HomeMy WebLinkAbout9 - Senior Housing Policy
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AGENDA NUMBER:
PREPARED BY:
SUBJECT:
DATE:
INTRODUCTION:
BACKGROUND:
DISCUSSION:
HERITAGE
1891
COMMUNITY
1991
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KAY SCHMUDLACH, ASSISTANT CITY MANAGER
CONSIDER THIRD DRAFT OF SENIOR HOUSING
POLICY
DECEMBER 17, 1990
The Economic Development Committee is
presenting a third draft of the proposed
Senior Housing Policy for council
consideration. The policy was originally
presented in July of 1990 and oubsequently in
October of 1990. The policy has gone throu~h
significant changes as a result of Counc11
recommendations and input from Senior housing
officials. The purpose of this item is to
receive Council approval or direction for
council approval on January 7, 1991.
The Senior Housing Policy is being proposed to
assist the City in responding to Senior
housing development proposals. The Economic
Development Committee and staff sense a need
for Senior housing in Prior Lake and
anticipate at least one proposal in the near
future. Although the issue of nursing homes
relative to the moratorium has not changed ,
the City still anticipates proposals for
Independent Care facilities for our Senior
population. The Economic Development
committee believes that the policy will
provide the parameters for the successful
development of alternative housing options for
Seniors.
The Economic Development committee has
incorporated the comments of councilmernbers in
the policy draft. Staff has also consulted
with Senior housing development officials such
as Bill Kempf of Helgeson and Associates a
Senior housing development firm, and Bill
Jaffa the Scott County HRA Executive Director.
Meda Kop the Senior's out Reach Coordinator in
Prior Lake was also consulted.
Recommendations on building design and safety
4629 Dakota St. S,E" Prior Lake, Minnesota 55372 / Ph. (612) 447-4230 / Fax (612) 447-4245
RECOMMENDATION:
ALTERNATIVES:
ACTION REQUIRED:
Kempf and Mr.
for simplfying
requirements were made by Mr.
Jaffa along with suggestions
the process.
Meda Kop addressed a series of issues that are
important to Senior living in facilities. The
issues covered a wide range of concerns, but
generally fall under the categories of
security, safety and ancillary services.
other management type issues were brought to
staff's attention by Meda Ko~ and will be kept
on file for review at that t1me when a Senior
housing proposal is received.
The comments from all individuals were
incorporated into the documents as presented.
Staff and the Economic Development Committee
recognize the importance of the policy and
encourage Council to thoroughly discuss this
issue at the Council meeting. The Economic
Development Committee would anticipate Council
approval with possible modifications.
The Council alternatives are as follows.
1. The Council can approve the policy as
drafted.
2. The Council can review and modify the
policy and schedule the policy for
Consent Agenda ap~roval on the January 7,
1991 Council meet1ng.
3. The Council can table the ~olicy for a
future discussion with spec1fic reasons.
4. The Council can deny the policy for
specific reasons.
Motion to approve the policy as drafted.
This is the third draft of the policy
Council approval or amendments offered to
reach approval are requested.
SENIOR HOUSING POLICY
1990
STATEMENT OF PURPOSE
The City of Prior Lake recognizes that persons over 55 years of
age are proportionately the fastest 9rowing age group in the
united states. As the impact of th1s trend becomes more
apparent, communities must consider ways to address housing needs
of the aging population.
The purpose of this policy is to acknowledge the importance of
senior citizens in our community an~ to provide a high quality of
residential alternatives for sen1ors. To this end this policy
will dictate as follows: 1) An outline of the develo~ment process
required when financial assistance is requested ln order to
generate the data necessary for making the most informed
decisions for the benefit of the entire community. 2) An outline
of the recommended process for reviewing Senior Housing proposals
not requesting financial assistance.
Included herein is the process and criteria deemed important in
order to insure that independent to assisted care housing
projects for seniors are carefully planned and designed to
integrate into the community and ensure continued living
standards for seniors. All comprehensive or nursing home
projects are recommended to follow the same process and follow
the State mandated code.
Prior Lake takes great pride in the development of the community
and this document is prepared to encourage the range of housing
alternatives to meet the needs of our senior citizens.
PROJECT POLICY CONSIDERATIONS
1. The project shall demonstrate long term benefits to the
community and to the residents of the project.
2. The project must be consistent with the City's Comprehensive
Plan.
3. The project must provide a service to the community and its
senior population.
4. The project should be located, if possible, near commercial
centers, restaurants, parks and medical support services.
The project must be accessible to public transportation
and/or provide private transit service for residents.
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5. The project shall be designed to provide ample outdoor and
livable space, to retain a sense of personal identity,
intimacy and human scale within the development.
6. To qualify as senior housing all of the units shall have a
household head of 55 years of age or older.
