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HomeMy WebLinkAboutCOM 0770.004 2002-2004 Kiriu, Connie From: Leithead-Todd, Bobby Jean Sent: Monday, October 04, 2004 6:13 PM To: Kiriu, Connie Cc: Doran, Charmaine; Yuen, Chris; Torigoe, Ivan Subject: RE: Request for Updated Opinion Still working on request. Out of office next two days for contested case hearings and then next two days for LUC and BOA meetings. The Mike Matsukawa opinion of 1991 sets out the basic analysis that should apply to an addition of conditions when a landowner comes in for a time extension. Briefly, I think the critical issue is whether the landowner has "vested" his rights through a "final discretionary action." Additionally, one must look at whether the landowner has changed his position in reliance on government assurances. What you are looking at is the question of "vested rights" and ,.equitable estoppel." In most time extensions, the developer has done little or nothing to comply with the conditions of the rezoning. However, in some cases, a landowner has substantially complied with the conditions and has expended a lot of money in reliance on the underlying zoning. Generally, even "permits for buildings and businesses are not per se protected against revocation in effect by subsequent enactment or amendment of zoning laws prohibiting the building, business or use for which they were issued." County of Kauai v. Pacific Standard Life Insurance Co., (Nukolii) 65 Haw. 318 (1982). Thus when the county general plan was amended, a landowner could not build pursuant to his underlying zoning, as it was inconsistent with the amended general plan. GATRI v. Blane, 88 Hawaii 108 (1998). It is clearly established in Hawaii case law that counties can downzone property. If it is permissible to downzone, then it is clearly permissible to add conditions upon granting an extension of time, so long as the landowner is not being discriminated against, has acquired vested rights or has otherwise a right to equitable estoppel. So long as the type of amendments/conditions sought by the Planning do not violate any of the above concepts, the original rezoning ordinance can be amended. Thus if, the conditions are similar to those imposed on other property that currently comes in for rezoning, is not adding additional requirements to a condition that has already been fulfilled or substantially complied with (or the landowner has expended substantial sums of money and has acted in good faith), I see no problem with the imposition of new conditions that were not applied at the time of the original rezoning. I apologize that I don't have a more formal fleshed out opinion for you. Basically, the analysis in the last two paragraphs of Mr. Matsukawa's 1991 opinion are still valid today. -----Original Message----- From: Kiriu, Connie Sent: Monday, October 04, 2004 8:43 AM To: Leithead-Todd, Bobby Jean Cc: Doran, Charmaine Subject: Request for Updated Opinion What is the status of WRK 04-8468 (Request for an updated opinion on prior Corp Counsel opinions relating to the issue of changing or adding new conditions to a request to extend the time of compliance of a zoning 1 Comm. No. Ref. To:Pr Ref. Cate_,~ ordinance. Also asked whether the analysis described in Matsukawa's opinion should be provided in the PD's recommendation. The Planning Committee will be discussing the particular time extension request that prompted Director Yuen's position on Tuesday. 2 OF?..;E OF THE CORPORA T1%_.4 COUNSEL Inter-Departmental Work Request Form G FICA DATE: 9/13/04 y, TO: OFFICE OF THE CORPORATION COUNSEL 04p ' P'7 I/ ATTN: obby Jean Leithead-Todd Name of Attorney assigned to your Department) FROM: Connie Kiriu Telephone No.: 8388 Name) Legislative Auditor's Office E-mail: ckiriu@co.hawaii.hi.us (Department) CONTACT Telephone No.: PERSON: E-mail: (Name) TYPE OF WORK REQUESTED: ® Opinion **Optional: If applicable, please indicate a specific deadline ? Draft for Corp. Counsel response: ? Review and Comment ? Other BRIEF DESCRIPTION OF WORK NEEDED: 1. Please provide an updated opinion on prior Corporation Counsel opinions dated April 20, 1993 (Gerald Takase), May 7, 1991 (Michael Matsukawa), & September 11, 1989 (Fred Giannini). All opinions, which were recently transmitted to you and Director Yuen, relate to the issue of changing or adding new conditions to a request to extend the time of compliance of a zoning ordinance. 