umts provided for in the Mountain Chalet. 15. The Applicant shall implement the following traffic mitigation measures to mitigate for PM-10 emissions and trips generated: 1) provide free bus passes to employees, 2) limit parking, 3) provide covered and secure bike Storage, and 4) provide a free bike fleet consisting of five bikes for employees and guests of the lodge. In addition, and as required by the Planning and,Zoning Commission, the Applicant shall mitigate for the lack of parking and provide a courtesy van or airport taxi "vouchers" for guests of the Mountain Chalet lodge to begin following the completion of Phase 3 of this development. 16. The Applicant shall complete (prior to any of the remodel work, including removal of drywall, carpet, tile, etc.,) the Building Department's asbestos checklist, and if necessary, a person licensed by the state to do asbestos inspections must conduct an inspection. The Building Department cannot sign any building permits until they get this report. If there is no asbestos, the demolition can proceed. If asbestos is present, a licensed asbestos removal contractor must remove k. 17. The Applicant shall pay the City of Aspen $1,683.00 in school land dedication fees. These fees shall be due and payable at the time of issuance of a building permit for the development. I0 P60 18. The Applicant shall pay the City of Aspen $44,520.00 in park development impact fees. These fees shall be due and payable at the time of issuance of a building permit for the development; and 19. The Applicant shall provide priority to the occupants of the five affordable housing units for a total of five designated parking spaces of the 37 spaces to be located in the sub-grade garage. In the event those occupants of the deed restricted affordable housing units do not use those spaces, they shall remain available to general use of the Mountain Chalet Lodge guests; Section 3: All material representations and commitments made by the applicant pursuant to this application, whether in public hearings or documentation presented before the Historic Preservation Commission, Planning and Zoning Commission, or City Council, are hereby incorporated in such plan approvals and the same shall be complied with as if fully set forth herein, unless amended by an authorized entity. Section 4: This Ordinance shall not effect any existing litigation and shall not operate as an abatement of any action or proceeding now pending under or by virtue of the ordinances repealed or amended as herein provided, and the same shall be conducted and concluded under such prior ordinances. Section 5: If any section, subsection, sentence, clause, phrase, or portion of this ordinance is for any reason held invalid or unconstitutional in a court of competent j~risdiction, such portion shall be deemed a separate, distinct and independent provision and shall not affect the validity of the remaining portions thereof. INTRODUCED, READ AND ORDERED PUBLISHED as provided by law, by the City Council of the City of Aspen on this 9~ day of July, 2001. Attest: Kathryn S. Koch, City Clerk Helen Kalin Klanderud, Mayor FINALLY, adopted, passed and approved this 10b Day of September, 2001. Attest: Kathr~n S. Koch, City Clerk Helen Kalin Klanderud, Mayor 11 P61 Approved as to form: John Worcestor, City Attorney 12 P62 EXHIBIT A REZONING 26.310.040 Standards of review, In reviewing an amendment to the official zone district map, the City Council shall consider: A. Whether the proposed amendment is in conflict with any applicable portions of this Title. Staff Finding Staff finds that the proposed amendment is consistent with all applicable portions of the Land Use Code. The intended use of the property is consistent with the Lodge Preservation (LP) zoning; specifically, the proposal is for the expansion of the Mountain Chalet lodge so that more lodge units and affordable employee housing units can be provided Both of these uses are allowed uses in the LP Overlay Zone District. In order to accommodate the requests made in this application, the property will need to be rezoned from its current designation of L/TR to include LP and PUD overlays. The resulting zoning will be L/TR/LP/PUD. This rezoning fits exactly with the purpose of the L/TR and LP zone districts. The purpose of the L/TR zone district is '~to encourage construction and renovation of lodges, in the area at the base of Aspen Mountain." Similarly, the Code describes the purpose of the LP Overlay zone district as being: To provide for and protect small lodges on properties historically used for lodge accommodations, to permit redevelopment of the'se properties 'to accommodate lodge and affordable housing uses . . . to encourage development which is compatible with the neighborhood and respective of the manner in which the proper~y has historically operated, and to provide an incentive for upgrading existing lodges on-site or onto adjacent properties. The Applicant proposes an expansion, which is located in the area at the base of Aspen Mountain. The Mountain Chalet has been located at its current location and used as a lodge since 1954. The LP zoning request provides incentives to enable upgrading of the existing lodge so that it can remain competitive with respect to visitor expectations that have changed since the lodge was originally constructed. The current lodging market demands "up-to-date" facilities and rooming accommodations with more space and choices. The Mountain Chalet still maintains a somewhat uniform supply of room sizes, most of which have outdated facilities. Additionally, due to highly exaggerated cost of housing in the Aspen area coupled with the increases in commuting traffic from the down valley area, the Mountain Chalet has had a difficult time finding and maintaining quality employees. The proposed on-site expansion will ensure the Mountain Chalet's continued viability as a lodge while providing on-site housing for its employees. By rezonmg the property with LP and PUD 13 P63 overlays, this expansion and upgrading of the Mountain Chalet lodge can be realized in order to allow for the continued existence of the lodge and the additional provision of affordable housing for its employees. Stafffinds this standard m be met. B. Whether the proposed amendment is consistent with all elements of the Aspen Area Community Plan. The proposed amendment is consistent with all elements of the AACP. It will allow for the expansion and continued viability of one of Aspen's few remaining locally owned.and operated small lodges and the development of affordable housing for employees. The AACP states that, "It is... balance between all sectors of the community that we are striving rc retain and enhance." This statement refers to a balance between ~'Aspen the communi .fy and Aspen the resort." By expanding this type of bed base, furthering the viability of such a small lodge, and providing affordable housing, this proposed expansion will further promote reestablishing the balance the commurfity has been struggling to retain and enhance. Moreover, the "Growth Action Plan" is intended to "Encourage land uses, businesses and events which serve both the local community and the tourist base." This expansion of the Mountain Chalet lodge and providing affordable housing for its employees will serve the local community and the tourist base. This proposed development will further the "Intent," policies and goals of the AACP's "Transportation Action Plan." The transportation element of the AACP includes: "The community seeks to provide a balanced, integrated transportation system for residents, visitors, and commuters that reduces congestion and pollution;" "...reducing dependency on the astomobile requires offering alternatives both for automobile use and storage and other means of transport;" and, "Seek to balance public and private transportation.., by increasing the number of available transportation choices." The Mountain Chalet is located across the street from Rubey Park Transit Center and the commercial core. Free bus service is available on a regular basis to and from the airport, the three ski .areas that are not within walking distance, the music tent, the Maroon Bells, and various other locations. There is no need for customers to have a vehicle at the Mountain Chalet, but for those who do rem or otherwise arrive m their cars, the thirty- seven existing spaces owned by the lodge, combined with the spaces on the surrounding streets, have proven more than adequate. By limiting the amount of available off-street parking to those spaces currently existing, guests and employees of the lodge will be encouraged to utilize these alternative means of transportation to the maximum extent practicable. Upon a recent site visit to the lodge during peak capacity, the sub-grade garage remained only half full. The "Intent" of the "Housing Action Plan," is to "Create a housing environment which is dispersed, appropriately scaled to the neighborhoods and affordable." This expansion will further the intent by creating affordable employee housing that is dispersed and 14 P64 appropriately scaled to the neighborhood. The proposed employee housing units will be deed restricted and registered with the Aspen/Pitkin County Housing Authority to ensure their continued affordability. The design of the affordable housing units is appropriately scaled as they will be integrated with the expansion. This requested expansion is consistent with the AACP policy for the development of"...small scale resident housing which fits the character of the community and is interspersed with free market housing..." The project site is within the original City and Townsite of Aspen. In accordance with the Lodge Preservation Overlay Zone District's encouragement of "affordable housing for employees of the lodge," the proposal promotes the following 'tHousing Action Plan" policies: "Encourage infill development within the existing urban area so as to... allow more employees will be able to live close to where they work;" and, "... an employer that builds affordable housing units shall have the right to designate that their employees shall have first right to those affordable units, if they meet the qualifications." The "Intent" of the "Commercial/Retail Action Plan" is to "Provide incentives for managed strategic growth by... small lodges." This portion of the AACP explains that, "The community must find ways to maintain these small lodges and the experience they offer to our guests." In addition, the policies of the "Commercial/Retail Action Plan," indicate the following: "Provide incentives to keep small lodge owners in operation;" and, "... allow for minor expansion with less mitigation required in order to maintain the small lodge inventory in the community." The proposed sixteen unit expansion is consistent with the goal of managed strategic growth by small lodges. The combination of the LP and PUD Overlays allow for mitigation at the level of ingremental increases ~n impacts due to an expansion, and the proposed employee housing exceeds 100% of the incremental increase in employment that will be caused by the expansion. The proposed layout of the new lodge units and their architecture have been designed to be fully compatible and consistent with the current design. The philosophy of the "Design Quality" section of the AACP explains that, "Modem buildings woven throughout the traditional townsite and along the hillsides create an eclectic design quality that contributes to the small-town umqueness of our community." The architecture of the existing Mountain Chalet lodge has been described as "Swiss/Mountain Chalet," and it is one of the structures that contributes to the eclectic design quality and small-town uniqueness of Aspen. The expansion will maintain and enhance this design quality in the area at the base of Aspen Mountain. C. Whether the proposed amendment is compatible with surrounding zone districts and land uses, considering existing land use and neighborhood characteristics. The subject site is surrounded to the south and the west by L~ot 1 of the Aspen Mountain PUD (AMPUD), which maintains a zoning of L-TR/PUD. The properties to the east, northeast, and north are zoned park, public, and park, respectively, This request will result in the project site being zoned Lodge-Tourist Residential with Lodge Preservation 15 P65 and Planned Unit Development overlays (L/TR/LP/PUD). The underlying L/TR zoning will remain consistent with the neighboring, adjacent properties to the south, west, and northwesT. Surrounding land uses include a mix of lodges, retail shops, parks and recreation facilities, bars and restaurants, transportation facilities, and duplex, single-, and multi-family residential. In comparison with other neighborhoods, the subject area is densely developed. Stafffinds the proposed amendment is fully compatible with surrounding land uses, zone districts, and neighborhood characteristics. D. The effect of the proposed amendment on traffic generation and road safety. The rezoning itself will not effect traffic generation or road safety. However, the lodge expansion enabled by the rezomng, will effect traffic generation creating a maximum of 100 additional trips per day acqording to the Environmental Health Department's analysis. However, this slight increase will be positively affected by the immediate proximity to the Rubey Park Transit Center, skiing, and the commercial core. The increase of vehicle trips over existing conditions for the site will have a negligible impact on surrounding streets. It appears that the surrounding streets can adequately and safely handle the impacts of the proposed development, and no improvements to the adjacent streets are required as a direct result of the additional traffic volumes that may result from the proposed expansion. By limiting the amount of available off-street parking to those spaces currently existing, guests and employees of the lodge will be encouraged to utilize alternative means of transportation to the maximum extent practicable. E. Whether and the extent to which the proposed amendment would result in demands on public facilities, and whether and the extent to which the proposed amendment would exceed the capacity of such public facilities, including but not limited to transportation facilities, sewage facilities, water supply, parks, drainage, schools, and emergency medical facilities. The proposed rezomng will not affect infrastructure or infrastructure capacities. With regard to future plans for the property under the proposed L-TR/LP/PUD zoning, adequate water supply and pressure is available to serve the proposed project without additional upgrades to the City's treatmem and distribution systems. Fire protection provided by existing hydrants will be adequate and will not be affected or interrupted by development. The Applicant is required to install sprinkler systems the entire building. Treatment capacity is available from the Aspen Consolidated Sanitation District (ASCD) to serve the additional demand associated with the proposed project. Historic drainage patterns and rates will be maintained (via the installation of roof drains, downspouts, and dry wells) due te the fact that the amount of impervious spaces will not increase as a result of this expansion. Impacts on parks and schools will be minimal as most of the development is comprised of tourist accommodations. Only five affordable 1-bedroom dwelling units are proposed, and these will have little affect on schools or parks; they will contain only one bedroom each and be used by employees of the lodge. There are several parks located immediately 16 P66 across the street. Paepke and Bass Parks are both just a few blocks to the north. These parks provide adequate capacity to adequately serve the proposed development. The roads serving the project site are currently plowed and maintained by the City of Aspen. The site is located on a public street, making it easily accessible for emergency medical and fire protection services. The introduction of sixteen new lodging units and three affordable housing units will not result in demands exceeding the capacity of any public facilities or services. F. Whether and the extent to which the proposed amendment would result in significantly adverse impacts on the natural environment. This proposed rezoning will not affect the natural environment. The site is already developed and located in a densely developed area. The expansion will not result in any additional land consumption as the slight expansion of the building footprint will involve already developed lands. The property will continue to be served by public water and sanitary sewer systems, and historic drainage patterns will be maintained. The availability of public transportation will help to reduce dependency on individual automobile use by the guests and employees of the lodge, in turn, significantly reducing the project's PM10 generation and affects on air quality. G. Whether the proposed amendment is consistent and compatible with the community character in the City of Aspen. This rezoning will not be inconsistent or incompatible with Aspen's community character. In fact, this rezoning enables application for the expanse-on of the Mountain Chalet lodge which is consistent with the community character as indicated above. I-I. Whether there have been changed conditions affecting the subject parcel or the surrounding neighborhood which support the proposed amendment. It is clear, Aspen's small lodge bed base has declined considerably within the last ten years. The City Council adopted the Lodge Preservation Program as a result of this ser/ous reduction to allow for easier expansion of small lodges given the economic climate which caters more towards the higher end condominium units. In the last ten years, a total of 264 lodge rooms have been added/constructed while Community Development Department records indicate 317 units have been lost since the start of the 1990s. This proposed amendment is a good step toward counteracting the trend of the 1990s resulting in significant losses to Aspen's small lodge and economy/moderately- priced tourist bed base. 1. Whether the proposed amendment would be in conflict with the public interest and whether it is in harmony with the purpose and intent of this Title. 17 P67 The proposed amendment is in harmony with the public interest as well as the purpose and intent of the Land Use Code. The "Purpose" of the Lodge Preservation Overlay zone includes providing "an incentive for upgrading existing lodges on-site or onto adjacent properties." The LP rezoning will enable the on-site expansion and upgrading of the Mountain Chalet. Therefore, the proposed amendment is in harmony with the purpose and intent of the Regulations and the Lodge PreServation zoning. In addition, it has been repeatedly recognized that the provision of housing for employees in Pitkin County and Aspen is in the public interest and is in harmony with the purpose and intent of the Regulations. 18 P68 EXHIBIT B MINOR PLANNED UNIT DEVELOPMENT Review Standards: Minor Planned Unit Development. A development application for Minor PUD shall comply with the following standards and requirements. Due to the limited issues associated with properties eligible for Minor PUD Keview, certain standards shall not be applied as noted. The burden shall rest upon an applicant to show the reasonableness of the development application, and its conformity to the standards and procedures of this Chapter and this title. ,4. General requirements. 1. The proposed development shall be consistent with the ,4spen Area Community Plan. Staff Finding Please refer to Rezoning (Criterion B) of this Memorandum. 2. The proposed development shall be consistent with the character of existing land uses in the surrounding area. Staff Finding Please refer to Rezoning (Criterion C) of this Memorandum 3. The proposed development shall not adverselY affect the future development of the surrounding area. Staff Finding With the exception of an increase in traffic generation that the applicant will further mitigate for, the proposed development will not adversely affect the future development of the surrounding area. The surrounding properties are essentially built out. 4. The proposed development has either been granted GMQS allotments, is exempt from GMQS, or GMQ$ allotments are available to accommodate the proposed development and will be considered prior to, or in combination with,final PUD development plan review. Staff Finding The Applicant is aware that a total of twenty-nine LP tourist accommodation allotments are currently available. This proposal requires 16 LP allotments. Pursuant to Section 26.470.070(J) of the Land Use Code, the five proposed affordable housing units are exempt from the GMQS scoring and competition procedures. 19 P69 As a matter of process, the Planning and Zoning Commission decides whether or not to grant the sixteen requested LP allotments. The GMQS Exemptions for the five affordable housing units will be decided by City Council during its review of the Minor PUD. Therefore, in accord with the requirements of this standard, all GMQS allotments and exemptions needed to accommodate the proposed development will be considered in combination with this PUD development plan review. B. Establishment of Dimensional Requirements: The PUD developmem plans shall establish the dimensional requirements for all properties within the PUD. The dimensional requirements of the underlying zone district shall be used as a guide in determining the appropriate dimensions for the PUD. The proposed dimensional requirements are listed below and shall comply with the following: Dimensional Requirements Comparison (units measured in feet or square feet) / 6,000 square feet 6,000 55,000 square feet No requirement Regulated via minimum lot area per dwelling unit; One lodge or residential bedroom per 197 otherwise, not specifically regulated, square feet of [or area. 60 feet 60 feet I0 feet 1 foot t 5 feet 0 feet I0 feet 10 feet Not regulated No Requirement 28 feet 51 feet 10 feet I0 feet 25% 4:8% (or no requirement) 7.5' x 6' (45 square feet in S. Mill Street Not regulated R.O.W.) I 1:1 2.5:1 including basement additions Rental space limited to a maximum of 0.5:1, which can be increased to 0.75:1 if at least 331/3% of the additional No requirement (no accessory commercial floor area is approved for residential use restricted to space proposed). affordable housing for employees of the lodge; non-unit space must account for no less than 0.25:l 0.49 spaces per bedroom (37 spaces and 76 0.7 spaces per bedroom, of which 0.2 spaces per bedroom bedrooms, including the five employee may be provided via payment-in-lieu hous ng bedrooms). *Setbacks and height vary in the development program. The specific dimensions included in the approved PUD plan define these dimensional standards. 1. The proposed dimensional requirements for the subject property are appropriate and compatible with the following influences on the property: 20 P70 a9 The character of, and compatibility with, ~existing and expected future land uses in the surrounding area. b) Natural or man-made hazards. c9 Existing natural characteristics of the property and surrounding area such as steep slopes, waterways, shade, and significant vegetation and landforms. d) Existing and proposed man-made characteristics of the property and the surrounding area such as noise, traffic, transit, pedestrian circulation, parking, and historical resources. Staff Finding There are no known natural or man-made hazards affecting the project site. There are no waterways affecting the project site or surrounding area. The existing vegetation on the project site is sparse, consisting mainly of that which has been planted within the various planter boxes. It is the Applicant's intention to remove and replace only those trees within the planters that have caliper measurements of less than four inches. All other trees are to remain. 2. The proposed dimensional requirements permit a scale, massing, and quantity of open space and site coverage appropriate and favorable to the character of the proposed PUD and of the surrounding area. Staff Finding The Applicant proposes increasing the height to accommodate a foUrth and fifth floor that is in keeping with the current architecture that has helped to define the Mountain Chalet today. This PUD will allow primarily for the ability to set the parking requirements and height requirements as discussed in this memorandu~n. Neither thi'site coverage nor the open space conditions of the site will change from those which currently exist. The massing and scale of the proposed development is consistent with that of the surrounding neighborhood. The expanded structure will provide for a more appropriate and complete backdrop to Wagner Park. This will better help to define the edge of the commercial core and the start of the Aspen Mountain base area neighborhood. 3. The appropriate number of off-street parking spaces shall be established based on the following considerations: a) The probable number of cars used by those using the proposed development including any non-residential land uses. b) The varying time periods of ase, whenever joint use of common parking is proposed. c) The availability of public transit and other transportation facilities, including those for pedestrian access and/or the commitment to utilize automobile disincentive techniques in the proposed development. d) The proximity of the proposed development to the commercial core and general activity centers in the city. 21 P71 Staff Finding The Land Use Code requires 0.7 parking spaces per lodge bedroom unless otherwise established via this standard. A total of 37 off-street parking spaces are proposed on the project site (no change). Moreover, the commemlal core (one block), the Rubey Park Transit Center (across the s~ree0, and Aspen Mountain (1.5 blocks) are all within easy walking distance. Limiting the amount of available off-street parking to those spaces currently existing will serve as a disincentive, encouraging guests and employees of the lodge to utilize alternative means of transportation to the maximum extent practicable, thereby forwarding the community goals expressed in the AACP. However, Staff believes that the Applicant should designate five spaces for the affordable housing units in accordance with the Housing Office's suggestion of 3 to 5 spaces. 4. The maximum allowable density within a PUD may ~be reduced if there exists insufficient infrastructure capabilities. Specifically, the maximum density of a PUD may be reduced if: a) There is not sufficient water pressure, drainage capabilities, or other utilities to service the proposed development. b) There are not adequate roads to ensure fire protection, snow removal, and road maintenance to the proposed development. Staff Finding The project site benefits from sufficient infrastructure capabilities to serve the proposed development and, therefore, no density reductions are necessary. As a result of the DRC meeting with various referral agencies, all utilities are available to the site and the existing capacities are adequate to accommodate the proposed density. Durant Avenue and South Mill Street are City of Aspen public rights-of-way and, as such, are already plowed and maintained by the City of Aspen. Vacated Dean Street is plowed by the St. Regis Hotel in exchange for the Mountain Chalet's commitment to provide maintenance (i.e., chip sealing in the summer); the two hotels maintain an agreement to this effect. The Aspen Fire District station is a three blocks from the project site, and the Mountain Chalet which is served with ample existing hydrants and is located within the fire protection district. 5. The maximum allowable density within a PUD may be reduced if there exists natural hazards or critical natural site features. Specifically, the maximum density of a PUD may be reduced if: a) The land is not suitable.for the proposed development because of ground instability or the possibility of mud flow, rock falls or avalanche dangers. b) The effects of the proposed development are detrimental to the natural watershed, due to runoff, drainage, soil erosion, and consequent water pollution. c) The proposed development will have a pernicious effect on air quality in the surrounding area and the City. 22 P72 d) The design and location of any proposed structure, road, driveway, or trail in the proposed development is not compatible with the terrain or causes harmful disturbance 'to critical natural features of the site. Staff Finding The project site is suitable for the proposed development. It is already developed and the proposed expansion will not consume much additional land. It is essentially fiat, and all of its area is within the slope classification category of 0-20%. As a result, very little addition impervious surfaces will be created on the property and only minimal impacts to the existing drainage conditions will result. Historic drainage rates will be maintained via the installation of an engineered roof drain, downspout and dry well system. Thus, the proposed development will not be detrimental to the natural watershed and will not result in water pollution. No wood burning devices will be installed. Further, the development will encourage the use of alternative means of transportation such as the buses to/from Rubey Park and walking. This will help to limit the mount of PM-10 generation attributable to the development. Regardless, the applicant will be required to comply with all requirements of the Environmental Health Department in connection with the issuance of building permits, and this will ensure that affects on air quality are addressed. No additional driveways, roads, or trails are proposed on the project site. There are no critical natural features on the site, and site disturbance will be kept to the mimmum required for construction 6. The maximum allowable density within a PUD may be increased if there exists a significant community goal to be achieved through stich increase and the development pattern is compatible with its surrounding development patterns and with the site's physical constraints. Specifically, the maximum density of a PUD may be increased if.. a) The increase in density serves one or more goals of the community as expressed in the Aspen Area Community Plan (AACP) or a specific area plan to which the property is subject. b) The site's physical capabilities can accommodate additional density and there exists no negative physical characteristics of the site, as identified in subparagraphs 4 and 5, above, those areas can be avoided, or those characteristics mitigated. c) The increase in maximum density results in a development pattern compatible with, and complimentary to, the surrounding existing and expected development pattern, land uses, and characteristics. Staff Finding The maximum allowable density in the underlying L/TR zone district is regulated via minimum lot area per dwelling unit; otherwise, it is not specifically regulated at all for allowed uses such as lodges. The proposed dime'nsional requirements, will allow one lodge or residential bedroom per 245 square feet Of lot size. The discussion regarding the 23 P73 proposal's consistency with the goals and objectives of the AACP clearly demonstrates that the project will serve to advance many goals of the community, not the least of which address small lodges and affordable housing. Also, as demonstrated in response to the two previous criteria, the site is physically capable of supporting the proposed density. Finally, the proposed development will be compatible with and complimentary to the existing and expected surrounding development pauerns, land uses, and characteristics. C. Site Design. The purpose of this standard is to ensure the PUD enhances public SPaces, is complimentary to the site's natural and man-made features and the adjacent public spaces, and ensures the public's health and safety. The proposed development shall Comply with the following: 1. Existing natural or man-made features of the site which are unique, provide visual interest or a specific reference to the past, or contribute to the identity of the town are preserved or enhanced ~n an appropriate Staff Finding The site does not presently contain any unique natural or man-made features that provide visual interest or a specific reference to the past, but Wagner Park and the Silver Cimle Ice Prink are both located directly across the street from the subject property. The Mountain Chalet will maintain its existing street orientations and architectural style. As the proposed elevations demonstrate, the building will continue to exhibit and provide a strong example of the Mountain Chalet style. The roof pitches will be maintained, as will the patterns created by the horizontal wood siding, balconies and shutters. The "Chalet" style detailing will be continued onto the redeveloped east wing as well as the new fourth and fifth floors. The perceived mass will be broken up by the inclusion of several gable ends, many balconies, and a change in exterior building materials between the lower and upper floors. The peak ridge height is reached in only two small areas that are set back in the center of the structure. The structure's height will be significantly less from the Dean Street side due to the higher grade existing on the south side. Designated and protected view planes from the Wheeler Opera House will not be affected, and views from the commercial core to Aspen Mountain will not be compromised. In fact, only the north St. Regis facade will be obstructed. Further, the proposed overall height of the Mountain Chalet will be similar ro, but still lower than that of the St. Regis. Moreover, the heights proposed herein will be perceived as significantly lower than the height of the St. Regis and the hotel proposed for replacement of the Grand Aspen since both of these sites are located substantially higher up the hillside created by the base of Aspen Mountain. The existing Mountain Chalet lodge was constructed in multiple (11) phases over a period spanning some forty-one years. As a result, the existing design is somewhat 24 P74 disjointed, with a four story west wang next to a two and one-half (2.5) story center and east wing. Architectural detailing is not consistent on-all sides. The completed expansion will provide an overall balance to the structure. 