HomeMy WebLinkAboutORDINANCES-2005-139-O-05• 4/5/2006
3/22/2006
3/20/2006
3/17/2006
3/8/2006
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AN ORDINANCE
Amending Title 4 of the City Code to
Enact the Affordable Housing Demolition Tax as Chapter 22
WHEREAS, the City of Evanston is a home rule unit of government
under Article VII of the 1970 Illinois Constitution; and
WHEREAS, Article VII, Section 6a of the 1970 Illinois Constitution
confers certain powers upon home rule units, among which are the powers to
0 regulate for the protection of the public health, safety, morals and welfare,
and to tax; and
WHEREAS, legislation designed to provide for decent, safe, and
sanitary housing for all citizens of the municipality is within the powers of the City
as a home rule unit of government; and
WHEREAS, demolition of certain existing structures and
subsequent residential development in the City of Evanston have led to a
redirection in the diversity of the City's housing stock and affordable housing
opportunities, and subsequent redevelopment has in many cases contributed to
property value increases that further the difficulty of providing affordable housing
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in the City; and
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WHEREAS, the Housing Commission reported that, in the last •
decade, the City experienced a decrease in middle -income households which
earn between fifty thousand and no/100 dollars ($50,000.00) and one hundred
thousand and no/100 dollars ($100,000.00) annually, and an increase in both
lower- and higher -income households; and
WHEREAS, the demand for mortgages and rents within the means
of lower- and moderate -income households has continued to increase; and
WHEREAS, the City's Housing Commission's charge is to provide
for the planning, expansion, maintenance, conservation, and rehabilitation of
Evanston's housing stock, and to be responsive to needs for change in housing -
related matters to promote the maintenance of a diverse residential environment,
and to conserve property values within the community; and •
WHEREAS, in 2002, the Housing Commission began exploring
means to encourage and accomplish private sector investments and
development activity in addressing the housing challenge; and
WHEREAS, in October, 2002, the Commission sought and
obtained City Council approval to establish an Inclusionary Housing Task Force
to study the gap between the demand and supply of affordable housing
in the City; and
WHEREAS, the Task Force studied methods to encourage private
sector investment and development activity to provide for affordable housing
opportunities in Evanston; and 0
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• WHEREAS, in February, 2003, the Inclusionary Housing Task
Force was convened, members of which were Planning and Development
Committee Members, Alderman Joseph Kent, Alderman Steven Bernstein,
Members of the Human Relations Commission, Members of the Plan
Commission, private sector developers, a local non-profit -developer, and
representatives of North Suburban Housing Partners; and
WHEREAS, this Task Force met eight times through November,
2003, the last two times with the Housing Commission; and
WHEREAS, after reviewing the discussions and recommendations
of the Task Force, the Housing Commission made recommendations to tPie
Planning and Development Committee of the City Council in April, 2004; and
• WHEREAS, a tax imposed on the demolition of residential
properties was proposed as a source of funding for accomplishing the provision
of affordable housing in the City; and
WHEREAS, the City Council has determined that an affordable
housing demolition tax is appropriate and necessary to promote high -quality
affordable housing in order to preserve and maintain the City's cultural and
economic diversity; and
WHEREAS, the City Council has found and determined it
necessary and appropriate for the City to dedicate the revenue received from the
demolition tax to the provision of affordable housing in the City; and
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WHEREAS, the City Council has determined that the amendments •
in the form set forth in provisions of this Ordinance would help achieve the
provision of high -quality affordable housing, and be in the best interest of the
City, and promote and enhance stability in all areas of the City; and
WHEREAS, affordable housing and neighborhood stability are in
the best interests of all citizens of Evanston; and
WHEREAS, the Ordinance was considered by the Planning and
Development Committee of the City Council at its December 12, 2005 meeting,
introduced at the City Council meeting on that date, and referred back to the
Committee for its January 9, 2006 meeting, where it was held on that date and
held again at the Committee's January 23, 2006 meeting; and
WHEREAS, on January 31, 2006, at a special meeting, the Planning •
