Resolution 15138CITY OF ALAMEDA RESOLUTION NO. 15138
ADOPTING A POLICY CONCERNING CAPITAL IMPROVEMENT
PLANS FOR RENTAL UNITS IN THE CITY OF ALAMEDA
WHEREAS, the City Council of the City of Alameda encourages Landlords in the
City to improve the quality of the City's rental housing stock, recognizes the need to
ensure that Landlords receive a just and reasonable return on their Capital Improvement
expenditures and desires to protect Tenants from being unreasonably displaced from
their Rental Units as a result of Capital Improvements to their Rental Units or to the
buildings housing such Rental Units; and
WHEREAS, when a Landlord intends to make or has made major long term repairs
or improvements to a Rental Unit or Rental Unit building that materially adds value to the
property, prolongs the useful life or adapts the property to a new use and the cost of which
is not less than eight times the amount of the Rent (of the Rental Units affected by the
work) multiplied by the number of Rental Units to be improved, the Rent for Rental Units
so improved should be increased not only to provide the Landlord with a just and
reasonable return on the property but also to benefit the Tenants; and
WHEREAS, on February 16, 2016, City staff presented to the City Council a Policy
Concerning Capital Improvement Plans, which Policy identifies major long term repairs
that could qualify as a Capital Improvement, provides a method by which a Landlord may
receive a Rent Increase by undertaking such Capital Improvements, and requires the
Landlord to provide relocation assistance to displaced Tenants when work associated
with the Capital Improvements cannot be accomplished safely and reasonably with the
Tenants remaining in their Rental Units; and
WHEREAS, on February 16, 2016, City Council members heard from the public
concerning the Policy and thereafter discussed the Policy among themselves; and
WHEREAS, Council provided further direction to City staff concerning certain
elements that it wanted incorporated into the Policy; and
WHEREAS, on April 5, 2016, City staff presented to the City Council a revised
Policy Concerning Capital Improvement Plans that incorporated the elements the Council
had requested to be incorporated; and
WHEREAS, on April 5, 2016, City Council members heard from the public
concerning the Policy and thereafter discussed the Policy among themselves.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY
OF ALAMEDA AS FOLLOWS:
Section 1. The Policy concerning Capital Improvement Plans for Rental Units in the City
of Alameda, attached hereto as Exhibit A, is approved and adopted.
Section 2. This Resolution is effective immediately upon its adoption and the Policy will
be operative as of April 5, 2016.
EXHIBIT A
POLICY CONCERNING CAPITAL IMPROVEMENT PLANS
Purpose. The purpose of this Policy is to encourage Landlords to improve the quality
of the City's rental housing stock, to ensure Landlords receive a just and reasonable
return on their Capital Improvement expenditures and that Tenants are not
unreasonably displaced as a result of Capital Improvements to their Rental Units or
the buildings housing such Rental Units. Terms that are capitalized have the same
meaning as those terms in the City's Rent Review, Rent Stabilization and Limitations
on Evictions Ordinance (Chapter 6 -58 of the Alameda Municipal Code).
2. Capital Improvement. A Capital Improvement, for purposes of this Capital
Improvement Plan Policy, shall be any improvement to a Rental Unit or property that
(a) materially adds to the value of the property, (b) appreciably prolongs the useful life
or adapts the property to new use, (c) has a useful life of more than one year and is
required to be amortized over the useful life of the improvement under the straight line
depreciation provisions of the Internal Revenue Code and the regulations issued
pursuant thereto and (d) has a documented cost that is not less than the product of
eight times the amount of the Rent multiplied by the number of Rental Units to be
improved. No Rent Increase shall be granted and no Landlord shall terminate a
tenancy under this section for routine repairs, replacement or maintenance including,
but not limited to, interior painting of a Rental Unit, plastering, replacing broken
windows, replacing carpets or drapes, cleaning, fumigating, routine landscaping,
standard repairing of electrical and plumbing services, and repairing or replacing
furnished appliances.
