FYBEL, J. —
The Roman Catholic Diocese of Orange (the Diocese) and Kisco Senior Living, LLC (Kisco), desire to build a living community for senior citizens on a parcel of real property, owned by the Diocese (the Project), which is located in an unincorporated area of Orange County (the County). The County Board of Supervisors (the Board) created a new zoning definition for senior residential housing, and applied it to the Project site; found the Project was consistent with the County's general plan and the "North Tustin Specific Plan" (sometimes referred to as NTSP); and found the Project complied with
Appellants
In this case, applying the required standard of review, which is deferential to the Board, we conclude the Board's findings that the Project would be consistent with the County's general plan and with the North Tustin Specific Plan are supported by substantial evidence. The creation of the new senior residential housing zone and its application to the Project site were not arbitrary or capricious, or lacking in evidentiary support. Although the Board's actions constituted spot zoning, the spot zoning was permissible. The trial court erred in entering judgment in Foothill's favor and in issuing the writ of mandate. We therefore reverse. As explained in detail, post, we remand the matter for further consideration by the trial court of issues relating to CEQA.
Our reversal of the judgment renders moot Foothill's appeal
In 1956, the Diocese received a gift of a 7.25-acre parcel of undeveloped property in the North Tustin area of the County. In 2003, the Diocese decided to develop the property as a senior residential community. The Diocese
The Project site is located within the area covered by the North Tustin Specific Plan, which regulates the development of property within its boundaries and was adopted by the Board in 1982. Under the North Tustin Specific Plan, the Project site is designated as a residential single-family district. In July 2009, the County issued a notice of preparation for the Project's environmental impact report (EIR). The draft EIR was released in May 2010 for a 45-day public comment period. The final EIR was released by the County in December 2010.
In January 2011, the County Planning Commission conducted a public hearing on the Project, at the end of which it recommended that the Board approve the Project and certify the final EIR. The Board conducted a public hearing on the Project, after which it issued one ordinance and two resolutions approving the Project and making necessary changes to the North Tustin Specific Plan to permit its development. In ordinance No. 11-008, the Board amended the North Tustin Specific Plan to add a new zoning district for senior residential housing and to change the land use district for the Project site to the new senior residential housing designation. In resolution No. 11-038, the Board certified the EIR for the Project as complete, accurate, and in compliance with the requirements of CEQA. And in resolution No. 11-039, the Board approved both a use permit for the Project as a senior living facility, and a site development permit. In March 2011, the Board amended the North Tustin Specific Plan to create a new zoning district — the senior residential housing land use district — which it applied to the Project site. The same month, the County filed a notice of determination of the Board's approval of the Project and certification of the final EIR.
In April 2011, Foothill filed a verified petition for a writ of mandate and complaint for declaratory relief against the County and the Board. In March 2012, the trial court issued a minute order granting the petition. Judgment was entered. Foothill filed a motion for a new trial (in order to clarify whether the writ and the judgment resolved the CEQA issues raised in the petition), which was denied. Foothill, the Diocese and Kisco, and the County and the Board filed separate, timely notices of appeal.
"The `rezoning of property, even a single parcel, is generally considered to be a quasi-legislative act' thus `subject to review under ordinary mandamus.' The standard for review of a quasi-legislative act is whether the action was `arbitrary or capricious or totally lacking in evidentiary support.' [Citations.]" (Avenida San Juan Partnership v. City of San Clemente (2011) 201 Cal.App.4th 1256, 1268 [135 Cal.Rptr.3d 570]; see Arnel Development Co. v. City of Costa Mesa (1980) 28 Cal.3d 511, 521-522 [169 Cal.Rptr. 904, 620 P.2d 565]; Wilkins v. City of San Bernardino (1946) 29 Cal.2d 332, 338-340 [175 P.2d 542] (Wilkins).)
"`In a mandamus proceeding, the ultimate question, whether the agency's action was arbitrary or capricious, is a question of law. [Citations.] Trial and appellate courts therefore perform the same function and the trial court's statement of decision has no conclusive effect upon us. [Citation.]' [Citation.]" (Western/California, Ltd. v. Dry Creek Joint Elementary School Dist. (1996) 50 Cal.App.4th 1461, 1492 [58 Cal.Rptr.2d 220].)
The party challenging a zoning ordinance as arbitrary or capricious bears the burden of producing sufficient evidence from which the trier of fact may conclude that the ordinance is unreasonable and invalid. (Wilkins, supra, 29 Cal.2d at p. 338; County of Butte v. Bach (1985) 172 Cal.App.3d 848, 860 [218 Cal.Rptr. 613].) In this case, the burden of proof was on Foothill.