2. Structures have been clustered to appropriately preserve significant open spaces and vistas. Staff Finding Only one structure exists on the property and no additional structures are proposed. The peak ridge height of the expansion is clustered into only two small areas that are set back in the center of the structure. Please refer to the response provided for the prewous standard for greater elaboration on the proposal's effect on vistas. 3. Structures are appropriately oriented to public streets, contribute to the urban or rural context where appropriate, and provide visual interest and engagement of vehicular and pedestrian movement. Staff Finding Please refer to the response provided for standard C.I., above. 4. Buildings and access ways are appropriately arranged to allow emergency and service vehicle access. Staff Finding The site is surrounded on two of its four sides by pul21ic rights-of-yvay, and by a private street on its third side. Emergency vehicle access will continue as is, primarily from Durant Avenue and vacated Dean Street. The structure is and will continue to be accessible for fire protection. Service and delivery vehicles will continue to use the existing loading areas on vacated Dean Street and Durant Avenue. The trash area will remain in its current location, just off South Mill Street at the top of the garage ramp. $. Adequate pedestrian and handicapped access is provided. Staff Finding The existing detached sidewalks will be maintained around the structure's east, north and south sides. All sidewalks will remain in their current configurations, except the Durant Avenue sidewalk will be improved as part of the development's third phase in order to provide a level grade. The improvemem of the Durant Avenue sidewalk will greatly help with handicap access. The handicap accessible ramp along the side of the garage ramp will be rebuilt as part of the expansion and will continue to comply with ADA specifications. The elevator access to the upper levels will be maintained throughout the expansion processes. The two handicap accessible rooms (units 108 and 110) will continue to comply with ADA specifications. 25 P75 6. Site drainage ~s accommodated for the proposed development in a practical and reasonable manner and shall not negatively impact surrounding properties. Staff Finding The project site is already developed and the proposed expansion will consume very little additional rand. Therefore, oniy minimal additional impervious surfaces will be created on the property and, only minimal impacts to the existing drainage conditions will result. Regardless, an engineered roof drain, downspout and dry well system will be installed to ensure that no drainage related impacts will be felt on surrounding properties. 7. For non-residential land uses, spaces between buildings are appropriately designed to accommodate any programmatic functions associated with the use. Staff Finding There are no detached buildings to accommodate spaces between. No new outdoor programmatic functions are associated with the proposed development. The existing courtyard areas will be maintained. D. Landscape Plan. The purpose of this standard is to ensure compatibility of the proposed landscape with the visual character of the city, with surrounding parcels, and with existing and proposed features of the subject property. The proposed development shall comply with the following: 1. The landscape plan exhibits a well designated treatment of exterior spaces, preserves existing significant vegetation, and provides an ample quantity and variety of ornamental plant species suitable for the Aspen area climate: Staff Finding There is currently very little landscaping on the property as it is mostly built out to the lot. lines with the lodge structure itself except for several planters and a large tree located in front of the Mountain Chalet. To date, no landscaping plan has been submitted and for practical reasons, is unnecessary in the subject case. The Applican.t intends to replace all existing trees located in planter boxes and having caliper measurements of less than four inches. Otherwise, all existing plantings will be maintained and no additional plantings are currently proposed. 2. Significant existing natural and man-made site features, which provide uniqueness and interest in the landscape, are preserved or enhanced in qn appropriate manner. 26 P76 Staff Finding Please refer to the response provided for the prewous standard. 3. The proposed method of protecting existing vegetation and other landscape features is appropriate. Staff Finding For any trees to be protected or otherwise requiring protection, the applicants propose the following methods of ensuring their protection. Prior to construction, all trees to be protected will have orange protective barrier fencing erected which, as a minimum, will be supported by 1' x 1' ar similar sturdy stock for shielding of protected trees no closer than six feet from the trunk or one-half (1/2) the distance of the drip line, whichever is grea~er. Within this protection zone, there will not be any movement ofequipmem or storage of eqmpmem, materials, debris, fill, or cut unless approved by the City Forester. During the construction stage, the developer will prevent cleaning of materials or equipment, or the storage or disposal of waste materials such as paints, oils, solvents, asphalt, concrete, mortar, or any other material harmful to the life of a tree within the drip line of any protected tree or group of trees. If these methods are deemed by the City Forester as unsatisfactory or in need of supplementation, the applicant is willing to work with him to arrive at an acceptable plan. E. Architectural Character. It is the purpose of this standard is to encourage architectural interest, variety, character, and visual identity in the proposed development and within the City while promoting efficient use of resource~s. Architectural character is based upon the suitability of a building for.its purposes, legibility of the building's use, the building's proposed massing, proportion, scale, orientation to public spaces and other buildings, use of materials, and other attributes which may significantly represent the character of the proposed development. There shall be approved as part of the final development plan an architectural character plan, which adequately depicts the character of the proposed development. Th e proposed architecture of th e development shall: 1. be compatible with or enhance the visual character of the city, appropriately relate to existing and proposed architecture of the property, represent a character suitable for, and indicative of, the intended use, and respect the scale and massing of nearby historical and cultural resources. Staff Finding The existing Mountain Chalet lodge was constructed in eleven phases over some forty- one years. As a result, the existing design is somewhat disjointed, with a four story west wing next to a two and one-half (2.5) story center and east wing. Architectural detailing is not consistent on all sides. The completed expansion will provide an overall balance to 27 P77 the structure. The expanded structure will provide for a more appropriate and complete backdrop to Wagner Park. The "Design Quality and Historic Preservation" element of the AACP is intended to "Ensure the maintenance of character through design quality and compatibility with historic features." The architecture of the existing Mountain Chalet lodge has been described as, appropriately enough, "Swiss/Mountain Chalet," and it is one of the structures that contributes to the eclectic design quality and small-town uniqueness of Aspen. The expansion will maintain and enhance this design quality in the area at the base of Aspen Mountain. The proposed layout of the new lodge units and their architecture have been specifically designed to be fully compatible and consistent with the existing design. This will ensure that the architecture represents a character suitable for and indicative of the intended use. 2. incorporate, to the extent practical, natural heating and cooling by taking advantage of the property's solar access, shade, and vegetation and by use of non- or less-intensive mechanical systems. Staff Finding There is an existing, outdoor swimming pool and hot tub, both of which are partially heated with power generated from the six solar collectors on the roof of the building's east wing. If practical, the Applicant intends to reinstall the existing solar panels or replace them with new ones after the expansion is completed. The reinstalled or replaced solar panels would be moved to the center portion of the building, facing Dean Street in order to make them less visible from the surrounding public streets and sidewalks. All existing and created sub-grade spaces benefit from natural cooling: 3. accommodate the storage and shedding of snow, ice, and water in a safe and appropriate manner that does not require significant maintenance. Staff Finding The functions described in this standard are already accommodated by the existing lodge and will continue to be facilitated in the same manners as presently employed. F. Lighting. The purpose of this standard to ensure the exterior of the development will be lighted in an appropriate manner considering both public safety and general aesthetic concerns. The following standards shall be accomplished: 1. All lighting is proposed so as to prevent direct glare or hazardous interference of any kind to adjoining streets or lands. Lighting of site features, structure~, and access ways is proposed in an appropriate manner. 28 P78 Staff Finding No exterior lighting beyond that currently existing is proposed. Nevertheless, the development will comply with Section 26.575.150, Outdoor Lighting, of the Regulations, and specifically with Section 26.575.150(E), Non-Residential Lighting Standards (including mixed use projects). Compliance with said section will ensure consistency with this PUD review standard. No lighting of site features or structures is proposed, and no lighting will cause direct glare on or hazardous interference of adjoining streets or lands. 2. All exterior lighting shah in compliance with the Outdoor Lighting Standards unless otherwise approved and noted in the final PUD documents. Up-lighting of site features, buildings, landscape elements, and lighting to call inordinate attention to the property is prohibited for residential development. Staff Finding Please refer to the narrative provided in response ro the previous standard. G. Common Park, Open Space, or Recreation Area. If the proposed development includes a common park, open space, or recreation area for the mutual benefit of all development in the proposed PUD, the following criteria shall be met: I. The proposed amount, location, and design of the common park, open space, or recreation area enhances the character of the proposed development, considering existing and proposed structures and natural landscape features of the property, provides visual relief to the property's built form, and is available to the mutual benefit of the various land uses and property users of the PUD. Staff Finding No'designated parks, open spaces, or recreation areas are proposed as part of the PUD, rendering this standard inapplicable. 2. A proportionate, undivided interest in all common park and recreation areas is deeded in perpetuity (not for a number of years) to each lot or dwelling unit owner within the PUD or ownership is proposed in a similar Staff Finding No common park or recreation areas are proposed. 3. There is proposed an adequate assurance through a legal instrument for the permanent care and maintenance of open spaces, recreation areas, and 29 P79 shared facilities together with a deed restriction against future residential, commercial, or industrial development. Staff Finding No such areas are proposed; thus, there is no need for a deed restriction against futgre residential, commerciai, or industrial development. H. Utilities and Public facilities. The purpose of this standard is to ensure the development does not impose an undue burden on the City.'s infrastructure capabilities and that the public does not incur an unjustified financial burden. The proposed utilities and public facilities associated with the development shall comply with the following: Adequate public infrastructure facilities exist to accommodate the development. Staff Finding Connections to public water and sewer will be made and the respective capacity of these services will not be exceeded. Historic drainage patterns and rates will be maintained. Impacts on parks and schools will be minimal as most of the development Is comprised of tourist accommodations. Only three affordable studio dwelling units and two affordable one-bedroom dwelling units are proposed for use by employees of the lodge, and these will have negligible affects on schools and parks. Given the one bedroom or smaller size of these units, it is not at all likely that school age children will be living on site. Park lands are plentiful in the neighborhood, with Wagner Park, Bass Park, Paepke Park, and the Silver Circle Ice Rink all located nearby. These parks and AspenMountain all maintain more than enough capacity to adequately serve the proposed development. The roads serving the project site are already plowed and maintained by the City of Aspen. The site is located on a public street, making it easily accessible for emergency medical services and fire protection. The introduction of sixteen new lodging units and three affordable housing units will not result in demands exceeding the capacity of any public facilities or services. 2. Adverse impacts on public infrastructure by the development will be mitigated by the necessary improvements at the sole cost of the developer. Staff Finding Wh~le no adverse impacts on public infrastructure are anticipated, the Applicants have 'agreed to bear the costs of any necessary connections, upgrades, and line extensions. Pursuant to Section 26.610.020 of the Regulations, park development impact fees for the new lodge bedrooms (but not the affordable housing bedrooms) will be due at the time of building permit issuance. 30 P80 3. Oversized utilities, public .facilities, or site improvements are provided appropriately and where the developer is reimbursed proportionately for the additional improvement. Staff Finding It is not believed that any over-sizing of utilities will be necessary, but if such should be required, the applicant will be glad to be reimbursed. In the event that utilities have been oversized in connection w/th other developments in the area and an agreement for reimbursement is in place, the applicants will pay their proportionate reimbursement fees for connection to such facilities. I. Access and Circulation. (Only standards 1&2 apply to Minor PUD applications) The purpose of this'standard is to ensure the development is easily accessible, does not unduly burden the surrounding road network, provides adequate pedestrian and recreational trail facilities and minimizes the use of security gates. The proposed access and circulation of the development ~hall meet the following criteria: 1. Each lot, structure, or other land use within the PUD has adequate access to a public street either directly or through an approved private road, a pedestrian way, or other area dedicated to public or private use. Staff Finding Each unit of the proposed PUD will have direct access to the adjacem streets via the vartous exits from the lodge. Z The proposed development, vehicular access points, and parking arrangement do not create traffic congestion on the roads surrounding the proposed development, or such surrounding roads are proposed to be improved to accommodate the development. Staff Finding As mentioned above in prior sections of this memorandum, the proposed development will not create traffic congestion on the roads surrounding the property. The property is surrounded by streets on three of its four sides. The surrounding streets can accommodate the proposed development without any need for further improvement J. Phasing of Development Plan. (does not apply to Conceptual PUD applications) The purpose of this criteria is to ensure partially completed projects do not create an unnecessary burden on the public or surrounding property owners and impacts of an individual phase are mitigated adequately. If phasing of the development plan is proposed, each phase shah be defined in the adopted final PUD development plan. The phasing plan shall comply with the following: 31 P81 1. All phases, including the initial phase, shall be designed to function as a complete development and shall not be reliant on subsequent phases. Staff Finding The applicants propose three separate phases ro complete the development of the PUD. The division of construction into three separate phases is necessary for the Applicants' ability to finance the project. Phase one involves fourth and fifth floor additions in the central portion of the structure. The phase one addition wilt accommodate the development of eight new lodge units on the fourth floor and a new lounge on the fifth floor. Phase two includes the demolition.of the building's existing two and one-half (2.5) story eastern wing and its redevelopmem with four stories of lodge rooms and sub-grade/garden level employee housing. The phase two eastern wing will house seven new lodge units on each of its four floors, as well as five employee dwelling units in the sub-grade/garden level space. Phase three will involve only the remodeling of the lobby and common area spaces on the first and second floors, and improvemem of the Durant Avenue sidewalks. Each of the first two phases will function independently, as a complete development when concluded. All necessary facilities and staff are already in place and will be maintained throughout the various phases of development. When phase one is completed, the lodge will function as normal. Phase two will be a bit more disruptive to operation, but since it involves a distinct wing of the lodge, the unaffected portions will be able to go on operating as usual. Phase three will require some interim measures, all of which will be easily accommodated within the existing structure and during the off season. 2. The phasing plan describes physical areas insulating, to the extent practical, occupants of initial phases from the construction of later phases. Staff Finding Potential occupants of the initial phases will be made aware of when subsequent construction phases will commence, and will have the choice of whether or not to use the affected unit(s). 3. The proposed phasing plan ensures the necessary or proportionate improvements to public facilities, payment of impact fees and fees-in-lieu, construction of any facilities to be used jointly by residents of the PUD, construction of any required aJfordable housing, and any mitigation measures are realized concurrent or prior to the respective impacts associated with the phase. Staff Finding The proposed phasing plan will be described in detail and guaranteed via the PUD Agreement. The only applicable impact fees will be those associated with Parks, and said 32 P82 fees are required, and guaranteed, at the time of building permit issuance. Building permit and PUD Agreement requirements will also guarantee any necessary improvements to public facilities. As discussed, the Applicant shall provide for employee generation for Phase 1 by deed restricting rooms at the Kitzbuhel Lodge until Certification of Occupancies are provided for the five employee units in Phase 2. Specifically, it is proposed that a one-bedroom unit in the Kitzbuhel Lodge, owned by the applicant, will be temporarily deed restricted to mitigate for the minor employee generation impacts attributable to the phase one expansion. 33 P83 EXHIBIT C SUBDIVISION The Definitions section (26.104.100) of' the Land Use Code explains ~hat subdivision approval is required whenever leasehold interests will be transferred, as will be the case with the deed restricted employee housing units to be built in Phase Two of the Mountain Chalet expansion~ Section 26.480.050 states that a development application for subdivision review shall comply with the following standards and requirements: A. General Requirements. a. The proposed subdivision shall be consistent with the Aspen Area Comprehensive Plan. Please see Standard B in ExhibitA rezoning for this response. b. The proposed subdivision shall be consistent with the character of existing land uses in the area. Please see Standard C in ExhibitA rezoning for this response. c. The proposed subdivision shall not adversely affect the future development of surrounding areas. This standard has been covered in Exhibit B Minor Planned Unit Development for this response. d. The proposed subdivision shall be in compliance with all applicable requirements of this Title. Please see Standard A in ExhibitA rezoning for this response. B. Suitability of Land for Subdivision. a. Land Suitability. The proposed subdivision shall not be located on land unsuitable for development because of flooding, drainage, rock or soil creep, mudflow, rockslide, avalanche or snowslide, steep topography or any other natural hazard or other condition that will be harmful to the health, safety, or welfare of the residents in th e proposed subdivision. This standard has been covered in Exhibit B Minor Planned Unit Development for this response. b. Spatial Pattern Efficient. Th'e proposed subdivision shall not be designed to create spatial patterns that cause inefficiencies, duplication or premature extension of public facilities and unnecessary public costs. 34 P84 This standard has been covered in Exhibit B Minor Planned Unit Development for this response. C. Improvements. The improvements set forth at Chapter 26.580 shall be provided for the proposed subdivision. These standards may be varied by special review (See, Chapter 26.430) if the following conditions have been met: 1. A unique situation exists .for the development where strict adherence to the subdivision design standards would result in incompatibility, with the Aspen Area Comprehensive Plan, the existing, neighboring development areas, and/or the goals of the community. 2. The applicant shall specify each design standard variation requested and provide justification for each variation request, providing design recommendations by professional engineers as necessary. The applicant intends to provide all improvements set forth in Chapter 26.580, as applicable. The improvements will comply with the design standards also contained tn said Chapter. D. Affordable Housing. A subdivision which is comprised of replacement dwelling units shall be required to provide affordable housing in compliance with the requirements of Chapter 26.520, Replacement Housing Program. A subdivision which is comprised of new dwelling units shall be required to provide affordable housing in compliance with the requirements of Chapter 26.470, Growth Management Quota System Chapter 26.520, Replacement Housing Program, is not applicable as no resident or other multi-family housing is being demolished. The applicable standards of Chapter 26.470, Growth Management Quota System, have been addressed as part of the application book, in reference to the GMQS exemptions. E. School Land Dedication. Compliance with the School £and Dedication Standards set forth at Chapter 26.630. This section of the subdivision regulations requires the dedication of land or the payment of an in-lieu fee for each new residential unit in a subdivision. Note that Section 26.630.030(C) of the Code explains that, "When the proposed subdivision contains of mix of residential, commemial, and other uses, the required dedication shall be based on the number of proposed residential units only." As the property in question contains only 18,750 square feet of land, almost all of which ts developed, and is located within the original Aspen townsite, the dedication of land would not be appropriate and the payment of cash-in-lieu represents a more fitting option. These payments shall be made to the City prior to and on a proportional basis to the 35 P85 issuance of any building permits for the five deed restricted residential dwelling units based on calculations to be performed by staff of the Community Developmem Department in accordance with the formula provided in the Code. The Calculation The City of Aspen requires the either the dedication of land or payment of cash-in_-lieu fee for each new unit in a subdivision so that current levels of services can be maintained in the Aspen School District. The Applicant has offered a cash-in-lieu payment instead of a land dedication. Calculatiug this payment is done in the following way (See Chart 1 below) pursuant to Section 26.630.040(B): Chart 1. Property Land Dedication ~ [ ] Market Value X Standard per Unit X = Payment In flus case, the Applicant is proposing 5 one-bedroom units of affordable housing for a total of five bedrooms that equates to a Land Dedication Standard of 0.0012 for a one bedroom unit. Since there are more than one unit proposed for this subdivision, then each unit shall be assigned its proportionate share of the current market value which in this case equates to $850,000 per unit. Using Chart 1. above, the fee is calculated as $t,683.00. $ 850,000 0.0012 (1 bedroom) 0.33 $336.60 $ 850,000 0.0012 (1 bedroom) 0.33 $336.60 $ 850,000 0.0012 (1 bedroom) 0.33 $336.60 $ 850,000 0.0012 (1 bedroom) 0.33 $336.60 $ 850,000 0.0012 (1 bedroom) 0.33 $336.60 Total $1,663.00 The market value of the land is defined as the value of the land at the time of paymem, excluding the value of any structures on the property. The Applicant has determined, according to Pitkin County assessors that the market value of the Mountain Chalet property to be $4,250,000 which then generates a Land Dedication Fee of $1,683.00as shown calculated in the matrix above. 36 P86 MEMORANDUM TO: Mayor and City Council THROUGH: Steve Barwick, City Manager FROM: Randy L. Ready, Assistant City Manager~/f'~ DATE: September 5, 2001 RE: Resolution No. 89 - Series 2001. ACRA Marketing Plan Budget Approval Summary: Attached for your review is a proposed marketing plan and budget for the City of Aspen Tourism Promotion Fund. A 1.0% Visitor Benefit Tax on the short-term rental of commercial lodging accommodations was approved by Aspen voters in November 2000. Fifty percent (50%) of the proceeds from the new tax are dedicated to transportation services and fifty percent (50%) are dedicated to tourism promotion activities as described in Ordinance No. 45, Series 2000 and in the subsequent Agreement effective February 27, 2001 between the City of Aspen and ACRA regarding the tourism promotion fund. The agreement requires ACRA to submit a "marketing plan and budget" prior to the beginning of each annual term. Your approval of this proposed marketing plan and budget will extend the Agreement through December 2002 and will authorize staff to pay over To ACRA the marketing funds raised by the tax on a quarterly basis. The Finance Department currently projects that the 1.0% Visitor Benefit Tax will generate approximately $440,000 for the tourism promotion fund in 2001. Recommendation: Staffrecommends a motion to approve Resolution No. 89, Series of 2001. P87 RESOLUTION NO. 89 SERIES OF 2001 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ASPEN. COLORADO. APPROVING THE 2001-2002 MARKETING PLAN AND BUDGET FOR THE CITY OF ASPEN TOURISM PROMOTION FUND AND EXTENDING THE TERM OF THE AGREEMENT REGARDING THE TOURISM PROMOTION FUND THROUGH DECEMBER 31 2002. WHEREAS. on March 26, 2001 the Aspen City Council approved an Agreement between the City, the Aspen Lodging Association (ALA), and the Aspen Chamber Resort Association (ACRA) relating to the expenditure of a portion of the receipts of the recently imposed 1.0% visitor benefit tax; and WHEREAS. the Agreement requires ACRA to submit to the City a detailed annual marketing program and expense budget, along with a review of the prewous year's program (except for the first year); and WHEREAS, the term of the Agreement may be extended by mutual agreement of the parties upon the submission by ACRA of the annual marketing plan and budget and the approval of the same by the City Council; and WHEREAS. the City Council desires to approve the proposed marketing plan and budget and thereby extend the term of the Agreement through December 31. 2002. NOW, THEREFORE, BE IT RESOLVED BY .THE CITY COUNCIL OF THE CITY OF ASPEN. COLORADO: That the 2001-2002 marketing plan and budget appended hereto as Exhibit A is hereby approved and the term of the Agreement is hereby extended to December 31, 2002. RESOLVED. APPROVED, AND ADOPTED this 10th day of September, 2001. by the City Council for the City of Aspen. Colorado. Helen Kalin Klanderud, Mayor I. Kathryn S. Koch, duly appointed and acting City Clerk do certify that the foregoing is a true and accurate copy of that resolution adopted by the City Council of the City of Aspen, Colorado, at a meeting held September 10, 2001. Kathryn S. Koch, City Clerk P88 - ASPEN ':~"-~" :~": September 10, 2001 of the Aspen City Ooune2. ~. ~ : We appreciate the oppor~u~ey [o present ~s markeeing plan and ~~ proposed budge~ for Aspen's ~ourism promotion fun& As you know, c H A M B E R ~he Aspen Chamber gesorg Association was con~racged by R E s o R T of Aspen ~o admits,er ghe marketing ~nds res~ing ~om the passage of the lod~ng lax. 42s Ri,~ Gt-gndc Pl~c~ In this packet, you wi~ find the comprehensive, bound marketing ~p~ coto~,~ 8 ~ plan tha~ is a resulg of eig~e months of work by the AC~'s Markeeing Advisory Committee and PgACO, ~he marketing firm T 97(1 925 1941 we-hired. " ~w~'.~p~,,<:.,,,:b.,'.