and Development Committee voted to recommend that City Council repeal the
Affordable Housing Demolition Tax enacted by Ordinance 117-0-05; and
WHEREAS, the City Council held the Ordinance at its
February 13, 2006 meeting and, at its February 27, 2006 meeting, referred it
back to the Planning and Development Committee for modifications; and
WHEREAS, the Planning and Development Committee
considered modifications to the Ordinance at its March 13, 2006 meeting, held
the Ordinance at its March 27, 2006 meeting, and, at its April 4, 2006 special
meeting, recommended City Council approval of amendments to said
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• Affordable Housing Demolition Tax Ordinance enacted by Ordinance
117-0-05; and
WHEREAS, the City Council at its March 13, 2006, March 27,
2006, and April 11, 2006 meetings, considered and adopted the record and
recommendation of the Planning and Development Committee, and
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL
OF THE CITY OF EVANSTON, COOK COUNTY, ILLINOIS, AS FOLLOWS:
SECTION 1: The foregoing recitals are incorporated herein as
facts and made a part hereof
SECTION 2: That Title 4, Chapter 20 of the City Code, "Vacant '
Buildings Ordinance", is hereby reaffirmed. The Affordable Housing Demolition
• Tax enacted by Ordinance 117-0-05 is hereby renumbered as Title '4
Chapter 22, "Affordable Housing Demolition Tax", to read as follows:
4-22-1: PURPOSE: The purpose of this Chapter is to provide a source of
funding for the _creation, maintenance, and improvement of safe and decent
affordable housing in the City of Evanston in order to enhance preservation and
maintenance of the City's cultural and economic diversity.
4-22-2: DEFINITIONS:
For the purposes of administering this Chapter:
AFFORDABLE HOUSING, OWNER -OCCUPIED: Decent, safe, sanitary housing
that is affordable to "Relevant Households" as defined below. The cost of the
mortgage payment and relevant expenses (a calculation of property taxes,
homeowner's insurance, and, when applicable, condominium or homeowner
association fees) of owner -occupied dwelling units shall not exceed thirty-three
.percent (33%) of the Relevant Household's gross annual household income (the
• total income of all adults over eighteen years of age in the household).
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AFFORDABLE HOUSING, RENTAL: Decent, safe, sanitary housing that is
affordable to "Relevant Households" as defined below. The cost (including a
utility allotment and adjustment for household size) of rental dwelling units shall
not exceed thirty percent (30%) of the Relevant Household's gross annual
household income (the total income of all adults over eighteen years of age in
said household).
AFFORDABLE HOUSING DEMOLITION TAX FUND: The fund established by
City Council which can only receive and expend monies dedicated to the
creation, preservation, maintenance, and improvement of affordable housing for
households whose income is eighty percent (80%) or less of Area Median
Income with their affordable housing needs.
APPLICANT: Any individual who applies for a building demolition permit under
the Evanston City Code.
AREA MEDIAN INCOME: The median income level for the Chicago Primary
Metropolitan Statistical Area, as established and defined in the annual schedule
published by the Secretary of the United States Department of Housing and
Urban Development and adjusted for household size.
DEMOLITION: The removal or destruction of a structure or building in whole or
in part to the extent of fifty percent (50%) or more of such structure or building as
it existed prior to the commencement of such act or process.
DEMOLITION STRUCTURE: The building or structure to be demolished.
DIRECTOR: The Director of the Evanston Community Development Department.
DWELLING UNIT: A room or group of contiguous rooms that include facilities
used or intended to be used for living, sleeping, cooking and eating, and that are
arranged, designed, or intended for use exclusively as living quarters.
RELEVANT HOUSEHOLD: A low or moderate income household whose total
income does not exceed the relevant percent of median income for the Chicago
Primary Metropolitan Statistical Area Chicago area, as established and defined in
the annual schedule published by the Secretary of Housing and Urban
Development, and adjusted for household size. A low income household has
income that does not exceed eighty percent (80%) of HUD Area Median Income.
A moderate income household has income that does not exceed one hundred
percent (100%) of the HUD Area Median Income.
REPLACEMENT STRUCTURE: Any building or structure replacing the
Demolition Structure.
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RESIDENTIAL STRUCTURE: Any building or structure containing
dwelling units.
RESIDENTIAL STRUCTURE, SINGLE-FAMILY ATTACHED (GROUP, ROW,
OR TOWN HOUSES): Three (3) or more dwelling units joined side by side.
