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80B - JAMBOREE HOUSING PRE-LOAN COMMITMENT
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80B - JAMBOREE HOUSING PRE-LOAN COMMITMENT
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Last modified
2/28/2019 7:33:45 AM
Creation date
2/28/2019 7:26:18 AM
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City Clerk
Doc Type
Agenda Packet
Agency
Community Development
Item #
80B
Date
3/5/2019
Destruction Year
2024
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Judson Brown, City of Santa Ana <br />Budget Inn: Preliminary Financial Gap Analysis <br />Total Development Costs <br />(Less) Total Available Funding Sources <br />Financial Gap <br />Per Unit <br />February 21, 2019 <br />Page 11 <br />$29,745,000 <br />(28,075,000) <br />$1,670,000 <br />$18,400 <br />As shown in the preceding analysis, KMA estimates that the Project exhibits a $1.67 <br />million financial gap. In contrast, the Developer is requesting $1.69 million in financial <br />assistance from the City. This represents a $17,000 differential, which is an <br />approximately 1% difference. It is the KMA opinion that a difference of this magnitude <br />can be considered insignificant. <br />SOCIAL SERVICE EXPENSE DISCUSSION <br />The Developer is currently estimating the social service expenses at $311,500 per year, <br />which equates to $3,500 per affordable unit. This budget assumes one full-time <br />program manager, two full-time service coordinators, and one part-time peer counselor. <br />The Developer is proposing to be the social service provider for the Project, and to pay <br />for 100% of the social service expenses through the Project's operating income. <br />In contrast to the Developer's proposal, other developers typically partner with non- <br />profit social service providers that obtain funding from other county and state entities <br />to pay for a portion of the social service costs. Thus, in most instances, the project itself <br />is not paying for a significant portion of the social service expenses directly out of <br />project operations. <br />As a result, the Developer's proposed social services budget is significantly higher than <br />the budgets included in recent similar projects that KMA has reviewed in the Southern <br />California region. For reference purposes, similar projects in Orange County have social <br />service budgets that range from $1,500 to $2,000 per affordable unit per year. <br />The inclusion of 100% of the social service expenses in the Project's operating budget, <br />reduces the NO[ available to obtain permanent loan proceeds, which in turn increases <br />the Project's financial gap. For example, if the social services budget were reduced to <br />$178,000 ($2,000 per affordable unit per year), the Project's NO[ could support an <br />additional $1.75 million in permanent loan proceeds, which would reduce the Project's <br />1902016.SA.TRB <br />80B-29 19090.017.009 <br />
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