HomeMy WebLinkAbout19F - HOUSING DIV REPORTREQUEST FOR
COUNCIL ACTION
CITY COUNCIL MEETING DATE:
AUGUST 20, 2019
TITLE:
RECEIVE AND FILE QUARTERLY REPORT
FOR HOUSING DIVISION PROJECTS AND
ACTIVITIES APRIL 2019 — JUNE 2019
(STRATEGIC PLAN NO. 5, 3C)
RECOMMENDED ACTION
CLERK OF COUNCIL USE ONLY:
APPROVED
❑ As Recommended
❑ As Amended
❑ Ordinance on 18t Reading
❑ Ordinance on 2nd Reading
❑ Implementing Resolution
❑ Set Public Hearing For
CONTINUED TO
FILE NUMBER
Receive and file the Quarterly Report for Housing Division Projects and Activities for the period of
April 2019 — June 2019.
COMMUNITY REDEVELOPMENT AND HOUSING COMMISSION ACTION
At its regular meeting on July 24, 2019, by a vote of 7:0 (Urzua and Garcia absent) the
Community Redevelopment and Housing Commission approved the recommended action.
DISCUSSION
This report for the quarter ending on June 30, 2019 provides statistics for all of the affordable
housing projects and activities for the Housing Division. The report is divided into four sections:
Loan Activity, Loan Portfolio Management and Monitoring, Affordable Housing Funds and
Commitments, and Development Projects.
Loan Activity
Applications
The Housing Division offers several different programs including down payment assistance for
first-time homebuyers and rehabilitation loans for mobile homes, single-family, multi -family, and
historic homes. Inquiries are received from the public and applications are accepted for these
programs on a continual basis. Table 1 shows the number of inquiries, applications sent out,
received and approved by type for the quarter and for the total fiscal year.
19F-1
Quarterly Report for Housing Division
August 20, 2019
Page 2
Table 1: Applications Sent Out, Received & Approved
Program
Inquiries
Applications
Sent Out
Applications
Received
Applications
A proved
Q4
Total FY
Q4
Total FY
Q4
Total FY
Q4
Total FY
Single -Family Rehabilitation
0
70
1
94
3
12
0
1
Mobile Home Rehabilitation
0
7
0
5
1
2
0
1
Multi -Family Rehabilitation
0
1
0
0
0
0
0
0
Historic Home Restoration
0
1
0
1
0
0
0
0
Homeownership / DPAP
0
54
71
246
1
10
0
4
The number of applications received is typically lower than the number of applications sent out in
any given period due to the stringent program guidelines for eligibility regulated by the federal
government, which makes it difficult for most applicants to qualify. Currently, due to the
retirement of the City's Senior Residential Construction Specialist in December 2018 and the
promotion of the Residential Construction Specialist into the position, the Housing Division does
not have adequate staffing to implement the Single -Family and Mobile Home Rehabilitation
Program. Any applications received have been put on hold. The interview process for the vacant
Residential Construction Specialist position has been completed and a conditional offer of
employment has been extended. It is anticipated that the position will be filled this quarter.
Rehabilitation Loan Underwriting and Approval Progress
During this quarter, zero (0) home rehabilitation loans were funded due to the program being on
hold.
Rehabilitation Program Construction Progress
During this phase, homeowners receiving rehabilitation loans are guided through an open
selection of contractors to complete the work on their homes. Each homeowner is given a list of
contractors that have been screened by staff for license and insurance requirements. However,
homeowners are allowed to select any contractor that meets these same requirements. Staff
assists the homeowners with the evaluation of bids and selection of a contractor. Staff also
monitors the construction work, approves payments to contractors, and tracks expenditures to
ensure compliance with the loan agreement and program guidelines. During this quarter, the
rehabilitation of two (2) single-family homes and two (2) mobile homes was completed.
