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HomeMy WebLinkAboutGeneral Plan Amendment LCPA2003002 - Supporting DocumentsPage 1 of 2 Medel, Rosemary From: Ethen Thacher [Ethent@MakarProperties.com] Sent : Monday, August 01, 2005 11:54 AM To: Medel, Rosemary Subject : RE: Timeshare Amendment My fax number is (949) 255-1128. Thanks Rosemary. Ethen From: Medel, Rosemary [mailto:rmedel@surfcity-hb.org] Sent : Monday, August 01, 2005 11:55 AM To: Ethen Thacher Subject : RE: Timeshare Amendment What is your fax number? I can email the City Council report and fax over the notice of action letter. -----Original Message----- From : Ethen Thacher [mailto:Ethent@MakarProperties.com] Sent : Monday, August 01, 2005 11:48 AM To: Medel, Rosemary Subject: RE: Timeshare Amendment Thanks Rosemary, I hate to push it, but if I could get that information today I would be very grateful. The information is being sent out to some potential capital partners. Thank you, Ethen From: Medel, Rosemary [mailto:rmedel@surfcity-hb.org] Sent : Monday, August 01, 2005 9:32 AM To: Ethen Thacher Subject: RE: Timeshare Amendment Will do. -----Original Message----- From: Ethen Thacher [mailto:Ethent@MakarPropert ies.com] Sent: Sunday, July 31, 2005 6:58 PM To: rmedel@surfcity-hb.org Subject : Timeshare Amendment Hi Rosemary, it just occurred to me that I never received a copy of the Staff Report and Notice of Action for the City Council approval (March 21, 2005?) of the Timeshare amendment to Downtown Specific Plan District 7 and 9. Can you please send that to me. I want to have a complete file for this amendment. Thank you, Ethen Ethen Thacher Project Manager Makar Properties, LLC 4100 MacArthur Blvd. Suite 200 8/1/2005 0 • City Huntington Beach 2000 MAIN STREET CALIFORNIA 92648 DEPARTMENT OF PLANNING Phone Fax July 6, 2005 536-5271 374-1540 374-1648 California Coastal Commission 200 Oceangate, Suite 1000 Long Beach, CA 90802-4302 SUBJECT: EXTENSION OF TIME REQUEST BY COASTAL STAFF - HUNTINGTON BEACH LOCAL COASTAL PROGRAM AMENDMENT NO. 2-05 (TIMESHARES)/CITY LCPA NO. 03-02 Dear Coastal Commission Members: The City agrees to an extension of time for the above referenced application. However, we request that the application be processed within six months or sooner instead of one year. We understand the workload demands on your staff but ask that you consider a shorter period for the extension of time. Thank you in advance for your consideration. Sincerely, Howard Zelefsky Director of Planning c: Deborah Lee, Coastal Commission Deputy Director Karl Schwing, Coastal Commission Orange County Area Supervisor Meg Vaughn, Coastal Program Analyst Scott Hess, Planning Manager Mary Beth Broeren, Principal Planner Rosemary Medel, Associate Planner Shawn Milbern, The Robert Mayer Corp. G:\AdmLtr\2005\0706rm.doc TATE OF CALIFORNIA - THE RESOURCES A Y CALIFORNIA COASTAL COMMISSION South Coast Area Office 200 Oceangate, Suite 1000 Long Beach, CA 90802-4302 SUN 2 7 2005(562) 590-5071 W 7 b TO: Commissioners and Interested Persons 0 Arnold hwarz n er vernor June 23, 2005 FROM: DEBORAH LEE, DEPUTY DIRECTOR TERESA HENRY, SOUTH COAST DISTRICT MANAGER KARL SCHWING, ORANGE COUNTY AREA SUPERVISOR MEG VAUGHN, COA FAL PROGRAM ANAL ;"ST SUBJECT: Request to extend the ninety-day time limit for Commission action on City of Huntington Beach LCP Amendment Request No. 2-05 (Timeshares) (for Commission Action at the July 13-15, 2005 meeting in San Diego). On May 19, 2005, the City of Huntington Beach submitted a request to amend its certified Local Coastal Program (LCP), effecting both the Land Use Plan (LUP) and Implementation Plan (IP). The proposed LUP amendment would allow timeshares in the Commercial Visitor district, including subareas 4C and 4D, and modify Policy 3.2.4 to add reference to the allowance of timeshares in the Commercial Visitor District and replace overnight accommodation language with hotels/motel and timeshares in the Commercial General land use category. The proposed IP amendment would modify the Downtown Specific Plan to allow timeshares and provide certain restrictions on the timeshares. Proposed LCP Amendment Request No. 2-05 was submitted for Commission certification by City Council Resolution No. 2005-20. On May 19, 2005, the date of submittal, the Executive Director determined that LCP Amendment Request No 1-05 was in proper order and legally adequate to comply with the submittal requirements of the Coastal Act and the California Code of Regulations. Therefore, LCP Amendment Request No. 1-05 is deemed complete pursuant to the requirements of Section 30510 of the Coastal Act. Pursuant to Sections 30512 and 30514 of the Coastal Act, an LCP amendment that includes changes to the LUP portion of a certified LCP must be scheduled for a public hearing and the Commission must take action within ninety days of a complete submittal. The ninetieth day after the City's filing of the complete submittal is August 17, 2005. In order to be heard within this time frame, the LCP amendment would need to be scheduled for the Commission's July 13-15, 2005 meeting. However, this deadline may be extended for good cause. Public Resources Code (PRC) Section 30517 allows the Commission to extend any time limitation established by Chapter 6 of Division 20 of the PRC, wherein lies Sections 30512 and 30514, for up to a year. Staff is recommending that the Commission extend the ninety-day time limit for the review of the LCP amendment request. The time extension would allow for a thorough review of the City's proposed changes. •tington Beach LCPA 2-05 Timeshals Time Extension Request Page 2 of 2 STAFF RECOMMENDATION Staff recommends that the Commission extend the deadline for Commission action for one year (i.e. to August 17, 2006). MOTION: I move that the Commission extend the ninety-day time limit to act on the City of Huntington Beach Local Coastal Program Amendment No. 2-05 for a period of one year. Staff recommends a YES vote. An affirmative vote of a majority of the Commissioners present is needed to pass the motion. HNB LCPA 2-05 timeshare tm extns rqst 7.05 my 0 0 & City of Huntington Beach 2000 MAIN STREET CALIFORNIA 92648 DEPARTMENT OF PLANNING Phone Fax 374-1648 South Coast Region 536-5271 374-1540 May 17, 2005 Theresa Henry, South Coast District Manager South Coast Area Office Califo rnia Coastal Commission 200 Oceangate, 10th Floor Long Beach , CA 90802-4302 MAY19 2005 CALIFORNIACOASTALCOMMISSION SUBJECT: HUNTINGTON BEACH LOCAL COASTAL PROGRAM AMENDMENT NO. 2-05 Dear Theresa: The City of Huntington Beach is transmitting Local Coastal Program Amendment (LCPA) No. 03-02 pursuant to City Council Resolution No. 2005-20 . Using the Californ ia Coastal Commission 's notation, this would be LCPA No. 2-05 for the City of Huntington Beach. The Local Coastal Program Amendment is a request to amend the City's certified Local Coastal Program (Coastal Element and Implementing Ordinances). Pursuant to Section 13551(a) of Article 15 of the California Coastal Commission Regulations, the City Council adopted Resolution No. 2005-20 on March 21, 2005 to amend the Local Coastal Program. A copy of the Resolution is enclosed . The proposed Local Coastal Program Amendment No. 03-02 is submitted as a major amendment that will take effect automatically upon Commission approval pursuant to Public Resources Code Sections 30512, 30513, and 30519. 1. Pro 'ect Descri tion The Local Coastal Program Amendment is requested to allow timeshares in the Commercial Visitor Land Use Category and within Subareas 4C (PCH /First Street) and 4D (Waterfront). It also amends the Commercial General Land Use Category by deleting the reference to "overnight accommodations " and adding "hotels/motels and timeshares ." The LCPA incorporates changes reflected in Zoning Text Amendment (ZTA) No. 03-03 related to Downtown Speci fic Plan Districts 7 and 9, which correspond to the boundaries of Subareas 4C and 4D . A detailed description of the project elements is provided below. •• City of Huntington Beach 2000 MAIN STREET CALIFORNIA 92648 DEPARTMENT OF PLANNING Phone Fax 536-5271 374-1540 374-1648 May 17, 2005 Theresa Henry, South Coast District Manager South Coast Area Office California Coastal Commission 200 Oceangate, 10th Floor Long Beach, CA 90802-4302 SUBJECT: HUNTINGTON BEACH LOCAL COASTAL PROGRAM AMENDMENT NO. 2-05 Dear Theresa: The City of Huntington Beach is transmitting Local Coastal Program Amendment (LCPA) No. 03-02 pursuant to City Council Resolution No. 2005-20. Using the California Coastal Commission's notation, this would be LCPA No. 2-05 for the City of Huntington Beach. The Local Coastal Program Amendment is a request to amend the City's certified Local Coastal Program (Coastal Element and Implementing Ordinances). Pursuant to Section 13551(a) of Article 15 of the California Coastal Commission Regulations, the City Council adopted Resolution No. 2005-20 on March 21, 2005 to amend the Local Coastal Program. A copy of the Resolution is enclosed. The proposed Local Coastal Program Amendment No. 03-02 is submitted as a major amendment that will take effect automatically upon Commission approval pursuant to Public Resources Code Sections 30512, 30513, and 30519. 1. Pro 'ect Descri tion The Local Coastal Program Amendment is requested to allow timeshares in the Commercial Visitor Land Use Category and within Subareas 4C (PCH/First Street) and 4D (Waterfront). It also amends the Commercial General Land Use Category by deleting the reference to "overnight accommodations" and adding "hotels/motels and timeshares." The LCPA incorporates changes reflected in Zoning Text Amendment (ZTA) No. 03-03 related to Downtown Specific Plan Districts 7 and 9, which correspond to the boundaries of Subareas 4C and 4D. A detailed description of the project elements is provided below. r LCPA No. 02-05 Page 2 of 7 Local Coastal Pro ram Amendment No. 03-02 The Coastal Element currently allows timeshares in the Commercial General (CG) and Mixed Use Districts. Timeshares are also permitted in the Commercial Visitor (CV) and CG land use districts of the Huntington Beach Zoning and Subdivision Ordinance (ZSO), the City's implementing ordinance. The proposed LCPA would allow timeshares (as defined) in the CV district to provide greater flexibility and appeal to the visitor-serving market. Specifically, the LCPA amends the City's LCP as follows: A. Amends the Commercial General (CG) land use category of Typical Permitted Uses on Table C-1 of the Coastal Element by deleting the reference to "overnight accommodations" and replacing that with "hotels/motels, timeshares." B. Amends the Commercial Visitor (CV) land use category of Typical Permitted Uses on Table C-1 of the Coastal Element and Subareas 4C - PCH/First Street and 4D - Waterfront to add "timeshares" as a permitted use. C. Modifies Coastal Element Policy C 3.2.4 to add reference to the allowance of "timeshares" in the Commercial Visitor (CV) District. D. Incorporates the changes reflected in Zoning Text Amendment No. 03-03, described below. Zonin Text Amendment No. 03-03 The purpose of Downtown Specific Plan District 7 (location of the approved Pacific City project) is to provide commercial facilities to serve seasonal visitors to the beaches as well as to serve local residents on a year-round basis. The purpose of District 9 (Waterfront) is to encourage large, master-planned development that is beach-oriented and open to the public for both commercial and recreational purposes. The ZTA adopted by the City Council allows for the possibility of timeshare uses in the visitor-serving portions of the Pacific City and Waterfront projects. Specifically, the ZTA changes the Downtown Specific Plan (DTSP - SP5) as follows: A. Amends DTSP Section 4.0.04 Definitions to include a definition of "timeshares." B. Amends DTSP District 7, Section 4.9.01 Permitted Uses, and District 9, Section 4.11.01 Permitted Uses to allow "timeshares" as a permitted use subject to a conditional use permit from the Planning Commission. 2. General Plan Conformance The proposed LCPA and ZTA were found to be consistent with the goals, objectives, and policies contained in the City's General Plan at the time that it was adopted. Concurrent with approval of the LCPA and ZTA, the City Council approved General Plan Amendment (GPA) No. 03-03. The GPA added timeshares as a permitted use within the Commercial Visitor LCPA No. 02-05 Page 3 of 7 (CV) land use category and within Subareas 4C (PCH/First Street) and 4D (Waterfront). It also amended the reference to overnight accommodations similar to the LCPA. 3. Coastal Element As you know, Coastal Act Policies place a high priority on visitor-serving uses: providing for public uses; providing for public access to coastal resources; and ensuring an adequate amount of public recreational opportunities within the coastal zone such that existing coastal resources, e.g. in this case, beaches, are not overly impacted. Allowing timeshare development is consistent with the goal of providing visitor-serving uses within the Coastal Zone. The proposed LCPA is consistent with the existing LCP because timeshares , in the way they are defined and required to be conditioned , are very similar to the hotel uses that are already permitted within these areas. In addition, under this LCPA, any development of a timeshare project would be required to comply with the development standards contained in the DTSP , which address both access and open space/recreational amenities. The existing certified Coastal Element policy on timeshares specifies that at least 25 percent of timeshare units be reserved for tran sient overnight accommodations, i.e. hotel use, during the summer season . The Coastal Commission included this requirement to ensure that at least 25 percent of the units/rooms would be available to the general public as opposed to being available only to timeshare owners . The intent of this was to ensure that coastal resources are available to be enjoyed by the general public. The proposed LCPA does not change the 25 percent availability requirement. Moreover, the City Council's action included adding the criteria of the City's existing LCP policy to the DTSP . Thus, the DTSP would clearly state that timeshares must meet the minimum 25 percent availability requirement that would operate similar to a hotel (including requirements for a centralized reservations system, check- in services , advertising , security, and daily housecleaning ). Additionally, any timeshare project would be required to demons trate specifically how the 25 percent availability requirement would be satisfied. The proposed amendment language requires that timeshares be part of a master-planned development. This is consistent with, for example, the original Development Agreement (8/15/88) approved by the City for The Waterfront, owned by the Robert Mayer Corporation. Under that Development Agreement, the commercial portions of The Waterfront are to be developed pursuant to the "Master Site Plan" and are to "be considered a single integrated development project." To further this requirement, the proposed LCPA provides flexibility in meeting the 25 percent availability requirement during the summer season. As an example, if a timeshare project were built on the third site (Parcel C) of the Waterfront project, then a total of 25 percent of those units would need to be available for transient overnight accommodations (similar to a hotel operation) during the summer months. This 25 percent total could be entirely within the timeshare project, or a portion or all could be within the existing Waterfront Hilton or Hyatt Hotels since they are part of the master plan. Based on industry statistics, up to approximately 20 percent of a timeshare development's units are not actually used by the timeshare owners at any given time; these would thus be available for overnight stays. LCPA No. 02-05 Page 4 of 7 As noted, the primary rationale for the 25 percent availability requirement is the importance that the Commission places on public access to coastal resources. Our City has been exemplary in providing public access to beach visitors. This effort is demonstrated in the DTSP area with the availability of 2,100 beach parking spaces and another 811 spaces within the City's Main Promenade parking structure. Further, in total there are more than 10,400 public parking spaces available for beach visitors in the City's Coastal Zone. The City also continues to add to its stock of visitor-serving accommodations through approval of visitor- serving commercial development within the Coastal Zone, including the recently approved Pacific City project and The Strand, a mixed-use project with a hotel and other visitor-serving commercial uses. In its analysis of the proposed LCP amendment, the City evaluated other sites both in and out of the Coastal Zone that might be conducive to timeshare development. It was determined that there are very few commercial and mixed-use-zoned parcels in the Coastal Zone that might meet current industry site standards for resort development and thus be conducive to a hotel currently under construction. In addition to Districts 7 and 9 within the Coastal Zone, there is one other property that is large enough to be potentially attractive for this type of development, i.e., the northwest corner of Pacific Coast Highway and Goldenwest Street; however, this property is expected to remain in oil production for at least the next 20 years and off-limits to any other development. Remaining potential properties within the CV Zone are built-out and therefore not presently available for timeshare development. Near but outside the coastal zone, the Huntington Beach ZSO allows timeshares in the CG and the CV Zones, but the vast majority of these areas are already built out. For these reasons, the City determined that Districts 7 and 9 appear to be the only opportunity for the inclusion of timeshares within the Coastal Zone, thereby allowing the City to diversify its inventory of overnight accommodations. On February 8, 2005, the Planning Commission held a public hearing to consider the proposed amendments. Three public speakers spoke in favor of the project, citing options for development of visitor serving uses, the importance of offering a diversity of visitor-serving uses in the City, the adequacy of the existing hotel supply in the City, the similarity in approach to timeshare uses in other coastal communities, and the Mayer Corporation's 1988 development agreement for development of the Waterfront site, which allows for a master- planned project for hospitality visitor serving uses. One of these speakers also spoke at the March 21, 2005 City Council public hearing. As the enclosed minutes indicate and summarized in Attachment No. 1, there were no coastal concerns expressed by speakers at the Planning Commission and City Council public hearings or by written correspondence. However, during its discussion, the Planning Commission inquired about the parking demand a timeshare project would generate as opposed to a hotel use. The ZSO requires that timeshares be parked at the same parking ratio as a hotel/motel project as stated in the Planning Commission minutes dated February 8, 2005. The Planning Commission and the City Council also discussed the consistency of the master plan concept with the existing Coastal Element policy regarding the 25 percent requirement. LCPA No. 02-05 Page 5 of 7 I In summary, the Coastal Act encourages visitor serving commercial uses designed to enhance public opportunities for coastal recreation within the Coastal Zone, the City supports the project because: a) The allowance of timeshares within Districts 7 & 9 of the Downtown Specific Plan is consistent with the Local Coastal Program because timeshares are similar to the hotel use that is already permitted within these areas, and b) The amendments conform to the public access and public recreation policies of Chapter 3 of the California Coastal Act because timeshares are a visitor serving use subject to the amenity standards of hotels and required to maintain public access to coastal recreation uses. The proposed request does not conflict with the policies of the Coastal Element nor negatively impact those areas of the city that lie within the Coastal Zone boundary. The LCPA does not impede public access to coastal resources. The proposed LCPA is submitted pursuant to Section 13511 of the Coastal Commission Administrative Regulations which conforms to the requirements of Chapter 6 of the Coastal Act. 4. Com atibili with Surroundin Uses Timeshares are currently permitted in the CG and Mixed Use Districts (MH and MV) of the Coastal Element and the CG and CV Zones of the ZSO citywide. One objective of these districts is to provide for overnight accommodations for coastal and other visitors to the City. The City's existing CV land use category allows for hotels/motels and "similar uses oriented to coastal and other visitors to the City." The inclusion of timeshares in the CV category is consistent with the existing Coastal Element language of "similar uses oriented to coastal and other visitors." Timeshares are designed to serve the visitor market; and the primary reason to accommodate timeshare development in Huntington Beach is the attraction of its beaches. Timeshare development is similar in appearance and function to hotels. Timeshares have evolved over the past two-plus decades to become a truly universal method of serving the vacationing public who want to stay by the beach or have a premium coastal access experience. Thus, from a land use compatibility perspective, the inclusion of timeshares as a permitted use would not result in any land use issues different from the currently permitted hotel use, which is a compatible use within Districts 7 and 9 of the DTSP and surrounding area. 5. Processing The following is a summary of processing pursuant to Section 13552 (b) (c) of the California Coastal Commission Regulations concerning the adoption of the amendments and their relationship to other sections of the City's certified LCP. a. Pursuant to the California Environmental Quality Act, staff prepared Environmental Assessment No. 03-03 and concluded that all potentially significant environmental effects related to the proposal were analyzed and adequately addressed in EIR No. 94-1, prepared for LCPA No. 02-05 Page 6 of 7 N the comprehensive update of the General Plan and approved in 1996. The Environmental Assessment is included in the February 8, 2005 Planning Commission staff report. b. On January 25, 2005, the Planning Commission held a study session to discuss the proposed amendments. The Planning Commission requested information addressing parking ratios comparing hotels to timeshares as well as information on the economic impact of timeshares on the City's Transient Occupancy Tax. c. On February 8, 2005, the Planning Commission held a public hearing on the proposed amendments. As noted, three speakers spoke in favor of the project, and focused on options for development of hospitality uses, the importance of offering a diversity of visitor-serving hospitality uses in the City, the adequacy of the existing hotel supply in the City, the similarity in approach to timeshare uses in other coastal communities , and the Mayer Corporation's 1988 development agreement for development of the Waterfront site which allows for a master- planned project for hospitality uses. The Planning Commission discussed various aspects of the request including effect on City revenue, information on the background studies, and the implications of allowing timeshares as part of a master planned development . The Planning Commission recommended additional text modifications to mirror the language of Coastal Element Policy 3.2.4 to regulate the operation of timeshares and voted to recommend approval of the subject entitlements and forward to the City Council. d. On March 21, 2005, the City Council held its public hearing on the proposed requests. The applicant was the only speaker at the public hearing. The applicant emphasized how the addition of timeshares to the LCPA added flexibility in developing hospitality projects. A late communication from the Huntington Beach Chamber of Commerce stated their support of the inclusion of timeshares within Districts 7 & 9 of the Downtown Specific Plan. 6. Public Partici ation All staff reports were made available for public review in the Planning Department and the Huntington Beach Public Library. During the public hearing process, staff made every effort to maximize public participation in the process. Pursuant to Section 13522(a) of the Coastal Commission Administrative Regulations, included with this submittal are copies of the measures taken to ensure public participation, public hearing notices, mailing labels, and minutes from the public hearings. Please refer to the public hearing minutes for the complete comments received at the public hearing. The public hearings were advertised in the City's usual local newspaper and notice sent to property owners, occupants and interested parties. All legal notices for the local public hearings made reference to the proposed Local Coastal Program Amendment. LCPA No. 02-05 Page 7 of 7 t•Thank you in advance for your assistance in this matter. If you should have any questions regarding this submittal pleased contact Rosemary Medel at (714) 374-1684. Sincerely, How Zelefsky Planning Director Enclosures c: Scott Hess, Planning Manager Mary Beth Broeren, Principal Planner Rosemary Medel, Associate Planner Shawn Millbern, The Robert Mayer Corporation Attachment No. 1 Plannin Commission Public Hearin on Februa 8 2005 SPEAKER POSITION COASTAL CONCERNS EXPRESSED 1.Shawn Milbe rn In favor No coastal conce rns. (A licant) 2. Doug Traub In favor No co astal conce rns. 3. Ethen Thacher In favor No co astal conce rns Ci Council Public Hearin on March 21 2005 SPEAKER POSITION COASTAL CONCERNS EXPRESSED 1. Shawn Milbern In favor No coastal concerns. (Ap licant) 0 r Attachment No. 2 Local Coastal Program Amendment No. 03 -02, Zoning Text Amendment No. 03- 03: Amendment to Downtown Specific Plan (Districts 7 & 9), ENCLOSURES Ordinance No. 3702 (with Exhibit A - Amended Downtown S ecific Plan Resolution No. 2005-20 Ci Council Minutes Ci Council Minutes Second readin of Ordinance Ci Council Staff Re ort Ci Council Late Communications Ci Council Notice of Public Hearin Ci Council and Plannin Commission Mailin Labels Plannin Commission Minutes Plannin Commission Staff Re ort Plannin Commission Notice of Public Hearin Planning Commission Stud Session Staff Re ort DATES March 21, 2005 March 21, 2005 March 21, 2005 A ril 4, 2005 March 21, 2005 March 21, 2005 March 10, 2005 Jan 2005 Febru 8, 2005 February 8, 2005 Janu 27, 2005 January 25, 2005 Ior 099 Tom Daly County Clerk-Recorder 0 C)12 Civic Center Plaza, Rm 106oPO Box 238 Santa Ana CA 927020 Q , 4 'elF00 CITY OF HUNTINGTON BEACH Office of the Orange County Clerk-Recorder Memorandum SUBJECT: Environment Impact Reports Amendment of "Public Resources Code, Section 21092.3" 00, V/®1) The attached notice was received, filed and a copy was posted on 04/05/2005 It remained posted for 30 (THIRTY) days. Tom Daly County Clerk-Recorder In and for the C ty of Orange By: Deputy Public Resource Code 21092.3 The notices required pursuant to Sections 21080.4 and 21092 for an environmental impact report shall be posted in the office of the County Clerk of each county in which the project will be located and shall remain for a period of 30 days. The notice required pursuant to Section 21092 for a negative declaration shall be so posted for a period of 20 days, unless otherwise required by law to be posted for 30 days. The County Clerk shall post notices within 24 hours of receipt. Public Resources Code 21152 All notices filed pursuant to this section shall be available for public inspection, and shall be posted within 24 hours of receipt in the office of the County clerk. Each notice shall remain posted for a period of 30 days. Thereafter, the clerk shall return the notice to the local agency with a notation of the period it was posted. The local agency shall retain the notice for not less than nine months. V • 0 TO city of Huntington Bach APR 15 2005 f CITY OF HUNTINGTON BRBCAVED INTER-DEPARTMENT COMMUNICATION Economic Development Department APR 0 7 2005 Mayor and City Council VIA Penny Culbreth-Graft, City Administrator FROM David C. Biggs, Director of Economic Development SUBJECT Time Share Valuation DATE April 7, 2005 CITY OF HUN'IINGTON B CHADMINISTRATIVE OF CE rt f In response to Council Member Dave Sullivan's request for information on how the O.C. Tax Assessor's Office evaluates time shares, Carol Runzel contacted the Assessor's office. Arlene Fasola from the Assessor's Office e-mail response is attached. The Assessor's office approach to assessed valuation takes the sales price and discounts it by the value attributed to furnishings, services & excessive marketing costs. In general, the percent applied to discounting the sales price has been 35%, as in the case of the Newport Beach Marriott. The typical sales price for that project has been $25,000 per week. Two projects near the Anaheim resort area are selling at an average price of $15,000 per week. Attached is a brief analysis that shows two scenarios: A. the $25,000 sales price using the 35% discounted rate results in a 260-unit time share project generating an estimated $2 million in tax revenue. B. the $15,000 sales price using the 35% discounted rate results in a 260-unit time share project generating an estimated $1.3 million in tax revenue. If needed, Carol is available to provide additional research in this matter. She may be reached at extension 5224. Attachments: Time Share Scenario Analysis O.C. Assessor's e-mail 4/6/05 Time Share • Property Tax Sale Price per Week A.Unit Sale Price Number Weeks Number Units Total Sales Percent Discount (Furnishings, Services, Excessive Marketing Costs) $ 25,000 51 260 $ 331,500,000 Discounted Amount Assessed Value Tax Revenue 35%$ 116,025,000 $ 215,475,000 $ 2,154,750 B.Unit Sale Price $ 15,000 Number Weeks 51 Number Units 260 Total Sales $ 198,900,000 Percent Discount (Furnishings, Services, Excessive Marketing Costs)Discounted Amount Assessed Value Tax Revenue 35% $ 69,615,000 $ 129,285,000 $ 1,292,850 timeshare / 4/7/2005 Page 1 of 1 Runzel, Carol From: Arlene Fasola [afasola@assessor.co.orange.ca.us] Sent: Wednesday, April 06, 2005 3:25 PM To: Runzel, Carol Subject : RE: timeshare.xls Hi Carol, Change the number of weeks in your model to 51. This will make the total sales $198,900,000. The actual discounted rate for the Marriott of Newport Beach timeshare is approximately 35%. The average sales price is probably around $25,000. Please let me know if you need any further information. Good Luck, Arlene -----Original Message----- From: Runzel, Carol [mailto:crunzel@surfcity-hb.org] Sent : Wednesday, April 06, 2005 1:29 PM To: 'afasola@assessor.co.orange.ca.us' Subject : timeshare.xls Hello Arlene, Please review the attached that we can use as a model for estimating Tax Revenue for a time share project. Would you be able to provide me the actual discounted rate for the Marriott of Newport Beach time share? Do you know the sale range? This would help give us a sense of reality in our projections, as we think that project would resemble the one contemplated for Huntington Beach. Th anks, Carol A. Runzel Department of Economic Development P.O. Box 190 Huntington Beach, CA 92648 (714) 536-5224 runzelc@surfcity-hb.org 4/7/2005 A'j fe CITY OF HUNTINGTON BEACH 2000 MAIN STREET CALIFORNIA 92648 OFFICE OF THE CITY CLERK JOAN L. FLYNN CITY CLERK April 7, 2005 Shawn Milbern The Robert Mayer Corporation 660 Newport Center Dr., Ste. 1050 Newport Beach, CA 92660 Re: NOTICE OF ACTION - Permit Timeshares within Districts 7 and 9 Dear Mr. Milbern: The City Council of the City of Huntington Beach at its regular meeting held Monday, March 21, 2005 took action on the following Public Hearing : Public Hearing to Consider Approval of General Plan Amendment No. 03-03, Zoning Text Amendment No. 03-03 and Local Coastal Program Amendment No. 03-02 Downtown Specific Plan - to Permit Timeshares with in Districts 7 and 9 (North Side of Pacific Coast Highway, between Beach Boulevard and First Street ) -Applicant , Robert Mayer Corporation, - Adopt Resolution Numbers 2005-19 and 2005-20 - Approve for Introduction Ordinance No. 3702 and Adopted On April 4, 2005 effective immediately upon cert ification of the California Coastal Commission. The action agenda pages 9 and the approved as amended Suggested Findings & Conditions of Approval are enclosed. If you have any questions regarding this matter, please contact my office at (714) 536-5227. Sincerely, 0.41 - Joan L. Flynn City Clerk Enclosure: Suggested Findings and Conditions of Approval Action Agenda Pages 9 cc: Howard Zelefsky, Planning Director Scott Hess, Planning Manager Rosemary Medel, Associate Planner (Telephone : 714 -536.5227) FINDINGS FOR APPROVAL ZONING TEXT AMENDMENT NO. 03-03 FINDINGS FOR APPROVAL - ZONING TEXT AMENDMENT NO. 03-03: 1. Zoning Text Amendment No. 03-03 to amend the Downtown Specific Plan, specifically Districts 7 and 9, to include timeshares as a permitted use and add a definition of timeshares is consistent with the objectives, policies, general land uses and programs specified in the General Plan because the achievement of diverse land uses will sustain the City's economic viability, while maintaining the City's environmental resources and scale and character. 2. In the case of a general land use provision, the zoning text amendment is compatible with the uses authorized in, and the standards prescribed for the zoning district for which it is proposed. Districts 7 and 9 currently allow for hotels, and timeshares are permitted in the Commercial Visitor and Commercial General districts elsewhere in the City. Timeshares are a visitor- serving use that is compatible within hotels and visitor serving areas. 3. A community need is demonstrated for the change proposed. The allowance of timeshares in the Downtown Specific Plan will strengthen and diversify the economic base of the City's primary tourist node. Further, an adequate and substantial availability of overnight transient accommodations has been shown to exist within the City providing adequate access to the coastal area. Also, an increase in such accommodations is reasonably expected to occur in the future that will accommodate growth in the number of visitors to the City's coastal zone. 4. Its adoption will be in conformity with public convenience, general welfare and good zoning practice. Timeshares are very similar in use to hotels, which are already a permitted use. The allowance of timeshares will not result in any negative impacts to the community or adjacent uses. FINDINGS FOR APPROVAL LOCAL COASTAL PROGRAM AMENDMENT NO. 03-02 FINDINGS FOR APPROVAL - LOCAL COASTAL PROGRAM NO. 03-02: 1. Local Coastal Program Amendment No. 03-02 amends the City's certified Local Coastal Program to allow timeshares in the Commercial Visitor Land Use Category and within Subareas 4C and 4D, change the reference to overnight accommodations in the Commercial General Land Use Category to reflect hotels, motels and timeshares and in accord with Zoning Text Amendment No. 03-03 to allow timeshares within Districts 7 and 9 of the Downtown Specific Plan. The change is consistent with the Local Coastal Program because timeshares are similar to the hotel use that is already permitted within these areas. 2. Local Coastal Program Amendment No. 03-02 is in accordance with the policies, standards and provisions of the California Coastal Act by enhancing the variety of visitor serving uses and increasing the tourism potential from a larger market base. 3. The amendments conforms with the public access and public recreation policies of Chapter 3 of the California Coastal Act because timeshares are a visitor serving use subject to the amenity standards of hotels and required to maintain public access to coastal recreation uses. (9) April 4, 2005 - Council/Agency Agenda - Page 9 Refund Expense Account No. 70730101.69365 (contractual services) to fund the amendment to the agreement. Submitted by the City Attorney and the Finance Officer. Funding Source: Property Tax Override Refund Undesignated Fund Balance (Fund 707 - Fiscal Impact Statement attached). Mayor Pro Tem Sullivan asked for clarification on funding . Amended Recommended Action to request a written report be given to Council on how process is going, how many protests submitted to City, how many appeals to Hearing Officer, final resolution, how many unresolved, etc. Approved as amended 7 - 0 F. Administrative Items - None G. Ordinances G-1. Ordinance for Adoption G-1a. (City Council) Adopt Ordinance No. 3702 Amending the Downtown Specific Plan of the City of Huntington Beach (Timeshares ) - Ordinance No. 3702 (450.30) "An Ordinance of the City of Huntington Beach Amending the Downtown Specific Plan of the City of Huntington Beach ." (Approved for introduction at the Public Hearing on March 21, 2005.) Recommended Action: After the City Clerk reads by title, adopt Ordinance No. 3702, by roll call vote. Adopted 5 - 2 (Sullivan, Cook No) G-2. Ordinance for Introduction G-2a. (City Council) Approve for Introduction Ordinance No.3704 Amending Chapter 5.64 of the Huntington Beach Municipal Code Relating to Administrative Expenses for Bingo Games (570.10) - Ordinance No. 3704 - "An Ordinance of the City of Huntington Beach Amending Chapter 5.64 of the Huntington Beach Municipal Code Relating to Administrative Expenses for Bingo Games." Recommended Action: After the City Clerk reads by title, approve for introduction Ordinance No. 3704 , by roll call vote. Approved 6 -1 (Sullivan No) H. City Council/Redevelopment Agency Items H-1a. Submitted by Councilmember Gil Coerper (City Council) Approve and Communicate to State Assemblyman Tom Harman the City's Position to Oppose Assembly Bill 991 (DeVore) which would Change the Structure of the Orange County Vector Control Board of Trustees and Approve Adoption of Alternate Resolution (120.70) Communication from Councilmember Gil Coerper transmitting the following Statement of Issue: Last month, the Orange County Vector Control District (OCVCD) called to order their 700th meeting-almost 60 years of serving the people of Orange County. As the county grew and new cities came into existence, each city had an appointed trustee to represent its interests. The Board f 3 (6) March 21, 2005 - Council/Agency Agenda - Page 6 C-3. City Treasurer's Report C-3a. (City Council) Review and Accept Shari Freidenrich, City Treasurer's January 2005 Investment Summary Report Titled City of Huntington Beach Summa ry of City Investment Portfolio, Bond Proceeds , and Deferred Compensation Activity (310.20) Communication from City Treasurer Shari Freidenrich transmitting the Monthly Investment Report for January 2005. Recommended Action: Motion to: Review and accept the monthly investment report. Following review of the report, by motion of Council, accept the Monthly Investment Report Summary of Investment Portfolio, Bond Proceeds, and Deferred Compensation Activity for January 2005, pursuant to Section 17.0 of the Investment Policy of the City of Huntington Beach. Approved 6 - 0 (1- Green out of room) :e G = Oo=--:e- t'r PI - Ifr D-1. City Council) Public Hearing to Consider Approval of General Plan Amendment No. 03- 3, Zoning Text Amendment No. 03 -03 and Local Coastal Program Amendment No. 03-02 Downtown Specific Plan - to Permit Timeshares within Districts 7 and 9 (North Side of Pacific Coast Highway, between Beach Boulevard and First Street) -- Applicant, Robe rt Mayer Corporation, - Adopt Resolution Numbers 2005-19 and 2005-20 - Approve for Introduction Ordinance No. 3702 (450.30) Communication from the Planning Director. Applicant: Robert Mayer Corp., Shawn Milbern Request To amend the Huntington Beach General Plan Land Use Element, Huntington Beach Coastal Element (Local Coastal Program), and Downtown Specific Plan (DTSP) to permit "timeshares" as an allowed use subject to a conditional use permit from the Planning Commission within District 7 (Visitor-Serving Commercial) and District 9 (Commercial Recreation) of the Downtown Specific Plan. Location: Downtown Specific Plan Districts 7 & 9 (north side of Pacific Coast Highway between Beach Blvd. and First Street.) Robert Mayer Corporation. Environmental Status : Notice is hereby given that an initial environmental assessment for this agenda item was processed and completed in accordance with the California Environmental Quality Act. It was determined that although the proposed project could have a significant effect on the environment, because all potentially significant effects have been analyzed adequately in an earlier EIR No. 94-1 pursuant to applicable standards, and have been avoided or mitigated pursuant to that earlier EIR No. 94-1, nothing further is required. The environmental impact report is on file at the City of Huntington Beach and is available for public inspection as described below. (7) March 21, 2005 - Council/Agency Agenda - Page 7 ON FILE: A copy of the proposed request is on file in the City Clerk's Office, 2000 Main Street, Huntington Beach, California 92648, for inspection by the public. A copy of the staff report will be available to interested parties at the City Clerk's Office on Thursday, March 17, 2005. ALL INTERESTED PERSONS are invited to attend said hearing and express opinions or submit evidence for or against the application as outlined above . If you challenge the City Council's action in court, you may be limited to raising only those issues you or someone else raised at the public hearing described in this notice, or in written correspondence delivered to the City at, or prior to, the public hearing. If there are any further questions please call the Planning Department at 536-5271 and refer to the above items. Direct your written communications to the City Clerk. 1. Staff report 2. City Council discussion 3. Open public hearing 4. Following public input, close public hearing PowerPoint titled Timeshares GPA 03-03, LCP 03-02, ZTA 03-03 Applicant : The Robert Mayer Corporation Date : March 21,2005 is included in the agenda packet. Recommended Action: Planning Commission and Staff Recommendation: Motion to: 1. Approve General Plan Amendment No 03-03 by adopting Resolution No. 2005-19 -'A Resolution of the City Council of the City of Huntington Beach Approving General Plan Amendment No. 03-03" (Attachment No. 1); and 2. Approve Zoning Text Amendment No. 03-03 with findings (Attachment No. 2) and after the City Clerk reads by title, approve for introduction Ordinance No. 3702 - "An Ordinance of the City of Huntington Beach Amending the Downtown Specific Plan of the City of Huntington Beach" (Attachment No. 3); and 3. Approve Local Coastal Program Amendment No. 03-02 with findings (Attachment No. 4) and adopt Resolution No. 2005-20 - "A Resolution of the City Council of the City of Huntington Beach Adopting Local Coastal Program Amendment No. 03-02 to Amend the Local Coastal Program Land Use Plan and Implementing Ordinances to Permit Timeshares in the Commercial Visitor Land Use Category and to Reflect Zoning Text Amendment No. 03-03 and Requesting Certification by the California Coastal Commission." (Attachment No. 5) Rosema ry Medel Associate Planner gave PowerPoint presentation . Also referred to Late Communication from Chamber of Commerce supporting recommendations . Council discussion ensued. City Clerk reread Late Communication. Public Hearing opened, one a ublic Hearin Approved 5 - 2 (Cook No, Sullivan No) D-2. (City Council) Public Hearing Opened and Continued Open from March 7, 2005 to Consider Appeal Filed by Applicant Mike Padian, Padian Team Consulting, of the Planning Commission's Approval of Mitigated Negative Declaration No. 03-08 - Good Shepherd Cemete ry, 8301 Talbert Avenue (N/E Comer of Beach Boulevard and Talbert Avenue) (420.40) •0 FILED NOTICE OF DETERMINATION APR 0 5 20 TOM DALY, CLERK-RECORD To: From:BY Office of Planning and Research City of Huntington Beach P.O. Box 3044 Planning Department Sacramento, Ca 95812-3044 2000 Main St., 3rd Flr. Huntington Beach, CA 92648 Orange County Clerk Recorder's Office (Contact) Rosemary Medel Public Services Division Contact Phone 714-536-5271 P.O. Box 238 Santa Ana, CA 92702 SUBJECT: Filing of Notice of Determination in compliance with Section 21108 or 21152 of the Public Resources Code. Project Title : General Plan Amendment No. 03-03 Zonin Text Amendment No. 03-03 Local Coastal Pro am Amendment No. 03-02 Downtown S ecific Plan-Timeshares . Applicant Name and Address: Robert Ma er Co oration Shawn Milbern 660 New ort Center Drive Suite 1050 New ort Beach CA 92660. Project Location : Downtown S ecific Plan Districts Nos. 7 & 9 orth side of Pacific Coast Hi hwa between First Street and Beach Blvd. Ci of Huntin on Beach Court of Oran e. Project Description : Amend the General Plan Downtown S ecific Plan and Coastal Element to add timeshares a ermitted use in Districts 7 & 9. This is to advise that the City of Huntington Beach City Council has approved the above described ( Lead Agency ) project on March 21, 2005 and has made the following determination regarding the above described project: The City finds that although the proposed project could have a significant effect on the environment, because all potentially signi ficant effects (a) have been analyzed adequately in an earlier EIR or NEGATIVE DECLARATION pursuant to applicable standards, and (b) have been avoided or mitigated pursuant to that earlier EIR or NEGATIVE DECLARATION, including revisions or mitigation measures that are imposed upon the proposed project, nothing further is required. Environmental Impact Report No . 94-9, SCH # 94091018 , with comments and responsesn6 record of the project is available to the General Public at: City of Huntington Beach Department of Planning 2000 Main Street, Huntington Beach, CA 9 48 March 21 2005 Date of Final Action Signature Title DEPUTY ETED APR 0 5 2005 TOM DALY, CLER Recorded in Official Records , Orange County Tom Daly , Clerk -Recorder 1111111 IIIII IIIII IIIII 1111111111 IIIII IIIII IIIII IIIII 11111111111111111143.00 200585000354 10:30am 04105105 ORDE DEPUTY G Wledel\TIME SHARES\NODFORM (11-1-04) DOC 90 63 Z01 0.00 43 .00 0.00 0.00 0.00 0.00 0.00 0.00 • STATE OF CALIFORNIA - THE RESOURCES AGENCY DEPARTMENT OF FISH AND GAME ENVIRONMENTAL FILING FEE CASH RECEIPT DFG 753 5a (8-03) Lead Agency CIT County I State Agency of Filing- 0 2Prolb Ale. Project Applicant Name Project Applicant Address 8 B8Rl alk 6k CD . 12a ES TGr Project Applicant (check appropriate box) CHECK APPLICABLE FEES: ( Q) Environmental Impact Report Negative Declaration Co C CL' CD C) Q CD C-D af CDCD CD C w U-1 ro CLC CD r•7CJ o=-1 ir! CDCD 4- CD .--t U >-- R.) C) r.-)-s- Application Fee Water Diversion (State Water Resources Control Board Only) Projects Subject to Certified Regulatory Programs County Administrative Fee Project that is exempt from fees TOTAL Signature and title of person receiving payment. WHITE-PROJECT APPLICANT YELLOW-DFG/FASB .J (S7?-4 L cP,q # LOW • 252375 Date - J- /W s ocumen o.-S Phoo N mbei:53p-5Z 7 G4-92&(at) Other pecial District Entity 0 Local Public Agency 11 School District 1 StateAgencyE]Private r, ("1 - I ...!LU CC H- (M la S `= CL C)-4 --J-J -D -ice CJ I- LL -,__J o- 1-I PINK-LEAD AGENCY i CD a) o i r•-) U_ $850.00 $1,25000 $850 00 $850 00 ECEIVED $ GOLDENROD-STATE AGENCY OF FILING C7CD J_ t C)CD .I U)1 w O I r•-7 O U L -ItICMIiC _ Q Q) L IIn (J) 6 L. I r•-) T--I I ,=oC -01 `) O)1I DJ I CU Co co 6- I LO 0 I 1 CL I QJ I-_ L L0 L=) ro L_-1- 0 Iy LL_ =I i:D UI C) W I I O) ^J'CC 03 I CJCL'I aZ# 4-1 (3) U C-1 r-= ICJ ! > I C1) C) tr) ate)Cf l r_-.t , w i l r4,-^ICDI ^i H-1 i C3 Cd_ CALIFORNIA DEPARTMENT OF FISH AND GAME CERTIFICATE OF FEE EXEMPTION De Minimis Impact Finding Project Title : General Plan Amendment No. 03-03, Zoning Text Amendment No. 03-03, Local Coastal Program Amendment No. 03-02 (Downtown Specific Plan-Timeshares). Proiect Location : Downtown Specific Plan, Districts Nos. 7 & 9 (North side of Pacific Coast Highway between First Street and Beach Blvd.) City of Huntington Beach, County of Orange. Proiect Descri tion : Amend the General Plan, Downtown Specific Plan and Coastal Element to add timeshares a permitted use in Districts 7 & 9. Findin s of Exem tion: The City of Huntington Beach has prepared an initial study for the project to evaluate the potential for adverse environmental impacts and has determined the following: There is no evidence before the City of Huntington Beach Planning Department that the proposed project has any potential for individual or cumulative adverse effects on wildlife resources, as defined in Section 711.2 of the Fish and Game Code. Certification: I hereby certify that the public agency has made the above finding and that the project will not individually of cumulatively have an adverse effect on wildlife resources, as defined in Section 711.2 of the Fish and Game Code. FILED By APR 0 5 2005 TOM DAL , ERK- ECORDER By DEPUTY POSTED APR05 2005 TOM DALY, C R -RE RDER DEPUTY Howard Zelefs Planni Director By: D Si ature 4 J Lluc, Title Ci of Huntin on Beach Lead Age y Date G Wledel\TIME SHARES\NODFORM (11-1-04) DOC "TC zIVED MAR 2 5 ?004City ofyuntin t MEMORANDUM TO: ROSEMARY MEDEL FROM : SHAWN K. MILL BERN SUBJECT : NOTICE OF DETERMINATION FILING FEE APPROVAL OF TIMESHARE USE AT 3'D HOTEL SITE DATE : 3/25/2005 CC: Please find enclosed a check in the amount of $43.00 payable to the County of Orange for the filing fee associated with the Notice of Determination per your request. (Due to the holiday period I was unable to have a company check prepared in time, so the check enclosed is a personal check.) 0 LOG NUMBER (-/ _7 /U q 1J Executive Express 1-800-540-0600 ORANGE CO. RIVERSIDE CO.LONG BEACH (949) 852-0600 (909) 275-0600 (562) 437-0600 LOS ANGELES CO. LOS ANGELES CO. SAN DIEGO CO. (3'110) 558-0800 (213) 272.2086 (619) 280-0600 CUSTOMER CODE A IZED BY ,L Type of Service-Please MarkBe w SPRINT: Package is picked up a delivered directly or as soon as possible. SPECIAL: Package Is picked up and delivered within three hours. - STANDARD: Package is picked up and delivered within five hours. MID-DAY: Package ready by 11:00 a.m. will be delivered the same day by 5:00 p.m. OVERNIGHT: Package ready for pick up by 5:00 p.m. will be delivered the following day by noon. ROUTE: Pre-schedule contract service. Charge To:k,}17 : RT ,PAYER +Name fi..,. Address 44i''hc'0IM hi ACH{ CA: L9t2660Y Pick-Up Location: Name C'A F. Al r- A C' A r" l n0 I r- `#1 s t v I I- I 1>.d I %V v.0 Address City Deliver To:u / 7 7 4 7,! Name / 2 n , ,-; 1 (> t/17 I``./3t-d (f11 Address ECEIVED BY P 1t?EASStflftGlBL t 61 tf TITLE v RETURN SIGN SPECIAL INSTRUCTIONS E/C'I r j VER }Q.NOT WRITE37 SPACE BELOW DEL. CHG. RETURN WT. TM. LBS MISC. Total Charge "Our liability for loss or damage to items described hereon is limited to $250.00. The max-imum liability stated herein may be increased by notifying Executive Express Inc. in advance that the items to be delivered have a value In excess of $250. at a cost of $2 per $100 value declared In excess of $250. We shall make all reasonable effort for prompt delivery but assume no responsibility for delivery at a given lime or loss arising from late delivery." RECEIVER t/ 72 7 J--T1 ( ,rl P/ i1 'J JY- A A) Council/Agency Meeting Held:., Ad- Deferred/Continued to: 01r Approved Conditionally Approved Denied ury y er Sign re Council Meeting Date: March 21, 2005 Departmen Number: CITY OF HUNTINGTON BEACH REQUEST FOR CITY COUNCIL ACTION SUBMITTED TO: SUBMITTED BY: PREPARED BY: SUBJECT: HONORABLE MAYOR AND CITY COU IL MEMBERS PENEL PE CU RETH-GRAFT, City d inis or HOWARD ZELEFSKY, Director of Plannin PL05-11 $iy4°aq cmrmSm APR 0 8 2005 T City of H ngtd Beach _r0 APPROVE GENERAL PLAN AMENDMENT NO. 03-03, LOCAL c- COASTAL PROGRAM AMENDMENT NO. 03-02, AND ZOFM1Gy' TEXT AMENDMENT NO. 03-03 (DOWNTOWN SPECIFIC PLAN- TIMESHARES). Statement of Issue, Funding Source, Recommended Action, Alternative Action(s), Analysis, Environmental Status, Attachment(s) Statement of Issue: Transmitted for your consideration is a request by the Robert Mayer Corporation to amend the City of Huntington Beach General Plan Land Use Element, Downtown Specific Plan (DTSP) and Local Coastal Program to permit timeshares in the Commercial Visitor land use catego ry and specifically within Districts 7 and 9 of the DTSP. The Planning Commission is recommending approval of the project because timeshares are compatible with and will complement other visitor serving uses in the downtown area. The Planning Commission's action included additional text changes to the DTSP to re-enforce existing Local Coastal Program policy regulating timeshares in the Coastal Zone. Staff is in agreement with the Planning Commission's modifications and recommends the City Council approve the request (Recommended Action). Fundin Source : Not applicable. REQUEST FOR CITY COUNCIL ACTION MEETING DATE: March 21, 2005 DEPARTMENT ID NUMBER: PI 05-11 Recommended Action: PLANNING COMMISSION AND STAFF RECOMMENDATION: Motion to: 1. "Approve General Plan Amendment No. 03-03 by adopting Resolution No.VXE-1 (Attachment No. 1)," and 2. "Approve Zoning Text Amendment No. 03-03 with findings (Attachment No. 2) and adopt Ordinance No. an ordinance amending the Downtown Specific Plan to permit timeshares within Districts 7 and 9," and 3. Approve Local Coastal Program Amendment No. 03-02 with findings (Attachment No. 4 and adopt the attached Resolution No. - YE - a resolution amending the Local Coastal Program and requesting certification by the California Coastal Commission (Attachment No. 5)." Plannin Commission Action on Februa 8 2005: THE MOTION MADE BY LIVENGOOD, SECONDED BY SCANDURA, TO APPROVE GENERAL PLAN AMENDMENT NO. 03-03 BY APPROVING THE DRAFT RESOLUTION AND FORWARD TO THE CITY COUNCIL FOR ADOPTION ; APPROVE ZONING TEXT AMENDMENT NO. 03-03 WITH FINDINGS BY APPROVING THE DRAFT ORDINANCE AND FORWARD TO THE CITY COUNCIL FOR ADOPTION; AND APPROVE LOCAL COASTAL PROGRAM AMENDMENT NO. 03-02 WITH FINDINGS BY APPROVING THE DRAFT RESOLUTION AND FORWARD TO THE CITY COUNCIL FOR ADOPTION (ATTACHMENT NOS. 1-5) CARRIED BY THE FOLLOWING VOTE: AYES: LIVENGOOD, SCANDURA, RAY, BURNETT, FURHMAN NOES: DINGWALL ABSENT: DWYER ABSTAIN: NONE MOTION PASSED Alternative Action s : The City Council may make the following alternative motion(s): 1. "Deny General Plan Amendment No. 03-03, Local Coastal Program No. 03-02 and Zoning Text Amendment No. 03-03 with findings for denial." 2. "Continue General Plan Amendment No. 03-03, Local Coastal Program No. 03-02 and Zoning Text Amendment No. 03-03 and direct staff accordingly." PL05-1IGPA03-03Timeshares -2- 31212005 1:45 PM REQUEST FOR CITY COUNCIL ACTION MEETING DATE: March 21, 2005 DEPARTMENT ID NUMBER : PL05-11 Analysis: A. PROJECT PROPOSAL: Applicant: Shawn Milbern, The Robert Mayer Corporation, 660 Newport Center Drive, Suite 1050, Newport Beach, CA 92660. Location: Downtown Specific Plan, District Nos. 7 and 9 (North side of Pacific Coast Highway between First Street and Beach Blvd.) General Plan Amendment No. 03-03 represents a request to amend the Huntington Beach General Plan (Attachment No. 1) pursuant to California Planning, Zoning and Development laws and the Huntington Beach General Plan as follows: A. Amend the Land Use Element to add "timeshares" as a permitted use within the Commercial Visitor (CV) land use category (Attachment No. 1 - pg. II-LU-25 of the General Plan) and within Subareas 4C - PCH/First Street and 4D - Wate rfront (Attachment No. 1 - pg. Il-LU-54 of the General Plan). B. Amend the Land Use Element reference to "overnight accommodations" for the Commercial General (CG) land use category (Attachment No. 1 - pg. II-LU-25 of the General Plan) to match the wording in the CV category, i.e. hotels/motels, timeshares. Timeshares are currently a permitted use within the CV and CG land use districts of the Huntington Beach Zoning and Subdivision Ordinance (ZSO). The proposed General Plan Amendment would make the General Plan consistent with the ZSO in this regard. Zonin Text Amendment No. 03-03 represents a request to change the Downtown Specific Plan (DTSP -SP5) (Attachment No. 3 pg. 4 of the DTSP) pursuant to Section 247.02 of the Huntington Beach ZSO as follows: A. Amend DTSP Section 4.0.04 Definitions to include a definition of "timeshares" (Attachment No. 3-pg 4 of the DTSP). B. Amend DTSP District 7, Section 4.9.01 Permitted Uses, and District 9, Section 4.11.01 Permitted Uses to allow "timeshares" as a permitted use subject to a conditional use permit from the Planning Commission (Attachment No. 3-pgs. 51 & 56 of the DTSP). The purpose of Downtown Specific Plan District 7 (location of approved Pacific City project) is to provide commercial facilities to serve seasonal visitors to the beaches as well as to serve local residents on a year round basis. The purpose of District 9 (Waterfront) is to encourage large, coordinated development that is beach-oriented and open to the public for both commercial and recreational purposes. The result of the proposed amendments PL05-11 GPA03-03Timeshares -3- 31212005 1:45 PM REQUEST FOR CITY COUNCIL ACTION MEETING DATE: March 21, 2005 DEPARTMENT ID NUMBER : PI 05-11 would be the possibility of timeshares in the visitor serving portions of the Pacific City and Waterfront projects. Local Coastal Pro ram Amendment No. 03-02 represents a request to amend the City's Local Coastal Program (Attachment No. 5) pursuant to Section 247.16 of the ZSO as follows: A. Amend the Commercial General (CG) land use category of Typical Permitted Uses on Table C-1 of the Coastal Element (Attachment No. 5 - pg. IV-C-26 of the LCP) by deleting the reference to "overnight accommodations" and adding "hotels/motels, timeshares." B. Amend the Commercial Visitor (CV) land use category of Typical Permitted Uses on Table C-1 of the Coastal Element (Attachment No. 5 - pg. IV-C-26 of the LCP) and Subareas 4C - PCH/First Street (Attachment No. 5.5 - pg. IV-C-37 of the LCP) and 4D - Waterfront (Attachment No. 5 - pg. IV-C-38 of the LCP) to add "timeshares" as a permitted use. C. Modify Coastal Element Policy C 3.2.4 to add reference to the allowance of "timeshares" in the Commercial Visitor (CV) District (Attachment No. 5 - pg. IV-C-108 of the LCP). D. Incorporate the changes reflected in Zoning Text Amendment No. 03-03. The Coastal Element currently allows timeshares in the CG and Mixed Use Districts. The proposed Local Coastal Program Amendment (LCPA) would also allow timeshares in the CV District and specifically within Districts 7 and 9 of the DTSP. The LCPA will be forwarded to the California Coastal Commission for final approval after being acted on by the City Council. The applicant is requesting approval of the proposed amendment to allow for greater flexibility in reaching the visitor serving market. No development of timeshares is proposed at this time. This action represents only the legislative process that is subject to City Council and California Coastal Commission approval. If adopted, it will enable development proposals to be processed in the future for these two areas of the Downtown Specific Plan. B. PLANNING COMMISSION MEETING: On January 25, 2005, the Planning Commission held a study session to discuss the proposed amendments. The Planning Commission requested information addressing parking ratios comparing hotels to timeshares as well as information on the economic impact of timeshares on the City's Transient Occupancy Tax. On Februa ry 8, 2005, the Planning Commission held a public hearing on the proposed requests. Three speakers spoke in favor of the project. The Planning Commission discussed various aspects of the request including PL05-1 I GPA03-03Timeshares -4- 3/2/20051:45 PM REQUEST FOR CITY COUNCIL ACTION MEETING DATE: March 21, 2005 DEPARTMENT ID NUMBER : PI 05-11 affect on City revenue, information on the background studies, and the implications of allowing timeshares as part of a master planned development. The Planning Commission recommended additional text modifications to mirror the language of Coastal Element Policy 3.2.4 to regulate the operation of timeshares and voted to recommend approval of the subject entitlements and forward to the City Council. C. STAFF ANALYSIS AND RECOMMENDATION: The primary issues associated with this request are land use compatibility, conformance with the Local Coastal Program and the economic impact of timeshares in the context of City revenue impacts. Additional analysis and discussion related to general timeshare characteristics, including parking demand, is provided in the Planning Commission staff report (Attachment No. 6). Compatibility Timeshares are currently permitted in the CG and Mixed Use Districts (MH and MV) of the Coastal Element and the CG and CV Zones of the ZSO citywide. One objective of these districts is to provide for overnight accommodations for coastal and other visitors to the City. The City's existing CV land use category allows for hotels/motels and "similar uses oriented to coastal and other visitors to the City." The inclusion of timeshares in the CV category is consistent with the existing General Plan Land Use and Coastal Element language of "similar uses oriented to coastal and other visitors." Timeshares are designed to serve the visitor market, and the primary reason to locate a timeshare in Huntington Beach is the attraction of the coastal resources. Timeshares have a similar appearance and function as hotels. Thus, from a land use compatibility perspective, the allowance of timeshares would not result in any land use issues different than the currently permitted hotel use, which is a compatible use within Districts 7 and 9 of the DTSP and surrounding area. Coastal Issues Coastal Policy places a high priority on visitor serving uses, providing public access to coastal resources and ensuring adequate amounts of recreational opportunities within the coastal zone such that existing resources, e.g. beaches, are not overly impacted. Staff believes that timeshares fulfill the intended goal of providing visitor serving uses within the Coastal Zone. In addition, development of a timeshare project would be required to comply with the development standards contained in the DTSP, which address both access and open space/recreational amenities. The City's existing Coastal Element policy on timeshares specifies that at least 25% of timeshare units be reserved for transient overnight accommodations, i.e. hotels, during the summer season. The Coastal Commission included this requirement to ensure that at least 25% of the units/rooms would be available to the general public as opposed to only being available to timeshare owners. The intent of this is to ensure that coastal resources are available to be enjoyed by the general public. The proposed LCPA does not change the PL05-1IGPA03-03Timeshares -5- 312120051:45 PM REQUEST FOR CITY COUNCIL ACTION MEETING DATE: March 21, 2005 DEPARTMENT ID NUMBER : PL05-11 25% requirement. Moreover, as noted above the Planning Commission's action included adding the criteria of the City's existing LCP policy to the DTSP. Thus, the DTSP would clearly state that timeshares must meet the 25% availability requirement and operate similar to a hotel. Additionally, a timeshare project would be required to demonstrate specifically how the 25% requirement would be satisfied. The draft amendment language does require that timeshares be part of a master planned development. This provides flexibility in meeting the 25% hotel requirement during the summer season. As an example, if a timeshare project were built on the third site within the Waterfront Master Plan, then a total of 25% of those units would need to be available for overnight accommodations (similar to a hotel operation) during the summer months. This 25% total could be entirely within the timeshare project, or a portion or all could be within the existing Waterfront Hilton or Hyatt hotels since they are part of a master plan. Based on industry trends, up to approximately 20% of a timeshare's units are not used by the timeshare owners at any given time and are available for overnight rental. As noted, the primary reason for the 25% requirement is the importance that the Coastal Commission places on public access to coastal resources. The City of Huntington Beach has been exemplary in providing public access to beach visitors. This effort is demonstrated in the DTSP area with the availability of 2,100 beach parking spaces and another 811 spaces within the City's Main Promenade parking structure. Further, in total there are more than 10,400 public parking spaces available for beach visitors in the City's Coastal Zone (Attachment No. 8). The City also continues to add to its stock of visitor serving accommodations through approval of commercial development within the Coastal Zone, including the recently approved Pacific City project and The Strand, a mixed-use project with a hotel currently under construction. In reviewing the subject request, staff evaluated other potential sites in the Coastal Zone and nearby vicinity that might be conducive to timeshare projects and other visitor serving commercial uses. However, there are limited commercial and mixed use zoned parcels in the Coastal Zone that would meet the current industry site standards for resort development and thus be conducive to a timeshare project. In addition to Districts 7 and 9, there is one other property in the Coastal Zone that is large enough to be att ractive for this type of development. Located at the northwest corner of PCH and Goldenwest, the Aera property is expected to remain in oil production for the next 20 years. In terms of areas near but outside the coastal zone, the Huntington Beach ZSO currently allows timeshares in the CG and the CV Zones, but the majority of the commercial sites outside the Coastal Zone are developed. For these reasons Districts 7 and 9 appear to be the best opportunity for the inclusion of timeshares within the Coastal Zone thereby allowing the City to diversify its inventory of overnight accommodations. Economic Issues Various studies conducted by industry experts indicate that the timeshare market continues to grow, as does the demand for desirable locations and a variety of visitor accommodation PL05-1IGPA03-03Timeshares -6- 31212005 1:45 PM REQUEST FOR CITY COUNCIL ACTION MEETING DATE: March 21, 2005 DEPARTMENT ID NUMBER: PLO5-11 products. A 2001 Timeshare Industry Report Update prepared for the Economic Development Department concludes that there is a demand for timeshare units in Huntington Beach, particularly near the beach and downtown areas. Although there are no timeshare developments located within the City of Huntington Beach, the City has 19 hotels and motels with a total of 1,712 guest rooms. A study prepared by PKF Consulting analyzed the hotels in the Huntington Beach and Sunset Beach area and concluded that there was an adequate supply of transient visitor accommodations in the area (Attachment No.9). The addition of timeshares would diversify the City's inventory of overnight accommodations. In this competitive tourism market, the studies indicate that the timeshare industry has evolved to be a positive economic impact for cities and that cities should view the inclusion of timeshares as a potential revenue source. One of the economic benefits for cities allowing timeshares is that vacation ownership resorts typically enjoy a significantly higher occupancy than corresponding hotels because: 1) vacations are pre-paid; 2) timeshare owners participate in exchange programs at premium locations; and 3) rental of unused timeshares are typically marketed aggressively through a national reservation system. The average timeshare owner stays 7.3 days in the resort area while the average hotel stay is approximately 2 to 3 days. The average number of occupants in a timeshare unit is approximately 3.3 visitors, while the average in a hotel is approximately 2.1 visitors per room (Source: Price WaterhouseCoopers, Economic Impacts of the Timeshare Industry on the U.S. Economy, 2004). This results in more sales tax revenue associated with timeshare stays. A 2001 study indicates that occupants of timeshare units often spend more than hotel guests per week' stay. Occupancy rates of timeshare projects also tend to be more stable throughout the year than those of hotels. This will provide a benefit to the City's downtown area by creating stronger demand in the shoulder (i.e., spring, fall) and winter seasons. Transient Occupancy Tax/City Revenue Municipal Code Chapter 3.28, Uniform Transient Occupancy Tax (TOT), regulates occupancy tax citywide. The City has the ability to levy a tax on the privilege of occupying a room or rooms in a hotel, inn, tourist home or house, motel, or other lodging. The ordinance (and provisions in State law) does not enable the City to collect TOT on timeshares that are occupied by timeshare owners. However, when timeshare units are not used by timeshare owners but are instead rented to the public as hotel rooms, a TOT tax would be collected. The City of Huntington Beach has a TOT of 10%. The TOT rate is established by each city, with 10% being a typical Orange County rate. Anaheim has the highest Orange County rate at 14%, while Costa Mesa has the lowest at 6-8%. In 2000 Huntington Beach received $2.4 million of TOT from its hotel and motel rooms. In 2002, the City amended the TOT Allocation. The intent of this amendment was to expand the Main Pier Redevelopment Sub-area in anticipation of the future development of the Wate rfront and the Strand hotel projects as well as the beachfront resort district. Under the provisions of these ordinances, the Redevelopment Agency receives 60% of the TOT from the hotels developed on the Wate rfront site in the Main Pier Redevelopment Sub-area with PL05-1IGPA03 -03Timeshares -7- 312120051:45 PM REQUEST FOR CITY COUNCIL ACTION MEETING DATE: March 21, 2005 DEPARTMENT ID NUMBER: PL05-11 the remaining 40% going to the City. The purpose of this allocation is to assist the Redevelopment Agency in meeting the financial obligations that facilitated the hotel development. As discussed at the Planning Commission public hearing, the potential loss of TOT revenue in comparison to a traditional hotel use could be offset by the increase in property tax revenue. Timeshares typically have a higher assessed valuation because they are assessed based on the sales of the individual timeshare units. The applicant has provided a sample calculation comparing the existing Hyatt Regency with a timeshare development (Attachment No. 10). The table shows that the increased property tax revenue associated with the timeshare use offsets the loss in TOT revenue. Staff believes that a significant number of traditional hotel rooms would continue to be available in Districts 7 and 9, with a minimum of 813 in District 9 alone. It should also be noted that The Strand development, currently under construction, includes a hotel, which adds to the overall supply of hotel rooms, and TOT, in the downtown area. D. SUMMARY The proposed amendments would provide the ability for applicants to request consideration of a timeshare project within Districts 7 & 9 of the Downtown Specific Plan. From an implementation perspective, the result of the proposed amendments would be the possibility of timeshares in the visitor serving portions of the Pacific City and Waterfront projects. Before any timeshares could be constructed, the Planning Commission would have the opportunity to review each development proposal for consistency with the City's development standards. Staff recommends that the City Council approve General Plan Amendment No. 03-03, Local Coastal Program Amendment No. 03-02, and Zoning Text Amendment No. 03-03 based on the following: 1. The land use is compatible with existing uses in the Downtown Specific Plan. 2. The inclusion of timeshares complements other visitor serving uses in the downtown area and is consistent with Coastal Zone policies. 