2. Should the analysis described in Matsukawa's opinion be provided in the Planning Department's recommendation? Thank you very much. *Please route this form to the Office of the Corporation Counsel accompanied by your documentation. You will receive a copy of this form, indicating the assigned attorney, entry number, and the expected response date. Please remember to use the Entry Number appearing below on all subsequent correspondence or submissions to Corporation Counsel's Office. For Corporation Counsel Use Only: / p y ENTRY NO. WRK ((3g- I'~- / Date Received/Assigned: l l3 By: Attorney Assigned: Response Deadline: Li 4 5: Departments/Corporation Counsel/Interdepartmental Work Request Form2 Kiriu, Connie From: Kiriu, Connie Sent: Wednesday, August 11, 2004 2:23 PM To: Yuen, Chris Cc: Leithead-Todd, Bobby Jean Subject: Rezoning Conditions Memo 04-11 Thank you for copying me with your memo to planners regarding the inclusion of the affordable housing condition & fair share assessment in future time extension requests. Before I forward your memo to the Council, could you look at Corporation Counsel Memos dated April 20, 1993 (Gerald Takase), May 7, 1991 (Michael Matsukawa), & September 11, 1989 (Fred Giannini), which advised prior council on the same. I'll send a copy of the memos to you. Would you ask Corp Counsel for an update to the 3 opinions or do you want us to ask? While all opinions indicate adding conditions on time extensions are okay, there are limitations mentioned in Matsukawa's memo that should be provided when analyzing the added condition(s). Will this analysis be included in Planning's recommendation and, therefore, part of the Council's record on approval? Some Council Members would want to know the extent of its legal authority. Thanks for the heads up. t OtV OF M~ Harry Kim Christopher J. Yuen Mnynr Dimc(nr OF M~' Roy R. Takemoto Depu(v Dimcmr Gunfv of ~ttfvnll r°-q r-) PLANNING DEPARTMENT c 101 Pauahi Street, Suite 3 • Hilo, Hawaii 96720-3043 ' C (808) 961-8288 • Fax(808)961-8742 0 -v MEMORANDUM NO. 04-11 u w August 9, 2004 TO: PLANNERS FROM: CHRISTOPHER J. YUEN Z.'- I Planning Director SUBJECT: REZONING CONDITIONS / We sometimes get applications for time extensions for old rezoning ordinances that do not contain the conditions for "fair share" and affordable housing that have been standard for many years on new rezonings. Typically, these old ordinances are 10+ years old and will have to go to the council for time extensions. As a matter of regular practice, we should add the current affordable housing condition (referring to Chap. 11) and the current "fair share" language to our recommendation and draft ordinance if we are recommending the time extension. These older rezonings, which have not been used by the landowner for many years, should follow the same conditions as more recent rezonings, and make the same contributions for affordable housing and infrastructure. CJY:pak Wpwin60/Chris/Staff Memo - Rezoning Conditions cc: Ms. Bobby Jean Leithead-Todd Ms. Connie Kiriu, Legislative Auditor Hawaii County is an equal opportunity provider and employer. MtY oI b Stephen K Yamashiro Richard Wurdeman Major Corporation Counsel J~h•oi•H~'8t Clot fv of panivall OFFICE OF THE CORPORATION COUNSEL 101 Aupuni Street, Suite 325 • Hilo, Hawaii 967204262 • (808) 961.8251 Fax (808) 969.7049 FAMILY SUPPORT DIVISION: HIL0-688 Kinoole Street, Suite 214 • Hilo, Hawaii 96720 (808) 961-8375 • Fax (808) 935-7.428 KONA-P.O. Box 1748 • Knlakekua, Hawaii 96750 (808) 324.7117 • Fax (808) 324-1150 _ April 20, 1993 Honorable Takashi Domingo Chairman, Committee on Planning County of Hawaii 25 Aupuni Street Hilo, Hawaii 96720 Dear Chairman Domingo: Re: Amending Zoning When Property Owner Requests Additional Time To Complete Conditions A question has been raised as to whether or not property which has been re-zoned from residential agriculture, (RA) to agricultural, (AG) could be re-zoned to the earlier designation when an owner requests additional time to complete conditions of re-zoning. It is our opinion this would be an inappropriate amendment to a request to for an extension of time to complete the conditions of the re-zoning. We refer you to our earlier opinions of September 11, 1989 and May 7, 1991, regarding the subjects of additional conditions upon the time extension request which we have included for your review. In those, we have allowed the imposition of additional conditions which would further the purposes of the zoning code or the general plan. However, it should be recognized that there is a requirement of a reasonable relationship between the conditions and the public health, safety and welfare that these conditions would provide for. In re-designating the zoning of a parcel, we feel that there may be a deprivation of rights which was not anticipated nor called for by such a request. Honorable Takashi Domingo Page 2 April 20, 1993 It is our opinion that such a change would go beyond the areas in which amendments may be made, those being in the areas of health, safety and welfare. Therefore, it is our opinion that such a change would not be permissible. Should you have any further questions, please feel free to contact this office. Sincerely, RICHARD D. WURDEMAN Corporation Counsel By_ GE TAKASE Deputy Corporation Counsel GT:ch Enclosures 98721 Mj) or {ich.