Down Payment Assistance Loan Program Progress
For the Down Payment Assistance Loan Program, staff evaluates applicant eligibility and
oversees underwriting to ensure compliance with program guidelines and requirements
established by the U.S. Department of Housing and Urban Development (HUD). Applicants must
meet established income requirements, complete an eight -hour pre -purchase counseling program
from a HUD -approved housing counseling agency, be pre -qualified for a first mortgage and have
a minimum of three percent of the purchase price from their own savings. On March 6, 2018, City
Council approved an update to the Down Payment Assistance Loan Program increasing the loan
amount to $80,000 for low-income households and approving the use of. the Inclusionary Housing
Fund to offer down payment assistance of up to $40,000 for moderate -income households. The
19F-2
Quarterly Report for Housing Division
August 20, 2019
Page 3
updated program requires the buyer must be a current resident of Santa Ana and/or work in
Santa Ana at least 32 hours per week (except U.S Military Veterans). Additionally, the property
needs to be in good condition and pass an inspection. During this quarter, staff conducted one (1)
down payment assistance workshop in which a total of 70 people attended. Univision also
featured the City of Santa Ana's Down Payment Assistant Program in a news report in June. In
addition, one (1) inclusionary housing purchase application at City Ventures was received and is
still undergoing review.
Loan Portfolio Management & Monitoring
The Housing Division is responsible for managing the residential loan portfolio which includes all
of the loans entered into by the City and Housing Authority acting as the Housing Successor
Agency. As of the end of this quarter, the principal balance was $136,856,258. This is comprised
of 415 loans of which 391 are deferred or residual receipt payment loans. As shown in Table 2,
the loan portfolio generated $122,352 in payments of principal and interest during this quarter.
Table 2: Portfolio Revenue
Funding Source
HOME
CDBG
Redevelopment
NSP
CalHOME
Loan Payoffs
$0
$0
$18,046
$6,144
$0
Residual Receipts Payments
$11,957
$6,663
$35,839
$4,892
$0
Amortized Loan Payments
$3,870
$5,583
$19,360
$0
$0
Total For Q3
$15,827
$12,246
$73,245
$11,036
$0
Monitoring
As part of the requirements for these funds, staff must monitor the owner -occupancy of single-
family homes that have received loans, and the building code compliance of units in rental
projects with long-term affordability covenants. During this quarter, 76 owner -occupancy
recertification letters were mailed and 52 were returned and processed.
Staff also conducted building code compliance inspections for 125 units on fourteen (14)
properties. Regulations require that only a sample of units be selected for inspection. Staff also
inspects the grounds and common areas such as laundry rooms to ensure they also meet
municipal code requirements. The grounds, common areas and all of the inspected units were
found to be in compliance at the time of initial inspection.
Available Funds and Land Assets for Affordable Housing Development Projects
The City of Santa Ana and the Housing Authority acting as the Housing Successor Agency
manages multiple sources of local, state and federal funds to promote and facilitate the
development of affordable housing as well as land assets held by the Housing Authority. Exhibit
1 provides a summary of the funds available as of the end of May 31, 2019. The reconciliation of
available funds as of the end of the fourth quarter is not yet complete as of the date of this report.
Exhibit 2 provides a summary of available land assets.
19F-3
Quarterly Report for Housing Division
August 20, 2019
Page 4
Housing Opportunity Ordinance
On -Site Development:
Since 2011, a total of 33 units have been developed on -site as a result of the Ordinance,
including 23 ownership units for -sale and 10 rental units:
Units Built On -Site
Ownership
Rental
TOTAL
23
10
33
In -Lieu Fees Generated:
All in -lieu fees, penalties and other monies collected pursuant to the Housing Opportunity
Ordinance, including interest, are deposited into the Inclusionary Housing Fund. Since inception,
the Inclusionary Housing Fund has generated $17,872,871 to be used for the development of
housing affordable to low and moderate -income households, with a reasonable amount spent on
administrative or related expenses associated with the administration of the Housing Opportunity
Ordinance. These fees were generated from a total of 9 projects that opted to pay the in -lieu fee
instead of building units on -site. If those 9 projects had instead built the inclusionary housing
units on -site, a total of 393 low-income units or 263 very low-income units would have been
created. By comparison, there were 2,589 market -rate units produced or are under construction.
Affordable Housing Units under Construction /Pre -Construction with In -Lieu Fees:
A total of 203 units are under construction / pre -construction with an investment of in -lieu fees
generated. This includes a $4,775,000 loan of in -lieu fees to develop 57 units of affordable
housing at the Santa Ana Arts Collective; a $1.3 million loan of in -lieu fees to develop 51 units of
affordable housing at the Tiny Tim Plaza project; a pre -loan commitment of $3,170,547 to
develop 93 units of affordable housing at the Legacy Square project; and a commitment of
$231,494 to develop two affordable homeownership units by Habitat for Humanity at 416 Vance
Street and 826 N. Lacy Street.
