State of Illinois
92nd General Assembly
Legislation

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92_HB1084

 
                                              LRB9201028MWdvA

 1        AN ACT concerning development rights.

 2        Be  it  enacted  by  the People of the State of Illinois,
 3    represented in the General Assembly:

 4        Section 5. The  Counties  Code  is  amended  by  amending
 5    Section  5-3003 and by adding Sections 3-5022.5, 5-30024, and
 6    5-20025 as follows:

 7        (55 ILCS 5/3-5022.5 new)
 8        Sec. 3-5022.5. Conservation  easements.   No  person  may
 9    offer or present for recording and no recorder may accept for
10    recording any conservation easement that does not comply with
11    subsection  (f)  of  Section  5-30024 of the Counties Code or
12    subsection  (f)  of  Section  11-48.2-6B  of   the   Illinois
13    Municipal Code.

14        (55 ILCS 5/5-30003) (from Ch. 34, par. 5-30003)
15        Sec. 5-30003.  Definitions. As used in this Division, the
16    following  terms  shall have the meanings ascribed to them as
17    follows:
18        "Affordable housing".  Housing that is low-income housing
19    or moderate income housing.
20        "Affordable   housing    development".     Any    housing
21    development that is subsidized by the federal government, the
22    State,  or the county, or any housing development in which at
23    least 15% of the dwelling units are subject to  covenants  or
24    restrictions  that require that the dwelling units be sold or
25    rented at prices that preserve  them  as  affordable  housing
26    under Section 5-30025.
27        "Affordable  housing  incentives".   A  density bonus and
28    other development  incentives  granted  under  an  affordable
29    housing incentive ordinance under Section 5-30025.
30        "Affordable rent".  Monthly housing expenses, including a
 
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 1    reasonable  allowance  for  utilities, for affordable housing
 2    units  that  are  for  rent  to   low-   or   moderate-income
 3    households.
 4        "Affordable sales price".  A sales price at which low- or
 5    moderate-income  households  can  qualify for the purchase of
 6    affordable housing, calculated on the basis  of  underwriting
 7    standards  of  mortgage  financing  available for the housing
 8    development.
 9        "Alteration".  Any act or process  that  changes  one  or
10    more historic, architectural or physical features of an area,
11    site,  landscape,  place  or  structure,  including,  but not
12    limited to, the erection,  construction,  reconstruction,  or
13    removal  of  any  structure;  the  expansion  or  significant
14    modification  of agricultural activities; surface mining; and
15    clearing, grading or other modification of an area,  site  or
16    landscape that changes its current or natural condition.
17        "Architectural  significance".  Embodying the distinctive
18    characteristics  of  a  type,  period,  style  or  method  of
19    construction  or   use   of   indigenous   construction,   or
20    representing  the  work  of  an  important builder, designer,
21    architect,  or  craftsman  who   has   contributed   to   the
22    development of the community, county, State or country.
23        "Archaeological  significance".   Importance  as an area,
24    site, place or landscape that has yielded  or  is  likely  to
25    yield   information   concerning   past   patterns  of  human
26    settlement, or artifacts or information  concerning  previous
27    cultures  in  Illinois  or  previous  periods  of the present
28    culture.    Areas,  sites  or  landscapes  of  archaeological
29    significance may include, but are not limited to,  aboriginal
30    mounds,   forts,  earthworks,  burial  grounds,  historic  or
31    prehistoric ruins, locations of villages, mine excavations or
32    tailings, or other locations.
33        "Bonusable area".  Space that is  occupied  by  a  public
34    benefit  amenity  and  that  is  determined  by the county to
 
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 1    satisfy requirements under its land  development  regulations
 2    for additional gross floor area or dwelling units.
 3        "Bonus  ratio".   The  ratio of additional square feet of
 4    nonresidential  floor  area  granted  per  square   foot   of
 5    bonusable area.
 6        "Building".   Any  structure  designed or constructed for
 7    residential, commercial, industrial,  agricultural  or  other
 8    use.
 9        "Certificate  of  Appropriateness".  A certificate issued
10    by a preservation commission indicating its approval of plans
11    for  alteration,   construction,   demolition,   or   removal
12    affecting  a  nominated  or  designated  landmark or property
13    within a nominated or designated preservation district.
14        "Certificate  of  Economic  Hardship".    A   certificate
15    issued   by   a   Preservation   Commission   authorizing  an
16    alteration, construction, removal or demolition even though a
17    Certificate of Appropriateness has previously been denied  or
18    may be denied.
19        "Commissioners".  Members of a Preservation Commission.
20        "Conservation  Right".    A term that includes easements,
21    covenants, deed restrictions or any other type of  less  than
22    full fee simple interest as that term is defined in Section 1
23    of "An Act relating to conservation rights in real property",
24    approved September 12, 1977, as amended.
25        "Construction".   The  act  of  adding  an  addition to a
26    structure or the erection of a  new  principal  or  accessory
27    structure on a lot or property.
28        "Demolition".   Any act or process which destroys in part
29    or in whole a landmark or a building or  structure  within  a
30    preservation district.
31        "Density  bonus".   The  percentage  of  density increase
32    granted over the  otherwise  maximum  allowable  net  density
33    under  the  applicable zoning ordinance as of the date of the
34    application to the county for incentives by a developer.  The
 
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 1    density  bonus  applicable  to  affordable housing must be at
 2    least a 25% increase and  must  apply  to  the  site  of  the
 3    affordable housing development.
 4        "Design  Criteria".   A  standard of appropriate activity
 5    that will preserve the  historic,  architectural,  scenic  or
 6    aesthetic character of a landmark or preservation district.
 7        "Design  review  district".   A  geographically definable
 8    area possessing  a  significant  concentration,  linkage,  or
 9    continuity of sites, buildings, structures, or objects united
10    aesthetically by development or that, in the determination of
11    the   county   board,   has   the   potential  to  be  united
12    aesthetically by development.
13        "Development incentives".  Any of the following:
14             (1)  Reductions in building setback requirements.
15             (2)  Reductions   or   waivers   of   impact   fees,
16        application fees for development permits, utility  tap-in
17        fees, or other dedications or exactions.
18             (3)  Reductions  in  minimum  lot  area,  width,  or
19        depth.
20             (4)  Reductions   in  required  parking  spaces  per
21        dwelling unit or per square foot of floor area.
22             (5)  Increased maximum lot coverage.
23             (6)  Increased maximum building height or stories.
24             (7)  Reductions  in  minimum   building   separation
25        requirements,   provided   that  the  reductions  do  not
26        conflict with building code requirements of the State  or
27        the county, as applicable.
28             (8)  Reductions  or  waivers  of public or nonpublic
29        improvements.
30             (9)  Approval by  the  county  board  of  mixed  use
31        zoning   in  conjunction  with  the  housing  project  if
32        commercial, office, industrial, or other land  uses  will
33        contribute  significantly  to the economic feasibility of
34        the housing development and if the mixed  use  zoning  is
 
