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2021 Development Agreements - Annual ReportCity of La Quinta CITY COUNCIL MEETING: October 19, 2021 STAFF REPORT AGENDA TITLE: RECEIVE AND FILE ANNUAL REPORT OF ACTIVE DEVELOPMENT AGREEMENTS RECOMMENDATION Receive and file annual report of active development agreements. EXECUTIVE SUMMARY The La Quinta Municipal Code requires annual Council review of active development agreements (DA). Five active development agreements were identified including the Centre Pointe, Legacy Villas, Village Park Animal Hospital, Signature at PGA West, and SilverRock Resort development projects. FISCAL IMPACT Centre Pointe, Legacy Villas and Signature at PGA West are required to pay mitigation fees as part of their DA’s. These developments are either non- compliant or partially compliant in remitting the fees owed, see background/analysis below. BACKGROUND/ANALYSIS The periodic review of DAs by Council is required at least every 12 months from the date the DA was entered into until the expiration of the agreement. Five active DAs have been identified (Attachment 1). Of the five, Village Park Animal Hospital, was determined to be in full compliance with no further obligations. The remaining agreements are summarized in the table below. Active Development Agreements Project Name Parties to Agreement Project Description Effective Date Status Centre Pointe CP Development La Quinta, LLC (original applicant), La Quinta Desert Villas, Dolphin, Eisenhower 68-acre mixed-use development at SEC of Washington Street and Miles Avenue July 17, 2003, December 18, 2003 (Expires 2053) Mitigation fees are delinquent. Casitas Units (partially constructed) Applebee’s STUDY SESSION ITEM NO. 1 253 Medical, Homewood Suites, Dr. Sterling, Dr. Hsu, La Quinta Palms Retirement Community, Applebee’s restaurant (complete) Homewood Suites by Hilton La Quinta (complete) The Palms La Quinta retirement community (complete) Eisenhower Medical Center (complete) 2nd sit-down restaurant (vacant, never constructed) Pioneer Park (complete) Legacy Villas Centex Homes 280 residential units at NWC of Coachella and Eisenhower November 20, 2003 (Expires 2053) Mitigation fees are delinquent. Signature (PGA West) Crown Pointe Partners, LLC (original applicant), WPG LQ, LLC 264 condo/townhome units at PGA West, consist of Villas, Haciendas, and Estates August 18, 2008 (Expires 2058) Mitigation fees have been partially paid SilverRock Resort SilverRock Development Company, LLC Development of the SilverRock Resort including luxury hotel, lifestyle hotel, luxury branded residential, shared services and conference center, and mixed-use village. November 18, 2014 (expires November 18, 2044) Amendment 4 approved October 5, 2021 The Centre Pointe, Legacy Villas and Signature developments are within a Tourist Commercial District, which is intended for and permits land uses that include specialized commercial tourist-oriented uses and resort activity that generate transient occupancy tax (TOT) revenue. DAs were executed for these projects for a per unit payment to the City based on performance measures for the collection of TOT revenue. Centre Pointe The Centre Pointe development includes approximately 68 acres at the southeast corner of Washington Street and Miles Avenue, and is currently comprised of Homewood Suites, La Quinta Desert Villas (40 residential 254 condominium units), Applebee’s, Eisenhower Health Center and The Palms at La Quinta senior community. The north portion of Centre Pointe is within a Tourist Commercial District (CT). In December 2003, a Disposition and Development Agreement (DDA) with the La Quinta Redevelopment Agency was adopted since this was, at the time, redevelopment property that was sold to the developer. A DA with the City of La Quinta was also adopted. The DA and DDA included provisions for the construction of the mixed-use development, including 132 residential “Casitas,” which under subsequent amendments was changed to 164. These units are subject to payment of one-time and annual mitigation fees to the City, unless the City receives $546,131 minimum, plus annual CPI increase, annual transient occupancy tax (TOT) for three consecutive years generated by the development (Attachment 2). With the annual CPI increase, the minimum is now $650,044. To