Units Under Construction / Pre -Construction with In -Lieu Fees
Project
# of Units
Santa Ana Arts Collective
57
Santa Ana United Methodist Church "Legacy Square"
93
Tiny Tim Plaza
51
416 Vance Street & 826 N. Lacy Street
2
TOTAL
203
In addition, $3,131,700 of in -lieu fees was committed by City Council on September 14, 2018 to
create 200 emergency shelter beds at the Link interim emergency shelter.
This report reflects the status of funds and projects for the period ending June 30, 2019.
19F-4
Quarterly Report for Housing Division
August 20, 2019
Page 5
Request for Proposals — RFP #18-056 and RFP #19-063 for Affordable Housing
Development
The process for the prior year RFP for Affordable Housing Development (#18-056) has been
completed. At the May 22, 2019 Community Redevelopment and Housing Commission meeting,
the Commission recommended the approval of a pre -loan commitment and 99-year ground -lease
with the Related Companies of California for the development of the Housing Authority land asset
at 1126 & 1146 E. Washington Avenue. Following approval by the Housing Commission, the City
Council / Housing Authority approved the project award on July 2, 2019. The County Board of
Supervisors approved a ground lease for the County's adjacent parcel of land on July 16, 2019.
The City of Santa Ana and the Housing Authority of the City of Santa Ana issued a new Request
for Proposals (RFP # 19-063) on July 8, 2019 for the development of affordable housing in the
City. Proposed developments may be for acquisition and/or rehabilitation of eligible properties for
rental or transitional housing; acquisition and conversion of non-residential property to multifamily
rental units; and/or new construction of housing units for rental housing. One land asset owned by
the Housing Authority of the City of Santa Ana is also available for development under the RFP.
Additional information regarding the RFP is available on the City of Santa Ana's website and
PlanetBids.
PROJECTS UNDER DEVELOPMENT
There are five (5) affordable housing developments under construction and five (5) affordable
housing projects in pre -development. Below are brief summaries for the ten (10) projects under
development. Exhibit 3 provides a development timeline for the larger development projects.
Projects under Construction
First Street Apartments (1440 E. First Street)
• Developer: AMCAL Multi -Housing, LLC.
• Description: Demolition and new construction of an affordable multifamily apartment
complex consisting of 68 units of rental housing serving very -low and
extremely -low income families, and 1 manager's unit.
• City Funds: Housing Successor Agency ($8,522,740)
• Update: Presently the contractor is working on the interior building wall finishes,
cabinets, finish plumbing and electrical, and exterior landscaping.
Construction is approximately 75% complete and is anticipated to be
complete by the end of September 2019. Applications were made available
July 15 and all applications received by August 5 will be entered into a
random drawing. A Nixie was issued by the City on July 15 to market the
opening of the project's application period. City staff will audit the waiting list
to verify the local preference for Santa Ana residents is implemented prior to
the drawing.
19F-5
Quarterly Report for Housing Division
August 20, 2019
Page 6
Santa Ana Arts Collective (1666 N. Main Street)
• Developer:
Meta Housing Corporation
• Description:
Acquisition, adaptive reuse and new construction project comprised of 57
affordable rental units designated for professional artists of all disciplines,
and 1 manager's unit. Permanent supportive housing for 15 units will be
funded by MHSA/SNHP funds from the County of Orange.
• City Funds:
Inclusionary Housing ($4,775,000), HOME Investment Partnership Program
(HOME) ($2,627,631), Community Development Block Grant (CDBG)
($500,000)
• Update:
The contractor is currently engaged in rough top -out plumbing, mechanical,
electrical installation and production drywall. Construction is 65% complete
and anticipated to be complete at the end of October 2019 with occupancy
expected in November 2019. The marketing timeline has been adjusted
accordingly since tenant eligibility documentation must be dated within 120
days of occupancy. The four educational sessions to inform artists on how to
apply for housing are scheduled for July and August, and the applications will
be due in September through October. There are currently 339 applicants on
the list of interested parties. City staff has reviewed their process for
implementing Santa Ana's local preference and will audit the waiting list to
verify the local preference for Santa Ana residents is properly implemented.