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 1        consistent with the comprehensive plan.
 2             (10)  Authorization   for   the  affordable  housing
 3        development to include nonresidential uses, provided  the
 4        uses   or   the  authorization  is  consistent  with  the
 5        comprehensive plan.
 6             (11)  Authorization for  affordable  housing  to  be
 7        located in a nonresidential zoning district, provided the
 8        authorization is consistent with the comprehensive plan.
 9             (12)  Other    incentives,    including    expedited
10        permitting or processing, proposed by the developer of an
11        affordable  housing  project or by the county that result
12        in identifiable cost reductions for  affordable  housing,
13        including  direct  financial aid in the form of a loan or
14        grant to subsidize or provide low interest financing  for
15        on-  or  off-site  improvements,  land,  or  construction
16        costs.
17        "Development   Rights".   The  development  rights  of  a
18    landmark or of a property within a preservation  district  as
19    defined in Section 11-48.2-1A of the Illinois Municipal Code.
20        "Development  Rights Bank".  A reserve for the deposit of
21    development rights as defined in Section  11-48.2-1A  of  the
22    Illinois Municipal Code.
23        "Exterior  Architectural  Appearance".  The architectural
24    character and  general  composition  of  the  exterior  of  a
25    building or structure, including but not limited to the kind,
26    color  and  texture  of  the  building material and the type,
27    design and character of all windows, doors,  light  fixtures,
28    signs and appurtenant elements.
29        "Floor area ratio".  The ratio of the maximum gross floor
30    area on a lot or parcel to the area of the lot or parcel that
31    is  permitted  under  the  land  development regulations of a
32    county.
33        "Historic Significance".  Character, interest or value as
34    part  of  the  development,  heritage,  or  culture  of   the
 
                            -6-               LRB9201028MWdvA
 1    community,  county,  State  or country; as the location of an
 2    important local, county, State or national event; or  through
 3    identification  with  a  person or persons who made important
 4    contributions to the development of  the  community,  county,
 5    State or country.
 6        "Housing  cost".   The sum of actual or projected monthly
 7    payments for any of the following  associated  with  for-sale
 8    affordable   housing  units:  principal  and  interest  on  a
 9    mortgage loan, including any loan  insurance  fees;  property
10    taxes  and assessments; fire and casualty insurance; property
11    maintenance and repairs; homeowner association  fees;  and  a
12    reasonable allowance for utilities.
13        "Housing     development".     Construction,    including
14    rehabilitation, projects consisting of 5 or more  residential
15    units,     including     single-family,    two-family,    and
16    multiple-family residences for sale or rent.
17        "Incentives".  One or more of the following:
18             (1)  Affordable housing incentives.
19             (2)  Bonus ratio.
20             (3)  Density bonus.
21        "Landmark".  A property  or  structure  designated  as  a
22    "Landmark"  by  ordinance  of  a  county  board,  pursuant to
23    procedures   prescribed   herein,   which   is   worthy    of
24    rehabilitation,  restoration,  or preservation because of its
25    historic or scenic or architectural significance.
26        "Landscape".  A  natural  feature  or  group  of  natural
27    features such as, but not limited to, valleys, rivers, lakes,
28    marshes, swamps, forests, woods, or hills; or  a  combination
29    of  natural  features  and  buildings,  structures,  objects,
30    cultivated  fields,  or  orchards  in  a  predominantly rural
31    setting.
32        "Low-income  housing".   Housing  that   is   affordable,
33    according  to  the  federal  Department  of Housing and Urban
34    Development, for either home ownership or rental and that  is
 
                            -7-               LRB9201028MWdvA
 1    occupied,  reserved,  or marketed for occupancy by households
 2    with a gross household income that does not exceed 50% of the
 3    median gross household income for households of the same size
 4    within the housing region in which the housing is located.
 5        "Moderate-income housing".  Housing that  is  affordable,
 6    according  to  the  federal  Department  of Housing and Urban
 7    Development, for either home ownership or rental and that  is
 8    occupied,  reserved,  or marketed for occupancy by households
 9    with a gross household income that is greater  than  50%  but
10    does  not exceed 80% of the median gross household income for
11    households of the same size  within  the  housing  region  in
12    which the housing is located.
13        "Object".  Any  tangible  thing,  including  any items of
14    personal property, including, but  not  limited  to,  wagons,
15    boats,  and  farm  machinery,  that  may  be  easily moved or
16    removed from real property.
17        "Owner of Record". The person  or  corporation  or  other
18    legal  entity  in  whose  name  the  property  appears on the
19    records of the County Recorder.
20        "Preservation  District".  An  area   designated   as   a
21    "preservation  district"  by  ordinance of a county board and
22    which may contain within definable geographic boundaries  one
23    or  more  landmarks  and which may have within its boundaries
24    other properties,  areas,  sites,  landscapes  or  structures
25    which,  while not of such historic or architectural or scenic
26    significance to  be  designated  as  landmarks,  nevertheless
27    contribute  to  the  overall  visual  characteristics  of the
28    landmark or landmarks located within the district.
29        "Preservation  Ordinance".  An  ordinance  enacted  by  a
30    county board pursuant to this Division that provides for  the
31    nomination,  designation,  and  protection  of  landmarks  or
32    preservation  districts, and that contains, at a minimum, the
33    elements required by Section 5-30009.
34        "Public benefit  amenity".   One  or  more  features  for
 
                            -8-               LRB9201028MWdvA
 1    public  use  or  benefit contained in a development that will
 2    entitle the development to a bonus ratio or a density  bonus,
 3    as applicable, including, but not limited to:
 4             (1)  Plazas, parks, and other open spaces.
 5             (2)  Overhead weather protection and street arcades.
 6             (3)  Bicycle parking and storage facilities.
 7             (4)  Performing arts theaters.
 8             (5)  Museums.
 9             (6)  Access   to   transit   stations   and  transit
10        easements.
11             (7)  Provision of child day-care centers.
12             (8)  Provision of affordable housing as  part  of  a
13        nonresidential development.
14        "Purchase   of  development  rights".   The  purchase  of
15    development rights from an owner of land by a county  or  the
16    voluntary  donation of development rights by an owner of land
17    to a county.
18        "Removal". Any  relocation  of  a  structure,  object  or
19    artifact on its site or to another site.
20        "Repair".   Any   change   that   is   not  construction,
21    alteration, demolition, or removal and is necessary or useful
22    for continuing normal maintenance and upkeep.
23        "Scenic  Significance".  Importance  as   a   result   of
24    appearance  or  character  that  remains relatively unchanged
25    from and embodies  the  essential  appearance  related  to  a
26    culture  from an earlier historic or prehistoric period; as a
27    result  of  a  unique  location,  appearance,   or   physical
28    character  that  creates  an established or familiar vista or
29    visual  feature;  or  as  a  geologic  or   natural   feature
30    associated  with  the development, heritage or culture of the
31    community, county, State or nation.
32        "Site". The traditional, documented or legendary location
33    of an event, occurrence, action or structure  significant  in
34    the  life  or  lives  of  a person, persons, group, or tribe,
 
                            -9-               LRB9201028MWdvA
 1    including but not limited  to,  cemeteries,  burial  grounds,
 2    campsites,   battlefields,   settlements,  estates,  gardens,
 3    groves, river crossings,  routes,  trails,  caves,  quarries,
 4    mines or significant trees or other plant life.
 5        "Structure".  Anything constructed or erected, the use of
 6    which requires permanent or temporary location on or  in  the
 7    ground, including (but without limiting the generality of the
 8    foregoing) barns, smokehouses, advertising signs, billboards,
 9    backstops  for  tennis  courts,  bridges,  fences,  pergolas,
10    gazebos,  radio  and  television  antennae, solar collectors,
11    microwave antennae, including supporting towers, roads, ruins
12    or  remnants  (including  foundations),  swimming  pools   or
13    walkways.
14        "Survey".  The systematic gathering of information on the
15    architectural,   historical,   scenic,   and   archaeological
16    significance  of  buildings,  sites,  structures,  areas,  or
17    landscapes  through  visual  assessment  in  the  field   and
18    historical research, for the purpose of identifying landmarks
19    or districts worthy of preservation.
20        "Unified  incentives  ordinance".   An ordinance that (i)
21    provides incentives for either the  provision  of  affordable
22    housing  and the dedication of open space or the provision of
23    community  design  amenities  or  (ii)  complies   with   all
24    requirements  of  Section  5-30025  for  both  an  affordable
25    housing  incentives ordinance and a community design and open
26    space incentives ordinance.
27    (Source: P.A. 86-962.)