~,~ You also will find a brief overview of the plan with bullet points; the detailed propose4 budge: for 2001-2002; and a summation of the feedback we have received ~om the community. We're available at any time :o answer questions, and we look forward :o meet~g with you on Monday, Sept. ~erely, Chris~ino .Nolen President and CEO Aspe~ Chamber gesor~ Association P89 PRACO. LTD. Public Advertising Company 2001-2002 ASPEN MARKETING PLAN 5300 DTC Pa,-~way. Campaign Goals · ncr·as· hotel occupancy & expenditures for trial visitors Suite 200 · Provide realistic ROI Englewood, CO 80111 · Re-energize Aspen brand to tria visitors · Leverage marketing investment through co-ops 303-689-0704 Campaign ObiectLves Fax 303-850-7820 · Generate measurable direct contacts · Generate $2,400,000 in new lodging revenue by year 2 of can* pa~gn www.praco,com · Orovide short-term ROI of $6 to $1 · Provide long-term ROI of $18to $1 Member ,L~4A Strategy #1: Research · Brand Reoorl · Aspen Ski Co. CO-bp Quantitative Survey · Creative Testing · ACRA Quantitative Survey Strategy #2: Package Development · 52 Packages per ~ear · Developeo [}y ACRT · Target "hot deal" travel sections in top 100 'national newsoapers · Additional efforts in Los Angeles & Dallas · Trackable and measurable Strategy #3: Community Relations ·Two-way communication program ro eoucate inform, and elicit feedback on the ACRA marketing efforts Strategy #4: "Booster Shots" - Two Direct Marketing Campaigns · Regional focus in LA & Dallas/Ft. Worth [winter & summer) · MNI Magazines- 6 oublications · Bloomberg.com · NPR Radio soonsorshios · Direct mail campaign with American Express - series of 3 posrcams · Trackable and measurable Strategy #5: Campaign Site · Adiunct to ACRT site · Address barriers · Promote & list packages · Links to booking function.or 800# · Links to a variety of Aspen sites · Trackable and measurable Pg0 ASPEN CHAMBER RESORT ASSOCIATION 2001-2002 MARKETING PLAN: COMMUNITY COMMENTS AND MOST FREQUENTLY ASKED QUESTIONS At the request of the city manager's office, we've compiled a brief repor~ on the questions and comments the community offered in response to a review of the marketing plan. Background: Once the research had been completed and the marketing plan began to take shape, ACRA and its contracted agency, PRACO, met with a variety of community groups to discuss strategies and tactics. These groups included .the ACRA's 20-member Marketing Advisory Committee; the Aspen Lodging Association; PR Connections, which is the group composed of local public relations managers; the Aspen Skiing Company staff and its agency representatives; the Snowmass Village Resort Association staff and its agency representatives; the ACRA Board of Directors; and the community at large. It must be noted that the general reaction, even from some ofihe most opinionated, experienced folks in our community, was very positive. The goals, objectives and strategies of the campaign were affirmed arid the research and thoughtfulness that had led us to this 'point were acknowledged. We then proceeded to more specific feedback: How does this tie in to the Skiing Company's and Snowmass's marketing plans? Thanks to thorough communication between our marketing staffs and our agencies, we have all identified some very consisten~ audiences we think are ripe for trial Skico, of course, goes after the skier/snowboarder audience and segments it from there; Snowmass, not surprisingly, will Strongly garget families: and ACRA has identified--by lifestyle--affluent, active, metropolitan-area adults who love adventure- based vacations. We are working hard to dovetail our efforts, not duplicate them. SVRA and ACRA are employing cwo agencies with a strong fraternal relationship, and we are talking about cooperative advertising in the fall of 2002. Why is Aspen Central Reservations the call to action? We sent ou~ requests for proposals to virtually every local travel agent. ACRT's proposal was selected by a subcommittee of the Marketing Advisory Committee. ACRT has a sophisticated on-line booking system, tools for measuring results of our campaign, and is a community-based reservations agency serving the Aspen and Snowmass communities exclusively. P91 Another Web site? Don't we have enough in this community? We don't consider aspeneffect.com another Web site. It's a portal that we need to 1) break down barriers to visiting and booking Aspen; 2) drive business to the sites to which it seamlessly connects: aspensnowmass.com; stayaspen.com; aspenchamber.org; etc. and 3) you'll hear us say this again and again--we've got to have 'a tool co track the results of this campaign. Why are Los Angeles and Dallas the focuses of the "booster shot" campaigns? First, it's lmpor~ant to remember that the package promotions--to the top 100 newspapers with package sections and travel Web sites--and other elements of the Chamber's marketing efforts are nationwide. The booster campaigns were limited to cwo markets because of the advertising costs. Los'Aixgeles came to the top of everyone's list; research has shown that we have a very strong California audience, with room for growth~ Dallas was selected as th9 second city because: it is also a lucrative market for Aspen; we needed a market that would work for both summer and winter, and those folks who are not die-hard skiers in the East and Midwest are not as likely to take a winter Rocky Mountain vacation, and Dallas is a less expensive buy than, say, Chicago or New York. (As an aside, our research showed that access was not the detractor we thought it might be. In other words, we believe the absence of direct flights from Dallas is outweighed by the positive points of this market.) We understand public relations is a big part of the effort, but promoting ~ package a week? Isn't that jusfinundating editors with information they don't want? The ma3or goal of the marketing effort is to drive business in the lodging sector, so offering vehicles that epcourage our audiences to book is critical. And these are not stories we're pitching to editorial staffs; these are attractive packages, activity-based, that we're sending to publications that like tc list such packages in special sections. How does the creative address campaign strategies? Aren't we just selling sex? As one might expect, the display advertising graphics and copy received the most comment. (Although a relatively limited portion of the overall marketing plan, they are the most visible reflection of it.) It is somewhat challenging to respond to this m a brief such as this, without reiterating the research findings and strategies that logically led us To this point. But in short, we believe that to achieve success, we need to do more than list the attributes of the resort. We also need to do more than deny that we are expensive, exclusive, and inaccessible. These strategies have been employed in the paso, and are not driving incremental new business. P92 We have to hit our targeted audience where they live, and they've told us the element that distinguishes a successful experience for them is how they feel on vacation. This group could essentially go anywhere; they make vacation decisions based on how intense and sensuous they know their experiences will be. We also know that the most attractive photos and the best copy are useless if no one is looking at them. If we are going to employ display advertising at all, it has to draw attention or we've wasted our limited resources. P93 ASPEN CHAMBER RESORT ASSOCIATION 2001-2002 MAHKETING PLAN PROPOSED BUDGET PRESENTED TO ASPEN CITY COUNCIL SEPT. 10~ 2001 INCOME Lodging tax revenue $ 440,000 Co-op funds $ 140,000 TOTAL INCOME 8 580,000 EXPENSE Advertising - media buys S 168,000 *Committee expense $ 1,500 Contract labor *administration $ 8,500 research $ 48,000 marketing .plan ~ 1,500 package development ~ 12,000 campaign site $ 28,500 *Legal and accounting $ 10,000 Postage and printing - direct n/ail S 156,000 Professional fees production/graphic design $ 26,000 agency research $ 12,000 marketing plan S 18,500 package development S 38,000 campaign site S 6,500 community relations $ 15,000 Travel S 10,000 Contingency S 20,900 TOTAL EXPENSE $ 580,000 * Chamber reimbursement P94 To: City Council From: Ed Sadler Subject: Trolley Ballot Issue Date: Aug. 14, 2001 To adequately address a ballot issue for the Aspen citizens to vote on in the next year and to be adequately informed, there are several questions that would need to be addressed. These are: 1) What is the proposed route of the Trolley? 2) How much will it cost (to build and to operate)? 3) How will it be paid for? 4) When will it start? 5) How long will it tak~? 6) What are the impacts (both during construction and long term)? Ho~v long of a route is planned? Is the route the-original route proposed by the Trolley Committee, or a shorter route? A shorter route will cost less, require fewer cars, have less impact and be completed sooner. A shorter route does however present turnaround problems. Once the first question is answered, the second question is easier to answer. Putting together costs for a project like this is somewhat more difficult. If the route has been chosen, that narrows.:it down somewhat, but in order not to mislead people, a rather thorough evaluation needs to be done. A project like this is not as sim pie as refurbishing 6 trolleys, laying some track and running electrical lines. More than likely, the infrastructure work required will be more than half of the cost of the project. Many Utilities will have to be relocated, roads rebuilt, sidewalks replaced and transformers installed just to name a few items. Any cost calculation should include these numbers and should also give some idea of the maintenance and operation costs. Operation costs for a system like this could be very expensive due to the age of the trolleys and the difficult task of getting parts. Currently I would estimate that to get a price together for building the system would run anywhere from $25,000 to $75,000. The cheaper price would get you an estimate that would be about 80% accurate and the higher price would get you an estimate that would be about 95% accurate. Who will pay seems to be cica r at this point, but there is a word of caution. I believe that it is easier for the Trolley Committee to raise P95 funds for the visible and more glamorous parts of the project like refurbishing the trolleys and even laying track. Will the benefactors be as willing to donate money for such things as moving a sewer line or installing a new transformer? I believe that it just needs to be made clear that the fundraisers are responsible for all aspects of the project. Before the City makes a final commitment to the project, the fundraising group should also be responsible for preparing, a realistic operating plan with operating and maintenance costs included. Next, is the question of when will it start? Will Council insist on a time frame from the fundraising group to have raised its money so the trolleys don't languish .at Cozy Point for another 10 years? This may also be an important issue to impart on the voting public. How long will the construction project take? Depending on the length of the Trolley route, a project like this will take anywhere from one to three years to complete working year around. This is not the type of project that can be done in two-month increments during the off season. As a reminder, it was only a year ago that numerous businesses were' upset at the prospect of DEPP interrupting their businesses during the off season for only 6-7 weeks. What will happen with main streets and sidewalks being torn up for longer periods of time? Impacts? The impacts will be numerous. In addition to the obvious ones of losing parking spaces during construction, sidewalks and roads torn up and blocked off, there will also be expected and unexpected utility interruptions, noise, dust and traffic problems. Truscott utility work is taking 4-5 months in a residential setting where most of the people are gone during working hours. A project of this scope will take much longer and be in a business setting~where the work is taking place during their peak business hours and utility interruptions are even more disruptive. IfTruscott utilities were difficult at best, the utility situation in downtown Aspen is ten times worse. As for long-term impacts, the most obviou's are the overhead wires required to power the trolleys and their impact on one of the more prominent view planes in town. The trolleys may also affect the number of parking spaces after the project is complete. P96 The ballot issue obviously does not need to address all of these issues. However, I believe that these are some of the issues to which Council needs answers. P97 To: Aspen City Council From: Jon Busch Subject: Aspen Trolley (Sadler memo) Dear Council members: Tony Hershey asked me to respond to Ed Sadler's memo dated 8/14, regarding questions needing answers for a ballot issue. In a message from Tony, he mentioned a number of issues which were apparently in another memo which I have not seen. I will answer those questions as well. TROLLEY RENOVATION: As with many of these questions, it comes down to a simple matter of interpretation - "is the glass half empty, or half full?" I understand Ed Sadter contacted the Gomaco Trolley Company. They build reproduction antique trolleys and renovate trolleys. Their reputation is for work of the highest quality and they are also the most expensive. Ed's estimate from Gomaco is $250,000 to $500,000 to restore a trolley to operating condition. Jn my conversation with Gomaco, it was confirmed that this is accurate. The wide range is because they have not inspected the trolleys. From this estimate. Ed (or Tony?) has suggested that restoration is impractical. This is the "half empty" scenario. The rest of the story Is this: A restored trolley from Gomaco is in NEW condition with that associated life expectancy. Typically that would mean at least 20 years between major renovations. For comparison, the new small city route busses just purchased by RFTA cost $288,000 each. The present Galena Street Shuttle vehicles cost approximately $40,000 each and have a useful lifespan of about 7 years. They ara higher maintenance (trolleys have very few moving parts) and less energy efficient. All things considered, a restored trolley vehicle is a reasonably priced option for consideration. SKIER ACCESS: It was suggested that it would be more difficult for someone in ski boots to board a trolley than a bus. While it may be possible to purchase Iow-floor busses for Galena Street, they are an expensive vehicle. Compared to the present Galena Street Shuttle. the trolleys have fewer steps and wider steos and would be easier for a skier to board. ADA COMPLIANCE: First, this is arguably not an issue. Though assembled in Portugal, these are histodc American trolleys and may be exempt for historic reasons. They may be exempt also because no government money is involved, if ADA compliance is deemed important whether reoulred or not, it can be accomodated in one of two manners: A lift may be installed under the rear end platform where there are no mechanisms to interfere, or a stationary lift may be Installed curbside al each stop as has been done in Memphis. Regarding Ed Sadler's comments in the memo of 8/14: Remember that there have been two studies completed on the trolley's feasibility. Many of the questibns have been addressed. P98 11 WHAT IS THE ROUTE OF THE TROLLEY? It is the same Galena Street route always contemplated. The only complication is that the skateboard park precludes that location for the trolley malntainance barn (Parks Department promised that it would maintatn access, but as the project evolved, it became apparent that it would not be the case). Fortunately there is an alternative site: the Chapery property behind the post office. It involves only a short section of additional track from the contemplated terminus at the post office. 2) HOW MUCH WILL IT COST (TO BUILD AND TO OPERATE)? Construction costs are stated in the 1990 feasibility study. Of course these figures need refinement, but I must remind Council again that construction costs AND vehicle revovation costs are being raised privately. Trolley operation figures are based on a RFTA model. Salary and wages are in RFTA 1990 dollars and are very comparable to what that agency pays to operate the present Galena Street Shuttle. A separate economic model was projected as an independent agency. As you might expect, costs were significantly higher (RFTA's Board stated as a policy matter, that they should operate a trolley Galena Street Shuttle). ~3) HOW WiLL IT BE PAID FOR? As you are aware, a previous City Council authorized formation of a 6320 non-profit corporation as a funding agency. This corporation has the authority to issue tax exempt bonds (not guaranteed by the City and therefore .not affecting the City's bond rating), in such a corporation, upon retirement of the bonds, the asset reverts to the municipality, 4) WHEN WILL IT START? When approvals have been granted. Once there is a conceptual.approval, fund raising can start and final construction, studies will be commissioned, 5) HOW LONG WILL IT TAKE? It is estimated that street (public space) construction will be completed within one off-season. This will be accomplished through modular construction - also sometimes called '"snap-track", The pavement will be cut, and pre- made track panels will be inserted. The complicating factor is the partially replaced Galena Street sewer line (replaced some years ago only to Hopkins), it is in the San District's long-term upgrade program to replace the remainder of this very old sewer line and they have state(3 that they would undertake this work at the same time as the trolley track installation. 6) WHAT ARE THE IMPACTS (BOTH DURING CONSTRUCTION AND LONG TERM)? Some of this is addressed in #5. Snow and it's removal have been mentioned over the years as a potential impact. Note that Toronto still has trolleys as Oo Boston and Philadelphia - all areas with large snowfall. There is a historic trolley operating in Norway today which serves a ski area. Standard road clearing methods apply on the track. The trolley wheels will have ice/snow scraping wedges in front of the wheels. tnternal[y in Ed's memo utility relocation was mentioned. Galena Street was chosen for the trolley rou~;e for many reasons, one was that there were minimal u~ilities in Galena P99 (rs Mill Street). There is only one sewer manhole needing relocation and that is in the part of Galena Street where the line has not yet been replaced. Minimal storm sewer relocation is needed at Main Street. All utilities are deep enough beJow the pavement that none. will be relocated with the exception of cable TV which was buried shallower than the City required 24 inches. Because this does not conform to City code, we anticipate that the cable company will De responsible for it's relocation. With regard to running additional electric lines, see below. The trolleys will run in mixed traffic, that is to say they will run in car lanes. There will be no change in present traffic or parking patterns on Galena Street, They can be powered by either a gasoline, propane or diesel generator as the Platte River Trolley In Denver. the Galveston Trolley and the White Horse (Yukon) Lisbon trolley, exactly like Aspen's. Clearly from an historic perspective they would have been operated from an overhead electric .wire and rail will be propedy bonded should the City ever wish to consider direct electric operation. The issue of :)arts availability was mentioned In Ed's memo. First refer back to the section on renovation. Secondly, the system can be operated with three restored care which leaves three others for parts. Secondly Lisbon made all their parts {except motor parts which are still available from GE) in house. Machinist drawings exist for all parts and are available. Additionally there are several systems operating with Lisbon trolleys. In this country Detroit operates them, ir England the Manx Electric Railway suppltments their rolling stock with Lisbon trolleys, Some additional equipment may become available out of the Lisbon fleet. As you can see, much time and effort has gone into the trolley project. Other issues have at least been explored minimally. Yes. the trolley could duplicate the Galena Street Shuttle by serving Hunter Creek via an extension which would also pick up the Shady Lane residential area. It could also extend to the lA ski lift via upper Galena Street and a City ROW across to the lift t~rminal. Yes, it could go to the music tent. But all of this is for some distant future time. The route chosen and studied was arrived at as the most economical plan which served, a legitmate community need. In conclusion, I once again say that this issue is one of looking for answers to allow the project to proceed or looking for reasons to not do it - "is the glass half empty, or half full?" Over the years the Aspen Street Railway Board of Directors and those commissioned to study the project, have asked the tough questions because we know you will ask them. We feel we have those answers at the ve~J least, conceptually. Our consultants have ncluded Street Railway Associates of Dallas Texas (the people responsible for the McKinney Avenue historic trolley line) and the national engineering firm of Barton Ashman. Early studies were prepared by Gales Creek Enterprises. We feel Aspen voters deserve an opportunity to be heard on this issue and through media coverage leading up to the May e~ection we feel they will have a thorough understanding of the trolley project. While it may be a worthy goal to craft a P100 question which will cover construction COSTS as well as operating costs, we feel that it must also De stated chat funding of those costs wtll not be borne by the taxpayer. If you have any further questions, please feel free to contact any of us. Jori Busch 925-6431 Bill Dinsmoor 923-4033 Bob D'Alessio (sorry, I'm in Telluride and don't have access to his phone#) Thanks for your time and consideration, Jon Busch PlO1 tAEA4ORANDUA4 TO: City Council FROM: Cindy C, hristensen, Operations Mon~ger, Housing Office THRU: Mary Roberts, Executive Director. Housing Office bATE: September IC Z001 RE: EUIDE/.ZNE RE~IEH/ The Housing Board is recommending that the City Council approve Ordinance No. 38 (Seri~s of 2001), Ado/~t/n9 the 2001 /l££ordab/e /-/ous/n,~ Eu/de/ines as Re¢omm~nd~E ~y 4spen/P/t~/n ~oun~ ~o~/~ 4ut~o~/~ ~ Housing 8oord opprowd R~olution No. ~001- 03, Re¢omm~nE/n~ 4pp~o~/ o~ t~ ~ 4s~n/P/tkin ~oun~ ~ou~/n~ ~/~/ine~ to 5, 2001. Below is th~ mist of changes that the Housing Board r~view~d and opprowd. ~ pog~ numbers r~lot¢ to the page in the Guidelines and the Guidelin~ show the recommended changes. MO~ON: Th~ Housing Board is recommending that ~h¢ CiW Council opprov~ Ordinance No. 38 {5~ri~s of 2001) at 1" reading on 5~ptember 10, 2001 and schedule 2~ reading and Public Hearing for 5¢ptember 24, ~001. During the discusqion of the Guidelines, som~ issues w~re raised that n~¢d further r~s¢orch. ~¢ following issues will be incorporated into o work plan for r~vi~w in 2002. They include: · Wait List · Capitol ~mprov~ments Pet Policy · Possibly adding additional categories PlO3 BOARD RECO~HA4ENDA TION$ ON THE RENTAL PORTION OF THE GUIDELTNE$: Page 6; ~aximum Income allowed for Rental Unit~. Staff s recommending that the rental income be increased by the Consumer Price ]Endex. RECOMMENDA'I'-ZON: 5taft would recommend this increase. A major change in rental income was reviewed and studied last year. Two professional adults income was taken into consideration and changed dramatically from 1999. BOARD RECOMML-'NDAT'ZON: The Board agreed with this increase. Page 6; Definition of an Employee'. Paragraph 1 rela,es to the definition of an employee. The definition is not totally dear in that it relates to who is eligible to rent and reside in employee housing. The paragraph does not relate to who should be counted for a bedroom. RECOMMENDA'T-r.r. ON: Staff is recommendin9 clarification of who is eligible to rent and reside in employee. The "Minimum Occupancy" will be further defined in the Definition section of the Guidelines. Staff is recommending that in order to rent a two-bedroom unit. that if the household contains two adults only that both adults should be working i~ P/thin County. BOARD RE¢OMMENDAT'ZON: The Board agreed with staff's recommendation that to be eligible for a two or three-bedroom unit, in a two-adult household where no dependents are involved, both adults shall be working in Pitkin County. Page 7: Non-Comp/lance of Restrict/on. No. 7, language has been added that was recommended by the Board that would not allow someone to move into a unit or stay in a unit if that household is under review for a possible non-compliance issue. I~ECOMMENIDA~-ZON: This language covers that loophole. This- is' also added under the Sales section. BOARD RECOMMENDA'r'zoN: The Board agreed with this language. Page B: Ability to make it more flexible for an Employer to house one of their Employee's, A new paragraph has been added that wou d enable an employer 1'o more readily place an emoloyee of his/her own choice into a unit that is owned by that specific employer. This has also been a concern from the employer-employee group that has been meeting on a regular basis. RE¢OMMENDA~-~ON: Staff would recommend that if an employer controls a specific deed-restricted unit, that the employer has the ability to pbc¢ on e~ployee of his/her choice, e~en ~hough the inco~e ond/oc asse~s ~ exceed ~h~ specific co~ego~ uni~. 5~ ~ould recommend o~ins~ ~d~usting the a~oun~ of ren~ ~o ~a~ch tha~ e~plo~e~'s inco~e. The re~oning for ~his is ~hot ~n e~plo~ec ~ ASSAYS decide to pu~ a higher p~id e~pIoyee in the uni~ ~o ~ o higher ren~. ~ le~ing the ren~ ~he so~e, i~ is no~ an incentive ~nd ~he only re~on ~he e~pIoyer is pu~ing ~ho~ ~ecso~ ~n ~he uni~ is because of ~he e~ployeds need. BOA~ ~O~E~A~O~: The ~oord agreed ~i~h ~his 2 P 104 recommendation as long as the units were not used for mitigation unless the units are attached to the employer's business. P~g¢ 9: Flexibility ~o ~x-fend ~nfd l~dod fo~* f~ngnfs ow~ z~com¢ ~t h~ been thC policy o~ the ~o~rd ~nd the Housing Program ~o be sympathetic to tenants who ~ay ~11 out of complianc~ du~ to an increase in thei~ income. Zn o~de~ fo~ a tenet to r~dd~ess thei~ housing situation, a certain period of time is allotted them. RECOMMENDA~ON: 5t~ff is ~equesting that languag~ be added ~ga~ding ~he policy that is being followed. The languag~ is stated ~ numbe~ 3. BOARD RECOMMENDA~ON: ~e Bo~rd agPeed with staff's ~comm~nd~tion and also ~equested ~n ~ddition to allow a tenant an additional yea~ if that t~nant has been biddin~ on units ~nd/o~ t~ing to find anothec unit that fit that households income end ~sets. BOARD RECOtAI4ENDA TZON$ ON THE SALES PORTiON O? THE ~UIDEL~NES: Page 13: 14ax/mum Zncome to Buy, Staff is recommending that the sales income be increased by the Consumer Price Tndex. RECOMMENDA3-J;ON: Staff would recommend this 'ncrease only. There was no change to the sales income last year due to the housing survey. Staff feels that an increase by the CPT should be approved for 200/.. BOARD RECOMMENDAT'rON: The Board recommended approval. ?a,q¢ 13: Def/nit/on of an Emp/aye~. Paragraph ! relates to the definition of an employee, which is identical to the rental definition. The definition is not totally clear in that it relates to who is eligible to purchase and reside in employee housing. The paragraph does not relate to who should be counted for a bedroom. Be a full-time employee working in Pitkir County; or a retired person (see Definitions] who has been a full-time employee in Pitkin County a mir mum of four years immediately prior to retirement as defined in the Guidelines; or a disabled person ~esiding in Pitkin County who has been a full-time employee n Pitkin County a minimum of two years immediately prior to their disability (as defined in the Definitions); or in the event of the qualified employee's death, the spouse of any such employee, retired person, or disabled person or a dependent living with that qualified employee, retired person or disabled person. In a two-aerson household of two adults (no de.3endents as defined in the Guidelines), both adults must be workinq in Pitkin County to qualify in the top priority for an additional bedroom. RECOMMENDAT'.r. ON: Staff is recommending clarification of who is eligible to be counted in the top priority for a bedroom. The "Minimum Occupancy" will be further defined in the befinition section of the Guidelines. 5toff is, again, recommending for a two-bedroom unit. that if the household contains two adults only, with no dependents, that both adults should P105 be working in Pitkin County. This still allows a couple where only one adult is working in Pitkin County to bid.on studios and one-bedroom units. BOARD RECOMMENDATION: The Board approved Staff's recommendation. Pa..oe 15: ~o~-com~//a~ce /~ Staff has possible non-compliance issue that the household con still bid on units. Page 14 oddr~s~ that problem. NOTE: Any individual or household who is under review for a possible non-compliance issue may not enter any new lotteries untit the non-compli~nce issue has been resolved. RECOMMENDA~ON: This language states that any individual or household is under review for a possible non-compliance issue may not enter any new Iot,~ri~ un,il the non-compliance issue has been satisfied. BOARD RECO~ENDA~ON: ~e Board approved Staff's ~ecommendation, Pa~e 17: ~oxJmum ~ncome to Purchase New RO Ufl/t¢ No. 3. Additional RequiremenTs to purchase RO units, the amount ~llowed to qualify is $600,000. All of the other incomes have been increased by the a. Gross income and ne: asse[s are limited. The amount allowed is that which permits a household to qualify for ~ $621,100 purchase as follows: i) when ~il net asse:s are to be counted ~s a down payment: and ii) 18% of gross ncome is ava~ able to finance the remainder of the purchas~ price at ~n 8% interest rat~ ~mo~ized over 30 years. RECO~ENDA~ON: Staff is recommending on incre~e, in this amount by the CPl. ~is is in accordance with oil of th~ other income incr~es. BOARD RECO~ENDA~ON: The Bo~rd recommended to opprow the incre~e by CPI, but directed 5t~ff to come b~ck at o later d~t¢ with ~ work program to obtain information to further readdress if on accurate purch~in9 power is being used, ~long with the m~ximum soles price for RO. PlO6 Pog~ ~B and ~9; En£o~'c~m~n~/~quoli£ico~ion £o~' Owned'ship ~ni~ Ewry t~o yeors, ,anon, in ~ deed-re~,ric,ed ren,~l uni, taus, reguolify. Curren, ly. enforcement on ~ol~s uni,s is done ~,ricfly on ~ comploin, b~. 5om~ of th~se comploin,s h~ve no, been wlid ond occur because of ~ confl~c, be~en t~o people. Ther~ ~re ~1~o ,i~es ~h~n so~eon~ has ,old 5t~ff ,ho, they know of someone out of compliance, bu, will not provide names. A change in policy may ~ectify this situation. Staff ~ecommends completing the initial requalification within the next two yea~s. ~f ~ numbe~ of units were out of compliance, St~f would develop ~n ongoing ~equ~lificetion policy fo~ ownership units. RECOMMENDA~ON: Staff recommended the following policy change: 5E~ON 5, REQUA~CA~ON FOR OWNERSH~ OF AFFORDABLE HOUSING Z. All qualification items unde~ Pa~t ~, Section Z, Z-5 shall apply to continue owne~sh 'p. ~. Roommates a~e permit?ed unde~ the Guidelines. All ~idents must be qualified through ?he Housing O~fice p~io~ to occupancy. 3. The Housing O~fice will be doing a ~andom audit on all the ownership units as to employment and owning othe~ p~ope~ty within the Ro~ing Fo~k Valley. This is ?o ensure that all owners continue to meet the Requirements o~ the Guideline. Housinq Office Responsibilities: ~e Housing Office sh~ll ~nd~avor to requ~lify each Owner within th~ next two b. Th~ Housing Office shall r~ndomly pick th~ owners, over this two-year p~riod of time, to provide documentation to thz Housing Office showing employment history ~nd that they do not own other proper~ within the Roaring Fork V~lley. c. The Housing Offic~ shall mail a I~tter and ~ form ~o b~ completed by Owner r~questing employment inform~tion'and incom~ tax returns. d. Ther~ will be a $~5 f~¢ for this r~qualification. e. Qnc¢ thC documentation has b~n r~c¢ivCd, the Housing Offic~ will rewew ~ach file for compliance. f. Should th~ Owner b~ out of complianc~, ~ s~cond letter will b~ sent to th~ Qwner requesting that the Qwner ist thei~ unit as stated in their R~triction. 5 P107 g. Should the Owner contest the deed restriction if the Court finds for the Housing Authority, all legal fees will be paid by said Owner. Owner's Responsibilities: o. Once the Owner receives the letter and forms from the Housing Office, the Owner will provide to the Housing Office by the deadline date stated inthe letter the completed form and a copy of their most recent income tax return. b. If the Owner does not submit the information or contacted the Housing Office in the time allotted, the appreciation for their unit will be suspended. Should the Owner be fauna out of compliance, the Owner will tist the unit with the Housing Office as stateo in their deed restriction. c. There ore life circumstances that may be beyond the control of the Owner~ The Owner has the opportunity to request a Special Review. 5ome examples include, but are not limited to, a death or illness in the family, an accident requiring the inability for the owner to work, o single parent who is unable to work t:ull-time, etc. BOARD RE¢OMMEN£)ATION: The Board recommended the above language be added to .the ~uidelines. If approved by the B0¢¢ and City Council, staff will distribute a letter to all homeowners os to what their responsibilities will be when they are asked to comply. Page ?~; ~-ra~£¢rW~9 ~e?~/~/p ~/?~/~ ~ ?~?