7. In order to provide development incentives the city
encourages the use of Planned unit Developments whereby
increased densities, reduced parking requirements and
ancillary support services for senior housing ~rojects will
be considered. (Comprehensive Plan Housing Pol1cy 8).
PROJECT REVIEW
It is the responsibility of the developer to demonstrate the
viability and economic feasibility of a senior project,
especially if the request requires financial participation from
the City of Prior Lake.
Project Review Process
1. Project Concept Review Conference: This conference involves
initial review of the project by city staff. The developer
will be responsible for making a presentation to staff at
this conference. The purpose of this conference is to
familiarize staff with the proposal and to discuss
preliminary issues such as possible site locations,
financial and zonin9 considerations, plan submission
requirements, and app11cable zoning and design requirements.
2. Market Studr: Following the concept review conference
developers w1ll be required to com~lete an independent market
study to determine if the project 1S feasible in terms of
demographics, rental rates, and market demand. City staff
will be consulted on the selection of the marketing study
consultant to determine if the person(s) have the necessary
credentials. The market study must be completed prior to
project review.
3. Project Review: These meetings may include City staff, HRA
Representatives, Finance Specialists, City Attorner,
Developer and Developers Specialists, and Econom1C
Development Committee and Economic Development Authority
Representatives. The purpose of the meeting is to discuss
the viability and financial feasibility of the proposal based
on the results of the market study. If the project is
determined to be eligible for financial assistance, the
project will be presented to the City Council and/or the
Economic Development Authority.
4. City Council Preliminary Review: The developer will present
the ~roject concept to the City Council, Economic Development
Comm1ttee and Economic Development Authority Representatives,
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and request approval to enter into negotiations in order to
develop a financial package between the City and developer.
An approval from this meeting is not a project approval but
rather an authorization to ~roceed with the necessary
documentation for financial ass1stance.
5.
Project Analysis: This
focus on land use,
engineering issues, and
City staff.
sta~e of the process is designed to
zon1ng, comprehensive plan, and
include a series of meetings with
6. Planning Commission Review and Economic Development Committee
Review: rt necogs~, the developer will present the
proposal includin~ all financial information, the market
study and the proJect analysis to the Plannin~ Commission and
Economic Development Committee who shall publ1Cly review the
project. It is the responsibility of the developer to make
application and to present all plans and supporting materials
to the commission and Committee.
7. Once approval is received from the Planning Commission, the
project will be forwarded to the Citr Council and/or Economic
Development Authority for considerat1on. The develo~er will
be responsible to present the entire proposal 1ncluding
funding, rezoning and other requests to the Citr Council
and/or Economic Development Authority. The Counc11 and/or
Economic Development Authority will make all approvals
pertaining to financial and project development
considerations. .
PROJECT REQUIREMENTS
It is the responsibility of the applicant to meet the minimum
code as set forth by the State of Minnesota. In addition to code
compliance, the developer must address the following recommended
safety standards in the submitted application, and work with the
residents to meet their independent needs.
Recommended Safety Standards
1.
be of sufficient
emergency response
All doors and areas of public use shall
width to accommodate wheel chairs and
equipment.
2. Wherever steps are located, ramps or elevators shall be
provided in addition.
3. Handrails shall be installed in the halls and corridors and
in the congregate dining facility.
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4. Emergenc~ signal facilities shall be provided in each
resident1al unit and shall register a signal at a central
location.
5. Electric outlets shall be located at least 24 inches above
floor level.
6. Grab bars may be located around all tubs, showers and toilet
areas.
7. Emergency pull cords shall be installed in all bathroom and
bedroom facilities.
8. All floor surfaces shall be nonskid and surfaced in such a
manner so as to not impede the use of wheelchairs and
walkers.
9. Central heating and air conditioning shall be individually
adjustable for each residential unit.
10. Handle-type spigots and doorknobs shall be incorporated
each unit. ..~~
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11. Fire protection features will be installed as'r~quired by
City Code. Emergency alert devices are rcecommendcd
installation in the facility. I~~
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SUBMISSION REQUIREMENTS
1. All applicable site plan submission materials required by the
City for PUD and subdivision developments will be required.
In addition, the City requires:
A. Name and address of the owner, owner's a~ent, developer,
surveyor, designer and consultants assoc1ated with the
project.
B. Survey: including ~raphic scale, north point, date of
preparation, locat10n map showing proposed pro~ect
location within the City, existing and proposed zon1ng,
total acreage, topographic data, physical features,
setbacks, access, roads, parking lots, open space,
utility lines, and phasing which may be proposed.
C. Buildin~ floor plans and exterior elevations indicating
unit S1ze, number of units, exterior construction
materials, garage units and number, and unit square
footage.
D.
Landscape plan showing ~lantings, berms,
lighting, parking layout, s1dewalks and trails.
fences ,~' rt
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The information contained below in the 5 categories will be
discussed with the a~plicant in the Project Concept Review
Conference. Not all 1nformation will be applicable to all
projects, a decision on the appropriateness of each will be made
on a project by project basis.