28        (55 ILCS 5/5-30024 new)
29        Sec. 5-30024. Purchase of development rights.
30        (a)  A county board may adopt ordinances  and  amendments
31    to  ordinances  that  include  provisions for the purchase of
32    development rights in the manner prescribed in this Section.
33        (b)  The purposes of this Section are to:
 
                            -10-              LRB9201028MWdvA
 1             (1)  preserve open  space,  critical  and  sensitive
 2        areas, and natural hazard areas;
 3             (2)  conserve agriculture and forestry uses of land;
 4             (3)  protect  lands  and  structures  of  aesthetic,
 5        architectural, and historic significance;
 6             (4)  ensure  that  the  owners  of  land  that is so
 7        preserved, conserved,  or  protected  may  be  reasonably
 8        compensated for restrictions on otherwise reasonable uses
 9        of their property rights while retaining ownership of the
10        land  and  the right to commence and continue uses not so
11        restricted; and
12             (5)  provide a procedure for counties to  engage  in
13        preservation,   conservation,   or   protection   through
14        conservation easements.
15        (c)  The county board may adopt a purchase of development
16    rights  program  only by ordinance, and an ordinance  adopted
17    under this Section must:
18             (1)  Be adopted by the county board  only  after  it
19        has adopted:
20                  (A)  a comprehensive plan;
21                  (B)  for   a  purchase  of  development  rights
22             program concerning critical and sensitive  areas,  a
23             critical   and   sensitive   areas  element  of  the
24             comprehensive plan;
25                  (C)  for  a  purchase  of  development   rights
26             program   concerning   natural  hazards,  a  natural
27             hazards element of the comprehensive plan;
28                  (D)  for  a  purchase  of  development   rights
29             program    concerning    agriculture    or    forest
30             preservation, an agriculture and forest preservation
31             element of the comprehensive plan; and
32                  (E)  for   a  purchase  of  development  rights
33             program   concerning   historic   preservation,   an
34             historic preservation ordinance.
 
                            -11-              LRB9201028MWdvA
 1             (2)  Include a citation  to  enabling  authority  to
 2        adopt  and  amend  the  purchase  of  development  rights
 3        ordinance.
 4             (3)  Include  a statement of purpose consistent with
 5        subsection (b) of this Section.
 6             (4)  Include a statement  of  consistency  with  the
 7        comprehensive  plan  and  with  the  applicable  elements
 8        thereof.
 9             (5)  Describe  the  development  rights  that may be
10        purchased   in   reasonable   detail,    preferably    in
11        quantifiable terms such as area, building coverage ratio,
12        density,  floor  area  ratio,  height,  or other forms of
13        measurement.
14             (6)  Require the county to conduct an  appraisal  of
15        the  value  of  the  parcel  from  which the county is to
16        purchase development rights  and  of  the  value  of  the
17        development rights to be purchased.
18             (7)  Require  that  the  county  and  any owner of a
19        parcel from which the county is to  purchase  development
20        rights  enter  into  a  written  purchase  of development
21        rights agreement in compliance with subsections  (d)  and
22        (e) of this Section.
23        (d)  A purchase of development rights agreement must at a
24    minimum:
25             (1)  State  the address and legal description of the
26        premises.
27             (2)  State the name of  all  record  owners  of  the
28        premises.
29             (3)  Describe the development rights to be purchased
30        in  reasonable  detail,  preferably in quantifiable terms
31        such as area, building  coverage  ratio,  density,  floor
32        area ratio, height, or other forms of measurement.
33             (4)  State  the  price  that the county shall pay in
34        consideration of  the  purchase  of  development  rights,
 
                            -12-              LRB9201028MWdvA
 1        including  any  agreed terms under which payment is to be
 2        made, unless the development rights are being voluntarily
 3        donated by the owners of the parcel.
 4             (5)  Require that the owners of the parcel execute a
 5        deed  or  instrument  creating  a  conservation  easement
 6        releasing development rights as agreed and describing the
 7        released  development  rights   in   reasonable   detail,
 8        preferably  in  quantifiable  terms, with the parcel from
 9        which development  rights  are  being  purchased  as  the
10        servient  estate  and  the  county  as  the holder of the
11        easement.
12             (6)  Provide that  the  owner  of  the  parcel  must
13        submit the conservation easement to the regional planning
14        commission   for   its  approval  before  the  county  is
15        obligated to pay the stated price.
16             (7)  Require   that   the   county    approve    the
17        conservation  easement,  indicate  its  approval  on  the
18        instrument  creating  the  easement,  and  pay the agreed
19        price within 28 days after submission of  the  instrument
20        unless   the   development   rights   released   by   the
21        conservation   easement   vary   significantly  from  the
22        development rights that the owner of the servient  estate
23        agreed  to  release  under  the  purchase  of development
24        rights or there is some other significant  error  in  the
25        instrument.
26             (8)  Require  the  owners  of the servient estate to
27        record any approved conservation easement with the county
28        recorder within 28 days after payment (or after  approval
29        if the development rights are being voluntarily donated).
30        (e)  A  purchase  of  development  rights  agreement  may
31    require  that the conservation easement required by paragraph
32    (5)  of  subsection  (c)  name   one   or   more   non-profit
33    organizations as additional holders of the easement.
34        (f)  Any  instrument  purporting to convey a conservation
 
                            -13-              LRB9201028MWdvA
 1    easement under this Section but  where  the  county  has  not
 2    indicated  its approval on the instrument is void and may not
 3    be recorded or accepted by the county recorder for recording.
 4        (g)  This  Section  does  not  invalidate  any  completed
 5    purchase  of  development  rights  pursuant  to  any  earlier
 6    statute, ordinance, or regulation, if the transfer was  valid
 7    at that time.

 8        (55 ILCS 5/5-30025 new)
 9        Sec.  5-30025.  Land  use  incentives; unified incentives
10    ordinance.
11        (a)  The county board:
12             (1)  may  adopt  and   amend   an   ordinance   that
13        authorizes  incentives  for  the  provision of affordable
14        housing; and
15             (2)  may  adopt  and   amend   an   ordinance   that
16        authorizes  incentives  for  open  space  dedication  and
17        provision of public benefit amenities.
18        (b)  The  purpose  of  this  Section  is to authorize the
19    adoption and amendment of:
20             (1)  an affordable housing incentives  ordinance  in
21        order  to  respond  to and accommodate present and future
22        needs for affordable housing;
23             (2)  a community design and  open  space  incentives
24        ordinance  to provide additional amenities for public use
25        or benefit in new development that carry  out  goals  and
26        policies  of  a  county  identified  in its comprehensive
27        plan; and
28             (3)  a    unified    incentives    ordinance    that
29        incorporates paragraphs (1) and (2) of this subsection.
30        (c)  The county board may adopt and amend  an  affordable
31    housing  incentives  ordinance  only  after  it has adopted a
32    comprehensive plan that contains:
33             (1)  a housing element; and
 