~//~. The ~oard recognizes the need to keep families inth¢ valley. The Board approved the transfer of a unit to a sibling, which is currently not allowed in the ~uidelines. The language on this page a~lows for a transfer to o sibling, but only if that sibling foils under oll requirements for that unit~ i.e, income, occupancy and at leo~t four years work history. C. C).uaHfied spouses and/or children of current owners, including joint custody o~ the children, and/or qualified parent(s) meeting minimum occupancy. A transfer between siblinqs is permi~tedl however, any person ~ho is q~ininq ownership by a transfer between a ?amily member (as defined in these CuideHnes) must quali~y ~ully under that specific cateqory. For example, if the unit is a Category 3 unit, the siblinq must quali~y as a ~uHy c. ualified Ca~eqory ~ person with a work history of at least the last ?our years. (Tran$£er ~/d~/~/mmed/aZ'e £arn//~ £o a ~a//f/ed ~?er re¢~/re$ a $?~ fee, and ~$~ approved by the Housing Off/ce pr/or ~o the ~ransfer.) REC, OMMENDA'I'-ZON: Staff is requesting that the language stated in Paragraph C, above, be added. BOARb RE¢OMtAENI:)A~I-ZON: The Board approved Staff's recommendation. P108 Page 23: C/or/f/cat/on on/~ow £o~eries are Nandle~. When lotteries are done, if an in- complex bid is received, the Iottem/is not held for the other households. This is the policy that is followed by the direction from the Board over a year ago, but was not incorporated into the Guidelines. The Iotter~ is held the Monday after ~ne listinq period has ended, unless otherwise soecified. Should there be an in-complex bid, the lottery shall not be held. If there i~ more than one in-house bid, a lottery shall be held for those in-complex households only. Should all in-house people decline the unit or not qet financinq, the Jottery shall be held for the households who entered the Iottery prior to the deadline. RECOMMENDA'I'7.0N: Staff is requesting that the language stated above be added to the Guidelines. BOARD RECOMMENDAT]:ON: The Board approved 5taft's recommendation. Poge 24: Requirement of ~llers to Provide a Clean, ~4aintoined Unit Prior to Selling.. There has been some concern in the community that since there is such a demand for affordable housing that a winner will take the unit as is. 5toff wants any new buyer toget o unit that is in decent shape, with oil appliances working and the unit cleon and in good working order. Language is added to not only the Listing ContraCt, but also the .Sales Contract that the Seller has to agree to prior to closing. An inspection form will be provided to the Seller at the time of listinq. This wE. be reviewed with the Sales Manaqer. It is required that the Seller shall provide the Buyer with a clean, workinq unit upon delivery of deed. Alt holes in the wails shall be fi~led, carpets steam cleaned, all damaqed windows shall-be repaired, ~1~ appliances shall be n workinq order and all plumbinq in workinq order. A final inspection of the unit will.be conducted by the Buyer on the day of closinq. If the unit is not eft in satisfactory condition at the sole discretion of the APCHA, monetary compensation shall be held at closinq from the Seller's proceeds until the repairs and/or cleaning are comoleted. The repairs and'or cleaninq shall be paid with these funds. Any monies left over shall then be distributed to the Seller. RECOMMENDAT3:ON: 5taft recommends adding this language into the Guidelines so thot there s no question that the 5eljer must comply with regarding his/her unit. ]:nspections are also a part of the Contract where an inspection is scheduled on the same day of closing so that if there has been something that has not been done, monetary compensation can be held in an escrow occount until the item is completed. BOARD RE¢OMMENDAT]:ON: The Board approved 5tott's recommendation. Page 2P: Rental of Ownership Uni~. No. 4 states that when an owner ~s allowed to rent their unit out for a specific period of time, they con only do so at a rent that is equal to their costs, plus an additional $20, or the maximum rent stated in Table ]:V of the P109 Guidelines for their specific type unit, whichever is greater. The concern has been that an owner shou d not make a profit when renting their unit out. Zs $20 enough or not enough? RE¢OMMENDA~i-ZON: Staff would recommend an increase from $20 to $50. The language m this section allows the owner to use their costs or the rental rate stated in the Guidelines, whichever is greater. Therefore, the increase should be enough to cover any inconvenience but stil not make it profitable where an owner will think twice before requesting o leave. BOARD RE¢OMMENDATZON: The Board approved Staff's recommendation. Page 29: /.~ave of Absence Requirement.c. An owner is allowed to request a Leave of Absence for up to two years for a bona fide reason. There has been no clarification os to what a "bona fide" reason may be. No. 8 has been added to include some reasons that have been approved. Bona fJcte reasons for a leave of absence shall be imited :o: an illness or death in the family, educational Durooses. Job enhancement, travel, explorinq relocation options. Should the owner be denied the Leave of Absence, the Owner may request a Special Review. RECOMMENDA-I-J:ON: Staff would like the Board to direct them a~ to whether the one~ listed are bona fide reasons for o leave of absence. They include an illness or death in the family, educational purposes, job enhancement, exploring relocation options and some time to travel. Are these acceptable to the Board and/or should others be allowed by Special Review? BOARD RE¢OMMENbA'rI. ON: The Board approved Staff's recommendotion. DEVELOPMENT O? A?~ORDABLE HOUSZN~: Page 32: Prior/des to Develop Affordable Houdn~ Section ! under Part V~]~ states the unit type priorities for development. They are as follows: i. Entry-level sales units (studio and 1-bedroom Categories 1, 2 and lower priced Category 3) ii. Family-oriented sales units (Categories 3 and 4) The changes below are the ones agreed upon by the Housing Board. The private sector priorities for development should be as follows: i. For-sale type units whereby the average sales price is no higher than Category 3 and the units consist of one-bedroom and two-bedroom units, with associated RO units Pl10 ii. Family-oriented soles units (Categories 3 and 4) The public sector priorities for development should be es follows: i. Entry-level rental units consisting of :[-bedroom Categories :[ and 2 ii. For-sale units consisting of Categories 2 and 3 [-bedroom iii. Family-oriented sales units consisting of Categories 3 and 4 Page SZ: Znitial Sa/es PP/ce fop RO Uflit~. Should the initial sales price of Resident Occupied Units be increased per the CPZ? ~ECO~MENbA~ON: 5taft cecommends that th~ initial sales pc/ce fop a newly deed ~estcicted ~O unit be incceesed by CPZ. This would ~llow a new ~O unit (including the lot) to begin at $465,800. BOARb RECO~ENbA~ON: The BoaPd appcowd 5taft's recommendation, but dicected 5taft to come b~ck to the Bo~cd at a later date with a work program to obtain infocmation to fucthec addPess this maximum ~0 sales price. Page $7: l~eviewinq Documents far Private Affordable lYousinq Pro,/ect~, Paragraph B under Section 5 of Part VIIi deals with reviewing documents. RECOMMENDATION: Staff is recommending that the underlined portion be added. in any mixed project that contains an affordable housing and a free marker component, as a condition of condominiumization or subdivision rights, voting rights and fees will need to be determined and agreed to by the APCHA. The Declaration of Covenants must require one vote per unit, ~nd handling of the homeowners' association dues and the types of improvements rhe affordab/e housing component w/Ii be responsible to pay. Homeowners' dues can be based on a s/iding scale based on the square footage of the unit, the number of bedrooms, the cost of the home, or one fee across the board. This ~,ill be decided upon ar the time of final approva/ for the development and incorporated into the Declaration of Covenants. All pro/acts that invo/ve an affordable housinq component sha// provide ali documents to the/-Iousinq Office for review and aonroval. BOARD RECOMMENDATION: The Board opproved this addition. Page $7: RO /Ha~imum Sa/es PPice and Zncome/Asset Limitations. Section 7 under Part VIZ deals with the RD maximum soles price and the purchasing power. This will Be adjusted according to the discussion of #3 above. BOARD RE¢OMME."NDATION: The Board recommendect to approve the increase by ePIC, but directed Staff to come bock at a later date with a work progrom to obtain information to further readdress if an accurate purchasing power is being used, along with the maximum soles price for 9 Plll Page 40: /Hoximura Sa/es Foe Alewly Developed Ownersh/p Units: Section 9 deals w~th the ~aximum unit sales prices fac newly deed-restricted units. RECOMMENDA~ON: 5taft is recommendin9 that the pr~c~ be incveased by CPI (3.5%). 5taft h~s included in,octal?ion on free market units that have sold within the I~? six months. 5toff h~ ~lso included a list of units that ace cuvvently ~oe sale and a lis? of some of the curvent deed-cestvic?ed units ~nd ?heJv current selJin9 prke to 9et some idea as to wheve ?he cucven? inventory is in sales pmces. TABLE Iii - M~IMUM UNIT SALES PRICES Unit Typ~ Cat~qo~ ] Cat~qo~ 2 Cat~qo~ 2 C~t~qo~ ~ Studio ~,~00 ~7],200 ~] ]8,000 ~99 gOO I ~edroom $39,300 $84,600 ~130,300 ~211,100 2 Bedroom $47,300 $96,800 $] 42,500 $224,400 3 Bedroom $54,800 $ ] 08,000 $] 54,200 $236,600 5F Detached $67,000 $ ] 24,900 $] 70,200 ~244,500 SF Lot ($73,400) ($22,400) ~ I $30,500 BOARD RECOMMENDA~ON: The Board re~ddressed the sales prices ~nd recommended the following s~les prices: TABLE III - M~IMUM UNIT SALES PRICES Unit Type Cateqory ] Cateqo~ 2 Cateqo~ 3 Cateqo~ 4 Studio $31 400 $7] ,200 $1'18,000 $199,900 1 Bedroom $39 300 $84,600 $135,.800 $222,000 2 Bedroom $47 300 $104,700 $160,500 $246,800 3 Bedroom $54 800 $128,600 $185,200 $271,500 SF Detached $67,000 $1 52,400 $209,900 $296,200 SF Lot ($73,400) ($22,400) $ I $30,500 This relates to about a 20 to 25% increase from the original sales prices. Pa~e 4~: Ma~mum Rental Rate~ for New Rental Un/t~ Section 10 deals with the maximum rental rotes for newly deed-restricted units. RECOM~ENDA~ON: Staff is recommendin9 ,hat the ren?s increase by CPI only. 5toff is also recommendin9 ,ha, o m~imum ten,al amount be es,ablished for RO units. ~e Board discussed ,his briefly o, ,he las, mee, in~ and recommended approval of ,he increase in ren,s by CPI. 5toff has provided o recommended ren,al ra, e for ~O. This is b~ed on ~sumin~ o 20% ,o 60% increase in ?he Ca,egoW 4 income cap and o 17% ten, ,o mortgage ~o, io. This is ,he same 10 Pl12 rent to mortgage ratio for Category 4 rentals, A chart showing rental rates from 17% to 25% of income is attached. TABLE IV MAXIMUM MC NTHLY RENT Unit Type Cat. 1 Cat. 2 Cat.'3 Cat. 4 RO Studio $377 ~668 $998 $1,570 ~] ,865 ] Bedroom 463 785 1,114 1,699 2,158 2 Bedroom 550 901 1,23] 1,816 2,473 3 Bedroom 638 1,010 1,350 ~,934 2,650 SF Detached 726 1,137 1,465 1,992 2,997 Ple~e note that the ~2,997/month r~te for an RO single-f~mily detached home would be approximately 25% of ~ household e~rning $140,000 ~nnu~lly. Also note that free m~rket r~tes ~ppear to be slightly abow ~he proposed RO rental rat~s. BOARb RECOMMENDA~ON: ~e Board approved staff's recommendation. Pa~ ~ and 45: P~ymen~-in-b~u Fe~ Section ]2 relates to the payment-in-lieu fee. If using I~t yeads methodology of using one payment-in-lieu fee. the increase would be fPom $]04,757.89 pe~ FTE to $]]8,086.80 pe~ FTE, o~ $34.92 pep square foot to $39.36 squa~ foot. P~io~ to last yea~, this fee ~elat~d to ~ subsidy by ~ specific catego~. ~n ~999, th~ following w~ in ~atego~ 1 $147,000'. C~t~gory 2 $~34,000 Gotego~y 3 $122,000 ~tegory 4 $101,000 The 2000 Guid~lin~ only hod one poyment~in-lJ~u in effect -- $104,757.89, o~ $34.92/sq. ft. ~ 1999 Guidelines reqaired ~ p~yment of $4~.67/sq. ft. RECOMMENbA~ON: 5toff is ~ecommendin9 that the cotego~-specific method again be used to calculate p~yment-in-li~u' and odd the P~yment-in-Lieu Table bock into the Guidelines. The f~e equals the cotegory subsidy based on square ~ootoge costs, detailing the calculations for the poyment-in-lieu fe~ or~ attached. Below is the recommended payment-in-lieu tobl~. Catego~ ~ ~78, 0~3 Pl13 Categor~ 3 $188,664 The Fee t'equired For the constrvcdon 0£ an exempt dngle-£amily home or duplex unit shall be calculated as follows: Avera~oe o£ the CategorY 3 and Categor? $ payment-in-I/au ~ee as s~a?ed in Tab/e above, divided by 3, ~ square fee? X ?he n~ increase in FA~ of ~he new s?mc~ce w/II equa/ ?he payment-in-I/au paymen~ for rep/acemen? s?~c~r~s. The ~ormu/a assumes ?ha~ foe eve~ 3, ~ square ~ee? o~ new s/ng/e-fam#y or duplex f/oar acea, ?he pub//c w/II be required ~o provide hous/n9 fac one moderate income amp/Dyer. Currendy, ?ha~ amount 288,664 + ~ ~ 3,~ = ~6L2J ~r square ~oo~ o~ new BOARD RECOMMENDA~ON: The Boora approvea this change in the payment-in-lieu structure. BOARD RECO/~A~ENDA I'IONS ON THE DEFINITIONS ?OR T-ION OF THE ~t/IDEL[NE$ : Page 53, ~4 and 55: Dependent - A minor child (18 years or younger) or other relative of the ran,er or owner of on affordable housing unit, which child or relo, ive is token and listed os a dependent for federal income tax purposes by such renter or owner or his or her present or former spouse (said dependen, must also be related by blood or adoption and residing with the individual o, least 180 out of every 12-month period of time)..STAFF RE¢OMMENDAT]:ON; This was changed from las, year and con, inues ,o be ques,ioned by ,he Board and staff. Staff feels ,hot the previous requiremen, of at least 183 days custody w~ ~ better utilization of scarce affordable housing r~ource. BOAR~ RE~O~EN~IUON: The Board recommended ?ha, in the case of families wi,h children, end where the spous~ hove divorced, only one parent can u~e each child ,o ob,ein a bedroom in an affordable housing unit. Should bo,h paren,s use ,he children for ,he some Ia,tory. then ,he parent who is ,he ?ap winner will only be allowed to purchase in ,hot Ia?tory. The other parent will be eligible for any ?wa-bedroom unit, os long es that parent h~ partial custody of the child(ran). Should ~he household ~ove more than two children, the parent can ~k for o Special Review ,o purchase ~ uni, ?hat h~ more ?hen two bedrooms. 12 Pl14 ORDINANCE NO. $8 (Set/es of SPEN/PIT N COUN HOUSIN¢ UTHO WHER~A~,' pursuant to the ~unic~pal ~ode of ~he Ci~ of Aspen. ~ ~ended, Housing ~ncome, Eligibil~ ~uidel~nes ond Housing P~ice ~uidel~nes ~e ~o be ~?~blished by the Ci~ Council; and WHEREAS, pursuant to prior resolutio~ ~d ordinances of the Ci~, the CiW Council ~feblished Employee Housing [ncome-Eligibili~ Guidelin~ and Ho~ing Price Guidelines for prio~ years; end WHEREAS, the 200i Affordable Housing &uidelin~ ("Guideline) recommended by the Bo~rd of Directors of the Housing Office of the :i~ of Aspen'~d Pitkin Count, ~ copy of which is ~nnexed hereto and incorporated herein, h~ been submitted to ~iW Council which Guidelines set forth the 2001 Housing Office qualification gu [delines for C~tego~ 2, 3, 4 ~nd Resident Occupied (RO) ownership, rental housing pro~ects, lodge ~d commercial development, ~nd development of residential housing units; and WHEREAS, the CiW Council desir~ to ~dopt soid Guideline, ~nd by virtue of the enactment of this Ordincnce to supersede ~nd ~mend ~11 prior r~olutions ~d ordin~c~ of the CiW pertaining to housing guidelines, but only to the extent inco~istent with the provisions of this Ordinance. Pl16 Family - For purposes of tronsferrinq property only. a family (or immediate family) is defined as husband, wife, mother, father, brother, sister, son, douqhter, either bioloqically or by leqol adoption. Any transfer ,to o family member must fall under this definition. STAFF RECOMMENDATION: At the recommendation of legal counsel, Staff would recommend that this be added. BOARD RECOMMENDA'I'ZON: The Board approved Staff's recommendation. ~;ross Assets - Anything which has tangible or intangible value, including property of all kinds both real and personal: includes among other things, patents and causes of action which belong to any person, os well as any stock in o corpora, ion and any in,crest in ,he estate of o decedent; ~lso the ~n, ir¢ proper~ of ~ person. ~ssocio, ion, corpora, ion, or ~stote that is ~pplic~bl~ or subject to the p~yment of debts. ~ross ~sets shall include funds or proper~ held in ~ living trust or any similar enti~ or inter.t, where the person h~ management rights or the abili~ to apply the ~sets to the payment of debts. Where approved by Special Review, g~oss assets s~oll not include, pension plans, blind t~u~t~, or other entities or interests [n which o person has no man~qement riqhts and no obili~ to apply such assets to the payment of debts, except to the extent that taxable eorninqs or interest income ore derived therefrom. STAFF RECOMMENDA~ON: Staff is ~ecommending That the undeHined portion "where opproved by speciol ~eview" is deleted. In proctice, Special Review h~ not been required. 5toff has adjusted the gross assets to reflect ~ retirement or similar-type OCCOUnT. BOARD RECOMMENDA~ON: To delete the portion that is underlined. Minimum Occupancy - One person (with o leasehold/ownership iHterest) per bedroom. A minor child or dependent shall be granted equal status ~s ~ person with leasehold/ownership interest. Zn ~ two ~dult household, both adults must be workinq in Pitkin County in order to qualify for on additional bedroom. STAFF RECOMMENDA~ON: 5toff would recommend thor the Ionguoge underlined be ~dded to this definition to minimize misinterpretation of the occupancy requirements. BOARD RECOMMENbA~ON: Board approved Staff's recommendation. Pl15 NOW, THEREFORE, BE ~'T ORDA~'NED BY THE CZTY COUNC]:L OF THE C'~TY OF ASPEN, COLORADO: Section That the City Council of the City of Aspen hereby adopts the 2001 Affordable Housing Guidelines, as recommended by the Board of Directors of the Aspen/Pitkin County Housing Office, a copy of which is annexed hereto and incorporated herein. Section 2 That the regulations and guidelines set forth and adopted herein shall supersede to the extent inconsistent with the provisions of this Ordinance, all prior resolutions and ordinances of the City of Aspen; provided further that the provisions of resolutions and ordinances pertaining to employee housing guidelines shall remain in full force and effect to the extent not inconsistent with the regulations and guidelines adopted herein, Section 3 l'f an,? section, subsection, sentence, clause, phrase or portion of this ordinance is for any reason held invalid or unconstitutional in a court of competent jurisdiction, such portion shal be deemed a separate, distinct and independent prowsian and shall not affect the validity of the remaining portions thereof. Section 4 Nothing in this Ordinance shall be construed to ~fect any right duty or liability under any ordinance in effect prior to the effective date of this Ordinance. and the same shall be continued and concluded under such prior ordinances. Section 5 A public hearing on the Ordinance shall be held on the 24TM d~y of September, 200Z. in the City Council Chambers, City Hall, Aspen, Colorado. ZNTP, ODUCED, READ, AND OI~DED, ED PUBLT~HED as provided by law by the City Council of the City of Aspen on the 10TM day of September, 2001. Helen Kolin Klanderud, Mayor Pl17 ATTEST: Kathryn $. Koch, City Clerk FINALLY adopted, passed ~nd approved this 24t~ day of September, 2001. Helen Kalin Kbnderud, M~yor ATTEST: Kathryn 5. Koch, Ci~ Clerk Pl18 A RESOLUTION OF THE ASPEN/PITKIN COUNTY HOUSING BOARD RECOMMENDING APPROVAL OF THE 2{)01ASPEN/PITKIN COUNTY AFFORDABLE HOUSING GUIDELINES TO THE BOARD OF COUNTY COMMISSIONERS AND CITY COUNCIL Resolution 2001-03 RECITALS The Housing Board has evaluated the 2001 Aspen/Pitkin County Housing Guidelines, and recommends that the Board of County Commissioners and the City Council pass respective ordinances for the recommended changes marked in the attached document. NOW, THEREFORE, BE IT RESOLVED by the Aspen/Pitkin County Housing Board that they recommend the 2001 Aspen/Pitkin County Affordable Housing Guidelines be amended and approved as stated. APPROVED by-the Board on September 5, 2001 and scheduled for 1s' Reading and 2"d Reading with the Board of County Commissioners and the City Council for adoption. ASPEN/PITKIN COUNTY HOUSING AUTHORITY Timothy Semrau, Vice Chairperson Date APPROVED AS TO CONTENT: Mary J. Roberts, Executive Director Date Pl19 ASPEN/PITKIN COUNTY 2001 AFFORDABLEHOUSING GUIDELINES Effective October ..... ,2001 P120 HOUSING AUTHORITY BOARD - Chairperson Tim Semrau - Vice Chairperson/City Council Representative George Burson - Treasurer Marcia Goshorn - County Appointee David Guthrie - City Appointee Steve Elliott- County Appointee Jamie Knowlton - City Appointee Keith Webster - County Alternate Sherri Sanzone - City Alternate Shellie Roy - BOCC Representative Wish to thank: THE ASPEN CITY COUNCIL Mayor Helen Klanderud Tony Hershey. Councilman Tom McCabe - Councilman Terry Paulson - Councilman Tim Semrau- Councilman And THE BOARD OF COUNTY COMMISSIONERS Mick Ireland - Chairperson Patty Clapper - Commissioner Dorothea Farris , Commissioner Jack Hatfield. Commissioner Shellie Roy - Commissioner for their continued support, P121 TABLE OF CONTENTS Paqe TABLE OF CONTENTS ........................................................................................................................................... i PURPOSE ................................................................................................................................................................. 1 HOUSING BOARD POLICY STATEMENT ............................................................................................................. 2 PART I. AFFORDABLE HOUSING CATEGORIES SECTION 1. Catego~ incomes ..................................................................................................................... ,~ SECTION 2. Resident Occupied Units .......................................................................................................... 5 PART II. RENTING AFFORDABLE HOUSING SECTION 1. Qualifications to Redt ,~ffordable Housing ................................................................................ 6 SECTION 2. initial Qualification to Rent ....................................................................................................... 7 SECTION 3. Requa[ificafion for Rental of Affordable Housing ...................................................................... 8 SECTION 4. Rental Enforcement .................................................................................................................. 8 SECTION 5. Rental of an Ownership Unit ..................................................................................................... 10 SECTION 6. Management of Rental Units .................................................................................................... 11 SECTION 7. Rental Waifiist ........................................................................................................................... 11 SECTION 8. Emergency Worker ................................................................................................................... 11 PART II1. PURC~-IASING AFFORDABLE HOUSING SECTION 1. Qualifications to Purchase Affordable Housing ........................................................................ 13 SECTION 2. Initial Qualification to Purchase ................................................................................................ 15 SECTION 3. Qualifications for Pumhase of Resident Occupied Units .......................................................... 16 SEC-q'ION 4. Maintaining Eligibility for Ownership of Affordable Housing ..................................................... 17 SECTION 5. Enfomement of Ownership Units ............................................................................................. 18 SECTION 6. Priorities for Persons Bidding to Purchase an Affordable Housing Unit .................................. 19 PART IV. LO'I~'ERY PROCESS ............................................................................................................................ 23 PART V, PROCEDURES FOR THE SALE OF A CATEGORY AFFORDABLE HOUSING UNIT SECTION'1. Listing a Unit with the Housing Office ....................................................................................... 24 SECTION 2. Advertising the Sa[e: :qd Periods ........................................................................................... 25 SECTION 3. Fees for Listing and Sales ........................................................................................................ 25 SECTION 4. Deed Restriction ........................................................................................................................ 26 SECTION 5. Co-Ownership and Co-Signature .............................................................................................. 27 SECTION 6. SaIe ar Resale of Resident Occupied Units ............................................................................. 27 SECTION 7. Sale of Single Family Lots ....................................................................................................... 28 SECT[ON 8. Leave of Absence for Owners of Affordable Housing Units ..................................................... 28 SECTION 9. Roommates in Sales Units ........................................................................................................ 30 PART VI. SPECIAL REVIEW ................................................................................................................................. 31 PART VII. INFORMATION FOR DEVELOPMENT OF AFFORDABLE HOUSING SECTION 1, Priorities for the Affordable Hausing Units ............................................................................... 32 SECTION 2, Affordable Housing Units Required far Mitigation ................................................................... 33 SECTION 3. Requirements for Affordable Housing Units in Residenttal Subdivisions ................................. 35 SECTION 4. Reouirements for AH Units under the Multi-Family Housing Replacement Program .............. 35 SECTION 5, Requirements for the Affordable Housing Zone District .......................................................... 36 SECTION 6. Dedication Fee for Exempt Single-Family Home and Duplex Units ....................................... 37 P122 TABLE OF CONTENTS (continued) Pa~e SECTION 7, Resident Occupied Units ......................................................................................................... 37 SECTION 8, Net Minimum Livable Square Footage for Newly Deed Restricted AH Units .......................... 39 SECTION 9, Maximum Sales Pdces for Newly Deed Restricted AH Units & Lots ....................................... 40 SECTION 10. Maximum Monthly Rental Rates for Newly Deed Restricted AH Units .................................... 41 SECTION 11. Requirements for Dormitory/Lodge (Seasonal Units) ............................................................... 43 SECTION 12. Affordable Housing Dedication Fee (Payment-in-Lieu Fee) .................................................... 44 SECTION 13. Conveyance of Vacant Lots ..................................................................................................... 47 SECTION 14. Deed Restricting Existing Dwelling Units ................................................................................. 48 SECTION 15. Execution of Deed Restrictions by Applicants .......................................................................... 49 SECTION 16. Maximum Vacanc~ .................................................................................................................... 49 PART VIII. MAXIMUM ANNUAL RENT INCREASE FOR EXISTING RENTAL UNITS ................................... 50 PART IX. GRIEVANCE PROCEDURES ........................................................................................................... 51 PART X. DEFINITIONS .................................................................................................................................... 52 PART Xl. APPENDIX A. Maximum -Iousehold Incomes and Assets per Category ........................................................ 57 B. Chart of Principal Ownershi0 Projems ...................................................................................... 58 C. Chart of Principal Rental Projects and Requirements .............................................................. 60 D. Listing of Principal Rental Projects and Property Managers .................................................... 61 TABLES I Maximum Incomes by Category ............................................................................................... 4 II Minimum Net Uvable Sq, Ft. for Each Unit Type and Income Category ................................. 36 Ill Maximum Unit Sales Pdces ...................................................................................................... 37 IV Maximum Monthly Rent ............................................................................................................ 38 V Occupancy Standards by Unit Type ......................................................................................... 42 Vi Permitted Increase in Maximum Rents for Existing Affordable Housing Units ........................ 46 P123 PURPOSE "To assure the existence of a supply of desirable and affordable housing for persons currently employed in P/tkin County, persons who were employed in Pitk/n County pr/or to retirement, the disabled, and other qualified persons of P/tkin County.. - Aspen/Pitkin County Housing Authority's Goal - (Originally Adopted I g83) Each year the Aspen/Pitkin County Housing Authority (hereinafter the Housing Office) establishes Guidelines which govern the development of, admission to and occupancy of deed restricted affordable housing units for Aspen and Pitkin County. The gu!delines support the Housing Office's goals and are not intended to supersede City or County Land Use Codes or the Uniform Building Code. The 200_~gtAffordable Housing Guidelines respond to housing needs in Aspen and Pitkin County as identified by the Housing Office. The guidelines are used to; · Review land use applications · Establish'affordable rental 'ates · Establish affordable sales prices · Establish criteria for qualifications and occupancy · Develoo and prioritize current and long range housing programs · Provide information and a process for developing affordable housing It is the intent of the Housing Program to provide housing opportunities for persons who are or have been actively employed or self-employed in Pitkin County, which provide goods and services to individuals, businesses or institutional operations in Pitkin County. These Affordable Housing Guidelines shall remain in effect until such time as the Housing Board, the City Council and the Board of County Commissioners approve new or amended Guidelines. 2001 Aspen/PiLkin County Housing Guidelines Page 1 of 62 P124 HOUSING BOARD POLICY STATEMENTS The purpose of this section is to assist the staff, development community and public in understanding the Housing Board's philosophies rega.rding various aspects of the program. These Policy Statements will be reviewed and revised by the Housing Board on an annual basis. Mitigating Affordable Housing Impacts The Housing Board has prioritized the following options in order of preference depending on the site location: 1 On-Site Housing - that the location of a deed restricted property used for construction or redevelopment of a property for mitigation purposes be either next to or attached to the development. 2. Off-Site Housing - that the location of a deed restricted property used for construction or redevelopment of a property for mitigation purposes be at a separate location approved by the~.Housing Office. Cash-In-Lieu or Land-in-Lieu - that the applicant for a development may, under certain conditions and subject to certain requirements, satisfy the mitigation requirement by payment of an affordable housing dedication fee or a donation of land. The preference of cash or Iand shall be determined on a case-by~-case l~asis. Development and Construction of Affordable Housing The Housing Board has prioritized the following options in order of preference regarding the types of units to construct: i~ ....E~;sa.~e...~p~..... u~ts ..~he[e.by..t~ aye.r~e, sa ~s. ~[.ce... s neh gh~.~b~.g~o~..8 ..and the ~Qit~ ~iS~ ~9~b~d[~ ~ ~ro~ u 'ts with associ t~ RO u~ ~.pub. c..sectq~.