~el J. M3tsuk~..a _ Coryoratwn Counwl + Steven Christensen . Anuw~m Corpcianon Cnunxl ° Office of the Corporation Counsel f- Hilo t~goon Centre • 101 Aupunl Street, Suite 325 • Hilo, Hiwau 96720 (606) 961.6251 FIIE COPY May 7, 1991 CPV CHIEF ACC CC Councilman Takashi Domingo - Chairman, Committee on Planning County Council County of Hawaii Hilo, Hawaii Re: Review of Re-Zoning Ordinances Ordinance 341, as amended by Ordinance 85-18 (Pheasant Ridge) Dear Councilman Domingo: In response to your personal request on the council's authority, I am replying specifically to your question of whether the council may add further conditions to the provisions of the above-noted ordinance at this time. The county council may enact any legislation it desires in the area of land use under Section 46-1.5 (13), HRS and Section 46-4, HRS. Zoning and other land use regulation must be reasonable and must advance a legitimate public purpose. Section 25-18 of the county code not only allows the amendment of the use but also allows "changing any other provision" of the zoning code when public convenience or public welfare requires such additional changes. Section 25-20 of the county code also allows the imposition of "conditions which would further" the purposes of the zoning code and the general plan and other related ordinances of the county. It is common to find exactions being demanded of the landowner as conditions necessary for the public welfare. Such demands are imposed for various reasons - to supplement public resources, to mitigate the effect of the proposed new use, to correct or to update a prior decision, to reinforce existing regulations or to help "plug a loophole" or to prevent an abuse of the existing code. Whether the condition is set forth on a particular parcel (as is the case where a landowner seeks a change of zone) or is set forth in a general amendment affecting all land in designated areas (as in the case where the county seeks a change of zone), the county must still operate within constitutional limits - is a legitimate state interest being advanced, is the demand nondiscriminatory and reasonable and does the demand bear a reasonable connection to or rational nexus to the property or use in question. As stated in the previous opinions from our office, there are several limitations on the out-right imposition of additional conditions. First, the proposed addition must be nondiscriminatory, must be reasonable and must advance a legitimate state interest. Second, the existing circumstances or facts must justify the proposed addition. Third, the proposed addition must not interfere with or hinder the landowner's rights as defined in County of Kauai v. Standard Life Insurance Co., 65 Haw. 318 (1982): "Life of the Land therefore teaches that final discretionary action constitutes official assurance for zoning estoppel purposes. This rule acknowledges the incremental nature of the modern development process and strikes the appropriate balance between competing private and public interests. It preserves government control over development until the government's own process for making land use decisions leaves nothing to discretion. A proper understanding of the lat discretionary action in a governmental process will lead to predictable results consistent with the important public policy considerations that underlie Hawaii's estoppel rule. In each case, then, the central focus must be on the existing legal process. Identification of the operative mechanisms also will determine whether analogous governmental actions give rise to a similar right to rely. In this case it is undisputed that the last discretionary permit action by the County was the April 9, 1980 vote of the planning commission authorizing a Special Management Area (SMA) use permit for the Nukolii development. The SMA permit approval was nonlegislative action imposing new conditions on the development which expressly made compliance therewith precedent to issuance of a building permit. The