                            -14-              LRB9201028MWdvA
 1             (2)  a  policy  in  written  or  mapped  form   that
 2        encourages affordable housing incentives.
 3        (d)  The  county  board  may  adopt and amend a community
 4    design and open space incentives ordinance only after it  has
 5    adopted a comprehensive plan that contains:
 6             (1)  a  housing  element  if  a  density  bonus  for
 7        residential development for the public benefit amenity of
 8        a plaza, park, or other open spaces is authorized;
 9             (2)  a community design element if any other type of
10        bonus ratio is authorized; and
11             (3)  a   policy  in  written  or  mapped  form  that
12        describes the relationship between the applicable  public
13        benefit  amenities  and  the density bonus or bonus ratio
14        and supports the granting of such density bonus or  bonus
15        ratio.
16        (e)  An   affordable   housing   incentive  ordinance,  a
17    community design and open space incentives  ordinance,  or  a
18    unified  incentives  ordinance  must  include  the  following
19    minimum provisions:
20             (1)  A  citation  to enabling authority to adopt and
21        amend the ordinance.
22             (2)  A statement  of  purpose  consistent  with  the
23        purposes of this Section.
24             (3)  A    statement    of   consistency   with   the
25        comprehensive plan.
26             (4)  Definitions, as appropriate, for any  words  or
27        terms  contained  in  the  affordable  housing  incentive
28        ordinance.  Where  this  Division defines words or terms,
29        the ordinance must incorporate those definitions,  either
30        directly or by reference.
31             (5)  Procedures  for  the review of applications for
32        incentives.
33             (6)  A requirement that every developer that  is  to
34        receive   incentives   must   enter  into  a  development
 
                            -15-              LRB9201028MWdvA
 1        agreement with the county.
 2             (7)  Designation of an officer or body to review and
 3        approve applications for incentives.
 4             (8)  Provisions  for  enforcement,   including   the
 5        issuance of certificates of compliance.
 6        (f)  An  affordable  housing  incentives  ordinance  or a
 7    unified incentives ordinance must also include the  following
 8    minimum provisions:
 9             (1)  A  requirement that, where a developer proposes
10        a housing development  within  the  jurisdiction  of  the
11        county,  the  county  must  provide  the  developer  with
12        affordable  housing  incentives  for  the  production  of
13        affordable   housing   within   the  development  if  the
14        developer meets the requirements set forth in subsections
15        (j) and (k) of this Section.
16             (2)  Provisions  to  ensure  that  once   affordable
17        housing is built through subsidies or other means as part
18        of  a  housing  development,  its  availability  will  be
19        maintained  by  establishing  income  qualifications  for
20        affordable  housing  renters  or purchasers and promoting
21        affirmative marketing.
22        (g)  A  community  design  and  open   space   incentives
23    ordinance or a unified incentives ordinance must also include
24    the following minimum provisions:
25             (1)  A  statement  of  the  types  or  categories or
26        public benefit amenities  for  which  a  bonus  ratio  or
27        density  bonus  shall  be  authorized,  the amount of the
28        respective bonus ratio or density bonus, and  the  zoning
29        use  district or overlay district to which public benefit
30        amenity and the respective bonus ratio or  density  bonus
31        apply.
32             (2)  Locational  and other development standards for
33        the public benefit amenities, including  a  statement  of
34        the  minimum bonusable area that a public benefit amenity
 
                            -16-              LRB9201028MWdvA
 1        must contain in order to be eligible for a bonus ratio or
 2        a density bonus.
 3             (3)  Requirements for permanent public access to the
 4        public benefit amenity, including signage indicating  the
 5        nature  of  the  public  access, secured by either (i)  a
 6        conveyance of the plaza, park, or other  open  space,  or
 7        access  to  transit stations or transit easements, to the
 8        county or appropriate governmental unit as a  public  use
 9        as  a  condition  of  approval of the development permit,
10        provided that the conveyance is in a form approved by the
11        attorney of the county or governmental unit or (ii) where
12        the public benefit amenity  will  not  be  owned  by  the
13        county  or  another  governmental unit, provisions in the
14        development agreement requiring permanent maintenance  by
15        the  property  owner, except that permanent public access
16        may be limited to normal business hours.
17        (h)  An affordable  housing  incentives  ordinance  or  a
18    unified incentives ordinance may require that any new housing
19    development  within the jurisdiction of the county contain at
20    least  15%  affordable  housing  if  such  a  requirement  is
21    consistent with a policy contained in the comprehensive plan.
22    The incentives offered  to  the  developer,  whether  density
23    bonuses, development incentives, or both, must be of at least
24    equivalent   financial  value  to  the  cost  of  making  the
25    affordable housing units affordable.
26        (i)  A  community  design  and  open   space   incentives
27    ordinance or a unified incentives ordinance may:
28             (1)  Include  a manual of graphic and written design
29        guidelines to assist developers  in  the  preparation  of
30        applications   for   community   design  and  open  space
31        incentives, but the guidelines shall be advisory only.
32             (2)  Include a statement of  the  minimum  bonusable
33        area  that  a public benefit amenity may contain in order
34        to be eligible for a bonus ratio or a density bonus.
 
                            -17-              LRB9201028MWdvA
 1             (3)  Include a provision that allows  the  developer
 2        to  provide  the  public  benefit  amenity  offsite  as a
 3        condition of receiving a bonus ratio  or  density  bonus,
 4        including  standards  of  proximity of the development to
 5        the offsite public benefit amenity.
 6             (4)  Be adopted as an overlay  district  to  all  or
 7        portions of existing zoning use districts. The boundaries
 8        of the overlay district must be shown on the zoning map.
 9        (j)  Where  a  developer  proposes  a housing development
10    that is to be an affordable housing development,  the  county
11    must either:
12             (1)  grant   a   density  bonus  and  at  least  one
13        development incentive, unless the county makes a  written
14        finding  that  the development incentive is not necessary
15        to reduce the price or rent  of  the  dwelling  units  in
16        order to ensure that they are affordable housing; or
17             (2)  provide,   in   lieu  of  density  bonuses  and
18        development incentives required by paragraph (1) of  this
19        subsection,    development   incentives   of   equivalent
20        financial value based upon the  land  cost  per  dwelling
21        unit.  The value of the equivalent development incentives
22        must at least equal the land cost per dwelling unit  that
23        would  result  from  a  density bonus and must contribute
24        significantly to the economic  feasibility  of  providing
25        the affordable housing units.
26        (k)  The  development  agreement entered into between the
27    developer  of  a  housing  development  that  is  to  be   an
28    affordable  housing  development  and the county must include
29    provisions to ensure the availability of  affordable  housing
30    for sale or rent.
31        The  development  agreement  may  provide for a period of
32    availability for affordable housing as follows:
33             (1)  Newly  constructed  low-  and   moderate-income
34        sales  and  rental  dwelling  units  must  be  subject to
 
                            -18-              LRB9201028MWdvA
 1        affordability controls for a period of not less  than  15
 2        years,  which  period  may  be  renewed  pursuant  to the
 3        development agreement.
 4             (2)  Rehabilitated   owner-occupied    single-family
 5        dwelling units that are improved to code standard must be
 6        subject  to  affordability  controls  for not less than 5
 7        years.
 8             (3)  Rehabilitated  renter-occupied  dwelling  units
 9        that are improved to code standard  must  be  subject  to
10        affordability  controls on re-rental for not less than 10
11        years.
12             (4)  Any   dwelling   unit   created   through   the
13        conversion  of  a  nonresidential   structure   must   be
14        considered  a  new  dwelling  unit and must be subject to
15        affordability controls as  delineated  in  paragraph  (1)
16        above.
17             (5)  Affordability    controls    on    owner-    or
18        renter-occupied  accessory  apartments must be applicable
19        for a period of not less than 5 years.
20             (6)  Alternative living arrangements  not  otherwise
21        described  in  this  subsection  must  be controlled in a
22        manner deemed suitable to the  county  and  must  provide
23        assurances  that  the  arrangements  will  house low- and
24        moderate-income households for not less than 10 years.
25        In  the  case  of  for-sale  housing  developments,   the
26    development    agreement    must    include   the   following
27    affordability controls governing the initial sale and use and
28    any resale:
29             (1)  All conveyances of newly constructed affordable
30        housing dwelling units subject to the affordable  housing
31        incentives  ordinance  that  are  for sale must contain a
32        deed restriction and mortgage lien that must be  recorded
33        with  the  county  recorder.   Any restrictions on future
34        resale must be included in  the  deed  restriction  as  a
 