~.c Qdt ~s ~oE.d.eye q~ment, shou d be...as Te IQws. 2001 Aspen/Pitkin Coun~ Housing Guidelines Page 2 of 62 P125 2001 Aspen/Pitkin County Housing Guidelines Page 3 of 62 P126 PART L AFFORDABLE HOUSING CA TEGORIES The Housing Office's goal is to establish and implement a plan To provide housin9 within the community. Rental rates and sales ~rices are established which are affordable to persons and families of Iow (Category 1)~ moderate (Categories 2 and 3) and middle (Ca~tegory 4) income as related to housing costs in Aspen and Pitkin County. In order to carry out this objective, _affordable housing units are categorized to reflect which income levels they are to service as set forth in Sections 1 and 2 below. SECTION 1 CATEGORY INCOMES Prior to 1990, income categorms were designated as Iow, moderate or middle income m accordance with the applicable Guidelines at that time. n 1990, APCHA redefined the terms and established four income categories in an effort to create a greater variety of units to serve the community's income levels. The four income categories were equated to the past income categories and adjusted annually using the Consumer Price Index (CPI). ~' Current income amounts were derived from 1999 data collected by the APCHA including: 199g Housing Survey of Pitkin County Employees: Colorado Department of Labor and Employment reports~ Colorado Department of Employment and Wages reports: U.S. Census Bureau: Flow of Funds Accounts Report-and Annual-Expenditures Per Child Report: and Housing and Urban Development Data Sets. The survey of Pitkin County employees determined that the median household ~ncome for households with zero and one dependent was S60,000. Category 1/ow income level Category 2 lower moderate income level Category 3 upper moderate income/eve/ Category 4 middle income level The maximum gross household income (defined in the Definitions) for each income category is set forth in Table I. If net assets exceed the Category 4 net asset limit for any household with a Category 1, 2 or 3 income, the following method will be used to calculate income: Each $45,000 of excess assets over $225,000 (the Category 4 asset limit) wilt be converted to 54,152 of income and added to the Gross Household Income. This is the amount necessary to purchase $346 per month of mortgage at an 8.5% interest rate over 30 years. Although this adjustment does not place a maximum cap on net assets, it creates greater equity between income categories by causing assets to count more towards income. 2001 Asoen/Pitkin County Housing Guidelines Page 4 of 62 P127 TABLE I MAXIMUM INCOMES BY CATEGORY Maximum rental incomes are different than maximum sales incomes. Due to the nature of the working adult in' Pitkin County and the wages that are required to. maintain'a consistent employee base, the Housing Office and Board have recognized the need for a higher allowable income adjusted by the number of adults and the bedroom mix. Maximum sales incomes are not attributed to the number of bedrooms, but will remain the same per household, with an adjustment to dependents only. Maximum Incomes for RENTAL Units Only (See Income Verification, Part II, Section 2, No. 1) No. Of Adults Category ] Category 2 Category 3 Category 4 One Adult $_2J~.~_4_Q~. ......$ 4~L.~9_0_Q ,v,~ v v$~+lQO_ ...... $]/Z9_ 7~ZQ~ ....... Two Adults ~Q ~,~ :n ~ ~o ~- , Three Adults 46.200~d,~25 ~n ~ ~ o~ ~m ~ ..... ~l 19.1001 l 5,975192.000 ...... 9 Net Assets not in Excess of 150,000 1 75,000 200,000 225,000 Maximum Incomes for SALES/OWNERSHIP Units Only (See Income Verification, Part III, Section 2, No. l) ~1o. of Dependents Category 1 Category 2 Category 3 Category 4 0 Dependents $26.400 ...... $41.900 ...... $68.100~-5,7505109_.700, n~ 1 Dependent _33.90033,0gQ _,,4q 4n~,~ ,~,~75 ~__600., ..... 117.2001 .... ~ ...... ...... 2 ,eeo 2 Dependents 41 ,~_Q4 ..... == cnn om *mn ~ ~ ~n~ ~,40Q ...... 9D.600 ...... 1 ~20Ol ~ ~ 3 or More Dependents 48:9D~ ...... =~ nnn =~ ~=n ...... Net Assets Not in Excess of ] 50,000 ] 75 000 200,000 225,000 NOTE: A household can quali~ to purchase or rent a unit in a higher catego~. SECTION 2 RES DENT OCCUPIED UNITS In addition to the income categories for affordable housing units set forth in Table I above, affordable housing u nits may also be designated "Resident Occupied" (RO) units. Persons shall occupy RO units who quali~ as stated in Part III, Section 3, Qualifications for Purchase of Resident Occupied Units. Resident Occupied units with deed restrictions recorded prior to the establishment of the RO Guidelines are subject to their individual deed restrictions. Information on Resident Occupied Units is also found in Part III, Section 3, Purchasing Affordable Housing; Part V, Section 7, Sales of Affordable Housing; and Part VII Section 6, Development of Affordable Housing. 200~ ~penlPitkin Ooun~ Housing Guidelines Page 5 of 62 P128 PART/I, RENTING AFFORDABLE HOUSING SECTION 1 QUALIFICATIONS TO RENT AFFORDABLE HOUSING To qualify, be eligible, and remain eligible to rent and res/de in a long-term affordable housing unit (Category 1, 2, 3, or 4 or tong-[erm at Marolt & Truscott), a person/ household must meet [he following criteria and must not be over the maximum income as stipulated in the table below: Maximum Incomes for RENTAL Units Only (See ncome Verification Part 11, Section 2, No. 1) No. Of Adutts Category 1 Cate.qory 2 Category 3 Category 4 One Adult $~_6:400 ...... $41_~ ...... $.68.100 ...... $109.700, ~ Two Adults - 3_9.~6_0_Q .......6_2_,9_0_Q6~,. ~,.],.Q.2.~]_0_0.. ...... .L6_4~6_0~_ ....... Three Adults ~_Q~ ..... ~.~QQ ...... ~]_O.~ ..... 5.~185 .... Net Assets not in Excess of 150,000 ] 75,000 200,000 225,000 ]. Be a full-time employee working n Pitkin County; or a. retired person who has been a full-time employee in Pitkin County'a minimum of four years immediately prior to his or her retirement defined in the Guidelines; or a disabled person residing in Pitkin County who has been a full-time employee in Pitkin County a minimum of two years immediately prior to their disability (as defined in the Definitions); or in the event of 'the oualified employee's death, the spouse of any such employee, retired person, or disabled person~; a dependent living with that qualified emoloyee, retired person or disabled person. !~_~_~v._Q_-_p~.I:.S._OJ~ household Q~_~_ad~J.J:L~_onlv (Qg_~e.~13_cJ~L'~_~5_d_e,[Ln_e-~Lin the._CLL~L~e,[jl:LeS).,_lZO_t~t adults must be work/no in Pitkin County to qualify for an additional bedroom, Upon rental of the unit, employee(s) shall occupy the unit as the primary residence. 3. The tenant must not own developed residential real estate or a mobile home in those portions of Eagle, Garfield, Gunnison or Pitkin Counties, which are part of the Roaring Fork River drainage. 4. If vacant land is owned in the portions of these counties, which are part of the Roaring Fork River drainage, while leasing an affordable housing unit, the land 2001 Aspen/P tkin Courtly Housing Guidelines Page 6 of 62 P129 must remain unimproved. If the land is improved with a residence the individual must then relinquish the affordable housing unit b~ vacating the rental unit. 5. The tenant must have total current household income and assets no greater than the maximum amount specified for the particular Category ], 2, 3 or 4 unit. Any renter who has assigned, conveyed, transferred or otherwise disposed of property within the ast two years without fair consideration in order to meet the net asset limitations shall be ineligible. 6. If the Tenant's residency began prior to ownership by the City, County or Housing Office as a result of a "Buydown" situation, and the Tenant's residency has been continuous since that time, the Tenant must qualify on/yas a full-time employee. The Tenant does not have to qualify under the Income or Asset provisions. The Tenant will be required to pay rent commensurate with his or her household income regardless of the price category of the unit. 7, tf _a. Tenarlt or ~otential Tenant is under review for a non-compliance issue, t_he .m_e__ nant or potential Tenant will not be aoproved and/or his or her leas_e will_.n__ot 8-~. Emergency workers receive priority for rental units. They must verify their continued service (see Definitions), to that agency for their lease to be renewed. This requirement expires after two years of residency/service. See Part II, Section 8, Emergency Worker, to see if you are eligible for an emergency worker priority and the process that needs to be roi owed. SECTION 2 INITIAL QUALIFICATION TO RENT In order to determine that a person or household desiring to rent an affordable housing unit meets all of the criteria set forth in Section 1 above, PRIOR to occupancy, the Housing Office must review and have on file specific documentation which provides proof of: residency, employment, income and assets. The Housing Office may request any or all of the following documentation. (All information and documentation received will remam confidential). ]. income Verification: 'a. Copy of the previous year's (must current) Federal Income Tax return. b. Current income and financial statement verified by the applicant to be true and correct. If there is a variance of more than or less than 20% between current income and income reported on the previous year's tax returns, the incomes will be averaged. This will establish the income category. 2001 Aspen/Pitkin County Housing Guidelines Page 7 o~ 62 P130 c, Applicants may, upon request, have the optio~ to have their gross income averaged over a three-year period for qualification. d. Social Security report of employer(s) and location(s). If the above information is not available, the applicant must provide other documentation as requested by the Housing Office. 2. Employment Verification: a, All W-2 forms from the current or previous year (Waitlist tenants must provide documentation of employment for the full term that their name was on the waitlist). b. Wage stubs (if W-2's are not available). c, Employer(s) name, address, telephone and dates Of employment. d. Housing Office "Employment Verification Form" [signed by employer(s)]. e. Evidence of legal residency. f. La~ dlord verification of residencv, stating specific dates. g. Valid Pitkin County Driver License. h. Valid Pitkin County Voter Registration. J, ~ Verification of telephone service in Pitkin County. j. Divorce Decree or Separation Agreement, including alimony and child support. A copy must indicate that it has been entered in the record with all exhibits and supplements attached. If the above information is not available, the applicant must provide other documentation as requested by the Housing-Office. Due to the need for an emolover to house their emoiovees on-site, for rental units owned by employers, if the deed-restricted housina is located on-site of the business: the employer may choose the tenant. If the income and/or assets are qreater than the maxJ~.u_m_~l~_w.e.cLfQ~_th~_t.._s_~cLfi¢_~t,_t_kct_e.m~[~ inc~_m_~_d_/~_c~s_~__s~t~ _b~ Note: Applicants for Affordable Housing will verify on the application that all information provided is true and accurate. If any of the information is determined to be inaccurate or non-verifiable the applicant may be subject to disqualification by the Housing Office from the application and/or approval process. SECTION 3 REQUALIFICATION FOR RENTAL OF AFFORDABLE HOUSING The status of Renters/Tenants of Affordable Housing Units shall be reviewed and verified every other year (biannually) to ensure that they continue to meet the 2001 Aspen/Pitkin County Housing Guidelines Page 8 of 62 P131 requirements of the Guidelines, including but not limited to: Minimum Occupancy, Income and Asset Requirements, and Employment. Housinq Office Responsibilities: The Housing Office shall endeavor to cause the Landlord to provide the Tenant written notice of the requirement for requalification at least thirty (30) days prior to the expiration of the two years. 2. The Housing Office will provide to the Tenant a copy of the Rental Approval form wi~h instructions. Should a tenant not m~et the reouirements of the cate(]orv unit. the tenant shall have one year to come into comoliance or find another olace to live. A tenant LQ~M-n.~g-~f~L~b~.r-1¢~t~aJ-~.~p~.~-u~Q~;j`e~s-~h~a~s-~n-~-~¢-~E~.~L¥~ar to_.~$jd_e_.in_t_b_.e_ _unit. However. the rent shall be increased to the cate¢orv that matches the ];_e_n _a.n t ' s income: Landlord Responsibilities: 1. The Landlord shall provide disclosure in the lease that tenants must be qualified every two years and must reapply in the second year. 2. The Landlord shall provide the Tenant written notice of the requirement for requalification at least thirty (30) days prior to the expi-ration of the two years. The Housing Office Rental Approval form should accompany this notice. 3. Provide the Housing Office a copy of the lease signed by both parties, prior to Tenant occupancy. Tenant Responsibilities: 1. Renters must meet al of the Initial Qualifications stated previously in Section 1. 2. if the Tenant does not receive the Landlord's notice or the Rental Approval form, the Tenant must contact the Housing Office by telephone, 920-5050, or [n person. 3 The Tenant must pay a $15 Requalification Fee when the documentation is filed with the Housing Office. 2001 Asoen/Pitkin Count' Housing Guidelines Page 9 of 62 P132 SECTION 4 RENTAL ENFORCEMENT 1. All qualification items from Section 1, 1-8, are verified every two years by the Housing Office staff. 2. Roommates are permitted under the Guidelines. Individuals residing in two or three bedi'oom units must, at all times, have the unit filled with qualified tenants In case of a vacancy, the remaining tenant(s) is/are responsible to find a new roommate within forty five (45) days. Al residents must be qualified through the Housing Office prior to occupancy. 3. The Min mum OCcupancy Requirement of one qualified individual per bedroom must be met. 4. The Housing Office may do random audits and investigate~ complaints or reports of non-compliance on an ongoing basis. SECTION 5 RENTAL OF AN OWNERSHIP UNIT A unit may, upon approval of the Housing Office, be rented to a qualified individual, in accordance with the Guidelines for a maximum period of two (2) years. Terms and Conditions: 1. Notice of such intent and the ability to comment shall be provided to any applicable homeowner's association at the t.ime of request to the Housing Office. 2. A letter must be sent to the Housing Office requesting.permission to rent the unit. 3. A minimum s~x (6) month written lease must be provided to the tenant, with a forty-five (45) day move out clause, except for non-profit employee/faculty tenants, where a three-month lease or a month-to-month lease shall be allowed. A three-month rental must be approved as a Leave of Absence under Part V, Section 8. 4. The Housing Office must qualify all tenants, and shall waive the income and asset requirements for non-profit tenants, The tenant must be a qualified employee as stipulated in these Guidelines, or non-profit employee/faculty member as defined in these Guidelines. The unit must be leased for the terms set forth-in the Deed Restriction on the unit or, if there are no such provisions in the Deed Restriction, upon terms approved by the Housing Office. 2001 Aspen/Pitkin County Housing Guidelines Page 1C of 62 P133 5 Prior to the Housing Office's qualification of the tenant, said tenant shall acknowledge as ~art of the lease that said tenant has received, read and understands the homeowners' associatio~ covenants, rules and regulations for the unit and shall abide by them. Enforcement of said covenants, rules and regulations shall be the responsibility of the homeowners' association. A copy of the executed [ease shall be furnished by the owner or tenant to the Housing Office and homeowners' association, SECTION 6 MANAGEMENT OF RENTAL UNITS Private management companies manage most of the rental projects. Each specific complex may differ in its rental procedures. Persons desiring to rent an Affordable Housing unit must meet employment and income requirements as well as minimum occupancy. A/~st of t/~e rental projects and managers/$/ocated/n Appenc/ix D. Units managed by the Housing Office are Truscott Place, Smuggler Mountain Apartments,~Aspen Country inn and Marolt Ranch Seasonal Housing. Please contact the Housing Office or individual property managers for specific rental information. SECTION 7 RENTAL WAITLIST The Housing Office maintains a Waitlist of rentals for some projects. Due to increasing demand and limited supply, the length of time to obtain affordable rental housing currently ranges from two to four years. Prospective tenants must remain working full time in Pitkin County during the Waitlist period in order to maintain their position on the Waitlist. Proof of Pitkin County employment must be provided at the time of Qualification for the full term of the Waitlist period. Once established on the Waitlist, the waitlisted person must update his/her status every ninety days. Updating may be done as frequently as once a month. SECTION 8 EMERGENCY WORKER An emergency worker may be placed on the top of the rental waitlist if they are approved as a qualified Emergency Worker through the Public Safety Council Committee review and as defined under the Definitions section herein. The individual's supervisor must request the priority, in writing, to the Public Safety Council Housing Subcommittee. This Subcommittee will consist of members from any emergency worker department, a member of the Public Relations E~oard (PRB) and a member of the Housing Office staff, it is the responsibility of the supervisor to prove to the Public Safety Council that the 2(301 Aspen/Pitkin County Housing Guidelines Page 11 of 62 P134 employee is a required emergency response priority. The member of the PRB and the Housing Office will not vote, but will comment on whether the individual should be allowed the priority. If the Public Safety Council Housing Subcommittee approves the individual for priority status, written verification must be provided to the Housing Office. At such time, the Housing Office wi place the individual at the t(; p of the rental waitiist for City-owned projects. 2001 Aspen/Pit, in County Housing Guidelines Page 12 of 62 P135 PAR T II! PURCHASING AFFORDABLE HOUSING S£ClION 1 QUALIFICATIONS TO PURCHASE AFFORDABLE HOUSING To qualify, be eligible, and remain eligible to purchase and res/de in an affordable housing unit, a person/household must meet the following criteria and must not be over the maximum income as stipulated in the table below: Maximum Incomes for SALES/OWNERSHIP Units Only (See Section 2, No. 1) No. of DepenOents Category 1 Category 2 Categof'y 3 Category 4 0 Dependents $26,400 ...... $~L~_0_Q ...... $68. 100 ...... $109.700 ...... g 49.400 ...... 75,600 ...... ] 1 7.2001 ] I Dependent 33~O33,999 ~ nnn ~ ~n ..... 2 Dependents 4~=~Q ....... 5fi~_O.Q ...... .8_~.~LO~ ...... 124,700 ....... 3 or More Dependents ~ ...... fi~ ...... ~_~600 ...... 132~QO ....... Net Assets Not in Excess of ~ 50,000 ] 75,000 200,000 225,000 NOTE: A household can quali~ to purchase a unit in a higher catego~. 1. Be a full-time employee working in Pitkin CounW; or a retired perso, ~see Def/nitions) who has been a full-time employee in Pitkin Counw a minimum of four years immediately prior to retirement as defined in the Guidelines; or a disabled person residing in Pitkin CounW whe has been a full-time employee in Pitkin CounW a minimum of ~o years immediately prior to their disabiliW (as defined in the Definitions); or in the event of the oualified emolovee's death, the spouse of any such employee, retired person, er disabled person or a dependent living with that q~alified employee, retired person or disabled person. In a person hous. ehold of ~o adults (no dependents as defined in the Guidelines~. both adults must be workin~ in Pitkin County to ~uali~ in the too or/or/tv for an 2. Upon purchase of the unit, employee(s) shall occupy the unit as the prima~ residence ~nd maintain at least the minimum work reouirement until retirement ~e as SD~CJ~e~_~_ the!e 3. The purchaser/owner must no~ own developed residential real estate or a mobile home in ~hose portions of Eagle, Garfield, Gunnison or Pkkin. Counties, which are pa~ of ~he Roaring Fork River drainage. If properW is owned, the purchaser/owner must lis~ for sale, a~ competitive marke~ prices, the residensial 2001 Aspen/Pitkin Coun~ Housing Guidelines Page 13 of 62 P136 real estate or mobile home prior to or simultaneously with closing on the affordable housing unit and still meet the asset, income limitations as set forth in Table I The purchaser must provide the Housing Office with a copy of the appraisal of the property. Upon the sale, a copy of the closing documents indicating the sale price must be ;rovided to the Housing Office. 4. If the property is not sold by the time of closing on purchase of the affordable housing unit, it must remain listed until sold. If the owner of the other residential property desires to rent that property prior to sale, the owner shall be required to rent such property as affordable housing in accordance with the Guidelines at the income category determined by the Housing Office to be appropriate under the circumstances. 5. If vacant land is owned in the portions of Eagle, Garfield, Gunnison or Pitkin, which are part of the Roaring Fork 'River drainage, while owning an affordable housing unit, the land must remain unimproved. If the land is improved With a residence, the individual must then relinquish the affordable hous'ng unit by listing and selling the ownership interest in that unit. NOTE: Persons owning improved res/dent/a/property, res/ding in affordable housing prior to May I, 1994, will be all~wed to retain ownership of that residential property and still be eligible to reside tn affordable housing. However, once the residential property is sold, the person residing m affordable housing may not acquire additional residential property and remain eligible to reside in affordable housing. A business owner, where the individual owns a deed restricted unit, has an opportunity to purchase another unit in the-Roaring Fork drainage system under the following conditions: l) the business owner would contact APCHA that a unit has been found in the free market that they would ike to purchase; 2) the business owner would then discuss with the APCHA the needs of the owner; 3) the specific Category would be agreed to by both parties (the owner and APCHA) and 4) the Housing Office has the option to approve the request as long as a recorded deed restriction is placed on the free market property relating to the business. The employer would only be allowed to rent the unit to a qualified employee of Pitkin County unless the unit is located in the downvalley area. Should the unit be located downvalley, the owner would be allowed to rent to an individual employed somewhere in the Roaring Fork Drainage System as long as their employee would have the first right of refusal with the second right of refusal going to someone employed in Pitkin County, with the last right to any other qualified employee. 6. The purchaser/owner must have total current household income and assets no greater than the'maximum amount specified in Section I above for the particular category. Any purchaser who has assigned, conveyed, transferred, or otherwise disposed of property within the last two years without fair consideration in order to meet the net asset limitations shal be ineligible. Maximum net asset limits for 2001 Asoen/Pitkin County Housing Guidelines Page 14 of 62 P137 households, which consist of at least one citizen of retirement age, are 150% of the applicable income category. NOTE: The ownership of any property shall be considered in determining Maximum Net Assets. NOTE: Qualification #6 is applicable at the time of purchase ONLY. After purchase, owners must continue to meet criteria ]-5 above to continue to own and reside in affordable housing. comoliance issue may not enter any new lotteries until the non-comoliance issue SECTION 2 INITIAL QUALIFICATION TO PURCHASE In order to determine that a person or household desiring to purchase an affordable ~ousing unit meets all of the criteria set forth in Section 1 above, the Housing Office must review and have on file specific documentation which provides proof of: residency, employment, income and assets. The Housing Office may request any or ali of the following documentation. All information and documentation received will remain confidential. 1. Income Verification: a. Copies of the past two years complete Federal income tax returns, with W2's attached. b. Current income and financial statement verified bythe applicant to be true and correct. If there is a variance of more than or [ess than 20% between current income and income reported on the previous year's tax returns, the incomes will be averaged. This will establish the income categow. c. Social Security records, or W2's for all the years worked in Pitkin County. if the above information is not available, the applicant must provide other documentation as requested by the Hou sing Office. 2. Employment Verification: a All W-2 forms from a minimum of the previous four years (purchase). b. Wage stubs (if W-2's are not available). c. Employer(s) name, address, telephone and dates of employment. d. Housing Office Employment Verification Form [signed by employer(s)]. e. Evidence of legal residency. f. Landlord verification of residency, specific dates. g. Valid Pitkin County Driver License. 2001 Aspen/Pitkin Count~ Housing Guidelines Page 15 of 62 P138 h Valid Pitkin County Voter Registration. i. Verification of telephone service in Pitkin County. j. Divorce Decree or Separation Agreement including alimony and child support. A copy mus[ indicate that it has been entered in the record with a. II exhibits and supplements attached. k. Applicants desiring to purchase a unit will be required to sign a release in order for the Housing Office to obtain a copy of the loan application from the lender. If the above information is not available, the applicant must provide other documentation as requested by the Housing Office. Note: Applicants for Affordable Housing will verify on the application that all information provided is true and accurate. If any of the informatio~ is determined to be inaccurate or non-verifiable, the applicant may be subject to disqualification by the Housing Office from the application and/or approval process. SECTION 3 QUALIFICATIONS FOR THE PURCHASE OF RESIDENT OCCUPIED UNITS Purchasers of Resident Occupied affordable housing must meet all of the criteria as stated below: 1. Income Verification: a. Copies of the past two years complete Federal income tax returns, with W2's attached. b. Current income and financial statement verified by the applicant to be true arid correct. If there is a yanance of more than or less than 20% between current income and ~ncome reported on the previous year's tax returns, the incomes will be averaged. This will establish the income category. c. Social Security records, orW2's for all the years worked in Pitkin County. If the above information is not available, the applicant mus[ provide other documentation as requested by the Housing Office, 2. Employment Verification: a. All W-2 forms from a minimum of the previous four years (purchase). b. Wage stubs (ifW-2's are not available). c. Employer(s) name, address, telephone and dates of em ployment. 2001 Aspen/Pltkin County Housing Guidelines Page 16 of 62 P139 d. Housing Office Employment Verification Form [signed by employer(s)]. e. Evidence of legal residency. f. Landlord verification of residency, specific dates. g. Valid Pitkin County Driver License. h. Valid Pitkin County Voter Registration. Verification of telephone service in Pitkin County. Divorce Decree or Separation Agreement including alimony and child support. A copy must indicate that it has been entered in the record with all exhibits and supplements attached. k. Applicants desiring to purchase ~ unit will be required to sign a release in order for the Housing Office to obtain a copy of the loan application from the lender. If the above information is not available, the applicant must provide other documentation as requested by the Housing Office. 3. Additional Requirements: a. Gross income and net assets are limited. The amount allowed is that ~ which permits a household to qualify for a $.6_21.100.E99,999 purchase as follows: i) when all net assets are to be counted as a down payment; and ii) 28% of gross income ~s available to finance the remainder of the purchase price at an 8% interest rate amortized over 30 years. b. See the deed restriction for the specific RO unit for any other additional restrictions and/or conditions. 4. Resale of RO Units: The owners of an RO unit must list the unit through the Housing Office, unless the specific deed restriction states otherwise. At the time of the listing, the Owner will pay to the Housin§ Office a 1% sales fee. The unit will go through the normal selling process, with a lottery held at the end of the two-week bid period. At the time of closing, the Owner will pay an additional 1% sales fee, for a total of a 2% sales fee. SECTION 4 MAINTAINING ELIGIBILITY FOR OWNERSHIP OF AFFORDABLE HOUSING There is not a requalificatio~ requirement to meet Income, Asset and Minimum Occupancy for persons who have purchased and own an affordable housing unit. The individual must remain a qualified employee or retiree and continue to occupy the unit as their primary residence as defined in these Guidelines, and as they are amended from time to time. In the future, it may be a requirement for an owner to provide documentation of working in Pitkin County on a biannual basis. 2001 Aspen/Pitkin County Housing Guidelines Page 17 of 62 P140 SECTION 5 ENFORCEMENT OF OWNERSHIP UNITS 1. All qualification items under Part III, Section ], 1-5 shall apply to continue ownership. 2. Roommates are permitted under the Guidelines. All residents must be qualified through the Housing Office prmr to occupancy. of .... u ............ ~"" ~'~'~ ' ' ' doinq non ..... ~ ................ , .... = ....... _T]'J_e_ J:[o_u.sJ~q._O_[fl_C~ w!!L.b_e a random audit on all the ownership units as to emolovment and ownino other orooertv within the Roarina Fork Valley. This is to ensure that all owner~ ,C.o_n_t J~3~Le.~ m e~e.LtLtedLe~. _u..i~_e_m~ Et ~._(~_t b_e_Gjj jd.e.lJ~Le ~. Housino Office Responsibilities: ~,_]'~_L-Lo_u~i~q_Q~;_e_5~lJ_e~_d_e.~.v..~t:_~)J:e_.c~Laj~[y_e_~c_h_O~ner within the [:l_e~l; t;w o_v_e~a, cs_, b. The Housino Office shall randomlv Dick the owners, over this two-veer period of time. to provide documentation to the Housine Office show~nq ~mJ3]_lo_~m_eJ3Lbj~:LoL¥_c~cL~hat ttt~ey_d.~'to_t...own Q.~._her orooertv within the Roarino Fork Vallev. c. The Housino Office shall mail a letter and a form t~o be completed bv the Owner reauestina emDIovment information and incom'e tax returns, e..__..O_ac_e_tb_e_d_kcu.m_~o_ta[ioJ3_bas_k¢e~lj'Aceived, the Housino Office will review each file for compliance, f. Should the Owner be out of comoliance, a second letter will be sent m !:l'l.e_O_w_a.e_r_r_e.q.u2os.t:ill.q_tb_at the_O:~o_e.r_!fa.tkl:['keJ~t_~iated in their Deed Restriction. o. Should the Owner contest the deed restriction, if the Court finds for the Housino Authority. all leoal fees will be paid bv said Owner. O~_erj~_ ge~ p~J~L.~Lbik' ~ Le ~: a. Once the Owner receives the letter and forms from the Housina Office. the the letter the comDletedform and a CODY of their most recent income tax return. b. If the Owner does not submit the information or contacted the Hou$inq D~L~e_[D_tl:Le~time_aJ£Oit:~d.~J3_e,_~D_10_r~¢iation for their unit will be 5_u.~.p_e._nd_e~d,SJ:Lo_uld the Owner be found out of compliance, the Owner will list the unit with ~he Housina Office as stated in their deed restriction, 2001 Aspen/pitkin County Housing Guidelines Page 18 of 62 P141 c. There are life circumstances that may be beyond the control of the Owner. .'r._h_e_._Own.e_r__h_a_s_the o .O_p__9_Et_u_nit.v_to re_~_uest a__S_p_eci_a_l Re_view. Som__e_ an accident requiring_the inability for the owner to work. a sinple oarerl~ who is unable to work full-time, etc. SECTION 6 PRIORITIES FOR PERSONS BIDDING TO PURCHASE AN AFFORDABLE HOUSING UNIT The Housing Office operates a lottery for the sale of affordable housing properties. Priorities for the lottery bid process are as stated below. The qualified person(s) submitting the highest bid price, which does not exceed the maximum bid price, during the bid period shall have the first right to negotiate the purchase of the unit. If two or more qualified bids are submitted at the highest bid price, they shal receive preference and be prioritized for selection as the top bidder in the following order: A. Persons with a present ownership interest Joint or Tenants In Common, in the affordable housing unit. B. Person(s) chosen by the remaining owner(s) to purchase the interest of another owner. ANY FRACTIONAL SALES MUST BE APPROVED BY SPECIAL REVIEW IF NOT UNDER A COURT ORDER DUE TO DISSOLUTION PROCEDURES.' C. Qualified spouses and/or children of current owners, including joint custody of the children, and/or qualified parent(s) meeting minimum occupancy. A transfer between siblings '~s not permitted.;_b.O_w_e,v_e,l::~_a~.n_v__l~_r.s~0_n__w__]:LO_Ls_~.c]_~L~e~_~ bv a transfer between a family member (as defined in these Guidelines) must qualify fully under that soecific cate~_orv_. For ex~am~le._i_~f the unit is a Category. 