Santa Ana Veterans Village (3312 W. First Street)
• Developer:
Jamboree Housing Corporation with Step Up on Second
• Description:
New construction of an affordable multifamily apartment complex consisting
of 75 units of permanent supportive housing with wrap -around supportive
services for HUD -Veterans Affairs Supportive Housing (VASH) eligible
homeless veterans and 1 manager's unit.
• City Funds:
Seventy-five (75) HUD-VASH Project -Based Vouchers, HOME-CHDO
($352,963)
• Update:
All building foundations are in place. Rough framing and plumbing are in
progress. The project is approximately 16% complete and remains on the
targeted schedule. The estimated completion date is January 2020.
Aqua Housing (317 E. 17th Street)
• Developer:
Community Development Partners (CDP) with Mercy House
• Description:
Acquisition, demolition and new construction of a former motel yielding 56
units of affordable permanent supportive housing with wrap -around
supportive services for chronically homeless individuals and 1 manager's
unit. 28 of the 56 units will be funded by MHSA/SNHP funds from the County
of Orange.
• City Funds:
Fifty-six (56) Project -Based Vouchers (PBVs)
• Update:
The developer closed on their financing in April. A ground -breaking
ceremony will be held on July 22, 2019. The contractor has commenced with
the demolition of the existing motel building and site preparations.
19F-6
Quarterly Report for Housing Division
August 20, 2019
Page 7
Tiny Tim Plaza (2223 West 5fh Street)
• Developer: Community Development Partners
• Description: New construction of an affordable multifamily apartment complex consisting
of 50 units of rental housing serving very -low and extremely -low income
families, and 1 manager's unit.
• City Funds: Inclusionary Housing ($1,300,000), Housing Successor Agency ($4,700,000)
• Update: City Council approved the Loan Documents for the project on April 16, 2019.
Following this approval, CDP closed on their financing on May 2. A ground
breaking ceremony is scheduled for July 24, 2019. The contractor has
commenced with the demolition of the existing buildings and site
preparations.
Projects in Pre -Development
Francis Xavier (801, 809, 809 % East Santa Ana Boulevard)
• Developer: HomeAid Orange County, Inc. and Mercy House
• Description: New construction of an affordable multifamily apartment complex consisting
of 16 units of permanent supportive housing, and 1 manager's unit.
• City Funds: Housing Successor Agency ($1,069,947), three (3) HUD-VASH PBVs, 99-
year ground lease agreement for 801 E. Santa Ana Blvd. (Appraised Value
as of Oct 25, 2018: $788,000)
• Update: The developer has revised their plans to increase the number of units from
12 to 17, which includes one market rate manager's unit and four additional
affordable units. The level of affordability is still to be determined pending a
financial analysis. The project was awarded $3,382,388 in No Place Like
Home (NPLH) funds in partnership with the County of Orange. The
developer is preparing to submit their development application to the City in
August for site plan review. Public outreach will begin after the formal
submittal.
Habitat for Humanity (416 Vance Street & 826 N. Lacy Street)
• Developer: Habitat for Humanity of Orange County
• Description: New construction of two single-family detached homes for homeownership
serving households up to 120% AMI.
• City Funds: Inclusionary Housing ($231,494) and 99-year ground lease agreement for
416 Vance Street and 826 N. Lacy Street (Appraised Value as of Oct 25,
2018: $578,000)
• Update: The developer is pursuing an opportunity to increase density on the project
by providing one additional single-family detached home on the site for a
total of three homes instead of two.
North Harbor Village (1108 N. Harbor)
• Developer: Jamboree Housing
• Description: New construction of a 100% affordable multifamily apartment complex
consisting of 89 permanent supportive housing studio units for homeless
veterans.
• City Funds: Eight -nine (89) HUD-VASH PBVs and CDBG ($1,687,047)
19F-7
Quarterly Report for Housing Division
August 20, 2019
Page 8
• Update: The project received an Affordable Housing Program award of $890,000 from
the Federal Home Loan Bank of San Francisco on June 26. Due to not
receiving other expected sources of financing on the project, the developer
was unable to apply for the second round 9% low-income housing tax credits
due on July 1. Developer is pursuing an alternative financing scenario by
applying for the Multifamily Housing Program (MHP) and/or Veterans
Housing and Homelessness Prevention (VHHP) Program funds which are
due in August and October respectively, in combination with 4% tax credits at
a later date.