RESIDENTIAL STRUCTURE, SINGLE-FAMILY DETACHED: A residential
building containing not more than one (1) dwelling unit entirely surrounded by
open space on the same lot.
RESIDENTIAL STRUCTURE, MULTI -FAMILY: A detached residential building
containing three (3) or more dwelling units, including what is commonly known as
an apartment building, but not including group, row, or town houses, excluding a
hotel, motel, boarding house, rooming house, dormitory, nursing home, mobile
home, institution, or retirement home or community.
RESIDENTIAL STRUCTURE, SINGLE-FAMILY ATTACHED, TWO-FAMILY: 1'A
residential building containing not more than two (2) dwelling units entirely
surrounded by open space on the same lot.
4-22-3: AFFORDABLE HOUSING DEMOLITION TAX:
(A) Tax Imposed and Dedicated. Any person granted a permit under the
Evanston City Code for demolition of a Residential Structure shall pay an
affordable housing demolition tax of: (a) ten thousand and no/100 dollars
($10,000.00) for the demolition of any Single -Family Detached Residential
Structure, or (b) for the demolition of any Multi -Family, Single -Family Attached, or
Two -Family Residential Structure, either ten thousand and no/100 dollars
($10,000.00) or three thousand and no/100 dollars ($3,000.00) for each unit in
the structure, whichever amount is more. The tax imposed pursuant to this
Subsection shall be in addition to the demolition permit fee established from time
to time by the City Council and all other applicable fees and charges. Payment
of the tax, unless deferred as provided in Section 4-22-4, shall be due upon
issuance of a demolition permit by the Department, and is a condition to the
validity of the permit. The City shall have a lien against the property which was
the subject of the demolition permit until applicable tax obligations imposed by
this Chapter are satisfied. The funds received by the City for the amount
imposed pursuant to this Subsection shall
affordable housing goals and objectives a
Chapter. The demolition tax funds received
Chapter shall be allocated as follows:
s
be dedicated to achievement of the
set forth in Section 4-22-1 of this
pursuant to the tax imposed by this
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(1) Fifty percent (50%) shall be transferred to the Affordable Housing •
Demolition Tax Fund for use exclusively in assisting households whose income is
eighty percent (80%) or less of Area Median income with their affordable housing
needs; and
(2) Fifty percent (50%) shall be transferred to the Inclusionary Housing
Trust Fund for use in the creation, preservation, maintenance, and improvement
of affordable housing.
(B) Specific Applicability Rules. Notwithstanding the general requirement
set forth in Subsection 4-22-2(A), the tax shall not apply under the following
circumstances. This Subsection, however, shall not affect an applicant's
obligation to pay the demolition permit fee:
(1) If the applicant and the City enter into an agreement for the
provision of "Affordable Housing" as defined in Section 4-22-2 in conjunction with
the demolition that would otherwise be the subject of Subsection 4-22-3(A). Any
such agreement shall require prior City Council approval and shall specifically set
forth the applicability of this Subsection.
(2) If the Director determines, pursuant to regulations enacted by the
City Council, that the building or structure replacing the building or structure that •
is the subject of the demolition permit constitutes "Affordable Housing" as defined
in Section 4-22-2.
(3) If the Director or any other City Department Head, or their
respective designees, orders a demolition for any reason, including but not
limited to nuisance, public safety, or fire hazard, this tax shall not apply,
regardless of whether the demolition work is performed by a public or
private entity.
(C) General Applicability. Imposition of the tax provided for by Subsection
4-22-3(A) shall not apply to any demolition for which a perfected application for
the demolition permit was on file with the City on or before (the effective date
of this Ordinance).