                            -19-              LRB9201028MWdvA
 1        condition  of  approval  enforceable  through  legal  and
 2        equitable remedies.
 3             (2)  Affordable housing units must upon initial sale
 4    and resale in the period covered by the development agreement
 5    be  sold to eligible low- or moderate-income households at an
 6    affordable sales price and housing cost.
 7             (3)  Affordable housing units must  be  occupied  by
 8        eligible  low-  or  moderate-income households during the
 9        period covered by the development agreement.
10        In  the  case  of  rental   housing   developments,   the
11    development    agreement    must    include   the   following
12    affordability  controls  governing  the  use  of   affordable
13    housing units during the use restriction period:
14             (1)  Rules  and  procedures  for qualifying tenants,
15        establishing  affordable  rent,  filling  vacancies,  and
16        maintaining affordable housing rental units for qualified
17        tenants.
18             (2)  Requirements that owners verify tenant  incomes
19        and  maintain books and records to demonstrate compliance
20        with the agreement and with the ordinance.
21             (3)  Requirements  that  owners  submit  an   annual
22        report  to  the  county demonstrating compliance with the
23        agreement and with the ordinance.
24        The development agreement must include  a  schedule  that
25    provides  for  the  affordable  housing  units  to  be  built
26    concurrently   with   the  units  that  are  not  subject  to
27    affordability controls.
28        (l)  The approval of incentives constitutes a development
29    permit.
30        (m)  This Section does not limit or require the provision
31    of direct financial aid  by  the  county,  the  provision  of
32    publicly  owned  land,  or  the  waiver or reduction of fees,
33    including  impact  fees,  or  of   dedication   or   exaction
34    requirements.
 
                            -20-              LRB9201028MWdvA
 1        (n)  The  Department  of  Commerce  and Community Affairs
 2    must, no later than one year after the effective date of this
 3    amendatory Act of the  92nd  General  Assembly,  prepare  and
 4    distribute  a  model  affordable housing incentives ordinance
 5    and related guidelines to assist counties in  complying  with
 6    this Section.

 7        Section  10.  The  Illinois  Municipal Code is amended by
 8    changing Section 11-48.2-1A and by adding Sections 11-48.2-6B
 9    and 11-48.2-6C as follows:

10        (65 ILCS 5/11-48.2-1A) (from Ch. 24, par. 11-48.2-1A)
11        Sec. 11-48.2-1A. (1) The development rights of a landmark
12    site are  the  rights  granted  under  applicable  local  law
13    respecting  the  permissible  bulk  and  size of improvements
14    erected thereon. Development  rights  may  be  calculated  in
15    accordance  with  such factors as lot area, floor area, floor
16    area ratios, height limitations, or any  other  criteria  set
17    forth under local law for this purpose.
18        (2)  A  preservation  restriction  is a right, whether or
19    not stated in the form of a restriction,  easement,  covenant
20    or  condition, in any deed, will or other instrument executed
21    by or on behalf of the owner of the land or in any  order  of
22    taking,  appropriate  to  the  preservation of areas, places,
23    buildings  or  structures  to  forbid  or   limit   acts   of
24    demolition,  alteration, use or other acts detrimental to the
25    preservation of the areas, places, buildings or structures in
26    accordance with the purposes of  the  Division.  Preservation
27    restrictions shall not be unenforceable on account of lack of
28    privity  of  estate  or  contract,  or  of lack of benefit to
29    particular land or on account of the benefit being assignable
30    or being assigned.
31        (3)  A transfer of development  rights  is  the  transfer
32    from  a  landmark site of all or a portion of the development
 
                            -21-              LRB9201028MWdvA
 1    rights applicable thereto, subject to such  controls  as  are
 2    necessary  to  secure  the  purposes  of  this  Division. The
 3    transfer of development rights pursuant  to  sound  community
 4    planning   standards  and  the  other  requirements  of  this
 5    Division  is  hereby  declared  to  be  in  accordance   with
 6    municipal  health, safety and welfare because it furthers the
 7    more efficient utilization of urban space at a time when this
 8    objective is made urgent by the shrinking land base of  urban
 9    areas, the increasing incidence of large-scale, comprehensive
10    development   in   such  areas,  the  evolution  of  building
11    technology and similar factors.
12        (4)  A development rights bank is a  reserve  into  which
13    may  be deposited development rights associated with publicly
14    and privately-owned landmark sites. Corporate authorities  or
15    their  designees  shall  be  authorized to accept for deposit
16    within the bank gifts, donations, bequests or other transfers
17    of development rights from the  owners  of  said  sites,  and
18    shall  be  authorized  to  deposit therein development rights
19    associated with (i) the sites of municipally-owned  landmarks
20    and (ii) the sites of privately-owned landmarks in respect of
21    which   the   municipality   has   acquired   a  preservation
22    restriction through eminent domain or purchase. All transfers
23    of development rights from the development rights bank  shall
24    be  subject  to  the requirements of Sections 11-76-1 through
25    11-76-6 of the Municipal Code of Illinois, and  all  receipts
26    arising  from  the  transfers shall be deposited in a special
27    municipal  account  to  be   applied   against   expenditures
28    necessitated by the municipal landmarks program.
29        (5)  The  term,  public  easement,  shall  have  the same
30    meaning and effects herein as it has in Article IX, Section 3
31    of the Illinois Constitution of 1870 and Article IX,  Section
32    4(c)  of  the  Illinois Constitution of 1970. This amendatory
33    Act of 1971 does not apply to any  municipality  which  is  a
34    home rule unit.
 
                            -22-              LRB9201028MWdvA
 1        (6)  "Purchase  of  development  rights"  means  (i)  the
 2    purchase  of  development  rights  from an owner of land by a
 3    municipality or (ii) the voluntary  donation  of  development
 4    rights by an owner of land to a municipality.
 5        (7)  "Affordable   housing"   means   housing   that   is
 6    low-income housing or moderate-income housing.
 7        (8)  "Affordable  housing  development" means any housing
 8    development that is subsidized by the federal government, the
 9    State, or a municipality, or any housing development in which
10    at least 15% of the dwelling units are subject  to  covenants
11    or  restrictions that require that the dwelling units be sold
12    or rented at prices that preserve them as affordable  housing
13    under Section 11-48.2-6C.
14        (9)  "Affordable housing incentives" mean a density bonus
15    and  other development incentives granted under an affordable
16    housing incentive ordinance under Section 11-48.2-6C.
17        (10)  "Affordable rent" means monthly  housing  expenses,
18    including   a   reasonable   allowance   for  utilities,  for
19    affordable housing  units  that  are  for  rent  to  low-  or
20    moderate-income households.
21        (11)  "Affordable  sales  price"  means  a sales price at
22    which low- or moderate-income households can qualify for  the
23    purchase  of  affordable  housing, calculated on the basis of
24    underwriting standards of mortgage  financing  available  for
25    the housing development.
26        (12)  "Bonusable  area" means space that is occupied by a
27    public  benefit  amenity  and  that  is  determined  by   the
28    municipality   to   satisfy   requirements   under  its  land
29    development regulations for additional gross  floor  area  or
30    dwelling units.
31        (13)  "Bonus  ratio" means the ratio of additional square
32    feet of nonresidential floor area granted per square foot  of
33    bonusable area.
34        (14)  "Density  bonus"  means  the  percentage of density
 