3. The addition of timeshares will potentially add to the economic vitality of the City through increased sales and property tax revenue and diversification of accommodations. Environmental Status: The Environmental Assessment Committee reviewed Environmental Assessment No. 03-03 for conformity with the California Environment Quality Act and concluded that all potentially significant effects related to the proposal to allow timeshares in the CV land use category were analyzed and adequately addressed in EIR No. 94-1, prepared for the comprehensive update of the General Plan. Therefore, no further review is required. PL05-11GPA03-03Timeshares -8- 312120051:45 PM REQUEST FOR CITY COUNCIL ACTION MEETING DATE: March 21, 2005 DEPARTMENT ID NUMBER : PI 05-11 Attachment s : . 1. Resolution for General Plan Amendment No. 03-03 m Zoos-/y 2. Findings for Approval of Zoning Text Amendment No. 03-03 3. Ordinance for Zoning Text Amendment No. 03-03 6'°-ti 4. Findings for Approval of Local Coastal Plan Amendment No. 03-02 5. Resolution for Local Coastal Plan Amendment No. 03-02 26 •a r 6. Planning Commission Staff Report dated February 8, 2005 7. Planning Commission Minutes dated February 8, 2005 8. Coastal Element-Table C-3 Public Parking Opportunities 9. Study of Hotel Supply by /'JZF Consulting 10. Hyatt Regency Huntington Beach Resort and Spa 2004 Tax Revenues 11. Power Point Presentation RCA Author: Rosemary MedeUMary Beth Broeren PL05-1IGPA03 -03Timeshares -9- 31212005 1:45 PM CITY OF HUNTINGTON BEACH 2000 MAIN STREET CALIFORNIA 92648 OFFICE OF THE CITY CLERK JOAN L. FLYNN CITY CLERK April 7, 2005 Shawn Milbern The Robert Mayer Corporation 660 Newport Center Dr., Ste. 1050 Newport Beach, CA 92660 Re: NOTICE OF ACTION - Permit Timeshares within Districts 7 and 9 Dear Mr. Milbern: The City Council of the City of Huntington Beach at its regular meeting held Monday, March 21, 2005 took action on the following Public Hearing: Public Hearing to Consider Approval of General Plan Amendment No. 03-03, Zoning Text Amendment No. 03-03 and Local Coastal Program Amendment No. 03-02 Downtown Specific Plan - to Permit Timeshares within Districts 7 and 9 (Nort h Side of Pacific Coast Highway, between Beach Boulevard and First Street) - Applicant, Robert Mayer Corporation, - Adopt Resolution Numbers 2005-19 and 2005-20 - Approve for Introduction Ordinance No. 3702 and Adopted On April 4, 2005 effective immediately upon certification of the California Coastal Commission. The action agenda pages 9 and the approved as amended Suggested Findings & Conditions of Approval are enclosed. If you have any questions regarding this matter, please contact my office at (714) 536-5227. Sincerely, &-j 0- Joan L. Flynn City Clerk Enclosure: Suggested Findings and Conditions of Approval Action Agenda Pages 9 cc: Howard Zelefsky, Planning Director Scott Hess, Planning Manager Rosemary Medel, Associate Planner (Telephone: 714.536-5227) FINDINGS FOR APPROVAL ZONING TEXT AMENDMENT NO. 03-03 FINDINGS FOR APPROVAL - ZONING TEXT AMENDMENT NO. 03-03: 1. Zoning Text Amendment No. 03-03 to amend the Downtown Specific Plan, specifically Districts 7 and 9, to include timeshares as a permitted use and add a definition of timeshares is consistent with the objectives, policies, general land uses and programs specified in the General Plan because the achievement of diverse land uses will sustain the City's economic viability, while maintaining the City's environmental resources and scale and character. 2. In the case of a general land use provision, the zoning text amendment is compatible with the uses authorized in, and the standards prescribed for the zoning district for which it is proposed. Districts 7 and 9 currently allow for hotels, and timeshares are permitted in the Commercial Visitor and Commercial General districts elsewhere in the City. Timeshares are a visitor- serving use that is compatible within hotels and visitor serving areas. 3. A community need is demonstrated for the change proposed. The allowance of timeshares in the Downtown Specific Plan will strengthen and diversify the economic base of the City's primary tourist node. Further, an adequate and substantial availability of overnight transient accommodations has been shown to exist within the City providing adequate access to the coastal area. Also, an increase in such accommodations is reasonably expected to occur in the future that will accommodate growth in the number of visitors to the City's coastal zone. 4. Its adoption will be in conformity with public convenience, general welfare and good zoning practice. Timeshares are very similar in use to hotels, which are already a permitted use. The allowance of timeshares will not result in any negative impacts to the community or adjacent uses. FINDINGS FOR APPROVAL LOCAL COASTAL PROGRAM AMENDMENT NO. 03-02 FINDINGS FOR APPROVAL - LOCAL COASTAL PROGRAM NO. 03-02: 1. Local Coastal Program Amendment No. 03-02 amends the City's certified Local Coastal Program to allow timeshares in the Commercial Visitor Land Use Category and within Subareas 4C and 4D, change the reference to overnight accommodations in the Commercial General Land Use Category to reflect hotels, motels and timeshares and in accord with Zoning Text Amendment No. 03-03 to allow timeshares within Districts 7 and 9 of the Downtown Specific Plan. The change is consistent with the Local Coastal Program because timeshares are similar to the hotel use that is already permitted within these areas. 2. Local Coastal Program Amendment No. 03-02 is in accordance with the policies, standards and provisions of the California Coastal Act by enhancing the variety of visitor serving uses and increasing the tourism potential from a larger market base. 3. The amendments conforms with the public access and public recreation policies of Chapter 3 of the California Coastal Act because timeshares are a visitor serving use subject to the amenity standards of hotels and required to maintain public access to coastal recreation uses. (9) April 4, 2005 - Council/Agency Agenda - Page 9 Refund Expense Account No. 70730101.69365 (contractual services) to fund the amendment to the agreement. Submitted by the City Attorney and the Finance Officer. Funding Source: Property Tax Override Refund Undesignated Fund Balance (Fund 707 - Fiscal Impact Statement attached). Mayor Pro Tem Sullivan asked for clarification on funding. Amended Recommended Action to request a written report be given to Council on how process is going, how many protests submitted to City, how many appeals to Hearing Officer, final resolution, how many unresolved, etc. Approved as amended 7 - 0 F. Administrative Items - None G. Ordinances G-1. Ordinance for Adoption G-1a. (City Council) Adopt Ordinance No. 3702 Amending the Downtown Specific Plan of the City of Huntington Beach (Timeshares) - Ordinance No. 3702 (450.30) "An Ordinance of the City of Huntington Beach Amending the Downtown Specific Plan of the City of Huntington Beach." (Approved for introduction at the Public Hearing on March 21, 2005.) Recommended Action: After the City Clerk reads by title, adopt Ordinance No. 3702, by roll call vote. Adopted 5 - 2 (Sullivan, Cook No) G-2. Ordinance for Introduction G-2a. (City Council) Approve for Introduction Ordinance No.3704 Amending Chapter 5.64 of the Huntington Beach Municipal Code Relating to Administrative Expenses for Bingo Games (570.10) - Ordinance No. 3704 - "An Ordinance of the City of Huntington Beach Amending Chapter 5.64 of the Huntington Beach Municipal Code Relating to Administrative Expenses for Bingo Games." Recommended Action: After the City Clerk reads by title, approve for introduction Ordinance No. 3704, by roll call vote. Approved 6 -1 (Sullivan No) H. City Council/Redevelopment Agency Items H-1 a. Submitt ed by Councilmember Gil Coerper (City Council) Approve and Communicate to State Assemblyman Tom Harman the City's Position to Oppose Assembly Bill 991 (DeVore) which would Change the Structure of the Orange County Vector Control Board of Trustees and Approve Adoption of Alternate Resolution (120.70) Communication from Councilmember Gil Coerper transmitting the following Statement of Issue: Last month, the Orange County Vector Control District (OCVCD) called to order their 7000' meeting-almost 60 years of serving the people of Orange County. As the county grew and new cities came into existence, each city had an appointed trustee to represent its interests. The Board (6) March 21, 2005 - Council/Agency Agenda - Page 6 C-3. City Treasurer's Report C-3a. (City Council) Review and Accept Shari Freidenrich, City Treasurer's January 2005 Investment Summary Report Titled City of Huntington Beach Summary of City Investment Portfolio, Bond Proceeds, and Deferred Compensation Activity (310.20) Communication from City Treasurer Shari Freidenrich transmitting the Monthly Investment Report for January 2005. Recommended Action: Motion to: Review and accept the monthly investment report. Following review of the report, by motion of Council, accept the Monthly Investment Report Summary of Investment Portfolio, Bond Proceeds, and Deferred Compensation Activity for January 2005, pursuant to Section 17.0 of the Investment Policy of the City of Huntington Beach. Approved 6 - 0 (1 - Green out of room) D-1. City Council) Public Hearing to Consider Approval of General Plan Amendment No. 03- , Zoning Text Amendment No. 03-03 and Local Coastal Program Amendment No. 03-02 Downtown Specific Plan - to Permit Timeshares within Districts 7 and 9 (North Side of Pacific Coast Highway, between Beach Boulevard and First Street) - Applicant, Robert Mayer Corporation, - Adopt Resolution Numbers 2005-19 and 2005-20 - Approve for Introduction Ordinance No. 3702 (450.30) Communication from the Planning Director. Applicant: Robert Mayer Corp., Shawn Milbern Request : To amend the Huntington Beach General Plan Land Use Element, Huntington Beach Coastal Element (Local Coastal Program), and Downtown Specific Plan (DTSP) to permit "timeshares" as an allowed use subject to a conditional use permit from the Planning Commission within District 7 (Visitor-Serving Commercial) and District 9 (Commercial Recreation) of the Downtown Specific Plan. Location: Downtown Specific Plan Districts 7 & 9 (north side of Pacific Coast Highway between Beach Blvd. and First Street.) Robert Mayer Corporation. Environmental Status: Notice is hereby given that an initial environmental assessment for this agenda item was processed and completed in accordance with the California Environmental Quality Act. It was determined that although the proposed project could have a significant effect on the environment, because all potentially significant effects have been analyzed adequately in an earlier EIR No. 94-1 pursuant to applicable standards, and have been avoided or mitigated pursuant to that earlier EIR No. 94-1, nothing further is required. The environmental impact report is on file at the City of Huntington Beach and is available for public inspection as described below. (7) March 21, 2005 - Council/Agency Agenda - Page 7 ON FILE: A copy of the proposed request is on file in the City Clerk's Office, 2000 Main Street, Huntington Beach, California 92648, for inspection by the public. A copy of the staff report will be available to interested parties at the City Clerk's Office on Thursday, March 17, 2005. ALL INTERESTED PERSONS are invited to attend said hearing and express opinions or submit evidence for or against the application as outlined above. If you challenge the City Council's action in court, you may be limited to raising only those issues you or someone else raised at the public hearing described in this notice, or in written correspondence delivered to the City at, or prior to, the public hearing. If there are any further questions please call the Planning Department at 536-5271 and refer to the above items. Direct your written communications to the City Clerk. 1. Staff report 2. City Council discussion 3. Open public hearing 4. Following public input, close public hearing PowerPoint titled Timeshares GPA 03-03, LCP 03-02, ZTA 03-03 Applicant: The Robert Mayer Corporation Date: March 21,2005 is included in the agenda packet. Recommended Action: Planning Commission and Staff Recommendation: Motion to: 1. Approve General Plan Amendment No 03-03 by adopting Resolution No. 2005-19 - "A Resolution of the City Council of the City of Huntington Beach Approving General Plan Amendment No. 03-03" (Attachment No. 1); and 2. Approve Zoning Text Amendment No. 03-03 with findings (Attachment No. 2) and after the City Clerk reads by title, approve for introduction Ordinance No. 3702 - "An Ordinance of the City of Huntington Beach Amending the Downtown Specific Plan of the City of Huntington Beach" (Attachment No. 3); and 3. Approve Local Coastal Program Amendment No. 03-02 with findings (Attachment No. 4) and adopt Resolution No. 2005-20 -"A Resolution of the City Council of the City of Huntington Beach Adopting Local Coastal Program Amendment No. 03-02 to Amend the Local Coastal Program Land Use Plan and Implementing Ordinances to Permit Timeshares in the Commercial Visitor Land Use Category and to Reflect Zoning Text Amendment No. 03-03 and Requesting Certification by the California Coastal Commission." (Attachment No. 5) Rosema ry Medel Associate Planner gave PowerPoint presentation . Also referred to Late Communication from Chamber of Commerce supporting recommendations . Council discussion ensued. City Clerk reread Late Communication. Public Hearing opened, one a I' ublic Hearin Approved 5 - 2 (Cook No, Sullivan No) D-2. (City Council) Public Hearing Opened and Continued Open from March 7, 2005 to Consider Appeal Filed by Applicant Mike Padian , Padian Team Consulting, of the Planning Commission's Approval of Mitigated Negative Declaration No. 03-08 - Good Shepherd Cemetery, 8301 Talbert Avenue (N/E Comer of Beach Boulevard and Talbert Avenue) (420.40) HUNTINGTON BEACH 0 CCAMMBRCE March 11, 2005 Honorable Mayor Jill Hardy And Members of the City Council City of Huntington Beach 2000 Main Street Huntington Beach , CA 92648 MAR 42000 City OfHuTtingtonBeach Re: Land Use Change to Allow Timeshares in Districts 7 & 9 of the DTSP City Council Hearing March 21, 2005 Dear Mayor Hardy: The Board of Directors of the Huntington Beach Chamber of Commerce wishes to express our unanimous support for the proposed changes to land use regulations that would allow timeshare use in Districts 7 & 9 of the Downtown Specific Plan. Such a change will allow future development that will benefit the local community and businesses by providing another needed lodging alternative in the City. Additionally, timeshare developments are a modern, growing trend in the travel industry, and offer the benefit of providing a more stable supply of visitors to our City. The City needs to encourage continued development of quality visitor -serving facilities in our community . This proposal takes an import ant step in that direction. We ask you to approve the proposal at your meeting of March 21, 2005 and to continue your support when the matter is reviewed by the California Coastal Commission in the future. Thank you for your consideration. Sincerely, Joyce Riddell President 1 cc: City Administrator Planning Director JR/sj 19891 Beach Blvd, Suite 140 Huntington Beach, CA 92648 (714) 536-8888 Fax (714) 960-7654 ACCFf DIIfD d JE • ACTION AGENDA HUNTINGTON BEACH PLANNING COMMISSION TUESDAY, FEBRUARY 8, 2005 HUNTINGTON BEACH CIVIC CENTER 2000 MAIN STREET, HUNTINGTON BEACH, CALIFORNIA 92648 4:30 P.M. - ROOM B-8 CITY HALL LOWER LEVEL CALL PLANNING COMMISSION MEETING TO ORDER A P P P P P P ROLL CALL: Dwyer, Scandura, Dingwall, Ray, Livengood, Burnett, Fuhrman Commissioner Livengood arrived at 5:00 p.m. AGENDA APPROVAL A. STUDY SESSION ITEMS A-1. INTRODUCTION OF PLANNING DEPARTMENT STAFF - Herb Fauland STAFF PRESENTATION - NO ACTION TAKEN A-2. PARK AVENUE MARINA - Paul DaVeiga STAFF PRESENTATION - NO ACTION TAKEN A-3. DOWNTOWN PARKING MASTER PLAN ANNUAL REVIEW - Ron Santos STAFF PRESENTATION - NO ACTION TAKEN A-4. BROWN ACT/PROPOSITION 59 - Leonie Mulvihill STAFF PRESENTATION - NO ACTION TAKEN A-5. LEAGUE OF CALIFORNIA CITIES PLANNERS INSTITUTE - Steve Ray COMMISSION DISCUSSION - NO ACTION TAKEN B. AGENDA REVIEW UPDATE ON ALL AGENDA ITEMS - Herb Fauland Herb Fauland identified the items scheduled for public hearing and informed the Commission that no new information was received on either item. C. PLANNING COMMISSION COMMITTEE REPORTS - NONE D. PUBLIC COMMENTS - Regarding Study Session portion of Meeting One speaker provided comments on Item No. A-2 (Park Avenue Marina). 6:30 P.M. - RECESS FOR DINNER (05ag0208 Action) • 7:00 P.M. - COUNCIL CHAMBERS PLEDGE OF ALLEGIANCE CALL PLANNING COMMISSION MEETING TO ORDER A P P P P P P ROLL CALL: Dwyer , Scandura, Dingwall, Ray, Livengood, Burnett, Fuhrman AGENDA APPROVAL - APPROVED, 6-0-1(DWYER-ABSENT) A. ORAL COMMUNICATIONS One speaker provided comments on Public Hearing Item No. B-2 (Downtown Specific Plan Timeshares), and one speaker provided comments on condominium conversions. B. PUBLIC HEARING ITEMS B-1. ANNUAL REVIEW OF THE HOLLY-SEACLIFF DEVELOPMENT AGREEMENT NO. 90-1 COMPLIANCE REPORT Applicant: City of Huntington Beach Request: Annual review of the Holly-Seacliff Development Agreement Compliance Report. Location: Approximately 490 acres located between Ellis Avenue on the north, Huntington Street on the east, Edwards Street on the west, and the Seacliff Golf Course on the South. Pro'ect Planner: Mary Beth Broeren STAFF RECOMMENDATION: Motion to: "Determine that the Developer is in compliance with the Holly Seacliff Development Agreement, approve the 2004 Compliance Report and forward to the City Council for review and acceptance." APPROVED AND FORWARD TO THE CITY COUNCIL, 6-0-1 (Dwyer-Absent) B-2. GENERAL PLAN AMENDMENT NO. 03-03 LOCAL COAST PROGRAM AMENDMENT NO. 03-02 ZONING TEXT AMENDMENT NO. 03-03 DOWNTOWN SPECIFIC PLAN-TIMESHARES : Applicant: Robert Mayer Corp., Shawn Milbern Request: To amend the Huntington Beach General Plan Land Use Element, Huntington Beach Coastal Element (Local Coastal Program), and Downtown Specific Plan (DTSP) to permit "timeshares" as an allowed use subject to a conditional use permit from the Planning Commission within District 7 (Visitor-Serving Commercial) and District 9 (Commercial Recreation) of the Downtown Specific Plan. Location: Downtown Specific Plan District 7 & 9 Commercial Visitor District (north side of Pacific Coast Highway between Beach Blvd. and First Street.) Pro'ect Planner: Rosemary Medel STAFF RECOMMENDATION: Motion to: A) "Recommend approval of General Plan Amendment No. 03-03 by approving the draft Resolution and forward to the City Council for adoption;" B) "Recommend approval of Zoning Text Amendment No. 03-03 with findings by approving the draft Ordinances and forward to the City Council for adoption;" and C) "Recommend approval of Local Coastal Program Amendment No. 03-02 with findings by approving the draft Resolution and forward to the City Council for adoption." APPROVED AND FORWARD TO THE CITY COUNCIL, 6-1-1 (Dingwall-No, Dwyer-Absent) (05ag0208 Action) -2- C. CONSENT CALENDAR - NONE. D. NON-PUBLIC HEARING ITEMS - NONE. E. PLANNING COMMISSION ITEMS E-1. PLANNING COMMISSION REQUEST ITEMS - NONE. E-2. PLANNING COMMISSION COMMENTS Commissioner Dwyer - Absent. Commissioner Scandura - Commissioner Dingwall - None. Commissioner Ray - Commissioner Livengood - Commissioner Burnett - Commissioner Fuhrman - F. PLANNING ITEMS F-1. CITY COUNCIL ACTIONS FROM PREVIOUS MEETING Scott Hess Plannin Mana er - reported that no Planning Department items were heard before the City Council on February 7, 2005. F-2. CITY COUNCIL ITEMS FOR THE NEXT MEETING Scott Hess Plannin Mana er - reported on the Planning Department items scheduled before the City Council on February 22, 2005. F-3. PLANNING COMMISSION ITEMS FOR NEXT MEETING Herb Fauland Princi al Planner - reminded the Commission that the regular meeting of February 23, 2005 has been cancelled, and reported on the items scheduled for March 8, 2005. ADJOURNMENT : Adjourn to the next regularly scheduled meeting of March 8, 2005. The February 23, 2005 meeting has been canceled. Agenda approval Dingwall/Scandura 6-0 Oral Co mmunications Paul Cross - opposes timesharess on PCH - not a mecca for weatlthy overnight visitors - construction projects on PCH should be scaled back, discussed current hotel projects, sports complex idle, oldtown mix of SF and commerical - visitation followed by idlness - provide current occupancy rates from Hyatt and Hilton Ray - provide comments during B-2 Chris Zuhmeha - apartment conversion issue and should a response be requested? Contact Scott Hess on complex conversions Oral Comm Closed B-1 HS Disclosures: Scandura/staff, Ray/Staff MBB/Staff report Purpose-developer compliance Background (05ag0208 Action)-3- Analysis Developer completed 980 of improvements Recommendation Forward to CC • Fuhrman - parks not completed? MBB corner of Promendate/Seacliff Minor improvements at Seapoint and Garfield Ray - should items have been completed before this review? MBB - items are tied to permits before issuance - not mandatory prior to report - provisions in development agreement - landscape clean up item - goal is this year Ray - 14th year for review - 15 year review period; does it appear that all requirements will be met? MBB - yes Ray - Areas not developed - plan call for all areas? MBB - no, much of the area within the SP is not covered within the agreement (CHevron, etc.) - smaller parcels within Industrial - not development agreement properties; however, SP remains in place, even when the agreement expires Ray - discussion on extending the deevlopment agreement? MBB - none PUBLIC HEARING ITEM B-1 Bill Holman, PLC, was available for questions. introduced himself, request approval. park improvements, landscape clean up completed this month - undeveloped properties - owner is in sole control of developing that property - PLC holdings, last piece of residential being developed pleasure to work with staff and Commission CLOSED PUBLIC HEARING Scandura/Livengood approve, 6-0 approved B-2 - Timeshares Disclosures: Burnett - driven by site, Fuhrman spoke with staff, Scandura spoke with staff and CC Coerper, Ray visited site and spoke with staff Staff report - Powerpoint Analysis Compatibility Timeshare parking demand Coastal Issues Master Plan Concept Economic Issues General Timeshare Characteristics Transient Occupancy Tax (TOT) Staff Reco mmendation Questions: Dingwall - questions by callers - page 3, 4C and 4D Scratch "timeshares" on page 7 Comparison of Revenues on Att 12 - In a Red Area, property tax goes to the Agency, with a small portion going to the General Fund Duran - when the city needs money, the RED AG can provide funding - separate legal entity Dingwall: %? of property tax Duran - 10% of the 1% Dingwall: 90/10 split? Dingwall - TOT in a RA have the same split? Duran - City gets 40%, Agency gets 60%; Hilton/all goes to the General Fund (05ag0208 Action) -4- Dingwall - sales taxi • Duran - all to city Dingwall - ground lease? Duran - Agency Dingwall/membership, maintenance? Duran - ownership until sold Dingwall - property tax collected annually? - 260 units? Ray - ownership, not membership - those who purchase record a deed - discussed first year collected based on valuation Duran - Assessor says based on the value when sold Dingwall - will not levy transient occupancy tax on Timeshare? Duran - correct - explaination Dingwall - exchange between hotels - troubled by 4 hotels required to maintain 25% occupancy by the CCC during peak season Fuhrman - relationship between Mayer Corp and District 7, and the applicant? Medel - none Fuhrman, page 9 - Master Plan Concept - correlates to final text modifications, why use language that mandates this to be part of a Master Plan? Medel - allow for flexibility (one structure, or spread out) Fuhrman - benefit to the City? for 25% requirement during high season, shifted to the hotel Medel - provide a variety of visitor accomodating uses Fuhrman - not concerned about true timeshare structure on District 9? Medel - land use decision as a Master Plan Concept - is appropriate - the applicant could explain quality of product - will meet 25% requirement Fuhrman - previous definition of timeshare prior to staff report? MBB - proposing to include a definition of timeshares within the Specific Plan; previous definition slightly different provided in January Fuhrman - definition in ZSO? why not include in the General Plan Medel - most appropriate for Downtown Specific Plan Fuhrman - Why? Medel - final text clarifies and modifies to reflect current industry and includes Master Plan Concept Hess - not unco mmon to reco mmend a slight variation of definition when related to a specific plan and its goals and objectives Fuhrman - 400 room hotel in district 7 - does it have to be? (page 6) - could it completely become timeshares? Medel - LCP would require that during peak season, 25% of the units be available for overnight acco mmodations Fuhrman - adequate supply of hotel rooms (Att 14.2) MBB - developer address question during public hearing Fuhrman - page 6 and General Plan Conformance/Land Use Element Medel - explained spending projections, prepaid occupancy MBB - when 3rd hotel site comes forth, the hotel industry may decide to modify plans - the timeshare industry is more stable Fuhrman - economic study compares timeshares spending more in one week - where in the report? Hotel stays are 2 to 3 days, versus timeshares at 7-8 days - compare full week to full week? Medel - not within the report - applicant to respond Fuhrman - page 6, coastal element - do studies show that our city is lacking in diversity in offering visitor acco mmodations? Medel - no, just adds to what is available Fuhrman - applicant to explain 2 comparison cities (Att 14) Fuhrman - substantiate the need for timeshares MBB - growing industry, applicant requests because of a need - hotel developers Makar and Mayer Corp both agree - staff says the request is compatible with land use Fuhrman - varied valuation figures from 9.10 and 50% versus Att 12 and 75% from the assessors office Duran - figures on Att 9 are worldwide, Att 12 is county figure, referenced footnotes on Att 9.10 - not necessarily for HB, just projections (05ag0208 Action) -5- MBB - 75% represented a recent figure based on OC A0 ssor 's within the past few weeks, verifi d by the OC Assessor Fuhrman - page 9 - timeshare parking demand - study done? data to support? Medel - used for hotels and motels - complies with the standards provided MBB 1.1 ratio applies to hotels and motels in the city; however, a parking study has not been done on all timeshares Fuhrman - staff had any communication with district 7, Makar? Pacific City? - have they made overtures about timeshares? MBB - Staff has had discussions about district 7 - based on discussions with Makar properties (top of page 7) Fuhrman - Att 9,9.8 and 9.10 - explaination of Marriott, versus industry standard (90%to 20%) Ray - identified according to Marriott Scandura - two master plan devleopments - Mayer, and Makar (Districts 7 and 9) percentage rates (VIEW TAPE) Dingwall - purchase requirements and buyers property tax Duran - 35K x 51 x ... Dingwall - operator can rent out room if occupant chooses not to use Livengood -focus on land use item Fuhrman - district 7 and 9 terminology - why is the applicant omitting bed and breakfast inns? MBB - staff proposed language change makes consistent to CV language on same page - B&B plays very small role, certainly can be included Dingwall - zone CV and CG? Medel - allow timeshares within the CV land use category, and the Coastal Element - timeshares permitted within the CG zone Dingwall - property zone CG and timeshare conversion - what standards must be met? Medel - must meet hotel standards Ray - Master Plan Concept on Mayer property - district 9 - current development agreement for 3rd hotel? Medel - correct Ray -does the agreement include timeshares? Leonie - does not specify timeshares - applicant to address PUBLIC HEARING B-2 Shawn Milbern, Mayer Corp - w/Makar properties -underscore additional options for devlopment hospitality uses - hotel use prices skyrocketed, - most developments include timeshares - allow sale to provide a return on its investments - all major hotels involved. Timehare visitors stay longer, spend more money than traditional hotel quests - modern trends in the hospitality industry. PKF Consulting - leading hotel industry consultants - what is an adequate supply? why compare with other cities? Hyatt Corp and PKF used Carmels conversion (similarities with CCC and City) - same limitations - did comparison - HB has a reasonable supply - Build another hotel because experience the overall percentages that are available to the City Ray - PKF Study listed HB and Sunset Beach together ... no revenues from Sunset Beach hotels, why include them? Milbern - viewed hotel supply as part of the coastal area (general supply of acco mmodations) - inconsequential Compare visitor hotels to timeshares - experience as hotel operators says typical stay is 2 to 3 days with large check out bill - tend to eat at the hotel, don't have the opportunity to venture out, and large percentage of corporate groups for business - timeshares, 100% individual liesure - visit local community, dine downtown, become part of the community for a longer time - average spent $1000/week, hotel business is cyclable - timeshare is presold - time is prepicked, even supply of visitors (05ag0208 Action) -6- Marriott Corp 90% pl ccupancy rate - major hotels rience 90% plus OCR - includes use by rente W (20%) - stable base of week a* week users , layered in by rental use raises OCR Fuhrman - 90% from Marriott ... are you expecting a 90% OCR? Milbern - for hotels, no ... but develop a timeshare at present location, yes ... positive results and good expectation Millbern - valuation and economic models - exact taxes paid on the Hyatt, lets assume half of rooms developed as timeshares - showed, generally that the two projects are consistent for their potential of revenue generation - 75% was ultra conservative, minus deductions for furniture Millbern - development agreement allowed for master plan project - zoning regulations required that a master plan be prepared - does not specifically address timeshares - hospitality uses Burnett - Economic Development report - Page 9.9 "multiplier effect" Millbern - explained how dollars spent multiplies Fuhrman - 25% requirement ... VIEW TAPE Millbern - generally, built high quality hotel rooms pursuant to a master plan project, now asking for another element - more than overwhelmingly satisfied the requirement - timeshares are beneficial - CCC created conditions for smaller communities - HB doesn't show unavailability of hotel rooms in the summer months - more involvement with major hotel companies Doug Traub, Visitors Bureau, resident - increase revenue in the community - favors staffs recommendation - may not have new facts but have different perspective - diversity of products - overnight destination - timeshares are part of the fabric - endorsement - units for sale will be known worldwide - amenity stabilization (restaurants) - keep them in business - increase quality of life - influx of visitors - longterm - learn about area attractions - year round visitation - low impact on resident amenities - won't compete for parking - will create jobs - support industries - shopping - city sales tax, property tax, TOT - consistent with a vision for overnight destination Ethen Thacher - Makar properties - support - PUBLIC HEARING CLOSED Livengood - Motion/Scandura second to approve - Dingwall - revenue will be neutral to city, and positive to Redevlopment Agency -troubling-exchange of hotel rooms to meet CC obligations ... discussed fraud in the industry - can the present management team obligate themselves to stick around ... fraud takes place with opportunity and need or desire ... Boardroom sculldugery - Commissioners consider a condition that the exchange of rooms between hotels to meet CC obligations be prohibited - each unit provide 25% of its units to be open for TOT MBB - Mayer Corp and Agency reporting requirements - must submit monthly reports for revenue generation - monitoring tool Scandura - strictly from a land use perspective, very little change - reacreation versus hotel users - 25% TOT among hotels - don't feel the City should be directing the Mayer Corp where to direct the TOT - various ways to demonstrate requirements met - conditions can be put into the CUP applicant - stick to 25% requirement for TOT - if sold, next owner must maintain also - add langauge to ZSO Att 3.5 and 3.6 - (05ag0208 Action) -7- Livengood - over 800 Sh class hotel rooms - strand 22 rooms, good, solid # of rooms, timeshares ovide diversity 0 Fuhrman - advocates looking at the law and ensure that law is fulfilled - attorneys for the applicant's definition - manipulation of language on Att 7 - Coastal Policy - 25% of timeshare units during high season are available for overnight use - abiding by policy; page 9 and 10 language MBB - intent of the CC 25% requirement - make sure rooms available to the general public - make sure a single timeshare development, no other hotels exist, must make available to the general public 25% overnight acco mmodations Dingwall - amend motion prohibit exchange of rooms to meet CC 25% requirement Ray - concerns - sharing concept, while Mayer Corp is a great owner with 3 separate properties, does not prohibit them from selling to separate ownerships - what happens? MBB - timeshares would require CUP and CDP - conditions would require 25% ... if sharing is not avaiable, must be provided within the 3rd hotel... specific to that scenario - 2 different applications - legitimate land use application that can be proposed - same applies, looking at provision very carefully to meet the 25% requirement Ray - condition as part of the land use decision tonight? MBB - future applications would have to comply with Coastal Zone policy - include 25% within the downtown specific plan - staff supports - include in district 7 and 9 Medel - reference Att5.3, C.3.2.4 a - put into Att 3.5 and 3.6, creating 4.9.12 and - Scandura read language ... Livengood would accept the seconds amendment. Dingwall - in favor of proposal without trading element Ray - condition of future entitlements? Would it necessitate? MBB - part of the coastal document and specific plan, becomes a development standard Mulvihill - add within 3.5 and 3.6 advisable (4.11.07 and 4.11.08; 4.9.12 and 4.9.13) .. MBB to propose language Livengood will accept amendment, and second also Fuhrman/Scandura discussed the intent of providing a definition MBB - Motion would still allow 25% flexibility within the master plan area Fuhrman - restrictions, .... Livengood - allowing use of hotels to cover the 25% requirement - condition locks in provisions if split ownership occurs in the future Dingwall - explain what is the intent of the motion Hess - sections (staff will modify applicable sections) land use issue only - do not proceed into project oriented decision - stay with minor amendment and keep flexible Ray - try to amend sections of the specific plan without making it a project- level situation, but to ensure the issue is addressed at the project level Ray - solicitors? (05ag0208 Action) -8- b Mayer - none ... no! 0 Dingwall - speaks to all timeshares ...0 Hess - just districts 7 and 9 (provisions apply) (standards encompass two specific areas) Hess - will not apply to other districts Dingwall - Scenario of swapping rooms in another district Hess - Zoning Text Amendment required Ray/Mulvihill explained how the ZTA affects Districts 7 and 9 only Fuhrman - addressed concerns about splitting of ownership and master plan development - does it imply mono ownership Hess - address issue at the project level Comments Scandura - discussed upscale hotels - proud of development - PKF report, 1/2 of hotel rooms in HB are 4 diamond resorts - we need more moderately priced hotels - diversify stock in hotel rooms for families, seniors - concerns with city chasing after high scale hotels - city has competition, newport, laguna and long beach ... embassy suites, homewood suites, etc. - nice for business travelers Livengood - have staff report back on SRO/Ellis & Beach (project come to a standstill... construction going forward? ... City Adminstrator newsletter. Burnett - pleased with timeshares Fuhrman - discussed other amendments and Roberts Rules of Order - great hotel base - document caused questions to be raised - late delivery of material - felt amendments were not considered - appreciates Commissioner's looking at ideas - kept focus on ideas Ray - thanks PC for good discussion, assure all PC work counts. terms of procedure ... did not vote because call for the questions ... Roberts Rules filibuster ... Commission can object to the call, and a 2/3 vote is required for voting ... if lights are on, they will be answered. offering an amendment to a motion on the floor, if maker and second accepts, then an amended motion must be made, and a second received. Roberts Rules state only 2 amended motions can be made on any particular motion for the entire body. Ask clarification/point of information CC/PC items heard at future meeting Adjourned at 9:55 p.m. (05ag0208 Action) -9- Timeshares Staff Report Pagc 1 of 1 a " &-J ,c Medel, Rosemary From: Shawn Millbern [skm@mayercorp com]",,.e V Sent: Wednesday, March 02, 2005 12:00 PM S To: Medel, Rosemary Cc: Ethen Thacher Subject: RE, Timeshares Staff Report Dear Rosemary, Thank you for an excellent report! The only minor suggestion I have is that you add two brief sentences describing the availability of over 10,400 parking spaces in the City's Coastal Zone and 1,712 hotel rooms in the City in the 2nd full paragraph on page 6. I have attached a page with that suggested addition, as well as a copy of a table from the City's Coastal Element that tabulates the public parking in the City's Coastal Zone for your reference. Again, thank you for your hard work and cooperation. Shawn K. Millbern Senior Vice President The Robert Mayer Corporation 660 Newport Center Drive, Suite 1050 Newport Beach, California 92660 949-759-8091, ext. 251 skm ma erco com From: Medel, Rosemary [mailto:rmedel@surfcity-hb.org] Sent : Wednesday, March 02, 2005 7:20 AM To: Shawn Millbern Cc: Broeren, Mary Beth Subject : Timeshares Staff Report <<PL05-11 GPA03-03Timeshares. DOC>> Please review and provide your comments if any by the end of today. Thanks Rosemary Medel, Associate Planner City of Huntington Beach (714) 374-1684 Fax (714) 374-1540 3/2/2005 As noted, the primary reason for the 25% requirement is the importance that the Coastal Commission places on public access to coastal resources. The City of Huntington Beach has been exemplary in providing public access to beach visitors. This effort is demonstrated in the DTSP area with the availability of 2,100 beach parking spaces and another 811 spaces within the City's Main Promenade parking structure . Further in total there are more than 10 400 ublic arkin s aces available for beach visitors in the Ci 's Coastal Zone. Additionall the Ci has 19 hotels and motels with a total of 1 712 uest rooms. The City also continues to add to its stock of visitor serving accommodations through approval of commercial development within the Coastal Zone, including the recently approved Pacific City project and The Strand, a mixed-use project with hotel currently under construction. I a LI City of Huntington Beach Coastal Element Prepared for: City of Huntington Beach 2000 Main Street Huntington Beach , California 92648 (714) 536-5271 I 1 Prepared by: Lawrence Associates 32092 Via Carlos San Juan Capistrano , California 92675 (949) 661-8175 Contact : Catherine O'Hara LI I Adopted by Huntington Beach City Council : November 15,1999 Certified by California Coastal Commission : June 14, 2001 Became effective : November 13, 2001 LI 0 NATURAL RESOURCES CHAPTER COASTAL ELEMENT TABLE C-3 Public Parking Opportunities within Coastal Divisions Coastal Zone Division (Figure C-4) Parking Location Free Parking Spaces Metered Parking Spaces Total Parking Spaces Comments Zone 1 PCH (on-street)*300 300 Peter's Landing 630 630 HH Yacht Club 76 76 $1.00/hour Sunset Beach*672 672 4 hr. Zone 2 Bolsa Chica State maximum Beach 2200 2200 $5.00/day PCH (on-street)324 324 $1.50/hour, Zone 3 PCH (on-street)260 260 $1.50/hour Surf Theatre Lot 39 39 Permit Only Zone 4 Pier Plaza 421 421 $1.50/hour Main Promenade 815 815 $1.50/hour PCH (on-street)486 486 $1.50/hour Business Streets 206 206 $1.50/hour Residential Streets 218 218 $1.50/hour City Beach Lot 250 250 $1.50/hour City Beach Lot 1813 1813 $7.00/day Zone 5 HB State Beach 1200 1200 $5.00/day PCH/River (inland)110 110 PCH/River (ocean)75 75 Beach Blvd. (1600'83 83 $1.50/hour inland) Newland to channel 75 75 Magnolia to channel 81 81 Brookhurst to 22 22 TOTAL channel 1,965 8,481 10,446 Note: *Most or all located outside of the City's Coastal Zone boundary. Commercial Parking Much emphasis has been placed on providing adequate parking for commercial facilities in the Coastal Zone to ensure that commercial parking demands do not negatively impact recreational beach user parking. This issue was especially significant when planning for the re-development of the City's Downtown area into a dense node of visitor serving commercial facilities. The unique parking issues of the Downtown area have been resolved through the development and implementation of the Downtown Huntington Beach Parking Master Plan (see Technical Appendix). The Downtown Huntington Beach Parking Master Plan was adopted in 1993 and provides for shared parking facilities including on-street parking, lots and nearby municipal parking structures. Annual reports and modifications of the Master Plan, if needed, will serve to ensure that adequate parking facilities are provided for existing and planned commercial uses in the Downtown area. Other commercial areas within the City's Coastal Zone, but outside the downtown area, meet their parking needs through implementation of the City's Zoning Timeshares Staff Report Page 1 of 2 • • Medel, Rosemary From: Hess, Scott Sent: Wednesday, March 02, 2005 1:30 PM To: Broeren, Mary Beth, Medel, Rosemary Subject: RE: Shawn's Comments-Timeshares Staff Report sure ............... -----Original Message----- From: Broeren, Mary Beth Sent: Wednesday, March 02, 2005 1:28 PM To: Medel, Rosemary; Hess, Scott Subject : RE: Shawn's Comments-Timeshares Staff Report I think the changes are helpful and should be included. -----Original Message----- From : Medel, Rosemary Sent : Wednesday, March 02, 2005 1:05 PM To: Broeren, Mary Beth; Hess, Scott Subject : FW: Shawn's Comments-Timeshares Staff Report Importance: High Are you both in agreement with the suggested changes and new attachment? Howard has signed the report. However, if you both agree I will make the changes and get his final approval. Outstanding attachments for the RCA are the PC minutes and resolutions/ord from the Attorney's Office, which we will have before due to Admin on Monday 3/7. Thanks -----Original Message----- From: Shawn Millbern [mailto:skm@mayercorp.com] Sent : Wednesday, March 02, 2005 12:00 PM To: Medel, Rosemary Cc: Ethen Thacher Subject : RE: Timeshares Staff Report Dear Rosemary, Thank you for an excellent report! The only minor suggestion I have is that you add two brief sentences describing the availability of over 10,400 parking spaces in the City's Coastal Zone and 1,712 hotel rooms in the City in the 2nd full paragraph on page 6. I have attached a page with that suggested addition, as well as a copy of a table from the City's Coastal Element that tabulates the public parking in the City's Coastal Zone for your reference. Again, thank you for your hard work and cooperation. Shawn K. Millbern Senior Vice President 3/2/2005 Timeshares Staff Report Page 2 of 2 • 0 The Robert Mayer Corporation 660 Newport Center Drive, Suite 1050 Newport Beach, California 92660 949-759-8091, ext. 251 skm ma erco com From : Medel, Rosemary [mailto:rmedel@surfcity-hb.org] Sent: Wednesday, March 02, 2005 7:20 AM To: Shawn Millbern Cc: Broeren, Mary Beth Subject: Timeshares Staff Report <<PL05-11 GPA03-03Timeshares.DOC>> Please review and provide your comments if any by the end of today. Thanks Rosemary Medel, Associate Planner City of Huntington Beach (714) 374-1684 Fax (714) 374-1540 3/2/2005 Timeshares Staff Report Page 1 of 2 Medel, Rosemary From: Broeren, Mary Beth Sent: Wednesday, March 02, 2005 1.28 PM To: Medel, Rosemary; Hess, Scott Subject: RE- Shawn's Comments-Timeshares Staff Report I think the changes are helpful and should be included. -----Original Message----- From: Medel, Rosemary Sent: Wednesday, March 02, 2005 1:05 PM To: Broeren, Mary Beth; Hess, Scott Subject: FW: Shawn's Comments-Timeshares Staff Report Impo rt ance: High Are you both in agreement with the suggested changes and new attachment? Howard has signed the report. However, if you both agree I will make the changes and get his final approval. Outstanding attachments for the RCA are the PC minutes and resolutions/ord from the Attorney's Office, which we will have before due to Admin on Monday 3/7. Thanks -----Original Message----- From: Shawn Millbern [mailto:skm@mayercorp.com] Sent : Wednesday, March 02, 2005 12:00 PM To: Medel, Rosemary Cc: Ethen Thacher Subject : RE: Timeshares Staff Report Dear Rosemary, Thank you for an excellent report! The only minor suggestion I have is that you add two brief sentences describing the availability of over 10,400 parking spaces in the City's Coastal Zone and 1,712 hotel rooms in the City in the 2nd full paragraph on page 6. I have attached a page with that suggested addition, as well as a copy of a table from the City's Coastal Element that tabulates the public parking in the City's Coastal Zone for your reference. Again, thank you for your hard work and cooperation. Shawn K. Millbern Senior Vice President The Robert Mayer Corporation 660 Newport Center Drive, Suite 1050 Newport Beach, California 92660 949-759-8091, ext. 251 skm ma erco com From: Medel, Rosemary [mailto:rmedel@surfcity-hb.org] 3/2/2005 Timeshares Staff Report Page 2 of 2 Sent : Wednesday, March 02, 2005 7:20 AM To: Shawn Millbern Cc: Broeren, Mary Beth Subject : Timeshares Staff Report <<PL05-11 GPA03-03Timeshares DOC>> Please review and provide your comments if any by the end of today. Thanks Rosemary Medel, Associate Planner City of Huntington Beach (714) 374-1684 Fax (714) 374-1540 3/2/2005 COY ofNyntn9tO" CITY *HUNTINGTON BEACH g 23 2005 REQUEST FOR LEGAL SERVICES Gail Hutton, City Att orney Date: 2/15/05 Request made by: Telephone: Department: Rosema ry Medel x1684 Planning 0 INSTRUCTIONS : File request in the City Attorney's Office. Outline reasons for this request and state facts necessary for City Attorney to respond. Please attach all pertinent information and exhibits. TYPE OF LEGAL SERVICES REQUESTED: ® Ordinance Opinion Stop Notice ® Resolution Lease Bond Meeting Contract/Agreement Deed Court Appearance Insurance Other: Is Request for Preparation of Contract form attached? Yes ® No Are exhibits attached? ® Yes El No If for City Council action, Agenda Deadline March 2 Council Meeting March 21 If not for Council action, desired completion date: Unless otherwise specified herein, I consent to the disclosure of th e informa ' contained in this RLS to all memb f the City C cil. Si ature of Depart ment Head COMMENTS Legislative draft ordinance and resolutions including exhibits for GPA No. 03-03, ZTA No. 03-03 and LCPA No. 03-02 and amendments to policies and codes to allow timeshares in the downtown area. Routing: GCH PDA LB SL JF ADL SF JM This Request for Legal Services has been assigned to attorney extension . His/her secretary is Notes: File Name: WP No.: [71 Shaded areas for City Attorney's Office use only. I extension Date Completed: RECEIVED FEB 1 7 2005 City of Hunttngton Beach City Attorney's Office RLS No.A 605 ' AAssn To Date 020805rm 2/15/2005 1:29 PM • Medel, Rosema From: Dominguez, Dave Sent: Thursday, January 27, 2005 7.45 AM To: Medel, Rosemary Subject: RE. Beach Parking • No, just City Beach lots. Do you need the number of spaces in the lots north of Goldenwest as well? Let me know. Thanks, David D. -----Original Message----- From: Medel, Rosemary Sent : Thursday, January 27, 2005 7:16 AM To: Dominguez, Dave Subject : RE: Beach Parking Does the beach parking include both State and City parking? Thanks for your help. Rosemary -----Original Message----- From: Dominguez, Dave Sent : Wednesday, January 26, 2005 6:52 PM To: Medel, Rosemary Subject : RE: Beach Parking Rosemary: There are 811 spaces in the Main Promenade Parking structure on Main St and 2,100 spaces in the beach parking lots. Hope this is what you need. Give me a call with any questions. Thanks, David D. -----Original Message----- From: Medel, Rosemary Sent : Wednesday, January 26, 2005 7:54 AM To: Dominguez, Dave Subject: Beach Parking Good morning Dave. Have a question for you. Do you know how many parking spaces are provided at the beach paring lots including the public parking lots? Thanks for your help Rosemary Medel, Associate Planner City of Huntington Beach (714) 374-1684 Fax (714) 374-1540 1 ° TIMESHARES ° GPA 03-03,LCP 03-02, ZTA 03-03 ° APPLICANT: The Robert Mayer ° Corporation DATE: February 8, 2005 PROJECT AREA MAP 11 11 C 'r 5 \ \\ D;SIRTCTa7 `.- UISTRICI f9 ° ° PROPOSED AMENDMENTS E] General Plan Amendment: Amends Land Use Element to add timeshares as a o permitted use in Commercial Visitor (CV) land use category. Zoning Text Amendment: Amend the DTSP to permit timeshares in Districts 7 & 9 subject to CUP to PC. ° Local Coastal Program Amendment: ° Amends Local Coastal Program Coastal Element in accordance with GPA and ZTA. ° PLANNING COMMISSION ° STUDY SESSION o On January 25, 2005, the Planning Commission held a study session to review o the proposed amendments. Requested information addressing: o A comparison of parking ratios hotels/timeshares, and Economic impact of timeshares on City's o Transient Occupancy Tax 2 11 ANALYSIS ° COMPATIBILITY ° Timeshares currently permitted: CG and Mixed Use Districts of the Coastal Element, and CG and CV Zones citywide. The inclusion of timeshares in the CV category is consistent with the existing o General Plan Land Use and Coastal ° Element. 11 ° ANALYSIS COMPATIBILITY (cont'd) Timeshares are designed to serve the visitor ° market.El Timeshares have a similar appearance and function as hotels. The allowance of timeshares will not result o in any different land use issues than o currently permitted hotels, within Districts 7 a & 9 of the DTSP and surrounding area. 3 TIMESHARE PARKING DEMAND Chapter 231 Off Street Parking requires hotels and motels parked at 1.1 per guest room. Institute of Traffic Engineers classifies timeshares under "Resort Hotel" because they are visitor serving accommodations. Parking Comparison: Marriott Newport Villas provides one space per two-bedroom timeshare unit. Parking Ratios similar to and slightly lower than Huntington Beach. COASTAL ISSUES Coastal policy places high priority on visitor serving uses and providing public access to coastal resources. Intent is to provide adequate recreational opportunities. Specifies that 25% of units/rooms within timeshares are available to the general public during peak summer season. Proposed LCPA does not change the 25% requirement. 4 1-1 MASTER PLAN CONCEPT The proposed amendments require that timeshares be part of master plan E]development. ° Amendments provide flexibility in meeting o the 25% hotel room requirement. Timeshare units could be entirely within a timeshare project or could be within existing hotels, as part of the master plan. ASTER PLAN CONCEPT (cont'd) F-1 Based on industry trends, 20% of a , timeshares are not used by timeshare o owners and are available for overnight , rental. It is expected that at least a portion of the ° 25% requirement would be met within the o timeshare building itself. 11 5 ECONOMIC ISSUES Various Studies related to timeshares concluded: Demand exists for timeshare units in Huntington Beach. Existing timeshare projects in Orange County range from 5-units to major resorts offering 330 units. Adequate supply of transient visitor accommodations in Huntington Beach and Sunset Beach. Cities should view timeshares as a potential revenue source. GENERAL TIMESHARE CHARACTERISTICS Timeshares enjoy higher occupancy than hotels because: Vacations are pre-paid. Timeshares owners participate in exchange programs at premium locations. Rental of unused timeshares are marketed through a national reservation system. 