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Item 09 - Approve a Pre-Commitment of up to $920,000 in Inclusionary Housing Funds for Eligible Homebuyers to Purchase Nine (9) Existing Rental Units that will be coverted into Affordable Ownership Condominium Units Located at 425 E. Wellington Avenue
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Item 09 - Approve a Pre-Commitment of up to $920,000 in Inclusionary Housing Funds for Eligible Homebuyers to Purchase Nine (9) Existing Rental Units that will be coverted into Affordable Ownership Condominium Units Located at 425 E. Wellington Avenue
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6/25/2025 1:35:50 PM
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City Clerk
Doc Type
Agenda Packet
Agency
Community Development
Item #
09
Date
7/1/2025
Destruction Year
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EXHIBIT 3 <br /> Judson Brown, City of Santa Ana February 10, 2025 <br /> Habitat Wellington — Preliminary Financial Gap Analysis Page 2 <br /> The purpose of the KMA analysis is to evaluate Habitat's financial assistance request. <br /> EXECUTIVE SUMMARY <br /> As noted previously, the City's financial assistance package is proposed to be structured in two <br /> components: <br /> nnwn Payment Assistance Program Alincation <br /> KMA completed a financial gap analysis to evaluate Habitat's request for$720,000 in Down <br /> Payment Assistance Program funds. The results of the KMA financial gap analysis are compared <br /> to Habitat's financial proposal in the following table: <br /> KMA Habitat Difference <br /> Total Development Costs $4,402,000 $4,374,200 $27,800 <br /> (Less) Total Available Revenue (3,654,200) (3,654,200) (-0-) <br /> Estimated Financial Gap $747,800 $720,000 $27,800 <br /> As shown in the preceding table, KMA estimates the Project's financial gap at $747,800. <br /> Comparatively, Habitat is requesting $720,000 in Down Payment Assistance Program funds <br /> from the City. This represents a $27,800, or approximately 4% differential. Habitat will be <br /> responsible for any unfunded financial gap above the $7200,000 in financial assistance <br /> proposed to be provided by the City. As such, it can be concluded that the City's proposed <br /> Down Payment Assistance Program funding is warranted by the Project's economics. <br /> The City proposes to utilize $720,000 in Inclusionary Funds to provide Down Payment <br /> Assistance Program funds to eligible homebuyers. The City Down Payment Assistance Program <br /> Allocation is based on providing up to $80,000 per unit in down payment assistance to each <br /> eligible Moderate or Low Income homebuyer. <br /> Conditional Relocation Allocation <br /> The City may utilize up to $200,000 in Inclusionary Funds to provide relocation assistance to <br /> existing apartment tenants that do not purchase an affordable unit at the property (City <br /> Relocation Assistance). The specific amounts utilized for the Conditional Relocation Allocation <br /> 2412002v3.SA.TRB <br /> 19090.018.035 <br />
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