A specific plan, such as the North Tustin Specific Plan, is usually more detailed than a general plan, and covers specific parts of the community. The approval of a specific plan does not create a vested right to develop property in a manner consistent with the specific plan, or to prevent development inconsistent with it. (People v. County of Kern (1974) 39 Cal.App.3d 830, 837-838 [115 Cal.Rptr. 67].) A specific plan may be adopted or amended by resolution or ordinance of the appropriate legislative body. (Gov. Code, §§ 65358, 65453.) These sections of the Government Code recognize that "[a] county's needs necessarily change over time.... It follows that a county must have the power to modify its land use plans as circumstances require." (Napa Citizens for Honest Government v. Napa County Bd. of Supervisors (2001) 91 Cal.App.4th 342, 357-358 [110 Cal.Rptr.2d 579].) Despite Foothill's argument to the contrary, the North Tustin Specific Plan does not constitute a contract entered into by the County. (See Gov. Code, § 65453, subd. (a) [specific plans "may be amended as often as deemed necessary by the legislative body"].)
The ordinance by which the new senior residential housing zoning district was created and applied to the Project site reads, in relevant part, as follows: "The County, after balancing the specific economic, legal, social, technological, and other benefits of the proposed Project, has determined that the unavoidable adverse environmental impacts identified ... may be considered acceptable due to the following specific considerations which outweigh the unavoidable, adverse environmental impacts of the proposed Project, each of which standing alone is sufficient to support approval of the Project...." The specific considerations identified by the County include (1) the Project addresses the housing element goals for senior housing set forth in the County's general plan, (2) the Project is compatible with the character of the surrounding neighborhood, (3) the Project addresses and remedies existing issues with storm drains and runoff, (4) the Project would provide for a deed restriction to be imposed on the property, so that future owners would be prohibited from other incompatible uses, and (5) the Project allows for implementation of policies set forth in the North Tustin Specific Plan.
In Case v. City of Los Angeles (1956) 142 Cal.App.2d 66, 67-68 [298 P.2d 50], the owner of 26 acres of land zoned "C-2" sought a change in zoning to the less restrictive "C-M" for three and one-third acres of its total acreage; the remaining portion of the owner's property would remain zoned as C-2. The trial court found that the ordinance by which the city made the requested zoning change "`violates good zoning practice and comprehensive zoning planning and does not satisfy or meet good zoning practice and was arbitrary and discriminatory with respect to owners of property similarly situated.'" (Id. at p. 67.) The appellate court accepted that the zoning change was an example of spot zoning, but reversed a portion of the judgment because the plaintiffs (who owned property that did not adjoin the rezoned property and did not share either the original or the amended zoning classification) did not have standing to pursue their claim: "While ordinances for spot zoning and those which create monopolies are examples of illegal, unreasonable, arbitrary and discriminatory zoning [citations], in an action for declaratory relief ... [citation] the court is authorized to determine and declare only the issues between the parties to the action. It having been found in the instant action that none of plaintiffs' properties is `similarly situated' to that zoned by Ordinance Number 100,775, and that none of plaintiffs' rights are infringed by it, the paragraph of said judgment from which defendants have appealed is a declaration concerning matters not properly in issue." (Id. at p. 70.)
Many other jurisdictions have concluded that an amendment to a zoning ordinance that singles out a small parcel of land for a use different from that of the surrounding properties and for the benefit of the owner of the small parcel and to the detriment of other owners is spot zoning. (See, e.g., Yellow Lantern Kampground v. Town of Cortlandville (N.Y.App.Div. 2000) 279 A.D.2d 6, 9 [716 N.Y.S.2d 786, 788-789]; Schubach v. Zoning Board of Adjustment (1970) 440 Pa. 249, 253-254 [270 A.2d 397, 399]; Balough v. Fairbanks North Star Borough (Alaska 2000) 995 P.2d 245, 264; Pharr v. Tippitt (Tex. 1981) 616 S.W.2d 173, 177 [24 Tex. Sup. Ct. J. 392]; Palisades Properties, Inc. v. Brunetti (1965) 44 N.J. 117, 134 [207 A.2d 522, 533-534].)
Foothill's overriding argument is that the change in zoning of the Project site was inconsistent with the North Tustin Specific Plan. "No ... zoning ordinance may be adopted or amended within an area covered by a specific plan unless it is consistent with the adopted specific plan." (Gov. Code, § 65455.) Under the applicable standard of review, we consider the Board's factual findings of consistency and defer to them unless "no reasonable person could have reached the same conclusion on the evidence before it."