6 El TRANSIENT OCCUPANCY TAX ° (TOT)11 El ; LCP requires that timeshare facilities operate I as hotels with check-in services , reservation system, etc... El Timeshares rented as hotel rooms will pay a 0 10% transient occupancy tax to the City. The potential loss of TOT revenue in ° comparison to traditional hotel use could be offset by the increase in property tax revenue. ° STAFF RECOMMENDATION Staff recommends approval based on the following: ° The land use is compatible with existing uses in o Downtown Specific Plan. o The inclusion of timeshares complements other o visitor serving uses in the downtown area and consistent with Coastal Zone polices. The addition of timeshares will potentially add to the economic vitality of the City through increased sales and property tax revenue and diversification of accommodations. F-1 7 11 END OF SLIDE SHOW s Broeren, Ma Beth From: Freidenrich, Shari Sent: Wednesday, February 02, 2005 3.32 PM To: Hess, Scott; Broeren, Mary Beth Cc: Zelefsky, Howard, Mulvihill, Leonie, McGrath, Jennifer Subject: Information on time shares as they relate to business licenses Importance: High This was a survey done by our revenue group association for the state. As it is noted, the big issue is whether the TOT is charged on just transients or all My only issue is to ensure that we have clear direction on what to charge and that the City has considered the different revenues when they allow this. From talking with Mary Beth, it sounds like you have considered the revenue from TOT, property taxes, etc in coming up with your responses. Let me know if I can be of further assistance. Good luck' C Timeshare.doc Shari Shari L. Freidenrich, CPA City Treasurer City of Huntington Beach 714-536-5200 FAX 714-374-1603 www.surfcity-hb.org 1 SURVEY T.O.T. ON TIMESHARES Situation, A timeshare exchange corporation has acquired the right to 35 weeks of timeshare use in San Francisco The corporation acquired this availability from different timeshare developers in San Francisco. The timeshare usage could be in a hotel or a resort village. Question If your City/County has timeshares, does your City/County consider timeshare exchange corporations or timeshare developers to be hotel operators that are required to collect the TOT tax? CITY SOURCE FINDINGS Anaheim CMRTA Anaheim's munici at code addresses timeshares and TOT Munici al Code Section 2.12.013 Bi Bear Lake CMRTA Onl if and when the units are rented to non-owners similar to a hotel or lod e Buena Park CMRTA We do not, but there is a local timeshare in Anaheim. City of Orange CMRTA If someone is not at the location charging a fee at the time of use, how would you charge TOT tax? Most timeshare individuals make contracts and pay for a year or more of available service whether they use the location or not If someone is in another country or state and has paid to use a timeshare in your city, how would you tax them? Especially if they either use the timeshare one week, but they have paid for three weeks of usage. Or they pay for three weeks of usage and never go to the location. Based on the actual wording of our TOT Municipal Code I think it would be difficult to pursue. I am not sure how we could ou even find timeshare locations in our cit ? Cypress CMRTA The City of Cypress does not have any timeshares but we have addressed a company that reserves a large block of rooms for several months for their employees or business associates. Our code states that they would be required to pay TOT on all rooms unless an individual occupant stayed in the same room for more than 30 consecutive da s Fresno CMRTA TOT is collected if rented timeshare is for less than 30 days. If the 35 weeks are contracted and are paid for no matter what for the same location, they're safe and TOT is exempt But if the occupants can get a refund for the unused da s less than 30 then the hotel is on the hook for the TOT. Fullerton CMRTA The City of Fullerton does not have timeshares But how your code defines "hotel" and "operator" may be the ke . Marina CMRTA Yes, the send two se arate TOT's, one for the timeshare ortion and the other for the Hotel rooms. Newport Beach CMRTA Newport Beach has a Marriot timeshare development and requires TOT be imposed on their non-timeshare uses It is the Marrot timeshare ownership that conducts the "hotel" operations and they have been collecting and remittin the TOT Palm Springs Phone Charge TOT if rent for money 28 nights or less. Palm Springs has a timeshare section in its municipal code but it is not implemented. The general public is subject to the TOT, but not from the owners. Palm Springs had a timeshare court case in the late 1980's but lost the case San Clemente CMRTA The City of San Clemente has timeshares. The operator is required to submit TOT on behalf of the owners. If an owner rents his timeshare without letting the operator know, they are to submit the TOT individually An article was rinted and ut in their monthl newsletter to noti all owners the re uirements of the ordinance San Die o Phone An vacant timeshare weeks rented are treated like hotels and TOT is char ed. • • SURVEY T.O.T. ON TIMESHARES CITY SOURCE FINDINGS South Lake Phone There have been court cases in which a City cannot charge the timeshare owner TOT because they are Tahoe considered to be property owners. There was a Palm Springs case in the late 1980's, maybe 1989. When a non- timeshare owner of record rents the timeshare, then the TOT is charged South Lake Tahoe bases it on State law, not in the munici al code. Ventura CMRTA This came up a few years ago. I believe that timeshares are not subject to the TOT based on a court case back in the early 90's Our Timeshare facility did call us last year to ask if they provided "rental" of unreserved timeshares as a service to the individual timeshare owners, could they be subject to the tax. The answer was yes While the actual owners are not, if someone off the street were to rent an unreserved timeshare, they would be subject to the tax. To m knowled e, our timeshare has not decided to offer this service as of et so it has not been tested.0 0 i HUNTINGTON BEACH City of Huntington Beach Planning Department STUDY SESSION REPORT TO: Planning Commission FROM: Howard Zelefsky, Director of Planning BY: Rosemary Medel Associate Planner 04)" DATE: January 25, 2005 SUBJECT: GENERAL PLAN AMENDMENT NO. 03-03, LOCAL COASTAL PROGRAM AMENDMENT NO. 03-02, ZONING TEXT AMENDMENT NO. 03-03 (DOWNTOWN SPECIFIC PLAN - TIMESHARES) APPLICANT: Shawn Milbern, The Robert Mayer Corporation, 660 Newport Center Drive, Suite 1050, Newport Beach, CA 92660. LOCATION: Downtown Specific Plan, District Nos. 7 and 9 (North side of Pacific Coast Highway between First Street and Beach Blvd.) OVERVIEW These applications represent a proposal to amend the Huntington Beach General Plan Land Use Element, is Huntington Beach Coastal Element (Local Coastal Program), and Downtown Specific Plan (DTSP) to permit "timeshares" as an allowed use subject to a conditional use permit from the Planning Commission within District 7 (Visitor-Serving Commercial) and District 9 (Commercial Recreation) of the DTSP (Attachment No. 1- Area Map). The amendments affect the following sections of the General Plan, Local Coastal Program, and Downtown Specific Plan: > General Plan Land Use Element; Table LU-2a, Table LU-4: Subarea 4C PCH/First Street, and Subarea 4D Waterfront (Attachment Nos. 3.1-3.2) > Coastal Element (Local Coastal Program): Table C-l, Table C-2, Policy C 3.2.4 (Attachment Nos. 3.3-3.6) > Downtown Specific Plan Districts 7 and 9: Definitions, Uses Requiring a Conditional Use Permit (Attachment Nos. 3.7-3.10) "Timeshares" are any development wherein a purchaser receives the right in perpetuity or for a term of years, to the recurrent, exclusive use or occupancy of a lot, parcel, unit, room(s), or segment of real property, annually or on some other seasonal or periodic basis. The Downtown Specific Plan (DTSP) states that the purpose of the Commercial Visitor zoning category on Districts 7 and 9 is to provide visitor-serving commercial uses to serve seasonal visitors to the beaches and to serve local residents on a year round basis. This category is also intended to provide for a continuous commercial link between the downtown and the visitor-commercial district near Beach Blvd. 0 Currently, "timeshares" are a permitted use in the Commercial General and Mixed Use land use categories of the Huntington Beach Coastal Element . In addition, the Huntington Beach Zoning and Subdivision Ordinance allows "timeshares" in the Commercial General ("CG") and Commercial Visitor ("CV") zones • subject to a conditional use permit from the Planning Commission (Attachment No. 2). The proposed amendments would add "timeshares " as one of the permitted uses listed within the Commercial Visitor Land Use Category of the Coastal Element . The General Plan Land Use Element would be changed to mirror the permitted land uses in the Coastal Element, and the DTSP would be amended as noted above. From an implementation perspective , the result of the proposed amendments would be the possibility of timeshares in the visitor serving commercial portions of the Pacific City and Waterfront projects. Before any timeshares could be constructed, specific project approvals would be considered by the Planning Commission under a separate application. -// /ro)ee - Orange County has a total of 967 existing timeshares ranging in project size from 5 to 330 units per development (Attachment No. 4). There are presently no timeshares in the City of Huntington Beach. However, the City has a total of 19 hotels and motels providing 1,712 rooms . The consideration of timeshares in Huntington Beach would allow for greater flexibility in reaching th hotel/visitor serving market. ATTACHMENTS : 1. Area Map 2. Existing Huntington Beach Zoning and Subdivision Ordinance 3. Legislative Drafts: 3.1-3.2 General Plan 3.3-3.6 Coastal Element 3.7-3.10 Downtown Specific Plan 4. Existing Timeshares in Orange County Survey prepared by Robert Mayer Corporation is • PC Staff Report - 1/25/05 -2- (05SR02) Attachment No. 1 Downtown S ecific Plan District No. 7 and District No. 9 Ma [ Attachment No. 3 - Page 1 d Emailed R Medial August ,003 - draft EXISTING HUNTINGTON BEACH ZONING ORDINANCE P Permitted CO, CG, L Limited (see Additional Provisions) and CV PC Conditional use permit approved by Planning Commission Districts ZA Conditional use permit approved by Zoning Administrator Land Use TU Temporary Use Permit Controls P/U Requires conditional use permit on site of conditional use Not Permitted CO CG CV Additional Provisions Vehicle Equipment/Sales & Services Automobile Rentals -L-8 L-8 L-12 Automobile Washing -L-7 - Commercial Parking - Service Stations - Vehicle Equip. Repair - PC PC L-5 PC PC - (P) (E) Vehicle Equip. Sales & Rentals ZA ZA -L-12 (3522-2/02) Vehicle Storage --- Visitor Accommodations Bed & Breakfast Inns PC Hotels, Motels - PC PC PC PC (K) (I)(3334-6/97) Quasi Residential (3334-6/97) Time Shares -PC PC (I)(J)(3334-6/97) Residential Hotel - Single Room Occupancy - Industrial PC PC PC PC (J) (J)(O) (J)(Q)(R)(V)(3334-6/97) Industry, Custom -L-6 L-6 Accessory Uses (J)(V)(3334-6/97) Accessory Uses & Structures P/U Temporary Uses P/U P/U (F)(J)(V)(3334-6/97) Animal Shows -TU - Circus and Carnivals and Festivals -TU -(3522-2/02) Commercial Filming, Limited - Real Estate Sales TU P TU P TU (M) (3522-2/02) Retail Sales, Outdoor -TU TU (M)(3522-2/02) Seasonal Sales TU TU TU (M)(3522-2/02) Tent Event TU (3522-2/02) Trade Fairs -TU - Nonconformin Uses G J V (3334-6/97) (Rest of page not used) Huntington Beach Zoning and Subdivision Ordinance Chapter 211 211-4 2/02 ATIJCMEN T N O. Emailed R Medial August W003 - draft i EXISTING HUNTINGTON BEACH ZONING ORDINANCE L-12 Permitted for existing facilities proposing to expand up to 20%. (3522-2/02) L-13 For wireless communication facilities see Section 230.96 Wireless Communication Facilities. All other communication facilities permitted. (3568-9/02) (A) Reserved. (3553-5/02) (B) See Section 230.40: Helicopter Takeoff and Landing Areas. (C) Repealed (3378-2/98) (D) See Section 230.38: Game Centers; Chapter 5.28: Dance Halls; Chapter 9.24: Card Rooms; Chapter 9.32: Poolrooms and Billiards; and Chapter 9.28: Pinball Machines. (E) See Section 230.32: Service Stations. (F) See Section 241.20: Temporary Use Permits (G) See Chapter 236: Nonconforming Uses and Structures. (H) For teen dancing facilities, bicycle racks or a special bicycle parking area shall be provided. These may not obstruct either the public sidewalk or the building entry. See also Chapter 5.28: Dancing Halls; Chapter 5.44: Restaurants - Amusement and Entertainment Premises, and Chapter 5.70: Adult Entertainment Businesses. (3341 -10/96) (I) (J) Only permitted on a major arterial street, and a passive or active outdoor recreational amenity shall be provided, subject to approval of the Planning Commission. In the CV District the entire ground floor area and at least one-third of the total floor area shall be devoted to visitor-oriented uses as described in the certified Local Coastal Program Land Use Plan. Any use other than visitor serving commercial shall be located above the ground level, and a conditional use permit from the Planning Commission is required. Any use other than visitor serving commercial uses shall only be permitted if visitor serving uses are either provided prior to the other use or assured by deed restriction as part of the development. No office or residential uses shall be permitted in any visitor serving designation seaward of Pacific Coast Highway. (3334-6/97) (K) See Section 230.42: Bed and Breakfast Inns. (L) See Section 230.44: Recycling Operations. (M) Subject to approval by the Police Department, Public Works Department, Fire Department and the Director. See also Section 230.86 Seasonal Sales. (N) The following businesses proposing to sell alcoholic beverages for on-site or off-site consumption are exempt from the conditional use permit process: Huntington Beach Zoning and Subdivision Ordinance oA UK TA CH MFNT N 0 • W UNITY DEVELOPMENT CHAPTERLAND USE ELEMENT Land Use Cate or RESIDENTIAL Residential Low (RL) Residential Medium (RM) Residential Medium High (RMH) Residential Hi (RH) COMMERCIAL Commercial Neighborhood (CN) TABLE LU-2a Land Use Schedule' T ical Permitted Uses Single family residential units; clustered zero-lot line developments; and "granny" flats. Single family residential units, duplexes, townhomes, and garden apartments. Townhomes, garden apartments, apartment "flats." Townhomes, arden a artments, and a artments. Small-scale retail commercial, professional offices, eating and drinking establishments, household goods, food sales , drug stores, personal services, cultural facilities, institutional, health, government offices, and similar uses . Generally, individual establishments should not exceed 10,000 square feet. If permitted. their frontage should be desi ed to conve the visual character of small storefronts. Commercial General Retail commercial, professional offices, eating and drinking establishments, household (CG)goods, food sales, drugstores, building materials and supplies, personal services, recreational commercial, hotels /motels, timeshares *E)VefRigM cultural facilities, government offices, educational, health, institutional and similar uses. Commercial Regional Anchor department stores, outlet stores, promotional ("big box") retail, retail (CR)commercial, restaurants, entertainment, professional offices, financial institutions, automobile sales facilities, and similar region-servin uses. Commercial Office (CO) Professional offices and ancillary commercial services (financial institutions, hotoco sho s, small restaurants, and similar uses). Commercial Visitor (CV)Hotels/motels, timeshares , restaurants, recreation-related retail sales, cultural * uses (e.g., museums) and similar uses oriented to coastal and other visitors to the Ci INDUSTRIAL Industrial • Light manufacturing, research and development, warehousing, business parks and (I) professional offices, supporting retail, financial, and restaurants, and similar uses. • Warehouse and sales outlets. PUBLIC AND INSTITUTIONAL Public Governmental administrative and related facilities, such as public utilities, schools, (P) ublic arkin lots, infrastructure, religious and similar uses. Bolded *: Proposed Text ' See LU 7 1 1 and LU 7 1 2 THE CITY OF HUNTINGTON BEACH GENERAL PLAN II-LU-25 , ,NT NO._TTACH ME 7- COMMUNITY DEVELOPMENT CH,t LAND USE ELEMENT Subarea Characteristic 4C Permitted Uses PCH/First (Lake) Street 4D Waterfront TABLE LU-4 Cont. Community District and Subarea Schedule • Standards and Princi les Category: Commercial Visitor ("CV") Visitor-serving and community-serving commercial uses, hotel /motels, timeshares , '`restaurants, entertainment, and other uses (as permitted by the "CV" and "CG" land use categories) Density /Intensity Category: "-F7" • Height: eight (8) stories Design and Category: Specific Plan ("-sp") Development • Establish a unified "village" character, using consistent architecture and highly articulated facades and building masses. • Require vertical setbacks of structures above the second floor. • Incorporate pedestrian walkways, plazas, and other common open spaces for public activity. • Provide pedestrian linkages with surrounding residential and commercial areas. • Establish a well-defined entry from PCH. • Maintain views of the shoreline and ocean. Permitted Uses Category: Commercial Visitor ("CV") Hotels/motels, timeshares ,*and supporting visitor-serving commercial uses (in accordance with Development Agreement) Density /Intensity Category: "-F7" • Hotel/motel rooms: 1,690 • Commercial: 75,000 square feet Design and Category: Specific Plan ("-sp") Development As defined by the adopted Development Agreement. 4E Permitted Uses Category: Open Space Conservation ("OS-C"), uses permitted by the PCH/Beach Commercial Visitor ("CV") land use category, and free-standing multi-family Northeast housing ("RM"). (Please refer to the Land Use Map for the exact boundaries of each land use desi nation. (Continued on Density /Intensity Category: next page) • For RM designations, 15 units per acre • For CV designations, F2 • Height: three (3) stories Bolded *: Proposed Text THE CITY OF HUNTINGTON BEACH GENERAL PLAN II-LU-54 -'2-ATTACHMENT K I 0 NATU 16 RESOURCES CHAPTER COASTAL ELEMENT COASTAL ELEMENT LAND USE PLAN LAND USE, DENSITY AND OVERLAY SCHEDULE TABLE C-1 (Continued) LAND USE TYPICAL PERMITTED USES CATEGORY COMMERCIAL Commercial Small-scale retail commercial, professional offices, eating and drinking Neighborhood (CN) establishments, household goods, food sales, drug stores, personal services, cultural facilities, institutional, health, government offices and similar uses. Generally, individual establishments should not exceed 10,000 square feet. If feasible, their frontage should be designed to convey the visual character of small storefronts. The Commercial Neighborhood (CN) designation shall utilize the standards of the General Commercial District (CG) of the Zoning Code for im lementation. Commercial Retail commercial, professional offices, eating and drinking General (CG) establishments, household goods, food sales, drugstores, building materials and supplies, personal services, recreational commercial, hotels /motels, timeshares *, cultural facilities, government offices, educational, health, institutional and similar uses. Commercial Visitor Hotels /motels , timeshares *restaurants, recreation-related retail sales,(CV)cultural uses (e.g., museums) and similar uses oriented to coastal and other visitors to the City. Marine related development such as marinas, retail marine sales, boat rentals, and boat storage which are coastal dependent developments shall have priority over any other type of development (consistent with resource rotection on or near the shoreline. INDUSTRIAL Industrial (I) Light manufacturing, energy production, resource production, research and development, warehousing, business parks and professional offices, supporting retail, financial, restaurants and similar uses. Warehouse and sales outlets. Marine related activities such as boat construction and dry boat storage. Coastal dependent development shall have priority over any other type of develo ment consistent with resource rotection ) on or near the shoreline. PUBLIC INSTITUTIONAL Public (P) Governmental administrative and related facilities, such as public utilities, schools, libraries, museums, public parking lots, infrastructure, religious and similar uses. Bolded *: Proposed Text THE CITY OF HUNTINGTON BEACH GENERAL PLAN IV-C-26 C11 "Vcp NATU• RESOURCES CHAPTER COASTAL ELEMENT COMMUNITY DISTRICT AND SUBAREA SCHEDULE TABLE C-2 (continued) Subarea Characteristic Standards and Princi les 4B Design and Category: Specific Plan ("-sp") Existing Oil Development • Requires the preparation of and development in conformance with a Property Conceptual Master Plan of Development and Specific Plan. (Cont.)• The preparation of a Specific Plan may be phased in conformance with the conceptual Master Plan. • Establish a cohesive, integrated residential development in accordance with the policies and principles stipulated for "New Residential Subdivisions " (Policies LU 9.3.1 and LU 9.3.4). • Allow for the clustering of mixed density residential units and integrated commercial sites. • Require variation in building heights from two (2) to four (4) stories to promote visual interest and ensure compatibility with surrounding land uses. • Commercial development shall be prohibited along the Palm Avenue frontage. • Residential development along Palm Avenue shall be compatible in size, scale, height, type, and massing with existing development on the north side of Palm Avenue. • Visitor Serving Commercial development shall be oriented along the Pacific Coast Highway frontage. • Minimize vehicular access points onto arterial streets and highways including Palm Avenue, Golden West Street, Pacific Coast Highway, and Seapoint Street. • Open space and neighborhood parks, which may be private, shall be provided on site. 4C Permitted Uses Category: Commercial Visitor ("CV") PCH/First Visitor-serving and community-serving commercial uses, restaurants, (Lake) Street entertainment, hotels /motels, timeshares *and other uses (as permitted by the "CV" and "CG" land use categories) Density /Intensity Category: "-F7" • Height: eight (8) stories Design and Category: Specific Plan ("-sp") Development • Establish a unified "village" character, using consistent architecture and highly articulated facades and building masses. • Require vertical setbacks of structures above the second floor. • Incorporate pedestrian walkways, plazas, and other common open spaces for public activity. • Provide pedestrian linkages with surrounding residential and commercial areas. • Establish a well-defined entry from PCH. • Maintain views of the shoreline and ocean. Bolded *: Proposed Text THE CITY OF HUNTINGTON BEACH GENERAL PLAN IV-C-37 ATTACHMENT NO. a_-%* 9 Subarea 4D Waterfront 4E PCH/Beach Northeast NATU& RESOURCES CHAPTER COASTAL ELEMENT COMMUNITY DISTRICT AND SUBAREA SCHEDULE TABLE C-2 (continued) Characteristic Permitted Uses Density/Intensity Design and Development Permitted Uses Density /Intensity Design and Development 4F Permitted Uses Wetlands 4G Permitted Uses Edison Plant Design and Develo ment 4H Permitted Uses Brookhurst- Ma nolia Bolded *: Proposed Text Standards and Princi les Category: Commercial Visitor ("CV") Hotels/motels, timeshares *and supporting visitor-serving commercial uses (in accordance with Development Agreement) Category: "-F7" • Hotel/motel rooms: 1,690 • Commercial : 75,000 square feet Category: Specific Plan("-sp") As defined by the adopted Development Agreement. Category: Open Space Conservation ("OS-C"), uses permitted by the Commercial Visitor ("CV") land use category, and free-standing multi-family housing ("RM"). (Please refer to the Land Use Map for the exact boundaries of each land use desi nation. Category: • For RM designations, 15 units per acre • For CV designations, F2 • Height: three (3) stories Category: • Establish a major streetscape element to identify the Beach Boulevard-PCH intersection. • Site, design, and limit the scale and mass of development, as necessary, to protect wetlands. • Maintain visual compatibility with the downtown. • Incorporate onsite recreational amenities for residents. • Minimize access to and from PCH, providing an internal roadway system. • Incorporate extensive landscape and streetscape. Category: Conservation ("OS-C") • Wetlands conservation. Category: Public ("P") and Conservation ("OS-C") • Wetlands conservation. • Utility uses. In accordance with Policy LU 13.1.8. Category: Conservation ("OS-C") Wetlands conservation. THE CITY OF HUNTINGTON BEACH GENERAL PLAN IV-C-38 Al ACH. ENTNO0 i1. NATU• RESOURCES CHAPTER COASTAL ELEMENT facilities on private land to be open to the public. (I-C 7) C 3.2.3 Encourage the provision of a variety of visitor- serving commercial establishments within the Coastal Zone, including , but not limited to, shops , restaurants, hotels and motels , and day spas. (I-C 1, I-C 2, I-C 3, I- C 4) *C 3.2.4 Timeshares may be permitted in Commercial General District (CG), and Mixed Use Districts (M, MH, and MV), and Commercial Visitor District (CV) as part of a master plan project, provided that any such project be conditioned as follows: (I-C 1, I-C 2, I-C 3, I-C 7) a) That at least twenty-five percent of the units be permanently reserved for transient overnight accommodations during the summer season (beginning the day before the Memorial Day weekend and ending the day after Labor Day). b) That the timeshare facility operate as a hotel including requirements for a centralized reservations system, check-in services, advertising, security, and daily housecleaning. C 3.2.5 Establish an ongoing program to permit recreational vehicle camping during the winter months at City beach parking lots. (I-C 22j) C 3.2.6 Encourage additional overnight recreational vehicle camping facilities, adequately screened, in the recreation areas on both sides of Newland Street near Pacific Coast Highway and on the State beach parking lots during the winter months . (I-C 22j) C 3.2.7 Investigate the feasibility of providing year round camping below the bluffs, northwest of the Municipal Pier, between Ninth Street and Goldenwest Street. (I-C 22j) C 3.2.8 Promote the implementation of and funding for the proposed Orange Coast River Park concept . The Orange Coast River Park is envisioned as a linkage of public parks (Talbert and Fairview Regional Parks) and private open space lands along and near the mouth of the Santa Ana River, including possible linkages with open space lands located on the inland side of Pacific Coast Highway , between the Santa Ana River and Beach Boulevard in Huntington Beach. (I-C 1, I-C 2, I-C 17) C 3.2.9 Promote and support the implementation of the proposed Wintersburg Channel Class I Bikeway . (I-C 1, I-C 2) C 3.2.10 Promote and support the development of, the City and County portions of the Harriett M. Wieder Regional Park. Include a continuous trail system from Huntington Central Park to the beach, along the eastern border of the Bolsa Chica wetl ands, if feasible . (I-C 1, I-C 2, I-C 17) C 3.2.11 Encourage and support the following recreational facilities and design characteristics within the Harriett M. Wieder Regional Park: (I-C 1, I-C 2) a) Limit above ground structures to support facilities such as restrooms, picnic tables, bike racks, view THE CITY OF HUNTINGTON BEACH GENERAL PLAN IV-C-108 Au7ACW 5 NT N August 24, 2004 Public o en s ace: Outdoor or unenclosed area on the ground floor or above floor levels designed and accessible for use by the general public. Public open space may include one of the following: patios, plazas, balconies, gardens or view areas accessible to the general public, and open air commercial space, open to the street on the first floor, or on at least one side, above the first floor, or open to the sky. The open space requirement can be met anywhere in the development; however, open space provided above the second floor will receive only fifty (50) percent credit toward this requirement. This requirement cannot be met by open areas which are inaccessible to the general public or are contrary to specific requirements of a district. Public ri ht-of-wa : That property dedicated through acquisition or easement for the public right-of-way or utility purposes which includes the area spanning from the property line on one side of a street to the property line on the other side of a street. Recreational Vehicle: A travel Trailer, pick-up camper or motorized home with or without a mode of power and designed for temporary human habitation for travel or recreational purposes. Rehabilitation: The physical repair, preservation, or improvement of a building or structure. Does not include an expansion of existing floor area greater than ten (10) percent; does not increase the building height; does not result in an increase in permitted density. Residual arcel: A legal lot which does not meet the requirements for a building site within the District in which it is located, and where the abutting sites are already developed. Ri ht-of-Wa ROW : That portion of property which is dedicated or over which an easement is granted for public streets, utilities or alleys. Semi-subterranean arkin : Parking structure which is partially recessed into the development site, and which may or may not support additional structures above (e.g. dwelling units, tennis courts, or parking structures). Setback: A stipulated area adjacent to the lot lines which must be kept free of structures over forty-two (42) inches high. Street level: The elevation measured at the centerline of the public street adjacent to the front setback at a point midway between the two side property lines. Suite Hotel: A building designed for or occupied as a temporary lodging place which contains guest rooms and may contain kitchenettes and a separate living room for each unit. Timeshares : A project within a master plan development wherein a purc aser receives the right in perpetuity , for life , or for a term of years, to the recurrent , exclusive use or occupancy of a lot, parcel, unit , room (s), or segment of real property, annually or on some other seasonal or periodic basis, for a period of time that has been divided and shall include , but not be limited to time -share estate , interval ownership , vacation license , vacation lease , club membership, time- shares use, condominium /hotel , or uses of a similar nature. G:DWNTWNSP 4 Downtown Specific Plan Revised 2/06/02 TACHMENT NO. DOWNTO^ SPECIFIC PLAN LEGISLAV E DRAFT 4.9 DISTRICT #7: VISITOR-SERVING COMMERCIAL Purpose. This District extends southeast of the Downtown core adjacent to Pacific Coast Highway. The principal purpose of this District is to provide commercial facilities to serve seasonal visitors to the beaches as well as to serve local residents on a year round basis. This District also provides a continuous commercial link between the Downtown and the visitor-commercial/recreation District near Beach Boulevard. Boundaries. District #7 extends from First Street to Huntington Avenue between PCH and the proposed Walnut Avenue extension. 4.9.01 Permitted Uses. (a) The following list of Visitor-Serving Commercial uses in District No. 7 may be allowed. Other visitor serving related uses as described in the Land Use Plan, and which have the same parking demand as the existing use not specified herein may be allowed subject to the approval of the Director. Change of use shall be subject to the approval of the Director: . Art gallery . Bakeries Banks and savings and loans branch offices (not to exceed five-thousand (5,000) square feet) Beach, swimming and surfing equipment Bicycle sales, rental and repair Boat and marine supplies Bookstores Carts and Kiosks pursuant to Section 230.94 of the Huntington Beach Zoning and Subdivision Ordinance Clothing stores Delicatessens Florists Groceries (convenience) Ice cream parlors Laundromats, laundries Meat or fish markets Newspaper and magazine stores Newsstands Outdoor dining pursuant to S.4.2.33 Photographic equipment sales Photographic processing Professional Office (not to exceed fifty [50] percent of total floor area) Public Transportation Center Shoe stores Sporting goods Tourist related public and semi-public buildings, services and facilities Travel agency Note: Visitor-serving commercial uses must be a part of all development proposals in this District, with a minimum requirement that the entire street level be devoted to Visitor-Serving Commercial Uses. G:DWNTWNSP 50 Downtown Speci fic Plan Revised 2/06/02 mo). 3::'Y (b) The following list of uses and any new construction, or change of such use in District No. 7 may be allowed subject to the approval of a Conditional Use Permit. For example: Automobile service stations Dancing and/or live entertainment Health and sports clubs Hotels and motels Liquor stores Permanent parking lots and parking structures Restaurants Taverns Theaters Timeshare Projects /Units 4.9.02 Minimum Parcel Size. No minimum parcel size shall be required for this District. However, prior to the approval of any development, including subdivision, a master site plan for the entire District shall be approved by the Planning Commission. Development which is in conformance with the site plan may then be permitted. 4.9.03 Maximum Densi /Intensi . (a) The maximum intensity of development shall be calculated by Floor Area Ratio (FAR) for the District. The floor area ratio shall apply to the whole District. The floor area ratio shall be 3.0 calculated on net acreage. 4.9.04 Maximum Buildin Hei ht. The maximum building height shall be eight (8) stories. 4.9.05 Maximum Site Covera e. The maximum site coverage shall be fifty (50) percent of the net site area. 4.9.06 Setback Front Yard . The minimum front yard setback for all structures exceeding forty-two (42) inches in height shall be fifty (50) feet from PCH. 4.9.07 Setback Side Yard . The minimum exterior side yard requirement shall be twenty (20) feet. 4.9.08 Setback Rear Yard . The minimum rear yard setback shall be twenty (20) feet from the proposed Walnut Avenue extension. Note: An additional ROW dedication will be required to provide for the Walnut Avenue extension. 4.9.09 Setback U er Sto . No upper story setback shall be required in this District. 4.9.10 Open Space. Public open space and/or pedestrian access shall be required for development projects in order to assure a predominantly visitor-serving orientation. 4.9.11 Corridor Dedication. Development in District #7 shall require the dedication of a twenty (20) foot corridor between Atlanta Avenue and PCH for public access between the southern end of the Pacific Electric ROW and PCH. This requirement may be waived if an alternative public use is provided or if the corridor is deemed unnecessary G:DWNTWNSP 54 Downtown Specific Plan Revised 2/06/02 ATTACHW 9T NO.- DOWNTOWN SPECIFIC PLAN LEGISLATIVE DRAFT 4.11 DISTRICT #9: COMMERCIAL/RECREATION Purpose. The purpose of this District is to encourage large, coordinated development that is beach-oriented and open to the public for both commercial and recreational purposes. Boundaries. District #9 is bounded by PCH on the south, Beach Boulevard on the east, Huntington Street on the west, and on the north by the proposed Walnut Avenue extension. 4.11.01 Permitted Uses. (a) The following list of commercial recreation uses in District No. 9 may be allowed. Other visitor serving related uses as described in the Land Use Plan, and which have the same parking demand as the existing use not specified herein may be allowed subject to the approval of the Director. A change of use shall be subject to the approval of the Director. For example: Carts and Kiosks pursuant to Section 230.94 of the Huntington Beach Municipal Code Retail sales Tourist related uses Outdoor dining pursuant to S.4.2.33 (b) The following list of uses and any new construction, or change of such use in District No. 9 may be allowed subject to approval of a Conditional Use Permit. For example: Dancing and/ or Live entertainment Hotels, motels Recreational facilities Restaurants Timeshare Projects /Units 4.11.02 Minimum Parcel Size. No minimum parcel size shall be required for this District. However, prior to approval of a Conditional Use Permit by the Planning Commission for any development, a master site plan for the entire District shall be approved by the Planning Commission. Development which is in conformance with the site plan may then be permitted. 4.11.03 Maximum Densi /Intensi . The maximum intensity of development shall be calculated by floor area ratio (FAR) for this District. The floor area ratio shall apply to the entire project area. Floor area ratios shall be calculated on net acreage. (a) The maximum floor area for developments in this District shall be calculated with a multiple of 3.0. 4.11.04 Maximum Buildin Hei ht. No maximum building height shall be required. 4.11.05 Maximum Site Covera e. The maximum site coverage shall be thirty-five (35) percent of the net site area. G:DWNTWNSP 60 Downtown Specific Plan Revised 2/06/02 ATTACHE MEN N,1,3.I C Existing Timeshare Properties in Orange County , California 967 Total Units Pro e Capistrano Surfside Inn 34680 Pacific Coast Highway Capistrano Beach, CA 92624 949-240-7681 Dolphin's Cove 465 W. Orangewood Avenue Anaheim, CA 92802 714-980-0830 Four Seasons Pacifica 326 Encino Lane San Clemente, CA 92672 949-492-6103 Laguna Shores 419 N. Coast Highway Laguna Beach, CA 949-494-8521 Laguna Surf 611 South Coast Highway Laguna Beach, CA 92651 949-497-6299 Marriott's Newport Coast Villas 23000 Newport Coast Drive Newport Coast, CA 92657 1-888-765-3575 Peacock Suites Resort 1745 S. Anaheim Blvd. Anaheim, CA 92805 714-535-8255 Riviera Beach and Spa Resort 34630 Pacific Coast Highway Capistrano Beach, CA 92624 949-248-2944 Riviera Shores Resort 34642 Pacific Coast Highway Capistrano Beach, CA 92624 949-489-5555 San Clemente Cove Resort 104 South Alameda Lane San Clemente, CA 92672 949-492-6666 San Clemente Inn 2600 Avenida del Presidente San Clemente, CA 92672 949-492-6103 Number of Units 37 136 5 34 25 330 139 102 28 34 97 Prepared by: Robert Mayer Corp.1 AtTA/ CEMENT NO.l -- • Survey date : December 9, 2004 Prepared by: Robert Mayer Corporation Source: Interval International htt ://www.intervalworld.com/ Maintour.com - timeshare resort directory - San Clemente & Laguna Beach htt ://www.maintour.com/socal /or rent2.htm Platinum Interchange htt ://www. latinuminterchan e.com/ RCI h ://www.rci.com/ Vacation Resorts International htt ://www.vrivacations.com/resortdirecto html Verification : Telephone verification to each resort December 9, 2004 by Robert Mayer Corporation. Prepared by: Robert Mayer Corp. 2 ATTACHMENT 0 • 1/20/2005 10 /// . Most major hoteliers involved • US industry image improved •Growing segment of travel industry Vacation experience is emphasized As a brief introduction, many of us are aware that in past decades the timeshare industry acquired a less than noble reputation. However, in the 1990's major hoteliers like Marriot and Hilton entered the timeshare industry. This, together with heightened government regulations, construction of luxury quality resorts and better sales practices, led to a steady improvement in the image of the timeshare product. As a result, timeshares today are a rapidly growing segment of the travel industry. And, the timeshare sales approach has become more focused on selling a perpetual, worry-free, high-quality vacation experience that provides a fundamental lifestyle change for the buyer. No longer is vacation time, an often postponed extravagance, it is a pre-paid, essential ingredient to a more enjoyable life. a o6 1 • I / California: '125 Resorts` J I. to 1/20/2005 Timeshare resorts exist in almost every state in the U.S. California, with 125 resorts and still counting, ranks second in the country behind Florida in the number of timeshare resorts. 1/20/2005 0 • Fixed • Float • Split Week • Points • Loyalty Programs • Exchange The original timeshare concepts were marketing driven, meaning that the product was a simple, tangible concept that could be easily explained to the customer. The original concept of a single, repeating fixed week interval every year still exists with older resorts, but it quickly evolved into the concept of floating time, where the timeshare owner enjoys the right to reserve his week within a season on an annual basis. Typically divided into high, low or mid- season categories, such classification affects both the original purchase price and the flexibility to exchange the unit through various exchange programs that all modern timeshare resorts are affiliated with. And, in a move towards even greater flexibility, some programs allow owners to split their week of ownership into separate blocks of days. Today, most timeshare programs sold in affiliation with major hotel brands are consumer driven, meaning that they over a wide array of choices for the consumer via point programs that allow exchanges to other resorts and hotels within the brand, or even for airfare and car rentals. Also, frequent traveler loyalty programs are being integrated with the point programs, so as to encourage loyalty to the brand in all forms of both business and vacation travel. And finally, all modern timeshare resorts are affiliated with one or more worldwide exchange companies which provide the timeshare owner the opportunity to exchange their timeshare interval for a vacation at thousands of other resorts throughout the world. 3 1/20/2005 =10H F:ATION CLUB Lock-off Feature . Trend to larger units • Two bedroom most popular • Lock-off units add flexibility tH The timeshare unit today is typically much larger than a normal hotel room. A ve ry popular option is the two-bedroom lock-off design, where the second bedroom with its own bathroom can be locked-off from the main unit and entered separately. This allows the flexibility for the timeshare owner to choose to occupy only the main unit, allowing the second bedroom to be rented to the public as a standard hotel room. Next, I'm going to very quickly summarize several of the leading timeshare companies in the nation today. 4 • • 52 Resorts, 6,000 units, 225,000 families • U.S., Aruba, France, Spain, Thailand • Palm Desert & Newport Coast The Marriott corporation was the first major hotel brand to enter the timeshare industry. Today, Marriot has developed 52 timeshare resorts with over 6,000 units and 225,000 timeshare owners. Their properties range from the U.S., the Caribbean, Europe and Asia. Of local note, their Palm Desert resort is one of the region's most successful on-going timeshare developments, and they also have developed a luxury timeshare resort at the Newport Coast. 1/20/2005 5 • . Hawaii, Florida, Nevada, Colorado, Mexico, Scotland . 31 resorts r Hilton is also active in the industry, with reso rts in Hawaii, Florida, Nevada, Colorado, Mexico and Scotland. They have both resorts they developed themselves, and they directly manage other timeshare resorts previously developed by others. 1/20/2005 6 1/20/2005 // l ® 7 resorts Florida, New York, South Carolina . Disneyland, cruise line and adventure vacation programs In the early 1990's the Disney Corporation began developing a timeshare resort at Disneyworld in Orlando, Florida. They now include 7 reso rts, including a location in New York and South Carolina. Indicative of the trend toward vacation experiences rather that just resort amenities, ownership of a Disney timeshare interest also provides opportunities for visiting Disneyland, voyages on the Disney cruise line, and adventure programs such as African safaris sponsored by Disney. 7 • 1/20/2005 0 10 a . • 4 L,+ k) "1dC. Ne vv' Do ."t t . I Hyatt also has developed 11 timeshare resorts at various resort locations from Aspen Colorado, Carmel, California, and in New Mexico. Florida and Puerto Rico 8 0 0 1/20/2005 Sheraton is another hotel brand active in the timeshare industry. Sheraton operates six timeshare resorts oriented towards golfing in Florida, South Carolina and Arizona. 0 0 1/20/2005 . . •0 r esO-'rt. C:"'af rnla, Arizona, H ma h, C:_ Dorado,. U.S. \Jirgin :Islands Baha ma Westin is also in the timeshare industry with resorts in California, Arizona Hawaii, Colorado, the U.S. Virgin Islands and the Bahamas 10 • 0 0 . 0 9 4 resorts, Colorado, Florida, St. Thomas , Fractional ownership Ritz Carlton leads the way in the luxury catego ry of timeshares with four reso rts in Colorado, Florida and St. Thomas. The Ritz Carlton program is a variation of traditional timeshares called fractional ownership, where the interval period is longer than one week, typically a month. A purchaser in this catego ry is definitely in the upper class, as benefits can include private jet cha rters. 1/20/2005 11 • • 1/20/2005 0 4 resorts California, Arizona, Wyoming and Mexico . Fractional Ownership Four Seasons is also in the luxury category of timeshare resorts with locations in California (being the Aviara in north San Diego County), and also in Arizona, Wyoming and a project under development in Mexico. Like Ritz Carlton, the Four Seasons program is a fractional interest representing a one month interval. 12 1/20/2005 6 9 resorts California, Florida, Hawaii, Mexico, Canada Intrawest is a resort development firm known primarily for its ski reso rts in Canada. They have also expanded their timeshare projects into California, Florida, Hawaii and Mexico. 13 1/20/2005 • 56 resorts . California, Hawaii, 17 other states and St. Thomas Fairfield Resorts, through direct development and acquisition of other timeshare developments, operates 56 timeshare resorts in California, Hawaii and 17 other states, as well as St. Thomas. Fairfield is one of numerous brands owned by Cendant Corporation, owners of Ramada hotels, Centu ry 21 and Coldwell Bankers real estate brokers, Avis and Budget car rentals, and RCI, the world 's largest timeshare exchange company. 14 • • 1/20/2005 • Anaheim, Dana Point, San Clemente, Laguna Beach, Newport Coast - 967 units total • Marriot's Newport. Coast Villas - 330 units I And closer to home, in Orange County there are currently a total of eleven existing timeshare properties in existence, totaling 967 units. These properties are near Disneyland in Anaheim, at Capistrano Beach in the City of Dana Point, in Laguna Beach and San Clemente, and the newer addition is Marriott's Newpo rt Coast Villas with 330 units that are just finishing construction this year. This development is representative of new timeshare development today, a premium quality resort project with a national brand affiliation. 15 • . 1/20/2005 swine Company 's Pelican H.i at Newport Coast :_ r :Fom hotelh bedroom villas rep ?t four bedroom oine°': as and ho ie's as fra'..t onc:s1 in:terest`- 1: etien panned for 2(J l Additionally, the Irvine Company has announced plans to build a 204 room hotel plus 52 two bedroom villas and 76 three and four bedroom homes at the Pelican Hill site just west of Marriott's Newport Coast Villas. The new villas and homes will be sold in fractional interests, which are timeshare interests of longer duration that the typical one week period. In this case, the Irvine Company anticipates that it will sell interests of 8 to 12 weeks in length. Operation of the project by a national brand is being considered, though it is likely that the project will be developed as an independent, boutique luxury product. Completion is planned for the second half of 2008 16 • • 1/20/2005 I I 1 • • 0 Source: Ragatz Associates Who are these timeshare owners? The average timeshare owner is 53 years old, has an income of $85,000 per year, 84% are married, almost all own their home and more than half are college graduates. 17 9 0 1/20/2005 • Lodging alternative for H.B. • More stable year-round visitors . Higher dining, shopping, entertainment spending in the community of +$1,000 per timeshare visit= . Family-oriented customers Source: PriceWaterhouseCoopers In conclusion, if a timeshare resort is developed in Huntington Beach in the future, what might it mean for the community? Huntington Beach now enjoys a sizeable hotel business, with a range of lodgings from budget to luxury. A timeshare resort is nothing more than another lodging alternative for future visitors and residents. A timeshare resort ultimately sells most all of its intervals throughout the year, and will enjoy a more stable level of year-round occupancy than traditional hotels. Timeshare visitors don't cancel their vacation at the last moment because of a bad weather forecast. As a result, local business will benefit in both high season and low season. Of particular importance is the fact that timeshare visitors stay for a longer period than hotel guests, and therefore venture out to local restaurants and shopping more frequently. Also, they don't face a steep hotel built at checkout. As a result, the average timeshare visit results in over $1,000 in spending in the local community for dining, shopping and entertainment. This is a far greater benefit to local businesses than traditional hotel visitors. Lastly, the timeshare owner is a family-oriented visitor that will respect and be loyal to this community and its local businesses. 18 •0 PKF suit! December 17, 2004 865 South F+gueroa Street suite 104 Los Angeles CA 90017 Telephone (213) 680.0900 Telefax (213) 6234240 Ms. Rosemary Medel ,6 Associate Planner INoICity of Huntington Beach . 2000 Main Street o Huntington Beach, California 92648 6 %:=' Dear Ms. Medel: PKF Consulting has been retained by the Robert Mayer Corporation to analyze for the City of Huntington Beach the adequacy of the hotel supply within Huntington Beach and Sunset Beach. To conduct our analysis, we have evaluated the existing supply of hotels and hotel rooms within this market, the rooms available at each quality level, and the monthly/seasonal occupancies and average daily rates for a representative sample. We also looked at two comparable California destinations relative to these same criteria, namely Carmel and Santa Barbara. Based on the analysis presented herein, we conclude that there is an adequate supply of transient visitor accommodations in the Huntington Beach and Sunset Beach market. This report is subject to the attached Statement of Assumptions and Limiting Conditions. Our analysis and conclusions are based on the following facts and assumptions. Huntington Beach/Sunset Beach Hotel Supply The market comprised of Huntington Beach and Sunset Beach contains 1,795 hotel rooms in 21 hotels. These hotels offer a wide range of quality levels, from one- to four-diamond equivalency ratings, which translates to a wide range of rooms at differing rates available to overnight visitors. The ratings and equivalencies are based on the AAA standards of quality for hotel ratings, with which the majority of hotels are affiliated. The table on the following page shows the number of hotels and hotel rooms within each quality level. Huntington Beach/Sunset Beach Dis rsion of Hotel uali Levels Quality Rating (in diamonds) Total Hotels Total Number of Rooms 2 807 4 363 8 411 7 214 Source: Automobile Association of America and PKF Consultin 2 This chart shows that from a physicality standpoint, there are a number of hotel rooms within the market positioned to capture a wide variety of guests. Definition of "Transient Visitor Accommodations " and "Adequate Supply" Based on our analysis, which is presented and substantiated in the following, we conclude that there is an adequate supply of transient visitor accommodations within Huntington Beach and the Huntington Beach/Sunset Beach hotel market. Before detailing our analysis and rationale, it is important to provide definitions of "transient visitor accommodations" and "adequate supply." Transient visitor accommodations are defined as lodging that is available for rent for a minimum of one night to a maximum of thirty days for the purposes of visiting a destination for commercial, leisure, group, government, military, or other temporary purposes. Transient visitor accommodations are subject to transient occupancy tax, which is discussed in more detail later in this letter. An adequate supply of rooms within a hotel market would be defined as a large enough capacity to accommodate the demand desiring hotel rooms in that market in all seasons, including during times of peak levels of demand. In a previous study of room supply in another California destination, having an "adequate supply" was reported as market occupancies lower than 95 percent during peak periods of demand. If occupancies exceed 95 percent during peak visitation months, it was deemed that a surplus of rooms was not available and therefore the supply was not adequate. If occupancies during peak demand periods did not exceed 95 percent, then it was concluded that an adequate supply was available. From the alternative perspective, adequate supply must also achieve an economic balance that prevents an oversupply of rooms during lower periods of demand. By achieving this balance, profitability of the individual hotels can be maintained at a level where regular maintenance and capital expenditures can be sustained and properties are not forced into bankruptcy due to idle capacities. An over-saturation of hotel supply within a market can cause just such consequences. Destination markets such as Phoenix and Salt Lake City have experienced this problem. Salt Lake City is a ski resort that is located proximate to the city center, while Phoenix is a desert destination with self-contained resorts and resort activities such as golf and tennis. In such markets, it may be easy to find land zoned for hotel use, and when financing is readily available additional supply can ensue. However, if demand does not keep pace with supply, the consequences are idle capacity, deferred property upkeep, and potentially bankruptcies. Based on these definitions, a market containing an adequate supply of hotel rooms would also be considered a "healthy" and balanced market. The inverse would also be true, that a "healthy" and balanced market contains an adequate supply of hotel rooms. 3 Effect of Rate on Occupancy Levels An important consideration when determining adequate supply is the effect of rates on occupancy levels. Typically there is an inverse relationship between occupancy and rates in hotel markets. More specifically, occupancies will typically increase as rates decrease, and alternately occupancies will decrease as rates rise. Independent of location-specific demand, significant peaks in occupancy levels can also signify rates that are below market levels, and low occupancy levels can be indicative of rates that are higher than the market can bear. Advance Reservation Accommodation Of course, even during peak periods of demand, a visitor seeking accommodations can very likely be accommodated if reservations are made in advance. Peaks in demand are often fueled by last-minute reservations and walk-in demand that may not have originally sought accommodations or planned to stay in the particular market. Proximity to Regional Supply Unlike other visitor destinations, which may be located in more remote areas with limited facilities and amenities available, Huntington Beach is located within the greater Orange County and Los Angeles County markets. With its beachfront location near the northern border of Orange County, just a few miles from the southern border of Los Angeles, visitors to Huntington Beach have the option to stay in the immediate area, or choose from over 50,000 hotel rooms within Orange County or over 100,000 rooms within Los Angeles County. Visitation to Huntington Beach With annual visitation levels of approximately 11 million, Huntington Beach is an attractive tourist destination. Of these visitors, a significant number are day visitors who do not require overnight accommodations in Huntington Beach. This is due to a number of factors, including the high quality of the surf which draws surfers from the immediate region, as well as the accessibility of the City's beaches and the abundance of parking proximate to the beach. Therefore, a high level of visitation does not directly translate into a high demand for transient overnight accommodations. Seasonality and Patterns of Demand Huntington Beach is less of a seasonal market than other visitor destinations, for two key reasons. First, its location within the Los Angeles Basin, as discussed in the previous paragraph, generates demand from a number of segments (leisure, commercial, and group) throughout the year. Of course, additional demand is captured during the summer months and on weekends due to Huntington Beach's ocean orientation. It is important to note that weekends are a time of high demand for Huntington Beach, even outside of the summer months, illustrating that Huntington Beach is more of a year-round destination than several other visitor markets. 4 Second is the weather pattern in Huntington Beach, which is mild and sunny for most months of the year. The average temperature in Huntington Beach is 62 degrees Fahrenheit, from a low of 50 degrees Fahrenheit in December to a high just over 80 degrees Fahrenheit in August. Much of the coastline within Orange and Los Angeles Counties is comprised of south- and southwest facing beaches, offering a better climate year-round than its San Diego, Central California, and Northern California neighbors. As one moves south along the California coast to San Diego, coastal weather patterns bring fog during the summer months, specifically in the morning hours. Moving north along the coastline, temperatures tend to be lower on the average (57 degrees Fahrenheit in Carmel) accompanied by wind and heavier levels of precipitation. Long-Term Permanency of Hotel Supply The economic impact of tourism is extremely significant within southern California, especially in coastal markets. This has not only benefited hotel owners and operators in the profitability of their hotel properties, but also provides significant revenues to individual cities. Cities benefit from hotel developments within their borders through transient occupancy tax (TOT) revenues charged on every hotel room night sold, and may also receive considerable revenues from property tax income, particularly from developments located within the redevelopment zones. These revenues can be a significant portion of the City's revenue and budgetary considerations, and is so coveted that some cities have either contributed to private hotel developments or developed hotel properties themselves to get a foothold in these valuable revenue streams. Because of the importance of these revenue sources to cities, it is highly unlikely that existing hotel properties will cease to exist or that land available for development or redevelopment of hotels or other visitor-serving accommodations would be rezoned for other uses. This further protects the adequacy of supply in all markets in the long-term, including Huntington Beach. Diversity of Hotel Product within Huntington Beach As mentioned in the beginning of this letter, Huntington Beach offers a diverse selection of hotel products, relative to the facilities and amenities offered, quality level, and rate. As every quality level from one- to four-diamond is represented within the market, this ensures that anyone seeking accommodations in Huntington Beach, regardless of price, will have lodging options available to them. Occupancies levels in all months suggest appropriate rate positioning of the properties within the market and a balanced supply to satisfy the demand in the market. Analysis of Adequate Supply We have completed an analysis of occupancy segmented by month for the Huntington Beach market, as well as for the markets of Santa Barbara and Carmel. We further divided Huntington Beach into quality levels to determine whether the supply is appropriately paired with the demand. For Huntington Beach we used a sampling of the hotel market totaling nearly 1,200 rooms, or 67 percent of the total hotel supply within the Huntington Beach/Sunset Beach market. The hotels in the sample represent the two-, three-, and four- diamond quality levels. S The following table presents the occupancy and rate by month for the Huntington Beach market. Huntington Beach/Sunset Beach Estimates of Hotel Occupancy and Rate by Month (T ili T l M th )ra n we ve on s TOTAL 4-Diamond 2-3 Diamond Month Occ %ADR Occ %ADR Occ %ADR October 2003 51.0%$138.98 54.3%$167.24 43.6%$60.03 November 54.4 137.10 59.1 163.77 44.0 56.92 December 51.8 131.10 53.1 161.99 48.9 56.00 January 2004 58.3 131.71 62.1 158.41 49.9 57.19 February 62.1 145.35 70.6 168.81 43.1 59.18 March 62.0 142.82 66.0 172.12 52.8 60.67 April 63.3 147.74 71.0 172.94 46.1 60.80 May 65.9 145.30 70.0 175.84 56.8 61.03 June 74.0 147.90 77.0 180.17 67.4 65.23 July 78.6 169.93 82.1 209 .71 70.9 66.72 August 75.4 165.08 80.4 200.08 64.1 66.72 September 63.6 148.40 67.2 180.72 55.6 60.80 Bold typeface denotes occupancies in excess of 80 percent. Source: Individual Hotels and PKF Consulting The occupancy levels shown above show that even during the period of highest demand, which has historically been the month of July, an average of 384 units remain available each night of the month to capture potential future demand. Occupancies in the summer months have not exceed 79 percent as a market, which is well under the benchmark of 95 percent that would suggest an inadequate supply. This leads to the conclusion that there is an adequate supply of hotel rooms in the Huntington Beach and Sunset Beach market. As a test of reasonableness, we evaluated two other destination markets within California as to the adequacy of their hotel supply. Both of these markets, Santa Barbara and Carmel, are located in more remote areas, have a lower population base, require more lengthy travel from major metropolitan areas, and have fewer amenities within their overall vicinities. This features lead to occupancies during high periods of demand in excess of 80 percent for the Santa Barbara and Carmel markets, and in one instance, in excess of 90 percent. The following table shows the monthly rate and occupancy levels for a representative sample of hotels within Santa Barbara and Carmel. 6 Santa Barbara and Carmel Estimates of Hotel Occupancy and Rate by Month (rraili Twelve Months) Santa Barbara Carmel Month Occ %ADR Occ %ADR October 2003 74.2%$176.74 N/A N/A November 67.1 164.65 84.1%$252.74 December 55.0 153.51 51.9 194.72 January 2004 59.3 152.75 60.3 207.19 February 68.1 164.97 64.4 198.33 March 70.1 157.93 69.4 220.88 April 67.4 166.67 68.7 226.49 May 67.7 176.90 77.7 241.52 June 71.8 182.78 73.1 265.97 July 84.0 206.91 76.7 275.93 August 88.0 220.52 89.8 288.09 September 76.2 184.42 92.0 325.04 October 74.1 174.51 83.4 280.16 November N/A N/A 78.0 289.00 Bold typeface denotes occupancies in excess of 80 percent. Source: Individual Hotels and PKF Consulting Based on our analysis and interpretation of this data, coupled with our knowledge of the overall hotel industry and our experience in the Huntington Beach hotel market, we conclude that there is an adequate supply of transient visitor accommodations (hotel rooms) in Huntington Beach. Future Hotel Development within Huntington Beach Huntington Beach possesses opportunities for continued hotel development. Currently, 140 hotel rooms are planned in the downtown area at the intersection of Fifth Street and Pacific Coast Highway and major portions of the downtown area remain zoned for mixed- use and commercial developments that can support visitor accommodation in the long- term future. Additionally, there is significant acreage along Pacific Coast Highway with water views that is zoned for hotels and other visitor-serving uses which can be expected to be developed as existing oil production on the sites is depleted and phased out. Therefore, even with continued growth in population and the resulting induced demand for transient accommodations, we believe that the additional inventory planned and proposed will maintain an adequate supply of transient visitor accommodations in the future. Should you have any questions relative to our assumptions and conclusions, or in the interpretation of the information contained herein, we would be happy to provide our assistance. We appreciate the opportunity to work on this most interesting assignment. Most sincerely, PKF Consulting B ce Baltin Senior Vice President Huntington Beach & Sunset Beach Hotels and Hotel Rooms by Quality Level Name of Establishment Minimum Published Rate AAA Diamonds Ci & State Zi /Postal Code Rooms 4-Diamond Quality (or equivalent) HYATT REGENCY HUNTINGTON BEACH 235 4 HUNTINGTON BEACH, CA 92648 51 HILTON WATERFRONT BEACH RESORT 174 4 HUNTINGTON BEACH, CA 92648 29 3-Diamond Quality (or equivalent) BEST WESTERN REGENCY INN 65 3 HUNTINGTON BEACH, CA 92648 6 HOTEL HUNTINGTON BEACH 75 3 HUNTINGTON BEACH, CA 92647 22 HARBOUR INN AT SUNSET BEACH 80 3*SUNSET BEACH 90742 2 0 BEST WESTERN HUNTINGTON BEACH INN 100-250 3*HUNTINGTON BEACH, CA 92648 50 2-Diamond Quality (or equivalent) COMFORT SUITES HUNTINGTON BEACH 80 2 HUNTINGTON BEACH, CA 92647 10 HOWARD JOHNSON EXPRESS INN & SUITES 65 2 HUNTINGTON BEACH, CA 92647 65 PACIFIC VIEW INN & SUITES 59-199 2 HUNTINGTON BEACH, CA 92649 21 RANCHO BOLSA CHICA INN 110-135 2*SUNSET BEACH 90742 10 EXTENDED STAY AMERICA HUNTINGTON BEACH 57-76 2*HUNTINGTON BEACH, CA 92647 10 GUESTHOUSE INNS HUNTINGTON BEACH (former S 45-85 2*HUNTINGTON BEACH, CA 92648 3 OCEAN FRONT RAMADA LIMITED 100 2*SUNSET BEACH 90742 5 ECONO LODGE SUNSET BEACH 70 2*SUNSET BEACH 90742 25 1-Diamond Quality (or equivalent) BEACH INN MOTEL 69 1 HUNTINGTON BEACH, CA 92648 3 SUN N SANDS MOTEL 69 1 HUNTINGTON BEACH, CA 92648 1 HUNTINGTON SUITES 58-88 1*HUNTINGTON BEACH, CA 92648 6 777 MOTOR INN 40 1*HUNTINGTON BEACH, CA 92649 4 •OCEAN VIEW MOTEL 55 1*HUNTINGTON BEACH, CA 92649 29 HUNTINGTON SURF INN 59-129 1*HUNTINGTON BEACH, CA 92648 9 EDELWEISS INN'55 1*HUNTINGTON BEACH, CA 92647 1 1,795 1 Closed for remodeling scheduled to open in February 2005 *These are not AAA ratin s but are estimations of uali Souce: PKF Consultin and Smith Travel Research level based on amenities and ublished rates. Quality Rating Total Hotels Total Number of Rooms 4 2 807 3 4 363 2 8 411 1 7 214 Addendum Statement of Assumptions and Limiting Conditions STATEMENT OF ASSUMPTIONS AND LIMITING CONDITIONS This report is made with the following assumptions and limiting conditions: Economic and Social Trends - The consultant assumes no responsibility for economic, physical or demographic factors which may affect or alter the opinions in this report if said economic, physical or demographic factors were not present as of the date of the letter of transmittal accompanying this report. The consultant is not obligated to predict future political, economic or social trends. Information Furnished b Others - In preparing this report, the consultant was required to rely on information furnished by other individuals or found in previously existing records and/or documents. Unless otherwise indicated, such information is presumed to be reliable. However, no warranty, either express or implied, is given by the consultant for the accuracy of such information and the consultant assumes no responsibility for information relied upon later found to have been inaccurate. The consultant reserves the right to make such adjustments to the analyses, opinions and conclusions set forth in this report as may be required by consideration of additional data or more reliable data that may become available. Hidden Conditions - The consultant assumes no responsibility for hidden or unapparent conditions of the property, subsoil, ground water or structures that render the subject property more or less valuable. No responsibility is assumed for arranging for engineering, geologic or environmental studies that may be required to discover such hidden or unapparent conditions. Hazardous Materials - The consultant has not been provided any information regarding the presence of any material or substance on or in any portion of the subject property or improvements thereon, which material or substance possesses or may possess toxic, hazardous and/or other harmful and/or dangerous characteristics. Unless otherwise stated in the report, the consultant did not become aware of the presence of any such material or substance during the consultant's inspection of the subject property. However, the consultant is not qualified to investigate or test for the presence of such materials or substances. The presence of such materials or substances may adversely affect the value of the subject property. The value estimated in this report is predicated on the assumption that no such material or substance is present on or in the subject property or in such proximity thereto that it would cause a loss in value. The consultant assumes no responsibility for the presence of any such substance or material on or in the subject property, nor for any expertise or engineering knowledge required to discover the presence of such substance or material. Unless otherwise stated, this report assumes the subject property is in compliance with all federal, state and local environmental laws, regulations and rules. Zonin and Land Use - Unless otherwise stated, the projections were formulated assuming the hotel to be in full compliance with all applicable zoning and land use regulations and restrictions. Licenses and Permits - Unless otherwise stated, the property is assumed to have all required licenses, permits, certificates, consents or other legislative and/or administrative authority from any local, state or national government or private entity or organization have been or can be obtained or renewed for any use on which the value estimate contained in this report is based. En ineerin Surve - No engineering survey has been made by the consultant. Except as specifically stated, data relative to size and area of the subject property was taken from sources considered reliable and no encroachment of the subject property is considered to exist. Subsurface Ri hts - No opinion is expressed as to the value of subsurface oil, gas or mineral rights or whether the property is subject to surface entry for the exploration or removal of such materials, except as is expressly stated. Ma s Plats and Exhibits - Maps, plats and exhibits included in this report are for illustration only to serve as an aid in visualizing matters discussed within the report. They should not be considered as surveys or relied upon for any other purpose, nor should they be removed from, reproduced or used apart from the report. Le al Matters - No opinion is intended to be expressed for matters which require legal expertise or specialized investigation or knowledge beyond that customarily employed by real estate consultants. STATEMENT OF ASSUMPTIONS AND LIMITING CONDITIONS (continued) Ri ht of Publication - Possession of this report, or a copy of it, does not carry with it the right of publication. Without the written consent of the consultant, this report may not be used for any purpose by any person other than the party to whom it is addressed. In any event, this report may be used only with proper written qualification and only in its entirety for its stated purpose. Testimon in Court - Testimony or attendance in court or at any other hearing is not required by reason of rendering this appraisal, unless such arrangements are made a reasonable time in advance of said hearing. Further, unless otherwise indicated, separate arrangements shall be made concerning compensation for the consultant's time to prepare for and attend any such hearing. Archeolo ical Si nificance - No investigation has been made by the consultant and no information has been provided to the consultant regarding potential archeological significance of the subject property or any portion thereof. This report assumes no portion of the subject property has archeological significance. Corn Dance with the American Disabilities Act - The Americans with Disabilities Act ("ADA") became effective January 26, 1992. We assumed that the property will be in direct compliance with the various detailed requi rements of the ADA. Definitions and Assum Lions - The definitions and assumptions upon which our analyses, opinions and conclusions are based are set forth in appropriate sections of this report and are to be part of these general assumptions as if included here in their entirety. 