Legacy Square (609 North Spurgeon Street)
• Developer: National Community Renaissance and Mercy House
• Description: New construction of a 100% affordable multifamily apartment complex
consisting of 92 units of rental housing and 1 manager's unit. All units will be
affordable to households earning less than 60% AM] of which 33 units will be
set -aside for permanent supportive housing.
• City Funds: Inclusionary Housing ($3,170,547) and Eight (8) HUD-VASH PBVs
• Update: The project was not awarded $20 million in Affordable Housing Sustainable
Communities (AHSC) funding it had been seeking due to extraordinary
competition during this last AHSC round. Developer is pursuing an
alternative financing scenario by applying for Multifamily Housing Program
(MHP) funds on August 20. However, the project was awarded a total of
$6,013,134 for sixteen (16) No Place Like Home (NPLH) units including
$3,135,262 for capital and $2,887,872 for the capitalized operating subsidy
reserve. The NPLH funding will provide additional leverage for a competitive
MHP application.
STRATEGIC PLAN ALIGNMENT
The activities covered by this report allow the City to meet Goal # 5 - Community Health,
Livability, Engagement & Sustainability, Objective # 3 (Facilitate diverse housing opportunities
and support efforts to preserve and improve the livability of Santa Ana neighborhoods).
FISCAL IMPACT
There is no fiscal impact associated with this action.
Steven A. Mendoza
Executive Director
Community Development Agency
Exhibits: 1. Available Funds for Affordable Housing Development Projects
2. Available Land Assets for Affordable Housing Development
3. Project Timelines
19F-8
EXHIBIT 1
Exhibit 1
Available Funds for Affordable Housing Development Projects
As of May 31, 2019
Housing Successor Agency (Housing Authority)
$1,614,876 Cash on Hand
($85,227) First Street Apartments Loan'
($126,134) First Street Apartments Project Costs
($1,069,947) Frances Xavier Residence Project Pre -Commitment Loan 2
($250,000) Administrative Costs Allowance 3
$83,568 Available Funds
Inclusionary Housing Funds
$8,810,994 Cash on Hand
($343,711) Santa Ana Arts Collective Project Costs 4
($320,000) Down Payment Assistance Program 5
($761,806) Interim Emergency Homeless Shelter Agreement 6
($3,170,547) Legacy Square Project Pre -Commitment Loan 7
($231,494) Lacy Street Project Pre -Commitment Loan 5
($61,045) Tiny Tim Plaza Project Costs 9
($629,605) Administrative Costs Allowance (CDA/PBA)
$3,292,785 Available Funds 10
HOME Program
$3,360,180 Funds to Drawdown
$3,360,180 Available Funds to Drawdown
CDBG Program (Acquisition/Rehabilitation Projects Only)
$1,687,047 Funds to Drawdown
($1,687,047) North Harbor Village Project Pre -Commitment Loan 5
$0 Available Funds to Drawdown
NSP Program (Abandoned, Foreclosed or Vacant Properties Only)
$1,324,168 Funds to Drawdown
($330,982) Administrative Costs Allowance
$993,186 Available Funds to Drawdown
Rental Rehabilitation Grant Program
$381,923 Cash on Hand"
$381,923 Available Funds
$8,111,643 Total Available Funds
' Approved by Housthg Authority m January 16.2018. 90%of ben paid on March 13. 2018; 10% remaining Who paid upon completion of comtmction.
' Approved by Housing Authority on January 15.2019.
° The Housing Successor Agency relies on available cash to fund the moniti and compliance functions related to Me former Redevelopment Agencys housing bans.
° peeled mats ony,$4.8M In bans approved by City Council paid on July 26,2017.
° $400,000 originally approved by City Council on March 6, 2018. Two loans paid through end of March 2019.
° Approved by City Council on September 18,2018. Agreement wi9M Mercy House Living Centers. Inc. Only Orsl year commitment reflected! here.
' Approvetl by Cry Ccum, W..sing Authority on January 15, 2019.
° Approved by City CounclMouang Authority on March 5, 2019,
° Ned msb only $6.OM In loans appeared! by City CwncJMousing Authority and paid on May 2. 2019.