We note initially that the California Legislature has encouraged the development of senior citizen housing by creating a 20 percent density bonus for such projects. (Gov. Code, § 65915. subds. (b)(1)(C), (f)(3).) The Board's approval of the Project and change in zoning to permit the Project to be constructed are consistent with statewide priorities.
The creation of the senior residential housing zoning district is in the public interest and consistent with the County's general plan and with the North Tustin Specific Plan. In enacting resolution Nos. 11-038 and 11-039, the Board found, based on the facts in the administrative record, that "[t]he proposed Project would be consistent with the General Plan, NTSP, as amended, and Senior Living Ordinance." As defined in ordinance No. 11-008 creating the senior residential housing district, only senior housing units, not other types of multidwelling uses (such as apartment buildings), can be built on the Project site. Also, the development standards are consistent with the surrounding residential single-family zoning district. We reach this conclusion based on our review of the many factual findings of consistency with the applicable general and specific plans, which are included in the administrative record.
The housing element, one of nine elements of the County's general plan, provides, in relevant part: "The special housing needs of seniors are an important concern in Orange County. This is especially so since many retired persons are likely to be on fixed low incomes, at greater risk of impaction, or housing overpayment. In addition, the elderly maintain special needs related to housing construction and location. Seniors often require ramps, handrails, lower cupboards and counters to allow greater access and mobility. In terms of location, because of limited mobility the elderly also typically need access to public facilities (e.g., medical and shopping) and public transit facilities. [¶] ... In general, every effort should be made to maintain the dignity, self-respect, and quality of life of mature residents in the County. [¶] ... [¶] In 2000, there were 6,162 owner households and 606 renter households in unincorporated Orange County where the householder was 65 or older.... Of these, 1,235 elderly persons were living alone. Many elderly persons are dependent on fixed incomes and/or have a disability. Elderly homeowners may be physically unable to maintain their homes or cope with living alone. The housing needs of this group can be addressed through smaller units, second units on lots with existing homes, shared living arrangements, congregate housing and housing assistance programs."
The housing element of the County's general plan also states that the County's provision of housing for seniors involves the following: "Senior
The staff report of the communities planning unit to the County Planning Commission explains that the Project is consistent with the housing element of the general plan: "The County's General Plan includes a Housing Element. The Housing Needs Assessment ... of the Housing Element acknowledges that the special housing needs of seniors are an important concern in the County of Orange. The elderly maintain special needs related to housing construction and location. The Housing Element states that every effort should be made to maintain the dignity, self-respect, and quality of life of mature residents in the County. This applies to mature citizens who prefer to stay in their own dwellings and those who relocate to a retirement community. According to the Housing Element, housing is one of the top five concerns among the senior population. According to the State of California, Department of Finance, in 2000 the total population of seniors in Orange County, age 55 years and older, was at 509,043, which comprised about 17.8% of the total population. Orange County's senior population increased to 702,919, comprising 21.8% of the total population in 2010. It is anticipated to increase to 945,081 in 2020, which is an estimated 26.8% of the estimated total population.... This is approximately an 86% increase within ten years. [¶] The proposed project is for a 100 percent senior living community, and it will be deed restricted for those 55 years of age and older. There are two types of living arrangements proposed — independent living and assisted living. Some independent living units would be located in the main building. Additionally, the bungalows would serve as independent living units, and are a good transition for people moving from larger homes to a senior living campus. The independent residential units do not require licensing from the State of California. The proposed project would not be a nursing facility and would not offer nursing service. This project provides two different housing types, thus enabling residents to age in one place and not have to move as circumstances change."
The staff report also explains how the Project is consistent with the North Tustin Specific Plan: "The project site is located within the NTSP. Land Use Districts within the NTSP serve as the applicable zoning designations. The project site's Land Use District is currently Residential Single Family (100-RSF). The 100 prefix indicates a requirement of a 100-foot frontage for each building site. Permitted uses are single detached dwelling units per
The Board's findings in support of the final EIR provide, in relevant part: "A modification of the land use in the NTSP would meet the intent of the land use design goals and policies, enhance the role of medium and high density housing, a stated goal of the NTSP, and permit additional variety of residential densities on the Project site and would fulfill the need for additional senior housing in the community, which is consistent with the County of Orange General Plan. The Project would be in substantial conformity with the goals and policies of the General Plan and the NTSP. Changing the land use designation within the NTSP of the Project site does not set a precedent for any future land use changes or rezones. The Project site would continue to be zoned only for residential uses. No Project-level or cumulative impacts are identified." Those findings also provide: "The proposed senior living community provides an opportunity to balance housing opportunities, promote innovative development concepts, provide landscaping buffers and maintain residential character as provided in the NTSP, which from a land use policy perspective allows for orderly implementation of the NTSP and County General Plan."