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MEMORANDUM TO: ROSEMARY MEDEL CITY OF HUNTINGTON BEACH PLANNING DEPARTMENT FROM : LARRY BROSE, SHAWN MILLBERN, THE ROBERT MAYER CORPORATION SUBJECT : GENERAL PLAN AMENDMENT NO. 03-03 / LOCAL COASTAL PLAN AMENDMENT NO. 03-02 / ZONING TEXT AMENDMENT NO. 03-03 / ENVIRONMENTAL ASSESSMENT NO. 03-07 REGARDING TIMESHARE USE RESPONSE TO UESTION REGARDING RECORDATION OF AIRSPACE CONDOMINIUM MAP DATE : 9/29/2004 CC: ETHEN THACHER, MAKAR PROPERTIES At our last meeting, you asked whether a timeshare project requires the recordation of an airspace condominium map. We consulted with legal counsel who specializes in the real estate law aspects of timeshare development and reviewed certain Department of Real Estate regulations to obtain the following information. Rather than just the short "yes/no" answer, I though you would benefit from a more thorough explanation of the manner in which timeshare interests are conveyed, so please forgive the lengthy answer. As you recall, timeshare interests are generally either a "right to use" interest which represents a contractual right of occupancy without a direct ownership in the real estate, or a "timeshare estate" which represents a right of occupancy coupled with an estate in real property. Ri ht To Use Timeshares: In a "right to use" project, a condominium airspace map is not necessary. The ownership of the entire property would typically be held by a trustee, such as a bank, in trust for the benefit of the timeshare owners, and the owners would receive their timeshare interest by a written contract in lieu of a deed. However, any timeshare project is governed by the California Department of Real Estate ("DRE") which requires that a governing set of timeshare CC&Rs approved by the DRE be recorded setting forth the timeshare regime. In order to maintain inventory control and distinguish between different types of units, the CC&Rs must describe the units with a specific numbering system approved by the DRE and by reference to a floor plan that is attached as an exhibit. The timeshare CC&Rs become a de-facto unit map for the project, albeit not a fully dimensioned three-dimensional map as would be the case with a recorded condominium map. The DRE requires that the approved system of time-share interval identification must be clearly set forth in the CC&Rs and other projects management documents, along with a covenant by the MEMORANDUM PAGE 2 OF 3 0 developer not to sell more intervals than the DRE agrees will be available for shared use and proper maintenance of the project. Timeshare Estate Interests: For "timeshare estate" projects where an interest in real property is being conveyed, the more common approach is to record a conventional condominium airspace map in addition to a set of timeshare CC&Rs. The industry standard is now a "fully floating" interval. That means that the timeshare buyer receives title to an interest in a particular unit, but the owner's use of that unit is restricted both under the deed and the CC&Rs. The deed would grant an undivided tenancy-in- common ownership interest in a particular condominium unit', but it would exclude the right to occupy that particular unit. The deed would then also grant to the timeshare owner a right to occupy any unit of that owner's unit type for a one week period to be reserved in accordance with certain reservation rules and the timeshare CC&Rs. Cross-use easements would be reserved and granted in the CC&Rs to enable the floating use program to work properly among condominium units of similar unit types. In some instances of timeshare estate projects, a condominium map is not recorded. A DRE approved numbering system and floor plan is attached to the recorded timeshare CC&Rs for inventory description and control purposes as was referenced earlier in "right to use" projects. However, a tenancy-in-common interest in a particular condominium unit is not conveyed. Instead, the deed would convey an undivided ownership interest in the entire project to the timeshare owner2. As in the prior case to establish a "fully floating" interval, the deed would exclude the right to use any specific unit, but would grant to the timeshare owner a right to use and occupy any unit of that owner's unit type for a one week period to be reserved in accordance with the reservation rules and timeshare CC&Rs. Cross-use easements would not be required, since all timeshare owners would have an undivided interest in the whole property. Additional Comments: Whether a condominium map is recorded or not, the DRE closely regulates the process to ensure that the timeshare interests being conveyed are clearly identified, the inventory of sold and unsold units can be easily tracked, and the project cannot be oversold. Further, title insurance is typically provided to timeshare owners, and the title insurance company also closely monitors the inventory of sold and unsold interests. Lastly, modern timeshare projects built as one phase with a large number of units creates a large unsold inventory of units for an extended period of time, which are often operated by the developer as hotel rooms until sold as timeshare units. In order to separate the timeshare owners ' Typically, a 1/51ST interest, where 51 weeks are conveyed to timeshare owners, and the remaining week is conveyed to the timeshare owners' association to allow time to perform significant maintenance and repairs to all the units in the project. 2 In the example of a building with 100 units and assuming 51 weeks are sold and 1 week is conveyed to the timeshare owner's association for maintenance purposes, the timeshare owner would receive a 1/5,100' undivided ownership interest in the entire property. 2 MEMORANDUM PAGE 3 OF 3 0 from the developer's temporary hotel operation, such projects are often documented separately at the condominium and the timeshare level. A set of condominium documents is created and a condominium structure is implemented having a condominium association responsible for the physical components of the building and the grounds. This condominium association is controlled by the developer. Then, a separate timesharing regime, with a separate timeshare association (controlled by timeshare owners), is overlaid on top of the condominium structure. The timeshare program is activated in phases representing blocks of units for which the timeshare association becomes responsible, with the balance of the units remaining as hotel rooms under the control of the developer's condominium association. As timeshare sales continue, additional blocks of units are relinquished by the condominium association and taken over by the timeshare association. Once all the timeshares are sold out, the documents provide for the merger of the two associations into the one timeshare association. 3 0 MEMORANDUM TO: ROSEMARY MEDEL CITY OF HUNTINGTON BEACH PLANNING DEPARTMENT FROM : LARRY BROSE, SHAWN MILLBERN, THE ROBERT MAYER CORPORATION SUBJECT: GENERAL PLAN AMENDMENT NO. 03-03 / LOCAL COASTAL PLAN AMENDMENT NO. 03-02 / ZONING TEXT AMENDMENT NO. 03-03 / ENVIRONMENTAL ASSESSMENT NO. 03-07 REGARDING TIMESHARE USE COASTAL ISSUES PROPOSED STAFF REPORT DISCUSSION AND FINDINGS DATE : 9/16/2004 CC: ETHEN THACHER, MAKAR PROPERTIES Introduction: The subject proposed amendments to the Local Coastal Plan and Zoning text will require the approval of the California Coastal Commission ("Commission"). In the past, the Commission has been very cautious with respect to the approval of timeshare uses, as discussed in greater detail below. We have received considerable expert advice regarding the past analyses and positions that the Commission has taken on prior applications involving timeshare use. The purpose of this memorandum is to detail certain issues that we believe are important topics for inclusion in a staff report for the subject applications to address the special concerns that the Commission has previously expressed. Additionally, we have discussed additional possible findings that we recommend that the City approve in conjunction with this application to further support the reasonableness of the City's action. As you know, we can expect the Commission to look very carefully at the proposed application. We believe that it would be most helpful that an approval by the City be based on a thorough and thoughtful analysis in the City's staff report of the coastal access issues the Commission is sensitive to. We then ask that the City's staff report and other supporting materials be forwarded to the Commission with the application. You are free to use any or all of the following text, or modify it as you deem appropriate. We also look forward to discussing the matter further, and helping you in any way you request. Current Timeshare Zonin : Timeshares are allowed in the Commercial General District (CG) and Mixed Use Districts (M, MH and MV) portions of Huntington Beach's Coastal Zone since at least 20011. These areas consist generally of the downtown business core and the land northwest of Goldenwest Avenue 1 Policy 3.2.4 from Natural Resource Chapter, Coastal Element , of the General Plan of the City of Huntington Beach MEMORANDUM PAGE 2 OF 5 0 at Pacific Coast Highway. To date, no application for a timeshare project has been filed with the City at these locations. Summa of A lication: The applicants to the above-referenced amendments, The Robert Mayer Corporation and Makar Properties, has requested that timeshares be a permitted use, subject to a Conditional Use Permit (and Coastal Development Permit) in Downtown Specific Plan Districts 7 and 9. Additionally, the applicants have proposed that certain basic definitions of a timeshare project be added to the Downtown Specific Plan, and have proposed language to provide that the City's policy requirement for availability of transient overnight accommodations at a timeshare development be considered in the context of the master site plan which is required to be approved under the Downtown Specific Plan at these locations prior to development. A conditional use permit or other application for a proposed timeshare development has not been submitted at this time. The applicants are only requesting these limited changes which would allow them the potential to seek approval of a timeshare project in these districts in the future. Makar Properties has recently received an approved master site plan and conditional use permit for a mixed-use development project at District 7 ("Pacific City") which contains retail, office restaurants and a 400 room hotel, but has not yet commenced construction. If timeshares became an allowed use at District 7, Makar Properties may in the future propose to substitute timeshares for a portion of the previously-approved hotel use. The Robert Mayer Corporation has previously constructed in District 9 the Hilton Waterfront Beach Resort and the Hyatt Regency Huntington Beach Resort and Spa, which hotels total 800 guestrooms. The approved master site plan for District 9 also allows an additional third hotel to be constructed on the parcel located between these two hotels. If timeshares become an allowed use in District 9, The Robert Mayer Corporation may in the future propose to develop a timeshare project at that third hotel site. The timeshare definitions provided by the applicants are consistent with definitions used in many other cities, including Palm Desert (home of one of California's largest timeshare developments by Marriott) and Newport Beach. The definition is broad, attempting to encompass all the different variations of ownership existing in the timeshare industry, since the type of timeshare programs are constantly evolving with the entry of new hospitality companies to the industry. The California Coastal Commission Pers ective: The California Coastal Commission ("Commission") has recognized that timeshare projects are a visitor-serving use. However, the Commission has also concluded that such use is a lower priority than a conventional hotel because the majority of visitors to timeshare resorts are from the pool of timeshare owners (or timeshare owners at other resorts who exchange into the given resort) rather than the public at large.2 As a result, the Commission argues that timeshare resorts 2 The Commission draws a distinction between timeshare owners and the general public, even though timeshare owners are members of the general public. It can also be argued that a substantial number of hotel visitors to the City are recurrent visitors just as are timeshare owners. Nonetheless, the Commission asserts that the ownership 2 MEMORANDUM PAGE 3 OF 5 0 provide less availability of transient accommodations for the general public. Nonetheless, the Commission has also recognized that with new timeshare projects, although the number of units available to the general public may be substantially limited, any percentage that are available represents a net increase in overnight accommodations.3,4 To ensure that there is such net gain, the Commission has in most instances required LCP provisions to require that a percentage of the units shall be set aside for the general public. Such a requirement was added at the request of the Commission in their approval of the City's comprehensive amendment to its LCP in 2001. The Coastal Element of the City's General Plan now contains Policy 3.2.4 which requires that at least twenty-five percent of the units in a timeshare facility be permanently reserved for transient overnight accommodations during the summer season and that the timeshare facility operate as a hotel including requirements for a centralized reservations system, check-in services, advertising, security, and daily housecleaning. Overni ht Visitor Accommodations in the Cit : The City of Huntington Beach is exemplary with respect to providing visitor access to the coast. With its 8-1/2 miles of City and State managed public beaches and over XX,XXX parking spaces immediately adjacent to the beach, the City hosts approximately 11 million visitors per year, considerably more annual visitors than experienced by the entire State of Hawaii5. Further, the City of Huntington provides a significant amount of transient overnight accommodations. There are a total of hotel and motel rooms in the City, most within a mile or two of the beach, and all within ready access to bus transportation to the beach. Additionally, there is overnight recreational vehicle parking allowed totaling 250 spaces at specific locations within the beach parking areas immediately adjacent to the beach6. Moreover, a new 140 room hotel is part of the new "Strand" development at 5th Street and Pacific Coast Highway by CIM Group which has recently commenced construction. These transient overnight accommodations range from the upscale Hilton and Hyatt resorts, to mid-level hotels to a number of economy level motels located along both Pacific Coast Highway and Beach Boulevard. There is also a youth hostel located on Main Street in downtown Huntington Beach. A tabulation of these facilities is contained in a report by PKF Consulting, Inc. attached [to be attached]. Surveys of occupancy levels indicate that even in summer months adequate inventories of available accommodations exist. Also, in addition to the new hotel aspect of timeshares causes such projects to be closer to residential use than traditional hotels and therefore partially exclusionary to the public. 3 See findings from Substantial Issue Determination at Carmel Highlands. 4 The Commission also finds that condominium-hotels, a type of development where the guestrooms in a hotel are owned by individual investors with limited rights of temporary occupancy, have a higher priority in the coastal zone than traditional timeshare projects as condominium-hotels are more likely to have a larger number of rooms available for overnight rental by the general public. Condominium-hotels are included in the applicants' proposed definition of timeshare use. 5 The Hawaii Tourism Authority projects 6.5 million visitor arrivals to the state in 2003. 6 City-operated parking lot on Pacific Coast Highway at Lake Street offers 150 spaces. The State Department of Parks and Recreation allocates 100 spaces for camping at the Bolsa Chica State Beach. 3 MEMORANDUM PAGE 4 OF 5 • construction currently underway, additional transient accommodations can be expected at future development sites in the City's coastal area, particularly at District 7 ("Pacific City") and in the longer term future at the acreage northwest of Goldenwest Avenue at Pacific Coast Highway currently zoned for mixed use development . Therefore, it is reasonable to conclude that the City of Huntington Beach currently does, and will in the future, provide an adequate inventory of transient ove rnight accommodations available to the general public irrespective of whether timeshare use is allowed at District 7 and 9 of the downtown Specific Plan. Additionally, it should be noted that the City of Huntington Beach spends approximately $6 million each year in lifeguard services, beach maintenance and related costs for the public beaches. This is further evidence of the City's unusual level of excellence and commitment to providing unparalleled public access to its coastal resources. Master Site Plan Considerations at District 7 and District 9: A special consideration for Districts 7 and 9 is the fact that the Downtown Specific Plan designates these areas to be subject to the approval of a master site plan, so that the phased approval and development of a mixed-use project at these locations can occur in a logical way. Certain planning standards, such as site coverage, open space, parking and maximum development is considered by the City on an overall master site plan basis in these areas, so that a combination of uses can be better integrated, rather than separated as would otherwise be the case if such planning standards were applied separately for each use. For example, the recently approved Pacific City development at District 7 combines a number of different uses upon a large-scale shared parking garage, something that might not otherwise be allowed were it not for the master site plan perspective. And similarly, a future building at the remaining undeveloped portion in District 9 is also planned to include additional parking for the benefit of the adjacent Hilton hotel. Consistent with this integrated approach to planning at these locations, the applicants have proposed that Policy 3.2.4 of the Coastal Element of the General Plan which requires that at least twenty-five percent of the units in a timeshare facility be permanently reserved for transient overnight accommodations in the summer period be applied by the City on an overall master site plan basis for each district. The practical effect of this at District 7 is to provide flexibility that could allow a mix of hotel and timeshare use, but in separate structures within the complex rather than in a single building. Likewise, at District 9, the remaining development site could become a timeshare project since the existing adjacent Hilton hotel already more than satisfies the transient occupancy Policy requirement. 7 One of the purposes of requiring a master site plan is to allow a phased development on the site. If a timeshare project and the Hilton hotel were originally built together, a combined project would have met the transient occupancy Policy requirement. Therefore, development of a timeshare project as a later phase after the hotel has been previously built also satisfies the requirement. 4 MEMORANDUM PAGE 5 OF 5 In conclusion, the application of the transient use Policy requirement on a master site plan basis at these districts is consistent with the Downtown Specific Plan and General Plan, and simply allows a more flexible development program while still satisfying the requirements of the Policy. S ecial Findin s: The unique circumstances in Huntington Beach as discussed above allows for certain special findings to be reached by the City to further substantiate its approval of the applicants' requests. In addition to other findings as are customary and/or statutory, the following special findings are recommended: Timeshare use is a visitor-serving use that is an alternative form of transient accommodation compatible with the other visitor-serving accommodations available in the City. Timeshare use at District 7 and District 9 is consistent with the goals and policies of the Downtown Specific Plan and General Plan. Adequate and substantial availability of overnight transient accommodations exist within the City providing adequate access to the coastal area, and an increase in such accommodations is reasonably expected to occur in the future that will accommodate growth in the number of visitors to the City's coastal zone. Existing coastal policy provides adequate safeguards for continued public availability of overnight accommodations in the City's coastal zone. Application of the City's policy regarding availability of transient overnight accommodations at timeshare facilities on a master site plan basis at districts 7 and 9 is consistent with the goals and policies of the Downtown Specific Plan and General Plan. 5 MEMORANDUM TO ROSEMARY MEDEL CITY OF HUNTINGTON BEACH PLANNING DEPARTMENT FROM: LARRY BROSE, SHAWN MILLBERN, THE ROBERT MAYER CORPORATION SUBJECT: GENERAL PLAN AMENDMENT NO. 03-03 / LOCAL COASTAL PLAN AMENDMENT NO. 03-02 / ZONING TEXT AMENDMENT NO. 03-03 / ENVIRONMENTAL ASSESSMENT NO. 03-07 REGARDING TIMESHARE USE RESPONSE TO UESTIONS DATE: 9/14/2004 CO ETHEN THACHER, MAKAR PROPERTIES Please find below responses to certain questions you have asked regarding timeshare use: Does the Ma er Co oration currentl have units in o eration elsewhere? As you know, the company and its principals are the developers , owners and operators of the Hilton Waterfront Beach Resort and are the developers , majority owners and asset managers of the Hyatt Regency Huntington Beach Resort and Spa. Though the firm has not previously developed or operated a timeshare resort, it has considerable knowledge of the industry and it possesses the expertise necessary to develop and operate such a project. Additionally , it is likely that The Robert Mayer Corporation would develop a timeshare resort in affiliation with a national hotel and/or timeshare brand. Likewise, Makar Properties has previously developed the St. Regis Monarch Beach Resort & Spa, has two potential timeshare projects it is currently planning , and also possesses the necessary expertise to develop such a project. How is title held on a vacation unit? The manner in which title is held depends on the type of timeshare interest being conveyed. Timeshare interests are generally either a "timeshare estate", which represents a right of occupancy coupled with an estate in real property, or a "right to use" or "timeshare use" interest which represents a contractual right of occupancy without a direct ownership in the real estate. For timeshare estates, the buyer is given a deed. The deed specifies the recurrent right to occupy the property on an annual or some other periodic basis, usually for a one week period. The deed can be subject to an underlying ground lease or represent fee simple ownership . For timeshare use interests, which interest may include such variations as "vacation license ", "vacation lease" or "club membership" the buyer typically holds ownership through a contract that specifies the recurrent right to occupy the property and/or a group of properties that are owned either by an MEMORANDUM • PAGE 2 OF 4 association of timeshare owners or a trustee pursuant to a trust for the benefit of the owners of the timeshare interests. Additionally, it should be noted that for many of the timeshare resorts developed today, particularly those with national brand affiliations , the buyer acquires a bundle of rights that includes an annual allotment of "points" which are used to "pay" for the stay at the timeshare resort, or at other timeshare resorts or hotels in that system . Depending on the brand involved, there are several variations in these programs regarding how the points are conveyed to the buyer and how the buyer is allowed to use them. As a result, many of these newer programs convey both a timeshare estate by grant deed as well as a right to use interest in the form of a point-based program by contract. In either case, timeshare projects are regulated by the California Department of Real Estate ("DRE"). In the additional information that is being provided to you under separate cover, you will find an article from the DRE's website which discusses in greater detail the different types of timeshare interests, and the DRE's requirements for such developments. Lastly , it should be noted that these are all innovations in response to market competition and buyer preferences, and new ideas and programs can be expected to evolve in the future. That is why the proposed definition of a timeshare project is broad and references many of the common variations in use today. Does an owner build e uit on the unit like an other iece of real estate? An owner will either pay cash for their unit purchase or will finance their purchase over a period of 7-10 years and it could be said that the owner's investment represents equity. However , it must be emphasized that timeshare units are not marketed as real estate investments, but instead are sold for use, i.e., the acquisition of a perpetual high-quality vacation experience. The purchase price is based more on the perceived value of the future vacation experiences, including the flexibility for exchange and additional vacation options, rather than on other traditional real estate criteria such as replacement cost or income potential . Further, if a timeshare owner uses his unit for several years and then later decides to sell it, he has already gained the benefit of a significant portion of his original investment and is likely to willingly sell it for less than his original cost . Therefore, though the unit may be resold by the owner at any time, the resale price will not appreciate as other traditional real estate investments and timeshares are often resold at prices below their original cost . Consequently , a comparison to other forms of real estate and related investment considerations is discouraged. Do the have the ri t to rent the unit to another erson? Yes, the owner typically has the right to rent the unit they own to a third party. Normally, this is accomplished through the resort's onsite management operation, which typically runs a centralized reservation service and an aggressive marketing campaign . Moreover , many national hotel brand timeshare operations additionally offer various exchange programs within the hotel 2 MEMORANDUM isPAGE 3 OF 4 system as well, wherein a unit owner may release his unit to the brand's reservation system and receive "points" to stay at other timeshare or hotel properties within the brand's system. Further, almost all timeshare resorts are affiliated with one or more exchange companies that provide the option for owners to exchange their interval at their own resort for an interval at another resort, allowing the owner additional freedom to enjoy vacations at other resorts worldwide. Do the a month' fees like an HOA to assure maintenance of the site. Owners normally pay an annual Homeowners Association assessment which covers all the expenses associated with ownership including utilities, housekeeping, maintenance, engineering, management fees and reserves for replacements and capital improvements. Sometimes, but not always, real estate taxes are included in the annual fee. Other times, owners pay those costs separately pursuant to an individual real estate tax bill. Based on how owners utilize the units do these units t icall have full occu anc ? Vacation ownership resorts typically enjoy a significantly higher occupancy than corresponding hotels for reasons including, (i) ultimately, all of the inventory is owned by people who originally purchased the unit with the intent to use it, (ii) since the vacation is pre-paid, owners are highly motivated to use it every year, (iii) exchange programs add to the demand for unused intervals at premium locations like Huntington Beach, (iv) if not occupied by owners or exchange users, the rental of unused intervals is typically marketed aggressively through a national reservation system, (v) timeshare units are usually more desirable and enjoy a premium demand in comparison to hotel units because of their larger size and greater amenities, (vi) the average timeshare owner stays 7.3 days' nights in the resort area while the average hotel stay is approximately 2 to 3 days, and (vii) The average number of occupants in a timeshare unit is approximately 3.3 visitors' while the average in a hotel is approximately 2.1 visitors per room. A significant factor when comparing the occupancy of traditional hotels to vacation ownership resorts is the spending behavior of the visitors in the local community. Traditional hotel visitors, with a much shorter average stay and facing a large hotel bill at checkout, tend to restrict their overall spending and spend most of the dollars at the hotel property. In contrast, timeshare owners do not face a large bill at checkout, and with their longer length of stay, are much more likely to venture outside of the resort property to spend at nearby restaurants, shops and attractions. Industry research shows that timeshare owners spend on the average over $1,000 per visit in expenditures in the local community for dining, shopping and entertainment', making the timeshare visitor a valuable impact on the local economy. I Source: PriceWaterhouseCoopers, Economic Im act of the Timeshare Indus on the . . Econom 2 04. 3 MEMORANDUM PAGE 4 OF 4 We hope you find these answers informative and useful, and we stand ready to answer any other questions you may have. Additionally, we are preparing under separate cover further information regarding the timeshare industry for your use. 4 MEMORANDUM TO, ROSEMARY MEDEL CITY OF HUNTINGTON BEACH PLANNING DEPARTMENT FROM: LARRY BROSE, SHAWN MILLBERN, THE ROBERT MAYER CORPORATION SUBJECT: GENERAL PLAN AMENDMENT NO. 03-03 / LOCAL COASTAL PLAN AMENDMENT NO. 03-02 / ZONING TEXT AMENDMENT NO. 03-03 / ENVIRONMENTAL ASSESSMENT NO. 03-07 REGARDING TIMESHARE USE REVISIO S TO ORIGINAL APPLICATION RE UEST DATE: 9/14/2004 CO ETHEN THACHER, MAKAR PROPERTIES We had previously provided you a memorandum dated November 24, 2003 that listed the specific revisions we requested in the City of Huntington Beach General Plan/Land Use Element, General Plan/ Coastal Element and the Downtown Specific Plan. The purpose of this memorandum is to revise the details of that request in response to advice we have received from Howard Zelefsky , from counsel with special expertise regarding the California Coastal Commission , and our own review of prior LCP amendments and projects involving timeshare projects in other California coastal communities. The revisions to the prior request are summarized as follows: 1. Originally, the terms "Vacation Interval Project", "Vacation Interval" and "Vacation Interval Unit" were proposed to be defined and used . Although this terminology may be the latest lexicon of the industry , it is not as commonly used and understood as the words "Timeshare Project", "Timeshare Interval" and "Timeshare Unit". Further, in all its prior considerations and staff reports regarding timeshare uses in the Coastal Zone, the California Coastal Commission has consistently used the term "timeshare", as has prior coastal cities in California . We now believe that we should stay with this commonly understood term so as to not create confusion or undue scrutiny with the Coastal Commission . The actual definition provided would be unchanged, except as noted below. 2. In the original definition provided of "Vacation Interval Project" (which we now propose to be "Timeshare Project") the term "hotel/condominium " was included in the last line. We have changed this to "condominium-hotel" since again, this is the exact term used by the Coastal Commission in prior staff reports dealing with this use. MEMORANDUM • PAGE 2 OF 3 3. We believe it is more appropriate that the definitions should be placed only in the Downtown Specific Plan, rather than in both the Downtown Specific Plan and the glossary to the Coastal Element as originally proposed. 4. We propose below additional language in the Downtown Specific Plan to address the transient use policy in the Coastal Element. As a result our revised re uest is full restated as follows: City of Huntington Beach General Plan , Land Use Element (1996): 1.Page II-LU-25, Table LU-2a, Permitted Uses: Add "Timeshare Units/Projects" to the CV and CG Land Use Categories. 2.Page II-LU-54, Table LU-4, Subarea 4C PCH/First (Lake) Street: "Hotels/motels/Timeshare Units/Projects" under "CV" category. Add 3.Page II-LU-54, Table LU-4, Subarea 4D Waterfront: Add "Timeshare Units/Projects" after "Hotels/motels". City of Huntington Beach General Plan , Natural Resources Chapter, Coastal Element (2001): 1. Page IV-C-26, Table C-1, Commercial Visitor Permitted Uses : Add "Timeshare Units/Projects" 2. Page IV-C-37, Table C-2, 4C PCH/First (Lake) Street: Add "Hotels/motels/Timeshare Units/Projects" on first line of "CV" category. 3. Page IV-C-38, Table C-2, 4D Waterfront : Add "Timeshare Units/Projects" after "Hotels /motels". 4. Page IV-C-96, item 24: Add "Timeshare Units/Projects" after "Hotel/motel rooms" 5. Page IV-C-108, Policy C 3.2.4: Add "an d Commercial Visitor District (CV)" after "Commercial General District (CG)" in the first sentence. City of Huntington Beach Downtown Specific Plan (June 1995): 1. Section 4.0.04, Definitions, add: "Timeshare Project: Any development wherein a purchaser receives the right in perpetuity, for life, or for a term of years, to the recurrent, exclusive use or occupancy of a lot, parcel, unit, room(s), or segment of real property, annually or on some other seasonal or periodic basis, for a period of time that has been or will be allotted from the use or occupancy periods into which the project has been divided and shall include, but 2 MEMORANDUM • PAGE 3 OF 3 not be limited to timeshare estate, interval ownership, vacation license, vacation lease, club membership, timeshare use, condominium-hotel, or uses of a similar nature." 2. Section 4.0.04, Definitions, add: Timeshare Interval: The period or length of time of occupancy in a timeshare unit." 3. Section 4.0.04, Definitions, add: "Timeshare Unit: Each portion of the real property or real property improvement in a project that is divided into timeshare intervals." 4. Section 4.9.01 (b), Permitted Uses requiring a CUP, add: "Timeshare Project/Timeshare Units". 5. Section 4.11.01 (b), Permitted Uses requiring a CUP, add: "Timeshare Project/Timeshare Units". Section 4.9.02 , Minimum Parcel Size , add as last sentence: "Where part of an approved master site plan provides for timeshare use, transient accommodations at the timeshare use required under Coastal Element policy may be provided by hotel uses within such approved master site plan." Section 4.11.02, Minimum Parcel Size , add as last sentence: "Where part of an approved master site plan provides for timeshare use, transient accommodations at the timeshare use required under Coastal Element policy may be provided by hotel uses within such approved master site plan." Thank you for your consideration and efforts regarding this application. 3 0 VACATION INTERVAL PROJECTS/UNITS at THE WATERFRONT AND PACIFIC CITY PURPOSE OF APPLICATION The Robert Mayer Corporation and Makar Properties, LLC are requesting approval of a General Plan Amendment (Land Use and Coastal Elements) Zoning Map Amendment and requisite Environmental Assessment to allow for Vacation Interval Projects/Units at The Waterfront and Pacific City (collectively "Projects"). AREA DESCRIPTION The Projects are located along Pacific Coast Highway between Beach Boulevard and First Street inland to Pacific View Avenue (The Waterfront) and future Pacific View Avenue (Pacific City). The Waterfront is located within Downtown Specific Plan District 9 while Pacific City is located with District 7. The Waterfront site is also known as the "third hotel" which is part of the master planned Waterfront development. Uses surrounding The Waterfront include the Hilton Waterfront Beach Resort, the Hyatt Regency Huntington Beach Resort and Spa and The Waterfront Residential, presently under construction. Surrounding uses to Pacific City include the Hilton Waterfront Beach Resort, single family and attached residential and limited commercial. Presently The Waterfront site is used by a pavilion/exhibition hall, passive recreation, wedding gazebo and overflow parking for the Hilton Waterfront Beach Resort. These uses were planned as temporary in nature awaiting the "third hotel". The Pacific City site is vacant. PROJECT DESCRIPTION AND ENTITLEMENT RE UEST Mayer and Makar seek to amend existing planning and zoning documents so that Vacation Interval Projects/Units may be an allowed use within their respective parcels. This would allow for greater flexibility in reaching the hotel/visitor serving market. At this time, Mayer and Makar are not seeking specific project entitlement but rather an amended land use designation. Specific project approvals are or will be included under separate application. The necessary entitlements to allow for the intended uses include: V.Vacation Interval Projectsmts At The Waterfront and Pacific City Project Narrative November 24, 2003 Page 2 of 2 0 1. General Plan Amendment: Both the Land Use Element and the Coastal Element will require minor modifications. Please see attached Memorandum to Rosemary Medel for proposed language changes. 2. Downtown Specific Plan Amendment: Districts 7 and 9 will require minor language modifications to allow for the intended uses . Please see attached Memorandum to Rosemary Medel for proposed language changes. 3. Zoning Map Amendment: The City's zoning map will require modification to conform to the General Plan and Downtown Specific Plan. 4. Environmental Assessment: The action of the General Plan and Downtown Specific Plan amendments will necessitate CEQA review by the City. MEMORANDUM 1001 Y`TO: ROSEMARY MEDEL CITY OF HUNTINGTON BEACH PLANNING DEPAI'IMEI FROM : LARRY BROSE, SHAWN MILLBERN, THE ROBERT MAYER CORPORATION SUBJECT: GENERAL PLAN AMENDMENT NO. 03-03 / LOCAL COASTAL PLAN AMENDMENT NO. 03-02 / ZONING TEXT AMENDMENT NO. 03-03 / ENVIRONMENTAL ASSESSMENT NO. 03-07 REGARDING TIMESHARE USE ADDITIONAL INFORMATION REGARDING THE TIMESHARE INDUSTRY DATE : 9/7/2004 CC: ETHEN THACHER, MAKAR PROPERTIES Please find enclosed for your use the following items regarding the timeshare industry: 1. Print out and CD of a PowerPoint presentation we have prepared regarding the timeshare industry. You are welcome to make this presentation on our behalf, or we will gladly make the presentation at any future study session or public hearing. 2. 10 copies of the pamphlet "A Consumer Guide to Vacation Ownership" published by the American Resort Development Association ("ARDA") which is the trade association for the timeshare industry. 3. 10 copies of the pamphlet "An Inside Look at Vacation Ownership" published by ARDA. 4. 10 copies of the pamphlet "Getaway" published by American Express with general information regarding the timeshare industry. 5. A copy of the Executive Summary of the report entitled "Economic Impact of the Timeshare Industry on the U.S. Economy" prepared by PriceWaterhouseCoopers for ARDA. 6. A copy of the full report, "Economic Impact of the Timeshare Industry on the U.S. Economy" prepared by PriceWaterhouseCoopers for ARDA. 7. A copy of the full report , "A Study of the Timeshare and Vacation Ownership Industry" prepared by Ragatz Associates for ARDA. We hope this information is useful for your preparation for public hearings on our application. Lastly, we will soon forward you some additional thoughts and recommendations on the staff report content and findings that should be made in order to best support the proposed action with respect to a future review by the California Coastal Commission. LSA April 14, 2004 Ms. Rosemary Medel, Associate Planner City of Huntington Beach Planning Department 2000 Main Street Huntington Beach, CA 92648 Subject : Waterfront and Pacific City GPA, LCPA, and ZTA Dear Rosemary: REC'Ervm APR1 9 2004 LSA Associates, Inc. (LSA) has reviewed the application of The Robert Mayer Corporation for processing a General Plan Amendment (GPA), an amendment to the Local Coastal Program (LCPA), and zoning text amendments to allow Vacation Interval units at The Waterfront development and the Pacific City development. LSA's review of the relevant CEQA provisions indicates that the proposed actions by the City and by the Coastal Commission are an exempt project as defined by CEQA. It is LSA's opinion that an Exemption should be filed and that no further CEQA action is necessary to allow the City to process the code and policy changes necessary to allow the proposed Vacation Interval units as a permitted use within the Downtown Specific Plan (DSP) Districts 7 and 9. As described in this letter, the Vacation Interval program should be deemed exempt from CEQA because the actions cannot possibly cause an environmental effect as defined by CEQA. A brief description of the Vacation Interval program is provided below, after which a discussion is provided regarding LSA's opinion as to why the City's actions will not affect the environment and why they are exempt under CEQA. A more detailed analysis as to the environmental implications of the proposed actions is provided in the document titled "Environmental Checklist Form," which is on file with the City of Huntington Beach Planning Department. Proposed Vacation Interval Program The City has received an application for a GPA, an LCPA, and zoning code amendments to allow a Vacation Interval program for land within DSP Districts 7 and 9. These districts cover projects located along Pacific Coast Highway between Beach Boulevard and First Street inland to Pacific View Avenue (The Waterfront) and future Pacific View Avenue (Pacific City). The Waterfront is located within DSP District 9, and Pacific City is located in DSP District 7. The City has authority to approve the requested actions to allow Vacation Interval units, while the California Coastal Commission has approving authority to ratify the LCPA, should the City act to approve it. There are no project plans or development plans being submitted with the current application. At this time, the property owners are not seeking specific project entitlement but rather the amended land use authority to permit these uses (Vacation Interval units) in the future. Specific project approvals will be requested at an undetermined point in the future, depending upon market conditions for hotel projects and Vacation Interval units/projects and also pending an independent decision as to the desirability of the Vacation Interval program from a business standpoint. It is conceivable that one, 04/14/04<<P \TRM430\CEQA Submittal Letter 4-14 doc» A SSOCIATES , INC. • OTHER OFFICES: FT . COLLINS 20 EXECUTIVE PARK , SUITE 200 949.553 .0666 TEL BERKELEY RIVERSIDE IRVINE , CALIFORNIA 92614-4731 949.553.8076 FAX PT . RICHMOND ROCKLIN PLANNING I ENVIRONMENTAL SCIENCES DESIGN LSA ASSOCIATES, INC both, or neither of the districts will actually develop with a Vacation Interval project. It is also conceivable that one or more hotels will be built and will possibly conve rt at some undetermined time in the future. In any case, regardless of the status of the Vacation Interval program, the physical development of The Waterfront project and the Pacific Beach project will occur in much the same way as is now planned and authorized. The proposed GPA, LCPA, and zoning text amendments are not required to proceed with the projects already planned and are not part of a chain of actions that lead to the inevitable construction of the associated projects, nor do they lead to adverse environmental consequences. CEQA Definition of a Project LSA has reviewed the proposed GPA, LCPA, and zoning text amendments to determine the applicability of CEQA. In essence, CEQA excludes or otherwise exempts governmental and private actions if they are found not to have a significant impact on the environment and are not classified as a project. CEQA specifically includes provisions to determine whether or not an activity is a "project" using the following rationale: "An activity may be excluded or exempted from CEQA for the following two reasons: (1) it can be excluded by provisions of CEQA or the Guidelines ; or (2) it can be exempted by a statute." CEQA applies to "discretiona ry projects proposed to be carried out or approved by public agencies." This definition excludes from CEQA's purview proposed agency actions that are ministerial, rather than discretiona ry, and actions that are not "projects." CEQA defines the term "project" as an activity carried out, supported by, or authorized by a public agency , "which may cause either a direct physical change in the environment, or a reasonably foreseeable indirect physical change in the environment ." This definition effectively excludes from CEQA all agency actions that will have a legal , social , economic, or other effect but will not have an effect on the physical environment. The Guidelines also include a closely related provision, referred to as the "common sense exemption," which provides that activities that cannot possibly have a significant effect on the environment are exempt from CEQA Section 15061(b)(3). A proposed action that is discretionary and that falls within the definition of "project" under CEQA and the Guidelines may also be exempted from CEQA by a specific statutory or categorical exemption. A public agency may not divide a single project into smaller individual subprojects to avoid responsibility for considering the environmental impact of the project as a whole . Piecemealing a project to avoid CEQA is not permitted where dividing a project will result in actions individually considered that might be found to have no significant effect on the environment. The scope of review under CEQA is not confined to immediate effects but extends to reasonably foreseeable indirect physical changes to the environment. If the agency 's action is a necessa ry step that starts in motion a chain of events that will foreseeably result in impacts to the physical 04/I4/04<P \TRM430\CEQA Submittal Letter 4-14 doc>> 2 LSA ASSOCIATES INC environment , the activity must be treated as a project subject to CEQA. The key distinction is between a "gove rnmental approval which constitutes an essential step culminating in an action which may affect the environment ," and an approval "which portends no particular action affecting the environment ." An ordinance could have an environmental impact because it could open the way for development of other sites . Agency action that merely establishes its ability to take a later action that will affect the environment but does not commit the agency to a definite course of action is not a project subject to CEQA. This principle is reflected in part in Section 15378(b)(4), which excludes from the definition of a "project" the creation of gove rnment funding mechanisms or other fiscal activities that do not involve a commitment to a specific project that may result in a potentially significant environmental impact. Comparison of Proposed Actions to CEQA Definition of a Project LSA has carefully reviewed the GPA, LCPA, and zoning text changes requested by the applicant to allow Vacation Interval units within DSP Districts 7 and 9. Because the general attributes and characteristics of the Vacation Interval program do not carry forward into any physical environmental change that could possibly result in an environmental impact, such a program should qualify as an exempt project as defined by CEQA. In the case before the City regarding The Waterfront development and the Pacific City development, the Vacation Interval program may be applied to already planned and entitled hotels permitted within both districts. A conversion from hotel use to Vacation Interval use would cause no short-term or long-term effects to the environment. There would be no physical change in project design that can be attributed to such a conversion that would result from the requested amendments. For example, there would be no impacts to traffic, air quality, noise, or land use conditions, which are typically the primary issues of concern when considering urban visitor-serving facilities. The Vacation Interval program will not contribute to any cumulative impacts. There is no evidence that the Vacation Interval program would result in environmental impacts related to the change of use from visitor-serving hotel to visitor-serving Vacation Interval units. Additionally, there is no evidence that the Vacation Interval program would have environmental impacts, because the Vacation Interval program will allow continuation of approved visitor-serving uses, including hotels, within the Master Planned Waterfront project and the Master Planned Pacific City project. For the reasons discussed in the CEQA Checklist and Responses report, the Vacation Interval program will not contribute to any environmental impacts or to any cumulative impacts. Therefore, there is no evidence that would indicate "unusual circumstances" or "cumulative impacts," the two tests included in the Guidelines Section 15300.2 for determination of a project-related significant impact. LSA finds no evidence that there should be an exception to classifying the Vacation Interval program as an exempt action under CEQA Guidelines Article 5, Section 15060(c)(2), because the actions requested do not result in a direct or reasonably foreseeable indirect physical change in the environment. 04/14/04<<P \TRM430\CEQA Submittal Letter 4-14 docv 3 LSA ASSOCIATES, INC Based on LSA's review of the evidence, there is no reasonable possibility of an environmental effect related to the proposed actions . Mitigation measures are not required because there are no significant impacts. Therefore, an Exemption can be filed on the actions at the time they are approved, and no further action under CEQA is required. Sincerely, LSA A OCIATES, Robert W. Balen Principal cc: Larry Brose 04/14/04<P \TRM430\CEQA Submittal Letter 4-14 docv 4 i RE('31 VE iD FEB 1 ? 2004 0 Cotrcil/.Agency Meeting Held- Deferred/Continued to: `Approved Conditionally Approved Denied 30U)II City r 's Si nature Council Meeting Date: February 2, 2004 Department I umber: ED 04-03 CITY OF HUNTINGTON BEACH REQUEST FOR COUNCIL/REDEVELOPMENT AGENCY ACTION N lC.Z'-IL SUBMITTED TO: HONORABLE MAYOR/CHAIRMAN AND CITY COUNCIL MEMBERS/REDEVELOPMENT AGENCY MEMBERS SUBMITTED BY: RAY SILVER, City Administrator/Executive Director aze*`9 C_ -I r-PREPARED BY: DAVID C. BIGGS, Director of Economic Development/Deputy Executive Director CLAY MARTIN, Director of Administrative Services SUBJECT: Approve Redevelopment Agency/City Financial Modifications 'Q, COD. 38 Statement of Issue, Funding Source, Recommended Action, Alternative Action(s), Analysis, Environmental Status, Attachment(s) Statement of Issue: On September 2, 2003, and December 15, 2003, the Council/Redevelopment Agency conducted study sessions on Redevelopment Agency Financial Issues. The recommended actions in this Request for Council/Redevelopment Agency Action begin to implement the direction outlined in the study sessions. Fundin Source: The recommended actions and policy direction being affirmed do not result in any expenditures. There will be a number of budget modifications and changes in the balance sheet of the City and Redevelopment Agency as a result of the recommended actions. These will be reflected in the FY 2003-04 Financial Statement once completed. Recommended Action: Motion to: City Council: 1. Approve:. a debt credit for the Redevelopment Agency applied against General Fund debt for the following: $39,210 for Ocean View Estates coach rental income; $92,854 for Ocean View Estates coach sales proceeds; $2,886,474 for Business Development expenses from FY 91/92 to FY 00/01. 2. Approve a transfer from the Ocean View Estates Fund to the Redevelopment Agency in the amount of $197,095 from coach sales proceeds. • . REQUEST FOR COUNCIL/REDEVELOPMENT AGENCY ACTION MEETING DATE: February 2, 2004 DEPARTMENT ID NUMBER: ED 04-03 3. Reclassify the $4,339,304 in General Fund overhead changes to the Redevelopment Agency for FY 89/90 and FY 90/91, together with annual accounting charges, as the overhead charges appropriate for the period of 1982 to 2003. 4. Authorize acceptance of the deed by the City for Shank House parcels. Redevelopment Agency: Motion to: 1., Approve the following modifications to the Redevelopment Agency's 2003-04 Budget: Appropriate $324,057 as General Fund Overhead Charge; Eliminate $102,830 Accounting Charge; Reduce Revenue by $705,000 for Hilton TOT shift to General Fund; Reduce General Fund Debt Repayment by $926,227. 2. Adopt Resolution No. S -W , electing to remit to the City of Huntington Beach Transient Occupancy Tax Revenues for the Waterfront Beach Hilton allocated to the Redevelopment Agency pursuant to Redevelopment Agency Ordinance Nos. 1 and 2. 3. Authorize the Agency Chairperson and Agency Clerk to execute deeds from the Agency to the City for the Shank House parcels and send to the County for recordation after the City Clerk has affixed the acceptance Certificate of the City. Alternative Action s : Modify or delete individual items under the recommended actions pursuant to Council/Agency direction. Analysis: On September 2, 2003, the City Council/Redevelopment Agency conducted a study session on Redevelopment Agency Financial Issues. The materials prepared for this study session were designed to answer historic questions regarding Redevelopment Agency finances and how they related to the City. This package included background information of Redevelopment Agency debt, short-term cash flows, a long-term debt analysis, and supporting materials. Policy Issues and Questions for City Council/Redevelopment Agency consideration were outlined in a memorandum dated August 18, 2003 (copy attached). Based on current information, it is expected that the Redevelopment Agency will be able to fully repay its debt to the General Fund and all other City funds during the life of the Merged Redevelopment Project Area. This information also raised a number of issues associated with the need to manage the repayment of the Agency's debt to ensure that the City and Redevelopment Agency are able to take the maximize advantage of the tax increment revenues to be generated by the Merged Redevelopment Project Area given the $850 million cap on tax increment. On December 15, 2003, a second study session was held with the City Council/Redevelopment to review possible responses/actions related to the policy issues/questions raised at the September 2, 2003 study session. Given the increased 1/13/2004 1:48 PMG:\David\RCAS\financialactions.doc -2- • • REQUEST FOR COUNCIL/REDEVELOPMENT AGENCY ACTION MEETING DATE: February 2, 2004 DEPARTMENT ID NUMBER : ED 04-03 likelihood that the Redevelopment Agency will be able to repay all debt and accrued interest, many of the previously identified alternatives which would have reduced the overall Agency debt were not recommended. At the December 15th study session, staff outlined its recommendations for each of these policy issues/questions in a memorandum of the same date (copy attached). The specific actions being recommended as part of this item conform to those outlined on December 15, 2003, with one exception. One policy issue where there were two alternatives outlined is being deferred to be addressed in a future Request for Council Action and that relates to Ocean View Estates and the net income from its operation prior to 2001-02. In addition, further research resulted in a determination that the Downtown Paseo Parcels have already been conveyed from the Redevelopment Agency to the City. Environmental Status: N/A Attachment s - . ..S. . 1 - . . 1. Redevelopment Agency Resolution No 2. Grant Deeds for the Shank House Parcels. 3. Memorandum dated December 15, 2003 with attachments. RCA Author: D. Biggs, ext. 5909 G:\David\RCAS\financialactions.doc -3- 1/21/2004 4:21 PM •• Re devel opm ent Ag ency Res o . 3` $ ATTACHMENT #1 RESOLUTION NO. A RESOLUTION OF THE REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH ELECTING TO REMIT TO THE CITY OF HUNTINGTON BEACH TRANSIENT OCCUPANCY TAX REVENUES FOR THE WATERFRONT BEACH HILTON ALLOCATED TO THE REDEVELOPMENT AGENCY PURSUANT TO REDEVELOPMENT AGENCY ORDINANCE NOS. 1 AND 2 WHEREAS, California Revenue and Taxation Code Section 7280.5 permits the redevelopment agency of any city that has levied a transient occupancy tax pursuant to Section 7280 to adopt an ordinance levying a transient occupancy tax if the city's ordinance entitles any person subject to the tax under the city's ordinance to credit the amount of taxes due to the agency against the payment of taxes due under the city's ordinance; and The City Council of the City of Huntington Beach ("City") has adopted a transient occupancy tax ordinance consistent with the provisions of Revenue and Taxation Code Sections 7280 and 2780.5; and The Redevelopment Agency of the City of Huntington Beach (the "Agency") adopted Ordinance Nos. 1 and 2 levying a transient occupancy tax pursuant to Revenue and Taxation Code Section 7280 applicable to the privilege of occupying a room or rooms in a hotel, inn, tourist home or house, motel, or other lodging located within the entire Main-Pier subarea of the Huntington Beach Redevelopment Project area; and The Agency has now determined that the transient occupancy taxes for the Waterfront Beach Hotel, which is located within the Main-Pier Redevelopment subarea, are not required to enable the Agency to timely make payments to any developer pursuant to any outstanding Disposition and Development Agreements and/or Owner Participation Agreements by and between the Agency relating to redevelopment projects within the Main-Pier Redevelopment subarea, as the same may be amended from time to time; Commencing fiscal year 2003/2004, the Agency desires to remit to the City the transient occupancy tax revenues collected on the occupancy of a room or rooms at the Waterfront Beach Hotel allocated to the Agency pursuant to Agency Ordinance Nos. 1 and 2. NOW, THEREFORE, the Redevelopment Agency of the City of Huntington Beach does resolve as follows: SECTION 1. That the transient occupancy taxes applicable to the privilege of occupying a room or rooms at the Waterfront Beach Hotel are not required to enable the Agency to timely make payments to any developer pursuant to any outstanding Disposition and Development Agreements and/or Owner Participation Agreements by and between the Agency relating to redevelopment projects within the Main-Pier Redevelopment subarea, as the same maybe amended from time to time. l G:\RESOLUTM2004 Agency-TOT Election.doc I •• SECTION 2. That the transient occupancy tax revenues collected on the occupancy of a room or rooms at the Waterfront Beach Hotel and allocated to the Agency pursuant to Agency Ordinance Nos. 1 and 2 shall be remitted to the City of Huntington Beach commencing in fiscal year 2003/2004. PASSED AND ADOPTED by the Redevelopment Agency of the City of Huntington Beach at a regular meeting thereof held on the day of 2004. Chairperson ATTEST: APPROVED AS TO FORM: 9 Agency Clerk REVIEWED AND APPROVED: 07 i If A ency Attorney INITIATED AND APPROVED: IlU04 Exe ive Director Director of Economic evelopment G: RESOLUTM2004 Agency-TOT Election doc2 Grant Deeds for Shank House Parcel ATTACHMENT #2, J/10) RECORDING REQUESTED BY: City of Huntington Beach Real Estate Services Division P.O. Box 190 / 2000 Main Street Huntington Beach, CA 92648 WHEN RECORDED MAIL TO: Connie Brockway, City Clerk City of Huntington Beach P.O. Box 190 / 2000 Main Street Huntington Beach, CA 92648 INCORPORATED AREA APN(s): 024-147-08 & 024147-29 Location: 5t° Street & Walnut Avenue GRANT DEED DOCUMENTARY TRANSFER TAX $ EXEMPT S nature of Declarant or A ent determinin tax FOR A VALUABLE CONSIDERATION, receipt of which is hereby acknowledged, the HUNTINGTON BEACH REDEVELOPMENT AGENCY, A PUBLIC BODY, CORPORATE AND POLITIC hereby GRANT(S) to THE CITY OF HUNTINGTON BEACH, a municipal corporation, the real property in the City of Huntington Beach, County of Orange, State of California, described as follows: See Exhibit "A" for legal description Dateda 2004 CATHY GREEN, Chair Redevelopment Agency DEED CERTIFICATION - CITY OF HUNTINGTON BEACH APPROVED AS TO FORM BY THE OFFICE OF CITY ATTORNEY This Is to certify that the interest In real property conveyed by the Deed dated 2004, from the HUNTINGTON BEACH By: REDEVELOPMENT AGENCY, A PUBLIC BODY, CORPORATE AND Assistant/Deputy City AttorneyPOLITIC to the CITY OF HUNTINGTON BEACH is hereby accepted by the undersigned officer or agent on behalf of the City Council of the This document is solely for the official business of the City ofCity of Huntington Beach pursuant to the authority conferred by Huntington Beach, as contemplated under Government Code Sec.Resolution No. 3537 of the City Council of the City of Huntington Beach adopted on August 7, 1972, and the grantee consents to the 6103 and should be recorded free of charge. recordation thereof by its duly authorized officer.Tax Exempt Government Agency CITY OF HUNTINGTON BEACH Dated: CITY OF HUNTINGTON BEACH Connie Brockway, City Clerk By: CONNIE BROCKWAY, CMC CITY CLERK BY: CONNIE BROCKWAY, CIVIC CITY CLERK MAIL TAX STATEMENTS TO PARTY SHOWN ON THE FOLLOWING LINE Conni Br kwa i CI rk .f Hun 'n n Beach P. . Box 1 20 M in Hun 'n n Bea h 2 • Project Name: 0 APN(s): 024-147-08 & 024-147-29 CALIFORNIA ALL-PURPOSE ACKNOWLEDGEMENT State of County of On appeared Date before me, personally Name & Title of Officer (Le, Jane Doe Notary Public) Name(s) of signer(s) personally known to me -OR- proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. WITNESS my hand and official seal. Signature of Notary ---------------------------------------- OPTONAL --------------------------------------- Though the data below Is not required by law, it may prove valuable to persons relying on the document and couldprevent fraudulent removal and reattachment of thds foram to another documentDescription of Attached Document Title or Type of Document Document Date: Signer(s) Other Than Named Above: Capacity(ies) Claimed by Seller(s) Signer's Name Individual Corporate Officer Title(s): Partner Limited General Attorney-in-Fact Right Thumbprint of signer Trustee Guardian or Conservator Other Signer Is Representing: Number of Pages Signer's Name Individual Corporate officer Title(s): Partner Limited General Attomey-in-Fact Right Thumbprint of Signer Trustee Guardian or Conservator Other ' Signer Is Representing: JF -11, q •• EXHIBIT "A" Parcel 1: Lots 2 and 4 of Block 204 in the Huntington Beach tract, as per map recorded in Book 3, Page 36, of Miscellaneous Maps, in the Office of the County Recorder of Orange County, California. Except therefrom the southeasterly 44 feet. Parcel 2: Lot 6 of Block 204 in the Huntington Beach tract, as per map recorded in Book 3, Page 36, of Miscellaneous Maps, in the Office of the County Recorder of Orange County, California. Except therefrom the southeasterly 44 feet. Parcel 3: The southwesterly 3 feet of the southeasterly 48 feet of Lot 8 of Block 204 in the Huntington Beach tract, as per map recorded in Book 3, Page 36, of Miscellaneous Maps, in the Office of the County Recorder of Orange County, California. Except therefrom the southeasterly 44 feet. Excepting and reserving all oil, hydrocarbon substances and minerals of every kind and character lying more than 500 feet below the surface of said land, together with the right to drill into, through, and to use and occupy all parts of said land lying more than 500 feet below the surface thereof for any and all purposes incidental to the exploration for and production of oil, gas, hydrocarbon substances or minerals from said land or other lands but without, however, any right to use either the surface of said land or any portion of said land within 500 feet of the surface for any purpose or purposes whatsoever. •• Memorandum Dated 12/15/03 ATTACHMENT #3 5-1/t J/ CITY OF HUNTINGTON BEACH InterOffice Communication Economic Development Department TO: Honorable Mayor and Councilmebers VIA: Ray Silver, City Administrator FROM: David C. Biggs, Director of Economic Development DATE: December 15, 2003 SUBJECT: RECOMMENDATIONS REGARDING REDEVELOPMENT AGENCY FINANCIAL ISSUES On September 2, 2003, a study session was conducted with the City Council/Redevelopment Agency Board regarding Redevelopment Agency Financial Issues. During the course of this study session, we reviewed background information on Redevelopment Agency Debt, Short Term Cash Flows, and a Long Term Debt Analysis. Also included in the materials was a memorandum dated August 18, 2003, outlining a series of Policy Issues/Questions related to Redevelopment Agency Financial Issues. The purpose of this memorandum is to outline staffs recommendations regarding the Policy Issues/Questions for Council/Redevelopment Agency consideration at a second study session. Given the increased likelihood that the Redevelopment Agency will be able to repay all debt and accrued interest, many of the previously identified alternatives which would have reduced the overall Agency debt are not being recommended. Based upon the input received in this study session, staff will return to the Council/Redevelopment Agency Board with a series of actions to address the implementation of the policy direction desired. For ease of reference, the recommendations are ordered in the same sequence as the Policy Issues/Questions listed in the attached memorandum dated August 18, 2003, which was included in the study session materials. Ocean View Estates 1. The City Council should approve a credit for the Redevelopment Agency in the amount of $39,210 for coach rental income to be applied against Redevelopment Agency Debt owed to the General Fund. 2. The City Council should approve a transfer from the Oce an View Estates Fund to the Redevelopment Fund in the amount of $197,095 for coach sales proceeds form Agency owned coaches. 