3. Policy. This Policy allows a Landlord to obtain a Rent Increase and /or to seek a
termination of a tenancy in connection with Capital Improvements. Rent for a Rental
Unit shall be increased to provide a just and reasonable return on the expenditures
for Capital Improvements where the Landlord in good faith intends primarily to benefit
the Tenants and where such Capital Improvements are for major long term
improvements or repairs as defined in Section 6 or are necessary to bring the Rental
Unit or the building /complex into compliance with Code requirements_
4. When a Capital Improvement Plan Must be Filed. A Landlord must file with the
Program Administrator a Capital Improvement Plan, in a form as may be
approved by the Program Administrator, when the Landlord:
A. Is requesting a Rent Increase that exceeds the Maximum Increase in
connection with Capital Improvements;
B. Is requesting a Rent Increase that exceeds the Maximum Increase in
connection with Capital Improvements and the Landlord in good faith
believes the work associated with the Capital Improvements cannot be
accomplished safely with the Tenant remaining in the Rental Unit; or
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C. Is requesting a Rent Increase that is equal to or below the Maximum Increase
in connection with Capital Improvements and the Landlord in good faith
believes the work associated with the Capital Improvements cannot be
accomplished safely with the Tenant remaining in the Rental Unit.
5. Calculation of Rent Increases for Capital Improvements. Where a Landlord
demonstrates an improvement qualifies as a Capital Improvement under Section 2
and satisfies the Policy under Section 3, the Program Administrator shall calculate the
amount of a Rent Increase by amortizing the cost of the improvement, including the
confirmed interest rate for the financing that the Landlord secures for the
Capital Improvements, over the useful life of the improvement as provided herein
and dividing that cost by each Rental Unit that benefits by the improvement.
6. Major Long Term Improvements or Repairs. A Landlord's expenditures for any major
long term improvements or repairs listed in subsection A of this Section 6 shall qualify
for a permanent Rent Increase, provided the documented cost thereof is not less than
the product of eight times the amount of the Rent multiplied by the number of Rental
Units to be improved.
A. The following major long term improvements or repairs shall be eligible for a Rent
Increase:
1. A new roof covering all or substantially all of a building or a structurally
independent portion of a building;
2. A significant upgrade of the foundation of all or substantially all of a building or
a structurally independent portion of a building, including seismic retrofits;
3. A new or substantially new plumbing, electrical or heating, ventilation and air
conditioning (HVAC) system for all or substantially all of a building;
4. Exterior painting or installation /replacement of siding on all or substantially all
of a building;
5. Repairs reasonably related to correcting or preventing the spread of defects
that are noted as findings in a Wood Destroying Pest and Organisms Report
issued by a pest control company registered in Branch 3 of the State of
California Structural Pest Control Board provided that any such expenditures
for such repairs exceed $6000 or the product of $1000 times the number of
units in the building, whichever is less.
6. The installation of water conservation devices that are intended to reduce the
use of water or energy efficient devices, such as a solar roof system, that are
intended to save energy and /or reduce greenhouse gases.
7. Improvements or upgrades to the Rental Unit or the building /complex that meet
or exceed disability /accessibility standards as required by law.
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B. In determining the cost of a major repair under this Section 6, no consideration
shall be given to any additional cost incurred for increased property damage and /or
deterioration due to an unreasonable delay in the undertaking or completing any
repair or improvement.
7. Requests for Rent Increases and Notices to Tenants. A Landlord seeking a Rent
Increase based on Capital Improvements shall:
A. When the Rent Increase exceeds the Maximum Increase, (1) file with the Program
Administrator a request for a Rent Increase and a Capital Improvement Plan, (2)
provide to the Program Administrator supporting documentation of the Rent
Increase and the names and addresses of the Tenants affected by the request and
(3) mail a copy of the request for a Rent Increase (but not the supporting
documentation) to each Tenant affected by the request.