                            -23-              LRB9201028MWdvA
 1    increase granted over the  otherwise  maximum  allowable  net
 2    density  under the applicable zoning ordinance as of the date
 3    of the application to the municipality for  incentives  by  a
 4    developer. The density bonus applicable to affordable housing
 5    must be at least a 25% increase and must apply to the site of
 6    the affordable housing development.
 7        (15)  "Development incentives" mean any of the following:
 8             (A)  Reductions in building setback requirements.
 9             (B)  Reductions   or   waivers   of   impact   fees,
10        application  fees for development permits, utility tap-in
11        fees, or other dedications or exactions.
12             (C)  Reductions  in  minimum  lot  area,  width,  or
13        depth.
14             (D)  Reductions  in  required  parking  spaces   per
15        dwelling unit or per square foot of floor area.
16             (E)  Increased maximum lot coverage.
17             (F)  Increased maximum building height or stories.
18             (G)  Reductions   in   minimum  building  separation
19        requirements,  provided  that  the  reductions   do   not
20        conflict  with building code requirements of the State or
21        the municipality, as applicable
22             (H)  Reductions or waivers of  public  or  nonpublic
23        improvements.
24             (I)  Approval  by the corporate authorities of mixed
25        use zoning in conjunction with  the  housing  project  if
26        commercial,  office,  industrial, or other land uses will
27        contribute significantly to the economic  feasibility  of
28        the  housing  development  and if the mixed use zoning is
29        consistent with the comprehensive plan.
30             (J)  Authorization  for   the   affordable   housing
31        development  to include nonresidential uses, provided the
32        uses  or  the  authorization  is  consistent   with   the
33        comprehensive plan.
34             (K)  Authorization  for the affordable housing to be
 
                            -24-              LRB9201028MWdvA
 1        located in a nonresidential zoning district, provided the
 2        authorization is consistent with the comprehensive plan.
 3             (L)  Other incentives, including expedited permitted
 4        or processing, proposed by the developer of an affordable
 5        housing project or by the  municipality  that  result  in
 6        identifiable  cost  reductions  for  affordable  housing,
 7        including  direct  financial aid in the form of a loan or
 8        grant to subsidize or provide low interest financing  for
 9        on-  or  off-site  improvements,  land,  or  construction
10        costs.
11        (16)  "Floor  area  ratio" means the ratio of the maximum
12    gross floor area on a lot or parcel to the area of the lot or
13    parcel  that  is  permitted  under   the   land   development
14    regulations of a municipality.
15        (17)  "Housing cost" means the sum of actual or projected
16    monthly  payments  for  any  of the following associated with
17    for-sale affordable housing units: principal and interest  on
18    a  mortgage loan, including any loan insurance fees; property
19    taxes and assessments; fire and casualty insurance;  property
20    maintenance  and  repairs;  homeowner association fees; and a
21    reasonable allowance for utilities.
22        (18)  "Housing development" means construction, including
23    rehabilitation, projects consisting of 5 or more  residential
24    units,     including     single-family,    two-family,    and
25    multiple-family residences for sale or rent.
26        (19)  "Incentives" mean one or more of the following:
27             (A)  Affordable   housing   incentives,    including
28        expedited permitting and processing.
29             (B)  Bonus ratio.
30             (C)  Density bonus.
31        (20)  "Low-income   housing"   means   housing   that  is
32    affordable, according to the federal  Department  of  Housing
33    and  Urban  Development,  for either home ownership or rental
34    and that is occupied, reserved, or marketed for occupancy  by
 
                            -25-              LRB9201028MWdvA
 1    households with a gross household income that does not exceed
 2    50%  of  the  median gross household income for households of
 3    the same size within the housing region in which the  housing
 4    is located.
 5        (21)  "Moderate-income  housing"  means  housing  that is
 6    affordable, according to the federal  Department  of  Housing
 7    and  Urban  Development,  for either home ownership or rental
 8    and that is occupied, reserved, or marketed for occupancy  by
 9    households with a gross household income that is greater than
10    50%  but  does  not  exceed 80% of the median gross household
11    income for households of the same  size  within  the  housing
12    region in which the housing is located.
13        (22)  "Public benefit amenity" means one or more features
14    for  public  use  or  benefit contained in a development that
15    will entitle the development to a bonus ratio  or  a  density
16    bonus, as applicable, including, but not limited to:
17             (A)  Plazas, parks, and other open spaces.
18             (B)  Overhead weather protection and street arcades.
19             (C)  Bicycle parking and storage facilities.
20             (D)  Performing arts theaters.
21             (E)  Museums.
22             (F)  Access   to   transit   stations   and  transit
23        easements.
24             (G)  Provision of child day-care centers.
25             (H)  Provision of affordable housing as  part  of  a
26        nonresidential development.
27        (23)  "Unified  incentives  ordinance" means an ordinance
28    that (i)  provides  incentives  for  both  the  provision  of
29    affordable  housing  and  dedication  of  open  space  or the
30    provision of community design  amenities  and  (ii)  complies
31    with  all  requirements  of  Section  11-48.2-6C  for both an
32    affordable  housing  incentives  ordinance  and  a  community
33    design and open space incentives ordinance.
34    (Source: P.A. 77-1372.)
 
                            -26-              LRB9201028MWdvA
 1        (65 ILCS 5/11-48.2-6B new)
 2        Sec. 11-48.2-6B. Purchase of development rights.
 3        (a)  The corporate authorities  of  a  municipality   may
 4    adopt  ordinances  and  amendments to ordinances that include
 5    provisions for the purchase  of  development  rights  in  the
 6    manner prescribed in this Section.
 7        (b)  The purposes of this Section are to:
 8             (1)  preserve  open  space,  critical  and sensitive
 9        areas, and natural hazard areas;
10             (2)  conserve agriculture and forestry uses of land;
11             (3)  protect  lands  and  structures  of  aesthetic,
12        architectural, and historic significance;
13             (4)  ensure that the  owners  of  land  that  is  so
14        preserved,  conserved,  or  protected  may  be reasonably
15        compensated for restrictions on otherwise reasonable uses
16        of their property rights while retaining ownership of the
17        land and the right to commence and continue uses  not  so
18        restricted; and
19             (5)  provide   a  procedure  for  municipalities  to
20        engage  in  preservation,  conservation,  or   protection
21        through conservation easements.
22        (c)  The  corporate  authorities  of  a  municipality may
23    adopt a  purchase  of  development  rights  program  only  by
24    ordinance, and an ordinance adopted under this Section must:
25             (1)  Be  adopted  by  the corporate authorities only
26        after they have adopted:
27                  (A)  a comprehensive plan;
28                  (B)  for  a  purchase  of  development   rights
29             program  concerning  critical and sensitive areas, a
30             critical  and  sensitive  areas   element   of   the
31             comprehensive plan;
32                  (C)  for   a  purchase  of  development  rights
33             program  concerning  natural  hazards,   a   natural
34             hazards element of the comprehensive plan;
 
                            -27-              LRB9201028MWdvA
 1                  (D)  for   a  purchase  of  development  rights
 2             program    concerning    agriculture    or    forest
 3             preservation, an agriculture and forest preservation
 4             element of the comprehensive plan; and
 5                  (E)  for  a  purchase  of  development   rights
 6             program   concerning   historic   preservation,   an
 7             historic preservation ordinance.
 8             (2)  Include  a  citation  to  enabling authority to
 9        adopt  and  amend  the  purchase  of  development  rights
10        ordinance.
11             (3)  Include a statement of purpose consistent  with
12        subsection (b) of this Section.
13             (4)  Include  a  statement  of  consistency with the
14        comprehensive  plan  and  with  the  applicable  elements
15        thereof.
16             (5)  Describe the development  rights  that  may  be
17        purchased    in    reasonable   detail,   preferably   in
18        quantifiable terms such as area, building coverage ratio,
19        density, floor area ratio,  height,  or  other  forms  of
20        measurement.
21             (6)  Require   the   municipality   to   conduct  an
22        appraisal of the value  of  the  parcel  from  which  the
23        municipality is to purchase development rights and of the
24        value of the development rights to be purchased.
25             (7)  Require  that the municipality and any owner of
26        a parcel from  which  the  municipality  is  to  purchase
27        development  rights  enter  into  a  written  purchase of
28        development   rights   agreement   in   compliance   with
29        subsections (d) and (e) of this Section.
30        (d)  A purchase of development rights agreement must at a
31    minimum:
32             (1)  State the address and legal description of  the
33        premises.
34             (2)  State  the  name  of  all  record owners of the
 