3. The City Council should approve a credit for the Redevelopment Agency in the amount of $92,854.07 for coach sales proceeds to be applied against Redevelopment Agency Debt owed to the General Fund. 4. The City Council has a number of options related to the net income from the operation of OVE for the year's prior to 2001-02, these include: A. Establish an appropriate amount of debt from the General Fund to the Park Acquisition & Development Fund reflecting the net income from OVE through 2001/02 which was deposited in the General Fund. This debt could be repaid over time as the financial situation of the General Fund improves. It is recommended that we use the most recent FY year's operating expenses versus revenues to determine a net income, including the reserve/replacement factors, and apply this net income factor to the $1,695,789 in revenue generated through 2001-02 rather than endeavoring to recreate the actual net operating income for each year during the period in question; or B. Recognize the historic use of GF for parks as an offset to this amount, including expenditures prior to the creation of the PA&DF. 5. The net OVE income after expenses and reserves has been going to the Park Acquisition & Development Fund since FY 2001/02. Emerald Cove 1 This debt should remain on the books as a debt of the Redevelopment Agency to the Park Acquisition & Development Fund pending the eventual sale of the project. As an pre-AB 1290 debt, it can be repaid at the end of the life of the Merged Project Area by the Agency utilizing property tax increment after the Agency is unable to collect tax increment other than for the repayment of Pre- 1290 debt. At the time of sale, and once the net proceeds of a sale are known, the City Council can determine if a portion of the proceeds from the sale should be used to retire a portion or all of this debt or if the net proceeds after repayment of other Emerald Cove debt should be retained as revenue for the General Fund. Business Develo ment Ex ense 1. The City Council should approve a credit against Redevelopment Debt for the $2.886.474 in Business Development Expenses incurred by the Agency on the City's behalf between FY 91/92 and FY 00/01. )3 2. No adjustment for interest accrual is recommended since recreation of exact cash flow records for the period in question would be difficult. Overhead Char es 1. The City Council should reclassify the $4,339,304 in overhead for FY 89/90 and 90/91, together with the annual accounting charges over that period, as the overhead charge appropriate for the period of 198'--2003..Z 2. No adjustment for interest accrual is recommended since recreation of exact cash flow records for the period in question would be difficult. 3. To the best of our knowledge, no other direct overhead charges were paid directly other than the accounting charge since 1989. The Redevelopment Agency should modify the FY 2003/04 budget to transfer the full General Fund overhead charge established in the recent cost allocation study of $324,057 with the $100,000 accounting charge being eliminated since accounting and other overhead is addressed in the cost allocation study figure. The FY 2003/04 debt repayment to the General Fund should also be reduced by the $324,057 overhead charge. Beginning in FY 2004/05, when the cost allocation model is further refined, the Housing Set-aside Fund should also begin to make the appropriate cost allocation overhead transfer to the General Fund in each fiscal year. Shank House The Redevelopment Agency should convey the Shank House to the City. While the City Council should acknowledge the value of the rent-free space provided to the General Fund, there should be no credit against debt for an assumed rent payment for prior years or the estimated value of the property at conveyance. 2. Not necessary since there are no annual rent credits being made. Ca ital Pro'ect Fund Debt 1. The debt should be maintained on the books for possible repayment in the future. Interest Rate 1. No adjustment for the interest rates used in prior years is recommended. Land Ac uisition/Debt 1. The Redevelopment Agency should convey its publicly used properties like the Downtown Paseos to the City. While the City Council should acknowledge the value of the land provided to the General Fund, there should be no credit against debt for the estimated value at conveyance. 2. The Redevelopment Agency should continue to own land leased for the purposes of development like the Hilton and the Hyatt parcels. As the development arm of the City, the Agency is best suited to own and manage these leased parcels which sometimes have on-going contractual commitments associated with them. When the parcels are conveyed to the City, perhaps at the end of the Redevelopment Agency's life, the value of the land should be acknowledged. Loner-Term Debt Issues 1. On an annual basis, the City Council/Redevelopment Agency should strive to minimize to the greatest extent possible repayment of Pre-1290 debt in the form of debt repayment to the General Fund. There should be regular updates of the Long Term Debt Analysis to verify the continuing capacity of the Redevelopment Agency to repay the debt over the long-term, especially once tax increment can only be collected to repay pre-AB 1290 debt. 2. Non-tax increment revenues should not be applied to Pre-AB 1290 debt repayment to the greatest extent possible and should be used for Post AB 1290 debt repayment, capital, and operating expenses. As discussed above under Overhead Charges, the Redevelopment Agency should transfer its fully burdened annual overhead charge to the General Fund. 3. To the extent possible and with the consent of the developer to whom the agency has the contractual obligation , tax increment revenues should be used as the repayment source for the Developer advance on a number of transactions. These would include the Hyatt, the Strand, and the Bella Terra projects. In the case of the Hyatt and Strand, the Redevelopment Agency's share of the Transient Occupancy Tax can be freed up to be returned to the General Fund. The Agency would then make its payment of a contractually committed equivalent amount from its tax increment revenues. In the case of Bella Terra, this same approach would be used to reduce or eliminate the use of City sales tax as a source of repayment for the Developer Advance. 4. As discussed above, to the extent possible the Redevelopment Agency's share of Transient Occupancy Tax should be returned to the General Fund. Since the TOT from the Hilton is no longer contractually committed to the developer, it is recommended that the Redevelopment Agency adopt a resolution for FY 2003/04 which would return the Redevelopment Agency's 6% share.of the TOT to the General Fund. The amount of the debt repayment from the Redevelopment Agency to the City's General Fund would be reduced by the $705,000 estimated to be the increased amount of TOT flowing directly to the General Fund. Staff will be evaluating this option for FY 2004/05 for the Hyatt and will make recommendations in this regard as part of the FY 2004/05 budget process. An updated Short Term Cash Flow for the Redevelopment Agency is attached which illustrates the impact of the changes recommended. While, the recommended actions ensure that the General Fund will continue to receive the same level of support as currently budgeted, the actions do result in a lower amount considered to be debt repayment on the pre-AB 1290 debt. Over time, the City Council/Redevelopment Agency can make further modifications to the amount of funds provided in support to the General Fund in the context of the debt picture and the policy objective of preserving the pre-AB 1290 debt to the greatest extent possible for repayment after 2031. DCB Attachments 1. Memorandum dated August 18, 2003 2. Updated Short Term Cash Flow Attachment I Memorandum dated August 18, 2003 0'//J*/? CITY OF HUNTINGTON BEACHAyx Interoffice Communication Economic Development Department TO: Ray Silver, City Administrator FROM: David C. Biggs, Director of Economic Development DATE: August 18, 2003 SUBJECT: Redevelopment Agency Financial Policy Issues/ Questions The issue of Redevelopment Agency debt has been a topic of concern for many years. While Redevelopment Agency debt and financial history have been carefully documented since the 1995/96 fiscal year, some questions remained unanswered about prior years. The Administrative Services Department recently responded to a series of questions designed to address many of these historical gaps in information. These very complete responses, together with prior research, represent the best information available. Further research is not likely to result in additional information, or at least not at a level that would warrant additional investment of staff time or energy. As such, this information should be presented to the City Council to provide a comprehensive response to these lingering questions. It is suggested that the information be the topic of a future City Council Study Session, with the policy issues addressed through a Council action at a subsequent meeting. The goal being to "put to rest" past issues and establish a new basis for going forward. The purpose of this memorandum is to outline the few remaining pieces of information needed and the policy issues to be addressed. Ocean View Estates 1. $39,210 in Redevelopment coach rental income went to the General Fund. Should there be a credit from the General Fund for this amount against Redevelopment Agency debt? 2. $197,095 in sales proceeds from Redevelopment-Agency owned coaches went to the OVE Fund. Should there be a transfer from the OVE Fund or a credit from the General Fund for this amount against Redevelopment Agency debt? S92,8 54.07 in much earlier sales proceeds from Redevelopment Agency-owned coaches went to the General Fund. Should there be a credit from the General Fund for this amount against Redevelopment Agency debt? 4. OVE generated $1,695,789 in space rental through FY 01-02. This revenue was deposited into the General Fund. The operating costs for this same period have not yet been identified. Once it has been identified, and we can calculate the Net Operating Income, should this prior years' Net Operating Income be transferred from the General Fund as rent to the PA and DF? 5. Verify the net OVE Enterprise income is currently going to the PA and DF as rent. Emerald Cove The recent City Council actions on Emerald Cove addressed many of the issues related to this project. The ultimate goal now is the eventual sale of the property and the repayment of debt. 1. _ Should the Redevelopment Agency Debt to the PA and DF proposed to be paid upon sale be reclassified as a debt of the Emerald Cove Fund since the Agency no longer owns the property and it has been conveyed it to the City? Business Develo ment Ex ense The Redevelopment Agency has paid the operating expenses for the Business Development Division since its inception. Starting in Fiscal Year 01/02, the Business Development operating expense has been treated as an advance from the Redevelopment Agency and credited against Agency debt owed to the General Fund. 1. $2,886,474 has been advanced from FY 91-92 to FY 00-01. The City Council should authorize a credit against Redevelopment Agency debt for this updated number. 2. Should there also be an interest credit calculated for each year based upon the interest rate used for the Redevelopment debt in that year? Overhead Char es The Redevelopment Agency currently pays approximately $100,000 each year for 1 accounting services. In 1989, there was $2,255,560 booked as Agency debt for a City overhead charge. In 1990, another $2,083,744 was added as debt for overhead in that year for a total of $4,339,304. Interest has accrued on this amount since the debt was booked. •• 1. Should these extremely high overhead charges, together with the annual accounting charge, be reclassified as overhead appropriate to the period of 1989-2003? 2. Should there be an adjustment to interest accrual to reflect these re-spread charges? 3. Verify that there was no other overhead charges directly paid in subsequent years. Shank House The Redevelopment Agency-owned Shank House has been used exclusively as a police substation since it was acquired and rehabilitated. An April 2002 appraisal established that the fair market rent of the building would be $6,485/month or $77,820/year. 1. Should an annual rent payment be calculated for each year of occupancy and credited against Redevelopment Agency debt to the General Fund? 2. Should there be an adjustment to interest accrual to reflect these annual rent credits? Ca ital Pro'ect Fund Debt The information provided by Administrative Services documents that this debt was due to the cost of City capital improvement projects in redevelopment areas that were made as part of the normal course of business being booked as Redevelopment Debt. 1. Should this debt be maintained on the books for possible repayment in the future or should it and accrued interest be reclassified as an expenditure of the originating fund? Interest Rate Redevelopment Agency debt currently accrues interest at an annual rate equal to the average annual return for the year on the City's pooled investments. This represents the opportunity costs. In prior years, a much higher rate of interest was charged. 1. Should the total amount of accrued interest be recalculated using an annual rate equal to the average annual return for each year on the City's pooled investments? Land Ac uisition / Debt A large portion of the Redevelopment Agency's debt owed to the City's General Fund is due to the Agency's acquisition of the Waterfront site from the City. The City, as the - Il.ao parent entity of the Redevelopment Agency, will inherit the Redevelopment Agency's assets at the end of its life. These assets will include all real property owned by the Redevelopment Agency, and include properties like the Hilton site with its ground rent, and the Hyatt site with its ground rent and participation rent. 1. Should the Redevelopment Agency convey certain real property like the Downtown paseos to the City at current value or at cost and receive a credit against General Fund debt? 2. Should the Hilton parcel and the Hyatt parcel be conveyed to the City at their current values or acquisition cost, now rather than at the end of the Agency's life, and receive a credit against General Fund debt? Lon -Term Debt Issues It is important that the Redevelopment Agency's debt be managed in a manner to ensure that all tax increment revenues can be collected over the life of the Redevelopment Plan. The Redevelopment Plan and State Law govern the duration that the Redevelopment Agency can collect tax increment for the repayment of debt. In particular, there is a threshold after which the Redevelopment Agency can only collect tax increment for pre- AB 1290 debt. AB 1290 was the Redevelopment Reform Act adopted in 1994. The Administrative Services Department advises us that all post AB 1290 debt has now been repaid. As such, each dollar of debt repayment made for pre-AB 1290 debt will mean we will forgo an equal amount after the AB 1290 time limit is reached in approximately 2031. To the extent that there is Pre-AB 1290 debt remaining unpaid after 2031, tax increment revenue can continue to be collected until this debt is fully repaid as long as it is within the $850 million cumulative cap on tax increment. In addition, the Redevelopment Agency has a few non-property tax increment revenue sources, including ground rent, transient occupancy taxes and participation payments. To the extent these revenues are used to repay pre-AB 1290 debt, additional future property tax increment will be forgone. Long-term cash flow prepared which will assist us in analyzing these issues and the draft is currently being updated to reflect recent debt repayments. 1. Should the Redevelopment Agency increase its capital project and/or operating expenditures and reduce its Pre AB 1290 debt repayment to ensure no tax increment revenues are forgone? 2. Should non-tax increment revenues be set aside for capital or other operating expenses? tE -alai 3. Should the Agency utilize only its tax increment revenues as the repayment source for obligations like repayment of Hyatt Developer Advance, including non-Hyatt generated tax increment, in lieu of non-tax increment revenues? 4. Should the Redevelopment Agency / City division of transient occupancy tax be rescinded with the TOT revenue reverting to the City in order to obligate additional tax increment? (Need to ensure we meet contractual obligations to developers.) As a point of reference, in FY 2001-02, the City's "contribution" or 15% share of property tax increment would have been $933,450. This compares to the $1,700,000 in debt repayment made to the General Fund in the same year. In addition, Redevelopment Agency facilitated projects directly add revenues to the City's General Fund each year. For example, the City share of Transient Occupancy Tax for the current fiscal year through June for the Hilton and from its opening in January through June for the Hyatt has totaled $592,000. DCB 0 • Attachment 2 Updated Short Term Cash Flow E-1/,a3 •0 Summary - Redevelopment Cash Flow - for Long Term Debt Projections (Non-Housing) 2001/02 2001/02 2002/03 2003104 2004/05 2005/06 2006/07 Pro'ected Actual EST. BEGINNING CASH BALANCE :.: L6 2,871• :••..$4,9 4000 :.:. 6,354;898 2 $3 ,. 45,637, 82.•' $ , 60;405,220 Revenue Total Tax Increment Main Pier 3,410,738 3,601,721 5,092,000 7,673,840 8,527,317 8,913,863 9,092.140 Huntington Center 1,321,941 1,282,310 1.473,000 2.227,460 2,257.509 2,802,659 2.858,713 Oakview 626,368 573,313 558,000 569,160 580.543 592,154 603,997 Talbert Beach 415,244 383.121 441.000 449,820 458,816 467.993 477,353 Yorktown Lake 406,219 382,602 409,000 417,180 425.524 434,034 442,715 Tax Increment (100%) 6,180,510 6,223,067 7.973,000 11,337,460 12,249,709 13,210,703 13,474,917 Tax Increment Less 20% Housing Set Aside 4,944,408 4,978,454 6,378,400 9,069,968 9,799,767 10,568,563 10,779,934 Other Revenue Interest Ean ings 333,790 338,000 308,266 380,950 363,489 335.887 322,021 Main Pier 1,819,651 3,052,120 1.676.806 2.635,294 3.152,626 2,670,383 Huntington Center 0 0 0 942,000 593.000 573,621 Oakview 0 0 110,000 0 0 0 Talbert Beach 0 0 0 0 0 0 Yorktown Lake 4 2 0 2 0 2 Sub Total 333,790 2,155,651 3,360,386 2,167,756 3,940,783 4,081,513 3,566,025 TOTAL Revenue 6.514.300 7.134.105 11.333.386 13.505.216 16.190.492 17,292-217 17.040.942 EXPENSES Debt Service Fund 7,621,978 6,411,288 9,734,018 14,445,969 15,439.501 15,697,563 15,823,201 Projects Fund 1,587,356 1,341,919 674,902 700,828 727.934 2,850.273 785,903 Bond Defeasance TOTAL EXPENSES 59.209.334 57.753.20 510.408.920 515.146.797 516.167.435 518.547.837 516.609.105 NET Income ($2,695,034)(3619,102)$924,466 ($1,641,581)$23.057 ($1,255,620)$431,838 EST. ENDING Cash BALANCE :•:•.55,997 63I ••••:$6,354398 •:'•37,279,063 '•• $6,637•,782'• •'.• $6,660 ,840.$4,405,229 ,$4,837,057• note* restricted cash= 4,759.000 r - l CF-Aug03 Summary 1120 12003 12 46 PM Redevelopment Debt Service Fund 2001/02 2001/02 2002/03 2003104 2004/05 2005/06 2006107 P ected Actual EST. BEGINNING CASH BALANCE :•:•:$3,T6 , 9 •:•:S 4000:::::: :489,..154 •:• •($3, , 99 .• •'•:L .253, } :-•(58,44.6161 Revenue Total Tax Increment Main Pier 3,410,738 3.601.721 5,092,000 7,673,840 8,527,317 8,913,863 9.092.140 Huntington Center 1,321,941 1,282,310 1,473,000 1.502,460 1,532,509 2,302,659 2,858,713 Ezralow Increment 0 725.000 500.000 Oakvlew 626,368 573,313 558,000 569.160 580.543 592.154 603,997 Talbert Beach 415,244 383,121 441,000 449.820 458.816 467.993 477,353 Yorktown Lake 406,219 382,602 409,000 417,180 425.524 434.034 442,715 Tax Increment (100%)6.180,510 6,223,067 7,973,000 10,612,460 12,249,709 13,210,703 13,474,917 Other Revenue Interest Earnings 143,548 191,490 50,459 36,325 (25,637)(104.529)(169,855) Main Pier 0 0 0 0 0 0 Huntington Center 0 0 0 0 0 0 Oakview 0 0 0 0 0 0 Talbert Beach 0 0 0 0 0 0, Yorktown Lake 0 0 0 0 0 0 Sub Total 143,546 191,490 50,459 36,325 (25,637)(104,529)(169,855) TOTAL Revenue &324.0,56 6.414.557 8.023.459 10.648 .785 12.224.073 13.106.175 13.305.062 EXPENSES Debt and Mandated Payments: Special GIF Payment 4,000,000 Transfer to Low Income Housing 1,236,102 1,245,000 1,594,600 2,122,492 2,449,942 2,642,141 2,694,983 Debt Service - HBPFA 2,340,000 2,360,000 2,340.000 2,340,000 2,340,000 2,340,000 2.340,000 Transfer to General Fund(Debt Payment)1,300,000 1,345,000 1,800,000 4,192,170 4,295,000 4,295,000 4,295,000 Business Development 378,044 355,322 412,728 287,322 295,942 304,820 313,965 General Fund Overhead Charge 324,057 333,779 343,792 354,106 City Attomey Charges 485,078 207,065 313,463 500,000 500,000 500.000 500,000 Assessor's Case Adjustment 697,684 697,684 239,037 243,818 248,694 Debt Service-Huntington National Bank 332,000 99,000 255,757 0 0 0 1 Repayment of Waterfront Advance 730,808 1,270,000 1,400,000 1,428.000 1,456,560 Repayment of Hunt Ctr Advance 1,581,000 1,581,000 1,581,000 Repayment of CIM Advance'673,000 673,000 673,000 CIM Additional Parking 100,000 100,000 100,000 Sec. 108 Loan Payment 600,070 600,070 600,071 602,244 603,302 598,308 598,308 Pass Thru Agreements 253,000 199,831 200,000 210,000 220,500 231,525 243,101 Repayment of Gas Tax Fund 1,279,000 ERAF 207,591 400,000 408,000 416,160 424,483 Mulligan Lawsuit Settlement 1,500,000 TOTAL Non Housing EXPENSES 57.621 .978 56 .411.288 59.734 .018 514.445.969 515.439 .501 515.697.563 515.823.201 NET Income ($1,297,922)$3,269 ($1,710,559)($3,797,184)($3,215,429)($2,591,389)($2,518,139) EST. ENDING Cash BALANCE .$2,469,743 .$ .244,269 17$9,184 -.•.(4 037,995)($6,253,428)•($8,$44,816)($11,362,955) 1 - $673,000 per year for 25 years CF-AugO3 Debt •10 Redevelopment Projects Fund 2001/02 Pro ected 2001/02 Actual 2002/03 2003/04 2004105 2005106 EST. BEGINNING CASH BALANCE -:-4 02 ;000:-:•:: $8,911 0-::-:$1S 48.::-$16;634172 •:•:$17 954;775 21.193;261 Revenue Interest Earnings 190,244 201,000 257,807 344,625 389,126 440,415 Main Pier 2,406,373 3.601,721 3,052,120 1,676.806 2,635,294 3,152,626 Huntington Center 0 1,282,310 0 0 942,000 593,000 Oakview 0 573,313 0 0 0 0 Talbert Beach 0 383,121 0 0 0 0 Yorktown Lake 0 382,602 0 0 0 0 TOTAL Revenue 2.596.617 6.424.067 3.309.926 2.021.431 3.966.420 4.186.042 EXPENSES - Salaries and Benefits 352,356 338,104 291,902 303,578 315,721 328.350 Operating Expenses 1,092,000 349,673 285,000 299,250 314,213 329,923 Sub Total 1,444,356 687,777 576,902 602,828 629,934 658,273 Capital Projects 5th Street Parking 0 0 0 0 0 0 Abdelmuh Contract 135,000 71,142 90,000 90,000 90,000 90,000 Edinger Corridor 0 0 0 0 0 0 ERAF Repayment 0 0 0 0 731,000 Housing Fund Repayment 0 0 0 0 1,363,000 SE RedevelopmentArea 0 Trustee Fees 8,000 8,000 8,000 8,000 8,000 8,000 Pr Year Encumbrances 575,000 Sub-Total 143,000 654,142 98,000 98,000 98,000 2,192,000 Total Projects Fund Expenses $1.587.356 81.341.919 8674.902 $700.828 $727.934 $2.850.273 NET Income $1,009,261 $5,082,148 $2,635,024 $1,320,603 $3,238,486 $1,335,769 EST. ENDING Cash BALANCE :•:•$5,Q30;Z6 •.$13,999,14@:::•:$1ti.834,172 •. $17,954j75 •:••.921;193,261:-:::422,629,030 CF-AugO3 Projects • Redevelopment Housing Fund 2001/02 2001/02 2002103 2003104 2004105 2005106 2000.07 Proeded Actual EST. BEGINNING CASH BALANCE :5 494 651•:•:•'•:•$4 484000 ' ::•:$4'St1 ,576 •. •:• . $5.326 65'•:•34 351 134 '•' $6 331,557.• 510.542.6225 Revenue Total Tax Increment Tax Increment (20%)1,236,102 1,244,600 1,594,600 2,122,492 2,449,942 2,642,141 2,5-4,983SE Area Tax Increment (20%)320,000 326,400 332,928 339.587 Interest 329.991 150,327 101,510 119,841 97,901 142,460 239,459ERAF Repayment from 80%0 0 0 0 0 731000 0 Payment from Main-Pier 0 0 0 0 0 1363000 0 TOTAL INCOME $1,566,093 $1,394,927 $1,696,110 $2,562,333 $2,874,242 $5,211,529 $3,274,029 Expenses Non-Discretionary Property Tax Collection Charge 10,563 10.563 10,563 10563 10563 10563 10563 Rental Housing Acquisition 750,000 0 750,000 750,000 750,000 750,000 70.000 Berge Development 650,000 0 650,000 0 0 0Bowen Court 900.000 900,000 0 0 0 0 0The Fountains 2,000,000 0 0 2,000,000 0 0 0Repayment to Agency 0 0 0 0 0 x:0,000 Prior Year Encumbrances 85,000 83,648 Sub-Total 4,395.563 994,211 760,563 3,410,563 760,563 760,563 1,250,563 DISCRETIONARY Salaries & Benefits 64,703 60,665 67,938 71,335 74,902 78,647 82.579 Operating Expenses 50,400 12,475 52,920 55,566 56,344 61,262 54,325 Sub-Total 115,103 73,140 120,858 126,901 133,246 139,909 146,904 TOTAL EXPENSES $4,510 ,666 $1,067,351 $881,421 $3,537,464 $893,809 $900,472 $1,4,17,467 NET INCOME ($2,944,573)$327,576 $814,689 ($975,131)$1,980,433 $4,311,057 $1,585,562 EST. ENDING Cash BALANCE $2 55 278 -:•'•:•'-54 13 576 .•.-'•'$6 326 65 '•:•}-'•0.4 381 134 $6 331567 $10 642626•' 512.509,187 t:.:-lla ) CF-AugO3 Housing MAIN-PIER Project Area - Revenue Projections 2001102 Projected 2001/02 Actual 2002103 2003/04 I 2004/05 2005/2006 2006120C 1 INCOME Tax Increment (100%)3,410,738 3.601,721 4,692,000 5,193,840 7,827,317 8,697,863 9,092,140 New Tax Increment Hyatt 120,000 1.470,000 0 0 0 Waterfront Residential 0 280,000 880,000 350,000 216,000 CIM Project 0 0 0 130,000 350,000 0 0 Tax Increment SubTotal 3,410,738 3,601,721 5,092,000 7,673,840 8,527,317 8,913,863 9,092.140 Interest 0 0 0 T.O.T. (Waterfront)795,000 705,000 705,000 0 0 0 0 T.O.T. (Hyatt)0 0 805,000 1,059,000 1,219,800 1,219,800 1,219,800 Ground Lease (Hyatt)0 0 23.775 50,000 150,000 150,000 150,000 Abdelmuti Loan 340,505 340,505 340,505 340,505 340,505 340,505 340,505 Hilton Lease/RLM Ground Lease 107,126 106,936 110,340 113,651 117,060 120,572 124,189 Waterfront Interim Rent 107,126 106,936 110,340 113,651 117,060 120.572 124,189 T.O.T. (CIM)0 475,869 480,628 485,434 CIM Parking Revenue 0 185,000 190,550 196,267 CIM - Additional Parking Revenue 30,000 30,000 30,000 Lease Payments (438 Main)19,000 19,800 14025 C 0 0 0 Other 0 0 0 0 0 0 Housing Sites Reimbursements 500,000 0 0 500,000 - 0 Town Square Loan Repayment 477,615 480,474 0 9 0 0 0 Mola Settlement 60,000 60,000 55,625 Property Sale=438 Main 887.513 Other Income SubTotal 2,406,373 1,819.651 3,052,120 1,676,806 2,635,294 3,152,626 2,670,383 TOTAL INCOME ..:•:•$5,81T117•$5,421372- . •;:8,144,1211:'$9,350 646 !511 162;611 :•'$12 66 489:•:.:•:'511'762 524 CF-Aug O3 M-P CITY COUNCIL/REDEVELOPMENT AGENCY PUBLIC HEARING REQUEST SUBJECT: A- D 3 --o Z i A-Flo . Q3 3 --6) DEPARTMEN T: r t M ' -r MEETING DATE: CO ' ACT: /A YES NO O ( ()Is the notice attached? PHONE: ( ) () ( ) Do the Heading and Closing of Notice reflect City Council (and/or Redevelopment Agency )hearing? ( ) ( ( ) Are the date, day and time of the public hearing correct? ( () ( ) If an appeal, is the appellant's name included in the notice? (Dd () () If Coastal D ivelopment Permit, does the notice include appeal language? ( ) () (Dq Is there an Environmental Status to be approved by Council? ( ) () (D() Is a map attached for publication? ( ) ( ( ) Is a larger ad required? Size 1 ( ) . ( ) Is the verification statement attached indicating the source and accuracy of the mailing list? E Are the applicant's name and address part of the mailing labels? ( ( ) ( ) Are the appellant's name and address part of the mailing labels? If Coastal DeveloPaient Permit, is the Coastal Commission pan of the maflia( C) t) g labels? (}`. () ()If Coastal Development Permit, are the resident labels attached? Is the Report 33433 attached? (Economic Development Dept, items only) Pleas' complete the followiag•. 1. Minimum days from publication to hearing date () • t 2. Number of times to be published 3. Number of days between publications 21 NOTICE OF PUBLIC HEARING BEFORE THE CITY COUNCIL OF THE CITY OF HUNTINGTON BEACH NOTICE IS HEREBY GIVEN that on Monday, March 21, 2005, at 6:00 p.m. in the City Council Chambers, 2000 Main Street, Huntington Beach, the City Council will hold a public hearing on the following planning and zoning items: 1. GENERAL PLAN AMENDMENT NO. 03-03 ZONING TEXT AMENDMENT NO. 03-03 AND LOCAL COASTAL PROGRAM AMENDMENT NO. 03-02 DOWNTOWN SPECIFIC PLAN- TIMESHARES Applicant: Robert Mayer Corp., Shawn Milbern Request: To amend the Huntington Beach General Plan Land Use Element, Huntington Beach Coastal Element (Local Coastal Program), and Downtown Specific Plan (DTSP) to permit "timeshares" as an allowed use subject to a conditional use permit from the Planning Commission within District 7 (Visitor-Serving Commercial) and District 9 (Commercial Recreation) of the Downtown Specific Plan. Location: Downtown Specific Plan Districts 7 & 9 (north side of Pacific Coast Highway between Beach Blvd. and First Street.) Robert Mayer Corporation. Project Planner: Rosemary Medel 2. ENTITLEMENT PLAN AMENDMENT NO. 04-08 NAUTICAL NORTH - SLOPE MODIFICATIONS Applicant: Fred Tinker Request: To amend the previously approved site plan by permitting modifications to rear slopes on four lots located at the terminus of Marygale Circle. The modifications include construction of a five-foot high retaining wall topped with a one-foot block wall and two feet of view fencing in order to allow an extension of the usable rear yards ranging from approximately 12 feet to 30 feet in depth. Location: 6454, 6455, 6464, and 6465 Marygale Circle (Terminus of Marygale Circle, south of Ellis Avenue) Project Planner: Paul Da Veiga NOTICE IS HEREBY GIVEN that an initial environmental assessment for Item No. 1 was processed and completed in accordance with the California Environmental Quality Act. It was determined that although the proposed project could have a significant effect on the environment, because all potentially significant effects have been analyzed adequately in an earlier EIR No. 94-1 pursuant to applicable standards, and have been avoided or mitigated pursuant to that earlier EIRE No. 94-1, nothing further is required. The environmental impact report is on file at the City of Huntington Beach and is available for public inspection as described below. NOTICE IS HEREBY GIVEN that Item No. 2 is categorically exempt from the provisions of the California Environmental Quality Act. ON FILE: A copy of the proposed request is on file in the City Clerk's Office, 2000 Main Street, Huntington Beach, California 92648, for inspection by the public. A copy of the staff report will be available to interested parties at the City Clerk's Office on Thursday, March 3, 2005. ALL INTERESTED PERSONS are invited to attend said hearing and express opinions or submit evidence for or against the application as outlined above. If you challenge the City Council's action in court, you may be limited to raising only those issues you or someone else raised at the public hearing described in this notice, or in written correspondence delivered to the City at, or prior to, the public hearing. If there are any G•\LEGALS\COUNCIL\05\050321 DOC further questions please call the Planning Department at 536-5271 and refer to the above items. Direct your written communications to the City Clerk Joan L. Flynn, City Clerk City of Huntington Beach 2000 Main Street, 2nd Floor Huntington Beach, California 92648 (714) 536-5227 G \LEGALS\COUNCIL\05\050321.DOC • H Air. Iu1 LIZ 24p J :5k $1 A M E pt IC '000-00r:0-1a, "' 111&- 44 FirstAmerican Title Insurance Company 602431 Form No. 1282 (Rev. 12/15/95) GUARA NTE E party, notwitstand rig Then alure-of any alegation 'in'-Obfainirig witnesses , prosecuting- or aerenamy--urc- i 1349 TA Guarantee Face Page vised 12/15/95) ., a f » tfM,A,y. /I r ff;J.]"rrj,6}<•r SJnN1 '^^LYY,'S j, necessary information fro First American Title Insurance Company SUBJECT TO THE EXCLUSIONS FROM COVERAGE, THE LIMITS OF LIABILITY AND THE CONDITIONS AND STIPULATIONS OF THIS GUARANTEE, First American Title Insurance Company a corporation, herein called the Company GUARANTEES the Assured named in Schedule A against actual monetary loss or damage not exceeding the liability amount stated in Schedule A, which the Assured shall sustain by reason of any incorrectness in the assurances set forth in Schedule A. First American Title Insurance Company PRESIDENT. AUTHORIZED S10HATORY ,\\w\l.E INS ci C,pS?OR4Ic`4yV-O o ao 04LIF6-\\\P ISSUING OFFICE: 2 First American Way (P.O. Box 267 - 92702) Santa Ana, California 92707 (714) 800-3000 SCHEDULE A PROPERTY OWNER'S NOTICE GUARANTEE LIABILITY: $0.00 Name of Assured: MAYER CORPORATION Date of Guarantee: JANUARY 20, 2005 FEE: $0.00 1. That, according to the last equalized "Assessment Roll" provided to First American Title for ORANGE County - a. The persons listed below as "Assessed Owner" are shown on the assessment roll as owning real property within 300 feet of the property identified on the assessment roll as. Assessor's Parcel Number 024-252-01 AND 024-252-02. b. The Assessor 's Parcel Number and any addresses shown on the assessment roll are attached hereto. 1 e=ll The-Assu ed for . Options to Pay or Otherwise Settle Claims: Termination of Liability. In case of a claim under this Guarantee, the ompany shall have the following additional options: (a) To Pay or Tender Payment of the Amount of Jability or to Purchase the Indebtedness. The Company shall have the option to pay or settle )r compromise for or in the name of the Assured any claim which could result in loss to the Assured within he coverage of this Guarantee, or to pay the full amount )t this Guarantee or, If this Guarantee is issued for the )enefit of a holder of a mortgage or a lienholder, the ompany shall have the option to purchase the indebt- ,dness secured by said mortgage or said lien for the amount owing thereon, together with any costs, reason- able, attorneys' fees and expenses Incurred by the fissured claimant which were authorized by the company up to the time of purchase. Such purchase, payment or tender of payment of the full amount of the Guarantee shall terminate all lia- bility of the Company hereunder. In the event after notice of claim has been given to the Company by the Assured the Company offers to purchase said Indebted- ness, the owner of such indebtedness shall transfer and assign said Indebtedness, together with any collateral security, to the Company upon payment of the purchase price. Upon the exercise by the Company of the option provided for in Paragraph (a) the Company's obligation to the Assured under this Guarantee for the claimed loss or damage, other than to make the payment required in that paragraph, shall terminate, Including any obligation to continue the defense or prosecution of any litigation for which the Company has exercised its options under Paragraph 4, and the Guarantee shall be surrendered to the Company for cancellation. (b) To Pay or Otherwise Settle With Parties Other Than the Assured or With the Assured Claimant. To pay or otherwise settle with other parties for or in the name of an Assured claimant any claim assured against under this Guarantee, together with any costs, attorneys' fees and expenses Incurred by the Assured claimant which were authorized by the Company up to the time of payment and which the Company is obligat- ed to pay. Upon the exercise by the Company of the option provided for in Paragraph (b) the Company's obligation to the Assured under this Guarantee forthe claimed loss of damage, other than to make the payment required in that paragraph, shall terminate, including any obligation to continue the defense or prosecution of any litigation for which the Company has exercised its options under Paragraph 4. 7. Determination and Extent of Liability. This Guarantee is a contract of Indemnity against actual monetary loss or damage sustained or incurred by the Assured claimant who has suffered loss or dam- age by reason of reliance upon the assurances set forth in this Guarantee and only to the extent herein described, and subject to the Exclusions From Coverage of This Guarantee. The liability of the Company under this Guarantee cea - r-- (b) the amount of the unpaid principal indebted- ness secured by the mortgage of an Assured mortgagee, as limited or provided under Section 6 of these Conditions and Stipulations or as reduced under Section 9 of these Conditions and Stipulations, at the time the loss or damage assured against by this Guarantee occurs, together with interest theron; or (c) the difference between the value of the estate or interest covered hereby as stated herein and the value of the estate or interest subject to any defect, lien or encumbrance assured against by this Guarantee. 8. Limitation of Liability. (a) If the Company establishes the title, or removes the alleged defect, lien or encumbrance, or cures any other matter assured against by this Guarantee in a reasonably diligent manner by any method, including litigation and the completion of any appeals therefrom, it shall have fully performed its obligations with respect to that matter and shall not be liable for any loss or damage caused thereby. (b) In the event of any litigation by the Company or with the Company's consent, the Company shall have no liability for loss or damage until there has been a final determination by a court of competent jurisdiction, and disposition of all appeals therefrom, adverse to the title, as stated herein. (c) The Company shall not be liable for loss or damage to any Assured for liability voluntarily assumed by the Assured in settling any claim or suit without the prior written consent of the Company. 9. Reduction of Liability or Termination of Liability. All payments under this Guarantee, except pay- ments made for costs, attorneys' fees and expenses pursuant to Paragraph 4 shall reduce the amount of liability pro tanto. 10. Payment of Loss. (a) No payment shall be made without producing this Guarantee for endorsement of the payment unless the Guarantee has been lost or destroyed, in which case proof of loss or destruction shall be furnished to the satisfaction of the Company. (b) When liability and the extent of loss or damage has been definitely fixed In accordance with these Conditions and Stipulations, the loss or damage shall be payable within thirty (30) days thereafter. ,ver,thfl oss oFthe subrogated io all rights after the Assured shall Interest, and costs of collechou. 12. Arbitration. Unless prohibited by applicable Company or the Assured may demand suant to the Title Insurance Arbitration Rries 0;8 ip American Arbitration Association. Arbitrable lfti*T may include, but are not limited to, any controversy or claim between the Company and the Assured arising out of or relating to this Guarantee, any service of the Company in connection with its issuance or the breach of a Guarantee provision or other obligation. All arbitra- ble matters when the Amount of Liability is $1,000,000 or less shall be arbitrated at the option of either the Company or the Assured. All arbitrable matters when the amount of liability Is In excess of $1,000,000 shall be arbitrated only when agreed to by both the Company and the Assured. The Rules in effect at Date of Guarantee shall be binding upon the parties. The award may include attorneys' fees only if the laws of the state in which the land Is located permits a court to award attorneys' fees to a prevailing party. Judgment upon the award rendered by the Arbitrator(s) may be entered in any court having jurisdiction thereof. The law of the •sftus of the land shall apply to an arbitration under the Title Insurance Arbitration Rules. A copy of the Rules may be obtained from the Company upon request 13. Liability Limited to This Guarantee; Guarantee Entire Contract. (a) This Guarantee together with all endorsements, if any, attached hereto by the Company is the entire Guarantee and contract between the Assured and the Company. In Interpreting any provision of this Guarantee, this Guarantee shall be construed as a whole. (b) Any claim of loss or damage, whether or not based on negligence, or any action asserting such claim, shall be restricted to this Guarantee. (c) No amendment of or endorsement to this Guarantee can be made except by a writing endorsed hereon or attached hereto signed by either the President, a Vice President, the Secretary, an Assistant Secretary, or validating officer or authorized signatory of the Company. 14. Notices, Where Sent. All notices required tobe given the Company and any statement in writing required to befumished the Company shall include the number of this Guarantee and shall be addressed to the Company at 1 First American Way, Santa Ana, California 92707. 11. Subrogation Upon Payment or Settlement. Whenever the Company shall have settled and paid a claim under this Guarantee, all right of subroga- tion shall vest in the Company unaffected by any act of the Assured claimant. The Company shall be subrogated to and be entitled to all rights and remedies which the Assured would have had against any person or property in respect to the claim had this Guarantee not been issued. If requested by the Company, the Assured shall transfer to the Company all rights and remedies against any per- son or property necessary in order to perfect this right of subrogation. The Assured shall permit the Company to sue, compromise or settle in the name of the Assured and to use the name of the Assured in any transaction or litigation involving these nghtsor remedies. RESOLUTION NO. 2005-19 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF HUNTINGTON BEACH APPROVING GENERAL PLAN AMENDMENT NO. 03-03 WHEREAS, General Plan Amendment No. 03-03 proposes to amend the Land Use Element to add timeshares as a permitted use within the Commercial Visitor (CV) land use category and within Subareas 4C (PCH/First Street) and 4D (Waterfront) and replace overnight accommodations language with hotels/motels and timeshares for consistency in the Commercial General (CG) land use category; and Pursuant to the California Government Code, the Planning Commission of the City of Huntington Beach, after notice duly given, held a public hearing to consider General Plan Amendment No. 03-03 and recommended approval of said entitlement of the City Council; and Pursuant to Califo rnia Government Code the City Council , after notice duly given, held a public hearing to consider General Plan Amendment No. 03-03; and The City Council finds that said General Plan Amendment No. 03-03 is necessary for the changing needs and orderly development of the community, and that the inclusion of timeshares as an allowed use within the Commercial Visitor land use category is compatible with other permitted uses in the General Plan and is consistent with other elements of the General Plan; and The City Council further fords that any potential environmental considerations associated with such allowance of timeshares has been adequately addressed in Environmental Impact Report No. 94-1, which analyzed the approved land use plan for the City that included the allowance of hotels and other overnight accommodations in various land use categories throughout the City, NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Huntington Beach as follows: SECTION 1: The City Council of the City of Huntington Beach hereby adopts said amendment to the General Plan. SECTION 2: That General Plan Amendment No. 03-03, which amends the General Plan Land Use Element to add timeshares as a permitted use within the Commercial Visitor (CV) land use category and within Subareas 4C (PCH/First Street) and 4D (Waterfront) and replaces overnight accommodations language with hotels/motels and timeshares in the Commercial General (CG) land use category, attached hereto as Exhibit A, is hereby approved. 05reso/epa 03-03 1 PASSED AND ADOPTED by the City Council of the City of Huntington Beach at a regular meeting thereof held on the 21 st day of March , 2005. REVIEWED AND APPROVED: APPROVED AS TO FORM: ity Adm' 'strator C' Attorn y e v hio5 INIT D AND APPROVED: ector of Planning Exhibit A General Plan Amendment EXHIBIT A COMMUNITY DEVELOPMENT CHAPTER LAND USE ELEMENT Land Use Cate o RESIDENTL4L Residential Low (RL) Residential Medium Residential Medium High Residential Hi (RH) COMMERCL4L Commercial Neighborhood (CN) Commercial General (CG) Commercial Regional (CR) Commercial Office (CO) Commercial Visitor (CV) INDUSTRIAL Industrial(I) TABLE LU-2a Land Use Schedule' T ical Permitted Uses Single family residential units; clustered zero-lot line developments; and "granny" flats. Single family residential units, duplexes, townhomes, and garden apartments. Townhomes , garden apartments, apartment "flats." Townhomes , garden a artments, and a artments. Small-scale retail commercial, professional offices, eating and drinking establishments, household goods, food sales, drug stores, personal services, cultural facilities , institutional , health, gove rnment offices, and similar uses . Generally, individual establishments should not exceed 10,000 square feet . If permitted. their fronta e should be desi ed to conve the visual character of small storefronts. Retail commercial, professional offices, eating and drinking establishments, household goods, food sales, drugstores , building materials and supplies , personal services, recreational commercial , hotels /motels , timeshares overnight cultural facilities , government offices, educational , health, institutional and similar uses. Anchor department stores, outlet stores, promotional ("big box") retail, retail commercial , restaurants, entertainment, professional offices, financial institutions, automobile sales facilities, and similar re 'on-se rvin uses. Professional offices and ancillary commercial services (financial institutions, hotoco sho s, small restaurants, and similar uses). Hotels /motels, timeshares , restaurants, recreation-related retail sales, cultural uses e. ., museums) and similar uses oriented to coastal and other visitors to the Ci • Light manufacturing, research and development , warehousing , business parks and professional offices, supporting retail, financial , and restaurants, and similar uses. • Warehouse and sales outlets. PUBLIC AND INSTITUTIONAL Public Governmental administrative and related facilities, such as public utilities, schools, (P) ublic arkin lots, infrastructure, religious an d similar uses. 6 See LU 7.1.1 and LU 7.1.2 THE CITY OF HUNTINGTON BEACH GENERAL PLAN II-LU-25 COMMUNITY DEVELOPMENT CHAPTER LAND USE ELEMENT TABLE LU-4 Cont. Community District and Subarea Schedule Subarea Characteristic Standards and Princi les 4C Permitted Uses Category: Commercial Visitor ("CV") PCH/First Visitor-serving and community-serving commercial uses, hotel /motels, (Lake ) Street timeshares , restaurants, entertainment, and other uses (as permitted by the "CV" and "CG" land use categories) Density/Intensity Category: "-FT' • Height eight (8) stories 4D Waterfront Design and Category: Specific Plan ("-sp") Development • Establish a unified "village" character , using consistent architecture and highly articulated facades and building masses. • Require vertical setbacks of structures above the second floor. • Incorporate pedestrian walkways, plazas, and other common open spaces for public activity. • Provide pedestrian linkages with surrounding residential and commercial areas. • Establish a well-defined entry from PCH. • Maintain views of the shoreline and ocean. Permitted Uses Category. Commercial Visitor C'CV") Hotels/motels, timeshares , and supporting visitor-serving commercial uses (in accordance with Development Agreement) Density/Intensi ty Category: "-FT' • Hotel/motel rooms: 1,690 • Commercial: 75,000 square feet Design and Category: Specific Plan ("-sp") Development As defined by the adopted Development Agreement. 4E Permitted Uses Category: Open Space Conservation ("OS-C"), uses permitted by the PCH/Beach Commercial Visitor ("CV") land use category, and free-standing multi-family Northeast housing ("RM"). (Please refer to the Land Use Map for the exact boundaries of each land use desi nation. (Continued on Density/Intensity Category: next page) • For RM designations, 15 units per acre • For CV designations, F2 • Height: three (3) stories THE CITY OF HUNTINGTON BEACH GENERAL PLAN Il-LU-54 Res. No. 2005-19 STATE OF CALIFORNIA COUNTY OF ORANGE ) ss: CITY OF HUNTINGTON BEACH ) I, JOAN L. FLYNN the duly elected, qualified City Clerk of the City of Huntington Beach, and ex-officio Clerk of the City Council of said City, do hereby certify that the whole number of members of the City Council of the City of Huntington Beach is seven; that the foregoing resolution was passed and adopted by the affirmative vote of at least a majority of all the members of said City Council at an regular meeting thereof held on the 21st day of March, 2005 by the following vote: AYES: Hansen, Coerper, Hardy, Green, Bohr NOES: Sullivan, Cook ABSENT: None ABSTAIN: None Cit Jerk and ex-officio rk of the City Council of the City of Huntington Beach, California RESOLUTION NO.2 0 0 5- 2 0 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF HUNTINGTON BEACH ADOPTING LOCAL COASTAL PROGRAM AMENDMENT NO. 03-02 TO AMEND THE LOCAL COASTAL PROGRAM LAND USE PLAN AND IMPLEMENTING ORD INANCES TO PERMIT TIMESHARES IN THE COMMERCIAL VISITOR LAND USE CATEGORY AND TO REFLECT ZONING TEXT AMENDMENT NO. 03-03 AND REQUESTING CERTIFICATION BY THE CALIFORNIA COASTAL COMMISSION WHEREAS, after notice duly given pursuant to Government Code Section 65090 and Public Resources Code Section 30503 and 30510, the Planning Commission of the City of Huntington Beach held a public hearing to consider the adoption of the Huntington Beach Local Coastal Program Amendment No. 03-02; and Such amendment was recommended to the City Council for adoption; and The City Council, after giving notice as prescribed by law, held at least one public hearing on the proposed Huntington Beach Local Coastal Program Amendment No. 03-02, and the City Council finds that the proposed amendment is consistent with the Huntington Beach General Plan, the Certified Huntington Beach Local Coastal Program (including the Land Use Plan), and Chapter 6 of the California Coastal Act; and The City Council of the City of Huntington Beach intends to implement the Local Coastal Program in a manner fully consistent with the California Coastal Act, NOW, THEREFORE, the City Council of the City of Huntington Beach does hereby resolve as follows: SECTION 1: That Local Coastal Program Amendment No. 03-02 is the subject of this Resolution to allow timeshares in the Commercial Visitor district of the Local Coastal Program, including Subareas 4C and 4D, and modifying Policy 3.2.4 to add reference to the allowance of timeshares in the Commercial Visitor District and replace overnight accommodation language with hotels/motel and timeshares in the Commercial General land use category for consistency (Exhibit A). SECTION 2: That the Huntington Beach Local Coastal Program Amendment No. 03-02 incorporates Zoning Text Amendment No. 03-03, a copy of which is attached hereto as Exhibit B, and incorporated by this reference as though fully set forth herein, is hereby approved. O5reso/LCP 03-02 1 PASSED AND ADOPTED by the City Council of the City of Huntington Beach at a regular meeting thereof held on the 9 1 , t. day of 2005_. r REVIEWED AND APPROVED:PROVED AS TO FORM: e ity Adm' strator C' Attom y Exhibits INIT TED AND APPROVED: rector of lanning A. Local Coastal Program Element Amendments B. Zoning Text Amendments X105 05reso/LCP 03-02 2 EXHIBIT A NATURAL RESOURCES CHAPTER COASTAL ELEMENT facilities on private land to be open to the public . (1-C 7) C 3.2.3 Encourage the provision of a variety of visitor- serving commercial establishments within the Coastal Zone, including , but not limited to, shops, restaurants, hotels and motels, and day spas. (I-C'1, I-C 2, I-C 3, I- C 4) C 3.2.4 Timeshares may be permitted in Commercial General District (CG), and Mixed Use Districts (M, MH, and MV), and Commercial Visitor District (CV) as part of a master plan project, provided that any such project be conditioned as follows: (IC 1, I-C 2, I-C 3, I-C 7) a) That at least twenty-five percent of the units be permanently reserved for transient overnight accommodations during the summer season (beginning the day before the Memorial Day weekend and ending the day after Labor Day). b) That the timeshare facility operate as a hotel including requirements for a centralized reservations system, check-in services , advertising, security, and daily housecleaning. C 3.2.5 Establish an ongoing program to permit recreational vehicle camping during the winter months at City beach parking lots. (I-C 22,x) C 3.2.6 Encourage additional overnight recreational vehicle camping facilities, adequately screened, in the recreation areas on both sides of Newland Street near Pacific Coast Highway and on the State beach parking lots during the winter months . (I-C 22,x) C 3.2.7 Investigate the feasibility of providing year round camping below the bluffs, northwest of the Municipal Pier, between Ninth Street and Goldenwest Street. (I-C 22j) C 3.2.8 Promote the implementation of and funding for the proposed Orange Coast River Park concept. The Orange Coast River Park is envisioned as a linkage of public parks (Talbert and Fairview Regional Parks) and private open space lands along and near the mouth of the Santa Ana River, including possible linkages with open space lands located on the inland side of Pacific Coast Highway, between the Santa Ana River and Beach Boulevard in Huntington Beach. (I-C 1, I-C 2, I-C 17) C 3.2.9 Promote and support the implementation of the proposed Wintersburg Channel Class I Bikeway . (7-C 1, I-C 2) C 3.2.10 Promote and support the development of, the City and County portions of the Harriett M. Wieder Regional Park. Include a continuous trail system from Huntington Central Park to the beach, along the eastern border of the Bolsa Chica wetlands, if feasible. (I-C 1, I-C 2, I-C 17) C 3.2.11 Encourage and support the following recreational facilities and design characteristics within the Harriett M. Wieder Regional Park: (I-C 1, I-C 2) a) Limit above ground structures to support facilities such as restrooms, picnic tables, bike racks, view THE CITY OF HUNTINGTON BEACH GENERAL PLAN IV-C-108 NATURAL RESOURCES CHAPTER COASTAL ELEMENT COMMERCIAL Commercial Neighborhood (CN) COASTAL ELEMENT LAND USE PLAN LAND USE, DENSITY AND OVERLAY SCHEDULE TABLE C-1 (Continued) Small-scale retail commercial , professional offices, eating and drinking establishments , household goods, food sales, drug stores, personal services, cultural facilities, institutional , health, gove rnment offices and similar uses. Generally , individual establishments should not exceed 10,000 square feet. If feasible , their frontage should be designed to convey the visual character of small storefronts. The Commercial Neighborhood (CN) designation shall utilize the standards of the General Commercial District (CG) of the Zoning Code for im lementation. Commercial Retail commercial , professional of fices, eating and drinking General (CG) establishments , household goods , food sales, drugstores, building materials and supplies, personal services, recreational commercial, hotels /motels, timeshares , cultural facilities, gove rnment offices, educational , health, institutional and similar uses. Commercial Visitor Hotels /motels, timeshares restaurants, recreation-related retail sales, (CV)cultural uses (e.g., museums) and similar uses oriented to coastal and other visitors to the City. INDUSTRIAL Industrial (1) PUBLIC IN STITUTIONAL Public (P) Marine related development such as marinas, retail marine sales, boat rentals, and boat storage which are coastal dependent developments shall have priority over any other type of development (consistent with resource rotection) on or near the shoreline. Light manufacturing, energy production , resource production , research and development, warehousing , business parks and professional offices, supporting retail, financial, restaurants and similar uses . Warehouse and sales outlets. Marine related activities such as boat const ruction and dry boat storage. Coastal dependent development shall have priority over any other type of develo ment consistent with resource rotection) on or near the shoreline. Governmental administrative and related facilities , such as public utilities, schools, libraries, museums, public parking lots, infrastructure, religious and similar uses. THE CITY OF HUNTINGTON BEACH GENERAL PLAN IV-C-26 NATURAL RESOURCES CHAPTER COASTAL ELEMENT COMMUNITY DISTRICT AND SUBAREA SCHEDULE TABLE C-2 (con tinued) Subarea Characteristic Standards and Princi les 4B Design and Category: Specific Plan ("-sp") Existing Oil Development • Requires the preparation of and development in conformance with a Property Conceptual Master Plan of Development and Specific Plan. (Cont.) • The preparation of a Specific Plan may be phased in conformance with the conceptual Master Plan. • Establish a cohesive, integrated residential development in accordance with the policies and principles stipulated for "New Residential Subdivisions" (Policies LU 9.3.1 and LU 9.3.4). • Allow for the clustering of mixed density residential units and integrated commercial sites. • Require variation in building heights from two (2) to four (4) stories to promote visual interest and ensure compatibili ty with surrounding land uses. • Commercial development shall be prohibited along the Palm Avenue frontage. • Residential development along Palm Avenue shall be compatible in size, scale , height, type , and massing with existing development on the north side of Palm Avenue. • Visitor Serving Commercial development shall be oriented along the Pacific Coast Highway frontage. • Minimize vehicular access points onto arterial streets and highways including Palm Avenue, Golden West Street, Pacific Coast Highway, and Seapoint Street. • Open space and neighborhood parks, which may be private, shall be provided on site. 4C Permitted Uses Category : Commercial Visitor ("CV") PCH/First Visitor-serving and community-serving commercial uses, restaurants, (Lake ) Street entertainment, hotels /motels, timeshares and other uses (as permitted by the "CV" and "CG" land use catego ries) Densi ty/Intensity Category: "-FT' • Height: eight (8) stories Design and Category: Specific Plan ("-sp") Development • Establish a unified "village" character, using consistent architecture and highly articulated facades and building masses. • Require vertical setbacks of structures above the second floor. • Incorporate pedestrian walkways, plazas, and other common open spaces for public activity. • Provide pedestrian linkages with surrounding residential and commercial areas. • Establish a well-defined entry from PCH. • Maintain views of the shoreline and ocean. THE CITY OF HUNTINGTON BEACH GENERAL PLAN IV-C-37 NATURAL RESOURCES CHAPTER COASTAL ELEMENT COMMUNITY DISTRICT AND SUBAREA SCHEDULE TABLE C-2 (continued) Subarea Characteristic 4D Permi tted Uses Waterfront Density/Intensity Design and Development 4E PCH/Beach Northeast Permitted Uses Density/Intensity Design and Development 4F Wetlands Permitted Uses 4G Permitted Uses Edison Plant 4H Brookhurst- Ma nolia Design and Develo ment Permi tted Uses Standards and Princi les Category: Commercial Visitor ("CV") Hotels/motels, timeshares and supporting visitor-serving commercial uses (in accordance with Development Agreement) Category: "-FT' • Hotel/motel rooms: 1,690 • Commercial : 75,000 square feet Category: Specific Plan ("-sp") As defined by the adopted Development Agreement. Category: Open Space Conservation ("OS-C"), uses permitted by the Commercial Visitor ("CV") land use category, and free-standing multi-family housing ("RM"). (Please refer to the Land Use Map for the exact boundaries of each land use desi nation. Category: • For RM designations, 15 units per acre • For CV designations, F2 • Height: three (3) stories Category: • Establish a major streetscape element to identify the Beach Boulevard-PCH intersection. • Site, design, and limit the scale and mass of development, as necessary, to protect wetlands. • Maintain visual compatibility with the downtown. • Incorporate onsite recreational amenities for residents. • Minimize access to and from PCH, providing an internal roadway system. • Incorporate extensive landscape and streetscape. Category: Conservation ("OS-C") • Wetlands conservation. Category: Public ("P") and Conservation ("OS-C") • Wetlands conservation. • Utili ty uses. In accordance with Policy LU 13.1.8. Category: Conservation ("OS-C") Wetlands conservation. THE CITY OF HUNTINGTON BEACH GENERAL PLAN W-C-38 EXHIBIT B EXHIBIT B IS INCLUDED IN THIS RCA AS ATTACHMENT NO. 3 AND WILL BE INCLUDED IN THIS RESOLUTION UPON ADOPTION ORDINANCE NO. 3 7 0 2 AN ORDINANCE OF THE CITY OF HUNTINGTON BEACH AMENDING THE DOWNTOWN SPECIFIC PLAN OF THE CITY OF HUNTINGTON BEACH WHEREAS, the City Council of the City of Huntington Beach has previously adopted the Downtown Specific Plan; and Pursuant to the California State Planning and Zoning Law, the Huntington Beach Planning Commission and Huntington Beach City Council have held separate, duly noticed public hearings relative to amending the Downtown Specific Plan, wherein both bodies have carefully considered all information presented at said hearings; and After due consideration of the findings and recommendations of the Planning Commission and all other evidence presented, the City Council finds that the aforesaid amendment is proper and consistent with the General Plan, NOW, THEREFORE, the City Council of the City of Huntington Beach does hereby ordain as follows: SECTION 1: The Downtown Specific Plan is hereby amended as set forth in the Legislative Draft attached hereto as Exhibit A. SECTION 2: Except as specifically modified herein, all other sections of the Huntington Beach Downtown Specific Plan shall remain in full force and effect. SECTION 3: This ordinance shall become effective immediately upon certification of the California Coastal Commission- PASSED AND ADOPTED by the City Council of the City of Huntington Beach at a regular meeting thereof held on the 4th day of , 2005. ATTEST: Ci lerk r REVIEWED AND APPROV D: APPROVED AS TO FORM: C ty Ad ' strator ty Atto ey t. fA1105 INITI D AND APPROVED: ctor of Planning ord/05zoningldowntown SP timeshares EXHIBIT A Public o en s ace: Outdoor or unenclosed area on the ground floor or above floor levels designed and accessible for use by the general public. Public open space may include one of the following: patios, plazas, balconies, gardens or view areas accessible to the general public, and open air commercial space, open to the street on the first floor, or on at least one side, above the first floor, or open to the sky. The open space requirement can be met anywhere in the development; however, open space provided above the second floor will receive only fifty (50) percent credit toward this requirement. This requirement cannot be met by open areas which are inaccessible to the general public or are contrary to specific requirements of a district. Public ri t-of-wa : That property dedicated through acquisition or easement for the public right-of-way or utility purposes which includes the area spanning from the property line on one side of a street to the property line on the other side of a street. Recreational Vehicle: A travel Trailer, pick-up camper or motorized home with or without a mode of power and designed for temporary human habitation for travel or recreational purposes. Rehabilitation: The physical repair, preservation, or improvement of a building or structure. Does not include an expansion of existing floor area greater than ten (10) percent; does not increase the building height; does not result in an increase in permitted density. Residual arcel: A legal lot which does not meet the requirements for a building site within the District in which it is located, and where the abutting sites are already developed. Ri t-of-Wa 0 : That portion of property which is dedicated or over which an easement is granted for public streets, utilities or alleys. Semi-subterranean arkin : Parking structure which is partially recessed into the development site, and which may or may not support additional structures above (e.g. dwelling units, tennis courts, or parking structures). Setback: A stipulated area adjacent to the lot lines which must be kept free of structures over forty-two (42) inches high. Street level: The elevation measured at the centerline of the public street adjacent to the front setback at a point midway between the two side property lines. Suite Hotel: A building designed for or occupied as a temporary lodging place which contains guest rooms and may contain kitchene ttes and a separate living room for each unit. Timeshares : Any master planned development wherein a purchaser receives e right in perpetuity, for life, or for a term of years, to the recurrent , exclusive use or occupancy of a lot , parcel, unit , room(s), or segment of real property, annually or on some other seasonal or eriodic basis, for a period of time that has been or will be allotted from the use or occupancy periods into which the project has been divided and shall include, but not be limited to timeshare estate, interval ownership vacation license , vacation lease ,club membership, timeshare use, conciominium /hotel , or uses of a similar nature. Townlot: The area and parcels bounded by Pacific Coast Highway on the southwest, Goldenwest Street on the northwest, Palm Avenue on the north and northeast, and Sixth Street on the east and southeast. G:DWNTWNSP 4 Downtown Specific Plan Revised 2/06/02 4.9 DISTRICT #7: VISITOR SERVING COMMERCIAL Purpose. This District extends southeast of the Downtown core adjacent to Pacific Coast Highway . The principal purpose of this Dis trict is to provide commercial facilities to serve seasonal visitors to the beaches as well as to serve local residents on a year round basis. This Dist rict also provides a continuous commercial link between the Downtown and the visitor -commercial/recreation District near Beach Boulevard. Boundaries. District #7 extends from First Street to Huntington Avenue between PCH and the proposed Walnut Avenue extension. 