B. When the Rent Increase is equal to or below the Maximum Increase, notice the
Tenants of a Rent Increase as provided in Section 6 -58.60 of the Alameda
Municipal Code but the Landlord is not required to file with the Program
Administrator a request for a Rent Increase.
8. Supporting Documentation. For requests for a Rent Increase that exceed the
Maximum Increase, the supporting documentation must substantiate the interest rate
for financing the Capital Improvements and the nature and cost of the claimed
improvement and may include copies of invoices, signed contracts, material and labor
receipts, self -labor logs, cancelled checks, spread sheets or any other items of
documentation accepted and used in the normal course of business; provided,
however, if the supporting documentation is based on estimates, the Landlord must
subsequently provide to the Program Administrator supporting documentation as set
forth in the previous sentence.
9. Limitations on Rent Increases. No Rent Increase under this Policy shall be granted in
consideration of any Capital Improvement for which a building permit had been issued
prior to November 1, 2015 or, if the Capital Improvement was for work for which a
building permit was not required, for any Capital Improvement that was started prior
to November 1, 2015. For Capital Improvements commenced after November 1, 2015
for which a Landlord seeks a Rent Increase, a Landlord must comply with Section 7
within 12 months of completion of the Capital Improvements.
10. Program Administrator's Determination. The Program Administrator shall review the
request for a Rent Increase and supporting documentation and determine whether the
documentation is adequate and sufficient to approve the requested Rent Increase. If
the Program Administrator so determines and approves the request, the Program
Administrator shall notify the Landlord. Any approved Rent Increase shall not take
effect until the Program Administrator has determined the Landlord has completed the
Capital Improvement; provided, however, if the Landlord has requested a Rent
Increase based on estimated costs, the Program Administrator may grant conditional
approval of a Rent Increase but the Rent Increase shall not take effect until the
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Program Administrator has determined the Landlord has competed the Capital
Improvement and submitted to the Program Administrator adequate and sufficient
supporting documentation to approve the Rent Increase unconditionally. If the
Program Administrator does not approve the request for a Rent Increase, the Program
Administrator shall advise the Landlord in what respects the request is deficient.
11. Landlord's Notice to the Tenants That the Rent Increase Has Been Approved. Where
the Landlord has requested a Rent Increase that exceeds the Maximum Increase and
the Program Administrator has unconditionally approved the Rent Increase., the
Landlord shall notify the Tenants.
12. Relocation Assistance.
A. When the Landlord has notified a Tenant of the amount of a Rent Increase, either
as provided in Section 11 or as provided in Section 713, the Landlord must also
inform the Tenant that the Tenant must advise the Landlord within 30 days whether
or not the Tenant intends to remain in the Rental Unit and pay the Rent Increase.
If the Tenant has advised the Landlord that the Tenant does not intend to remain
in the Rental Unit and pay the Rent Increase or if the Tenant has not advised the
Landlord within 30 days one way or the other, the Landlord may take action to
terminate the tenancy but is required to provide relocation assistance to the Tenant
as provided in the City's Rent Review, Rent Stabilization and Limitations on
Evictions Ordinance (Section 6-58.150, Alameda Municipal Code).
B. Where the Landlord has notified a Tenant of a Rent Increase that is equal to or
less than the Maximum Increase based on the Capital Improvements and has filed
with the Program Administrator a Capital Improvement Plan that contemplates the
temporary or permanent relocation of a Tenant based on the Landlord's good faith
belief that the Capital Improvement work cannot be accomplished safely with the
Tenant in the Rental Unit and the Program Administrator concurs, the Program
Administrator will approve a Capital Improvement Plan that includes terms and
conditions of relocating the Tenant either on a temporary or permanent basis as
provided further in this section 12.