                            -28-              LRB9201028MWdvA
 1        premises.
 2             (3)  Describe the development rights to be purchased
 3        in reasonable detail, preferably  in  quantifiable  terms
 4        such  as  area,  building  coverage ratio, density, floor
 5        area ratio, height, or other forms of measurement.
 6             (4)  State the price that the municipality shall pay
 7        in consideration of the purchase of  development  rights,
 8        including  any  agreed terms under which payment is to be
 9        made, unless the development rights are being voluntarily
10        donated by the owners of the parcel.
11             (5)  Require that the owners of the parcel execute a
12        deed  or  instrument  creating  a  conservation  easement
13        releasing development rights as agreed and describing the
14        released  development  rights   in   reasonable   detail,
15        preferably  in  quantifiable  terms, with the parcel from
16        which development  rights  are  being  purchased  as  the
17        servient estate and the municipality as the holder of the
18        easement.
19             (6)  Provide  that  the  owner  of  the  parcel must
20        submit the conservation easement to the  plan  commission
21        for  its approval before the municipality is obligated to
22        pay the stated price.
23             (7)  Require  that  the  municipality  approve   the
24        conservation  easement,  indicate  its  approval  on  the
25        instrument  creating  the  easement,  and  pay the agreed
26        price within 28 days after submission of  the  instrument
27        unless   the   development   rights   released   by   the
28        conservation   easement   vary   significantly  from  the
29        development rights that the owner of the servient  estate
30        agreed  to  release  under  the  purchase  of development
31        rights or there is some other significant  error  in  the
32        instrument.
33             (8)  Require  the  owners  of the servient estate to
34        record any approved conservation easement with the county
 
                            -29-              LRB9201028MWdvA
 1        recorder within 28 days after payment (or after approval,
 2        if the development rights are being voluntarily donated).
 3        (e)  A  purchase  of  development  rights  agreement  may
 4    require that the conservation easement required by  paragraph
 5    (5)   of   subsection   (c)   name  one  or  more  non-profit
 6    organizations as additional holders of the easement.
 7        (f)  Any instrument purporting to convey  a  conservation
 8    easement  under  this  Section but where the municipality has
 9    not indicated its approval on the instrument is void and  may
10    not  be  recorded  or  accepted  by  the  county recorder for
11    recording.
12        (g)  This  Section  does  not  invalidate  any  completed
13    purchase  of  development  rights  pursuant  to  any  earlier
14    statute, ordinance, or regulation, if the transfer was  valid
15    at that time.

16        (65 ILCS 5/11-48.2-6C new)
17        Sec.  11-48.2-6C. Land use incentives; unified incentives
18    ordinance.
19        (a)  The corporate authorities of a municipality:
20             (1)  may  adopt  and   amend   an   ordinance   that
21        authorizes  incentives  for  the  provision of affordable
22        housing; and
23             (2)  may  adopt  and   amend   an   ordinance   that
24        authorizes  incentives  for  open  space  dedication  and
25        provision of public benefit amenities.
26        (b)  The  purpose  of  this  Section  is to authorize the
27    adoption and amendment of:
28             (1)  an affordable housing incentives  ordinance  in
29        order  to  respond  to and accommodate present and future
30        needs for affordable housing;
31             (2)  a community design and  open  space  incentives
32        ordinance  to provide additional amenities for public use
33        or benefit in new development that carry  out  goals  and
 
                            -30-              LRB9201028MWdvA
 1        policies  of  a  county  identified  in its comprehensive
 2        plan; and
 3             (3)  a    unified    incentives    ordinance    that
 4        incorporates paragraphs (1) and (2) of this subsection.
 5        (c)  The corporate  authorities  of  a  municipality  may
 6    adopt  and  amend  an affordable housing incentives ordinance
 7    only after they  have  adopted  a   comprehensive  plan  that
 8    contains:
 9             (1)  a housing element; and
10             (2)  a   policy  in  written  or  mapped  form  that
11        encourages affordable housing incentives.
12        (d)  The corporate  authorities  of  a  municipality  may
13    adopt  and amend a community design and open space incentives
14    ordinance only after they have adopted a  comprehensive  plan
15    that contains:
16             (1)  a  housing  element  if  a  density  bonus  for
17        residential development for the public benefit amenity of
18        a plaza, park, or other open spaces is authorized;
19             (2)  a community design element if any other type of
20        bonus ratio is authorized; and
21             (3)  a   policy  in  written  or  mapped  form  that
22        describes the relationship between the applicable  public
23        benefit  amenities  and  the density bonus or bonus ratio
24        and supports the granting of such density bonus or  bonus
25        ratio.
26        (e)  An   affordable   housing   incentive  ordinance,  a
27    community design and open space incentives  ordinance,  or  a
28    unified  incentives  ordinance  must  include  the  following
29    minimum provisions:
30             (1)  A  citation  to enabling authority to adopt and
31        amend the ordinance.
32             (2)  A statement  of  purpose  consistent  with  the
33        purposes of this Section.
34             (3)  A    statement    of   consistency   with   the
 
                            -31-              LRB9201028MWdvA
 1        comprehensive plan.
 2             (4)  Definitions, as appropriate, for any  words  or
 3        terms  contained  in  the  affordable  housing  incentive
 4        ordinance.  Where  this  Division defines words or terms,
 5        the ordinance must incorporate those definitions,  either
 6        directly or by reference.
 7             (5)  Procedures  for  the review of applications for
 8        incentives.
 9             (6)  A requirement that every developer that  is  to
10        receive   incentives   must   enter  into  a  development
11        agreement with the municipality.
12             (7)  Designation of an officer or body to review and
13        approve applications for incentives.
14             (8)  Provisions  for  enforcement,   including   the
15        issuance of certificates of compliance.
16        (f)  An  affordable  housing  incentives  ordinance  or a
17    unified incentives ordinance must also include the  following
18    minimum provisions:
19             (1)  A  requirement that, where a developer proposes
20        a housing development  within  the  jurisdiction  of  the
21        municipality, the municipality must provide the developer
22        with  affordable housing incentives for the production of
23        affordable  housing  within  the   development   if   the
24        developer meets the requirements set forth in subsections
25        (j) and (k) of this Section.
26             (2)  Provisions   to  ensure  that  once  affordable
27        housing is built through subsidies or other means as part
28        of  a  housing  development,  its  availability  will  be
29        maintained  by  establishing  income  qualifications  for
30        affordable housing renters or  purchasers  and  promoting
31        affirmative marketing.
32        (g)  A   community   design  and  open  space  incentives
33    ordinance or a unified incentives ordinance must also include
34    the following minimum provisions:
 