Buildinq Desiqn Considerations
1. The pro~ect shall ~rovide ample-sized meeting rooms and
recreat10nal facilit1es such as dining halls and workshops
for the comfort and convenience of the occupants. Such
facilities may also be made available to the community,
senior and non-senior alike with the approval of the
residents.
2. The ~roject shall take into consideration bulk, height,
spac1ng of buildings circulation and parking pattern within
the development in order to obtain adequate light, air,
privacy, and open space for passive recreation and
landscaped amenities.
3. Developments shall be designed to maximize security by
arran9ing units in such a manner so as to provide informal
surve1llance while maintaining resident privacy.
4. In order to aid accessibility, the project shall be designed
to avoid steep grades and steps.
5. Project housing units shall be constructed to provide energy
efficiency, low maintenance, and designed appropriately for
senior occupancy.
written Narrative
1.
A written narrative of the
information such as proposed
size, building square footage,
proposed ~roject including
uses, dens1ty, average unit
etc. . .
2. Pro~osed time frame for project including the estimated
beg1nning and completion date and proposed phasing of project
if applicable.
3.
Statement regarding buildin9 management,
care, staffing, community d1rectors, and
employees if applicable.
proposed health
support service
4.
Maintenance
maintenance,
laundry and
items.
agreement proposals concerning
snow and garbage removal, painting,
appliance maintenance and other
building
lawn care,
applicable
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Financial Information
1. A proforma which stipulates all project construction costs,
on-going maintenance costs, manage~nt costs, etc... The
proforma must also stipulate what the rent structure must be
to cover all project costs. The proforma must be in a format
that can be interpreted and discussed in a meeting setting.
2. Financial commitment
institution.
from
an
independent
financial
3. If there is a request for the City financial participation in
the form of TIF, a complete and concise project summary
should be provided to prove the need for TIF. The summary
should be supported by financial analysis and market study
data.
4. All TIF projects will be structured as a 'pay as you go'
project.
Market study
To clearly show that the project is feasible the developer
must conduct a market study. The market study shall be
conducted by an independent organization with experience in
conducting market surveys of this type. A copy of the survey
documentation and an analysis of the data must be provided
along with an outline of the affordability issues.
Property Purchase Aqreement and Terms
1.
Description of the property proposed to be purchased.
3.
options, price, "~
The developer must be prepared to enter into a development~
subject to approval of the project by the City Councilor
Economic Develo~ment Authority. An administrative fee of
$ w1ll be collected by the City in order to
process a TIF plan. The fee will not be refunded if the
project is not undertaken.
Description of the proposed purchase terms,
length of option etc...
2.
4.
Guaranteed Occupancy Clause - Housing for the seniors must be
occupied b~ eligible persons as defined in Policy 6 (Page 1).
The city w1ll require a covenant of the owner(s) which
guarantees occupancy by eligible individuals, stipulating
that if the use of the building ceases to be for eligible
persons, the owner(s) its heirs, executors and assigns will
lose their right to continued financial assistance. If the
owner(s) elects to sell the complex, the purchaser(s) must
sign a covenant approved by the City Attorney to continue the
use in the manner ori~inally intended or lose financial
assistance. Any modif1cations to the covenant shall be
approved by the City Council.
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Guaranteed occupancy prov1s1ons and conditions granted shall
be annually reviewed. The owner shall file annually, a
certified monthly resume which identifies the number of
tenants by age and number of cars owned and/or used b~ each
tenant or employee. The certificate of occupancy w1ll be
revoked if non eligible residents occupy the units.
OBJECTIVES FOR CONSIDERATION OF FINANCIAL ASSISTANCE
The purpose of
lifestrle for
object1ves can
assistance.
this policy is to ensure a high quality of
Prior Lake's senior citizens. The following
be achieved through the use of public financial
1. Encourage the development of affordable Senior Housing in
order to retain Prior Lake residents.
2. Acquire land and/or building which are vacant, unused,
underused or inappropriately used.
3. Achieve a building construction of high quality.
4. Provide adequate streets, utilities and other public
improvements and facilities to enhance the area for both new
and existing development.
5. Eliminate or correct physical detriments to the development
of the land.
6. Achieve a hi9h level of design and landscaping quality,
consistent w1th the character and design of the area, to
enhance the surrounding environment.
7. Accomplish convenient and adequate parking to serve the area.
8. Improve the financial base of the City.
9. Provide increased employment opportunities.
10. Provide special service for seniors, i.e. hairdresser/barber,
recreational opportunities, light retail/drug store
merchandise.
11. Address senior transit needs, i.e., circulation to retail
area and medical clinics.
12. Provide a good sidewalk circulation system to move seniors
through surrounding commercial and residential neighborhoods.
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