4-22-4: TAX DEFERRAL OPTION:
(A) Application for deferral. A person who has been the record title holder or
beneficiary of a land trust (collectively, "record title holder") and occupant of a
residential structure for three (3) consecutive years, and who files or causes to
be filed an application for a demolition permit for that structure, may opt for
deferral of the tax, as provided in this Subsection 4-22-4(A). In the event the •
demolition permit is for a multi -unit structure, the person may only defer that
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• portion of the demolition tax attributable to his own dwelling unit. The demolition
permit fee must be paid at the time of application. The person shall make
application for deferral of the tax to the Director on a form provided for that
purpose and available from the Building Permit Desk. To qualify for the deferral,
the person shall provide documentation to establish that all real estate taxes on
the subject property have been paid in full as of the date of application for the
permit; that any and all City liens and judgments recorded on the subject property
have been satisfied; and that the person has been the record title holder and
occupant of the subject structure for three (3) consecutive years prior to the date
of application for the permit. Documentation the Director may require to establish
the person's qualification for the tax deferral option may include, but shall not be
limited to, income tax records and proof of voter registration. If the Director
determines that the person qualifies for the deferral option, he shall cause a lien
to be recorded against the property with the Cook County Recorder in the
amount of the tax to be deferred, to which shall be added the applicable
recordation fee. Except as provided in Section 4-22-4(B), the lien shall not bear
interest. The Director may, upon written request of the person, subordinate the
lien to any mortgage the person may have or seek on the property. Among the
factors the Director may consider in determining whether or not to grant the
subordination request is whether the value of the property is adequate to assure
payment of the City's lien, and that all real estate taxes have been paid.
• (B) Release of lien.
(1) A person who exercised the tax deferral option provided for in
Section 4-22-4(A) and who has been the record title holder and occupant for
three (3) consecutive years after issuance of a Final Certificate of Occupancy for
the replacement structure may apply for release of the lien by making application
therefor to the Director on a form provided for that purpose and available from
the Building Permit Desk. Documentation the Director may require to establish
the person's qualification for the release of lien may include, but shall not be
limited to, income tax records and proof of voter registration for the years in
question. If the Director determines that the person qualifies for the release, he
shall provide the person with a recordable release of lien no later than thirty (30)
days after he determines that the person qualifies for the release.
(2) A person who exercised the tax deferral option provided for in
,Section 4-22-4(A) who sells the subject property prior to the expiration of the
three (3) -consecutive-year period after issuance of the Final Certificate of
Occupancy shall, as a condition to the City's release of the lien, pay the tax due,
to which shall be added interest at the annualized Money Market Index rate
• published by the Government Finance Officers Association.
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4-22-5: STABILITY INCENTIVE, TAX PAID AT PERMIT ISSUANCE: •
When the tax was paid at the time of permit issuance as provided for in
Subsection 4-22-3(A), a person who has been the record title owner and
occupant of a residential property demolished subsequent to the effective date of
this Chapter ("pre-existing structure") for all of the three years immediately
preceding the date of the application for demolition ("pre -permit period"), and
remains the record title holder and occupant of the property for three consecutive
years beginning immediately after the date on which the certificate of occupancy
for the new residential structure is issued, may qualify for a monetary stability
incentive in an amount equal to the demolition tax paid on the issuance of the
permit for demolition of the pre-existing structure, provided, however, that only
persons whose real estate taxes on the property are paid in full at the time of
application for stability incentive may apply for the incentive.
Application for the stability incentive payment shall be made to the
Director on a form provided for that purpose and available from the Building
Permit Desk. The person must provide the Director of Community
Development with such documentation as he may require to establish that the
owner qualifies for the payment under the requirements of this Subsection.
Such documentation may include, but is not limited to, income tax returns and
proof of voter registration for the years in question. The City shall pay •
qualifying persons an amount equal to the demolition tax, if any, imposed
pursuant to this Chapter on the issuance of the permit for the pre-existing
structure, less the amount of any liens recorded by the City against the subject
property, including, but not limited to, liens for judgments entered in cases
adjudicated in the City's Division of Administrative Hearings, no later than thirty
(30) days after the Director of Community Development determines that an
owner qualifies for the stability incentive.
4-22-6: SEVERABILITY: The provisions, Sections, and Subsections of this
Chapter shall be deemed separable, and the invalidity of any portion of this
Chapter shall not affect the validity of the remainder.
SECTION 3: That all ordinances or parts of ordinances in conflict
herewith are hereby repealed.
SECTION 4: That this Ordinance shall be in full force and effect
from and after its passage, approval, and publication in the manner
provided by law.
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Introduced: .L1�,.Q4TLP ( 12. , 2005 Approved:
Adopted: l I , 2006 3 , 2006
Lorraine H. Morton, Mayor
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Attest: Appf yed as to form:
Ma ZP. o tis, ity Clerk Cor ration Counsel
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