4.9.01 Permitted Uses. (a) The following list of Visitor-Serving Commercial uses in District No. 7 may be allowed. Other visitor serving related uses as described in the Land Use Plan, and which have the same parking demand as the existing use not specified herein may be allowed subject to the approval of the Director. Change of use shall be subject to the approval of the Director: Art gallery Bakeries Banks and savings and loans branch offices (not to exceed five-thousand (5,000) square feet) Beach, swimming and surfing equipment Bicycle sales, rental and repair Boat and marine supplies Bookstores Carts and Kiosks pursuant to Section 230.94 of the Huntington Beach Zoning and Subdivision Ordinance Clothing stores Delicatessens Florists Groceries (convenience) Ice cream parlors Laundromats, laundries Meat or fish markets Newspaper and magazine stores Newsstands Outdoor dining pursuant to S.4.2.33 Photographic equipment sales Photographic processing Professional Office (not to exceed fifty [50) percent of total floor area) Public Transportation Center Shoe stores Sporting goods Tourist related public and semi-public buildings, services and facilities Travel agency Note: Visitor-serving commercial uses must be a part of all development proposals in this District, with a minimum requirement that the entire street level be devoted to Visitor-Serving Commercial Uses. G:DWNTWNSP 51 Downtown Specific Plan Revised 2/06/02 (b) The following list of uses, or change of such use in District No. 7 may be allowed subject to the approval of a Conditional Use Permit. Automobile service stations Dancing and/or live entertainment Health and sports clubs Liquor stores Restaurants Taverns Theaters Hotels and motels Permanent parking lots and parking structures Timeshare Units pursuant to section 4.9.12 4.9.02 Minimum Parcel Size. No minimum parcel size shall be required for this District. However, prior to the approval of any development, including subdivision, a master site plan for the entire District shall be approved by the Planning Commission. Development which is in conformance with the site plan may then be permitted. 4.9.03 Maximum Densi /Intensi . (a) The maximum intensity of development shall be calculated by Floor Area Ratio (FAR) for the District. The floor area ratio shall apply to the whole District. The floor area ratio shall be 3.0 calculated on net acreage. 4.9.04 Maximum Buildin Hei t. The maximum building height shall be eight (8) stories. 4.9.05 Maximum Site Covera e. The maximum site coverage shall be fifty (50) percent of the net site area. 4.9.06 Setback ront Yard . The minimum front yard setback for all structures exceeding forty-two (42) inches in height shall be fifty (50) feet from PCH. 4.9.07 Setback Side Yard . The minimum exterior side yard requirement shall be twenty (20) feet. 4.9.08 Setback ear Yard . The minimum rear yard setback shall be twenty (20) feet from the proposed Walnut Avenue extension. Note: An additional ROW dedication will be required to provide for the Walnut Avenue extension. 4.9.09 Setback Sto . No upper story setback shall be required in this District. 4.9.10 Open Space. Public open space and/or pedestrian access shall be required for development projects in order to assure a predominantly visitor-serving orientation. 4.9.11 Corridor Dedication. Development in District #7 shall require the dedication of a twenty (20) foot corridor between Atlanta Avenue and PCH for public access between the southern end of the Pacific Electric ROW and PCH. This requirement may be waived if an alternative public use is provided or if the corridor is deemed unnecessary by the City. Any proposal for an alternative public use must be approved by the Planning Commission. G:DWNTWNSP 52 Downtown Specific Plan Revised 2/06/02 4.9.12 Timeshares . May be permi tt ed as part of a master planned eve opment and shaft be conditioned as follows: a) At least twenty-five percent of the units be permanently reserved for transient overnight accommodations during the peak summer season (beginning the day before Memorial Day weekend and ending the day after Labor Day). b) The timeshare facility shall operate as a hotel including requirements for a centralized reservations system , check-in services , advertising , security , and daily housecleaning. c) A descrip tion specifying how the twenty-five percent reserved transient overnight requirement of Section 4.9.12 (a) will be satisfied within the master planned development must be submitted at time of application. G:DWNTWNSP 53 Downtown Specific Plan Revised 2/06/02 4.11 DISTRICT #9: COMMERCIAL/RECREATION Purpose. The purpose of this District is to encourage large, coordinated development that is beach-oriented and open to the public for both commercial and recreational purposes. Boundaries . District #9 is bounded by PCH on the south, Beach Boulevard on the east, Huntington Street on the west , and on the north by the proposed Walnut Avenue extension. 4.11.01 Permitted Uses. (a) The following list of commercial recreation uses in District No. 9 may be allowed. Other visitor serving related uses as described in the Land Use Plan, and which have the same parking demand as the existing use not specified herein may be allowed subject to the approval of the Director. A change of use shall be subject to the approval of the Director. For example: Carts and Kiosks pursuant to Section 230.94 of the Huntington Beach Zoning and Subdivision Ordinance Retail sales Tourist related uses Outdoor dining pursuant to S.4.2.33 (b)The following list of uses, or change of such use in District No. 9 may be allowed subject to approval of a Conditional Use Permit. For example: Dancing and/or Live entertainment Recreational facilities Restaurants Hotels, motels Timeshare Units pursuant to section 4.11.13 4.11.02 Minimum Parcel Size. No minimum parcel size shall be required for this District. However, prior to approval of a Conditional Use Permit by the Planning Commission for any development, a master site plan for the entire District shall be approved by the Planning Commission. Development which is in conformance with the site plan may then be permitted. 4.11.03 Maximum Densi /Intensi . The maximum intensity of development shall be calculated by floor area ratio (FAR) for this District. The floor area ratio shall apply to the entire project area. Floor area ratios shall be calculated on net acreage. (a) The maximum floor area for developments in this District shall be calculated with a multiple of 3.0. 4.11.04 Maximum Buildin Hei ht. No maximum building height shall be required. 4.11.05 Maximum Site Cove e. The maximum site coverage shall be thirty-five (35) percent of the net site area. Note: A maximum of twenty-five (25) percent of the net site area can be used for parking and vehicular accessways. G:DWNTWNSP 58 Downtown Specific Plan Revised 2/06/02 4.11.06 Setback ront Yard . The minimum front yard setback for all structures exceeding forty-two (42) inches in height shall be fifty (50) feet, from PCH and Beach Boulevard. 4.11.07 Setback Side Yard . The minimum exterior side yard requirement shall be twenty (20) feet. Exception: The minimum exterior yard requirement from Beach Boulevard shall be fifty (50) feet. 4.11.08 Setback ear Yard . The minimum rear yard setback shall be twenty (20) feet. Note: An additional ROW dedication will be required to provide for the Walnut Avenue extension. 4.11.09 Setback er Sto . No upper story setback shall be required. 4.11.10 Open Space. Development projects within this District shall provide public open space. A minimum of thirty (30) percent of the net site area must be provided for such a purpose. This area shall be available for public or semi-public uses for recreational purposes. Open space must have minimum dimensions of twenty-five (25) feet in each direction . Paved areas devoted to streets, driveways and parking areas may not be counted toward this requirement. A maximum of fifteen (15) percent of the required thirty (30) percent may be enclosed recreation space such as gyms, handball courts, health clubs, interpretive centers or similar facilities. A fee may be imposed for the use of such facilities. 4.11.11 Pedestrian Ove ass. A pedestrian overpass may be required to connect the development in this District to the City Beach, as a condition of approval for any new development on, or further subdivision of, parcels within the District. The City may waive this requirement if the City determines that overpasses are unnecessary or impractical considering the type and design of new developments. 4.11.12 Mobile home District. A portion of District #9 is zoned for mobile home use. Within this mobile home area, the provisions of the Mobile home District of the Huntington Beach Zoning and Subdivision Ordinance shall apply (see Section 4.16). 4.11.13 Timeshares . May be permi tt ed as part of a master planned eve opment and shall be conditioned as follows: a) At least twenty-five percent of the units be permanently reserved for transient overnight accommodations during the peak summer season (beginning the day before Memorial Day weekend and ending the day after Labor Day). b) The timeshare facility shall operate as a hotel including requirements for a centralized reservations system , check in services , advertising , security, and daily housecleaning. c) A description specifying how the twenty-five percent reserved transient overnight requirement of Section 4.11.13 (a) will be satisfied within the master planned development must be submi tt ed at time of application. G:DWNTWNSP 59 Downtown Specific Plan Revised 2/06/02 Ord. No. 3702 STATE OF CALIFORNIA ) COUNTY OF ORANGE ) ss: CITY OF HUNTINGTON BEACH ) I, JOAN L. FLYNN, the duly elected, qualified City Clerk of the City of Huntington Beach, and ex-officio Clerk of the City Council of said City, do hereby certify that the whole number of members of the City Council of the City of Huntington Beach is seven; that the foregoing ordinance was read to said City Council at a regular meeting thereof held on the 21st da of March 2005 and was again read to said City Council at a regular meeting thereof held on the 4th da of A rit 2005 and was passed and adopted by the affirmative vote of at least a majority of all the members of said City Council. AYES: Hansen, Coerper, Hardy, Green, Bohr NOES: Sullivan, Cook ABSENT: None ABSTAIN: None I, Joan L Flynn, CITY CLERK of the City of Huntington Beach and ex-officio Clerk of the City Council, do hereby certify that a synopsis of this ordinance has been published in the Huntington Beach Fountain Valley Independent on April 14, 2005. In accordance with the City Charter of said City Joan L. Fl n Ci Clerk De u Ci Clerk Ci lerk and ex-officio rk of the City Council of the City of Huntington Beach, California Res. No. 2005-20 STATE OF CALIFORNIA COUNTY OF ORANGE ) ss: CITY OF HUNTINGTON BEACH ) I, JOAN FLYNN, the duly elected, qualified City Clerk of the City of Huntington Beach, and ex-officio Clerk of the City Council of said City, do hereby certify that the whole number of members of the City Council of the City of Huntington Beach is seven; that the foregoing resolution was passed and adopted by the affirmative vote of at least a majority of all the members of said City Council at an regular meeting thereof held on the 21st of March, 2005 by the following vote: AYES: Hansen, Coerper, Hardy, Green, Bohr NOES: Sullivan, Cook ABSENT: None ABSTAIN: None Ci lerk and ex-officio erk of the City Council of the City of Huntington Beach, California ORDINANCE NO. 3 7 0 2 AN ORDINANCE OF THE CITY OF HUNTINGTON BEACH AMENDING THE DOWNTOWN SPECIFIC PLAN OF THE CITY OF HUNTINGTON BEACH WHEREAS, the City Council of the City of Huntington Beach has previously adopted the Downtown Specific Plan; and Pursuant to the California State Planning and Zoning Law, the Huntington Beach Planning Commission and Huntington Beach City Council have held separate, duly noticed public hearings relative to amending the Downtown Specific Plan, wherein both bodies have carefully considered all information presented at said hearings; and After due consideration of the findings and recommendations of the Planning Commission and all other evidence presented, the City Council finds that the aforesaid amendment is proper and consistent with the General Plan, NOW, THEREFORE, the City Council of the City of Huntington Beach does hereby ordain as follows: SECTION 1: The Downtown Specific Plan is hereby amended as set forth in the Legislative Draft attached hereto as Exhibit A. SECTION 2: Except as specifically modified herein, all other sections of the Huntington Beach Downtown Specific Plan shall remain in full force and effect. SECTION 3: This ordinance shall become effec tive immediately upon certification of the California Coastal Commission. PASSED AND ADOPTED by the City Council of the City of Huntington Beach at a regular meeting thereof held on the 41-bh day of , 2005. ATTEST: Clerk or REVIEWED AND APPROV D: APPROVED AS TO FORM: C ty Adm' strator , ty Atto ey 1 3!i 05 INIT D AND APPROVED: ctor of Planning ord/05zoning/downtown SP timeshares EXHIBIT A Public o en s ace: Outdoor or unenclosed area on the ground floor or above floor levels designed and accessible for use by the general public. Public open space may include one of the following: patios, plazas, balconies, gardens or view areas accessible to the general public, and open air commercial space, open to the street on the first floor, or on at least one side, above the first floor, or open to the sky. The open space requirement can be met anywhere in the development; however, open space provided above the second floor will receive only fifty (50) percent credit toward this requirement. This requirement cannot be met by open areas which are inaccessible to the general public or are contrary to specific requirements of a district. Public ri t-of-wa : That property dedicated through acquisition or easement for the public right-of-way or utility purposes which includes the area spanning from the property line on one side of a street to the property line on the other side of a street. Recreational Vehicle: A travel Trailer, pick-up camper or motorized home with or without a mode of power and designed for temporary human habitation for travel or recreational purposes. Rehabilitation: The physical repair, preservation, or improvement of a building or structure. Does not include an expansion of existing floor area greater than ten (10) percent; does not increase the building height; does not result in an increase in permitted density. Residual arcel: A legal lot which does not meet the requirements for a building site within the District in which it is located, and where the abutting sites are already developed. Ri t-of-Wa 0 : That portion of property which is dedicated or over which an easement is granted for public streets, utilities or alleys. Semi-subterranean arkin : Parking structure which is partially recessed into the development site, and which may or may not support additional structures above (e.g. dwelling units, tennis courts, or parking structures). Setback: A stipulated area adjacent to the lot lines which must be kept free of structures over forty-two (42) inches high. Street level: The elevation measured at the centerline of the public street adjacent to the front setback at a point midway between the two side property lines. Suite Hotel: A building designed for or occupied as a temporary lodging place which contains guest rooms and may contain kitchenettes and a separate living room for each unit. Timeshares : An master planned development wherein a purchaser receives e right in perpetuity, for life , or for a term of years, to the recurrent , exclusive use or occupancy of a lot , parcel, unit , room(s), or segment of real property, annually or on some other seasonal or periodic basis, fr a period of time that has been or will be allo tt ed from the use or occupancy periods into which the project has been divided and shall include, but not be limited to timeshare estate, interval ownership vacation license, vacation lease, club membership, timeshare use, condominium /hotel , or uses of a similar nature. Townlot: The area and parcels bounded by Pacific Coast Highway on the southwest, Goldenwest Street on the northwest, Palm Avenue on the north and northeast, and Sixth Street on the east and southeast. G:DWNTWNSP 4 Downtown Specific Plan Revised 2/06/02 4.9 DISTRICT #7: VISITOR-SERVING COMMERCIAL se. This District extends southeast of the Downtown core adjacent to Pacific Coast Highway. The principal purpose of this District is to provide commercial facilities to serve seasonal visitors to the beaches as well as to serve local residents on a year round basis. This District also provides a continuous commercial link between the Downtown and the visitor-commercial/recreation District near Beach Boulevard. Boundaries. District #7 extends from First Street to Huntington Avenue between PCH and the proposed Walnut Avenue extension. 4.9.01 Permitted Uses. (a) The following list of Visitor-Serving Commercial uses in District No. 7 may be allowed. Other visitor serving related uses as described in the Land Use Plan, and which have the same parking demand as the existing use not specified herein may be allowed subject to the approval of the Director. Change of use shall be subject to the approval of the Director: Art gallery Bakeries Banks and savings and loans branch offices (not to exceed five-thousand (5,000) square feet) Beach, swimming and surfing equipment Bicycle sales, rental and repair Boat and marine supplies Bookstores Carts and Kiosks pursuant to Section 230.94 of the Huntington Beach Zoning and Subdivision Ordinance Clothing stores Delicatessens Florists Groceries (convenience) Ice cre am parlors Laundromats, laundries Meat or fish markets Newspaper and magazine stores Newsstands Outdoor dining pursuant to S.4.2.33 Photographic equipment sales Photographic processing Professional Office (not to exceed fifty [50] percent of total floor area) Public Transportation Center Shoe stores Sporting goods Tourist related public and semi-public buildings, services and facilities Travel agency Note: Visitor-serving commercial uses must be a part of all development proposals in this District, with a minimum requirement that the entire street level be devoted to Visitor-Serving Commercial Uses. G:DWNTWNSP 51 Downtown Specific Plan Revised 2/06/02 (b) The following list of uses, or change of such use in District No. 7 may be allowed subject to the approval of a Conditional Use Permit. Automobile service stations Dancing and/or live entertainment Health and sports clubs Liquor stores Restaurants Taverns Theaters Hotels and motels Permanent parking lots and parking structures Timeshare Units pursuant to section 4.9.12 4.9.02 Minimum Parcel Size. No minimum parcel size shall be required for this District. However, prior to the approval of any development, including subdivision, a master site plan for the entire District shall be approved by the Planning Commission. Development which is in conformance with the site plan may then be permitted. 4.9.03 Maximum Densi /Intensi . (a) The maximum intensity of development shall be calculated by Floor Area Ratio (FAR) for the District. The floor area ratio shall apply to the whole District. The floor area ratio shall be 3.0 calculated on net acreage. 4.9.04 Maximum Buildin Hei t. The maximum building height shall be eight (8) stories. 4.9.05 Maximum Site Covera e. The maximum site coverage shall be fifty (50) percent of the net site area. 4.9.06 Setback ront Yard . The minimum front yard setback for all structures exceeding forty-two (42) inches in height shall be fifty (50) feet from PCH. 4.9.07 Setback Side Yard . The minimum exterior side yard requirement shall be twenty (20) feet. 4.9.08 Setback ear Yard . The minimum rear yard setback shall be twenty (20) feet from the proposed Walnut Avenue extension. Note: An additional ROW dedication will be required to provide for the Walnut Avenue extension. 4.9.09 Setback r Sto . No upper story setback shall be required in this District. 4.9.10 Open Space. Public open space and/or pedestrian access shall be required for development projects in order to assure a predominantly visitor-serving orientation. 4.9.11 Corridor Dedication. Development in District #7 shall require the dedication of a twenty (20) foot corridor between Atlanta Avenue and PCH for public access between the southern end of the Pacific Electric ROW and PCH. This requirement may be waived if an alternative public use is provided or if the corridor is deemed unnecessary by the City. Any proposal for an alternative public use must be approved by the Planning Commission. G:DWNTWNSP 52 Downtown Specific Plan Revised 2/06/02 4.9.12 Timeshares. May be permi tt ed as part of a master planned eve opment and shall be conditioned as follows: a) At least twenty-five percent of the units be permanently reserved for transient overnight accommodations during the peak summer season (beginning the da before Memorial Day weekend and ending the day after Labor Day). b) The timeshare facility shall operate as a hotel including requirements for a centralized reservations system , check-in services , advertising , security , and daily housecleaning. c) A description specifying how the twenty-five percent reserved transient overnight requirement of Section 4.9.12 (a) will be satisfied within the master planned development must be submi tt ed at time of application. G:DWNTWNSP 53 Downtown Specific Plan Revised 2/06/02 4.11 DISTRICT #9: COMMERCIAL/RECREATION ose. The purpose of this District is to encourage large, coordinated development that is beach-oriented and open to the public for both commercial and recreational purposes. Boundaries. District #9 is bounded by PCH on the south, Beach Boulevard on the east, Huntington Street on the west, and on the north by the proposed Walnut Avenue extension. 4.11.01 Permitted Uses. (a) The following list of commercial recreation uses in District No. 9 may be allowed. Other visitor serving related uses as described in the Land Use Plan, and which have the same parking demand as the existing use not specified herein may be allowed subject to the approval of the Director. A change of use shall be subject to the approval of the Director. For example: Carts and Kiosks pursuant to Section 230.94 of the Huntington Beach Zoning and Subdivision Ordinance Retail sales Tourist related uses Outdoor dining pursuant to S.4.2.33 (b) The following list of uses, or change of such use in District No. 9 may be allowed subject to approval of a Conditional Use Permit. For example: Dancing and/or Live entertainment Recreational facilities Restaurants Hotels, motels Timeshare Units pursuant to section 4.11.13 4.11.02 Minimum Parcel Size. No minimum parcel size shall be required for this District. However, prior to approval of a Conditional Use Permit by the Planning Commission for any development, a master site plan for the entire District shall be approved by the Planning Commission. Development which is in conformance with the site plan may then be permitted. 4.11.03 Maximum Densi /Intensi . The maximum intensity of development shall be calculated by floor area ratio (FAR) for this District. The floor area ratio shall apply to the entire project area. Floor area ratios shall be calculated on net acreage. (a) The maximum floor area for developments in this District shall be calculated with a multiple of 3.0. 4.11.04 Maximum Buildin Hei t. No maximum building height shall be required. 4.11.05 Maximum Site Covera e. The maximum site coverage shall be thirty-five (35) percent of the net site area. Note: A maximum of twenty-five (25) percent of the net site area can be used for parking and vehicular accessways. G:DWNTWNSP 58 Downtown Specific Plan Revised 2/06/02 4.11.06 Setback Front Yard . The minimum front yard setback for all structures exceeding forty-two (42) inches in height shall be fifty (50) feet, from PCH and Beach Boulevard. 4.11.07 Setback Side Yard . The minimum exterior side yard requirement shall be twenty (20) feet. Exception: The minimum exterior yard requirement from Beach Boulevard shall be fifty (50) feet. 4.11.08 Setback ear Yard . The minimum rear yard setback shall be twenty (20) feet. Note: An additional ROW dedication will be required to provide for the Walnut Avenue extension. 4.11.09 Setback er Sto . No upper story setback shall be required. 4.11.10 Open Space. Development projects within this District shall provide public open space. A minimum of thirty (30) percent of the net site area must be provided for such a purpose. This area shall be available for public or semi-public uses for recreational purposes. Open space must have minimum dimensions of twenty-five (25) feet in each direction. Paved areas devoted to streets, driveways and parking areas may not be counted toward this requirement. A maximum of fifteen (15) percent of the required thirty (30) percent may be enclosed recreation space such as gyms, handball courts, health clubs, interpretive centers or similar facilities. A fee may be imposed for the use of such facilities. 4.11.11 Pedestrian Ove ass. A pedestrian overpass may be required to connect the development in this District to the City Beach, as a condition of approval for any new development on, or further subdivision of, parcels within the District. The City may waive this requirement if the City determines that overpasses are unnecessary or impractical considering the type and design of new developments. 4.11.12 Mobile home District. A portion of District #9 is zoned for mobile home use. Within this mobile home area, the provisions of the Mobile home District of the Huntington Beach Zoning and Subdivision Ordinance shall apply (see Section 4.16). 4.11.13 Timeshares . May be permitted as part of a master planned eve opment and shall be conditioned as follows: a) At least twenty -five percent of the units be permanently reserved for transient overnight accommodations during the peak summer season (beginning the da before Memorial Day weekend and ending the day after Labor Day). b) The timeshare facility shall operate as a hotel including requirements for a centralized reservations system , check-in services , advertising , security , and daily housecleaning. c) A description specifying how the twenty-five percent reserved transient overnight requirement of Section 4.11.13 (a) will be satisfied within the master planned development must be submitted at time of application. G:DWNTWNSP 59 Downtown Specific Plan Revised 2/06/02 Ord. No. 3702 STATE OF CALIFORNIA ) COUNTY OF ORANGE ) ss: CITY OF HUNTINGTON BEACH ) I, JOAN L. FLYNN, the duly elected, qualified City Clerk of the City of Huntington Beach, and ex-officio Clerk of the City Council of said City, do hereby certify that the whole number of members of the City Council of the City of Huntington Beach is seven; that the foregoing ordinance was read to said City Council at a regular meeting thereof held on the 21st da of March 2005 and was again read to said City Council at a regular meeting thereof held on the 4th da of A ril 2005, and was passed and adopted by the affirmative vote of at least a majority of all the members of said City Council. AYES: Hansen, Coerper, Hardy, Green, Bohr NOES: Sullivan, Cook ABSENT: None ABSTAIN: None 1, loan L. Flynn, CITY CLERK of the City of Huntington Beach and ex-officio Clerk of the City Council, do hereby certify that a synopsis of this ordinance has been published in the Huntington Beach Fountain Valley Independent on April 14, 2005. In accordance with the City Charter of said City Joan L. Fl Ci Clerk De u Ci Clerk C Clerk and ex-officio erk of the City Council of the City of Huntington Beach, California 0 JUN 2 3 M 4 Council/Agency Meeting Held:a's -s6-o2 Deferre Continued to r JA Deniedd Conditio A A ov p gppre .I Council Meeting Date: May 6, 2002 Department ID Number. J - / CITY OF HUNTINGTON BEACH REQUEST FOR COUNCIL/REDEVELOPMENT AGENCY ACTION SUBMITTED TO: HONORABLE MAYOR/CHAIRMAN AND CITY COUNCIL MEMBERS/REDEVELOPMENT AGENCY MEMBERS C r_, SUBMITTED BY: RAY SILVER, City Administrator/Executive Director o'rrP WPREPARED BY: DAVID C. BIGGS, Economic Develop. Director/Deputy E cuti irector CLAY MARTIN, Director of Administrative Services SUBJECT: Amend City/Agency Transient Occupancy Tax Allocation Statement of Issue, Funding Source, Recommended Action, Alternative Action(s), Analysis, Environmental Status, Attachment(s) It Statement of Issue: In 1988, the City and Redevelopment Agency provided for a 40/60% split of the 10%Transient Occupancy Tax (TOT) in order to assist in the Agency's financing of certain obligations related to the hotels to be developed on the Waterfront site in the Main Pier Redevelopment Sub-area. This allocation of TOT is proposed to be expanded to the entire Main Pier Redevelopment Sub-area. Fundin Source: None at this time. A portion of future TOT from hotels to be developed in the Main Pier Redevelopment Sub-area would flow to the Redevelopment Agency when and if additional hotels are constructed. (-CAII, le r 6Recommended Action: (c /yam Redevelopment Agency Action Adopt Agency Ordinance No. , an Ordinance of the Redevelopment Agency of the City of Huntington Beach Amending Ordinance No. 1 and Levying a Tax on the Provilege of occupying a room or rooms in a Hotel, Inn, Tourist Home or House, Motel, or Other Lodging Located Within the Main Pier Redevelopment Sub-area of the Huntington Beach Redevelopment Project. City Council Action Adopt Ordinance No. '3 5 8 , an Ordinance of the City of Huntington Beach Amending Chapter 3.28 of the Huntington Beach Municipal Code Relating to Credit for Transient Occupancy Taxes.6d a -V 1IP1I1 r w•rev C. MIEN, IDri S'ki' C k's Si nature k . . REQUEST FOR COUNCIL/REDEVELOPMENT AGENCY ACTION MEETING DATE: May 6, 2002 DEPARTMENT ID NUMBER : ED 02-07 i City Council Action (continued) Adopt Ordinance No. 355'? , an Ordinance of the City of Huntington Beach Amending Ordinance No. 2974 to Provide a Credit for the Payment of Transient Occupancy Taxes to the Huntington Beach Redevelopment Agency; Alternative Action s : Do not adopt the subject Ordinances and direct staff on how to proceed. Analysis: In 1988, pursuant to California Tax and Revenue Code Sections 7280 and 7280.5, the City and Redevelopment Agency adopted ordinances that provided for an allocation of a portion of the concurrently increased Transient Occupancy Tax (TOT) from the City to the Agency. Under the provisions of these ordinances, the Redevelopment Agency receives 6% of the 10% TOT from the hotels developed on the Waterfront site in the Main- Pier Redevelopment Sub-area. The purpose of this allocation was to assist the Redevelopment Agency in meeting its financial obligations that facilitated the hotel development generating the TOT revenue. A similar financing structure is contemplated for future hotel development in the Main-Pier Redevelopment Sub-area, including the hotel proposed for the Strand project on Blocks 104 • - & 105. In anticipation of future hotel development in the City's beachfront resort district, it is timely to update the existing ordinances. The proposed ordinances modify the area subject to the allocation of TOT between the City and Redevelopment Agency to include the entire Main-Pier Redevelopment Sub-area. Environmental Status: Not Applicable. Attachment s : 1. Redevelopment Agency Ordinance Amending Ordinance No. 1., op ' - vo• a 2. City Ordinance Amending Chapter 3.28. O•--'1-A4 • .35 5 333 j3. City Ordinance Amending Ordinance No. 2974. 0,1v, /,/0, 4. Ma of Huntin ton Beach Redevelo ment Pro'ect Sub-area 5. RCA Author: D. Biggs, ext. 5909 G:\DAVID\RCAS\ED 02-07 TOT Mod.doc -2- 4/24/2002 2:30 PM Agency Ordinance ATTACHMENT #1 dvb 0 ORDINANCE NO. 2 AN ORDINANCE OF THE REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH AMENDING ORDINANCE NO. I AND LEVYING A TAX ON THE PRIVILEGE OF OCCUPYING A ROOM OR ROOMS IN A HOTEL, INN, TOURIST HOME OR HOUSE, MOTEL, OR OTHER LODG ING LOCATED WITHIN THE MAIN-PIER REDEVELOPMENT SUB-AREA OF THE HUNTINGTON BEACH REDEVELOPMENT PROJECT WHEREAS, California Revenue and Taxation Code Section 7280.5 permits the redevelopment agency of any city which has levied a transient occupancy tax pursuant to Section 7280 to adopt an ordinance levying a transient occupancy tax if the city's ordinance entitles any person subject to the tax under the city's ordinance to credit the amount of taxes due to the agency against the payment of taxes due under the city's ordinance; and The City Council of the City of Huntington Beach ("City") has adopted a transient occupancy tax ordinance consistent with the provisions of Revenue and Taxation Code Sections 7280 and 2780.5; and Neal-41w 1, On Osteb 4;-198$ the Agency adopted Ordinance No. 1 which levied a transient occupancy tax on a portion of real property within the Main-Pier Redevelopment Project sub-area of the Huntington Beach Redevelopment Project; and The Agency desires to levy a transient occupancy tax to be applicable to the privilege of occupying a room or rooms in a hotel, inn, tourist home or house, motel, or other lodging located within the entire Main-Pier sub-area of the Huntington Beach Redevelopment Project. NOW, THEREFORE, THE REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH DOES ORDAIN AS FOLLOWS: SECTION 1. Le of Transient Occu anc Tax. The Agency hereby levies a tax on the privilege of occupying a room or rooms in a hotel, inn, tourist home or house, motel, or other lodging located within the Main-Pier Redevelopment sub-area of the Huntington Beach Redevelopment Project. Said tax shall apply to the same extent, and with the same exceptions, as is the case throughout the balance of the city and as may be provided by state law, as the same may be amended from time to time. SECTION 2. Rate. The rate of the transient occupancy tax imposed by this Ordinance shall be six percent (6%). The Agency reserves the authority from time to time to amend this Ordinance to reduce such rate to a lesser rate, provided that such lesser rate generates sufficient revenues to enable the Agency to timely satisfy its payment obligations to the developer pursuant to all outstanding Disposition and Development Agreements and/or Owner Participation Agreements ("DDAs") by and between the Agency relating to redevelopment projects within the Main-Pier Redevelopment sub-area, as the same may be amended from time to time. SECTION 3. 0 erative Date. This Ordinance shall not be operative until the first day of the first calendar quarter commencing more than one hundred eighty (180) days after adoption of this Ordinance. The Executive Director is hereby authorized and directed to notify all persons and entities liable for collection and payment of the tax immediately after the operative date of this Ordinance. GAORDINANC\2002\agency trans tax - Final.doc I Ord. No. 2 SECTION 4. Termination Date. This Ordinance shall automatically terminate and be of no further force and effect on the date that the entire Agency indebtedness pursuant to all outstanding DDAs by and between the Agency relating to redevelopment projects within the Main-Pier Redevelopment sub-area, as the same may be amended from time to time, is paid in full or on the date that any unpaid balance is forgiven and discharged as provided therein. SECTION 5. Pa ent of Excess Tax Revenue to Ci . The purpose of this Ordinance is to implement the redevelopment plans for the Main-Pier Redevelopment sub-area by providing an additional source of revenue to the Agency to satisfy its payment obligations to the developer under all outstanding DDAs relating to any redevelopment projects within the Main-Pier sub-area of the Huntington Beach Redevelopment Project. Accordingly, to the extent that after the operative date of this Ordinance the Agency collects any transient occupancy taxes not required to enable the Agency to timely make such payments to the developer pursuant to such outstanding DDAs, the excess amount shall promptly be paid to the City. SECTION 6. Amendments. Pursuant to California Revenue and Taxation Code Section 7280.5(d) this Ordinance may not be amended, modified, or repealed prior to the termination date in a manner that jeopardizes or impairs the developer's rights under a DDA without the prior written consent of the developer (including all permitted successors and assigns of developer's right under the DDA to any of the payments required to be made thereunder). SECTION 7. Severability. If any provision of this Ordinance or the application thereof to any person or circumstance is held invalid, the remainder of the Ordinance and the application of such provision to other persons or circumstances shall not be affected thereby. SECTION 8. Attestation and Publication. The Agency Clerk shall attest to the adoption of this Ordinance and the same shall be published in accordance with the procedures applicable to general law cities. SECTION 9. This ordinance shall take effect thirty (30) days after its passage. PASSED AND ADOPTED by the Redevelopment Agency of the City of Huntington Beach at a regular meeting thereof held on the day of 2002. ATTEST: Agency Clerk REVIEWED AND APPROVED: Agency Chairman APPROVED AS TO FORM: Execut' Director Agenc Counsel Wfu N 2 tul 'i7.42 INITIATED AND APPROVED: Deputy Executive Director G.\ORDINANC\2002\agency trans tar - Final.doc 2 ORDINANCE NO. -1-2 AN ORDINANCE OF THE HUNTINGTON BEACH REDEVELOPMENT AGENCY LEVYING A TAX ON THE PRIVILEGE OF OCCUPYING A ROOM OR ROOMS IN A HOTEL, INN, TOURIST HOME OR HOUSE, MOTEL, OR OTHER LODGING LOCATED ON CERTAIN DESIGNATED PROPERTY WITHIN THE MAIN-PIER REDEVELOPMENT PROJECT AREA WHEREAS, California Revenue and Taxation Code Section 7280.5 permits the redevelopment agency of any city which has levied a transient occupancy tax pursuant to Section 7280 to adopt an ordinance levying a transient occupancy tax if the city's ordinance entitles any person subject to the tax under the city's ordinance to credit the amount of taxes due to the agency against the payment of taxes due under the city's ordinance; and The City Council of the City of Huntington Beach ("City") has adopted a transient occupancy tax ordinance consistent with the provisions of Revenue and Taxation Code Sections 7280 and 7280.5; and Y In Accordance with that certain Disposition and Development Agreement dated August 15, 1998 ("DDA"), by and between the Huntington Beach Redevelopment Agency ("Agency") and RLM Properties, Ltd. ("Developer"), the Agency desires to levy a transient occupancy tax to be applicable to the privilege of occupying a room or rooms in a hotel, inn, tourist home or house, motel, or other lodging located on that certain real property designated herein; NOW, THEREFORE, THE REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH DOES ORDAIN AS FOLLOWS: Section 1. LEVY OF TRANSIENT OCCUPANCY TAX. The Agency hereby levies a tax on the privilege of occupying a room or rooms in a hotel, inn, tourist home or house, motel, or other lodging located within that portion of the Main-Pier Redevelopment sub-area of the Huntington Beach Redevelopment Project. b , Said tax shall apply to the same extent, and with the same exceptions, as is the case throughout the balance of the City and as may be provided by state law, as the same may be amended from time to time. Section 2. RATE. The rate of the transient occupancy tax imposed by this Ordinance shall be six percent (6%). The Agency reserves the authority from time to time to amend this Ordinance to reduce such rate to a lesser rate, provided that such lesser rate generates sufficient revenues to enable the Agency to timely satisfy its payment obligations to the dDeveloper pursuant to all outstanding Disposition and Development Agreements and/or Owner Participation Agreements ("DDAs") by and between the Agency relating to redevelopment projects within the Main-Pier Redevelopment sub area, as the same may be amended from time to time. A 02ord/agency trans tar 4-25 Section 3. OPERATIVE DATE. This Ordinance shall not be operative until the later of(i) the first day of the first calendar quarter commencing more than one hundred eighty (180) days after adoption of this Ordinance The Executive Director is hereby authorized and directed to notify all persons and entities liable for collection and payment of the tax immediately after the operative date of this Ordinance. Section 4. TERMINATION DATE. This Ordinance shall automatically terminate and be of no further force and effect on the date that the entire Agency indebtedness pursuant to all outstanding DDAs by and between the Agency relating to redevelopment projects within the Main-Pier Redevelopment sub- area, as the same may be amended from time to time, is paid in is paid in full or, as to b , on the date that any unpaid balance is forgiven and discharged as provided therein. Section 5. PAYMENT OF EXCESS TAX REVENUE TO CITY. The purpose of this Ordinance is to implement the rRedevelopment pPlans for the Main-Pier Redevelopment Project sub- Aarea by providing an additional source or revenue to the Agency to satisfy its payment obligations to the dDeveloper under the DDA all outstanding DDAs relating to any redevelopment projects within the Main-Pier sub-area of the Huntington Beach Redevelopment Proj ect. Accordingly, to the extent that after the operative date of this Ordinance the Agency collects any transient occupancy taxes not required to enable the Agency to timely make such payments to the dDeveloper , the excess amount shall promptly be paid to the City. Section 6. AMENDMENTS. Pursuant to California Revenue and Taxation Code Section 7280.5(d) , this Ordinance may not be amended, modified, or repealed prior to the termination date in a manner that jeopardizes or impairs the dDeveloper's rights under thea DDA without the prior written consent of the dDeveloper (including all permitted successors and assigns of dDeveloper's right under the DDA to any of the payments required to be made thereunder). Section 7. SEVERABILITY. If any provision of this Ordinance of the application thereof to any person or circumstance is held invalid, the remainder of the Ordinance and the application of such provision to other persons or circumstances shall not be affected thereby. Section 8. ATTESTATION AND PUBLICATION. The Agency Clerk shall attest to the adoption of this Ordinance and the same shall be published in accordance with the procedures applicable to general law cities. Section 9. This ordinance shall take effect thirty (30) days after its passage. 02ord'agency trans tax 4-25 PASSED AND ADOPTED by the Redevelopment Agency of the City of Huntington Beach at an regular meeting thereof held on the 7th day of Nov m r , 1988. ATTEST: •Agency Clerk C air PROVED AS TO FORM: (y-Agency Attorn 1J---)-D-a REVIEWED AND PPROVED:INITIAT AND APPROVED: Ci y Administrator Dire t r of Redevelopment , [ OL . I ORDINANCE NO. 1 AN ORDINANCE OF THE HUNTINGTON BEACH REDEVELOPMENT AGENCY LEVYING A TAX ON THE PRIVILEGE OF OCCUPYING A ROOM OR ROOMS IN A HOTEL, INN , TOURIST HOME OR HOUSE, MOTEL , OR OTHER LODGING LOCATED ON CERTAIN DESIGNATED PROPERTY WITHIN THE MAIN-PIER REDEVELOPMENT PROJECT AREA WHEREAS , California Revenue and Taxation Code Section 7280 .5 permits the redevelopment agency of any city which has levied a transient occupancy tax pursuant to Section 7280 to adopt an ordinance levying a transient occupancy tax if the city's ordinance entitles any person subject to the tax under the city's ordinance to credit the amount of taxes due to the agency against the payment of taxes due under the city's ordinance; and The City Council of the City of Huntington Beach ("City") has adopted a transient occupancy tax ordinance consistent with the provisions of Revenue and Taxation Code Section 7280 and 7280.5; and In Accordance with that certain Disposition and Development Agreement dated August 15, 1988 ("DDA"), by and between the Huntington Beach Redevelopment Agency ("Agency") and RLM Properties , Ltd. ("Developer"), the Agency desires to levy a transient occupancy tax to be applicable to the privilege of occupying a room or rooms in a hotel, inn, tourist home or house , motel, or other lodging located on that certain real property designated herein; NOW, THEREFORE , THE REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH DOES ORDAIN AS FOLLOWS: Section 1 . LEVY OF TRANSIENT OCCUPANCY TAX. The Agency hereby levies a tax on the privilege of occupying a room or rooms in a hotel , inn, tourist home or house , motel, or other lodging located within that portion of the Main-Pier Redevelopment Project Area bounded on the south by Pacific Coast Highway , on the west by Huntington Street, on the north by the proposed alignment for the future extension of Walnut Avenue (as shown on the City's Precise Plan of Alignment adopted prior to this Ordinance ), and on the east by Beach Boulevard . Said tax shall apply to the same extent , and with the same exceptions, as is the case throughout the balance of the City and as may be provided by state law , as the same may be amended from time to time. 1 - 1 Section 2. RATE . The rate of the transient occupancy tax imposed by this Ordinance shall be six percent (6%). The Agency reserves the authority from time to time to amend this Ordinance to reduce such rate to a lesser rate , provided that such lesser rate generates sufficient revenues to enable the Agency to timely satisfy its payment obligations to the Developer under the DDA, as the same may be amended from time to time. Section 3 . OPERATIVE DATE . This Ordinance shall not be operative until the later of (i) the first day of the calendar quarter commencing more than one hundred eighty (180) days after adoption of this Ordinance or (ii) thirty (30) days after the Agency defaults under Attachment No. 5 to the DDA and the Developer provides to the Agency written notice.to of Agency's default. The Executive Director is hereby authorized and directed to notify all persons and entities liable for collection and payment of the tax immediately after the operative date of this Ordinance. Section 4 . TERMINATION DATE . This Ordinance shall automatically terminate and be of no further force and effect on the date that the entire Agency indebtedness set forth in Attachment No. 5 to the DDA is paid in full or, as to Paragraph 4 only, on the date that any unpaid balance is forgiven and discharged as provided therein. Section 5 . PAYMENT OF EXCESS TAX REVENUE TO CITY. The purpose of this Ordinance is to implement the Redevelopment Plan for the Main -Pier Redevelopment Project Area by providing an additional source of revenue to the Agency to satisfy its payment obligations to the Developer under the DDA. Accordingly , to the extent that after the operative date of this Ordinance the Agency collects any transient occupancy taxes not required to enable the Agency to timely make such payments to the Developer , the excess amount shall promptly be paid to the City. Section 6. AMENDMENTS . Pursuant to California Revenue and Taxation Code Section 7280 .5(d) and Attachment No. 5 to the DDA, this Ordinance may not be amended , modified , or repealed prior to the termination date set forth in Section 4 in a manner that jeopardizes or impairs the Developer 's rights under the DDA without the prior written consent of the Developer (including all permitted successors and assigns of Developer 's right under the DDA to any of the payments required to be made thereunder). Section 7 . SEVERABILITY . If any provision of this Ordinance of the application thereof to any person or circumstance is held invalid , the remainder of the Ordinance and the application of such provision to other persons or circumstances shall not be affected thereby. 2 Section 8 . ATTESTATION AND PUBLICATION. The Secretary of the Agency shall attest to the adoption of this Ordinance and the same shall be published in accordance with the procedures applicable to general law cities. Section 9 This ordinance shall take effect thirty (30) days after its passage. PASSED AND ADOPTED by the Redevelopment Agency of the City of Huntington Beach at an regular meeting thereof held on the 7th day of N v m r , 1988. C irma ATTEST: -Agency Clerk REVIEWED AND APPROVED: APPROVED AS TO FORM: a- ,_ Agency Attorney )C>- INITIATED AND APPROVED: City Administrator Dire t r of Redevelopment 6.,,Ia.11 3 1 Ord. No. 1 STATE OF CALIFORNIA ) COUNTY OR ORANGE ) CITY OF HUNTINGTON BEACH) 1 I, CONNIE BROCKWAY, Clerk of the Redevelopment Agency of the City of Huntington Beach, do hereby certify that,the whole number of members of the Redevelopment Agency of the City of Huntington Beach is seven; that the foregoing ordinance was read to said Redevelopment Agency at a regular meeting thereof held on 24th day of 19 88 , and was again read to said Redevelopment Agency at a regular meeting thereof held on the 7th day of November , 1988 , and was passed and adopted by affirmative vote of at least a majority of all the members of said Redevelopment Agency. AYES: Members: Kell Green Finle Erskine, Ma s, Winchell NOES: Members: Bannister ABSENT: Members: None Clerk of the Redevelopmen Agency of the City of Huntington Beach, CA G/v 1 City ordinance ATTACHMENT #2 6.11a.12, ORDINANCE NO.3558 AN ORDINANCE OF THE CITY OF HUNTINGTON BEACH AMENDING CHAPTER 3.28 OF THE HUNTINGTON BEACH MUNICIPAL CODE RELATING TO CREDIT FOR TRANSIENT OCCUPANCY TAXES The City Council of the City of Huntington Beach does hereby ordain as follows: SECTION 1. Section 3.28.170 of the Huntington Beach Municipal Code is hereby amended to read as follows: 3.28.170 Credit for Transient Occu anc Taxes Paid to Huntington Beach Redevelo ment Aaenc Any person or persons subject to the transient occupancy tax under this Ordinance shall be entitled to a credit against the payment of such taxes due in the amount of any transient occupancy taxes due from that person or persons to the Huntington Beach Redevelopment Agency ("Agency") pursuant to Ordinance No..2 ,_.adopted by the Agency on , 2002, which affects any persons occupying a room or rooms in any hotels, inns, tourist homes or houses, motels, or other lodging within the Main-Pier Redevelopment sub-area of the Huntington Beach Redevelopment Project. See Ordinance No.3559 for additional information reaardina termination amendment or modification of 3.28.170.) SECTION 2. This ordinance shall become effective 30 days after its adoption. t 1PASSED AND ADOPTED by the City Council of the City of Huntington Beach at a regular meeting thereof held on the day of 2002. ATTEST: City Clerk Mayor REVIEWED AND APPROVED: APPROVED AS TO FORM: City dministrator - City Attorney (.,- I S-OZ (, k(i51ol, INITIA ED AND APPROVED: Director of Economic Development 02ord/mc3-28-170-FinaVI/14102 Ordinance No. 3538' LEGISLATIVE DRAFT Chapter 3.28 UNIFORM TRANSIENT OCCUPANCY TAX (1068-7/64, 1226-7/66, 1590-8/70, 2015-11/75, 2098-9/76, 2974-12/88) (Res 5859-5/88) Sections: 3.28.010 Purpose 3.28.020 Definitions 3.28.030 Tax imposed 3.28.040 Exemptions 3.28.050 Operator's duties 3.28.060 Register 3.28.070 Guests must register 3.28.080 Registration 3.28.090 Reporting and remitting 3.28.100 Penalties and interest 3.28.110 Failure to collect and report tax--Determination of tax by City Treasurer 3.28.120 Appeal 3.28.130 Records 3.28.140 Refunds 3.28.150 Actions to collect 3.28.160 Failure to register 3.28.170 Credit for transient occupancy taxes paid to Huntington Beach Redevelopment Agency 3.28.010 Pu ose. The City Council of the city of Huntington Beach hereby declares that this chapter, which shall be known as the Uniform Transient Occupancy Tax, is adopted to provide a tax on the rent charged in a hotel by the operator of said hotel. (1068-7/64, 2015-11/75) 3.28.020 Definitions. Except where the context otherwise requires, the definitions given in this section govern the construction of this chapter: (a) "Person" means any individual, firm, partnership, joint venture, association, social club, fraternal organization, joint stock company, corporation, estate, trust, business trust, receiver, trustee, syndicate, or any other group or combination acting as a unit. (b) "Hotel" means any structure, or any portion of any structure which is occupied or intended or designed for occupancy by transients for dwelling, lodging or sleeping purposes, and includes any hotel, inn, tourist home or house, motel, studio hotel, bachelor hotel, lodging house, rooming house, apartment house, dormitory, public or private club, mobilehome or house trailer at a fixed location, or other similar structure or portion thereof. legisdrf /mc0328/1/9/02 I (c) "Occupancy" means the use or possession or the right to the use or possession of any room or rooms or portion thereof, in any hotel for dwelling, lodging or sleeping purposes. (d) "Transient" means any person who exercises occupancy or is entitled to occupancy by reason of concession, permit, right of access, license or other agreement for a period of thirty (30) consecutive calendar days or less, counting portions of calendar days as full days. Any such person so occupying space in a hotel shall be deemed to be a transient until the period of thirty (30) days has expired unless there is an agreement in writing between the operator and the occupant providing for a longer period of occupancy. In determining whether a person is a transient, uninterrupted periods of time extending both prior and subsequent to the effective date of this chapter may be considered. (e) "Rent" means the consideration charged, whether or not received, for the occupancy of space in a hotel valued in money, whether to be received in money, goods, labor or otherwise, including all receipts, cash, credits and property and services of any kind or nature, without any deduction therefrom whatsoever. (f) "Operator" means the person who is proprietor of the hotel, whether in the capacity of owner, lessee, sublessee, mortgagee in possession, licensee, or any other capacity. Where the operator performs his functions through managing agent of any type or character other than an employee, the managing agent shall also be deemed an operator for the purposes of this chapter and shall have the same duties and liabilities as his principal. Compliance with the provisions of this chapter by either the principal or the managing agent shall, however, be considered to be compliance by both. (10687/64) 3.28.030 Tax im osed. For the privilege of occupancy in any hotel, each transient is subject to and shall pay a tax on the rent charged by the operator at a rate equal to the current, combined state and local use tax rate. Said rate shall be declared by the City Council by resolution from time to time. Said tax constitutes a debt owed by the transient to the city which is extinguished only by payment to the operator or to the city. The transient shall pay the tax to the operator of the hotel at the time the rent is paid. If the rent is paid in installments, a proportionate share of the tax shall be paid with each installment. The unpaid tax shall be due upon the transient's ceasing to occupy space in the hotel. If for any reason the tax due is not paid to the operator of the hotel, the City Treasurer may require that such tax be paid.directly to the City Treasurer. (1068-7/64, 1590-8/70, 2015-11/75, Res 5859-5/88) 3.28.040 Exem tions. No tax shall be imposed upon: (a) Any person as to whom, or any occupancy as to which it is beyond the power of the city to impose the tax herein provided; (b) Any federal or state of California officer or employee when on official business; (c) Any officer or employee of a foreign government who is exempt by reason of express provision of federal law or international treaty. G -, 6 a, , J Iegisdrf /mc0328/1/9/02 2 No exemption shall be granted except upon a claim therefor made at the time rent is collected and under penalty of perjury upon a form prescribed by the City Treasurer. (1068-7/64, 2015- 11/75) 3.28.050 erator's duties. Each operator shall collect the tax imposed by this chapter to the same extent and at the same time as the rent is collected from every transient. The amount of tax shall be separately stated from the amount of the rent charged, and each transient shall receive a receipt for payment from the operator. No operator of a hotel shall advertise or state in any manner, whether directly or indirectly, that the tax or any part thereof will be assumed or absorbed by the operator, or that it will not be added to the rent, or that, if added, any part will be refunded except in the manner hereinafter provided. (1068-7/64, 2015-11/75) 3.28.060 Resister. Every owner, keeper or proprietor of any lodging house, rooming house, motel or hotel shall keep a register wherein he shall require all guests, roomers or lodgers to inscribe their names upon their procuring lodging of a room or accommodations. Said register shall also show the day of the month and year when said name was inscribed, and the room occupied, or to be occupied by said lodger, or roomer or guest in such lodging house, rooming house, motel or hotel. Said register shall be kept in a conspicuous place in said lodging house, rooming house, motel or hotel, and shall at all times be open to inspection by any peace officer of the state of California. (1226-7/66, 2015-11/75) 3.28.070 Guests must register. Before any lodging for hire to any person(s) in any lodging house, or before renting any room to any person(s) in any rooming house, or before furnishing any accommodations to any guest(s) at any motel or hotel, the proprietor, manager or owner thereof shall require the person(s) to whom such lodgings are furnished, or room is rented, or accommodations furnished, to inscribe his/their name(s) in such register kept for that purpose as hereinabove provided, and shall set opposite said name(s) the time when said name(s) was/were so inscribed, the room occupied by such lodger(s), roomer(s), or guest(s), and the license number and description of the vehicle said lodger(s), roomer(s) or guest(s) drove. (1226-7/66, 2015- 11/75) 3.28.080 Re istration. Within thirty (30) days after the effective date of this chapter, or within thirty (30) days after commencing business, whichever is later, each operator of any hotel renting occupancy to transients shall register said hotel with the City Treasurer and obtain from him a "Transient Occupancy Registration Certificate" to be at all times posted in a conspicuous place on the premises. Said certificate shall, among other things, state the following: (a) The name of the operator; (b) The address of the hotel; (c) The date upon which the certificate was issued. (d) "This Transient Occupancy Registration Certificate signifies that the person named on the face hereof has fulfilled the requirements of Chapter 3.28 by registering with the City Treasurer for the purpose of collecting from transients the Transient Occupancy Tax and remitting said tax la. Iegisdrfdmc0328/1/9/02 3 0 to the City Treasurer. This certificate does not authorize any person to conduct any unlawful business or to conduct any lawful business in an unlawful manner, nor to operate a hotel without strictly complying with all local applicable laws, including but not limited to those requiring a permit from any board, commission, department or office of this city. This certificate does not constitute a permit." (1068-7/64) 3.28.090 Re ortin and remittin . Each operator shall file a report each month on forms provided by the City Treasurer of the total rents charged and received and the amount of tax collected for transient occupancies for the preceding month. The full amount of tax collected shall be remitted to the City Treasurer. Said tax collected by each operator during a calendar month, is due and payable on the last day of the first month following and shall be delinquent and subject to the penalties noted in section 3.28.100 of this chapter on the first day of the second month following. Said report shall be filed at the same time the tax is remitted. Returns are due and payable and delinquent immediately upon cessation of business for any reason. All taxes collected by operators pursuant to this chapter shall be held in trust for the account of the city until payment is made to the City Treasurer. (1068-7/64, 2098-9/76) 3.28.100 Penalties and interest. The following shall give rise to penalties and interest: (a) Original Delinquency. Any operator who fails to remit any tax imposed by this chapter within the time required shall pay a penalty of 10 percent of the amount of the tax in addition to the amount of the tax. (b) Continued Delinquency. Any operator who fails to meet any delinquent remittance on or before a period of thirty (30) days following the date on which the remittance first became delinquent shall pay a second delinquency penalty of 10 percent of the amount of the tax in addition to the amount of the tax and the 10 percent penalty first imposed. (c) Fraud. If the City Treasurer determines that the non-payment of any remittance due under this chapter is due to fraud, a penalty of 25 percent of the amount of the tax shall be added thereto in addition to the penalties stated in subsections (a) and (b) of this section. (d) Interest. In addition to the penalties imposed, any operator who fails to remit any tax imposed by this chapter shall pay interest at the rate of one-half (1/2) of 1 percent per month, or fraction thereof, on the amount of the tax, exclusive of penalties, from the date on which the remittance first became delinquent until paid. (e) Penalties Merged with Tax. Every penalty imposed and such interest as accrues under the provisions of this section shall become a part of the tax herein required to be paid. (10687/64) 3.28.110 Failure to collect and re ort tax--Determination of tax b Ci Treasurer. If any operator shall fail or refuse to collect said tax and to make, within the time provided in this chapter, any report and remittance of said tax or any portion thereof required by this chapter, the City Treasurer shall proceed in such manner as he may deem best to obtain facts and information U on which to base his estimate of the tax due. As soon as the City Treasurer shall procure such facts and information as he is able to obtain upon which to base the assessment of any tax Iegisdrft/mc0328/1/9/02 4 imposed by this chapter and payable by any operator who has failed or refused to collect the same and to make such report and remittance, he shall proceed to determine and assess against such operator the tax, interest and penalties provided for by this chapter. In case such determination is made, the City Treasurer shall give a notice of the amount so assessed by serving it personally or by depositing it in the United States mail, postage prepaid, addressed to the operator so assessed at his last known place of address. Such operator may within ten (10) days after the serving or mailing of such notice make application in writing to the City Treasurer for a hearing on the amount assessed. If application by the operator for a hearing is not made within the time prescribed, the tax, interest and penalties, if any, determined by the City Treasurer shall become final and conclusive and immediately due and payable. If such application is made, the City Treasurer shall give not less than five (5) days written notice in the manner prescribed herein to the operator to show cause at a time and place fixed in said notice why said amount specified therein should not be fixed for such tax, interest and penalties. At such hearing, the operator may appear and offer evidence why such specified tax, interest and penalties should not be so fixed. After such hearing the City Treasurer shall determine the proper tax to be remitted and shall thereafter give written notice to the person and in the manner prescribed herein of such determination and the amount of such tax, interest and penalties. The amount determined to be due shall be payable after fifteen (15) days unless an appeal is taken as provided in section 3.28.120. (1068-7/64, 2015-11/75) 3.28.120 A eal. Any operator aggrieved by any decision of the City Treasurer with respect to the amount of such tax, interest and penalties, if any, may appeal to the City Council by filing a notice of appeal with the City Clerk within fifteen (15) days of the serving or mailing of the determination of tax due. The council shall fix a time and place for hearing such appeal, and the City Clerk shall give notice in writing to such operator at his last known place of address. The findings of the council shall be final and conclusive and shall be served upon the appellant in the manner prescribed above for service of notice of hearing. Any amount found to be due shall be immediately due and payable upon the service of notice. (1068-7/74, 2015-11/75) 3.28.130 Records. It shall be the duty of every operator liable for the collection and payment to the city of any tax imposed by this chapter to keep and preserve, for a period of three (3) years, all records as may be necessary to determine the amount of such tax as he may have been liable for the collection of and payment to the city, which records the City Treasurer shall have the right to inspect at all reasonable times. (1068-7/64) 3.28.140 Refunds. The following shall warrant a refund: (a) Whenever the amount of any tax, interest or penalty has been overpaid or paid more than once or has been erroneously or illegally collected or received by the city under this chapter it may be refunded as provided in subparagraphs (b) and (c) of this section provided a claim in writing therefor, stating under penalty of perjury the specific grounds upon which the claim is founded, is filed with the City Treasurer within three (3) years of the date of payment. The claim shall be on forms furnished by the City Treasurer. (b) An operator may claim a refund or take as credit against taxes collected and remitted the amount overpaid, paid more than once or erroneously or illegally collected or received when it is 9 Iegisdrft/mc0328/1/14/02 5 established in a manner prescribed by the City Treasurer that the person from whom the tax has been collected was not a transient; provided, however, that neither a refund nor a credit shall be allowed unless the amount of the tax so collected has either been refunded to the transient or credited to rent subsequently payable by the transient to the operator. (c) A transient may obtain a refund of taxes overpaid or paid more than once or erroneously or illegally collected or received by the city by filing a claim in the manner provided in subsection (a) of this section, but only when the tax was paid by the transient directly to the City Treasurer, or when the transient having paid the tax to the operator, establishes to the satisfaction of the City Treasurer that the transient has been unable to obtain a refund from the operator who collected the tax. (d) No refund shall be paid under the provisions of this section unless the claimant established his right thereto by written records showing entitlement thereto.