3 history of_at least the last four years.. (Transfer w/th/n /rnnrned/ate farn//y to a qua//f/ed buyer requ/res a $100 fee, and must be approved by the I-/ou$/n~ Off/ce pr/or to the transfer.) D. Persons living in and owning another unit within the coml; ex who meet minimum occupancy standards. A person must have owned his ~n-complex unit for at least one year prior to receiving the in-complex priority. If there are more than one in- complex bids meeting minimum occupancy~, a lottery will be held by giving the 200'1 Aspen/Pit.kin Ooun[y Hou$in~ Guidelines F~8~e '19.of 62 P 142 number of chances as stipulated below. On an in-complex move, a unit must open up to bid to other qualified persons before receiving the in-complex priority. For new projects, the in-complex priorities will apply only after completion of all affordable housing phases of the project. _EE. Persons with four or more consecutive years of employment in Piti<in County immediately prior to application for ;urchase: 1. With minimum occupancy and one or more dependents for units with three or more bedrooms, dependents must reside in the unit a minimum180 days out of any 12-month period, 2, With minimum occupancy Each household in the top priority will receive the following number of chances: Working in Pitkin County greater than 4 years, less than 8 years 5 chances Working in Piti<in County greater'than 8 years, less than ~ 2 years 6 chances Working in Pitkin County greater than 12 years, less than 16 years 7 cha~ ces Working in Pitkin County greater than 16 years, less than 20 years 8 than ces Woj'king in Pitkin County greater than 20 years 9 chances E_F. Persons with one to four consecutive years of employment in Pitkin County immediately prior to application for purchase (each individual will receive one chance in a separate lottery only if there is no one bidding who has been working in Pitkin County four years or more): 1. With minimum occupancy and one or more dependents for units with three or more bedrooms (dependents must reside in the unit greater than 180 days out of any 12-month period). 2. With minimum occupancy GG. Persons with less than one consecutive year of employment in Pitkin County ~mmediately prior to application for purchase (each individual will receive one chance in a separate lottep/only if there is no one bidding who has been working in Pitkin County four years or more): 1. With minimum occupancy and one or more dependents for units with three or more bedrooms (dependents must resi'de in the unit greater than 1 80 days out of any 12-month period). 2. With minimum occupancy HH. Persons with four or more consecutive years of employment in Pitkin County ~mmediately prior to application for purchase not meeting minimum occupancy, but which most closely approximates minimum occupancy. 2001 Aspen/Pitkin County Housing Guidelines Page 20 of 62 P 143 __lJ,. Persons with one to four consecutive years of employment in Pitkin County immediately prior to application for purchase not meeting minimum occupancy, but which most closely approximates minimum occupancy. Persons with less than one consecutive year of employment in Pitkin County immediately prior to application for purchase not meeting minimum occupancy, but which most closely approxi mates minimum occupancy. After prioritization, names of bidders with the highest bids of equal amounts and equal priority status shall be placed in a lottery which will be held within a reasonable amount of t~me following the deadline for bids. If the terms of the proposed purchase contract, other than maximum price, as initially presented to the owner, are unacceptable to the owner, there shall be a mandatory negotiation period of three (3) business days. During this period, the owner and potential buyer shall endeavor to reach an agreement regarding said terms, including but not imited to the closing date and financing contingencies. If the owner and buyer have not reached an agreement at the end of the negotiation period, the next bidder's offer will then be presented to the owner for consideration. A new three-business day negotiating period will begin. All follow-up qualified bids will be processed in a like fashion until the unit is sold or all bids are rejected. If the owner rejects all bids, the unit shall be placed back on the market for new bids or withdrawn from sale. The owner shall be subject to the provisions of Part V, Section 3, paragraph 1, regarding sales fees. if a unit has been expanded to include another bedroom minimum occupancy shall be based on the original bedroom count (e.g., for a-l-bedroom'u~it expanded to a 2- bedroom unit, a single person household would meet minimum occupancy, and the unit would be marketed as a one-bedroom unit). EXCEPTIONS TO PRIORITIES SUBJECT TO (SPECIAL REVIEW): Emergency workers (see Definitions and the Emergency priority under Part II, Section 8, Emergency Worker) meeting minimum occupancy may qualify for placement into the highest lottery category (except paragraphs A, B, C and D, of Part ltl Section 6). The employee may compete with other applicants in that category (with a maximum of 5 chances) upon approval from the Public Safety Council. In order to receive the emergency worker priority, the emergency worker must have been n service to the community with that agency for a least one year. The worker will be required to be 'n service to the agency as a qualification of ownership until they have completed four years of service. If the worker leaves the emergency status position before that time, they will be required to list their unit for sale to a qualified em;Ioyee. (The option for Special Review of circumstances for leaving is open to emergency workers.) 2001 Aspen/Pitkin County Housing Guidelines Page 21 of 62 P144 2. First priority for handicapped accessible units shall be given to disabled persons prioritized by length of residency. 3. Persons removed from their residence in Aspen or Pitkin County due to conversion or reconstruction of their residence by government action may receive higher priority upon Special Review. 2001 Aspen/Pitkia County Housing Guidelines Page 22 of 62 P145 PART IV LO-I-I-E RY PROCESS Priority for purchasing via the Housing Lottery is given to those persons who have worked in P/tkin County a m/n/mum of four consecutive years. An initial lottery is held for persons who have priority status. A subsequent lottery may be held if necessary, Any persons employed in ?itkin County and meeting the above criteria are eligible ro participate in the Housing Lottery, however, demand for housing is so great that it is unlikely in the foreseeable future that a non-priority lottery wi//need to be held. 1. The lottery is held the .Monday after the listing period nas ended, unless otherwise s p e c i fie d .=S_h.9._U !.~...t_.h._e.~_e.....b_e._.a..q_Ln_~.c..P_..m..~g..x__l~_~...__t_.h_~f.._.w_!! Lg~L..~_~!.~.=_~(_~.~ ~.~_~ ....o;~_ j~_~..h._a_~j_i!.:.h_~_l~eJ2/_ ..~/iti_b_e held fo~J:]:Lo~te in-QoJ30 ._pJ~__x__.._h._o=_.g_s_e.._h.._o~._~s_only_. S.ho.u.ld...all...J n: h o.us e.. p e~.pl.e..de c ll~ ~_th.e .u n J~.~.t..n Qt. qet.~i.Q~ n ci.nq ~.th eJ o/~t.~.~z..~ill. _b.e_..h.eJd~ f.o~ 2. Ail c~ ualified households who have bid on that unit are entered into the lottery. 3. The names are printed out and verified prior to running the lottery to ensure that a household has not been excluded. The names are verified by the bid sheets and by the receipts provided to each bidder. This list s currently posted on the outside door of the Courthouse Plaza Building by 9:00 a.m.. the day the lottery is held. 4. The lottery shalI be run on the date specified in the advertisement. 5. Once the tottery has been run, the list is printed out and the names are, again, verified to ensure that all househoJds were included in the lottery, ffthere is a problem, the problem is noted on the printout and explained as to why the lottery has to be rerun. The lottery is then rerun with the correction(s) made. 6. The file of the Iotter~ winner IS pulled and reviewed for completion 7. Once the winner's information is verified, the winner is notified by the APCHA and an appointment is scheduled. 8. The ~ottery is then classified as "official" and the names posted on the bulletin board in the Housing 'Office. 9. If tiqe winner of the lottery does not proceed ~o contract the Housing Office and sign the contract within three business days, the next in Hne is notified and so on, until the unit is under contract for purchase. NOTE: The APCHA has the right to disqualify a potential winner if the winner's qualification information cannot be verified is 'ncomplete, or inaccurate at the time of contract. 2001 Aspen/Pitkin County Housing Guidelines Page 23 of 62 P146 PART V PROCEDURES FOR THE SALE OF A CA TEGORY AFFORDABLE HOUSING UNIT SECTION 1 LISTING A UNIT WITH THE HOUSING OFFICE I. An owner of an affordable housing unit desiring to sell should consult with the Housing Office and rewew the Deed Restriction covering the unit to determine the maximum sales price permitted and other applicable provisions concerning a sale. 2. Unless otherwise provided in the Deed Restriction, the unit must be listed for sale with the Housing Office and the Housing Office staff will administer the sale in accordance with the Guidelit~es in effect at the time of listing. 3. There shall be a minimum listing ~3eriod of three months before a unit's price can be reaajusted. Any termination in the listing may require the payment of admiriistrative and advertising costs. 4. The APCHA acts as a Transaction Broker representing both Buyer and Seller. Questions will be answered and help provided to any potential purchaser or seller EQUALLY in accordance with the current Guidelines. 5. The APCHA is responsible for preparing all documents p~rtaining to the sale and purchase of Category Units. 6. All purchasers and sellers are advised to consult legal counsel regarding examination of title and al contracts, agreements and title documents. The retention of such counsel, licensed real estate brokers, or such related services, shall be at purchasers or sellers own expense. 7. The fees paid to the Housing Office are to be paid regardless of any actions or services that the purchaser or seller may undertake or acquire. 8. A seller in the process of purchasing a different unit may find it necessary to secure additional financing should the ~3roperty listed for.sale not close prior to the closing date on the newly purchased property. 9. An inspection form will be provided to the Seller at the time of listin(]. This will be reviewed with the Sales Mana(~er. It is re(]uired that the Seller shall Provide th~ Buyer with a clean, workin(~ unit upon delivery of deed. All holes in the walls will be filled, carpet~ steam cleaned, all. damaaed windows will be repaired, all ~.LLan¢~5_~viJl b_e in woJ:J~i~._o£.d_e.J:.,_g,~, JLp_Lumbina in workina order. A final 2001 AspenlPitkin Count, Housing Guidelines Page 24 of 52 P147 insoection of the unit shall be conducted bv the Buyer on the day of closin§. If the unit is not left in satisfactory condition, at the sole discretion of the APCHA. m o n e~;.~,_ry_._c..~..~..~.~.~.~;j_.o._n._._~.]3~ I b.~_.b_eld j _n._~.~_c _r_o_w_ a~._cLo__s~_n~_f_r_o_m _¢1~_S ~.!Le_E~ proceeds until the repairs and/or cleaninq are comoleted. The rebaits and/or cleanin~ shall be oaid from this fund. Any monies left over shall then be distributed to the Seller. The escrow amount shall be determined bv the Housinq SECTION 2 ADVERTISING THE SALE: BID PERIODS 1. After a unit is listed for sale with the Housing Office, the Housing Office, at its expense, arranges to advertise the unit for sale in the Wednesday daily papers. Upon listing, there's an initial two-week bid period during which the unit is advertised with two open house dates for showing. The initial two-week bid period ends on the Wednesday after the second week of advertising. If there are no bids received in the initial bid period, there will follow consecutive one-week bid periods, ending Wednesday, until the unit is sold. 2. Prospective purchasers are encouraged to investigate sources of financing prior to submitting a bid for affordable housing and can ~btain names of lenders from the Housing Office sales department. Sales staff are available to assist interested parties with the purchase procedure and to answer any questions about the process. 3. If more than one bid is received during any bid period, bids are prioritized according to the Guidelines. If more than one bid is in top priority, a lottery's held. SECTION 3 FEES FOR LISTING AND SALES 1. There are two fees involved in the listing and sale of a Deed Restricted Affordable Housing unit -- a Listing Fee and a Sales Fee. The Sales Fee is equal to two percent (2%) of the sale's price of the property, unless otherwise specified in the Deed Restriction. Alsa unless otherwise specified i~ the Deed Restriction, the Housing Office will collect a half of the total fee {the Listing Fee) at the time of the isting. If a sale ~s completed by the Housing Office, the Listing Fee is considered part of the overall Sales Fee and will be applied to the total Sales Fee payable at closing. The Housing Office may instruct the title company to pay said fees to the Housing Office out of the funds held for the Seller at the closing. In the event that the Seller: a) fails to perform under the listing contract, b) rejects all offers at maximum price in cash or cash-equivalent terms, or c) withdraws the listing after advertising has commenced, that portion'of the Listing Fee will not be refunded. 2001 Aspen/Pitkin County Housing Guidelines Page 25 of 82 P148 In the event that the Seller withdrav~s for failure of any bids to be received at maximum p rice or with acceptable terms, the advertising and administrative costs incurred by the Housing Office shall be deducted from the fee. The balance will be credited to the Seller's sales fee when the property is sold. 2. Unless otherwise specified in the Deed Restriction covering the unit, a fee equally a quarter percent (¼%) of the total amount of the loan amount shall be charged by the Housing Office only when Fannie Mae-type financing provisions are ~sed. Fannie Mae-type financing shall be at the sole di'scretion of the Housing Office. This fee shall be paid by the borrower (the buyer) and is based on the amount of the mortgage. The fee shall be paid for each mortgage transaction and shall be de posited in the Housing Office Mortgage Reserve Fund Account. If the fee was not paid on the initial purchase of the unit using the FNMA-type financing provisions (Fairway III, Twin Ridge, Williams Woods projects), the fee is then payable by the Owner at the time the unit is sold or refinanced The buyer of said unit shall also pa,/ the fee based on the amount of the mortgage as set forth above. If the fee has been paid on a unit and the unit is refinanced, the fee shall only apply to the amount of refinanced mortgage which is greater than the initial mortgage upon which the fee was initially collected. FNMA-type financing provisions are those which provide, among other things, for the removal of the Deed Restriction on the unit u pon foreclosure of the mortgage, provided that the Housing Office, City or County do not exercise the option to purchase the unit within a time specified at ~he time of f~oreclosure. The amount and adequacy of the fee and Mortgage Reserve Fund shall' be reviewed annually as part of the Housing Guidelines rewew. SECTION 4 DEED RESTRICTION The purchaser must execute, ina form satisfactory to the Housing Office and for recording with the Pitkin County Clerk concurrent with the closing of the sale, a document acknowledging the purchaser's agreement to be bound by the recorded Deed Restriction covering the sale unit. This form is either a Memorandum of Acceptance that relates to a Master Deed Restriction, or an Occupancy and Resale Agreement. The form is provided for s!gnature by the purchaser at the time of closing, and will be recorded along with the other documents that are required to be recorded. 2001 Aseen/Pitkin County Housing Guidelines Page 26 of 62 P14g SECTION 5 CO-OWNERSHIP AND CO-SIGNATURE 1. Any co-ownership interest other than Joint Tenancy or Tenancy-in-Common must be approved by the Housing Office, 2. Co-signers (persons providing security or assuming partial responsibility for the loan) may be approved for ownersh p of the unit but shall not occupy the unit unless qualified by the Housing Office. SECTION 6 SALE OR RESALE OF RESIDENT OCCUPIED UNITS 1, The initial Sales Price of Resident Occupied Units shall not exceed $~_5~_0~_4.59,999 for a three- or four-bedroom unit. The $~6_5~.8_0_Q459,990 shall include the cost of the lot and the construction of the unit, The developer has the option to request a Special Review to increase this maximum price. The developer must provide documentation that a higher price is needed to do the project or the project provides an exceptional community benefit. 2. f a vacant lot is purchased for development, an initial Certificate of Occupancy must be obtained within three years of the sale of the lot. 3. The Housing Office shall qualify prospective purchasers (under Housing Office qualifications). Any resales of RO units shall be listed with the Housing Office and will be marketed through the same process as the category units, unless specified differently in that projects specific deed restriction. This will guarantee that the maximum sales price is being adhered to in all aspects of the housing program. The Seller wilt be required to pay a Listing Fee of 1% of the total sale's price in addition to the 1% Sales Fee, for a total of 2% of the overall sale's price, Mobile home parks with no sales price limits are exemption from this section, except that at the time of closing, a 1% fee of the sales price will be paid by the seller nto the housing program. 4. The maximum resale price shall be calculated as follows (unless specified differently in a recorded deed restriction): · the initial sale price of the RO lot or unit, plus 3% or the Consumer Price index (CPi) whichever is less appreciation on that amount, subject to the requirements below; PLUS · the actual cost to construct a unit on a lot, plus 3% or CPI, whichever is less, appreciation on that amount from the time of Certificate of Occupancy (CO), subject to the requirements below; PLUS 2001 Aspen/Pitkin County Housing Guidelines Page 27 of 62 P150 · any additional cost to expand the unit to the maximum 2,200 square feet, plus 3'% or CPI, whichever is less. appreciation on that amount, from the time of CO for tha~ addition, subject to the requirements section stated below; PLUS · the actual cost of permitted capital improvements stated in an exhibit attached to the deed restriction, not to exceed 10% of the initial sales price of the completed unit, or the expanded unit. 5 Existing mobile home park(s) converted to the RO category will not have an appreciation cap on the traiter ana/or lot if the unit owners are qualified Pitkin County residents as defineC by the Guidelines. The Housing Office shall retain the right of first refusal on any resales,_. SECTION 7 SALE OF SINGLE FAMILY LOTS The City or County will receive sales proceeds from single-family lots when the land is being provided as mitigation of affordable housing impacts for a development or growth. The property owner or developer will receive sales proceeds from single-family lots when the laYid is not being provided as mitigation of affordable housing impacts for a development or growth. SECTION 8 LEAVE OF ABSENCE FOR OWNERS OF. AFFORDABLE HOUSING UNITS An owner of an affordable housing unit must reside in their unit at least nine months out of the year and work at least 1500 hours per calendar year. There are instances in someone's life where they must eave Pitkin County for a limited period of time and desire to rent their unit during their absence. In those instances, a Leave of Absence may be granted by the Housing Office for one year. The homeowner must provide clear and convincing evidence, which shows a bona fide reason for leaving and a commitment to return to the Aspen/Pitkin area. Leave of Absence Request Procedure I. A Leave of Absence Request form must be completed and returned to the Housing Office at least 30 days prior to leaving. This form must be obtained from the Housing Office. 2. Notice of such intent to rent and the ability to comment shall be provided to any applicable homeowners! association at the time of request for their input and recommendation. 200t Aspen/Pitkin ,Coun[y Housing Guidelines Page 28 of 62 P151 Terms and Conditions: 1. The leave of absence shall be for one year and may, at the discretion of the Housing Office, be extended for one more year. 2 The unit may be rented in accordance with Part II, Section 5, during said one or two year period so long as the Deed Restriction covering the unit permits the rental. A summer Leave of Absence may be granted and units rented under provisions of Part II, Section 5. 3 In the event that the rental rate is not set forth in the Deed Restriction, the rent shall be established at the greater of owner's cost or the rent established in accordance with the Guidelines for units at the appropriate income category (see Table IV). 4. Owner's cost as used herein includes the monthly mortgage principal and interest payment, condomimum fees, utilities remaining in owner's name, taxes (if not part of the mortgage payment) and insurance prorated on a monthly basis, plus $_~__~g per month. S. Prior to the Housing Office's qualification of tenant, said tenant shall acknowledge as part of the lease that said tenant has received, read and understands the homeowners' association covenants, rules and regulations for the unit and shall abide by them. Enforcement of said covenants, rules and regulations shall be the responsibility of the homeowners' association. 6. A copy of the executed lease shall be furnished by the owner or tenant to the Housing Office and homeowners' association. 7. Should the homeowners' association recommend denial of the owner's request for a leave, the Housing Office will conduct a Special Review with the owner and homeowners' association representative(s) present. ~_ B_o__n_a_f_i_(;[_e_£e__~_o. io_$_f~o~_~..J.e~v_e~)_f...~Lb_~_e~L.~_h, all be limited to: an illness or death in the family, educational ourooses, lob enhancement, travel, exolorina relocation ootions. Should the owner be denied the Leave of Absence. the owner may reouest a _Special Review. ~_9, A short-term rental may be permitted, with the consent of the Housing Office and --the Homeowners' Association, to faculty or employees of a non-profit group and who shall be qualified without meeting income and assets only for a short-term rental (three months or less). 2001 Aspen/P[tkin CounS, Housing Guidelines Page 29 of 62 P152 SECTION 9 ROOMMATES IN SALES UNITS Owners are allowed to have roommates, however, there are certain conditions that must be followed when renting a room Terms and Conditions: 1. Roommates are permitted as long as the individual is a qualified employee, or falls under the non-profit group req uirement. 2. A roommate must be given a lease. 3. Copies of all leases must be filed with the Housing Office. 4. The maximum rental rate for [he room shall not exceed the maximum rental rate permitted under Section 8 above, for said unit pro rated on a per bedroom basis. One roommate in a two-bedroom unit shall pay a maximum rent of one-half (1/2) ~of the costs; one roommate in a three-bedroom household shall pay a maximum rent of one-third (1./3) of the total costs. 5. An owner may rent a unit or room To a qualified employee if it is [~ermissible under the Deed Restriction and or covenants of the Homeowner's Association covering the unit. The owner must continue to reside in the unit as a sole and exclusive place of residence. The employee must meet t~e income guidelines for the specific unit, and al other aspects of being a qualified employee, unless the. roommate is employed by a non-profit orqanization. ~.T~e owner shall be deemed to have ceased to use the unit as his or her sole and exclusive place of residence by accepting permanent employment outside of Pitkin County, or residing in the unit fewer than nme (9) months out of any twelve (12) months. 2001 Aspen/Pitkin County Housing Guidelines Page 30 of 62 P153 PART VI SPECIAL REVIEW A Special Review for a variance from the strict application of these Guidelines may be requested if an unusual hardship ca~ be shown, and the variance from the strict application of the Guidelines is consistent with the Housing Program intent and policy. n order to request a Special Review, a letter must be submitted to the Aspen/Pitkir County Housing Authority stating the request, with documentation regarding the unusual hardship. The applicant shall submit any additional information reasonably requested by APCHA and a Special Review meeting will be scheduled in a timely manner. The Special F~eview Committee may grant the request, with or without conditions, if the approval will not cause a substantial detriment to the public good and without substantially impairing the intent and purpose of the Guidelines, and if an unusual hardship is shown, 2001 Aspen/Pitkin County Housing Guidelines Page 31 of 62 P154 PART VI~ INFORMA T/ON FOR DEVELOPMENT OF AFFORDABLE HOUSING Private sector development is critical in order to meet our affordable housing goals. The Housing Office Operations Manager will track affordable housing zone ~rojects through the Planning and Building Permit process in order to aid in communication between the developer and government. This tracking system will ensure that all affordable housing developments are treated as expeditiously as the City and County policies intend. Part VII of the Guidelines contains information to be used by developers of affordable housing units in the City 'of Aspen and Pitkin County. This section applies to development applications for free-market development, residential subdivisions, under the Multifamily Housing Replacement Program, Chapter 26.530, of the City of Aspen Land Use Code, and in calculating the dedication fee (payment-in-lieu fee) for exempt single-family home and exempt duplex units, and for calculating mitigation requirements as stipulated under the growth management quota system. Units developed by a private developer under the Affordable Housing Zone District will have the option to choose a qualified employee(s) for one-third of the deed-restricted units being developed. The one-third chosen by the developer must meet the rnin mum occupancy requirements. All other units wil be placed in the general housing lottery. SECTION 1 PRIORITIES FOR AFFORDABLE-HOUSING UNITS The Housing Board establishes the following equal priority unit types based on current needs+ The oriYate sector oriorities for develooment shoutd be as follows; i. For-sale woe units whereby the averaoe sales orice is no hiaher than CatQqory ~ ii. Fa~il~-oKiente~ sales u~its (~teooKies ~ and ~) i, Ent~-Ievel Kent~l units ~o~sTstino of 1-~e~Koo~ ~teoodes 1 ~n~ ~ ii, FoK-sale units consisUno of ~ateooKies ~ an~ ~ 1-bedKoo~ 2001 Aspen/Pi~in Coun~ Housing Guidelines Page 32 of 62 P155 iii. Fami!v-oriented sales units consistin.~ of Cateoories 3 and 4 The Housing Board has established the following options, i~ order of preference depending on the site ocation, available to obtain credit for providing deed-restricted affordable housing units under the City's or County's Growth Management Quota System (mitigation units): On-SKe Housing - Affordable housing units located either on the same site as or attached to the proposed develc ~)ment. 2 Off-Site Housing - Affordable housing units located within the City of Aspen or the Aspen Metro A~ea, as defined by the Aspen Area Community Plan and approved by the APCHA. 3 Cash-i~-Lieu or Land-in-Lieu - Payment of an affordable housing dedication fee or a donation of land. The preference of cash or [and shall be determined on a case-by-case basis. SECTION 2 AFFORDABLE HOUSING UNITS REQUIRED FOR MITIGATION The following prowslons shall apply to ail affordable housing units required as mitigation for residential or commercial develcpment. All such affordable housing units must meet the size, type, income and occupancy requirements as contained in these Guidelines. Applicants are encouraged to schedule a pre-application conference with the Aspen/Pitkin County Housing Authority staff to obtain guidance regarding the application of these Guidelines to specific development ;rojects. The following applies to, and credit shall be given for, only Category 1,2, 3, 4 and Resident Occupied housing as defined in these Guidelines, as amended from time to time. ]. Mitiqation Credit: Credit under the Growth Management Quota system may be obtained by any of the following methods or combination thereof: a. Production of new dwelling units deed restricted in perpetuity to rental and sale price terms as defined in these guidelines. b. Conversion of existing dwelling units to deed restricted status by recording a deed restriction in perpetuity upon those units restricting them to the rental and sale price terms, c~ualification and occupancy requirements of these guidelines ,(such units may not already be deed restricted by APCHA guidelines). 2001 Aspen/Pitkin County Housing Guidelines Page 33~ of 62 P156 c. Payment or Land-in-Lieu may be accepted on a case-by-case basis. Payment shal be made to the City of Aspen for projects in the City, or Pitkin County, for projects in the County. Such payment shall be made prior to and on a proportional basis to the issuance of any building permits for the non-deed restricted dwelling units of the proposed development. Applicants may choose to prepay the affordable housing dedication fee prior to issuance of any building permits for the pro_iect and receive a discount on the fee, based on the present value index included within these Guidelines. Approval of the present value discount shall be at the option of the APCHA and the City Council or Board of County Commissioners, depending on the location of the project. d. Should a proposed development cause the displacement of housing units that are currently deed restricted to employee housing guidelines, then the applicant shall only receive credit for housing for the next number of employees to be housed by the proposed development, reflecting the number to be housed in the new units minus those housed in the existing units, rather than for housing the gross number of employees housed in the new units. e. The deed restrictions created to obtain credit for affordable housing may be amended by agreement between the property owner and the City Council upon the recommendation of the Growth Management Commission. 2. Unit Location: Affordable housing units must meet the "Acce prance of Affordable Housing Units" policies set forth in the Housing Board Policy Statements. 3. Unit Size: Affordable housing units must meet the minimum size requirements set forth in Part VII, Section 8. Reductions in the minimum square footage shall be allowed based on the criteria specified. 4. Unit Price: Rental or sales prices shall be no greater than 'allowable under these Guidelines (Tables III and IV) Should a unit be proposed that is larger than the m~nimum sizes set forth in these Guidelines, the rental or sales price shall be no greater than the prices specified. 