SMA permit is analogous to the variance granted in Life of the Land and would constitute final discretionary action for estoppel purposes * * 65 Haw. at 329-30. In summary, the council must determine exactly what conditions, if any, it seeks to add to an already existing rezoning measure. Thereafter, the council must determine whether there is a factual basis for that condition. Then, the council must determine whether the imposition of that condition may be discriminatory if applied only to the land under consideration. Next, the council must determine at what stage of the permitting-planning process the landowner is and whether certain "final discretionary approvals" have already been granted so as to estop the county from adding more conditions. It is difficult to give you a "yes" or "no" answer since each case must be analyzed carefully in light of the existing facts and law of the case. Please call me if you have further questions. Thank you. Yours Y, Michael J. Matsukawa cc: Mayor Inouye Norman Hayashi Bruce McClure Bernard K Alum Mayor Richard 1. Mlyamoto Corporanon Counsel Office of the Corporation Counsel SlevenChrin y'F~"' Auisu~nt Corporation tionnon Couns<I Hllo lagoon Centre a 101 Aupuni Street, Suite 325 • WIo, Hawall %720 • (808) %1.8251 September 11, 1989 C 0 Tly Honorable Russell S. Kokubun, Chairman, and Members County Council Ccunty of Hawaii Hilo, Hawaii 96720 Dear Council Members: Re: New Conditions Added to Rezoning Ordinances When Property Owner Requests Additional Time to Complete Conditions This is in response to your question, raised at the August 30, 1989 council meeting, as to whether or not conditions may be added to an ordinance to rezone property when the owner of the subject property requests that the ordinance be amended to allow more time within which to complete all of the conditions imposed in the rezoning ordinance in effect. Our response is that conditions may be added to the ordinance, but that they should pertain only to factors or subjects which relate to the issue of the extension of time. Many ordinances which amend Chapter 25 of the Hawaii County Code (the zoning code) include a list of conditions with which the owner of the rezoned property must comply within a certain time period because the council has determined that these conditions are necessary to mitigate certain identified negative effects of the rezoning. These conditions may include such factors as providing affordable housing, constructing roads, curbs, sewers and other necessary improvements, and contributing money to assist in improving the adjoining public streets in anticipation of increased traffic caused by the new zoning. These conditions will have time limits on them, sometimes varying from condition to condition. A standard section of the ordinance usually provides a method for extensions. An example of such an extension procedure would be as follows: Honorable Russell S. Kokubun, Chairman, and Members Page 3 September 11, 1989 (1982). For example, where the rezoning is anticipated to cause increased traffic problems, it is reasonable to require that the owner contribute money or land for roadways or other actions to ameliorate those problems. Johnson y Glen, 246 Ga. 685, 273 S.E.2d 1 (1980). Because of this requirement of a reasonable relationship between the condition and the public health, safety, or welfare, conditions which are added on when an extension of time is granted should be limited to those relating to the reason for the extension. Otherwise, they could be challenged as being arbitrary or discriminatory. For example, assume that a rezoning ordinance had required, among other conditions, that the property owner build an access road and a drainage channel within one year after plan approval is granted. After one year, the owner has built the proper road, but needs another year to complete the channel. If the extension is granted, the council may impose new conditions on the channel construction which conditions are made necessary because of the time delay, but no new conditions may be imposed on the road. The road construction has already satisfied the valid requirement relating to public safety and welfare. A change in that requirement would be arbitrary and discriminatory. However, the channel requirement is unsatisfied. It may be changed to comply with the needs of public health, safety and welfare. Please contact this office should you have any questions. Very truly yours, RICHARD I. MIYAMOTO Corporation Counsel By FREDERICK GIANNINI Deputy Corporation Counsel FG:hc xc. Mayor's Read File