date, 40 of the proposed 164 Casitas units have been constructed as residential condominiums that restrict short term rental use. These are presently known as La Quinta Desert Villas. The City has invoiced the La Quinta Desert Villas Homeowners Association (HOA) for these annual mitigation fees since 2016 as the minimum TOT revenue is not being generated. The HOA is the only party being billed since these are the only units that have been issued Certificates of Occupancy. The HOA made payments on 2016-2019 fees; however, it is not current on the payment of their fees for Fiscal Year (FY) 2019/20, and FY 2020/21 was invoiced in August for a total due of $14,097.31. Legacy Villas The Legacy Villas development is located west of Eisenhower Drive at Coachella Drive, north of the La Quinta Hotel. This development consists of 280 residential for sale units that if the owner chooses to rent them, may only be rented as short-term rentals. The rentals are required to be registered in a rental pool and report their TOT to the City on a regular basis. The units are also required to pay mitigation fees and can stop paying mitigation fees when a threshold of $1,000,000 of TOT collected for any three consecutive operating years is met. This has not been met to date and the units are still responsible for mitigation fees. A partial payment has been received for 2020 fees and a notice has been sent requesting the remainder, and 2021 was invoiced in August for a total due of $463,677.90. A summary of the DA is provided as Attachment 3. Signature at PGA West The Signature development consists of 230 resort residential units that are also subject to TOT mitigation payments. These payments are to be collected at the time of sale, transfer or conveyance of each unit, upon first sale and resales. The development has paid fees for the first sale of units, but not all individual owners have paid fees upon resales. Staff is working towards identifying and locating these previous owners, with the intent to invoice them for the fees that 255 should have been remitted to the City upon closing. A summary of this DA is provided as Attachment 4. SilverRock Agreements in place for SilverRock consist of a DA and a Purchase, Sale and Development Agreement (PSDA) which were entered into in November 2014 (Attachment 5). The PSDA was amended in November 2018 to modify the development schedule, clarify requirements for selling planning areas 7, 8 and 9, identify phasing plan for master site infrastructure improvements, update project budgets and define ownership structures for the SilverRock Development Company (SDC). A notice of default was issued earlier in 2021 regarding delays in the development schedule due primarily to cost escalation and pausing construction during COVID-19. The PSDA has since been amended to modify the development schedule and the project is moving towards meeting those new deadlines. ALTERNATIVES Staff does not recommend any alternatives. Prepared by: Cheri Flores, Planning Manager Approved by: Danny Castro, Design and Development Director Attachments: 1. Map of developments with active development agreements 2. Centre Pointe Development Agreement Summary 3. Legacy Villas Development Agreement Summary 4. Signature Development Agreement Summary 5. SilverRock Resort Development Agreement Summary 256 CENTRE POINTE LEGACY VILLAS SILVERROCK SIGNATURE VILLAGE PARK ANIMAL HOSPITAL Development Agreement Project Locations ¯ September 2021Jefferson StWashington StHwy 111 Ave 50 Ave 52 Legend City Boundary Centre Pointe Legacy Villas Village Park Animal Hospital SilverRock Resort Signature at PGA West ATTACHMENT 1 257 Center Pointe Development Agreement (DA2003-0006) Project Description: 134 room hotel, 136 condo/casita units, residential development of 54 detached homes, 14 market rate homes, 2 restaurants, medical office, surgical facility, 132 suite retirement community, 72 suite assisted living, and a 32 bed memory care facility. Applicant: Center Pointe Development LQ, LLC Case No.: Development Agreement 2003-006, Ord 385, 409, 423, 455 and 504 (4 amendments) Disposition and Development Agreement (7 amendments) Related Case: Specific Plan 2001-055, EA 2001-436, 2011-617 Effective Dates: December 18, 2003, Expires December 18, 2053 (50 YEARS) Key Points of the Agreement: Developer to construct 134 guest room hotel, 136 condo/casitas units, 13 courtyard cluster villas, 54 unit residential development, 14 market rate homes, 40 affordable homes, two restaurants, medical office/ surgical facility, 26 sanctuary villas. Development of a Casitas HOA Developer constructs a neighborhood park. Contribution towards landscape improvements Payment of Mitigation fees o One-time mitigation fee Casitas: $1,500 for each unit with payment due upon the first close of escrow Sanctuary Villas: $2,150 for each unit with payment due upon the first close of escrow o Annual mitigation fees: Casitas and Sanctuary Villas: $150 for each unit sold to a purchaser to be paid each July 1. Fee shall not be required for any operative year in which the City has received transient occupancy taxes derived from the Suites Hotel parcel, casitas parcel, and sanctuary villas parcel which equals or exceeds $546,131 for the applicable operative year o If City received minimal annual TOT ($546,131) in each of three consecutive operative years, the Casitas and Sanctuary Villas HOA’s obligation to pay the annual mitigation fee shall be terminated. Public Facilities Fee: 5% of rental amount if rented for a period of time over 30 days ATTACHMENT 2 258 Sanctuary Villas later removed from the development plan (DA Amendment 2) DA Amendment 4 replaced the development of single-family residential homes with a senior living facility, The Palms, consisting of 132 retirement suites, four single-story duplex cottages, 72 assisted living suites, and 32 beds for memory care. To view the documentation for the CP Development La Quinta LLC Disposition and Development and Development Agreements please use the following web address: https://laqlaserweb.laquintaca.gov/WebLink/DocView.aspx?id=20723&searchid=ad 833b3f-2b17-433c-9b7f-d86170883192&dbid=1&repo=CityofLaQuinta 259 LEGACY VILLAS DA TERMS (DA 2003-007) Project description: 280 unit Residential Resort on 44.61 Acres Applicant: Centex Homes Case No.: Development Agreement 2003-007, Ordinance 389 Related Case: Specific Plan 2003-065, Site Development Permit 2003-778, Environmental Assessment 2003-478, Tentative Tract Map 31379 Effective Dates: Development Agreement is considered effective on December 12, 2003, and expires December 11, 2053 (50 YEARS). Key Points of the Agreement: A one-time mitigation fee of $2,500 per unit constructed in the project due on or before the date the building permit is issued for each unit. Annual mitigation fee which is collected by the HOA at $1,000 per year per unit that has been sold to an owner. The HOA then forwards to the City of La Quinta. The Annual mitigation fee is reduced from $1,000 to $500 per year if the City receives TOT from rental units in the project that exceeds $500,000 for three consecutive years during the term of the Development Agreement and can be totally eliminated if the City has received TOT from rental units in the Project in excess of $1,000,000 for any three consecutive operating years during the life of the Development Agreement. Any rentals are subject to TOT. Rental Tracking System by HOA. To view the Centex Homes Development Agreement please use the following web address: https://laqlaserweb.laquintaca.gov/WebLink/DocView.aspx?id=20844&searchid=1d 9b36aa-5311-452b-ae5d-314022a50780&dbid=1&repo=CityofLaQuinta ATTACHMENT 3 260 EDENROCK (SIGNATURE) DA TERMS (DA2006-011) Project Description: 264 condo/townhome units (83 Courtyard Homes, duplexes, 79 Manor Homes, triplexes, and 102 Village Homes, sixplexes) on 41.95 acres. Applicant: Crowne Pointe Partners, LLC Case No.: Development Agreement 2006-011, Ordinance 457, 533 Related Case: SP 83-002, Amendment No. 6, GPA 2006-107, ZC 2006-127, Tentative Tract Map 33226, SDP 2006-852 Effective Dates: August 18, 2008, and expires August 18, 2058 (50 YEARS) Assignment and Assumption Agreement entered into March 24, 2014, assigned to RREF-CWC LaQ, LLC Amendment 1 entered into on March 8, 2016 Purpose: Development Agreement entered into for purposes of payment to City a per unit upfront payment for potential loss of anticipated general fund revenues from “Transient Occupancy Tax” as a result of the use of the site for a residential resort instead of a traditional tourist commercial use such as a 1,000 room resort hotel, conference center