5. Buy-Down of Existinq Units: If the affordable units are proposed to be .provided off-site through the deed restriction of existing units, the applicant shall be required to document the feasibility of this off-site location by demonstrating that they have an interest in the property or dwelling units and by specifying the size and type of units to be provided and any physical upgrade to be accomplis bed. 2001 Asoen/Pitkin County Housing Guidelines Page 34 of 62 P157 Mitiqation Requirements for Lodqe Developments: Lodge developments shall not be restricted to housing employees of their own business, but shall also be required to house qualified employees of the community at large. It should be anticipated that the housing units proposed will be required to be restricted to Category 2 price and occupancy guidelines unless the housing unit is restricted to use by an owner or manager. The category requirement is subject to review of the Aspen/Piti(in County Housing Authority based on current community housing needs and wage rates. SECTION 3 REQUIREMENTS FOR AFFORDABLE HOUSING UNITS IN RESIDENTIAL SUBDIVISIONS A. At east 60% of the bedrooms in any residential subdivision approved under the City of Aspen's growth management regulations shall be in units restricted as affordable housing. The average rent or sale price (~f the affordable housing units shall not exceed the Category 2 maximum amounts set forth in these Guidelines, and as they are amended from time to time. B. All udits provided under this Section must meet one or more of the priorities stated above in Section 1. C. These requirements are not subject to any type of variance by Spec.iai Review. D. No Resident Occupied (Re) units are permitted in the affordable housing component. SECTION 4 REQUIREMENTS FOR AFFORDABLE HOUSING UNITS UNDER THE MULTI-FAMILY HOUSING REPLACEMENT PROGFLAM A. The average price of affordable housing units required under Chapter 26.530 'of the City of Aspen Land Use Code, Mu/tifamily Housing Replacement Program, shall not exceed Category 2 maximum rental or sales prices as set forth in these Guidelines, and as they are amended from time to time. B. All units ~)rovided under 'this Section must meet one or more of the priorities stated above in Section 1. C. These requirements are not subject to any type of variance by Special Review. D. No Resident Occupied (Re) units are permitted in the affordable housing corn portent. 2001 Aseen/Pitkin. County Housing Guidelines Page 35 of 62 P158 SECTION 5 REQUIREMENTS FOR THE AFFORDABLE HOUSING ZONE DISTRICT The following requirements apply to affordable housing units in any Affordable Housing Zone District project th ~t includes free market units. A. For affor(]able housing developments, the developer shall provide at least a 70% affordable housing/30% free market component. Ir the affordable housing m~x, at least 40% of the units must be category units with an average price not to exceed the maximum price of Category 3 A mix of categories is preferred. Thirty-percent (30%) of the affordable housing units may be classified as Resident Occupied. However, only 30% of a project's bedrooms may be located within free market units. Category housing and Resident Occupied units must comprise 70% of the bedroom mix. Projects may be comprised of alt category deed restricted or resident occupied units In the event that no free market development is proposed as part of the project, the limitation on Resident Occupied units and bedroom mix shall not apply. In order to be eligible for a reduction in the requirement to the level of 60% Affordable Housing and 40% Free Market Housing, the project sba] be required to demonstrate to the satisfaction of the City Council that all of the following criteria have been met: · The quality of the proposed development substantially exceeds that established in the minimum threshold for the scoring established in the GMQS Scoring section of the City of Aspen Municipal Code; · The proposal maximizes affordability, consistent with housing needs established as priority through these Guidelines; · The proposal integrates a mixture of economic levels and housing for a variety of lifestyles (e.g., singles, seniors and families); · The proposal minimizes impacts on infrastructure by incorporating innovative, energy-sawng site design, structural design characteristics or other techniques that minimize the use of water, heating and sewage disposal; · The proposal incorporates or integrates with an existing local based economy (i.e., sustainable local businesses); · The proposal accomplishes a level of design ano site plan ingenuity that advances the community goals expressed in the Aspen Area Community Plan; · The proposed project represents an exceptional commitment to advancing the vis~ons goals and' specific actions items of the Aspen Area Community Plan, particularly those addressed in the scoring criteria under the Growth Management Quota System as stated in the City of Aspen Municipal Code; and · No R.O units are inctuded in the project; only category units are included in the project. B. In any mixed project that contains an affordable housing and a free market component, as a condition of condominiumization or subdivision rights, voting rights and fees will need to be determined and agreed to by the APCHA. The 2001 Assen/Pitkin County Housing Guidelines Page 36 of 62 P159 Declaration of Covenants must require one vote per unit, and handling of the homeowners' assoaation dues and the types of improvements the affordable housing component will be responsible to pay. Homeowners' dues can be based on a sliding scale based on the square footage of the unit, the number of bedrooms, the cost of the home or one fee across the board. This will be decided upo~ at the time of final approval for the development and incorporated into the Declaration of Covenants _A_p_r_o.j~e(;~;.s._th~tj.n.v_o_Lv_e_.a~n_._~_fg_rd~.~._ho_u_sj_n.c] co m Do n e_n_t;_s_h, all. approval. C. Ail units provided under this Section must meet one or more of the priorities stated above in Section 1, SECTION 6 DEDICATION FEE FOR EXEMPT SINGLE-FAMILY HOME AND DUPLEX UNITS See Part VII, Section 12, Affordable Housing Dedication Fee (Payment-in=Lieu Fee) under these Guidelines. SECTION 7 RESIDENT OCCUPIED UNITS This category was created to offer the private sector an incentive to produce affordable housing for the community. RO units shall be occupied by persons and families who qualify as stated be[ow. P,O units shall also be subject to their own deed restrictions recorded prior to the establishment of the RO Guidelines and are subject to their individual deed restrictions. This includes, but is not limited to, Smuggler Mobile Home Park, Aspen Village, and the AABC Rowhouses. Wi liams Ranch contains I0 "Category 5" units, which limits gross income to $165.t 00~ and net assets to $400,000=. J RO units shall meet the followinq criteria: A. Gross income and net assets shall not exceed an amount that permits a household to qualify for a $$621_.100~O,oog-purchase under the following assumptions: 1. if all net assets to be counted as a down payment 2. if 28% of gross income's available to finance the remainder of the purchase price at an 8% interest rate amortized over 30 years. Initial Sales Price shall not exceed $465.800d59,999 for a three- or four- j bedroom unit. The $465.800~,5C,999 shall include the cost of the Jot and the construction of the unit. The developer has the option to request a Special 2001 Aspen/Pitkin County Haueing Guidelines Page 37 of 62 P160 Review to increase this maximum by providing documentation that a higher price is needed to do the project or the project provides an exceptional community benefit. An initial CO must be obtained within three years of the sale of the lot. C. Maximum Resale Price/Appreciation The maximum resale price shall be calculated as follows: · The initial sale price of the RO lot or unit, plus 3% or CPI, whichever is less, appreciation on that amount, subject to the requirements below; PLUS · The actual cost to construct a unit or lot, plus 3% or CPI, whichever is less, appreciation on that amount from the time of Certificate of Occupancy (CO), subject to the requirements below; PLUS · Any additional cost to expand the unit to the maximum 2,200 square feet, plus 3% or CPI, whichever is less, appreciation on ti~at amount, from the time of CO for that addition, subject to the requirements section stated below; PLUS · The actual cost of permitted capital improvements stated n an exhibit attached to the deed restriction, not to exceed 10% of the initial sales price of the completed unit, or the expanded unit. For any existing mobile home park converted to the RO category, where the unit owners are qualified Pitki, County residents as defined .by the Guidelines, there will be no appreciation cap on the trailer and/or lot and the Housing Office shall have the right of first refusal on any resale, D. Unit Size: A maximum of 2,200 gross square feet. In addition, a maximum 500 square foot garage and a maximum 800 square foot basement are permitted. If a larger garage or basement is constructed then all sc~uare footage over 500 or 800 square feet, respectively, will be considered as a part of the 2,200 square feet of space allowed. E. ' Employment Requirement: Applicants must demonstrate that they are qualified employees and that they have four years of consecutive full-time employment, as defined by the Guidelines, in Pitkin County immediately prior to application. Individuals who are retired are required to demonstrate that they were qualifed employees based upon the definition in these Guidelines for five consecutive years immediately prior to retirement. F. Primary Residence: A RO unit must be the owner's primary residence. Proof of residency, including, but not limited to, voter registration, automobile registration, shall be required. 2001 Aspen/Pitkin County Housing Guidelines Page 38 of 62 P161 G. Income/Earninqs: Applicants must demonstrate that their income/earnings are earned primarily in Pitkin County (75%). Applicants must demonstrate that they pay Colorado ncome Tax as a Colorado resident. H. The owner cannot own any other deve]cped property i~ those portions of Eagle, Garfield, Gunnison, or Pitkin Counties which are part of the Roaring Fork River drainage, or must list for sale, at competitive prices, the residential real estate or mobile home prior to or simultaneously with closing on the RO unit. I. Sales and ~4arketinq: The APCHA shall market all ~,O units the same as the category units, unless specifically specified in the ~espective deed restriction. See Part V, Section 6. SECTION 8 NET MINIMUM 'LIVABLE SQUARE FOOTAGE FOR NEWLY DEED RESTRICTED AFFORDABLE HOUSING UNITS Table II sets forth the allowable Minimum Net Livable Square Feet (see Definitions) for each unit type and category. Developers may choose to construct larger units; however, allowable rent and sale prices for such larger units may not exceed the maximum set forth in Tables III and IV. PLEASE NOTE: Subject to approval by the Housing Office, the minimum net #vab/e square foot requirements may be reduced. It must be demonstrated, that the development satisfies, or is required to adjust to other physical factors or considerations including, but not limited to, design for fivabi/ity, common storage, other amenities, location or site designs. TABLE II MINIMUM NET I:IVABLE SQUARE FEET FOR EACH UNIT TYPE AND INCOME CATEGORY Cateqories I & 2 Cateqodes 3 & 4 Unit Type Square Feet Square Feet Studio 400 500 I Bedroom 600 700 2 Bedroom 850 950 3 Bed room ] ,000 1,200 Single-Family Detached 1,100 1,400 Net Livable Square Footage (see Definitions) calculations are required for the affordable housing component of a project. The Community Development Department_ prior to issuance of any building permits for either the free market or affordable housing component of the project must verify square footage. The Community Development 2001 Aspen/Pitkin County Housing Guidelines Page 39 of 62 P162 Department shall retain a set of approved building permit drawings for the project. The Community Development Department or Housing Office may check the actual construction of the affordable housing units for compliance with the approved building permit plans. The conditions under which reductions may be made are stated below. However, no reduction greater than 20% of the category minimum will be allowed. · Significant storage - additional storage outside the unit; · Above average natural light- more windows than the Code requires; · Efficient and flexible layout - limit to space used for halls and staircases; · Site amenities - pool, near to park or open space, etc.; · Location within the project- above ground versus ground level or below ground; · If the applicant can achieve higher density of deed restricted units with this variance. Square footage adjustments will be sub. ect to APCHA approval. A written analysis and recommendation will be completed during the Development Review Committee referral. Staff comments will be used i~ developing the project's approval ordinance. Applicants will be allowed to appeal decisions to the Housing Board, followed by City Council or the BOCC, SECTION 9 MAXIIVlUM SALES PRICES FOR NEWLY DEED RESTRICTED AFFORDABLE LOTS AND .HOUSING UNITS Table Ill sets forth the maximum sales price for newly deed restricted affordable housing units and affordable lots to the initial purchaser. The maximum resale price of a unit shall be controlled by the Deed Restriction covering the unit executed by the initiat purchaser upon closing of the initial purchase. TABLE III - MAXIMUM UNrY SALES PRICES Unit Type Cateq0ry 1 Category 2 Cateqory 3 Cateqory 4 Studio $31.40030,300 $71,200~£,£0g $118,000!~.A,,Ogg $199.900!93,!00 1 Bedroom $39_.3003£,099 $84.600..~;,70g $]35,80_0_] 25,999 $.2.22:000293,999 2 Bedroom SAZ~3_0_Q~,5,TOO SL0_4_,ZQ~Qg-3~ $_L6D.~5_0_Q] 37,700 $_Z_4.f~_8_Q~2~, :,,,ZOO 3 Bedroom $5_4_2k0.~252,909 $32_8_~6_0_Q~,gd,399 $i_85.~2_0_0_149,0095~73_,i0Q223,500 SF Detached$67.0005~,,TO9 $15~] 29,700 $209.900~, E~,,~,905296.200235,300 SF Lot ($73~40_070,990)($.2~2:40_02 ] ,G00) $ I $30:500-2-~ 2001 Aspen/PiPkin County Housing Guidelines Page 40 of 62 P163 NOTES: 1. SingleLfamily lots shall be developed with homes of three bedrooms or larger and shall be prioritized for lottery as set forth in Part II, Section 5 herein. 2. Category 2 single-family lots will require a $21,200 subsidy payment by the developer in addition to the conveyance of the lot. Category 1 single-family lots will require a $69,700 subsidy payment by the developer in addition to the conveyance of the lot. Lot prices include the cost of access and utilities for the lot as set forth in Part III, Section 6 herein. 3. Sale units will be offered for sale through the Housing Office to all qualified persons under the procedures established by the Guidelines. 4. Persons employed by an owner/operator shall be given first priority to purchase affordable housing units associated with a lodge, agricultural operation, or commercial development, when ownership has been retained by the owner/ operator of the development.. Employees must meet the Housing Office's Guidelines for occupancy, income and assets criteria in order to qualify to occupy the unit(s). In the event there are no persons directly employed by the owner who qualify, the unit shall then be offered to other qualified persons according to the Guidelines. (Affordable Housing [AH] Zone development ~s exempt from this section.) All resales will go into the general lottery and be sold by the APCHA ;er the deed restriction. 5. Newly deed restricted affordable housing sales units mu'st be in marketable condition. Properties must comply with the Uniform Building Code and all rules regulations, and codes of all governmental utilities and agencies having jurisdiction. Prior to sale, the unit must be inspected and approved by a certified building inspector, architect or engineer approved by the APCHA. Cost of such inspections shall be the responsibility of the applicant. The APCHA must approve the results of the inspection. SECTION ] O MAXIMUM MONTHLY RENTAL RATES FOR NEWLY DEED RESTRICTED AFFORDABLE HOUSING UNITS Table IV sets forth the maximum monthly rental rates for newly deed restricted affordable housing units. The rental rates apply and shall be in effect for a twelve (12) month period from the commencement date of the initial lease. Thereafter, the maximum monthly rental rate may be increased only to the extent that the Guidelines then in effect permit. 2001 Aspen/Pilkin County Housing Guidelines Page 41 of 62 P164 TABLE IV MAXIMUM MONTHLY RENT Unit Type Cateqory 1 Cateqory 2 Cateqory 3 Category 4 RQ_ Studio $3778,64 $668545 $ 998964 $1,5701,517~ 1 Bedroom 463447 785758 l_~114,,v,v 1.699!,5qI~ 2 Bedroom .55~.Q53 ] ............. ].,_8__~. ,. 3 Bedroom SFDetached 726701 ],137!,095 1,4651,415 1.9921,g~4- 1.99:2 NOTES: I. Units constructed prior to the effective date of these Guidelines shall charge rents that do not exceed those set forth in Part VIII, Table VII. 2. Rental rates shall apply whether the units are provided furnished or unfurnished. 3. Rental rates in Table IV include, and may not be increased to pay for, the cost of utilities in common areas, condominium dues, management costs and taxes. In the event that utilities are commonly metered, a charge to the tenant may be made in addition to the maximum rents in Table IV for the tenant's share of such utilities attributable to the tenant's net living area. Tenants shall be responsible for individually metered utilities. 4. Prior to occupancy of a deed restricted rental unit, the Housing Office must qualify the tenant. All verification required under these Guidelines must be provided. The tenant must provide the owner/landlord with proof of verification and qualification by the Housing Office prior to occupancy. The owner shall be required to provide a copy of the lease agreement to the Housing Office for approval. The Housing Office will approve or deny the agreement within five working days. Leases shall meet occupancy standards and allowable rental ra[es, and shall be for a minimum term of six consecutive months. Tenant shall provide an executed copy of the lease to the Housing Office prior to occupancy. 5. Persons employed by an owner/operator shal be given first priority to rent affordable housing units associated with a lodge, agricultural operation, or commercial development, when ownersh p has been retained by the owner/operator of the development. Employees must meet the Housing Office's Guidelines for occupancy, income and assets criteria in order to qualify to occupy the unit(s). In the event there are no persons directly employed by the owner who qualify, the unit shall then be offered to other qualified persons according to the Guidelines. (Affordable Housing [AH] Zone development is exempt from this section .) 2001 ,~pen/Pitkin County Housing Guidelines Page 42 of 62 P165 6. All newly deed restricted affordable housing rental units must comply with the Uniform Building Code and with all rules, regulations and codes of al governmental bodies and agencies having jurisdiction. The owner of affordable housing rental units, at its cost and expense, must keep and maintain the interior and exterior of the total structure (including al residential units therein) and the adjacent open areas in a safe and clean condition and n a state, of good order and repair, reasonable wear and tear and negligent or intentional damage by tenants excepted. SECTION 11 REQUIREMENTS FOR DORMITORY/LODGE (Seasonal Units) Pursuant to the applicable City or County Land Use Codes an applicant for a development may, under certain conditions and subject to certain requirements, satisfy the affordable-housing requirements by provision of dormitory/lodge units designed for occupancy by seasonal employees. Acceptance of such dormitory/lodge units shall be at the sole discretion of the respective governing body at the recommendation of the Housing Office. The dormitory/lodge units must satisfy all requirements of the applicable Guidelines and shall be required to meet the following minimum standards: A. Occupancy of a dormitory unit shall be limited to no more than eight persons. B. There shalt be 150 or greater ne~ livable square feet of living area per person, including sleeping and bathroom. For purposes of this rea~irement, Net Livable square footage shall not include interior or exterior hallways, parking, patios, decks, cooking, lounge used in common, laund~ rooms,' mechanical areas, and storage. Rents for dormitory/lodge units and units developed for seasonal occupancy only pursuant tQ a plan approved by the Housing Office shall be calculated on the net livable square footage as described above and computed at the rates set forth on a case-by-case basis. C. Notes 3, 4, 5 and 6 under Table IV, Part Vii, Section 10, apply to Dormitory/Lodge units. D. 'At least one bathroom shall be provided for shared use by no more than four persons, containing au least one water closet, one lavatory, one bathtub with a shower, and a total area of at least 60 net livable square feet. E. A I<itchen facility or access to a common kitchen or common eating facility shall be provided subject to the Housing Office's approval and determination that the facilities are adequate in size to service the number of persons using the facility. F. Use of 20 net leasable square feet per person of enclosed storage area located within, or adjacent to, the unit. 2001 Aspen/Pitkin County Housing Guidelines Page 43 of 62 P166 G. A manager's or assistant manager's rent shatl be calculated based on the income category of the resc~ective manager. H. Rents for dormitory units will be set by Special Review on a case-by-base basis, g ven the unique and varying characteristics of dormitory units, with affordability as the key issue. SECTION 1 2 AFFORDABLE HOUSING DEDICATION FEE (Payment- n-L eu Fee) Payment-In-Lieu Schedule A. Pursuant to the applicable City or County Land Use Codes an applicant for a development may, under certain conditions and subject to certain requirements, satisfy the affordable housing requirement by payment of an affordable housing dedication fee (payment-in-lieu fee). The number of employees (affordable housing residents) required to be housed is determined by the Employee Generation schedules contained in the applicable City and County Codes, or included herein. The time of payment of the fee is prior to the issuance of a building permit. Acceptance of the payment-in-lieu fee shall be at the sole discretion of the respective governing body at the recommendation of the Housing Office. B. All County fees shall be paid to the Pitkin County Finarice Director and- all City fees shall be paid to the City Finance Director. A receipt shall be issued by the Finance Directors to the applicant for submission to the Community Development Director as verification of payment, with a copy of the receipt supplied by the developer to the APCHA prior to issuance of a building permit. C pyt ..... * ;.~ I ;~,, ~' ..... I~, -I-~,~ ~.~.~,.1~ ~..~ ...... .~ ;,~ I~.,, .I~II .... ~.. ru ....... for each; .... +';-~'~ ~'~'"' · 2001 Aspen/Pitkin County Housing Guidelines Page 44 of 62 P167 f~e~edict c*,~ ~ Sn'¢der .Ju:n .... e, Commons Year 1 ~-Sold 1995 1995 2090 Number ~'~;** 27 c ........ 6 15 Nu .................. l 7 27 L;nd Cost $575,999 SI ,109,OOO i .... ~ ~],5] 9,37] ~4,397,27S Tot ...... $5,] ~ o ......... ~ ~ ~n $2,472,500 Subsidy ~ ~ ~ ~ ~ ~ Sub~l~ ............ 1~5 ~0~ cnn The number of employees generated wil be dictated by the applicable Ci~ and County codes or herein. The Ci~ and County Codes will prevail in any conflict be~een the Guidelines and the Codes._~he E~lo_vee Generate9 Corn ....... al Co~c ~ ;nd 3.50~o = ~= .... Commercial (C 1) ~. (n~), ~'~ on Office (O) 3.00 ~ .... .... .,o~, ,,~ sq. ft. C, payment-In-Lieu Fee.' C~tcaot'v 1 $225. 493 ~ateqo~ ~ ~188.664 ..,., Cateoo~ 4 $111,124 2001 AspentPitkin County Housing Guidelines Page 45 of 62 P168 The Fee reauir~d For ~he constroction oF an exempt sinqle-£am#v home or _d~ole~ uni? shall be calculated os Averaae oF the Cateaorv 2 aod Cateaorv $ navment-in-//eu Eee a'tated /n the Table above_ d/vided by 3. 000 stluare Eeet 9( the /ncrease /n FAg oE the new struc~are w/// eaua/ the gaYment-in-/ieu t~avment £or ren/acement stroctures. The £ormu/a assumes that Ear everv 3.000 sauace £eet oE new sino/e-Eam//v or' dun/ex E/oar area, the oub/ic w/// be reau/red to orov£de hou$ino Eot* one moderate/ncom~ emn/ovee. CurrenHv. that amount /s ~278.0J3 + J88.664 .--' ~ 3.000 = $6J.22 nee snua~ Eoot oE new #CUcture. DE. Deferral of the Affordable Housinq Impact Fee: If the owner of a single-family or duplex unit for which an affordable housing impact fee is due is a qualified working resident, as that term is defined in the Guidelines, the obligation to pay the mpact fee may be deferred, at the owner's request, until such time as the dwelling unit is sold to a buyer who is not a qualified working resident. Furthermore, the amount of the impact fee which was deferred shall be recalc~Jlated at the time of sale based on the Guidelines i~ effect at the time of sale. The obligation for the fee and the procedures for calculating the fee shall be set forth in a written document, signed by the owner or owners of the subject dwelling unit, approved by an APCHA representative and the Community Development Department Director, and recorded in the records of the Pitkin County Clerk and Recorder prior to the issuance of a Ce~[ficate of Occupancy. For the purposes of calculating payment-in-lieu fee, the following occupancy standards shall apply: TABLE V OCCUPANCY STANDARDS BY UNIT TYPE UNIT TYPE OCCUPANCY Dormitory/Lodge 1.00 employee/150 sq. ft. Studio 1.25 employees One Bedroom 1.75 employees Two Bedrooms 2.25 employees Three Bedrooms 3.00 employees For each bedroom in excess of three, the occupancy standard increases by employees. unit sh~l! bc '~"~ ~ ~' ...... 2001 Asoen/Pitkin County Housing Guidelines Page 46 of 62 P169 ...... ~ ~,";~ .... ~.,,..; ...... , ....... ~ nnn: 3,OOO SECTION 1 3 CONVEYANCE OF VACANT LOTS Pursuant to the applicable City or County Land Use Codes an applicant for a development, under certain conditions and subject to certain requirements may satisfy the affordable housing requirement by the conveyance of vacant lots. Acceptance of the lots shall be at the sole discretion of the respective governing body upon recommendation of the Housing Office. A. Al lots must be fully developed and ready for construction, he., improved lots with Water or well, sewer or septic, roads, and telephone, electricity and gas (if available) in place to the property ine. A soils report, prepared by a qualified engineer and based upon test holes within the building envelope of each lot, stipulating that. the lot is suitable for construction of the intended dwelling type without requiring unusual excavation, foundation work or accommodation of other unusual conditions shal accompany the conveyance. B. All lots shall be conveyed to the Housing Office concurrent with recordation of final plat for the project. C. At the time of conveyance, the developer shall establish an escrow account in an amount sufficient to cover 125% of the estimated costs required to complete the improvement of the lots in accordance with Item A above. Improvements as noted in Item A above, shall be completed within one year from the date of conveyance of the property to the Housing Office. D. The Subdivision Improvements Agreement and the Protective Covenants shall incorporate the conditions stated in A, .B and C, directly above this paragraph. 2001 Aspen/Pitkin County Housing Guidelines Page 47 of 62 P170 SECTION 1 4 DEED RESTRICTING EXISTING DWELLING UNITS A. Pursuant to the applicable City or County Land Use Codes, an applicant for a developmenT, under certain conditions and subject to certain requirements, may satisfy the affordable housing requirement by deed restricting existing unrestricted housing to comply with the Guidelines. Acceptance of existing units shall be st the sole discretion of the respective governing body upon recommendation of the APCHA. B. If acce ~ted by the City or County, existing units must be upgraded in accordance with the following criteria, (unless a variance from these requirements is approved by the appli'cable govermng body upon the recommendation of the APCHA): 1. The interior wails of all units must be freshly painted. 2. The interior Appliances must be purchased within the last five years and be in good and working condition. 3. Carpet must be less than five year old and be in good condition and re pair, or be replaced. 4. The exterior wails shall be freshly painted withi, one year of dedication. 5. A general level of upgrade to yards and landscaping shal be provided. 6. Windows, heating, plumbing, electrical systems, fixtures and equipment shal be n good and working order. 7. The roof must have a remaining useful life of at least ten (10) years. 8. All units shall meet Uniform Building Code minimum standards any applicable housing code or, in the absence of an adequate code, the housing code acceptable to the APCHA. 9. All units shall be approved by the APCHA and verified by a qualified Building .Inspector accepted and approved by the APCHA. 10. Applicant shall bear the costs and expenses of any required upgrades to meet the above standards as well as any structural/engineering reports required by the APCHA to assess the suitability for occupancy and compliance with the APCHA standards of the proposed units. 2001 Aspen/Pitkin County Heusing Guidelines Page 48 ef 62 P171 SECTION 1 S EXECUTION OF DEED RESTRICTIONS BY APPLICANTS Deed Restrictions must be submitted by the applicant to the APCHA according to the following time schedule: A. Conditional Use Applications - Prior to issuance of any building permit for a project, the APCHA shall have an approved, executed and recorded Deed Restriction for the required commitment by the applicant. B. Growth Manaqement Plan Applications - Prior to issuance of any building permit for a project, the APCHA shall have an approved, executed and recorded Deed Restriction for the required commitment by the applicant. A copy of the recorded Land Use Code and Resolution and Deed Restriction shall be sent to the APCHA. Prior to issuance of any Certificate of Occupancy, the Deed Restriction shall be amended, if necessary. The amendment shall reflect changes approved by the APCHA and governing bodies that may have occurred during construction or conversion of the unit(s), (i.e., net livable square footage). The amendment will then be executed and recorded, with the original returned to the APCHA. C. Others - Prior to issuance of any building permit for a project, the APCHA shall have an approved, executed and recorded Deed Restriction for the required commitment by the applicant. A copy of the recorded Land Use Code Resolution and Deed Restriction shall be sent to the APCHA. Prior to issuance of any Certificate of Occupancy, the Deed Restriction shall be amended, if necessary. The amendment shall reflect changes approved by the Housing Office that may have occurred during construction or conversion of the unit(s) (i.e,, net livable square footage). The amendment will then be executed and recorded, with the original returned to the APCHA for their files. SECTION 1 6 MAXIMUM VACANCY Deed restricted rental units are required to be occupied. They may be vacant between tenancies for a maximum period of forty-five (45) days, un]ess authorized by the APCHA. if the owner exceeds the forty-five day limit without APCHA approval, then the APCHA will place a qualified employee from existing wait lists with a minimum s~x (6) month lease. 2001 Aseen/Pitkin County Housing Guidelines Page 49 of 62 P172 PART VIII MAX/MUM ANNUAL RENT INCREASE FOR EX/ST/NC DEED RESTRICTED RENTAL UN/TS The maximum monthly rent for an existing affordable housing unit is .calculated using the maximum monthly rent permitted under the Guidelines in effect at the time the unit was first occupied. The renu is ncreased each year by the maximum percentage permitted by the Guidelines. Maximum rent increases allowed for existing units are as follows: TABLE VII PERMI'I-I'ED INCREASE IN MAXIMUM RENT FOR EXISTING AFFORDABLE HOUSING UNITS Year Increase Year Increase Year ncrease ] 978-] 982 0.0% 1990 3.0% 1996 .99% ]983 6.6% 1991 0.0% 1997 ].31% ] 984 5.0% 1992 2.0% ] 998 .73% ] 985 3.3% 1993 1.2% 1999 .54% 1986-1988 0.0% ! 994 ] .0% 2000 ! .08% 1989 4.7% 1995 1.1 % 2001 1,40% The proposed 1.498% increase ~s based on the percentage change in the Consumer Price Index (Urban Wage Earners), November 199_9.