In the environmental analysis section of the draft EIR for the Project, the County provided a table explaining the Project's consistency with the land use design goals and policies of the North Tustin Specific Plan. In addition to being a residential development, consistent with the residential nature of the surrounding community, the Project was found to be consistent with the North Tustin Specific Plan's setback and landscape design criteria.
In its minute order, the trial court concluded the County had failed to cite to a "comprehensive plan" addressing senior housing needs. Foothill did not make such an argument before the trial court, nor does it address this aspect of the minute order on appeal. We find nothing in the applicable law that would allow us to conclude the Board's approval of the new zone was arbitrary or capricious, based on the lack of a citation to a comprehensive plan regarding the housing needs of senior citizens. Even if such a citation were required, we would conclude the references to state law and to the housing element of the general plan would suffice.
Foothill argues that the Board was not permitted to conclude the change in zoning was appropriate because it had previously determined the single-family residential zone was appropriate for the site on which the Project is to be built. Specifically, in the EIR prepared in 1982 in connection with the implementation of the North Tustin Specific Plan, the Board found that the detached single-family residential zoning district was the "most appropriate and compatible" zoning district for the Project site. While this was undoubtedly true, we find that the passage of more than 30 years, the development of the County as a whole, and the changing needs of the people of the County (especially senior citizens) were proper for the Board to consider in determining that the Project site might be more appropriately rezoned for other uses.
Among the objectives of the Project, as acknowledged by the Board in ordinance No. 11-008, is the intent to "[u]tilize the property to fulfill a faith-based mission of the Diocese of Orange which owns the property and to provide onsite faith-based services for the community," and to "[p]rovide faith-based independent and assisted living facilities for seniors with a range of housing types and densities to balance housing opportunities consistent with Land Use and Design Goal C of the NTSP." Foothill argues that because the Project fulfills a faith-based objective of the Diocese, the County and the Board violated the establishment clause of the First Amendment by rezoning the property to allow the Project to be built.
Foothill makes a new, related argument in its appellate brief. Foothill argues that the new zoning district gave the Diocese a monopoly on senior residential housing. We reject Foothill's argument for the simple reason that the new zoning district has been created and is applicable anywhere in the
Foothill filed a cross-appeal in which it raises two issues. First, Foothill argues the trial court erred by failing to set aside the ordinance creating the new senior residential housing zoning district. As set forth in detail, ante, the creation and application of the new zoning district were in the public interest and were not arbitrary or capricious. Therefore, we reject Foothill's argument that the ordinance creating the new zoning district must be set aside.
Second, Foothill argues that the matter must be remanded to the trial court to rule on Foothill's claims that the approval of the Project violated CEQA. In its minute order, the trial court concluded, "[t]he ruling on the CEQA issues raised by petitioner is unnecessary given the ruling on the zoning issue." The proposed judgment and proposed peremptory writ of mandate prepared by Foothill provided that the County and the Board must set aside and vacate all approvals of the Project pertaining to CEQA, among other things. Appellants objected on the grounds the judgment and writ exceeded the rationale expressed by the trial court in its minute order. The trial court agreed with Appellants: "The court has read and considered the joint objections to the petitioner's proposed judgment and writ of mandate and rules as follows: [¶] ... Sustained as to objection that the proposed judgment and writ are in excess of the scope of the court's minute order. The project involved passage of one ordinance and two resolutions. The effect of the Court's ruling as to the ordinance regarding the SRH [(senior residential housing)] zoning amendment was to only vacate the application of the SRH zoning amendment to Real Parties['] property and not to vacate the creation of the new zone itself. The court did not vacate CEQA findings or approvals in the ordinance or resolutions."
Foothill then filed a motion for a new trial, in which it asked the trial court to clarify that the court "did
We conclude there was not a judgment on the merits as to the issues of compliance with CEQA. The only way to read the judgment and the
The judgment is reversed and the matter is remanded for further proceedings regarding the CEQA issues. The appeal from the postjudgment order is dismissed as moot. Appellants to recover costs on appeal.
Bedsworth, Acting P. J., and Moore, J., concurred.