10 $2.428,300 of the amount may be neededfor the second year commitment of the LWK Shelter, if other anticipated revenue sources are not avallable.
Old no,monlacoma available afar dose outof progra.Wm HUD.
19F-9
19F-10
EXHIBIT 2
AVAILABLE LAND ASSETS FOR AFFORDABLE HOUSING DEVELOPMENT
(1) 302 E. Twenty -Second Street
a. APN:003-122-25
b. Lot Size: 27,817sf
c. Current Zoning: R1 Single -Family Residence, which allows one house per lot.
d. Parcel was acquired 10/30/2002 using Low and Moderate Income Housing Asset
Fund - 20% Set Aside.
e. Previous Use: Purchased from Cal Trans. It was a remnant parcel from the freeway
widening project. The site was vacant and undeveloped at the time it was acquired.
f. General Plan: Low Density Residential, which allows single-family residences and
ancillary uses.
g. Maximum du/ac: Seven units per acre.
h. Site Condition / Environmental Conditions: Property is irregular in shape, is below
the minimum lot size for a residential lot, and will most likely require the approval of
several variances from the zoning code in order to facilitate a residential unit.
19F-11
19F-12
EXHIBIT 3
Current Affordable Housing Development Project Timelines
Projects under Construction
First
Street Apartments -1440 E. First St
Oct-15
Developer Submitted Request for Funds to CDA
Apr-16
Planning Entitlements Approved
Jun-17
Awarded Successor Agency Funds
Jun-17
Relocation Plan Approved
Sep-17
9% Low -Income Housing Tax Credits Awarded
Jan-18
Final Housing Authority Loan Approved
Mar-18
Close of Escrow
Mar-18
Construction Initiated
Sept-19
Anticipated Construction Completion
anta Ana Arts Gdllective -1666 N. Main st
ueded
HOME/CDBG Funds
7Jun-15RFP
tted Application for AHSC (Cap &Trade Funds)
ed AHSC (Cap & Trade) Funds
w-Income Housing Tax Credits Awarded
Dec-16
Relocation Plan Approved
Jul-17
Final Loan Approved/ Close of Escrow
Jul-17
Planning Entitlements Approved
Jul-17
Building Permits Pulled/Construction Initiated
Apr-19
Anticipated Construction Completion
Oct-19
Revised Project Completion Date * (Foundation/Building Seismic Adjustments)
Santa Ana Veterans Village - 83121N. First St
Dec-16
RFP Issued for PBVs
Apr-17
Approved HUD VASH PBVs
Jun-17
Awarded HOME CHDO Funds
Jun-17
Planning Entitlements Approved
Jan-18
Awarded County Special Needs Housing Funds
Feb-18
Submittal of 9% Low -Income Housing Tax Credit Application
Jun-18
Award of 9% Low -Income Housing Tax Credits
Dec-18
Close of Escrow
Feb-19
Anticipated Construction Initiated
Feb-20
Anticipated Construction Completion
Page 1 of 4
19F-13
EXHIBIT 3
Aqua Housing - 317 E. 17th St
Dec-16
RFP Issued for PBVs
Apr-17
Approved PBVs
Jun-17
Planning Entitlements Approved
Jun-17
Approved Additional PBVs
Jan-18
Awarded County Special Needs Housing Funds
Jan-18
Submitted Application for HCD Infill Infrastructure Funds
Jun-18
Award of HCD Infill Infrastructure Funds
Aug-18
Submittal of 4% Low -Income Housing Tax Credit Application
Oct-18
Allocation of4%Low-income Housing Tax Credits
Apr-19
Close of Escrow
June-19
Construction Initiated
Tiny Tm Plaza - 2223 W. 5th St
Dec-16 Developer Submitted Request for Funds to CDA
Jun-17
Awarded City and Housing Successor Agency Funds
Jan-18
Planning Entitlements Approved
Jul-18
Submittal of 9% Low -Income Housing Tax Credit Application
Oct-18
Award of 9% Low -Income Housing Tax Credits
May-19
Anticipated Close of Escrow
June-19
Anticipated Construction Initiated
Projects in Pre -Development
North Harbor Village Permanent Supportive Housing (Fo'ly Budget Inn)