~, - November 2000~,999. The index increased at the rate of 3,52.7% during th~s period. Operating costs for rental housing, which are subject to the CPI increase, are assumed to be 40% of rental income. The proposed rental increase of 1._~1L~% is 40% of the CPI increase, which is sufficient to cover any increase in operating costs. Please contact the APCHA for the actual maximum rental rates available and the APCHA will assist any applicant in determining their maximum permitted rent. 2004 Aspen/Pitkin County Housing Guidelines Page 50 of 62 P173 PART IX. GRIEVANCE PROCEDURES A grievance is any dispute that a tenant or purchaser (see Definitions) may have with the Housing Office with respect to action or failure to act ~n accordance with the individual tenant's or purchaser's rights, duties, welfare or status. A grievance may be presented to the Housing Office Board of Directors under the following procedures. · FILING A GRIEVANCE II. CONDUCT OF THE HEARING A. Any grievance must be A. If the complainant fails to presented in writing to the Housing appear at the scheduled hearing, the Office. It may be simply stated, but shall Board may make a determination to specify: 1) the particular ground(s) upon postpone the hearing or_ make a which it is based; 2) the action determination based upon. the written requested; and 3) the name, address, documentation and the evidence telephone number of the complainant submitted. and similar inf(~rmation about his/her representativ, e, if any. B. The hearing shall be conducted by the Board as follows: Oral or B. Upon presentation of a written documentary evidence may be received grievance, a hearing before the Housing without strict compliance with the rules Office Board of Directors shall be of evidence applicable to judicial scheduled for the next scheduled Board proceedings. meeting. The matter may be continued at the discretion of the 8oard. The -C. The rigl~t to cross-examine complainant shall be afforded a fair shall b.e at the discretion of the Board hearing providing the basic safeguard of and may be regulated by the Board as it due process, including notice and an deems necessary f or a fair hearing. opportunity to be heard in a timely, reasonable manner. D. Based on the records of proceedings, the Board will provide a C. The complainant and the written decision and include therein the Housing Office shall have the reasons for its determination. The opportunity to examine and, before the decision of the Board shall be binding on hearing at the expense of the the Housing Office which shall take all complainant, to copy all documents, actions necessary to carry out the records and regulations Of the Housing decision. Office that are relevant to the hearing. Any document not made available after written request may not be relied upon at the hearing. D. The complainant has the right to be represented by counsel. 2001 Aspen/Pit,in County Housing Guidelines Page 51 of 62 P174 PAR T X DEFINITION5 Accessory Dwellinq Unit - The unit must Capital improvements Unless be a totally private unit, with a private otherwise defined in the Deed entrance, a full bath and a kitchen as Restriction covering the affordable defined in these Guidelines. Also see housing unit, any fixture erected as a Aspen Land Use Code, Chapter 26.520. permanent improvement to real property excluding repair, replacement, and Affordable Housinq Dwelling units maintenance costs. restricted to the housing size and type for individuals meeting asset, income Caretaker Dwell/hq Units The unit and minimum occupancy guidelines must be a totally private unit, with a approved by the Aspen City Council, private entrance, a full bath and a Board of County Commissioners and/or kitchen as defined in these Guidelines. the Housing Office, whichever shall Also see the County Land Use Code, apply. Section 3-150-I 30. Affordable Housinq Zone District - See Cateqory - Income limits, sales prices As pen Land Use Code, Chapter 26.710. or maximum rental rates as determined ; by the APCHA according to household Aspen/Pitkin County Housinq Authority income and net assets. - APCHA and/or Housing Office. Consumer Price Index (CPO The Assets Anything owned by an Consumer Price index that ~s used for individual which has commercial or purposes of the Guidelines and for exchange value. Assets consist of purposes of the Deed Restriction is the specific property or claims against Consumer Price Index U.S. City others, in contrast to obligations due Average and Regions, Urban Wage others. See also definition for Gross Earners and C/er/ca/ Workers (CPI-W), Assets and Net Assets. AIl Items. Updated information is received on a monthly basis from the Basement - As defined by the applicable U.S. Department of Labor, Bureau of City or County Land Use Code. Labor Statistics. Bedroom - Designed to be used for Co-signer A joint signatory of a sleeping purposes which may contain promissory note who shall not occupy closets may have access to a bathroom the unit unless qualified by the APCHA. and which meets applicable City or County Uniform Building Code Deed Restriction - A contract entered requirements for light, ventilation, into between the APCHA and the owner sanitation and egress, or purchaser of real property identifying the conditions of occupancy and resale. Buyaown Unit - Free-market which the government (Aspen, Pitkin County, Housing Office) acquired and deed restricted to affordable housing. 200' Aspen/Pitkin County Housing Guidelines Page 52 of 62 P175 Dependent - A minor child (!8 years or Police Officers, Hospital Emergency younger) or other relative of the renter Room Technicians, Social Service or owner of an affordable housing unit, Workers (mental health and abuse case which child or relative is taken and listed workers), Ambulance Drivers, Emergency as a dependent for federal income tax Medical Technicians, Communications purposes by such renter or owner or his Dispatchers through the Sheriff's Office or her present or former spouse (said or Police Department, etc. Emergency dependent must also be related by blood Service Department Head approval is or adoption and residing with the required, whereby the s,~pervisor must individual at least ! 80 out of every 12- demonstrate the need of that agency to month period of time). In the case of house another Emergency Worker in the divorced families with children, to obtain Aspen area by requesting a formal a bedroom, each child shall be used approval with the Public Safety Council once for provinq minimum occuoancv. Housing Subcommittee (see Section 7, Should both oarents enter the same Rental Waitlist). lottery, the too winner only shall be allowed to ourchase the unit: the other Employee/Qualified Resident/Buyer - A oarent shall be able to use the children person who is employed on the basis of to obtain one additional bedroom only. a minimum of 1,500 hours worked per The parent may reouest a Soecial Review calendar year in Pitkin County, which to ourchase a unit that has more than averages 35 hours a week, 10 months a two bedrooms, year; or 32 hours a week, 11 months a year, physically working in Pitkin County Disabled Person - A person who meets and must reside i~ the unit a minimum the definition of "individual with a of nine (9) months out of the year. If disability" contained in 29 U.S.C. Section self-employed, the worker must provide 706(8), and/or as defined in the verification of the work done in Pitkin Americans with Disabilities Act of 1990; County. and/or a person who has a "handicap," as defined in C.F~.S. 24-34-301(4), the Employer - A business whose business Colorado Anti-discrimination Act. address is located within Aspen or Pitkin County, whose business employs Dormitory A structure or portion employees (as defined herein) within thereof under single management that Pitkin County, and whose business taxes provides group sleeping accommo- are paid in Aspen or Pitkin County. If an dations for occupants in one (1) or more employer is not physically based i~ rooms for compensation. Standards for Pitkin County, an employee must be able use, occupancy, and design of such to verify that they work in Pitkin County facilities shall be approved by the a minimum of 1500 hours per calendar APCHA. See Part II] Sec. 4. year. Emergency Worker - An employee or Employee (Non-Profit) - A person who volunteer (on call 24 hours/day, 7 days a works/performs for a non-profit orgam- week for human, life threatening zation. Employees include artists, emergencies) of a community based performers, musicians, organizers, organization that provides on-scene bookkeepers, etc., but excluding assistance giving personal care to construction workers. Non-profit victims, including, but not limited to organizations include any certified non- the following: Fire Department Workers, profit organization providing services to Mountain Rescue, Sheriff's Deputies, and located in Pitkin County. 2001 Aspen/Pitkin County Housing Guidelines Page 53 of 62 P176 Gross Assets Anything which has Employee Dwellinq Unit - This ~s a deed tangible or intangible vah~e, including restricted unit that s required to be property of all kinds, both real and rented out. Also see the Pitkin County personal; includes among other things, Land Use Code, Section 3-150-120. patents and causes of action which belong to any person, as well as any Employee Housinq - See definition for stock in a corporation and any interest Affordable Housing. in the estate of a decedent; also, the entire property of a person, association, Family -For ourooses of transferrina corporation, or estate that is applicable oroDertv only. a family (or immediate or subject to the payment of debts. family) is defined as husband, wife. Gross assets shall include funds or mother, father, brother, sister, son. property held in a living trust or any dauahter, either bioloaicallv'or by ieCLa] similar entity or interest, where the adootion. Any transfer to a family person has management right~ or the member must fall under this definition, ability to apply the assets to the payment of debts. ~ ...... ~ ....... ~ ~,. Family-Oriented Unit - A dwelling unit ~pe .... P~ross assets shal not attached or detache~, 3 bedrooms or include, pension, plans, blind * .... t~, or more, with direct ground floor access.to ~ .... *'*~ or ~* .... *~ in · '~ a use e yar area. ~ .... , .............~ .......... b~/ ~ ...... ~ .... *' *~ the Fannie Mae (FNMA) Federal National ~--cf Mo~gage Association, a quasi- *~* * ....~ ..... ~ ~* .... governmental agency that purchases am dadvadtharafmm. moagage loans in the seconda~ loan market. Gross Income - The total income to include alimony and child suppox Fee Simple Estate The maximum deriged from a business, trust, possible estate that one can possess in employment and from income- real prope~; complete and absolute producing property, before deductions ownership of indefinite duration, freely for expenses, depreciation, taxes, and transferable, and inheritable, similar allowances. Financial Statement A statement Household - All individuals who will be detailing all personal assets, liabilities, occupying the unit regardless of legal and net woah (the difference be~een status. assets and liabilities) as of a specific date. Household Net Assets - Combined net assets of all individuals who will be Fixture - 1) A tangible thing which occupying the unit regardless of legal previously was personal prope~ and status. Which has been attached to or installed on land or a structure thereon in such a Household ncome - Combined gross way as to become a pea of the 'real income of all individuals who will be propeay; 2) Any non-potable lighting occupying the unit regardless of legal device built in or attached securely to status. Adjustments to the gross for the structure; 3)The permanent pa~s of business expenses ca~ be made for a plumbing system and fixtures, persons who are self-em ployed. 2001 Aspen/Pitkln Coun~ Housing Guidelines Page 54 of 62 P177 In-Complex (In House) ~3id - Priority bid Mortqaqor - A borrower in .a mortgage granted to person(s) having lived in their loan transaction. unit in a given complex for a minimum of one year. If a new project is built in Net Assets Gross assets minus phases, the in-complex priority does not liabilities. ~,etirement accounts will be go into effect until all affordable housing reviewed on a case-by-case basis to phasing of the project is completed, determine whether or not they shall be included as a net asset. Joint Tenancy- Ownership of reat estate between two or more parties who have Net Livable Square Footage - Is been named n one conveyance as joint calculated on interior living area and is tenants. Upon the death of one tenant, measured inter,or wall to interior wall, surviving joint tenant(s) have the right of including all interior partitions. Also survivorship, included but not limited to, habitable basements and interior storage areas, Kitchen - For Accessory Dwelling Units closets and laundry area. Exclusions and Caretaker Dwelling Units a include, but are qot limited to, minimum of a two-burner stove with uninhabitable basements, mechanical oven, standard sink, and a minimum 6- areas, exterior storage, stairwells, cubic foot refrigerator plus freezer, garages (either attached or detached), patios, decks and porches. Leasehold Interest A less than fee simple estate that a tenant possesses in On-Site / Off-Site - Location of deed real property, restricted property used for mitigation purposes: either next to or attached to Lottery - A drawing to select a winner the development (on-site) or at a from equal applicants of highest priority, separate location approved by the Housing Office (off-site). Maximum E~id Price - Unless otherwise defined in the Deed Restriction covering Prequalification - A borrower's tentative the unit, the owner's purchase price mortgage approvalfrom a lender. multiplied by the appreciation (as permitted by the Deed Restriction) plus Present Value For the purposes of the present value of capital improvement these Guidelines and any Deed costs including labor, if professionally Restrictions containing such terms the provided, and for which verification of present value shall be the cost or price the expenditure is provided, of any capital improvements as established at the time of such Minimum Occupancy -One person (with improvement and shall be neither a leasehold/ownership interest) per appreciated nor depreciated from such bedroom. A minor child or dependent time. shall be granted equal status as a person with leasehold/ownership interest. In a two adult household, both adults must be workinq in Pitkin County in order to aualifv for an additional bedroom. Mortqaqee - A lender in a mortgage loan transaction. 2001 Aspen/Pitkin Coun~ Housing Guidelines Page 55 of 62 P178 Primary Residence The sole and Seasonal Employee - A person working exclusive place of residence. The owner not less than 35 hours per week during or renter shal be deemed to have the Winter Season (generally November ceased to use the unit as his/her sole through April) and/or Summer Season and exclusive place of residence by (generallyJune through August). accepting ~)ermanent employment outside of Pitkin county, or residing in Special Review Committee - A Special the unit fewer than nine (9) months out Review Committee, as established from of any twelve (12)months. time to time by the Housing Office, is comoosed of three or more persons -- Purchaser - A person who is buying or one person from City staff, one person has purchased a deed restricted unit from County staff, and a Housing Board which is subject to these Guidelines, and member. The Committee shall have the any qualifying potential purchaser or authority to review special circumstances past owner of any such deed restricted with respect to matters specifically unit, but only with respect to any issue designated in the Guidelines that are artsmg under these Guidelines. eligible for special rewew, including, but not necessarily limited to, the priority Qualified Resident - Person(s) meeting system; financial and asset limitations; the income, asset, employment, and verifications and qualifications; self- residency requirements and property employment financial considerations; ownership li,mitations, including retired occupancy; admission; etc. and disabled' persons, or dependent(s) of any of these (as such terms are defined Storaqe Space - Space intended an~ herein) established by the APCHA. commonly utilized as location for preservation or later use or disposal of Requalification - Requirements which items. renters/tenants of affordable housing must meet bi-annually to ensure Tenancy In Common - Co-ownership i~ continued eligibility, which individual holds an undivided interest in real property as if he were Resale Aqreement - A contract entered sole owner. into between the Housing Office and the owner or purchaser of real property Tenant- A person who is leasing or has identifying the conditions of occupancy leased a deed restricted unit which ~s and resale (also commonly referred to as subject to these Guidelines, and any a Deed Restriction). qualifying potential lessee or past lessee of any such deed restricted unit, but Retirement Aqe - Should an owner or only with respect to any issue arising tenant of a deed-restricted unit retire under these Guidelines. before the age of 65, that individual must sell the ownership or move from the deed restricted rental unit. Such individual may go through Special' Review to ask for a waiver to maintain ownership/occupancy of his/her unit. 2001 Aspen/Pitkin County Housing Guidelines Page 56 of 62 P179 APPENDIX A MAX/MUM INCOMES BY CA TECORY (as of October 200 I) Maximum rental incomes are different than maximum sales incomes. Due to the nature of the working adult in Pitkin County and the wages that are required to maintain a consistent employee base, the APCHA and Housing Board have recognized the need for a higher allowable income adjusted by the number of adults and the bedroom mix. Maximum sales incomes are not attributed to the number of bedrooms, but will remain the same per household, with an ac~justment to dependents only. If net assets exceed the Category 4 net asset limit for any household with a Category l, 2 or 3 income, the following method can be used to calculate income: Each $45,000 of excess assets over $225,000 (the Category 4 asset limit) will be converted to $4,152 of income and added to the Gross Household Income. This is the amount necessary to purchase $346 per month of mortgage at an 8.5% interest rate over 30 years. Although this adjustment does not place a max'imum cap on net assets, it creates greater equity between income categories by causing assets to count more towards income. MAXIMUM GROSS INCOMES FOR RENTAL UNITS ONLY No. Of Adults Category 1 Catego~ 2 Category 3 Category 4 One Adult $26 400 $41 ~900 $68,100 $109,700 Two Adults 39,600 62,900 102,100 164,600 Three Adults 46,200 73,400 1 ~ 9,100 192,000 Net Assets not in Excess of 1S0,000 ] 75,000 200 000 225,000 MAXIMUM GROSS iNCOMES FOR SALES/OWNERSHIP UNITS ONLY No. of Dependents Category ~ Category 2 Category 3 Category 4 0 Dependents $26,400 $41,900 $68,100 $109,700 1 Dependent 33,900 49,400 75,600 11 7,200 2 Dependents 41,400 56,900 83,100 124,700 3 or More Dependents 48,900 64,400 90,600 132,200 Net Assets Not in Excess of 150,000 175 000 200,000 225,000 NOTE: A household can qualify to purchase or rent a unit in a higher category. The 0 Dependent income did not increase due to the Survey that was completed in 1999. Each dependent adds $7,500 to each category, up to three dependents. 2001 AsDen/Pitkin County Housing Guidelines Page 56 of 62 P180 APPENDIX B CHART OF PRINCIPAL OWNERSHIP PROJECTS NUMBER OF UNITS MAXIMUM REQUIRED PROJECT NAME AND TYPE OF UNITS INCOME CATEGORY RESIDENCY AABC Park Place 16 Condominiums - 1-, 2- & Category 1,3 & RO Per Guidelines 3-bedroom units AABC Rowhouses 12 Townhomes No Income Guidelines See Covenants Alpine Cottages 10 Townhom~s Category 4 and RO Per Guidelines Aspen Village MHP 150 Trailers/Own Land Resident Occupied Per Guidelines Benedict Commons 27 Studios & 1 -Bedrooms Category 2, 3 and 4 Per Guidelines Billings Place 7 Townhomes Category 2, 3 and 4 Per Guidelines Castle Crk valley Ranch 4 Single-Family Homes' Category 4 Per Guidelines Centennial ?. 92 Condominiums Category 4 Per Guidelines Common Ground 21 Townhomes (land lease) Category 2 and 3 Per Guidelines East Hopkins 4 Townhomes Category 4 Per Guidelines East Owl Creek 4 Single-Family Homes Category 4 Per Guidelines Fairway Three 30 Townhomes Category 4 Per Guidelines Five Trees 31 Single-Family Homes Category 3 and 4 Per Guidelines Highland Villas 16 Condominiums Category 4 Per Guidel nes Highlands Village 67 Units Category 1,2, 3, 4 Per Guidelines Hunter Creek 77 Condominiums Category 4 Per Guidelines Juan Street 2 Duplexes; 2 SFH Category 4 Per Guidelines' Lacet (East cooper) 14 Townhomes/SFH Category 3, 4 and RO Per Guidelines Lone Pine 28 Condominiums Category 4 Per Guidelines Marthinsson-Nostdahl 10 Condominiums Category 3 and 4 Per Guidelines Midland Park 37 Condominiums Category 4 Per Guidelines Oh-Be-Joyful 5- Single-Family Homes Category 3 Per Guidelines 2001 Asoen/Pitkin County Housing Guidelines Page 57 of 62 P181 APPENDIX B CHAR T OF PR/NC/PAL OWNERSHIP PROJECT5 NUMBER OF UNITS MAXIMUM REQUIRED PROJECT NAME AND TYPE OF UNITS INCOME CATEGORY RESIDENCY AABC Park Place ] 6 Condominiums - 1-, 2- & Category I, 3 & RO Per Guidelines 3-bedroom units AABC Rowhouses 12 Townhomes No Income Guidelines See Covenants Alpine Cottages 10 Townhomes. Category 4 and RO Per Guidelines Aspen Village MHP 150 Trailers/Own Land Resident Occupied Per Guidelines Benedict Commons 27 Studios.& 1 -Bedrooms Category 2, 3 and 4 Per Guidelines Billings Place 7 Townhomes Category 2, 3 and 4 Per Guidelines Castle Crk Valley Ranch 4 Single-Family Homes' Category 4 Per Guidelines Centennial . !.. 92 Condominiums Category 4 Per Guidelines Common Ground 21 Townhomes (land lease) Category 2 and 3 Per Guidelines East Hopkins 4 Townhomes Category 4 Per Guidelines East Owl Creek 4 Single-Family Homes Category 4 Per Guidelines Fairway Three 30 Townhomes Category 4 Per Guidelines Five Trees 31 Single-Family Homes Category 3 and 4 Per Guidelines Highland Villas 16 Cgndominiums Category 4 Per Guidelines Highlands Village 67 Units Category 1,2, 3, 4 Per Guidelines Hunter Creek 77 Condominiums Category 4 Per Guidelines Juan Street 2 Duplexes; 2 SFH Category 4 Per Guidelines Lacet (East Cooper) 14 Townhomes/SFH Category 3, 4 and RO Per Guidelines Lone Pine 28 Condominiums Category 4 Per Guidelines Marthinsson-Nostdahl 10 Condominiums Category 3 and 4. Per Guidelines Midland Park 37 Condominiums Category 4 Per Guidelines Oh-Be-Joyful' 5- Single-Family Homes Category 3 Per Guidelines 2001 Asuen/Pi~kin County Housing Guidelines Page 58 of 62 P182 APPENDIX B CHART OF PR/NC/PAL OWNERSHIP PROJECTS (con£/nued) NUMBER Of UNITS MAXIMUM REQUIRED PROJECT NAME AND TYPE OF UNITS INCOME CATEGORY RESIDENCY Park Circle Condo A~I l -Bedroom Category 2 Per Guidelines Pitkin Iron 15 Units Category 2, 3 & 4 Per Guidelines Red House Enclave 6 Condominiums Category 2 and 3 Per Guidelines 7th and Main 11 Units + Commercial Spi:e Category 2 and 3 Per Guidelines Smuggler'Park S/D 87 Single-Family (Modular) No Income Requirements Per Guidelines Smuggler Run MHP 17 Single-Family (Modular) Category 4 Per Guidelines Snyder 15 1 - and 3-Bedroom Category 2, 3 & 4 Per Guidelines Condominums Sopris Crk Cabins s 6 Units consisting of Lots 1,2, 5, 7 & 9: Category 3 (Meadows) Single Family & Duplexes Lot 8: Category 1 Per Guidelines Twin Ridge 12 Townhomes Category 4 Per Guidelines 13 Single-Family Homes Ute Park 7 Single-Family Homes Category 4 Per Guidelines Victorians at Bleeker 5 Condominiums Category 4 and RO Per Guidelines West Hopkins 11 Townhomes Category 2 and 3 Per Guidelines Williams Ranch 35 Units consisting of Category 2, 3, 4, RO-S and Per Guidelines Single-Family Homes & RO Duplexes Williams Woods 18 Townhomes Category 2 and 3 Per Guidelines Winfield Arms I Studio Condominium Category 2 Per Guidelines W/J Ranch 63 Single-Family Homes Category 4 andRO Per Guidelines Woody Creek MHP 54 Single-Family (Mobile RO MHP Requirements Per Covenants Homes) 2001 AsoenlPitkin Count~ Housing Guidelines Page 59 of 62 P183 APPENDIX C CHART OF PR/NC/PAL RENTAL PROJECTS AND REQUIREMENTS NUMBER OF UNITS MAXIMUM REQUIRED PROJECT NAME AND TYPE OF UNITS INCOME CATEGORY RESIDENCY AABC APARTMENTS 7 Units Category 3 Per Covenants ALPINA HAUS 44 Units N/A - Resident Occupied Per Ordinance ASPEN COUNTRY INN 40 Units Category 1 & 2 Per Guidelines BELL MOUNTAIN LODGE 5 Units Category 2 Per Guidelines BURLINGAME - Permanent 8 Units Category 2 Per Guidelines Seasonal 92 Units (] 84 beds) CASTLE RIDGE 80 Units Category 3 Per Covenants CENTENNIAL 148 Units Category 3 Per Guidelines CiTY PLAZA BLDG. 4 Units Category ] Per Resolution COPPER HORSE ] 3 Units N/A - Resident Occupied Per Resolution CORTINA (Hotel je~'ome) 16 Units Category I Per Resolution DURANT (1035 EAST) ' 12 Units Category ] & 2 Per Guidelines HIGHLANDS VILLAGE 19 Units & Dorm Rms Category ] & 2 Per Guidelines HUNTER LONGHOUSE 33 Units Category 3 Per Guidelines MAROLT RANCH- Permanent 4 Units Category 3 Seasonal 96 Units Pitkin County Employee Per Guidelines MAROON CREEK CLUB 42 Units Maroon Crk Club Priority Per Guidelines MILL STREET STATION 7 Units Category 3 Per Guidelines MOUNTAIN OAKS/HOSPITAL 2~ Units Hospital Priority Per Hospital PUPPYSMITH APARTMENTS 18 Units Resident Occupied Per Resolution RIVER PARK 3 Units Category 2 & RO Per Guidelines SMUGGLER MTN APARTMENTS 1 ! Units Category ~ Per Guidelines TRUSCO'I-I' PLACE - studios 50 Units RO 1 - & 2-Bedrooms 46 Units Category 3 Per Guidelines ULLR LODGE 26 Units Category 3 & 4 Per Guidelines UTE CITY PLACE 22 Units Category 2 & 3 Per Guidelines TOTAL 657 Units Permanent 188 Units Seasonal 845 Units · 2001 Aspen/Pitkin County Housing Guidelines Page 60 of 62 P184 APPENDIX D L/STING OF PR/NC/PAL RENTAL PROJECTS AND PROPERTY MANAGERS (as of June 2001 O) Aspen Country Inn Patrick.Jones, Pr<; perty Manager Aspen/Pitkin County Housing Authority 530 East Main Lower Level Aspen, CO 81611 (970) 925-2700; 920-1745 Fax AABC Apartments Jean Rhinehart 303 Aspen Airport Business Center Aspen, CO 8161.1 (970) 925-2102; 925-2104 Fax Alpina Haus Kevin De Ca~io Property Manager 935 East Durant Aspen, CO 81611 (970) 920-3975; 920-2396 Fax Burli ngame Seasonal Housing Terry Kappeli, Property Manager 050 Harmony Place Aspen, CO 81611 (970) 920-01 71 Centennial Apartments Klm Keilin, Property Manager 100 Luke Short Court Aspen, CO 81611 (970) 925-1876; 920-2691 :ax Copper Horse Kevin DeCarlo, Prcperty Manager 328 West Main Street Aspen, CO 81611 (970) 920-3975; 920-2396 Fax Hunter Longhouse Apartments 101 Lone Pine Road Aspen, CO 81611 J 2001 A~een/PitkJn County Housing Guidelines Page 61 of 62 P185 Marolt Ranch (Seasonal Housing) Dylan Regan, Manager Aspera Pitkin County Housing Authority 530 East Main, Lower Level Aspen, CO 81611 (970) 920-3499 (Jan.-May & Sept.-Dec.) (970) 920-0849 Fax Mountain Oaks (Hospital) Don Gillow, Emp. Housing Coordinator 0401 Castle Creek Road Aspen, CO 81611 (970) 544-1 ]41 (970) 544-1588 Fax North Mill Station Tony Mazza Frank Woods, Managers 355 Puppy Smith Lane Aspen, CO 8t61 (970) 925-8603 Smuggter Mountain Bruce Nethery, Property Director Aspen/?itkin County Housing Authority 530 East Main, Lower Level Aspen, CO 81611 (970) 379-6048 (970) 920-5580 Fax mruscott Place Apartments Bruce Nethery, Property Director Aspen/Pitkin County Housing Authority 530 East Main, Lower Level Aspen, CO 81611 (970) 920-5139; 920-5358 Fax 2001 Aspen/Pitkin County Housing Guidelines Page 62 of 62 P186 September 7, 20{]1 TO: City Council The City has given money to fund:a review of the Historic Inventory, an expert to advise the HPC and the public on the various facets of the code. Several speakers have been in Aspen to advise uS of their historic community expertise. Please let this informative process reach its conclusion, then review it and recommend the appropriate changes in a draft code. amendment tO' :be adopted. We are here to ask the. Council to postpone adoption of :Ordinance 24 (2001) until the information has been collated' and put into an appropriate Ordinance addressing all Historic Landmarkconcerns in:one document. Ordinance 24 (2001) "would allow HISTORIC LANDMARK LOT SPLITS in the office zone district." The Office Zone is located East of the C-1 Zone and West of the C-I Zone and the Main Street Historic District also is zoned Office. In the Mining Era~ Main Street ~as historically residential, including homes of many famous mining magnates Since the advent of the automobile, some of these homes have been converted to Offices, Bed &iBreakfast lodges, apartments and Restaurants. Some have been condominiumizcd, which protects thc facade AND thc setting of thc Historic Landmark. To name a few: Herron home (apartments), Elisha, Fcrris, Beck and Koch homes (offices). ~We have only a few HISTORIC LANDMARKS remaining. Lot Splits for Hist0ric'~'Landm~s 'create site congestion, overcrowding and impacts on the character of these historic treasurers Many Hist6ric~-Landmarks exist in the Commercial, C-I and Residential Zones, which have been greatly impacted by lot~splits, square footage bonus and garage bonus off the alley. The lot split allows another house, to name one which has recently been done. allowing a 4,000 sq.ft, h~c on a 4,$00 square foot iot. This impacts thc small ori,~inal',~l~an~rlii,~¥ictofian; ::v~hi~h;~Wa~ :all6Wed.'an ~iddifibn, to -the, atley.(It was the b~blfl~c~v0f ~H:~/r~td R~ss, fOUnd~ In view of the changes that m~ay b~ recommended. by the consultant and the HPC and P&Z, please',reconsider,.Ordin.a,n~e '24(2001) until the review of the reconsideration and:the ,¥arions re¢ommend~t'i0ns 6f the consultant have been considered; and then by, the:'City Council.-," PUBLIC NOTICE RE: MOUNTAIN CHALET REZONING FROM LODGE / TOURIST RESIDENTIAL (LfI'R) TO LfI'R WITH LODGE PRESERVATION (LP) AND PLANNED UNIT DEVELOPMENT (PUD) OVERLAYS; MINOR PLANNED UN'IT DEVELOPMENT; SUBDIVISION NOTICE IS HEREBY GIVEN that a public hearing will be held on Monday, September 10, 2001 a a meet~.ug to begin ar 5:00 p.m. before thc Ast~n City Cotmail, Council Chambers, City Hall, 1 $0 S. Cralana St., Aspen, ~o consider an application submi~Xed by Ralph Melville, owner of ~he Moun~ Chalet represented by Mitch Haas, reque~ng a rezoning from Lodge / Touris~ Residential (L/TR) m L/TR ~ga Lodge Preservation (LP) and Planned U~it Development (PUD) Overlays; Minor Planned Unit D~velopment; Subdivision for ~be Mountain CMlet located at 333 E, D ,~za: Avenue, Lo~ E, F, O, H, and I, Block 84, City of Aspen, Pitkin CounW, Colorado. For further irfformation, con~act Fred Jarman at the A~pan/Fir. kin County Cornmuniw Developme~ Depo.~'~ea~ 130 S. Cralen~ $~., Aspen, CO (970) 920-$102, fredj~ci.~pcn, co.us. s/Helen Klanderud~ Mayor Aspen City Council Published in ~he Aspen Times on Au,'.;~ sr~ 25, 2001 City of Aspen Account y'-- /~" f / The Fleisher Company Commercial Real Estate in Aspen September 10, 2001 TO: City Council The City has given money to fund a review of the Historic Inventory, an expert to advise the HPC and the public on the various facets of the code. Several speakers have been in Aspen to advise us of their historic community expertise. Please let this informative process reach its conclusion, then review it and recommend the appropriate changes in a draft code amendment to be adopted. I hereby request that you postpone adoption of Ordinance 24 (2001) until the information has been collated and put into an appropriate Ordinance addressing all Historic Landmark concerns in one document. Ordinance 24 (2001) "would allow HISTORIC LANDMARK LOT SPLITS in the office zone district." The Office Zone is located East oftheC-1 Zone and West of the C-1 zone and the Main Street Historic District also is zoned Office. In the Mining Era, Main Street was historically residential, including homes of many famous mining magnates. Since the advent of the automobile, some of these homes have been converted to Offices, Bed & Breakfast lodges, apartments and restaurants. Some have been condominiumized, which protects the fagade and the setting of the Historic Landmark. To name a few: Herron Home (apartments), Elisha, Ferris, Beck and Koch Homes (offices). We have only a few HISTORIC LANDMARKS remaining. Lot Splits for Historic Landmarks create site congestion, overcrowding and impacts on the character of these historic treasures. Many Historic Landmarks exist in the Commemial, C-1 and Residential Zones, which have been greatly impacted by lot splits, square footage bonus and garage bonus offthe alley. The lot split allows another house, to name one which has recently been done allowing a 4,000 square foot home on a 4,500 square foot lot. This kind of development is totally out of scale with Aspen's Main Street character. In view of the changes that may be recommended by the consultant and the HPC and P & Z, please reconsider Ordinance 24 (2001) until the review of the reconsideration and the various recommendations of the consultant have been considered; and then reviewed by the City Council. Sincerely, /] Donald J. Fleisher 200 East Main Street * Aspen, Colorado 81611 · 970/925-2122 · Fax 920-1628