(1068-7/64, 2015-11/75) 3.28.150 Actions to collect. Any tax required to be paid by any transient under the provisions of this chapter shall be deemed a debt owed by the transient to the city. Any such tax collected by an operator which has not been paid to the city shall be deemed a debt owed by the operator to the city. Any person owing money to the city under the provisions of this chapter shall be liable to an action brought in the name of the city of Huntington Beach for the recovery of such amount. (1068-7/64, 2015-11/75) 3.28.160 Failure to re ister. Any operator or other person who fails or refuses to register as required herein, or to furnish any return required to be made, or who fails or refuses to furnish a supplemental return or other data required by the City Treasurer, or who renders a false or fraudulent return or claim, is guilty of a MISDEMEANOR. Any person required to make, render, sign or verify any report or claim or who makes any false or fraudulent report or claim with intent to defeat or evade the determination of any amount due required by this chapter to be made, is guilty of a MISDEMEANOR. (1068-7/64, 2015-11/75) 3.28.170 Credit for Transient Occu anc Taxes Paid to Huntin on Beach Redevelo ment Agency. Any person or persons subject to the transient occupancy tax under this Ordinance shall be entitled to a credit against the payment of such taxes due in the amount of any transient occupancy taxes due from that person or persons to the Huntington Beach Redevelopment Agency ("Agency") pursuant to Ordinance No. 4- , adopted by the Agency on October 24,19c99 on , 2002 which affects any persons occupying a room or rooms in any hotels, inns, tourist homes or houses, motels, or other lodging within the Main- Pier Redevelopment -eject sub-Aarea of the Huntington Beach Redevelopment Project. , 'b Boulevd. (2974-12/88 See Ordinance No. 2974 for additional information re ardin termination. amendment or modification of 3.28.170. A legisdrfdmc0328/I/14/02 6 City Ordinance Amending Ord. 2974 ATTACHMENT #3 G/Iot";,l ORDINANCE NO. 3559 AN ORDINANCE OF THE CITY OF HUNTINGTON BEACH AMENDING ORDINANCE NO. 2974 TO PROVIDE A CREDIT FOR THE PAYMENT OF TRANSIENT OCCUPANCY TAXES TO THE HUNTINGTON BEACH REDEVELOPMENT AGENCY. The City Council of the City of Huntington Beach does hereby ordain as follows: WHEREAS, California Revenue and Taxation Code Section 7280.5 permits the redevelopment agency of any city which has levied a transient occupancy tax pursuant to Section 7280 to adopt an ordinance levying a transient occupancy tax if the city's ordinance entitles any person subject to the tax under the city's ordinance to credit the amount of taxes due to the agency against the payment of taxes due under the city's ordinance; and On November 7, 1988, the City Council of the City of Huntington Beach adopted Ordinance No. 2974 allowing the Huntington Beach Redevelopment Agency ("Agency") to receive a portion of the transit occupancy taxes generated by hotels, inns, tourist homes or houses , motels and other lodgings located within a portion of the Main -Pier sub-area of the Huntington Beach Redevelopment project pursuant to Ordinance No. 1 adopted by the Agency on , &, and tJ m,q v'1, 1W The Agency desires to receive a portion of the transient occupancy taxes generated by hotels, inns, tourist homes or houses, motels, and other lodgings located within the entire Main-Pier Redevelopment sub-area of the Huntington Beach Redevelopment Project to the extent necessary to enable the Agency to timely satisfy its payment obligations under any and all outstanding Disposition and Development Agreements and/or Owner Participation Agreements ("DDAs") by and between the Agency for redevelopment projects located within the Main-Pier Redevelopment sub-area, including but not limited to the DDA dated August 15, 1988, and all subsequent amendments thereto, by and between the Agency and RLM Properties, Ltd., and the DDA approved in June 1999, by and between the Agency and CIM Group, LLC ; and The City Council desires to facilitate the implementation of any redevelopment plan within the Main-Pier Redevelopment sub-area and the Agency's ability to perform its payment obligations under any and all DDAs relating to redevelopment in the Main-Pier sub-area by providing that persons subject to the City's transient occupancy tax ordinance in the Main-Pier Redevelopment sub-area shall be entitled to a credit against the payment of taxes due under the City's ordinance in the amount of the transient occupancy taxes due to the Agency. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF HUNTINGTON BEACH DOES ORDAIN AS FOLLOWS: a zL 02ord/amend 2974-final/l/14/02 I SECTION 1. Section 3.28.170 of the Huntington Beach Municipal Code is hereby amended to read in its entirety as follows: 3.28.170 Credit for Transient Occu anc Taxes Paid to Huntington Beach Redevelo ment A enc . Any person or persons subject to the transient occupancy tax under this Ordinance shall be entitled to a credit against the payment of such taxes due in the amount of any transient occupancy taxes due from that person or persons to the Huntington Beach Redevelopment Agency ("Agency") pursuant to Ordinance No. 2 , adopted by the Agency on , 2002, which affects any persons occupying a room or rooms in any hotels, inns, tourist homes or houses, motels, or other lodging within the Main-Pier Redevelopment sub-area of the Huntington Beach Redevelopment Project. (See Ordinance No. 3558 for additional information re ardin termination amendment or modification of 3.2 8.170.) SECTION 2. Section 1 above shall automatically terminate and be of no further force and effect on the date that the entire Agency indebtedness pursuant to all outstanding DDAs by and between the Agency and relating to redevelopment projects within the Main- Pier Redevelopment sub-area, as the same may be amended from time to time, is paid in full or that any unpaid balance is forgiven and discharged as provided therein. SECTION 3. The purpose of this Ordinance is to assist the Agency in implementing the redevelopment plans for the Main-Pier Redevelopment sub-area by providing an additional source of revenue to the Agency to satisfy its payment obligations under any outstanding DDAs entered into by the Agency and relating to redevelopment projects within the Main-Pier Redevelopment sub-area of the Huntington Beach Redevelopment Project. Accordingly, to the extent that after the operative date of this Ordinance the Agency collects any transient occupancy taxes not required to enable the Agency to timely make such payments pursuant to any such DDA, the excess amount shall promptly be paid to the City. SECTION 4. Pursuant to California Revenue and Taxation Code Section 7280.5(d), this Ordinance may not be amended, modified, or repealed prior to the termination date set forth in Section 2 in a manner that jeopardizes or impairs any rights under any outstanding DDAs without prior written consent of the developer. SECTION 5. If any provision of this Ordinance or the application thereof to any person or circumstances is held invalid, the remainder of the ordinance and the application of such provision to other persons or circumstances shall not be affected thereby. SECTION 6. The City Clerk shall attest to the adoption of this Ordinance and the same shall be published in accordance with law. 6."16(, 15 02ord.'amend 2974-final/1/2502 2 SECTION 7. This ordinance shall become effective 30 days after its adoption. SECTION 8. This ordinance shall become operative concurrently with Ordinance No. 2 adopted by the Agency on , 2002, on the first day of the first calendar quarter commencing more than one hundred eighty (180) days after adoption of this Ordinance. PASSED AND ADOPTED by the City Council of the City of Huntington Beach at a regular meeting thereof held on the day of 2002. ATTEST: City Clerk REVIEWED AND APPROVED: City dministrator Mayor APPROVED AS TO FORM: J-1r-oL t ,- City Attorney INITIATED AND APPROVED: Director of conomic Development , I CL . A, 02ord/amend 2974-final/1/14/02 3 01 0 ORDINANCE NO. 2974 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF HUNTINGTON BEACH AMENDING THE CITY'S TRANSIENT OCCUPANCY TAX ORDINANCE TO PROVIDE A CREDIT FOR THE PAYMENT OF TRANSIENT OCCUPANCY TAXES TO THE HUNTINGTON BEACH REDEVELOPMENT AGENCY. WHEREAS, California Revenue and Taxation Code Section 7280.5 permits the redevelopment agency of any city which has levied a transient occupancy tax pursuant to Section 7280.5 permits the redevelopment agency of any city which has levied a transient occupancy tax pursuant to Section 7280 to adopt an ordinance levying a transient occupancy tax if the city's ordinance entitles any person subject to the tax under the city's ordinance to credit the amount of taxes due to the agency against the payment of taxes due under the city's ordinance; and The Huntington Beach Redevelopment Agency ("Agency") desires to receive a portion of the transient occupancy taxes generated by hotels, inns, tourist homes or houses, motels, and other lodgings located within the entire Main-Pier Redevelopment Project Area to the extent necessary to enable the Agency to timely satisfy its payment obligations under that certain Disposition and Development Agreement ("DDA") dated August 15, 1988, by and between the Agency and RLM Properties, Ltd. ("Developer"); and The City Council desires to facilitate the implementation of the Redevelopment Plan within the Main-Pier Redevelopment Project Area and the Agency's ability to perform its payment obligations under the DDA by providing that persons subject to the City's transient occupancy tax ordinance in the Main-Pier Redevelopment Project Area 02ord/2974-4/25/02 1 designated herein shall be entitled to a credit against the payment of taxes due under the City's ordinance in the amount of the transient occupancy taxes due to the Agency; NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF HUNTINGTON BEACH DOES ORDAIN AS FOLLOWS: Section 1. A new Section 3.28.170 of the Huntington Beach Municipal Code is hereby added amended to the to read in its entirety as follows: 3.28.170. Credit for Transient Occu anc Taxes Paid to Huntington Beach Redevelo ment A enc . Any person or persons subject to the transient occupancy tax under this Ordinance shall be entitled to a credit against the payment of such taxes due in the amount of any transient occupancy taxes due from that person or persons to the Huntington Beach Redevelopment Agency ("Agency") pursuant to Ordinance No. 4 , adopted by the Agency on October 2 4, 438 , 2002, which affects any persons occupying a room or rooms in any hotels, inns, tourist homes or houses, motels, or other lodging within the Main-Pier Redevelopment Project Area sub-area of The Huntington Beach Redevelopment. Section 2. Section 1 above shall automatically terminate and be of no further force and effect on the date that the entire Agency indebtedness pursuant to all 02ord/ 2974-3'25/02 2 outstanding DDAs by and between the Agency and relating to redevelopment projects within the Main -Pier Redevelopment sub- area, as the same may be amended from time to time, set foort1 in is paid in full or s , that any unpaid balance is forgiven and discharged as provided therein. Section 3. The purpose of this Ordinance is to assist the Agency in implementing the rRedevelopment pPlans for the Main-Pier Redevelopment sub-area Pr-ejeet Area- by providing an additional source of revenue to the Agency to satisfy its payment obligations t under any outstanding DDAs entered by the Agency relating to redevelopment projects within the Main-Pier Redevelopment sub-area of the Huntington Beach Redevelopment Project. Accordingly, to the extent that after the operative date of this Ordinance the Agency collects any transient occupancy taxes not required to enable the Agency to timely make such payments pursuant to the Develepef any such DDA, the excess amount shall promptly be paid to the City. Section 4. Pursuant to California Revenue and Taxation Code Section 7280.5(d) this Ordinance may not be amended, modified, or repealed prior to the termination date set forth in Section 2 in a manner that jeopardizes or impairs ' any rights under any outstanding the DDAs without prior written consent of the dDeveloper. 02ord/ 2974-4/25/02 3 !f - 1-Section 5. If any provision of this Ordinance or the application thereof to any person or circumstances is held invalid, the remainder of the ordinance and the application of such provision to other persons or circumstances shall not be affected thereby. Section 6. The City Clerk shall attest to the adoption of this Ordinance and the same shall be published in accordance with law. PASSED AND ADOPTED by the City Council of the City of Huntington Beach at a regular meeting thereof held on the 7th day of November , 1988. ayor ATTEST:APPROVED AS TO FORM: City Clerk r.-City Attorney R EWE DN D APP VED: IN TIA D AND APPROVED: C y Administrator 14- Di e tor of Economic De elopment H. B. Redevelopment Project Sub-Area 5 Main-Pier ATTACHMENT #4 • C e Huntington Beach Redevelopment Project Subarea 5 City ofHuntington Beach G" - 0 0 `ENVIRONMENTAL CHECKLIST FORM CITY OF HUNTING TON BEACH PLANNING DEPARTMENT ENVIRONMENTAL ASSESS A.:'° NI" NO.:O3 1. PROJECT TITLE: Timeshares for Downtown Specific Plan Districts 7 and 9 Concurrent Entitlements : Zoning Text Amendment No. 03-03, General Plan Amendment No. 03-03 and Local Coastal Program Amendment No. 03-02 2. LEAD AGENCY:City of Huntington Beach 2000 Main Street Huntington Beach , CA 92648 Contact: Rosemary Medel Phone : (714) 536-5271 3. PROJECT LOCATION: Pacific Coast Highway between First Street and Beach Boulevard. 4. PROJECT PROPONENT : The Robert Mayer Corporation 660 Newport Center Drive, Suite 1050 Newport Beach, California 92660 Contact Person : Shawn Milbern Phone: (949) 759-8091, ext 257 5. GENERAL PLAN DESIGNATION: Commercial Visitor (F7 density) with Specific Plan overlay 6. ZONING: Downtown Specific Plan District 7 (Visitor-Serving Commercial) and District 9 (Commercial/Recreation) 7. PROJECT DESCRIPTION (Describe the whole action involved, including, but not limited to, later phases of the project, and secondary support, or off-site features necessary for implementation): To amend the City of Huntington Beach General Plan Land Use Element, Local Coastal Program (LCP) and the Downtown Specific Plan to permit timeshares as an allowed use within Districts 7 and 9. Timeshares are any development wherein a purchaser receives the right in perpetuity, for life, or for a term of years, to the recurrent, exclusive use or occupancy of a lot, parcel, unit, room(s), or segment of real property, annually or on some other seasonal or periodic basis, for a period of time that has been or will be allotted from the use or occupancy periods into which the project has been divided and G \ENVIRONM\CHECKLST Page 1 shall include, but not be limited to timeshare use, condominium-hot 'R.,or uses of a similar nature. The amendments would establish timeshares as a permitted use within the General Plan and the two Downtown Specific Plan districts and permit the use on a year round basis. The amendments would allow for greater flexibility in reaching the hotel/visitor serving market. Specific project approvals will be included under separate applications. 8. SURROUNDING LAND USES AND SETTING: DTSP District 7: North: Vacant land (proposed Pacific City) South: Pacific Coast Highway and beach parking lot East: Huntington Street and The Hilton Waterfront Beach Resort West: First Street and various mixed uses DTSP District 9: North: The Waterfront Residential South: Pacific Coast Highway and beach parking lot East: Beach Boulevard and open space West: Huntington Street and vacant land (proposed Pacific City) 9. OTHER PREVIOUS RELATED ENVIRONMENTAL DOCUMENTATION: EIR 82-2, SEIR 82-2, Addendum #1 and #2 to SEIR 82-2, EIR 94-01, EIR 02-01 10. OTHER AGENCIES WHOSE APPROVAL IS REQUIRED (AND PERMITS NEEDED) (i.e. permits, financing approval, or participating agreement): California Coastal Commission - certification of LCP amendment Page 2 0ENVIRONMENTAL FACTORS POTENTIALLY AFFECTED: The environmental factors checked below would be potentially affected by this project, involving at least one impact that is a "Potentially Significant Impact" or is "Potentially Significant Unless Mitigated," as indicated by the checklist on the following pages. Land Use / Planning Transportation / Traffic Public Services Population / Housing Biological Resources Utilities / Service Systems Geology / Soils Mineral Resources Aesthetics Hydrology / Water Quality Hazards and Hazardous Materials Cultural Resources Air Quality Noise Recreation Agriculture Resources Mandatory Findings of Significance DETERMINATION On the basis of this initial evaluation: I find that the proposed project COULD NOT have a significant effect on the environment, and that the project is exempt from the California Environmental Quality Act. I find that although the proposed project could have a significant effect on the environment, there will not be a significant effect in this case because the mitigation measures described on an attached sheet have been added to the project. A MITIGATED NEGATIVE DECLARATION will be prepared. I find that the proposed project MAY have a significant effect on the environment, and an ENVIRON MENTAL IMPACT REPORT is required. I find that the proposed project MAY have a "potentially significant impact" or a "potentially significant unless mitigated impact" on the environment, but at least one impact (1) has been adequately analyzed in an earlier document pursuant to applicable legal standards, and (2) has been addressed by mitigation measures based on the earlier analysis as described on attached sheets. An ENVIRONMENTAL IMPACT REPORT is required, but it must analyze only the effects that remain to be addressed. I find that although the proposed project could have a significant effect on the environment, because all potentially significant effects (a) have been analyzed adequately in an earlier EIR. or NEGATIVE DECLARATION pursuant to applicable standards, and (b) have been avoided or mitigated pursuant to that earlier EIR or NEGATIVE DECLARATION, including revisions or mitigation measures that are imposed upon the proposed project, nothing further is re uired. v Signature Date 41; i A-[ e Printed Name Title I pi-10-r.R' 13 11 x Page 3 EVALUATION OF ENVIROOENTAL IMPACTS: 1. A brief explanation is required for all answers except "No Impact" answers that are adequately supported by the information sources a lead agency cites in the parentheses following each question. A "No Impact" answer is adequately supported if the referenced information sources show that the impact simply does not apply to the project. A "No Impact" answer should be explained where it is based on project-specific factors as well as general standards. 2. All answers must take account of the whole action involved. Answers should address off-site as well as on- site, cumulative as well as project-level, indirect as well as direct, and construction as well as operational impacts. 3. "Potentially Significant Impact" is appropriate, if an effect is significant or potentially significant, or if the lead agency lacks information to make a finding of insignificance. If there are one or more "Potentially Significant Impact" entries when the determination is made, preparation of an Environmental Impact Report is warranted. 4. Potentially Significant Impact Unless Mitigated" applies where the incorporation of mitigation measures has reduced an effect from "Potentially Significant Impact" to a "Less than Significant Impact." The lead agency must describe the mitigation measures, and briefly explain how they reduce the effect to a less than significant level (mitigation measures from Section XVIII, "Earlier Analyses," may be cross-referenced). 5. Earlier analyses may be used where, pursuant to the tiering, program EIR, or other CEQA process, an effect has been adequately analyzed in an earlier EIR or negative declaration. Section 15063(c)(3)(D). Earlier analyses are discussed in Section XVIII at the end of the checklist. 6. References to information sources for potential impacts (e.g., general plans, zoning ordinances ) have been incorporated into the checklist . A source list has been provided in Section XVIII. Other sources used or individuals contacted have been cited in the respective discussions. 7. The following checklist has been formatted after Appendix G of Chapter 3, Title 14, California Code of Regulations, but has been augmented to reflect the City of Huntington Beach's requirements. (Note: Standard Conditions of Approval - The City imposes standard conditions of approval on projects which are considered to be components of or modifications to the project, some of these standard conditions also result in reducing or minimizing environmental impacts to a level of insignificance. However, because they are considered part of the project, they have not been identified as mitigation measures. SAMPLE QUESTION.- ISSUES (and Supporting Information Sources): Potentially Significant Potentially Unless Less Than Significant Mitigation Significant Impact Incorporated Impact No Impact Would the proposal result in or expose people to potential impacts involving: Landslides? (Sources- 1, 6) Discussion: The attached source list explains that I is the Huntington Beach General Plan and 6 is a topographical map of the area which show that the area is located in a flat area. (Note: This response probably would not require further explanation). X Page 4 • ISSUES (and Supporting Information Sources): 1. LAND USE AND PLANNING. Would the project: a) Conflict with any applicable land use plan, policy, or regulation of an agency with jurisdiction over the project (including, but not limited to the general plan, specific plan, local coastal program, or zoning ordinance) adopted for the purpose of avoiding or mitigating an environmental effect? (Sources: 1,2,3,4) b) Conflict with any applicable habitat conse rvation plan or natural communi ty conse rvation plan? (Sources: 1,4) X 0 c) Physically divide an established community? (Sources: 9 1,2,3,4,5) Discussion : a-c) The City's Local Coastal Program Coastal Element allows timeshares within the Commercial General and Mixed Use Districts. It requires that during the Summer months (ranging from Memorial Day to Labor Day) at least 25 percent of the timeshare units be reserved for transient overnight accommodations , i.e. a typical hotel accommodation. The proposed amendments would expand the area in which timeshares are permitted in the General Plan and the Coastal Element by including the Commercial Visitor District . However, from a zoning implementation perspective the amendment only proposes timeshares within Districts 7 & 9 of the Downtown Specific Plan. Hotel development has been previously analzed in the General Plan EIR 94-01 and timeshares are already an allowed use within certain areas of the Coastal Zone . The expansion of timeshares, as quasi hotel uses, do not conflict with any existing plans or policies adopted for purpose of avoiding or mitigating an environmental effect. The proposed timeshare use is an ownership approach to vacation units/visitor-se rving accommodations and does not cause a physical effect to a property. The proposed and changed use has no material effect on the land uses already approved for District Nos. 7 and 9 in the Downtown Specific Plan. The approved land uses allow visitor serving hotels or similar projects . The change in allowable uses would not affect a project 's design nor would it affect density, height, site coverage or other physical attribute of a proposed hotel project. As such, the proposed use modifications to the General Plan, LCP and Downtown Specific Plan to allow the timeshare use does not have a physical effect on the environment that was not previously analyzed and does not have a deleterious effect on any adopted plan or ordinance of the City of Huntington Beach. No other land use plan or policy is in effect on the properties subject to these amendments that would be affected. Therefore, there is a less than significant impact with agency regulations affecting the project property. Development of this type of use will require a discretionary permit. Upon application for construction of a timeshare unit development, the project will be evaluated in detail for land use compliance. The property subject to the proposed actions is not subject to any applicable habitat conservation plan or natural community conservation plan. The change in allowable uses to permit timeshare projects to be established will not divide an established community. The project affects the ownership of property and not its physical development. II. POPULATION AND HOUSING. Would the project: a) Induce substantial population growth in an area, either directly (e.g., by proposing new homes and businesses) or indirectly (e.g., through extensions of roads or other infrastructure)? (Sources: 1,2,3,4) b) Displace substantial numbers of existing housing, necessitating the construction of replacement housing elsewhere? (Sources:4) •otentially Significant Potentially Unless Less Than Significant Mitigation Significant Impact Incorporated Impact No Impact 0 0 Page 5 • ISSUES (and Supporting Information Sources): c) Displace substantial numbers of people, necessitating the construction of replacement housing elsewhere? (Sources:4) 0 Discussion: a-c) The proposed timeshare use is an ownership option to visitor serving hotel uses already allowed within the two Downtown Specific Plan Districts and analyzed in the General Plan EIR. There are no proposed uses that would increase population directly or indirectly. No residences exist on the property. Therefore, no existing housing will be displaced. III. GEOLOGY AND SOILS. Would the project: a) Expose people or structures to potential substantial adverse effects, including the risk of loss, injury, or death involving: i) Rupture of a known earthquake fault, as delineated on the most recent Alquist-Priolo Earthquake Fault Zoning Map issued by the State Geologist for the area or based on other substantial evidence of a known fault ? (Sources:4) ii) Strong seismic ground shaking? (Sources: 1,2,3,4) iii) Seismic-related ground failure, including liquefaction? (Sources: 1,2,3,4) iv) Landslides ? (Sources: 1,2,3,4) b) Result in substantial soil erosion, loss of topsoil, or changes in topography or unstable soil conditions from excavation, grading, or fill? (Sources: 1,2,3,4) c) Be located on a geologic unit or soil that is unstable , or that would become unstable as a result of the project, and potentially result in on or off-site landslide , lateral spreading, subsidence , liquefaction or collapse ? (Sources : 1,2,3,4) d) Be located on expansive soil, as defined in Table 18-1-B of the Uniform Building Code (1994), creating substantial risks to life or property? (Sources: 1,2,3,4) no physical effect of the proposal. e) Have soils incapable of adequately supporting the use of septic tanks or alternative waste water disposal systems where sewers are not available for the disposal of wastewater (Sources: 12,3,4) Ootentially Significant Potentially Unless Less Than Significant Mitigation Significant Impact Incorporated Impact No Impact X X 0 0 0 11 11 11 0 0 0 Page 6 0 ISSUES (and Supporting Information Sources): Ootentially Significant Potentially Unless Less Than Significant Mitigation Significant Impact Incorporated Impact No Impact Discussion: a-c) The proposed use is a modification of a use already permitted on the both sites and does not cause a physical effect to a property that was not previously analyzed in the General Plan EIR. The proposed ownership approach, as a visitor serving timeshare, has no material affect on the land uses already approved for District Nos. 7 and 9 in the Downtown Specific Plan. In District Nos. 7 and 9 no limitations regarding fault setback or other requirement related to known fault location have been imposed. No material effect on structure design or land use, which is already approved for District Nos. 7 and 9 in the Downtown Specific Plan is proposed. No limitations regarding seismic ground shaking, other than standard structural requirements for buildings to meet Uniform Building Code have been imposed in these districts. No unusual limitations regarding liquefaction, other than standard foundation requirements already in use in the project area. IV. HYDROLOGY AND WATER UALITY. Would the project: a) Violate any water quality standards or waste discharge requirements? (Sources:2,3,4) b) Substantially deplete groundwater supplies or interfere substantially with groundwater recharge such that there would be a net deficit in aquifer volume or a lowering of the local groundwater table level (e.g., the production rate of pre- existing nearby wells would drop to a level which would not support existing land uses or planned uses for which permits have been granted? (Sources: 2,3,4) c) Substantially alter the existing drainage pattern of the site or area, including through the alteration of the course of a stream or river, in a manner which would result in substantial erosion or siltation on or off-site? (Sources: 2,3,4) d) Substantially alter the existing drainage pattern of the site or area, including through the alteration of the course of a stream or river, or substantially increase the rate or amount or surface runoff in a manner that would result in flooding on or off-site? (Sources: 2.3.4) e) Create or contribute runoff water which would exceed the capacity of existing or planned stormwater drainage systems or provide substantial additional sources of polluted runoff? (Sources:2,3,4) f) g) Otherwise substantially degrade water quality? (Sources:2,3,4) Place housing within a 100-year flood hazard area as mapped on a federal Flood Hazard Boundary or Flood Insurance Rate Map or other flood hazard delineation map? (Sources: 1,2,3,4) h) Place within a 100-year flood hazard area structures which would impede or redirect flood flows ? (Sources: 1,2,3,4) X X 11 0 0 0 X 0 0 11 11 i) Expose people or structures to a significant risk of loss, injury Page 7 0 ISSUES (an d Supporting Information Sources): j) or death involving flooding, including flooding as a result of the failure of a levee or dam? (Sources: 1,2,3,4) Inundation by seiche, tsunami, or mudflow? (Sources: 1,2,3,4) k) Potentially impact stormwater runoff from construction activities? (Sources:4) 1) Potentially impact stormwater runoff from post-construction activities? (Sources:4) m) Result in a potential for discharge of stormwater pollutants from areas of material storage, vehicle or equipment fueling, vehicle or equipment maintenance (including washing), waste handling, hazardous materials handling or storage, delivery areas, loading docks or other outdoor work areas? (Sources:4) n) Result in the potential for discharge of stormwater to affect the beneficial uses of the receiving waters? (Sources: 4) o) Create or contribute significant increases in the flow velocity or volume of stormwater runoff to cause environmental harm? (Sources: 4) P)Create or contribute significant increases in erosion of the project site or surrounding areas? (Sources: 4) X X X X X X X X 11 Discussion: a-p) There is no physical effect from this proposal that was not previously analyzed in the General Plan EIR. The inclusion of timeshares as a proposed use is a modification of a hotel use, which is already permitted on the site. The proposed use as a visitor serving timeshare has no material effect on the physical design of structures that may be proposed. All water quality standards in effect at the time of project construction will be adhered to. Similar uses have been built within and around District No. 7 and 9, designed to be part of a master plan development. All drainage requirements applicable to development within District Nos. 7 and 9 would remain unchanged. There would be no effect on groundwater. Therefore, there are less than significant impacts to water quality that result from the proposed changes to the General Plan, LCP and Downtown Specific Plan. V. AIR UALITY. The city has identified the significance criteria established by the applicable air quality management district as appropriate to make the following determinations. Would the project: a)Violate any air quality standard or contribute substantially to an existing or projected air quality violation? (Sources: X 1,2,3,4) b)Expose sensitive receptors to substantial pollutant concentrations? (Sources: 1,4) X c) Create objectionable odors affecting a substantial number of people? (Sources: 1,4) X d) Conflict with or obstruct implementation of the applicable air X Ootentially Significant Potentially Unless Less Than Significant Mitigation Significant Impact Incorporated Impact No Impact Page 8 • ISSUES (an d Supporting Information Sources): quality plan? (Sources: 1,4) e) Result in a cumulatively considerable net increase of any criteria pollutant for which the project region is non- attainment under an applicable federal or state ambient air quality standard (including releasing emissions that exceed quantitative thresholds for ozone precursors)? (Sources: 1,4) X Discussion: a-e) The proposed use of visitor serving timeshare/hotel has no material effect on the land uses already approved and analyzed in the General Plan EIR for District Nos. 7 and 9 in the Downtown Specific Plan. The land uses already entitled/proposed for the property that is the subject of the proposed actions allow visitor serving hotels or similar projects. The change in allowable uses to permit timeshare projects to be established in conjunction with hotels would not affect a project's design nor would it affect density. As such, the proposed use modifications to the General Plan, Local Coastal Plan and Downtown Specific Plan to allow the timeshare use do not have a physical effect on air quality and do not have a deleterious effect on any adopted air quality plan or policy. VI. TRANSPORTATION/TRAFFIC. Would the project: a) Cause an increase in traffic which is substantial in relation to the existing traffic load and capacity of the street system (e.g., result in a substantial increase in either the number of vehicle trips, the volume to capacity ratio on roads, or congestion at intersections? (Sources: 1,2,3,4) b) Exceed, either individually or cumulatively, a level of service standard established by the county congestion management agency for designated roads or highways? (Sources: 1,2,3,4) c) Result in a change in air traffic patterns, including either an increase in traffic levels or a change in location that results in substantial safety risks? (Sources: 1,2,3,4) d) Substantially increase hazards due to a design feature (e.g., sharp curves or dangerous intersections ) or incompatible uses? (Sources: 1,2,3,4) e) Result in inadequate emergency access? (Sources: 1,2,3,4) f) Result in inadequate parking capacity? (Sources: 1,2,3,4) g) Conflict with adopted policies supporting alternative transportation (e.g., bus turnouts, bicycle racks)? (Sources: 1,2,3,4) 0 0 0 11 0 0 0 11 13 0 11 Discussion: a-g) The timeshare product is analyzed for traffic purposes as a hotel. Hotel uses have been analyzed in the General Plan EIR and as such the inclusion of timeshares will not cause a change in the traffic analysis. The proposed use is an ownership modification of a use already permitted on the site. There is no physical or policy effect of the proposal beyond the General Plan EIR analysis. Ootentially Significant Potentially Unless Less Than Significant Mitigation Significant Impact Incorporated Impact No Impact VII. BIOLOGICAL RESOURCES. Would the project: Page 9 • ISSUES (and Supporting Information Sources): a) Have a substantial adverse effect, either directly or through habitat modifications, on any species identified as a candidate, sensitive, or special status species in local or regional plans, policies, or regulations, or by the California Department of Fish and Game or U.S, Fish and Wildlife Service? (Sources: 1,2,3,4) b) Have a substantial adverse effect on any riparian habitat or other sensitive natural community identified in local or regional plans, policies, regulations, or by the California Department of Fish and Game or US Fish and Wildlife Service? (Sources: 1,2,3,4) c) Have a substantial adverse effect on federally protected wetlands as defined by Section 404 of the Clean Water Act (including, but not limited to, marsh, vernal pool, coastal, etc.) through direct removal, filling, hydrological interruption, or other means? (Sources: 1,2,3,4) d) Interfere substantially with the movement of any native resident or migratory fish or wildlife species or with established native resident or migratory wildlife corridors or impede the use of native wildlife nursery sites? (Sources: 1,2,3,4) e) Conflict with any local policies or ordinances protecting biological resources, such as a tree preservation policy or ordinance? (Sources: 1,2,3,4) f)Conflict with the provisions of an adopted Habitat Conse rvation Plan, Natural Community Conse rvation Plan, or other approved local, regional or state habitat conse rvation plan? (Sources : 1,2,3,4) x 0 0 0 11 0 0 11 Discussion: a-f) The proposed use of visitor serving timeshare has no material effect on the land uses already approved for District Nos. 7 and 9 in the Downtown Specific Plan and addressed in the General Plan EIR. No biological resources would be affected by the proposed policy and ordinance changes. VIII. MINERAL RESOURCES. Would the project: a) Result in the loss of availability of a known mineral resource that would be of value to the region and the residents of the state? (Sources: 1,2,3,4) b) Result in the loss of availability of a locally-impo rtant mineral resource recovery site delineated on a local general plan, specific plan, or other land use plan? (Sources: 1,2,3,4) •otentially Significant Potentially Unless Less Than Significant Mitigation Significant Impact Incorporated Impact No Impact 19 0 Page 10 • ISSUES (and Supporting Information Sources): Ootentially Significant Potentially Unless Less Than Significant Mitigation Significant Impact Incorporated Impact No Impact Discussion: a-b) The proposed use of visitor serving timeshare has no material effect on the land uses already approved for District Nos. 7 and 9 in the Downtown Specific Plan. No mineral resources would be affected by the proposed policy and ordinance changes. IX. HAZARDS AND HAZARDOUS MATERIALS. Would the project: a) Create a signific ant hazard to the public or the environment through the routine transport, use, or disposal of hazardous materials? (Sources:l ,2,3,4) b) Create a significant hazard to the public or the environment through reasonably foreseeable upset and accident conditions involving the release of hazardous materials into the environment ? (Sources: 1,2,3,4) c) Emit hazardous emissions or handle hazardous or acutely hazardous material, substances, or waste within one-quarter mile of an existing or proposed school ? (Sources: 1,2,3,4) d) Be located on a site which is included on a list of hazardous materials sites compiled pursuant to Government Code Section 65962 .5 and, as a result, would it create a significant hazard to the public or the environment? (Sources: 1,2,3,4) e) For a project located within an airport land use plan or, where such a plan has not been adopted, within two miles of a public airport or pubic use airport, would the project result in a safety hazard for people residing or working in the project area? (Sources: 1,2,3,4) f) For a project within the vicinity of a private airstrip, would the project result in a safety hazard for people residing or working in the project area? (Sources: 1,2,3,4) g)Impair implementation of or physically interfere with an adopted emergency response plan or emergency evacuation plan? (Sources : 1,2,3,4) X X X X 11 11 11 X X X 11 11 h) Expose people or structures to a signific ant risk of loss, injury, or death involving wildl and fires, including where wildlands are adjacent to urbanized areas or where residences are intermixed with wildlands ? (Sources :l,2,3,4) X Discussion: a-h) The proposed use of visitor serving timeshare has no material effect on the land uses already approved for District Nos. 7 and 9 in the Downtown Specific Plan. No effect on adopted emergency response plans or emergency evacuation can be reasonably anticipated under the hotel uses considered in the General Plan EIR. No effect on or from airports or air travel can reasonably be expected. There are no significant risks associated with the proposed project because no construction is proposed. Page 11 0 ISSUES (and Supporting Information Sources): X. NOISE . Would the project result in: a) Exposure of persons to or generation of noise levels in excess of standards established in the local general plan or noise ordinance, or applicable standards of other agencies? (Sources:4) b) Exposure of persons to or generation of excessive groundborne vibration or groundborne noise levels? (Sources:4) c) A substantial permanent increase in ambient noise levels in the project vicinity above levels existing without the project? (Sources:4) d) A substantial temporary or periodic increase in ambient noise levels in the project vicinity above levels existing without the project? (Sources:4) e) For a project located within an airport land use plan or, where such a plan has not been adopted, within two miles of a public airport or public use airport, would the project expose people residing or working in the project area to excessive noise levels? (Sources:4) f) For a project within the vicinity of a private airstrip, would the project expose people residing or working in the project area to excessive noise levels? (Sources:4) 0 0 0 0 0 0 11 11 11 Discussion: a-f) The proposed timeshare use is an ownership approach to vacation units/visitor-serving accommodations and does not cause a physical effect to a property. The land uses already entitled and analyzed in the General Plan EIR for the property that is the subject of the proposed actions currently allow visitor serving hotels or similar projects. The change in allowable uses does not affect a project's design nor would it affect density, height, site coverage or other physical attribute of a proposed hotel project. As such, the proposed use modifications to the General Plan, LCP and Downtown Specific Plan to allow the timeshare use does not have a physical effect beyond the hotel uses analyzed in the General Plan EIR or on the environment and does not have a deleterious effect on any adopted noise policy or ordinance of the City of Huntington Beach. No noise policy or ordinance in effect on the properties or adjacent properties would be affected. Therefore, there is a less than significant impact to, or conflict with City or agency noise regulations. The proposed policy and ordinance changes will not affect construction methods or uses within the affected districts. Therefore, there is less than significant impact to groundborne vibration or groundborne noise levels. Therefore, there is less than significant to ambient noise levels in the vicinity of the project. XI. PUBLIC SERVICES. Would the project result in substantial adverse physical impacts associated with the provision of new or physically altered governmental facilities, the construction of which could cause significant environmental impacts, in order to maintain acceptable service ratios, response times or other performance objectives for any of the public services: a) Fire protection ? (Sources: 1,2,3,4) •otentially Significant Potentially Unless Less Than Significant Mitigation Significant Impact Incorporated Impact No Impact 0 11 Page 12 0 ISSUES (and Supporting Information Sources): b) Police Protection ? (Sources: 1,2,3,4) c) Schools? (Sources: 1,2,3,4) d) Parks? (Sources : 1,2,3,4) e) Other public facilities or governmental services? (Sources: 1,2,3,4) X 0 0 0 Discussion: a-e) The proposed use of visitor serving timeshare has no material effect on the land uses already approved for District Nos. 7 and 9 in the Downtown Specific Plan in terms of potential impact to Public Services because the development of hotels was analyzed in the General Plan EIR. Less than significant impacts to fire or police protection will occur as a result of the proposed amendments. There will be less than significant impacts to school services or school resources and no impact to park facilities or park services. There will be less than significant impacts-to other city, county or other agency facilities or services. The proposed policy and ordinance changes will not affect any uses within the affected districts. Therefore, less than significant-impacts are anticipated for public services. XII. UTILITIES AND SERVICE SYSTEMS. Would the project: a) Exceed wastewater treatment requirements of the applicable Regional Water Quality Control Board? (Sources: 1,4) b) Require or result in the construction of new water or wastewater treatment facilities or expansion of existing facilities, the construction of which could cause significant environmental effects? (Sources: 1,4) c) Require or result in the construction of new storm water Drainage facilities or expansion of existing facilities, the construction of which could cause significant environmental effects? (Sources: 1,4) d) Have sufficient water supplies available to serve the project from existing entitlements and resources, or are new or expanded entitlements needed? (Sources: 1,4) e) Result in a determination by the wastewater treatment provider which serves or may serve the project that it has adequate capacity to serve the project's projected demand in addition to the provider's existing commitments? (Sources: 1,4) f) g) Be served by a landfill with sufficient permitted capacity to accommodate the project's solid waste disposal needs? (Sources: 1,4) Comply with federal, state, and local statutes and regulations related to solid waste? (Sources: 1,4) 6otentially Significant Potentially Unless Less Than Significant Mitigation Significant Impact Incorporated Impact No Impact 0 0 11 11 11 11 0 0 0 11 1K 0 Page 13 0 ISSUES (and Supporting Information Sources): h)Include a new or retrofitted storm water treatment control Best Management Practice (BMP), (e.g. water quality treatment basin, constructed treatment wetlands?) (Sources: 1,4) C Discussion: a-h) The proposed timeshare use is an ownership approach to vacation units/visitor-serving accommodations and does not cause a physical affect to a property. There will be no material effect beyond those uses analyzed in the General Plan EIR and on the land uses already approved for District Nos. 7 and 9 in the Downtown Specific Plan. The proposed policy and ordinance changes will not affect any uses within the subject districts because the proposal includes no construction. As such, these amendments would not increase storm water runoff or otherwise result in the need to construct a new storm water conveyance system or drainage facility. The proposed amendments would not increase wastewater generation or require additional facilities for wastewater treatment. No impacts to water quality would result from the proposed changes to the General Plan, Local Coast Program and Downtown Specific Plan since no construction is associated with this proposal. There is no effect that would increase solid waste generation or require additional facilities for solid waste disposal. Because there is not development proposed at this time there will be no increase in solid waste generation. Therefore, the amendments would not be inconsistent with local, state and agency requirements related to solid waste. XIII. AESTHETICS. Would the project: a) Have a substantial adverse effect on a scenic vista? (Sources: 1,4) b) Substantially damage scenic resources, including, but not limited to, trees, rock outcroppings, and historic buildings within a state scenic highway? (Sources: 1,4) c) Substantially degrade the existing visual character or quality of the site and its surroundings? (Sources: 1,4) d) Create a new source of substantial light or glare which would adversely affect day or nighttime views in the area? (Sources: 1,4) 0 0 0 13 0 Discussion: a-d) The proposed timeshare use has no material effect on the land uses already approved for District Nos. 7 and 9 in the Downtown Specific Plan or the General Plan EIR. The land uses already entitled for the property allow visitor serving hotels or similar projects. The change in allowable uses to permit timeshares to be established would not affect a project's design nor would it affect density, height, site coverage or other physical attribute of a proposed hotel project. As such, the proposed use modifications less than significant effect on the aesthetics, lighting or other physical aspects of a project. XIV. CULTURAL RESOURCES. Would the project: a) Cause a substantial adverse change in the significance of a historical resource as defined in 615064.5? (Sources:l,4) b) Cause a substantial adverse change in the significance of an archaeological resource pursuant to 615064.5? (Sources: 1,4) Gotentially Significant Potentially Unless Less Than Significant Mitigation Significant Impact Incorporated Impact No Impact 0 0 c) Directly or indirectly destroy a unique paleontological 19resource or site unique geologic feature? (Sources:1,4) Page 14 9 ISSUES (and Supporting Information Sources): d) Disturb any human remains, including those interred outside of formal cemeteries ? (Sources: 1,4) X Discussion: a-d) There is no development proposed beyond those uses analyzed in the General Plan EIR that would cause any change to a site, cause potential archaelogical disturbance, impact a potential geologic feature or disturb any human remains related to development. The amendments allow for future consideration of the establishment of timeshares, which is a change in ownership for uses, i.e. hotels, that are already allowed within Districts 7 &9 of the Downtown Specific Plan. XV. RECREATION. Would the project: a) Would the project increase the use of existing neighborhood, community and regional parks or other recreational facilities such that substantial physical deterioration of the facility would occur or be accelerated? (Sources:1,2) b) Does the project include recreational facilities or require the construction or expansion of recreational facilities which might have an adverse physical effect on the environment? (Sources: 1,2,4) c) Affect existing recreational opportunities? (Sources: 1,2,4) X X X 11 Discussion: a-c) The proposed visitor serving timeshare use has no material effect on the land uses already approved for District Nos. 7 and 9 in the Downtown Specific Plan and the General Plan EIR. Therefore, there is a less than signigicant impact to city, county or other agency recreation facilities or demand for services or opportunities. XVI. AGRICULTURE RESOURCES. In determining whether impacts to agricultural resources are significant environmental effects, lead agencies may refer to the California Agricultural Land Evaluation and Site Assessment Model (1997) prepared by the California Dept. of Conservation as an optional model to use in assessing impacts on agriculture and farmland. Would the project: a) Convert Prime Farmland, Unique Farmland, or Farmland of Statewide Importance (Farmland), as shown on the maps prepared pursuant to the Farmland Mapping and Monitoring Program of the California Resources Agency, to non-agricultural use? (Sources: 1) b) Conflict with existing zoning for agricultural use, or a Williamson Act contract? (Sources:]) c) Involve other changes in the existing environment which, due to their location or nature, could result in conversion of Farmland, to non-agricultural use? (Sources: 1) Potentially Significant Potentially Unless Less Than Significant Mitigation Significant Impact Incorporated Impact No Impact X X 0 11 Discussion: a-c) Downtown Specific Plan District Nos. 7 and 9 do not include any agricultural uses or agricultural lands. Page 15 • ISSUES (and Supporting Information Sources): XVII. MANDATORY FINDINGS OF SIGNIFICANCE. a) Does the project have the potential to degrade the quality of the environment, substantially reduce the habitat of a fish or wildlife species, cause a fish or wildlife population to drop below self- sustaining levels, threaten to eliminate a plant or animal community, reduce the number or restrict the range of a rare or endangered plant or animal or eliminate important examples of the major periods of California history or prehistory? (Sources:) 19 Discussion: The proposed project does not have the potential to degrade the quality of the environment because the proposed action of allowing timeshares does not foreseeably result in impacts to the physical environment not previously analyzed in the General Plan EIR. The project represents an allowance for an ownership in land uses, i.e. hotels, already allowed with the subject areas and does not in itself initate construction or cause physical changes to the property. b) Does the project have impacts that are individually limited, but cumulatively considerable? ("Cumulatively considerable" means that the incremental effects of a project are considerable when viewed in connection with the effects of past projects, the effects of other current projects, and the effects of probable future projects.) (Sources: 19 11 Discussion: The proposed actions do not constitute a "project" according to CEQA and do not contribute to any cumulative impact. c) Does the project have environmental effects which will cause substantial adverse effects on human beings, either directly or indirectly? (Sources: X Discussion : The City's action does not constitute a necessa ry step that starts in motion a chain of events that will foreseeably result in impacts to the physical environment, including effects on human beings . The timeshare project is not a project that portends any particular action affecting the environment . Therefore , there is no potential to negatively affect the environment or human beings in the environment. .Potentially Significant Potentially Unless Less Than Significant Mitigation Significant Impact Incorporated Impact No Impact Page 16 XVIII . EARLIER ANALYSIS. Earlier analyses may be used where, pursuant to tiering, program EIR, or other CEQA process , one or more effects have been adequately analyzed in an earlier EIR or negative declaration . Section 15063 (c)(3)(D). Earlier Documents Prepared and Utilized in this Analysis: Reference # Document Title 1 City of Huntington Beach General Plan 2 General Plan EIR 94-1 3 4 5 City of Huntington Beach Zoning and Subdivision Ordinance Local Coastal Program Previous Environmental Impact Reports prepared for the subject properties/area Downtown Specific Plan: DTSP : EIR 82-2, SEIR 82-2, Addendum #1 and #2 to SEIR 82-2 DTSP District 7: EIR 02-01 (Pacific City project) Available for Review at: City of Huntington Beach Planning Dept., Planning/Zoning Information Counter, 3rd Floor 2000 Main St. Huntington Beach cc ff cc GG Downtown Specific Plan District No. 7 and District No. 9 See Attachment #1 6 Map G \ENVIRONM\CHECKLST Page 17 •r-n00O-W•CPACIncCOASTHWY. Attachment No. 2 Pro'ect Narrative The Robert Mayer Corporation and Makar Properties, LLC are requesting approval of a General Plan Amendment (Land Use and Coastal Elements ), Zoning Map Amendment and requisite Environmental Assessment to allow for Timeshare Projects/Units at the Waterfront and Pacific City (collectively "Projects"). The Projects are located along Pacific Coast Highway between Beach Boulevard and First Street inland to Pacific View Avenue (The Waterfront) and future Pacific View Avenue )Pacific City is located within District 7. The Waterfront site is also known as the "third hotel" which is a part of the master planned Waterfront development. Uses surrounding The Waterfront include the Hilton Waterfront Residential, presently under construction. Surrounding uses to Pacific City include the Hilton Waterfront Beach Resort, single family and attached residential and limited commercial. Presently, The Waterfront site is used by a pavilion/exhibition hall, passive recreation, wedding gazebo and overflow parking for the Hilton Waterfront Beach Resort. These uses were planned as temporary in nature awaiting the "third hotel". The Pacific City site is vacant. In requesting the aforementioned applications, this would allow for greater flexibility in reaching the hotel/visitor serving market while maintaining the visitor serving goals of the General Plan. 19 ENVIRONMENTAL ASSESSMENT COMMITTEE AGENDA Monday , December 20, 2004 3:00P.M. Third Floor Conference Room # 2 1. ENVIRONMENTAL ASSESSMENT NO. 03-03 is for a zoning text amendment, general plan amendment and a local coastal program amendment to permit timeshares as an allowed use within Districts 7 and 9 of the Downtown Specific Plan . (Continued from December 8, 2004 EAC meeting) Applicant : The Robert Mayer Corporation 660 Newport Center Drive, Suite 1050 Newport Beach, CA 92660 Request : To amend the City of Huntington Beach General Plan Land Use Element, Local Coastal Program (LCP) and the Downtown Specific Plan to permit timeshares as an allowed use within Districts 7 and 9. Timeshares are any development wherein a purchaser receives the right in perpetuity, for life, or for a term of years, to the recurrent, exclusive use or occupancy of a lot, parcel, unit, room(s), or segment of real property, annually or on some other seasonal or periodic basis, for a period of time that has been or will be allotted from the use or occupancy periods into which the project has been divided and shall include, but not be limited to timeshare use, condominium-hotel, or uses of a similar nature. The amendments would establish timeshares as a permitted use within the General Plan and the two Downtown Specific Plan districts and permit the use on a year round basis. The amendments would allow for greater flexibility in reaching the hotel/visitor serving market. Specific project approvals will be included under separate applications. Location : Pacific Coast Highway between First Street and Beach Boulevard. Project Planner : Rosemary Medel, Associate Planner For information on the above items, please contact the specified project planner in the City of Huntington Beach Dept. of Planning, at (714) 536-5271. ,-'N MEMORANDUM To: Rosemary Medel City of Huntington Beach Planning Department CC: Ethen Thacher From: Larry Brose (',b Date: November 24, 2003 Re: General Plan/Coastal Element and Downtown Specific Plan Time Shares/Fractional Ownership The following language is proposed to be added per document noted: City of Huntington Beach General Plan , Land Use Element (1996): 1. Page II-LU-25, Table LU-2a, Permitted Uses: Add "Vacation Interval Units/Projects" 2. Page II-LU-54, Table LU-4, Subarea 4C PCH/First (Lake) Street: Add "Hotels/motels/Vacation Interval Units/Projects" under "CV" category. 3. Page II-LU-54, Table LU-4, Subarea 4D Waterfront: Add "Vacation Interval Units/Projects" after "Hotels /motels". City of Huntington Beach General Plan , Natural Resources Chapter , Coastal Element (2001): 1. Page IV-C-26, Table C-1, Commercial Visitor Permitted Uses: Add "Vacation Interval Units/Projects" 2. Page IV-C-37, Table C-2, 4C PCH/First (Lake) Street: Add "Hotels/motels/Vacation Interval Units/Projects" on first line of "CV" category. 3. Page IV-C-38, Table C-2, 4D Waterfront: Add "Vacation Interval Units/Projects" after "Hotels/motels". 4. Page IV-C-96, item 24: Add "Vacation Interval Units/Projects" after "Hotel/motel rooms" 5. Page IV-C-154: Add to Glossary the following definitions: Memorandum to Rosemary Med 1 November 24, 2003 Page 2 of 2 a. Vacation Interval Project: Any development wherein a licensee, lessee or purchaser receives the right in perpetuity, for life, or for a term of years, to the recurrent, exclusive use or occupancy of a lot, parcel, unit, room(s), or segment of real property, annually or on some other seasonal or periodic basis, for a period of time that has been or will be allotted from the use or occupancy periods into which the project has been divided and shall include, but not be limited to vacation interval ownership, vacation license, vacation lease, fractional interest, club membership, time-share estate, time-share use, hotel/condominium, or uses of a similar nature. b. Vacation Interval: The period or length of time of occupancy in a Vacation Interval Unit. c. Vacation Interval Unit: Each portion of the real property or real property improvement in a project that is divided into vacation intervals. City of Huntington Beach Downtown Specific Plan (June 1995): 1 Section 4.0.04, Definitions, add: Vacation Interval Pro'ect: Any development wherein a purchaser receives the right in perpetuity, for life, or for a term of years, to the recurrent, exclusive use or occupancy of a lot, parcel, unit, room(s), or segment of real property, annually or on some other seasonal or periodic basis, for a period of time that has been or will be allotted from the use or occupancy periods into which the project has been divided and shall include, but not be limited to time-share estate, interval ownership, vacation license, vacation lease, club membership, time-share use, hotel/condominium, or uses of a similar nature. 