and 100,000 square feet of resort retail. Key points of the Agreement: Compliance with Conditions of Approval Recordation of Covenants, Conditions and Restrictions (CC&Rs) Payment to the City for each unit 0.75% of the developer’s full sale price of the unit upon close of escrow, inclusive of all developer-installed options and upgrades, with the amount of such sales price verified by the City. Owners required to pay transfer payment to the City in the amount of 0.55% upon sale, transfer or conveyance of owner’s unit (Recorded in CC&R’s) Payment of Fair Share Improvements as identified in mitigation measures 11.0-3 and 11.0-4 of the project EIR. To view the Signature Development Agreement and Amendment, please use the following web links: Development Agreement: ORD 457 DA Eden Rock at PGA West - Crowne Pointe Partners, LLC (laquintaca.gov) Amendment 1: ORD 533 RREF II-CWC LaQ, LLC - Signature at PGA West - Amendment to DA (laquintaca.gov) ATTACHMENT 4 261 AUGUST 2019  SILVERROCK DA TERMS (DA 2014-1001) Project description: Development of a resort development as follows: Area Project Components Acres Units PA 1 Modification of existing Golf Course 173 PA 2 Montage Luxury hotel with spa and fitness center (170,000 sq. ft) 17 140 PA 3 Montage Luxury branded residential homes 14 35 PA 4 Shared service/conference facility 7.5 PA 5 Pendry Lifestyle hotel (170,000 sq. ft.) 10.5 200 PA 6 Pendry Lifestyle branded residential development 10 66 PA 7 Mixed-Use Village Area 1 10.5 150 PA 8 Resort Residential Village 22.5 160 PA 9 Mixed Use Village Area II (80 units) 15 80 PA 10A-1 Golf Course and Clubhouse 51.5 25 PA 10A-2 Residential 13.5 46 PA 10A-3 Residential 5 23 PA 10B-1 Golf Course 62 40 PA 10B-2 Residential 5.5 19 PA 10B-3 Residential 4.5 20 PA 10B-4 Residential 7 34 PA 10B-5 Residential 5.5 22 PA 10B-6 Residential 5.5 24 PA 11 Public Park 22 PA 12 Arroyo, Trails, Canal & Streets 53.5 Total 525 1084 Applicant: SilverRock Development Company, LLC Case No.: Development Agreement 2014-1001, Ordinance 520 Related Cases: SDP 2016-0005, SDP 2016-0009 Effective Dates: Development Agreement approved on November 18, 2014 Purchase Sale and Development Agreement (PSDA) entered into on November 19, 2014, and expires November 19, 2044 (30 YEARS). Amendment 1 to the PSDA was entered into on October 29, 2015 Amendment 2 to the PSDA was entered into on April 18, 2017 Amendment 3 to the PSDA was entered into on November 28, 2018 Amendment 4 to the PSDA was approved October 5, 2021 Purpose (Amendment 4 of PSDA): Modifies the development schedule; decreases the amount of Transient Occupancy Tax (TOT) receipts available by 5% for the 15-year term when calculating any rebate for continuous operation of the hotels, once opened, under TOT Covenant Agreements; identifies additional project ATTACHMENT 5 262 AUGUST 2019  milestones; increases the purchase price on “Future Resort Property“ (Option Property) for missing milestones; and requires hotel operator to manage all resort residential short-term vacation rentals. Key points of the Agreement: Establishment of a vested right to execute and fulfill the development program in accordance with the SilverRock Resort Specific Plan and applicable zoning regulations. Development impact fees are to be paid in accordance with those fees in force and effect as of the effective date of the Agreement. Any non-city development fees, such as the CVMSHCP or TUMF fees, will be collected at the rate in effect at the standard time of collection. Developer is responsible for executing development in accordance with identified development program. Developer acknowledges responsibility for CEQA mitigation monitoring. The Agreement is to be reviewed at least annually in order to ensure compliance with provisions. Use the Ahmanson House as temporary clubhouse, in lieu of constructing a temporary clubhouse, until the permanent clubhouse is operational. Master Site Infrastructure Improvements Phasing Plan amended. To view the SilverRock DA, please use the following web address: https://laqlaserweb.laquintaca.gov/WebLink/DocView.aspx?id=44821&searchid=c9 a0a048-c544-4863-b159-5d2cd849d669&dbid=1&repo=CityofLaQuinta To view Amendment #4 to the PSDA, please use the following web address, page 147: https://www.laquintaca.gov/home/showpublisheddocument/45845 263