                            -32-              LRB9201028MWdvA
 1             (1)  A statement  of  the  types  or  categories  or
 2        public  benefit  amenities  for  which  a  bonus ratio or
 3        density bonus shall be  authorized,  the  amount  of  the
 4        respective  bonus  ratio or density bonus, and the zoning
 5        use district or overlay district to which public  benefit
 6        amenity  and  the respective bonus ratio or density bonus
 7        apply.
 8             (2)  Locational and other development standards  for
 9        the  public  benefit  amenities, including a statement of
10        the minimum bonusable area that a public benefit  amenity
11        must contain in order to be eligible for a bonus ratio or
12        a density bonus.
13             (3)  Requirements for permanent public access to the
14        public  benefit amenity, including signage indicating the
15        nature of the public access,  secured  by  either  (i)  a
16        conveyance  of  the  plaza, park, or other open space, or
17        access to transit stations or transit easements,  to  the
18        municipality or appropriate governmental unit as a public
19        use as a condition of approval of the development permit,
20        provided that the conveyance is in a form approved by the
21        attorney of the municipality or governmental unit or (ii)
22        where the public benefit amenity will not be owned by the
23        municipality  or another governmental unit, provisions in
24        the development agreement requiring permanent maintenance
25        by the  property  owner,  except  that  permanent  public
26        access may be limited to normal business hours.
27        (h)  An  affordable  housing  incentives  ordinance  or a
28    unified incentives ordinance may require that any new housing
29    development  within  the  jurisdiction  of  the  municipality
30    contain at least 15% affordable housing if such a requirement
31    is consistent with a policy contained  in  the  comprehensive
32    plan.  The  incentives  offered  to  the  developer,  whether
33    density  bonuses, development incentives, or both, must be of
34    at least equivalent financial value to the cost of making the
 
                            -33-              LRB9201028MWdvA
 1    affordable housing units affordable.
 2        (i)  A  community  design  and  open   space   incentives
 3    ordinance or a unified incentives ordinance may:
 4             (1)  Include  a manual of graphic and written design
 5        guidelines to assist developers  in  the  preparation  of
 6        applications   for   community   design  and  open  space
 7        incentives, but the guidelines shall be advisory only.
 8             (2)  Include a statement of  the  minimum  bonusable
 9        area  that  a public benefit amenity may contain in order
10        to be eligible for a bonus ratio or a density bonus.
11             (3)  Include a provision that allows  the  developer
12        to  provide  the  public  benefit  amenity  offsite  as a
13        condition of receiving a bonus ratio  or  density  bonus,
14        including  standards  of  proximity of the development to
15        the offsite public benefit amenity.
16             (4)  Be adopted as an overlay  district  to  all  or
17        portions of existing zoning use districts. The boundaries
18        of the overlay district must be shown on the zoning map.
19        (j)  Where  a  developer  proposes  a housing development
20    that  is  to  be  an  affordable  housing  development,   the
21    municipality must either:
22             (1)  grant   a   density  bonus  and  at  least  one
23        development incentive, unless the  municipality  makes  a
24        written  finding  that  the  development incentive is not
25        necessary to reduce the price or  rent  of  the  dwelling
26        units  in  order  to  ensure  that  they  are  affordable
27        housing; or
28             (2)  provide,   in   lieu  of  density  bonuses  and
29        development incentives required by paragraph (1) of  this
30        subsection,    development   incentives   of   equivalent
31        financial value based upon the  land  cost  per  dwelling
32        unit.  The value of the equivalent development incentives
33        must at least equal the land cost per dwelling unit  that
34        would  result  from  a  density bonus and must contribute
 
                            -34-              LRB9201028MWdvA
 1        significantly to the economic  feasibility  of  providing
 2        the affordable housing units.
 3        (k)  The  development  agreement entered into between the
 4    developer  of  a  housing  development  that  is  to  be   an
 5    affordable  housing  development  and  the  municipality must
 6    include provisions to ensure the availability  of  affordable
 7    housing for sale or rent.
 8        The  development  agreement  may  provide for a period of
 9    availability for affordable housing as follows:
10             (1)  Newly  constructed  low-  and   moderate-income
11        sales  and  rental  dwelling  units  must  be  subject to
12        affordability controls for a period of not less  than  10
13        years,  which  period  may  be  renewed  pursuant  to the
14        development agreement.
15             (2)  Rehabilitated   owner-occupied    single-family
16        dwelling units that are improved to code standard must be
17        subject  to  affordability  controls  for not less than 5
18        years.
19             (3)  Rehabilitated  renter-occupied  dwelling  units
20        that are improved to code standard  must  be  subject  to
21        affordability  controls on re-rental for not less than 10
22        years.
23             (4)  Any   dwelling   unit   created   through   the
24        conversion  of  a  nonresidential   structure   must   be
25        considered  a  new  dwelling  unit and must be subject to
26        affordability controls as  delineated  in  paragraph  (1)
27        above.
28             (5)  Affordability    controls    on    owner-    or
29        renter-occupied  accessory  apartments must be applicable
30        for a period of not less than 5 years.
31             (6)  Alternative living arrangements  not  otherwise
32        described  in  this  subsection  must  be controlled in a
33        manner deemed  suitable  to  the  municipality  and  must
34        provide  assurances that the arrangements will house low-
 
                            -35-              LRB9201028MWdvA
 1        and moderate-income  households  for  not  less  than  10
 2        years.
 3        In   the  case  of  for-sale  housing  developments,  the
 4    development   agreement   must    include    the    following
 5    affordability controls governing the initial sale and use and
 6    any resale:
 7             (1)  All conveyances of newly constructed affordable
 8        housing  dwelling units subject to the affordable housing
 9        incentives ordinance that are for  sale  must  contain  a
10        deed  restriction and mortgage lien that must be recorded
11        with the county recorder.   Any  restrictions  on  future
12        resale  must  be  included  in  the deed restriction as a
13        condition  of  approval  enforceable  through  legal  and
14        equitable remedies.
15             (2)  Affordable housing units must upon initial sale
16        and resale in  the  period  covered  by  the  development
17        agreement  be  sold  to  eligible low- or moderate-income
18        households at an affordable sales price and housing cost.
19             (3)  Affordable housing units must  be  occupied  by
20        eligible  low-  or  moderate-income households during the
21        period covered by the development agreement.
22        In  the  case  of  rental   housing   developments,   the
23    development    agreement    must    include   the   following
24    affordability  controls  governing  the  use  of   affordable
25    housing units during the use restriction period:
26             (1)  Rules  and  procedures  for qualifying tenants,
27        establishing  affordable  rent,  filling  vacancies,  and
28        maintaining affordable housing rental units for qualified
29        tenants.
30             (2)  Requirements that owners verify tenant  incomes
31        and  maintain books and records to demonstrate compliance
32        with the agreement and with the ordinance.
33             (3)  Requirements  that  owners  submit  an   annual
34        report  to the municipality demonstrating compliance with
 
                            -36-              LRB9201028MWdvA
 1        the agreement and with the ordinance.
 2        The development agreement must include  a  schedule  that
 3    provides  for  the  affordable  housing  units  to  be  built
 4    concurrently   with   the  units  that  are  not  subject  to
 5    affordability controls.
 6        (l)  The approval of incentives constitutes a development
 7    permit.
 8        (m)  This Section does not limit or require the provision
 9    of direct financial aid by the municipality, the provision of
10    publicly owned land, or the  waiver  or  reduction  of  fees,
11    including   impact   fees,   or  of  dedication  or  exaction
12    requirements.
13        (n)  The Department of  Commerce  and  Community  Affairs
14    must, no later than one year after the effective date of this
15    amendatory  Act  of  the  92nd  General Assembly, prepare and
16    distribute a model affordable  housing  incentives  ordinance
17    and  related guidelines to assist municipalities in complying
18    with this Section.

19        Section 15.  The State Mandates Act is amended by  adding
20    Section 8.25 as follows:

21        (30 ILCS 805/8.25 new)
22        Sec.  8.25.  Exempt  mandate.  Notwithstanding Sections 6
23    and 8 of this Act, no reimbursement by the State is  required
24    for  the  implementation  of  any  mandate  created  by  this
25    amendatory Act of the 92nd General Assembly.

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