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25L - AGMT VETERANS VILLAGE PROJ
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25L - AGMT VETERANS VILLAGE PROJ
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Last modified
8/16/2018 7:24:30 PM
Creation date
8/16/2018 7:21:17 PM
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City Clerk
Doc Type
Agenda Packet
Agency
Community Development
Item #
25L
Date
8/21/2018
Destruction Year
2023
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EXHIBIT 2 <br />The Developer is to provide a construction completion guaranty and repayment <br />guaranty. <br />Permanent Loan: <br />A 15 year term and a 40 year amortization; <br />b. Loan sizing based on 1.15 debt coverage ratio and maximum 80% loan to value <br />ratio based on a bank commissioned appraisal; <br />C. The loan will be secured with a first trust deed for the term of the loan; and <br />d. A currently estimated interest rate of 5.63% based on an indicative swap rate of <br />3.33% and a loan spread of 2.30%. <br />e. The estimated annual debt service payment is $616,353. <br />9% Tax Credits <br />The Project received a $12,648,740 competitively awarded Tax Credit allocation from TCAC in a <br />Reservation Letter dated June 13, 2018. Union Bank has also committed to provide $1.02 per <br />Tax Credit in equity, or a total of $2,901,710. The equity will be provided as follows: <br />A total of $121,691 upon the limited partnership and construction loan closing; <br />A total of $12,392,745 at lease -up, initial qualified occupancy and conversion of <br />permanent loans; and <br />$387,273 at receipt of 8609 and tenant file audit. <br />OCCF Loan <br />In a February 8, 2018 letter, OCCF agreed to provide the Project with a $1,500,000 loan with the <br />following terms: <br />■ A 15 year term from permanent loan conversion; <br />■ A 3% simple interest rate; <br />■ Annual payments of 75% of the residual receipts; and <br />■ Secured by a second trust deed that will be subordinated to the construction and <br />permanent loans. <br />SNHP Loan <br />The $2,912,000 SNHP Loan from the County was confirmed in a letter from CaIHFA dated <br />February 21, 2017 for 20 units dedicated to homeless veterans. This loan will have a 3% simple <br />interest rate, a 55 -year term and will be paid with 50% of the net residual receipts after the <br />OCCF loan payment is paid. The SNHP loan will be secured by a third trust deed that will be <br />subordinated to the construction/permanent and OCCF loans. <br />City of Santa Ana Underwriting & Subsidy Layering Review: Veteran's Village Page 19 <br />25L-19 <br />
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