C. Where the Landlord has requested a Rent Increase that exceeds the Maximum
Increase and filed with the Program Administrator a Capital Improvement Plan that
contemplates the temporary or permanent relocation of a Tenant based on the
Landlord's good faith belief that the Capital Improvement work cannot be
accomplished safely with the Tenant in the Rental Unit and the Program
Administrator concurs, the Program Administrator will approve a Capital
Improvement Plan that includes terms and conditions of relocating the Tenant
either on a temporary or permanent basis as provided further in this section 12.
D. If (1) the approved Capital Improvement Plan requires a Tenant to vacate the
Tenant's Rental Unit, (2) the Tenant has informed the Landlord the Tenant will pay
the Rent Increase once the improvement work is complete and (3) at the time the
Tenant must vacate the Rental Unit there is a comparable and available
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replacement Rental Unit satisfactory to the Tenant within the building /complex, the
Landlord must (a) relocate the Tenant into such comparable and available
replacement Rental Unit satisfactory to the Tenant but within the building /complex,
(b) offer the Tenant the Rental Unit that the Tenant vacated, or a comparable
Rental Unit satisfactory to the Tenant within the building /complex, on a first right
of refusal basis (subject to the Rent Increase) when the Capital Improvement is
completed, (c) provide the Tenant with reasonable and documented costs of
relocating the Tenant to and from the replacement Rental Unit and (d) until the
Tenant re- occupies the Rental Unit or comparable Rental Unit after the Capital
Improvement is completed, impose on the Tenant the Rent the Tenant was paying
at the time of the displacement.
E. If (1) the approved Capital Improvement Plan requires a Tenant to vacate the
Tenant's Rental Unit, (2) the Tenant has informed the Landlord that the Tenant will
pay the Rent Increase once the improvement work is completed, and (3) at the
time that the Tenant must vacate the Rental Unit there is no comparable and
available Rental Unit satisfactory to the Tenant in the building /complex, the
Program Administrator will determine whether the Landlord must provide
temporary relocation benefits to the Tenant or whether the Landlord may
take action to terminate the tenancy. In determining whether a Tenant may
be temporarily relocated during the improvement work rather than
permanently relocated, the Program Administrator will take into
consideration the length of the displacement with the presumption that if the
work can be completed within six months, the relocation will be temporary.
Other terms and conditions concerning temporary relocation may include,
but not be limited to, offering the Tenant the Rental Unit that the Tenant has
vacated, or a comparable Rental Unit satisfactory to the Tenant within the
building /complex, on a first right of refusal basis (subject to the Rent
Increase) when the Capital Improvement is completed, determining whether
the displaced Tenant may be placed temporarily in a nearby hotel or similar
facility or stay temporarily with family or friends, providing the Tenant with
reasonable and documented costs of relocating the Tenant to and from the
temporary housing arrangements and requiring the Tenant to pay no more
than the Rent the Tenant was paying at the time of displacement until the
Tenant re- occupies the Rental Unit or the comparable Rental Unit after the
Capital Improvement is completed. If the Program Administrator determines
the Landlord may take action to terminate the tenancy due to the length of
time to complete the work or otherwise, the Landlord shall provide relocation
assistance to the Tenant as provided in the City's Rent Review, Rent
Stabilization and Limitations on Evictions Ordinance (Section 6- 58.150,
Alameda Municipal Code).
F. For purposes of this Section, a Rental Unit is comparable to the Tenant's Rental
Unit if both Rental Units are comparable in size, amenities and, as to a Tenant who
is disabled, accessibility.
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I, the undersigned, hereby certify that the foregoing resolution was duly and
regularly adopted and passed by the Council of the City of Alameda in a regular meeting
assembled on the 5th day of April 2016 by the following vote, to wit:
AYES: Councilmembers Daysog, Ezzy Ashcraft, Matarrese, Oddie
and Mayor Spencer — 5.
NOES: None.
ABSENT: None.
ABSTENTIONS: None.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the seal of said
City this 61h day of April 2016
L
Lara Weisiger, C Clerk
City of Alameda k
Approved as to form:
Jartdt,C". Kern, City Attorney
City 'X
of Alameda