Mar-19
Start of Design Development
Mar-19
Applied to FHLBSF for AHP Financing ($830,000)
Mar-19
Award of VASH Vouchers & City Loan by City Council (89 Vouchers and $1,687,047)
Mar-19
Start Environmental Approval Process with City of Santa Ana (CEQA/NEPA)
Mar-19
Applied for Home Depot Grant ($500,000)
Apr-19
First Submittal for Architectural Review
May-19
Community Meeting
Jun-19
Apply to HCD for MHP Funding (AmountTBD)
Jun-19
Arch. Review Comments Received from City
Jun-19
CEQA/NEPA Approval — City of Santa Ana
Jun-19
Receive AHAP Contrail
Jun-19
AHP Award Date
Jul-19
Resubmit Plans for 2"dArchitectural Review
Jul-19
TCACApplication —2"dRound 2019
Jul-19
Apply for OCCF Financing (If Necessary)
Page 2 of 4
19F-14
EXHIBIT 3
Jul-19
Receive Ministerial Approvals for Design
Aug-19
Home Depot Grant Award Date
Sep-19
OCCF Award (TBD — If Necessary)
Sep-19
TCAC Allocation
Sep-19
Start Construction Documents for Rehab
Sep-19
Submit First Plan Check
Dec-19
Receipt of First Plan Check Comments
Dec-19
Submit Second Plan Check
Jan-20
Receipt of Second Plan Check Comments
Jan-20
Submit Third Plan Check
Feb-20
Receipt of Permit Ready
Feb-20
Construction Loan Closing
Feb-20
Start of Construction
Feb-20
Construction Complete
Feb-20
Start of Lease Up
Jun-20
I Full Occupancy
Francis Xavier - 801, 809, 809 1/2 E. Santa Ana Boulevard
Jan-19
Council Approval for Land Lease and Project Funding
Jan-19
Submittal of Application for NPLH Funding
Feb-19
Confirm with City Staff That Project Site Can Yield Additional Units Under Existing
Zoning
Mar-19
Revise Conceptual Drawings for additional 5 units (17 total units, up from the original
12 units)
Mar-19
SNHP Funding Application Submitted to County
Apr-19
City Staff to Review Revised Conceptual Design
Apr-19
Begin Development Agreement
May-19
Board of Supervisors Meeting for SNHP Funding
Jul-19
Execute Development Agreement
Jul-19
Formal Awards Letters for NPLH Funding To Be Issued
Aug-19
Initial Planning Submittal
Sept-19
Sunshine Ordinance Meeting
Jan-20
Planning Commission Meeting (ministerial approval of density bonus)
Feb-20
City Council Meeting (ministerial approval of density bonus)
Feb-20
Begin Construction Docs
Aug-20
Approval of Grading Plans
Mar-20
Begin Construction (Grading, Weather Permitting)
Mar-21
Completion of Construction
Page 3 of 4
19F-15
EXHIBIT 3
Santa
Aug-18
Ana United'Methodist
Church "Legacy Square" (609 Forth Spurgeon Street)
Santa Ana CDA Funding Application
Dec-18
Apply for NPLH and SNHP Funds
Jan-19
Santa Ana Funding Award
Feb-19
Planning Entitlements Approved
Feb-19
AHSC Funding Application
May-19
Award of SNHP Funds
Jun-19
AHSC Funding Award
Aug-19
Apply for 4%tax credits
Aug-19
Apply for Tax -Exempt Bonds
Sep-19
Construction Drawings (8-12 weeks)
Oct-19
Award of4%tax credits
Oct-19
Award of Tax -Exempt Bonds
Dec-19
Plan Check (12-16 weeks)
Jan-20
Building Permit Issuance
Apr-20
Construction Closing/Syndication
Apr-20
Begin Construction (18 months)
Oct-21
Construction Complete
Dec-21
100% Fully Leased (2 months)
Habitat far Humanity - 416 Vance Street
& 826 N. Laey Street
Jul-19
DDAsigned
Aug-19
Prepare Grading Plans
Aug-19
Land Conveyance
Sep-19
Submit Grading/Improvements
Sep-19
Prepare Architectural Plans
Nov-19
Submit Architectural Plans
Dec-19
Grading Permit Issued
Jan-20
Commence Grading
Feb-20
Building Permits Issued
Feb-20
Begin Construction
Jan-21
Anticipated Construction Completion
Jan-21
Certificate of Occupancy / Closings
Page 4 of 4
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