2. Section 4.0.04, Definitions, add: Vacation Interval: The period or length of time of occupancy in a time-share unit. 3. Section 4.0.04, Definitions, add: Vacation Interval Unit: Each portion of the real property or real property improvement in a project that is divided into time-share intervals. 4. Section 4.9.01 (b), Permitted Uses requiring a CUP, add: Vacation Interval Project/Vacation Interval Units. 5. Section 4.11.01 (b), Permitted Uses requiring a CUP, add: Vacation Interval Project/Vacation Interval Units. VACATION INTERVAL PROJECTS/UNITS at THE WATERFRONT AND PACIFIC CITY PURPOSE OF APPLICATION The Robert Mayer Corporation and Makar Properties, LLC are requesting approval of a General Plan Amendment (Land Use and Coastal Elements) Zoning Map Amendment and requisite Environmental Assessment to allow for Vacation Interval Projects/Units at The Waterfront and Pacific City (collectively "Projects"). AREA DESCRIPTION The Projects are located along Pacific Coast Highway between Beach Boulevard and First Street inland to Pacific View Avenue (The Waterfront) and future Pacific View Avenue (Pacific City). The Waterfront is located within Downtown Specific Plan District 9 while Pacific City is located with District 7. The Waterfront site is also known as the "third hotel" which is part of the master planned Waterfront development. Uses surrounding The Waterfront include the Hilton Waterfront Beach Resort, the Hyatt Regency Huntington Beach Resort and Spa and The Waterfront Residential, presently under construction. Surrounding uses to Pacific City include the Hilton Waterfront Beach Resort, single family and attached residential and limited commercial. Presently The Waterfront site is used by a pavilion/exhibition hall, passive recreation, wedding gazebo and overflow parking for the Hilton Waterfront Beach Resort. These uses were planned as temporary in nature awaiting the "third hotel". The Pacific City site is vacant. PROJECT DESCRIPTION AND ENTITLEMENT RE UEST Mayer and Makar seek to amend existing planning and zoning documents so that Vacation Interval Projects/Units may be an allowed use within their respective parcels. This would allow for greater flexibility in reaching the hotel/visitor serving market. At this time, Mayer and Makar are not seeking specific project entitlement but rather an amended land use designation. Specific project approvals are or will be included under separate application. The necessary entitlements to allow for the intended uses include: Vacation Interval Projects/ is At The Waterfront and Pacific City Project Narrative November 24, 2003 Page 2 of 2 0 1. General Plan Amendment: Both the Land Use Element and the Coastal Element will require minor modifications. Please see attached Memorandum to Rosemary Medel for proposed language changes. 2. Downtown Specific Plan Amendment : Districts 7 and 9 will require minor language modifications to allow for the intended uses . Please see attached Memorandum to Rosema ry Medel for proposed language changes. 3. Zoning Map Amendment: The City's zoning map will require modification to conform to the General Plan and Downtown Specific Plan. 4. Environmental Assessment: The action of the General Plan and Downtown Specific Plan amendments will necessitate CEQA review by the City. THE ROBERT MAYER CORPORATION November 24, 2003 Ms. Rosemary Medel , Associate Planner City of Huntington Beach Planning Department 2000 Main Street Huntington Beach , CA 92648 Re: GPA, LCPA, ZTA and EA for The Waterfront and Pacific City Dear Rosemary: The Robert Mayer Corporation is pleased to submit this application for a General Plan Amendment (Land Use and Coastal Elements), Zoning Text Amendment and requisite Environmental Assessment to allow for Vacation Interval Projects/Units at The Waterfront and Pacific City. Included in this application are the following: 1. Completed and signed application. 2. Written narrative. 3. Memorandum with proposed edits to the General Plan and Downtown Specific Plan. 4. Hazardous Waste & Substance statement for both The Waterfront and Pacific City. 5. Check in the amount of $40,246.00 As we near the hearing date, I will provide the necessary public notification materials so that the hearing may be appropriately noticed. Further, I am happy to provide you a draft of the Environmental Assessment once I have a chance to discuss it with you. I look forward to continuing to work with you and the rest of the staff at the City on this project. If there are any questions please call me at (949) 759-8091. Sincerely, The Robert Mayer Corporation Lawrence F1 Brose Senior Vice President LFB:hs cc: Howard Zelefsky (w/o enclosure) David Biggs (w/o enclosure) Ethen Thacher 660 Newport Center Drive, Suite 1050 Box 8680 Newpo rt Beach, California 92658-8680 (949) 759-8091 G3 E"I V, rpr"-F(l) DEC'01 7003 C- ,ACACIA OUVE iLlWALNUT I L N z z PACIFIC COAST HWY DISTRICT #7 HUNTINGTON BEACH CALIFORNIA PLANNING DEPARTMENT HUNTINGTON -H DOWNTOWN SPECIFIC PLAN 4.9 DISTRICT #7- VISITOR-SERVIN ivi vL ILAL Purpose. This District extends southeast of the Downtown core adjacent to Pacific Coast Highway. The principal purpose of this District is to provide commercial facilities to serve seasonal visitors to the beaches as well as to serve local residents on a year round basis. This District also provides a continuous commercial link between the Downtown and the visitor-commercial/recreation District near Beach Boulevard. Boundaries. District #7 extends from First Street to Huntington Avenue between PCH and the proposed Walnut Avenue extension. 4.9.01 Permitted Uses. (a) The following list of Visitor-Serving Commercial uses in District No. 7 may be allowed. Other visitor serving related uses as described in the Land Use Plan, and which have the same parking demand as the existing use not specified herein may be allowed subject to the approval of the Director. Change of use shall be subject to the approval of the Director. For example: Art gallery Bakeries Banks and savings and loans branch offices (not to exceed five-thousand (5,000) square feet) . Beach, swimming and surfing equipment . Bicycle sales, rental and repair Boat and marine supplies . Bookstores Clothing stores . Delicatessens . Florists . Groceries (convenience) Ice cream parlors Laundromats, laundries Meat or fish markets . Newspaper and magazine stores Newsstands Outdoor dining pursuant to S.4.2.32 Photographic equipment sales Photographic processing Professional Office (not to exceed fifty [50] percent of total floor area) Public Transportation Center . Shoe stores . Sporting goods . Tourist related public and semi-public buildings, services and facilities . Travel agency Note: Visitor-serving commercial uses must be a part of all development proposals in this District, with a minimum requirement that the entire street level be devoted to Visitor- Serving Commercial Uses. 51 Downtown Specific Plan DISTRICT #7 Revised 6/1/95 C9 PA A &C I# p_EcAN_ 9A NG.E OLIVE WALNUT 1 N x z z I PACIFIC COAST HWY DISTRICT #9 HUNTINGTON HUNTINGTON BEACH CALIFORNIA PLANNING DEPARTMENT DOWNTOWN SPECIFIC PLAN 4.11 4.11.01 I I I . I 4.11.02 4.11.03 4.11.04 4.11.05 DISTRICT #9: COMMERCIAL/RE REA IO Purpose. The purpose of this District is to encourage large, coordinated development that is beach-oriented and open to the public for both commercial and recreational purposes. Boundaries. District #9 is bounded by PCH on the south, Beach Boulevard on the east, Huntington Street on the west, and on the north by the proposed Walnut Avenue extension. Permitted Uses. (a) The following list of commercial recreation uses in District No. 9 may be allowed. Other visitor serving/recreational related uses as described in the Land Use Plan, and which have the same parking demand as the existing use not specified herein may be allowed subject to the approval of the Director. A change of use shall be subject to the approval of the Director. For example: Retail sales + Tourist related uses . Outdoor dining pursuant to S.4.2.32 (b) The following list of uses and any new construction, or change of such use in District No. 9 may be allowed subject to approval of a Conditional Use Permit. For example: Dancing and/ or Live entertainment . Hotels, motels Recreational facilities Restaurants Minimum Parcel Size. No minimum parcel size shall be required for this District. However, prior to approval of a Conditional Use Permit by the Planning Commission for any development, a master site plan for the entire District shall be approved by the Planning Commission. Development which is in conformance with the site plan may then be permitted. Maximum Densit /Intensit . The maximum intensity of development shall be calculated by floor area ratio (FAR) for this District. The floor area ratio shall apply to the entire project area. Floor area ratios shall be calculated on net acreage. (a) The maximum floor area for developments in this District shall be calculated with a multiple of 3.0. Maximum Buildin Hei ht. No maximum building height shall be required. Maximum Site overa e. The maximum site coverage shall be thirty-five (35) percent of the net site area. Note: A maximum of twenty-five (25) percent of the net site area can be used for parking and vehicular accessways. 4.11.06 Setback Front Yard). The minimum front yard setback for all structures exceeding forty- two (42) inches in height shall be fifty (50) feet, from PCH and Beach Boulevard. 57 Downtown Specific Plan DISTRICT #9 Revised 6/1/95 NOV-25-2003 TUE 02:34 PM MAKAR PROPERTIES FAX NO, 9492551129 P. 02 I 4100 MacArthur Blvd • Suite 200 • Newport Beach, CA 92660 • Phone 949 255 1100 • Fox 949 255 1 128 November 25, 2003 Ms. Rosemary Medel , Associate Planner City of Huntington Beach Planning Department 2000 Main Street Huntington Beach , CA 92648 Re: Hazardous Waste and Substance Site Statement - Pacific City Site Dear Ms. Medel: The application for the above project requires a declaration stating whether the project site is or is not located within a Hazardous Waste and Substance site pursuant to Section 65962.5 of the Government Code. The above project is NOT located within a Hazardous Waste and Substance site. If there are any questions please call me. Sincerely, Ethen Thacher Makar Properties, L LC is o 12003 H.\Proteclh\Acrlve_Protech\AtIonto Huntington Beach \Correspondence\Externol Correspondence\AHB_HOr- MOr_ 112503 doc THE ROBERT MAYER CORPORATION November 24, 2003 Ms. Rosemary Medel, Associate Planner City of Huntington Beach Planning Department 2000 Main Street Huntington Beach, CA 92648 Re: Hazardous Waste and Substance Site Statement The Waterfront - Third Hotel Dear Rosemary: The application for the above project requires a declaration stating whether the project site is or is not located within a Hazardous Waste and Substance site pursuant to Section 65962.5 of the Government Code. The above project is NOT located within a Hazardous Waste and Substance site. If there are any questions please call me at (949) 759-8091. Sincerely, The Robert Mayer Corporation Lawrence Brose Senior Vice President LFB:hs 660 Newport Center Drive, Suite 1050 Box 8680 Newpo rt Beach, California 92658-8680 (949) 759-8091 I, 0 CASH RECEIPT CITY OF hUNTINC;TON I €ACh P 0 BOX 711 HUNTINGTON B ACH HUNTINGTON BEACH, CAUFORNIA 92648 CIT' TRE, SURER -S HARI L FREIDENRICH -1 DATE ISSUING DEPT f 1,JV"J C TELE.# RECEIVED FROM r 1 l I 'S r v /\ A} C (A"(_ • i 1ADDRESS FOR i AMOUNT RECEIVED CASH PREPARED BY CHECK # CREDIT CARD RECEIVED BY IF OBJECT = 50000 THRU 90000, FINANCE APPROVAL Business Unit l C a Sub-Account City of Huntington Beach Planning DEC 01 2003 PAID Rec'd No.LU DATE m I I ISSUING DEPARTMENT COPY HB Environmental AssessmenLP evision Page 1 of 1 ID 0 Medel, Rosema ry From: Larry Brose [Ib@mayercorp.com] Sent: Friday, January 30, 2004 3:41 PM To: Medel, Rosemary Subject: RE: HB Environmental Assessment Revision Thanks! -----Original Message----- From: Medel, Rosemary [mailto:rmedel@surfcity-hb.org] Sent: Friday, January 30, 2004 3:25 PM To: 'LB@mayercorp.com' Subject : HB Environmental Assessment Revision Here you go. <<Checklist (1-28-04).doc>> Rosemary 2/25/2004 0I•010•40•.4411001-44 ARDA and the ARDA International Foundation gratefully acknowledge the sponsors whose financial contributions made this study possible. GOLD ISPONSOR: STARWOOD VAGATION OWNERSHIP SILVER `SPO S#OR: Branson Getaways Greenwich Capital Markets, Inc. Silverleaf, Inc. BRONZE SPONSORS: J & J Limited, Inc. Summer Bay Resort CONTRIB °UTING SPONSORS: Kosmas Group, Inc. FRIEND OF THE FOU=NDATION: Black Box Consulting ACKNOWLEDGEMENTS The AIF would also like to thank three organizations, Interval International, Orange Lake Resort and Country Club and RCI, whose fundraising efforts have raised thousands of dollars for industry research. "I Introduction and Acknowledgements .................................................................... 3 Introduction ..................................................................................................... 5 Acknowledgements ............................................................................................... 5 Research Findings ............................................................................................1 Number Of Resorts ................................................................................................ 9 Number Of Units .................................................................................................10 Sales Volume ....................................................................................................11 Average Price Per Week ............................................................................................11 Average Maintenance Fees .........................................................................................13 Number Of Weeks Owned .........................................................................................14 Number Of members/Owners ...................................................................................... 15 Top Five Purchase Motivations ......................................................................................16 Utilisation Of Timeshares ..........................................................................................16 Satisfaction With Timeshare Ownership ..............................................................................16 Key Demographic (haracteristics Of Timeshare Owners ..................................................................11 Awareness And Opinions Of Timesharing Among Public .................................................................18 NOTE REGARDING PROFESSIONAL COUNSEL: It is not ARDA's intent to provide, nor does the information herein constitute legal or other professional council. If you require expert advice of any sort, please contact a competent professional directly. Copyright 2003, the ARDA International Foundation. All rights reserved, No part,ofthis publication may be reproduced, stored in a retneval`system or transmitted in-any form or by any means electronic, mechanical or, otherwise, including photocopying, distribu- tion by facsimile, recreation as an electronic document by computer scan, etc., without prior written permission secured from the pub- lisher. Send inquiries to: ARDA, 1201 15th Street NW, Suite 400, Washington, D.C., 20005 Page 1 Page 3 • • 'II I I 1 I INTRODUCTION This report presents data and estimates regarding a number of key characteristics of the vacation ownership industry in the United States and worldwide. Characteristics described in this report were specifically requested by the American Resort Development Association based on past experience regarding the types of information about the industry most widely requested by the many potential users, including developers, investors, consultants, the press, governments, and others. A key challenge in describing the vacation ownership industry is its tremendous dispersion. Vacation ownership resorts are scattered across 47 U.S. states and more than 95 countries . Owners/members reside in more than 270 count ries. Many resorts are in relatively rural, out-of-the -way resort areas. And although the U.S. vacation ownership industry is increasingly consolidated , the vast majority of companies involved in vacation ownership development and management worldwide are comparatively small concerns , which increases the number that must be contacted to obtain representative samples. For these reasons, consistent and reliable data regarding the industry has not always been available. A major goal of this report is to not only describe the industry as of the close of 2002 and beginning of 2003 but , where possible , to also fill in the intervening years since similar data last was published by ARDA. All currency figures presented in this report are in U.S. dollars, based on exchange rates as of the date of this report. Ragatz Associates reserves the right to revise all figures presented in this report, in the event that additional data becomes available. ACKNOWLEDGEMENTS Ragatz Associates wishes to particularly thank the following contributors, without whom this report would not have been possible: • The ARDA International Foundation, which provided financial support for this study and many of the predecessor studies relied upon in this report. The Foundation also represents a forum for knowledgeable industry participants and users to indicate the type of information that would be most helpful, to refine techniques for collecting the information, and to help disperse the information to those who can make best use of it. • The many vacation ownership members/owners worldwide who took time out of their busy lives to respond to survey questionnaires about the industry in which they have invested their assets and vacation hopes and dreams. Without their participation, much of the information presented in this report would be impossible to obtain. • The vacation ownership developers, managers, and other staff who provide financial support for industry research and take the time to respond to industry surveys. These individuals and their companies recognize that information is part of the currency that helps the industry grow: that investors do not support, and governments do not encourage, industries they do not understand. • The two international vacation ownership exchange companies, Interval International and RCI, which consistently have provided data and financial support for vacation ownership industry research over more than two decades. In particular, this report would not have been possible without the encouragement to engage in independent industry research, and the financial backing to do so, of RCI (the parent company of Ragatz Associates). STATE OF THE INDUSTRY REPORT - Page 5 Page 7 I NUMBER OF RESORTS As of January 1, 2003 some 5,425 timeshare resorts could be identified worldwide. Of these, 1,590 were located in the United States. The U.S. figure indicates a growth rate averaging 4.7% per year Vacation Ownership Resorts Janua 1, 2003 Location of Resort Timeshare Fractional Ownership United States 1,590 123 Worldwide 5,425 138 from 1,204 resorts as of January 1997 1 , the last time a comprehensive count was conducted using the same criteria, to January 2003. Previous worldwide numbers based on precisely the same criteria are not available, but it appears that growth has averaged Number Of Timeshare Resorts: Top 10 States Janua 1,2003 about 3.0% per year since 1994, when the last similar count found State 4,145 timeshare resorts worldwide.2 Florida Florida remains the timeshare resort leader among U.S. states, as it Californiahas been virtually from the beginning, with 366 resorts. California follows in a distant second place with 125, while South Carolina is third with 119. South Carolina Colorado Only 138 fractional ownership resorts are known to exist worldwide.HawaiiOf the worldwide total, fully 123 are located in the United States. These counts do not include the many individual vacation homes and North Carolina condominium/ apartment units that are owned by multiple `Nevada households. Credible long-term counts are unavailable against which Missourito measure the growth of fractional ownership resorts. A few resorts include both fractional interest and timeshare units.Texas Arizona Resorts 366 125 119 75 73 59 56 49 49 46 The United States Timeshare Industry- Overview and Economic Impact Analysis, conducted by Steven Miner Research & Appraisal, KPMG Peat Marwick LLP, and the University of Southern California for the American Resort Development Association, 1997. 2 The 1995 Worldwide Resort Timeshare Industry, conducted by Ragatz Associates, Inc., for the Alliance for Timeshare Excellence, 1995 Page 9 I NUMBER OF UNITS As of January 1, 2003 there were about 325,000 timeshare units worldwide. Of these, 132,000 were located in the United States. The average size of a timeshare resort is about 60 units worldwide, and 83 units in the U.S. Vacation Ownership Units Janua 1, 2003 Location of Resort Timeshare Fractional Ownership3 United States 132,000 3,300 Worldwide 325,000 3,700 Among U.S. states, Florida offers by far the largest number of timeshare units at nearly 28,000 , followed by South Carolina with just over 12,000 and California with nearly 12,000. Number Of Timeshare Units: Top 10 States January 1, 2003 State Timeshare Units Florida .27,700 South Carolina 12,100 California 11,900 Colorado 6,250 Virginia 5,560 Missouri 5,530 North Carolina 5,360 Nevada 5,000 Hawaii 4,830 Arizona 4,640 3 Unit counts revised downward from previous estimates due to more complete information Paqe 10 • I SALES VOLUME During calendar year 2002 it is estimated that worldwide sales volume for timeshares sold by developers was $9.4 billion at current exchange rates. Of this, $5.5 billion represented $9 sales of U.S. timeshare inventory. As shown in the accompanying graph, worldwide timeshare sales volume leveled out in the mid-1990s before resuming rapid growth late in the decade and into the new century. The sib mid-1990s leveling off reflected the sharp downturn in the Asia and internal Mexico markets that occurred at about that time, while the up-tick in the late 1990s was due to strong growth in the U.S. market supplemented by strength in selected areas of Europe and Asia. It is noteworthy that U.S. vacation ownership sales figures for the past two years show strong growth, indicating that the terrorism events of third quarter 2001 had little impact on overall industry volume. Fractional ownership sales volume during the past three to four years has been driven primarily by the high end of the market.4 The vast majority of activity is in the United States, but several properties in active sales are located in Canada, the Caribbean, Mexico, and Europe. $6 $5 • Timeshare Developer Sales-Volume '$ 0 $8.60 $7.72 $6.72 6.13 Worldwide And U.S". (US$000;000,000) 1 .76- 3.74 - 324 5.71 5.25- 2.20- .20 - 3.65 3:15 - 2.70 $ 0 .80 -e- Worldwide U.S. so 1990 1991 -1992 1993 --1994 1995 1996 1997 `1998 -1999 2000 - 2001 2002 Source RagatzAssocirnes,. 4 Overall fractional interest sales volume declined between 2001 and 2002 by about 5% When divided into puce segments based on aggregate sales volume per square foot of unit, both the under-$500/sq ft. and $1,000+/sq. ft segments declined, while the $500-$1,000/sq ft. segment increased Also, sales volume estimates for 2001 and prior have been revised downward based on two factors (1) pre-sales that did not result in closings due to a weakening economy or time lags between reservation and unit completion, and (2) improved information regarding the under-$500/sq ft. puce segment. Vacation Ownership Developer Sales Volume Calendar Year 2002 Fractional Location of Resort Timeshare Ownershi United States $5.5 billion $342 million Worldwide $9.4 billion $373 million Page 11 I I1 AVERAGE PRICE PER WEEK Worldwide, the Average Vacation Ownership Developer Sales Pricesaverage price for a week of annual timeshare use Per Week Of Annual Use sold by developers during Calendar Year 2002 2002 is estimated as $10,600. For U.S. timeshares the average is estimated as $14,500. The 1998 worldwide timeshare study 5 estimated the worldwide Fractional Location of Resort Timeshare Ownershi United States $14,500 $31,200 Worldwide $10,600 $31,600 average price as $8,334.Timeshare Price Detail And Trends - United StatesComparison of the current estimate with that figure indicates that prices Average Transaction (Regardless of Number of have increased at an Weeks or Points Purchased average rate of 6.2% per year in the intervening four years, similar to the rate of increase in the U.S., by market. far the largest Since 1978 the average rate of price increase for U.S. timeshares has been about 4.9% annually. A national study of the U.S. dintimeshare tusry Purchases from developers $14,800 Resale purchases $6,000 Average Price Per Week Of Annual Use (Excludes Points Purchases from developers $14,500 Annualized rate of increase since 2000 4.3% Annualized rate of increase since 1996 6.4% Annualized rate of increase since 1978 4.9% conducted on behalf of Resalepurchases $5,000 ARDA showed an average Annualized rate of increase since 2000 0.0% price per week of $10,000 in 1996 6 . Therefore, the 2002 figure of $14,500 per week indicates an average increase of 6.4% annually during the intervening six years. This is in keeping with other data indicating that developers increased prices significantly during the late 1990s. Since 2000 the average rate of increase has been a more modest 4.3% annually. In the U.S. the estimate regarding average prices for a fractional ownership week declined slightly in 2002 (from $34,000 previously). This is due to a change in product mix in this small market, plus more complete information this year regarding moderately priced fractions. Worldwide, the average price of a fraction increased slightly. The average price per week for fractional ownerships remains substantially higher than for timeshares primarily because most fractionals currently being marketed are exceptionally upscale. When offerings of similar quality are compared, the price per week of a fractional ownership typically is lower than for a timeshare. The 1998 Worldwide Resort Timeshare Industry, conducted by American Economics Group, for the American Resort Development Association 6 Ibid, note 1 Page 12 I AVERAGE MAINTENANCE FEES The average Average Maintenance Fee Per Week Of Annual Usetimeshare maintenance fee worldwide as of January Janua 1, 2003 1, 2003 was about $325 Fractionalper week of annual use.Location of Timeshare Timeshare OwnershipIn the United States it was about $385 per week United States $385 $710 of annual use. These fees Worldwide $325 $725 include property taxes, where applicable, but do not include any additional per night fees such as are typical of many Japanese timeshare resorts. Fractional interest maintenance fees worldwide average about $725 per week of annual use. For fractional interests located in the United States the estimate is $710 per week of annual use. Average fractional ownership maintenance fees tend to be higher than average timeshare maintenance fees due to the influence of luxurious "private residence clubs," which skew the average. For a similar size and quality of unit, fractional interest maintenance fees actually tend to be the same or lower than for a timeshare week. The worldwide average maintenance fee for fractionals is higher than for U.S. resorts because most fractionals offered outside the U.S. are of above-average quality. Overall, it should be noted that the average timeshare worldwide is a smaller unit than the average U.S. timeshare, which in turn is smaller than the average fractional ownership unit. This significantly affects the averages. Page 13 1 11 NUMBER Of WEEKS OWNED Consumers owned the rights to utilize an estimated 10.7 million timeshare weeks worldwide, or the equivalent in points, as of January 1, 2003. Of these, an estimated 4.9 million represented U.S. timeshare weeks. Vacation Ownership Weeks Of Annual Use Owned By Consumers Location of Timeshare United States Worldwide -Owned-By-Consumers 10 Janua 1, 2003 Fractional Timeshare Ownershi 4.9 million 221,400 10.7 million 248,600 Timeshare Weeks-Of Annual-Use- -'(000;000) _9.9 9.05 8:18 - _----- 7.:4 6.67-- 5:96 5.28___ 50 -- :3:55 .47 2 61.2.372-14 --- 190 - 0 Worldwide - U.S. 1990 1991_.-1992- 1993 1994 1995 1996 1997 1998 1999 :2000_::2001 2002 -2003 Source. Raga tz Associates. Worldwide And _U.S. _:. :..2.-3.00 Page 14 i NUMBER Of MEMBERS/ OWNERS Worldwide it is Vacation Ownership Member/Owner Householdsestimated that 6.7 million households Janua 1, 2003 owned timeshares as of January 1, 2003. Of Location of Resortthese, 3.0 million owned in the United States. The United States accompanying graph Worldwide shows trends in the number of timeshare Fractional Timeshare Ownership 3.0 million 27,700 6.7 million 31,700 owners worldwide, and -- --- ---- --=Timeshare-Member/Owner=Households -the number owning timeshares located in the ; ' - -Worldwide -AntU:S. U i d Sntetates.rnnn,_Oo The estimate of 3.0 _A million U.S. timeshare owners represents households who own timeshares in the United States, regardless of -F - • - -0 Worldwide where they reside. The total number of U.S. - - - ` -__-LL--- U.S. residents who own timeshares anywhere is higher than this figure because many own in Mexico and the Caribbean, while a smaller number of foreigners own in the U.S. -°1990 -1991='1992 - -1993 -1994 -1995 1 996 -1997 -1998 -1999 2000-- 2001 -2002 2003 Source Ragatz Associates Page 15 0 I I I TOP FIVE PURCHASE MOTIVATIONS Among buyers of timeshares located in the United States, the top five purchase motivations are as shown in the accompanying table. These may be summarized as flexibility (which has a variety of dimensions including location, unit size, and time of year), quality accommodations, credibility of the timeshare company, and an appealing resort. This data is based upon 1,184 responses to a random survey of RCI members who reside in the U.S. and Top Five Timeshare Purchase Motivations based on % of "very important" ratings Overall flexibility; ability to use different locations, unit sizes, times of year, as applicable 86% Certainty of quality accommodations 84% Exchange opportunity with other resorts through exchange company 80% Credibility of timeshare company 77% Liked timeshare resort, amenities, unit 72% purchased a timeshare located in the U.S. between August 2001 UTILIZATION OF TIMESHARES The 8% non-usage factor cited by timeshare owners indicates that fully 92% of the sold time in U.S. timeshare resorts is occupied in some manner. It should be noted that this utilization rate applies only to time that has been sold to consumers, and does not include either weeks held for maintenance, or unsold inventory. This data is based upon 1,857 responses to a random survey of RCI members who reside in the U.S. and owned a timeshare located in the U.S. for at least 12 months prior to August 2002. SATISFACTION WITH TIMESHARE OWNERSHIP Among U.S. timeshare owners the satisfaction rate is 84%, including 55% "very satisfied" and 29% somewhat satisfied." It should be emphasized that these are industry averages: figures for individual programs vary widely. This data is based upon 1,857 responses to a random survey of RCI members who reside in the U.S. and owned a timeshare located in the U.S. for at least 12 months prior to August 2002. and July 2002. Overall Satisfaction With Timeshare Ownership Very satisfied 55% Somewhat satisfied 29% Neutral 6% Somewhat dissatisfied 7% Very dissatisfied 3% Total 100% How U.S. Timeshare Owners Utilized Time During Prior Year Used personally 26% Exchanged/space banked 58% Given away 4% Rented 4% Left unused (vacant)8% Total 100% Page 16 0 1 11 I • KEY DEMOGRAPHIC (HARA(TERISTI(S Of TIMESHARE OWNERS The accompanying table describes key demographic characteristics of U.S. timeshare owners. It should be emphasized that these are industry averages: significant differences exist among owners in individual programs. This data is based upon 1,857 responses to a random survey of RCI members who reside in the U.S. and owned a timeshare located in the U.S. for at least 12 months prior to August 2002. Ke Demo ra hic Characteristics of U.S. Timeshare Owners Household T e A e of Household Head Married cou le 84%Under 25 <1% Sin le/divorced/widowed female 9%25 to 29 2% Sin le/divorced/widowed male 4%30 to 34 3% Other 3%35 to 39 7% 40 to 44 11% Total 100%45 to 49 15% 50 to 54 18% Children In Household 55 to 59 15% 0 51%60to64 11% 1 21%65 to 69 9% 2 19%70 to 74 5% 3 or more 9%75 or over 4% Total 100%Total 100% Mean .9 Mean 53 Median 53 Housin Tenure Owner 95%Household Income 2001 Renter 5%Under $15,000 <1% 15,000 to $24,999 1% Total 100%$25,000 to $34,999 4% $35,000 to $49,999 11% Educational Attainment of Res ondent $50,000 to $74,999 24% Did not com lete hi h school 1%$75,000 to $99,999 25% Com feted hi h school 24%$100,000 to $149,999 23% Two- ear colle e d ree 20%$150,000 or more 12% Bachelor's de ree 26% Graduate or rofessional de ree 30%Total 100% A roximate median $85,000 Total 100% Educational Attainment of S ouse if a licable Occu ation Professional/technical 33% Did not com fete hi h school 2%Retired 26% Com leted hi h school 31%U er, middle mana ement 17% Two- ear colle e d ree 20%Self-em lo ed 10% Bachelor's de ree 23%Sales, marketin 4% Graduate or rofessional de ree 24%Blue collar 3% Clerical 3% Total 100%Homemaker 3% Student <1% Total 100% Note: Some items ma add to more or less than 100% due to roundin . Page 17 • I • AWARENESS AND OPINIONS OF TIMESHARING AMONG PUBLI( Among the U.S. public with household incomes of $25,000 or more who have never owned timeshares: • Heard of timesharing: When asked, "First, have you heard of the resort timesharing concept? It is also sometimes known as "vacation ownership." some 87% respond "yes." • Opinions of timesharing: When asked, "What is your overall opinion of the resort timesharing concept?" responses are distributed as follows: "very positive," 6%; "somewhat positive," 21%; "neutral," 41%; "somewhat negative," 14%; "very negative," 17% Awareness And Opinions Of Timesharing U.S. Households, Never Owned Timeshare, Income $25,000+ Heard of Timesharing Opinions of Timesharing Very positive Somewhat positive Neutral Somewhat negative Very negative 87% 6% 21% 41% 14% 17% The survey was conducted based on a Total 100%random sample of U.S. households with incomes of $25,000 or more - the income group representing the vast majority of existing timeshare owners. The survey sample was supplied by Survey Sampling, Inc. Based on random digit dialing designed to encompass the entire 50 United States and the District of Columbia, the list was then checked for working numbers, with known business numbers eliminated. Area codes with median household incomes under $25,000 were eliminated from the sample. Interviewees also were asked to indicate the income category representing their 1999 household incomes. Any who did not confirm incomes of $25,000 or more were eliminated from the survey results. The overall survey response rate was 40%.7 A total of 652 interviews with households indicating they have incomes of $25,000 or more were completed during July 2000. Some 45 respondents indicated they are current or former timeshare owners, and were eliminated from the analysis, leaving a net of 607 responses. Based on this number of responses, the reader can be 95% confident that responses to the survey questions would have been within plus or minus 4% of the figures presented in this report had all U.S. households with incomes of $25,000 or more who have never owned a timeshare been interviewed for the study. 7 Based on responses as a proportion of completed interviews plus declines and respondent-terminated interviews. Page 18 ram,„ I AAf TIMESHARE INDUSTRY REPORT 2001 UPDATE a CITY OF HUNTINGTON BEACH CITY OF HUNTINGTON BEACH ECONOMIC DEVELOPMENT DEPARTMENT MARCH, 2001 1 Timeshare Industry 2001 Update ASSIGNMENT David Biggs requested an update of the report completed by Robert Charles Lesser & Co. in 1995. The format is consistent with the 1995 consultant report. The primary objectives of the study were to evaluate the current timeshare market; provide a current and historical overview of the timeshare market; determine the demographic and socioeconomic profile of timeshare purchasers; survey competitive developments in Southern California; and conduct a quantitative demand analysis to determine potential capture of timeshare unit sales in downtown Huntington Beach. Research included: 1. 2. 3. 4. 5. 6. 7. Review of 1995 Report by Robert Charles Lesser & Co. Research of Periodicals Survey of Cities Timeshare Purchasers: Who They Are, Why They Buy, 1998 Edition by RCI Consulting Telephone Interview with Dick Starr of Economic Research Associates, Chicago, Ill. Telephone Interview with Diane Baker, Huntington Beach Conference and Visitors Bureau List of California Timeshare Projects from California Department of Real Estate MAJOR FINDINGS, CONCLUSIONS AND RECOMMENDATIONS An updated analysis indicates there is demand for timeshare units in Huntington Beach, particularly near the beach and downtown. • Total households owning timeshares in the United States have increased from 100,000 in 1978 to almost 2 million 1998. Experts in the industry project that future growth will continue to be strong as baby boomers mature and enjoy increasing discretionary income. • Supply of timeshare projects includes more than 1,200 in the United States, with 145 of these projects located in California. • Nine projects, in four cities, were identified in the Primary Market Area that are considered competitive to the subject site. These projects contain 1,527 units and represent 77,877 one-week ownership periods, or intervals. Most of these intervals remain unsold due to the early phases of construction and sales. Most of the surveyed projects are located near the coast, with a beach orientation. Beach access is generally the most important amenity for a timeshare development, according to the RCI Survey of over 10,000 timeshare purchasers. 2 • Based on households and income levels in the Primary Trade Area (San Diego County, Orange County and Los Angeles County), historical propensities to purchase timeshare units, estimated market growths, and potential site captures, analysis indicates there is current demand for timeshare units in the Huntington Beach downtown area. Based upon market trends, according to the 1998 RCI report, one of the largest untapped markets is in California, expected to purchase 138,250 timeshare intervals in the next few years. • A timeshare project would generate several million dollars in consumer spending. Using Marriott's reported weekly spending averages , with occupancy at 90%, a timeshare project would generate over $7 million of purchases to local economies per year for each 100 units ($1,568 X 100 units X 51 intervals per year X 90% occupancy = $7,197,120). In addition to consumer spending, innovative cities are fording ways to capture transient occup ancy taxes for timeshare units not in use by buyers. If TOT is collected, direct revenues to the City would be greatly enhanced. THE SUBJECT PROPERTY Although no plan for timeshare has been proposed to the City, future development of the 31-acre Ocean Front Plaza site by Capital Pacific Holdings could include a timeshare/interval ownership component . The site is located on the northeast corner of Pacific Coast Highway an d 1St Street in the City of Huntington Beach. The subject property is directly across Pacific Coast Highway, with the Pacific Ocean to the south. The Pier and newly developed Pier Plaza improvements are two blocks to the west of the beach directly across Pacific Coast Highway. Across from the pier is Main Street and the downtown area with theaters, shops and restaurants. The site is surrounded by a variety of residential and commercial uses. Across Huntington Street to the east is the Waterfront Hilton Beach Resort, an upscale 290 room hotel and conference facility. Adjacent to the Waterfront Hilton is a proposed 520 room Hyatt Regency Resort with 52,000 square feet of conference space and a pedestrian bridge over Pacific Coast Highway to link to improved beach facilities. At the time this report was prepared, the Hyatt Regency was in the grading phase of construction. A Marriott Residence Inn and upscale shopping project are also proposed in the downtown area. Overall, the area is highly desirable as a timeshare location. The location near the pier and downtown restaurants and shops adds interest to the immediate area, making it more attractive to repeat visitors. Recent fine dining additions and proposed quality retailers further enhance the area as a tourist destination. Beach locations are the first choice for timeshare buyers, according to the 1998 RCI Survey. The "Surf City" image of Huntington Beach may make it the most famous beach on the West Coast. The Southern California region draws visitors to the beaches, Disneyland, Knott's Berry Farm, Catalina Island, South Coast Plaza, San Diego attractions such as Sea World and the San Diego Zoo, and Los Angeles attractions such as Universal Studios. 3 TIMESHARE MARKET OVERVIEW Timeshare is considered one of the fastest-growing segments in the hospitality industry.' In 2000, there were 1,200 resorts and 64,000 units in the United States,2 and nearly 5,000 resorts worldwide. United States timeshare sales volume is approaching $3 billion annually, with 1.9 million owners in 1998. Global sales of $8.1 billion were reported in 1998, representing only 3 percent of total hospitality sales. Major hotel companies with corporate name recognition have expanded into the timeshare industry, therefore the product is improved, new concepts introduced, and the "entire industry has grown in stature and credibility."3 Buyers are likely to be married, better educated, in a higher income bracket, and traveling with families.4 Baby boomers 45-60 are the largest group of purchasers, "reaching an age of discretionary time, income, and a propensity for quality-of-life decisions."5 U.S. households owning timeshare properties was 1.95% in 1998. The proportion increases with income, according to 1998 estimates: Household Income Households Ownin Timeshares in U.S. < $35,000 .38% $35,000- $50,000 1.84% $50,000 - $100,000 4.42% >$100,000 5.93% According to Dick Starr of Economic Research Associates of Chicago, timeshare products can be very successful with four key ingredients: • Good product, especially in a mixed activity with hotel use and in quality development with amenities and year-round appeal • Good, desirable location • Flexibility of trade options through hotel chain point system or exchange company • Good management, noting timeshare projects are very management intensive6 Exchan e Corn onent "The industry exchange is a primary motivation for buyers who seek diverse vacation options."7 When asked why timeshare buyers made their purchase, 84.2% stated the top reason as the "exchange opportunity with other resorts."8 ` "Scaling Up," by Nancy Egan, Urban Land, August 2000, p. 99 2 "Design Driven," by Bradley Grogan, Urban Land, August 2000, p. 104 3 Timeshare Purchasers: Who They Are, Why They Buy, 1998 Edition, RCI Consulting, p. 5 4 "Design Driven," by Bradley Grogan, Urban Land, August 2000, p. 104 5 "Scaling Up," by Nancy Egan, Urban Land, August 2000, p. 13 6 Interview with Dick Starr by telephone, Sep. 21, 2000 "Exchanges Add Value to Vacation Investments," by M. S. Baumann, H & MM, July 17, 2000, p. 18 8 "Timeshare Purchasers: Who They Are, Why They Buy," 1998 Ed., p.23 4 There are two major exch ange companies that are used by timeshare owners, Resort Condominiums International and Interval International. Exchange companies have become a vital component of timeshare, allowing consumers the freedom necessary for the industry to thrive.' These exchange companies provide services, including: Reservation and exch ange support Back office support Cost effective reservations, customized for members Facilitated exchanges, owner offers week for exchange Collect small fee for completing transaction Internal benefits: options within management firm or developer External benefits: industry-wide offerings The 1998 RCI survey indicates 83.5 percent of current timeshare owners have been on at least one exch ange vacation . Nearly all owners stated they intend to maintain membership with their exchange company.2 SUPPLY CHARACTERISTICS AND MARKET OVERVIEW Current and Pro osed Develo ments A survey of cities in the Primary Market Area indicates nine projects that would compete with a potential timeshare resort in Huntington Beach: C Anaheim Carlsbad Dana Point Hermosa Beach Laguna Beach Long Beach Manhattan Beach Newpo rt Beach Oceanside Redondo Beach San Clemente San Diego Santa Monica Seal Beach Ventura Activi No activity 4 projects No activity No activity No activity (prohibited) No activity No activity 2 projects 2 projects No activity No activity 1 project No activity No activity No activity3 1 "Exchanges Add Value to Vacation Investments ," by M..S . Baumann , H & MM, July 17, 2000, p.182"Timeshare Purchasers: Who They Are, Why They Buy," 1998 ed., p. 35 3 Source: City Economic Development and Planning Departments 5 Com etitive Su 1 of Current and Pro osed Develo ments It should be noted that each unit has 51 weekly intervals to sell, plus one week reserved for annual maintenance. 1. Marriott's Ne ort Coast Ne ort Beach 650 units 33 150 intervals 650 2 bedroom/2 bath units, expected completion in 2006 1St phase of 55 completed units/2,805 intervals sold out 250 units under construction, sold through 2001 completions Marriott is currently selling interval ownerships at its resort in Newport Coast, ten miles south of Downtown Huntington Beach. The project is golf-oriented, with views of the ocean. The beach is less accessible than in Huntington Beach, due to a greater distance, hilly terrain and coastal bluffs above the beaches. The resort is surrounded by the Pelican Hill Golf Course, so is more isolated than a potential downtown Huntington Beach project. Although this would be the primary competition, Marriott's strong golf orientation, lack of proximity to beach, and isolation from local activity would make it a very different vacation experience than a beach-oriented project in Huntington Beach. 2. Ne ort Dunes Resort Ne ort Beach 75 units 3,825 intervals 75 units proposed in conjunction with new hotel, Subject to approval of City Council May be impacted by recent voter-approved growth measure in Newport Beach 3. Aviara/Four Seasons Resort Carlsbad 234 units 11 934 intervals First phase of 78 2-bedroom villas completed. Second phase of additional 78 villas expected to be completed in mid-2001. Final 100 units expected to be completed in 2002. 4. Carlsbad Sea ointe Carlsbad 91 1 -bedroom and 2-bedroom units 5. Grand Pacific Palisades Reso rt Carlsbad 101 timeshare units (+90 hotel rooms) 6. Carlsbad Ranch Carlsbad 30 units in early stages of entitlement 7. Trendwest Oceanside 140 units under construction in harbor area 91 units 4 641 intervals 101 units 5 151 intervals 30 units 1 530 intervals 140 units 7 140 intervals 8. Manchester Resort Oceanside 150 units 7 650 intervals Proposed 150 timeshare units and proposed hotel in early stages of entitlements 9. Harbor Li hts San Die o 56 units 2 856 intervals San Diego historic Gaslamp District 6 Weekl Vacation Rentals The most competitive vacation rental market in the Primary Marketing Area is the coastal area of Newport Beach, specifically the Newport Peninsula and Balboa Island. Weekly rents in this area can command as much as $12,000 during the peak summer season for a newer, beachfront property in the best areas. A more typical older oceanfront beach cottage has an average weekly rate of $1,600 for a two-bedroom home and an average weekly rate of $2,500 for a three-bedroom home. It should be noted many of these properties are directly on the beach. It should also be noted that the supply is of fair quality, without the amenities many travelers have come to expect and may not appeal to the timeshare purchaser. By applying the standard timeshare conversion rule of weekly rental rate times a factor of ten, the timeshare equivalent for a weekly interval prices would be $16,000. This price is consistent with the sales prices for actively selling, beach-oriented timeshare projects. Real estate agents report that the "demand is huge," and has grown in the last few years.' DEMAND ANALYSIS Demand in California Market trends estimate that up to 10% of U.S. households earning more than $50,000 per year will own timeshares. The largest untapped demand, at 10% penetration rate is in the following states: Texas 150,475 California 138,250 Illinois 114,750 New York 107,450 The percentage of timeshare owners increases significantly with higher household income: 40.9% of timeshare owners have household income > $75,000 20.7% of timeshare owners have household income > $100,000 Where California purchasers' timeshare units are located, according to RCI survey: Seashore/ocean beach area 50% Golf-oriented resorts 28.9% Snow skiing-oriented resorts 20.3% Disney World/Orlando 13.3% Gambling locations 7.5% Desert area 6.7% 1 Source: Cannery Village Property Management Property Listings and Interview with agents. 7 Huntington Beach is growing in prominence as a visitor destination . The downtown area has become a positive environment for hospit ality uses with the synergy of the "Surf City" name, the active Conference and Visitors Bureau, the new Hyatt Regency under construction , the existing successful Waterfront Hilton Beach Reso rt, and the proposed Marriott Residence Inn. The proposed South Beach improvements, recently completed Pier Plaza, and momentum of high quality development occurring in the downtown area form a rich backdrop to the primary draw of the beach. These forces, working together, could provide for successful sales of timeshare intervals in the Huntington Beach downtown. Brand names bring with them infrastructures of marketing and customer loyalty, which could enhance the success of a proposed project. Hilton, Hyatt, and Marriott already have a presence or planned presence in the downtown and could utilize completed facilities to support sales and marketing for a new project. Other brands which have expanded into timeshare projects such as Disney, Westin, Four Seasons, Ritz Carlton, Radisson, Starwood, and Sheraton may be interested as the proposed Hyatt Regency and Marriott Residence Inn are added to the downtown mix. Marriott's Pro am The Marriott definition of vacation ownershi is: Deeded property purchase of a vacation villa for one or more weeks within a "floating time" system, which allows scheduling each year's vacation during the most convenient week within a specified season. The economic impact per average visit, according to Marriott is: •Food and beverage $475 •Airfare $387 •Entertainment $245 •Shopping $217 •Transportation $148 •Other Lodging $ 64 •Other 32 TOTAL $1,568 per average visit The occupancy rate for timeshare-generated rooms per year is greater than 90%, according to Marriott. This compares with the expected 2001 Orange County average hotel occupancy rate of 73% estimated by Bruce Baltin of PKF Consulting. 1 The demographic profile for Marriott Vacation Club International, with its 41 resorts, varies from average timeshare purchasers: ' "Anaheim Expects a Good 2001," Los Angeles Times, December 13, 2000, p. D1 8 Avera e Timeshare Purchaser Marriott Vacation Club Household Income:$80,000 $120,000 Bachelor's Degree or higher 63%85% Average Age 40-49 45-55 The lifestyle profile for Marriott Vacation Club International is: Family Status Married, kids school age to college Education 50% with post-graduate degrees Leisure Profile Golf, tennis, sailing, hiking, skiing Travel Profile Weekend getaways, foreign travel, exotic culture, nature, variety Social Profile Theaters, museums, culture, fine dining, outdoor gardens, intellectual, family focusl Beach areas tend to be most popular among married couples, younger persons and the more affluent. Ski areas tend to attract the younger crowd and golf locations are most attractive to the more affluent, according to Marriott. According to Marriott, approximately 35% of its Newport Coast sales have been to Orange County residents. This percentage was higher than anticipated by Marriott, which has determined local residents purchase for a variety of reasons, including: anticipated trades through Marriott Vacation Club, a high percentage of Orange County residents fit within the target market/customer profile, and intention of use by business and personal guests of local purchasers. Marriott has utilized their Newport Beach hotel as a marketing tool to support its Newport Coast project. Fashion Island gift certificates, Newport Beach Marriott stays, and other incentives are given to potential timeshare interval purchasers. ECONOMIC IMPACTS The Marriott example of average spending in various categories, with a per visit average total of $1,568, indicates significant spending potential for each sold interval. It should be noted that Marriott states a higher household income than average timeshare buyers. However, it could also be expected that a high quality product in a prime Huntington Beach location would also likely have buyers of higher household income than buyers of average products and locations. Additionally, for every dollar spent by a timeshare visitor, roughly one additional dollar is indirectly generated in the area due to the multiplier effect. The RCI Survey notes, "when vacationers have paid in advance for the rooms, they tend to spend more at the resort during the visit, giving the 1 Source: Marriott Lodging 9 developer/operator greater consistent occupancy from travelers with more disposable income." 1 According to the 1998 RCI survey, the impact of timeshare units on local tourism patterns varies from non-timeshare visitors by providing local destinations with loyal visitors who return to an area for repeated and longer visits. In its 1998 survey report, RCI notes, "destination-loyal visitors are the backbone of a local tourist economy." In addition to providing repeat visitors, timeshare projects provide a steady flow of visitors throughout the year. This is especially valuable in the Southern California coastal areas where most tourists visit during the peak summer months. TRANSIENT OCCUPANCY TAX Transient Occupancy Tax (TOT) is added to visitor accommodation rates. TOT is fully paid to the City in which the hotel is located. Huntington Beach has a TOT rate of 10%. The TOT rate is established by each city, with 10% being a typical Orange County rate. Anaheim has the highest Orange County TOT rate at 14%, while Costa Mesa has the lowest at 6-8%. Huntington Beach received $2,400,000 of TOT in 2000 from its 1,216 hotel and motel rooms. This "bed tax" is required for stays of 30 days or less. Although timeshare buyers and exchangers do not pay transient occupancy tax when they use their units, TOT is collected when units become available for overnight use due to owner exchanges. In these cases, the timeshare unit is rented out much like a hotel room. The industry standard is that 20% of the annual usage of the timeshare units would be nightly rentals to those other than timeshare owners or exchangers. TIMESHARE PROJECTS IN REDEVELOPMENT AREAS An advantage of timeshare projects in redevelopment areas is tax increment financing. Tax increment is the difference in property taxes received prior to development and the property taxes collected after improvements. Taxing agencies receive the same amount as before the property was improved, and the net increase in property taxes is directed to the Redevelopment Agency. This revenue can be a valuable financing tool. Timeshare sales of weekly intervals allow the property valuation and assessment for property taxes to be higher than similar intensity uses such as hotel units. For example, the sale of 1 week at $15,000 X 51 weeks = $765,000. The assessment of $765,000 X the number of units developed, plus other property amenities such as spas or restaurant uses, would be used by the Tax Assessor to determine the project valuation for property taxes. The Tax Assessor does not use the gross per unit value in establishing the final assessed value, but typically discounts the per unit sales price to reflect the high costs of marketing a timeshare unit for sale and the exchange rights to for intervals at other locations. These discount rates vary from project to project, but could be as high as 50%. 1 " Timeshare Purchasers: Who They Are, Why They Buy," 1998 ed., p. 31 2" Timeshare Purchasers : Who They Are, Why They Buy," 1998 ed., p. 31 10 Recent Huntington Beach hotels sold for an average of $53,000 per room, according to a recent Orange County Business Journal report. In comparison, the estimated completion value of a room at the Hyatt Grand Coast Resort is $360,000 per room. It should be noted the Hyatt Grand Coast Resort has extensive conference, restaurant and other facilities not reflected in a per room cost. This contrast shows the significantly higher assessed valuation and increased tax increment for timeshares than for hotels, especially important in redevelopment areas. TIMESHARE MARKET ANALYSIS AND TRENDS Trends Many reputable hotel companies have expanded into the timeshare market. Corporate presence in the market has contributed to timeshares having become the fastest growing segment of the hospitality industry. Brand names increase customer confidence. Brands involved with timeshare/interval sales include: • Hilton • Marriott • Disney • Westin • Hyatt • Four Seasons • Ritz Carlton • Radisson/Carlson Companies • Starwood Hotels & Resorts Worldwide • Sheraton One new trend is that of themed developments, which have become more prevalent in the last few years. Some examples include: Disney's Key West with historic beach cottages, Orlando's Hilton Grand Vacation Club with its Bermudan theme, and Harbor Lights Resort in Myrtle Beach, South Carolina with lighthouse and tie-ins with local history and architecture. The quality is improving, and timeshare projects are focusing on establishing a sense of place. The resort itself is becoming the focal point of resorts vacations.' Niche market development is growing with multi-tiered products and a wider range of prices and amenities. There is more choice, in both the more affordable range and the more expensive range. "Greater emphasis now exists on product flexibility, brand difference benefits, amenities and multiple variations of ownership. Today's consumers seek value, convenience, flexibility and the highest levels of customer service."2 There is a growing trend to mix the product offerings of timeshare, hotel and single family to reach different types of customers. Developers are also "teaming timeshares i "Scaling Up," by Nancy Egan, Urban Land, August, 2000, p. 13, 102 2 "Scaling Up," by Nancy Egan, Urban Land, August, 2000, p. 94 11 with country clubs to increase the amenities of timeshare, spurring development of the residential country club."' Newer resorts have more hospitality components, with added amenities and services usually found in more luxury hotel settings. The trend is for increased areas dedicated to profit centers such as spa, wellness, relaxation and cosmetic services. The average used to be 6,000 square feet for such areas, but has increased to 20,000 square feet.2 According to the 1998 RCI study, prices are increasing due to larger units, upscale resorts, more sophisticated product and inflation. Two-bedroom units are expected to continue to dominate the timeshare market. Timeshare Ownershi Variations There are now several variations of the timeshare/interval ownership concept, including: Interval ownershi s or timeshares - give the investor the right to use properties for specified time periods during a year. The initial investment is typically small: perhaps $2,000 down on a total mortgage of $20,000 financed at 14 to 15 percent over five to seven years. For the developer, this means units can be sold as 50-plus weeklong intervals during the year. The return is substantial, even after marketing costs are deducted. The developer also has the option to sell the purchase contracts to raise equity.3 The standard timeshare unit usually is a two-bedroom, two-bath unit with 1,200 to 1,350 square feet. Ritz Carlton has some units that are 1,650 square feet. These kinds of projects cater to the luxury guest, the same way a five-star hotel caters to a more affluent guest than a four-star hotel does." The luxury vacation ownership unit is designed with finer accommodations, larger and more exotic bathrooms with super Jacuzzi tubs and freestanding showers, and the units are more luxuriously finished. "4 Hotel strata ownershi - purchase includes share in equity and revenue of resort. Unlike timeshare, hotel strata ownership is actual ownership of a particular room or suite, similar to a condo purchase. Investment buys a specific piece of a project that allows use of the room or suite several weeks a year with actual ownership benefits. Hotel strata ownership is a real estate investment that offers a share in equity and revenue of resort property. Timeshares and hotel strata ownerships sell out in 3-5 years, generating revenue needed to retire debt more quickly and offsetting cash flow of early phases or resort development. 1"Scaling Up," by Nancy Egan, Urban Land, August, 2000, p.13.2 "Scaling Up," by Nancy Egan, Urban Land, August 2000, p.48 3 "Scaling Up," by Nancy Egan, Urban Land, August 2000, p. 99 4 "Design Driven," by Bradley Grogan, Urban Land, August 2000, p. 113 12 Residential membershi - club operations in which buyers do not purchase a single unit but the right to a guaranteed slot. Buyers don't get the same unit each time, but receive accommodations within the club. Similar to being a member of a country club.' Fractional timeshare ro'ects - Instead of the typical one-week-a-year timeshare offering, some upscale vacation ownership projects are selling 13 weeks a year. "In cases where a timeshare project is offering a quarter-of-a-year share, the owner is buying more of a second home."2 This can range from several weeks to '/4 year. CONCLUSIONS AND RECOMMENDATIONS Based upon market trends, according to the 1998 RCI report, one of the largest untapped markets is in California. RCI estimates that California households earning more than $50,000 annually will purchase 138,250 timeshare intervals in the next few years. The demographics of Orange County and the Primary Market Area, with Orange County median income of about $60,000, and the experience of Marriott's Newport Coast Resort sales to local residents indicate strong buying power in the region. The industry is projecting that timeshare sales will continue to grow 10% annually from California households with annual incomes greater than $50,000. Huntington Beach is increasingly becoming a desirable destination for visitors. The downtown area is benefiting from the momentum of high quality, bold public improvements ; a progressive specific plan in place by the City ; extensive and upscale private investment by major hospit ality companies ; and experienced developers with significantly sized parcels to positively contribute to the successful creation of a resort area. A timeshare component could complement the positive synergy in the downtown area. All of these factors will contribute to the capture of a greater Huntington Beach share of the Southern California tourism economy. A downtown resort area will give visitors, who are already flocking to the beaches, a reason to stay and spend their vacation money in Huntington Beach. 1 "Design Driven," by Bradley Grogan, Urban Land, August 2000, p. 1132"Design Driven," by Bradley Grogan, Urban Land, August 2000, p. 113 S THIS MAP WAS PREPARED FOR ORANGE COUNTY ASSESSOR DEPT. PURPOSES ONLY. THE ASSESSOR MAKES NO GUARANTEE AS TO ITS ACCURACY NOR ASSUMES ANY LIABILITY FOR OTHER USES. NOT TO BE REPRODUCED. ALL RIGHTS RESERVED. COPYRIGHT ORANGE COUNTY ASSESSOR 2000 23 `v N BEACH 151-35 1/' = 400 POR. E 1/2. SEC. 14. T 6 S. R 11 W (HL.w lWTCW d£ACN &"J P.M.21-24 37,11 AC. P. lA. 48-31 RS 4 -21 DELAWARE 22 N I, STREET 3 26 N yam' le 1yM1 b'7 TRACT NO. 13045 29 1 0' 148-02 (HAMPSHIRE) 593.12 n 'I 1052.24' 148-01 BOUL EVARD 30.03' 15.08 .21.33 80 ,,2.673Ce.Sy -A R.S. 17-35 253 19.282AC. LOT I 114- 15 N 30,61' 613.16' TRACT 15. 103 AC. yb b y^ y' ti^P'°a ryy OA NO. 1,f 0 0.689 "AC. '"LOT11A r%• 15535 Jj 0( 'Jg Syr si Jd LOT 2 ti 10.89' 13.30" 164.45' 26.20' %. 3.546AC. 1 0 029p. . yq• yy, 41.11'3.597',1ao AC. Jcee 'p.sf ?,s 9F(1 6)1 HUNTINCTON 27 NI/4CAt SEC.l4-`-ll -- 1111 MARCH 1948 TRACT N0. 13045 M.M. 628-46. 47 TRACT NO. 15535 M. M. 790-44 to 50.inc.NOTE - ASSESSOR'S BLOCK & PARCEL NUMBERS SHOWN IN CIRCLES ASSESSOR'S MAP BOOK 024 PAGE 25 COUNTY OF ORANGE